Sector Expert: Ken Chernin

Jennings Capital

Image: Ken Chernin

Ken Chernin has been an equity research analyst with Jennings Capital since November 2008. Prior to joining Jennings, Chernin was a special situations analyst at an Atlantic Canadian investment dealer, where he focused on Atlantic Canadian oil and gas, utility, food retail and real estate companies. He also worked as a research associate for a Toronto-based brokerage firm and in risk management for a Canadian funds management firm. He has corporate governance experience with the Clarkson Centre for Business Ethics and Board Effectiveness at the University of Toronto and the Canadian Coalition for Good Governance. Chernin holds a Master of Business Administration from the Rotman School of Management at the University of Toronto and a Bachelor's in communication from Saint Mary's University, Halifax.

Recent Interviews

Tungsten Enters the Limelight with Bullish Fundamentals: Ken Chernin (4/16/13)

Location, processing and capital can make the tungsten market a tough place to be, but dwindling supply and insubstantial production indicate a coming price swing. In this interview with The Metals Report, Ken Chernin, equity research analyst with Jennings Capital, talks about why investors have ignored tungsten in the past and which companies could be a "tungsten global force."

Ken Chernin Shares Extraordinary Stories of Tungsten and Fluorspar (10/9/12)

Tungsten and fluorspar may sound like dry subjects, but Jennings Capital Analyst Ken Chernin makes them positively magical. In this Critical Metals Report exclusive, Chernin transports us from Morocco to the dazzling Newfoundland coast, to "Tungsten Town" in Northern Canada. Along the way, we'll meet visionary leaders who work miracles with project logistics, winning fiercely loyal talent in the process. The two critical materials parallel the rare earths investment thesis, but Chernin's picks are more than a bet on shifting Chinese policy—they are compelling stories involving a war metal-turned global growth staple.

Recent Quotes

"CFI discovered a new mineralized structure at its Grebes Nest property."

— Ken Chernin, Jennings Capital (7/12/13)
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"We view CFI's assays from DS-13-115 and DS-13-116 to be very encouraging because of the high grades and shallow depths."

— Ken Chernin, Jennings Capital (5/8/13)
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"CFI intersected a 10m section grading 49.32% CaF2 at the Director vein."

— Ken Chernin, Jennings Capital (4/25/13)
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"CFI's the asset on the south coast of Newfoundland is phenomenal."

The Critical Metals Report Interview with Ken Chernin (10/9/12)
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"LAC's DFS for Cauchari-Olaroz shows an IRR of 19.9% and a 3.25-year payback."

— Ken Chernin, Jennings Capital (6/19/12)
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"ORT's JV with UC RUSAL mitigates start-up risks."

— Ken Chernin, Jennings Capital (4/3/12)
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"LAC could be one of the lowest cost lithium brine operations in the world."

— Ken Chernin, Jennings Capital (1/25/12)
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"LAC has successfully produced 95% purity potassium chloride at Cauchari-Olaroz."

— Ken Chernin, Jennings Capital (11/9/11)
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