@jkaiser 0 online
Members of @jkaiser
Moderators
Members
click to invite
anonymous @tommy glad you are doing this. I noticed yesterday that @jkaiser and @brent-cook had not used ceo.ca for a long time. Maybe you can ask them why not :p
0
from #index,
click to invite
@tommy Don't forget we are hosting a live Q and A with @Brent_Cook @JoeMazumdar @JKaiser and @HRA-Coffin in the ~coreshack at 1pm EST today.
8
from #index,
click to invite
@tommy Is @JKaiser here?
0
from ~coreshack,
click to invite
@JKaiser I believe I have logged on
4
from ~coreshack,
click to invite
@JKaiser I would not call last year's turnaround a bull market, more a wakeup rally that failed in mid August when gold headed south. But I do think we are building a bull market.
5
from ~coreshack,
click to invite
@JKaiser Is there anything we can do to unyoke the junior sector's market linkage to the short term trend in gold?
0
from ~coreshack,
click to invite
@JKaiser PDAC curse only occasionally gets violated as in last year. Will be an interesting test this year.
1
from ~coreshack,
click to invite
@JKaiser You will know it's a bull market when the life-style juniors are getting funded again
8
from ~coreshack,
click to invite
@JKaiser Nighthawk's $10 million to $20 million bought deal is a good example.
1
from ~coreshack,
click to invite
@JKaiser Those two companies have alternative fact names.
9
from ~coreshack,
click to invite
@JKaiser Eric, any idea if Mark can the nickel five year warrants at $ADZ exercised so he can drill those Cooke Mountain targets without another dilutionary PP?
1
from ~coreshack,
click to invite
@JKaiser Brent, is $AU going to violate the farmout dogma with Risti?
0
from ~coreshack,
click to invite
@PamplonaTrader @JKaiser Why do you like $IZN and West Desert? It is a low grade (1.9% Zn) skarn deposit with questionable metallurgy (iron-rich and lots of Zn oxide). Is $IZN what you would call a "life-style" junior? They have less than $600k in the bank and recently extended warrants in an attempt to keep the lights on. Also @HRA-Coffin says he poked around before $IZN optioned West Desert and said it was a no go #zinc #askgold
3
from #index,
click to invite
@JKaiser It would be good if a prospect generator comes up with a keeper as Andre Gaumond did back in 2004.
2
from ~coreshack,
click to invite
@JKaiser I have started adding ASX listings to KRO. My Share Collective startup went into alpha this week and will feature both Cdn and ASX companies. I do like the way ASX listings produce annual reports.
3
from ~coreshack,
click to invite
@JKaiser Eric, those nickel warrants have a five year term. According to Jabba the Warrant Hutt a rational speculator will not eliminate a free lunch by exercising warrants before they are due unless the stock has been sold short and the price ended up much higher.
6
from ~coreshack,
click to invite
@tommy Lol yes @jkaiser who would want to give up a long option like that
0
from ~coreshack,
click to invite
@JKaiser Finland would be a nice new region to focus on, but what is the risk that Putin annexes the Baltic States and turns that region into a mess?
0
from ~coreshack,
click to invite
@JKaiser I don't know what the distribution of the five year warrants was, but a truly rational speculator would exercise half the position so that the upside of the free lunch is not comprised by dilution. If Mark's scout drilling program can confirm that those EM targets deserve focused drilling the market will respond. $ADZ
1
from ~coreshack,
click to invite
@JKaiser Road trip from Vancouver?
0
from ~coreshack,
click to invite
@JKaiser When is Mark going to publish the $ADZ graphics or at least the video of his presentation?
0
from ~coreshack,
click to invite
@JKaiser $GTT has a new gold geochemical anomaly at Tatogga for which we can thank the imaginary phenomenon of global warming.
3
from ~coreshack,
click to invite
@JKaiser Here is the link to Mark's $ADZ presentation at MIF: https://www.youtube.com/watch?v=CckaH1_CUlk+
6
from ~coreshack,
click to invite
@tommy @JKaiser could you explain your nickel thesis quick? Think the rest of us need enlightening
1
from ~coreshack,
click to invite
@JKaiser Gold because of uncertainty arising from Trump's apparent abandonment of the post WWII order constructed by the USA, zinc because of western mine depletion and a possible Chinese supply decline arising from its environmental awakening. Nickel uptrend hinges on the extent Duterte shuts down the nickel laterite mines whose raw ore gets shipped to China for nickel pig iron furnaces.
9
from ~coreshack,
click to invite
@Poker #askgold +1 to this question from @PamplonaTrader @JKaiser Why do you like $IZN and West Desert? It is a low grade (1.9% Zn) skarn deposit with questionable metallurgy (iron-rich and lots of Zn oxide). Is $IZN what you would call a "life-style" junior? They have less than $600k in the bank and recently extended warrants in an attempt to keep the lights on. Also @HRA-Coffin says he poked around before $IZN optioned West Desert and said it was a no go #zinc #askgold
5
from #askgold,
click to invite
@JKaiser The type of laterite ore used in nickel pig iron is different from what is used in hpal operations to produce refined nickel. The result is a lower quality stainless steel suitable for China's needs. The Chinese shift to NPI displaced demand for refined nickel, hence the nickel weakness. Countries with laterite deposits need to be willing to allow raw ore to be shipped abroad. Indonesia said no to that a couple years ago. Philippines indirectly starting to say no through the environmental channel.
2
from ~coreshack,
click to invite
@T @JKaiser..... $pgd?
0
from #askgold,
click to invite
@madmann PLEASE re pgd!
0
click to invite
@madmann @jkaiser also see NPK halted, any thoughts there? and how did your cat make out? :)
1
click to invite
@Barry_R Any thoughts on the preliminary NR's from $GGI on their nickel @ E&L prop, w/ Ray Goldie on side?
1
click to invite
@MiningBookGuy since i can write in here, one BIG #thankyou on behalf of the little spculators like me than hang out at ceo.ca pretty much every day! this ~coreshack 'Newsletter Writer Panel' has been the CEO.CA highlight of the year (so far), when combined with introduction of CEO.CA "Pro Version" with market depth! @murat/ceoca-pro-subscriptions-soft-launch Thank you @Brent_Cook @HRA-Coffin @JKaiser @JMNorthShore, and of course @Tommy @Murat... everyone who's making CEO.CA great! :)
31
from ~coreshack,
click to invite
@racker Big Financing Flocking to New Discovery. John @JKaiser - February 10, 2017 https://youtu.be/DlivkEAlCdo+
1
from #index,
click to invite
@martin John Kaiser @jkaiser has highlighted Aurion $au as his Discovery Watch Junior this week as a potential new district play with their high grade gold discovery. He lauds the company for indicating they plan to keep the Risti property 100% owned rather than finding a partner, just like Andre Gaumond did with his very successful Virginia project. John also appreciates the lack of warrant overhang. The Aurion section starts at 11:40 into the podcast. http://www.howestreet.com/2017/02/10/big-financing-flocking-to-new-discovery/ Coverage of Nighthawk $nhk and Rainy Mountain $rmo is also included. At the end he states that he hopes that his coverage of companies like Aurion will make the Discovery Watch program popular with junior mining investors. #mbgtrends
2
from #au,
click to invite
@martin Coverage of the Nighthawk Nice Lake discovery occurs at the beginning of the Discovery Watch podcast with John Kaiser @jkaiser. The recently announced bought deal was quickly increased from $10MM to $20MM in an incredible display of investor appetite for this project. http://www.howestreet.com/2017/02/10/big-financing-flocking-to-new-discovery/
0
from #nhk,
click to invite
@dirkdiggler 'Nice Lake'? No - that would be Indin Lake @martin.
0
click to invite
@martin @dirkdiggler For clarification, Nighthawk $nhk is calling it the Nice Lake sill which is on the Indin Lake property. This new sill is about 1.5 km east of the Colomac and Goldcrest sills which have seen more exploration. @jkaiser
2
from @martin,
click to invite
@alexisa @jkaiser $RDS intersected 5.0 g/t Au over 6 metres in the "F Zone" and just announced drill program expansion to 20,000 m at O'Brien. Any thoughts on what they're doing since November Discovery watch podcast?
0
click to invite
@racker John @JKaiser on the #uranium market and Uravan Minerals $UVN https://youtu.be/pCdOjHzeRB0+
0
from #index,
click to invite
@racker New John @JKaiser Discovery Watch podcast: Kenora's Old Gold Deposit Could be New Again https://youtu.be/zu9GfDpivFc+ $npk $clq.ax $scy
0
from #index,
click to invite
@TheHolyBuyBull The #zinc price will go a lot higher than people expect. John Kaiser @jkaiser https://www.youtube.com/watch?v=Ypxa9getXUg+
2
from #index,
click to invite
@racker Discovery Watch with Jim Goddard and John @JKaiser https://secure.kaiserresearch.com/s/KaiserBlog.asp?ReportID=779658 $TSD $CLQ.Ax $MAX $COR Hunt on for #Cobalt Outside War Torn #Congo
1
from #index,
click to invite
@Excelsior • ________________________________________________________________________ The #PDACcurse Eric Coffin of HRA Advisories | Mar. 22, 2012 From The March 2012 HRA Journal “It’s that time of year again. Thirty five thousand people descended on Toronto to take part in the largest mining industry confab in the world. The PDAC has become famous for the broad range of attendees, the numerous parties and the gouging by local hotel operators. ” “For resource stock investors, the PDAC famous for something more sinister; the “PDAC Curse”. So far this month is looking like this annual scourge is alive and well and making life miserable for resource stock traders yet again.” • Here’s another article highlighting the 2011 #PDACcurse: “If you haven’t heard of the #PDAC curse, you’re in for a tale of woe and despair.” “PDAC, for those of you unaware, stands for the Prospectors and Developers Association of Canada. The annual PDAC Convention was attended by nearly 30,000 mining people earlier this week. Because corporate executives don’t like going to jail, most juniors with any sniff of positive news will release their results just before or during the convention. That frees them up to promote unfettered. BNN broadcasts live from the floor and conducts interviews with quotable executives and analysts. Its a pretty big deal…” http://myemail.constantcontact.com/The-PDAC-Curse.html?soid=1101446787741&aid=Yfyff0Wvngo • Here was the Kitco coverage of the question last year, and we know in retrospect, the curse was lifted last year, but you can sense the hesitation going into this period last year….. _______________________________________________________________________ Can The Market Survive the #PDACcurse? Tuesday March 08, 2016 (Kitco News) – “Although gold prices are up almost 20% since the start of the year, the market might not be able to escape the PDAC curse, a common correction seen after the Prospectors and Developers Association of Canada conference, as analysts and market participants are expecting to see a pullback after the recent 13-month high. “I think we have seen things move pretty hard in one direction so it makes sense to see a pullback,” said Brent Cook, author of the newsletter Exploration insights. http://www.kitco.com/news/2016-03-08/Can-The-Market-Survive-the-PDAC-Curse.html ** Is there a #PDAC Curse? @TheNextBigRush - Aug 9, 2016 https://www.youtube.com/watch?v=BoH1vT53R-k+ > On January 31, 2017 at 11:31 am, @Excelsior: "Yep. Seasonality isn’t perfect, and no 2 years are identical; but is very clear that for the last 2 decades that a good metals trade is to buy in late Dec – then trim some back in late Feb….then buy back those trimmings in March after the PDAC Curse." ** On February 9, 2017 at 12:04 pm, from the ~coreshack conversation here on #CEO: @tommy – “And how will we know we’re in a bull market?” @HRA-Coffin (Eric) – ” I think it’s a bull market – but nothing like some of the past ones we’ve seen. Will take a while for that to develop. ” @JMNorthShore (Joe) – “We are seeing some financings of junior explorers being upsized considerably. Given that the gold price is still around US$1235 so definitely a lot of investor interest in the upside potential. ” @Brent_Cook – “Agree, precious metals look good for the year. It is going to get really weird down here in the US” @JKaiser – “PDAC curse only occasionally gets violated as in last year. Will be an interesting test this year. ” @tommy – “No PDAC curse last year. A pleasant surprise around here! I am still a child of the bear market and can’t have enough cash…. ” #PDACcurse - Sorry this was long but it's #spooky
7
from #index,
click to invite
@racker Discovery Watch with Jim Goddard and John @JKaiser: What to Expect at #PDAC? https://youtu.be/SP0aH3iTVDA+ CLQ.AX $SMN $RMO $OSK $BFD $GFK $LLC
1
from #index,
click to invite
@racker "The mood at PDAC the first day was distinctly better than during the past six years, confirming that we are now in the second year of what will be a 3-5 year junior resource sector bull cycle of the sort we had in the nineties when everything was about discovery exploration." @JKaiser
2
from #index,
click to invite
@tsetka $UVN, @jkaiser. Is anyone able to shed any light on the activity in $UVN. Is this simply due to the recent JV news release or is there something else going on here?
0
from #uranium,
click to invite
@racker The Most Positive #PDAC in Years. John @JKaiser - March 10, 2017 https://m.youtube.com/watch?v=P6HlyGzL5ag
0
from #index,
click to invite
@racker Could There Be Another Homestake Home Run? John @JKaiser, Discovery Watch podcast - March 17, 2017 https://youtu.be/-vG-mZDIpHQ+ $ROX $TOE $MQR $MMV (MMV really stands out according to John)
3
from #index,
click to invite
@racker Metals Investor Forum May 5-6 in Vancouver hosted by your favourite newsletter writers @hra-coffin @resourcemaven @joemazumdar @thedailygold @Jkaiser and @jaytaylor. Free RSVP link https://www.eventbrite.ca/e/metals-investor-forum-may-2017-registration-30097937742?aff=hra #events
5
from #index,