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CEO.CA members discuss high-risk penny stocks which can lose their entire value. Only risk what you can afford to lose.
James#BNNlive#Kaiser - Midas Gold $MAX - Really needs $1300+ gold for the project to be viable. Just raised $55 million. Over $1 billion in CAPEX an out of the money play. Stock is stuck because it is in the Idaho permitting cyle. Permitting could take another 3 years. MAX is a reclaimation project with a gold mine attached to it. Previous mining groups just trashed the area.
James#BNNlive#Kaiser - Belo Sun Mining $BSX - Volta project had a feasibility study done last year. Agnico Eagle involved invested $15 million. In permitting cycle in Brazil. John not sure how long permitting will take.
James#BNNlive#Kaiser - Novo Resources $NVO - Project in Australia. Run by Quinton Hennigh with an interesting thesis on gold deposits being similar to the witswaterand basin in South Africa. Focused on a small scale mine to generate cash flow then carry on the exploration hunt.
James#BNNlive#Kaiser#BNNTopPicks - $SCY Scandium International - Scandium makes Aluminium stronger. Competes very well with other alloys. John owns it. Hopefully in production in 2018. John been talking about this one for a couple years. Feasibility study is imminent need to see that numbers are similar to PEA. $AZ Arizona Mining - The big story that nobody knows about. The best lead-zinc story since RED Dog of Teck. Strong people. John does not own it though. $PGD Peregrine Diamonds - John also been hyping this one for years. Stock is cheap being backed by Friedlands.
@MiningBookGuyHere’s my one big update to my $SWA video/article posted a few days ago.
A few interesting notes:
1. I got a couple emails from lurkers concerning my Sarama vs Savary ($SWA vs $SCA) relative value question near the end of my video.I appreciate that…good stuff that got me thinking. We did come up with a few other areas (besides Ross #Beaty) that $SCA could be considered better than $SWA. But with $SCA current marketcap, it’s still a very easy decision for me to pick $SWA over $SCA at this very moment.
If anyone wants to discuss, feel free to post here, or send me an email at firstname.lastname@example.org
2. I didn’t discuss specifically who else has been following $SWA over the last few years. I did additional research, realized I forgot some important stuff, and learned some new stuff too, focused on #newsletters.
a. $SWA has a following in the German-speaking world.
see this video published a couple months ago by a German newsletter, GoldInvest:
It starts in german, but the entire actual interview is in English. Some overlap with info in my video/article. But some very good additional details directly from Andrew Dinning, CEO of Sarama. A key section I forgot to comment on is at 3 minutes 40 seconds in. I’ll quote it here from Andrew:
“the minimum sized deposit that Acacia is looking for would be at least 5 million oz. they need something that would sustain the project for at least 10 years at 200k+ oz/year…"
I’m not saying this is “probable”. But these are the benchmarks that Acacia ($ACA.L) could decide are achievable just based on the 2016 drilling, and would definitely be a game-changer for how $SWA is viewed by the market and potential investors.
b. I could NOT find a single newsletter in the “english-speaking” world that currently follows $SWA. I’ll comment briefly on the 2 closest:
i. Caesars Report out of Belgium did cover it. I believe this was the very last report on Sarama’s Acacia JV in 2014 by Caesars:
I would describe the last Caesars Report article on $SWA as 'lazy analysis’…and that’s being kind. It really surprises me they seem to have
dropped coverage after this announcement (just something on the Savary JV after that).
ii. I believe John #Kaiser looked at, but I have no idea if he still follows, or dropped coverage for any specific reason. This is one excerpt I found from 2013:
If a subscriber to ‘Kaiser Research Online” (KRO) does know for sure that he follows $SWA closely, please do let me know, I’m interested to hear anything on this since I’m not a subscriber.
But assuming #JohnKaiser doesn’t follow right now, I think this is just further evidence that there’s a HUGE gap between Sarama’s progress over the last couple years, and who’s actually looking at it. If this works out, this is the type of company with real potential you can get into before the #newsletters pick up on it (or we could say ‘re-pick’ up on it)
3. Final note - not much liquidity or volume on $SWA. BUT tightly held, management holds 20%+, share structure did not get blown out in the last few raises, very few sellers…
it’s taken me a long time to acquire my current position. it seems that everyone who wanted to sell did it in 2014/2015 with those brief spikes in volume. i don’t know if it will become more liquid soon. but i do plan to hold for the long-term. Not everyone likes companies that trade this way. I do.
Thanks for reading, and I’ll be quiet now unless anyone follows-up on this!
@dirkdigglerWow....what a treat to load ceo.ca and find #Kaiser giving us a new speculative model to consider, and both #Cook and Kaiser chiming in on $SOI. I like that #Cook is taking aim and shooting it (Chee Choo) full of holes from a geological standpoint .... we need these kinds of insights here; and stated in a way that even I can understand.
@rackerJohn #KAISER “An awful awful five years starting in 2011 with everything just relentlessly heading down. The turn happened in the third week of January. We have had a tremendous rebound, still a fraction of where the entire sector was in the last ten years. We’re in a bit of a summer doldrum lull. I’m fairly optimistic that we have several years of running room left, not just in the gold and silver sector, but also in the other metals, not for macro-economic reasons, but for security supply reasons, and the big reason is the impact that Donald Trump is having on the way the world is thinking about the future.” @JKaiser on ShellyKraft’s show https://youtu.be/A8Hg2QbLGsg+ via @miningbookguy
@rackerJohn #Kaiser@JKaiser wants you to share your expected outcomes for exploration stocks.
Kaiser is a pioneering TSXV data-miner and analyst who has picked numerous ten-baggers in a nearly three decade career.
Here’s his new software, in his own words:
“I’m building an online crowd based system that’s going to enable you the public to do this yourself, share it with your peers, critique your peers, and this thing will create a consensus outcome which everybody will then bet against or bet with and it’s going to revolutionize the whole way this exploration industry operates.”
“We’re designing an online system where you just go make individual choices about tonnage, grade, costs, each one you think about independently, then you push the magic button and the horrible equation behind the scenes kicks out an after tax NPV, IRR and discount rate, and you can see how that value compares to how the market’s pricing it. If the market is pricing it a lot less, and you think your numbers are right, then you go and buy the stock. If the stock’s much higher, say maybe you’ll short that stock or avoid it completely.”
“The problem is one person doing that alone isn’t good enough, it’s a number of people creating a distribution of outcomes, all critiquing each other and this is going to be amazing, it’s going to converge on the truth much faster than all of the qualified professionals can do with their 43:101 [reports]. This is going to give structure to a highly uncertain industry that has lost its audience because people don’t know what bet’s they’re making it. They don’t know what the payout is going to be. This will restore that and we’ll have international gambling capital coming into the exploration sector, and it will be both the Australian stock exchanges and Canadian exchanges, because both have robust cultures for exploration and decent reporting systems.”
“It’s www.KaiserResearch.com … and if you like this outcome visualization stuff, find that button on my web site, click on it, and you can see a preview of what I’m doing, and what you will eventually be able to do yourself or at least watch others do it, and find out who’s got the best reputation, and find your favourite unofficial guru to follow and place your own bets in the market.”
The new web site is coming “in the not-to-distant future,” Kaiser says.
Source: https://youtu.be/A8Hg2QbLGsg+ via @miningbookguy
@racker@Jkaiser joins the Korelin weekend show as well http://www.kereport.com/2016/10/15/indepth-coverage-markets-gold-stocks/#kaiser$UVN results not that bad" - encourages shareholders to stay the course or average down but don't expect a rebound until sometime next year. Kaiser still thinks we are in a 2-3 year junior resource bull market and that gold will turn around shortly. He talks up $IVN's Kamoa and Kakula copper discoveries but says DR Congo is at risk of civil war which could send #cobalt prices to $30-40 from $12. Kaiser mentions Friedland's Clean Teq holdings $CLQ.AX, which owns a scandium nickel cobalt deposit in Australia, as a hedge against Congo conflicts. He thinks Ivanhoe is going to get bought by Chinese.
@dirkdiggler@kjm - I do wish #Kaiser's zombie apocalypse had played out with greater destruction. Still too many dubious co's out there sopping up speculative funds that would have otherwise been channeled into real companies. $gold
@dirkdigglerI do like Kaiser's take on warrants, basically declaring investors who insists on 5 years warrants as 'fools', for backing a project that they do not believe in. And of course a PP that gets tabled with full warrants runs the risk of having the stock get sold off for the free ride that the warrant facilitates. I'm not sure I'd call these opportunists 'fools'.....they're just playing the game. And the system, the way it has been set up, is very accommodating to those able to dictate the terms of these full-warrant deals. #Kaiser$VTT vs $PLY Nice shout-out to @Allan too.
@dirkdigglerI don't take news letter writers advice very often - I often find the trades are too crowded.....there are exceptions obviously. But Kaiser made me a huge amount of money approx 14 years ago with Pioneer Gold - it was a fourteen cent stock that did THE first spin-off in this sector I believe: It's gold assets stayed under the Pioneer banner, and it Athabasca Basin U308 assets were spun off into $UEX (on a 1:1 basis). Millionaires were made from very modest starting positions, when Pioneer got bought out by $ABX at $1.50....and $UEX surged to a high of $9.00 plus. I do wish you would ask him about that one on your show sometime @Allan .......it stands out as one of the greatest calls I've ever witnessed. #Kaiser
@EllbeeI also like Kaiser's take on warrants as does @dirkdiggler. I have made money on warrants a couple of times but all the other times the warrants expire out of the money. It seems to me that people trying for a free ride but a lot of selling pressure on a Junior and the warrant overhang makes buyers stay away. If the warrants get exercised the resulting dilution is fierce. Some say that warrants are a built-in financing and that is sometimes true but usually only if the stock has run up and it is then a cheap dilutive financing that could have done at a higher less dilutive price. #Kaiser Thanks to @MiningBookGuy for the link $PLY
@NewtonThree types. First, grassroots. Adamera. Playfair. Second, new methods to get at old stuff. San Marco (big one!). Nevada exploration (also big). Third, rethinking existing deposits. Example of Heramosa mining. Callinex. Serengeti. Great to hear #Kaiser talk about his passion for science and geology here. #mif
@Newton"I have to talk about my work pick of the year $scy. It's Ben absolutely flat. It's ready to pop right now. I will publish a note about it on Sunday night..." #kaiser at $scy. Very different from last year!