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Conference: Upcoming and Past
Upcoming Conferences
Register Place-Date Details
Sept 17-18, 2021
Rosewood Hotel Georgia
Vancouver, Canada
The Metals Investor Forum is a two day conference featuring 25-35 companies invited by independent newsletter writers from their universe of covered companies. The speakers are independent in that their newsletters are funded by individual subscriber fees, not corporate sponsorships. Registration is free but capped at 800 for in person participation. A new feature is that the presentations will also be live-streamed - select the virtual registration option if you cannot be present in person. The conference provides a free self-serve breakfast and lunch for delegates as well as cocktails at the end of each day. The format consists of sessions kicked off by a 20 minute talk by a newsletter speaker, followed by 10 minute presentations usually by companies invited by the speaker. After the session the speakers move to the "over-flow" room where a question and answer session takes place until the start of the next speaker session. The main speaker later interviews his/her companies in a private 10 minute video session. The 10 minute public speaking slot for the company is intended to give the company an opportunity to outline its story in a manner that hooks the audience's interest. The idea is that audience members will track down the company representative at their "booth" in the exhibitor hall or after the conference if they wish to discuss the company in greater detail. The interview, at least as John Kaiser conducts it, is designed to supplement the main presentation with questions an informed audience member might have wanted to ask. The presentations and interviews are video taped and posted on YouTube. John Kaiser's session is on Friday September 17, 2021 and will feature the following KRO Favorites: Cons Woodjam Copper Corp, DLP Resources Inc, Nevada Exploration Inc, Sonoro Gold Corp and Vanstar Mining Resources Inc.
Past Conferences
Show Place Date Title
Toronto, Canada March 1, 2020 Presentation pdf: Prophecy of Doom or Opportunity?
Vancouver, Canada January 18, 2020 Presentation pdf: After a lost decade will resource juniors make a comeback in the twenties?
Vancouver, Canada November 16, 2019 Presentation pdf: Bracing for the End Time
XPLOR 2019 Montreal, Canada October 23, 2019 How can Quebec Exploration Juniors recover a Lost Audience?
Vancouver, Canada September 7, 2019 Presentation pdf: The Gold Rally: a flash in the pan or the the start of a major repricing?
Vancouver, Canada Juy 30, 2019 Presentation pdf: Potential Trends for a World in Flux?
Vancouver, Canada May 25, 2019 Presentation pdf: Is a junior resource sector bull market ever coming back?
Toronto, Canada March 3, 2019 Presentation pdf: Seven years of famine, what follows, feast or extinction?
Toronto, Canada March 3, 2019 Presentation pdf: Seven years of famine, what follows, feast or extinction?, KMW Blog - YouTube
Vancouver, Canada January 19, 2019 Presentation pdf: Are we in the middle of a turnaround?, KMW Blog - YouTube
MIF November 2018 Vancouver, Canada November 9, 2018 Presentation pdf: Back to the Homeland or Stay Abroad?, KMW Blog - YouTube
XPLOR 2018 Montreal, Canada October 17, 2018 Quebec Exploration: where is the money going?
Vancouver, Canada September 28, 2018 Presentation pdf: Adapting to a New Reality for Resource Juniors, KMW Blog - YouTube
Sprott 2018 Vancouver, Canada July 17, 2017 Stalking Elephants in Nevada, the Pilbara and ...
MIF May 2018 Vancouver, Canada May 26, 2018 Can a Bull in the China Shop Vanquish the Bear?
PDAC 2018 Toronto, Canada March 4, 2018 What is needed to launch an uptrend for resource juniors?
MIF January 2018 Vancouver, Canada January 20, 2018 Dot-Com Bubble Déjà Vu for Resource Juniors?
AEMA 2017 Reno, United States December 6, 2017 Trends in Exploration Financing
MIF November 2017 Vancouver, Canada November 10, 2017 What does a sudden low tide mean?
MIF September 2017 Vancouver, Canada September 15, 2017 What is needed for a Discovery Mania?
Sprott 2017 Vancouver, Canada July 28, 2017 What is the Size of the Prize?
Cambridge May 2017 Vancouver, Canada May 29, 2017 Visualizing Outcomes
MIF May 2017 Vancouver, Canada May 5, 2017 Discovery Exploration Boom
PDAC 2017 Toronto, Canada March 5, 2017 Discovery Exploration is Back
Metals Investor Forum Vancouver, Canada January 20, 2017 Betting on Discovery Exploration
49 North Conference San Francisco, USA November 17, 2016 The Resource Sector in the New Age of Surrealism
Metals Investor Forum Vancouver, Canada November 12, 2016 The Resource Sector in the New Age of Surrealism
Mines & Money Americas Toronto, Canada September 27, 2016 A Crowd-Sourced Model for Valuing Exploration Projects
Sprott Symposium Vancouver, Canada July 28, 2016 General Session: What is that Exploration Junior Worth and Why
Sprott Symposium Vancouver, Canada July 28, 2016 Workshop: Examples of Outcome Visualization
Zimtu 2016 Vancouver, Canada June 14, 2016 Criticality of Supply in the Age of Trump
PDAC 2016 Toronto, Canada March 6, 2016 There will never be a better Bottom-Fish Edition
Cambridge Vancouver, Canada January 24, 2016 Workshop: The Best Ever Bottom-Fish Edition
Mines and Money London, UK December 1, 2015 Briefing: New exploration and discovery business models
Mines and Money London, UK November 30, 2015 Analyst Insight: What will be the savior of the junior sector?
49 North 2015 San Francisco, USA November 17, 2015 The Outlook for the Core Resource Sector Narratives
NMEC 2015 Reno, USA November 6, 2015 The New Reality for Exploration and Development Companies
XPLOR 2015 Montreal, Canada October 7, 2015 The New Reality for Exploration and Development Companies
Sprott-Stansberry Symposium Vancouver, Canada July 30, 2015 General Session: Security of Supply Concepts and Resource Junior Speculation
Sprott-Stansberry Symposium Vancouver, Canada July 30, 2015 Workshop: Applying Security of Supply to Specific Juniors
Cambridge Cdn Investor Conference Vancouver, Canada June 1, 2015 Fast and Slow Trains out of the Bear Market Trough
Metals Investor Forum Vancouver, Canada May 30, 2015 Looking at Juniors from a Security of Supply Perspective
PDAC 2015 Toronto, Canada March 2, 2015 The Future of the Retail Investor and the Resource Juniors
PDAC 2015 Toronto, Canada March 1, 2015 The Four Core Narratives
Cambridge Vancouver 2015 Vancouver, Canada January 19, 2015 The Search for Ten Baggers
AME BC Meeting 2014 Vancouver, Canada December 9, 2014 Confronting the Potential Extinction of a Canadian Institution
Silver Summit 2014 Spokane, USA October 23, 2014 In Search of Silver Linings
Cambridge Toronto 2014 Toronto, Canada September 25, 2014 Escaping the Resource Sector Swamp
Resource Investors Forum 2014 St. John's, Canada September 23, 2014 The Future of the Junior Resource Sector
University Club Investment Society Chicago, USA June 25, 2014 A Roadmap to Resource Sector Speculation
Cambridge Vancouver June 2014 Vancouver, Canada June 1, 2014 Recognizing Good and Bad Resource Sector Stories
PDAC 2014 Toronto, Canada March 2, 2014 Strategies for a Selective Resource Sector Bull Market
Cambridge California 2014 Indian Wells, USA February 7, 2014 Keynote: Strategies for a Selective Resource Sector Bull Market
Cambridge Vancouver 2014 Vancouver, Canada January 20, 2014 Workshop: Resource Junior Stories for 2014
Cambridge Vancouver 2014 Toronto, Canada January 19, 2014 Keynote: A Critical New Role for Retail Investors
AEMQ 2013 Quebec City, Canada November 12, 2013 Survival Strategies for a Resource Sector Bear Market
Silver Summit 2013 Spokane, USA October 25, 2013 Bear Market Navigation with Silver Juniors
NMEC AGM 2013 Reno, USA October 15, 2013 What - if anything - will cause the current market to improve and when?
Cambridge Toronto 2013 Toronto, Canada September 13, 2013 Keynote: What will drive Bear Market Survivors?
Venture Crisis Founding Meeting Vancouver, Canada June 18, 2013 How Bad Is It?
Cambridge Vancouver 2013 Vancouver, Canada May 27, 2013 Workshop: Extreme Bottom-Fishing
Cambridge Vancouver 2013 Vancouver, Canada May 26, 2013 Keynote: Adapting to New Realities
Cambridge Calgary 2013 Calgary, Canada April 6, 2013 Keynote: Is a resurgent America good for Gold?
PDAC 2013 Toronto, Canada March 3, 2013 Newsletter Talk: McEwen Mining as Junior Resource Sector Metaphor
Cambridge California 2013 Indian Wells, USA February 23, 2013 Keynote: Back to America
Cambridge Vancouver 2013 Vancouver, Canada January 21, 2013 Workshop: Understanding the Next Big Exploration Frontier - Back to America
Cambridge Vancouver 2013 Vancouver, Canada January 20, 2013 Keynote: Visualizing an Alternative to Zombieland
Cambridge Silver Summit 2012 Spokane, USA October 26, 2012 Keynote: The Self-Sufficiency Rush & its Implications for the Resource Sector
Cambridge Toronto 2012 Toronto, Canada September 28, 2012 Keynote: The Shift from Resource Feasibility to Discovery Exploration
Cambridge Toronto 2012 Toronto, Canada September 27, 2012 Workshop: Navigating the 2012 Bottom-Fish Edition
Cambridge Vancouver 2012 Vancouver, Canada June 4, 2012 Keynote: The Return of the Big Anomaly
Cambridge Vancouver 2012 Vancouver, Canada June 3, 2012 Workshop: Searching for Bottom-Fish
Hard Assets New York 2012 New York, USA May 15, 2012 Workshop: Assessing Speculative Value in Resource Stocks
Cambridge Calgary 2012 Calgary, Canada March 31, 2012 Workshop: Key Kaiser Research Picks
Cambridge Calgary 2012 Calgary, Canada March 30, 2012 Keynote: Understanding why Gold and Copper are no longer counter-cyclical
PDAC 2012 Toronto, Canada March 4, 2012 The Twinned Destiny of Gold and Copper
Cambridge California 2012 Indian Wells, USA February 12, 2012 Workshop: The Number Cruncher's Guide to Speculative Value
Cambridge California 2012 Indian Wells, USA February 12, 2012 Keynote: Are Gold and Silver Equities a better Buy than Bullion?
Cambridge Vancouver 2012 Vancouver, Canada January 23, 2012 Workshop: Searching Kaiser Research Online for Speculative Value
Cambridge Vancouver 2012 Vancouver, Canada January 22, 2012 Keynote: Trends to Cheer or Fear
Hard Assets 2011 San Francisco, USA November 19, 2011 Expert View: An Alternative Way of Looking at Gold & Silver
Hard Assets 2011 San Francisco, USA November 28, 2011 Workshop: Should we be bottom-fishing?
Cambridge Montreal 2011 Montreal, Canada November 19, 2011 Workshop: Searching for Yearend Speculative Value
Cambridge Montreal 2011 Montreal, Canada November 18, 2011 Keynote: What is the $8 trillion on the Sidelines waiting for?
New Orleans 2011 New Orleans, USA October 27, 2011 General Session: Security of Supply & Why Rare Earths Matter
Silver Summit 2011 Spokane, USA October 21, 2011 Keynote: A Different Perspective on Gold & Silver
Cambridge Toronto 2011 Toronto, Canada September 16, 2011 Keynote: A Different Perspective on Gold & Silver
Cambridge Toronto 2011 Toronto, Canada September 15, 2011 Workshop: Core Picks and Strategies
Cambridge Vancouver 2011 Vancouver, Canada June 6, 2011 Keynote: A New Perspective on Gold & Silver
Cambridge Vancouver 2011 Vancouver, Canada June 5, 2011 Workshop: Critical Metal Strategies
Cambridge Saskatoon 2011 Saskatoon, Canada May 7, 2011 Keynote: Is the Secular Bull Market for Raw Materials still intact?
Cambridge Saskatoon 2011 Saskatoon, Canada May 7, 2011 Workshop: Top Bottom-Fish and Spec Value Hunter Picks
Cambridge Saskatoon 2011 Saskatoon, Canada May 6, 2011 Keynote: Energy Trend Implications for Critical Metals
Cambridge Calgary 2011 Calgary, Canada April 9, 2011 Keynote: Are we looking at deja vu 2008?
Cambridge Calgary 2011 Calgary, Canada April 9, 2011 Workshop: Top Bottom-Fish and Spec Value Hunter Picks
Cambridge Phoenix 2011 Phoenix, USA February 19, 2011 Keynote: The Critical Metals Crisis
Cambridge Phoenix 2011 Phoenix, USA February 18, 2011 Workshop: Bottom-Fishing Strategies
Cambridge Vancouver 2011 Vancouver, Canada January 24, 2011 Workshop: Are there any bottom-fish left?
Cambridge Vancouver 2011 Vancouver, Canada January 23, 2011 Keynote: Resource Sector Strategies for 2011
Hard Assets San Francisco 2010 San Francisco, USA November 21-22, 2010 Expert View/Workshop: What will shine in 2011?
Cambridge Montreal 2010 Montreal, Canada November 6, 2010 Keynote: Resource Sector Trends
Silver Summit 2010 Spokane, USA October 22, 2010 Workshop: A Review of Bottom-Fishing since the 2008 Crash
Silver Summit 2010 Spokane, USA October 21, 2010 Keynote: Rare Elements
Cambridge Toronto September 2010 Toronto, Canada Sept 26, 2010 Keynote: The Doom & Gloom Bubble
Cambridge Toronto September 2010 Toronto, Canada Sept 25, 2010 Workshop: A Review of Bottom-Fishing since the 2008 Crash
Cambridge Vancouver June 2010 Vancouver, Canada June 7, 2010 Workshop: An Overview of Key Recommendations
Cambridge Vancouver June 2010 Vancouver, Canada June 6, 2010 Keynote: Supply Issues in the Resource Sector
Hard Assets New York May 2010 New York, USA May 11, 2010 Keynote: Economic Logic and Security of Supply
Hard Assets New York May 2010 New York, USA May 10, 2010 Paid Workshop: Investing in the Rare Earth Sector (Members only)
Cambridge Saskatoon May 2010 Saskatoon, Canada May 7, 2010 Keynote: Economic Logic and Security of Supply
Cambridge Saskatoon May 2010 Saskatoon, Canada May 7, 2010 Workshop: Understanding Rare Earth Mania
Cambridge Calgary April 2010 Calgary, Canada April 11, 2010 Keynote: Economic Logic and Security of Supply
Cambridge Calgary April 2010 Calgary, Canada April 10, 2010 Workshop: Understanding Rare Earth Mania
Cambridge Phoenix February 2010 Phoenix, USA February 5, 2010 Workshop: Overview of the Rare Earth Sector
Cambridge Phoenix February 2010 Phoenix, USA February 4, 2010 Keynote: Strategies for a Fragmenting Future
Cambridge Vancouver January 2010 Vancouver, Canada January 18, 2010 Workshop: The 2009 and 2010 Bottom-Fish Editions
Cambridge Vancouver January 2010 Vancouver, Canada January 18, 2010 Workshop: Overview of the Rare Earth Sector
Cambridge Vancouver January 2010 Vancouver, Canada January 17, 2010 Keynote: The New Crisis in Raw Materials Supply
Quebec Exploration 2009 Quebec City, Canada November 24, 2009 Security of Supply in a Changing World
Hard Assets November 2009 San Francisco, USA November 22, 2009 Security of Supply in a Changing World
Academy & Finance November 2009 Geneva & Zurich, Switzerland November 17-18, 2009 Global Trends & their Implications for Gold
Academy & Finance November 2009 Geneva & Zurich, Switzerland November 17-18, 2009 Valuing Pre-Production Gold Companies
Cambridge Montreal November 2009 Montreal, Canada November 7, 2009 Security of Supply in a Changing World
Cambridge Montreal November 2009 Montreal, Canada November 6, 2009 Navigating Rare Earth Mania
Critical & Strategic Metals 2009 Washington DC, USA October 22, 2009 Rational Speculation Model: the Valuation of Pre-Production Resource Projects
Cambridge Toronto September 2009 Toronto, Canada September 27, 2009 Making Sense of the Emerging Rare Earth Mania
Cambridge Toronto September 2009 Toronto, Canada September 26, 2009 Security of Supply in a Changing World
Academy & Finance Intelligent Resource Investing Geneva & Zurich, Switzerland June 10 & 11, 2009 Forces Shaping the Resource Sector in the next Decade
Cambridge Vancouver June 2009 Vancouver, Canada June 7, 2009 Keynote: Security of Supply in a New World Order
Cambridge Vancouver June 2009 Vancouver, Canada June 7, 2009 Workshop: Designing a Personal Bottom-Fish Portfolio
Hard Assets New York May 2009 New York, USA May 12, 2009 Expert View: Understanding Gold Strategies
Cambridge SaskRocks May 2009 Saskatoon, Canada May 9, 2009 Keynote: Looking Beyond the Slump
Cambridge Calgary April 2009 Calgary, Canada April 5, 2009 Keynote: Exploiting the Bottom-Fishing Window
Cambridge Calgary April 2009 Calgary, Canada April 4, 2009 Workshop: Bottom-Fishing Strategies for the Gold Sector
PDAC Toronto March 2009 Toronto, Canada March 2, 2009 PDAC Diamond Technical Session: A market pricing model for publicly traded diamond exploration companies
PDAC Toronto March 2009 Toronto, Canada March 1, 2009 PDAC Talk: Bottom-Fishing Heaven or Hell?
Cambridge Phoenix February 2009 Phoenix, USA February 22, 2009 Keynote: Passing the Baton from Base to Precious Metals
Cambridge Vancouver January 2009 Vancouver, Canada January 26, 2009 Keynote: Obvious Trends Uncertain Timelines
Cambridge Vancouver January 2009 Vancouver, Canada January 25, 2009 Workshop: Tax Free Bottom-Fishing
Hard Assets San Francisco 2008 San Francisco, USA December 1, 2008 Expert View: Bottom-Fishing after the Tsunami
Hard Assets San Francisco 2008 San Francisco, USA November 30, 2008 Workshop: People based Bottom-Fishing
Quebec Exploration 2008 Quebec City, Canada November 25, 2008 What's in store for 2009?
EdelMetall & Rohstoff Messe 2008 Munich, Germany November 7, 2008 Evaluation & Analysis of Resource Juniors
Cambridge 2008 Resource Investment Conference Toronto, Canada October 5, 2008 Keynote: Navigating the Lull in the Commodities Bull Market
Cambridge 2008 Resource Investment Conference Toronto, Canada October 4, 2008 Workshop: Bottom-Fishing Tools
Academy & Finance Base Metals Investing Conference Zurich & Geneva, Switzerland Sept 30 & Oct 2, 2008 How to invest in base metal companies?
Resource Investor Forum 2008 St. John's, Newfoundland September 16, 2008 Navigating the Lull in the Commodities Bull Market
Hard Assets Las Vegas 2008 Las Vegas, USA September 9, 2008 Navigating the Lull in the Commodities Bull Market
Hard Assets Las Vegas 2008 Las Vegas, USA September 9, 2008 Workshop: Bottom-Fishing for Pounds & Ounces
Cambridge 2008 Resource Investment Conference Calgary, Canada April 12, 2008 Keynote: Exploiting the Disconnect


April 13, 2008 Workshop: Bottom-Fishing and the Cash Vanishing Act
The Calgary keynote speech continued the theme from the Vancouver and Phoenix speeches with an increased emphasis on the growing disconnect between the strength in commodity prices and the worsening slump for the resource juniors. Although metal prices, in particular copper, the bellweather for the business cycle, are making new highs or holding at levels well above their historic long term averages, juniors with pounds or ounces in the group are being priced as if their advanced projects are dead in the water, an outlook that reflects a scenario where metal prices retreat to levels that prevailed prior to the start of the commodity boom in 2003. This creates an extraordinary bottom-fishing opportunity hinged on the macro question of whether or not the rest of the world, in particular the BRIC nations, have sufficient momentum to survive a US recession whose severity will reflect the end of an era of debt fueled consumption that reached its climax with the securitized mortgage run from 1998-2007. If it becomes apparent that the BRICs will survive, it will signal a multi-decade period of economic growth that will eventually pull the United States out of its hole. This will translate into paradigm shift by Wall Street from viewing the raw materials supply sector as a deep cyclical to a growth sector. When this inflection happens, and there are signs that Wall Street is warming up to this idea, the junior resource sector glass will switch from half empty to half full very sharply. The result will be a sharp upwards repricing of the juniors, a doubling to tripling before any paper starts coming into the market. Early 2009 after the US election is the most probable time for this inflection to sweep up the juniors, but, because markets anticiptate the future, it could happen any time. Q1 2008 was the media headline intensive waking up to the magnitude of the credit crunch, culiminating with the peak subprime reset month. From here on it will be a less sensationalistic flow of worsening economic conditions that will force the discourse to address the path out of the mess. John Kaiser continues to hold the view that the need for infrastructure renewal in the OECD, the inevitable rise of the China Price to levels that restore two-way trade, and rising footprint consciousness will push the United States into a transformative infrastructure renewal campaign wrapped in the language of the green economy. Raw materials will be at elevated price levels for many years, and what lies ahead for the resource juniors is a race to production that will generate manic conditions. The Calgary Workshop first explained the research tools available through KBFO, summarized the argument from the keynote speech as to why this is a good bottom-fishing time, discussed the criteria for a good bottom-fish, described what types of bottom-fish one should be accumulating now, explained how cash can vanish and turn a bottom-fish into a stinky fish, and finished off with a trashing of the TSXV capital pool production machine which is anathema to bottom-fishing.
Cambridge 2008 Resource Investment Conference Phoenix, USA February 9, 2008 Keynote: Missed the Bull? Now's your chance!
The theme of the Phoenix speech was similar to that of the Vancouver speech, except that it included an explanation why the record high price for gold had failed to excite the market, which also served as part of an argument that gold was set to break through $1,000 and mount a jaw-dropping assault on $2,000. The speech also included additional material which points out that the world of real things seems to be marching forward totally oblivious to the crisis within the world of paper things. The main point was that the resource sector will turn into a bull market within an overall longer term equity and real estate bear market that will allow the juniors to bounce back with a vengeance once the market decides it has enough evidence to embrace the Asia driven super cycle as strong enough to survive a slowdown in the United States and the rest of the OECD. That this was not a consensus view at the conference was evident in the rather unfamiliar name of "Mr. Happy" people were using to refer to John Kaiser. He is more remembered as the "Mr. Unhappy" who in April 1997 loudly proclaimed that the juniors were headed for a long and difficult bear market while the majority believed that Bre-X was just a setback that would be shrugged off soon enough.
Cambridge 2008 Resource Investment Conference Vancouver, Canada January 20, 2008 Keynote: Is the long awaited rapture just around the corner?
The resource sector has been under pressure since the subprime crisis broke into the open during August 2007 as the cyclical bears fret that a looming US recession will pull the rug out from under the Asian super cycle and deliver the commodity price bust the market has been fretting about since early 2004. The title is a play on the type of rapture anticipated by fundamentalists in the wake of the apocalypse the majority of newsletter writers are predicting, and the kind of rapture I am predicting will engulf resource sector speculators during the next 18 months as the apocalypse fails to materialize and resource juniors go to the moon. The juniors are roadkill in the path of the train wreck created by an artificial economic boom created in the United States through the post dot-com Greenspan era of low interest rates and easy credit made possible through the innovation of securitized mortgage debt peddled to financial institutions and wealthy investors under the false banner of "better returns at lower risk". A reverse wealth effect is now at work as real estate prices retreat and Americans contemplate an economic future where the home construction boom is finished, manufacturing has been lured abroad by the China Price, and government debt has been piled up through homeland security and Iraq war spending. The real question is to what extent the Asian economic boom remains dependent on the strength of a US economy seemingly fated to wither away. My interpretation is that not only does the Asian boom have sufficient internal momentum to absorb through domestic spending any slackening of demand from American consumers, thus avoiding a serious implosion, but that the United States will buy itself time to keep itself busy while the China Price rises sufficiently over the next decade to justify redistribution of manufacturing around the globe. The US will dig itself out of a recession by embarking on a green economy driven campaign of transformative infrastructure renewal that will keep Americans employed while creating a legacy for future generations, and showing the way for Asia to avoid polluting itself and the planet to death as its per capita footprint expands toward that taken for granted by the OECD. If these dual forces come together, raw material supply will continue to be in deficit for another decade. While resource stocks are vulnerable to being pushed lower during the interim as these assets get dumped by investors squeezed by the lack of liquidity for their supposedly less risky financial assets, they will turn around sharply when new money, driven in part by sovereign entities, sweeps in to buy up raw material related assets in a quest to achieve long term security of supply. When this happens, amid base metal prices staying at current levels or even drifting higher, there will be a global realization that for the raw material producers this time is different, and the wall of worry that has characterized this resource boom since 2003 will vanish as mining companies get repriced as growth stocks. At the same it will become apparent that the hegemonic dominance of the United States is fading, and as the world enters a multi-decade transition period during which the US dollar loses its benchmark status for the value of all things, demand for gold ownership will skyrocket, gold will breach $1,000 in 2008, and move sharply towards $2,000. All of this translates into a fabulous opportunity to buy juniors whose markets are stressed by circumstances for which the sector bears no responsibility.
Cambridge 2007 Resource Investment Conference Toronto, Canada October 22, 2007 Keynote: The Race to Production and the Revival of Exploration Plays
Presents the idea that it will be several years before new metal supply reaches the sort of surplus conditions that could bust prices, but argues that the super cycle represented by the Rise of Asia will continue to build demand. Argues that during the next couple years we could see base metal prices spike to new records, and that the new long term equilibrium to which they settle will be substantially higher to the levels that prevailed during the bear market years of the late nineties. This is creating a race to production among juniors who have "pounds in the ground" projects. Argues that there is a risk that the subprime mortgage reset problem could unleash a real estate collapse unless the investors who hold mortgage securities take a bath and the default/foreclosure cycle is brought under control. If a US real estate collapse develops it would likely break the super cycle. Presents the idea that the dual problem of aging OECD infrastructure and global infrastructure is unleashing a green revolution whose footprint consciousness will drive a capital spending boom in the OECD that incorporates new concepts and technology involving durability, efficiency and renewable energy which will provide the jobs that keep OECD residents busy while we wait for a growing Chinese middle class to push up the China Price to levels where global trade ceases to be a one way traffic. This "green economy" renewal process will generate new raw material demand from the OECD. Argues that gold will flourish as investors seek an alternative asset class to store their wealth as we enter a transition phase during which the United States loses its dominant economic status and generates uncertainty about what the world will look like 20 years from now. In other words, gold is going up because the world is prospering and the US dollar is slowly losing its benchmark status. Finally makes the case that the volatility of base metal prices during the next few years will spark interest in exploration discovery plays whose grades are economic at prices well below current prices, and consequently will attract speculators who are indifferent to commodity price fluctuations and are focused on "how big and how valuable".
Cambridge 2007 Resource Investment Conference Toronto, Canada October 22, 2007 Workshop: Is McFauld's Lake shaping up into a Great Canadian Area Play?
Reviews what makes a Great Canadian Area Play, explains how the nickel-copper-PGM discovery by Noront at McFauld's Lake so far meets all the criteria except the critical one of being off-the-scale world class such as Voisey's Bay was, and shows how to apply the rational speculation model in a Great Canadian Area Play.
Academy and Finance/Carrierre Conference Geneva, Switzerland October 4, 2007 Base Metals Investing
Small venue conference attended by 100 plus wealth managers which featured John Kaiser and David Coffin providing overviews of the copper, nickel and zinc markets along with strategies for investing in juniors, interspersed with corporate presentations by 7 companies, with Kaiser and Coffin posing questions to the corporate speaker on issues not covered by the presentation. The slide show contains the slides that accompanied John Kaiser's presentations.
Academy and Finance/Carrierre Conference Zurich, Switzerland October 2, 2007 Base Metals Investing
Small venue conference attended by 100 plus wealth managers which featured John Kaiser and David Coffin providing overviews of the copper, nickel and zinc markets along with strategies for investing in juniors, interspersed with corporate presentations by 7 companies, with Kaiser and Coffin posing questions to the corporate speaker on issues not covered by the presentation. The slide show contains the slides that accompanied John Kaiser's presentations.

 
 

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