Kaiser Bottom Fish OnlineFree trialNew StuffHow It WorksContact UsTerms of UseHome
Specializing in Canadian Stocks
SearchAdvanced Search
Welcome Guest User   (more...)
Home / Works Archive / Kaiser Blog
Kaiser Blog

KRO Weekly Summary: September 1 to September 7, 2019

KRO Weekly Summary: September 1 to September 7, 2019
The KRO Summary lists all Trackers and Blogs published during the designated weekly or monthly period so that so readers can easily catch up on what they may have missed. We no longer notify KRO members by email about new material except in special circumstances. When a Tracker is posted at KRO we notify members through the KaiserResearchOnline Slack Workspace. If you are an active KRO member and not registered on Slack, please let us know and we will send the invite. We will email the link to the KRO Summary to all KRO members when it is published. We will also Tweet the link so that Twitter followers can catch up at their leisure. The title links to the Tracker or Blog, the charts in the Discovery Watch Blog link to the YuoTube audio segment for that company, and the Tracker charts link to the free Corporate Profile. On occasion we may include commentary on the state of the market.
The mood during the Metals Investor Forum in Vancouver on September 6-7, 2019 was distinctly more upbeat than at the May MIF conference when gold's rally was just getting underway. The registration cap was hit and attendance was good on both Friday and Saturday. The speaking hall was full for my presentation (Direct JK presentation YouTube link and Presentation pdf) with the audience staying for the Forum Metals, Orestone and Rugby presentations in my session. We also had a full house for the hour long panel session at the end of Saturday in which Eric Coffin, Gwen Preston, Greg McCoach (who has decided to grow his hair out until we are back in a full-fledged bull market), and myself shared perspectives on a variety of questions posed by Gwen (Direct Panel YouTube link). My MIF September 2019 Conference Center will feature links to all the presentations and interviews as they get posted online over the next couple weeks.
While the mood was upbeat it was at the same time cautious; the thrashing gold got on Thursday and Friday was a reminder of the latent fear that the gold rally will prove to be a flash in the pan that will surge towards $2,000 but then fail as it did in 2011, only to be followed by another prolonged period of misery for the resource juniors. Among the juniors there certainly was no feeling that anything is easy (except perhaps in the case of Great Bear management), but it was interesting that both Yale Simpson of Rugby and David Hottman of Orestone that MIF September 2019 was the first time in years that they had addressed a large audience. The public may still be timid but the resource sector side of the street is rolling up its sleeves because it shares my view that gold is in the early stages of a sustained rally that will reprice gold into the $2,000-$3,000 range in real terms, which has huge implications for exploration and development juniors. And then the story will be when and why gold will hit $5,000-$1,000 because once a thumbs up for gold is no longer a thumbs down for Trump the traditional audience for juniors will rediscover their lost enthusiasm for gold.
Sep 2, 2019 - Blog - KRO Weekly Summary: August 25 to August 31, 2019
Sep 1, 2019 - Blog - SDLRC: Brooke Clements highlights technical diamond articles for September 2019
Sep 1, 2019 - Blog - Kaiser Media Watch Blog - September 1, 2019 to September 30, 2019
Sep 3, 2019 - Blog - KMW Blog September 3, 2019: Discovery Watch September 3, 2019 with Jim Goddard and John Kaiser
Sun Metals Corp (SUNM-V) Westhaven Ventures Inc (WHN-V) Orestone Mining Corp (ORS-V)
Sep 4, 2019 - Tracker - Tracker: Did the Janice Lake bear get lost looking for Love Lake?
Forum Energy Metals Corp is in the midst of a 7,000 m drill program at Janice Lake operated by Rio Tinto which optioned up to 80% in early May 2019, but the junior's new 100% focus is the 30,834 ha Love Lake project in northern Saskatchewan that it staked in June 2019 for its nickel-copper-platinum group metal potential. It sits within the 150 km by 30 km Peter Lake Domain bounded on the west by the Wollaston Domain within which the sediment hosted copper-silver Janice Lake project is located, a...
Sep 4, 2019 - Tracker - Tracker: Is next door to next door that Rugby will find another Cerro Vanguardia?
Rugby Mining Ltd is finally drilling the Motherlode project in the Philippines after waiting 8 years for proper title transfer, but, in a sign that the management team headed by CEO Bryce Roxburgh and Chairman Yale Simpson is gearing up for a new resource junior bull cycle, Rugby on July 31, 2019 optioned the El Zanjon gold-silver prospect in Santa Cruz province of Argentina. This marks the team's return to that part of Argentina which yielded a $420 million buyout by Yamana in mid 2012 for Exto...

You can return to the Top of this page

Copyright © 2021 Kaiser Research Online, All Rights Reserved