Market Factors At Play For The Metals
John Kaiser, Founder of Kaiser Research joins me today to outline the main market factors he sees at play for the metals sector. We look at the recent volatility that has the complacent investors reconsidering their mentality for the markets. There is also a balance between a growing economy that supports the metals vs the opinion the a major collapse is what the sector needs.
Click download link to listen on this device: Download Show
Click here to visit John’s site for more metals and stock focused commentary.
Knocking Trump is fine but not when those doing it had no problem with Obama or Bush. Then we’re dealing with complete idiots.
John Kaiser, best that I can tell, is not a trained geologist. Hard to put much faith into what he says about exploration plays. Mickey Fulp and Brent Cook, on the other hand….they seem to know of what they speak.
Kaiser is also no economist and obviously suffers from cognitive dissonance. Of course, that’s why he’s on the left despite his age/experience.
+1
@bslusarchuk – “Today was an important day for (KNT). John Lewins (K92 CEO) and his team in PNG did a great job onsite going from a discovery hole (8 months ago) at Kora North to today’s news re: achievement of commercial production. Kora is wide, high grade and a whole lot different than Irumafimpa obviously. The ability of the guys onsite to go from discovery through the stage of extensive grade control spaced Kora North drilling to Kora North production within a relatively short time span is a job well done in my view. The first month of commercial production is a very good start and (as per the disclosure) is expected to ramp up, but equally important in my view is the fact that Kora remains not only open in every direction, but strongly mineralized at the extent of all drilling. This is a situation with potential of production growth AND resource growth.How large Kora will be will unfold over time via drilling. Potential is immense. I don’t post on here often but wanted to drop by to note this news as it is a big milestone. Multiple drills are onsite and lots of activity so I would hope for much more news flow in the coming days and weeks.”
—- Thanks, Bryan
@bslusarchuk – “John has done quite an exceptional job since taking over as CEO. His vision on Kora and his track record gives me a lot of confidence. Ramping up production now, post this first month now declared as of today, is the priority but concurrent expansion/exploration drilling can also add a lot of shareholder value and he is cognizant of keeping both moving forward with pace….”
@bslusarchuk – “I don’t think everybody realizes yet that all of this production that K92 referenced in the commercial production news release is coming from Kora North. And, this Kora North area was discovered only months ago. It has gone from discovery to commercial production in 8 months. The discovery of Kora North was a game changer but more importantly what has happened since the discovery is so important. We had the benefit of having the mill there, the UG infrastructure etc but this has moved at lightspeed from discovery to CP and that is 100% credit to John and team in PNG…..”
Take it away John. Very well articulated!
I missed, however, some of your insights on the mining companies 😎
John likely won’t be real popular with many on this page. He’s pointing out the stupidity of trump’s attitudes with the rest of the world. “pissin’ away money on the military…” so well said. Thanks for the show Cory.