John Kaiser Exclusive – Wed 19 Sep, 2018

The Distraction Of Cannabis Stocks and An Update On Novo in Western Australia

John Kaiser, Founder of Kaiser Research addresses a couple key topics for resource investors to consider. First is the fact that cannabis stocks have been a huge distraction for retail investors. The second is some of the actions Novo has been undertaking in Australia. We continue to wait for trenching results but the Company is busy building it’s land package. Please email me with any companies or topics you would like me to discuss with John…

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John KaiserCory Fleck

  1. On September 19, 2018 at 1:14 pm,
    b says:

    I would think the one road is going to take alot of resources.
    Canada pot is hiring big time.

    Bob thinks its a bubble, maybe it is, but the companies are still going to be making cash hand over fist if it pops.

    People will invest in them because they will be considered sound investments, other companies should pray they dont decide to pay dividends.

    Here is a thought, maybe people will see jr mining for what it is, a big gamble, they are horrible money managers as they constantly need money, people could start to think “do I want to invest in companies that cant handle cash, or would I rather invest in a company thats making more money than they can count?”

    Personally, I like jr mining. lol
    I agree with mr Kaiser, the hope of bonanza keeps me glued.

  2. On September 19, 2018 at 1:22 pm,
    b says:

    Maybe there are sites covering pot companies, I dont know.

    Im just thinking that maybe people would be interested in pot companies.

    An interview on occasion?

  3. On September 19, 2018 at 2:02 pm,
    Robert Moriarty says:

    Kaiser barely has a clue as to what Novo is up to. I think he’s bent out of shape because Quinton forgot to send him a Xmas card. I’ve got some bad news for John. Quinton didn’t forget.

    To suggest that “Novo certainly seems like it’s all over and done with” is proof of how far Kaiser is outside the loop. Quinton Hennigh is one of the brightest two or three guys I know in the industry. The suggestion that he doesn’t know what he is doing or would hide poor assay results is nothing short of absurd. Not quite as absurd as Kaiser mumbling about 20 billion ounces of gold in the Pilbara as he said a year ago but pretty close.

    I saw historical documents a year ago talking about placer gold in Egina. The gold is on a native reserve and even getting permission to enter is difficult. DeGrey, Novo and Pacton all have prospective ground there for placer. That would be far cheaper to process and permitting would go quicker.

    All three companies have to come to some sort of arrangement with the locals but Novo;s experience is that they are professional and reasonable. Quinton knows where the gold is, what the grade is and has people experienced in placer production.

    Novo has a lot of gold near surface at Beaton’s Creek and one day Millennium will realize they have millions of ounces that won’t work in their mill but Novo has high grade oxide gold that would work. Millennium would need $50 million to upgrade and they don’t have it and probably can’t get it.

    SGS is 100% responsible for the delay in samples being announced. It’s not a Novo issue and the company is moving ahead in ways Kaiser doesn’t know anything about and I doubt ever will.

    I was writing about Novo six years ago. Jay Taylor has been writing about it for five years. For Kaiser to come along a year ago and pretend he invented gold in the Pilbara is little more than a demonstration of how he needs subscribers. He was saying idiotic things a year ago and hasn’t changed a bit. He’s just lurched to the other end of the spectrum.

    Novo is a lot cheaper than it was in November but the high in November will be broken one day soon.

    • On September 19, 2018 at 4:21 pm,
      spacenormal says:

      I have been following novo and the pilbara sisters for a long time. About a year ago
      it became a compulsion. I believe the story just gets better and better.And for novo to buy into the egina area speaks volumes . plus there ‘s austraila’s conection to antartica which is absolutely never talked about and may be a key to the puzzle in the first place. check out novo presentation at their website of ur and the pagean theory. novo,degray,kairos deserve your attention.

    • On September 19, 2018 at 6:28 pm,
      David says:

      I bought into Novo many years ago based on your articles on 321gold. I am still holding all shares bought over time. Looking forward to even bigger things from Novo and several other Pilbara miners. Thanks for being right and telling us about it.

      • On September 19, 2018 at 8:15 pm,
        Excelsior says:

        +1 David.

        The reason I found out about Novo 2-3 years ago was through Bob M. and Jay T. respective websites and coverage, and talking about it with posters on here the last 2 years like Bonzo Barzini. Also the KER has been covering this story from fairly early on, before the metal detectors and youtube videos were ever on the table.

        I’m not currently holding shares, but did make 150% on the first tier I sold of my position and 200% on the remaining portion. That feels very stupid considering I was buying most of the position in Jan and Jun 2017, and the stock went on to be a 10-bagger from there, but I’ve honestly never seen anything develop that has potential and has captivated investors attention like the Pilbara story that has been unfolding the last few years.

        I’ve considered throwing another fishing pole in the water with a small position recently, but have too many stocks and am trying to divest some of them on good rallies to consolidate my focus down a bit more. Still Novo has that wildcard upside that seem worth at least taking a small punt on it, especially if it pulls back any further.

        Cheers and good luck to all in their trading.

        • On September 19, 2018 at 8:36 pm,
          Excelsior says:

          Correction to above statement, my first trading only netted around 100% and then had 2 more trades netting around 150%, so I didn’t even get to a full 2 bagger. 🙁

          It isn’t a very cool Novo story, compared to many that have the whole enchilada like some on here, but those are still very handsome profits on a mining stock trade, I I’ll take the profits as they come.

          It is easy to beat oneself up for exiting a winner too soon, but there are plenty of investors that piled on with Novo, or other explosive exploration & development plays, at much loftier levels; and then have ridden those stocks down to lose a hefty percentage of their position. That is a far worse experience, and we’ve all been there before, but hoping for them and Novo that the best is yet to come.

  4. On September 19, 2018 at 3:03 pm,
    Bonzo Barzini says:

    Kaiser says USA won’t legalise pot while Trump is in office. Perhaps when the clueless Sessions is fired soon the new AG might not fight pot.
    I’ll avoid pot and stick with Novo and Quinton.

  5. On September 19, 2018 at 4:38 pm,
    Jason says:

    I thought it was crypto stealing all the gold investment money? Gold Bugs always have an excuse.

  6. On September 19, 2018 at 7:00 pm,
    Robert Moriarty says:


    Clipto only stole $600 billion of the gold investment money but it’s now sitting safely in money heaven.

    Actually if you care why shares have been hammered, look to Vanguard. But it’s always darkest before the dawn. There will be a barn burning rally soon.