John Kaiser Exclusive – Thu 1 Nov, 2018

Comments On The General Health Of The Metals Stocks, Both Juniors and Majors

John Kaiser, Founder of Kaiser Research joins me to discuss the overall health of the PM sector in terms of the stocks. We look at a couple of the stories that are moving, thanks to nice drill results and how the majors are fairing after a disappointing quarter.

Click download link to listen on this device: Download Show

Click here to visit John’s site.

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  1. On November 1, 2018 at 11:14 am,
    Matthew says:

    That to-the-penny gap-fill that I mentioned yesterday apparently meant something…

    • On November 1, 2018 at 12:02 pm,
      Charles says:

      What is your initial target for GDX? $21?

      • On November 1, 2018 at 12:17 pm,
        Matthew says:

        Yes, exactly. Then 21.25

  2. On November 1, 2018 at 11:59 am,
    Charles says:

    I saw your note on FXI yesterday. It appears to be blasing off today. The weekly looks pretty good to.

    • On November 1, 2018 at 12:18 pm,
      Matthew says:

      It looks very good and doesn’t even have a weekly MACD buy signal yet.

  3. On November 1, 2018 at 12:33 pm,
    Charles says:

    Thanks. I checked out EEM which is broader than FXI and it looks about the same. I own a bunch of EEM in an IRA I hold. I am thinking of trading out of some of those shares (which I have held for several years) and put some in FXI as FXI appear to be followed here and by some other techical traders I follow. Not sure yet, just thinking about it.

    • On November 1, 2018 at 12:45 pm,
      Matthew says:

      You’re right to be hesitant, in my opinion, but moving into some/a little FXI is probably not a bad idea.
      For EEM’s top countries, sectors, and holdings, scroll down here:

  4. On November 1, 2018 at 12:56 pm,
    Charles says:


  5. On November 1, 2018 at 1:23 pm,
    CFS says:

    The election win by Jair Bolsonaro in Brazil potentially augers well for resource companies.
    Bolsonaro is right-wing, authoritarian, extreme anti-Marxist. That he was elected by such a large margin indicates that the Brazilian populace is not anti-socialism, but tired of corruption of leadership. The danger of Bolsonaro’s win is that he has the potential to become a right-wing dictator. Hopefully, however, he will cut regulations, crime and corruption and attempt to kick-start a country which has immense potential and that will be great for resource companies in Brazil.

  6. On November 1, 2018 at 1:28 pm,
    CFS says:

    China and US to talk?
    Here’s Ira’s metals….
    Trump support IMO will gain in the upcoming election.

  7. On November 1, 2018 at 1:46 pm,
    Matthew says:

    This week’s candle has turned into what I’d hoped it would – a right shoulder…
    If the week ends at today’s close or higher, the smarter of the remaining shorts will be covering on Monday morning.

  8. On November 1, 2018 at 3:55 pm,
    Matthew says:

    Stock bears should be a little more careful with this bounce than the one that happened two weeks ago:

  9. On November 1, 2018 at 5:18 pm,
    Mickey Mantle says:

    I know John Kaiser follows this stock. President of SIR message for the troops and newbies KD
    October 31, 2018
    Dear Fellow Shareholders,
    It’s been an exceptionally busy last 6 months for all of us at Serengeti. As you know, the Kwanika project has been our main focus this year with ongoing prefeasibility studies (PFS) underway, including a new round of drilling (7,400m of core in 21 holes) completed in early September. Last week, we released the results for the first 2 holes in the Central Zone deposit. These very positive drill results including 514 metres grading 0.64% Copper and 0.80 g/t gold in drill hole K-180 were well received by the market, resulting a SIR rerating on significant trading volume.
    As I stated back in January, the overall objective of the Kwanika PFS is to identify the best alternatives to optimize project design and find ways to further improve project economics. In that context, this year’s drilling was a delineation program in support of the on-going PFS work. The program was designed to increase the certainty of the mineral resources, because grade and tonnage are always one of the key inputs into a financial model for a mine.
    I commented in the recent news release that holes K-180 and 181 returned long intervals with excellent copper and gold grades within the potential open pit domain and potential underground domains outlined in the PEA. This is an important result that could potentially have a positive impact on both the open pit and underground resource tonnages and grades. Specifically, we’re hoping that we’ll see an increase in the underground gold grades once all of this year’s results are released over the coming weeks and included into a new mineral resource estimate early in the new year. If we are successful on both these fronts, we could potentially see higher-margin project economics as we roll this new data into the PFS.
    Another economic input that we’ll be looking at is the project’s capital expenditure (capex). Our engineers are reviewing the possibility of deferring some of the initial capex for the underground phase by expanding the open pit mine life. This then could lead to using cash flow to fund additional capital obligations and ultimately have a substantial, positive impact on the project economics.
    There’s clearly lots for our engineers to work through ahead of completion of the PFS in mid-2019, but we’re off to a very good start with the new drilling. The coming year should be an exciting one for the Company and I hope to outline our plans and objectives for Kwanika for the coming 6-9 months in a news release during November so please look out for that. We’ll also continue to release results from this year’s drilling at Kwanika. Look for regular website updates as new technical information becomes available.
    On the exploration front things are shaping up well. We have two, advanced exploration bets at Atty and Croy Bloom properties where we’ve identified terrific drill targets for testing next year and we have yet to report on exploration carried out on a number of our early stage properties this past summer.
    On the marketing front, we’ll be getting out and meeting existing and potential investors in November. There’s a busy schedule planned culminating in Serengeti attending the 121 conference in London, England in late November. Closer to home we are participating in porphyry copper deposit technical session at University of British Columbia in early November.
    As always, we welcome your calls and emails, or you can visit our website at or follow us on twitter at @SIResources to track our progress. Thank you for your continuing interest and support.
    Yours truly,
    David W. Moore
    President & CEO

  10. On November 1, 2018 at 7:21 pm,
    CFS says:

    off topic, political comment.

    There are nearly 300,000 children of illegal aliens born in the United States every year, exceeding the total number of U.S. citizen births in 48 states. New wide-ranging analysis by the Center for Immigration Studies’ Steven Camarotta reveals that there are roughly 297,000 births per year to illegal immigrants in the U.S.

    This creates great stress on education and healthcare systems in the U.S., and will at the current rate produce a loss of culture within only a couple of generations.

  11. On November 1, 2018 at 8:17 pm,
    Matthew says:

    With respect to politicians and their supporters, Hoppe nails it…

  12. On November 2, 2018 at 5:17 am,
    CFS says:

    Society has been totally dumbed down by public (government) education. The future will be bleak until the revolution occurs, but then what; will it be a tax revolt or a more violent one?
    Will any attempt be met with Authoritarian violence?
    With loss of control of the Media can there be any revolt?