John Kaiser Exclusive – Thu 6 Dec, 2018

Overall Value Traded In The Resource Sector Is Way Down…

John Kaiser, Founder of Kaiser Research joins me to share his thoughts on the overall decrease in traded value on the Venture exchange. This decrease across the board has John excited with the values he is seeing in the stocks. If the fear trade picks up that will help to drive stocks but also if there is a more severe market decline John does not see too much more downside in the price of the metals.

Click download link to listen on this device: Download Show

Click here to visit John’s website – Kaiser Research.

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  1. On December 6, 2018 at 9:27 am,
    CFS says:

    Group Eleven Resources Announces New Mineral Resource Estimate at Ballinalack (CNW Group/Group Eleven Resources Corp.)
    “We are very pleased with this first NI43-101 Mineral Resource estimate on the project as it demonstrates concrete progress at Ballinalack. Specifically, we are delighted that the average grade of the MRE is significantly higher than the historic estimate from 1991 and that the metal content, despite a higher cut-off, remains above a billion pounds of zinc and lead” stated Bart Jaworski, CEO. “Furthermore, the deposit is open along and across strike, corroborating our recent drilling which helped identify four targets in the lower Navan Beds, three of which already contain strongly mineralized historic intercepts.”

    “Strategically, it is important to remember that Ballinalack is located only 50 kilometres from Boliden’s giant Navan zinc mine – the largest zinc mine in Europe. With the Ballinalack MRE completed, we now have a springboard from which to focus on significant discovery both near the deposit and regionally as part of our ongoing ‘Big Think’ initiative.”

    The Ballinalack project contains estimated Inferred Mineral Resources of 5.4 million tonnes grading 8.7% Zn+Pb combined (7.6% zinc and 1.1% lead) and 9.0 g/t silver (see Exhibit 1). This represents the Company’s second resource after the maiden Inferred Mineral Resource announced on the 76.56%-interest Stonepark project, also located in Ireland (see news release dated April 17, 2018).

  2. On December 6, 2018 at 9:36 am,
    CFS says:

    Sandstorm Gold Ltd. has amended its revolving credit agreement, allowing the company to borrow up to $225-million (U.S.) for general corporate purposes, including acquisitions, share buybacks and dividends.

    The amounts drawn on the revolving loan are subject to interest at London interbank offered rate plus 2.00 per cent to 3.00 per cent per annum, and the undrawn portion of the revolving loan is subject to a standby fee of 0.45 per cent to 0.675 per cent per annum, both of which are dependent on the company’s leverage ratio. The syndicate of banks include Bank of Nova Scotia, Bank of Montreal, National Bank of Canada, Canadian Imperial Bank of Commerce and Royal Bank of Canada. The revolving loan has a term of four years, maturing in December, 2022.

    Sandstorm’s president and chief executive officer, Nolan Watson, commented, “With our commitment to use current cash on hand as well as our 2019 operating cash flow to fully complete our 10-per-cent share buyback plan, we are pleased to be able to increase the size and reduce the cost of our undrawn revolving credit facility in order to ensure that we continue to have sufficient liquidity to grow the company.”

  3. On December 6, 2018 at 9:39 am,
    CFS says:

    Dec. 6, 2018 /CNW/ – Uranium Energy Corp (NYSE American: UEC, the “Company” or “UEC”) is pleased to announce that the Company and its lenders, which include Sprott Resource Lending Partnership, have agreed to extend the Company’s current $20,000,000 senior secured credit facility (the “Credit Facility”) to January 31, 2022 without any principal repayments required until maturity (collectively, the “Credit Facility Extension”).

  4. On December 6, 2018 at 9:41 am,
    CFS says:


    Skeena Resources Ltd. has released additional gold-silver drill results for eight holes from the recently completed phase I surface drilling program at the Eskay Creek project located in the Golden Triangle of British Columbia. The multifaceted phase I program was performed in the 21A, 21C and 22 zones. Assays reported in this release are from the 21C zone; assays from the remaining 21A and 22 zones will be released when available.

  5. On December 6, 2018 at 10:03 am,
    Silverdollar says:

    Thanks Cory. John isn’t selling anything like a lot of analysts. I always appreciate his deeper thinking on the subject of PMs. He could be very correct in his outline of potential happenings with the world financial/trading system. It’s not that far out of the realm of possibilities. We’ll see!

  6. On December 6, 2018 at 10:16 am,
    spanky says:

    $CDNX has been absolutely destroyed this year.

    Recall that I warned about the ugly pump and dump that took place at the beginning of the year, only to be poo poohed by Matthew–you know, I’m too “linear” in my analysis.

    The only question now is whether it forms a V-bottom or just bounces lower on its way to retest its 2016 low of 466. No doubt it is incredibly oversold here, but expect shenanigans into and around the FOMC.

    • On December 6, 2018 at 10:28 am,
      Matthew says:

      You have proven yourself to be very linear in your “thinking” — which totally explains your embarrassing emotional outbursts. I’d just like to know how well your expectations matched reality in the big move up in 2016.

      • On December 6, 2018 at 10:53 am,
        spanky says:

        Sometimes it is ok to get bearish. The earlier the better.

        If you have ridden $CDNX down this far, what’s another 100 point decline from here? Might as well start buying from here until the low.

        • On December 6, 2018 at 2:11 pm,
          Matthew says:

          You’re delusional if you think it was ok to be bearish in 2016 — the best move of the last several decades for the miners.

          • On December 6, 2018 at 2:18 pm,
            spanky says:

            I never ever said that.

            GDXJ was down what, like 90% or something from the top. I would never be bearish after something like that.

            In no way shape or form was $CDNX in early 2018 equivalent to the miners in late 2015.

            Just admit you were extremely wrong for 2 years straight.

          • On December 6, 2018 at 3:44 pm,
            Matthew says:

            You fool, I was nothing but a seller two years ago.

          • On December 6, 2018 at 4:02 pm,
            spanky says:

            You speak out of both sides of your mouth. You will never ever admit you were wrong. You can’t even speak the words. The best you can do is utter something like “I am not always right.” You are pathetic. The worst kind of charlatan.

          • On December 6, 2018 at 4:13 pm,
            spanky says:

            You pump metals and miners day after day after day with your trash technical analysis. And when you are wrong, you just say “I sold at the recent top.”

            You are a charlatan. Instead of pumping day after day, you should tell your actual trades instead of telling us in hindsight you sold at the top. god knows how many people on this board have listened to your incessant pumping and actually bought miners only to get caught when the bottom fell out.

          • On December 6, 2018 at 4:31 pm,
            spanky says:

            You have probably ruined lives of people who frequent these boards with your pumping of IPT.V and USAS. How many times have you said “the selling is over.”

            If I were more cynical than I already am, I would assume you have been dumping your shares on the people who frequent KER.

          • On December 6, 2018 at 7:15 pm,
            Matthew says:

            You just proved I was right all along about you being a scumbag. What a little piece of excrement you are.
            Luckily, people like you tend to lose everything.

          • On December 7, 2018 at 5:58 am,
            spanky says:

            yes, I’m the scumbag for being right and cautious. You, the charlatan who has ruined lives, are the good guy. Ok. Whatever you want to believe in that warped brain of yours.

          • On December 7, 2018 at 8:48 am,
            Matthew says:

            Some sites have a paywall, this one needs an IQ wall to keep out miscreants like you who don’t know how to handle the info or opinions of others and attempt to avoid personal responsibility.
            In fact, you’re too stupid to grasp that others here do not have your deficits and are happy to weigh all information and make their own decisions.

            I’m being too kind when I call you a scumbag and am glad you’ve had such a stressful year. You deserve it and need a few more.

          • On December 7, 2018 at 8:50 am,
            Matthew says:

            P.s.- You’re also a scumbag for your misrepresentation of the facts.

          • On December 7, 2018 at 9:34 am,
            Cory댊 says:

            Guys please be nice. Matthew, Spanky started this thread by presenting his comments and not coming after you. If is ok to be bearish. I find I learn a lot from those who are bullish and bearish alike. No one is right all the time.

            Please everyone try to keep this blog welcoming so people comment and share ideas 🙂

          • On December 7, 2018 at 9:49 am,
            Matthew says:

            Cory, he actually did come after me when started the thread. He used my name for a reason and I replied. But that’s ok, I’ll leave the sorry character alone.

          • On December 7, 2018 at 10:37 am,
            spanky says:

            Saying that you “poo-pooed” my bearish take on $CDNX constitutes “coming after you”???? Moreover, it is a totally true statement.

            You are a thinned skinned sociopath.

          • On December 7, 2018 at 10:55 am,
            Matthew says:

            Unlike you, I just stick to the facts. For example, people who pay attention, like Ex, know that I have not favored USAS for a very long time yet you claim that I have been “pumping” it.
            Furthermore, based on your logic, anyone who shares anything is somehow responsible for the decisions of others. This is a big part of what makes you despicable.
            You’re also dishonest to suggest that I am not transparent. I’ve always discussed my high risk tolerance and the need for others to know what they can tolerate. Most people do not need to be told that no one is always right.
            Ok, now I’m done. Sorry Cory.

  7. On December 6, 2018 at 10:19 am,
    spanky says:

    $CDNX closed its gap from March 2016 this week. There don’t appear to be any lower gaps, so there is that.

  8. On December 6, 2018 at 10:27 am,
    spanky says:

    They are breaking silver down today. If they close SLV below 15.58 you can probably expect pain next week and potentially starting tomorrow.

    GDX is acting much stronger. As I have been saying, I did expect it to back test the 100 dma immediately after the 50 dma crosses above it. I expect it head lower into next week as that occurs.

  9. On December 6, 2018 at 11:19 am,
    Snowy says:

    Well I own a junior with $45M in cash. Their PEA is saying about a $2B NPV of the project. And then their current market cap is $85M. I can’t imagine how people can trade some of these down much more than this.

    I also am shocked there aren’t more buyouts right now. These companies are just extremely too cheap to pick up.

  10. On December 6, 2018 at 11:44 am,
    b says:

    Gotta be careful with Mexican mines, I guess gng has stopped work due to drug cartels.

  11. On December 6, 2018 at 12:34 pm,
    spanky says:

    HL–what can you say? It’s chart is absolute misery on every timeframe.

    Since the 2016 top it has been stairstepping down the entire time. Its weekly stochastics have not hit overbought in over 2 years. That is absolutely nuts.

    It was actually one of the best performers among large miners off the 2016 lows. While it could rally any day, one has to wonder whether they will pound the crap out of it into the 19th. given that GDX is probably going to weaken during that time, I can only imagine what they might do to HL.

  12. On December 6, 2018 at 12:42 pm,
    spanky says:

    Dow is putting in an enormous reversal candle today. I imagine that there should be some follow through leading into the FOMC. Probably the opposite for metals and miners, but I guess we will see.

  13. On December 6, 2018 at 12:47 pm,
    spanky says:

    lol. Market rallying on a WSJ report Fed will consider a more cautious approach to rate hikes. There are your free markets folks.

  14. On December 6, 2018 at 12:50 pm,
    spanky says:

    Depending on where the Dow closes, this could be one of the biggest reversal candles in history.

  15. On December 6, 2018 at 8:22 pm,
    Markedtofuture says:

    Can gold mining save a fading Washington town? All eyes on Adamera..ADZ.V

    For the Eastern Washington town of Republic, dreams of revival rest on a new approach to gold mining.