From John Kaiser…
“I have just published an unrestricted blog article that in Kaiser style with all the graphics prints out at 30 pages. It is an attempt to articulate what I publicly squeezed into 30 minutes on June 1 during my Cambridge keynote and the 60 minutes plus at the University Club in Chicago (links to the presentations are provided). Its theme is the nature of the current bear market and why there is so little the individual or the company can do to change those conditions other than manage to deliver something monumental at the fundamental project level. It also frames why I have put so much effort in salvaging EMC and its scandium narrative.
http://www.kaiserresearch.com/
I also showcase a number of my favorite picks because at this point I think KRO members have their fill of my existing recommendations. So it is time to spread the word to the masses since the brokerage elites have become impotent. EMC, Tsodilo, NGE, Uravan, InZinc, Avrupa, Geologix, First Point, Tasman, Northcliff and Namibia Rare Earths get mentions, though not much detail. That latter deficit could generate a positive response, so be forewarned that in a couple days when I figure out how not to fall afoul of Canada’s new anti-spam legislation I’ll let all the lapsed KRO members know about what I believe to be a rather important assessment of the state of the junior resource sector and those juniors among others I think can excel as standalone successes.”
John Kaiser