Post by
ekim on Jan 19, 2015 8:45pm
Kaiser update - full
Location - Vancouver Resource conference.
Attendance - Much larger room then last time. 1/4 full...but more people then last time...and the main exhibition booths were not open yet.
Gender - 99% male attendance
Age - 90% over 55 years of age. Kaiser was on the young side of the demographic.
Topic - How to find 10 baggers.
Exploration sector - Valuations are at an all time low - upside extrordinary.
Huge decline in value...but also volume.
China super cycle is done. Moved from infrastructure growing to domestic consumption.
Predicting a super cycle from India over a 5 to 7 years in the making period. Assuming it can get past beaurcracy in the country.
Low oil prices - will last no longer then 2 years. Oil taking down was direct relation to russia and iran.
700 companies are now with negative working capital.
31% of companies with market cap less then 1 million.
Cost 200K annually to even exist as a public company.
Quick picks
Amarc Resources
TSD
First Point Minerals - Incompotent Hedfge manager got involved. It needs to find a compotent management and team to make it work.
Zinc - Inzinc Mining Ltd.
PGD - Oversold, Friedlands will exercise warrants at 21 cents. Not a 10 bagger in 2015, could be a 5 bagger. 10 bagger possible come 2016 when the pea comes out.
Scanadium - Scanadium INTL
Gold
Probe Mining - Bought out at unfortunately $5...will not be a 10 bagger.
Midas/Temex/Cartier/Highway 50
That is it.
He said the presentation will be available later tonight.
I believe it will be listed under here: --https://www.kaiserresearch.com/s/Speeches.asp?ReportID=268351
LONG...PGD
EKIM