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Kaiser Watch October 21, 2022: Update on May 2022 MIF Picks

Kaiser Research
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Kaiser Watch October 21, 2022: Update on May 2022 MIF Picks This episode starts with an overview of how miserable resource juniors have done this year since May 2022 when I was still optimistic resource juniors would survive the misery afflicting the general market and non-resource listings since the start of the year. Of the 5 companies in my MIF May 2022 Vancouver collection, two, P2 Gold and Vanstar, were advanced juniors whose value was tied to the price of gold and/or copper. These have suffered the most since May as the price of gold and copper trended lower. The other 3 were early stage bottom-fish rated discovery exploration focused juniors: Adamera Minerals, Searchlight Resources, and Zephyr Minerals. None have so far delivered anything that qualifies as an "emerging discovery", let alone a confirmed discovery, but thanks to the glass half empty mentality that prevailed in 2022 they never attracted an anticipation cycle, which means th …...more
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In May you presented 5 companies at the Metals Investor Forum in Vancouver. How have they fared in the current bear market for juniors?

0:00

Let's start with P2 Gold, one of your KRO Favorites which is working on the Gabbs copper-gold project in Nevada. What is needed to reverse its downtrend?

6:17

Vanstar is an advanced gold resource junior that is trending lower. Is Vanstar's future still tied to that of partner IAMGOLD?

10:24

Adamera Minerals is a gold discovery focused exploration junior. Is it any closer to making a discovery?

15:49

Searchlight Resources is a Saskatchewan focused junior with exposure to a wide range of metals. Is it any closer to delivering a discovery?

20:42

Zephyr Minerals is trying to establish itself as a gold junior in Zimbabwe. Is it any closer to doing so?

26:28
Kaiser Watch October 21, 2022: Update on May 2022 MIF Picks
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478Views
2022Oct 22
Kaiser Watch October 21, 2022: Update on May 2022 MIF Picks This episode starts with an overview of how miserable resource juniors have done this year since May 2022 when I was still optimistic resource juniors would survive the misery afflicting the general market and non-resource listings since the start of the year. Of the 5 companies in my MIF May 2022 Vancouver collection, two, P2 Gold and Vanstar, were advanced juniors whose value was tied to the price of gold and/or copper. These have suffered the most since May as the price of gold and copper trended lower. The other 3 were early stage bottom-fish rated discovery exploration focused juniors: Adamera Minerals, Searchlight Resources, and Zephyr Minerals. None have so far delivered anything that qualifies as an "emerging discovery", let alone a confirmed discovery, but thanks to the glass half empty mentality that prevailed in 2022 they never attracted an anticipation cycle, which means they have largely flat-lined, which in retrospect is better than the ski slope charts of juniors initially fueled by the pay to pump newsletter circuit. My fear is that this year will end with a massive resource junior capitulation sell-off, so the purpose of this KW episode is to assess whether I would invite any of these juniors again to a future MIF conference. To see the KRO comment with the associated graphics and comments click the link below: https://www.kaiserresearch.com/s/Kais... 0:00 - In May you presented 5 companies at the Metals Investor Forum in Vancouver. How have they fared in the current bear market for juniors? 6:17 - Let's start with P2 Gold, one of your KRO Favorites which is working on the Gabbs copper-gold project in Nevada. What is needed to reverse its downtrend? 10:24 - Vanstar is an advanced gold resource junior that is trending lower. Is Vanstar's future still tied to that of partner IAMGOLD? 15:49 - Adamera Minerals is a gold discovery focused exploration junior. Is it any closer to making a discovery? 20:42 - Searchlight Resources is a Saskatchewan focused junior with exposure to a wide range of metals. Is it any closer to delivering a discovery? 26:28 - Zephyr Minerals is trying to establish itself as a gold junior in Zimbabwe. Is it any closer to doing so?

In May you presented 5 companies at the Metals Investor Forum in Vancouver. How have they fared in the current bear market for juniors?

0:00

Let's start with P2 Gold, one of your KRO Favorites which is working on the Gabbs copper-gold project in Nevada. What is needed to reverse its downtrend?

6:17

Vanstar is an advanced gold resource junior that is trending lower. Is Vanstar's future still tied to that of partner IAMGOLD?

10:24

Adamera Minerals is a gold discovery focused exploration junior. Is it any closer to making a discovery?

15:49

Follow along using the transcript.

Kaiser Research

983 subscribers