Investors' Corner

Articles by John Kaiser

An alternative narrative for gold and silver
Gold and silver companies, be they producers or ounce-in-the-ground developers, have lagged the recent rise in gold and silver bullion prices to record levels, confounding expectations of a long-awaited precious metals equity market boom....

12/7/2011 11:02:00 AM | Full Story


Beyond Supply & Demand
The eruption of media anxiety last summer about the future of rare earth supply has awakened market interest in a dozen or so Australian and Canadian resource juniors who had already acquired or disco...

3/1/2010 | Full Story


Where To Stash Your Cash
How do you value a gold company whose primary project has millions of ounces in the ground, particularly when the project faces a raft of challenges that range from permitting obstacles to marginal ec...

9/1/2009 | Full Story


John Kaiser's Ounces in the Ground, Part II - Banro's Twangiza
Company: Banro (BAA-T)

9/11/2009 1:58:00 PM | Full Story


Ounces in the Ground, Part 1
Eastern Canada hosts and has hosted some of the world's great gold mines. Names like Hollinger, McIntyre, Campbell-Red Lake, Hemlo, LaRonde, Malartic, and Sigma-Lamaque have launched companies, career...

6/1/2009 | Full Story


Finding The Ups In A Down Market
Bottom-fishing is a contrarian strategy of buying companies at a cyclical low when the outlook for resuming an uptrend is overwhelmingly negative. Canadian resource sector juniors are a special bre...

12/1/2008 | Full Story


The Great Canadian Area Play
Area plays have long been a mainstay of the Canadian junior exploration scene that periodically dominates market speculation and media coverage. They have generally erupted amid dismal bear market con...

9/1/2008 | Full Story


The Kaiser Rules: John Kaiser's 10 Strategic Rules


6/1/2008 | Full Story