John Kaiser of Kaiser Research goes over six of the junior mining companies on his watch list. He also shares some of his methods for evaluating junior mining stocks, as well as his thoughts on what to expect from the market in 2016.
At this year’s Vancouver Resource Investment Conference, John Kaiser of Kaiser Research stopped by to chat about some of the junior mining companies on his watch list. Interestingly, he noted that one-third of the companies at the event made it on his latest Bottom Fish report, assembled at the end of 2015.
“This is the cream of the crop assembling into this place,” he said. And while Kaiser admitted that the sector isn’t out of the woods yet, he’s taking the stance that “this is it.”
“We will never, ever again see such an assembly of management talent inside juniors with good projects, a lot of them still with money and at an incredible valuation level where the retail investor has never, ever in my 30 years of experience, had a chance to get access at this type of price to this type of upside potential,” he said.
After providing a quick overview of how he assesses junior mining companies (hint: to make the cut, they’ve got to have cash), Kaiser provided an overview of six of the stocks on his list. Watch the full video above for his thoughts.
Here’s a list of the companies discussed (with time stamps, in case you’d like to skip ahead):
- Arizona Mining (TSX:AZ), zinc focus (2:36)
- Mawson Resources (TSX:MAW), gold focus (4:15)
- Mirasol Resources (TSXV:MRZ), gold focus (5:21)
- Regulus Resources (TSXV:REG), copper focus (7:50)
- Silvercrest Metals (TSXV:SIL), silver focus (9:14)
- Sirios Resources (TSXV:SOI), gold focus (10:27)
Securities Disclosure: I, Teresa Matich, hold no direct investment interest in any company mentioned in this article.
Editorial Disclosure: The Investing News Network does not guarantee the accuracy or thoroughness of the information reported in the interviews it conducts. The opinions expressed in these interviews do not reflect the opinions of the Investing News Network and do not constitute investment advice. All readers are encouraged to perform their own due diligence.