John Kaiser

Sandy McVey of West Vault Mining Inc. talks to John Kaiser | Metals Investor Forum Sept. 2026

• Top takeaway The interviewer, not the company, supplies the valuation overlay: he ran the 2023 preliminary feasibility study, a “Base case price you were using. Which didn't produce super numbers.” base case, through his own discounted cash flow model at several gold prices and lands on “Right now we have gold at $4,400. I'm running $3,500 using my rational speculation model. For a project at this stage and taking the halfway mark. Between a 5% and 10% NPV. I come up with a fair value range of sort of $7 to $11.” He notes the stock has tripled since he first adopted it without reaching that range, and this is his own model rather than a company target.
• He argues gold is in a structural real-price reset rather than a spike about to fade, citing the earlier moves from $35 to $400, then to about $2,000 and now $4,000 plus once inflation is stripped out, and he ties that to a new wave of capital: “'Cause we're heading into a cycle. Where new companies get engineered by the Bay Street guys. Through starting a mine and then doing M&A.”
• He presses the case for building, arguing the chairman would talk to outside capital, and frames the retail opportunity as a $10,000 purchase at $2 for “you're looking at a potential 3 to 5 bagger. Over the next few years.” He also names the obstacle from the buyer's side “They would get crucified if they made an offer at, say, $8.” so a potential acquirer waits for the price to rise rather than bidding a premium now.
• He challenges the currency of the study directly “I've been using your 2023 PFS numbers. We've had inflation since then.” and asks the guest to put a range on cost escalation in capital and operating costs, and on what that would do to IRR and NPV at $3,500 and above.

West Vault's Hasbrouck gold project is permitted and build-ready, but the company is deliberately holding off on construction. Chairman Peter Palmeiro, who says he built a 47% stake near 70 cents Canadian, still controls whether to build or sell. The last capital figure cited is $66 million from the 2023 report, which the guest inflates to about $100 million today. Kaiser values the shares at $7 to $11; the guest blames thin trading, a small float and no news flow for the gap. The guest frames higher gold prices as real price gains, so project economics improve as fast as costs escalate.

Scott Casselman of Rackla Metals Inc. talks to John Kaiser | Metals Investor Forum Sept. 2026

• Top takeaway Calls Rackla his favorite tungsten junior and says he adopted it as a serious bottom-fish for subscribers when it traded around 10-15 cents.
• Voices subscriber concern that the flow-through financing signals dilution and could keep the stock stuck in its 20-30 cent range.
• Raises the unconfirmed rumor that Rackla may bid for Cantung and floats the Fireweed/MacTung group or Robert Friedland as rival bidders.
• Pushes for scout holes into the new magnetic anomalies to test whether the story scales bigger rather than keeping them as tantalizing prospects.
• Closes by expecting serious price appreciation as the market comes to understand the tungsten story and this project.

First Lentung assay results are due within weeks, and management expects drilling to support an NI 43-101 resource (Canada's reporting standard) next year. The estimate leans on resampling about 25,000 metres of 1977-1982 Union Carbide core, since twin holes confirm the historical drilling's locations and data quality. A $3.6 million flow-through financing (shares funding exploration, sold at a premium) tops up $8.5 million in hard-dollar cash already in the treasury. Drone magnetics flagged about six new anomalies - pyrite in tungsten skarn is magnetic - along a 15-kilometre limestone band, triggering a property-wide helicopter survey. Management confirms weighing a bid for the mothballed tungsten mine 55 kilometres away, viewing Lentung's near-surface high grade as a sweetener for its remaining ore.

Peter Mah & John Kaiser discuss Spanish Mountain Gold at the May Metals Investor Forum

Spanish Mountain Gold is advancing its 100%-owned gold project in BC's Cariboo Gold Corridor towards a construction decision by 2028. The company filed an updated NI 43-101 Technical Report in August 2025, outlining an optimized and de-risked Preliminary Economic Assessment. Management aims to build the 'greenest' gold mine in Canada through environmental stewardship and strong Indigenous partnerships.

Jason Weber & John Kaiser discuss Silver North Resources at the May Metals Investor Forum

Silver North Resources is fully funded for its 2026 and 2027 drill campaigns, offering investors a de-risked timeline for exploration upside. The company has made three high-grade Keno-style silver vein discoveries in only 24 drill holes at its Haldane Project in the Yukon. Located adjacent to Hecla Mining's Keno Hill operation, Silver North benefits from geological validation and potential future strategic interest.

Robin Dow & John Kaiser discuss Nevada Organic Phosphate at the May Metals Investor Forum

Nevada Organic Phosphate is advancing a large-scale organic sedimentary phosphate project in northeast Nevada with a 6.6 km strike length. The project is believed to be the only known large-scale organic sedimentary phosphate project in North America with strong infrastructure access. The Metals Investor Forum provides investors direct access to vetted management teams from companies with promising projects and strong financials.

Wesley Whymark & John Kaiser discuss Inventus Mining at the May Metals Investor Forum

Inventus Mining CEO Wesley Whymark presents the Pardo Paleoplacer Gold Project, the first significant paleoplacer gold discovery in North America. The company maintains a 100% interest in the Sudbury 2.0 Critical Mineral Project, diversifying exposure to critical minerals in Ontario. Forum highlights vetted junior mining companies with excellent management, strong financials, and promising projects for direct investor evaluation.

Marc Blythe & John Kaiser discuss Au Gold Corp. at the May Metals Investor Forum

Au Gold Corp CEO Marc Blythe presents the company's dual-asset gold exploration strategy at the Metals Investor Forum. The company is advancing the Havelock Gold-Antimony Project in Australia and the Ponderosa Gold Project in British Columbia. Investors gain direct access to vetted junior mining management teams with strong financials and promising projects.

Do Metal Prices Always Spike and Crash? John Kaiser Explains at the Metals Investor Forum

John Kaiser analyzes historical metal price spikes to determine if rapid price gains inevitably lead to equally severe crashes. The Metals Investor Forum provides investors direct access to vetted junior mining management teams to evaluate execution capability. Successful junior mining investment requires assessing management quality and project fundamentals beyond basic financial metrics.

“We’re on the Threshold of the Mother of All Resource Bull Markets” says Pro Speculator John Kaiser

• Top takeaway John Kaiser argues the sector is in a 'third inning pause' on the threshold of a 3-5 year mother of all resource junior bull markets, with the gold chart needing an estimated 6-9 months to repair after gold hit $5,600 in January before the next leg up.
• He expects gold has undergone a fundamental reset to a higher real price — not going back below $2,000 — and thinks institutional recognition of this inflection arrives by the end of the year, making this a bull market until the end of the decade.
• His strategy is rotating out of juniors with big gains into 'bottom fish' still at the dock, running DCF models on feasibility-stage companies with escalated costs and gold fantasy prices up to $7,000, since most juniors still price far less than $3,000 gold.
• He prefers smaller sub-$100 million market cap companies with competent but underexposed management that refuse to pay for pump-and-dump promotion, and he favors hybrid prospect generators that drill their own scout holes over strict generators or expensive deep drilling.
• He is negative on the current rare earth boom because China prices have not risen this cycle (unlike 2010), sees China's export paperwork blockade and price floors distorting the market, and views critical-minerals vulnerability of the West as a durable driver for the sector.

Veteran speculator John Kaiser says the junior resource bull market is at a third-inning pause, with a three-to-five year advance still ahead. Gold's parabolic run to $5,600 needs six to nine months of repair, yet juniors still do not price even $3,000 gold into their models. Kaiser rotates profits from moved juniors into bottom-fish names under $100 million, favoring feasibility-stage and discovery stories. China's cheap critical metals strategy suppresses Western projects, but export blockades on tungsten and rare earths keep supply security pressure alive. He faults LIFE financings for enabling warrant-clipping flippers and prefers competent, underexposed management teams that build audiences organically.

John Keating of PJX Resources Inc. talks to John Kaiser | Metals Investor Forum | February 2026

John Keating, CEO of PJX Resources, discusses the company's gold and base metal exploration projects in the historic Sullivan Mining Camp of southeastern British Columbia. PJX has consolidated a 100% interest in eight properties covering over 50,000 hectares with more than 20 highly prospective targets for gold, zinc, lead, and copper. The Metals Investor Forum provides investors direct access to vetted junior mining companies with excellent management teams, strong financials, and promising properties.

METALS INVESTOR FORUM | REGISTER NOW | MAY 8-9, 2026

The Metals Investor Forum is scheduled for May 8-9, 2026, at the JW Marriott Parq in Vancouver, offering free admission for pre-registered investors. An elite lineup of seven renowned newsletter editors will present handpicked, high-potential mining companies selected before they reach mainstream market radar. Attendees will gain access to key drill results, fresh company updates, and networking opportunities with industry experts shaping the mining sector's future.

Jason Dunning & Peter Mah of Spanish Mountain Gold talks to John Kaiser at the Metals Investor Forum

Spanish Mountain Gold is advancing its 100% owned gold project in British Columbia toward a construction decision targeted for 2027. The company recently updated its Preliminary Economic Assessment, outlining an optimized development plan for the large-scale Cariboo Gold Corridor asset. Management emphasizes strong Indigenous partnerships and environmentally responsible development as key priorities for advancing the project.

Jean-Sébastien David of NioBay Metals Inc. talks to John Kaiser | Metals Investor Forum | Feb 2026

NioBay Metals CEO discusses company's focus on critical minerals, particularly niobium, with projects advancing in Quebec and Ontario. Company actively pursuing R&D partnerships with universities to support advancement of critical mineral technologies for future commercialization. Interview conducted at Metals Investor Forum, highlighting vetted junior mining companies with strong management and promising properties.

Matthew Turner of Rockhaven Resources Ltd. talks to John Kaiser | Metals Investor Forum | Feb 2026

Rockhaven Resources advances its high-grade Klaza gold-silver project in the underexplored Dawson Range Gold Belt, Yukon. CEO Matthew Turner presents the company's large land package and exploration potential at the Metals Investor Forum. The forum connects vetted junior mining companies with investors, emphasizing management quality and direct engagement.

Jon Wiesblatt of Trident Resources Corp. talks to John Kaiser | Metals Investor Forum | Feb 2026

Trident Resources CEO Jon Wiesblatt presents the company's high-potential copper and gold exploration projects to investors at the Metals Investor Forum. The company applies modern exploration techniques to identify new mineral discoveries across prospective North American mining jurisdictions. Forum participants gain exclusive access to vetted junior mining companies with excellent management, a critical factor stressed by newsletter writers.

"Making Canadian Resource Juniors Great Again" John Kaiser presents at the Metals Investor Forum

John Kaiser presents his outlook on revitalizing the Canadian junior resource mining sector at the Metals Investor Forum. The forum highlights vetted companies with excellent management, strong financials, and promising properties selected by expert newsletter writers. Investors are provided direct access to management teams, allowing them to ask critical questions and assess leadership quality firsthand.

Robert Boyd of Endurance Gold talks to John Kaiser | Metals Investor Forum | January 2026

Endurance Gold CEO Robert Boyd discusses advancing the Reliance Gold Project in British Columbia's historic Bralorne-Pioneer Gold Camp. Company is focused on expanding its inaugural inferred resource and progressing toward a Preliminary Economic Assessment. Interview conducted at Metals Investor Forum, highlighting vetted junior mining companies with strong management and promising properties.

Frederick Earnest of Vista Gold talks to John Kaiser | Metals Investor Forum | January 2026

Vista Gold CEO discusses advancing the Mt Todd Gold Project in Australia's Northern Territory with an updated feasibility study. The interview covers the development pathway and long-term value creation strategy for this significant Australian gold asset. Presentation took place at the Metals Investor Forum in Vancouver, highlighting management quality for potential investors.

Christopher Herald of Solitario Resources talks to John Kaiser | Metals Investor Forum |January 2026

Christopher Herald discusses Solitario Resources' grassroots exploration success and strategy for building shareholder value through joint ventures. Solitario emphasizes disciplined exploration approach and highlights major discovery milestones and monetization achievements for prospective investors. Interview conducted at Metals Investor Forum, showcasing vetted junior mining companies with strong management and promising mineral properties.

Ken & Joseph of P2 Gold talks to John Kaiser | Metals Investor Forum | January 2026

P2 Gold's CEO and VP Exploration discuss advancing the Gabbs gold-copper project in Nevada toward a feasibility study. The Preliminary Economic Assessment outlines significant long-life production potential on the Walker Lane Trend. Management emphasizes the project's strategic value and upcoming work programs at the Metals Investor Forum.