John Kaiser: Gold Price and New Investing Ideas for 2018

TL;DR

John Kaiser discusses the PDAC curse, the rise of China, the potential for a trade war, and his bullish prediction for gold prices.

Transcript

Batsy news network and here today with me is John Kaiser of Kaiser research thank you so much for joining me today Charlotte thanks for having me on your show again of course so we're here at PDAC it's the first day of the show there's something you talked about in your talk this morning called the PDAC curse what is that and do you think we will s... Read More

Key Insights

• ❓ The PDAC curse has not affected the resource companies significantly this year due to subdued trading and flatlining.
• 😮 China's rise as a competing superpower has the potential to disrupt critical metals supply chains if a trade war occurs.
• 😮 Gold prices have the potential to rise in the long term, but factors like inflation, interest rates, and protectionist policies can influence the extent of the increase.
• 📽️ Nevada Exploration, InZinc Mining, and Scandium International have progress and potential for growth in their respective projects.
• ♦️ The appointment of IRA Thomas as CEO of Buhara Diamonds is an exciting development for the diamond sector, and the integration of blockchain technology may help sustain the natural diamond industry.
• 🤩 The global economy's direction and the potential for political instability are key factors that can influence the resource sector and investment decisions.

Questions & Answers

Q: What is the PDAC curse and why is it significant for junior resource companies?

The PDAC curse refers to the tendency of junior resource companies to lose momentum and enthusiasm after the PDAC convention. This is significant because it affects the trading and performance of these companies in the resource sector.

Q: How does China's rise as a competing superpower impact global trade?

China's growing economy and dominance in the production of critical metals can disrupt supply chains if there's a trade war. The global economy relies on these supply chains, so any disruption can have significant implications.

Q: What factors will influence the rise of gold prices in the long term?

Factors like inflation, interest rates, and protectionist policies can impact the direction and pace of gold price rise. The real price of gold can increase if there's anxiety and instability in the global economy.

Q: What updates can you provide about Nevada Exploration, InZinc Mining, and Scandium International?

Nevada Exploration is looking to raise money for drilling targets, InZinc Mining is gearing up to drill with a four-month hold ending in April, and Scandium International has entered into a significant agreement with Granges for an aluminum scandium alloy.

Summary & Key Takeaways

• The PDAC curse refers to the tendency of junior resource companies to lose momentum and enthusiasm after the PDAC convention in Toronto in March. However, this year, the resource companies have shown subdued trading and flatlining.

• China's economy is on the rise, and as a significant producer of critical metals, a trade war with China could disrupt supply chains for these metals.

• Gold prices have the potential to rise in the long term, but factors like inflation, interest rates, and protectionist policies can influence the direction and pace of that rise.