In this episode, Arlen is joined by John Kaiser, independent analyst and founder of Kaiser Research Online, an information portal covering the Canadian and Australian publicly listed resource sector, to talk about current trends in the junior resource sector, North American critical mineral production, and more.

🔎 Inside this Episode:

🔹 What John looks for in his bottom fishing approach

🔹 Who Kaiser Research Online’s target audience is

🔹 Management teams to pay attention to

🔹 Resource discussions – gold, tungsten, uranium, and more!

📌 About Our Guest – John Kaiser

John Kaiser is the founder of Kaiser Research Online, an information portal covering the Canadian publicly listed resource sector, and the publisher of his Spec Value Hunter and Bottom-Fish recommendations. His analysis focuses on the four key narratives that drive the resource sector. John Kaiser is an independent analyst based in the San Francisco area who has covered the junior resource sector since 1983. After a decade working as a research director in Vancouver, he left the brokerage industry in 1994 to launch Kaiser Research Online and create the “rational speculation model” as a tool to evaluate the speculative value of exploration projects. Kaiser Research Online is a subscription service that publishes his analysis, provides searchable information on over 1500 Canadian listed mining and exploration companies, and tracks trends within the junior sector and their relationship to macro trends.

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📲 Connect with The Kinvestor Report:

✅ Follow Arlen Hansen on Twitter: https://x.com/ArlenHansen

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🌐 Follow John Kaiser:

🔸 Follow Kaiser Research on X: https://x.com/KaiserResearch

🔸 YouTube: https://www.youtube.com/channel/UC2mewGSK6_s6HNfwaU89MWQ

🔸 Website: https://www.kaiserresearch.com

📌 Chapters:

00:00 Intro

01:11 What stage of the resource cycle are we in?

03:09 Criteria for the "Bottom Fishing" approach

04:00 Finding the “Missing Piece”

19:11 Management teams to pay attention to

23:56 What do bottom fish look like at the top of a cycle?

25:19 Who is the Kaiser Report's perfect subscriber?

27:24 Tungsten uses

28:30 North American critical mineral production

32:14 Thoughts on U.S. Executive Orders on Uranium

🔎 Keywords:

#MiningStocks #JuniorMining #ResourceSector #KinvestorReport

Disclaimer: The information provided in this video is for educational purposes only and should not be considered as investment advice. Always do your own research and consult with a qualified financial advisor before making investment decisions.

The views, opinions, and statements expressed by guests or participants in this video on this channel are their own and do not necessarily reflect the official stance, policies, or position of Kinvestor, Kin Communications, or its principals and employees. We encourage viewers to engage critically and thoughtfully with the content presented.