Kaiser Research (@kaiserresearch) 's Twitter Profile
Kaiser Research

@kaiserresearch

We cover Canadian and Australian listed resource stocks with an emphasis on the juniors.

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linkhttps://kaiserresearch.com calendar_today17-07-2014 00:56:37

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When will McEwen process the Pardo bulk samples of InventusMining? The reason for the repeated delays must make a big picture thinker like major shareholder Eric Sprott want to scream kaiserresearch.substack.com/p/when-will-mc…

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Kaiser Watch: Keep Buying the Junior Gold Disconnect The 2025 Favorites Index which peaked with a 213% gain has since retreated and is currently up 161%. The Bottom-Fish Index which had a peak gain of 142% is now up 119%. All of this is really good news for the resource juniors

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What does the latest Philadelphia news mean for Arizona Gold? Investors are asking two questions of Arizona Gold which moved up during the past week and no longer ranks among the worst performers of the 2025 KRO Favorites Collection. In fact, at $0.60 it is up 22% for the year.

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Headwater Gold Inc graduates from Bottom-Fish to the Favorites Collection Headwater Gold Inc, which started 2025 as a member of the KRO 2025 Bottom-Fish Collection at a price of $0.21, has effective November 12, 2025 been promoted to the KRO 2025 Favorites Collection at $0.63

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What you should buy now, what you should wait to buy after assays, what you can buy now, and what you should wait for tax loss selling in December. kaiserresearch.substack.com/p/kaiser-watch…

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A new Favorite called Trident Trident Resources Trident Resources Corp was supposed to become part of the Bottom-Fish Collection a few weeks ago when the stock was trading around $0.80, but the company put out some drill results on November 12, 2025 for its Contact Lake project

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I have created a classification system that allows me to periodically publish Kaiser Research Orientation Reports designed to help Substack newcomers identify what John Kaiser believes the current portfolio building priority should be as well as help existing members figure out

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Did gold's big drop on Monday worry you about worse to come? Not me because my Big Picture Bet for 2026 is that the long term price for gold will be $3,000 or higher with only modest inflation. When the fear of a retreat below $2,000 wanes, the mother of all resource junior bull

Did gold's big drop on Monday worry you about worse to come? Not me because my Big Picture Bet for 2026 is that the long term price for gold will be $3,000 or higher with only modest inflation. When the fear of a retreat below $2,000 wanes, the mother of all resource junior bull
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During Q4 2025 resource junior traded value beat past records. This is just the beginning for a bull market that will be about feasibility demonstration and discovery exploration. Arizona Gold, Endurance and Trident are my top priority discovery Favorites heading into the new

During Q4 2025 resource junior traded value beat past records. This is just the beginning for a bull market that will be about feasibility demonstration and discovery exploration. Arizona Gold, Endurance and Trident are my top priority discovery Favorites heading into the new
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The resource junior bull market is less than 6 months old and we have seen record TSXV financing activity. But it is concentrated in a small number of companies, so things are still tough for the prospect-generator farmout type juniors. Our top priority PFG Favorites are Almadex

The resource junior bull market is less than 6 months old and we have seen record TSXV financing activity. But it is concentrated in a small number of companies, so things are still tough for the prospect-generator farmout type juniors. Our top priority PFG Favorites are Almadex
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Kaiser Watch: The Mother of all Resource Junior Bull Markets - Gold as a Bridge away from America and the Critical Metals Supply Vulnerability will be the foundation of the mother of all resource junior bull markets - kaiserresearch.substack.com/p/kaiser-watch…

Kaiser Watch: The Mother of all Resource Junior Bull Markets - Gold as a Bridge away  from America and the Critical Metals Supply Vulnerability will be the  foundation of the mother of all resource junior bull markets - kaiserresearch.substack.com/p/kaiser-watch…
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High Priority Exotic Type Favorite: Nevada Organic Phosphate Inc (NOP) The NOP story is exotic because it has no competition; the United States produces about 8% of global phosphate rock supply, but its heavy metal content exceeds HMI limits so has to be chemically converted

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High Priority Exotic Type Favorite: Nevada Organic Phosphate Inc - heavy metal assays confirm that levels in fresh rock are well below the HMI limits for application to crops, which clears the way to develop a scalable supply of a ground up, whole rock organic phosphate

High Priority Exotic Type Favorite: Nevada Organic Phosphate Inc - heavy metal assays confirm that levels in fresh rock are well below the HMI limits for application to crops, which clears the way to develop a scalable supply of a ground up, whole rock organic phosphate
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A Perfect Storm for Endurance Gold: maiden resource delivers 1.45 million oz gold at 2.23 g/t, 80% open-pittable, Reliance 5-10 million oz district potential - kaiserresearch.substack.com/p/a-perfect-st…

A Perfect Storm for Endurance Gold: maiden resource delivers 1.45 million oz gold at 2.23 g/t, 80% open-pittable, Reliance 5-10 million oz district potential - kaiserresearch.substack.com/p/a-perfect-st…
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John Kaiser's MIF January 23, 2026 Presentation: The Mother of all Resource Junior Bull Markets (only 6 months old and a long way to run!) - kaiserresearch.substack.com/p/mif-jan-23-2…

John Kaiser's MIF January 23, 2026 Presentation: The Mother of all Resource Junior Bull Markets (only 6 months old and a long way to run!) - kaiserresearch.substack.com/p/mif-jan-23-2…
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Vista Gold Corp at MIF January 2026: corporate presentation and backstage interview - kaiserresearch.substack.com/p/vista-gold-c…

Vista Gold Corp at MIF January 2026: corporate presentation and backstage interview - kaiserresearch.substack.com/p/vista-gold-c…
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Solitario Resources Corp at MIF Vancouver January 2026: - kaiserresearch.substack.com/p/solitario-re… Gold and Solitario are the first 2 resource juniors Robinhood clients should own.

Solitario Resources Corp at MIF Vancouver January 2026: - kaiserresearch.substack.com/p/solitario-re… Gold and Solitario are the first 2 resource juniors Robinhood clients should own.