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Wed Jan 8, 2003
Express 2003-01: What can we expect for 2003?
Outlines a market scenario where an Iraq Attack turns into a test of the American Empire's ability to get things done, which in turn generates extreme uncertainty and anxiety about the future that will spike gold into new highs. A favorable outcome will cause gold to collapse from these highs, but probably to a level higher than $358. A gold spike followed by a retreat to $400 coupled with a resumption of global economic expansion in the wake of a US victory that drives base metal prices higher is the best scenario for a junior exploration bull market. Express 2003-01 also describes upcoming changes to the Kaiser Bottom-Fishing Report. |
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Mon Aug 12, 2002
Express 2002-11: 2002 work program for Fort a la Corne
Evaluates the measured 2001 bulk sample results for the FALC program of Kensington, recants earlier optimism about De Beers' modelling efforts at FALC, warns that modeled grade and value numbers will be ambiguous. |
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Tue Jun 18, 2002
Express 2002-10: Fort a la Corne raw results lower than expected
Discusses lower than expected recovered grade results from the Fort a la Corne project of Kensington in Saskatchewan, warns that that these results are unlikely to have a positive impact on modeled grade and value. |
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Fri May 24, 2002
Express 2002-09: Star looks similar to #141, but where are #141 results?
Raises questions about Johann Ferreira's value modeling effort in light of revelation that the "best fit" number is much closer to the optimsitic fit than the pessimistic fit, adopts Shore Gold as a top priority bottom-fish buy in the $0.76-$1.00 range based on similarity of Star kimberlite to Kensington's K140-141 kimberlite and the comparatively lower implied project value. |
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Thu May 9, 2002
Express 2002-08: 60 Minutes II and the Diamond Rush
Reviews 60 Minutes II episode about the Canadian diamond rush. |
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Tue Apr 9, 2002
Express 2002-07: Superior East Quebec Diamond Play - the drills are turning
Discusses developments in the North Slave, Quebec and Saskatchewan diamond plays. |
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Thu Mar 28, 2002
Express 2002-06: Freightrain results confirm North Baffin Island's diamond potential
Evaluates Twin Mining's Freightrain bulk sample results from the Jackson Inlet project on Brodeur Peninsula on north Baffin island. |
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Wed Mar 27, 2002
Express 2002-05: Fort a la Corne's other "Star" - Shore Gold
Highlights Saskatchewan's other major diamond play in the Fort a la Corne region. |
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Fri Mar 22, 2002
Express 2002-04: Saskatchewan - Canada's rising diamond star?</
Initiates coverage of the Saskatchewan diamond play. |
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Fri Feb 8, 2002
Express 2002-03: An emerging diamond hotspot in Canada's Far North
Discusses the potential of north Baffin Island and Melville Peninsula to emerge as a new Canadian diamond exploration hotspot based on work by Twin on its Jackson Inlet project, and large land acquisitions by De Beers and Stotnoway/Northern Empire. Takes a critical look at the peculiar manner in which Twin conducts and reports its diamond exploration program. |
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Thu Jan 31, 2002
Express 2002-02: Quebec Diamond Play - key drilling season coming up
Discusses developments in the emerging Quebec diamond play. |
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Wed Jan 2, 2002
Express 2002-01: Nunavut and Quebec drive new diamond bull market
Compares the dynamics of the North Slave and Quebec diamond plays, adopts Rhonda as a medium priority bottom-fish buy in the $0.30-$0.49 range based on its Knife project in the North Slave. |
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Mon Jun 2, 1997
Express 1997-07: The Four Punch Knockout of the Post Bre-X Rally
A junior resource sector market rally following confirmation of the Busang Bust got knocked out by four punches: Corriente's flameout on poor assays, Delgratia's Nevada salt job, Golden Rule/Hixon's Ghana salt job, and Ashton's failure to deliver rumoured diamond results. Dicussion of Alberta and other diamond plays. |
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Mon Apr 28, 1997
Express 1997-06: Alberta Diamond Play gets Green Light
Ashton's Alberta kimberlites prove diamondiferous, further comments about the Busang Bust. |
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Fri Apr 4, 1997
Express 1997-05: Busang Bust - Nightmare or Reality?
Analyzes the circumstances that underlie the controversy over whether Bre-X or Freeport is the perpretrator of a scam, and concludes that Bre-X is the scam, |
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Thu Mar 27, 1997
Express 1997-04: Busang Bust No Nightmare
Offers a scenario of how it is conceivable that Freeport found no gold at Busang because there isn't any gold present, argues that Busang Bust is no nightmare because it is reality.. |
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Mon Mar 24, 1997
Express 1997-03: The Busang Bust Nightmare
Articulates growing concerns that the Busang deposit of Bre-X may be a salt job, warns that the junior resource sector will suffer a severe bear market if Busang is a fraud. |
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Mon Feb 24, 1997
Express 1997-02: Four-Pack for the Second Diamond Wave
Comments on Canada's major diamond plays: Dia Met and Aber, Mountain Province, Winspear, and Ashton's new kimberlite field in northern Alberta. |
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Thu Jan 9, 1997
Kaiser Express 1997-01: Sudden Death Overtime
Hand-wringing comments about how the market is approaching a climax, critical comments about Barrick's attempt to steal Bre-X's Busang deposit, concerns that Busang has reached its valuation limit for a single gold deposit, updates on other plays. |
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Mon Nov 11, 1996
Express 1996-12: Juniors Starting to Break Out of Bottom
Observation that the January Effect seems to be manifesting itself already in November, major blowoff for juniors predicted for 1997, comments on the Dominican republic plays of Energold and Argentia plays of Sonoma. |
