These papers by the ever analytical John Kaiser have been widely referenced by the likes of Rick Rule and Brent Cook.
Many small under-financed juniors are at risk of extinction while the better companies are involved in large financings or merger and acquisition activity as detailed regularly on this blog.
Rule has called it a bifurcated market.
Kaiser expresses strong opinions on the problems he sees with the Canadian markets and traders.
He sees hope in the return of genuine discovery, investment and speculation to add value through the discovery process as much as the metal prices, something Rule has also pointed to.
Staving off Mass Extinction with the Big Anomaly
Bracing for the extinction of 500 juniors or an entire institution?
Interview - John Kaiser with Al Korelin
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