Eskay Mining Corp (ESK-V: $0.570)
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Kaiser Watch July 28, 2022: The time is right for emerging discovery plays
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(0:00:00): You will be in Vancouver September 9-10 for the Metal Investors Forum. What sort of companies are you inviting in light of the overall market gloom?
Although the slight inversion of the US T-Bill yield curve suggests that inflation will be tamed as a recession kicks in, the potential for worsening China supply chain problems as Xi Jinping doubles down on his zero covid policy even as the less harmful BA5 variant starts to rampage, and Russia's ongoing Ukraine invasion will feed inflationary pressure even as an economic downturn unfolds, causing inflation to persist. Until this situation has stabilized investors will be reluctant to speculate and advanced resource projects for which sentiment is linked to metal prices that are unlikely to benefit from a global slowdown. For resource juniors to attract audiences they must deliver a story that is sustained by exploration news flow, which is only possible with a major discovery in a general bear market. I mention Eskay Mining toward the end as an example where the emerging focus on the Scarlet Ridge trend will attract audiences regardless how gloomy the macro context. Uncertainty about how long the doom and gloom can drag on is why I am only inviting companies to September 2022 MIF which have what I believe to be significant emerging discoveries that can serve as self-contained speculation bubbles that deliver S-Curve action. The YouTube Eskay Update by John DeDecker is worth the 19 minutes to watch,
Long Term Chart of Key Rates
US T-Bill Yield Curve - slight inversion between 1 and 10 year
Declining spread between 10 and 2 year T-Bill Yields
The similar scale between Skeena's Eskay trend and Scarlet Ridge
Snapshot of SW View from Scarlet Ridge with Eskay Creek in background

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