Don't Get Fooled Again - Hype Cycles in Resource Stocks

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Applying Gartner Research Hype Cylces to investing in junior mining companies.

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Don't Get Fooled Again - Hype Cycles in Resource Stocks

  1. 1. Dont Get Fooled Again!Hype Cycles in Resource Stocks Vancouver Resource Investment Conference January 23, 2012 Jim Letourneau, P.Geol. Big Picture Guy www.JimLetourneau.com
  2. 2. RISK vs Project Value
  3. 3. Mining Model
  4. 4. Mining Modelwww.safehaven.comBoris Sobolev
  5. 5. RISK vs Project Value
  6. 6. History of Hype CurvesDeveloped by Gartner Researchin 1995 and refined continuoslysince.
  7. 7. Hype Cycles provide a graphicrepresentation of the maturityand adoption of technologiesand applications, and how theyare potentially relevant tosolving real business problemsand exploiting newopportunities.
  8. 8. 5 Key Points● Technology Trigger● Peak of Inflated Expectations● Trough of Disillusionment● Slope of Enlightenment● Plateau of Productivity
  9. 9. Uranium Spot Price
  10. 10. WEE.V
  11. 11. RVX.TO
  12. 12. UEX.TO
  13. 13. UEX
  14. 14. PXP.V
  15. 15. 2 Parts
  16. 16. Remember!Pigs feeding at thetroughof disillusionment will notbe slaughtered
  17. 17. www.JimLetourneau.com Jim Letourneau, P.Geol. Big Picture Guy

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