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Innovation and Resource Stock          Investing   Saskatchewan Investment Conference             May 4-5 , 2012  Jim Leto...
Where Are We? TSX-Venture
BC - Metals
AB - Energy
AB - Energy OIL
AB - Energy GAS
SK - Agriculture
InnovationInstagram
Innovation            Instagram0 to $1 Billion in 2 years.Is it a bubble?Is it growth?
Instagram GrowthOctober 13, 2010 - 100,000usersMay 1, 2012 - 50,000,000 usersDancing With the Stars 15 Million viewersSupe...
Innovation?Temperature, humidity, motion sensors
Innovation?
Innovation?
Innovation?          ETF Trucks● 12% Increased Productivity● 47% Less tire costs● 25% Less fuel costs● Lower emissions● Pa...
Innovation?          ETF TrucksThe whole system worksautomatically withoutinterference from the operator.
Innovation?McKinsey StudyTime-to-market values for fifteenoil and gas technologies.Average proof-of-concept towidespread s...
Innovation?      Nexen Long Lake SAGDPartner Opti Canada BankruptHeads rolled early this year
Innovation?      Nexen Long Lake SAGD2004 Cost Estimate $3.4 BillionActual $6.1 BillionProduction 60,000 bbls/dayActual <3...
Oil Sands Quest - BQI
Innovation?
InnovationPeople LOVE standardization,which is the sworn enemy ofinnovation.                       Jack Caldwell
InnovationGeorge Mitchell?
InnovationFather of the Barnett Shale.Started in 1981 - didnt take offuntil 1999.Sold for $3.5 Billion in 2001
Great News!
Great News!Dennis Gartman - abandon the junior miningmugs game.Fabrice Taylor - Mining sector feels coldsplash of reality....
Commodity Bull Market● Started in 1998/1999● 17 Year Cycle on Average● Ending in 2016???
Uranium Spot Price
Remember!Pigs feeding at the troughof disillusionment will notbe slaughtered.
GOLD
Rogers Commodity Index
Commodity Bull MarketWas it over when the Japanesebombed Pearl Harbor?         HELL NO!
www.JimLetourneau.com    Jim Letourneau, P.Geol.    Big Picture Guy
Innovation and Resource Stock Investing
Innovation and Resource Stock Investing
Innovation and Resource Stock Investing
Innovation and Resource Stock Investing
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Innovation and Resource Stock Investing

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Keynote presentation deck from the Saskatchewan Investment Conference.

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Transcript of "Innovation and Resource Stock Investing"

  1. 1. Innovation and Resource Stock Investing Saskatchewan Investment Conference May 4-5 , 2012 Jim Letourneau, P.Geol. Big Picture Guy www.JimLetourneau.com
  2. 2. Where Are We? TSX-Venture
  3. 3. BC - Metals
  4. 4. AB - Energy
  5. 5. AB - Energy OIL
  6. 6. AB - Energy GAS
  7. 7. SK - Agriculture
  8. 8. InnovationInstagram
  9. 9. Innovation Instagram0 to $1 Billion in 2 years.Is it a bubble?Is it growth?
  10. 10. Instagram GrowthOctober 13, 2010 - 100,000usersMay 1, 2012 - 50,000,000 usersDancing With the Stars 15 Million viewersSuperbowl 111 Million viewersFacebook 800 Million usersUsers are addicts - more valuable.
  11. 11. Innovation?Temperature, humidity, motion sensors
  12. 12. Innovation?
  13. 13. Innovation?
  14. 14. Innovation? ETF Trucks● 12% Increased Productivity● 47% Less tire costs● 25% Less fuel costs● Lower emissions● Parts swap out - F1 style
  15. 15. Innovation? ETF TrucksThe whole system worksautomatically withoutinterference from the operator.
  16. 16. Innovation?McKinsey StudyTime-to-market values for fifteenoil and gas technologies.Average proof-of-concept towidespread sales time = 16 years.
  17. 17. Innovation? Nexen Long Lake SAGDPartner Opti Canada BankruptHeads rolled early this year
  18. 18. Innovation? Nexen Long Lake SAGD2004 Cost Estimate $3.4 BillionActual $6.1 BillionProduction 60,000 bbls/dayActual <30,000 bbls/day
  19. 19. Oil Sands Quest - BQI
  20. 20. Innovation?
  21. 21. InnovationPeople LOVE standardization,which is the sworn enemy ofinnovation. Jack Caldwell
  22. 22. InnovationGeorge Mitchell?
  23. 23. InnovationFather of the Barnett Shale.Started in 1981 - didnt take offuntil 1999.Sold for $3.5 Billion in 2001
  24. 24. Great News!
  25. 25. Great News!Dennis Gartman - abandon the junior miningmugs game.Fabrice Taylor - Mining sector feels coldsplash of reality. Dilution is painfuland permanent. It never goesaway. Billions have been lost.
  26. 26. Commodity Bull Market● Started in 1998/1999● 17 Year Cycle on Average● Ending in 2016???
  27. 27. Uranium Spot Price
  28. 28. Remember!Pigs feeding at the troughof disillusionment will notbe slaughtered.
  29. 29. GOLD
  30. 30. Rogers Commodity Index
  31. 31. Commodity Bull MarketWas it over when the Japanesebombed Pearl Harbor? HELL NO!
  32. 32. www.JimLetourneau.com Jim Letourneau, P.Geol. Big Picture Guy
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