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

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

Jim Letourneau, P.Geol.Big Picture Guywww.JimLetourneau.com

Vancouver Resource Investment ConferenceJanuary 23, 2012

RISK vs Project Value

Mining Model

Mining Model

www.safehaven.comBoris Sobolev

RISK vs Project Value

History of Hype Curves

Developed by Gartner Research in 1995 and refined continuosly since.

Hype Cycles provide a graphic representation of the maturity and adoption of technologies and applications, and how they are potentially relevant to solving real business problems and exploiting new opportunities.

5 Key Points

●Technology Trigger●Peak of Inflated Expectations●Trough of Disillusionment●Slope of Enlightenment●Plateau of Productivity

Uranium Spot Price

WEE.V

RVX.TO

UEX.TO

UEX

PXP.V

2 Parts

Remember!

Pigs feeding at the trough of disillusionment will not be slaughtered

www.JimLetourneau.com

Jim Letourneau, P.Geol.Big Picture Guy