Kaiser Watch January 27, 2022: Understanding District Rethink Plays

Posted: Jan 28, 2022	JK: Kaiser Watch January 27, 2022 with Jim Goddard and John Kaiser
Published: Jan 28, 2022	KRO: Kaiser Watch January 27, 2022: Understanding District Play Rethink Stories

Kaiser Watch is a weekly 15-30 minute audio show produced by KaiserResearch.com with Jim Goddard and John Kaiser discussing the junior resource sector. The show has three parts: the first is a general topic, the second discusses developments involving the KRO Favorites which as of January 1, 2022 are no longer exclusive to KRO members, and the third is a peek inside the members only KRO Bottom-Fish Workshop. KRO is transitioning into a Do-It-Yourself research platform that covers all Canadian and Australian resource listings and which also features a Bottom-Fish Workshop where John Kaiser highlights juniors with solvable "missing pieces". Companies that graduate from the Workshop may become part of the Annual Favorites collection whose profiles and related commentary are unrestricted for non-members. KRO is not sponsored or compensated directly or indirectly by public companies. The business model is based solely on membership fees in the form of a USD $450 Annual Individual Membership that at some point will increase substantially to reflect KRO's shift to a research platform. However, when the change happens active members will be grandfathered to renew indefinitely at the current rate provided they maintain a continuous paid membership. Kaiser Watch is available at Kaiser Research YouTube and as a Podcast downloadable from KaiserResearch.com. Each episode will be made available through the publication of a Kaiser Media Watch blog report which will provide links to specific questions and include supplementary graphics. All episodes will be archived at Kaiser Watch.

Podcast Download

Kaiser Watch January 27, 2022: Understanding District Rethink Plays
Jim (0:00:00): January has been a turbulent month for equities in general. Not the sort of January Effect investors look forward to. How have the resource juniors fared?
One Year TSXV Relative Traded Value for Resource and Non-Resource Listings
Five Year TSXV Relative Traded Value for Resource and Non-Resource Listings
Jim (0:12:10): What do you mean by district play rethinks?
Resource Junior Story Chart
Jim (0:17:39): What is the Central Lapland Greenstone Belt rethink of Aurion Resources all about?
Aurion Resources Ltd (AU-V) Favorite Fair Spec Value
Risti	Finland - Other	3-Discovery Delineation	Au
Central Lapland Greenstone Belt Map
Map showing Rupert's Ikarri Discovery and the Helmi Discovery of B2Gold and Aurion
Jim (0:27:13): The Eskay project of Eskay Mining has seen over $40 million exploration since the 21B Zone was found in 1989. What is Eskay Mining doing to rethink the potential in light of a disappointing exploration history?
Eskay Mining Corp (ESK-V) Favorite Fair Spec Value
Eskay	Canada - British Columbia	3-Discovery Delineation	Au Ag Cu Pb Zn
John DeDecker's Reconstruction of the Eskay Rift Basin's Architecture
Price Target if Eskay Mining discovers Eskay Creek 2
Jim (0:35:37): Where is Galway Metals in its rethink of Clarence Stream and Estrade?
Galway Metals Inc (GWM-V) Favorite Fair Spec Value
Clarence Stream	Canada - New Brunswick	4-Infill & Metallurgy	Au
Galway's Clarence Stream District Scale Land Package
Existing Zones and Geochemical Targets at Galway's Clarence Stream project
Map of Galway's Estrades Regional Trend Play
Down Plunge Potential of Galway's Existing Estrades VMS System
Jim (0:41:06): Arizona Silver is part of your Bottom-Fish Workshop collection. Why are you no longer ignoring the Philadelphia rethink story?
Arizona Silver Exploration Inc (AZS-V) Bottom-Fish Spec Value
Philadelphia	United States - Arizona	3-Discovery Delineation	Au Ag
Aerial View of Arizona's Oatman Mining District
Map of Arizona Silver's Philadelphia Project and Bulk Tonnage Potential
Cartoon of High Grade Vein and Low Grade Bulk Tonnage Potential at Philadelphia
Long Section of Proposed Down Dip Drill Program at Philadelphia
Disclosure: JK owns none of the companies mentioned; Aurion, Eskay Mining and Galway are Fair Spec Value rated Favorites; Arizona Silver is Bottom-Fish Spec Value rated