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Kaiser Media Watch Blog - January 1, 2022 to January 31, 2022


KRO Blog Overview
The KRO Blog is where unrestricted content of a time sensitive nature is posted. It includes the Kaiser Media Watch Blog which features content involving John Kaiser produced by third parties such as the Discovery Watch series by HoweStreet.com, interviews by outfits such as Investing News Network, SDLRC related commentary, the KRO Monthly Summaries, and just about anything else John writes that is not intended exclusively for the fee based KRO Membership.


Posted: Jan 28, 2022JK: Kaiser Watch January 27, 2022 with Jim Goddard and John Kaiser
Published: Jan 28, 2022KRO: 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

Posted: Jan 20, 2022JK: Kaiser Watch January 20, 2022 with Jim Goddard and John Kaiser
Published: Jan 20, 2022KRO: Kaiser Watch January 20, 2022: Russia-Ukraine Implications for Juniors
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 20, 2022: Russia-Ukraine Implications for Juniors
Jim (0:00:01): Today is the first episode of Kaiser Watch which replaces Discovery Watch whose final episode was during the last week of 2021. What changes can Discovery Watch listeners expect from Kaiser Watch?

KRO Favorites 2022 Index
Jim (0:02:45): You mentioned the Russia-Ukraine conflict. What are the potential implications for the resource juniors if Russia were to invade the Ukraine?

Russia Raw Material Supply as % of World Supply

China Raw Material Supply as % of World Supply

Combined Russia-China Raw Material Supply as % of World Supply
Jim (0:07:08): Your initial 2022 Favorites Collection currently has 8 picks in it. Let's talk about a couple of them and how they might be affected by the three American responses to a Russian invasion of the Ukraine you just described. How would they affect Perpetua Gold Corp?

Global Antimony Production

Antimony Price Chart

Gold Price Chart

Perpetua's Stibnite NPV Sensitivity to the Gold Price
Perpetua Gold Corp (PPTA-T)





Favorite
Good Spec Value
Stibnite United States - Idaho 7-Permitting & Feasibility Au Sb
Jim (0:12:41): The other Favorite that caught my eye is FPX Nickel Corp. Russia's giant Norilsk Mine is a major supplier of nickel, and that facility is one of the dirtiest polluters in the world. How would a sanctions response affect FPX Nickel?

Global Nickel Production

Nickel Price Chart

FPX Nickel's Decar NPV Sensitivity to Nickel Price
FPX Nickel Corp (FPX-V)





Favorite
Bottom-Fish Spec Value
Decar Canada - British Columbia 6-Prefeasibility Ni
Jim (0:22:24): Anything special to report from the Bottom-Fish Workshop?
Endurance Gold Corp (EDG-V)






Bottom-Fish Spec Value
Reliance Canada - British Columbia 3-Discovery Delineation Au
Disclosure: JK owns FPX Nickel and Endurance Gold; FPX Nickel and Perpetua Gold are Good Spec Value rated Favorites; Endurance Gold is Bottom-Fish Spec Value rated

 
 

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