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Kaiser Media Watch Blog - February 1, 2022 to February 28, 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: Feb 24, 2022JK: Kaiser Watch February 24, 2022 with Jim Goddard and John Kaiser
Published: Feb 24, 2022KRO: Kaiser Watch February 24, 2022: What is holding the resource juniors back?
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 February 24, 2022: What is holding the resource juniors back?
Jim (0:00:00): The price of gold broke through $1,900 this week after Russia declared that the Donbas region of eastern Ukraine is now Russian territory. General equity markets have been declining but not collapsing. The resource juniors are not declining but are also reluctant to move up. What is holding the resource juniors back?

Comparing the 1929 DJIA Crash Timeline to the Present Timeline

Correlating the Price of Gold with Inflation Trends to Isolate Real Gains

T Bill Spreads still not taking Inflation seriously
Jim (0:10:36): One of your Favorites, P2 Gold, published a resource update for its Gabbs copper-gold project in Nevada. They plan to deliver a PEA by end of this year. Last year you visualized an outcome as to what the PEA might look like. How has the new resource update affected your outcome visualization for Gabbs?
P2 Gold Inc (PGLD-V)





Favorite
Fair Spec Value
Gabbs United States - Nevada 4-Infill & Metallurgy Au Cu

P2 Gold's Gabbs OV based on 2021 Resource Estimate

P2 Gold's Gabbs OV based on 2022 Resource Estimate
Jim (0:19:14): Sonoro Gold was a KRO Favorite last year but today it is only Bottom-Fish Spec Value rated. What does it take to turn Sonoro back into a Favorite?
Sonoro Gold Corp (SGO-V)






Bottom-Fish Spec Value
Cerro Caliche Mexico - Other 7-Permitting & Feasibility Au Ag

OV for Sonoro Gold's Cerro Caliche PEA expanded to 75 miilion tonnes

Cerro Caliche locations for high and low grade expansion potential

Tonnage-Grade for Pit Shell Zones at Cerro Caliche

Pit Mining Schedule for Cerro Caliche

Current High Grade Expansion Potential Drilling Focus at Cerro Caliche
Disclosure: JK does not own any of the companies mentioned; P2 Gold is a Fair Spec Value rated Favorite; Sonoro is Bottom-Fish Spec Value rated.

Posted: Feb 17, 2022JK: Kaiser Watch February 17, 2022 with Jim Goddard and John Kaiser
Published: Feb 17, 2022KRO: Kaiser Watch February 17, 2022: Key permit turns NPK into potash proxy play
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 February 17, 2022: Key permit turns NPK into potash proxy play
Jim (0:00:00): What implications does this week's schmooze fest between Bolsonaro and Putin have for Brazil?

Brazil's Nitrogen Agricultural Use, Production & Imports

Brazil's Phosphate Agricultural Use, Production & Imports

Brazil's Potassium Agricultural Use, Production & Imports
Jim (0:08:16): Verde Agritech announced last week that it has been granted a 2.4 million tonne per year mining permit for Pit 2. Why is this a big deal?
Verde Agritech Plc (NPK-T)





Favorite
Good Spec Value
Cerrado Verde Brazil - Other 9-Production K

Verde Agritech Customer Growth and Pit Permit Tables

Verde Agritech Plant 2 Construction Photos
Jim (0:18:30): Is there anything from your Bottom-Fish collection that you would like to talk about today?
Copper Lake Resources Ltd (CPL-V)






Bottom-Fish Spec Value
Marshall Lake Canada - Ontario 3-Discovery Delineation Cu Au Ag Zn

Story Path for Copper Lake's Marshall lake Play

Geology Map for Copper Lake's Marshall Lake Play

Plan View of Deep IP Target at Copper Lake's Marshall Lake Play

Section View of Deep IP Target at Copper Lake's Marshall Lake Play
Disclosure: JK owns shares of Verde Agritech; Verde Agritech is a Good Spec Value rated favorite; Copper Lake is Bottom-Fish Spec Value rated.

Posted: Feb 10, 2022JK: Kaiser Watch February 10, 2022 with Jim Goddard and John Kaiser
Published: Feb 10, 2022KRO: Kaiser Watch February 10, 2022 : Is copper or gold a better resource junior story?
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 February 10, 2022: Is copper or gold a better resource junior story?
Jim (0:00:00): Resource junior market sentiment tends to track the gold price trend. But during the China super cycle copper was the target metal behind most junior buyouts. Which metal do you think will be more important for resource juniors today, copper or gold?

Long term chart of copper price and warehouse stocks

Copper Supply Evolution Chart

Gold Supply Evolution Chart

Chart of 2021 Top Copper Suppliers
Jim (0:16:24): Northwest Copper is one of your 2022 Favorites. How does Northwest Copper fit in with your vision of copper as a major story driver for resource juniors?
Northwest Copper Corp (NWST-V)





Favorite
Bottom-Fish Spec Value
Kwanika Canada - British Columbia 5-PEA Au Cu Ag Mo

Northwest Copper Central BC Copper Play Map

Northwest Copper's Game Changer Kwanika Hole

Will 2021 Stardust infill drilling merely upgrade resource category or make it better?
Jim (0:27:27): P2Gold is another 2022 Favorite whose flagship is the Gabbs copper-gold project in Nevada. What are you expecting from P2Gold in 2022?
P2 Gold Inc (PGLD-V)





Favorite
Fair Spec Value
Gabbs United States - Nevada 4-Infill & Metallurgy Au Cu

P2 Gold 2022 Dual Strategy: demonstrate Gabbs feasibility and delineate Bam discovery

Gabbs Outcome Visualization Chart

P2 Gold Gabbs OV Valuation Ladder
Jim (0:34:01): Your 2022 Bottom-Fish collection features a number of juniors with copper district rethink plays. Give us an example of a copper district rethink play.
Bell Copper Corp (BCU-V)






Bottom-Fish Spec Value
Big Sandy United States - Arizona 3-Discovery Delineation Cu Mo

Where did decapitated head of Diamond Joe end up?

Geophysics says Diamond Joe head ended up here

Did Wheeler Wash head end up beneath K-21 drill pad?

MT Survey indicates 2 sulphide targets at Perseverance

Are Bell Copper's MT targets just a pile of fool's gold or wrappers hidhing world class copper deposits?

Who will make world class discovery: rational triangulator or "drill the mother" lunatic? (No, that is Tim Marsh, not Robert Friedland)
Disclosure: JK owns none of the companies mentioned; Northwest Copper and P2 Gold are Fair Spec Value rated Favorites; Bell Copper is Bottom-Fish Spec Value rated

Posted: Feb 4, 2022JK: Kaiser Watch February 3, 2022 with Jim Goddard and John Kaiser
Published: Feb 3, 2022KRO: Kaiser Watch February 3, 2022: Will Brazil reduce potash supply shock risk?
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 February 3, 2022: Will Brazil reduce potash supply shock risk?
Jim (0:00:00): What are the implications for the farm sector and fertilizer producers if Russia does invade the Ukraine and is hit with meaningful sanctions?

Natural Gas Supply Evolution Chart

2020 Natural Gas Supply Breakdown

Phosphate Rock Supply Evolution Chart

2021 Phosphate Rock Supply Breakdown

Potash Supply Evolution Chart

2021 Potash Supply Breakdown
Jim (0:20:05): How quickly could Verde Agritech become a major solution for the Brazilian farm sector conventional potash import reliance?
Verde Agritech Plc (NPK-T)





Favorite
Good Spec Value
Cerrado Verde Brazil - Other 9-Production K

Billions of tonnes of Verdete Slate - Alternative Potash Source

Deposit Model for Formation of Glauconite (aka green sand)

Verde Agritech's K Forte Product Pricing Model

Simplicity of K Forte Cost Structure compared to Potassium Chloride (KCl)

What is Scaleup Timeline beyond 2023?
Jim (0:28:02): FPX Nickel put out a long news release about making nickel sulphate for the battery materials sector. Is this a big deal?
FPX Nickel Corp (FPX-V)





Favorite
Bottom-Fish Spec Value
Decar Canada - British Columbia 6-Prefeasibility Ni

A Simpler Path from Ore to Nickel Sulphate

Nickel Sulphate as Crystal or Solution Feedestock for Battery Makers
Jim (0:34:56): In your first Kaiser Watch show you talked about Endurance Gold as a future Favorite graduate from your Bottom-Fish collection. During the past week Endurance published final results for its 2021 Reliance drill program and a $2.5 million financing. And yet the stock price sagged. What is still missing?
Endurance Gold Corp (EDG-V)






Bottom-Fish Spec Value
Reliance Canada - British Columbia 3-Discovery Delineation Au

Plan and Section Views of Relationship between Eagle and Eagle South
Disclosure: JK owns shares in Endurance Gold, FPX Nickel and Verde Agritech; FPX Nickel and Verde Agritech are Good Spec Value rated favorites; Endurance Gold is Bottom-Fish Spec Value rated

 
 

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