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Kaiser Media Watch Blog - March 1, 2022 to March 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: Mar 31, 2022JK: Kaiser Watch March 31, 2022 with Jim Goddard and John Kaiser
Published: Mar 31, 2022KRO: Kaiser Watch March 31, 2022: When should a junior mention magnesium?
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. Visit the KRO Favorites Dashboard for quick access to all the unrestricted Favorites related content. 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 March 31, 2022: When should a junior mention magnesium?
Jim (0:00:00): FPX Nickel announced that it is pursuing carbon sequestration. How does this relate to its Decar nickel project?
FPX Nickel Corp (FPX-V)





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

Locations of Brucite-Rich Sepentinized Peridotite Rocks

Ultramafic Rocks: Brucite-Rich Ophiolites bs Magmatic Intrusions

Carbon Sequestration Method 1: Ex-Situ Processed Materials

Carbon Sequestration Method 2: Ex-Situ Mineralized CO2

Carbon Sequestration Method 3: In-Situ Storage
Jim (0:17:50): One of your bottom-fish called Inomin Mines traded up a storm this week and delivered a five-bagger. Is it time to turn Inomin into a Favorite?
Inomin Mines Inc (MINE-V)






Bottom-Fish Spec Value
Beaver Canada - British Columbia 2-Target Drilling Ni Co

Beaver Result Presentation - Designed to Mislead?

Nickel Sulphide Grades below 0.2% are worthless

Magensium Metal Price and Supply Source Charts

Long Term Magnesium Supply Evolution Chart
Jim (0:25:55): Nevada Exploration provided an update on its South Grass Valley project this week. How much closer are they to delivering a discovery hole?
Nevada Exploration Inc (NGE-V)






Bottom-Fish Spec Value
South Grass Valley United States - Nevada 2-Target Drilling Au

Geology Section of South Grass Valley Hole 13A and Proposed 14

General location of Astro Area of Interest relative to Carlin type Region

The Worst Bottom-Fish Chart Ever but Still Alive
Disclosure: JK owns shares of DPX Nickel and Nevada Expl; FPX Nickel is a Good Spec Value rated Favorite, Nevada Expl is Bottom-Fish Spec Value rated, Inomin was Bottom-Fish Spec Value rated

Posted: Mar 24, 2022JK: Kaiser Watch March 24, 2022 with Jim Goddard and John Kaiser
Published: Mar 24, 2022KRO: Kaiser Watch March 24, 2022 : Will Russia-China Axis launch resource junior bull?
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. Visit the KRO Favorites Dashboard for quick access to all the unrestricted Favorites related content. 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: March 24, 2022 - Will Russia-China Axis launch resource junior bull?
Jim (0:00:00): What does it mean for resource juniors if the global economy splits into autocracies led by the China-Russia axis and democracies led by the United States and Europe?

China-Russia Combined Raw Material Production
Jim (0:09:17): Verde Agritech released its financial results for 2021. What did we learn?
Verde Agritech Plc (NPK-T)





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

Best Case Verde Agritech Output Guidance Expansion Scenarios for 2022
Jim (0:22:38): The market reaction was negative last week when Eskay Mining surprised us with final drill results for the 2021 season at the Eskay project in the Golden Triangle. On Monday morning the stock was halted for additional news. Why was the stock halted?
Eskay Mining Corp (ESK-V)





Favorite
Fair Spec Value
Eskay Canada - British Columbia 3-Discovery Delineation Au Ag Cu Pb Zn

Key Eskay Mining Discovery Exploration Targets for 2022

Targets within the TV-Jeff and Excelsior Areas

Targets within the Scarlet Ridge Area
Disclosure: JK owns shares of Verde Agritech; Verde Agritech is a Good Spec Value rated Favorite, Eskay Mining is a Fair Spec Value rated Favorite

Posted: Mar 17, 2022JK: Kaiser Watch March 17, 2022 with Jim Goddard and John Kaiser
Published: Mar 17, 2022KRO: Kaiser Watch March 17, 2022: Slowdown fears stall commodity rally
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. Visit the KRO Favorites Dashboard for quick access to all the unrestricted Favorites related content. 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 March 17, 2022: Slowdown fears stall commodity rally
Jim (0:00:00): Why have metal and energy prices pulled back during the past week?

John Hopkins Covid Dashboard showing China case, death and vaccine trends

Nickel Price-Warehouse Stocks Chart and Tsingshan Blunder
Jim (0:13:52): If the price of nickel pulls back to $12/lb what does that mean for your Favorite FPX Nickel?
FPX Nickel Corp (FPX-V)





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

FPX Nickel DCF Model Chart showing NPV/sh at nickel up to $20/lb

FPX Nickel DCF Model Chart showing NPV at nickel up to $20/lb
Jim (0:20:33): Why did the price of Eskay Mining drop after the junior published final drill results for its Eskay project in the Golden Triangle?
Eskay Mining Corp (ESK-V)





Favorite
Fair Spec Value
Eskay Canada - British Columbia 3-Discovery Delineation Au Ag Cu Pb Zn

Plan and Section Views of TV and Jeff Zones at Eskay Project

Eskay Creek 21B Zone Diagram
Disclosure: JK owns shares of FPX Nickel; FPX Nickel is a Good Spec Value rated Favorite, Eskay Mining is a Fair Spec Value rated Favorite

Posted: Mar 10, 2022JK: Kaiser Watch March 10, 2022 with Jim Goddard and John Kaiser
Published: Mar 10, 2022KRO: Kaiser Watch March 10, 2022: Russia sanctions spike commodity prices
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. Visit the KRO Favorites Dashboard for quick access to all the unrestricted Favorites related content. 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 March 10, 2022: Russia sanctions spike commodity prices
Jim (0:00:00): How have sanctions against Russia affected commodity prices?
Verde Agritech Plc (NPK-T)





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

Price Charts for Commodities where Russia is a major supplier

Russia's Share of Global Commodity Supply

Russia's share of Global GDP comparer to China

China's Currency rises while Russia's tanks

Aluminum Supply Chart

Oil Supply Chart

Palladium Supply Chart

Potash Supply Chart

Vanadium Supply Chart
Jim (0:15:52): What is going on in the nickel market and what does it mean for FPX Nickel?
FPX Nickel Corp (FPX-V)





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

Nickel price and Warehouse Stocks Chart

Nickel Supply Chart
Jim (0:24:13): Why was your bottom-fish pick Bell Copper up last week?
Bell Copper Corp (BCU-V)






Bottom-Fish Spec Value
Big Sandy United States - Arizona 3-Discovery Delineation Cu Mo
Disclosure: JK owns shares of FPX Nickel and Verde Agritech; FPX Nickel and Verde Agritech are Good Spec Value rated Favorites; Bell Copper is Bottom-Fish Spec Value rated

Posted: Mar 3, 2022JK: Kaiser Watch March 3, 2022 with Jim Goddard and John Kaiser
Published: Mar 3, 2022KRO: Kaiser Watch March 3, 2022: How are the 2022 KRO Favorites dointg?
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. Visit the KRO Favorites Dashboard for quick access to all the unrestricted Favorites related content. 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 March 3, 2022: How are the 2022 KRO Favorites doing?
Jim (0:00:00): How did the Kaiser Favorites fare during the first 2 months of 2022?

KRO Favorites 2022 Index

KRO Favorites 2022 Index Daily Performance

Chart of Dow Jones Index vs Gold price

TSXV Relative Traded Value - Resource vs Non-Resource Listings
Jim (0:08:48): Which of your Favorites are responsible for the 16% gain?
Galway Metals Inc (GWM-V)





Favorite
Fair Spec Value
Clarence Stream Canada - New Brunswick 4-Infill & Metallurgy Au
Aurion Resources Ltd (AU-V)





Favorite
Fair Spec Value
Risti Finland - Other 3-Discovery Delineation Au
Perpetua Gold Corp (PPTA-T)





Favorite
Good Spec Value
Stibnite United States - Idaho 7-Permitting & Feasibility Au Sb
Northwest Copper Corp (NWST-V)





Favorite
Fair Spec Value
Kwanika Canada - British Columbia 5-PEA Au Cu Ag Mo
P2 Gold Inc (PGLD-V)





Favorite
Fair Spec Value
Gabbs United States - Nevada 4-Infill & Metallurgy Au Cu
Eskay Mining Corp (ESK-V)





Favorite
Fair Spec Value
Eskay Canada - British Columbia 3-Discovery Delineation Au Ag Cu Pb Zn
FPX Nickel Corp (FPX-V)





Favorite
Bottom-Fish Spec Value
Decar Canada - British Columbia 6-Prefeasibility Ni
Verde Agritech Plc (NPK-T)





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

KRO Favorites Performance as of March 1, 2022
Jim (0:23:54): How does Verde Agritech benefit from the tragedy in the Ukraine?
Verde Agritech Plc (NPK-T)





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

Verde Agritech performance relative to KRO Favorites 2022 Index

Verde Agritech Relative KRO Favorites 2022 Index 40 Day Performance
Disclosure: JK owns FPX Nickel and Verde Agritech; Aurion, Eskay Mining. Galway Metals, Northwest Copper, and P2 Gold are Fair Spec Value rated Favorites; FPX Nickel, Perpetua Gold and Verde Agritech are Good Spec Value rated Favorites

 
 

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