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Kaiser Media Watch Blog - April 1, 2022 to April 30, 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: Apr 28, 2022JK: Kaiser Watch April 28, 2022 with Jim Goddard and John Kaiser
Published: Apr 28, 2022KRO: Kaiser Watch April 28, 2022: Does Elon Musk understand the mining sector?
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 April 28, 2022: Does Elon Musk understand the mining sector?
Jim (0:00:00): Just how well does Elon Musk understand the mining sector?

Long Term Chart of Lithium Supply Evolution

Lithium Carbonate Price and 2021 Lithium Supply Charts

Annotated Rio Tinto Slide about Lithium Supply-Demand Gap

Rio Tinto Slide depicting Jadar lithium project

Graph showing annual lithium value at different lithium carbpnate prices for projected 2020-2040 demand
Jim (0:18:21): Why is Verde Agritech bucking the resource sector down trend?
Verde Agritech Plc (NPK-T)





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

FAO State of Knowledge of Soil Biodiversity Report 2020
Jim (0:28:11): What did you think of Galway's new Clarence Stream gold resource?
Galway Metals Inc (GWM-V)





Favorite
Fair Spec Value
Clarence Stream Canada - New Brunswick 4-Infill & Metallurgy Au Sb

Pit Shell Snapshots of North, South and Southwest Zones

Clarence Stream Resource Estimate Table and Deposit Location Map

Outcome Visualization Chart for Clarence Stream 7,000 tpd OP Scenario
Disclosure: JK owns Verde Agritech; Galway metals is a Fair Spec Value rated favorite, Verde Agritech is a Good Spec Value rated Favorite; Talon Metals is unrated.

Posted: Apr 21, 2022JK: Kaiser Watch April 21, 2022 with Jim Goddard and John Kaiser
Published: Apr 21, 2022KRO: Kaiser Watch April 21, 2022: Has scandium's time finally arrived?
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 April 21, 2022: Has scandium's time finally come?
Jim (0:00:00): Verde Agritech has passed $10 and made a new high. Are there any new developments?
Verde Agritech Plc (NPK-T)





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

Verde Agritech Patent Filing for loading glauconite with microbes

Global Mindat Map of Galuconite Localities
Jim (0:09:19): Arizona Silver released results from it Philadelphia gold project in Arizona. Is the story shaping up to become reality?
Arizona Silver Exploration Inc (AZS-V)






Bottom-Fish Spec Value
Philadelphia United States - Arizona 3-Discovery Delineation Au Ag

Story Path for Arizona Silver's Philadelphia project

Philadelphia Model with Drill Cross and Long Sections

Topo View of Philadelphia Drill Targets
Jim (0:15:44): Copper Lake published drill results for its Marshall Lake project in Ontario. Did they harpoon a whale within the Deep IP Anomaly?
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 Project

Visuals and Assays for Holes 22-1 and 21-3 at Marshall Lake

Plan View of Deep IP Target at Marshall Lake

Section view of Deep IP Target at Marshall Lake

Deeds Lake Target at Marshall Lake
Jim (0:24:24): Whatever happened to Scandium International?
Scandium Intl Mining Corp (SCY-T)






Bottom-Fish Spec Value
Nyngan Australia - New South Wales 8-Construction Sc

Two recent articles about the scandium future

Speculative DCF Model for Nyngan Expansion Scenario at various Sc2O3 Prices

Nyngan Expansion Scenario Mining Schedule

Nyngan Expansion Scenario Scandium Oxide Output Schedule

Nyngan Expansion Scenario - EBITDA Multiples if CapEx financed at $1.00/sh
Disclosure: JK owns Scandium Intl and Verde Agritech; Verde Agritech is a Good Spec Value rated Favorite; Arizona Silver, Copper Lake and Scandium Intl are Bottom-Fish Spec Value rated.

Posted: Apr 14, 2022JK: Kaiser Watch April 14, 2022 with Jim Goddard and John Kaiser
Published: Apr 14, 2022KRO: Kaiser Watch April 14, 2022: How did the resource juniors do in Q1 of 2022?
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 April 14, 2022: How did the resource juniors do in Q1 of 2022?
Jim (0:00:00): How did the resource juniors do during the first quarter of 2022?

TSXV Index and All Value Traded 2000-2022

TSXV Index and Value Traded from 2009 onwards for Resource & Non-Resource Listings

TSX & TSXV Price Range Distribution 2002-2022

TSXV Relative Traded Value for Resource & Non-Resource Listings 2009-2022

TSXV Relative Traded Value for Resource & Non-Resource Listings 2021-2022
Jim (0:19:30): How did the juniors do in terms of financing activity?

TSXV Monthly Financing Value All Listings 2009-2022

TSXV Monthly Financing Value Resource Listings 2009-2022
Jim (0:24:27): How did your Favorites do in the first quarter of 2022?

KRO Favorites 2022 Index

KRO Favoriites 2022 Performance Table
Jim (0:25:24): Performance of Aurion Resources Ltd: $1.02 down 21.5%
Aurion Resources Ltd (AU-V)





Favorite
Fair Spec Value
Kutuvuoma Finland - Other 3-Discovery Delineation Au
Jim (0:28:20): Peroformance Eskay Mining Corp: $2.70 down 2.5%
Eskay Mining Corp (ESK-V)





Favorite
Fair Spec Value
Eskay Canada - British Columbia 3-Discovery Delineation Au Ag Cu Pb Zn
Jim (0:29:27): Performance Galway Metals Inc: $0.55 down 9.8%
Galway Metals Inc (GWM-V)





Favorite
Fair Spec Value
Clarence Stream Canada - New Brunswick 4-Infill & Metallurgy Au
Jim (0:30:36): Performance Northwest Copper Corp: $0.66 down 18.5%
Northwest Copper Corp (NWST-V)





Favorite
Fair Spec Value
Kwanika Canada - British Columbia 5-PEA Au Cu Ag Mo
Jim (0:32:16): Performance P2 Gold Inc: $0.73 up 7.4%
P2 Gold Inc (PGLD-V)





Favorite
Fair Spec Value
Gabbs United States - Nevada 4-Infill & Metallurgy Au Cu
Jim (0:33:46): Performance Perpetua Gold Corp: $5.53 down 8.3%
Perpetua Gold Corp (PPTA-T)





Favorite
Good Spec Value
Stibnite United States - Idaho 7-Permitting & Feasibility Au Sb
Jim (0:35:37): Performance Verde Agritech Inc: $9.15 up 227%
Verde Agritech Plc (NPK-T)





Favorite
Good Spec Value
Cerrado Verde Brazil - Other 9-Production K
Disclosure: JK owns FPX Nickel and Verde Agritech; Aurion, Eskay Mining, Galway Metals, Northwest Copper & P2 Gold are Fair Spec Value rated Favorites. FPX Nickel, Perpetua Gold and Verde Agritech are Good Spec Value rated Favorites

Posted: Apr 7, 2022JK: Kaiser Watch April 7, 2022 with Jim Goddard and John Kaiser
Published: Apr 7, 2022KRO: Kaiser Watch April 7, 2022: Brazil breadbasket to the rescue in H2?
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 April 7, 2022: Brazil breadbasket to the rescue in H2?
Jim (0:00:00): Verde Agritech had its 2021 results conference call today. Did we learn anything new?
Verde Agritech Plc (NPK-T)





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

Verde Agritech Plant 2 Construction Site
Jim (0:18:07): Why is Inomin Mines down after trading up a storm last week?
Inomin Mines Inc (MINE-V)






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

Alliance Magnesium's Tailings Plan for Tailings from former Jeffrey asbestos mine
Jim (0:29:38): Are there any new juniors in your Bottom-Fish Collection that are catching your attention?
Tower Resources Ltd (TWR-V)






Bottom-Fish Spec Value
Rabbit North Canada - British Columbia 3-Discovery Delineation Cu Au

Maps for Rabbit North project of Tower Resources Ltd

Golden Zone Discovery and associated gold in till dispersal train
Disclosure: JK owns shares of Verde Agritech; Verde Agritech is a Good Spec Value rated Favorite; Tower Resources is Bottom-Fish Spec Value rated; Inomin Mines is Poor Spec Value rated

 
 

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