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Kaiser Watch April 28, 2022: Does Elon Musk understand the mining sector?

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)

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)

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.

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