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Kaiser Media Watch Blog - May 1, 2022 to May 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: May 30, 2022JK: BetweenPlays May 30, 2022: Albert Laurin interviews John Kaiser
Published: May 30, 2022BP: BetweenPlays May 30, 2022: Focus on EVs and Critical Minerals
On May 28, 2022 Albert Laurin of BetweenPlays and John Kaiser recorded an interview based on a set of questions related to electric vehicles and critical minerals for which John Kaiser provided a set of slides to help illustrate the concepts he was describing. The recording was published by BetweenPlays on May 30, 2022 on various platforms including YouTube. The individual question times for this 1.5 hour discussion have been isolated below along with the associated grapphics provided by John Kaiser.

BetweenPlays May 30, 2022: Special presentation JOHN KAISER focus on EV and Critical Minerals!
(0:00:00): Introduction by Albert Laurin of BetweenPlays.com
(0:04:11): Given the state of macroeconomic conditions, should Canada and the USA continue importing minerals or should we mine our own?

Chart showing the convergence of China and US GDP

Chart showing how combined Russia-China GDP almost matches US GDP

The coming fragmentation of the global economy

Combined Russia-China share of global raw material supply

America's pitiful share of global raw material supply
(0:13:48): Given climate change and the Paris accord agreement, where do you see Internal combustion engines (ICE Vehicles) VS Electric Vehicles (EV's) and has the time of EV finally arrived?

China's energy input vulnerability

A looming showdown between End Timer Boomers and Younger Generations
(0:23:45): Do we have enough lithium mines and when looking at RISK which type of lithium should we be focused on, salt brine lithium from the lithium triangle, Spodumene (pegmatites) given lithium price risks and profit margin ratio (Nemaska example of bankruptcy risk on volatile lithium prices) or Clay brine and is the technology even there?

The lithium supply problem facing large scale EV adoption

Future Lithium Market Value at different Prices

Lithium Mania 1.0 was only the beginning

Where will future lithium supply growth come from?
(0:40:50): Is recycling a part of the lithium solution and can it be the answer in itself?

Lithium Recycling won't be a factor until a decade from now
(0:45:45): Do you believe that Nickel will play a strong role in the EV future, is there a concern in its pricing and will there be a short supply in the next decade?

Nickel Supply has been overtaken by Indonesia and Philippines
(0:51:21): Is Nickel smelting an issue that needs to be resolved quickly?

60% of Global Nickel Supply is Dirty
(0:55:36): The new saying on the block is Cobalt out Manganese in, should we be looking at Cobalt or Manganese and how will this affect the Canada and USA market?

Cobalt Supply dominated by Congo
(1:01:00): Concerning Solid State Batteries, what is the future of solid state lithium ion batteries VS other Solid State technologies and what will the role of Critical Minerals play in the EV sector?

Lots of Manganese for Steel but Battery Grade is another matter
(1:14:17): Looking at the Macro state of things and Critical Minerals with focus on Scandium in the Defense Sector, we need to be actively engaged in this type of material given its importance to Defense as well as EV market?

Lightweighting Aluminum and Steel with Critical Mineral Alloys
(1:16:55): What are your 3 EV mineral companies of choice that interest you right now?
Scandium International Mining Corp (SCY-T)







Bottom-Fish Good Spec Value
FPX Nickel Corp (FPX-V)





Favorite
Good Spec Value
Brunswick Exploration Inc (BRW-V)






Favorite

Bottom-Fish Spec Value
Disclosure: JK owns Brunswick Expl, FPX Nickel and Scandium Intl; FPX Nickel is a Good Spec Value rated Favorite; Brunswick and Scandium Intl are Bottom-Fish Spec Value rated

Posted: May 26, 2022JK: Kaiser Watch May 26, 2022 with Jim Goddard and John Kaiser
Published: May 26, 2022KRO: Kaiser Watch May 26, 2022 : No more strategic ambiguity for China
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 May 26, 2022: No more strategic ambiguity for China
Jim (0:00:00): Joe Biden stated this week that the United States would intervene if China attacked Taiwan. This is the third time he has ignored the policy of "strategic ambiguity". Is it time to take Biden seriously?
Jim (0:07:50): What is the purpose behind the delineation drilling program FPX Nickel just announced for the Van Zone on its Decar project in British Columbia?
FPX Nickel Corp (FPX-V)





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

Proposed Drilling for Van Delineation

Nickel Price DCF Sensistivity for 2020 Decar PEA

Nickel Price DCF Sensistivity for 2020 Decar PEA with 20% Cost Escalation

Nickel Price Sensitivity for 2020 PEA with 20% Cost Escalation using speculative 0.14% Van grade
Jim (0:16:47): Verde Agritech announced a plan to redomicile from the United Kingdom to Singapore. What is that all about?
Verde Agritech Plc (NPK-T)





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

Stock Chart for Verde Agritech from Listing Date
Disclosure: JK Owns shares of FPX Nickel and Verde Agritech; FPX Nickel and Verde Agritech are Good Spec Value rated Favorites

Posted: May 23, 2022JK: MIF Presentation May 15, 2022: Preparing for the Return of the Physical
Published: May 23, 2022MIF: MIF Presentation May 15, 2022: Preparing for the Return of the Physical
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Direct YouTube link for John Kaiser MIF Talk

MIF Company Presentation and Backstage Interview Video Links
Adamera Minerals Corp (ADZ-V)
Presentation

Interview
P2 Gold Inc (PGLD-V)
Presentation

Interview
Searchlight Resources Inc (SCLT-V)
Presentation

Interview
Vanstar Mining Resources Inc (VSR-V)
Presentation

Interview
Zephyr Minerals Ltd (ZFR-V)
Presentation

Interview
PDF Link for May 2022 MIF presentation: Preparing for the Return of the Physical


Posted: May 19, 2022JK: Kaiser Watch May 19, 2022 with Jim Goddard and John Kaiser
Published: May 19, 2022KRO: Kaiser Watch May 19, 2022: When small becomes beautiful who you gonna call?
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 May 19, 2022: When small becomes beautiful who you gonna call?
Jim (0:00:00): What were the two conferences like in Vancouver that you attended this week?

Comparing the Dow in 1920 an 2010 onwards
Jim (0:03:33): Why do you think Canada is a good destination for resource juniors and why do you think this is a good time to buy them?

Snapshot of Key Crescat Charts and Link to Full Report
Jim (0:16:54): Verde Agritech released its updated prefeasibility study this week. What does it say about where the stock price is headed?
Verde Agritech Plc (NPK-T)





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

Three scenarios from the PFS Expansion Plan
Disclosure: JK Owns Verde Agritech; Verde Agritech is a Good Spec Value rated Favorite

Posted: May 12, 2022JK: Kaiser Watch May 12, 2022 with Jim Goddard and John Kaiser
Published: May 12, 2022KRO: Kaiser Watch May 12, 2022: Story Paths to Success for MIF May 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 May 12, 2022: Story Paths to Success for MIF May 2022
Jim (0:00:00): What will be the topic of your presentation at the upcoming Metals Investor Forum?

Will a Post-Globalization World look like this?

Template for Understanding a Comapany's Story Path to Success

Metals Investor Forum Program for John Kaiser's Session on Sunday May 15, 2022
Jim (0:08:30): What is the story path and success strategy for Adamera Minerals?
Adamera Minerals Corp (ADZ-V)






Bottom-Fish Spec Value
Buckhorn 2.0 United States - Washington 2-Target Drilling Au

Story Path and Success Strategies for Adamera's Buckhorn 2.0

Shifting the Focus from the Republican Graben to the Underexplored Torodo Graben

Adamera's Buckhorn 2.0 Story Path & Rethink Strategy for Success

What would Buckhorn be worth if found today and what could it do for Adamera's stock price?
Jim (0:16:36): is the story path and success strategy for P2 Gold?
P2 Gold Inc (PGLD-V)





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

P2 Gold's Gabbs Story Path

Location Maps for Gabbs Project and known copper-gold zones

What Friedland bought as an optionality play and the world class discovery he made at depth.

Can P2 Gold pull off a Friedland at Gabbs?

What might Gabbs as it is be worth before Ore Schedule Optimization?

P2 Gold's BAM Story Path

Location of BAM in Golden Triangle and Timeline

Conceptual Model for BAM Target
Jim (0:26:52): What is the story path and success strategy for Searchlight Resources?
Searchlight Resources Inc (SCLT-V)






Bottom-Fish Spec Value
Kulyk Lake Canada - Saskatchewan 2-Target Drilling U REM

Searchlight's Kulyk Lake Story Path

Has the Wollaston Domain's potential been properly assessed?

Kulyk Lake's Thorium and Uranium Radiometric Anomalies

Searchlight's Bootleg Lake Story Path

Consolidating a minor gold district in the shadow of a world class copper district
Jim (0:36:24): What is the story path and success strategy for Vanstar Mining?
Vanstar Mining Resources Inc (VSR-V)






Bottom-Fish Spec Value
Nelligan Canada - Quebec 4-Infill & Metallurgy Au

Vanstar's Nelligan Story Path

A grassroots discovery whose limits remain to be found ahead of feasibility demonstration

What might Nelligan be worth as an open pit mine and what would it mean for Vanstar's stock price?

Vanstar's Bousquet-Onydo Story Path

A splay off the Cadillac-Larder Lake Fault Zone

Drill deeper to see if the zone blossoms
Jim (0:43:54): What is the story path and success strategy for Zephyr Minerals?
Zephyr Minerals Ltd (ZFR-V)






Bottom-Fish Spec Value
Nyanga North Zimbabwe - Other 2-Target Drilling Au

Zephyr's Zimbabwe Story Path

Zimbabwe's History of Gold Production mainly from small scale mining

Zimbabwe missed the 1990s third world frontier exploration boom, but better late than never!
Disclosure: JK owns Adamera; P2 Gold is a Fair Spec Value rated Favorite; Adamera, Searchlight, Vanstar and Zephyr are Bottom-Fish Spec Value rated.

Posted: May 5, 2022JK: Kaiser Watch May 5, 2022 with Jim Goddard and John Kaiser
Published: May 5, 2022KRO: Kaiser Watch May 5, 2022: Is China a stealth gold hoarder?
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 May 5, 2022: Is China a stealth gold hoarder?
Jim (0:00:00): You have been fairly bullish about the resource juniors, but they seem to have lost momentum during the past few weeks. Some say this is an example of the old saying "sell in may and go away". Do you think the resource juniors are already heading into the summer doldrums?

Chart of Relative TSXV Traded Value for Resource and Non-Resource Listings

Daily Change in GLD ETF Gold Holdings

Annual Official Sector Gold Holding Changes 1845-2021

Official and Private Sector Gold Holdings 1845-2021

Current Distribution of Offical Sector Gold Holdings

Chart of Annual Chinese Gold Production and Disclosed Official Holdings
Jim (0:15:00): What has your bottom-fish Endurance Gold been up to?
Endurance Gold Corp (EDG-V)






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

Map showing Expanded District Scale of Reliance Project
Jim (0:24:37): You are coming to Vancouver in May to attend two back to back conferences. What is the first one, the Metals Investor Forum, all about?

Sunday May 15 Metals Investor Forum Program
Jim (0:30:30): What is the Vancouver Resource Investment conference like that you will be attending on May 17 and 18?

Using the KRO Search Engine to Prepare for VRIC May 2022

Example of what the KRO Search Engine results look like
Disclosure: JK Owns share of Endurance Gold; Endurance Gold is Bottom-Fish Spec Value rated.

 
 

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