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Kaiser Media Watch Blog - June 1, 2022 to June 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: Jun 23, 2022JK: Kaiser Watch June 23, 2022 with Jim Goddard and John Kaiser
Published: Jun 23, 2022KRO: Kaiser Watch June 23, 2022: Drilling timeline key to avoiding summer doldrums
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 June 23, 2022: Drilling timeline key to avoiding summer doldrums
Jim (0:00:00): Why did Barrick say good-bye to Perpetua Gold Corp?
Perpetua Gold Corp (PPTA-T)





Favorite
Good Spec Value
Stibnite United States - Idaho 7-Permitting & Feasibility Au Sb

Perpetua's Sribnite After-Tax NPV per Share Sensitivity to Gold Price
Jim (0:08:10): Tower Resources released positive drill results for the Lightning Zone discovery at Rabbit North. Why did the stock just spin its wheels?
Tower Resources Ltd (TWR-V)






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

Regional Map showing Rabbit North Proximity to Kamloops

Plan and Section Views of Lightning Zone drilling

Table of Tower Warrants
Jim (0:15:13): Arizona Silver published new drill results for the Philadelphia gold-silver project in Arizona. Why did the stock sell off?
Arizona Silver Exploration Inc (AZS-V)






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

Conceptual Bulk Tonnage Target for Philadelphia Project

Philadelphia Drill History with Gaps Noted

Drill Plan of Meridian Drilling and Section Comparsion of United Eastern Orebody

Philadelphia Claim Map showing Patented and Unpatented Claims
Disclosure: JK owns none of the companies mentioned; Perpetua Gold is a Good Spec Value rated Favorite; Arizona Silver and Tower Resources are Bottom-Fish Spec Value rated

Posted: Jun 18, 2022JK: MIF Presentation June 12, 2022: Lithium Dawn or Twilight's Last Gleam?
Published: Jun 18, 2022MIF: MIF Presentation June 12, 2022: Lithium Dawn or Twilight's Last Gleam?

Direct YouTube link for John Kaiser MIF Talk

PDF for John Kaiser Presentation: Lithium Dawn or Twilight's Last Gleam?

June 12, 2022 MIF Company Presentation and Backstage Interview Video Links
Avalon Advanced Materials Inc (AVL-T)
Presentation

Interview
Brunswick Exploration Inc (BRW-V)
Presentation

Interview
Sonoro Gold Corp (SGO-V)
Presentation

Interview


Posted: Jun 16, 2022JK: Kaiser Watch June 16, 2022 with Jim Goddard and John Kaiser
Published: Jun 16, 2022KRO: Kaiser Watch June 16, 2022: Is Goldman Sachs bearish about lithium?
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 June 16, 2022: Is Goldman Sachs bearish about lithium?
Jim (0:00:00): What was the PDAC conference in Toronto like?

All Zimtu hands were on deck during PDAC opening day fiasco
Jim (0:11:38): The recent market sell-off was triggered by last week's inflation report which showed that the consumer price index rose from 8.3% to 8.6% rather than dropping. We have now seen a 0.75 point rate hike by the Federal Reserve. How high will rates need to go before inflation declines?

Long Term Chart of US Prime, CPI and Real 1 Yr T-Bill Rate

Comparison of Dow during 1920s and 2010s

Daily Holding Changes of GLD ETF

Will the Hodlrs help the Whales convert their dung into cash?

The China-Russia Axis controls a staggering portion of raw material supply

The champion of democracy controls a fraction of raw material supply
Jim (0:25:40): Goldman Sachs published a Battery Metals Watch report in late May which declared the "end of the beginning" for the battery metals boom. The report says lithium will end up over-supplied between now and 2025. What does that mean for your prediction of Lithium Mania 2.0?

Goldman Sachs expects Chinese supply expansion to tank lithium carbpnate below $10/lb by 2023

Goldman Sachs expects China to expand its supply 5-fold by 2025

Existing Lithium Supply Centers

Eastern Canada has ptoential to emerge as a primary lithium supply center

Canada, missing from the supply chart, is the future supply elephant in the room

Goldman Sachs is very bullish about lithium long term!
Disclosure: JK does not own any of the companies mentioned

Posted: Jun 9, 2022JK: Kaiser Watch June 9, 2022 with Jim Goddard and John Kaiser
Published: Jun 9, 2022KRO: Kaiser Watch June 9, 2022: Lithium Dawn or Twilight's Last Gleam?
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 June 9, 2022: Lithium Dawn or Twilight's Last Gleam?
Jim (0:00:00): You are heading off this weekend to Toronto to participate in the Metals Investor Forum on Saturday and Sunday, and PDAC on Monday through Wednesday. What are your plans for these back to back in person conferences?

MIF Agenda for Session 5 - Sunday June 12, 2022
Jim (0:07:00): Why do you think Lithium Mania 2.0 is a good educational gateway for younger generations such as the millennials?

Long Term Chart of Lithium Carbonate Price

Long Term Lithium Supply Evolution

2021 Lithium Supply by Country

Brine vs Hardrock Sources for Lithium

The Focus for Lithium Mania 2.0 - Canada and Brazil
Jim (0:19:51): What is the significance of the latest Reliance gold results put out by Endurance Gold?
Endurance Gold Corp (EDG-V)






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

Arsenic and Gold Results for Reliance

Reliance Drill Plan showing Eagle South 020 Zone

Map of Reliance Project and Mineralized Trends
Jim (0:25:10): Why did Bell Copper drop after reporting assays for its latest Big Sandy drill hole?
Bell Copper Corp (BCU-V)






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

Under Cover Big Sandy Copper Target

Interpretation of Big Sandy Target and #3 Drill Results
Disclosure: JK owns Brunswick Expl and Endurance Gold; Avalon, Bell Copper, Brunswick Expl, Endurance Gold and Sonoro are Bottom-Fish Spec Value rated.

Posted: Jun 2, 2022JK: Kaiser Watch June 2, 2022 with Jim Goddard and John Kaiser
Published: Jun 2, 2022KRO: Kaiser Watch June 2, 2022: NPK creeps onto Financial Times radar
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 June 2, 2022: NPK creeps onto Financial Times radar
Jim (0:00:00): Russian President Putin has suggested that if the world wants to avoid famine because Russia is blockading the shipment of Ukrainian wheat through the Black Sea via its Odesa port, it must first lift sanctions on the sale of Russian fertilizer. Would it have a negative impact on Verde Agritech?
Verde Agritech Plc (NPK-T)





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

Charts comparing Nutrien and Verde Agritech Daily Changes
Jim (0:14:43): Has the Golden Triangle exploration season arrived yet for Eskay Mining Corp?
Eskay Mining Corp (ESK-V)





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

Table of ESK Warrants and what exercise of in the money warrants would raise

Outcome Visualization showing what Eskay Creek II would be worth

Key Target Areas of Eskay Project

Scarlet Ridge - potential late season discovery surprise?
Jim (0:19:24): Did Galway Metals refinance itself to fund further work at Clarence Stream?
Galway Metals Inc (GWM-V)





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

Outcome Visualization of what Galway's Existing Open-Pittable Resource is potentially worth

Current Clarence Stream Resources
Disclosure: JK owns Verde Agritech; Galway Metals and Verde Agritech are Good Spec Value rated Favorites, Eskay Mining is a Fair Spec Value rated Favorite

 
 

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