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Kaiser Media Watch Blog - July 1, 2022 to July 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: Jul 29, 2022JK: Kaiser Watch July 28, 2022 with Jim Goddard and John Kaiser
Published: Jul 28, 2022KRO: Kaiser Watch July 28, 2022: The time is right for emerging discovery plays
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 July 28, 2022: The time is right for emerging discovery plays
Jim (0:00:00): You will be in Vancouver September 9-10 for the Metal Investors Forum. What sort of companies are you inviting in light of the overall market gloom?
Although the slight inversion of the US T-Bill yield curve suggests that inflation will be tamed as a recession kicks in, the potential for worsening China supply chain problems as Xi Jinping doubles down on his zero covid policy even as the less harmful BA5 variant starts to rampage, and Russia's ongoing Ukraine invasion will feed inflationary pressure even as an economic downturn unfolds, causing inflation to persist. Until this situation has stabilized investors will be reluctant to speculate and advanced resource projects for which sentiment is linked to metal prices that are unlikely to benefit from a global slowdown. For resource juniors to attract audiences they must deliver a story that is sustained by exploration news flow, which is only possible with a major discovery in a general bear market. I mention Eskay Mining toward the end as an example where the emerging focus on the Scarlet Ridge trend will attract audiences regardless how gloomy the macro context. Uncertainty about how long the doom and gloom can drag on is why I am only inviting companies to September 2022 MIF which have what I believe to be significant emerging discoveries that can serve as self-contained speculation bubbles that deliver S-Curve action. The YouTube Eskay Update by John DeDecker is worth the 19 minutes to watch,
Eskay Mining Corp (ESK-V)





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

Long Term Chart of Key Rates

US T-Bill Yield Curve - slight inversion between 1 and 10 year

Declining spread between 10 and 2 year T-Bill Yields

The similar scale between Skeena's Eskay trend and Scarlet Ridge

Snapshot of SW View from Scarlet Ridge with Eskay Creek in background
Jim (0:10:46): What are some the big discoveries you remember from the first half of your career?

Arequipa from the Glorious Good Old Days and Arizona Mining from more recent
Jim (0:20:02): Have any of your invited companies accepted your invitation?
Although I talked last week about Canalaska's emerging uranium discovery in the Athabasca Basin, a subsequent conversation with CEO Cory Belyk revealed how close Canalaska came to making this discovery in 2007, which discouraged further interest in this conductor. The difference was higher resolution geophysics done in Q1 of 2022 which showed that the graphite loaded fault structure was 100 m farther NW than those 2007 drill holes could have reached. And because the fabric of the rocks dips SE, the alteration halo that can ascend 500 m above the unconformity, would have tracked NW and been just out of reach of the holes as they hit the unconformity. So I talk about this again as an example of how new geophysics can revive plays that frustrated past exploration.
Canalaska Uranium Ltd (CVV-V)






Bottom-Fish Spec Value
West McArthur Canada - Saskatchewan 3-Discovery Delineation U

Example of what a difference higher resolution geopjhysics can make

Story Path for Canalaska's West McArthur Project
Jim (0:29:16): Last week Endurance Gold announced initial results for its core drilling program at the Reliance discovery. Does Endurance Gold qualify for your September MIF session?
Endurance Gold has not yet been elevated to a KRO Favorite whose commentary is unrestricted for non KRO members, so the July 28, 2022 Tracker which explains to members why the way EDG has drilled hole #30 suggests a major breakthrough remains restricted. But I couldn't resist creating a public example of how with a discovery play speculators can immerse themselves in minutiae in search of clues that appear to offer an edge.
Endurance Gold Corp (EDG-V)






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

Searching Endurance Gold's Drill Plan for cluses about undisclosed visuals

Story Path for Endurance Gold's Reliance Project
Disclosure: JK owns shares of Endurance Gold; Canalaska Uranium and Endurance Gold are Bottom-Fish Spec Value rated

Posted: Jul 22, 2022JK: Kaiser Watch July 22, 2022 with Jim Goddard and John Kaiser
Published: Jul 22, 2022KRO: Kaiser Watch July 22, 2022: An emerging high grade uranium discovery?
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 July 22, 2022: An emerging high grade uranium discovery?
Jim (0:00:00): What is the current outlook for juniors engaged in uranium exploration?

Long and Short Term Uranium Spot Price Charts

Long Term Supply Evolution Chart for Uranium

Global Uranium Production in 2021

Global Heat Map for Uranium Production in 2021
Jim (0:13:23): You say Kazakhstan could supply most of the world's uranium needs for the foreseeable future, but why do we hear a lot of talk about Russian uranium supply as an argument for the United States to subsidize domestic uranium production?

World-Nuclear. org Table of Global Enrichment Capacity
Jim (0:18:40): If the Athabasca Basin is your favorite place to explore for uranium, is there any junior you are watching closely for a discovery?
Canalaska Uranium Ltd (CVV-V)






Bottom-Fish Spec Value
West McArthur Canada - Saskatchewan 3-Discovery Delineation U

Canalaska Uranium's Athabasca Basin Properties Map

New Discovery on Canalaska's West McArthur Project

Comparison of new West McArthur Discovery with Fox Lake Deposits

Cartoons showing how new West McArthur discovery fits into Athabasca Basin deposit types

Canalaska Warrant Table

Outcome Visualization IPV Chart for Arrow Clone at West McArthur
Jim (0:28:27): Who else do you like that is positioned to deliver a discovery in the Athabasca Basin?
Forum Energy Metals Corp (FMC-V)






Bottom-Fish Spec Value
Northwest Athabasca JV Canada - Saskatchewan 3-Discovery Delineation U

Forum Energy Map of Athabasca Basin Projects

Forum Energy's Wollaston Project

Forum Energy's Northwest Athabasca JV Project
Disclosure: JK owns none of the companies mentioned; Canalaska Uranium and Forum Energy Metals are Bottom-Fish Spec Value rated

Posted: Jul 15, 2022JK: Kaiser Watch July 15, 2022 with Jim Goddard and John Kaiser
Published: Jul 15, 2022KRO: Kaiser Watch July 15, 2022: How have the KRO Favorites done so far in 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 July 15, 2022: How have the KRO Favorites done so far in 2022?
Jim (0:00:00): John, you just came back from a vacation in the east Sierra. This was your third trip to the Mammoth Lakes area. What keeps pulling you to this part of the Sierra?

The East Sierra between Mono Lake and Bishop is a Geological Wonderland

John Kaiser's Power Past and Present

Long Valley - 700,000 year old super volcano watching and waiting

700 year old Panum Crater next to Mono Lake

Bodie Gold Mining Town and Bristlecone Pine in White Mountains

Chocolate Peak and Lakes

Columns at Crowley Reservoir and Triceratops at Aeolian Buttes
Jim (0:10:33): How did the Kaiser Favorites do during the second half of 2022?

DJIA 1920 vs 2010 Comparison and YTD Returns

Long Term Chart of TSXV Traded Value for Resource and Non-Resource Listings

Short Term Chart of TSXV Traded Value for Resource and Non-Resource Listings

KRO Favorites 2022 Index

KRO 2022 Favorites Returns as of July 15, 2022
Jim (0:15:49): Perpetua Gold and Galway Metals are down 37% and 34%. Do you think they are close to bottom?
Perpetua Gold Corp (PPTA-T)





Favorite
Good Spec Value
Stibnite United States - Idaho 7-Permitting & Feasibility Au Sb
Galway Metals Inc (GWM-V)





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

Long Term Annual Average Gold Price Chart including 1980 gold at $400 inflation adjusted

Long Term Chart of Daily Holding Change for GLD Gold Trust

Gold Price based DCF After-Tax NPV Sensitivity Chart for Perpetua's Stibnite Project

Outcome Visualization for Galway's Clarence Stream Project as Open-Pit Scenario
Jim (0:20:00): Aurion Resources and Eskay Mining are both gold exploration juniors that are down 56% and 34% respectively. What do you think of them at current levels?
Aurion Resources Ltd (AU-V)





Favorite
Fair Spec Value
Kutuvuoma Finland - Other 3-Discovery Delineation Au
Eskay Mining Corp (ESK-V)





Favorite
Fair Spec Value
Eskay Canada - British Columbia 3-Discovery Delineation Au Ag Cu Pb Zn
Jim (0:24:25): FPX Nickel is up 6%, one of only 2 KRO Favorites up for the year. What is the outlook for FPX Nickel?
FPX Nickel Corp (FPX-V)





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

Long Term Chart for Nickel Price and Warehouse Stocks

Nickel Price based DCF After-Tax NPV Sensitivity for FPX Nickel's Decar Project
Jim (0:30:37): Northwest Copper and P2 Gold, both with advanced copper projects, are down 62% and 47%. Has anything gone wrong except the copper price?
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

Long Term Chart of Copper Prices and Warehouse Stocks

Outcome Visualization for PG Gold's Gabbs Project at Existing Resource
Jim (0:36:11): Verde Agritech is up 139% for the year though that is just over half its peak earlier this year. Are you still bullish on Verde Agritech?
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 and P2 Gold are Fair Spec Value Favorites, FPX and Verde Agritech are Good Spec Value rated Favorites

Posted: Jul 7, 2022JK: Kaiser Watch July 7, 2022 with Jim Goddard and John Kaiser
Published: Jul 7, 2022KRO: Kaiser Watch July 7, 2022: Never exercise options without selling
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 July 7, 2022: Never exercise options without selling
Jim (0:00:00): The CEO of Verde Agritech has sold over $4 million worth of stock during the past month after the stock peaked in early May. Should we be worried?
Verde Agritech Plc (NPK-T)





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

Recent Insider Reports by Verde Agritech CEO Cris Veloso
Jim (0:13:33): Is there anything interesting in the latest exploration update from Eskay Mining Corp?
Eskay Mining Corp (ESK-V)





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

Eskay Mining's Jeff North Drill Plan and Scarlet Ridge Target Area

Conceptual Model for Scarlet Ridge Target at Eskay

Outcome Visualization IPV Chart for Eskay Creek 2 Outcome
Jim (0:20:36): Iamgold reported final drill results for the Nelligan gold project in which Vanstar has a carried interest. What is next for Nelligan and Vanstar?
Vanstar Mining Resources Inc (VSR-V)






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

Nelligan Drill Plan and Potential New Pit Shell

Nelligan Drill Sections showing Pit Expansion Potential

Long Section and Plan View of Bousquet-Odyno Play

Outcome Visualizatiion Value IPV Chart for Vanstar's Nelligan Project

Outcome Visualizatiion Price IPV Chart for Vanstar's Nelligan Project
Disclosure: JK owns Verde Agritech; Verde Agritech is a Good Spec Value rated Favorite, Eskay Mining is a Fair Spec Value rated Favorite; Vanstar is Bottom-Fish Spec Value rated

 
 

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