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Kaiser Watch September 2, 2022: Will the juniors have a fall rally?

Posted: Sep 2, 2022JK: Kaiser Watch September 2, 2022 with Jim Goddard and John Kaiser
Published: Sep 2, 2022KRO: Kaiser Watch September 2, 2022: Will the juniors have a fall rally?
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 September 2, 2022: Will the juniors have a fall rally?
Jim (0:00:00): How did the Kaiser Favorites do in August?

KRO 2022 Favorites Index as of September 2, 2022

KRO 2022 Favorites Performance as of September 2, 2022

Comparison of TSXV Resource vs Non-Resource Traded Value since 2009

US Jobs and Unemployment Rate Chart
Jim (0:06:17): Verde Agritech at the moment is your only KRO Favorites winner this year. How do you think it will finish the year?
Verde Agritech Ltd (NPK-T)

Good Spec Value
Cerrado Verde Brazil - Other 9-Production K
Jim (0:10:37): Why is FPX Nickel down only 10% compared to the others?
FPX Nickel Corp (FPX-V)

Good Spec Value
Decar Canada - British Columbia 6-Prefeasibility Ni

Nickel Price and Warehouse Stock Levels Chart

Global Nickel Supply 71% from Laterites 29% Sulphides
Jim (0:16:33): Is there any common theme that explains the poor performance of your other favorites?
Northwest Copper Corp (NWST-V)

Fair Spec Value
Kwanika Canada - British Columbia 5-PEA Au Cu Ag Mo
P2 Gold Inc (PGLD-V)

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

Copper Price and Warehouse Levels Chart

Very modest copper supply growth during past decade

The IMF better revise its GDP proejctions downward to prevent copper from soaring
Jim (0:21:39): How have your gold focused Favorites done?
Perpetua Gold Corp (PPTA-T)

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

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

Gold Price in comparison with $400 gold in 1980 inflation-adjusted

What does the future hold if Powell replicates Volcker?

This chart shows what it took in 1978 to subdue inflation!

The GLD has now lost ounces relative to the start of 2022
Jim (0:25:33): How are your discovery focused Favorites doing?
Aurion Resources Ltd (AU-V)

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

Fair Spec Value
Eskay Canada - British Columbia 3-Discovery Delineation Au Ag Cu Pb Zn
Snowline Gold Corp (SGD-CSE)

Unrated Spec Value
Rogue Canada - Yukon Territory 3-Discovery Delineation Au
Jim (0:32:07): What sort of juniors are you going to be focused on after Labor Day?
Patriot Battery Metals Corp (PMET-V)

Unrated Spec Value
Corvette Canada - Quebec 3-Discovery Delineation Li
Disclosure: JK owns shares of FPX Nickel and Verde Agritech; Aurion, Eskay Mining, Northwest Copper, and P2 Gold are Fair Spec Value rated Favorites, FPX Nickel, Perpetua and Verde Agritech are Good Spec Value rated Favorites

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