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Kaiser Watch February 17, 2022: Key permit turns NPK into potash proxy play


Posted: Feb 17, 2022JK: Kaiser Watch February 17, 2022 with Jim Goddard and John Kaiser
Published: Feb 17, 2022KRO: Kaiser Watch February 17, 2022: Key permit turns NPK into potash proxy play
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. 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 February 17, 2022: Key permit turns NPK into potash proxy play
Jim (0:00:00): What implications does this week's schmooze fest between Bolsonaro and Putin have for Brazil?

Brazil's Nitrogen Agricultural Use, Production & Imports

Brazil's Phosphate Agricultural Use, Production & Imports

Brazil's Potassium Agricultural Use, Production & Imports
Jim (0:08:16): Verde Agritech announced last week that it has been granted a 2.4 million tonne per year mining permit for Pit 2. Why is this a big deal?
Verde Agritech Plc (NPK-T)





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

Verde Agritech Customer Growth and Pit Permit Tables

Verde Agritech Plant 2 Construction Photos
Jim (0:18:30): Is there anything from your Bottom-Fish collection that you would like to talk about today?
Copper Lake Resources Ltd (CPL-V)






Bottom-Fish Spec Value
Marshall Lake Canada - Ontario 3-Discovery Delineation Cu Au Ag Zn

Story Path for Copper Lake's Marshall lake Play

Geology Map for Copper Lake's Marshall Lake Play

Plan View of Deep IP Target at Copper Lake's Marshall Lake Play

Section View of Deep IP Target at Copper Lake's Marshall Lake Play
Disclosure: JK owns shares of Verde Agritech; Verde Agritech is a Good Spec Value rated favorite; Copper Lake is Bottom-Fish Spec Value rated.
 
 

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