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Kaiser Media Watch Blog - January 1, 2020 to January 31, 2020
Kaiser Media Watch Blog enables John Kaiser to share online content from other media he deems interesting or relevant to Kaiser Research Online audiences. He collects links to such content and writes a brief explanation. The KMW Blog gets updated during the evening KRO update. After a week or so the current KMW Blog gets archived and a new one is started. Tweets are sent with a link to the item in the KMW Blog when it is of particular interest. Right clicking the JK header allows one to share or copy a link directly to that specific blog post.
This 33 minute interview by Jim Goddard of HoweStreet.com was done on January 4, 2020 as part of This Week in Money. The John Kaiser segment starts at 8:03 and ends at 41:07. (Direct YouTube Link).
This 5 minute interview in Vancouver at MIF was done by Michelle Savella on January 17, 2020 and posted by Kitco Gibson - Beneath the Surface on January 27, 2020. (Direct YouTube Link).
Discovery Watch is a weekly 15-30 minute audio show produced by HoweStreet.com where Jim Goddard interviews John Kaiser about resource juniors with projects that have caught John's attention. The projects will not be limited to companies he has covered as Bottom-Fish and Spec Value Hunter picks and will include projects that may be of interest only because they are in the limelight. Jim and John will periodically circle back to review the projects and if necessary close them out as no longer worth watching. KRO will keep track of projects mentioned through Discovery Watch with HoweStreet.com. Discovery Watch is available via YouTube or Podcast.
Disclosure: JK owns Nevada Expl; Forum Energy and Sun Metals are Bottom-Fish Spec Value rated Favorites, Nevada Expl is a Fair Spec Value rated Favorite
The MIF presentation After a lost decade will resource juniors make a comeback in the twenties? addresses the possibility that a turnaround for the 8 year long bear market in resource juniors is underway as the market starts to take the gold price uptrend seriously. The cannabis and crypto bubbles are deflating.
I devote a slide calling for a reform of the private placement system, in particular the elimination of the "existing security holder" requirement of the exemption that allows non-accredited investors (non-millionaires) to participate in private placements. I discuss the problems hampering a turnaround for the resource juniors in greater detail in a Howestreet.com Interview - Dec 18, 2019. I also created a powerpoint presentation which uses the Tri Origin example to show how insanely complicated the paperwork is for a private placement: Navigating a Private Placement Document. While it looks like a turnaround is underway, it is still critical to engage a new capital pool, especially including Post Boomers, as a source of direct financing for juniors because the brokerage sector can no longer perform this role on anything but a very select basis.
In late January 2016 after a very dismal 2015 for resource juniors the market started an uptrend that tracked a rebound in the price of gold which stalled as soon as the gold uptrend reversed in August 2016. When gold started rising in May of 2019 the producers tracked the uptrend but the juniors only did so half-heartedly. And when gold stalled in September 2019 the entire junior resource sector sagged with a pickup starting only in mid December amidst capitulation selling even though gold was holding up in the $1,450-$1,500 range. In terms of the market sentiment cycle we are allowing a glimmer of hope from an abyss of depression. Will this time be different? Much will depend on the sustainability of the gold uptrend, which for now is being treated as a safe haven from rising uncertainty about where the United States is leading the world.
KRO is now closed to new registrations seeking the USD $450 annual individual membership, though this deal remains available to individuals who previously registered at KRO. You can Update your membership and use the email on file to recover your log in credentials. New registrations are still available for Multi- User Corporate memberships which cost USD $1,000 per year (the annual membership used to be USD $800 per year). The web site is now over 15 years old and needs a redesign whose completion date is at this the time uncertain. In fact, if the turnaround starts to accelerate, the completion date will become an unknown because this is the most lucrative time in the resource junior market cycle and John Kaiser will focus on highlighting the erupting winners.
Effective January 1, 2019 we have new Membership Fees and an expanded Spec Value Rating System. The new price in 2019 will be $450 annually or $200 for 90 days. The KRO Favorites List was published on January 1, 2019. Check out the catalog of Free Stuff at KRO.
Discovery Watch is a weekly 15-30 minute audio show produced by HoweStreet.com where Jim Goddard interviews John Kaiser about resource juniors with projects that have caught John's attention. The projects will not be limited to companies he has covered as Bottom-Fish and Spec Value Hunter picks and will include projects that may be of interest only because they are in the limelight. Jim and John will periodically circle back to review the projects and if necessary close them out as no longer worth watching. KRO will keep track of projects mentioned through Discovery Watch with HoweStreet.com. Discovery Watch is available via YouTube or Podcast.
Zephyr Minerals Ltd has been a KRO Bottom-Fish Spec Value rated company since late 2017 based on the Dawson-Green Mountain gold project in Colorado where the junior has a small 111,300 oz resource for which a PEA supporting a small 300 tpd underground mine was published in early 2017. This resource in the Dawson segment has been outlined only to a depth of 275 m because it dips into a mountain and it is not practical to drill deeper. The idea is that if a small scale mine were developed a much bigger resource could be delineated by drilling from underground. The upside for the Dawson segment thus hinges on a gold bull market to bring in the required CapEx. In 2018 Zephyr acquired the Green Mtn segment to the west where it hopes to establish a similar system. Zephyr was introduced to DW in May 2019 on the basis of a Broken Hill type zinc-lead-silver target that emerged in 2018 within the El Plomo segment, a down-dropped block between the Green Mtn and Dawson segments. It features a high grade Zn-Pb-Ag horizon that was tested to a shallow depth decades ago but given up on because although it strikes for 3 km it is narrow. In the Broken Hill model metamorphism will have folded and remobilized such a system to create structural thickening and higher grades. Regional geochemistry suggests such a process could have taken place, so during the summer of 2019 Zephyr conducted an airborne Mag-EM survey over the property to see if there is a magnetic anomaly associated with the El Plomo trend that supports the hypothesis that a much thicker Broken Hill type deposit exists at depth. In September 2019 Zephyr revealed that there is such a magnetic anomaly worth drilling from 4-5 locations along the trend. But because El Plomo is bighorn sheep habitat drilling is restricted to July 1 to Oct 31, so the Broken Hill target cannot be tested until the 2020 summer. Zephyr will meanwhile continue target development work on the Green Mtn segment. (Sep 17, 2019)
Disclosure: JK owns Taiga Gold; Azimut is a Fair Spec Value rated Favorite; Taiga and Zephyr are Bottom-Fish Spec Value rated
Effective January 1, 2019 we have new Membership Fees and an expanded Spec Value Rating System. The new price in 2019 will be $450 annually or $200 for 90 days. The KRO Favorites List was published on January 1, 2019. Check out the catalog of Free Stuff at KRO.
Discovery Watch is a weekly 15-30 minute audio show produced by HoweStreet.com where Jim Goddard interviews John Kaiser about resource juniors with projects that have caught John's attention. The projects will not be limited to companies he has covered as Bottom-Fish and Spec Value Hunter picks and will include projects that may be of interest only because they are in the limelight. Jim and John will periodically circle back to review the projects and if necessary close them out as no longer worth watching. KRO will keep track of projects mentioned through Discovery Watch with HoweStreet.com. Discovery Watch is available via YouTube or Podcast.
Disclosure: JK owns Nevada Expl Inc, NioBay and FPX Nickel; Nevada Expl is a Fair Spec Value Favorite, NioBay and FPX are Bottom-Fish Spec Value rated Favorites
