Kaiser Watch May 12, 2022: Story Paths to Success for MIF May 2022 |
Jim (0:00:00): What will be the topic of your presentation at the upcoming Metals Investor Forum? |
 Will a Post-Globalization World look like this? |
 Template for Understanding a Comapany's Story Path to Success |
 Metals Investor Forum Program for John Kaiser's Session on Sunday May 15, 2022 |
Jim (0:08:30): What is the story path and success strategy for Adamera Minerals? |
Adamera Minerals Corp (ADZ-V)


Bottom-Fish Spec Value |
 |
 |
Buckhorn 2.0 |
United States - Washington |
2-Target Drilling |
Au |
 Story Path and Success Strategies for Adamera's Buckhorn 2.0 |
 Shifting the Focus from the Republican Graben to the Underexplored Torodo Graben |
 Adamera's Buckhorn 2.0 Story Path & Rethink Strategy for Success |
 What would Buckhorn be worth if found today and what could it do for Adamera's stock price? |
Jim (0:16:36): is the story path and success strategy for P2 Gold? |
P2 Gold Inc (PGLD-V)


Favorite Fair Spec Value |
 |
 |
Gabbs |
United States - Nevada |
4-Infill & Metallurgy |
Au Cu |
 P2 Gold's Gabbs Story Path |
 Location Maps for Gabbs Project and known copper-gold zones |
 What Friedland bought as an optionality play and the world class discovery he made at depth. |
 Can P2 Gold pull off a Friedland at Gabbs? |
 What might Gabbs as it is be worth before Ore Schedule Optimization? |
 P2 Gold's BAM Story Path |
 Location of BAM in Golden Triangle and Timeline |
 Conceptual Model for BAM Target |
Jim (0:26:52): What is the story path and success strategy for Searchlight Resources? |
Searchlight Resources Inc (SCLT-V)


Bottom-Fish Spec Value |
 |
 |
Kulyk Lake |
Canada - Saskatchewan |
2-Target Drilling |
U REM |
 Searchlight's Kulyk Lake Story Path |
 Has the Wollaston Domain's potential been properly assessed? |
 Kulyk Lake's Thorium and Uranium Radiometric Anomalies |
 Searchlight's Bootleg Lake Story Path |
 Consolidating a minor gold district in the shadow of a world class copper district |
Jim (0:36:24): What is the story path and success strategy for Vanstar Mining? |
Vanstar Mining Resources Inc (VSR-V)


Bottom-Fish Spec Value |
 |
 |
Nelligan |
Canada - Quebec |
4-Infill & Metallurgy |
Au |
 Vanstar's Nelligan Story Path |
 A grassroots discovery whose limits remain to be found ahead of feasibility demonstration |
 What might Nelligan be worth as an open pit mine and what would it mean for Vanstar's stock price? |
 Vanstar's Bousquet-Onydo Story Path |
 A splay off the Cadillac-Larder Lake Fault Zone |
 Drill deeper to see if the zone blossoms |
Jim (0:43:54): What is the story path and success strategy for Zephyr Minerals? |
Zephyr Minerals Ltd (ZFR-V)


Bottom-Fish Spec Value |
 |
 |
Nyanga North |
Zimbabwe - Other |
2-Target Drilling |
Au |
 Zephyr's Zimbabwe Story Path |
 Zimbabwe's History of Gold Production mainly from small scale mining |
 Zimbabwe missed the 1990s third world frontier exploration boom, but better late than never! |
Disclosure: JK owns Adamera; P2 Gold is a Fair Spec Value rated Favorite; Adamera, Searchlight, Vanstar and Zephyr are Bottom-Fish Spec Value rated. |