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 Fri Oct 14, 2022
KW Excerpt: Kaiser Watch October 14, 2022: Brunswick Exploration Inc (BRW-V)
    Publisher: Kaiser Research Online
    Author: Copyright 2023 John A. Kaiser

 
Brunswick Exploration Inc (BRW-V: $0.770)
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Kaiser Watch October 14, 2022: IMF keen on India's Growth Potential
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(0:23:43): How does one get up to speed on juniors that benefit from Lithium Manis 2.0?
KRO is a research platform that covers all resource focus companies listed on the Canadian and Australian exchanges. For the past few months we have made an effort to identify companies involved in lithium exploration and updated their profiles. This is an ongoing process. The KRO search engine allows one to filter for lithium juniors and do one's own research. Many of these companies are cheap and liquid. Some are leftovers from Lithium Mania 1.0 while others like Brunswick Exploration are newcomers who made the pleasant discovery that past juniors tended to focus on postage stamp sized claims covering known showings rather than exploring from a district perspective. KRO is a membership fee based service that costs USD $450 per year. Lithium Mania 2.0 will be a bubble like none before. Brunswick, which is still bottom-fish spec value rated because we are awaiting confirmtation that some of their land packages do indeed host LCT enriched pegmatites, was a member of my June Toronto MIF session so it is no secret that KRO members have been accumulating this lithium junior. The one I allude to in this episode trades below a nickel and is supposed to be involved in precious and base metals exploration in the James Bay region of Quebec where Patriot Battery Metals has made waves with its Corvette discovery. It is Bottom-Fish Spec Value rated but I don't mention its name because at this point paying KRO members are waiting to accumulate some more at cheap prices. The junior may have gold-copper discovery assays in a a month or so, but what we are really waiting for is news that field work revisiting a pegmatite trend owned and dropped years ago as part of a gold exploration play does indeed host LCT enriched pegmatites that have never been explored. The only evidence that this might be the case is a regional lake bottom-sediment rubidium anomaly. Rubidium is one of the elements that shows up in these LCT pegmatites so it is a promising indicator. In that sense Lithium Mania 2.0 also reminds me of the diamond boom Chuck Fipke launched in 1991 when Dia Met announced initial results for a diamondiferous kimberlite at Ekati. Gold may be a bear slog for the next couple years, Putin and XI might get booted out, and the plague of Putin Poodles may go back underground where it belongs, making the search for alternative raw material supplies unnecessary. But the need for substantially more lithium supply will not go away. There are many alternative EV battery technologies under development, but none will be ready for commercialization until the end of the decade, with the risk that none will be ready period. The car makers are committed to lithium ion based configurations and are going to tool up for producing lithium ion based cars, and they will want to be sure there is enough lithium supply to make that possible. Furthermore, just as much R&D is being put into developing a solid state electrolyte for the lithium ion battery which would allow lithium metal to substitute for graphite in the anode without a risk of thermal runaway (aka explosions) due to dendrite growth. This would yield a superior battery and greatly expand the future demand for lithium which currently assumes this breakthrough will never happen. We are organizing everything needed for KRO members to think intelligently about lithium juniors. It's going be a lot of fun while the overall sector and nearly everything else wallows in the gloom of Powell's coming recession.

*JK owns shares in Brunswick Exploration Inc

 
 

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