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Kaiser Media Watch Blog - January 1, 2021 to January 31, 2021
KRO Blog Overview
The KRO Blog is where unrestricted content of a time sensitive nature is posted. It includes the Kaiser Media Watch Blog which features content involving John Kaiser produced by third parties such as the Discovery Watch series by HoweStreet.com, interviews by outfits such as Investing News Network, SDLRC related commentary, the KRO Monthly Summaries, and just about anything else John writes that is not intended exclusively for the fee based KRO Membership.
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 through the Spec Value Rating System. Jim and John will periodically circle back to review the projects and if necessary close them out as no longer worth watching. Check out the catalog of KRO Free Stuff. KRO offers a USD $450 Annual Individual Membership. This Discovery Watch session is available via YouTube or Podcast.
Opus One Resources Inc was introduced to DW in March 2017 as a proxy for a potential area play surrounding Osisko Mining's rethink of the Windfall gold project in the Urban-Barry area of Quebec. Although a greenstone belt this area unlike the Abitibi was not know for robust orogenic gold systems. Windfall was as an erratic gold system which yielded high grades but the zones did not hang together well. The Osisko team felt that Windfall was in fact a mis-understood Timmins style system, and undertook a massive drilling campaign which figured out the plunge of the vein systems, chased them deep, and eventually delivered a 6 million oz plus resource. Osisko started this during a bear market and there was a flurry of activity in adjoining juniors, but that didn't answer the question of whether Osisko had turned Windfall into something new and important on a regional scale rather than a local scale. Osisko had staked land to the east, surrounding the Fecteau project which Opus had optioned because of its apparent VMS potential. Opus itself was created to host a group of properties optioned from Adventure Gold before Probe Metals absorbed Adventure to get at the Val D'Or East project. The lack of visible skin in the game by the board of Opus was because they were custodians for hidden Quebec players. I turned Opus into a canary that served as a local proxy for the Windfall area play and a broader proxy for the Quebec resoruce sector. Opus One went from a tweety bird to near dead canary when Windfall failed to excite beyond Osisko and results of work done at Fecteau failed to excite the hidden shareholders. In early 2019 Opus optioned the Noyell project on the Casa Berardi Break east of the old Vezza Mine where Opus owned the Vezza North and Extension properties. Opus One's geologist Pierre O'Dowd was behind this project; a decade ago he had worked on it for a junior that used it as stepping stone for something "better" in Africa, and pulled the plug on the exploration strategy. Opus resumed that strategy in March 2020 with a 10 hole drill program but only got 2 holes done before Quebec pulled the plug on exploration due to Covid-19. This was a big disappointment because the Noyell target can only be drilled in winter when the swamp is frozen. When the holes were reported in early July and showed that the iron formation system was robust at depth and continued to the east if the IP survey is to be trusted, this near dead canary dragged itself off the cage bottom. Fecteau will only get some till sampling this summer, and even if it gets a couple holes to spend the flow-thru money, it would be very lucky to tag into a VMS zone right away. So this stock's market action will be about the resumption of drilling in January 2021 at Noyell, and thus it is now serving as a proxy for the awakening of a resource junior bull market. (Jul 15, 2020)
Disclosure: JK owns Cons Woodjam and Opus Gold; Cons Woodjam is a Bottom-Fish Spec Value Favorite, Northern Superior is a Good Spec Favorite; Opus One is Bottom-Fish Spec Value rated.
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 through the Spec Value Rating System. Jim and John will periodically circle back to review the projects and if necessary close them out as no longer worth watching. Check out the catalog of KRO Free Stuff. KRO offers a USD $450 Annual Individual Membership. This Discovery Watch session is available via YouTube or Podcast.
Disclosure: JK owns Namibia Critical and Yorbeau; Namibia Critical and Yorbeau are Bottom-Fish Spec Value rated Favorites; Bold is Bottom-Fish Spec Value rated.
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 through the Spec Value Rating System. Jim and John will periodically circle back to review the projects and if necessary close them out as no longer worth watching. Check out the catalog of KRO Free Stuff. KRO offers a USD $450 Annual Individual Membership. This Discovery Watch session is available via YouTube or Podcast.
Disclosure: JK owns none of the companies featured; Harfang is a Bottom-Fish Spec Value rated Favorite; Defense Metals and Norden Crown are Bottom-Fish Spec Value rated.
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 through the Spec Value Rating System. Jim and John will periodically circle back to review the projects and if necessary close them out as no longer worth watching. Check out the catalog of KRO Free Stuff. KRO offers a USD $450 Annual Individual Membership. This Discovery Watch session is available via YouTube or Podcast.
The main focus of Discovery Watch is to highlight the potential for a new exploration discovery or spotlight an unfolding discovery, and in that sense Verde Agritech Inc should not be featured on DW. But NPK's story is different type of discovery, namely the discovery that the multi-billion tonne "verdete slate" resource in Brazil, a potassium silicate compared to the salt based evaporite beds in Saskatchewan and eastern Europe from which the fertilizer potassium chloride is recovered, could compete with conventional KCl in Brazil. The assumed problem with the verdete slate is that without heat treatment in a rotary kiln which alters the chemical bonds of the silicate, the potassium is not available for plant update. NPK spent much of the decade studying the ThermoPotash process for converting the verdete slate into a whole rock fertilizer running 9%-11% K2O compared to the 60% K2O of KCl, and even developed the Cambridge process for converting the green rock into conventional KCl which proved subeconomic below $300/tonne where KCl ended up. But in late 2015 the scientists running the agronomic studies to prove the efficacy of ThermoPotash compared to KCl (which proved successful), noticed that the control plots fertilized with ground up, untreated verdete slate did just as well. Closer investigation revealed that while the silicate was indeed inert when exposed to water, it was being broken down in the presence of the secretions formed through a complex interaction between soil micro-organisms and plant roots. CEO Cris Veloso "discovered" that the verdete slate only needed to be quarried, crushed and milled to produce a natural whole rock product that he decided to market as Super GreenSand, both in small lots via Amazon in western markets to organic gardeners, and in large truckloads to Brazilian farmers. A PFS with a small CapEx for a staged internally funded expansion scenario from 300,000 tpa to 25 million tpa was completed in 2017. It has a wild and crazy $2 billion plus NPV which the market has ignored because the additional discovery it is watching for is Brazilian farmer adoption of SGS as an alternative to KCl. Quarrying permits arrived in mid 2018, so NPK missed part of the July-November planting and fertilizing window in the Brazilian crop cycle but did get a good demand response. Commissioning problems in 2018, however, hurt NPK's ability to fulfill all its orders. In 2019 NPK stumbled when a marketing campaign failed to generate enough orders to sell out the 170,000 tpa for which the phase I facility is currently permitted. 2020 is a key year because NPK has addressed initial operational and marketing issues. Will its pricing model, which is linked to fixed costs and the price of farm delivered KCl, be acceptable to farmers so that the internal cash flow funded expansion scenario outlined by the PFS becomes plausible? Will the farmers observe that the SGS fertilizer is just as effective as KCl in the plots they risked for this experiment, and come back in 2020 with much bigger orders? If NPK succeeds with its Super GreenSand marketing strategy it will be transformational for Brazil's current 90% import dependency on potassium chloride. The covid-19 crisis, with its potential to temporarily disrupt potash mining and shipping, creates a new urgency for Brazil's agricultural sector to adopt Super GreenSand as an alterative to imported potash.If NPK fills its permitted capacity order book and delivers the goods in 2020, while at the same time securing approval for a separate expanded quarrying permit, the stock will capture the market's attention. (Mar 27, 2020)
Disclosure: JK owns Scandium Intl, Tsodilo and Verde Agritech; Scandium is a Bottom-Fish Spec Value rated Favorite, Verde Agritech a Good Spec Value rated Favorite; Tsodilo is Unrated.
