Hello Guest User, You are visiting this website from a computer with an IP address of 172.70.174.40 with the name of '?' since Thu Mar 30, 2023 at 2:53:12 PM PT for approx. 0 minutes now.
Kaiser Media Watch Blog - February 1, 2022 to February 28, 2022
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.
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.
Kaiser Watch February 24, 2022: What is holding the resource juniors back?
Jim (0:00:00): The price of gold broke through $1,900 this week after Russia declared that the Donbas region of eastern Ukraine is now Russian territory. General equity markets have been declining but not collapsing. The resource juniors are not declining but are also reluctant to move up. What is holding the resource juniors back?
Comparing the 1929 DJIA Crash Timeline to the Present Timeline
Correlating the Price of Gold with Inflation Trends to Isolate Real Gains
T Bill Spreads still not taking Inflation seriously
Jim (0:10:36): One of your Favorites, P2 Gold, published a resource update for its Gabbs copper-gold project in Nevada. They plan to deliver a PEA by end of this year. Last year you visualized an outcome as to what the PEA might look like. How has the new resource update affected your outcome visualization for Gabbs?
P2 Gold's Gabbs OV based on 2021 Resource Estimate
P2 Gold's Gabbs OV based on 2022 Resource Estimate
Jim (0:19:14): Sonoro Gold was a KRO Favorite last year but today it is only Bottom-Fish Spec Value rated. What does it take to turn Sonoro back into a Favorite?
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.
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?
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.
Kaiser Watch February 10, 2022: Is copper or gold a better resource junior story?
Jim (0:00:00): Resource junior market sentiment tends to track the gold price trend. But during the China super cycle copper was the target metal behind most junior buyouts. Which metal do you think will be more important for resource juniors today, copper or gold?
Long term chart of copper price and warehouse stocks
Copper Supply Evolution Chart
Gold Supply Evolution Chart
Chart of 2021 Top Copper Suppliers
Jim (0:16:24): Northwest Copper is one of your 2022 Favorites. How does Northwest Copper fit in with your vision of copper as a major story driver for resource juniors?
Jim (0:34:01): Your 2022 Bottom-Fish collection features a number of juniors with copper district rethink plays. Give us an example of a copper district rethink play.
Did Wheeler Wash head end up beneath K-21 drill pad?
MT Survey indicates 2 sulphide targets at Perseverance
Are Bell Copper's MT targets just a pile of fool's gold or wrappers hidhing world class copper deposits?
Who will make world class discovery: rational triangulator or "drill the mother" lunatic? (No, that is Tim Marsh, not Robert Friedland)
Disclosure: JK owns none of the companies mentioned; Northwest Copper and P2 Gold are Fair Spec Value rated Favorites; Bell Copper is Bottom-Fish Spec Value rated
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.
Kaiser Watch February 3, 2022: Will Brazil reduce potash supply shock risk?
Jim (0:00:00): What are the implications for the farm sector and fertilizer producers if Russia does invade the Ukraine and is hit with meaningful sanctions?
Natural Gas Supply Evolution Chart
2020 Natural Gas Supply Breakdown
Phosphate Rock Supply Evolution Chart
2021 Phosphate Rock Supply Breakdown
Potash Supply Evolution Chart
2021 Potash Supply Breakdown
Jim (0:20:05): How quickly could Verde Agritech become a major solution for the Brazilian farm sector conventional potash import reliance?
Nickel Sulphate as Crystal or Solution Feedestock for Battery Makers
Jim (0:34:56): In your first Kaiser Watch show you talked about Endurance Gold as a future Favorite graduate from your Bottom-Fish collection. During the past week Endurance published final results for its 2021 Reliance drill program and a $2.5 million financing. And yet the stock price sagged. What is still missing?
Plan and Section Views of Relationship between Eagle and Eagle South
Disclosure: JK owns shares in Endurance Gold, FPX Nickel and Verde Agritech; FPX Nickel and Verde Agritech are Good Spec Value rated favorites; Endurance Gold is Bottom-Fish Spec Value rated
