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Kaiser Watch February 10, 2022: Is copper or gold a better resource junior story?

Posted: Feb 10, 2022JK: Kaiser Watch February 10, 2022 with Jim Goddard and John Kaiser
Published: Feb 10, 2022KRO: Kaiser Watch February 10, 2022 : Is copper or gold a better resource junior story?
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.

Podcast Download

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?
Northwest Copper Corp (NWST-V)

Bottom-Fish Spec Value
Kwanika Canada - British Columbia 5-PEA Au Cu Ag Mo

Northwest Copper Central BC Copper Play Map

Northwest Copper's Game Changer Kwanika Hole

Will 2021 Stardust infill drilling merely upgrade resource category or make it better?
Jim (0:27:27): P2Gold is another 2022 Favorite whose flagship is the Gabbs copper-gold project in Nevada. What are you expecting from P2Gold in 2022?
P2 Gold Inc (PGLD-V)

Fair Spec Value
Gabbs United States - Nevada 4-Infill & Metallurgy Au Cu

P2 Gold 2022 Dual Strategy: demonstrate Gabbs feasibility and delineate Bam discovery

Gabbs Outcome Visualization Chart

P2 Gold Gabbs OV Valuation Ladder
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.
Bell Copper Corp (BCU-V)

Bottom-Fish Spec Value
Big Sandy United States - Arizona 3-Discovery Delineation Cu Mo

Where did decapitated head of Diamond Joe end up?

Geophysics says Diamond Joe head ended up here

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

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