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 |
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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 |
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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 |
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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 |
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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 |
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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. |