Hello Guest User, You are visiting this website from a computer with an IP address of 172.70.38.117 with the name of '?' since Thu Mar 30, 2023 at 8:31:44 PM PT for approx. 0 minutes now.
Kaiser Media Watch Blog - July 1, 2022 to July 31, 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. Visit the KRO Favorites Dashboard for quick access to all the unrestricted Favorites related content. 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 July 28, 2022: The time is right for emerging discovery plays
Jim (0:00:00): You will be in Vancouver September 9-10 for the Metal Investors Forum. What sort of companies are you inviting in light of the overall market gloom?
Although the slight inversion of the US T-Bill yield curve suggests that inflation will be tamed as a recession kicks in, the potential for worsening China supply chain problems as Xi Jinping doubles down on his zero covid policy even as the less harmful BA5 variant starts to rampage, and Russia's ongoing Ukraine invasion will feed inflationary pressure even as an economic downturn unfolds, causing inflation to persist. Until this situation has stabilized investors will be reluctant to speculate and advanced resource projects for which sentiment is linked to metal prices that are unlikely to benefit from a global slowdown. For resource juniors to attract audiences they must deliver a story that is sustained by exploration news flow, which is only possible with a major discovery in a general bear market. I mention Eskay Mining toward the end as an example where the emerging focus on the Scarlet Ridge trend will attract audiences regardless how gloomy the macro context. Uncertainty about how long the doom and gloom can drag on is why I am only inviting companies to September 2022 MIF which have what I believe to be significant emerging discoveries that can serve as self-contained speculation bubbles that deliver S-Curve action. The YouTube Eskay Update by John DeDecker is worth the 19 minutes to watch,
US T-Bill Yield Curve - slight inversion between 1 and 10 year
Declining spread between 10 and 2 year T-Bill Yields
The similar scale between Skeena's Eskay trend and Scarlet Ridge
Snapshot of SW View from Scarlet Ridge with Eskay Creek in background
Jim (0:10:46): What are some the big discoveries you remember from the first half of your career?
Arequipa from the Glorious Good Old Days and Arizona Mining from more recent
Jim (0:20:02): Have any of your invited companies accepted your invitation?
Although I talked last week about Canalaska's emerging uranium discovery in the Athabasca Basin, a subsequent conversation with CEO Cory Belyk revealed how close Canalaska came to making this discovery in 2007, which discouraged further interest in this conductor. The difference was higher resolution geophysics done in Q1 of 2022 which showed that the graphite loaded fault structure was 100 m farther NW than those 2007 drill holes could have reached. And because the fabric of the rocks dips SE, the alteration halo that can ascend 500 m above the unconformity, would have tracked NW and been just out of reach of the holes as they hit the unconformity. So I talk about this again as an example of how new geophysics can revive plays that frustrated past exploration.
Example of what a difference higher resolution geopjhysics can make
Story Path for Canalaska's West McArthur Project
Jim (0:29:16): Last week Endurance Gold announced initial results for its core drilling program at the Reliance discovery. Does Endurance Gold qualify for your September MIF session?
Endurance Gold has not yet been elevated to a KRO Favorite whose commentary is unrestricted for non KRO members, so the July 28, 2022 Tracker which explains to members why the way EDG has drilled hole #30 suggests a major breakthrough remains restricted. But I couldn't resist creating a public example of how with a discovery play speculators can immerse themselves in minutiae in search of clues that appear to offer an edge.
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. Visit the KRO Favorites Dashboard for quick access to all the unrestricted Favorites related content. 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 July 22, 2022: An emerging high grade uranium discovery?
Jim (0:00:00): What is the current outlook for juniors engaged in uranium exploration?
Long and Short Term Uranium Spot Price Charts
Long Term Supply Evolution Chart for Uranium
Global Uranium Production in 2021
Global Heat Map for Uranium Production in 2021
Jim (0:13:23): You say Kazakhstan could supply most of the world's uranium needs for the foreseeable future, but why do we hear a lot of talk about Russian uranium supply as an argument for the United States to subsidize domestic uranium production?
World-Nuclear. org Table of Global Enrichment Capacity
Jim (0:18:40): If the Athabasca Basin is your favorite place to explore for uranium, is there any junior you are watching closely for a discovery?
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. Visit the KRO Favorites Dashboard for quick access to all the unrestricted Favorites related content. 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 July 15, 2022: How have the KRO Favorites done so far in 2022?
Jim (0:00:00): John, you just came back from a vacation in the east Sierra. This was your third trip to the Mammoth Lakes area. What keeps pulling you to this part of the Sierra?
The East Sierra between Mono Lake and Bishop is a Geological Wonderland
John Kaiser's Power Past and Present
Long Valley - 700,000 year old super volcano watching and waiting
700 year old Panum Crater next to Mono Lake
Bodie Gold Mining Town and Bristlecone Pine in White Mountains
Chocolate Peak and Lakes
Columns at Crowley Reservoir and Triceratops at Aeolian Buttes
Jim (0:10:33): How did the Kaiser Favorites do during the second half of 2022?
DJIA 1920 vs 2010 Comparison and YTD Returns
Long Term Chart of TSXV Traded Value for Resource and Non-Resource Listings
Short Term Chart of TSXV Traded Value for Resource and Non-Resource Listings
KRO Favorites 2022 Index
KRO 2022 Favorites Returns as of July 15, 2022
Jim (0:15:49): Perpetua Gold and Galway Metals are down 37% and 34%. Do you think they are close to bottom?
Long Term Annual Average Gold Price Chart including 1980 gold at $400 inflation adjusted
Long Term Chart of Daily Holding Change for GLD Gold Trust
Gold Price based DCF After-Tax NPV Sensitivity Chart for Perpetua's Stibnite Project
Outcome Visualization for Galway's Clarence Stream Project as Open-Pit Scenario
Jim (0:20:00): Aurion Resources and Eskay Mining are both gold exploration juniors that are down 56% and 34% respectively. What do you think of them at current levels?
Long Term Chart for Nickel Price and Warehouse Stocks
Nickel Price based DCF After-Tax NPV Sensitivity for FPX Nickel's Decar Project
Jim (0:30:37): Northwest Copper and P2 Gold, both with advanced copper projects, are down 62% and 47%. Has anything gone wrong except the copper price?
Long Term Chart of Copper Prices and Warehouse Stocks
Outcome Visualization for PG Gold's Gabbs Project at Existing Resource
Jim (0:36:11): Verde Agritech is up 139% for the year though that is just over half its peak earlier this year. Are you still bullish on Verde Agritech?
Disclosure: JK owns FPX Nickel and Verde Agritech; Aurion, Eskay Mining, Galway metals, Northwest Copper and P2 Gold are Fair Spec Value Favorites, FPX and Verde Agritech are Good Spec Value rated Favorites
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. Visit the KRO Favorites Dashboard for quick access to all the unrestricted Favorites related content. 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 July 7, 2022: Never exercise options without selling
Jim (0:00:00): The CEO of Verde Agritech has sold over $4 million worth of stock during the past month after the stock peaked in early May. Should we be worried?
Eskay Mining's Jeff North Drill Plan and Scarlet Ridge Target Area
Conceptual Model for Scarlet Ridge Target at Eskay
Outcome Visualization IPV Chart for Eskay Creek 2 Outcome
Jim (0:20:36): Iamgold reported final drill results for the Nelligan gold project in which Vanstar has a carried interest. What is next for Nelligan and Vanstar?
Outcome Visualizatiion Value IPV Chart for Vanstar's Nelligan Project
Outcome Visualizatiion Price IPV Chart for Vanstar's Nelligan Project
Disclosure: JK owns Verde Agritech; Verde Agritech is a Good Spec Value rated Favorite, Eskay Mining is a Fair Spec Value rated Favorite; Vanstar is Bottom-Fish Spec Value rated
