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Kaiser Watch July 15, 2022: How have the KRO Favorites done so far in 2022?

Posted: Jul 15, 2022JK: Kaiser Watch July 15, 2022 with Jim Goddard and John Kaiser
Published: Jul 15, 2022KRO: Kaiser Watch July 15, 2022: How have the KRO Favorites done so far in 2022?
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.

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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 (0:10:32): 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?
Perpetua Gold Corp (PPTA-T)

Good Spec Value
Stibnite United States - Idaho 7-Permitting & Feasibility Au Sb
Galway Metals Inc (GWM-V)

Fair Spec Value
Clarence Stream Canada - New Brunswick 4-Infill & Metallurgy Au Sb

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?
Aurion Resources Ltd (AU-V)

Fair Spec Value
Kutuvuoma Finland - Other 3-Discovery Delineation Au
Eskay Mining Corp (ESK-V)

Fair Spec Value
Eskay Canada - British Columbia 3-Discovery Delineation Au Ag Cu Pb Zn
Jim (0:24:25): FPX Nickel is up 6%, one of only 2 KRO Favorites up for the year. What is the outlook for FPX Nickel?
FPX Nickel Corp (FPX-V)

Bottom-Fish Spec Value
Decar Canada - British Columbia 6-Prefeasibility Ni

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?
Northwest Copper Corp (NWST-V)

Fair Spec Value
Kwanika Canada - British Columbia 5-PEA Au Cu Ag Mo
P2 Gold Inc (PGLD-V)

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

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?
Verde Agritech Plc (NPK-T)

Good Spec Value
Cerrado Verde Brazil - Other 9-Production K
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

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