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Kaiser Watch January 20, 2022: Russia-Ukraine Implications for Juniors

Posted: Jan 20, 2022JK: Kaiser Watch January 20, 2022 with Jim Goddard and John Kaiser
Published: Jan 20, 2022KRO: Kaiser Watch January 20, 2022: Russia-Ukraine Implications for Juniors
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 January 20, 2022: Russia-Ukraine Implications for Juniors
Jim (0:00:01): Today is the first episode of Kaiser Watch which replaces Discovery Watch whose final episode was during the last week of 2021. What changes can Discovery Watch listeners expect from Kaiser Watch?

KRO Favorites 2022 Index
Jim (0:02:45): You mentioned the Russia-Ukraine conflict. What are the potential implications for the resource juniors if Russia were to invade the Ukraine?

Russia Raw Material Supply as % of World Supply

China Raw Material Supply as % of World Supply

Combined Russia-China Raw Material Supply as % of World Supply
Jim (0:07:08): Your initial 2022 Favorites Collection currently has 8 picks in it. Let's talk about a couple of them and how they might be affected by the three American responses to a Russian invasion of the Ukraine you just described. How would they affect Perpetua Gold Corp?
Perpetua Gold Corp (PPTA-T)

Good Spec Value
Stibnite United States - Idaho 7-Permitting & Feasibility Au Sb

Global Antimony Production

Antimony Price Chart

Gold Price Chart

Perpetua's Stibnite NPV Sensitivity to the Gold Price
Jim (0:12:41): The other Favorite that caught my eye is FPX Nickel Corp. Russia's giant Norilsk Mine is a major supplier of nickel, and that facility is one of the dirtiest polluters in the world. How would a sanctions response affect FPX Nickel?
FPX Nickel Corp (FPX-V)

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

Global Nickel Production

Nickel Price Chart

FPX Nickel's Decar NPV Sensitivity to Nickel Price
Jim (0:22:24): Anything special to report from the Bottom-Fish Workshop?
Endurance Gold Corp (EDG-V)

Bottom-Fish Spec Value
Reliance Canada - British Columbia 3-Discovery Delineation Au
Disclosure: JK owns FPX Nickel and Endurance Gold; FPX Nickel and Perpetua Gold are Good Spec Value rated Favorites; Endurance Gold is Bottom-Fish Spec Value rated

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