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Kaiser Watch Archive


Kaiser Watch Archive
Kaiser Watch is a weekly 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 which have changed for 2024 as a transition to a $200 per month auto renewal program in 2025. During 2024 individuals can register for a KRO membership at a non-refundable price of $450 for a term that expires December 31, 2024. All active KRO members will be grandfathered to renew annually at $450 on Dec 31, 2024. Sign up here for this limited $450 offer. 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.
Jan 26, 2024Kaiser Watch January 26, 2024: The Nightmare facing the Global West
Jan 17, 2024Kaiser Watch January 17, 2024: Is the Second Coming of Sullivan imminent?
Jan 5, 2024Kaiser Watch January 5, 2024: Hercules crashes 2024 Favorite Club
Dec 29, 2023Kaiser Watch December 29, 2023: What endangers Canada's Resource Juniors?
Dec 22, 2023Kaiser Watch December 22, 2023: Walking in a Winter Wonderland
Dec 15, 2023Kaiser Watch December 15, 2023: Are anti-mining people Putin Poodles?
Dec 6, 2023Kaiser Watch December 6, 2023: If not a Peanut or a PMET then what?
Dec 1, 2023Kaiser Watch December 1, 2023: Are those green shoots for real?
Nov 22, 2023Kaiser Watch November 22, 2023: Is a new age of discovery dawning?
Nov 17, 2023Kaiser Watch November 17, 2023: Is it a Peanut or a PMET?
Nov 10, 2023Kaiser Watch November 10, 2023: A new emerging James Bay hotspot?
Nov 3, 2023Kaiser Watch November 3, 2023: MinRes arrival heats up Azure takeover battle
Oct 27, 2023Kaiser Watch October 27, 2023: What does SQM's Azure bid mean for James Bay?
Oct 20, 2023Kaiser Watch October 20, 2023: A queen's gambit or a $400 million bath?
Oct 13, 2023Kaiser Watch October 13, 2023: What is Gina's Liontown Plan?
Oct 6, 2023Kaiser Watch October 6, 2023: Chief slaps Prime Minister with NoCanDo
Sep 29, 2023Kaiser Watch September 29, 2023: Battery Makers eye Canada
Sep 20, 2023Kauser Watch September 20, 2023: Rio Tinto success at Midland's Galinee
Sep 15, 2023Kaiser Watch September 15, 2023: Best Bet on Rio Tinto James Bay Success
Sep 8, 2023Kaiser Watch September 8, 2023: Albemarle gets serious about Liontown
Sep 1, 2023Kaiser Watch September 1, 2023: Boots are Pounding James Bay Ground
Aug 25, 2023Kaiser Watch August 25, 2023: Go Deep Young Man or I Go Home!
Aug 22, 2023Kaiser Watch August 22, 2023: Will NPK survive the 2023 sales slump?
Aug 11, 2023Kaiser Watch August 11, 2023: Time for Canada to fix its First Nations Problem
Aug 2, 2023Kaiser Watch August 2, 2023: James Bay a new world class lithium district
Jul 28, 2023Kaiser Watch July 28, 2023: Countdown for PMET resource estimate
Jul 21, 2023Kaiser Watch July 21, 2023: Capture Brazil potash market with carbon capture?
Jul 14, 2023Kaiser Watch July 14, 2023: Short Attack boosts PMET Credibility
Jul 7, 2023Kaiser Watch July 7, 2023: Tonopah Adventure Tour: Part II
Jul 6, 2023Kaiser Watch July 6, 2023: Tonopah Adventure Tour: Part I
Jun 23, 2023Kaiser Watch June 23, 2023: Mirage a major Boots on the Ground discovery
Jun 16, 2023Kaiser Watch June 16, 2023: Patriot rises as Rio Tinto enters James Bay
Jun 9, 2023Kaiser Watch June 9, 2023: James Bay Waiting for the Summer Rain
Jun 2, 2023Kaiser Watch June 2, 2023: Outokumpu funds FPX Nickel into 2025
May 24, 2023Kaiser Watch May 24, 2023: What two global crises mean for resource juniors
May 19, 2023Kaiser Watch May 19, 2023: When losers are winners everybody losers
May 12, 2023Kaiser Watch May 12, 2023: James Bay gets a Lithium Champion
May 5, 2023Kaiser Watch May 5, 2023: Is scandium sun rising for Rio Tinto?
Apr 28, 2023Kaiser Watch April 28, 2023: EPA plase make doing it right a lot faster!
Apr 21, 2023Kaiser Watch April 21, 2023: Chile makes case for Lithium Mania 2.0
Apr 14, 2023Kaiser Watch April 14, 2023: $2,000 still a ceiling or a new base for gold?
Apr 6, 2023Kaiser Watch April 6, 2023: Verde Agritech spooks Retail Investors
Mar 29, 2023Kaiser Watch March 29, 2023: Albemarle helps put Liontown into play
Mar 24, 2023Kaiser Watch March 24, 2023: Will Tower graduate to the 2023 Favorites Collection?
Mar 17, 2023Kaiser Watch March 17, 2023: Will the bank run scare help resource juniors?
Mar 10, 2023Kaiser Watch March 10, 2023: "Lithium, Lithium, Copper" - PDAC Buzz
Mar 1, 2023Kaiser Watch March 1, 2023: Will PDAC Curse be violated in 2023?
Feb 23, 2023Kaiser Watch February 23, 2022: No need to fear lower lithium prices
Feb 9, 2023Kaiser Watch February 9, 2023: Australians setting the James Bay tone
Feb 3, 2023Kaiser Watch February 3, 2023: The Eye of the Hurricane
Jan 26, 2023Kaiser Watch January 26, 2023: Geopolitics & Energy Transition as Junior Drivers
Jan 19, 2023Kaiser Watch January 19, 2023: A James Bay Area Play Tipping Point?
Jan 13, 2023Kaiser Watch January 13, 2023: The first grade smear of the year!
Jan 6, 2023Kaiser Watch January 6, 2023: Introducing the 2023 Favorites
Dec 30, 2022Kaiser Watch December 30, 2022: Lithium Bottom-Fish Stocking Stuffers
Dec 22, 2022Kaiser Watch December 22, 2022: Can you guess the 2023 Favorites?
Dec 16, 2022Kaiser Watch December 16, 2022: Implications of Fusion & LIFE Breakthroughs
Dec 9, 2022Kaiser Watch December 9, 2022: Favorites and Bottom-Fish Plans for 2023
Dec 2, 2022Kaiser Watch December 2, 2022: MIT shines a light on lithium dendrite problem
Nov 24, 2022Kaiser Watch November 24, 2022: From Diamonds to Lithium
Nov 18, 2022Kaiser Watch November 18, 2022: Why is Twitter good for Resource Juniors?
Nov 10, 2022Kaiser Watch November 10, 2022: Canadian Stupidity & Hypocrisy
Nov 3, 2022Kaiser Watch November 3, 2022: Death by Perpetual Permitting & Inflation
Oct 28, 2022Kaiser Watch October 28, 2022: Slump Reversals & Premium Financings?
Oct 21, 2022Kaiser Watch October 21, 2022: Update on May 2022 MIF Picks
Oct 14, 2022Kaiser Watch October 14, 2022: IMF keen on India's Growth Potential
Oct 6, 2022Kaiser Watch October 6, 2022: Cheering Bell Tower Endurance
Sep 30, 2022Kaiser Watch September 30, 2022: Will scandium's time ever come?
Sep 23, 2022Kaiser Watch September 23, 2022: The Painmaker is just getting started!
Sep 16, 2022Kaiser Watch September 16, 2022: Reality Check for NPK Guidance
Sep 8, 2022Kaiser Watch September 8, 2022: Emerging Discovery Plays at MIF
Sep 2, 2022Kaiser Watch September 2, 2022: Will the juniors have a fall rally?
Aug 25, 2022Kaiser Watch August 25, 2022: California's Zero ICE Dream & Lithium Mania 2.0
Aug 18, 2022Kaiser Watch August 18, 2022: Key NPK themes in Earnings Call Q&A
Aug 11, 2022Kaiser Watch August 11, 2022: NPK hits revenue and output targets for H1
Aug 5, 2022Kaiser Watch August 5, 2022: Time to tip toe back into the resource juniors?
Jul 28, 2022Kaiser Watch July 28, 2022: The time is right for emerging discovery plays
Jul 22, 2022Kaiser Watch July 22, 2022: An emerging high grade uranium discovery?
Jul 15, 2022Kaiser Watch July 15, 2022: How have the KRO Favorites done so far in 2022?
Jul 7, 2022Kaiser Watch July 7, 2022: Never exercise options without selling
Jun 30, 2022Kaiser Watch June 30, 2022: Summer drill plays for discovery bets
Jun 23, 2022Kaiser Watch June 23, 2022: Drilling timeline key to avoiding summer doldrums
Jun 16, 2022Kaiser Watch June 16, 2022: Is Goldman Sachs bearish about lithium?
Jun 9, 2022Kaiser Watch June 9, 2022: Lithium Dawn or Twilight's Last Gleam?
Jun 2, 2022Kaiser Watch June 2, 2022: NPK creeps onto Financial Times radar
May 26, 2022Kaiser Watch May 26, 2022: No more strategic ambiguity for China
May 19, 2022Kaiser Watch May 19, 2022: When small becomes beautiful who you gonna call?
May 12, 2022Kaiser Watch May 12, 2022: Story Paths to Success for MIF May 2022
May 5, 2022Kaiser Watch May 5, 2022: Is China a stealth gold hoarder?
Apr 28, 2022Kaiser Watch April 28, 2022: Does Elon Musk understand the mining sector?
Apr 21, 2022Kaiser Watch April 21, 2022: Has scandium's time finally come?
Apr 14, 2022Kaiser Watch April 14, 2022: How did the resource juniors do in Q1 of 2022?
Apr 7, 2022Kaiser Watch April 7, 2022: Brazil breadbasket to the rescue in H2?
Mar 31, 2022Kaiser Watch March 31, 2022: When should a junior mention magnesium?
Mar 24, 2022Kaiser Watch: March 24, 2022 - Will Russia-China Axis launch resource junior bull?
Mar 17, 2022Kaiser Watch March 17, 2022: Slowdown fears stall commodity rally
Mar 10, 2022Kaiser Watch March 10, 2022: Russia sanctions spike commodity prices
Mar 3, 2022Kaiser Watch March 3, 2022: How are the 2022 KRO Favorites doing?
Feb 24, 2022Kaiser Watch February 24, 2022: What is holding the resource juniors back?
Feb 17, 2022Kaiser Watch February 17, 2022: Key permit turns NPK into potash proxy play
Feb 10, 2022Kaiser Watch February 10, 2022: Is copper or gold a better resource junior story?
Feb 3, 2022Kaiser Watch February 3, 2022: Will Brazil reduce potash supply shock risk?
Jan 27, 2022Kaiser Watch January 27, 2022: Understanding District Rethink Plays
Jan 20, 2022Kaiser Watch January 20, 2022: Russia-Ukraine Implications for Juniors
Feb 17, 2023Kaiser Watch February 17, 2023: Elements of a Great Canadian Area Play

Kaiser Watch January 26, 2024: The Nightmare facing the Global West
Length: 0:26:50

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(0:00:00): What do you think could turn around the increasingly bearish attitude toward resource juniors?
(0:12:23): Your three James Bay lithium favorites have taken a beating. Is Lithium Mania 2.0 already dead?
Brunswick Exploration Inc (BRW-V)





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Patriot Battery Metals Corp (PMET-V)





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Winsome Resources Ltd (WR1-ASX)





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Kaiser Watch January 17, 2024: Is the Second Coming of Sullivan imminent?
Length: 0:19:15

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(0:00:00): What is the importance of the new financing by FPX Nickel?
(0:09:23): Why do you think PJX Resources could be the hottest junior at this weekend's Metals Investor Forum in Vancouver?
FPX Nickel Corp (FPX-V)






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PJX Resources Inc (PJX-V)






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Kaiser Watch January 5, 2024: Hercules crashes 2024 Favorite Club
Length: 0:13:25

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(0:00:00): Is there any sign of a January Effect this year?
(0:05:30): What companies made it into your 2024 Favorites Collection?

Kaiser Watch December 29, 2023: What endangers Canada's Resource Juniors?
Length: 0:51:05

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(0:00:00): Why do you think the Canadian resource junior eco-system may have crashed through its extinction threshold?
(0:19:34): Why do you think regulators believe keeping investors stupid and ignorant is in their best interest?
(0:25:39): How does the financial sector undermine the resource juniors?
(0:36:38): What is the solution to First Nations and NIMBY opposition to exploration and mining?
(0:41:34): I know your 2024 Bottom-Fish Collection is for KRO members only but can you tell us the name of its strangest member?
Metalex Ventures Ltd (MTX-V)






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Kaiser Watch December 22, 2023: Walking in a Winter Wonderland
Length: 0:14:09

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(0:00:00): How did you turn Kaiser Research Online into a Winter Wonderland?
(0:04:38): What does your 2024 Bottom-Fish Collection look like?
(0:11:32): What will your 2024 Favorites Collection look like?

Kaiser Watch December 15, 2023: Are anti-mining people Putin Poodles?
Length: 0:21:59

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(0:00:00): Is Solitario any closer to getting a drill permit for its Golden Crest gold project?
(0:14:03): What did you think of Winsome's maiden resource estimate at Adina?
Azimut Exploration Inc (AZM-V)






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Comet Lithium Corp (CLIC-V)






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Midland Exploration Inc (MD-V)






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Solitario Resources Corp (SLR-T)





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Winsome Resources Ltd (WR1-ASX)





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Wolfden Resources Corp (WLF-V)






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Kaiser Watch December 6, 2023: If not a Peanut or a PMET then what?
Length: 0:22:42

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(0:00:00): Why did the market not like Brunswick's Mirage update?
(0:14:02): Why did Vanstar settle for a $0.69 buyout offer from IAMGOLD?
Brunswick Exploration Inc (BRW-V)





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Vanstar Mining Resources Inc (VSR-V)






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Kaiser Watch December 1, 2023: Are those green shoots for real?
Length: 0:17:13

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(0:00:00): How is the end of the year shaping up so far?
(0:10:35): What's new in the James Bay lithium area play?
Azure Minerals Ltd (AZS-ASX)






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Brunswick Exploration Inc (BRW-V)





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Copper Road Resources Inc (CRD-V)






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Delta Resources Ltd (DLTA-V)






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Kaiser Watch November 22, 2023: Is a new age of discovery dawning?
Length: 0:19:45

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(0:00:00): What is the significance of the Hercules copper discovery?
(0:09:35): Should the market be holding its breath for assays from Adamera's Buckhorn 2.0 drill program?
Adamera Minerals Corp (ADZ-V)






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Hercules Silver Corp (BIG-V)





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Kaiser Watch November 17, 2023: Is it a Peanut or a PMET?
Length: 0:20:16

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(0:00:00): What do you make of the Osisko group's plan to spin out its James Bay interests into a new company called Electric Element Mining Corp?
(0:13:35): Why did the market react so harshly to the Mia drilling update from Q2 Metals?
Brunswick Exploration Inc (BRW-V)





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Harfang Exploration Inc (HAR-V)






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O3 Mining Inc (OIII-V)






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Ophir Gold Corp (OPHR-V)






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Osisko Development Corp (ODV-V)






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Q2 Metals Corp (QTWO-V)






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Kaiser Watch November 10, 2023: A new emerging James Bay hotspot?
Length: 0:26:28

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(0:00:00): Is Vanstar Mining Resources ever going to escape your Bottom-Fish Collection and become a KRO Favorite again?
(0:18:19): Why did the market ignore news from Scandium Ineternational Mining that construction has started at Nyngan?
Cygnus Metals Limited (CY5-ASX)






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Mosaic Minerals Corp (MOC-CSE)






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Scandium Intl Mining Corp (SCY-T)






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Vanstar Mining Resources Inc (VSR-V)






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Kaiser Watch November 3, 2023: MinRes arrival heats up Azure takeover battle
Length: 0:18:34

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(0:00:00): Why is Azure Minerals now trading 10% above SQM's $3.50 cash takeover bid?
(0:07:05): Any feedback about how the Quebec XPLOR conference went in Montreal this week?
Azure Minerals Ltd (AZS-ASX)






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Brunswick Exploration Inc (BRW-V)





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Champion Electric Metals Inc (LTHM-CSE)






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Harfang Exploration Inc (HAR-V)






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Sunrise Energy Metals Ltd (SRL-ASX)






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Kaiser Watch October 27, 2023: What does SQM's Azure bid mean for James Bay?
Length: 0:26:10

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(0:00:00): Why is Azure Minerals such an interesting story?
(0:19:02): Anything new with the James Bay lithium area play?
Azure Minerals Ltd (AZS-ASX)






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Brunswick Exploration Inc (BRW-V)





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Novo Resources Corp (NVO-T)






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Patriot Battery Metals Corp (PMET-V)





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Kaiser Watch October 20, 2023: A queen's gambit or a $400 million bath?
Length: 0:22:24

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(0:00:00): After Albemarle withdrew its $6.6 billion bid for Liontown on Monday, the company undertook an equity financing at a 36% discount to last week's closing price which caused Gina Rinehart to take a $400 million bath on her 19.9% stake. Was that part of the plan?
(0:12:01): Any permitting breakthrough yet for Solitario Resources?
Adamera Minerals Corp (ADZ-V)






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Albemarle Corp (ALB-N)






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Liontown Resources Ltd (LTR-ASX)






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Solitario Resources Corp (SLR-T)





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Kaiser Watch October 13, 2023: What is Gina's Liontown Plan?
Length: 0:25:06

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(0:00:00): What is new in the world of lithium?
(0:10:35): What are the implications of the various Liontown outcomes for the James Bay Lithium Area Play?
Albemarle Corp (ALB-N)






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Albemarle Corp (ALB-N)






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Dios Exploration Inc (DOS-V)






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Liontown Resources Ltd (LTR-ASX)






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Liontown Resources Ltd (LTR-ASX)






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Ophir Gold Corp (OPHR-V)






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Q2 Metals Corp (QTWO-V)






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Kaiser Watch October 6, 2023: Chief slaps Prime Minister with NoCanDo
Length: 0:25:36

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(0:00:00): Why, despite recent news that Toyota and Panasonic want to work with FPX Nickel on developing a nickel sulphate refinery, did the stock price drop this week?
(0:11:01): Are there any new developments in the James Bay Lithium Area Play?
(0:17:22): What do the latest Northway results from VR Resources tell us about the potential for a diamond field in the James Bay Lowlands?
Brunswick Exploration Inc (BRW-V)





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FPX Nickel Corp (FPX-V)






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VR Resources Ltd (VRR-V)






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Kaiser Watch September 29, 2023: Battery Makers eye Canada
Length: 0:28:56

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(0:00:00): How important is the MOU announced last Friday between FPX Nickel, JOGMEC and Prime Energy & Planet Solutions?
(0:20:04): Why has Verde Agritech's stock plunged?
FPX Nickel Corp (FPX-V)






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Verde Agritech Ltd (NPK-T)






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Kauser Watch September 20, 2023: Rio Tinto success at Midland's Galinee
Length: 0:17:17

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(0:00:00): What do you plan to talk about at this weekend's Metals Investor Forum in Vancouver?
(0:08:29): Is the James Bay Lithium Index waking up yet?
Azimut Exploration Inc (AZM-V)






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Champion Electric Metals Inc (LTHM-CSE)






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Critical Elements Lithium Corp (CRE-V)






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Dios Exploration Inc (DOS-V)






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Loyal Lithium Limited (LLI-ASX)






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Midland Exploration Inc (MD-V)






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Silver Range Resources Ltd (SNG-V)






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Targa Exploration Corp (TEX-CSE)






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Winsome Resources Ltd (WR1-ASX)





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Kaiser Watch September 15, 2023: Best Bet on Rio Tinto James Bay Success
Length: 0:33:04

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(0:00:00): What's new in the James Bay Lithium play?
(0:13:08): What is the best way to play Rio Tinto's exposure to the James Bay Great Canadian Area Play?
(0:23:07): Will the James Bay Lowlands become a major diamond play?
Azimut Exploration Inc (AZM-V)






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Dios Exploration Inc (DOS-V)






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Harfang Exploration Inc (HAR-V)






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Midland Exploration Inc (MD-V)






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VR Resources Ltd (VRR-V)






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Kaiser Watch September 8, 2023: Albemarle gets serious about Liontown
Length: 0:34:22

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(0:00:00): What did you think about the FPX Nickel prefeasibility study?
(0:17:50): Will Albemarle end up acquiring Liontown?
(0:27:35): How did the James Bay Lithium Index do this week?
Albemarle Corp (ALB-N)






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Brunswick Exploration Inc (BRW-V)





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FPX Nickel Corp (FPX-V)






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Liontown Resources Ltd (LTR-ASX)






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Patriot Battery Metals Corp (PMET-V)





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Kaiser Watch September 1, 2023: Boots are Pounding James Bay Ground
Length: 0:30:02

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(0:00:00): What is happening in the James Bay lithium district?
(0:08:29): Why did Q2 Metals and Ophir Gold think they would be drilling by now?
(0:22:33): Why did Brunswick Exploration take a beating on Monday?
Brunswick Exploration Inc (BRW-V)





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Dios Exploration Inc (DOS-V)






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Ophir Gold Corp (OPHR-V)






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Q2 Metals Corp (QTWO-V)






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Kaiser Watch August 25, 2023: Go Deep Young Man or I Go Home!
Length: 0:23:05

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(0:00:00): Why does Endurance Gold's chart look like a lead finger is weighing on it?
(0:17:50): What you think of Scandium International's Nyngan results?
Endurance Gold Corp (EDG-V)






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Scandium Intl Mining Corp (SCY-T)






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Kaiser Watch August 22, 2023: Will NPK survive the 2023 sales slump?
Length: 0:21:16

KRO Blog Link

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(0:00:00): How did Verde Agritech's alternative potash sales do during the first half of 2023?
(0:12:20): Anything new with the James Bay Lithium Great Canadian Area Play?
Brunswick Exploration Inc (BRW-V)





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Verde Agritech Ltd (NPK-T)






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Kaiser Watch August 11, 2023: Time for Canada to fix its First Nations Problem
Length: 0:20:26

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(0:00:00): Why did FPX Nickel drop sharply on Wednesday?
(0:11:35): Any new developments in the James Bay region?
Allkem Limited (AKE-T)






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Brunswick Exploration Inc (BRW-V)





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FPX Nickel Corp (FPX-V)






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Kaiser Watch August 2, 2023: James Bay a new world class lithium district
Length: 0:26:57

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(0:00:00): What did you think about Patriot Battery Metal's maiden resource estimate?
(0:12:53): Why did Solitario do a private placement with Newmont?
(0:19:32): What do you think of the new SEDAR Plus filing system unveiled last week by the Canadian Securities Administrators?
Patriot Battery Metals Corp (PMET-V)





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Solitario Resources Corp (SLR-T)





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Kaiser Watch July 28, 2023: Countdown for PMET resource estimate
Length: 0:25:22

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(0:00:00): Will Patriot Battery Metals deliver its maiden resource estimate in July as promised?
(0:08:56): Why did Verde Agritech jump this week?
(0:17:21): Why has Eskay Mining developed an uptrend?
Brunswick Exploration Inc (BRW-V)





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Dios Exploration Inc (DOS-V)






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Eskay Mining Corp (ESK-V)






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Patriot Battery Metals Corp (PMET-V)





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Verde Agritech Ltd (NPK-T)






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Kaiser Watch July 21, 2023: Capture Brazil potash market with carbon capture?
Length: 0:26:34

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(0:00:00): Why is Verde Agritech's carbon capture news potentially a big deal?
(0:12:21): Why do you think Toyota may be FPX Nickel's mystery investor?
(0:19:53): Any news on the James Bay forest access restrictions?
Brunswick Exploration Inc (BRW-V)





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Dios Exploration Inc (DOS-V)






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FPX Nickel Corp (FPX-V)






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Sirios Resources Inc (SOI-V)






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Verde Agritech Ltd (NPK-T)






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Kaiser Watch July 14, 2023: Short Attack boosts PMET Credibility
Length: 0:39:04

KRO Blog Link

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(0:00:00): What do you think of the short attack launched against Patriot Battery Metals?
(0:16:52): What do you think of the farmout deal Azimut did with Rio Tinto?
(0:25:56): What did the market like about Brunswick's latest news?
Azimut Exploration Inc (AZM-V)






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Brunswick Exploration Inc (BRW-V)





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Midland Exploration Inc (MD-V)






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Patriot Battery Metals Corp (PMET-V)





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Kaiser Watch July 7, 2023: Tonopah Adventure Tour: Part II
Length: 0:51:08

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(0:00:00): What makes Carlin-type deposits so much better than epithermal deposits?
(0:14:12): Why do you believe the resource junior exploration focus is shifting back to epithermal deposits?
(0:21:51): What is Allegiant Gold trying to accomplish in the Tonopah District?
(0:28:22): Does Viva Gold's Tonopah project have development potential?
(0:34:19): Will Blackrock Silver and Summa Silver revive underground mining beneath the town of Tonopah?
(0:47:09): Are you watching any Walker Lane prospect-generator-farmout juniors?
Allegiant Gold Ltd (AUAU-V)






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Blackrock Silver Corp (BRC-V)






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Nevada Exploration Inc (NGE-V)






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NuLegacy Gold Corp (NUG-V)






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Silver Range Resources Ltd (SNG-V)






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Summa Silver Corp (SSVR-V)






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Viva Gold Corp (VAU-V)






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Kaiser Watch July 6, 2023: Tonopah Adventure Tour: Part I
Length: 0:45:31

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(0:00:00): In June you went on a multi-project site visit centered on the former Tonopah mining district in Nevada. What was the purpose of this Tonopah Adventure Tour?
(0:11:06): Is the southern part of the Walker Lane where Tonopah sits half way between Las Vegas and Reno receptive to a revival of mining?
(0:24:30): Does Nevada need a revival of mining in the Walker Lane?
(0:36:08): How was Tamzen Stringham's presentation about rangeland restoration received by a bunch of investors, analysts, geologists and mine developers?
AngloGold Ashanti Ltd (AU-N)






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Centerra Gold Inc (CG-T)






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West Vault Mining Inc (WVM-V)





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Kaiser Watch June 23, 2023: Mirage a major Boots on the Ground discovery
Length: 0:31:00

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(0:00:00): What is the latest news for the James Bay region?
(0:11:53): What do you make of the latest James Bay acquisitions announced by Dios Exploration?
(0:15:46): What is causing Tower Resources to perk up in recent days?
(0:21:12): What do the Honeybugle drill results mean for Scandium International?
Brunswick Exploration Inc (BRW-V)





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Dios Exploration Inc (DOS-V)






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Scandium Intl Mining Corp (SCY-T)






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Tower Resources Ltd (TWR-V)






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Kaiser Watch June 16, 2023: Patriot rises as Rio Tinto enters James Bay
Length: 0:23:18

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(0:00:00): What is the status of fire restrictions in the James Bay region of Quebec?
(0:06:37): Why do you think the Rio Tinto-Midland deal is good for everybody except Midland?
(0:17:02): How significant is this week's news from Brunswick about its Mirage project?
Brunswick Exploration Inc (BRW-V)





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Midland Exploration Inc (MD-V)






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Patriot Battery Metals Corp (PMET-V)





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Kaiser Watch June 9, 2023: James Bay Waiting for the Summer Rain
Length: 0:38:49

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(0:00:00): How will the Quebec forest fires affect the lithium pegmatite hunt this summer in the James Bay region?
(0:12:37): What has your KRO Favorite Aurion Resources planned for this summer?
(0:28:22): Why has Eagle Plains Resources, another KRO Favorite which did well earlier this year, recently seen its price decline?
Aurion Resources Ltd (AU-V)






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Brunswick Exploration Inc (BRW-V)





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Dios Exploration Inc (DOS-V)






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Eagle Plains Resources Ltd (EPL-V)






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Rupert Resources Ltd (RUP-T)






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Kaiser Watch June 2, 2023: Outokumpu funds FPX Nickel into 2025
Length: 0:25:31

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(0:00:00): What was the Metals Investor Forum show like this past weekend?
(0:05:02): How were the two companies in your session, Beyond Lithium and West Vault Mining, received?
(0:15:45): How important is the new strategic investor FPX Nickel announced this week?
Beyond Lithium Inc (BY-CSE)






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FPX Nickel Corp (FPX-V)






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West Vault Mining Inc (WVM-V)





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Kaiser Watch May 24, 2023: What two global crises mean for resource juniors
Length: 0:38:10

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(0:00:00): What will be the topic of your presentation at the upcoming Metals Investor Forum in Vancouver this weekend?
(0:12:45): How important is the latest metallurgy press release for FPX Nickel?
(0:24:44): How do you think Lithium Mania 2.0 will play out over the next quarter?
Beyond Lithium Inc (BY-CSE)






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Brunswick Exploration Inc (BRW-V)





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FPX Nickel Corp (FPX-V)






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Patriot Battery Metals Corp (PMET-V)





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West Vault Mining Inc (WVM-V)





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Kaiser Watch May 19, 2023: When losers are winners everybody losers
Length: 0:39:00

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(0:00:00): How is the debt ceiling affecting resource juniors and what might we expect if a default happens?
(0:11:23): What are the implications of the recent Mexican mining law changes for juniors like Sonoro Gold?
(0:28:03): How important is the latest news from the Northway diamond project of VR Resources?
Sonoro Gold Corp (SGO-V)






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VR Resources Ltd (VRR-V)






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Kaiser Watch May 12, 2023: James Bay gets a Lithium Champion
Length: 0:33:28

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(0:00:00): What are the implications of the proposed Allkem-Livent merger for the James Bay region?
(0:13:59): What is next for Faraday Copper following the release of its PEA?
(0:24:12): When can we expect Solitario to start drilling at Golden Crest?
Allkem Limited (AKE-T)






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Brunswick Exploration Inc (BRW-V)





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Critical Elements Lithium Corp (CRE-V)






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Dios Exploration Inc (DOS-V)






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Faraday Copper Corp (FDY-T)






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Livent Corp (LTHM-N)






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Solitario Resources Corp (SLR-T)





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Kaiser Watch May 5, 2023: Is scandium sun rising for Rio Tinto?
Length: 0:32:48

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(0:00:00): What are the implications of Rio Tinto's purchase of Platina's Owendale scandium project?
(0:19:03): What does the latest news release from FPX Nickel mean?
(0:25:05): What is the significance of Allkem's drilling results at its James Bay project?
Allkem Limited (AKE-T)






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Australian Mines Ltd (AUZ-ASX)






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Brunswick Exploration Inc (BRW-V)





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FPX Nickel Corp (FPX-V)






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Platina Resources Ltd (PGM-ASX)






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Scandium Intl Mining Corp (SCY-T)






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Sunrise Energy Metals Ltd (SRL-ASX)






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Kaiser Watch April 28, 2023: EPA plase make doing it right a lot faster!
Length: 0:32:12

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(0:00:00): The resource junior sector has suffered declining volume and value traded during the past week. What is causing this lull in market interest?
(0:17:26): How would the carbon capture and storage technology of FPX Nickel fit in with a US push for carbon capture at power plants?
(0:27:06): Why did Verde Agritech suffer another sell-off last week?
FPX Nickel Corp (FPX-V)






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Verde Agritech Ltd (NPK-T)






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Kaiser Watch April 21, 2023: Chile makes case for Lithium Mania 2.0
Length: 0:31:34

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(0:00:00): What does President Boric's plan for greater government involvement in Chile's lithium resources mean for Lithium Mania 2.0?
(0:07:37): Why did the market react negatively to Brunswick's Anatacau West update?
(0:15:23): What did NioBay's initial results for Crevier reveal?
(0:22:14): What caused Tower's stock price to plunge two-thirds this week?
Albemarle Corp (ALB-N)






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Liontown Resources Ltd (LTR-ASX)






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NioBay Metals Inc (NBY-V)






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Tower Resources Ltd (TWR-V)






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Kaiser Watch April 14, 2023: $2,000 still a ceiling or a new base for gold?
Length: 0:34:15

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(0:00:00): Will $2,000 become the new base for gold or remain a ceiling it never really breaks through?
(0:12:19): Which of your 2023 Favorites is the best proxy for gold?
(0:24:34): While yellow gold struggles to make $2,000 its new base, how far will white gold fall before it hits bottom?
Liontown Resources Ltd (LTR-ASX)






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West Vault Mining Inc (WVM-V)





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Kaiser Watch April 6, 2023: Verde Agritech spooks Retail Investors
Length: 0:41:07

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(0:00:00): Verde Agritech sold off sharply after reporting 2022 results last week. Was the market reaction justified?
(0:19:34): Why did Jogmec and FPX Nickel form a generative alliance?
(0:29:35): Tower Resources has assays for some of the Rabbit North holes drilled this year. What are we learning?
FPX Nickel Corp (FPX-V)






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Namibia Critical Metals Inc (NMI-V)






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Tower Resources Ltd (TWR-V)






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Verde Agritech Ltd (NPK-T)






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Kaiser Watch March 29, 2023: Albemarle helps put Liontown into play
Length: 0:34:37

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(0:00:00): What are the implications of Albemarle's conditional bid for Liontown and its Kathleen Valley lithium project in Australia?
(0:13:47): What are the implications of the Liontown bid for Lithium Mania 2.0 juniors like Patrtiot Battery Metals and its much earlier stage Corvette project in the James Bay region of Canada?
(0:22:11): Is the Albemarle proposal for Liontown good news for Sigma Lithium and its Grota do Cirilo project in Brazil?
Albemarle Corp (ALB-N)






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Liontown Resources Ltd (LTR-ASX)






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Patriot Battery Metals Corp (PMET-V)





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Sigma Lithium Corp (SGML-V)






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Kaiser Watch March 24, 2023: Will Tower graduate to the 2023 Favorites Collection?
Length: 0:24:16

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(0:00:00): Has Brunswick Exploration started drilling yet on any of its lithium projects?
(0:09:08): It has been a month since NioBay rejected assay results for the Crevier project and asked the lab to redo them. Should NioBay shareholders be worried?
(0:15:45): Last year you talked often on Kaiser Watch about Bottom-Fish rated Tower Resources but it never made your 2023 Favorites Collection. The stock has nearly tripled during the past month. What is going on?
Brunswick Exploration Inc (BRW-V)





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NioBay Metals Inc (NBY-V)






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Tower Resources Ltd (TWR-V)






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Kaiser Watch March 17, 2023: Will the bank run scare help resource juniors?
Length: 0:30:25

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(0:00:00): How will the banking crisis affect resource juniors?
(0:14:23): What's next for Patriot Battery Metals?
(0:23:54): What is the status of Eagle Plains royalty spinout?
Eagle Plains Resources Ltd (EPL-V)






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Patriot Battery Metals Corp (PMET-V)





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Searchlight Resources Inc (SCLT-V)






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Kaiser Watch March 10, 2023: "Lithium, Lithium, Copper" - PDAC Buzz
Length: 0:25:13

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(0:00:00): You just came back from a week in Toronto attending the Metals Investor Forum and the PDAC conference. What was the Metals Investor Forum like?
(0:04:51): What was the Prospectors and Developers Association conference like?
(0:11:00): What was the buzz at PDAC?
(0:17:56): Resource juniors started dropping while PDAC was still underway. Do you still think the PDAC Curse will be violated this year?
VR Resources Ltd (VRR-V)






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Kaiser Watch March 1, 2023: Will PDAC Curse be violated in 2023?
Length: 0:03:09

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(0:00:00): How have the 2023 Favorites done after two months?
(0:11:20): You are heading to Toronto for the Metals Investor Forum on Friday and Saturday. What will be your topic and which companies are in your session?
(0:20:23): You will be walking the floor of PDAC Sunday to Wednesday. What do you think will be the talk of the show and can we expect the PDAC curse to kick in afterwards?
Brunswick Exploration Inc (BRW-V)





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Endurance Gold Corp (EDG-V)






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Harfang Exploration Inc (HAR-V)






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Sirios Resources Inc (SOI-V)






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VR Resources Ltd (VRR-V)






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Kaiser Watch February 23, 2022: No need to fear lower lithium prices
Length: 0:20:45

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(0:00:00): NioBay Metals put out a negative sounding news release about its Crevier niobium project and yet the stock went up. What is going on?
(0:08:33): Lithium producers and developers retreated during the past week. What does this mean for Lithium Mania 2.0?
(0:14:45): Why is Brunswick Exploration trending higher even though they are in the midst if a financing?
Albemarle Corp (ALB-N)






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Brunswick Exploration Inc (BRW-V)





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NioBay Metals Inc (NBY-V)






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Kaiser Watch February 9, 2023: Australians setting the James Bay tone
Length: 0:18:56

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(0:00:00): What is new with Patriot Battery Metals?
(0:09:52): Why did X-Terra do a 7:1 rollback?
(0:13:00): Why is Harfang Exploration catching market attention?
Comet Lithium Corp (CLIC-V)






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Harfang Exploration Inc (HAR-V)






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Patriot Battery Metals Corp (PMET-V)





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Winsome Resources Ltd (WR1-ASX)





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Kaiser Watch February 3, 2023: The Eye of the Hurricane
Length: 0:25:19

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(0:00:00): What was the Metals Investor Forum in Vancouver like last week?
(0:06:53): How are your 2023 Favorites doing so far this year?
(0:10:01): Any new developments in the lithium sector?
Brunswick Exploration Inc (BRW-V)





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Patriot Battery Metals Corp (PMET-V)





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Kaiser Watch January 26, 2023: Geopolitics & Energy Transition as Junior Drivers
Length: 0:34:26

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(0:00:00): You will be in Vancouver this weekend for the Metals Investor Forum. What will be the topic of your presentation?
(0:11:15): What are the implications of geopolitics for resource juniors?
(0:23:35): What are the implications for the five companies in your Metals Investor Forum session?
Amarc Resources Ltd (AHR-V)






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Eagle Plains Resources Ltd (EPL-V)






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FPX Nickel Corp (FPX-V)






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Solitario Resources Corp (SLR-T)





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Vanstar Mining Resources Inc (VSR-V)






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Kaiser Watch January 19, 2023: A James Bay Area Play Tipping Point?
Length: 0:26:12

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(0:00:00): Eskay Mining provided an update for last year's work in the Scarlet Ridge area. What are the implications for an Eskay Creek 2 discovery?
(0:06:54): Why was Patriot Battery Metals halted in late trading on Wednesday?
(0:14:34): Does the Patriot news have any implication for 2023 Favorite Brunswick Exploration?
Brunswick Exploration Inc (BRW-V)





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Eskay Mining Corp (ESK-V)






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Patriot Battery Metals Corp (PMET-V)





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Kaiser Watch January 13, 2023: The first grade smear of the year!
Length: 0:24:05

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(0:00:00): How is the new year treating the 2023 Favorites Collection?
(0:05:16): What sort of wind blew Dynasty Gold up 300% from $0.10 to a high of $0.49 on Tuesday, January 10?
(0:15:03): Endurance Gold reported an impressive gold intersection for its Reliance gold project but the stock barely moved. Does the market think this is an example of grade smearing?
Dynasty Gold Corp (DYG-V)






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Endurance Gold Corp (EDG-V)






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Kaiser Watch January 6, 2023: Introducing the 2023 Favorites
Length: 0:59:01

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(0:00:00): Why does your 2023 Favorites Collection have twice as many companies as last year?
(0:04:19): Your 2023 Favorites include 3 lithium companies, Brunswick Exploration, Critical Elements and Cypress Development. Why did you pick these companies and what can we expect from the lithium sector in 2023?
(0:11:55): Canalaska Uranium is the only uranium junior in your 2023 Favorites. What are your thoughts on uranium and why pick Canalaska?
(0:17:59): If you are so keen about the energy transition, why do you have Colonial Coal in your 2023 Favorites?
(0:20:34): FPX Nickel is the only nickel junior in your 2023 Favorites and was continued from 2022 after a so-so performance despite high expectations. Why will this year be different?
(0:24:12): Why do you have a tin play called Cornish Metals in your 2023 Favorites?
(0:27:05): What are your thoughts on copper and why did you pick Amarc Resources and Faraday Copper for your 2023 Favorites?
(0:34:39): Verde Agritech was a big and only winner among your 2022 Favorites and was continued as a 2023 Favorite. Will Verde Agritech shine again in 2023?
(0:37:52): You have two prospect-generator-farmout juniors called Eagle Plains and Kenorland in your 2023 Favorites. Doesn't this type of junior at best go sideways in an overall gloomy market?
(0:45:05): None of the three gold juniors in your 2023 Favorites, Aurion, Endurance and Solitario, have 43-101 ounces in the ground. Are you bearish on the gold price trend for 2023?
(0:53:55): Why did you include NioBay Metals in your 2023 Favorites? Isn't the James Bay niobium project hopelessly bogged down by the internal politics of the Moose Cree First Nation?
Amarc Resources Ltd (AHR-V)






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Aurion Resources Ltd (AU-V)






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Brunswick Exploration Inc (BRW-V)





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Canalaska Uranium Ltd (CVV-V)






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Century Lithium Corp (LCE-V)






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Colonial Coal International Corp (CAD-V)





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Cornish Metals Inc (CUSN-V)






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Critical Elements Lithium Corp (CRE-V)






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Eagle Plains Resources Ltd (EPL-V)






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Endurance Gold Corp (EDG-V)






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Faraday Copper Corp (FDY-T)






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Kenorland Minerals Ltd (KLD-V)






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NioBay Metals Inc (NBY-V)






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Solitario Resources Corp (SLR-T)





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Verde Agritech Ltd (NPK-T)






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Kaiser Watch December 30, 2022: Lithium Bottom-Fish Stocking Stuffers
Length: 0:40:36

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(0:00:00): Lithium Mania 2.0 has been a frequent theme on Kaiser Watch during the second half of 2022 though you have not said much about specific companies. You have pointed out lithium bottom-fish to your Kaiser Research Online members who pay $450 per year, but now you want to introduce a few as year-end stocking stuffers for our Kaiser Watch audience. Why do you believe lithium will excite the market more than gold in 2023?
(0:15:28): Why do you like Brunswick Exploration?
(0:20:45): Why do you like Dios Exploration?
(0:26:42): Why do you like Xplore Resources Corp?
(0:31:45): Why do you like Lodestar Battery Metals?
(0:35:10): Why do you like Searchlight Resources?
Brunswick Exploration Inc (BRW-V)





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Dios Exploration Inc (DOS-V)






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Patriot Battery Metals Corp (PMET-V)





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Searchlight Resources Inc (SCLT-V)






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Xplore Resources Corp (XPLR-V)






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Kaiser Watch December 22, 2022: Can you guess the 2023 Favorites?
Length: 0:34:59

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(0:00:00): You have frequently talked about Lithium Mania 2.0 but have not mentioned many lithium companies and there were none in your 2022 Favorites Collection. What sort of lithium juniors would you consider including in your 2023 Favorites?
(0:14:31): Prospect generator farmout juniors have been a staple recommendation for decades by people like Rick Rule. What is the outlook for prospect generators in 2023 and will you include any in your 2023 Favorites?
(0:20:20): During 2022 you developed the idea of the story path and the emerging discovery. You currently have several emerging discovery stories in your 2023 Bottom-Fish Collection. Will any make it into your 2023 Favorites Collection?
(0:31:24): How many of your 2022 Favorites will make it into the 2023 Favorites?

Kaiser Watch December 16, 2022: Implications of Fusion & LIFE Breakthroughs
Length: 0:36:57

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(0:00:00): Does the fusion breakthrough announced this week have any implications for the mining sector?
(0:15:04): What are the implications of the new Listed Issuer Financing Exemption? Does it promise LIFE for juniors?
(0:27:03): What did you think of the Sequoia micro diamond results reported by Arctic Star?
Arctic Star Exploration Corp (ADD-V)






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Kaiser Watch December 9, 2022: Favorites and Bottom-Fish Plans for 2023
Length: 0:28:09

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(0:00:00): How is the end of the year shaping up for the resource juniors?
(0:08:22): How have things worked out for your 2022 Favorites? Will any of them make it to the 2023 Favorites Collection?
(0:22:37): What criteria are driving your choices for the 2023 Bottom-Fish collection?

Kaiser Watch December 2, 2022: MIT shines a light on lithium dendrite problem
Length: 0:26:19

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(0:00:00): What do you think about the $12 million FPX Nickel just raised from a secret strategic investor?
(0:13:04): What did Scandium International announce that caused it to move up a penny?
(0:20:00): MIT published a paper on November 18 which explains how dendrites grow within a lithium ion battery. Is this a significant development?
FPX Nickel Corp (FPX-V)






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Scandium Intl Mining Corp (SCY-T)






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Kaiser Watch November 24, 2022: From Diamonds to Lithium
Length: 1:03:15

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(0:00:00): What is the Vancouver Kimberlite Cluster?
(0:04:05): In your presentation you contrast two diamond juniors, Arctic Star Exploration Corp and Craton Minerals. Why did you focus on these two companies?
(0:13:30): What is the main message of your VKC presentation?
(0:16:55): At the start of your presentation you talk about the Sheahan Diamond Literature Reference Compilation. What is that all about?
(0:22:03): Your first reason why investors have lost interest in diamond exploration is that there are limited story paths for rethink plays. What do you mean by that?
(0:27:11): Does lithium share this rethink story path obstacle?
(0:35:16): Why are long timelines for the exploration-development cycle a problem for diamond plays but not lithium plays?
(0:38:12): Why are micro diamonds and indicator mineral chemistry unreliable in assessing diamond targets? What tools are available for assessing pegmatite targets?
(0:46:13): What is an S-Curve and why does it happen at a later stage for diamond plays than for other metals such as lithium?
(0:52:22): Why is there diminished discovery potential for new kimberlite fields but not pegmatite fields?
(0:55:14): How does title risk in exploration frontiers differ between diamonds and lithium?
(0:58:14): Why do diamonds raise ethical concerns but not lithium?
Arctic Star Exploration Corp (ADD-V)






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Lucara Diamond Corp (LUC-T)






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Kaiser Watch November 18, 2022: Why is Twitter good for Resource Juniors?
Length: 0:37:15

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(0:00:00): Will Elon Musk's ownership of Twitter change how you use Twitter?
(0:09:30): Is Bell Copper any closer to resuming work at its Big Sandy emerging copper discovery?
(0:24:13): Can you give us a summary of Verde Agritech's third quarter conference call?
Bell Copper Corp (BCU-V)






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Verde Agritech Ltd (NPK-T)






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Kaiser Watch November 10, 2022: Canadian Stupidity & Hypocrisy
Length: 0:33:00

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(0:00:00): What do you think of Canada's recent order that Chinese companies divest their holdings in three lithium juniors?
(0:11:32): How did the scandium conference affect the outlook for Scandium International?
(0:21:54): Where is Canalaska Uranium with its West McArthur emerging discovery?
Canalaska Uranium Ltd (CVV-V)






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Lithium Chile Inc (LITH-V)






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NioBay Metals Inc (NBY-V)






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Power Metals Corp (PWM-V)






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Scandium Intl Mining Corp (SCY-T)






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Ultra Lithium Inc (ULT-V)






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Kaiser Watch November 3, 2022: Death by Perpetual Permitting & Inflation
Length: 0:28:07

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(0:00:00): What does the world of resource juniors look like at the start of November?
(0:08:25): Are there any positive trends in the junior resource sector?
(0:16:02): Is the perpetual permitting cycle of Perpetua Gold Corp potentially coming to an end?
(0:21:15): Your 2022 KRO Favorites Index finished October down about 25% but that is up from being down 39% in mid October. Is the worst over for your KRO Favorites?
Eagle Plains Resources Ltd (EPL-V)






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Eskay Mining Corp (ESK-V)






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Nevada Exploration Inc (NGE-V)






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Perpetua Gold Corp (PPTA-T)






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Pure Gold Mining Inc (PGM.H-V)






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Sigma Lithium Corp (SGML-V)






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Tearlach Resources Ltd (TEA-V)






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Kaiser Watch October 28, 2022: Slump Reversals & Premium Financings?
Length: 0:30:40

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(0:00:00): Verde Agritech has recovered from its slump. Is the alternative potash story back on track?
(0:13:26): FPX Nickel hit a two year low last week. Is something wrong with the Decar story?
(0:22:37): Endurance Gold did something unusual last week, namely announced a financing at a premium to the market. How is that possible in the current market climate?
Endurance Gold Corp (EDG-V)






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FPX Nickel Corp (FPX-V)






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Verde Agritech Ltd (NPK-T)






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Kaiser Watch October 21, 2022: Update on May 2022 MIF Picks
Length: 0:33:51

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(0:00:00): In May you presented 5 companies at the Metals Investor Forum in Vancouver. How have they fared in the current bear market for juniors?
(0:06:17): Let's start with P2 Gold, one of your KRO Favorites which is working on the Gabbs copper-gold project in Nevada. What is needed to reverse its downtrend?
(0:10:24): Vanstar is an advanced gold resource junior that is trending lower. Is Vanstar's future still tied to that of partner IAMGOLD?
(0:15:49): Adamera Minerals is a gold discovery focused exploration junior. Is it any closer to making a discovery?
(0:20:42): Searchlight Resources is a Saskatchewan focused junior with exposure to a wide range of metals. Is it any closer to delivering a discovery?
(0:26:28): Zephyr Minerals is trying to establish itself as a gold junior in Zimbabwe. Is it any closer to doing so?
Adamera Minerals Corp (ADZ-V)






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P2 Gold Inc (PGLD-V)






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Searchlight Resources Inc (SCLT-V)






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Vanstar Mining Resources Inc (VSR-V)






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Zephyr Minerals Ltd (ZFR-V)






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Kaiser Watch October 14, 2022: IMF keen on India's Growth Potential
Length: 0:27:24

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(0:00:00): The IMF published its semi-annual world economic outlook this week. Did anything catch your attention?
(0:08:24): Nice to see India getting its act together but will the junior resource sector still be around by then?
(0:16:21): Why are you so keen about Lithium Mania 2.0?
(0:23:43): How does one get up to speed on juniors that benefit from Lithium Manis 2.0?
Brunswick Exploration Inc (BRW-V)





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Kaiser Watch October 6, 2022: Cheering Bell Tower Endurance
Length: 0:17:20

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(0:00:00): What is the significance of the latest news for the Rabbit North project of Tower Resources?
(0:03:24): What is the latest news from the Reliance project of Endurance Gold?
(0:09:45): Does Bell Copper's Big Sandy qualify as an emerging discovery?
Bell Copper Corp (BCU-V)






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Endurance Gold Corp (EDG-V)






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Endurance Gold Corp (EDG-V)






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Tower Resources Ltd (TWR-V)






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Kaiser Watch September 30, 2022: Will scandium's time ever come?
Length: 0:49:52

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(0:00:00): What is going on in the scandium world?
(0:09:01): What game changing role does Rio Tinto represent for the future of scandium?
(0:16:35): Imperial Mining Group published a PEA for its Crater Lake scandium project in Quebec. Is this a potential project for Rio Tinto to acquire and develop?
(0:26:18): Is Niocorp a potential scandium supplier?
(0:38:09): What does the future look like for Scandium International?
Imperial Mining Group Ltd (IPG-V)






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Niocorp Developments Ltd (NB-T)






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Rio Tinto Limited (RIO-ASX)






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Scandium Intl Mining Corp (SCY-T)






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Kaiser Watch September 23, 2022: The Painmaker is just getting started!
Length: 0:20:23

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(0:00:00): What effect is the latest interest rate hike having on the juniors?
(0:06:56): Why has Galway Metals scaled back its drill rigs at Clarence Stream from six to two rigs?
(0:14:16): What did we learn from the recent update by Tower Resources on its Rabbit North drill program?
Galway Metals Inc (GWM-V)






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Lion One Metals Ltd (LIO-V)






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Marathon Gold Corp (MOZ-T)






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Tower Resources Ltd (TWR-V)






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Kaiser Watch September 16, 2022: Reality Check for NPK Guidance
Length: 0:29:43

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(0:00:00): What was the mood like at the Metals Investor Forum and did anything catch your attention?
(0:14:04): Verde Agritech revised its production guidance for 2022 downward last week. What was that all about?
(0:24:52): Does FPX Nickel have a potential clean solution for Tesla's nickel sulphate supply problem?
FPX Nickel Corp (FPX-V)






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Headwater Gold Inc (HWG-CSE)






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Patriot Battery Metals Corp (PMET-V)





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Verde Agritech Ltd (NPK-T)






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Kaiser Watch September 8, 2022: Emerging Discovery Plays at MIF
Length: 0:51:41

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(0:00:00): This weekend you will be in Vancouver for the Metals Investor Forum which runs September 9-10. You call the five companies in your session "emerging discoveries". What does that mean and why is that the topic of your presentation?
(0:13:59): Arctic Star Exploration is a diamond junior with a property De Beers explored decades ago. Why do you think Diagras is an emerging diamond discovery?
(0:26:36): Canalaska Uranium has been working in the Athabasca Basin for decades. Why do you think West McArthur is an emerging uranium discovery?
(0:32:33): Copper Lake Resources is exploring a polymetallic project which majors and juniors have explored since the sixties. Why do you think Marshall Lake is an emerging zinc-copper-silver discovery?
(0:37:56): Endurance Gold is exploring a gold property a junior run by a dowser explored for decades. Why do you think Reliance is an emerging gold discovery?
(0:42:24): VR Resources is exploring an intrusive complex that was visible as a magnetic anomaly in the James Bay Lowlands decades ago. Why do you think Hecla-Kilmer is an emerging rare earth discovery?
Arctic Star Exploration Corp (ADD-V)






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Canalaska Uranium Ltd (CVV-V)






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Copper Lake Resources Ltd (CPL-V)






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Endurance Gold Corp (EDG-V)






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VR Resources Ltd (VRR-V)






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Kaiser Watch September 2, 2022: Will the juniors have a fall rally?
Length: 0:58:09

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(0:00:00): How did the Kaiser Favorites do in August?
(0:06:17): Verde Agritech at the moment is your only KRO Favorites winner this year. How do you think it will finish the year?
(0:10:37): Why is FPX Nickel down only 10% compared to the others?
(0:16:33): Is there any common theme that explains the poor performance of your other favorites?
(0:21:39): How have your gold focused Favorites done?
(0:25:33): How are your discovery focused Favorites doing?
(0:32:07): What sort of juniors are you going to be focused on after Labor Day?
Aurion Resources Ltd (AU-V)






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Eskay Mining Corp (ESK-V)






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FPX Nickel Corp (FPX-V)






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Galway Metals Inc (GWM-V)






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Northwest Copper Corp (NWST-V)






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P2 Gold Inc (PGLD-V)






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Patriot Battery Metals Corp (PMET-V)





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Perpetua Gold Corp (PPTA-T)






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Snowline Gold Corp (SGD-V)






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Verde Agritech Ltd (NPK-T)






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Kaiser Watch August 25, 2022: California's Zero ICE Dream & Lithium Mania 2.0
Length: 0:29:02

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(0:00:00): Canalaska Uranium reported results for what you called a discovery hole at its West McArthur project. Did it meet expectations?
(0:05:08): This year's copper price retreat has not helped P2 Gold which is working to demonstrate the feasibility of its Gabbs copper-gold project in Nevada. How are things going for its Bam gold exploration play in the Golden Triangle?
(0:09:27): How is Lithium Mania 2.0 doing in the current resource sector bear market?
Brunswick Exploration Inc (BRW-V)





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Canalaska Uranium Ltd (CVV-V)






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P2 Gold Inc (PGLD-V)






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Patriot Battery Metals Corp (PMET-V)





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Kaiser Watch August 18, 2022: Key NPK themes in Earnings Call Q&A
Length: 0:30:20

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(0:00:00): Verde Agritech had an hour long earnings call this week during which CEO Chris Veloso attempted to answer over 50 questions submitted by watchers. Can you give us a summary of the sort of questions asked and what kind of answers were given?
Verde Agritech Ltd (NPK-T)






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Kaiser Watch August 11, 2022: NPK hits revenue and output targets for H1
Length: 0:35:33

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(0:00:00): Nevada Exploration provided an update for its South Grass Valley project in Nevada. Is there still no gold for Wade?
(0:18:51): Endurance Gold reported a new round of drill results for Reliance. Did they support your analysis of the company's drilling strategy?
(0:25:32): Verde Agritech reported results for the first half of 2022. Did they meet their guidance?
Austin Gold Corp (AUST-N)






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Endurance Gold Corp (EDG-V)






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Nevada Exploration Inc (NGE-V)






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Verde Agritech Ltd (NPK-T)






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Kaiser Watch August 5, 2022: Time to tip toe back into the resource juniors?
Length: 0:32:23

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(0:00:00): Do you expect the market for resource juniors to improve in August?
(0:08:04): FPX Nickel published a metallurgy update for the Decar nickel project. What did we learn?
(0:18:18): Tower Resources slumped in July when it published final results for its spring drill program at Rabbit North. What did the market not like?
FPX Nickel Corp (FPX-V)






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Tower Resources Ltd (TWR-V)






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Kaiser Watch July 28, 2022: The time is right for emerging discovery plays
Length: 0:40:13

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(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?
(0:10:46): What are some the big discoveries you remember from the first half of your career?
(0:20:02): Have any of your invited companies accepted your invitation?
(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?
Canalaska Uranium Ltd (CVV-V)






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Endurance Gold Corp (EDG-V)






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Eskay Mining Corp (ESK-V)






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Kaiser Watch July 22, 2022: An emerging high grade uranium discovery?
Length: 0:39:16

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(0:00:00): What is the current outlook for juniors engaged in uranium exploration?
(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?
(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?
(0:28:27): Who else do you like that is positioned to deliver a discovery in the Athabasca Basin?
Canalaska Uranium Ltd (CVV-V)






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Forum Energy Metals Corp (FMC-V)






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Kaiser Watch July 15, 2022: How have the KRO Favorites done so far in 2022?
Length: 0:40:47

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(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?
(0:10:33): How did the Kaiser Favorites do during the second half of 2022?
(0:15:49): Perpetua Gold and Galway Metals are down 37% and 34%. Do you think they are close to bottom?
(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?
(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?
(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?
(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?
Aurion Resources Ltd (AU-V)






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Eskay Mining Corp (ESK-V)






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FPX Nickel Corp (FPX-V)






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Galway Metals Inc (GWM-V)






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Northwest Copper Corp (NWST-V)






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P2 Gold Inc (PGLD-V)






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Perpetua Gold Corp (PPTA-T)






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Verde Agritech Ltd (NPK-T)






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Kaiser Watch July 7, 2022: Never exercise options without selling
Length: 0:37:02

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(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?
(0:13:33): Is there anything interesting in the latest exploration update from Eskay Mining Corp?
(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?
Eskay Mining Corp (ESK-V)






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Vanstar Mining Resources Inc (VSR-V)






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Verde Agritech Ltd (NPK-T)






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Kaiser Watch June 30, 2022: Summer drill plays for discovery bets
Length: 0:20:52

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(0:00:00): What did the final results from Endurance Gold's RC drill program at Reliance tell us?
(0:04:18): Copper Lake reported very high silver grades for its Marshall Lake project. What does it mean and what happens next?
(0:14:38): Did Adamera Minerals ever get a permit so that it can start drilling Buckhorn 2.0 this summer?
Adamera Minerals Corp (ADZ-V)






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Copper Lake Resources Ltd (CPL-V)






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Endurance Gold Corp (EDG-V)






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Kaiser Watch June 23, 2022: Drilling timeline key to avoiding summer doldrums
Length: 0:29:14

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(0:00:00): Why did Barrick say good-bye to Perpetua Gold Corp?
(0:08:10): Tower Resources released positive drill results for the Lightning Zone discovery at Rabbit North. Why did the stock just spin its wheels?
(0:15:13): Arizona Silver published new drill results for the Philadelphia gold-silver project in Arizona. Why did the stock sell off?
Arizona Gold & Silver Inc (AZS-V)





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Perpetua Gold Corp (PPTA-T)






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Tower Resources Ltd (TWR-V)






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Kaiser Watch June 16, 2022: Is Goldman Sachs bearish about lithium?
Length: 0:39:49

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(0:00:00): What was the PDAC conference in Toronto like?
(0:11:38): The recent market sell-off was triggered by last week's inflation report which showed that the consumer price index rose from 8.3% to 8.6% rather than dropping. We have now seen a 0.75 point rate hike by the Federal Reserve. How high will rates need to go before inflation declines?
(0:25:40): Goldman Sachs published a Battery Metals Watch report in late May which declared the "end of the beginning" for the battery metals boom. The report says lithium will end up over-supplied between now and 2025. What does that mean for your prediction of Lithium Mania 2.0?

Kaiser Watch June 9, 2022: Lithium Dawn or Twilight's Last Gleam?
Length: 0:34:39

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(0:00:00): You are heading off this weekend to Toronto to participate in the Metals Investor Forum on Saturday and Sunday, and PDAC on Monday through Wednesday. What are your plans for these back to back in person conferences?
(0:07:00): Why do you think Lithium Mania 2.0 is a good educational gateway for younger generations such as the millennials?
(0:19:51): What is the significance of the latest Reliance gold results put out by Endurance Gold?
(0:25:10): Why did Bell Copper drop after reporting assays for its latest Big Sandy drill hole?
Bell Copper Corp (BCU-V)






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Endurance Gold Corp (EDG-V)






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Kaiser Watch June 2, 2022: NPK creeps onto Financial Times radar
Length: 0:25:21

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(0:00:00): Russian President Putin has suggested that if the world wants to avoid famine because Russia is blockading the shipment of Ukrainian wheat through the Black Sea via its Odesa port, it must first lift sanctions on the sale of Russian fertilizer. Would it have a negative impact on Verde Agritech?
(0:14:43): Has the Golden Triangle exploration season arrived yet for Eskay Mining Corp?
(0:19:24): Did Galway Metals refinance itself to fund further work at Clarence Stream?
Eskay Mining Corp (ESK-V)






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Galway Metals Inc (GWM-V)






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Verde Agritech Ltd (NPK-T)






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Kaiser Watch May 26, 2022: No more strategic ambiguity for China
Length: 0:29:14

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(0:00:00): Joe Biden stated this week that the United States would intervene if China attacked Taiwan. This is the third time he has ignored the policy of "strategic ambiguity". Is it time to take Biden seriously?
(0:07:50): What is the purpose behind the delineation drilling program FPX Nickel just announced for the Van Zone on its Decar project in British Columbia?
(0:16:47): Verde Agritech announced a plan to redomicile from the United Kingdom to Singapore. What is that all about?
FPX Nickel Corp (FPX-V)






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Verde Agritech Ltd (NPK-T)






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Kaiser Watch May 19, 2022: When small becomes beautiful who you gonna call?
Length: 0:22:14

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(0:00:00): What were the two conferences like in Vancouver that you attended this week?
(0:03:33): Why do you think Canada is a good destination for resource juniors and why do you think this is a good time to buy them?
(0:16:54): Verde Agritech released its updated prefeasibility study this week. What does it say about where the stock price is headed?
Verde Agritech Ltd (NPK-T)






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Kaiser Watch May 12, 2022: Story Paths to Success for MIF May 2022
Length: 0:52:58

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(0:00:00): What will be the topic of your presentation at the upcoming Metals Investor Forum?
(0:08:30): What is the story path and success strategy for Adamera Minerals?
(0:16:36): is the story path and success strategy for P2 Gold?
(0:26:52): What is the story path and success strategy for Searchlight Resources?
(0:36:24): What is the story path and success strategy for Vanstar Mining?
(0:43:54): What is the story path and success strategy for Zephyr Minerals?
Adamera Minerals Corp (ADZ-V)






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P2 Gold Inc (PGLD-V)






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Searchlight Resources Inc (SCLT-V)






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Vanstar Mining Resources Inc (VSR-V)






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Zephyr Minerals Ltd (ZFR-V)






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Kaiser Watch May 5, 2022: Is China a stealth gold hoarder?
Length: 0:38:17

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(0:00:00): You have been fairly bullish about the resource juniors, but they seem to have lost momentum during the past few weeks. Some say this is an example of the old saying "sell in may and go away". Do you think the resource juniors are already heading into the summer doldrums?
(0:15:00): What has your bottom-fish Endurance Gold been up to?
(0:24:37): You are coming to Vancouver in May to attend two back to back conferences. What is the first one, the Metals Investor Forum, all about?
(0:30:30): What is the Vancouver Resource Investment conference like that you will be attending on May 17 and 18?
Endurance Gold Corp (EDG-V)






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Kaiser Watch April 28, 2022: Does Elon Musk understand the mining sector?
Length: 0:35:35

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(0:00:00): Just how well does Elon Musk understand the mining sector?
(0:18:21): Why is Verde Agritech bucking the resource sector down trend?
(0:28:11): What did you think of Galway's new Clarence Stream gold resource?
Galway Metals Inc (GWM-V)






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Verde Agritech Ltd (NPK-T)






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Kaiser Watch April 21, 2022: Has scandium's time finally come?
Length: 0:42:16

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(0:00:00): Verde Agritech has passed $10 and made a new high. Are there any new developments?
(0:09:19): Arizona Silver released results from it Philadelphia gold project in Arizona. Is the story shaping up to become reality?
(0:15:44): Copper Lake published drill results for its Marshall Lake project in Ontario. Did they harpoon a whale within the Deep IP Anomaly?
(0:24:24): Whatever happened to Scandium International?
Arizona Gold & Silver Inc (AZS-V)





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Copper Lake Resources Ltd (CPL-V)






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Scandium Intl Mining Corp (SCY-T)






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Verde Agritech Ltd (NPK-T)






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Kaiser Watch April 14, 2022: How did the resource juniors do in Q1 of 2022?
Length: 0:40:08

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(0:00:00): How did the resource juniors do during the first quarter of 2022?
(0:19:30): How did the juniors do in terms of financing activity?
(0:24:27): How did your Favorites do in the first quarter of 2022?
(0:25:24): Performance of Aurion Resources Ltd: $1.02 down 21.5%
(0:28:20): Peroformance Eskay Mining Corp: $2.70 down 2.5%
(0:29:27): Performance Galway Metals Inc: $0.55 down 9.8%
(0:30:36): Performance Northwest Copper Corp: $0.66 down 18.5%
(0:32:16): Performance P2 Gold Inc: $0.73 up 7.4%
(0:33:46): Performance Perpetua Gold Corp: $5.53 down 8.3%
(0:35:37): Performance Verde Agritech Inc: $9.15 up 227%
Aurion Resources Ltd (AU-V)






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Eskay Mining Corp (ESK-V)






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Galway Metals Inc (GWM-V)






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Northwest Copper Corp (NWST-V)






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P2 Gold Inc (PGLD-V)






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Perpetua Gold Corp (PPTA-T)






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Verde Agritech Ltd (NPK-T)






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Kaiser Watch April 7, 2022: Brazil breadbasket to the rescue in H2?
Length: 0:39:16

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(0:00:00): Verde Agritech had its 2021 results conference call today. Did we learn anything new?
(0:18:07): Why is Inomin Mines down after trading up a storm last week?
(0:29:38): Are there any new juniors in your Bottom-Fish Collection that are catching your attention?
Inomin Mines Inc (MINE-V)






Poor Spec Value
Tower Resources Ltd (TWR-V)






Bottom-Fish Spec Value
Verde Agritech Ltd (NPK-T)






Bottom-Fish Spec Value

Kaiser Watch March 31, 2022: When should a junior mention magnesium?
Length: 0:36:29

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(0:00:00): FPX Nickel announced that it is pursuing carbon sequestration. How does this relate to its Decar nickel project?
(0:17:50): One of your bottom-fish called Inomin Mines traded up a storm this week and delivered a five-bagger. Is it time to turn Inomin into a Favorite?
(0:25:55): Nevada Exploration provided an update on its South Grass Valley project this week. How much closer are they to delivering a discovery hole?
FPX Nickel Corp (FPX-V)






Bottom-Fish Spec Value
Inomin Mines Inc (MINE-V)






Poor Spec Value
Nevada Exploration Inc (NGE-V)






Unrated Spec Value

Kaiser Watch: March 24, 2022 - Will Russia-China Axis launch resource junior bull?
Length: 0:30:54

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(0:00:00): What does it mean for resource juniors if the global economy splits into autocracies led by the China-Russia axis and democracies led by the United States and Europe?
(0:09:17): Verde Agritech released its financial results for 2021. What did we learn?
(0:22:38): The market reaction was negative last week when Eskay Mining surprised us with final drill results for the 2021 season at the Eskay project in the Golden Triangle. On Monday morning the stock was halted for additional news. Why was the stock halted?
Eskay Mining Corp (ESK-V)






Bottom-Fish Spec Value
Verde Agritech Ltd (NPK-T)






Bottom-Fish Spec Value

Kaiser Watch March 17, 2022: Slowdown fears stall commodity rally
Length: 0:28:45

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(0:00:00): Why have metal and energy prices pulled back during the past week?
(0:13:52): If the price of nickel pulls back to $12/lb what does that mean for your Favorite FPX Nickel?
(0:20:33): Why did the price of Eskay Mining drop after the junior published final drill results for its Eskay project in the Golden Triangle?
Eskay Mining Corp (ESK-V)






Bottom-Fish Spec Value
FPX Nickel Corp (FPX-V)






Bottom-Fish Spec Value

Kaiser Watch March 10, 2022: Russia sanctions spike commodity prices
Length: 0:33:05

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(0:00:00): How have sanctions against Russia affected commodity prices?
(0:15:52): What is going on in the nickel market and what does it mean for FPX Nickel?
(0:24:13): Why was your bottom-fish pick Bell Copper up last week?
Bell Copper Corp (BCU-V)






Bottom-Fish Spec Value
FPX Nickel Corp (FPX-V)






Bottom-Fish Spec Value
Verde Agritech Ltd (NPK-T)






Bottom-Fish Spec Value

Kaiser Watch March 3, 2022: How are the 2022 KRO Favorites doing?
Length: 0:38:02

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(0:00:00): How did the Kaiser Favorites fare during the first 2 months of 2022?
(0:08:48): Which of your Favorites are responsible for the 16% gain?
(0:23:54): How does Verde Agritech benefit from the tragedy in the Ukraine?
Aurion Resources Ltd (AU-V)






Bottom-Fish Spec Value
Eskay Mining Corp (ESK-V)






Bottom-Fish Spec Value
FPX Nickel Corp (FPX-V)






Bottom-Fish Spec Value
Galway Metals Inc (GWM-V)






Bottom-Fish Spec Value
Northwest Copper Corp (NWST-V)






Bottom-Fish Spec Value
P2 Gold Inc (PGLD-V)






Bottom-Fish Spec Value
Perpetua Gold Corp (PPTA-T)






Bottom-Fish Spec Value
Verde Agritech Ltd (NPK-T)






Bottom-Fish Spec Value
Verde Agritech Ltd (NPK-T)






Bottom-Fish Spec Value

Kaiser Watch February 24, 2022: What is holding the resource juniors back?
Length: 0:27:39

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(0:00:00): The price of gold broke through $1,900 this week after Russia declared that the Donbas region of eastern Ukraine is now Russian territory. General equity markets have been declining but not collapsing. The resource juniors are not declining but are also reluctant to move up. What is holding the resource juniors back?
(0:10:36): One of your Favorites, P2 Gold, published a resource update for its Gabbs copper-gold project in Nevada. They plan to deliver a PEA by end of this year. Last year you visualized an outcome as to what the PEA might look like. How has the new resource update affected your outcome visualization for Gabbs?
(0:19:14): Sonoro Gold was a KRO Favorite last year but today it is only Bottom-Fish Spec Value rated. What does it take to turn Sonoro back into a Favorite?
P2 Gold Inc (PGLD-V)






Bottom-Fish Spec Value
Sonoro Gold Corp (SGO-V)






Bottom-Fish Spec Value

Kaiser Watch February 17, 2022: Key permit turns NPK into potash proxy play
Length: 0:27:10

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(0:00:00): What implications does this week's schmooze fest between Bolsonaro and Putin have for Brazil?
(0:08:16): Verde Agritech announced last week that it has been granted a 2.4 million tonne per year mining permit for Pit 2. Why is this a big deal?
(0:18:30): Is there anything from your Bottom-Fish collection that you would like to talk about today?
Copper Lake Resources Ltd (CPL-V)






Bottom-Fish Spec Value
Verde Agritech Ltd (NPK-T)






Bottom-Fish Spec Value

Kaiser Watch February 10, 2022: Is copper or gold a better resource junior story?
Length: 0:48:38

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(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?
(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?
(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?
(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
Northwest Copper Corp (NWST-V)






Bottom-Fish Spec Value
P2 Gold Inc (PGLD-V)






Bottom-Fish Spec Value

Kaiser Watch February 3, 2022: Will Brazil reduce potash supply shock risk?
Length: 0:42:40

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(0:00:00): What are the implications for the farm sector and fertilizer producers if Russia does invade the Ukraine and is hit with meaningful sanctions?
(0:20:05): How quickly could Verde Agritech become a major solution for the Brazilian farm sector conventional potash import reliance?
(0:28:02): FPX Nickel put out a long news release about making nickel sulphate for the battery materials sector. Is this a big deal?
(0:34:56): In your first Kaiser Watch show you talked about Endurance Gold as a future Favorite graduate from your Bottom-Fish collection. During the past week Endurance published final results for its 2021 Reliance drill program and a $2.5 million financing. And yet the stock price sagged. What is still missing?
Endurance Gold Corp (EDG-V)






Bottom-Fish Spec Value
FPX Nickel Corp (FPX-V)






Bottom-Fish Spec Value
Verde Agritech Ltd (NPK-T)






Bottom-Fish Spec Value

Kaiser Watch January 27, 2022: Understanding District Rethink Plays
Length: 0:49:49

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(0:00:00): January has been a turbulent month for equities in general. Not the sort of January Effect investors look forward to. How have the resource juniors fared?
(0:12:10): What do you mean by district play rethinks?
(0:17:39): What is the Central Lapland Greenstone Belt rethink of Aurion Resources all about?
(0:27:13): The Eskay project of Eskay Mining has seen over $40 million exploration since the 21B Zone was found in 1989. What is Eskay Mining doing to rethink the potential in light of a disappointing exploration history?
(0:35:37): Where is Galway Metals in its rethink of Clarence Stream and Estrade?
(0:41:06): Arizona Silver is part of your Bottom-Fish Workshop collection. Why are you no longer ignoring the Philadelphia rethink story?
Arizona Gold & Silver Inc (AZS-V)





Favorite
Fair Spec Value
Aurion Resources Ltd (AU-V)






Bottom-Fish Spec Value
Eskay Mining Corp (ESK-V)






Bottom-Fish Spec Value
Galway Metals Inc (GWM-V)






Bottom-Fish Spec Value

Kaiser Watch January 20, 2022: Russia-Ukraine Implications for Juniors
Length: 0:26:24

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(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?
(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?
(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?
(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?
(0:22:24): Anything special to report from the Bottom-Fish Workshop?
Endurance Gold Corp (EDG-V)






Bottom-Fish Spec Value
FPX Nickel Corp (FPX-V)






Bottom-Fish Spec Value
Perpetua Gold Corp (PPTA-T)






Bottom-Fish Spec Value

Kaiser Watch February 17, 2023: Elements of a Great Canadian Area Play
Length: 0:41:51

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(0:00:00): Nearly 3 decades ago you defined a Great Canadian Area Play on the basis of 7 key conditions. How did you come up with these criteria and is a Great Canadian Area Play still possible today?
(0:07:13): Your first condition asks: Does the discovery have an unexpectedly high value potential? Why does that matter?
(0:11:04): Your second condition asks: Is there an element of surprise that leaves open the possibility for more and even better discoveries? How does James Bay fit that?
(0:17:38): Your third condition asks: Is it probable the discovery junior didn't get it all? How can one tell?
(0:22:44): Your fourth condition asks: Are there lots of different players with strategic land positions? Why does that matter?
(0:25:20): Your fifth condition asks: Is it a rags to riches story? Why does that matter?
(0:30:25): Your sixth condition asks: Is there sharing of information among the insiders of both the discovery junior and the satellites? Why is this important?
(0:36:05): Your final condition asks: Is the market's valuation of the discovery junior such that confirmation of the best case scenario still leaves substantial upside?
 
 

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