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Kaiser Media Watch Blog - Current


Kaiser Media Watch Blog enables John Kaiser to share online content from other media he deems interesting or relevant to Kaiser Research Online audiences. He collects links to such content and writes a brief explanation. The KMW Blog gets updated during the evening KRO update. After a week or so the current KMW Blog gets archived and a new one is started. Tweets are sent with a link to the item in the KMW Blog when it is of particular interest. Right clicking the JK header allows one to share or copy a link directly to that specific blog post.

Posted: Oct 20, 2017JK: Discovery Watch Oct 20, 2017 with Jim Goddard and John Kaiser
Published: Oct 20, 2017HSC: Discovery Watch Oct 13 2017: Could a Junior Have Found The Biggest Gold Find Ever?

Discovery Watch is a weekly 15-20 minute audio show sponsored by HoweStreet.com where Jim Goddard interviews John Kaiser about resource juniors with interesting exploration plays that have caught John's attention. The projects will not be limited to companies he has covered as Bottom-Fish and Spec Value Hunter picks. He will briefly describe each project's goal and its timeline. These projects will generally be exploration plays that have not yet turned into a discovery. The objective of Discovery Watch is to alert audiences to the existence of earlier stage exploration projects before they become big discoveries. Jim and John will periodically circle back to review the outcome. Should one of the projects deliver a discovery Jim and John will monitor that discovery on a more frequent basis. KRO will keep track of projects mentioned through Discovery Watch with HoweStreet.com which will keep a running tab of Discovery Watch projects that includes links to the KRO profile for each company and project.

Discovery Watch Audio Links
Azimut Exploration Inc (AZM-V)Eleonore South

Quebec, Canada

Gold
0:00
Adamera Minerals Corp (ADZ-V)Cooke Mountain

WashingtonUtah, United States

Gold
5:05
Novo Resources Corp (NVO-V)Karratha

Western Australia, Australia

Gold
10:32
Artemis Resources Ltd (ARV-ASX)Purdy's Reward JV

Western Australia, Australia

Gold
24:09
JK owns Novo; Artemis and Novo are SVH picks; Adamera and Azimut are bottom-fish picks

Posted: Oct 18, 2017JK: Jay Taylor Media: Where Can We Find the Next Novo Resources?
Published: Oct 18, 2017JTM: Jay Taylor Media: Jay Taylor interviews John Kaiser about Novo and Nevada Exploration Inc

On October 17, 2017 Jay Taylor interviewed John Kaiser during a segment of his Turning Hard Times into Good Times Radio Show. The first 15 minutes deal with Novo Resources Corp and the Purdy's Reward update put out that morning. In the final 6 minutes Jay asks about another exotic exploration junior, Nevada Exploration Inc.

Jay Taylor Media Watch Audio Links
Novo Resources Corp (NVO-V)Karratha

Western Australia, Australa

Gold
0:00
Nevada Exploration Inc (NGE-V)South Grass Valley

Nevada, USA

Gold
15:39
JK owns shares of Novo and Nevada Expl

Posted: Oct 13, 2017JK: Discovery Watch Oct 13, 2017 with Jim Goddard and John Kaiser
Published: Oct 13, 2017HSC: Discovery Watch Oct 13 2017: Is Barrick Staking Out in the Wrong Direction in Nevada?

Discovery Watch is a weekly 15-20 minute audio show sponsored by HoweStreet.com where Jim Goddard interviews John Kaiser about resource juniors with interesting exploration plays that have caught John's attention. The projects will not be limited to companies he has covered as Bottom-Fish and Spec Value Hunter picks. He will briefly describe each project's goal and its timeline. These projects will generally be exploration plays that have not yet turned into a discovery. The objective of Discovery Watch is to alert audiences to the existence of earlier stage exploration projects before they become big discoveries. Jim and John will periodically circle back to review the outcome. Should one of the projects deliver a discovery Jim and John will monitor that discovery on a more frequent basis. KRO will keep track of projects mentioned through Discovery Watch with HoweStreet.com which will keep a running tab of Discovery Watch projects that includes links to the KRO profile for each company and project.

Discovery Watch Audio Links
Nevada Exploration Inc (NGE-V)South Grass Valley

Nevada, United States

Gold
0:00
InZinc Mining Ltd (IZN-V)West Desert

Utah, United States

Zinc, Copper, Indium, Iron
8:01
Clean TeQ Holdings Ltd (CLQ-ASX)Syerston

New South Wales, Australia

Cobalt, Nickel, Scandium
12:49
Novo Resources Corp (NVO-V)Karratha

Western Australia, Australia

Gold
24:03
JK owns InZinc, Nevada Expl, Novo, Scandium Intl; InZinc, Novo and Scandium Intl are SVH picks; Nevada Expl is a bottom-fish pick

Posted: Oct 11, 2017JK: Allan Barry Laboucan and John Kaiser talk about Novo and Aussie Wits 2.0
Published: Oct 11, 2017ABR: Allan Barry Laboucan and John Kaiser talk about Novo and Aussie Wits 2.0

Allan Barry Laboucan and John Kaiser wander all over the map talking about what could turn out to be the biggest gold discovery ever, bigger than South Africa's Wits 1.0. Direct YouTube link.


Posted: Oct 11, 2017JK: Jay Taylor Media: Jay Taylor interviews John Kaiser about Novo Resources Corp
Published: Oct 10, 2017JTM: Jay Taylor Media: Jay Taylor interviews John Kaiser about Novo Resources Corp

On October 10, 2017 Jay Taylor did back to back live interviews on his Turning Hard Times into Good Times Radio Show with Brent Cook of Exploration Insights and John Kaiser about Novo Resources Corp and where the Wits 2.0 story stands today. Brent Cook and John Kaiser have similar views about the potential of Australia's Pilbara hosting a massive gold system whose scale and profitability could rival that of South Africa's Witwatersrand Basin. However, Brent and John are at oppposite ends of the gambling spectrum. Whereas John and Novo's Quinton Hennigh sit at the optimistic "dreamer" end, Brent sits at the Joe Friday "just the facts ma'am" cautious end of the spectrum.

Brent is correct that the Wits 2.0 scenario is still missing answers to 3 key questions: 1) Is the average gold grade in the Pilbara conglomerate beds high enough to support underground mining?, 2) Is the gold content of the conglomerate beds laterally and downdip extensive on a scale of hundreds of kilometres so that a widespread endownment in the billions of gold ounces is possible?, and, 3) Is there a reliable and cost effective way to measure the gold grade so that economic value of mining the beds can be quantified? With nearly 200 million shares fully diluted Novo has an implied value in excess of $1 billion for the 7,000 sq km plus of 100% owned ground, and double that for land subject to the 50:50 Artemis JV. This valuation is indeed "absurd" based on the available facts, but not if you make the leap of faith that these questions will deliver positive answers in the next 3-6 months. These questions are especially relevant to the dozens of juniors (and even majors) who turn out to own land on the Pilbara, especially where the 3 billion plus year old greenstone basement rocks have somewhat younger cover rocks, exactly those rocks every self-respecting junior studiously avoided unless looking for iron deposits.

The problem for the cautious rationalists is that the answers will emerge in small increments here and there, insufficient to be a definitive collective answer, but enough to coax somebody new from the sidelines, over and over again. The result is that Novo will probably never represent fair value, just as was the case with Dia Met and its Ekati diamond discovery in 1992-94 and the infamous Bre-X and its fictitious Busang gold discovery in 1995-97. Novo's valuation will always be ahead of the facts Joe Friday seeks before deciding. Speculators should thus treat any investment in Novo or the area play juniors as being at total loss risk! When you get that urge to "back up the truck", make sure you rewatch the Brent Cook interview. Furthermore, if the three questions get answered so as to confirm the Wits 2.0 scenario, don't sweat missing the boat, because the inflow of capital and media attention will generate the biggest bull market ever for resource juniors engaged in discovery exploration and run by technically competent groups with vivid imaginations like that of Quinton Hennigh.

To help investors better track this evolving story KRO has created the Pilbara Wits 2.0 Resource Center which includes a list of publicly listed companies that have property on the Pilbara. Because the mapped geology is not necessarily reliable at the property scale, and most of the juniors have done a terrible job providing detailed maps on their web sites, for now we are adding all juniors. As we get more detailed information we will highlight those with a shot at a piece of Wits 2.0, and get rid of those who have no chance at all.


Posted: Oct 9, 2017JK: Discovery Watch Oct 6, 2017 with Jim Goddard and John Kaiser
Published: Oct 6, 2017HSC: Discovery Watch Oct 6 2017: The Race for Korean Money

Discovery Watch is a weekly 15-20 minute audio show sponsored by HoweStreet.com where Jim Goddard interviews John Kaiser about resource juniors with interesting exploration plays that have caught John's attention. The projects will not be limited to companies he has covered as Bottom-Fish and Spec Value Hunter picks. He will briefly describe each project's goal and its timeline. These projects will generally be exploration plays that have not yet turned into a discovery. The objective of Discovery Watch is to alert audiences to the existence of earlier stage exploration projects before they become big discoveries. Jim and John will periodically circle back to review the outcome. Should one of the projects deliver a discovery Jim and John will monitor that discovery on a more frequent basis. KRO will keep track of projects mentioned through Discovery Watch with HoweStreet.com which will keep a running tab of Discovery Watch projects that includes links to the KRO profile for each company and project.

Discovery Watch Audio Links
Serengeti Resources Inc (SIR-V)Kwanika

British Columbia, Canada

Gold Copper
0:00
Fjordland Exploration Inc (FEX-V)South Voisey's Bay

Labrador, Canada

Nickel Copper Cobalt
7:12
Inventus Mining Corp (IVS-V)Pardo

Ontario, Canada

Gold
11:38
Novo Resources Corp (NVO-V)Karratha

Western Australia, Australia

Gold
16:10
JK owns Novo; Novo and Serengeti are SVH picks; Inventus is a bottom-fish pick

 
 

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