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Kaiser Media Watch Blog - November 1, 2017 to November 30, 2017
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.
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.
Here is a great article from the Australian Broadcasting Commission (ABC) about the aircraft Alan Ronk built to prospect the Pilbara from the sky. Alan Ronk worked for Novo on Beatons Creek until the junior gave up looking for Wits 2.0 in late 2015 and focused on developing a small mining operation. Ronk was retained by Artemis in late 2016 to help that junior figure out the unusual "mafic rocks" at Purdy's Reward Ed Mead reported on November 16, 2016. Ronk's work led to a followup news release on February 20, 2017 which described the nuggets as being associated with a bed of conglomerate similar to Beatons Creek. As before the market yawned, though not surprisingly given that Artemis had inflicted a 20:1 rollback on shareholders a week earlier. But the news did come to the attention of Novo's Quinton Hennigh whose research quickly established that what he had been seeking in the Marble Bar and Nullagine sub-basins at the eastern end of the Pilbara Craton was located 350 km away in the northwestern part of the Pilbara. Novo embarked on a "staking" spree and rehired Alan Ronk for its renewed focus on the Wits 2.0 Hypothesis. Ronk has been using his plane to track the edges of the Fortescue Group rocks for evidence of fossicker activity in the form of small pits dug in search of gold nuggets. Australians with metal detectors (good explanation of how a metal detector works) have been prowling the region around Karratha for decades in search of gold nuggets. They are the equivalent of artisanal workers in Africa and Brazil whose scrabblings reveal gold zones otherwise hidden beneath weathered rock. When I visited the region in early August Ronk had taken a break from carefully flying the Comet Well property on which Novo is still waiting for the exploration license applications made by Jonathan Campbell's group to be granted. That morining the fossicker crew below had managed to recover about $100 worth of nuggets at Comet Well from an area that had clearly already undergone heavy fossicking activity. Western Australia's Department of Mines explains the rules at its Prospectors & fossickers web page.
On November 10, 2017 I gave a presentation at the Metals Investor Forum in Vancouver in which I argued that the slump which has afflicted the resource sector since April 2017 makes no sense in the current macroeconomic and geopolitical context at a time when overall risk appetite is growing. It should be viewed in the same manner as a sudden low tide that precedes a tsumani which I believe will be unleashed by the validation of the Wits 2.0 Hypothesis during H1 of 2018. The presentations and interviews of the companies in my sessions are posted below. Also worth checking out is the 45 minute Panel Discussion - Where to Invest done November 11 featuring Gwen Preston as moderator, Jay Taylor, Greg McCoach and John Kaiser.
MIF Company Presentation and Interview Video Links
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.
John Kaiser and Cory Fleck discuss the implications of Novo's Pilbara story for other landowners on the Pilbara craton as well as the strategic acquisition last week by Artemis which elevates its status from "son of Novo" to "brother of Novo" (Audio Link - 23:23 minutes). Below are links to some prior interviews:
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.
