Kaiser Research Online is an information portal featuring all resource companies listed on the ASX, TSX, TSXV and CSE. Membership is available as an Individual Annual KRO Membership at USD $450 and as Multi-User Corporate Annual KRO Membership at USD $1,000. Use your Email to retrieve your login credentials if you have previously registered. See Membership Details for an overview of KRO.
The KRO Summary lists all Trackers and Blogs published during the designated weekly or monthly period so that so readers can easily catch up on what they may have missed. We no longer notify KRO members by email about new material except in special circumstances. When a Tracker is posted at KRO we notify members through the KaiserResearchOnline Slack Workspace. If you are an active KRO member and not registered on Slack, please let us know and we will send the invite. We will Tweet the link so that Twitter followers can catch up at their leisure. The title links to the Tracker or Blog, the charts in the Discovery Watch Blog link to the YouTube audio segment for that company, and the Tracker charts link to the free Corporate Profile. Blog content is unrestricted but Trackers are always restricted to KRO members unless one has been tagged to become unrestricted.
KRO 2020 Favorites Edition up 97.7% at end of 2020
The KRO Favorites 2020 Edition based on prices as of December 31, 2019 finished 2020 up 97.7% have reaching a peak gain of 102.2% on August 17, 2020. The KRO Favorites 2020 group was down 24.5% on March 19 during the pandemic meltdown. We started 2020 with 24 Favorites, lost Balmoral Resources Ltd on May 20 with a 66.7% gain in place when it merged with Wallbridge, and Renaissance Gold Inc on Aug 18 with a 84.8% gain in place when it merged with Evrim to form a royalty company, added 13 new Favorites during the year, and said good-bye to Sun Metals Corp on Oct 2 for a 48.9% loss when I finally got fed up with that junior's disclosure policies. At the end of 2020 there were 34 Favorites in the 2020 Edition, of which 25 were continued into the KRO 2021 Favorites Edition at the prices prevailing on December 31, 2020. The ones discontinued all still have Bottom-Fish or Fair Speculative Value ratings, and some may eventually be reinstated as Favorites for 2021 depending on fundamental developments or major market price setbacks not related to negative fundamental developments. The table below reveals how each Favorite did in 2020 and if you look carefully you can see which ones were continued as 2021 Favorites. Although the first week of January was the strongest opening for resource juniors during the past decade, once again the rally was merely tracking a gold uptrend which failed after the first week. The KRO 2021 Favorites, which started with 30 companies, was up only 5% at the end of the first month for a year that promises to be very good for resource juniors on all metal fronts.
Namibia Critical Metals Inc was made a Bottom-Fish Spec Value rated Favorite at $0.135 on January 31, 2020 after the junior announced a deal on January 27, 2020 with JOGMEC on its heavy rare earth enriched Lofdal project in Namibia (Tracker Jan 31, 2020). NMI was first assigned a Bottom-Fish Spec Value rating at $0.13 on Dec 27, 2018 following the acquisition of the Namibian exploration assets of Gecko Namibia Pty Ltd which in turn is owned by the Genet South Africa Group controlled by Kobus Smi...