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Kaiser Research Online: the ultimate free navigation tool for Resource Sector Investors
Kaiser Research Online has three levels of access: 1) Anonymous Guest, 2) Kaiser Research Online (KRO) Individual Membership, and, 3) KRO Corporate Membership (multi-user). An individual or corporate membership provides full access to all KRO features. Effective January 1, 2019 the annual KRO Individual Membership fee is USD $450. We also offer a 90 day KRO Individual membership for USD $200. The KRO Corporate Membership allows up to 5 simultaneous users, does not include Slack access, and is available on a USD $1,000 annual basis. Visit Membership Packages and KRO Guide for details about the fee based part of KRO. Here is where you find out about all the free features available at KRO to help you navigate the resource sector space. The free part of KRO for "anonymous guests" is built around "Resource Centers" which also feature project location maps. In some contexts the project icon is for the company's flagship project, in others it will be any projects related to the Resource Center theme. Why is so much stuff free when the site does not feature advertising? The Resource Centers all include links to restricted KRO member only material and are designed to make it easy for KRO members to look at stuff and log in only when necessary to access information that is expensive to compile and knowledge that is difficult to generate, neither of which is ever free. Anonymous guests get a free ride which we hope eventually convinces them to pay for full KRO access.
General Resource Centers
Free Corporate Profiles is a list of all KRO companies (TSX, TSXV, CSE and ASX) involved in the resource sector that also includes the end of day market activity for each company usually updated by 8 pm pst. It is important to understand that we feature every company listed on these exchanges if the are involved in the resource sector. The KRO logo links to the KRO Company Profile which is restricted to KRO members. The TSC logo links to the company within the Share Collective, a startup founded by John Kaiser. The company name (ie Nevada Exploration Inc) links to its Free Corporate Profile which has information about company basics and its projects as well as links to company news releases and KRO comments, both of which are restricted to KRO members. If we have at least approximate project location coordinates for a project it includes a Google Earth map so that you can explore the project area. Each project also has a link to its location within the KRO Company Profile. If the company is a KRO Corporate Member we turn on the links to its home page and any project pages they have. It also has the option of providing a brief corporate overview.
News this Week lists in alphabetical order all company news releases published during the current week. We include links to outside resources such as the company web site, but what is really cool that nobody else has are two charts, a long term one and a 90 day chart. The news releases are updated after 9 am pst and again after 1:30 pm pst. The map features the flagship projects with the icons colored white for the most recent day.
Why have a report devoted to Last Week's News? Ordinary speculators cannot compete in the "hot off the press" market which reacts instantly to news that appears positive or negative. There are rare cases where the big picture positive or negative implications are so great that even late arrivals can still benefit by acting "late in the day". But in most cases the longer term implications elude a short term oriented market which is why we like to examine the news when the market dust has settled for which the short term chart is really handy.
Kaiser Blog The Kaiser Blog is the channel where John Kaiser posts unrestricted content. There are 3 types of Blog posts. The first is the Kaiser Media Watch series which documents any publicly available content that involves John Kaiser such as Discovery Watch interviews and conferences such as the Metals Investor Forum. The second is guest commentaries such as the Highlights written by Brooke Clements each month when Pat Sheahan publishes her monthly diamond references. The third is whatever random topic John Kaiser decides to pontificate about. Whenever something gets posted to the Kaiser Blog, John Kaiser usually tweets a description with a link to Twitter followers of @KaiserResearch. As a policy we only follow public companies and personalities who comment on topics relevant to the resource sector. Twitter may also be used to tweet the publication of KRO Member only content, but since KRO members can also register at KaiserResearchOnline.Slack.com which we use first to notify members about new content, it is not a primary communication channel.
Specialized Resource Centers
Discovery Watch is a weekly 15-30 minute audio show produced by HoweStreet.com where Jim Goddard interviews John Kaiser about resource juniors with projects that have caught John's attention. It was launched in September 2016 with the idea of putting the spotlight on potential and emerging discovery exploration stories as well as advanced projects with an unusual twist. When a Discovery Watch episode is posted on YouTube we publish a Kaiser Media Watch Blog which isolates each company and the project discussed, provides links to KRO resources, and a YouTube link to the time when the discussion about that company starts. These YouTube Discovery Watch links also show up in the Resource Centers and the Free and Member Only company profiles in case anybody wants to listen to all the episodes for a company when its "discovery" story has become hot. We also tweet when the KMW blog has been posted. The main Discovery Watch page is an alphabetical listing of all the companies featured with the individual DW episode links. None of the companies featured have paid a sponsorship fee to KRO though some may be Discovery Watch advertisers who are clients of Howestreet.com which does not pay a fee to KRO. Our rationale for providing this free service is to stimulate broader market interest in discovery exploration and a desire to subscribe to a KRO Individual Membership.
KRO Conference Center is a resource that provides access to companies presenting at a conference. John Kaiser is a regular speaker at the Metals Investor Forum which has a very well thought out format that includes YouTube videos of presentations and interviews. One of the drawbacks of being physically present at a conference is that one spends a lot of time interacting with other people, which does not leave much time for watching the program. In his 30 years of resource sector conference going JK has learned that the greatest value comes from chance encounters that alert him to new ideas and generate dots that suddenly allow ones he already has connect. When MIF publishes the videos KRO assembles them into a format which makes it easy for JK to view those presentations and interviews he missed. By assembling the charts, links to KRO and external resources, as well as news releases and KRO comments (both restricted to members only), JK saves himself a lot of time drilling deep when a company interests him. KRO members can do the same, and everybody else can do almost the same for free.
Commodity Resource Centers
The Metals Center is an educational resource intended more for teachers than investors, though the latter can benefit enormously. In 2009 John Kaiser embarked on a project of digitizing the annual metal production reports the USGS has published since 1930, all of which are now available online as scanned pdfs of the original paper reports. THE USGS has embarked on a similar project but has given up on making the result a public good because of reporting variations and the liability headaches associated with providing a continuous dataset. But we are only interested in a rough idea about how the past unfolded, so we have a work in progress underway manually inputting all that old data and normalizing it as best as we can. The Metals Center provides graphics of the result of this ongoing effort. The rare earth bubble in 2009-2011 taught JK the importance of knowing where metal supply comes from, and also what they are used for. It is remarkable how inaccessible such information is on the web. Security of supply became a joke of a concept in the age of globalization that followed the collapse of the Soviet Union in 1991. The rise of China as a rival to the USA makes security of supply thinking relevant again; the isolationist, protectionist policy of the US administration is accelerating its timeliness. For anybody not already steeped in the history of metal supply, the Metals Center is a fast track to becoming very well informed. For KRO members only each metal page has a KRO Search Engine link that displays all projects with a focus on the metal of that page. As we gradually pull all this together we will create metal specific resource centers.
The Diamond Resource Center reflects John Kaiser's interest in diamonds since that day in late 1991 when he watched a news release scroll off the thermal print system at the brokerage firm where he was research director describing Dia Met's recovery of diamonds in some place called Lac de Gras. The resource juniors were in a bear market and JK sensed, this was going to change a lot of things; as it turns out, a lot more than he ever imagined. Today interest in diamond resource juniors is in a deep slump, and the rise of cheap synthetic gem diamonds has even put into question the viability of natural diamond production. In 1991 diamond exploration lore was very primitive; much has changed since that time and JK even played a role in pushing for diamond reporting systems that are useful. The Diamond Resource Center keeps track of companies involved with diamonds, simply because JK is one of the few independent analysts who understands the data flow. But the Diamond Resource Center is much more than a window into those juniors still looking for diamonds or mining them. It has become the host for the diamond references Patricia Sheahan has been compiling since the eighties and emailing as a monthly pdf to the diamond illuminati of the world. This was not a commercial enterprise but a labor of love. In 2015 JK approached Pat Sheahan about converting her reference data into an online resource and she agreed. Inside the Diamond Resource Center is the Sheahan Diamond Literature Reference Compilation. Over 150,000 references, technical, media and corporate, going back to 1850, painstakingly compiled by Pat Sheahan, now available as annual lists, through region and keyword based lists, and alphabetically by authors. If you are interested in diamonds or their history, this is where you go. But it is also of interest to people curious about ancient geology, for diamonds are a window into the earth's past. And it is certainly of interest to academics trying to keep track of the latest thinking in the diamond related sphere. Each month JK tracks down the urls for the online locations of the articles, and grabs the abstracts. When the diamond illuminati gets its monthly email with the pdf version, they scan it for interesting titles, and then rush to the Diamond Resource Center where they can read the abstracts for the technical references, and click through to buy the full article if relevant to their needs. They can also click on the media references to get caught up on the entire diamond sector. This is not of much value to diamond resource junior speculators these days, but certainly of value to a much broader community.
The Scandium Resource Center focuses on an obscure element that makes aluminum very special. It is more abundant in the earth's crust than lead, but it is a dispersoid which does not easily concentrate. There is no primary scandium production in the world. All is by-product from rare earth mines, uranium in situ leaching, and titanium dioxide waste stream stripping. Without primary scalable supply at a stable price, demand cannot grow. The discovery of unusually scandium enriched laterite deposits in Australia 15 years ago is solving this problem. Within a decade demand may grow from 20-30 tpa scandium oxide to 1,000 tpa plus representing a $2 billion plus market as primary scalable supply emerges. Most do not think so - just check out how the 3 Amigos handle it in this Scamium or Scandium clip. There are less than a dozen juniors with a plausible scandium project and they are all fighting the "chicken and the egg" problem associated with scandium. John Kaiser became interested in scandium in late 2010. Here you can monitor the struggle for free.
Regional Resource Centers
The Country Profiles Resource Center is a list of all countries which in turn have a free KRO page which has information about that country (a work in progress), a map with all the projects of KRO companies for which we have at least approximate coordindates, and a list of all companies with a flagship project in that country. The company name links to the Free Company Profile which has all the company's projects plus links to KRO member only resources. It also includes a link to that company in the Share Collective. The real free value of this Resource Center is that if you click on any project icon on the map, it will pop up an "information card" with charts, some basic info, and links to the KRO company profile and the Free Corporate Profile.
The State Province Profiles Resource Center is similar to the Country Profiles Resource Center except that it features a list of all Canadian provinces and American states in which a KRO resource company has a project. Our mandate is to feature every TSX. TSXV. CSE and ASX listed company with a primary focus on the resource sector and track each current project. This is somewhat of a nightmare goal which makes it easy for people to complain, "your site is out of date" or "has wrong information". It is a nightmare because public companies are generally horrible at keeping their web sites up to date, our primary source for project information, and even more horrible at providing the basic information an investor needs to understand where it is located, what the ownership terms are, what the geological model might be, what has historically been done, and what the going forward plan is. But enough to a really good job that we persist and cross our fingers that the others will eventually match the standard or go away as a cannabis story.
The Back to America Resource Center features a list of all companies with a flagship project in the United States. It is similar to the USA page accessed by the Country Profiles Resource Center, but has been set up for investors who recognize that the rejection of globalization by the current US administration will disrupt global metal supply channels which in turn will stimulate a quest for domestic metal supplies. It is one thing to be focused on making speculative capital gains regardless of the story. But if investors can find a money-making target and feel that by making money they are also fostering a greater good, they will discriminate among the choices. It is not here yet, but John Kaiser thinks the Humpty Dumpty Show will very soon, if not already, reach a point of no return where thinking about domestic supply of essential metals, as well as non-essential metals such as good, will become a patriotic duty of Americans. And because everybody loves a trend, investors from the rest of the world are well advised to monitor projects based in the United States.
The Nevada Resource Center features all companies tagged as having a meaningful project focus on Nevada. Unlike the page accessed by the State Province Resource Center, the Nevada RC includes a daily market activity list, charts for each company and links to both KRO and external online resources, and a listing of news releases and KRO comments.
The Pilbara Resource Center features all companies tagged as having a project on the Pilbara Craton in Australia where the big story is the yet to be confirmed economic potential of billions of gold ounces squirreled away within the conglomerate unit sandwiched between the 3.0 Ga basement and 2.8 Ga Mt Roe Basalt. This page includes a daily market activity list, charts for each company and links to both KRO and external online resources, and a listing of news releases and KRO comments. The initial hope for fast validation in 2017 has subsided but the Pilbara Wits 2.0 story has not been killed as a sub-economic bust. It may take several years, but it could become one of the greatest discovery stories ever made by a junior.
The XPLOR Quebec Resource Center was inspired by John Kaiser's participation in the October 2018 AME conference in Montreal which featured mainly Quebec focused companies.
The Golden Triangle Resource Center features companies with projects located in the northwestern part of British Columbia which has been a remarkable source of discoveries for resource juniors. This page includes a daily market activity list, charts for each company and links to both KRO and external online resources, and a listing of news releases and KRO comments.

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