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 KRO Theme Indices
    Publisher: Kaiser Research Online

 
KRO Theme Indices
KRO Theme Indices are constructed to serve as a tool for comparing the performance of a thematically united group with that of the TSXV Index as well as the performance of each index member to the index itself. Each Theme Index Report will feature long and short term general charts of the theme index and TSXV index normalized to the official start date of the theme index, plus a normalized index of the associated commodity such as gold if applicable, followed by charts comparing the member company normalized to the theme index and the associated commodity. This report also contains information about when a company was added to an index and the portion it represents. All indices start with an equally weighted membership, but subsequent additions are added with the initial member weighting regardless of where the index has ended up. Some indices are "backdated", meaning they include index values prior to the "equal weighting" start date of the initial membership. When a member is delisted from trading pursuant to a takeover bid or merger, or discontinued because it is no longer eligible, the index value contribution by the "discontinued" member stays in the index. However, members who graduate to a higher level index, such as a junior gold producer becoming an intermediate gold producer, will remain as an active member of the lower index. The report will include links to the KRO profile for the member company, and the most recent "Index Member Comment", if any, published by John Kaiser.
Theme Type Focus Index Type Theme Title Description
Tools Trends N/A Index Trend Spotter Ranks KRO indices according to the number of consecutive days it has been up or down, ordered from most days up to most days down.



Index Out and Under Performers Features 6 reports designed to flag index members which have out or underperformed their index. 2 reports list companies by the number of consecutive days they have out or underperformed by at least 10%, 2 reports by 5%, and 2 reports by absolute number of days out or underperformed by any margin. Companies that did not trade are excluded.
Recommendations Spec Value Picks Main Spec Value Hunter 2017 Index Features good and absolute relative spec value hunter recommendations made in 2017, starting with the keepers migrated from the Spec Value Hunter 2016 Edition effective December 30, 2016.


Main Spec Value Hunter 2016 Index (Closed) Features good and absolute relative spec value hunter recommendations made in 2016, starting with the keepers migrated from the Spec Value Hunter 2015 Edition effective December 31, 2015. Discontinued December 30, 2016


Main Spec Value Hunter 2015 Index (Closed) Features good and absolute relative spec value hunter recommendations made in 2015, starting with the keepers migrated from the Spec Value Hunter 2014 Edition effective January 2, 2015. Discontinued December 31, 2015


Main Spec Value Hunter 2014 Index (Closed) Features good and absolute relative spec value hunter recommendations made in 2014, starting with the keepers migrated from the Spec Value Hunter 2012 Edition effective January 3, 2014. Discontinued January 2, 2015.

Bottom-Fish Main Bottom-Fish 2016-17 Index Features bottom-fish from the 2016-2017 Edition launched on December 31, 2015.


Main Bottom-Fish 2014-15 Index (Closed) Features bottom-fish from the 2014 Edition launched on January 3, 2014. Closed out on December 31, 2015

Conferences Basket Tomorrow's Winners A&F Oct 2013 Features 8 KRO recommendations which presented at Academy & Finance's "Resource Investing with John Kaiser" mini-conferences in Geneva on Oct 1 and Zurich on Oct 3, 2013. Unrestricted

Conferences Main Sprott-Stansberry 2015 Symposium Exhibitor Index Features the 51 TSX/TSXV listed companies that exhibited at the Sprott-Stansberry 2015 Symposium in Vancouver on July 28-31, 2015. Unrestricted
Area Play McFauld's Lake Main McFauld's Lake Index (Closed) The McFauld's Lake area play that erupted in Sept 2007 was the inspiration for creating the first regional index to track group and relative performance of a conceptually linked group of juniors. To qualify a company needed a minimum 25% net interest in property within 150 km radius of Eagle One deposit in McFauld's Lake region of northern Ontario. Discontinued Feb 26, 2014 due to irrelevance as a regional play.
Country Colombia Main Colombia Country Metals Index (Closed) Companies which have a dedicated focus or significant precious or base metals project in Colombia. Discontinued on June 19, 2015 due to heavy membership attrition.
Regional Nevada Main Nevada Gold Expl 2012 Index Includes companies with a primary focus on Nevada involving a gold exploration project whose feasibility has not yet been established. Created on August 31, 2012 to replace the Nevada Junior Gold Regional Index.

Quebec Main Quebec 2013 Regional Index Companies are eligible for initial membership if they have a meaningful project focus in Quebec supported by being headquartered in Quebec or having a field office, or, failing that, their Quebec project is their flagship, and the company has positive working capital or a stock price above $0.05.

Yukon Main Yukon Regional Index (Closed) The Yukon index was created in 2010 to track the regional exploration interest generated by Underworld's White Gold discovery. It consists of companies which have a major project in the Yukon or focus at least 50% of their exploration efforts on Yukon projects. The KRO Yukon Regional Index was discontinued on April 23, 2015 due to heavy attrition as juniors gave up their focus on Yukon projects and due to extensive rollback activity that has diminished the sensitivity of the index to market activity affecting its members.
Single Page Display of short term Commodity Charts and 120 Day Performance
Commodity Diamonds Main Cdn Diamond Juniors Index (Closed) Created Jan 4, 2005, this Cdn junior diamond index includes TSX and TSXV listed companies whose primary focus is diamond exploration or mining. Discontinued December 30, 2011 due to heavy membership attrition from takeovers and strategic decisions to branch into other metal exploration or give up entirely on diamonds.


Main KRO Diamond Index Established December 30, 2011 to replace the discontinued Cdn Junior Diamond Index, the KRO Diamond Index includes TSX and TSXV listed companies whose primary focus is bedrock diamond exploration or mining.

Gold Main Major Gold Producer Index Company produces at least 500,000 ounces gold annually and is listed on a North American stock exchange.


Main Intermediate Gold Producer Index Company produces 100,000-500,000 ounces gold annually and is listed on a North American stock exchange.


Main Junior Gold Producer Index Company produces 25,000-100,000 ounces gold annually and is listed on a North American stock exchange.


Main 2013 Major Non-Producer Gold Index Effective July 26, 2013 replaces the Major Non-Producer Index which had an effective date of January 2, 2003. It includes companies primarily involved in the exploration and development of an gold project. Index eligibility occurs when the company reports a net gold resource in excess of 3 million oz whose GMV represents more than 50% of the total GMV in a dual metal resource, and more than 40% of the GMV in multi-metal resources. Unlike the discontinued index, companies which are index members and commence commercial production are frozen in the index at the price when commercial production is announced.


Main 2003 Major Non-Producer Gold Index (Closed) Non-producing companies primarily involved in the exploration and development of a gold project. Index eligibility occurs when the company reports a net gold resource in excess of 3 million oz whose GMV represents more than 50% of the total GMV in a dual metal resource, and more than 40% of the GMV in multi-metal resources. Companies which are index members and commence commercial production stay in the index. Due to the large number of taken over companies, this index is superseded by the KRO 2013 Major Non-Producer Gold Index which includes only active listings effective July 26, 2013. Although now discontinued, because this index was effective January 2, 2003, it provides a good review of how the juniors performed during the 2003-2013 gold boom.


Main 2013 Intermediate Non-Producer Gold Index Effective July 26, 2013, features non-producing companies with a net gold resource in the range of 1-3 million oz for at least one deposit, with the gold content exceeding 50% of the overall GMV in the case of multi-metal deposits. When an index member graduates to the Major Non-Producer Gold Index, drops to the Junior Non-Producer Gold Index (ie a farmout), or commences production, its index value is frozen. This index supersedes the 2003 Intermediate Non-Producer Index.


Main 2003 Intermediate Non-Producer Gold Index (Closed) Company is primarily involved in the exploration and development of an gold project. Index eligibility occurs when the company reports a net gold resource in the range of 1-3 million oz. Companies which are index members and commence commercial production or graduate to the Senior Non-Producer Index stay in the index. Due to the large number of taken over companies, this index is superseded by KRO 2013 Intermediate Non-Producer Gold Index which includes only active listing effective July 26, 2013. Although now discontinued, because this index was effective January 2, 2003, it provides a good review of how the juniors performed during the 2003-2013 gold boom.


Main 2013 Junior Non-Producer Gold Index Effective July 26, 2013, features non-producing companies primarily involved in the exploration and development of an gold project, with the gold content exceeding 50% of the overall GMV in the case of multi-metal deposits. Index eligibility occurs when the company reports a net gold resource in the range of 500,000-1,000,000 oz. Companies which are index members and commence commercial production or graduate to the Intermediate Non-Producer Index are frozen in the index.


Main 2007 Junior Non-Producer Gold Index (Closed) Company is primarily involved in the exploration and development of an gold project. Index eligibility occurs when the company reports a net gold resource in the range of 500,000-1,000,000 oz. Companies which are index members and commence commercial production or graduate to the Intermediate Non-Producer Index stay in the index.

Silver Main Silver Index (Closed) Features companies which have positioned themselves as "silver" companies, in which case they must have either a minimum net resource of 10 million oz silver or a producing silver mine, or which have a polymetallic resource base in which silver represents the highest GMV percentage among the suite of metals present. Companies are added to the index on the day a major silver acquisition was made. Effective October 18, 2013 the Silver Index was discontinued and replaced by the Silver Explorer Index and the Silver Developer Index which feed the Silver Producer Index.


Main Silver Explorer Index Companies focused on exploring a project with silver as the primary target for which an economic study has not yet been published. Once a company has published an economic study and indicated it plans further work, it is frozen in the Explorer Index and added to the Silver Developer Index.


Main Silver Developer Index Silver Developer Index eligibility requires the company to have published an economic study for a project that has silver as its primary metal and which is the company's main focus. A company is also eligible if it has not published an economic study but is engaged in the advanced stages of developing a silver focused mine at any output level. Companies which achieve commercial production of at least 500,000 oz silver annually are frozen in the Silver Developer Index and added to the Silver Producer Index.


Main Silver Producer Index Company is primarily a silver producer and added at the startup of silver production.

Copper Main Intermediate Copper Index Company is primarily involved in the exploration and development of an advanced copper project. Index eligibility occurs when the company reports a net copper resource in excess of 2 billion lbs. Includes companies that are predominantly copper producers but excludes those with a market capitalization greater than $5 billion at start of index.

Nickel Main Junior Nickel Index Includes North American listed companies whose primary focus is the exploration and development of an advanced nickel project where nickel is the target metal.

Zinc Main 2014 Junior Zinc Index Includes North American listed companies whose primary focus is the exploration and development of an advanced zinc project where zinc is the dominant metal. Index created December 17, 2013 with 11 initial members.



Junior Zinc Index Includes North American listed companies whose primary focus is the exploration and development of an advanced zinc project where zinc is the dominant metal. Due to the large number of bankruptcies and zinc project dispositions this index started on January 5, 2005 was discontinued on December 31, 2013.

Molybdenum Main Junior Moly Index Includes North American listed companies whose primary focus is the exploration and development of a molybdenum project where molybdenum is the target metal.

Uranium Main Uranium Pounds in the Ground Index Companies become a member when they acquire a project with a historical uranium resource, or, if an exploration company, when they report a uranium resource estimate.


Main Uranium Exploration Juniors Index Includes companies which have made uranium exploration their primary focus, and which have not acquired a project with a historical resource, and have not yet reported a resource estimate for an exploration play. Index members which subsequently acquire a project with a resource or report a resource for a new discovery will be added to the Uranium Pounds in the Ground Index, but will also remain an active member of the Uranium Exploration Juniors Index.


Main Rare Earth Index Included in this index are Australian and Canadian listed public companies who are focused on the exploration, development and/or production of an advanced rare earth deposit. The one exception is Neo Materials which has specialized in sourcing rare earth oxides from Chinese producers and processing them into downstream products. Neo is shifting toward developing its own rare earth supply outside of China. The index starts on Jan 2, 2004. Although some of the members owned a rare earth deposit before inclusion in the index, the timing of inclusion was based on the judgement as to when the junior publicly made its advanced rare earth project its primary focus.


Main Lithium Index Included in this index are Canadian listed public companies who are focused on the exploration, development and/or production of brine or hardrock sourced lithium. Because only a couple lithium juniors existed at the end of 2008, the index starts on July 2, 2009. The index was constructed on May 10, 2011; companies which claimed a lithium project but are now reporting on other metal projects are excluded, as are those who include lithium in their list of "rare metals" they are seeking.

Industrial Minerals Main Fertilizer Index Primary focus is development or production of a mineral such as potash or phosphate used as a fertilizer or feed supplement by the agriculture industry.
 
 

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