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Kaiser Media Watch Blog - March 1, 2020 to March 31, 2020


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: Mar 31, 2020JK: Collected Interviews for March 2020
Published: Mar 31, 2020KRO: Collected Interviews for March 2020

This 8 minute BNN Interview was done at PDAC on March 2, 2020 by Andrew Bell. The theme is the failure of the resource junior sector to attract a Post Boomer audience (people born after 1964) and the absence of an efficient mechanism whereby investors who cannot pass a millionaire means test can invest directly in juniors through a private placement.

This 13 minute interview in Toronto at PDAC was done by Georgia Williams on March 3, 2020 and posted by Investing News Network (INN) on March 8, 2020. (Direct YouTube Link).

This 14 minute John Kaiser Exclusive was done on March 18, 2020 by Cory Fleck of the Korelin Economics Report.

This 12 minute John Kaiser Exclusive was done on April 1, 2020 by Cory Fleck of the Korelin Economics Report.


Posted: Mar 27, 2020JK: Discovery Watch March 26, 2020 with Jim Goddard and John Kaiser
Published: Mar 26, 2020HSC: Discovery Watch March 26, 2020: Does the Pandemic help any Juniors?
Effective January 1, 2019 we have new Membership Fees and an expanded Spec Value Rating System. Check out the catalog of Free Stuff at KRO.

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. The projects will not be limited to companies he has covered as Bottom-Fish and Spec Value Hunter picks and will include projects that may be of interest only because they are in the limelight. Jim and John will periodically circle back to review the projects and if necessary close them out as no longer worth watching. KRO will keep track of projects mentioned through Discovery Watch with HoweStreet.com. Discovery Watch is available via YouTube or Podcast.

Discovery Watch Audio Links
Opus One Resources Inc (OOR-V)





Noyell Canada - Quebec 2-Target Drilling Au Mar 26, 2020 - 0:00:01

NioBay Metals Inc (NBY-V)





James Bay Canada - Ontario 4-Infill & Metallurgy Nb Mar 26, 2020 - 0:09:36

Verde Agritech Plc (NPK-T)





Cerrado Verde Brazil 6-Prefeasibility K Mar 26, 2020 - 0:14:20
The main focus of Discovery Watch is to highlight the potential for a new exploration discovery or spotlight an unfolding discovery, and in that sense Verde Agritech Inc should not be featured on DW. But NPK's story is different type of discovery, namely the discovery that the multi-billion tonne "verdete slate" resource in Brazil, a potassium silicate compared to the salt based evaporite beds in Saskatchewan and eastern Europe from which the fertilizer potassium chloride is recovered, could compete with conventional KCl in Brazil. The assumed problem with the verdete slate is that without heat treatment in a rotary kiln which alters the chemical bonds of the silicate, the potassium is not available for plant update. NPK spent much of the decade studying the ThermoPotash process for converting the verdete slate into a whole rock fertilizer running 9%-11% K2O compared to the 60% K2O of KCl, and even developed the Cambridge process for converting the green rock into conventional KCl which proved subeconomic below $300/tonne where KCl ended up. But in late 2015 the scientists running the agronomic studies to prove the efficacy of ThermoPotash compared to KCl (which proved successful), noticed that the control plots fertilized with ground up, untreated verdete slate did just as well. Closer investigation revealed that while the silicate was indeed inert when exposed to water, it was being broken down in the presence of the secretions formed through a complex interaction between soil micro-organisms and plant roots. CEO Cris Veloso "discovered" that the verdete slate only needed to be quarried, crushed and milled to produce a natural whole rock product that he decided to market as Super GreenSand, both in small lots via Amazon in western markets to organic gardeners, and in large truckloads to Brazilian farmers. A PFS with a small CapEx for a staged internally funded expansion scenario from 300,000 tpa to 25 million tpa was completed in 2017. It has a wild and crazy $2 billion plus NPV which the market has ignored because the additional discovery it is watching for is Brazilian farmer adoption of SGS as an alternative to KCl. Quarrying permits arrived in mid 2018, so NPK missed part of the July-November planting and fertilizing window in the Brazilian crop cycle but did get a good demand response. Commissioning problems in 2018, however, hurt NPK's ability to fulfill all its orders. In 2019 NPK stumbled when a marketing campaign failed to generate enough orders to sell out the 170,000 tpa for which the phase I facility is currently permitted. 2020 is a key year because NPK has addressed initial operational and marketing issues. Will its pricing model, which is linked to fixed costs and the price of farm delivered KCl, be acceptable to farmers so that the internal cash flow funded expansion scenario outlined by the PFS becomes plausible? Will the farmers observe that the SGS fertilizer is just as effective as KCl in the plots they risked for this experiment, and come back in 2020 with much bigger orders? If NPK succeeds with its Super GreenSand marketing strategy it will be transformational for Brazil's current 90% import dependency on potassium chloride. The covid-19 crisis, with its potential to temporarily disrupt potash mining and shipping, creates a new urgency for Brazil's agricultural sector to adopt Super GreenSand as an alterative to imported potash.If NPK fills its permitted capacity order book and delivers the goods in 2020, while at the same time securing approval for a separate expanded quarrying permit, the stock will capture the market's attention. (Mar 27, 2020)
Disclosure: JK owns Opus One, NioBay and Verde Agritech; NioBay; NioBay is a Bottom-Fish Spec Value rated Favorite, Verde Agritech is a Good Spec Va;ue rated Favorite; Opus is Bottom-Fish Spec Value rated.

Posted: Mar 19, 2020JK: Discovery Watch March 19, 2020 with Jim Goddard and John Kaiser
Published: Mar 19, 2020HSC: Discovery Watch March 19, 2020: What will gold price be in the future?
Effective January 1, 2019 we have new Membership Fees and an expanded Spec Value Rating System. Check out the catalog of Free Stuff at KRO.

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. The projects will not be limited to companies he has covered as Bottom-Fish and Spec Value Hunter picks and will include projects that may be of interest only because they are in the limelight. Jim and John will periodically circle back to review the projects and if necessary close them out as no longer worth watching. KRO will keep track of projects mentioned through Discovery Watch with HoweStreet.com. Discovery Watch is available via YouTube or Podcast.

Discovery Watch Audio Links
VR Resources Ltd (VRR-V)





Ranoke Canada - Ontario 2-Target Drilling Cu Au Mar 19, 2020 - 0:00:01

Azimut Exploration Inc (AZM-V)





Elmer Canada - Quebec 3-Discovery Delineation Au Ag Mar 19, 2020 - 0:09:55

Midas Gold Corp (MAX-T)





Stibnite United States - Idaho 7-Permitting & Feasibility Au Sb Mar 19, 2020 - 0:20:10

Disclosure: JK owns none of the companies; VR Resources and Midas Gold are Good Spec Value rated Favorites, Azimut is a Fair Spec Value rated Favorite.

Posted: Mar 13, 2020JK: MIF Presentation Mar 1, 2020: Prophecy of Doom or Opportunity?
Published: Mar 13, 2020MIF: MIF Presentation Mar 1, 2020: Prophecy of Doom or Opportunity?

Direct YouTube link for John Kaiser MIF Talk

MIF Company Presentation and Interview Video Links
Eskay Mining Corp (ESK-V)
Presentation

Interview
Osino Resources Corp (OSI-V)
Presentation

Interview
The MIF presentation Prophecy of Doom or Opportunity? makes the main argument that the coronavirus will not spell the End Times but will provide an opportunity for a reset of the prevailing End Times mentality where dealing with the economic fallout may lead to fiscal stimulus geared toward infrastructure renewal which benefits the Post Boomers. The secondary argument is that the crisis will be the opportunity to teach Post Boomers how to think about resource juniors. The final part of the presentation uses the flagship project of Eskay Mining Corp to illustrate how to quantify the size of the prize, in this case Eskay Creek 2, and how to price the junior based on the current stage of the exploration-development cycle. As it turned out a good part of the Panel the day before dealt with the question on how should investors approach resource juniors.

Direct YouTube link for MIF Panel - "So what's really going on?"

Posted: Mar 7, 2020JK: This Week in Money: Jim Goddard interviews John Kaiser
Published: Mar 7, 2020HSC: This Week in Money: Jim Goddard interviews John Kaiser
New individual registrations and renewals will be temporarily suspended January 1, 2020 while we build a new web site. KRO will continue to operate in its current form during the transition with the difference that selected Trackers will become unrestricted to non-members after a short period. We cannot predict when the new site will be operational, so if you wish to be on board for 2020 we suggest you subscribe for a USD $450 annual individual membership before the end of 2019. The USD $1,000 annual multi-user Corporate Membership will continue to be available in 2020. Check out Membership Details.

This Week in Money is a weekly show hosted by Jim Goddard and sponsored by HoweStreet.com which features a wide range of commentators. The March 7, 2020 show is available via Podcast or YouTube. It starts at 44:32 and runs about 42 minutes; the different questions are broken out below along with any comments or graphics John Kaiser has provided.

0:44:32 - How was the attendance at PDAC?
0:50:59 - Boots on the Ground at the mining conference, what were you hearing from the delegates?
0:53:28 - What were the other takeaways from the PDAC?
1:03:39 - Is Investor Psychology changing for the junior mining sector?
1:07:29 - Are you bullish on the TSX Venture Exchange and the CSE - the Canadian Stock Exchange or do you fear the so-called PDAC Curse will hit them this year?
1:10:20 - Is money starting to flow back into the junior miners, following the run up in the Marijuana and Cryptocurrency juniors?
1:12:17 - Millennials were said to be active in the Marijuana and Cryptocurrency markets. Once the junior mining sector breaks out, do you think the millennials will be there for them?
1:14:09 - Could any of the junior resource sectors benefit this year from supply and demand issues?
1:17:47 - Due to Global uncertainty, trade wars, and the Corona Virus scare, could we see Gold and Silver spiking to new all time highs?
1:22:57 - Overall are you bullish or bearish on Canada's junior markets for 2020?
1:24:30 - If I gave you a million dollars to invest today, where would you put it?
1:25:52 - You live in California. Do you think your next car will be an electric?
1:26:31 - How can people find out more about Kaiser Research?

 
 

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