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Kaiser Media Watch Blog - January 1, 2021 to January 31, 2021


KRO Blog Overview
The KRO Blog is where unrestricted content of a time sensitive nature is posted. It includes the Kaiser Media Watch Blog which features content involving John Kaiser produced by third parties such as the Discovery Watch series by HoweStreet.com, interviews by outfits such as Investing News Network, SDLRC related commentary, the KRO Monthly Summaries, and just about anything else John writes that is not intended exclusively for the fee based KRO Membership.


Posted: Jan 20, 2021JK: Discovery Watch January 20, 2021 with Jim Goddard and John Kaiser
Published: Jan 20, 2021HSC: Discovery Watch January 20, 2021: Why the Bounce for Namibia Critical Metals?
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 through the Spec Value Rating System. Jim and John will periodically circle back to review the projects and if necessary close them out as no longer worth watching. Check out the catalog of KRO Free Stuff. KRO offers a USD $450 Annual Individual Membership. This Discovery Watch session is available via YouTube or Podcast.

Discovery Watch Audio Links
Namibia Critical Metals Inc (NMI-V)





Grootfontein Namibia - Other 2-Target Drilling Au Jan 20, 2021 - 0:00:01

Yorbeau Resources Inc (YRB-T)





Lemoine Canada - Quebec 2-Target Drilling Cu Zn Au Ag Jan 20, 2021 - 0:09:44

Bold Ventures Inc (BOL-V)





Traxxin Canada - Ontario 2-Target Drilling Au Jan 20, 2021 - 0:16:54

Disclosure: JK owns Namibia Critical and Yorbeau; Namibia Critical and Yorbeau are Bottom-Fish Spec Value rated Favorites; Bold is Bottom-Fish Spec Value rated.

Posted: Jan 13, 2021JK: Discovery Watch January 13, 2021 with Jim Goddard and John Kaiser
Published: Jan 13, 2021HSC: Discovery Watch January 13, 2021: North America's 2nd Best Rare Earth Deposit!
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 through the Spec Value Rating System. Jim and John will periodically circle back to review the projects and if necessary close them out as no longer worth watching. Check out the catalog of KRO Free Stuff. KRO offers a USD $450 Annual Individual Membership. This Discovery Watch session is available via YouTube or Podcast.

Discovery Watch Audio Links
Norden Crown Metals Corp (NOCR-V)





Gumsberg Sweden - Other 2-Target Drilling Zn Pb Ag Jan 13, 2021 - 0:00:01

Defense Metals Corp (DEFN-V)





Wicheeda Canada - British Columbia 4-Infill & Metallurgy REM Jan 13, 2021 - 0:11:55

Harfang Exploration Inc (HAR-V)





Serpent Canada - Quebec 2-Target Drilling Au Cu Jan 13, 2021 - 0:24:24

Disclosure: JK owns none of the companies featured; Harfang is a Bottom-Fish Spec Value rated Favorite; Defense Metals and Norden Crown are Bottom-Fish Spec Value rated.

Posted: Jan 8, 2021JK: Discovery Watch January 8, 2021 with Jim Goddard and John Kaiser
Published: Jan 8, 2021HSC: Discovery Watch January 8, 2021: Rio Tinto has Scandium For Sale
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 through the Spec Value Rating System. Jim and John will periodically circle back to review the projects and if necessary close them out as no longer worth watching. Check out the catalog of KRO Free Stuff. KRO offers a USD $450 Annual Individual Membership. This Discovery Watch session is available via YouTube or Podcast.

Discovery Watch Audio Links
Scandium Intl Mining Corp (SCY-T)





Nyngan Australia - New South Wales 8-Construction Sc Jan 8, 2021 - 0:00:01

Verde Agritech Plc (NPK-T)





Cerrado Verde Brazil 9-Production K Jan 8, 2021 - 0:20:31
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)
Tsodilo Resources Ltd (TSD-V)





Xaudum Iron Botswana 4-Infill & Metallurgy Fe Jan 8, 2021 - 0:29:19

Disclosure: JK owns Scandium Intl, Tsodilo and Verde Agritech; Scandium is a Bottom-Fish Spec Value rated Favorite, Verde Agritech a Good Spec Value rated Favorite; Tsodilo is Unrated.

 
 

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