Kaiser Watch July 15, 2022: How have the KRO Favorites done so far in 2022? |
Jim (0:00:00): John, you just came back from a vacation in the east Sierra. This was your third trip to the Mammoth Lakes area. What keeps pulling you to this part of the Sierra? |
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The East Sierra between Mono Lake and Bishop is a Geological Wonderland |
John Kaiser's Power Past and Present |
Long Valley - 700,000 year old super volcano watching and waiting |
700 year old Panum Crater next to Mono Lake |
Bodie Gold Mining Town and Bristlecone Pine in White Mountains |
Chocolate Peak and Lakes |
Columns at Crowley Reservoir and Triceratops at Aeolian Buttes |
Jim (0:10:32): How did the Kaiser Favorites do during the second half of 2022? |
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DJIA 1920 vs 2010 Comparison and YTD Returns |
Long Term Chart of TSXV Traded Value for Resource and Non-Resource Listings |
Short Term Chart of TSXV Traded Value for Resource and Non-Resource Listings |
KRO Favorites 2022 Index |
KRO 2022 Favorites Returns as of July 15, 2022 |
Jim (0:15:49): Perpetua Gold and Galway Metals are down 37% and 34%. Do you think they are close to bottom? |
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Perpetua Gold Corp (PPTA-T)
Favorite Good Spec Value |
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Stibnite |
United States - Idaho |
7-Permitting & Feasibility |
Au Sb |
Galway Metals Inc (GWM-V)
Favorite Fair Spec Value |
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Clarence Stream |
Canada - New Brunswick |
4-Infill & Metallurgy |
Au Sb |
Long Term Annual Average Gold Price Chart including 1980 gold at $400 inflation adjusted |
Long Term Chart of Daily Holding Change for GLD Gold Trust |
Gold Price based DCF After-Tax NPV Sensitivity Chart for Perpetua's Stibnite Project |
Outcome Visualization for Galway's Clarence Stream Project as Open-Pit Scenario |
Jim (0:20:00): Aurion Resources and Eskay Mining are both gold exploration juniors that are down 56% and 34% respectively. What do you think of them at current levels? |
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Aurion Resources Ltd (AU-V)
Favorite Fair Spec Value |
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Kutuvuoma |
Finland - Other |
3-Discovery Delineation |
Au |
Eskay Mining Corp (ESK-V)
Favorite Fair Spec Value |
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Eskay |
Canada - British Columbia |
3-Discovery Delineation |
Au Ag Cu Pb Zn |
Jim (0:24:25): FPX Nickel is up 6%, one of only 2 KRO Favorites up for the year. What is the outlook for FPX Nickel? |
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FPX Nickel Corp (FPX-V)
Favorite Bottom-Fish Spec Value |
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Decar |
Canada - British Columbia |
6-Prefeasibility |
Ni |
Long Term Chart for Nickel Price and Warehouse Stocks |
Nickel Price based DCF After-Tax NPV Sensitivity for FPX Nickel's Decar Project |
Jim (0:30:37): Northwest Copper and P2 Gold, both with advanced copper projects, are down 62% and 47%. Has anything gone wrong except the copper price? |
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Northwest Copper Corp (NWST-V)
Favorite Fair Spec Value |
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Kwanika |
Canada - British Columbia |
5-PEA |
Au Cu Ag Mo |
P2 Gold Inc (PGLD-V)
Favorite Fair Spec Value |
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Gabbs |
United States - Nevada |
4-Infill & Metallurgy |
Au Cu |
Long Term Chart of Copper Prices and Warehouse Stocks |
Outcome Visualization for PG Gold's Gabbs Project at Existing Resource |
Jim (0:36:11): Verde Agritech is up 139% for the year though that is just over half its peak earlier this year. Are you still bullish on Verde Agritech? |
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Verde Agritech Plc (NPK-T)
Favorite Good Spec Value |
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Cerrado Verde |
Brazil - Other |
9-Production |
K |
Disclosure: JK owns FPX Nickel and Verde Agritech; Aurion, Eskay Mining, Galway metals, Northwest Copper and P2 Gold are Fair Spec Value Favorites, FPX and Verde Agritech are Good Spec Value rated Favorites |