Kaiser Watch September 2, 2022: Will the juniors have a fall rally? |
Jim (0:00:00): How did the Kaiser Favorites do in August? |
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KRO 2022 Favorites Index as of September 2, 2022 |
KRO 2022 Favorites Performance as of September 2, 2022 |
Comparison of TSXV Resource vs Non-Resource Traded Value since 2009 |
US Jobs and Unemployment Rate Chart |
Jim (0:06:17): Verde Agritech at the moment is your only KRO Favorites winner this year. How do you think it will finish the year? |
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Verde Agritech Ltd (NPK-T)
Favorite Good Spec Value |
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Cerrado Verde |
Brazil - Other |
9-Production |
K |
Jim (0:10:37): Why is FPX Nickel down only 10% compared to the others? |
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FPX Nickel Corp (FPX-V)
Favorite Good Spec Value |
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Decar |
Canada - British Columbia |
6-Prefeasibility |
Ni |
Nickel Price and Warehouse Stock Levels Chart |
Global Nickel Supply 71% from Laterites 29% Sulphides |
Jim (0:16:33): Is there any common theme that explains the poor performance of your other favorites? |
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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 |
Copper Price and Warehouse Levels Chart |
Very modest copper supply growth during past decade |
The IMF better revise its GDP proejctions downward to prevent copper from soaring |
Jim (0:21:39): How have your gold focused Favorites done? |
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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 |
Gold Price in comparison with $400 gold in 1980 inflation-adjusted |
What does the future hold if Powell replicates Volcker? |
This chart shows what it took in 1978 to subdue inflation! |
The GLD has now lost ounces relative to the start of 2022 |
Jim (0:25:33): How are your discovery focused Favorites doing? |
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Aurion Resources Ltd (AU-V)
Favorite Fair Spec Value |
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Risti |
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 |
Snowline Gold Corp (SGD-CSE)
Unrated Spec Value |
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Rogue |
Canada - Yukon Territory |
3-Discovery Delineation |
Au |
Jim (0:32:07): What sort of juniors are you going to be focused on after Labor Day? |
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Patriot Battery Metals Corp (PMET-V)
Unrated Spec Value |
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Corvette |
Canada - Quebec |
3-Discovery Delineation |
Li |
Disclosure: JK owns shares of FPX Nickel and Verde Agritech; Aurion, Eskay Mining, Northwest Copper, and P2 Gold are Fair Spec Value rated Favorites, FPX Nickel, Perpetua and Verde Agritech are Good Spec Value rated Favorites |