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Kaiser Watch Archive


Kaiser Watch Archive
Kaiser Watch is a weekly audio show produced by KaiserResearch.com with Jim Goddard and John Kaiser discussing the junior resource sector. The show has three parts: the first is a general topic, the second discusses developments involving the KRO Favorites which as of January 1, 2022 are no longer exclusive to KRO members, and the third is a peek inside the members only KRO Bottom-Fish Workshop. KRO is transitioning into a Do-It-Yourself research platform that covers all Canadian and Australian resource listings and which also features a Bottom-Fish Workshop where John Kaiser highlights juniors with solvable "missing pieces". Companies that graduate from the Workshop may become part of the Annual Favorites collection whose profiles and related commentary are unrestricted for non-members. Visit the KRO Favorites Dashboard for quick access to all the unrestricted Favorites related content. KRO is not sponsored or compensated directly or indirectly by public companies. The business model is based solely on membership fees in the form of a USD $450 Annual Individual Membership that at some point will increase substantially to reflect KRO's shift to a research platform. However, when the change happens active members will be grandfathered to renew indefinitely at the current rate provided they maintain a continuous paid membership. Kaiser Watch is available at Kaiser Research YouTube and as a Podcast downloadable from KaiserResearch.com. Each episode will be made available through the publication of a Kaiser Media Watch blog report which will provide links to specific questions and include supplementary graphics. All episodes will be archived at Kaiser Watch.
Sep 16, 2022Kaiser Watch September 16, 2022: Reality Check for NPK Guidance
Sep 8, 2022Kaiser Watch September 8, 2022: Emerging Discovery Plays at MIF
Sep 2, 2022Kaiser Watch September 2, 2022: Will the juniors have a fall rally?
Aug 25, 2022Kaiser Watch August 25, 2022: California's Zero ICE Dream & Lithium Mania 2.0
Aug 18, 2022Kaiser Watch August 18, 2022: Key NPK themes in Earnings Call Q&A
Aug 11, 2022Kaiser Watch August 11, 2022: NPK hits revenue and output targets for H1
Aug 5, 2022Kaiser Watch August 5, 2022: Time to tip toe back into the resource juniors?
Jul 28, 2022Kaiser Watch July 28, 2022: The time is right for emerging discovery plays
Jul 22, 2022Kaiser Watch July 22, 2022: An emerging high grade uranium discovery?
Jul 15, 2022Kaiser Watch July 15, 2022: How have the KRO Favorites done so far in 2022?
Jul 7, 2022Kaiser Watch July 7, 2022: Never exercise options without selling
Jun 30, 2022Kaiser Watch June 30, 2022: Summer drill plays for discovery bets
Jun 23, 2022Kaiser Watch June 23, 2022: Drilling timeline key to avoiding summer doldrums
Jun 16, 2022Kaiser Watch June 16, 2022: Is Goldman Sachs bearish about lithium?
Jun 9, 2022Kaiser Watch June 9, 2022: Lithium Dawn or Twilight's Last Gleam?
Jun 2, 2022Kaiser Watch June 2, 2022: NPK creeps onto Financial Times radar
May 26, 2022Kaiser Watch May 26, 2022: No more strategic ambiguity for China
May 19, 2022Kaiser Watch May 19, 2022: When small becomes beautiful who you gonna call?
May 12, 2022Kaiser Watch May 12, 2022: Story Paths to Success for MIF May 2022
May 5, 2022Kaiser Watch May 5, 2022: Is China a stealth gold hoarder?
Apr 28, 2022Kaiser Watch April 28, 2022: Does Elon Musk understand the mining sector?
Apr 21, 2022Kaiser Watch April 21, 2022: Has scandium's time finally come?
Apr 14, 2022Kaiser Watch April 14, 2022: How did the resource juniors do in Q1 of 2022?
Apr 7, 2022Kaiser Watch April 7, 2022: Brazil breadbasket to the rescue in H2?
Mar 31, 2022Kaiser Watch March 31, 2022: When should a junior mention magnesium?
Mar 24, 2022Kaiser Watch: March 24, 2022 - Will Russia-China Axis launch resource junior bull?
Mar 17, 2022Kaiser Watch March 17, 2022: Slowdown fears stall commodity rally
Mar 10, 2022Kaiser Watch March 10, 2022: Russia sanctions spike commodity prices
Mar 3, 2022Kaiser Watch March 3, 2022: How are the 2022 KRO Favorites doing?
Feb 24, 2022Kaiser Watch February 24, 2022: What is holding the resource juniors back?
Feb 17, 2022Kaiser Watch February 17, 2022: Key permit turns NPK into potash proxy play
Feb 10, 2022Kaiser Watch February 10, 2022: Is copper or gold a better resource junior story?
Feb 3, 2022Kaiser Watch February 3, 2022: Will Brazil reduce potash supply shock risk?
Jan 27, 2022Kaiser Watch January 27, 2022: Understanding District Rethink Plays
Jan 20, 2022Kaiser Watch January 20, 2022: Russia-Ukraine Implications for Juniors

Kaiser Watch September 16, 2022: Reality Check for NPK Guidance
Length: 0:29:43

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(0:00:00): What was the mood like at the Metals Investor Forum and did anything catch your attention?
(0:14:04): Verde Agritech revised its production guidance for 2022 downward last week. What was that all about?
(0:24:52): Does FPX Nickel have a potential clean solution for Tesla's nickel sulphate supply problem?
FPX Nickel Corp (FPX-V)





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Headwater Gold Inc (HWG-CSE)






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Patriot Battery Metals Corp (PMET-V)






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Verde Agritech Ltd (NPK-T)





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Kaiser Watch September 8, 2022: Emerging Discovery Plays at MIF
Length: 0:51:41

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(0:00:00): This weekend you will be in Vancouver for the Metals Investor Forum which runs September 9-10. You call the five companies in your session "emerging discoveries". What does that mean and why is that the topic of your presentation?
(0:13:59): Arctic Star Exploration is a diamond junior with a property De Beers explored decades ago. Why do you think Diagras is an emerging diamond discovery?
(0:26:36): Canalaska Uranium has been working in the Athabasca Basin for decades. Why do you think West McArthur is an emerging uranium discovery?
(0:32:33): Copper Lake Resources is exploring a polymetallic project which majors and juniors have explored since the sixties. Why do you think Marshall Lake is an emerging zinc-copper-silver discovery?
(0:37:56): Endurance Gold is exploring a gold property a junior run by a dowser explored for decades. Why do you think Reliance is an emerging gold discovery?
(0:42:24): VR Resources is exploring an intrusive complex that was visible as a magnetic anomaly in the James Bay Lowlands decades ago. Why do you think Hecla-Kilmer is an emerging rare earth discovery?
Arctic Star Exploration Corp (ADD-V)






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Canalaska Uranium Ltd (CVV-V)






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Copper Lake Resources Ltd (CPL-V)






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Endurance Gold Corp (EDG-V)






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VR Resources Ltd (VRR-V)






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Kaiser Watch September 2, 2022: Will the juniors have a fall rally?
Length: 0:58:09

KRO Blog Link

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(0:00:00): How did the Kaiser Favorites do in August?
(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?
(0:10:37): Why is FPX Nickel down only 10% compared to the others?
(0:16:33): Is there any common theme that explains the poor performance of your other favorites?
(0:21:39): How have your gold focused Favorites done?
(0:25:33): How are your discovery focused Favorites doing?
(0:32:07): What sort of juniors are you going to be focused on after Labor Day?
Aurion Resources Ltd (AU-V)





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Eskay Mining Corp (ESK-V)





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FPX Nickel Corp (FPX-V)





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Galway Metals Inc (GWM-V)





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Northwest Copper Corp (NWST-V)





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P2 Gold Inc (PGLD-V)





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Patriot Battery Metals Corp (PMET-V)






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Perpetua Gold Corp (PPTA-T)





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Snowline Gold Corp (SGD-CSE)






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Verde Agritech Ltd (NPK-T)





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Kaiser Watch August 25, 2022: California's Zero ICE Dream & Lithium Mania 2.0
Length: 0:29:02

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(0:00:00): Canalaska Uranium reported results for what you called a discovery hole at its West McArthur project. Did it meet expectations?
(0:05:08): This year's copper price retreat has not helped P2 Gold which is working to demonstrate the feasibility of its Gabbs copper-gold project in Nevada. How are things going for its Bam gold exploration play in the Golden Triangle?
(0:09:27): How is Lithium Mania 2.0 doing in the current resource sector bear market?
Brunswick Exploration Inc (BRW-V)






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Canalaska Uranium Ltd (CVV-V)






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P2 Gold Inc (PGLD-V)





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Patriot Battery Metals Corp (PMET-V)






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Kaiser Watch August 18, 2022: Key NPK themes in Earnings Call Q&A
Length: 0:30:20

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(0:00:00): Verde Agritech had an hour long earnings call this week during which CEO Chris Veloso attempted to answer over 50 questions submitted by watchers. Can you give us a summary of the sort of questions asked and what kind of answers were given?
Verde Agritech Ltd (NPK-T)





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Kaiser Watch August 11, 2022: NPK hits revenue and output targets for H1
Length: 0:35:33

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(0:00:00): Nevada Exploration provided an update for its South Grass Valley project in Nevada. Is there still no gold for Wade?
(0:18:51): Endurance Gold reported a new round of drill results for Reliance. Did they support your analysis of the company's drilling strategy?
(0:25:32): Verde Agritech reported results for the first half of 2022. Did they meet their guidance?
Austin Gold Corp (AUST-NY)






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Endurance Gold Corp (EDG-V)






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Nevada Exploration Inc (NGE-V)






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Verde Agritech Ltd (NPK-T)





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Kaiser Watch August 5, 2022: Time to tip toe back into the resource juniors?
Length: 0:32:23

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(0:00:00): Do you expect the market for resource juniors to improve in August?
(0:08:04): FPX Nickel published a metallurgy update for the Decar nickel project. What did we learn?
(0:18:18): Tower Resources slumped in July when it published final results for its spring drill program at Rabbit North. What did the market not like?
FPX Nickel Corp (FPX-V)





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Tower Resources Ltd (TWR-V)






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Kaiser Watch July 28, 2022: The time is right for emerging discovery plays
Length: 0:40:13

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(0:00:00): You will be in Vancouver September 9-10 for the Metal Investors Forum. What sort of companies are you inviting in light of the overall market gloom?
(0:10:46): What are some the big discoveries you remember from the first half of your career?
(0:20:02): Have any of your invited companies accepted your invitation?
(0:29:16): Last week Endurance Gold announced initial results for its core drilling program at the Reliance discovery. Does Endurance Gold qualify for your September MIF session?
Canalaska Uranium Ltd (CVV-V)






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Endurance Gold Corp (EDG-V)






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Eskay Mining Corp (ESK-V)





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Kaiser Watch July 22, 2022: An emerging high grade uranium discovery?
Length: 0:39:16

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(0:00:00): What is the current outlook for juniors engaged in uranium exploration?
(0:13:23): You say Kazakhstan could supply most of the world's uranium needs for the foreseeable future, but why do we hear a lot of talk about Russian uranium supply as an argument for the United States to subsidize domestic uranium production?
(0:18:40): If the Athabasca Basin is your favorite place to explore for uranium, is there any junior you are watching closely for a discovery?
(0:28:27): Who else do you like that is positioned to deliver a discovery in the Athabasca Basin?
Canalaska Uranium Ltd (CVV-V)






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Forum Energy Metals Corp (FMC-V)






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Kaiser Watch July 15, 2022: How have the KRO Favorites done so far in 2022?
Length: 0:40:47

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(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?
(0:10:33): How did the Kaiser Favorites do during the second half of 2022?
(0:15:49): Perpetua Gold and Galway Metals are down 37% and 34%. Do you think they are close to bottom?
(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?
(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?
(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?
(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?
Aurion Resources Ltd (AU-V)





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Eskay Mining Corp (ESK-V)





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FPX Nickel Corp (FPX-V)





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Galway Metals Inc (GWM-V)





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Northwest Copper Corp (NWST-V)





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P2 Gold Inc (PGLD-V)





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Perpetua Gold Corp (PPTA-T)





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Verde Agritech Ltd (NPK-T)





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Kaiser Watch July 7, 2022: Never exercise options without selling
Length: 0:37:02

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(0:00:00): The CEO of Verde Agritech has sold over $4 million worth of stock during the past month after the stock peaked in early May. Should we be worried?
(0:13:33): Is there anything interesting in the latest exploration update from Eskay Mining Corp?
(0:20:36): Iamgold reported final drill results for the Nelligan gold project in which Vanstar has a carried interest. What is next for Nelligan and Vanstar?
Eskay Mining Corp (ESK-V)





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Vanstar Mining Resources Inc (VSR-V)






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Verde Agritech Ltd (NPK-T)





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Kaiser Watch June 30, 2022: Summer drill plays for discovery bets
Length: 0:20:52

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(0:00:00): What did the final results from Endurance Gold's RC drill program at Reliance tell us?
(0:04:18): Copper Lake reported very high silver grades for its Marshall Lake project. What does it mean and what happens next?
(0:14:38): Did Adamera Minerals ever get a permit so that it can start drilling Buckhorn 2.0 this summer?
Adamera Minerals Corp (ADZ-V)






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Copper Lake Resources Ltd (CPL-V)






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Endurance Gold Corp (EDG-V)






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Kaiser Watch June 23, 2022: Drilling timeline key to avoiding summer doldrums
Length: 0:29:14

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(0:00:00): Why did Barrick say good-bye to Perpetua Gold Corp?
(0:08:10): Tower Resources released positive drill results for the Lightning Zone discovery at Rabbit North. Why did the stock just spin its wheels?
(0:15:13): Arizona Silver published new drill results for the Philadelphia gold-silver project in Arizona. Why did the stock sell off?
Arizona Silver Exploration Inc (AZS-V)






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Perpetua Gold Corp (PPTA-T)





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Tower Resources Ltd (TWR-V)






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Kaiser Watch June 16, 2022: Is Goldman Sachs bearish about lithium?
Length: 0:39:49

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(0:00:00): What was the PDAC conference in Toronto like?
(0:11:38): The recent market sell-off was triggered by last week's inflation report which showed that the consumer price index rose from 8.3% to 8.6% rather than dropping. We have now seen a 0.75 point rate hike by the Federal Reserve. How high will rates need to go before inflation declines?
(0:25:40): Goldman Sachs published a Battery Metals Watch report in late May which declared the "end of the beginning" for the battery metals boom. The report says lithium will end up over-supplied between now and 2025. What does that mean for your prediction of Lithium Mania 2.0?

Kaiser Watch June 9, 2022: Lithium Dawn or Twilight's Last Gleam?
Length: 0:34:39

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(0:00:00): You are heading off this weekend to Toronto to participate in the Metals Investor Forum on Saturday and Sunday, and PDAC on Monday through Wednesday. What are your plans for these back to back in person conferences?
(0:07:00): Why do you think Lithium Mania 2.0 is a good educational gateway for younger generations such as the millennials?
(0:19:51): What is the significance of the latest Reliance gold results put out by Endurance Gold?
(0:25:10): Why did Bell Copper drop after reporting assays for its latest Big Sandy drill hole?
Bell Copper Corp (BCU-V)






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Endurance Gold Corp (EDG-V)






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Kaiser Watch June 2, 2022: NPK creeps onto Financial Times radar
Length: 0:25:21

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(0:00:00): Russian President Putin has suggested that if the world wants to avoid famine because Russia is blockading the shipment of Ukrainian wheat through the Black Sea via its Odesa port, it must first lift sanctions on the sale of Russian fertilizer. Would it have a negative impact on Verde Agritech?
(0:14:43): Has the Golden Triangle exploration season arrived yet for Eskay Mining Corp?
(0:19:24): Did Galway Metals refinance itself to fund further work at Clarence Stream?
Eskay Mining Corp (ESK-V)





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Galway Metals Inc (GWM-V)





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Verde Agritech Ltd (NPK-T)





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Kaiser Watch May 26, 2022: No more strategic ambiguity for China
Length: 0:29:14

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(0:00:00): Joe Biden stated this week that the United States would intervene if China attacked Taiwan. This is the third time he has ignored the policy of "strategic ambiguity". Is it time to take Biden seriously?
(0:07:50): What is the purpose behind the delineation drilling program FPX Nickel just announced for the Van Zone on its Decar project in British Columbia?
(0:16:47): Verde Agritech announced a plan to redomicile from the United Kingdom to Singapore. What is that all about?
FPX Nickel Corp (FPX-V)





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Verde Agritech Ltd (NPK-T)





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Kaiser Watch May 19, 2022: When small becomes beautiful who you gonna call?
Length: 0:22:14

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(0:00:00): What were the two conferences like in Vancouver that you attended this week?
(0:03:33): Why do you think Canada is a good destination for resource juniors and why do you think this is a good time to buy them?
(0:16:54): Verde Agritech released its updated prefeasibility study this week. What does it say about where the stock price is headed?
Verde Agritech Ltd (NPK-T)





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Kaiser Watch May 12, 2022: Story Paths to Success for MIF May 2022
Length: 0:52:58

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(0:00:00): What will be the topic of your presentation at the upcoming Metals Investor Forum?
(0:08:30): What is the story path and success strategy for Adamera Minerals?
(0:16:36): is the story path and success strategy for P2 Gold?
(0:26:52): What is the story path and success strategy for Searchlight Resources?
(0:36:24): What is the story path and success strategy for Vanstar Mining?
(0:43:54): What is the story path and success strategy for Zephyr Minerals?
Adamera Minerals Corp (ADZ-V)






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P2 Gold Inc (PGLD-V)





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Searchlight Resources Inc (SCLT-V)






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Vanstar Mining Resources Inc (VSR-V)






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Zephyr Minerals Ltd (ZFR-V)






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Kaiser Watch May 5, 2022: Is China a stealth gold hoarder?
Length: 0:38:17

KRO Blog Link

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(0:00:00): You have been fairly bullish about the resource juniors, but they seem to have lost momentum during the past few weeks. Some say this is an example of the old saying "sell in may and go away". Do you think the resource juniors are already heading into the summer doldrums?
(0:15:00): What has your bottom-fish Endurance Gold been up to?
(0:24:37): You are coming to Vancouver in May to attend two back to back conferences. What is the first one, the Metals Investor Forum, all about?
(0:30:30): What is the Vancouver Resource Investment conference like that you will be attending on May 17 and 18?
Endurance Gold Corp (EDG-V)






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Kaiser Watch April 28, 2022: Does Elon Musk understand the mining sector?
Length: 0:35:35

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(0:00:00): Just how well does Elon Musk understand the mining sector?
(0:18:21): Why is Verde Agritech bucking the resource sector down trend?
(0:28:11): What did you think of Galway's new Clarence Stream gold resource?
Galway Metals Inc (GWM-V)





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Verde Agritech Ltd (NPK-T)





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Kaiser Watch April 21, 2022: Has scandium's time finally come?
Length: 0:42:16

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(0:00:00): Verde Agritech has passed $10 and made a new high. Are there any new developments?
(0:09:19): Arizona Silver released results from it Philadelphia gold project in Arizona. Is the story shaping up to become reality?
(0:15:44): Copper Lake published drill results for its Marshall Lake project in Ontario. Did they harpoon a whale within the Deep IP Anomaly?
(0:24:24): Whatever happened to Scandium International?
Arizona Silver Exploration Inc (AZS-V)






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Copper Lake Resources Ltd (CPL-V)






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Scandium Intl Mining Corp (SCY-T)






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Verde Agritech Ltd (NPK-T)





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Kaiser Watch April 14, 2022: How did the resource juniors do in Q1 of 2022?
Length: 0:40:08

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(0:00:00): How did the resource juniors do during the first quarter of 2022?
(0:19:30): How did the juniors do in terms of financing activity?
(0:24:27): How did your Favorites do in the first quarter of 2022?
(0:25:24): Performance of Aurion Resources Ltd: $1.02 down 21.5%
(0:28:20): Peroformance Eskay Mining Corp: $2.70 down 2.5%
(0:29:27): Performance Galway Metals Inc: $0.55 down 9.8%
(0:30:36): Performance Northwest Copper Corp: $0.66 down 18.5%
(0:32:16): Performance P2 Gold Inc: $0.73 up 7.4%
(0:33:46): Performance Perpetua Gold Corp: $5.53 down 8.3%
(0:35:37): Performance Verde Agritech Inc: $9.15 up 227%
Aurion Resources Ltd (AU-V)





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Eskay Mining Corp (ESK-V)





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Galway Metals Inc (GWM-V)





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Northwest Copper Corp (NWST-V)





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P2 Gold Inc (PGLD-V)





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Perpetua Gold Corp (PPTA-T)





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Verde Agritech Ltd (NPK-T)





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Kaiser Watch April 7, 2022: Brazil breadbasket to the rescue in H2?
Length: 0:39:16

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(0:00:00): Verde Agritech had its 2021 results conference call today. Did we learn anything new?
(0:18:07): Why is Inomin Mines down after trading up a storm last week?
(0:29:38): Are there any new juniors in your Bottom-Fish Collection that are catching your attention?
Inomin Mines Inc (MINE-V)






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Tower Resources Ltd (TWR-V)






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Verde Agritech Ltd (NPK-T)





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Kaiser Watch March 31, 2022: When should a junior mention magnesium?
Length: 0:36:29

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(0:00:00): FPX Nickel announced that it is pursuing carbon sequestration. How does this relate to its Decar nickel project?
(0:17:50): One of your bottom-fish called Inomin Mines traded up a storm this week and delivered a five-bagger. Is it time to turn Inomin into a Favorite?
(0:25:55): Nevada Exploration provided an update on its South Grass Valley project this week. How much closer are they to delivering a discovery hole?
FPX Nickel Corp (FPX-V)





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Inomin Mines Inc (MINE-V)






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Nevada Exploration Inc (NGE-V)






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Kaiser Watch: March 24, 2022 - Will Russia-China Axis launch resource junior bull?
Length: 0:30:54

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(0:00:00): What does it mean for resource juniors if the global economy splits into autocracies led by the China-Russia axis and democracies led by the United States and Europe?
(0:09:17): Verde Agritech released its financial results for 2021. What did we learn?
(0:22:38): The market reaction was negative last week when Eskay Mining surprised us with final drill results for the 2021 season at the Eskay project in the Golden Triangle. On Monday morning the stock was halted for additional news. Why was the stock halted?
Eskay Mining Corp (ESK-V)





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Verde Agritech Ltd (NPK-T)





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Kaiser Watch March 17, 2022: Slowdown fears stall commodity rally
Length: 0:28:45

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(0:00:00): Why have metal and energy prices pulled back during the past week?
(0:13:52): If the price of nickel pulls back to $12/lb what does that mean for your Favorite FPX Nickel?
(0:20:33): Why did the price of Eskay Mining drop after the junior published final drill results for its Eskay project in the Golden Triangle?
Eskay Mining Corp (ESK-V)





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FPX Nickel Corp (FPX-V)





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Kaiser Watch March 10, 2022: Russia sanctions spike commodity prices
Length: 0:33:05

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(0:00:00): How have sanctions against Russia affected commodity prices?
(0:15:52): What is going on in the nickel market and what does it mean for FPX Nickel?
(0:24:13): Why was your bottom-fish pick Bell Copper up last week?
Bell Copper Corp (BCU-V)






Bottom-Fish Spec Value
FPX Nickel Corp (FPX-V)





Favorite
Good Spec Value
Verde Agritech Ltd (NPK-T)





Favorite
Good Spec Value

Kaiser Watch March 3, 2022: How are the 2022 KRO Favorites doing?
Length: 0:38:02

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(0:00:00): How did the Kaiser Favorites fare during the first 2 months of 2022?
(0:08:48): Which of your Favorites are responsible for the 16% gain?
(0:23:54): How does Verde Agritech benefit from the tragedy in the Ukraine?
Aurion Resources Ltd (AU-V)





Favorite
Fair Spec Value
Eskay Mining Corp (ESK-V)





Favorite
Fair Spec Value
FPX Nickel Corp (FPX-V)





Favorite
Good Spec Value
Galway Metals Inc (GWM-V)





Favorite
Fair Spec Value
Northwest Copper Corp (NWST-V)





Favorite
Fair Spec Value
P2 Gold Inc (PGLD-V)





Favorite
Fair Spec Value
Perpetua Gold Corp (PPTA-T)





Favorite
Good Spec Value
Verde Agritech Ltd (NPK-T)





Favorite
Good Spec Value
Verde Agritech Ltd (NPK-T)





Favorite
Good Spec Value

Kaiser Watch February 24, 2022: What is holding the resource juniors back?
Length: 0:27:39

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(0:00:00): The price of gold broke through $1,900 this week after Russia declared that the Donbas region of eastern Ukraine is now Russian territory. General equity markets have been declining but not collapsing. The resource juniors are not declining but are also reluctant to move up. What is holding the resource juniors back?
(0:10:36): One of your Favorites, P2 Gold, published a resource update for its Gabbs copper-gold project in Nevada. They plan to deliver a PEA by end of this year. Last year you visualized an outcome as to what the PEA might look like. How has the new resource update affected your outcome visualization for Gabbs?
(0:19:14): Sonoro Gold was a KRO Favorite last year but today it is only Bottom-Fish Spec Value rated. What does it take to turn Sonoro back into a Favorite?
P2 Gold Inc (PGLD-V)





Favorite
Fair Spec Value
Sonoro Gold Corp (SGO-V)






Bottom-Fish Spec Value

Kaiser Watch February 17, 2022: Key permit turns NPK into potash proxy play
Length: 0:27:10

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(0:00:00): What implications does this week's schmooze fest between Bolsonaro and Putin have for Brazil?
(0:08:16): Verde Agritech announced last week that it has been granted a 2.4 million tonne per year mining permit for Pit 2. Why is this a big deal?
(0:18:30): Is there anything from your Bottom-Fish collection that you would like to talk about today?
Copper Lake Resources Ltd (CPL-V)






Bottom-Fish Spec Value
Verde Agritech Ltd (NPK-T)





Favorite
Good Spec Value

Kaiser Watch February 10, 2022: Is copper or gold a better resource junior story?
Length: 0:48:38

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(0:00:00): Resource junior market sentiment tends to track the gold price trend. But during the China super cycle copper was the target metal behind most junior buyouts. Which metal do you think will be more important for resource juniors today, copper or gold?
(0:16:24): Northwest Copper is one of your 2022 Favorites. How does Northwest Copper fit in with your vision of copper as a major story driver for resource juniors?
(0:27:27): P2Gold is another 2022 Favorite whose flagship is the Gabbs copper-gold project in Nevada. What are you expecting from P2Gold in 2022?
(0:34:01): Your 2022 Bottom-Fish collection features a number of juniors with copper district rethink plays. Give us an example of a copper district rethink play.
Bell Copper Corp (BCU-V)






Bottom-Fish Spec Value
Northwest Copper Corp (NWST-V)





Favorite
Fair Spec Value
P2 Gold Inc (PGLD-V)





Favorite
Fair Spec Value

Kaiser Watch February 3, 2022: Will Brazil reduce potash supply shock risk?
Length: 0:42:40

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(0:00:00): What are the implications for the farm sector and fertilizer producers if Russia does invade the Ukraine and is hit with meaningful sanctions?
(0:20:05): How quickly could Verde Agritech become a major solution for the Brazilian farm sector conventional potash import reliance?
(0:28:02): FPX Nickel put out a long news release about making nickel sulphate for the battery materials sector. Is this a big deal?
(0:34:56): In your first Kaiser Watch show you talked about Endurance Gold as a future Favorite graduate from your Bottom-Fish collection. During the past week Endurance published final results for its 2021 Reliance drill program and a $2.5 million financing. And yet the stock price sagged. What is still missing?
Endurance Gold Corp (EDG-V)






Bottom-Fish Spec Value
FPX Nickel Corp (FPX-V)





Favorite
Good Spec Value
Verde Agritech Ltd (NPK-T)





Favorite
Good Spec Value

Kaiser Watch January 27, 2022: Understanding District Rethink Plays
Length: 0:00:00

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(0:00:00): January has been a turbulent month for equities in general. Not the sort of January Effect investors look forward to. How have the resource juniors fared?
(0:12:10): What do you mean by district play rethinks?
(0:17:39): What is the Central Lapland Greenstone Belt rethink of Aurion Resources all about?
(0:27:13): The Eskay project of Eskay Mining has seen over $40 million exploration since the 21B Zone was found in 1989. What is Eskay Mining doing to rethink the potential in light of a disappointing exploration history?
(0:35:37): Where is Galway Metals in its rethink of Clarence Stream and Estrade?
(0:41:06): Arizona Silver is part of your Bottom-Fish Workshop collection. Why are you no longer ignoring the Philadelphia rethink story?
Arizona Silver Exploration Inc (AZS-V)






Bottom-Fish Spec Value
Aurion Resources Ltd (AU-V)





Favorite
Fair Spec Value
Eskay Mining Corp (ESK-V)





Favorite
Fair Spec Value
Galway Metals Inc (GWM-V)





Favorite
Fair Spec Value

Kaiser Watch January 20, 2022: Russia-Ukraine Implications for Juniors
Length: 0:26:24

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(0:00:01): Today is the first episode of Kaiser Watch which replaces Discovery Watch whose final episode was during the last week of 2021. What changes can Discovery Watch listeners expect from Kaiser Watch?
(0:02:45): You mentioned the Russia-Ukraine conflict. What are the potential implications for the resource juniors if Russia were to invade the Ukraine?
(0:07:08): Your initial 2022 Favorites Collection currently has 8 picks in it. Let's talk about a couple of them and how they might be affected by the three American responses to a Russian invasion of the Ukraine you just described. How would they affect Perpetua Gold Corp?
(0:12:41): The other Favorite that caught my eye is FPX Nickel Corp. Russia's giant Norilsk Mine is a major supplier of nickel, and that facility is one of the dirtiest polluters in the world. How would a sanctions response affect FPX Nickel?
(0:22:24): Anything special to report from the Bottom-Fish Workshop?
Endurance Gold Corp (EDG-V)






Bottom-Fish Spec Value
FPX Nickel Corp (FPX-V)





Favorite
Good Spec Value
Perpetua Gold Corp (PPTA-T)





Favorite
Good Spec Value
 
 

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