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Kaiser Media Watch Blog - Current


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: May 26, 2017JK: Metals Investor Forum May 5, 2017: Discovery Exploration Boom
Published: May 5, 2017MIF: Metals Investor Forum May 5, 2017: Discovery Exploration Boom

On May 5, 2017 I gave a presentation entitled Discovery Exploration Boom at the Metals Investor Forum in Vancouver in which I argue that the market's focus has shifted to discovery exploration at the expense of optionality plays that are indirect bets on higher metal prices. I believe we are in the second year of a 4-5 year discovery exploration boom reminiscent of 1992-1997 whose trajectory will start going exponential in Q4 of 2017 when retail investors give up waiting for the price of gold to make worthless deposits valuable and instead flock to exploration plays seeking to deliver a discovery that works with whatever metal prices we happen to have and delivers the ten baggers we want from resource juniors. I do spend 4 minutes talking about Scandium International Mining Corp at 8:43 which was about 4 hours after learning that Nyngan had been granted a mining lease. I also used the outcome visualization I recently did for Eskay Mining Corp to demonstrate how to price an exploration stage project, a task that anybody can accomplish by becoming a member of the The Share Collective of which I am a founder. But most of the talk was about making the case that producers and Bay Street have taken a special interest in discovery exploration as demonstrated by the focus and scale of financing activity in 2017. The companies presenting in my session were all bottom-fish recommendations engaged in discovery exploration. Afterwards I did a video chat with Gwen Preston (Resource Maven) as well as 5 minute interviews with each of the companies in my session. While Camino is already at the discovery delineation stage, the flagship projects of the other 3 companies are still at the target development or drilling stage. I regard all four as having substantial upside appreciation potential. The company presentations are only 10 minutes long, and if you want my more detailed writeups, click on the company name to access the Kaiser Research Online profile and scroll to the bottom where my comments are listed (unrestricted after 30 days from publication).

MIF Company Presentation and Interview Video Links
Camino Minerals Corp (COR-V)PresentationInterview
Mineral Mountain Res Ltd (MMV-V)PresentationInterview
Rainy Mountain Royalty Corp (RMO-V)PresentationInterview
Alto Ventures Ltd (ATV-V)PresentationInterview
JK owns shares of Scandium Intl and Rainy Mountain

Posted: May 19, 2017JK: Discovery Watch May 19, 2017 with Jim Goddard and John Kaiser
Published: May 19, 2017HSC: Discovery Watch May 19, 2017: How Can the Anti-Mining Lobby Help Nickel Prices?

Discovery Watch is a weekly 15-20 minute audio show sponsored by HoweStreet.com where Jim Goddard interviews John Kaiser about resource juniors with interesting exploration plays 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. He will briefly describe each project's goal and its timeline. These projects will generally be exploration plays that have not yet turned into a discovery. The objective of Discovery Watch is to alert audiences to the existence of earlier stage exploration projects before they become big discoveries. Jim and John will periodically circle back to review the outcome. Should one of the projects deliver a discovery Jim and John will monitor that discovery on a more frequent basis. KRO will keep track of projects mentioned through Discovery Watch with HoweStreet.com which will keep a running tab of Discovery Watch projects that includes links to the KRO profile for each company and project.

Discovery Watch Audio Links
Arizona Silver Exploration Inc (AZS-V)Ramsey

Arizona, USA

Silver
0:00
Integra Gold Corp (ICG-V)Lamaque

Quebec, Canada

Gold
12:04
Arizona Mining Inc (AZ-T)Hermosa-Taylor

Arizona, USA

Zinc Lead Silver
17:35
Defiance Silver Corp (DEF-V)San Acacio

Mexico

Silver
20:54
Highway 50 Gold Corp (HWY-V)Monroe

BC, Canada

Zinc Lead Silver
22:57
First Point Minerals Corp (FPX-V)Decar

BC, Canada

Zinc Lead Silver
26:52
JK owns shares of Defiance, Highway 50, First Point; Arizona Silver, Arizona Mining are SVH picks; Defiance, Highway 50, First Point are bottom-fish picks

Posted: May 12, 2017JK: Discovery Watch May 12, 2017 with Jim Goddard and John Kaiser
Published: May 12, 2017HSC: Discovery Watch May 12, 2017: Scandium Project could be in for a Big Boost

Discovery Watch is a weekly 15-20 minute audio show sponsored by HoweStreet.com where Jim Goddard interviews John Kaiser about resource juniors with interesting exploration plays 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. He will briefly describe each project's goal and its timeline. These projects will generally be exploration plays that have not yet turned into a discovery. The objective of Discovery Watch is to alert audiences to the existence of earlier stage exploration projects before they become big discoveries. Jim and John will periodically circle back to review the outcome. Should one of the projects deliver a discovery Jim and John will monitor that discovery on a more frequent basis. KRO will keep track of projects mentioned through Discovery Watch with HoweStreet.com which will keep a running tab of Discovery Watch projects that includes links to the KRO profile for each company and project.

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

New South Wales, Australia

Scandium
0:00
Arizona Silver Exploration Inc (AZS-V)Ramsey

Arizona, USA

Silver
4:17
Adamera Minerals Corp (ADZ-V)Cooke Mountain

Washington, USA

Gold
8:32
Crystal Exploration Inc (CEI-V)Muskox

NWT, Canada

Diamonds
11:22
Sphinx Resources Ltd (SFX-V)Cheechoo-Eleonore Trend

Quebec, Canada

Gold
21:31
JK owns shares of Scandium Intl; Scandium Intl is an SVH pick; Adamera, North Arrow (mentioned), Crystal Expl are bottom-fish picks

Posted: May 3, 2017JK: Discovery Watch May 3, 2017 with Jim Goddard and John Kaiser
Published: May 3, 2017HSC: Discovery Watch May 3, 2017: Canadian Potash Challenged by Microbes

Discovery Watch is a weekly 15-20 minute audio show sponsored by HoweStreet.com where Jim Goddard interviews John Kaiser about resource juniors with interesting exploration plays 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. He will briefly describe each project's goal and its timeline. These projects will generally be exploration plays that have not yet turned into a discovery. The objective of Discovery Watch is to alert audiences to the existence of earlier stage exploration projects before they become big discoveries. Jim and John will periodically circle back to review the outcome. Should one of the projects deliver a discovery Jim and John will monitor that discovery on a more frequent basis. KRO will keep track of projects mentioned through Discovery Watch with HoweStreet.com which will keep a running tab of Discovery Watch projects that includes links to the KRO profile for each company and project.

Discovery Watch Audio Links
Arizona Mining Inc (AZ-T)Hermosa-Taylor

Arizona, USA

Zinc Lead Silver
0:00
Vendetta Mining Corp (VTT-V)Pegmont

Queensland, Australia

Zinc Lead Silver
3:33
Camino Minerals Corp (COR-V)Los Chapitos

Peru

Copper Silver
8:35
Azimut Exploration Inc (AZM-V)Eleonore South

Quebec, Canada

Gold
11:03
Verde Agritech Plc (NPK-T)Cerrado Verde

Brazil

Potash
14:54
JK owns shares of InZinc (mentioned) and Verde Agritech; Arizona Mining and Verde Agritech are SVH picks; Camino and Azimut are bottom-fish picks

 
 

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