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Kaiser Media Watch Blog - August 1, 2017 to ...


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: Aug 29, 2017JK: Proceedings of the 2017 Sprott Vancouver Natural Resource Symposium
Published: Aug 29, 2017Misc: Proceedings of the 2017 Sprott Vancouver Natural Resource Symposium

The recorded presentations for the 2017 Sprott Vancouver Natural Resource Symposium which ran from July 25-27 are now available for purchase at a cost of US $399 for the MP3 Package, which is a bit more than half what delegates had to pay to attend. If you do buy the package, make a point of listening to Byron King's Thursday celebration of "Putin in the Rain" (9:30 am July 27), which shows how far the gold bug crowd has come from the commie bashing days of Barry Goldwater to the recent embrace of authoritarian figures such as Russia's Vladimir Putin. I suppose the next step will be the celebration of North Korea's Kim Jong On who must be driving Donald Trump crazy with envy: the entire population adores him as Dear Leader, absolutely none of the news is fake, there are no immigrants legal or otherwise, on pain of death nobody, even relatives, dares rebuke the leader publicly or privately, the courts always act according to the leader's bidding, pollution is subordinated to the national interest, nobody complains about guns being favored over butter, the military all wear gigantic hats so that they look like pinheads compared to a larger than life leader with a great hairdo, and not a peep about inequality in a nation of skinny people led by somebody who could operate as a stand-in for the hero of King Fu Panda.

I did not see any other talks because I spent my time meeting with companies, but I can recommend the 10:00 am July 27 Exploration Panel featuring Gwen Preston, John Kaiser, Eric Coffin and Joe Mazumdar, all of whom tried to argue that the optionality play on higher metal prices was yesterday's story with the emerging story being discovery exploration. I used that general session to introduce the idea of Novo as the hot new stock to own. For those interested in scandium Sam Riggall's Clean TeQ presentation at 3:40 pm July 27 is also worth catching, if only to see his bittersweet celebration of scandium which nickel and cobalt for the battery market have displaced at the Syerston project. The audio for my workshop at 2:20 pm July 28 (The Size of the Prize) is available, though the slide presentation is not, but you can access it from Kaiser Research Online. The group that filled my workshop room was the only one to get a full version of the Novo story at the Sprott conference. But I did get my Novo buy recommendation out to subscribers through a July 24, 2017 SVH Tracker, and during the conference I did multiple interviews, most of which featured the Novo story and which were published by the producers during August:

August 3 - Investing News Network: Priscila Barrera interviews John Kaiser at the Sprott Natural Resource Symposium

August 10 -Stock News Now: Shelly Kraft interviews John Kaiser about the Share Collective

August 14 -Mining Clips: Lesley Stokes interviews John Kaiser at Sprott Natural Resource Symposium

August 23 -SmallCap Power: Rachel Lee interviews John Kaiser at Sprott Natural Resource Symposium


Posted: Aug 29, 2017JK: Junior Stock Review: Brian Leni - A Conversation with John Kaiser
Published: Aug 28, 2017JSR: Junior Stock Review: Brian Leni - A Conversation with John Kaiser

On August 24, 2017 Brian Leni, founder of Junior Stock Review, conducted a 28 minute interview in which he asks about my approach to the market and ultimately about the Share Collective. The link above includes an unedited transcript - better to listen to the conversation than read the transcript. The Junior Stock Review is a sponsored web site which attracts traffic in part through interviews with independent parties such as newsletter writers.


Posted: Aug 29, 2017JK: SmallCap Power: Rachel Lee interviews John Kaiser at Sprott Natural Resource Symposium
Published: Aug 23, 2017SCP: Smallcap Power: Novo Resources may have made a huge discovery

On July 27, 2017 Rachel Lee of the Investing News Network conducted an 8 minute interview at the Sprott Natural Resource Symposium in Vancouver where I first talk about the shift to discovery exploration and finish with a discussion as to why Novo Resources Corp may have made a huge discovery.

John Kaiser: Novo Resources May Have Made a Huge Discovery


Posted: Aug 29, 2017JK: Stock News Now: Shelly Kraft interviews John Kaiser about the Share Collective
Published: Aug 10, 2017SNN: Stock News Now: Economic Geology - How do you value a new deposit?

On July 27, 2017 Shelly Kraft of Stock News Now conducted a 6 minute interview at the Sprott Natural Resource Symposium in Vancouver where he asks about "economic geology" and how I see the Share Collective making it easy for everybody to do "economic geology" when they value junior resource stocks.


Posted: Aug 29, 2017JK: Investing News Network: Priscila Barrera interviews John Kaiser at the Sprott Natural Resource Symposium
Published: Aug 3, 2017INN: INN: Zinc Prices have the Potential to Soar

On July 27, 2017 Priscila Barrera of the Investing News Network conducted a 20 minute interview at the Sprott Natural Resource Symposium in Vancouver. It starts off with a general discussion about the market and metal trends, at 8:37 I address the shift away from optionality gambling to discovery exploration, at 12:25 Priscila asks if Scandium International is still my favorite stock, and at 13:50 I start talking about Novo Resources Corp as the emerging engine for a major discovery exploration bull market.


Posted: Aug 25, 2017JK: Discovery Watch Aug 25, 2017 with Jim Goddard and John Kaiser
Published: Aug 25, 2017HSC: Discovery Watch Aug 25, 2017: Can InZinc Get Back In Sync?

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
Camino Minerals Corp (COR-V)Los Chapitos

Peru

Copper Silver
0:00
InZinc Mining Ltd (IZN-V)Indy

Utah, USA

Zinc Copper Magnetite Indium
6:04
Endurance Gold Corp (EDG-V)Elephant Mtn

Alaska, USA

Gold
14:46
Peregrine Diamonds Ltd (PGD-T)Chidliak

Nunavut, Canada

Diamonds
20:50
Novo Resources Corp (NVO-V)Karratha

Western Australia, Australia

Gold
25:45
JK owns InZinc, Endurance and Peregrine; Camino, InZinc and Novo are SVH picks; Peregrine is a bottom-fish pick

Posted: Aug 18, 2017JK: Discovery Watch Aug 18, 2017 with Jim Goddard and John Kaiser
Published: Aug 18, 2017HSC: Discovery Watch Aug 18, 2017: Former Rio Tinto Boss Now into Scandium

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
NuLegacy Gold Corp (NUG-V)Iceberg

Nevada, USA

Gold
0:00
Scandium Intl Mining Corp (SCY-T)Nyngan

New South Wales, Australia

Scandium
5:07
Novo Resources Corp (NVO-V)Karratha

Western Australia, Australia

Gold
15:20
JK owns Scandium Intl; NuLegacy, Scandium Intl and Novo are SVH picks

Posted: Aug 17, 2017JK: Jay Taylor Interview with Novo's Quinton Hennigh - The Largest Gold Discovery in Over 133 Years?
Published: Aug 15, 2017JTM: Jay Taylor Interview with Novo's Quinton Hennigh: The Largest Gold Discovery in Over 133 Years?

On August 15, 2017 Jay Taylor published an interview with Quinton Hennigh of Novo Resources Corp which was conducted a few days earlier right after Quinton and I finished dinner following a day in the field in the Karratha region of Australia. The 25 minute interview covers a lot of ground and is an excellent way for newcomers to the Wits 2.0 story to get up to date. Jay asks questions which enable Quinton to describe the scale and nature of Wits 1.0 and how it compares to the Pilbara region (similar but different in terms of an immature, coarser conglomerate host), what is happening locally in the Comet Well-Purdy's Reward area, his raisin cake metaphor for the nuggetty host rock and the sampling problem this poses, the very interesting grade of the "fine" gold in the "tailings" of the recent half tonne bulk sample, the potential of something like the Steinert sorting machine as a future recovery mechanism for the coarse gold in the conglomerate bed, details about the 2,200 m stratigraphic hole CRA drilled 50 km to the southeast through the entire Hamersley Basin into the basement rocks, the remarkable tectonically undisturbed nature of the Pilbara craton, the exploration strategy with regard to outlining a deposit at Comet Well-Purdy's Reward and demonstrating the Wits 2.0 scenario, ongoing acquisitions in the region, and feasibility demonstration work at Beatons Creek.

Jay Taylor Media Watch Audio Links
Novo Resources Corp (NVO-V)Karratha

Western Australia, Australia

Gold
0:00
JK made Novo an SVH pick at $2.12 on July 24, 2017

Posted: Aug 4, 2017JK: Discovery Watch Aug 4, 2017 with Jim Goddard and John Kaiser
Published: Aug 4, 2017HSC: Discovery Watch Aug 4, 2017: The Hunt for Ecuador's Lost Cities of Gold

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
Aurion Resources Ltd (AU-V)Risti

Finland

Gold
0:00
Peregrine Diamonds Ltd (PGD-T)Chidliak

Nunavut, Canada

Diamonds
2:40
Aurania Resources Ltd (ARU-V)Lost Cities - Cutucu

Ecuador

Gold Silver Copper
8:06
Novo Resources Corp (NVO-V)Karratha

Western Australia, Australia

Gold
19:30
JK owns Peregrine Diamonds; Novo is an SVH pick; Peregrine is a bottom-fish pick

Posted: Aug 2, 2017JK: Discovery Watch Aug 1, 2017 with Jim Goddard and John Kaiser
Published: Aug 1, 2017HSC: Discovery Watch Aug 1, 2017: Golden Triangle Shines Even Brighter

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
Serengeti Resources Inc (SIR-V)Kwanika

British Columbia, Canada

Gold Copper
0:00
San Marco Resources Inc (SMN-V)Chunibas

Sonora, Mexico

Gold Silver
3:56
GT Gold Corp (GTT-V)Tatogga

British Columbia, Canada

Gold
10:13
Colorado Resources Ltd (CXO-V)KSP

British Columbia, Canada

Gold
10:14
Eskay Mining Corp (ESK-V)SIB-Lulu

British Columbia, Canada

Gold Silver Zinc Copper
13:45
Novo Resources Corp (NVO-V)Karratha

Western Australia, Australia

Gold
17:19
JK does not own shares of any of the above companies; Serengeti, San Marco and Novo are SVH picks; Colorado and Eskay Mining are bottom-fish picks

Posted: Aug 1, 2017JK: Jay Taylor Media: Jay Taylor interviews John Kaiser about Novo Resources Corp
Published: Aug 1, 2017JTM: Jay Taylor Media: Jay Taylor interviews John Kaiser about Novo Resources Corp

On July 20, 2017 Jay Taylor interviewed John Kaiser about Novo Resources Corp and the second incarnation of its Wits 2.0 story. The interviewed aired on July 25 as part of Jay's Turning Hard Times into Good Times Radio Show. Jay also writes the newsletter Gold, Energy & Tech Stocks. Jay first initiated coverage of Novo in October 2013 when hopes were high that Quinton Hennigh could prove that Wits 2.0 existed at the eastern margin of the Hamersley Basin in the Beatons Creek area. He stuck with the story even as it became apparent in late 2015 that Wits 2.0 was not present and that Novo would have to settle for developing Beatons Creek as a smallish open pit mine to generate cash flow to fund Quinton Hennigh's other geological dreams. He often asked me to take a look at Novo, and I did enough work to familiarize myself with the story, but because Novo was listed on the CSE until last year I did not spend time on it (I do not have a trade data feed for the CSE and not enough resource companies are listed on it to make the extra effort to include CSE listings in KRO worthwhile, especially since the good ones all eventually end up on the TSXV). But when Novo published its Purdy's Reward news release on July 12, 2017 Jay bugged me to check it out, that this time something was different. I obliged and realized that he was absolutely right and have been ever since running hard to get up to speed on the second incarnation of the Wits 2.0 story. If it turns out that Wits 2.0 is for real, I owe Jay a heap of gratitude. And if it turns out to be what the Germans call a Witz, I still thank Jay because it has been a lot of fun immersing myself in this story.

Jay Taylor Media Watch Audio Links
Novo Resources Corp (NVO-V)Karratha

Western Australia, Australia

Gold
0:00
JK made Novo an SVH pick at $2.12 on July 24, 2017

 
 

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