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Kaiser Media Watch Blog - November 1, 2019 to November 30, 2019


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: Nov 27, 2019JK: Discovery Watch November 27, 2019 with Jim Goddard and John Kaiser
Published: Nov 27, 2019HSC: Discovery Watch November 27, 2019: Auzzies snap up Canadian gold bargain
Effective January 1, 2019 we have new Membership Fees and an expanded Spec Value Rating System. The new price in 2019 will be $450 annually or $200 for 90 days. The KRO Favorites List was published on January 1, 2019. Check out the catalog of Free Stuff at KRO.

Discovery Watch is a weekly 15-30 minute audio show produced by HoweStreet.com where Jim Goddard interviews John Kaiser about resource juniors with projects 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 and will include projects that may be of interest only because they are in the limelight. Jim and John will periodically circle back to review the projects and if necessary close them out as no longer worth watching. KRO will keep track of projects mentioned through Discovery Watch with HoweStreet.com. Discovery Watch is available via YouTube or Podcast.

Discovery Watch Audio Links
Wolfden Resources Corp (WLF-V)





Pickett Mountain United States - Maine 4-Infill & Metallurgy Zn Pb Cu Ag Nov 27, 2019 - 0:00:01

Atac Resources Ltd (ATC-V)





Rackla Rau Canada - Yukon Territory 5-PEA Au Ag Pb Zn Cu Nov 27, 2019 - 0:15:31

Great Bear Resources Ltd (GBR-V)





Dixie Canada - Ontario 3-Discovery Delineation Au Nov 27, 2019 - 0:23:26

Disclosure: JK does not any of the companies mentioned: Wolfen is a Bottom-Fish Spec Value Favorite; Atac is Bottom-Fish Spec Value rated

Posted: Nov 21, 2019JK: Discovery Watch November 21, 2019 with Jim Goddard and John Kaiser
Published: Nov 21, 2019HSC: Discovery Watch November 21, 2019: Why younger investors should care about resource juniors
Effective January 1, 2019 we have new Membership Fees and an expanded Spec Value Rating System. The new price in 2019 will be $450 annually or $200 for 90 days. The KRO Favorites List was published on January 1, 2019. Check out the catalog of Free Stuff at KRO.

Discovery Watch is a weekly 15-30 minute audio show produced by HoweStreet.com where Jim Goddard interviews John Kaiser about resource juniors with projects 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 and will include projects that may be of interest only because they are in the limelight. Jim and John will periodically circle back to review the projects and if necessary close them out as no longer worth watching. KRO will keep track of projects mentioned through Discovery Watch with HoweStreet.com. Discovery Watch is available via YouTube or Podcast.

Discovery Watch Audio Links
Nevada Exploration Inc (NGE-V)





South Grass Valley United States - Nevada 2-Target Drilling Au Nov 21, 2019 - 0:00:01

Scandium Intl Mining Corp (SCY-T)





Nyngan Australia - New South Wales 8-Construction Sc Nov 21, 2019 - 0:18:45

Verde Agritech Plc (NPK-T)





Cerrado Verde Brazil 6-Prefeasibility K Nov 21, 2019 - 0:28:58
The main focus of Discovery Watch is to highlight the potential for a new exploration discovery or spotlight an unfolding discovery, and in that sense Verde Agritech Inc should not be featured on DW. But NPK's story is different type of discovery, namely the discovery that the multi-billion tonne "verdete slate" resource in Brazil, a potassium silicate compared to the salt based evaporite beds in Saskatchewan and eastern Europe from which the fertilizer potassium chloride is recovered, could compete with conventional KCl in Brazil. The assumed problem with the verdete slate is that without heat treatment in a rotary kiln which alters the chemical bonds of the silicate, the potassium is not available for plant update. NPK spent much of the decade studying the ThermoPotash process for converting the verdete slate into a whole rock fertilizer running 9%-11% K2O compared to the 60% K2O of KCl, and even developed the Cambridge process for converting the green rock into conventional KCl which proved subeconomic below $300/tonne where KCl ended up. But in late 2015 the scientists running the agronomic studies to prove the efficacy of ThermoPotash compared to KCl (which proved successful), noticed that the control plots fertilized with ground up, untreated verdete slate did just as well. Closer investigation revealed that while the silicate was indeed inert when exposed to water, it was being broken down in the presence of the secretions formed through a complex interaction between soil micro-organisms and plant roots. CEO Cris Veloso "discovered" that the verdete slate only needed to be quarried, crushed and milled to produce a natural whole rock product that he decided to market as Super GreenSand, both in small lots via Amazon in western markets to organic gardeners, and in large truckloads to Brazilian farmers. A PFS with a small CapEx for a staged internally funded expansion scenario from 300,000 tpa to 25 million tpa was completed in 2017. It has a wild and crazy $2 billion plus NPV which the market has ignored because the additional discovery it is watching for is Brazilian farmer adoption of SGS as an alternative to KCl. Quarrying permits arrived in mid 2018, so NPK missed part of the July-November planting and fertilizing window in the Brazilian crop cycle but did get a good demand response. 2019, however, is the acid test; will NPK sell out and deliver the 170,000 tpa for which the phase I facility is currently permitted? Will its pricing model, which is linked to fixed costs and the price of farm delivered KCl, be acceptable to farmers so that the internal cash flow funded expansion scenario outlined by the PFS becomes plausible? Will the farmers observe that the SGS fertilizer is just as effective as KCl in the plots they risked for this experiment, and come back in 2020 with much bigger orders? If NPK succeeds with its Super GreenSand marketing strategy it will be transformational for Brazil's current 90% import dependency on potassium chloride. (Jul 11, 2019)
Disclosure: JK owns Nevada Expl Inc, Scandium Intl and Verde Agritech; Nevada Expl is a Fair Spec Value Favorite; Scandium Intl and Verde Agritech are Good Spec Value Favorites

Posted: Nov 21, 2019JK: KMW Blog November 21, 2019: MIF Presentation Nov 16, 2019: Bracing for the End Time
Published: Nov 21, 2019MIF: KMW Blog November 21, 2019: MIF Presentation Nov 16, 2019: Bracing for the End Time

Direct YouTube link for John Kaiser MIF Talk

Direct YouTube link for MIF Panel

MIF Company Presentation and Interview Video Links
Nevada Exploration Inc (NGE-V) PresentationInterview
The MIF presentation Bracing for the End Time revolves around multiple meanings for the idea that the light at the end of the tunnel is shrinking. The primary concern is with the viability of the resource juniors as a thriving eco-system, a situation made worse in 2020 when every last Boomer has turned 55 and thus, according to most Canadian brokerage firms, should not be allowed to buy resource juniors because they are "unsuitable". This forces Boomers to open discount brokerage accounts where they are on their own, no longer able to rely on experienced brokers for advice about what counts as good, fair or poor value in a resource junior. Post Boomers, namely everybody born after 1964, in turn know little about the resource juniors, have generally come to view mining as something bad, and ignore gold as something for cranky old people. The situation is further complicated by the emerging conflict between Boomers, symbolized by the oldest Boomer Donald Trump, and the Post Boomers symbolized by Greta Thunberg, the champion for doing something about climate change, which I portray as a runaway tram in my graphic depicting the classic moral problem about whose interests to sacrifice. The Boomers, facing their own mortality, are pretty much resigned to an End Time outlook, and, even when they acknowledge that climate change is a real problem with human causes, are skeptical that anything can be done to stop it, so why sacrifice any of their well being on a hopeless cause whose outcome they will not live long enough to experience? I do offer the concept of light-weighting with a focus on niobium for steel and scandium for aluminum as something harmful to neither group, but I am of the view that short of a grand willingness by the Boomers to behave more like their parental Greatest Generation than the Me Generation, Post Boomers cannot escape the sense that the light at the end of the tunnel is shrinking for them too.
I then make the case that gold has become apolitical in that it is no longer about hedging against the fiat currency debasement and hyper-inflation that big government is supposed to generate, but rather that it has become a proxy for a deep uncertainty about the future. In fact the traditional gold bug Boomers who have historically sustained the resource juniors as a leveraged proxy for gold, are for now quite ambivalent about gold, for they have pledged their allegiance to Trump, and intuitively understand that a thumbs up for gold is a thumbs down for Trump, something they are not, for now at least, prepared to do. That would explain the failure of the resource juniors to track gold's uptrend this year, which itself is tracking rising uncertainty about where Trump's policies are leading the future. But that opens a window of opportunity for liberal Boomers and most of the Post Boomers to discover gold as a way they can hedge against the End Times uncertainty. However, since I am not predicting the apocalypse, just a dramatic repricing of gold as an asset class into the $2,000-$3,000 range similar to what happened in the late seventies, which is only a 33% to 100% gain from the current level, gold hardly seems to be worth the bother. But I go on to point out that in the absence of inflation such a real price move has a leveraged impact on resource juniors that can generate 10-bagger plus gains. But Post Boomers will want to feel that they understand this game, have an edge, and, something the Boomers never craved, be influencers in this resource junior game. And so I conclude with a brief outline all of my Share Collective startup and its role in enabling the crowd to visualize the size of the prize and showing what the fair value of that outcome is at the current stage of a project. But this is something I already do within my Kaiser Research service. The next step for the Share Collective is to build a stadium so that everybody can see how members of the crowd are thinking about the future, and in that very act of being seen, have the capacity to influence the behaviour of the market and the rest of the crowd. It isn't enough to make gambling on fundamental outcomes for resource juniors rational, but once a consensus fair value range has been established by the wisdom of the crowd, it becomes possible to bet on the behaviour of the crowd within that range while we wait for the next "news" event from the junior.
The final slide points at Nevada Exploration Inc as an example of how a junior could deliver a 100-bagger over time if it discovers a clone of the 5-6 million ounce Cortez Hills deposit. And, based on the presentation James Buskard gave about NGE right after mine, namely offering the possibility that South Grass Valley could host the equivalent of the 80 million ounce North Carlin District, I can even allow myself to dream about a 1,000-bagger (Kaiser owns shares of Nevada Exploration Inc). It is this sort of story which should be of interest to the Post Boomers, especially when it becomes possible to quantify the size of such a prize and relate it to the current market price of the resource junior.
The very last boilerplate slide states that the current $450 per annum membership fee will be available only until December 31, 2019. During 2020 I will be working on a new web site to replace the current one which is over 15 years old. Because it is an information portal fed by the offline database which I maintain and which also feeds the Share Collective, updating that will be very complicated and I have no idea how long it will take. While I work on the new site I will continue to provide the current web site with its service of Spec and Bottom-Fish value ratings for those members who renew before the deadline with one change. I will use my discretion to unrestrict selected Trackers after a short period during which KRO members benefit exclusively from them. The current policy is to keep it all permanently restricted. If you want to be on board with a KRO membership during 2020, subscribe or renew by December 31, 2019.


Posted: Nov 13, 2019JK: Discovery Watch November 13, 2019 with Jim Goddard and John Kaiser
Published: Nov 13, 2019HSC: Discovery Watch November 13, 2019: Things finally looking for Skeena
Effective January 1, 2019 we have new Membership Fees and an expanded Spec Value Rating System. The new price in 2019 will be $450 annually or $200 for 90 days. The KRO Favorites List was published on January 1, 2019. Check out the catalog of Free Stuff at KRO.

Discovery Watch is a weekly 15-30 minute audio show produced by HoweStreet.com where Jim Goddard interviews John Kaiser about resource juniors with projects 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 and will include projects that may be of interest only because they are in the limelight. Jim and John will periodically circle back to review the projects and if necessary close them out as no longer worth watching. KRO will keep track of projects mentioned through Discovery Watch with HoweStreet.com. Discovery Watch is available via YouTube or Podcast.

Discovery Watch Audio Links
Skeena Resources Ltd (SKE-V)





Eskay Creek Canada - British Columbia 5-PEA Au Ag Nov 13, 2019 - 0:00:01

Eskay Mining Corp (ESK-V)





Corey Canada - British Columbia 2-Target Drilling Au Ag Cu Pb Zn Nov 13, 2019 - 0:11:40

Forum Energy Metals Corp (FMC-V)





Janice Lake Canada - Saskatchewan 3-Discovery Delineation Cu Ag Nov 13, 2019 - 0:20:27

Disclosure: JK owns none of the companies mentioned; Eskay Mining, Forum Energy and Skeena are Bottom-Fish Spec Value rated

Posted: Nov 5, 2019JK: Discovery Watch November 5, 2019 with Jim Goddard and John Kaiser
Published: Nov 5, 2019HSC: Discovery Watch November 5, 2019: Will Rare Earth Mania 2.0 Actually Happen?
Effective January 1, 2019 we have new Membership Fees and an expanded Spec Value Rating System. The new price in 2019 will be $450 annually or $200 for 90 days. The KRO Favorites List was published on January 1, 2019. Check out the catalog of Free Stuff at KRO.

Discovery Watch is a weekly 15-30 minute audio show produced by HoweStreet.com where Jim Goddard interviews John Kaiser about resource juniors with projects 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 and will include projects that may be of interest only because they are in the limelight. Jim and John will periodically circle back to review the projects and if necessary close them out as no longer worth watching. KRO will keep track of projects mentioned through Discovery Watch with HoweStreet.com. Discovery Watch is available via YouTube or Podcast.

Discovery Watch Audio Links
NioBay Metals Inc (NBY-V)





James Bay Canada - Ontario 4-Infill & Metallurgy Nb Nov 5, 2019 - 0:00:01

Tri Origin Exploration Ltd (TOE-V)





South Abitibi Canada - Ontario 2-Target Drilling Au Cu Zn Nov 5, 2019 - 0:09:25

Namibia Critical Metals Inc (NMI-V)





Lofdal Namibia 5-PEA REM U Nov 5, 2019 - 0:26:45

Disclosure: JK owns NioBay, Tri Origin, Namibia Critical Metals; Namibia Critical is a Bottom-Fish Spec Value rated Favorite; NioBay and Tri Origin are Bottom-Fish Spec Value rated

 
 

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