Keep a walking, the Recs that are Faxed Our Can't Be Posted, maybe a short RECAP is available as I heard the same was ...RE:
Here are some new notes I compilled with my Due Dilly on the last news release:
1800 X 400 METERS area of Magnetite which is a wave wash shore of old that is HARD ROCK not sand...( at JUST some 3 + , i think and all overall tonnages MIGHT << Safe Harbors and Shores Lined -Ha>> at 1.5 million tons total ) maybe more feet deep...Hi in Calcium Heavy rare Earth Metals with TITANIUM also worth some biG $ an ounce ( or ton ) and Magnatite worth is $70 but shipping COST for Transportation ( it is used in Coal Fired Electric Generation plants as an additive is also $70CN into Canada from USA stateside sources that supply it now and they have nearby logger road and POWER at Site in Alberta controlled by New Blue Ribbon ...so they can sell it at $80 CN a Ton and make a ton...do the math on each 3 feet.... BUT could be much more when prooven up. It has some mica in it and has some CHANCE of the nearby volcanic over 80 million years old as these will maybe basis have diamonds in then also! 80 Million Years is what Alberta Pipes are BTW aand hense why DIAMONificious pipes arte THERE- not Stateside Generally ! Dam - My notes last week with Larry K.
OLD INFO from his site:
canspecresearch.com
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User GUEST from spider-wc054.proxy.aol.com
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Tel: (925)631-9748 Fax: (925)631-9753
Update from John Kaiser - Saturday, August 21, 1999
The July-August issue is scheduled to go to printer August 31.
Have you seen our new feature Bottom-Fish Action, a weekly review that features brief comments on any noteworthy developments affecting the Kaiser bottom-fish? If not, check it out in the Digest section. Every subscriber to the Kaiser Bottom-Fishing Report with email (Basic or Works packages) receives a copy by email. Only Kaiser Works by Fax subscribers receive a fax copy of Bottom-Fish Action.
If you are a subscriber and are not getting Bottom-Fish Action, it means we don't have a current email address for you. Fill out the Feedback form to the left and send us your correct email.
The purpose behind Bottom-Fish Action is to pass on to my readers the little tidbits which don't deserve a Tracker or for which I have not had time to prepare a proper Tracker update. It is also a way to bridge the gap between the bi-monthly (and sometimes worse) hardcopy Report issues. I'll be doing this on a trial basis, and if my readers like this product, I'll make it permanenet.
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About the Bottom-Fishing Publications
The Kaiser Bottom-Fishing Publications are written by John A. Kaiser. High risk speculative securities are the focus of the publications. Product information as well as historical issues are available in this section. Subscribers will be able to view the latest publications such as the Kaiser Bottom-Fish Tracker which are available at no cost to KBFR subscribers until April 1, 1997. However, after April 1, 1997 the latest updates will only be available to KBFT subscribers.
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Friday, February 27, 1998
THE BUFFALO HEAD DIAMOND SHOW
Kaiser Bottom-Fishing Report
Bottom-Fishing Strategy
The Buffalo Head Diamond Show
In This Issue
Market Outlook: Gleaming Silver & Glittering Diamonds
Kaiser's $50,000 Bottom-Fishing Portfolio
Kaiser Portfolio: Transaction Log
Kaiser Portfolio: Status as of February 27, 1998
Diamond Outlook: Restoring Shame to Diamond Ownership
Diamond Outlook: The Central Selling Organization
Diamond Outlook: $7.57 billion rough sales equals $52 billion retail sales
Diamond Outlook: Diamonds are to own forever
Diamond Outlook: A diamond is worth only what you can get for it
Diamond Outlook: Diamonds are consumer items, not investment vehicles
Diamond Outlook: Diamonds as a portable storehouse of wealth
Diamond Outlook: Multiple supply channels threaten price stability
Diamond Outlook: De Beers produces nearly half the world's diamond value
Diamond Outlook: Canada is the biggest supply threat
Diamond Outlook: On the threshold of a diamond theory explosion
Diamond Outlook: The big stick of De Beers
Diamond Outlook: Is a small diamond still better than no diamonds?
Diamond Outlook: Vulgar versus refined diamond marketing
Diamond Outlook: De Beers controls most of the world's hardrock reserve
Diamond Outlook: Quality/size distribution profiles for diamond pipes
Diamond Outlook: CSO controls vast databases
Diamond Outlook: De Beers wants pipes with big, high quality stones
Podium: Introducing the Spec Value Machine
Podium: Racetrack Gambling: an important analogy
Podium: Spec Value Machine: Three Steps
Podium: Step One: Outcome Analysis
Podium: Using the Hard Value Machine in Outcome Analysis
Podium: The Hard Value Machine
Podium: Expectation Set of Possible Outcomes (example)
Podium: Step Two: Probability Analysis
Podium: Probability Table for $1 billion Ultimate Project Value
Podium: Reading the Probability Table
Podium: Step Three: Risk-Reward Analysis
Podium: Spec Value Ratings Table
Podium: What if the SVR says the stock is over-valued?
Podium: What if the SVR says the stock is under-valued?
Strategy: Evaluating Diamond Plays
Strategy: Diamond Exploration Cycle and Probability Table
Strategy: Overview of the Exploration Cycle
Strategy: World Class Diamond Projects: $2 billion UPV
Strategy: Lower UPV improves success probability
Strategy: Speculators uncertain about Alberta's UPV target
Strategy: Speculators are benefiting from a 5 year learning curve
Strategy: Needles in a Haystack vs a Pin-cushion
Strategy: Exploration Cycle Time Frames
Strategy: Inefficiency #1: target prioritization
Strategy: Inefficiency #2: Logistics and processing bottlenecks
Strategy: Inefficiency #3: Lack of funding
Strategy: Setting dictates permitting/construction time frame
Strategy: Information Flow & Opportunity Cost
Strategy: The First Quarter Effect
Strategy: Milestone #0 - is the land position prospective?
Strategy: Clifford's Rule partly right & partly wrong?
Strategy: Clifford's Rule - are you in the race or a scratch?
Strategy: Diamond Stability: the Pressure-Temperature Regime
Strategy: PT stability necessary for preservation
Strategy: Clifford's Archean age requirement
Strategy: Archean age linked to peridotitic diamonds
Strategy: Eclogitic vs Peridotitic
Strategy: Organic carbon vs inorganic carbon
Strategy: Eclogitic diamonds bigger than peridotitic cousins?
Strategy: Perhaps Buffalo Head doesn't violate Clifford's Rule
Strategy: Ashton's diamond pipes make Buffalo Head prospective
Strategy: What is the probability a junior has a world class pipe?
Strategy: What percentage of the craton does the junior control?
Strategy: What is the age of the surface rocks?
Strategy: Milestone #1 - generating kimberlite targets
Strategy: What makes for a good kimberlite target?
Strategy: Indicator Mineral targets
Strategy: Alberta produces only geophysical targets
Strategy: The myth of G10 chemistry
Strategy: Use chemistry as a guide, not an instrument
Strategy: How relevant is South African chemistry elsewhere?
Strategy: Milestone #2 - hitting a kimberlite pipe
Strategy: chemistry needs a big kimberlite intersection
Strategy: Alberta kimberlite needs confirmation by a petrologist
Strategy: Instant Gratification vs the Buildup
Strategy: In Alberta, one pipe leads to another
Strategy: Not more, but bigger and better
Strategy: Tonnage Estimates for Craters and Diatremes
Strategy: Estimating a kimberlite's tonnage potential
Strategy: Dykes & fissures? Too small to estimate
Strategy: Estimating a pipe's surface area
Strategy: Quickie diatreme tonnage estimator
Strategy: Quickie crater tonnage estimator
Strategy: Milestone #3 - demonstrating diamond content
Strategy: No real correlation between macro counts and grade
Strategy: Tli Kwi Cho showed the folly of macro counts
Strategy: Micros are unrelated to macros?
Strategy: Reasons why they tell us next to nothing
Strategy: Market needs data to prioritize between companies
Strategy: Watch for anecdotal reports of big stones
Strategy: More detailed size breakdown needed for macro counts
Strategy: Measuring macros in one dimension includes fragments
Strategy: Mountain Province's not so fragmented fragments
Strategy: 5034 a case study in misleading reporting standards
Strategy: Square screen yields a fifth of the 1-D macros
Strategy: Weights for cubic, spherical and octahedral crystals
Strategy: A new macro-micro reporting standard
Strategy: Diamond Size/Weight Table
Strategy: weight & size differences of various crystal shapes
Strategy: Estimating weights for square screen macro counts
Strategy: Max-Min Weight Estimates for Square Screen Counts
Strategy: Resorption - not always bad
Strategy: Alberta juniors should take the lead with new standard
Strategy: Milestone #4 - getting a grade by mini-bulk sample
Strategy: secrecy an obstacle to intelligent decision-making
Strategy: Correlating counts with mini-bulk sample grade
Strategy: Parcel values meaningless unless representative of pipe
Strategy: For a small parcel to be valued it must be representative
Strategy: Milestone #5 - getting a grade and value
Strategy: grades and values must be representative of pipe
Strategy: Grading diamonds
Strategy: Fancies and other coloured stones
Strategy: Weight and crystal
Strategy: Big stones keep some mines alive
Strategy: Estimating diamond pricing risk for diamond mines
Strategy: Different size profiles for Aber's A154 pipe
Strategy: Milestone #6 & #7- completing a pre-feasibility study and securing a development permit
Strategy: Filing a project description
Strategy: Pre-feasibility & permitting stage tough on juniors
Strategy: Biggest gains achieved with Milestone #5
Strategy: Milestone #8 - Production Startup
Strategy: Dia Met to become Canadian diamond mining giant
Strategy: Dia Met the anchor for Canadian juniors
Alberta Diamonds: Snapshot of the Buffalo Head
Alberta Diamonds: Expectation Set for Ultimate Project Value of Cdn $2 billion
Alberta Diamonds: Buffalo Head Pipe Probability Table Part 1
Alberta Diamonds: Buffalo Head Pipe Probability Table Part 2
Alberta Diamonds: How to read the pipe probability table
Alberta Diamonds: Key to Buffalo Head Property Codes - part 1
Alberta Diamonds: Key to Buffalo Head Property Codes - part 2
Alberta Diamonds: Key to Buffalo Head Property Codes - part 3
Alberta Diamonds: Key to Buffalo Head Property Codes - part 4
Alberta Diamonds: Key to Buffalo Head Property Codes - part 5
Alberta Diamonds: List of Juniors with Exposure to Buffalo Head Part 1
Alberta Diamonds: List of Juniors with Exposure to Buffalo Head Part 2
Keeping Track
Keeping Track: Advanced Projects to Champion
Keeping Track: Cheni to First Point
Keeping Track: Fjordland to Meota
Keeping Track: Meteor to Pioneer
Keeping Track: Pure Gold to Yamana
Kaiser Stock Tracker
Type: Fax or Email
Frequency: Variable (50-100 per year)
Cost: Included with Kaiser Works (US $199 by email & $399 by fax)
Bottom-Fish Tracker Quicklist:
It must be VIA a Fax Distribution...some with the basic {lus let me know:
Chucalo@aol.com
Chucka
P.S.- I found Last Years' Birch Mountain ta;lking Diamond Potential There! ( Ie- NBL- New Blue Ribbon is a Neighbor so to speak)
canspecresearch.com
Thursday, January 21, 1999
BMD-C BIRCH MOUNTAIN RESOURCES
1999 BOTTOM-FISH: MEDIUM PRIORITY
Birch Mountain Resources Ltd (BMD-C)
Priority: Medium
www.birch-mountain.com
Tel: (403) 262-1836
Issued: 24,383,356
Diluted: 27,092,486
Adj Working Capital: $800,000
Overhead Burn: $56,222/mth
Cash Breakup: $0.03
Insider Stake: 37%
People: Doug Rowe/Russ Edwards
Life Cycle Stage: Late
Story: Alberta PGM/diamonds
TROCL Risk: 1+1+1+0+1 = 4
99 Bottom-Fish Range: $0.20-$0.29
Birch Mtn was a 1995 JCP which acquired from insiders a property portfolio in northeastern Alberta. The story was that carbonate rocks in this area hosted gold and platinum group metals not measurable through fire assays. Friedland bought into the story in 1996 and helped out with an Indonesian property. The stock has since come back to earth and Friedland no longer plays a productive role. Birch Mtn has spent over $12 million on its controversial "Prairie Gold" model, and plans a drill program this winter to follow up a tar sands developer's interesting data. Finances are low, but help could come from the diamond potential of Birch Mtn's claims under option to Lytton.
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