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KRO Theme Indices
Publisher: Kaiser Research Online

**KBFO Theme Indices**
KRO Theme Indices are constructed to serve as a tool for comparing the performance of a thematically united group with that of the TSXV Index as well as the performance of each index member to the index itself. Each Theme Index Report will feature long and short term general charts of the theme index and TSXV index normalized to the official start date of the theme index, plus a normalized index of the associated commodity such as gold if applicable, followed by charts comparing the member company normalized to the theme index and the associated commodity. This report also contains information about when a company was added to an index and the portion it represents. All indices start with an equally weighted membership, but subsequent additions are added with the initial member weighting regardless of where the index has ended up. Some indices are "backdated", meaning they include index values prior to the "equal weighting" start date of the initial membership. When a member is delisted from trading pursuant to a takeover bid or merger, or discontinued because it is no longer eligible, the index value contribution by the "discontinued" member stays in the index. However, members who graduate to a higher level index, such as a junior gold producer becoming an intermediate gold producer, will remain as an active member of the lower index. The report will include links to the KRO profile for the member company, and the most recent "Index Member Comment", if any, published by John Kaiser.

Theme Type	Focus	Index Type	Theme Title	Description
Tools	Trends	N/A	Index Trend Spotter	Ranks KRO indices according to the number of consecutive days it has been up or down, ordered from most days up to most days down.
			Index Out and Under Performers	Features 6 reports designed to flag index members which have out or underperformed their index. 2 reports list companies by the number of consecutive days they have out or underperformed by at least 10%, 2 reports by 5%, and 2 reports by absolute number of days out or underperformed by any margin. Companies that did not trade are excluded.
Recommendations	Spec Value Picks	Main	Spec Value Hunter 2012 Index	Features good and absolute relative spec value hunter recommendations made in 2012, starting with the picks migrated from the Bottom-Fish and SVH editions closed out on December 30, 2011.
	Bottom-Fish	Main	Bottom-Fish 2012 Index	Features bottom-fish from the 2012 Edition launched on July 13, 2012.
		Main	Bottom-Fish 2009 Index (Closed)	Features bottom-fish recommendations from the 2009 Edition launched on December 24, 2008 and includes bottom-fish recommendations added during 2009. This edition was closed out on December 30, 2011. The index, however, will continue to update with all positions frozen.
		Main	Bottom-Fish 2010 Index (Closed)	Features bottom-fish recommendations from the 2010 Edition launched on December 31, 2009 and includes bottom-fish recommendations added during 2010 and 201. This edition was closed out on December 30, 2011. The index, however, will continue to update with all positions frozen.
		Basket	2011 Core Picks Basket Index (Closed)	Four favorite stocks selected on Jan 14, 2011 by John Kaiser for 2011. Closed December 30, 2012.
Area Play	McFauld's Lake	Main	McFauld's Lake Index	Minimum 25% net interest in property within 150 km radius of Eagle One deposit in McFauld's Lake region of northern Ontario.
Country	Ecuador	Main	Ecuador Country Metals Index	Companies which have a dedicated focus or significant precious or base metals project in Ecuador.
	Colombia	Main	Colombia Country Metals Index	Companies which have a dedicated focus or significant precious or base metals project in Colombia.
Regional	Nevada	Main	Nevada Junior Gold Regional Index	Includes resource juniors which have a primary exploration focus on Nevada, or whose flagship project is in Nevada, and which are focused on gold.Closed on August 31, 2012.
	Nevada	Main	Nevada Gold Expl 2012 Index	Includes companies with a primary focus on Nevada involving a gold exploration project whose feasibility has not yet been established. Created on August 31, 2012 to replace the Nevada Junior Gold Regional Index.
	Yukon	Main	Yukon Regional Index	Companies which have a major project in the Yukon or focus at least 50% of their exploration efforts on Yukon projects.
Single Page Display of short term Commodity Charts and 120 Day Performance
Commodity	Diamonds	Main	Cdn Diamond Juniors Index	Includes TSX and TSXV listed companies whose primary focus is diamond exploration or mining. Discontinued December 30, 2011 due to heavy membership attrition from takeovers and strategic decisions to branch into other metal exploration or give up entirely on diamonds,
		Main	KRO Diamond Index	Includes TSX and TSXV listed companies whose primary focus is bedrock diamond exploration or mining. Established December 30, 2011.
	Gold	Main	Major Gold Producer Index	Company produces at least 500,000 ounces gold annually and is listed on a North American stock exchange.
		Main	Intermediate Gold Producer Index	Company produces 100,000-500,000 ounces gold annually and is listed on a North American stock exchange.
		Main	Junior Gold Producer Index	Company produces 25,000-100,000 ounces gold annually and is listed on a North American stock exchange.
		Main	Major Non-Producer Gold Index	Company is primarily involved in the exploration and development of an gold project. Index eligibility occurs when the company reports a net gold resource in excess of 3 million oz whose GMV represents more than 50% of the total GMV in a dual metal resource, and more than 40% of the GMV in multi-metal resources. Companies which are index members and commence commercial production stay in the index.
		Main	Intermediate Non-Producer Gold Index	Company is primarily involved in the exploration and development of an gold project. Index eligibility occurs when the company reports a net gold resource in the range of 1-3 million oz. Companies which are index members and commence commercial production or graduate to the Senior Non-Producer Index stay in the index.
		Main	Junior Non-Producer Gold Index	Company is primarily involved in the exploration and development of an gold project. Index eligibility occurs when the company reports a net gold resource in the range of 500,000-1,000,000 oz. Companies which are index members and commence commercial production or graduate to the Intermediate Non-Producer Index stay in the index.
	Silver	Main	Silver Index	Features companies which have positioned themselves as "silver" companies, in which case they must have either a minimum net resource of 10 million oz silver or a producing silver mine, or which have a polymetallic resource base in which silver represents the highest GMV percentage among the suite of metals present. Companies are added to the index on the day a major silver acquisition was made.
		Main	Silver Producer Index	Company is primarily a silver producer and added at the startup of silver production.
	Copper	Main	Intermediate Copper Index	Company is primarily involved in the exploration and development of an advanced copper project. Index eligibility occurs when the company reports a net copper resource in excess of 2 billion lbs. Includes companies that are predominantly copper producers but excludes those with a market capitalization greater than $5 billion at start of index.
	Nickel	Main	Junior Nickel Index	Includes North American listed companies whose primary focus is the exploration and development of an advanced nickel project where nickel is the target metal.
	Zinc	Main	Junior Zinc Index	Includes North American listed companies whose primary focus is the exploration and development of an advanced zinc project where zinc is the dominant metal.
	Molybdenum	Main	Junior Moly Index	Includes North American listed companies whose primary focus is the exploration and development of a molybdenum project where molybdenum is the target metal.
	Uranium	Main	Uranium Pounds in the Ground Index	Companies become a member when they acquire a project with a historical uranium resource, or, if an exploration company, when they report a uranium resource estimate.
		Main	Uranium Exploration Juniors Index	Includes companies which have made uranium exploration their primary focus, and which have not acquired a project with a historical resource, and have not yet reported a resource estimate for an exploration play. Index members which subsequently acquire a project with a resource or report a resource for a new discovery will be added to the Uranium Pounds in the Ground Index, but will also remain an active member of the Uranium Exploration Juniors Index.
	Specialty Metals	Main	Specialty Metals Index	Included in this index are juniors who have either explicitly identified themselves as focused on specialty metals, or whose flagship project has a specialty metal which is dominant or critical to the potential economics of the project. Companies where a specialty metal is only a by-product credit, as is the case with nickel-cobalt and many zinc deposits which may contain indium, antimony or bismuth, have been excluded. Metals associated with iron deposits such as titanium, chromium and manganese are excluded, as are elements associated with the fertilizer industry such as phosphate and potassium. Also excluded are companies whose key projects would be normally classified as industrial or mineral. Subject to these conditions, the metals considered for this index are: rare earth elements, beryllium, lithium, tungsten, vanadium, lithium, magnesium, tin, gallium, germanium, indium, antimony, bismuth and tantalum. The rationale for this index is to highlight those metals whose demand is linked to evolving technological applications or whose supply has been historically restricted to certain regions.
		Main	Rare Earth Index	Included in this index are Australian and Canadian listed public companies who are focused on the exploration, development and/or production of an advanced rare earth deposit. The one exception is Neo Materials which has specialized in sourcing rare earth oxides from Chinese producers and processing them into downstream products. Neo is shifting toward developing its own rare earth supply outside of China. The index starts on Jan 2, 2004. Although some of the members owned a rare earth deposit before inclusion in the index, the timing of inclusion was based on the judgement as to when the junior publicly made its advanced rare earth project its primary focus.
		Main	Lithium Index	Included in this index are Canadian listed public companies who are focused on the exploration, development and/or production of brine or hardrock sourced lithium. Because only a couple lithium juniors existed at the end of 2008, the index starts on July 2, 2009. The index was constructed on May 10, 2011; companies which claimed a lithium project but are now reporting on other metal projects are excluded, as are those who include lithium in their list of "rare metals" they are seeking.
	Industrial Minerals	Main	Fertilizer Index	Primary focus is development or production of a mineral such as potash or phosphate used as a fertilizer or feed supplement by the agriculture industry.
People	Frank Giustra	Main	Giustra Group Index	A company is included in the Giustra Group Index if Endeavour Financial was pivotal in arranging the company's destiny and financing, if key administrators associated with Endeavour such as Gordon Keep were involved, or if Frank Giustra and/or his charity foundations show up. It does not include companies where promoters in their own right such as Clive Johnson, Tony Williams or Ian Rozier are pivotal, though it does include Bob Cross companies where the presence of the Giustra people tree is evident. The index starts with 2 companies, Wheaton River, which marked Giustra's return to the resource sector in 2001 after his Lions Gate hiatus with a style very different from that which characterized "his" companies during the nineties as a principal of Yorkton, and Endeavour Financial, the merchant banking entity affiliated with Giustra.
	Hunter-Dickinson	Main	Hunter-Dickinson Group Index	Includes only companies which are fully managed by Hunter-Dickinson Inc.
	Lukas Lundin	Main	Lundin Resource Group Index	Includes only those companies in which Lukas Lundin or the estate of his father Adolf Lundin have a stake, and which are involved in the resource sector.
	Ross Beaty	Main	Ross Beaty Group Index	Includes companies in which Ross Beaty is an insider or in which his flagship Pan American Silver is the dominant shareholder. The index starts with 1 company, Pan American Silver. The initial copper company called Lumina Copper Corp following an RTO on May 29, 2003 is presented as Regalito. No provision was made for the 3 additional companies spun out on the basis of 1 share each of Global Copper, Northern Peru and Lumina Resources for each original Lumina share on May 19, 2005. The latter were added to the index based on the closing price the day they started trading.

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