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The KE Report

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The KE Report provides exclusive interviews with private money managers and sub $10 billion market cap stocks. Interviews are published daily to help investors navigate the markets.

246 episoder

#Trading #Business #KE Report

The KE Report

updated för ungefär 8 timmar sedan

Dela

Serie hem•Feed

The KE Report provides exclusive interviews with private money managers and sub $10 billion market cap stocks. Interviews are published daily to help investors navigate the markets.

246 episoder

#Trading #Business #KE Report

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1
Wheaton Precious Metals - Growth Plans, Streaming Advantages & What To Expect In 2025 28:21

för 8 hours sedan28:21

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28:21

Randy Smallwood, President and CEO of Wheaton Precious Metals ( TSX | NYSE | LSE: WPM ), outlines the company’s multi-year growth strategy and discusses how the streaming model is uniquely positioned to thrive in today’s precious metals market. Randy shares how Wheaton is entering a major growth cycle, targeting a 60% increase in production by 2031, supported by a robust balance sheet ($829M in cash, no debt) and four new mines beginning deliveries in 2025. Key topics include: Flagship Asset Growth: Updates on Salobo Phase 3 and Antamina, both poised for higher-grade output. New Production in 2025: Blackwater (Artemis Gold), Goose (B2Gold), Mineral Park, and Platreef (Ivanhoe Mines). Strategic Leverage: The benefits of streaming over royalty models - especially in a rising gold price environment. Montage Gold Case Study: How a 100% stream-financed model could reshape single-asset project development. Jurisdiction & ESG Strategy: How Wheaton manages political and community risks, while recently expanding selectively into Africa. Investor Sentiment: Rising interest from generalist funds and Western retail investors, especially in silver exposure (~40% of WPM’s revenue). Click here to visit the Wheaton Precious Metals website.…

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Weekend Show - Joe Mazumdar & Dan Steffens - High-Margin Miners & Undervalued Energy: Where Smart Money Is Moving in Gold, Oil and Nat Gas 1:00:54

för 1 day sedan1:00:54

1:00:54

Welcome to the KE Report Weekend Show! On this weekend's show, we take a step back from the daily market noise to focus on the broader trends in the gold and energy sectors. We explore how investors are positioning across the commodity equity spectrum, from large-cap producers to junior explorers, and highlight key developments on the production side that could influence both prices and sentiment moving forward. Segment 1 & 2 - Joe Mazumdar, Editor of Exploration Insights, returns to break down his comprehensive analysis of North American-listed gold producers, highlighting how companies like Agnico Eagle, Kinross, Alamos, Lundin Gold, and Dundee Precious Metals stand out due to high margins, strong balance sheets, and consistent operational execution. He also discusses shifting investor preferences between growth, dividends, and jurisdictional risk, along with the growing competition from royalty companies and implications from recent M&A activity. Click here to visit the Exploration Insights website to follow along with Joe. Segment 3 & 4 - Dan Steffens, President of the Energy Prospectus Group, returns to share his outlook on oil and natural gas prices, citing geopolitical risks, seasonality, and LNG-driven demand as key factors shaping the market. He explains why U.S. oil production may have peaked, lays out his bullish thesis on natural gas amid rising AI-driven electricity demand, and highlights specific small-cap energy stocks like Hemisphere Energy, Rubellite Energy, and Range Resources that offer strong free cash flow and dividend potential in a low-price environment. Click here to visit the Energy Prospectus Group website for more energy market and stock analysis. If you enjoy the show, be sure to subscribe to our podcast feed ( KER Podcast ), YouTube channel , and follow us on X for more market commentary and company interviews. Don’t forget to subscribe and leave us a review! Also check out our Substack where we email you summaries of Daily Editorials and the Weekend Show! Click here to check it out.…

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Robert Sinn – Macroeconomic Market Movers, Outlook On Gold, Silver, Copper, And The Resource Stocks 41:00

för 2 dagar sedan41:00

41:00

Robert Sinn, (aka Goldfinger on CEO.ca and CeoTechnican on X) and publisher of Goldfinger Capital on YouTube and Substack, joins me for a wide-ranging discussion on macroeconomic market movers as well as his fundamental and technical outlook on gold, silver, copper, and their related resource stocks. There are a range of topic covered which include: The Trump administration’s policy on tariffs, the US dollar, and interest rates, Fed policy, the volatility in US equity markets, China’s economic health and response back to US tariffs, gold as the sole safe haven, Q1 earnings season in the gold producers through the lens of Newmont’s report this week, silver as a catchup trade, the smaller universe of silver stocks, Doctor Copper’s prognosis on global economic health, and the muted reactions lately in the copper stocks. https://ceo.ca/@goldfinger Click here to follow Robert on X/Twitter https://www.youtube.com/@GoldfingerCapital/videos Follow Robert’s analysis on Substack…

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Colibri Resources – Recap Of Recent Drill Program, The Move To Test Mining A Bulk Sample, Upcoming Resource Estimate And PEA At The El Pilar Gold Silver JV Project 9:39

för 2 dagar sedan9:39

9:39

Ian McGavney, President and CEO of Colibri Resources (TSX.V:CBI – OTC:CRUCF), joins me to provide a comprehensive exploration update from the recent drill program that wrapped up in Q1, and a look ahead to the coming test mining and bulk sample, Maiden Resource Estimate, and Preliminary Economic Assessment (PEA) on tap for this year on their Pilar Gold Silver JV Project located in Sonora Mexico. We start off having Ian recap the key takeaways from the 10-hole exploration program over 1,167 meters at the Pilar Gold Silver Project, with their JV project partners Tocvan Ventures Corp (CSE:TOC)(OTCQB:TCVNF) as operators. In this Joint Venture Colibri has 49% ownership and Tocvan has 51% ownership. Results released to the market on April 16th highlighted an intercept (in drill hole JES-25-112) of 7.2 g/t Au and 80 g/t Ag over 2.6 meters, within a mineralized zone that averages 0.5 g/t Au over 46.9 meters starting from 54.5 meters downhole. Drill hole JES-25-112 is located 70 meters south of past drill hole JES-22-62, which returned 108.9 meters of 0.8 g/t Au (see April 26, 2022 News Release). Step-out drilling south of the Main Zone has extended the high-grade corridor and a new target outcrop has also been identified, about 1km Northeast of the Main Zone. The data from these recent drill holes will be compiled with the 25,000 meters of prior drilling on this Project and feed into an NI-43-101 Resource Estimate for later in the year. Additionally, the JV companies are presently outlining a permitting and operations strategy to build a pilot facility at Pilar. The facility will support a robust test mine scenario with an aim to process up to 50,000 tonnes of material. Timelines and budgets are being prepared with the goal of moving forward on its development in very near term to potentially take advantage of the historically high gold prices. All the information from the resource and the bulk sample will then feed into the PEA slated for later this year. If you have any follow up questions for Ian regarding Colibri Resources, then please email them in to me at Shad@kereport.com . Click here to follow the latest news from Colibri Resources…

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Elemental Altus Royalties – Record Annual Revenue In 2024 And Growth Strategy In 2025 23:38

för 3 dagar sedan23:38

23:38

Fred Bell, CEO of Elemental Altus Royalties (TSX.V:ELE) (OTCQX:ELEMF), joins me to review the key takeaways from the Q4 and full year 2024 financials, including record quarterly and annual revenues and cash flows, marking their seventh consecutive year of revenue growth. We also discuss the financial and development growth on tap for 2025, with updates at key royalty partner operations. Full Year 2024 Highlights: Record revenue of US$16.3 million and record adjusted revenue1 of US$21.6 million, up 39% on 2023 Gold Equivalent Ounces1 ("GEOs") of 8,987 ounces (9,122 GEOs in 2023) with production from Korali-Sud pushed into Q1 2025 Record Operating Cash Flow plus Caserones dividends of US$8.7 million, up 42% on 2023, and record adjusted EBITDA1 of US$15.1 million, up 53% on 2023 US$33.5 million of accretive royalty acquisitions including producing gold royalties over Bonikro, Ballarat and SKO mines Repayment of US$27 million of debt, with remaining debt repaid in full in Q1 2025 leaving a fully undrawn US$50 million facility with NBC, CIBC and RBC Fourth Quarter 2024 Highlights: Record Q4 revenue of US$5.5 million and record adjusted revenue1 of US$6.8 million, up 21% on Q4 2023 and with no contribution from Korali-Sud Q4 attributable GEOs1 of 2,552 ounces (2,843 GEOs in Q4 2023) Record Operating Cash Flow plus Caserones dividends of US$3.3 million, up 54% on Q4 2023, and record Q4 adjusted EBITDA1 of US$4.8 million, up 72% on Q4 2023 2025 Outlook Record guidance of 11,600 to 13,200 GEOs, translating to record adjusted revenue of US$30.1 million to US$34.3 million, based on a gold price of US$2,600/oz and a copper price of US$4.00/lb This represents a 38% increase in GEOs and 50% year-on-year increase in adjusted revenue at the mid-point of guidance, with full exposure to higher gold prices Production is anticipated to be weighted towards the first half of the year, driven by first gold sales at the Korali-Sud royalty and Caserones shipments delayed from Q4 2024 into Q1 2025 Up to US$15 million in one-off payments, with over US$10 million expected in the first half of the year Fred breaks down the financial strength of the company, and the leverage of it’s balance sheet to rising production and revenues in a higher metals price environment. He also highlighted with the roughly $5 million in cash on hand, the expected revenues over $30 million this year, a number of additional incoming $15 million in one-off payments, and the $50 million credit facility on hand, that the company is in a great position to keep reviewing acquisition transactions in the year to come. Wrapping up we cover some of the anticipated growth of the projects at their key cornerstone royalty assets: Caserones, Karlawinda, Korali-Sud, as well key royalties on compelling development projects in their portfolio like Arizona Sonoran’s Cactus project in Arizona, Focus Minerals’ Laverton project in Western Australia, and Firefly Metals Pickel Crow project in Ontario. If you have any follow up questions for Fred regarding Elemental Altus Royalties, then please email them to me at Shad@kereport.com . In full disclosure, Shad is a shareholder of Elemental Altus Royalties at the time of this recording, and may choose to buy or sell shares at any time. Click here to view recent news on the Elemental Altus Royalties website…

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Brien Lundin - Gold’s Safe Haven Surge, Central Bank Buying, and Juniors on the Move 18:47

för 3 dagar sedan18:47

18:47

Brien Lundin, Editor of Gold Newsletter and Host of the New Orleans Investment Conference (Nov 2–5) joins us to share his insights on the current precious metals bull market and how investors should approach it. Brien emphasizes the shift in playbook from bear to bull market especially in the precious metals stocks. Key themes covered in this interview: Gold's parabolic rise to $3,500, its sharp retracement, and the broader macro drivers including Chinese buying, USD weakness, and Western skepticism. Why central banks, not retail investors, are driving this gold bull market, and how that changes the usual "crowded trade" narrative. Juniors gaining traction: Exploration funding is flowing again as drill results impress and production-stage juniors like Luca Mining (LUCA.V) see renewed upside. Outlook on potential M&A: Developers with large, high-quality resources like Banyan Gold and Meridian Mining may soon be on the majors' radar. Click here to learn more about the Gold Newsletter.…

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Founders Metals: New Drill Results, Expands Gold Zone Over 1km at Buese, and 60,000m Program Update 20:25

för 3 dagar sedan20:25

20:25

Colin Padget, President and CEO of Founders Metals (TSX.V:FDR - OTC: FDMIF - FRA:9DL0), joins us to discuss the latest developments at the company’s flagship Antino Gold Project in Suriname. Colin provides a detailed breakdown of drill intercepts and explains how Founders is building towards a multi-deposit, bulk-tonnage resource. He also highlights ongoing drilling (over 15,000m completed of a planned 60,000m) and outlines what results are coming next. Key themes include: Significant step-out drill results at the Buese target, expanding gold mineralization over 1km Strategy for linking Buese and Upper Antino into a broader mineralized corridor Insights from a newly published scientific study validating the project’s large-scale orogenic gold system potential Exploration balance: high-priority zones vs. regional discovery drilling across multiple targets Corporate growth: Welcoming Barry Macdonald to the Board of Directors and Audit Committee Chair If you have any follow up questions or topic you would like Colin to address please email me at Fleck@kereport.com . Click here to visit the Founders Metals website.…

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Aztec Minerals - $3million Financing, Drilling Plans at Tombstone 10:03

för 3 dagar sedan10:03

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Simon Dyakowski, President and CEO of Aztec Minerals (TSX.V:AZT - OTCQB:AZZTF), joins me to discuss the company’s recent financing update, planning to raise $3million, and outlines plans for an upcoming drill program focused on expanding high-grade silver-gold mineralization at the Tombstone Project, in Arizona. In this interview: Aztec announces an up to C$3M private placement, already largely allocated Upcoming drill program targets the Southern Extension and Westside areas, following up on high-grade results from last year’s program Deeper CRD-style mineralization to be tested, guided by historic intercepts and strong geophysical anomalies Exploration remains on schedule with drill mobilization anticipated by late May or early June Please email me any questions you have for Simon. My email address is Fleck@kereport.com . Click here to visit the Aztec Minerals website.…

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Sierra Madre Gold And Silver – Q4 And Full-Year Operations And Financials - Future Growth Initiatives 23:32

för 4 dagar sedan23:32

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Alex Langer, President and CEO of Sierra Madre Gold And Silver (TSXV: SM) (OTCQX: SMDRF), joins me to review the Q4 and full-year 2024 operations and financial metrics from ramp up production at the La Guitarra Mine and processing plant, in Mexico. We also look a number of future development and exploration value drivers for the Company across their district-scale land package. FY 2024 and Q4 2024 Financial Highlights Net Revenues: After refining, treatment and smelting charges, the Company recorded net revenues of $6.5 million in the six-month period ended December 31, 2024, or approximately $28.35 per silver equivalent ounce ("AgEq ounce"). The Company averaged $30.37 per silver ("Ag") ounce sold and $2,594 per gold ("Au") ounce sold in the six-month period of operations to December 31, 2024. In Q4 2024, Sierra Madre recorded silver revenues totaling approximately $1.9 million ($31.58 per Ag ounce) and gold revenues totaled approximately $2.4 million ($2,667 per Au ounce). Cost of Sales was $5.1 million for the six-month period ended December 31, 2024, approximately $22.40 per AgEq ounce sold, representing $20.95 per AgEq ounce sold in Q4 ($2.8 million) and $24.13 per AgEq ounce sold in Q3 ($2.3 million). Gross profit was $1.36 million for FY 2024. Alex then lays out the envisioned plan is to run the mill at 500 tpd most of next year, at the slated commercial production throughput. However, he then also shares the pathway forward where a modest amount of equipment can be purchased and installed to grow the mill throughput to 650 TPD in 2026, and then all the way up to 1,000+ TPD by the end of 2027. In addition to the potential of growth through production, we also discuss the leverage that a silver and gold producer like Sierra Madre will have to the potential of rising metals prices in 2025 and 2026. Next we shift over into the larger growth vision of the company, as it will turn it’s it focus to exploring this district scale land package the end of next year, funded through organically generated revenues. The property hosts 8 different past-producing mines, with the first 2 priorities being to explore around the El Rincon and Mina de Agua mines. Additionally, there is a non-compliant 17 million ounce historic resource at the Nazareno Mine, and also solid underground infrastructure at the nearby high-grade Coloso Mine, that First Majestic had put quite a bit of sunk cost into already. Moving the Coloso Mine back into production will be another near-term area of future expansion, which could see supplementary production complimenting the current production coming out of La Guitarra. If you have any questions for Alex regarding Sierra Madre Gold and Silver, then please email them to me at either Shad@kereport.com. In full disclosure, Shad is a shareholder of Sierra Madre Gold & Silver at the time of this recording. Click here to follow along with the latest news from Sierra Madre Gold & Silver…

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Scorpio Gold - Focusing On The Manhattan Project, Drilling And A Gold Resource In the Near Term 12:45

för 4 dagar sedan12:45

12:45

Zayn Kalyan, CEO of Scorpio Gold (TSX.V:SGN - OTCQB:SRCRF - FSE:RY9) joins us to discuss the company’s refined strategy in Nevada, focused on the Manhattan Project. Key Themes: Reallocating capital: Following the recent C$7M financing, Scorpio is shifting focus away from small-scale production at Mineral Ridge toward unlocking larger, district-scale potential at the Manhattan Project. Manhattan resource update: Zayn outlines the progress made on compiling and validating over 2,400 drill holes, ahead of a resource estimate. Upcoming exploration: The company plans to drill 6,000-10,000 meters this year. Strategic sale of Mineral Ridge: Scorpio is actively entertaining offers to sell the asset, with Zayn explaining why it's no longer aligned with the company’s long-term vision. The Manhattan Project is located just 10 miles south of Kinross’s Round Mountain mine Zayn highlights the strategic upside with existing infrastructure and a nearby NSR held by Kinross. Click here to visit the Scorpio Gold website to learn more about the Company.…

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Michael Belkin - Outlook on Gold Stocks and Market Divergence 30:42

för 4 dagar sedan30:42

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Michael Belkin, a long-time market strategist and editor of the Belkin Report and Belkin Gold Stock Forecast, joins us for an in-depth conversation on why gold and gold stocks may be the last assets standing in an increasingly volatile and overvalued global market. In this interview, Michael shares his evolving thesis since our last discussion in February, highlighting a parabolic move in gold, growing central bank demand, and how the supposed “most crowded trade”, as labeled in the recent Bank of America Global Fund Managers Survey, is still largely under-owned by institutional investors. Key Topics Discussed: Why the "crowded trade" label on gold may be misleading - and actually bullish. How central banks are steadily de-dollarizing and reallocating into gold. The disconnect between rising gold prices and underperforming gold equities. Top stock picks: Newmont (NEM), Kinross (KGC), Iamgold (IAG), Harmony Gold (HMY), and B2Gold (BTG). Michael’s silver favorites: First Majestic (AG) and Endeavour Silver (EXK). Whether generalist fund managers will be forced into large-cap gold stocks as earnings surge. A bleak outlook for global equities, AI bubble stocks like Nvidia, and international markets like the DAX and China’s FXI. Why gold equities may diverge positively from the broader market even in a downturn. Gold Stock Forecasts are available at: BGSF Discount Coupons are available upon request for KER listeners. Contact Marc at marcb@hyperpyron.com .…

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Headwater Gold - Advancing Multiple High-Grade Gold Projects Across Nevada With Major Partners: New Projects and Recent Drill Results with Exploration Partner Newmont 18:49

för 4 dagar sedan18:49

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Caleb Stroup, President and CEO of Headwater Gold (CSE:HWG - OTCQB:HWAUF), joins us to provide an overview of recent project acquisitions and drill results, all in Nevada. As a hybrid prospect generator/explorer, Headwater is advancing projects both independently and through earn-in partner Newmont. Here are the highlights: 🔹 Spring Peak & Lodestar Projects (Newmont Earn-In): Newmont continues to fund aggressive drilling at the Spring Peak project, where 2024 drilling expanded known zones and discovered new ones, including a high-grade intercept of 3.5 g/t Au over 7.7 meters. The focus for 2025 will shift toward Lodestar, with a $2M minimum spend by Newmont. 🔹 Permitting and Scale: Headwater is pursuing a significant expansion of its permitted drill area at Spring Peak, aligned with a strategy to demonstrate district-scale gold potential, rather than rush into early resource delineation. 🔹 New Projects: Whiskey and Jake Creek Whiskey Project: Acquired 100% via lease-option, this epithermal gold project in Mineral County has returned rock chip samples up to 19.2 g/t gold. Initial surveys and historic drilling support strong potential across multiple targets. Jake Creek Project: Adjacent to Barrick-Newmont’s Turquoise Ridge, this project hosts 47m of ~1 g/t Au from historic drilling and shows signs of a preserved epithermal system. Headwater holds 100% ownership. 🔹 Strong Financial Position & Partnering Outlook: With ~$2.5-3M in cash and increasing interest from majors, Headwater is positioned to fund internally-led programs and negotiate additional partnerships. Please email your questions for Caleb to us at Fleck@kereport.com and Shad@kereport.com . Click here to visit the Headwater Gold website to read over the recent news.…

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Sitka Gold - Deepest, Highest-Grade Hit to Date at RC Gold Project 14:26

för 4 dagar sedan14:26

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Mike Burke, Director and VP of Corporate Development at Sitka Gold (TSX.V:SIG - OTCQB:SITKF - FRE:1RF), joins me to unpack the April 22nd news release reporting drill results from Hole 75 at the RC Gold Project in Yukon. This hole marks the deepest and highest-grade gold intercept to date, with highlights including: 108.9m of 3.27 g/t gold, including 45.0m of 4.52 g/t gold at depth A broader interval of 352.8m grading 1.55 g/t gold, all within the Blackjack deposit Early evidence for a potential underground mining scenario below the current pit-constrained resource Mike explains how this hole steps out from a previously high-grade interval (Hole 68), what the figures show in cross-section and plan view, and why deeper mineralization could transform both the scope and economics of this project. We also discuss: The 30,000-meter fully funded drill program and upcoming assays from Hole 76 Expansion plans for other targets across the property, including Eiger, Saddle, and Rhosgobel The strategy with over $25 million in the treasury If you have any follow up questions for Mike please email me at Fleck@kereport.com . Click here visit the Sitka Gold website to learn more about the Company.…

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Dave Erfle - Gold Volatility, Miners Lag, and M&A This Week 16:18

för 5 dagar sedan16:18

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We’re joined by Dave Erfle, Founder and Editor of Junior Miner Junky, to break down the latest surge and correction in the gold price, and how investors should be reading the signals from gold stocks. Key topics covered: Market-wide volatility and gold’s role as the only true safe haven Why miners sold off even as gold peaked, and what that signals Expectations for Q1 earnings: Will high margins attract new interest? Why M&A activity is heating up but still largely driven by Asian firms Context on the sector’s size: Market value has been growing fast Dave also highlights recent takeovers like Lumina Gold and Triple Flag’s acquisition of Orogen, and explains why generalists may soon rotate into miners as broader markets stay unstable. Click here to visit the Junior Miner Junky website to learn more about Dave’s investment letter.…

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Erik Wetterling – PM Stocks Have Muted Reaction To Record High Gold Prices Above $3400 25:26

för 6 dagar sedan25:26

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Erik Wetterling, Founder and Editor of The Hedgeless Horseman website, joins me to discuss gold’s standout role as a safe haven, amidst the extreme market volatility; and how all of this is translating into muted reactions in gold stocks to their improving economics and the rerating opportunities present at current valuations. –> Key themes covered in this interview: The gold price rose to record highs again today over $3,440, on the back of global uncertainty and a continued selloff in US general equity markets. Every market was down today expect for gold, and to a lessor extent, silver. We note the odd market action where a number of prominent precious metals producers sold off for a big portion of the day, with their margins continuing to expand, only clawing their way higher towards the end of the trading session. Many development projects with gold as primary or contributing input and expanding economics, were also selling off during much of Monday’s trading session, with some recovering in the final hour of trading. The importance of market psychology and investor sentiment trends into price moves; noting that some investors may not believe this move higher in metals prices is going to stick or have become too fearful to take actions. Other investors may be concerned by the selling in other markets, and thus they have been pulling profits on one of the few sectors in the green this year. A nuanced look at why we aren’t seeing a much bigger increase in merger and acquisition deals across the spectrum of gold companies. We do note the takeover deal announced today though, where Lumina Gold Corp. (TSXV: LUM) (OTCQB: LMGDF) is being acquired by CMOC Singapore Pte. Ltd. Reflections on how profitable even the Tier 2 and Tier 3 gold mines are at present, and the amount of M&A that has focused around Tier 2 and Teir 3 gold projects the last few years. Despite the retail obsession with discussing Tier 1 deposits, at the exclusion of everything else, there really are very few assets of this size and scale. There are plenty of opportunities available to investors further down the spectrum of projects that may still have large valuation disconnects. Click here to visit Erik’s site – The Hedgeless Horseman…

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Craig Hemke – Gold Breaks $3,400 as Global Markets Unravel 21:37

för 6 dagar sedan21:37

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Craig Hemke, founder and editor of TF Metals Report , joins us to break down an increasingly chaotic market environment where gold surges while nearly everything else sells off. With the S&P 500 down over 3%, the U.S. dollar dropping 11% in 100 days, and bond yields rising, Craig unpacks what’s driving this unprecedented divergence, and why gold continues to be the major winner. Key themes we cover: Capital flight out of U.S. assets and the breakdown of traditional “safe havens” Why this gold move feels different from any in recent memory Gold stocks lagging despite surging margins at $3,400 gold The potential setup for silver to play catch-up as the gold-silver ratio holds above 100 Whether gold stocks could finally decouple from silver and get re-rated on fundamentals Craig also shares insights on the Commitment of Traders (COT) report, revealing gold’s rally is not driven by overcrowded hedge fund positioning, but possibly a commercial short squeeze. We close with a look at what gold miners might do with these outsized margins; M&A, dividends, buybacks, or development spending, and whether generalist capital will finally rotate into the sector. Click here to visit Craig’s website - TF Metals Report…

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Maple Gold Mines - First Drill Holes Of 10,000m Program, Step-Out Success at Nika Zone and New High-Grade Targets Emerging 21:03

för 6 dagar sedan21:03

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Kiran Patankar, President and CEO of Maple Gold Mines (TSX-V: MGM - OTCQB: MGMLF - FSE: M3G), joins me for a deep dive into the initial results from the company’s 10,000 meter drill program at the Douay Gold Project in Quebec’s Abitibi Greenstone Belt. On April 3rd, Maple released initial drill results highlighted by 2.0 g/t gold over 108 meters at the Nika Zone, a 300-meter down-plunge step-out from a hole drilled four years ago. This intercept is especially notable given that the Nika Zone currently accounts for just 7% of the current 3Moz resource. Key discussion points include: The geological significance and follow-up plans at the Nika Zone, now the top priority with two rigs turning ahead of spring breakup Additional high-grade intercepts from the Porphyry East Zone, including 15.5 g/t Au over 1m, suggesting potential beyond classic porphyry expectations Broader strategy across the 6x2 km Douay footprint, including near-resource and regional targets How Maple is positioning Douay as a multi-million ounce, scalable asset, with underground bulk tonnage and open-pit development scenarios being explored. The path to a potential resource update later this year and early engineering studies to assess development optionality Please email me your follow up questions for Kiran. My email address is Fleck@kereport.com . Click here to visit the Maple Gold Mines website to learn more about the Company.…

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Banyan Gold - Fully Funded 30,000m Drill Program Underway at AurMac 17:02

för 6 dagar sedan17:02

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Tara Christie, President and CEO of Banyan Gold (TSX.V:BYN - OTCQB:BYAGF), joins me to provide an in-depth update on the 2025 drill program at the company’s flagship AurMac Gold Project in the Yukon. The drills are now turning with over 30,000 meters planned. Banyan is fully funded with $24M in the treasury, and this year’s campaign is designed to advance both near-resource and blue-sky targets while feeding into an updated resource and a Preliminary Economic Assessment (PEA) planned for Q4. We discuss: Three primary objectives of the drill program: high-grade definition, near-resource expansion, and regional discovery. Potential to add and upgrade ounces around the current 7Moz gold resource. Balancing timing between a resource update and the required PEA due by the end of 2025. Market sentiment, share liquidity improvements, and valuation potential vs. Yukon peers. If you have any follow up questions for Tara please email me at Fleck@kereport.com . Click here to visit the Banyan Gold website.…

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Peter Krauth – Pro Tips On Investing In Junior Silver Stocks – Cerro de Pasco, GoGold, Discovery, and Kingsmen 42:54

för 7 dagar sedan42:54

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Peter Krauth, author of the book The Great Silver Bull and editor of the Silver Stock Investor newsletter, joins me for a wide-ranging discussion on the macroeconomic factors continuing to move the precious metal sector, and some pro tips on investing junior silver stocks. This is a longer-format conversation where we cover many areas of consideration like the recent extreme market volatility, the positioning from countries and investors in front of the coming Trump administration tariffs, and gold acting as the sole safe haven when the US dollar and bonds did not. We also review whether the gold:silver ratio will compress, favoring a catchup trade in the silver price to higher levels, despite some concerns regarding the global economic concerns pulling on its industrial component. We also review the lagging effect in the SILJ share price to higher and higher silver prices. During the conversation, Peter and I discuss a number of silver companies which include: Cerro de Pasco Resources Inc. (TSX.V: CDPR) (OTCQB: GPPRF), GoGold Resources Inc. (TSX: GGD) (OTCQX: GLGDF), Coeur Mining (NYSE: CDE), First Majestic Silver Corp. (NYSE: AG) (TSX: AG), Discovery Silver Corp. (TSX: DSV, OTCQX: DSVSF), and Kingsmen Resources Ltd. (TSXV: KNG) (OTCQB: KNGRF). In full disclosure, Shad holds positions in GoGold Resources, Coeur Mining, and Discovery Silver at the time of this recording, and may buy or sell shares at any time. Click here to visit Peter’s site and follow along with his analysis of the silver sector Click here to subscribe to Peter’s free subscription service at the Silver Advisor…

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Weekend Show - Mike Larson & Matt Geiger - Slow Money Shift Out Of The US, Gold The Major Beneficiary 55:50

för 8 dagar sedan55:50

55:50

Welcome to the KE Report Weekend Show! This week, we explore the growing shift of capital out of the U.S., impacting both equity and bond markets. Investors remain defensive, with gold emerging as the clear winner while the U.S. dollar continues to weaken. We also dive into the ongoing outperformance of gold stocks and where the best opportunities may lie in the current environment. If you enjoy the show, be sure to subscribe to our podcast feed ( KER Podcast ), YouTube channel , and follow us on X for more market commentary and company interviews. Don’t forget to subscribe and leave us a review! Also check out our Substack where we email you summaries of Daily Editorials and the Weekend Show! Click here to check it out. Segment 1 & 2 - Mike Larson, Editor-in-Chief at MoneyShow, kicks off the show outlining how market volatility, US policy uncertainty, and the erosion of traditional safe havens are fueling a powerful move into gold and potentially marking the beginning of a multi-year rotation out of US assets. He discusses how global capital appears to be shifting from US dominance toward international markets and hard assets, especially precious metals, and warns that this may not be a short-term trend but the early stages of a generational market transition. Click here to find out about the upcoming MoneyShow conferences. Segment 3 & 4 - Matt Geiger, Managing Partner at MJG Capital, wraps up the show outlining how tariffs, geopolitical shifts, and safe haven demand are reorienting global capital flows and driving renewed interest in gold, critical minerals, and select junior miners. He discusses how the end of U.S. equity dominance could redirect trillions into commodities, why rare earth processor Neo Performance Materials is a top conviction pick, and how strong insider buying and selective junior exposure are shaping his current fund strategy. Click here to visit the MJG Capital website to learn more about Matt’s fund.…

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Joel Elconin – Trading The Volatility Within Select Market Sectors And Preparing For Bifurcated Reactions To Q1 Earnings Guidance 17:10

för 9 dagar sedan17:10

17:10

Joel Elconin, co-host of the PreMarket Prep show and founder of the Stock Trader Network, joins us to recap this last week in the markets. We’ve seen a continuation in volatility across U.S. markets, so Joel breaks down the key drivers and thoughts on trading select sectors like tech, healthcare, airlines, hotels, and gold, and looks ahead to the coming bifurcation in reactions to Q1 earnings guidance. We start off looking at the whipsaw moves lately in general US equities, and Joel provides some technical levels that have his attention. He highlights the recent price action moves in Apple as an example of a company pulled between company fundamentals, the impacts of tariffs and tariff exemptions to their international manufacturing model, and what it may look like if it tried to reshore its factories here in the US. This brings up the larger topic of how difficult it is for many companies to forecast or make plans in this on-again / off-again tariff policy environment, where some components or sectors get exemptions and others do not. Next we pivot over to Jerome Powell’s perceived bearish comments on the economy, inflation, jobs, and the macroeconomic data mid-week, and how those further roiled the markets. We discuss the current tug-of-war between the Feds’ monetary policy and the government’s fiscal policies, and what this all means for the health of the economy moving forward. We then broadened the scope to review the trading and price levels to watch in other select stocks within tech, financials, healthcare, airlines, and hotels. We note discuss the very different reactions we are seeing to some companies news and guidance if it is better than expected or the crushing results if it disappoints. Joel offers his thoughts on how traders may react to this coming earnings season with regards to pulling profits, scalping deals, or reducing market exposure around key newsflow. Wrapping up we discuss the momentum and strength seen in gold, which broke to all-time highs again mid-week, and why it continues to separate from most other asset classes as the refuge from the volatility, even more so than other traditional safe havens like bonds or the US dollar. Joel also weighs in on Google once again being ruled to be monopolistic by a federal judge for the second time in less than a year. Click here to visit the Stock Trader Network. Click here to visit Joel’s PreMarket Prep website .…

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Dana Lyons - Market Volatility, Dollar Breakdown Risks, and What Sectors Are Showing Strength 13:00

för 10 dagar sedan13:00

13:00

Dana Lyons, Fund Manager and Editor of The Lyons Share Pro joins us for a timely update on the ongoing market volatility and the internal signals his models are flashing. Despite ongoing swings, Dana’s models, which have been negative since December, suggest the recent washout could mark the beginning of a base-building process. He highlights potential for an intermediate-term rally if key resistance levels are reclaimed, supported by improving sentiment, breadth, and momentum divergences. We also explore: How the volatility spike and market pullback compares to 2020, and why this setup is different. The critical support zone in the US Dollar (DXY) and what a break below 99 could signal. Dana’s trading strategy in panic-driven markets: Staying hedged, staying active, and identifying relative strength. Early signs of leadership from defensive sectors (utilities, staples, insurance) and even international names like Argentina. Click here to visit the Lyons Share Pro website and learn more about Dana’s investment services.…

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GoGold Resources - Comprehensive Overview Of Their Silver And Gold Production And Development Assets In Mexico 21:19

för 11 dagar sedan21:19

21:19

Brad Langille, President & CEO, of GoGold Resources Inc. (TSX: GGD) (OTCQX: GLGDF), joins me for a comprehensive overview of this Canadian-based silver and gold producer focused on operating, developing, exploring high quality projects in Mexico. We delve into their producing Parral Tailings mine, in the state of Chihuahua, but then focus most of the discussion on their flagship Los Ricos South and Los Ricos North development and exploration projects in the state of Jalisco. We kick off the conversation with an operations update from their Parral Tailings mine, where production in 2024 was 1.5 million silver equivalent (AgEq) ounces. We discuss why this number may grow in 2025 with the commissioning of a new zinc circuit in January of 2025, which improves the precious metals and base metals recoveries at the processing center; while recycling and conserving the cyanide for the leach cycle, as a key cost input. Brad points out just how important the cleanup of these historic tailings, through their ongoing production, has been to the local community over the last decade; and how significant these initiatives are in a broader sense within Mexico from a social license standpoint. Next we review the delineated mineral resources and project economics for their flagship Los Ricos South and Los Ricos North Projects. Los Ricos South – 108.6 million ounces AgEq Indicated + 16.2 million ounces AgEq Inferred Los Ricos North – 87.8 million ounces AgEq Indicated + 73.2 million ounces AgEq Inferred Los Ricos South is shovel-ready, has a Definitive Feasibility Study in place, and is just waiting on the permit to begin construction. There is a 24-month build, and then 6 months of ramp-up production estimated to get to full commercial production. The Feasibility Study (using a base case silver price of US$26.80/oz, gold price of US$2,330/oz and copper price of US$4.00/lb) outlined an after-tax net present value (“NPV”) (5%) of US$355 million with an After-Tax IRR of 28%. Using a metals price assumption of silver at $30/oz and gold at $2,608/oz, NPV (5%) of US$469 million with an After-Tax IRR of 34%. Brad shares in the interview how much more that grows using today’s spot prices at $32 Silver and $3,300 gold, and clearly this is an economic project to build. Additionally, there is some compelling exploration the team has been doing outside of the existing resources, based on historical data that has been analyzed and some recent scout holes that have hit the anticipated geological structure, which demonstrate the potential to delineate another large mineralized area that has never been mined. Brad highlights how significant that would be, once the sunk costs and infrastructure was already in place, to then outline essentially a whole other body of mineralization to mine beyond the existing resources. Next we talk about the schedule of production growth over the next 5 years, as Parral and Los Ricos South is eventually augmented by more production from Los Rico North. Brad outlines a solid trajectory for the Company for the next handful of years, highlights their strong financial position, and key institutional and insider ownership of the stock. If you have any follow up questions for Brad on GoGold Resources, then please email me at Shad@kereport.com . In full disclosure, Shad is a shareholder of GoGold Resources at the time of this recording and may choose to buy or sell shares in the market. Click here to follow the latest news from GoGold Resources…

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Metallic Minerals – Comprehensive Update On Keno Silver, La Plata, and Klondike Gold Alluvial Projects 15:35

för 11 dagar sedan15:35

15:35

Scott Petsel, President of Metallic Minerals (TSX.V:MMG – OTCQB:MMNGF), joins me for a comprehensive review of all the work to date at both the Keno Silver Project in the Yukon and the La Plata Copper Project in Colorado. Then we take a deeper dive into the Australia Creek gold alluvial claims and how the current operator has now added a 2nd project to their 2025 work program, giving Metallic Minerals a 2nd paying and producing royalty for this year. We lead off discussing all the prior year’s drilling that has been completed at the Keno Silver project, which led into the inaugural NI-43-101 mineral resource estimate last year. This was a key milestone for this Project which defined 18.16 million ounces of silver equivalent (inferred), over 4 deposits (Formo, Fox, Caribou and Homestake). The board is currently evaluating next steps for the work programs at Keno Silver for later in the season. Next we pivoted over to the developing exploration strategy, ongoing groundwork, and targeting for this year at the La Plata Copper-Silver Project, following up on the prior 4 drill holes over 4,530 meters in 2023, and the foundational field season in 2024 looking at a number of new porphyry target across their land package with their strategic partners at Newmont Corporation. Newmont has maintained their 9.5% strategic equity investment in Metallic Minerals due to their interest in the prospectivity for both copper and precious metals at the La Plata Project. Scott outlines that those 4500 meters drilled have not yet been added into the existing 1.21-billion-pound copper and 17.6-million-ounce silver inferred mineral resource, and that the upcoming resource update will also add in resource values from gold, platinum, and palladium for the first time; which have not previously been included. Wrapping up Scott unpacks the announcement on April 15th highlighting the signing of a new production royalty agreement for a mile of alluvial gold claims at its Australia Creek property in the Klondike Gold District, Yukon Territory. This agreement builds on Metallic Minerals gold royalty business in 2025, with an experienced mining operator, who brings over 40 years of gold mining experience in the Yukon. This marks the second agreement at Australia Creek expanding the Company's leased ground to over two miles from the original one-mile lease in Australia Creek, which gives the company at least two gold mining operations on its Klondike Gold District claims for the 2025 season; with discussions underway with other potential operators on other properties. Scott points out that there could be up to 10 operators on all their alluvial claims in the Klondike and at Keno Hill. If you have any follow up questions for Scott on Metallic Minerals, then please email me at Shad@kereport.com . Click here to follow the latest news from Metallic Minerals…

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Sean Brodrick – Gold And Gold Stocks Are Beneficiaries As Investors Flee Other US Assets 24:11

för 12 dagar sedan24:11

24:11

Sean Brodrick, Editor of Wealth Megatrends and contributing analyst to Weiss Ratings Daily, joins us to outline why he is tightening up his portfolio by exiting some sectors, holding only the highest conviction sectors and equities, and only really adding to gold and precious metals stocks in this current environment of uncertainty. We start off discussing how gold continues to attract a global bid, where bonds and the US dollar are really not, because some of the trade barriers mean that people in other countries need less dollars and less dollar-denominated assets. We also find out if Sean sees a recession or even depression is on the horizon in light of the Trump administration economic strategy with tariffs and global trade policies, and how Jerome Powell and the Fed may respond to incoming economic data. Sean points to several larger banks that have a recession forecasted as a 45%-60% likelihood, and dive into readings from the NY Fed Manufacturing Index, inflation trends, and jobs numbers for other macroeconomic signals. Shifting over to commodities, we not just how volatile the copper pricing moves have been over the last month, and look ahead to where things may settle out in this economics indicator. This brings China into the discussion, their potential infrastructure and economic plans, and their recent bans on many critical minerals from flowing into the US. Sean notes that both uranium and oil are in corrective periods, and the only oil stocks he is holding are those that offer attractive dividends so that he is paid to wait. This leads into a discussion of which dividend-paying sectors are more safe, like certain utilities, and which ones could see their dividends cut, like higher cost energy companies or hotel stocks. When discussing other sectors Sean feels could offer some refuge from economic contraction and uncertainty, he mentions holding positions in European stocks, bank stocks, some medical stocks, Bitcoin, and cybersecurity stocks. The value plays lead the conversation full-circle back to gold though, where Sean is expecting $4,000 gold by the end of the year. For this reason he still sees opportunities in the gold stocks that capitalize on these higher prices and also likes the silver stocks at current levels. Click here to follow along with Sean’s work at Weiss Ratings Daily and Wealth Megatrends Click here to learn more about Resource Trader…

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Dave Erfle - Junior Gold and Silver Stocks: Snapback Rally, Valuation Gaps, and Strategic M&A 21:28

för 12 dagar sedan21:28

21:28

Dave Erfle, Editor of Junior Miner Junky, returns to share his outlook on the quick rebound in gold and silver stocks. After a sharp but short-lived correction, quality mining equities have staged a swift and powerful comeback, outpacing major indices and defying the broader market weakness. We start by discussing the recent volatility and investor psychology around gold equities. Dave explains why holding through the shakeout rewarded conviction and how the GDX and GDXJ bounced off key moving averages. Dave outlines how this rebound was driven by technical setups and extreme undervaluation relative to metal prices, especially gold, which remains close to record highs. We also examine silver’s massive reversal and how thin positioning created the perfect setup for a rally. The conversation then shifts to positioning and sector rotation, with Dave noting how capital is now flowing into undervalued juniors. He shares his approach to managing risk and capital rotation, explaining how he evaluates which juniors have upside and which are weighed down by dilution or permitting risk. We also explore standout examples of strategic M&A. Discovery Silver's acquisition of the Porcupine complex is cited as a transformational shift from optionality to production. Similarly, Endeavour Silver’s deal in Peru and upcoming Terronera production growth highlights the transformation in select stocks. Dave emphasizes the importance of looking ahead and how valuations are driven by forward expectations, not past results. Click here to visit the Junior Miner Junky website to learn more about Dave’s investment letter.…

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Jim Tassoni - Market Momentum, Gold, Energy & Global Trades 17:26

för 12 dagar sedan17:26

17:26

Jim Tassoni, CEO of Armored Wealth Strategies, joins us for his technical outlook on markets and resources. Jim is a momentum-focused trader targeting mid-term trends, and in this conversation, he shares how he's navigating one of the most volatile stretches of the year. Despite a recent bounce in markets, Jim sees continued downside risk across major indices. He explains why his team initiated a short position on SPY, where they’d increase it, and what key technical levels they’re watching to shift bullish. Jim also outlines a profitable short trade in IWM (small caps) and why the construction of the index keeps him cautious. We then dive into gold and the broader precious metals space, where Jim remains long and bullish, but he's watching for a better re-entry point after a strong move. He outlines extension targets up to $3,600 for gold and levels of interest on GDX and copper. On energy, Jim shares insights into a well-timed short crude oil trade and the critical levels he’s tracking that could signal a reversal. Finally, we wrap with international exposure, as Jim details his active long positions in Japan and China, including FXI and EWJ, and his key stop-loss levels. Click here to visit the Armor Wealth Strategies website to keep up to date with Jim and what he’s trading.…

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Silver Tiger Metals – Eric Sprott And A Syndicate Of Long Only Institutional Funds Participated In Recently Closed $15 Million Bought Deal Financing 11:31

för 12 dagar sedan11:31

11:31

Glenn Jessome, President and CEO of Silver Tiger Metals (TSX.V:SLVR – OTCQX:SLVTF), joins me to outline the quality of the participants in their recently closed $15 Million bought deal financing, and why this was the right time to the raise capital. We expand the conversation to break down how the funds will be deployed in the ongoing exploration and development work at their 100% owned, silver-gold El Tigre Project in Mexico. The syndicate of underwriters in this Offering was led by Stifel Canada and Desjardins Capital Markets, as co-lead underwriters and joint bookrunners, and BMO Capital Markets, SCP Resource Finance LP, Ventum Financial Corp., and Canaccord Genuity Corp. Eric Sprott also participated as a key strategic shareholder in this financing, with a show of support for the project and business strategy; after having come in during the prior capital raise back in 2020. Glenn discusses that this interest from institutions and key stakeholders came in as a result of meetings and presentations at overseas mining conferences in Switzerland. He mentioned that when considering the backdrop of macroeconomic volatility and uncertainty in the markets, that it really was the right time to execute on this financing. We reviewed how the Project was advanced and how many Company milestones were achieved from the prior capital raised; and how these funds would allow the operations team to hit the ground running with many key lead items and initiatives on the open-pit mine build, just as soon as the permits are received. Wrapping up we focus on the ongoing work programs as they await their open-pit permits. Glenn is lining up and analyzing financial term sheets for the capex needed to build the open-pit mine at El Tigre. Additionally, the company is continuing to drill from underground targeting the high-grade silver veins, and the Sulfide and Shale Zones that will feed into the upcoming PEA on the second phase of underground mining, due out by June of this year. If you have any follow up questions for Glenn about Silver Tiger, then please email me at Shad@kereport.com. In full disclosure, Shad is a shareholder of Silver Tiger Metals at the time of this recording, and may choose to buy or sell shares at any time. Click here to follow the latest news from Silver Tiger Metals…

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John Rubino – Has Gold Become An Asymmetrical Bet? Can Silver Still Outperform? 30:56

för 13 dagar sedan30:56

30:56

John Rubino, [Substack https://rubino.substack.com/ ], joins me for a wide-ranging discussion on gold, the gold equities, silver, the silver equities, macroeconomic factors, and using volatility spreads to smooth out the extreme market moves. We once again reflect on the reasons why gold and the gold stocks have continued to outshine most other market sectors with the backdrop of macroeconomic turbulence and general market volatility. Over the last few weeks both the US Dollar and bonds have not received a strong market bid, and it showcased gold as the only real safe haven from all the uncertainty in financial assets. John points out the continued bid from central banks under the gold price, and many retail and institutional investors rotating a portion of their capital into precious metals sector as the only place to hide. John highlights a recent missive from Jim Rickards postulating that gold has become an asymmetrical bet, where the downside is limited and the upside is potentially unlimited. We then pivot over to the gold stocks, discussing whether we should have seen more of an increase in gold producers valuations, considering the record high underlying metals prices, and their fattest margins of all time. John points out that it is taking a while for generalists to notice after a few prior years where we saw inflation and inputs costs keeping pace with the increase in gold price. The conversation spans a number of other topics like, if we’ll see in influx of more merger and acquisition deals, royalty company margins, the gold:silver ratio, why he thinks silver will do better than gold over the next 3-5 years, and the increased action in junior explorers like Snowline Gold, Goliath Resources, Hannan Metal, and Sitka gold all up triple digits over the last year or two. Wrapping up we circle back to macroeconomic and the strong potential for a recession, the Fed waiting to cut interest rates, the shift in focus from generalist investors out of sectors that work working and looking for more safety, and techniques for using options and volatility. https://rubino .substack.com/…

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Jayant Bhandari – Firsthand Account Of Chinese Economy, Gold and Copper Demand Outlook, And Opportunities Trading Junior Resource Stocks 27:27

för 13 dagar sedan27:27

27:27

Jayant Bhandari, a private strategic resource investor that consults many high-net-worth investors, joins me to share his takeaways on the economic health of China, US and China trade relations, his outlook on copper demand and gold demand, and opportunities he sees in handful of junior resource stocks. We start off in a general discussion about the economic health in China, since he is traveling there for a couple of months at present and have frequently traveled there for stretches of time over many years. This leads into discussions about all the recent news on US/China trade relations, tariffs, and manufacturing. The focus then shifts to the importance of China to the whole commodities sector, since they also have most of the processing and manufacturing capacity on a global scale. We get Jayant’s outlook on both gold and copper demand, why he remains quite bullish on gold, but is less certain of the future demand from China as it relates to copper. The balance of the discussion focuses in on value arbitrage setups and opportunities in a number of resource stocks he holds in his own portfolio. Companies that we review are: Integra Resources Corp. (TSXV: ITR) (NYSE American: ITRG), NexGold Mining Corp. (TSXV: NEXG; OTCQX: NXGCF), the merger of Quebec Precious Metals Corporation (TSXV:QPM) with Fury Gold Mines Ltd (TSX: FURY)(NYSE American: FURY), Group Eleven Resources Corp. (TSXV: ZNG) (OTC Pink: GRLVF), and Aztec Minerals Corp. (TSX-V: AZT), (OTCQB: AZZTF). Coming full circle in this discussion, we highlight the mad rush into many niche critical minerals like tungsten, antimony, geranium, and rare earths due to the export restrictions from China of these metals into the US. Wrapping up, Jayant shares more information about why listeners may want to attend his Capitalism and Morality conference on August 22-23 this year in Vancouver. KER listeners get a coupon code for 10% off admission.* Coupon code for 10% discount: KEReport25 https://jayantbhandari.com/capitalism-morality-2025/…

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TG Watkins - Short-Term Trading Amid Volatility and Why He's Watching Gold and GDX Pullbacks 21:47

för 13 dagar sedan21:47

21:47

TG Watkins, Director of Stocks at Simpler Trading and editor of Profit Pilot joins us to break down last week’s wild volatility and how he's navigating the markets with a short-term trading mindset. From swing trades to zero-day options, TG is capitalizing on volatility, while staying cautious. He shares his current market positioning, explains how his Moxie Indicator helped anticipate the recent market bounce, and highlights the importance of risk-reward setups when trading during uncertain times. TG also discusses: The role of technicals vs. headlines (like the 90-day tariff pause) Trading zero-DTE options, leveraged ETFs, and popular large-cap names like Tesla and Palantir Why he prefers avoiding small-caps in high-volatility environments A tactical view on GDX and GLD following gold’s breakout, and why he’s waiting for a pullback before reentering Caution around silver Plus, TG previews his ongoing educational class series, including how he applies his strategies to zero-DTE trades and leveraged ETFs. Learn more at simplertrading.com/moxie .…

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Marc Chandler – Recapping A Turbulent Week In The Markets, Capital Fleeing The US, Gold To All-Time Highs 25:14

för 14 dagar sedan25:14

25:14

Marc Chandler, Managing Partner at Bannockburn Global Forex and Editor of the Marc to Market website, joins us to unpack another turbulent week in the markets, key moves in the currencies, global trade tensions between the US and China, and gold continuing to break out to new all-time highs as the global safe haven. US equities started off the week plunging further with volatility is surging, and traditional safe havens like the US dollar and bonds were being sold down as capital flees US assets. We discuss the margin calls of the last two weeks being a factor as to why gold was initially sold last week as a source of funds, and how many net-long speculators may have gotten wrong-footed and needed to sell both equities and bonds. In a related currency trade, as many positions got unwound, and converted back into the currencies borrowed as carry trades -- the Japanese Yen and Swiss Franc, that money coming into them gave them appearance of being safe haven currencies. Marc outlines that it really was more a market narrative being applied to those trades being unwound. He goes on further to address other market narratives like those blaming China for crashing the bond markets and selling treasuries in retaliation to the trade tariffs, but without any factual evidence of this being the case. Marc responded that, “Maybe it is true, but where is the evidence?” He points out that if China was selling down their US treasuries in a big way, that it would be self-defeating, because they are going to get lower yields everywhere else. Instead, China has been focusing more on retaliating with reciprocal tariffs and export restrictions on key commodities like rare earths, antimony, and tungsten. We then transitioned over to gold’s move to all-time highs in all global fiat currencies, and if it was getting too overbought. Marc’s take was that if we were in normal times, then sure it is getting overbought, and is well above the Bollinger bands; however, these are not normal times and there is so much uncertainty that it is keeping investors positioned in the precious metals. Wrapping up we pondered if economic data reports even matter in a meaningful way in this type of environment. Marc outlines that most of the economic data we’ve received is “too old” and lagging the real time effects of these rapidly changing conditions. He points to the consumer confidence surveys, inflation expectations, and jobs numbers as not truly capturing how the markets are reacting in the present moment. Click here to visit Marc’s site – Marc To Market.…

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Weekend Show - Rick Bensignor and Doc - Volatility Surges, Gold Breaks Out, Is U.S. Market Dominance Ending? 1:08:11

för 15 dagar sedan1:08:11

1:08:11

Welcome to the KE Report Weekend Show! A historic week marked by heightened market volatility and tariff headlines saw sentiment shift from fear to cautious optimism. While gold is holding strong as a safe haven, the US Dollar and bonds are failing to follow suit. This weekend, we step back to assess the broader market landscape - examining US indices, bond markets, investor positioning, and the role of precious metals in a shifting environment. Segment 1 & 2 - Rick Bensignor, President of Bensignor Investment Strategies kicks off the show to discuss the extreme market volatility, driven by algorithms and policy uncertainty, and how it’s forcing investors to reassess traditional strategies. He warns that typical safe havens like bonds and the dollar are failing, while gold is emerging as the only asset acting like a true safe haven in this unpredictable environment. Click here to visit the In The Know Trader website. Segment 3 & 4 - Richard Postma, AKA Doc, is back to discuss the continued strength of the gold market, emphasizing that despite being technically overbought, the bull run is not over. He highlights how gold has emerged as the primary safe haven in a volatile and uncertain global environment, fueled by weakening U.S. dominance, rising central bank gold purchases, and shifting money flows. Doc favors mid-tier gold producers like Equinox and Fortuna for their growth potential and sees 2026 as a likely breakout year for mining stocks. If you enjoy the show, be sure to subscribe to our podcast feed ( KER Podcast ), YouTube channel , and follow us on X for more market commentary and company interviews. Don’t forget to subscribe and leave us a review! Also check out our Substack where we email you summaries of Daily Editorials and the Weekend Show! Click here to check it out.…

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Talisker Resources – Underground Lateral Development On The Alhambra Vein As The Mustang Mine Is Moving Towards Near-term Production 16:32

för 16 dagar sedan16:32

16:32

Terry Harbort, President and CEO of Talisker Resources (TSX: TSK) (OTCQX:TSKFF), joins me to outline the lateral development on the Alhambra Vein on the 1105 level at the Bralorne Gold Project in British Columbia. We discuss the development work underway on the pathway to near-term gold production at the Mustang Mine over the next few months. We review that main area of focus for the development declines and work up until this point in time has been in the unmined area, between the historically mined Bralorne and King mines, now referred to as the Mustang Mine. To date, a total of 107.1 metres of 3X3 metre development has been completed at the Mustang Mine including 2.2 metres in the mineralized Alhambra Vein. Vein access is currently underway on four levels with 11.4 metres already completed on the 1060 level, 34 metres completed on the 1075 level, 26.4 metres completed on the 1105 level and 9.3 metres completed on the 1120 level. Additional development will begin shortly on the 1090 level to provide a fifth level of access to mineralized material. Talisker expects to be extracting material from its first stope towards the end of May or early June. We shift over to the remaining work there to be completed, a rough idea of the sustaining capital that will be needed to put the Mustang Mine into production imminently and start ramping up the throughput from 100 tonnes per day (tpd) in the next couple months, to 175 tpd after that, and then up to 250 tpd by year-end. Moving into next year it is anticipated that throughput can rise up to 500 tpd and then eventually 750 tpd in the years thereafter. That will involve pulling in material from the unmined areas between the historic Bralorne and Pioneer mines as a second eventual area of focus. In addition to being amenable to toll mining at nearby processing centers with spare capacity, there have been studies underway looking at upgrading the ore on site using ore-sorting technology, so that higher-grade material, with less associated waste would make it more economical to be shipped to additional processing centers. An economic study is slated for later this year that will explore some of these concepts in more detail. Wrapping up we discuss the health of their treasury, the strength of the management and operational teams, and the key milestones and news on tap for the balance of this year. If you have any follow up questions for Terry then please email me at Shad@kereport.com . Click here to follow the latest news from Talisker Resources…

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Joel Elconin - How Tariffs, Volatility, and Earnings Are Shaping This Market 16:09

för 16 dagar sedan16:09

16:09

Joel Elconin, co-host of the PreMarket Prep show and founder of the Stock Trader Network joins us to recap this week in the markets. As volatility surges across U.S. markets, Joel breaks down the key drivers and how traders should be positioning themselves. Key topics discussed: Volatility driven by tariff headlines: Joel highlights how self-inflicted market uncertainty has created extreme swings. The S&P 500 saw a 15% range so far this month, and the NASDAQ posted one of its biggest up days ever after falling consecutive trading days. Establishing a new trading range: While recent price action points to a possible bottom, Joel warns we’re still finding the new range. The VIX is calming down, but headline risk remains. Earnings season outlook: Delta and JPMorgan started Q1 earnings on a stable note, but the real focus will be on Q2 guidance. In volatile times, even a lack of disaster might be viewed positively. Sector exposure and trade risks: Companies with high China exposure (like Apple and Nike) are particularly vulnerable. Joel advises analyzing supply chain sensitivity and tariff impact before jumping in. Navigating a trader's market: This environment favors technically-driven, headline-aware traders. Joel shares lessons from recent trades - like scaling into $NVDA near key monthly support - and stresses the need for discipline, risk control, and having a “shopping list” ready. Click here to visit the Stock Trader Network. Click here to visit Joel’s PreMarket Prep website .…

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Abitibi Metals - Focused on Expanding High-Grade Copper-Gold Potential at the B26 Deposit 19:28

för 16 dagar sedan19:28

19:28

Jon Deluce, President and CEO of Abitibi Metals (CSE:AMQ - OTC:AMQFF - FSE:4KG) joins us to provide a comprehensive overview of recent milestones and upcoming plans across the company’s copper-gold projects in the Abitibi region, focused primarily on the B26 deposit. Key Discussion Topics: Recap of the 2024 Phase 2 drill program, with ~16,500m completed—highlighting new high-grade intercepts including 2.4% CuEq over 17.5m. Details on the recently closed almost $10M bought deal financing, which will fund a larger Phase 3 drill program. Preview of the Phase 3 drill campaign, targeting a minimum of 20,000 meters, drilling will be allocated across: High-grade zone definition and expansion (30%) Step-out and expansion drilling (50%) Property-wide exploration (20%) Insight into the new VP of Exploration, Louis Gariépy, formerly with O3 Mining and Agnico - bringing deep experience in VMS and gold systems. Acquisition of 100% ownership of the Beschefer Gold Project, located just 7km from B26, enhancing strategic optionality in the region. Jon also discusses timelines for potential economics, strategic project development, and how Abitibi’s exploration is structured to balance near-term value creation with long-term upside. If you have any follow up questions for Jon please email us at Fleck@kereport.com or Shad@kereport.com . Click here to visit the Abitibi Metals website.…

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Volt Lithium - Scaling DLE Tech in Texas, Field Trials in North Dakota & Roadmap to Revenue 12:17

för 16 dagar sedan12:17

12:17

Alex Wylie, President and CEO of Volt Lithium (TSX.V:VLT - OTCQB: VLTLF) joins me for a detailed update on the company’s operational progress and commercialization plans. Volt Lithium is pioneering direct lithium extraction (DLE) from oilfield brines, targeting the massive water disposal volumes in North America's largest oil basins. In this interview, Alex outlines where the company is focused, how it’s scaling, and when we can expect revenue. Key topics discussed: Operational focus in Texas: 19 million barrels of water are disposed of daily in the Permian, rich with lithium potential. North Dakota updates: Field trial ongoing and a $2M government grant secured to support testing. Rapid scale-up: From 1,000 bpd in mid-2024 to 11,500 bpd capacity as of Q1 2025, using a modular system approach. Execution over expansion: Volt is focused on proving consistent, continuous lithium production to meet industrial demand in 2026. Capital position: $6.5M raised in late 2024 and a $2M grant, Volt is fully funded for current execution needs. Path to market: Volt aims to fill the U.S. industrial lithium supply gap ahead of 2028/2029 timelines touted by other developers. Alex also addresses how Volt works with its oilfield partners, how the company plans to monetize its lithium, and what milestones investors can look out for next If you have any follow up questions for Alex please email me at Fleck@kereport.com . Click here to visit the Volt Lithium website to learn more about the Company’s DLE technology.…

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Vizsla Silver - Temporary Fieldwork Pause, New High-Grade Silver Discovery, and Test Mining Update 16:14

för 16 dagar sedan16:14

16:14

Mike Konnert, President and CEO of Vizsla Silver (NYSE:VZLA & TSX:VZLA), joins me to address the temporary pause in field operations at the Panuco Project in Mexico due to security concerns unrelated to the project itself. Despite the pause, key project components, including test mining and exploration drilling remain on track. Key Discussion Highlights: Temporary Fieldwork Pause: On April 4th, Vizsla Silver announced a brief suspension of on-site work due to regional road security issues. The decision was made out of an abundance of caution. Operations are expected to resume shortly.. New Discovery at La Pipa Target: A high-grade silver drill result, hole AM-25-90, was reported at the La Pipa target - 6km northeast of the Copala resource area. Exploration Continues Across Multiple Targets: Drilling across several priority areas, including historic workings at Animas and San Dimas, are all part of the +10,000 meter program planned for this year. Ground EM surveys and additional data interpretation are underway during the pause. Test Mining Update: Underground development is well underway at the Copala vein with over 30m of box cut completed and underground blasting in progress. The test mine is a crucial de-risking step ahead of mill development and full-scale production. Market Volatility and Financial Strength: Vizsla remains fully funded with US$100 million in cash and no debt. If you have any follow up questions for Mike please email me at Fleck@kereport.com . Click here to visit the Vizsla website to learn more about the Company.…

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Brien Lundin - Market Chaos & Gold's Surge: Safe Havens, Tariffs & A Precious Metals Divergence 18:17

för 17 dagar sedan18:17

18:17

Brien Lundin, Editor of Gold Newsletter and host at the New Orleans Investment Conference (Nov. 2–5), joins us during an extreme period of market turmoil driven by tariffs, tweets, and geopolitical instability. Discussion Highlights: Unprecedented market volatility: Massive swings in U.S. indices point to deep investor uncertainty. Gold's rising role as the only safe haven: Despite widespread selling, gold and gold equities are surging, diverging from other defensive assets like bonds and the USD. Rotation into gold stocks: Institutional and generalist investors are increasingly allocating to miners, with even junior names showing double-digit daily gains. Silver lagging: While silver's industrial ties weigh it down, history suggests a catch-up rally may be next. A global gold bid: Gold is rising in all fiat currencies, underscoring global devaluation concerns and a flight from U.S. markets. Click here to learn more about the Gold Newsletter.…

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Heliostar Metals - Key Exploration and Production Update: La Colorada and Ana Paula 13:31

för 17 dagar sedan13:31

13:31

Charles Funk, President and CEO of Heliostar Metals (TSX.V:HSTR - OTCQX:HSTXF - FRA: RGG1) joins me for a comprehensive update following drill results from La Colorada and the launch of a large drill program at Ana Paula. In this update, we cover: Strong Balance Sheet - Closed Q1 with $38M CAD in cash, over half from operations. La Colorada Drill Results - Recent drill results show high-grade gold (5–25 g/t Au) from the 12,500m program, well above the average resource grade. Expansion to a 15,000m+ program underway. La Colorada Production Potential - Expansion potential to increase production from 50,000 to 100,000 oz/year, supported by an upcoming technical report mid-year. Future underground mining potential. Ana Paula Drill Program Launched – Largest program in company history (15,000m), combining infill and step-out drilling to grow high-grade resources and test satellite zones. Near-Term Catalysts - Drill results, updated technical studies, and potential permitting for production expansion. Charles outlines the strategic vision: restart of San Antonio and expanded production at La Colorada could yield ~$120M in cash flow over the next 2-2.5 years with low CapEx. Setting the stage to bring Ana Paula online and potentially reach 200,000 oz/year production by 2028. Please email me at Fleck@kereport.com with any follow up questions for Charles. Click here to visit the Heliostar Metals website to learn more about the Company.…

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Nick Hodge – Gold Emerges As The Signal From The Macroeconomic Noise, Opportunities Still Present In Copper, Silver, And Rare Earth Companies 26:33

för 18 dagar sedan26:33

26:33

Nick Hodge, Co-Owner of Digest Publishing and editor of Foundational Profits and Hodge Family Office, joins us for a longer-format discussion on and the macro and micro themes that are continuing to create volatility and noise in the general equities markets and outlook on the US economy and global trade. Despite the volatility in the markets, as evidenced by the VIX reading up above 50 earlier this week, he still sees opportunities in gold, silver, copper, and rare earth stocks for the balance of this year and longer-term. We start off with the market uncertainty stemming from the constantly changing Trump tariff policies, anticipated Fed policy, the calls from many financial outlets for a recession, and the shifting narratives in the news cycle. These macro factors have roiled general equity markets much of 2025, but there has been a clear divergence into gold as a safe haven; even more so than bonds or the US dollar. As a result Nick is still happy to have exposure to the quality gold developers like Revival Gold Inc. (TSXV: RVG, OTCQX: RVLGF) and Perpetua Resources Corp. (Nasdaq: PPTA) (TSX: PPTA). Nick is not anticipating a recession, and is more constructive on the US economy in the second half of this year. With regards to other metals Nick is also bullish on both silver and copper for fundamental reasons as well as recent pricing strength momentum, and he has been active in putting capital to work in Kingsmen Resources Ltd. (TSXV: KNG) (OTCQB: KNGRF), Gunnison Copper Corp. (TSX: GCU) (OTCQB: GCUMF), Arizona Sonoran Copper Company (TSX:ASCU) (OTCQX:ASCUF) and Quartz Mountain Resources Ltd. (TSXV:QZM)(OTC PINK:QZMRF). We consider that domestic companies may get a premium in light of the recent Executive Order from the Trump administration focused on mineral resource development, and the potential for regulation to be eased in the US. We touch upon some of the large domestic projects like Trilogy Metals Ambler Road access issue and Northern Dynasty’s Pebble project, but he’s never been interested in projects where the company has little control over government decisions. Instead, he is happy to also play the copper and base metals production side of things with an investment in Freeport-McMoRan Inc. (NYSE: FCX). Nick also brings up rare earths as another area he is becoming increasingly bullish on due to the tensions between the US and China with regards to tariffs and export bans, and sited CoTec Holdings Corp. (TSXV:CTH)(OTCQB:CTHCF) as the type of company he’s happy to deploy capital into that that is committed to critical minerals extraction, including rare earths. through innovative and disruptive mineral extraction technologies like recycling, waste mining, and scalable solutions. Wrapping up we focus on the upcoming catalysts from spring drilling season in the resource sector and the companies, geological targets, and jurisdictions that he is most animated by. Click here to follow Nick’s analysis and publications over at Digest Publishing…

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Magna Mining – Operations And Development Update At McCreedy West Copper Mine, Exploration Update At Levack Mine Building Towards A Mine Restart Plan 18:28

för 18 dagar sedan18:28

18:28

Jason Jessup, CEO and Director of Magna Mining (TSX.V: NICU) (OTCQB: MGMNF), joins us for an operations and development update at the producing McCreedy West copper mine, the current exploration strategy and pathway to future production at the Levack Mine, the larger vision and optionality multiple other prior-producing polymetallic mines and development projects located in Sudbury, Canada. Jason kicks off the conversation with a review of how production and development has been going over the last 5 weeks at McCreedy West copper mine, since the company took over the operations. The main focus over the next few months is going to be on grade-control, mining efficiencies, and adding a fourth work shift into the rotation. The other are we highlight is some of the recent high-grade assays returned from drilling at McCreedy West, announced on March 31st, that focused on the 700 Footwall Cu-PGE zone resource expansion and definition in support of mid-term production planning, and targeted areas near historical mining. Highlights from the new assay results McCreedy West Mine include: FNX33323: 4.4% Cu, 0.6% Ni, 13.8 g/t Pt + Pd + Au over 18.0 metres, including 8.2% Cu, 0.8% Ni, 7.5 g/t Pt + Pd + Au over 7.3 metres FNX33338: 8.7% Cu, 0.3% Ni, 32.8 g/t Pt + Pd + Au over 3.2 metres, and 3.7% Cu, 3.1% Ni, 2.8 g/t Pt + Pd + Au over 17.5 metres FNX33361: 4.3% Cu, 5.0% Ni, 3.6 g/t Pt + Pd + Au over 2.9 metres Next we transitioned over to all the exploration focus at the past-producing Levack mine. Jason outlines the Company strategy to put out a Mine Restart Plan later this year, that will detail the development pathway for bringing the Levack Mine back into production in 2026. We also reviewed the recent high-grade intercepts returned from drilling where hole FNX33323 returned 12.2 % Cu, 0.5% Ni, 2.8 g/t Pt + Pd + Au over 3.4 metres, including 24.9% Cu, 0.4% Ni, 5.0 g/t Pt + Pd + Au over 1.6 metres. Wrapping up we discussed how the company is well cashed up after closing the $33.5 Million private placement on March 5th. This gives them the flexibility to continue invest in further exploration and development of both McCreedy West and Levack, and optimize their production profile over the balance of this year and next year. Jason also points out the optionality that they have if the cost of capital improves or if they can attract a strategic investment from government funds to speed up their timeline of development at the Crean Hill Project and Podolsky Mine as the next key assets in their portfolio. If you have questions for Jason regarding Magna Mining, then please email me at Shad@kereport.com. In full disclosure, Shad is a shareholder of Magna Mining at the time of this recording. Click here to follow along with the news at Magna Mining…

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Luca Mining - Commercial Production Declared at the Tahuehueto Mine and 2025 Production Guidance Outlined 16:14

för 18 dagar sedan16:14

16:14

Dan Barnholden, CEO of Luca Mining (TSX.V:LUCA - OTCQX:LUCMF - FSE:TSGA), joins us to provide insights on key production milestones and upcoming catalysts across both of Luca's assets - Tahuehueto and Campo Morado. Key topics discussed: Commercial Production Declared at Tahuehueto: As of March 31st, the company has officially declared commercial production at Tahuehueto, with an initial throughput rate of 800 tonnes per day and plans to expand toward full mill capacity. Dan outlines how recent capital raised enabled this milestone and details the growth potential from improved mill availability and throughput. 2025 Production Guidance Released: Luca projects 85,000 to 100,000 ounces of gold equivalent production, with 65,000 to 80,000 ounces payable. Dan breaks down the company's polymetallic revenue mix - currently weighted about 55-60% toward precious metals - and explains how changes in metal prices impact gold-equivalent calculations. Metallurgical Optimization at Campo Morado: A major focus is the Campo Morado Improvement Project, now in Phase 3. The company is transitioning from two to three concentrate streams, which will significantly enhance metal recoveries and payabilities. Looking ahead, Phase 4 targets improvements in precious metals recovery. Exploration Ramps Up at Both Mines: Underground drilling has resumed at Campo Morado for the first time in over a decade, aiming to extend mine life. Surface drilling is also underway, targeting higher-grade precious metal zones, a strategic shift given current gold prices. Similar exploration plans are in motion at Tahuehueto. Strong Free Cash Flow Outlook: Dan highlights forecasted $30-$40 million in free cash flow for 2025, after capital expenditures, G&A, and exploration. He emphasizes the company’s focus on bankable, bottom-line growth over traditional cost metrics like AISC. Upcoming Catalysts: Additional exploration results from both mines Technical reports and updated resource estimates Year-end and Q1 financial results Analyst site visit at Campo Morado—the first in over 15 years Please email us with any follow up questions for Dan - Fleck@kereport.com & Shad@kereport.com . Click here to visit the Luca Mining website.…

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Dave Erfle - Precious Metals Volatility, Silver’s Whiplash, and Where The Opportunity Lies 15:07

för 18 dagar sedan15:07

15:07

Dave Erfle, founder and editor of Junior Miner Junkie, joins us to break down the sharp reversals in gold, silver, and mining stocks, and where investors should be focusing next. Silver surged above $35 in a near-term breakout before crashing below $30 in just days. Gold, despite recent selling, is still holding around $3,000 and proving its strength as other sectors falter. Dave explains why this price action might just be a healthy shakeout and how false breakouts in GDX and GDXJ are setting new resistance levels. We also dive into: Why fully financed juniors and late-stage developers stand out How producers are positioned for strong Q1 results—if the market pays attention The growing M&A trend, with a few smaller deals announced recently Click here to visit the Junior Miner Junky website to learn more about Dave’s investment letter.…

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Erik Wetterling – Pricing Dislocations Due To Market Volatility Create Opportunities For Portfolio Value Shuffling 17:50

för 19 dagar sedan17:50

17:50

Erik Wetterling, Founder and Editor of The Hedgeless Horseman website, joins us to discuss the opportunities he is seeing for portfolio rebalancing or “value shuffling,” due to the extreme market volatility and pricing dislocations in many resource equities. This volatility is caused from across-the-board sympathetic selling in most market sectors on back of reactions to the Trump tariff policies. --> Key themes covered in this interview: Precious Metals prices are still at very high levels, and yet many gold and silver equities have had disproportionate selloffs in sympathy with US general equity markets. Comparisons to this recent rapid correction in the gold stocks, versus other strong corrections; like what we saw during the pandemic crash or bear-market market lows of late 2015 into early 2016. Erik notes the much different backdrop in the fundamental value of the producers and developers based on current gold price in contrast to those other market crashes. What are the actual effects of tariffs on US domestic resource companies, versus companies operating internationally; as it relates to cost inputs like oil, labor, chemicals, steel, and capex to build new mines. Why volatility is the bread and better of value investors. Erik mentions that volatility creates the opportunities for value shuffling in one’s portfolio and is the “poor man’s dry powder.” What are the type of precious metals stocks that Erik is most interested in rotating into, considering the current backdrop of blanket selling across the whole sector. Click here to visit Erik’s site – The Hedgeless Horseman…

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