The KE Report
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.
Episodes
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 be...
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.
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,...
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 ...
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 re...
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 broad...
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 re...
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 pr...
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...
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 outline...
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 h...
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...
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 1.5...
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?
- ...
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 ...
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 ou...
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 ag...
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 reso...
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 ...
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.
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