The KE Report

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

June 6, 2024 19 mins

Fred Bell, CEO of Elemental Altus Royalties (TSX.V:ELE – OTCQX:ELEMF), joins me to review their operational and financial results from Q1 2024, a recent royalty acquisition now partnered with Rio Tinto, and a few royalty partner updates.   We start off diving into the key metrics and takeaways from the first quarter financials.

 

  • Royalty revenue of US$3.3 million and adjusted revenue of US$4.7 million, up 24% on Q1 2023
  • Attribu...
Mark as Played

Graham Richardson, CFO of Faraday Copper (TSX.V:FDY - OTCQX:CPPKF) joins us to provide an overview of the current resource at the 100% owned Copper Creek Project in Arizona. 

 

Highlights include a discussion on the 4.2 billion pound copper resource, the results from the 2023 PEA, and the Company’s current drill program, focused on expanding the high-grade portion of the resource and on making new discoveries. We also dive into th...

Mark as Played

Nick Hodge, Co-Owner of Digest Publishing and editor of Foundational Profits and Hodge Family Office, joins us to review the recent corrective move in the commodities and resource stocks.  He shares the fundamental reasons he remains constructive for copper, gold, silver, and uranium stocks, despite this consolidation move inside of Phase 2 of the commodities supercycle.

 

We start off having Nick review the overall lay of the land...

Mark as Played

Jordan Roy-Byrne, CMT, MFTA, Editor of The Daily Gold, joins us to share his outlook for commodities based on the recent loss of upward momentum, how gold is performing compared to other commodities and the S&P, and the stocks he is focused on. 

 

We start with the recent loss of momentum in metals like silver, copper, and some energy commodities, despite gold holding up relatively well. Jordan shares insights on the potential ...

Mark as Played

Bryan Atkinson, Senior VP Exploration at Fury Gold Mines (TSX:FURY - NYSE:FURY) joins me to recap yesterday’s news release reporting drill results from the Éléonore South Project in Quebec. 

 

We start by recapping the seven-hole drill program for over 2,300 meters, aimed at expanding mineralization. We compare the results to historical data, highlighting the broader and lower-grade current intercepts, and outline the step-out dis...

Mark as Played

Lawrence Roulston, President and CEO of MTB Metals (TSX.V:MTB - OTCQB:MBYMF) joins me for a discussion on the junior markets, action in the Golden Triangle and plans to advance MTB Metals. 

 

Lawrence discusses the unique state of mining markets, noting high metal prices (copper, gold, silver) but depressed equity values. He explains the cyclical nature of the industry and the strategic moves by investors and companies during down...

Mark as Played

Craig Nicol, CEO of Graphene Manufacturing Group (TSX.V:GMG - OTCQX:GMGMF) joins me to address questions you all have sent me covering all three divisions of the company: battery technology, THERMAL-XR, and lubricants. 

 

Highlights include details on the collaboration with Rio Tinto to develop high energy density batteries, the use of graphene in various types of batteries including aluminum ion and lithium ion, and insights into...

Mark as Played

Sean Brodrick, Editor of Wealth Megatrends and contributing analyst to Weiss Ratings Daily, joins us to review the downturn the last few weeks in the commodities like oil, nat gas, uranium, copper, silver, and  gold, and their related resource stocks, but he reiterates that the larger megatrends are still well in place.

 

He acknowledges that some of the moves lower don’t make a lot of sense based on the macroeconomic news, but bel...

Mark as Played

Matt Badiali, Editor of the New energy Investor published under the Mangrove Investor joins us to discuss his renewed bullishness for Uranium. 

 

Matt discusses the significant shift in Japan's energy policies, particularly their renewed commitment to nuclear energy. This change is driven by Japan's need to reduce its dependency on imported fuels and to support high-energy-consuming industries like data centers and chip manufactur...

Mark as Played

Cameron Tymstra, President and CEO of Targa Exploration (CSE:TEX - OTCQB:TRGEF - FRA:V6Y) joins me to discuss the Company’s exploration plans this year, focused at the Opinaca Project in Quebec. 

 

The company's main focus this year is the Opinaca project in Quebec, concentrating primarily on gold exploration, with some interest in lithium. Cameron highlights the strategy of using till sampling to locate bedrock sources of gold an...

Mark as Played

Adrian O’Brien, Director of Marketing and Communication at Midnight Sun Mining (TSX.V:MMA - OTC:MDNGF) joins me to discuss the recently closed a $10 million private placement and cooperative exploration plan with First Quantum Minerals. This venture focuses on advancing Midnight Sun's Solwezi project in Zambia, which targets significant copper and cobalt deposits. 

 

Adrian highlights the strategic proximity to First Quantum’s Kan...

Mark as Played

Craig Hemke, Founder and Editor of TF Metals Report joins us to discuss last week's economic data and forecasts. We dive into inflation data, GDP projections, and market reactions, exploring themes of stagflation and persistent inflation. 

 

We also preview a busy week ahead with new economic data releases such as PMIs and job reports, and speculate on how these might affect market trends and the Fed meeting next week. Craig provi...

Mark as Played

Jon Deluce, President and CEO of Abitibi Metals (CSE:AMQ - OTC:AMQFF - FSE:4KG) joins me to recap the recent drill results from the B26 deposit's Eastern Extension target, in the Abitibi region of Quebec. We also discuss the Company's extensive exploration programs - comprising 16,500 meters planned for this year and an additional 20,000 meters next year - aimed to enhance the historical resource and move closer to a Preliminary E...

Mark as Played

Welcome to The KE Report Weekend Show! We are sticking to the gold, silver and copper markets this weekend analyzing pricing and equity investment trends.

 

  • Segment 1 and 2 - Matt Geiger, Managing Partner at MJG Capital shares his insights on copper market trends and portfolio strategies. We start by recapping the updates to his portfolio, and a deep-dive into the copper market dynamics. Matt shares his strategies and recent i...
Mark as Played

Dana Lyons, Fund Manager and Editor of The Lyons Share Pro, joins us to review the recent pullback in most market sectors, and how he is trading the volatility in US equities, copper, gold, and silver.  With regards to the overall health of the general US equity markets he notes that most of the weakness has been in the weighted indexes and larger cap stocks.  When reviewing the better market breadth and that the small-cap and mid-...

Mark as Played

Marc Chandler, Managing Partner at Bannockburn Global ForEx and Editor of Marc To Market, joins us to discuss the upcoming crucial two weeks in global markets. We explore the anticipated central bank meetings, including likely rate cuts from the European Central Bank and Bank of Canada.

 

The conversation also highlights major political events, such as elections in South Africa, India, and Mexico, and their potential impacts on lo...

Mark as Played

Segun Lawson, President and CEO of Thor Explorations (TSX.V: THX) (AIM: THX) (OTC: THXPF), joins me to review the Q1 2024 financial results and operations at the Segilola Gold Mine, and provides a gold exploration update for Segilola,  the Thor Lithium claims in Nigeria, and increased land and exploration at the Douta Project in Senegal.

 

Financial Highlights

 

  • 17,420 oz of gold sold with an average gold price of US$2,033 per ...
Mark as Played

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 the recent breakout in silver prices, the supply/demand fundamentals driving this move higher in silver, and some pro tips on stacking silver and investing in the silver stocks.

 

We start off noting the recent breakout higher, and why Peter believes this is the beginning of a sustained m...

Mark as Played

Jeff Christian, Managing Partner at the CPM Group joins us to focus on the recent volatility in silver.

 

The discussion covers a broad spectrum of factors influencing silver prices, including technical momentum, investor demand, and industrial applications. Jeff explains the erratic price movements observed in 2023, noting that silver prices have fluctuated significantly due to economic uncertainty and investor sentiment.

 

We th...

Mark as Played

Leif Nilsson, CEO & Director of Surge Copper (TSX.V:SURG – OTCQX:SRGXF), joins me for a comprehensive update on the ongoing exploration and development work at the flagship copper-molybdenum-silver-gold Berg Project in British Columbia.

 

We start off having Leif outline the key economic metrics from the PEA released last summer, for a sense of the size and scale of the Project, and how it stacks up to other large copper develo...

Mark as Played

Popular Podcasts

    Current and classic episodes, featuring compelling true-crime mysteries, powerful documentaries and in-depth investigations.

    Stuff You Should Know

    If you've ever wanted to know about champagne, satanism, the Stonewall Uprising, chaos theory, LSD, El Nino, true crime and Rosa Parks, then look no further. Josh and Chuck have you covered.

    The Nikki Glaser Podcast

    Every week comedian and infamous roaster Nikki Glaser provides a fun, fast-paced, and brutally honest look into current pop-culture and her own personal life.

    White Devil

    Shootings are not unusual in Belize. Shootings of cops are. When a wealthy woman – part of one of the most powerful families in Belize – is found on a pier late at night, next to a body, it becomes the country’s biggest news story in a generation. New episodes every Monday!

    Start Here

    A straightforward look at the day's top news in 20 minutes. Powered by ABC News. Hosted by Brad Mielke.

Advertise With Us
Music, radio and podcasts, all free. Listen online or download the iHeart App.

Connect

© 2024 iHeartMedia, Inc.