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
This Weekend’s Show explores a stark contrast in the resource sector: a "volatility blowout" in precious metals driven by shifting Fed expectations and Western speculation, set against a backdrop of tightening global energy supplies. Guests Brien Lundin and Dan Steffens dive into why current price drops in gold and silver may be a classic "snapback" opportunity, while the oil market faces a legitimate physical deficit that the forw...
Jack Henris, President and COO, and Shawn Campbell, CFO of Dakota Gold (NYSE American: DC), both join me for an exploration and development update, and key catalysts on tap for the balance of 2026 that will feed into updated economics on their Richmond Hill Oxide Heap Leach Gold Project. We also outline the long-term optionality of their Maitland Gold Project, which will also being receiving some exploration work and maiden resour...
In this episode, we are joined by Dan Rodriguez, Co-Founder and CEO of Mercado Minerals (CSE: MERC). With a primary focus on silver in the prolific Western Silver Belt of Mexico, Dan provides an in-depth update on the company’s flagship Copalito Project. Following the recent announcement of a 3,000-meter diamond drill program, we discuss what’s possible with this initial program.
Key Discussion Points:
- Read more
Jon Gilligan, President and CEO of Liberty Gold (TSX:LGD; OTCQX:LGDTF), joins me for a comprehensive update on 2 non-core project divestments, to focus on the development and derisking work leading to an upcoming Feasibility Study, engineering work streams, permitting, and other future value drivers; with a move towards a construction decision in 2 years at the open-pit, heap leach Black Pine Gold Project in the Great Basin in sout...
In this Daily Editorial, we sit down with Dana Lyons, Fund Manager and Editor of The Lyons Share Pro. As a focused technical trader, Dana joins us to cut through the geopolitical noise and provide an unemotional, data-driven look at the current market landscape. Following a significant week for the metals, we explore whether the current price action represents a buyable bottom or the beginning of a deeper bearish trend.
Key Discuss...
Dave Cole, CEO of Elemental Royalty Corporation (TSXV: ELE) (Nasdaq: ELE) joins us to review their record full-year 2025 financial metrics, and to look ahead to 2026 guidance. 2026 will be the first full year of results from the pro-forma combination of Elemental Altus Royalties with EMX Royalty Corporation last year, to form an emerging intermediate royalty company. We discuss a number of key royalty partner project updates, det...
In this Company Update, I sit down with Tim Clark, President and CEO, and Bryan Atkinson, Senior Vice President of Exploration, of Fury Gold Mines (TSX: FURY | NYSE American: FURY). We recap recent drill results and the pathway to production at the Eau Claire Project and drilling starting soon at Committee Bay.
Key Discussion Points:- Pathway to Production: Tim discusses the strategic shift toward p...
[Recorded on Monday March 23rd, 2026] Erik Wetterling, Founder and Editor of The Hedgeless Horseman website, joins me for a candid discussion on metals sector volatility, and the increasing disconnect we are seeing in the valuation that many of the gold, silver, and copper stocks are receiving after a violent sector correction in March.
Many of the advanced explorers and developers have market caps that have cratered when compar...
Glenn Jessome, President & CEO of Silver Tiger Metals (TSX.V:SLVR) (OTCQX:SLVTF), joins us for a very key development update and Company milestone. The press release March 18th stated that the Board of Directors of Silver Tiger Metals has approved the construction decision of the surface mine; with commissioning and first pour targeted for December, 2027; at the El Tigre Silver-Gold Project in Sonora, Mexico.
We started off ...
In this Daily Editorial, we welcome back Dave Erfle, the founder and editor of Junior Miner Junky, to make sense of one of the worst weeks for precious metals in over 40 years. Following a significant drop in gold prices and a sharp sell-off in mining equities, Dave breaks down the technical damage, the impact of global margin calls, and whether the sector has finally reached a capitulation point.
Key Discussion Points:
In this Daily Editorial, we welcome back Trader Ferg, an independent speculator and author of the popular Trader Ferg Substack. As geopolitical conflicts continue to reshape global trade, Ferg joins us to discuss the structural "off-ramps" disappearing in the energy sector and where he is finding the most asymmetric value in a volatile market.
Discussion Highlights:
- The Global LNG Shortfall: The di...
In this KER Company Update, I am joined by Greg Smith, Vice President of Exploration at Newcore Gold (TSX.V: NCAU | OTCQX: NCAUF). Following the March 18th release of the updated Mineral Resource Estimate (MRE) for the Enchi Gold Project in Ghana, Greg provides a deep dive into the technical milestones and the strategic vision moving the project toward a Pre-Feasibility Study (PFS).
Key Discussion Points:- Read more
In this KER Company Update, I am joined by Scott Berdahl, CEO and Director of Snowline Gold (TSX:SGD - OTCQB:SNWGF), to discuss the company’s strategic trajectory for 2026. Despite broader sector volatility, Snowline Gold remains focused on the high-quality fundamentals of its flagship Valley deposit and its extensive exploration pipeline in the Yukon.
Key Discussion Points:- Resource Quality and Ec...
Elaine Ellingham, President and CEO of Omai Gold Mines Corp. (TSXV: OMG) (OTCQB: OMGGF), joins me for an exploration update, with mineralization expanding upon the updated Resource Estimate of 6.5 million ounces of gold in all categories, from the combined Wenot and Gilt Creek Projects at the Company’s 100%-owned Omai Gold Project in Guyana, South America. We also discuss the dual path of the company now, split between exploration...
Drew Clark, President and CEO of Summit Royalties Ltd. (TSX.V: SUM) (OTCQB: SUMMF), joins me to outline the transformational acquisition of Star Royalties and recent acquisition of a 1% NSR on the Saddle North Project, taking their portfolio up to 50 royalty partner projects, across 3 core jurisdictions being Canada, USA, and Australia; mostly focused on gold and silver. Summit is a relatively new company having just gone public i...
In this episode of the KE Report, we are joined by Charles Funk, President and CEO of Heliostar Metals (TSX-V: HSTR | OTCQX: HSTXF). We focus on the 2025 financial results and the acquisition of the Goldstrike deposit in Utah.
Key Discussion Points:
- 2025 Financial Results: A review of a "transformational" nine-month fiscal year where the company produced nearly 35,000 ounces of gold, generating ove...
This week’s show centers on the intersection of geopolitical conflict and market fundamentals. With the Strait of Hormuz facing unprecedented disruptions, the energy sector is bracing for a supply shock that could redefine the global economy. Simultaneously, the precious metals market is grappling with a "war premium" already baked into prices, leaving investors wondering if the next leg up is driven by fear or the looming threat o...
In this Daily Editorial, we chat with Marc Chandler, Managing Partner at Bannockburn Global Forex and Editor of the Marc to Market website. Marc joins us to provide a high-level technical and fundamental analysis of the shifting landscape in currency, equity, and commodity markets.
Throughout the discussion, Marc breaks down the recent "yo-yo" effect seen in the US Dollar Index and explains the hawkish pivot across global central b...
[Recorded March 18th, 2026] Nick Hodge, Co-Owner of Digest Publishing and editor of Foundational Profits and Underground Alpha, joins me for our monthly longer-format discussion on different macroeconomic factors and market reactions to the war in the Middle East, and how he continuing to accumulate select stocks into the volatility in gold, royalty, uranium, and critical minerals resource stocks.
We start off discussing the mac...
Luis Santana, CEO and Director of GoldQuest Mining Corp. (TSXV: GQC) (OTCQX: GDQMF), joins me for a comprehensive introduction to this Canadian exploration and development company, with strong participation from Dominican investors, focused on advancing its gold, copper, silver, and zinc assets in the Dominican Republic. The Company has a Board of Directors and management team with prior experience developing and operating a mine i...
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