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

May 2, 2024 25 mins

Chen Lin, Editor of What Is Chen Buying? What Is Chen Selling? joins me to discuss why he is bullish copper, silver and gold.

 

On the copper and silver front, Chen points to a range of demand factors he thinks will drive prices much higher. I also have Chen explain the types of copper and silver stocks he is liking. For copper he is starting to move down to the juniors (some for political reasons). For Silver he is looking at the...

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Michael Wood, President and CEO of Sendero Resources (TSX.V:SEND) joins me to recap drill results from the La Ollita Target At The Peñas Negras Project in The Vicuña District, Argentina, released yesterday May 1st. 

 

3 more holes were released with hole 6 being the headline results intersecting 364m of 0.51 g/t Gold Equivalent “AuEq” from a shallow depth of 34m to the bottom of the hole. The upper part of the hole intersected 114...

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Jordan Roy-Byrne, CMT, MFTA, and Editor of The Daily Gold joined me to discuss his technical outlook for gold, GDX and GDXJ. While early on in a correction, after a strong run to overbought levels, Jordan outlines price levels to watch where the correction could bottom.

 

We discuss gold's performance against the 60/40 portfolio and the S&P. I also ask about Jordan's trading strategy for junior stocks where he explains how he ...

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Matt Badiali, Editor of The New Energy Investor published under the Mangrove Investor joins me to chat battery technology and development.

 

We start by recapping some of the recent news on sodium batteries, solid state batteries and other minerals being incorporated into new batter development. While we can try to product which battery will become the global standard maybe there is room for a range of batteries developed for diff...

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More specific stock commentary, this time with Jeff Clark, Editor of The Gold Advisor and Paydirt Prospector!

 

On this segment we discuss 4 stocks Jeff follows in The Gold Advisor newsletter. We also look ahead to the upcoming Metals Investor Forum on May 9th and 10th in Vancouver. Jeff shares the companies he is bringing to the conference.

 

The stocks mentioned today are:

  • Snowline Gold - TSX.V:SGD - OTCQB:SNWGF
  • Dolly Varden...
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Outback Goldfields (TSX.V:OZ - OTCQB:OZBKF) recently announced a shift in focus to Finland, through an acquisition of the portfolio of projects from S2 Resources. This news was announced on March 1st and follow up news on a concurrent $5million financing announced on April 25th.

 

Chris Donaldson, President and CEO of Outback joins me to provide more information on the deal, which includes an option for S2 to earn into the Outback...

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In my effort to bring you all more company specific commentary I reached out to Adrian Day, President of Adrian Day Asset Management and manager of the Euro Pacific Gold Fund, to comment on a couple companies he recently updated his clients on.

 

Adrian shares his thoughts on two prospect generators, Lara Exploration (TSX.V:LRA) and Midland Exploration (TSX.V:MD), as well as one royalty company, Orogen Royalties (TSX.V:OGN).

 

I w...

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As pretty much every market is red today in this segment I focus on the pullback in gold, silver and the gold stock ETFs, GDX and GDXJ. Dave Erfle, Fonder and Editor of the Junior Miner Junky joins me share his outlook when it comes to prices for the precious metals and the equities.

 

We outline key levels to watch, that are currently support, and how the upcoming Fed meeting and jobs data could be the next catalyst.

 

I also ask...

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Matt Schwab, CEO of Kraken Energy (CSE:UUSA - OTCQB:UUSAF - FSE:F2C) joins me to recap the two drills holes at the Harts Point Property, in Utah, and look ahead to future exploration at the Company's projects in Nevada.

 

The drilling at Harts Point consisted of two holes, twinning historic holes, to confirm the presence of uranium. This property in under a Joint Venture with Atomic Minerals, where Kraken is earning into a 75% int...

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Yesterday, April 29th, Volt Lithium (TSX.V:VLT - OTCQB:VLTLF) announced a strategic investment from an oil field operator in the Delaware Basin, for a total US$1.5million. The key to this news is Volt now moving forward with a "field unit that will produce lithium hydroxide monohydrate using Volt’s proprietary direct lithium extraction (“DLE”) technology"

 

Alex Wylie, President and CEO of Volt Lithium joins me to discuss the fiel...

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Welcome to another episode of Stock Talk! Quinton Hennigh, Geologist, private investor and geologic advisor to Crascat Capital joins me again to discuss 4 stocks you have all sent to me. We focus mostly on exploration companies, with one silver producer mixed in at the end.

 

Quinton shares his thoughts on the following companies in this order...

  • Kingfisher Metals - TSX.V:KFR, OTCQB:KGFMF
  • Eskay Mining - TSX.V:ESK, OTCQX:ESKYF
  • ...
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Mike Stark, Chairman, President and CEO of Arizona Gold & Silver (TSX.V:AZS - OTCQB:AZASF) joins me to discuss the RC drill program that started on April 10th on the Company's Philadelphia Gold-Silver Project, in Arizona. The program is focused at the Resaca Claim, a 400 meter gap in the drilling from past programs. See the map posted below (from the April 10th news release) to view the location of the Resaca Claim. 

 

I have ...

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TG Watkins, Director of Stocks at Simpler Trading and Editor of the Profit Pilot website joins me to share his view on the recent market weakness and the precious metals (and commodities) outperforming for the last almost 2 months.

 

We start with TG's assessment of the markets and if the correction this month is a natural correction or the start of a larger downtrend. We discuss the mixed moves in large tech stocks and the pullba...

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Claudia Tornquist, President and CEO of Kodiak Copper (TSX.V:KDK - OTCQB:KDKCF - FRA:5DD1) joins me to discuss a new copper porphyry discovery on the MPD Project, in south central BC, and recap the final drill results from the 2023 exploration program. All of this news was reported in the most recent news release from April 25th.

 

We start with an overview of the new porphyry discovery in the 1516 Zone. For a visual of the possib...

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Francois Motte, CFO of Aclara Resources (TSX.V:ARA) joins me to outline the Company's strategy to vertically integrate by developing rare earth separation capabilities in the United States. This news was announced on April 3rd.  

 

I have provided updates on Aclara Resources (TSX:ARA) as the Company has defined heavy rare earth deposits (ionic clay) in Chile and Brazil. The Company also recently received an investment by CAP S.A. ...

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Welcome to The KE Report Weekend Show! On this Weekend Show we mix it up bey discussing a couple important company developments in precious metals stocks and for the active traders, a number of ways to trade the recent pullback in the markets.

 

  • Segment 1 and 2 - Brian Leni, Founder of the Junior Stock Review kicks off the show discussing the G Mining and Reunion Gold merger as well as AbraSilver Resource financing with Barric...
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Akiba Leisman, President and CEO of Mako Mining (TSX.V:MKO – OTCQX:MAKOF), joins me to review the key takeaways from the Q1 2024 production and operations report, the key synergies with the ongoing acquisition of Goldsource Mines (TSXV:GXS)(OTCQX:GXSFF), and a review of the exploration strategy this year in Nicaragua.

 

We started off recapping how the results have been steadily ramping up and improving ever since the Company recei...

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Marc Chandler, Managing Partner at Bannockburn Global ForEx and Editor of the Marc to Market blog, joins us to discuss some of the moves in global currencies, recent US economic data for GDP growth and the PCE inflation deflator metrics, commodities inflows, wage growth, corporate profits, and how this all ties into central bank policies.  We note the continued strength in the US dollar, and the major weakness in the Japanese Yen, ...

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Joel Elconin, Co-Host of the Benzinga PreMarket Prep Show and Editor of the PreMarket Prep website joins us to recap this week's US economic data and key tech earnings.

 

The market did not like the slower GDP growth, reported on Thursday, but Friday was a different story after some major tech earnings. The market was due for a correction, which started this month, but is already being bought back. We ask Joel to make sense of thi...

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The Westside Target, on the Tombstone Project in Arizona, is a new gold-silver exploration target announced on April 22nd by Aztec Minerals ("Aztec" or the "Company") (TSX.V:AZT & OTCQB:AZZTF).

 

Simon Dyakowski, President and CEO of Aztec joins me to discuss this new target and the start of the 2024 exploration program on the Tombstone Project. Refer to Figure 1 from the news release posted below to see the location of the ta...

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