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.

Listen on:

  • Apple Podcasts
  • Google Podcasts
  • Podbean App
  • Spotify
  • Amazon Music
  • iHeartRadio
  • PlayerFM
  • Samsung
  • Podchaser

Episodes

3 days ago

Welcome to The KE Report Weekend Show! We split this Weekend's Show into two parts. The first half of the show is focused on how markets and interest rates are impacting a range of resource sectors. The back half of the show is all about an investment strategy for smaller exploration stocks.
 
We hope you all enjoy. Please share our segments through your podcast player (search "The KE Report"), YouTube and through email. And keep emailing us your questions and comments for all of our guests.
 
Segment 1 and 2 - Peter Boockvar, Chief Investment Officer at Bleakley Advisory Group kicks off the show braking down all the recent economic data out of the US that matters for markets.
Click here to follow along with Peter at The Boock Report on Substack.
Segment 3 and 4 - Joe Mazumdar, Editor of Exploration Insights wraps up the show with an extended segment discussing the difference between Australian and north American exploration companies. It leads into a much larger discussion on the state of the exploration industry and where Joe is investing his money.
Click here to visit the Exploration Insights website to learn more about Joe's investment letter.

3 days ago

Erik Wetterling, Founder and Editor of The Hedgeless Horseman website, joins me to review the cyclicality of resource stock investing in the commodities sector, where there are periodic steep corrections, followed by the inevitable sharp rallies higher. He outlines that one must put the existing PM bear market in that context, knowing that eventually the sentiment will turn back higher like it always does.
 
We then shift over to 3 exploration companies in Sweden, and the opportunities that Erik sees in at present valuations in the pro-forma Barsele Minerals (BME.V)  in the process of merging with Gold Line Resources (GLDL.V) for a large 100 km gold trend to explore, and then 2 junior exploration companies focused on potential changes to uranium extraction in Sweden, both District Metals (DMX.V), and Mawson Gold (MAW.V), that have other base metals and precious metals projects respectively as other value drivers.
 
*In full disclosure, the companies mentioned by Erik in this interview include personal positions in his portfolio, and they may also be site sponsors on The Hedgeless Horseman website at the time of this recording. 
 
Click here to follow Erik over at ceo.ca
 
Click here to visit Erik’s site – The Hedgeless Horseman

3 days ago


In recent updates with TriStar Gold ("TriStar" or the "Company") (TSX.V:TSG - OTCQB:TSGZF) we have discussed the permitting process at the Castelo de Sonhos, in Brazil. The Company has outline Q1 2024 as the time when the key permit could be received.
 
Nick Appleyard, President and CEO of TriStar Gold joins me to provide an update on the permitting process. We discuss if Q1 will still be the timeframe the permit is received. We also look past the permit to what the Company will do to move the Project into production. I ask about possible partners and funding options.
 
If you have any follow up questions for Nick please email me at Fleck@kereport.com.
 
 
Click here to visit the TriStar website to learn more about the Company.

4 days ago


Marc Chandler, Managing Partner at Bannockburn Global ForEx and Editor of the Marc to Market website joins me to discuss the recent inflation data out of the US and market reaction.
 
This year the bond market has continued to converge with Fed policy however markets have continued to move higher. I ask Marc about the strength of markets in the face of higher rates and a higher US Dollar.
 
We also look into next week with the Bank of Canada and ECB meetings as well as the US and Canada jobs data on Friday.
 
Click here to visit Marc's site Marc to Market.

4 days ago

Craig Hemke, Founder and Editor of TF Metals Report, joins us for a wide-ranging discussing, starting out parsing the recent inflation data and market response.  We contrast the US equity markets performance against interest rates and the dollar, and discuss if there has been a change in the “one universal chart” correlations that we’ve seen playing out the last few years.  Next Craig provides his technical outlook on the gold price, in lieu of all the factors that should have been working against the monetary metal, and yet the continued underperformance of the gold stocks.  We wrap up taking a look a silver still being stuck in a trading range, and what may break it out.
 
Click here to visit Craig’s TF Metals Report website

4 days ago


Sam Walding, CEO if Infinico Metals ("Infinico" or the "Company") joins me to introduce this new exploration company focused on critical minerals in Quebec. The Company holds an option to acquire 100% interest in two projects, Nicobi and Dalhousie.
 
The Nicobi Project is a nickel-copper-cobalt-PGE asset where the Company just released results from the initial drill program. The Company just completed the initial drill program that is leading to a new understanding of the mineralization.
 
The Dalhousie Project is an earlier stage critical minerals projects that has recently shown lithium on site as well.
 
Sam and I discuss the plans moving forward at each asset as well as recap the management team. We also discuss share structure and key shareholders, including Plethora Private Equity, which holds 31% of the outstanding shares. 
 
If you have any follow up questions for Sam please email me at Fleck@kereport.com.
 
Click here to read learn more about the Company and Projects.

4 days ago

Paddy Nicol, President and CEO, and Marco LoCasio, VP of Corporate Development, at Orogen Royalties (TSX.V: OGN – OTCQX: OGNRF) both join me for a comprehensive update on this hybrid royalty company and prospect generator, reviewing some of the key cornerstone royalty assets, and some of the up and coming projects moving from exploration into development.
 
We start off discussing their 2% royalty on the Ermitaño West project, held by First Majestic, and how this producing asset is bringing in revenues to the Company.  Next, we review the key 1% royalty on the Silicon deposit, and the Merlin Zone, (not called the Expanded Silicon Project) which is being explored and developed by Anglogold Ashanti in Nevada. There has been substantial resource growth seen there over the last few years, with a resource update out just earlier this week, making this a flagship royalty asset in development.
 
We highlight a few other partner exploration and development projects out of their portfolio of 26 royalties, noting the acquisition of the La Rica copper royalty in Colombia, the royalty on Kodiak Copper’s MPD Project and Headwater Gold’s Spring Peak project.  We also discuss the Orogen Royalties diversification in metals, operators, jurisdictions, and shareholder base.
 
If you have questions for Paddy or Marco on Orogen Royalties, then please email me at Shad@kereport.com.
 
In full disclosure, Shad is a shareholder of Orogen Royalties at the time of this recording.
 
Click here to follow the news at Orogen Royalties

4 days ago


Joel Elconin, Co-Host of the Benzinga PreMarket Prep Show and Editor of the PreMarket Prep website joins us to recap this morning's US inflation data (PCE), small caps stocks looking to breakout, contributing to the widening breadth, and Bitcoin's recent move to $64k. 
 
Inflation data with in line with expectations which continues to slowly moderate towards the 2% target level. Market are flat on the data but continue to be in strong uptrends with widening breadth. On the breadth front we loom at the IWM chart (small caps) which are looking to breakout from a 2 year sideways channel. This is in the face of generally higher rates.
 
Final comments are on the strength of Bitcoin, which recently hit $64k. Could a Bitcoin price in the 6 digits be in the cards?
 
As mentioned on The Closing Print show today Joel will be joined by Michael Pachter, Managing Director at Wedbush Securities. Click here to tune into that conversation on YouTube.

4 days ago


Chris Ritchie, President of SilverCrest Metals ("SilverCrest" or the "Company") (TSX:SIL - NYSE:SILV) joins me to discuss the Company's 2024 guidance on silver and gold production, costs and exploration. See the table below, from the February 20th news release, that details the guidance ranges for this year at the Company's Las Chispas Project in Mexico.
 
I ask Chris how the costs, on the all-in sustaining cost (AISC) front, compare to the numbers outlined in the Company's Technical Report, released last year. I also have Chris compare the costs across the silver producers. We discuss how the Company is working to control costs throughout this year and into next year. On the growth front I ask about the ongoing underground development and exploration budget of between $12-14million for the year.
 
We all know costs have continued to rise throughout the entire mining sector. Chris outlines how SilverCrest is focused on the balance sheet, continuing to hold bullion and separating itself from the other higher cost silver producers.
 
If you have any follow up questions for Chris please email me at Fleck@kereport.com.
 
Click here to visit the SilverCrest Metals website to learn more about his silver producer.
 
Guidance Metric
Unit
2024
Silver Equivalent (“AgEq”) Ounces
million oz sold
9.8 to 10.2
Cash Costs
$/oz AgEq sold
9.50 to 10.00
Corporate AISC
$/oz AgEq sold
15.00 to 15.90
Sustaining Capital
$ million
40.0 to 44.0
Exploration
$ million
12.0 to 14.0
 

5 days ago

Brad Humphrey, CEO and Director of NiCAN Ltd (TSX.V: NICN) (OTC: NILTF), joins us for a comprehensive introduction to this junior exploration company, focused on exploring for high-grade nickel at both the Wine Project and Pipy Project in Manitoba, Canada. We start off having Brad share how NiCAN came together to focus on nickel exploration in the prolific Snow Lake and Thompson areas of Manitoba, where there has been a substantial amount of historical base metals exploration, development, and production for both nickel and copper. 
 
We review the prior work the exploration team at NiCAN has completed the last few years from surveys, to ground work, and then the previous 2 drill programs at the flagship Wine Project.  We also look ahead to the 6-8 hole program that was recently announced and commenced today, for about 600-1000 meters to further delineate and follow up on the recent drilling that returned some high-grade nickel equivalent intercepts over fairly wide intervals.  Additionally, we touch on the permitting and seasonality of working on the Wine Project and why this program will wrap up by the end of March, take a rest in summer, and then commence again later in the year.
 
Next we briefly touch on the social licensing and permitting work ongoing at the Pipy Project, and why their team is excited to get on the ground there in the future to commence more exploration work.  We have Brad outline his background in the resource industry, as well as the experience of some of the key management team members and board of directors.  We wrap up getting a better understanding of the financial side of the business, their cash position, share structure, outstanding warrants, and  inside ownership.  
 
If you have any questions for Brad regarding NiCAN Ltd, then please email us at either Fleck@kereport.com or Shad@kereport.com.
 
Click here to follow the news at NiCAN Ltd

Image

Your Title

This is the description area. You can write an introduction or add anything you want to tell your audience. This can help potential listeners better understand and become interested in your podcast. Think about what will motivate them to hit the play button. What is your podcast about? What makes it unique? This is your chance to introduce your podcast and grab their attention.

Copyright 2023 All rights reserved.

Podcast Powered By Podbean

Version: 20230822