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.

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Episodes

14 hours ago

Fred Bell, CEO of Elemental Altus Royalties (TSX.V:ELE) (OTCQX:ELEMF), joins us to review the recent acquisition of 2 brownfields tungsten royalties, as well as a royalty partner update on the Diba Mine nearing first production.  
 
In the news released to the market on July 22nd, Elemental Altus Royalties has acquired two existing royalties from Cornish Metals Inc. including an uncapped 4% net smelter return ("NSR") royalty on the Mactung Project in Canada currently being advanced by Fireweed Metals Corp, and a 1% NSR royalty on the high-grade Cantung Project, a formerly operating tungsten mine in Canada.
 
Mactung, operated and owned by Fireweed Metals, is one of the largest, high-grade tungsten deposits in the world and one of the few high-grade tungsten deposits outside of China, that also has the Environmental Assessment completed as part of previous permitting. Fireweed Metals, a well-financed, Lundin Group company, has an experienced management team with a track record of securing funding for mine development.  The next key catalyst on the Project will be a new PEA later in 2024, building on the updated Mineral Resource Estimate in 2023.   Fred also briefly reviews the overlooked value in the previously operating Cantung Project, and why their team is bullish on the fundamentals of the tungsten markets as a strategic metal of importance.
 
Next we got a royalty partner update on the expected maiden production from the Diba Gold Project, operated by Allied Gold Corp (TSX: AAUC). Allied Gold has announced that their 12,000 meter drilling program is targeting extending the Mineral Resources at Diba. This is significant as the exploration program is designed to prioritize near-mine oxides and comes on top of the previously announced initial Proven and Probable Reserves of 280,000 ounces of gold at 1.43 g/t within the larger 377,000 ounces of gold in Measured and Indicated Resources that was announced in February 2024.
 
Diba is expected to materially contribute to production at Sadiola from mid-2024 and Allied have fast-tracked it into production this year, while simultaneously undertaking aggressive exploration to expand the Resource. Elemental Altus owns a 3% NSR royalty on the first 226,000 ounces produced at Diba and an uncapped 2% NSR royalty on all subsequent production. The consideration also included multiple production-based milestones totalling up to US$6 million and for which the Company has received the first US$1 million with further payments anticipated this year.
 
If you have any follow up questions for Fred regarding Elemental Altus Royalties, then please email me at Shad@kereport.com.
 
In full disclosure, Shad is a shareholder of Elemental Altus Royalties at the time of this recording.
 
Click here to view recent news on the Elemental Altus Royalties website

14 hours ago


Dave Erfle, Editor of The Junior Miner Junky joins us to discuss the relatively stable gold price around $2,400 and the investment factors holding price. 
 
Dave provides insights on key factors such as Fed policies, including potential future rate cuts, and global economic signals like the U.S. job market and Indian gold import tax changes. We also delve into geopolitical events affecting gold prices, including U.S. election chaos and global economic slowdowns. Additionally, we explore the dynamics of Western vs. Eastern investment in gold and discuss the performance and potential of silver stocks amidst rising gold prices.
 
Click here to visit the Junior Miner Junky website to learn more about Dave’s investment letter. 

15 hours ago


Matt Badiali, Editor of the New Energy Investor, published under Mangrove Investor joins us to focus on the copper market. We discuss the drop in the copper price, issues around permitting, overall health of the copper producers, and what factors could help all copper stocks. 
 
We kick off with insights into the significant price drop from over $5 in May to $4.16 today. We discuss the potential global economic slowdown and its impact on commodity prices, particularly copper and energy. Matt shares his views on China's influential role in the commodities market, the economic health of copper producers, and the increasing energy demands in copper mining. We also address the potential for M&A activities among major and junior mining companies amidst current market conditions.
 
 
Click here to visit the Mangrove Investor website to follow along with what Matt is writing. 

2 days ago

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 silver price action, and some pro tips on investing junior silver stocks.  This is a longer-format conversation where we cover many areas of consideration like drilling news catalysts, jurisdiction risk, and the potential of spinning out certain projects as a value driver. We also ponder whether junior silver developers should move towards production on their own, or try to sell a stand-alone project outright, or seek out a total acquisition or takeover offer from a senior producer.
 
The company examples that Peter provides from his portfolio for review are New Pacific Metals Corp. (TSX: NUAG) (NYSE: NEWP), Dolly Varden Silver Corp. (TSXV: DV) (OTCQX: DOLLF), Vizsla Silver Corp. (TSXV: VZLA) (NYSE: VZLA), and Summa Silver Corp. (TSXV: SSVR) (OTCQX: SSVRF).
 
In full disclosure, Shad is a shareholder of Dolly Varden Silver and Vizsla Silver at the time of this recording. 
 
Click here to visit Peter’s site and follow along with his analysis of the silver sector

2 days ago

John Miniotis, President and CEO and David O’Connor, Chief Geologist of AbraSilver Resource Corp (TSX.V:ABRA – OTCQX:ABBRF), join us to review the first 3 drill holes and a number of upcoming key targets for the recently commenced 20,000 meter Phase 4 diamond drill campaign on their wholly-owned Diablillos property in Salta Province, Argentina.  We also discuss the recently changing political policies in Argentina, including a larger incentive bill passing, making it more economically viable to develop and produce from extractive projects, and is attracting more foreign investment from other global companies into this improving jurisdiction. 
 
We start off having John and Dave recap the recent wide-intercept silver mineralization returned from the first 3 drill holes exploring the SouthWest extension of JAC. Headline Hole DDH 24-004 encountered a wide zone of high-grade silver mineralization, grading 245 g/t Ag over 33.4 meters. Drilling in this zone is designed to convert Inferred Mineral Resources to the Indicated category, within the conceptual open pit boundary.  Dave also expands on other drill targets being pursued by the 3 drill rigs in areas with known mineralization, like JAC North, Alpaca, Fantasma, and Cerro Bayo; as well as exploring to the NorthEast extension of the Oculto deposit.  This ongoing drilling will expand the known targets will feed data into future resource updates and that the exploration team is looking for more near-surface high-grade silver and gold oxide mineralization to expand and extend the front-end economics of a project development scenario. 
 
We also have John outline the some of the major changes in Argentina since the policies of the newly elected president, Javier Milei, has enacted sweeping reform that has reduced inflation from over 20% down to 4%, is removing barriers to business and foreign investment in the country, and is enacting improvements to infrastructure.  In particular the new “Incentive Regime for Large Investments” bill  (also nicknamed RIGI) offers a legal framework of tax, customs and exchange incentives to attract investment projects exceeding 200 million dollars.
 
The key takeaways for AbraSilver would be seeing the income tax drop from 35% down to 25%, removal of FX currency restrictions, and to see a 3-year reduction in export duties of 8% for gold and 4.5% for silver drop down to effectively 0% after the third year.   This would mean substantial increase to the NPV of the project economics.  Additionally, once the Company puts out a Feasibility Study on the project next year, they would be eligible to file a Stability Agreement, locking in the better taxes and export duties for a 30 year period.
 
 
 If you have any follow up questions for John or Dave regarding at AbraSilver, then please email me at Shad@kereport.com.
 
In full disclosure, Shad is a shareholder of AbraSilver at the time of this recording.
 
Click here to visit the AbraSilver website and read over the most recent news releases.

2 days ago


Craig Hemke, Editor of TF Metals Report joins us to discuss the latest Commitment of Traders (COT) report and its impact on gold prices. Craig provides an in-depth analysis of the significant drop in gold prices following the CoT report and shares insights about trends in the silver market. Craig also touches on upcoming economic data, the influence of politics on precious metals, and the potential market behavior in the months to come.
 
Click here to visit Craig’s website - TF Metals Report
 

2 days ago


Francois Motte, CFO of Aclara Resources (TSX:ACA) joins me to recap the July 9th news release, reporting a strategic alliance with VACUUMSCHMELZE GmbH & Co. (“VAC”) to explore the development of a permanent magnet supply chain.  
 
We start by discussing VAC's extensive history and expertise in rare earth permanent magnets. The alliance aims to develop a competitive magnet supply chain outside of China, addressing geopolitical concerns. This partnership focuses on sourcing heavy rare earth minerals from Aclara's projects in Brazil and Chile and VAC's production capabilities. The discussion also highlights VAC's contract with General Motors and their factory under construction in South Carolina, set to supply electric vehicle magnets by 2026. 
 
We also discuss the technical, economic, and operational details of the alliance, the importance of heavy rare earth minerals such as Dysprosium and Terbium, and the broader impact on the electric vehicle market.
 
If you have any follow up questions for Francois please email me at Fleck@kereport.com.
 
 
Click here to visit the Aclara website to learn more about the Company. 

3 days ago


Rick Bensignor, President of Bensignor Investment Strategies joins us for the special Sunday Editorial to share his trading strategies and outlook for small cap stocks, tech stocks, interest rates, copper and gold.  
 
We kick off with the impact of lower-than-expected inflation CPI data on July 11th, which triggered a rotation from big tech to small caps. Rick elaborates on his tactical moves, including buying the Russell 2000 ETF (IWM) and shorting QQQ. The conversation transitions into the sustainability of the small-cap rally, heavily influenced by expectations of the Federal Reserve lowering interest rates. 
 
Rick then provides an analysis of bond yields, particularly focusing on U.S. 10-year Treasury yields and the critical support level of 4.13%. He highlights the potential implications if yields break below this level. Next, Rick discusses the broader market sentiment, including the rotation into various sectors like financials, smaller tech stocks, and REITs, driven by the anticipation of lower rates. Rick contrasts this with the concept of yield curve un-inverting and what it signals for the economy. 
 
The discussion then shifts to commodities, with a detailed look at copper and gold markets. Rick explains the speculative nature of the recent copper rally and its subsequent correction, emphasizing the role of China and market sentiment in driving these moves. For gold, Rick maintains a positive long-term outlook but advises cautious short-term trading, noting the importance of key levels and the influence of the dollar and bond yields.
 
Click here to visit the In The Know Trader website.

4 days ago


 
 
Welcome to The KE Report Weekend Show!
 
This summer sure isn't boring! Another volatile week for markets and metals as prices rose to start the week but revered Thursday and fell further on Friday.
 
On this Weekend Show we focus on metal and energy stocks. There are some great opportunities in many resource sectors but investors have to be selective.
 
We hope you all enjoy this Weekend Show! Have a great weekend!
 
Segment 1 and 2 - Joe Mazumdar, Editor of Exploration Insights kicks off the show discussing the current trends in gold and silver markets and their impact on equities. Joe shares insights from a recent conference in Boca Raton, organized by Rick Rule, highlighting the participation of high-net-worth individuals and industry trends. The conversation spans topics from market corrections, M&A activity, and the role of institutional equities, to the challenges faced by development companies in securing funding.
Click here to visit the Exploration Insights website to follow along with Joe. 
Segment 3 and 4 - Dan Steffens, President of The Energy Prospectus Group wraps up the show by discussing two energy companies - Devon Energy and Crescent Energy - and their recent acquisitions. He also explores the potential effects of a Trump re-election on the energy sector, including changes in oil prices and future energy policies.
Click here to visit the Energy Prospectus Group website for more energy market and stock analysis.
Dan also offered to send you his company reports! All you have to do is email Dan, energyprospectus@gmail.com, and mention the KER interview.
 
 

5 days ago


Marc Chandler, Managing Partner at Bannockburn Global ForEx and Editor of the Marc to Market website joins us to discuss the latest CPI data and its market impact. 
 
We delve into expectations of a Fed rate cut, market reactions, and potential future movements. Mark shares insights on stock market trends, commodity adjustments, and evaluates the Trump trade scenario. Discover how interest rates and a stronger US dollar might influence gold and the small caps market. 
 
Click here to visit Marc’s site - Marc To Market. 

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