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
Tuesday Feb 10, 2026
Tuesday Feb 10, 2026
Tim Shearcroft, CEO and Co-Founder of BP Silver Corp. (TSXV: BPAG), joins me for a review of the results from the first two drill holes of its initial eleven-hole Phase I drill program at the Cosuño Silver Project, located in the prolific Bolivian silver belt. Additionally, the Company is working on finalizing the title at their Titiri Project, located in a major under-explored silver belt with Tier 1 discovery potential.
The Phase I drill program tested four initial targets in the southern portion of Cosuño, selected as initial targets because they were outcropping, in an area that is covered by surficial overburden. Drill Holes CO-0001 and CO-0002 were drilled in the Jalsuri target, a northwest-southeast trending ridge formed by a prominent mineralized structure. These results validated that the lithocap at Cosuño is mineralized with precious metals and base metals.
CO-0001 intercepted 62 meters of 56.96 silver equivalent (AgEq), including 29 meters of 80 AgEq, and 4 meters of 150 AgEq
CO-0002 intercepted 33 meters of 62.86 silver equivalent (AgEq), including 3 meters of 124.95 AgEq
The remaining 9 holes from Phase I will have more holes returned from the Jalsuri, Benhur, Pocalleta, and Pocañita Chica target areas. We also discussed the potential for future drilling at the other portion of Jalsuri, and the Pocañita Grande targets.
We discuss the prospectivity of Bolivia for mineral exploration and exploitation, the handful of companies that have made solid advancements on their projects in country, and how the political administration has recently changed to become more amenable to foreign business investment and mineral extraction.
Additionally, their team is working with the government to finalize obtaining the title to begin exploration on their Titiri Project. Titiri was staked over a large land concession containing outcropping mineralization historically explored by ASARCO. This Project contains a 2.5km-long silver-lead-zinc zone, with excellent historical trench results, that was never drilled. Titiri is a very High Priority structural setting at the intersection of several major crustal-scale faults, along which multiple deposits occur. There is a MOU in place with local communities, and they’d like to get on the ground for exploration in mid-2026.
If you have any questions for Tim regarding BP Silver, then please email those into me at Shad@kereport.com.
Click here to follow the latest news from BP Silver Corp
For more market commentary & interview summaries, subscribe to our Substacks:
The KE Report: https://kereport.substack.com/
Shad’s resource market commentary: https://excelsiorprosperity.substack.com/
Investment disclaimer:
This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security. Investing in equities and commodities involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.
Tuesday Feb 10, 2026
Tuesday Feb 10, 2026
In this KE Report daily editorial, we are joined by Peter Boockvar, Chief Investment Officer at OnePoint BFG Wealth Partners and editor of The Boock Report on Substack. Peter shares his perspective on recent volatility across commodities, the outlook for precious metals, energy markets, and what earnings season is revealing about the broader economy.
Key themes discussed include:
Gold & Silver Volatility - A look at the parabolic move and sharp correction in precious metals, why consolidation may take time, and what could ultimately re-establish a more stable base.
Macro Risks to the Precious Metals Bull Market - Central bank policy, currency strength, geopolitical dynamics, and factors that could weaken long-term demand for gold.
Base Metals, Critical & Strategic Resources - How deglobalization, supply chain security, and resource hoarding are reshaping demand for industrial and strategic metals.
Energy Markets & Oil Outlook - Why oil remains supported despite bearish sentiment, the impact of underinvestment, and what higher prices could mean for energy equities.
Earnings Season & Equity Valuations - Insights into elevated expectations, revenue trends, margin pressures, and what current earnings reveal about economic momentum.
Sector Positioning for 2026 - Peter highlights where he sees opportunity, including energy, commodities, and select defensive sectors amid shifting market leadership.
Click here to follow Peter at The Boock Report - https://peterboockvar.substack.com/
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For more market commentary & interview summaries, subscribe to our Substacks:
The KE Report: https://kereport.substack.com/
Shad’s resource market commentary: https://excelsiorprosperity.substack.com/
Investment disclaimer:This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security or investment product. Investing in equities, commodities, really everything involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.
Monday Feb 09, 2026
Monday Feb 09, 2026
Maura Kolb, President, of Dryden Gold Corp (TSX.V: DRY) (OTCQB: DRYGF), joins me for an exclusive video update recapping the recent exploration results from early 2026, key takeaways from the prior 2025 exploration program, and the larger fully-funded 2026 work program at the 3 regional areas: Gold Rock Camp, Sherridon, and Hyndman across their Dryden Gold District, in Northwestern Ontario, Canada. We also review the constructive signal seen when a few key stakeholders topped their company investments in recent capital raises and through the exercising of warrants.
Maura provides a brief overview of the larger district-scale land page and the exploration potential at each of the 3 key regional areas of focus.
We start off reviewing some the key targets drilled in last season’s 15,000 meter program along both the Big Master and Elora Gold trends at the Gold Rock Camp, incorporating the data sets from the D1, D2, and new understanding of the D3 structural faulting trends. Maura then highlights the prior drill results from around the Elora-Jubilee Target, Pearl Target, and Laurentian Mine Target; mostly on the hanging wall side of the main trends in multiple parallel trends.
On February 4, 2026 Dryden announced new drill results which tested the Pearl zone in the Gold Rock Target Area. Results show continued expansion of the mineralization at Gold Rock with the discovery of two new footwall zones parallel to the main Elora shear structure at Pearl. This is the first significant mineralization discovered in the footwall of the Elora Shear at Pearl establishing another high-grade exploration target at Gold Rock. Further interpretation of existing data and this new drilling has revealed a second high-grade pod on the main Elora shear zone. The highlighted intercepts are near surface from 15 to 70 meters vertical depth.
Highlights of the recent 2026 drilling at the Pearl target:
Hole DGR-032 returned 6.4 g/t gold over 3.30 meters including 15.10 g/t gold over 1.00 meters in new high-grade footwall zone at Pearl
Hole DGR-031 returned 77.90 g/t gold over 0.50 meters in a second footwall zone at Pearl
Hole DGR-032 returned 1.61 g/t gold over 16.40 meters including 6.81 g/t gold over 2.50 meters in the Elora shear at Pearl
We discuss the significance of the broader bulk tonnage mineralization that is then being upgraded by the multiple high-grade intercepts along the hanging wall and foot wall trends, and why it is encouraging to keep seeing both types of mineralization for the overall continuity of the deposit.
Next we reviewed the results released on January 20th from the next 3 holes drilled at Sherridon regional area; which compliment the data collected from the first 3 drill holes put in later last year. This included a broad interval of near surface gold mineralization in hole DSH-004 which returned 1.10 g/t gold over 15.50 metres, including 0.50 metres grading 25.20 g/t gold. Testing to date has focused on only a small portion of the 5km trend, leaving the Sherridon area open in all directions. Additional drill targets for this year will be designed based on analyzing results from the first 6 drill holes in tandem with geological interpretations from soil sample geochemistry, mapping, surveys, and re-logging of historic core.
Then we shifted over the Hyndman area, as a 3rd area of focus for this year’s program. Maura outlines that the first 6 holes were just drilled, following up on the detailed mapping from 2024, overlaid with the data from the 2025 channel sampling program along existing outcrop exposures. Maura outlines where these first 6 drill holes were just completed at Hyndman on the map, and that assays are anticipated to be returned back from the lab in about a month.
We wrap things up with outlining the strength of the management team and board of directors, as well as the very strong list of high profile shareholders like Eric Sprott, Rob McEwen, Bob Quartermain, a number of key funds and institutions, and their 2 key strategic shareholders in Centerra Gold and Alamos Gold. The company is fully funded for the 32,000 meter drill program and regional exploration initiatives for the balance of 2026. *
If you have any questions for Maura regarding Dryden Gold, then please email them into us at Fleck@kereport.com or Shad@kereport.com.
In full disclosure, Shad is a shareholder of Dryden Gold at the time of this recording, and may choose to buy or sell shares at any time.
Click here to follow the latest news from Dryden Gold
For more market commentary & interview summaries, subscribe to our Substacks:
The KE Report: https://kereport.substack.com/
Shad’s resource market commentary: https://excelsiorprosperity.substack.com/
Investment disclaimer:
This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security. Investing in equities and commodities involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.
Monday Feb 09, 2026
Monday Feb 09, 2026
In this daily editorial, we are joined by Craig Hemke, Founder and Editor of the TF Metals Report, to dissect one of the most volatile periods in recent precious metals history. Following a series of dramatic price swings, Craig shares his perspective on the structural "washout" in the paper markets and why the current setup may be a strong signal that a sustainable bottom is in place.
Key discussion points:
COT Report Insights: Craig analyzes the massive liquidations shown in the Commitment of Traders (COT) survey, noting that open interest across Comex Gold has fallen to its lowest levels since late 2018.
Physical vs. Derivative Markets: A look at the growing tug-of-war between strong physical buying in Shanghai and London versus the aggressive derivative trading and "bot" activity on the New York Comex.
Mining Stock Leverage: Why producers like Barrick Gold (GOLD) continue to see a valuation gap despite record-breaking revenue growth and significantly higher average selling prices compared to previous quarters.
Macro Drivers: Evaluation of the "Trump-Warsh" trade, currency debasement, and how sideways movement in metals can actually be a bullish catalyst for retail interest in the mining sector.
Click here to visit Craig’s website - TF Metals Report - https://www.tfmetalsreport.com/
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For more market commentary & interview summaries, subscribe to our Substacks:
The KE Report: https://kereport.substack.com/
Shad’s resource market commentary: https://excelsiorprosperity.substack.com/
Investment disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security or investment product. Investing in equities, commodities, really everything involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.
Monday Feb 09, 2026
Monday Feb 09, 2026
In this company update, we welcome back Greg McKenzie, President and CEO of Silver Storm Mining Ltd. (TSXV: SVRS | OTCQX: SVRSF | FSE: SVR). Following our initial introduction in December, Greg returns to discuss the significant operational milestones achieved as the Company nears the anticipated Q2 2026 restart of the La Parrilla Silver Mine Complex in Durango, Mexico. We also dive into the Company’s parallel exploration strategy, highlighted by a 6,000-meter underground drilling program aimed at expanding the resource base at key mine areas.
Key Discussion Points:
Mine Restart Progress and Timeline: The rehabilitation of the La Parrilla plant remains on schedule and on budget for a potential restart in the second quarter of 2026.
Capacity Expansion and Technical Upgrades: Silver Storm has commenced the expansion of the sulphide flotation circuit to 1,250 tonnes per day (tpd), with all eight new flotation cells now delivered to the site.
Active Drilling and Resource Growth: A 6,000-meter underground drilling campaign is underway at the Quebradillas, San Marcos, and Rosarios mines to increase indicated and inferred resources ahead of production.
Production Targets and Financial Outlook: The Company is targeting an eventual run rate of 3 million silver equivalent ounces per year, backed by a cash position of approximately $31 million CAD.
Click here to listen to the introduction interview with Greg.
Click here to visit the Silver Storm Mining website to learn more about the Company
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For more market commentary & interview summaries, subscribe to our Substacks:
The KE Report: https://kereport.substack.com/
Shad’s resource market commentary: https://excelsiorprosperity.substack.com/
Investment Disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security or investment product. Investing in equities, commodities, really everything involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.
Saturday Feb 07, 2026
Saturday Feb 07, 2026
This Weekend Show pairs Brien Lundin (Gold Newsletter) with Cory & Shad’s MarketQuick Take to unpack the same question from two angles: was the silver/gold surge a true breakout… or a blow-off top? From conference-floor euphoria and record volume to a historic, gut-wrenching reversal, this Weekend Show digs into what this volatility really means, and how investors can survive (and potentially benefit) from the chop ahead.
Segment 1 & 2 - Brien Lundin, editor of the Gold Newsletter and host of the New Orleans Investment Conference, kicks off the show to discuss the sharp correction and extreme volatility in gold and silver, why a period of consolidation is likely, and how investors should think about sentiment, valuations, and opportunity in precious metals stocks going forward. He also shares a number of junior stocks with drill programs and near term news he is watching closely.
Click here to learn more about the Gold Newsletter. - https://goldnewsletter.com/
Segment 3 & 4 - Cory Fleck and Shad Marquitz recap their takeaways from Vancouver’s Metals Investor Forum and VRIC - highlighting the packed, euphoric “high-fives and hugs” sentiment as gold and silver hit record highs - then dig into the sudden, historic post-conference selloff, what it signals about fading momentum and profit-taking, and why they’re watching for a rotation of capital from precious metals into copper, energy metals, and oil & gas.
If you enjoy the show, be sure to subscribe to our podcast feed (KER Podcast), YouTube channel, and follow us on X for more market commentary and company interviews. Don’t forget to subscribe and leave us a review!
For more market commentary & interview summaries, subscribe to our Substacks:
The KE Report: https://kereport.substack.com/
Shad’s resource market commentary: https://excelsiorprosperity.substack.com/
Investment disclaimer:
This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security or investment product. Investing in equities, commodities, really everything involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.
Friday Feb 06, 2026
Friday Feb 06, 2026
In this company update, we sit down with Garrett Ainsworth, President, CEO, and Director of District Metals Corp. (TSX-V: DMX | OTCQX: DMXCF | Nasdaq First North: DMXSE). Following a period of market volatility, Garrett joins us to clarify the recent Swedish media reports regarding local government pushback on alum shale mining and what it truly means for the company's flagship asset, the Viken Deposit.
Key Discussion Highlights:
Business as Usual Amid Policy Shifts: Garrett emphasizes that the lifting of the Swedish uranium ban remains effective as of January 1, 2026, allowing the company to legally advance its Alum Shale and hard rock uranium deposits.
Decoding the Municipal Veto: An analysis of the current political environment in Sweden, where the national government is exploring the removal of the municipal veto for uranium processing - a move that has sparked recent debate ahead of the September elections.
The "National Interest" Catalyst: Why the potential designation of the Viken Deposit as a "Deposit of National Interest" by the Geological Survey of Sweden could provide a critical regulatory pathway that may override local vetoes.
Financial and Operational Strength: A look at District’s $9 million (CAD) cash position and the upcoming milestones for 2026, including the Preliminary Economic Assessment (PEA) and Economic Impact Study (EIS) for the Viken Deposit.
If you have any follow up questions for Garrett please email me at Fleck@kereport.com.
Click here to visit the District Metals website to learn more about the Company - https://www.districtmetals.com/
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For more market commentary & interview summaries, subscribe to our Substacks:
The KE Report: https://kereport.substack.com/
Shad’s resource market commentary: https://excelsiorprosperity.substack.com/
Investment Disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security or investment product. Investing in equities, commodities, really everything involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.
Friday Feb 06, 2026
Friday Feb 06, 2026
In this editorial, we are joined by Marc Chandler, Managing Partner at Bannockburn Global Forex and Editor of the Marc to Market website. Marc provides a deep dive into the shifting dynamics of the global currency markets, analyzing whether the recent US Dollar bounce has reached its limit and what the technical "outside day" patterns are signaling for the week ahead.
We explore the "Sell America" narrative, the mechanics of dollar-hedged equity trades, and why Marc remains skeptical of the "uncurrency" argument regarding gold's rise against fiat. With a data-heavy week on the horizon, we break down what to expect from the upcoming US employment report and CPI figures.
Click here to visit Marc’s site - Marc To Market - https://www.marctomarket.com/
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For more market commentary & interview summaries, subscribe to our Substacks:
The KE Report: https://kereport.substack.com/
Shad’s resource market commentary: https://excelsiorprosperity.substack.com/
Investment disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security or investment product. Investing in equities, commodities, really everything involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.
Friday Feb 06, 2026
Friday Feb 06, 2026
In this company update, we sit down with Colin Padget, President and CEO of Founders Metals (TSX.V:FDR - OTC:FDMIF - FSE:9DL0), to review the latest drill results and the monumental land expansion at the Antino Gold Project in Suriname. Following the recent news release, Colin breaks down the high-grade hits at Lower Antino and explains the strategic significance of growing the project footprint to a staggering 100,000 hectares.
Discussion Highlights:
High-Grade Consistency at Lower Antino: Colin discusses the recent drill results, including a headline intercept of 90 meters at 1.02 g/t Au, and the importance of high-grade "kicks" within broad mineralized zones.
Massive District Land Expansion: An exploration of why the company expanded its land package to 100,000 hectares and how this consolidates an entire greenstone belt region.
Prioritizing the 2026 Drill Program: Insights into how the company is balancing exploration across Upper Antino, Lower Antino, and new regional targets like the 5km auger anomaly in the north.
Fully Funded for Aggressive Growth: A look at the company’s robust treasury of $55 million and a planned $35–$37 million spend for 2026 to unlock first-order discoveries.
If you have any follow up questions or topic you would like Colin to address please email me at Fleck@kereport.com.
Click here to visit the Founders Metals website - https://www.fdrmetals.com/
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For more market commentary & interview summaries, subscribe to our Substacks:
The KE Report: https://kereport.substack.com/
Shad’s resource market commentary: https://excelsiorprosperity.substack.com/
Investment Disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security or investment product. Investing in equities, commodities, really everything involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.
Thursday Feb 05, 2026
Thursday Feb 05, 2026
John Rubino, [Substack https://rubino.substack.com/ ], joins us for another wide-ranging and nuanced discussion around fundamental drivers, macro catalysts, and technical momentum factors that are leading to volatility in precious metals like silver, gold, and platinum, and the related PM stocks. We also review initiatives from industry and governments to secure supplies of domestic critical minerals like copper, nickel, zinc, uranium, and rare earths.
We start off reviewing the run in silver, gold, and platinum to new all-time highs just in January, followed by a sharp reversal lower the last day of the month and over the handful of trading sessions to kick off February.
John touches upon the series of potential catalysts that led to the swift correction in metals process from investors “with large profits that needed to be protected,” the Trump appointment of Kevin Warsh to the Fed, both US and Chinese commodities exchanges raising margin requirements to trade the metals, and corrective trends pressuring a number of equity market sectors and the crypto space lower in sympathy.
He contrasts those headwinds with the longer-term positive tailwind catalysts for the precious metals; arising from central bank buying of gold, geopolitical uncertainties, concerns about the growing national debt, and the desire to cut interest rates and run the economy hot to try and grow the US out of the economic challenges it faces, which will end up being even more inflationary.
John reviews the investing strategies he is utilizing in his own portfolio of resource stocks; where he is dollar cost averaging into quality producers and developers across a range of key metals stocks using low-ball bids to accumulate positions on pricing pullbacks.
When discussing the growing demand for critical minerals globally for defense and industry, John highlights the recent US initiative to build a strategic minerals stockpile dubbed “Project Vault.” The discussion is also taking place about the government setting pricing floors in many critical minerals to encourage development of domestic mineral deposits or with trading partners, getting around the artificially low prices set by China. We also discuss the large capex spends from tech and AI companies and how commodity intensive that physical buildout will be in combination with the energy needs.
We discuss merger & acquisitions from precious metals companies into copper and critical minerals deposits may be the right kind of diversification taking advantage of the larger macro themes in the commodities sector. John stresses the importance of investors continuing to get educated on the specific uses and demand factors in some of the more niche’ critical minerals and energy metals, to better understand the individual companies they are investing in.
Click here to follow John’s analysis and articles over at Substack
For more market commentary & interview summaries, subscribe to our Substacks:
The KE Report: https://kereport.substack.com/
Shad’s resource market commentary: https://excelsiorprosperity.substack.com/
Investment disclaimer:
This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security. Investing in equities and commodities involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.