The KE Report

G2 Goldfields - 3.1Moz Gold Resource, New High-Grade Discovery & Growth Ahead in Guyana

In this episode, I’m introducing G2 Goldfields (TSX.V:GTWO - OTCQX:GUYGF), a gold exploration company rapidly gaining attention following a major high-grade gold discovery and continued growth at its flagship Oko Gold Project in Guyana.
 
Joining me is Dan Noone, CEO of G2 Goldfields, who walks us through the company’s resource, expansion plans, and ongoing exploration success.
 
Key Highlights from the Interview:
Oko Gold Project now hosts 3.1Moz at ~3g/t, with multiple deposits along a 2.5km strike - anchored by the high-grade Oko Main Zone and expanding into the Ghanie Zone.
A new high-grade discovery (“New Oko”) 9km north of the existing resource is delivering thick, near-surface mineralization, rapidly becoming the top priority with 4 rigs turning.
Strategic exploration is ongoing across a district-scale 85,000-acre land package, including the historic Peters Mine.
The company is well-funded with ~C$30M in the treasury and a drill cost of ~US$200/meter.
Discussion around potential timing of a PEA, while management remains focused on discovery and resource growth.
Institutional interest, with AngloGold Ashanti now holding a 15% stake and insiders controlling 25%.
Please email me with any questions you have for Dan. My email address is Fleck@kereport.com. 
 
Click here to visit the G2 Goldfields website.

Erik Wetterling – Key Takeaways From 2 Mining Conferences, And Value Proposition In Multiple Resource Companies In Attendance

Erik Wetterling, Founder and Editor of The Hedgeless Horseman website, joins me to review the key investing themes and takeaways from the 2 TopShelf Partners conferences we attended last week:  the Commodities Global Expo 2025 in Fort Lauderdale, Florida; and then the Natural Resource Stocks Expo 2025 in Atlanta, Georgia.   Erik also highlights 11 different companies that caught his attention at the event either as portfolio positions, or new companies that he is doing more due diligence on.   This is a wide-ranging conversation that gets into gold, silver, copper, nickel, and critical minerals resource investing.
 
The companies discussed in the interview are: First Nordic Metals Corp. (TSX.V: FNM, OTCQB: FNMCF, Stockholm: FNMC SDB, Frankfurt: HEG0), Sonoro Gold Corp. (TSXV: SGO | OTCQB: SMOFF | FRA: 23SP), Stillwater Critical Minerals Corp. (TSXV:PGE)(OTCQB:PGEZF)(FSE:J0G), Scottie Resources Corp. (TSXV: SCOT) (OTCQB: SCTSF) (FSE: SR8), West Red Lake Gold Mines Ltd. (TSXV: WRLG) (OTCQB: WRLGF), Denarius Metals Corp. (TSXV: DSLV) (OTCQX: DNRSF), Power Metallic Mines Inc. (TSXV: PNPN) (OTCBB: PNPNF) (Frankfurt: IVV), U.S. Gold Corp. (Nasdaq: USAU), Zeus North America Mining Corp. (CSE:ZEUS)(OTCQB:ZUUZF)(FRANKFURT:O92), Fairchild Gold Corp. (TSXV: FAIR), and Cerrado Gold Inc. (TSX.V: CERT) (OTCQX: CRDOF).
 
 
* In full disclosure, some companies mentioned by Erik in this interview, are positions held in his personal portfolio, and also may be site sponsors of The Hedgeless Horseman website at the time of this recording. 
 
Click here to visit Erik’s site – The Hedgeless Horseman

TG Watkins: Calling the S&P 6,000 and a $680K Trade Win: Trading A Bullish Roadmap

In this interview, TG Watkins, Director of Stocks at Simpler Trading and Editor of Profit Pilot, returns with a recap of his S&P 6,000 market call, a forecast he made three weeks ago when sentiment toward U.S. equities was deeply bearish. Not only did his contrarian view play out, but TG also shares how he turned $46K into $719K in just 30 days, trading SOXL call options.
 
What you’ll learn in this episode:
How TG predicted the S&P’s surge to 6,000 despite overwhelming pessimism
Why the Moody’s downgrade may have accelerated the bullish setup
The market implications of a China-U.S. trade thaw and upcoming tax/deregulation initiatives
Key sectors he’s watching next - AI, robotics, SMRs (small modular reactors), and specific names like OKLO
TG’s current stance on gold after its blow-off top and technical levels to monitor
TG breaks down:
Why sentiment, positioning, and capital flows were perfectly aligned for a melt-up
His use of leveraged ETFs and options for maximum reward
The tactical shift from mega-caps to selective small-cap opportunities
 
Click here to watch TG explain how he made 1,463% in Just 30 Days. 

Weekend Show - Rick Bensignor & Joel Elconin - Markets in a Holding Pattern? We Break Down Stocks, Gold, Bonds, and Retail Sentiment

On this Weekend Show, we explore the market’s stunning rebound with two seasoned traders - Rick Bensignor and Joel Elconin. From U.S. equities and global capital flows to gold, bonds, and natural gas, both guests provide a wide-angle look at why markets may be entering a pause phase, and what could come next.
 
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!
Also check out our Substack where we email you summaries of Daily Editorials and the Weekend Show! Click here to check it out.
 
Segment 1 & 2 - Rick Bensignor, President of Bensignor Investment Strategies and publisher of the Tactical Trader Report and Daily Tips Sheet, kicks off the show sharing his outlook on U.S. markets, interest rates, and key commodities. He explains why current equity levels may be a high-risk entry point, discusses sector momentum shifts, global market divergence, and highlights the importance of countertrend signals in gold, bonds, and energy markets.
Click here to visit the In The Know Trader website.
 
Segment 4 - Joel Elconin, co-host of the PreMarket Prep Show and founder of the Stock Trader Network, wraps up the show discussing the current “silver lining” market sentiment driven by cooling inflation, resilient earnings, and a risk-on retail trading environment. He also shares insights on institutional moves from recent 13F filings, commodity rotation, and Bitcoin's technical levels, emphasizing how under-invested fund managers are fueling the rebound across equities and global markets.
Click here to visit Joel’s PreMarket Prep website.
 

Heliostar Metals - Exploration and Production Update: La Colorada Drill Results, Q1 Operational Strength

Charles Funk, President and CEO of Heliostar Metals (TSX.V:HSTR - OTCQX:HSTXF - FRA: RGG1), returns to the KE Report to discuss the latest drill results from the La Colorada Mine, Q1 production performance, and what’s next for the company’s growth strategy.
 
The May 15th drill results from the 16,000+ meter program at La Colorada included a highlight intercept of 56m at 2.88 g/t gold, supporting both near-term open-pit expansion and longer-term underground potential. Charles outlines how the company has rapidly transitioned La Colorada from care-and-maintenance to a 6.5-year mine life, with a mid-year technical report coming.
 
The conversation also covers:
Strong Q1 cash generation: Ended Q1 with $27 million in the bank, no debt, with ~$13 million from operations alone
Lower-than-expected Q1 costs
Development timelines and cash flow projections to help self-fund the Ana Paula build in 2028
Updates on the 15,000-meter drill program at Ana Paula, with results expected by mid-year
 
Charles emphasizes that current operations are performing ahead of schedule and under budget, while upcoming catalysts from both La Colorada and Ana Paula.
 
Please email me at Fleck@kereport.com with any follow up questions for Charles. 
 
Click here to visit the Heliostar Metals website to learn more about the Company.

Red Canyon Resources - Exploration Update: A Portfolio Of Copper-Gold Assets In BC and The Western US

Red Canyon Resources (CSE:REDC - OTCQB:REDRF) is advancing a portfolio of 8 100%-owned copper and copper-gold projects across British Columbia and the Western U.S.
 
Wendell Zerb, Chairman and CEO of Red Canyon Resources, returns for a full company update and strategic overview. With active field programs underway and recent discoveries showing promise, Wendell outlines how the company is targeting tier-one copper systems in proven belts across North America.
 
Interview Highlights:
Corporate Strategy: Red Canyon is focused on making large-scale discoveries with a technically strong team operating under the NewQuest Capital Group umbrella.
Key Projects:
Kendall Project (BC): First-ever drilling hit copper-moly-gold mineralization in all holes. A 2,500m drill program is planned this year to vector into potential high-grade zones.
Inzana Project (BC): Historic drilling from 1991 intersected strong copper-gold values; further groundwork and potential drilling are planned for late 2025 or early 2026.
Scraper Springs (Nevada): A large alteration footprint and geophysical data support a tier-one copper target. The project is drill-ready and being evaluated for a possible partner-funded program.
Market Outlook: Wendell shares his view on the disconnect between strong copper prices and the lack of investor flow into juniors, arguing that M&A activity and major producer strength will eventually trickle down.
For more information, visit Red Canyon Resources Website

District Metals - $6M Financing Fully Subscribed, Strategic Focus on Swedish Uranium Projects

District Metals (TSX.V:DMX - OTCQB:DMXCF - Nasdaq First North:DMXSE SDB) has secured its largest financing to date - a fully subscribed $6 million private placement, priced at $0.27 per share under the LIFE (Listed Issuer Financing Exemption) offering.
 
President and CEO Garrett Ainsworth joins me to provide insights into the raise, investor interest, and how this funding strengthens District’s position heading into a critical phase of uranium exploration in Sweden.
 
Key topics discussed include:
The strategic nature of the raise, with ~$3M coming from a well-known but undisclosed investor group and the rest from Swedish family offices and funds.
The financing’s objective to expand the Nasdaq shareholder base and support near-term exploration across five Swedish uranium properties.
Details on upcoming airborne geophysical and radiometric surveys, and the news flow expected this summer.
Commentary on the pending judicial review and September vote to lift Sweden’s uranium moratorium.
Market reaction and strong demand: the financing was oversubscribed with $9M in interest and no warrants attached.
Recap of the recent Viken resource estimate, the second-largest uranium resource globally.
Upcoming catalyst: Judicial review of uranium moratorium legislation expected in May; Swedish Parliament vote in September 2025, airborne geophysics on the uranium projects. 
Click here to visit the District Metals Website

Exploits Discovery - Hawkins Property Acquisition, Ontario, and Newfoundland Exploration Strategy

A strategic pivot expands Exploits Discovery’s footprint into Ontario, while exploration and discovery efforts continue in Newfoundland.
 
In this company update, we reconnect with Jeff Swinoga, President and CEO of Exploits Discovery (CSE:NFLD - OCTQB:NFLDF - FSE:634), to discuss a major new development: the company’s option agreement on the Hawkins Gold Project in Ontario, including the McKinnon Zone, which hosts a historic over 328,000 oz gold resource, published by another company in 2020. 
 
Jeff outlines the significance of this deal, including:
The potential to grow the McKinnon Zone to 1Moz+ through targeted drilling at depth and along strike.
How the Hawkins Project’s geological similarities to the Hemlo deposit and its 60 km strike length present long-term growth opportunities.
The strategy behind balancing this new Ontario asset with ongoing work at the Bullseye and Gazeebow South projects in Newfoundland - including follow-up on two gold zones at Bullseye and promising till sample results at Gazeebow.
Jeff also discusses how the company is leveraging its strong cash position and technical review process to evaluate other growth assets and continue to advance the projects in Newfoundland and Ontario.
 
Visit Exploits Discovery's website: https://exploitsdiscovery.com
Questions for Jeff? Email: fleck@kereport.com

Premium Resources - Advancing 2 Past Producing High-Grade Copper-Nickel-Cobalt Projects in Botswana

Morgan Lekstrom, CEO of Premium Resources (TSX.V:PREM), outlines how the company is unlocking value from two past-producing, high-grade critical metal assets in Botswana.
 
In this KE Report company introduction, we feature Premium Resources as it advances the Selkirk open-pit and Selebi underground Projects, both with a history of production. 
 
Morgan highlights why Botswana is a top-tier jurisdiction for mining, detailing the company’s aggressive strategy to scale up both assets through expansion drilling, re-assays, metallurgy, and parallel economic studies.
 
The Selebi Project hosts 30Mt @ 3.35% CuEq underground, while Selkirk is undergoing a low-cost re-assay campaign aimed at validating a historic 130Mt+ resource. 
 
With over $46M recently raised and debt eliminated via equity conversion with major shareholder EdgePoint, Premium is fully funded to aggressively advance both projects in tandem.
 
Morgan also discusses the company’s upcoming uplisting to the Nasdaq, a key strategic move to broaden institutional access and increase liquidity. He introduces members of the team and board, including recent additions with experience at BlackRock, Gatos Silver, and Freeport-McMoRan.
 
Upcoming news flow includes drilling, resource updates, metallurgical work, and early-stage economics through 2025.
 
Any follow up questions for Morgan? Please comment below or email me directly at Fleck@kereport.com. 
 
Click here to visit the Premium Resources website.

Corcel Exploration - Company Overview: Yuma King Project, Past Producing High grade Copper-Gold In Arizona

Jon Ward, CEO of Corcel Exploration (CSE:CRCL), joins me to introduce this new exploration company focused on the historic Yuma King Copper-Gold Project in La Paz County, Arizona. The project spans 3,200 hectares with 515 BLM claims and excellent infrastructure access, just 150 km from Phoenix.
 
Key discussion points include:
Project history and past production: Yuma King produced ~8,600 tonnes at 2.3% Cu in the mid-20th century.
Recent exploration work: A first-ever systematic surface program in December 2024 included ~2,300 soil samples and 303 rock chip samples, returning grades up to 11.6% copper and 17.15 g/t gold.
Option terms: Corcel holds a lease-to-own agreement with Merrill Palmer, with annual payments and a final buyout in year six.
Upcoming work: A property-wide drone mag survey is planned for May, with drill targeting and permitting expected by Q3/Q4 2025.
Leadership and technical backing: Backed by Inventa Capital and geologists like Jesus Velador, with access to capital and discovery-focused expertise.
Share structure: ~47.3M shares outstanding, $9M market cap, and supportive cornerstone shareholders from the Inventa Capital group.
 
Any follow up questions for Jon? Comment below or email at Fleck@kereport.com
Click here to visit the Corcel Exploration website to learn more about the Company.