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 Jan 27, 2026
Tuesday Jan 27, 2026
Roger Rosmus, Founder, CEO, & Director of Goliath Resources (TSX.V: GOT) (OTCQB: GOTRF), joins us live from the AME Roundup to highlight the positive investor sentiment after attending 3 back-to-back Vancouver resource conferences. Additionally, we dig into recent news released on the final 70 gold-only drill hole assays returned from last year’s program, the pending assays for 110 multi-element results on all the 2025 drill holes, along with a number of corporate initiatives around not doing a share consolidation, on buying back the NSR from 3% down to 2%, and on fast-tracking its ownership in the Golddigger Property located in the Golden Triangle, B.C. that hosts the high-grade Surebet gold discovery from 49% to 100%.
Drill hole GD-25-319 intersected 19.13 g/t Au over 6.10 meters, including 22.86 g/t Au over 5.10 meters, including 29.09 g/t Au over 4.00 meters in quartz-sulphide veins, part of the Golden Gate Zone
Assays are still pending for 110 drill holes from 2025 for multi-element gold equivalent (AuEq) results. These results will be released in the near future once all assays have been received, compiled and interpreted.
100% of the drill holes completed to date, have all intersected gold mineralization clearly demonstrating the remarkable continuity, grades, and widths in 5 Main Gold-Rich Zones comprising 46 mineralized lodes that remain open for expansion.
Of the holes drilled during the 2025 campaign, 83 out of 110 holes (or 76%) contained visible gold to the naked eye (VG-NE).
The fully funded 2026 drill program will be mainly focused on expanding the 5 Main Mineralized Zones. Data compilation and interpretation is underway which will be used to vector in on the indicated Motherlode causative intrusive source to this extensive high grade gold system with widespread VG-NE.
As part of the transaction to J2 Syndicate Holdings Ltd. to acquire 100% ownership in the Golddigger Property, that Goliath is now set to publish a Maiden Resource Estimate (MRE) on the Golddigger Property before June, 1 2030 and on every 3 year anniversary of June 1,2030 thereafter vs. the prior requirement, in the original agreement, to publish the MRE by June 1, 2027.
Roger outlines the Company’s rationale that it makes far more sense to keep expanding the mineralization with aggressive exploration programs, versus trying to pin down the MRE at this stage.
He provides both positive examples of companies that have taken this route, versus the negative examples of companies that rushed to put out a MRE, only to fence themselves in with regards to valuations and market perceptions.
Wrapping up, we reviewed that in December cornerstone investors Rob McEwen and Crescat Capital increased their stakes in the company, as well as discussing the optionality that Goliath has with regards to their equity holdings of McEwen Inc shares which have essentially gone up about 3X since acquiring them. In addition to future conversion of warrants from Rob McEwen, the (MUX) shares provide the option for more capital inflows into the company treasury to fund more exploration.
If you have any questions for Roger about Goliath Resources, then please email us at Fleck@kereport.com or Shad@kereport.com.
In full disclosure, Shad is a shareholder of Goliath Resources 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 Goliath Resources
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 Jan 27, 2026
Tuesday Jan 27, 2026
In this episode, I welcome back Craig Parry, Executive Chairman and CEO of Vizsla Copper (TSXV: VCU | OTCQB: VCUFF), for a comprehensive update on the company’s recently expanded copper project portfolio and 2026 exploration plans.
Key Discussion Points
The Palmer Project Transformation: Discovery of the high-grade copper potential at this advanced-stage Alaskan VMS project, featuring extraordinary drill hits and critical mineral potential (Gallium, Germanium, and Barite).
Expansion in British Columbia: Plans for the Poplar and Woodjam projects, including the recent Thira discovery.
Strategic Funding and Support: Insight into the company's $38 million cash position and active engagement with the U.S. Department of Energy and the White House to accelerate project development.
Exploration Alpha: A look at the upcoming "news flow" from year-round drilling, aimed at bridging the valuation gap between Vizsla and its multi-billion dollar peers.
Please email me any follow up questions you have for Craig regarding Vizsla Copper. My email address is Fleck@kereport.com
Click here to visit the Vizsla Copper website to learn more about the Company and the portfolio of projects.
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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.
Tuesday Jan 27, 2026
Tuesday Jan 27, 2026
In this daily editorial, hosts Cory and Shad return from the front lines of the Vancouver resource conferences to recap a market environment best described as "off the charts." Joining the conversation is Dave Erfle, Founder and Editor of Junior Miner Junky, to provide a technical and fundamental deep dive into the historic price action that has propelled gold past $5,000 and silver into triple digits.
Discussion Highlights:
Market Sentiment and Conference Recaps: Insights from the floor at VRIC and MIF, where the bull market atmosphere has reached a fever pitch.
The Velocity of the Metals Move: Analyzing the rapid ascent of gold to $5,000 and silver to almost $120.
Junior Miners vs. The Metal: Why mining equities have lagged the physical metals and why upcoming record-breaking quarterly earnings may force generalist institutions to finally pivot into the sector.
Investment Strategy in a Parabola: Why "gentleman’s entries" are disappearing and how to manage core positions when weakness is being bought almost instantly.
M&A and Valuation Hurdles: Addressing the "digestion period" for analysts as projects become incredibly economic at current prices, and why discipline remains key for major producers looking to acquire.
Click here to visit the Junior Miner Junky website to learn more about Dave’s investment letter - https://www.juniorminerjunky.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.
Tuesday Jan 27, 2026
Tuesday Jan 27, 2026
In this episode, I welcome back Mike Burke, Director and Vice President of Corporate Development at Sitka Gold (TSX.V: SIG | OTCQB: SITKF | FRE:1RF), for a deep dive into the final results of the 2025 drill season and a look ahead at the company’s major 2026 drill plans. Following the January 22nd news release, the team has now confirmed mineralization across the entire 1.1-kilometer strike length at the Rhosgobel discovery, part of their flagship RC Gold Project in the Yukon.
Key Discussion Points:
Rhosgobel Strike Consistency: Confirmation that mineralization is now proven over a 1.1km footprint and remains open in all directions and at depth.
The Maiden Resource Estimate: The timeline for the initial MRE, expected to be released ahead of PDAC in Q1 2026.
The Tungsten Advantage: How the inclusion of tungsten trioxide as a critical mineral byproduct could "smooth out" the grade and add significant byproduct value.
2026 Exploration Strategy: Details on the upcoming 60,000-meter drill program, including expansion at Rhosgobel and testing high-priority targets like Blackjack and Saddle.
If you have any follow up questions for Mike please email me at Fleck@kereport.com.
Click here visit the Sitka Gold website to learn more about the Company - https://sitkagoldcorp.com/
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For more market commentary & interview summaries, subscribe to our Substacks:The KE Report - https://kereport.substack.com/Shad’s Substack - 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 Jan 24, 2026
Saturday Jan 24, 2026
This weekend’s KE Report takes a deep dive into the commodity complex with two veteran voices. In the first half, Jeff Christian, Managing Partner at CPM Group, dismantles popular narratives around silver. In the second half, energy strategist Josef Schachter, founder of the Schachter Energy Report, explains why oil and gas may be setting up for a powerful rebound despite weak prices.
Segment 1 & 2 - Jeff Christian, Managing Partner of CPM Group, kicks off the show to break down the sharp surge in silver prices, explaining why investment demand, not a true supply shortage, is driving the move, while also addressing scrap supply, ETF flows, margin hikes, solar demand substitution, and why metals remain supported amid global economic and geopolitical uncertainty.
Click here to visit the CPM Group website to learn more about the firm - https://cpmgroup.com/
Segment 3 & 4 - Josef Schachter, founder and editor of the Schachter Energy Report and the Eye On Energy Report, wraps up the show to break down the macro outlook for oil and natural gas, explaining why oil prices remain range-bound amid oversupply concerns, weak demand, and geopolitics involving Venezuela and Iran. He also outlines how low prices, hedging strategies, dividends, and rising M&A activity are shaping opportunities in Canadian and U.S. energy stocks, including what could trigger his next “table-pounding buy” in the sector.
Click here to learn more about The Schachter Energy Report - https://schachterenergyreport.ca/
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 Jan 23, 2026
Friday Jan 23, 2026
In this episode, we are joined by Anthony Margarit, President and CEO of K2 Gold (TSX-V: KTO | OTCQB: KTGDF). Anthony provides a deep dive into the technical strategy driving the company’s current drill program at Si2 in Nevada and the upcoming drilling for their flagship Mojave Project in California.
Discussion Highlights:
Drilling Strategy at SI2: The company has initiated a 2,000-meter program in Nevada, specifically designed to test deeper structures following 2023 results that showed gold grades increasing toward the bottom of the holes.
The "Boiling Zone" Targeting: Anthony details how fluid inclusion and hyperspectral studies confirmed they are exploring an intact epithermal system, with current drilling targeting the high-priority "boiling zone" identified via IP chargeability anomalies. See image below.
The Silicon Connection: A look at the similarities between Si2 and AngloGold Ashanti’s nearby Silicon project - a discovery that has grown to over 16 million ounces.
Mojave Project Outlook: With the permit in hand and the team "warmed up" in Nevada, the company is preparing for a major campaign at their flagship Mojave project this March, supported by a robust $9.8 million exploration budget for 2026.
If you have any follow up questions for Anthony please comment below or email me at Fleck@kereport.com.
Click here to visit the K2 Gold website.
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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 Jan 23, 2026
Friday Jan 23, 2026
In this episode, we sit down with Mike Konnert, President and CEO of Vizsla Silver (NYSE/TSX: VZLA), to recap a transformative 2025 and look ahead at the company’s ambitious 2026 roadmap. Following a year that saw an over 200% increase in share price and a massive $400 million capital raise, Vizsla Silver is now entering the most critical phase of its lifecycle: the transition to construction and production at its flagship Panuco project in Mexico.
Key Discussion Points
2025 Retrospective and De-risking: A review of the feasibility study results, the commencement of test mining, and how the company secured over $400 million in capital to fully fund its development goals.
The Path to Production in 2026: Understanding the timeline for the formal construction decision, the status of the MIA permit, and the start of earthworks for the mill and tailings facilities.
Aggressive Resource Expansion: Details on the 60,000-meter diamond drill program for 2026, focusing on upgrading inferred resources and testing new targets like the Santa Fe and Animus areas.
Long-Term Vision and Growth: How Vizsla plans to reach a target of 50 million ounces of silver equivalent production by 2035 through organic growth and strategic district consolidation.
Strategic Partnerships: The significance of bringing Fresnillo onto the share register and maintaining strong ties with Mexican stakeholders.
If you have any follow up questions for Mike please email me at Fleck@kereport.com.
Click here to visit the Vizsla website to learn more about the Company - https://vizslasilvercorp.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 Jan 23, 2026
Friday Jan 23, 2026
In this KE Report daily editorial, we chat with Joel Elconin, co-host of the Pre-Market Prep show and founder of the Stock Trader Network. As we kick off the final stretch of January, the focus shifts heavily toward a pivotal Q4 earnings season and a noticeable shift in market leadership.
The conversation dives deep into the high expectations for tech and banking earnings, contrasting the recent struggles of "Mega Cap" tech with the surprising resilience of regional banks and small-cap stocks. Joel provides a technical and fundamental breakdown of why the "catch-up trade" is finally gaining momentum and what forward guidance will mean for the next leg of the bull market.
Click here to visit Joel’s PreMarket Prep website - https://www.premarketprep.com/
Click here to visit the Stock Trader Network - https://www.stocktradernetwork.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 Jan 22, 2026
Thursday Jan 22, 2026
Jack Henris, President and COO, and Shawn Campbell, CFO of Dakota Gold (NYSE American: DC), both join me for a visual overview of the key 2025 initiatives achieved, and look ahead to the key exploration and development workstreams for 2026 that will feed into updated economics on their Richmond Hill Oxide Heap Leach Gold Project. We also outline the long-term optionality of their Maitland Gold Project, which will also being receiving some exploration work and maiden resource this year. Both projects are located in the historic Homestake District of South Dakota, near existing mining infrastructure.
Richmond Hill is one of the largest undeveloped oxide gold resources in the United States being advanced by a junior mining company, with over 6 million ounces of gold and over 60 million ounces of silver moving along the pathway of development into heap leach production as soon as 2029. Principle Projects are on Private Land which equates to a positive attribute for efficient permitting with State and County organizations.
The 2026 Richmond Hill drill campaign includes a total of 15,481 meters (50,790 feet) of drilling in 109 holes.
Infill drilling will convert inferred to measured and indicated resources for the initial 10 year mine plan area, expansion drilling will focus on the north Project area, and condemnation drilling will test areas for infrastructure suitability to ensure optimal site design for the Feasibility Study.
All drilling required for the purpose of the Feasibility Study is expected to be completed by Q3 2026.
The Company will complete a Pre-Feasibility Study for Richmond Hill in the second half of 2026.
With the resource expansion drilling in the north intersecting significantly higher grades than resource cutoff.
This resource drilling will be complimented with an extensive metallurgical test program, so that the Company will undertake a PFS with a focus on the first ten years of mining.
This work will allow the Company to report reserves in 2026 and will inform the Feasibility Study to be completed in the first half of 2027.
The Company will launch a 2026 Maitland drill campaign of 5,578 meters (18,300 feet) in 44 holes.
The goal of this infill drilling, when combined with historic drill results, will be to define a maiden resource for the Tertiary-aged Unionville gold Zone.
Jack and Shawn highlight how these robust gold and silver resources, advantageous site infrastructure, and robust project economics, point to a future low-cost, long-life mining operation that can deliver high margins and generate meaningful revenues.
We review how the higher-grade mineralization that is being delineated through drilling in the northeast corner may accelerate the economics and shorten the payback period outlined in the SK 1300 Initial Assessment with Cash Flow from last year.
We look at how higher underlying metals prices affect the economic sensitivities of this project in a major way.
We review the potential for a rerating in valuation metrics when looked at through the lens of peer gold developer comparisons.
Click here to follow the latest news from Dakota Gold
If you have any questions for Jack or Shawn regarding Dakota Gold, then please email those in to me at Shad@kereport.com.
In full disclosure, Shad is a shareholder of Dakota Gold at the time of this recording, and may choose to buy or sell shares at any time.
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.
Thursday Jan 22, 2026
Thursday Jan 22, 2026
On this Thursday, January 22nd daily editorial, we are joined by Rick Bensignor, President of Bensignor Investment Strategies and author of the globally recognized institutional newsletter, Supposedly Irrelevant Factors. Known for his behavioral finance expertise and technical precision, Rick joins the show to break down one of the most aggressive “risk-on” environments seen in years.
Key Discussion Points:
The Risk-On Reality: Why 10 major risk assets are currently signaling economic growth and persistent inflationary pressures.
Technical Market Structure: An analysis of the S&P 500 using Ichimoku Cloud charts and why the $SPX remains on track for a target of 7,470.
The Great Rotation: Why the "Mag 7" trade (XLK, XLY, XLC) is tired and how capital is flowing into Materials (XLB), Energy (XLE), and Industrials (XLI).
Precious Metals Parabolic Move: Rick discusses trimming his GDX and SLV positions after a "gift from God" rally and the potential for a silver short squeeze among major banks.
Energy and Base Metals: The bottoming process in Natural Gas and the breakout in “white metals” like Platinum and Palladium.
Stocks & Symbols Mentioned: S&P 500 (SPX), SPY, GDX, SLV, GLD, XLK, XLY, XLC, XLB, XLE, XLI, XLP, XLU.
Click here to visit the In The Know Trader website - https://intheknowtrader.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 error, 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.