Chris Temple, Editor and Publisher of the National Investor, joins us to share some of the key insights he took away from the Energy Transition Metals Summit in Washington D.C. last week.  He outlines some of the challenges facing North America in relation to the need for critical minerals, but then the policy bottlenecks standing in the way of getting more mines to produce them.    It’s a wide-ranging conversation that gets into China’s dominance in manufacturing in so many areas of daily...

Rick Van Nieuwenhuyse, President and CEO of Contango Ore (NYSE-A:CTO) joins us to discuss the recent acquisition of HighGold Mining (TSX.V:HIGH - OTCQX:HGMIF) and its Johnson Tract Project in Alaska. The all share deal, announced on May2nd values HighGold at approximately US$37million.   Rick explains how the Johnson Tract Project fits into the Company's strategy of direct ore shipping. This is what the Company is doing at the Mahn Choh Project with Kinross.   We ask about future work and the...

Jon Bey, CEO and Director, and Sean Hillacre, President and VP of Exploration, for Standard Uranium (TSX.V:STND – OTCQB:STTDF), both join me for a reintroduction of the Company’s 11 uranium exploration properties around the Athabasca Uranium District of Saskatchewan. We also review the advantages of their project generator approach which allows for working on multiple projects and multiple exploration and drill targets with partner capital inflows. Standard Uranium has successfully completed...

Brien Lundin, Editor of The Gold Newsletter and our Host at the New Orleans Investment Conference joins us to discuss the bull market environment he is seeing the precious metals sector.   We focus on the gold and silver equities in terms of investor sentiment, daily trading patterns and when money will filter down into the juniors. We discuss companies with resources in the ground, true exploration plays and small scale silver miners. In this bull market environment there's good potential...

Nick Hodge, Co-Owner of Digest Publishing and editor of Foundational Profits and Hodge Family Office, joins us to outline the macroeconomic and sector specific fundamental reasons why he remains constructive for gold, copper, and uranium stocks, as we continue on with Phase 2 of the commodities supercycle.   We start off having Nick share with us how he has positioned in his portfolio and is evaluating gold and copper stocks, how he factors in merger and acquisitions transactions, and how he...

Jordan Roy-Byrne, CMT, MFTA and Editor of The Daily Gold joins us to discuss the out-performance of gold and silver stocks to the underlying metals. We also look at the inflation adjusted gold price charts which is also close to breaking out.   A lot of positive divergences are happening in the precious metal sector. It could be early days for a major move higher in the gold and silver stocks.   Click here to visit Jordan's site - The Daily Gold.

Michael Rowley, President and CEO of Stillwater Critical Minerals (TSX.V: PGE – OTCQB: PGEZF), joins me to review how the Company is positioning it’s flagship Stillwater West Ni-PGE-Cu-Co + Au Project in Montana for growth.  We dig into the advantages and challenges in valuing a polymetallic projects, outline some of the exploration results on tap  to release to the market in the near future, as well as the value drivers moving forward on their 4 other non-core properties.   With regards to...

Another Stock Talk episode with Quinton Hennigh. I tried a slightly different format this week where we went through the slide decks for each company we discussed. While it came out a little clunky I will work to make it look cleaner for future Stock Talk episodes. Please let me know what you all think of this video format.   Here are the stocks we focused on today. Kuya Silver - CSE:KUYA - OTCQB:KUYAF Core Assets - CSE:CC - OTCQB:CCOOF Outcrop Silver - TSX.V:OC - OTCQX:OCGSF   Please keep...

TriStar Gold (TSX.V:TSG - OTCQB:TSGZF) has been working through the permitting process for the LP Permit at the Castelo de Sonhos Project in Brazil, and is confident it will be received this quarter (Q2 2024).   Nick Appleyard, President and CEO of TriStar Gold joins me to discuss the next steps for the project once the LP Permit is received. We discuss the potential of a re-rating for the stock.   We also dive into the economic of the project based on the 2021 PFS. This economic study was...

Garrett Ainsworth, President and CEO of District Metals (TSX.V:DMX - OTCQB:DMXCF - FRA:DFPP) joins me to recap the visual results from 6 holes drilled at the Tomtebo Project, in Sweden. This project, along with the Stollberg Project, are part of a Definitive Agreement with Boliden Mineral AB, where Boliden has the right to earn up to 85% on the projects. Boliden is funding a $2million program this year on both projects.   Garrett summarizes the visual results and explain the significance of...

John Miniotis, President and CEO and David O’Connor, Chief Geologist of AbraSilver Resource Corp (TSX.V:ABRA – OTC:ABBRF), join me to review the exploration strategy and a number of key targets for the recently commenced 20,000 meter Phase 4 diamond drill campaign on its wholly-owned Diablillos property in Salta Province, Argentina.   The Phase 4 drill program will prioritize target areas with known mineralization, like JAC North, Fantasma, Alpaca, Cerro Bayo, and Laderas; as well as...

Dave Erfle, Editor of The Junior Miner Junky joins us to discuss a wide range of M&A activity in the resource sector. A mega deal between BHP and Anglo American was recently announced, with smaller deals like a merger between Treasury Metals and Blackwolf Copper and Gold, McEwan Mining acquiring Timberline Resources, Contango Ore taking over HighGold Mining, and SilverCorp taking over Adventus Mining have all been announced in the last two weeks.   We ask Dave how he invests around...

Erik Wetterling, Founder and Editor of The Hedgeless Horseman website, joins us to review his key takeaways from the Deutsche Goldmesse conference in Germany, hosted by friend of the show Kai Hoffman.  Erik is also increasingly getting more bullish on the copper supply/demand fundamentals and starting to look at positioning in more copper junior stocks.   Erik highlights 2 copper junior stocks that he is starting to get positioned in:  Hot Chili (ASX: HCH) (TSX.V: HCH) (OTCQX: HHLKF) and...

Tara Christie, President and CEO of Banyan Gold (TSX.V:BYN - OTCQB:BYAGF) joins me to provide more information on this year's exploration program at the AurMac Gold Project, in the Tombstone Belt in the Yukon.   The Company is planing up to 5,000 meters of drilling focused at the higher-grade areas on the Powerline Deposit and expanding the resources at the Powerline and Airstrip Deposits. The Airstrip Deposit was last drilled in 2020 and has a higher average grade than the larger Powerline...

Martin Turenne, President and CEO of FPX Nickel (TSX.V:FPX - OTCQB:FPOC) joins me to discuss the recent news on large-scale pilot plant testwork at the Baptiste Deposit. This testing was completed to confirm results from pilot-scale testwork, to feed into the upcoming Feasibility Study ("FS").   I ask Martin how the results compare to earlier stage testwork. We also discuss the downstream possibilities for the material.   The Company also announced an expansion of the Generative Alliance with...

Craig Hemke, Editor of TF Metals Report joins us to discuss the move higher in gold, silver and copper to start the week.   On the gold front, Craig updates us on the CoT reports over the past 2 weeks that have strangely not moved while price was correcting.   For silver, there are some very defined key levels to watch for silver, with $30 be the ultimate possible breakout. As much as people follow the gold to silver ratio, Craig also points to copper as being a metal that if it continues...

Shane Williams, President and CEO of West Red Lake Gold Mines (TSX.V:WRLG – OTCQB:WRLGF), joins me to review some its ongoing Madsen mill cleanup and gold recovery at its 100% owned Madsen Mine located in the Red Lake Gold District of Northwestern Ontario, Canada.  We also get into an exploration update at the Madsen and Rowan properties, and basic roadmap to development and an eventual mine restart.   We start off discussing the news released to the marketplace May 2nd where the Company is...

Darrell Fletcher, Managing Director Commodities at Bannockburn Capital Markets joins me to share outlook for copper, natural gas and oil.   I ask about demand factors and how those play into near term pricing. With Copper, there have been some new larger companies trying to enter the space all with the outlook that supply will not meet demand in the foreseeable future.   On the energy front, natural gas has broken above $2 but Darrell is not seeing this as sustainable. He points to the cash...

On April 25th, Newcore Gold (TSX.V:NCAU - OTCQX:NCAUF) released a maiden Preliminary Economic Assessment ("PEA") from the Enchi Gold project, in Ghana. Some of the key headline numbers include;  After-tax NPV5% of $371 million, after-tax IRR of 58% at $1,850/oz Gold,  Average annual gold production of ~120,000 ounce LOM operating costs (1) estimated at $801/oz of gold, cash costs (2) estimated at $934/oz of gold, LOM all-in sustaining costs (AISC) (3) estimated at $1,018/oz of gold. Initial...

Kyle Floyd, CEO and Chairman of Vox Royalty (TSX: VOXR) (NASDAQ: VOXR), joins us to review their growth strategy for 2024, after a record 2023 in operational results, revenues, and cash flows on a per share basis from their portfolio of royalties.  We also outline a few partner project updates that represent deep longer-term value in their royalty portfolio.   We lead off with some of the points that Kyle made in their investor letter, released on April 25 titled “On the Path of Totality.”  ...

This is the replay of the May 2nd webinar featuring Snowline Gold (TSX.V:SGD - OTCQB:SNWGF). Scott Berdahl, CEO of Snowline, joins me to discuss the regional exploration opportunities at the Company's projects in the Yukon, in the Tombstone Gold Belt.   We discuss target on the Rogue Property, outside of the Valley Discovery, and targets on other projects the Company holds.   The first webinar, on April 18th, Scott and I focused on the Valley Discovery. Click here to view the recording of...

  Welcome to The KE Report Weekend Show! After a week where we had a Fed meeting, jobs data and big tech earnings the markets didn't do much. So we take the approach in the first two segments on looking globally and at economic data to understand the key trends. Then we switch to resource stocks recapping M&A, financings and specific company opportunities.   Segment 1 and 2 - Marc Chandler, Managing Partner at Bannockburn Global ForEx and Editor of Marc to Market joins me to recap the Fed...

Doug Ramshaw, President of Minera Alamos (TSX.V:MAI – OTCQX:MAIFF), joins us for a comprehensive review of the Santa Mine operations and production expansion in 2024 in Sonora, Mexico; as well as the further derisking work going on, while awaiting the permits, at the Cerro De Oro gold development project in Zacatecas, Mexico.     At Santana, the Company has completed plans to optimize the use of existing installed leach pad capacity to boost production on a go forward basis. As outlined in a...

On a week with the Fed meeting, jobs data and major tech earnings it's fascinating to see the market pretty much flat on the week. Joel Elconin, Co-Host of the Benzinga PreMakret Prep Show, is calling this market schizophrenic.   The markets started off the week by selling off only to be bought back on Thursday and Friday. The weak jobs data on Friday is being viewed as a bad news is good news event.   I ask Joel about the short term technical set up for the S&P. He shares a handful of...