Episodes
Nathan Harte, CFO of Avino Silver and Gold Mines (TSX:ASM – NYSE:ASM), joins us from the floor of the New Orleans Investment Conference to recap the key takeaways from the Q3 2024 financials and operations. Then we take a deeper dive into the Company’s 5-year production growth plan, to become a Mexican intermediate silver producer, with the development of both the La Preciosa Project and the Tailings Project.
Third Quarter 2024 Financial Highlights
Revenues of $14.6 million, an...
Published 11/28/24
Dana Lyons, Fund Manager and Editor of The Lyons Share Pro joins us to discuss the overall health of the market, highlighting strong participation from small and mid-cap stocks. Dana delves into the performance of various sectors, noting the strength of defensive sectors such as utilities and consumer staples, as well as cyclical sectors like financials and industrials. He also touches on the commodities markets, which are lacking strong uptrends, outside of Uranium. Additionally, Dana shares...
Published 11/27/24
Dr. Rebecca Hunter, VP of Exploration at Forum Energy Metals (TSX.V:FMC – OTCQB:FDCFF), joins me to review the first set of 11 drill hole results that were just released from the Tatiggaq deposit from this year’s 6,962 meter diamond drilling program, at their 100% owned Aberdeen Uranium Project, in the Thelon Basin, Nunavut. There are 8 more holes to still release next at the Tatiggaq area, stepping out from the known mineralization. Then there are 11 additional drill holes to report on that...
Published 11/27/24
Mike Burke, Director and VP of Corporate Development at Sitka Gold (TSX.V:SIG - OTCQB:SITKF - FRE:1RF) joins me to recap the initial drill results from the Rhosgobel intrusion area, on the RC Gold Project in the Yukon. Out of the two (2) holes drilled at this area in 2024, Hole 1 was the standout with a 119 meter intercept with 1.05 g/t gold. Hole 2 intercepted 350m of 0.40g/t gold.
The discussion highlights the geological context, comparing historical data and drilling with the new...
Published 11/27/24
Nick Hodge, Co-Owner of Digest Publishing and editor of Foundational Profits and Hodge Family Office, joins us live at the New Orleans Investment Conference for a discussion on how technology is being implemented in the mining sector, and then the macroeconomic factors moving the copper, uranium, and gold markets.
First off we get Nick’s take on the sentiment and key themes from the conference, and the economic optimism at the event and in the broader market with regards to the Trump...
Published 11/27/24
Andrew Pollard, President and CEO of Blackrock Silver (TSX.V:BRC – OTCQX:BKRRF), joins me to review the next batch of high-grade silver and gold intercepts returned from this year’s expanded 22,000 meter Measured and Indicated (M&I) conversion drill program on the 100% controlled Tonopah West Project, in Nevada. We also discuss the potential for expansion drilling, the rising grade profile, and timeline to permitting.
Highlights from this next batch of drill results:
TXC24-095...
Published 11/27/24
Rob Carpenter, President and CEO of Prospector Metals (TSX.V:PPP - OTCQB:PMCOF - FRA:1ET) sat down with me at the New Orleans Investment Conference to delve into the Company's portfolio of early-stage exploration projects in the Yukon, Ontario and Newfoundland.
Rob discusses the flagship project in Yukon, the ML Project, and outlines the Company’s drilling plans set to commence next year.This project aims to test eight different targets that have been prepared through extensive geological...
Published 11/26/24
Mike Konnert, President and CEO of Vizsla Silver (TSX.V:VZLA - NYSE:VZLA) joins me to discuss the Company’s move to the TSX and provide an overview of the key 2025 catalysts.
We start with the strategic implications of the move to the TSX, particularly how it expands the investor base and access to capital.
For the 2025 catalysts we start with exploration, discussing the ongoing drilling at the Pauco Project, focusing on early-stage exploration targets with the goal to find another...
Published 11/26/24
Darrell Fletcher, Managing Director Commodities AT Bannockburn Capital Markets joins me to dive into recent price moves in major commodities, all from a trading desk perspective.
We explore the significant rise in natural gas prices driven by winter weather and managed money volatility. Darrell also discusses oil market trends, highlighting a steady but somewhat boring movement in prices, and offers a comprehensive overview of copper's tumultuous year. Additionally, we touch on broader...
Published 11/26/24
Click here to visit Erik’s site – The Hedgeless Horseman
Published 11/26/24
Victor Cantore, President and CEO of Amex Exploration Inc. (TSXV: AMX) (OTCQX: AMXEF), joins me for an introduction into the Company, and the growing resources and recently announced preliminary economics around their 100% owned high-grade Perron Gold Project located in Quebec, Canada; consisting of 117 contiguous claims covering 4,518 hectares.
We start off getting a sense of the years of historical work completed on this project, and how the over 500,000 meters of drilling that led to a...
Published 11/26/24
Craig Hemke, Editor of TF Metals Report joins us to focus on the recent downturn in precious metals, including drops in the gold and silver stock ETFs.
Craig discusses how these drops are influenced by factors like COMEX option expirations, gold producers' performance, and the potential for a December rally. He highlights the importance of long-term investment strategies in the mining sector and the impact of economic conditions on silver. We also delve into how market sentiment and...
Published 11/25/24
Jim Paterson, Co-Founder and Principle of Discovery Group joined me at the New Orleans Investment Conference to discuss the current trends in the precious metals market, the challenges faced by equity values, and the intricacies of fundraising in today's financial environment.
Jim compares the rise in precious metals prices with the lag in equity movements, explaining factors behind this disparity. We discuss the high cost of capital in today’s market and how discerning funding decisions...
Published 11/25/24
Justin Reid, President and CEO of Troilus Gold Corp. (TSX: TLG) (OTCQX: CHXMF), joins me for a comprehensive update of many key derisking work programs and infill drilling initiatives at the Troilus Project located in northcentral Quebec, Canada. Additionally, we review again the key metrics from their recent Feasibility Study, and some recent news on the different components coming together for the capital stack to build the project and the timeline to permitting.
We start off discussing...
Published 11/24/24
Welcome to The KE Report Weekend Show! It was s busy week at the New Orleans Investment Conference. We will have interviews from the show floor released throughout next week so be sure to check the website and your podcast player to stay up to date.
This weekend's show is focused on investing in commodities and commodity stocks. The metals of focus are gold, uranium, oil and natural gas.
Thank you to all of your who swung by our booth this week. It was great to connect and hear your...
Published 11/23/24
Brad Rourke, President and CEO of Scottie Resources (TSX.V:SCOT – OTCQB:SCTSF), joins me to review the next batch of high-grade gold drillhole assays released today from the M Zone, N Zone, and O Zone around the Scottie Gold Mine area from this year’s 10,000 meter drill program located in the Golden Triangle of British Columbia. We also discuss the larger Company strategy of consolidating all the prior drilling date along with this year’s drilling to build towards a Maiden Resource Estimate...
Published 11/21/24
Akiba Leisman, President and CEO of Mako Mining (TSX.V:MKO – OTCQX:MAKOF), joins us to review the Q3 2024 operations metrics at the San Albino Mine in Nicaragua, along with an update of recent exploration results from Las Conchitas, as well as ongoing regional exploration work. In addition we also discuss the move-forward work strategy at the Eagle Mountain Gold Project in Guyana, and the potential for an accretive acquisition transaction.
Q3 2024 Operational Highlights
29,749 tonnes...
Published 11/20/24
Akshay Dubey, CEO of CVW CleanTech (TSX.V:CVW - OTCQX:CVWFF) joins me to discuss the Company's new direction towards building a diversified cleantech royalty portfolio.
Akshay explains the Company’s recent $14 million investment in Northstar Clean Technologies, focusing on the financial benefits expected from this deal. He elaborates on the strategic importance of diversifying beyond oil sands technology, tapping into clean technology markets, and building a sustainable model for future...
Published 11/20/24
Erik Wetterling, Founder and Editor of The Hedgeless Horseman website, joins me to discuss three junior gold, silver, and zinc companies with recent news out to the market; where he is attracted to the current value proposition.
We start off discussing the exploration upside, prospective project, and recent drill results, at Silver47 Exploration Corp. (TSXV: AGA). Highlights from hole DC24-106 include 2.48 meters of 61.44% ZnEq or 2,938.5 g/t AgEq (14.95 g/t gold 249.50 g/t silver, 21.97%...
Published 11/20/24
Fred Bell, CEO, and David Baker CFO of Elemental Altus Royalties (TSX.V:ELE) (OTCQX:ELEMF), both join us to review the key takeaways from the Q3 financials and operations, including record quarterly cash flows and EBITDA.
Financial Highlights
Royalty revenue of US$3.7 million and adjusted revenue of US$4.8 million, up 32% on Q3 2023
Attributable Gold Equivalent Ounces of 1,941 ounces, up 3% on Q3 2023
Operating Cash Flow plus Caserones dividends of US$2.8 million, up 42% on Q3...
Published 11/20/24
Taj Singh, President and CEO, and Adam Cegielski, Chief Development Officer of First Nordic Metals (TSX.V: FNM) (OTCQB: FNMCF), join me to discuss the C$10 million “bought deal” private placement, and how this sets the Company up for a strong year of exploration at their 100% owned Paubäcken, Storjuktan, and Klippen Projects, in addition to the work going on through their JV with Agnico Eagle at Barsele.
We start off discussing the private placement basis 30,304,000 units of the Company at...
Published 11/19/24
Chris Donaldson, President and CEO of Valkea Resources (TSX.V:OZ - OTCQB:OZBKF - FSE:S600) joins me to provides an exploration and asset update focusing on the Company’s projects in the Central Lapland Greenstone Belt in Finland, especially the Paana.
Chris discusses the start of a 2,000-meter drill program, the history of exploration by S2 Resources, and the specifics of the drilling strategy to target high-grade mineral zones. He also covers the company's plan for relogging previous drill...
Published 11/19/24
Segun Lawson, President and CEO of Thor Explorations (TSX.V: THX) (AIM: THX) (OTC: THXPF), joins me to review the Q3 financials and operations from the Segilola Mine, as well as exploration activities around both Segilola in Nigeria, and further drill results from the ongoing 2024 exploration program at the Douta Gold Project, Senegal. We also discuss the recent acquisition of the Guitry Gold Project in Cote D'Ivoire.
Segun outlined that the gold poured at the Segilola Mine during Q3...
Published 11/19/24
Ryan King, Senior VP of Corporate Development and IR at Calibre Mining (TSX:CXB – OTCQX:CXBMF), joins me to review the Q3 Financials and operations in Nicaragua and Nevada, and the development progress and expanded exploration program at the Valentine Gold Mine in Newfoundland.
The Company delivered 46,076 ounces in the 3rd quarter and 166,200 ounces year-to- date, grossing $374.9 million in revenue, at an average realized gold price of $2,256/oz. YTD consolidated All-In Sustaining Costs...
Published 11/19/24