Episodes
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
Jim Tassoni, CEO of Armor Wealth Strategies, joins us to discuss how he is trading a wide range of markets.
We delve into the recent downturn and rebound in precious metals, evaluate the influence of U.S. election results on market sentiment, and examine the substantial impact of rising interest rates and the dollar on gold prices. Jim also shares his outlook on Bitcoin, outlining resistance levels and the potential for reaching six digits. We discuss bond market trends, specifically...
Published 11/18/24
Kyler Hardy, Executive Chairman at Temas Resources (CSE:TMAS - OTCQB:TMASF - FRA:26P0) joins me to provide an in-depth update on the Company’s La Blanche Project in Quebec, which targets critical minerals.
The discussion highlights the recent PEA with a post-tax NPV of $6.6 billion CAD and an IRR of almost 61%, as well as future catalysts including a drill program, pre-feasibility study (PFS), and MET work. Kyler elaborates on strategies to reduce CapEx and improve project efficiency, the...
Published 11/18/24
Avi Gilburt, Founder of the Elliot Wave Trader and Safer Banking Research is back to update us on what the charts are telling him about the S&P, gold, GDX, silver, the US Dollar and Bitcoin.
Avi is laying out some huge volatility in the next 2 years so make sure you note the levels he is watching and we’ll follow up with him next month!
Let us know if there are any other charts you would like Avi’s opinion on.
Click here to visit the Elliott Wave Trader website.
Click here to...
Published 11/18/24
Marc Chandler, Managing Partner at Bannockburn Global ForEx and Editor of Marc To Market joins me to provide an extensive recap of the latest US economic data, including inflation reports (CPI and PPI), retail sales, and industrial production figures. Marc emphasizes the significance of the CPI, noting its slight increase, and discusses the implications for future inflation trends and the potential for a Fed rate cut in December.
We recap Jerome Powell's comments from this week which...
Published 11/17/24
Welcome to The KE Report Weekend Show. This weekend’s show is packed with analysis on gold and gold stocks, interest rates, energy markets, small cap stocks and the major markets. All considering what potential policies Trump enacts while as President.
This week we are attending the New Orleans Investment Conference. If you will be there please drop us a line -
[email protected] and
[email protected]. If you can’t make it but want us to sit down with any company exhibiting at the conference...
Published 11/16/24
Doug Ramshaw, President of Minera Alamos (TSX.V:MAI – OTCQX:MAIFF), joins us outline the key takeaways from news announced on October 28th about the acquisition of Sabre Gold Mines Corp. (TSX: SGLD) (OTCQB: SGLDF), and the potential of dual-track development for both the Copperstone Mine in Arizona and the Cerro De Oro Project in Zacatecas, Mexico.
Doug points out that this acquisition creates a more diversified North American platform for gold production. Beyond the Santana gold mine...
Published 11/15/24
Joel Elconin, Co-Host of the PreMarket Prep Show joins me to discuss the recent market downturn triggered by Fed Chair Powell's hawkish comments on Thursday.
We analyze the effects on the bond market, individual stocks, and the continued pullback in precious metals. Joel also shares his insights on the stabilization of interest rates and the performance of mega-cap tech stocks, which have been a large contributor to the recent market weakness. Additionally, we touch on the dynamics of the...
Published 11/15/24
Kelly Malcolm, President and CEO of Borealis Mining (TSX.V: BOGO - FSE: L4B0) joins me to discuss results from the recent 3,500 meter drill program at the Borealis Project in Nevada. The results released on November 14th were from the Graben Deposit, revealing headline numbers of over 4 g/t gold over 21 meters and 2.25g/t gold over 99 meters.
I have Kelly recap the project's historical resources, including a 2011 pre-feasibility study (PFS), and plans for future mining operations. We also...
Published 11/15/24
Jon Gilligan, President and COO of Liberty Gold (TSX:LGD; OTCQX:LGDTF), joins me for a comprehensive update of the exploration, development, and future value drivers at both the Black Pine and Goldstrike oxide gold, open-pit, heap leach Projects in the Great Basin.
We start off reviewing the key metrics from the Pre-Feasibility Study announced on October 10, 2024:
Open pit, run-of-mine (no crushing) heap leach operation with a one-year construction period and initial capital expenditure of...
Published 11/15/24
Zach Flood, President and CEO of Kenorland Minerals (TSX.V:KLD - OTCQX:KLDCF - FSE:3WQ0) joins me to provide updates from the Frotet and Chebistuan Projects, as well as answer your questions on a couple other projects in the Company’s portfolio.
We start with the recent high-grade gold drill results from the Frotet project in Quebec, where Kenorland holds a 4% royalty. This project is being advanced by Sumitomo Metal Mining. Drill hole highlights include Hole 24RDD223 which intersected...
Published 11/15/24
Maura Kolb, President of Dryden Gold Corp (TSX.V: DRY) (OTC: DRYGF), joins me for an exploration update at the Gold Rock Camp, Sherridon, and Hyndman areas across their Dryden Gold District, in Northwestern Ontario, Canada.
We start off discussing more recent drill results from their Phase 5 drill program at the Elora area of the Gold Rock Camp Project, with Hole KW-24-024 intercepting the mineralized zone at approximately 190 meters from surface and returning 8.93 g/t gold over 12.45...
Published 11/14/24
Dave Erfle, Editor of the Junior Miner Junky joins me to discuss the recent correction in the precious metals and precious metals stocks. Dave provides insights into the current market trends, key support levels for gold and silver, and the impacts of political and economic factors including the U.S. election, China policy and Fed rate cuts. Additionally, the discussion covers the performance of major ETFs like GDX, GDXJ, and SIL, and what investors should watch in the coming weeks.
Click...
Published 11/14/24
Scott Berdahl, CEO of Snowline Gold (TSX.V:SGD - OTCQB:SNWGF) joins me to discuss the recent drill results from the Valley deposit on the Rogue Project, and a new gold and silver anomaly on the Cynthia Project. Both projects are in the Yukon in the Tombstone Gold Belt.
We focus on the Valley deposit drill results, highlighting holes 91 and hole 88 in terms of their gold grades and their role in expanding the deposit. Scott also sheds light on the infill and expansion drilling strategies...
Published 11/14/24
John Darch, Chairman and Director, and Ken MacLeod, President and CEO of Sonoro Gold Corp (TSXV: SGO) (OTCQB: SMOFF), both join me to introduce the Cerro Caliche Gold Project, and the exploration and development initiatives to move it into open-pit production within 12 months of receiving their final permit in Mexico.
This 1,400-hectare property confirms a broadly mineralized low-sulphidation epithermal vein structure and over 25 northwest-trending gold mineralized zones along trend and...
Published 11/13/24
Peter Scott, Senior Vice President and CFO of Obsidian Energy (NYSE:OBE - TSX:OBE) joins us to recap the Company's Q3 financial results and growth initiatives.
The Company’s strong Q3 performance saw a 34% increase in funds flow from operations year-over-year driven largely by the Peace River area. We discuss key production figures, including an average of 39,700 BOEs/day, with September averaging over 40,000 BOE/d. Peter shares insights into the company’s growth focus in the Peace River...
Published 11/13/24
Sean Brodrick, Editor of Wealth Megatrends and contributing analyst to Weiss Ratings Daily, joins us to unpack the post-election "Trump Trade," which has been strong buying in cryptos, crypto stocks, tech stocks, and large US equities, but conversely strong selling in gold, silver, commodities, and resource stocks. We also discuss renewable energy and nuclear energy trends, as it relates to policies under question now from the 2022 Inflation Reduction Act.
We start off reviewing the...
Published 11/13/24
Matt Badiali, Editor of The New Energy Investor published under Mangrove Investor, joins us to discuss the potential changes the Trump presidency could bring to the critical minerals market and the broader energy sector.
We delve into Trump's stated plans to roll back funding for the Inflation Reduction Act and its downstream impacts on critical minerals like battery metals and copper. Additionally, we explore the implications for sectors such as nuclear power and hydrogen energy. As the...
Published 11/12/24
Tara Christie, President and CEO of Banyan Gold (TSX.V:BYN - OTCQB:BYAGF) joins me to discuss the Company's latest drill results from the Powerline deposit at the AurMac Gold Project in the Yukon.
Tara discusses high-grade results of up to 539 g/t gold, the strategic importance of infill drilling, and the potential impact on the updated resource and PEA coming next year. The project already hosts a 7 million oz gold resource, all in the inferred category.
Tara outlines Banyan Gold's...
Published 11/12/24
Erik Wetterling, Founder and Editor of The Hedgeless Horseman website, joins us to discuss three junior resource companies with recent news out to the market; where he is attracted to the current value proposition.
We discussed how the capital markets window has been open for copper-nickel-PGM explorer, developer and near-term producer Magna Mining (TSX.V: NICU) (OTCQB: MGMNF), and gold explorer First Nordic Metals (TSX.V: FNM) (OTCQB: FNMCF). On November 4th, Magna Mining was able to just...
Published 11/12/24