The KE Report KE Report

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 that all these stocks move higher.
 
Click here to find out more on the New Orleans Investment Conference.

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 analyzes different levels of economic studies on advanced exploration and development projects. Wrapping up we get Nick’s thoughts on many of the demand drivers for nuclear energy, and why he remains a buyer on dips in the uranium sector, and why he believes the bull market can continue on for uranium equities for some time to come.
 
Follow Nick's analysis and publications at Digest Publishing

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 the Stillwater West Project, in 2023 a total of 6 holes totaling 2,310 meters were completed within and outside of the current resource area, west and south of the current DR-Hybrid deposit, as part of a planned multi-phase program. The focus was on expanding recent high-grade discoveries at Chrome Mountain at the west end of the nine-kilometer-long resource area. We get into the parallels between the Stillwater Igneous Complex and the Bushveld Igneous Complex and South Africa’s Platreef district, which hosts very large Ni-Cu-PGE mines that are now in operation by Ivanhoe Mines and Anglo American.
 
We also discuss some of the new understanding of a second mineralized event on the property producing what have been labeled as the “N series” of sulphide-rich mineralized structures parallel to high-grade nickel sulphide mineralization first discovered by the Company in prior drill holes CM2021-05 and CM2020-04. We also discussed the deep roots under Chrome Mountain as a potential feeder system warranting further follow up drilling in 2024.
 
Mike also highlighted that the Company has other value drivers being overlooked by the market place at their other 4 non-core properties:  The Drayton-Black Lake Gold Project where Heritage Mining (CSE: HML), is under an earn-in agreement, by which they can earn a 90% interest in the project by completing work commitments and making payments of cash and shares to the Company. There has also been some additional exploration work at the Company’s 100%-owned Kluane PGE-Ni-Cu project in Yukon, Canada, funded in part by a Yukon Mineral Exploration Program grant. We also mention the potential for further value drivers at both the Duke Island Project in Alaska and their long-standing Yankee Dundee Project in British Columbia.
 
If you have any questions for Mike regarding Stillwater Critical Minerals, then please email me at  Shad@kereport.com.
 
In full disclosure, Shad is a shareholder of Stillwater Critical Minerals at the time of this recording.
 
Follow along with the latest news from Stillwater Critical Minerals

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 emailing me with the companies you would like Quinton and I to discuss. My email address is Fleck@kereport.com.
 
 

 
 

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 done at a $1,550 gold price. With gold much higher I have Nick run the numbers at higher gold prices and discuss how costs could have changed. 
 
If you have any follow up questions for Nick please email me at Fleck@kereport.com.
 
Click here to visit the TriStar Gold website to learn more about the Castelo de Sonhos Project.