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 their investments.
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Erik Wetterling – PDAC Review – Value Proposition In Cabral Gold, Sonoro Gold, and Cerro de Pasco
<p>Erik Wetterling, Founder and Editor of The Hedgeless Horseman website, joins us to review the key takeaways he got from attending the recent PDAC conference in terms of attendance, investor sentiment, reaction to company newsflow before and during the event, and conversations with other investors and management teams.</p> <p> </p> <p>In addition, he reviews the value proposition that has his attention in the corporate news and strategies from 3 advanced gold and silver developers looking to go into the 2nd wave of the Lassonde Curve on the pathway to production in the next 1-2 years</p> <p> </p> <p>...
Arizona Sonoran Copper – Unpacking The Acquisition By Hudbay Minerals - Anticipated Synergies Of The New Pro-Forma Company
<p>George Ogilvie, President and CEO of Arizona Sonoran Copper (TSX:ASCU – OTCQX:ASCUF), joins us to unpack the key news from March 02, 2026 that Hudbay Minerals Inc. (TSX, NYSE: HBM) and Arizona Sonoran Copper Company announced that they have entered into a definitive agreement pursuant to which Hudbay has agreed to acquire all of the issued and outstanding common shares of ASCU, not already owned by Hudbay, for consideration of 0.242 of a common share of Hudbay per common share of ASCU.</p> <p> </p> <p>The offer implies a value of C$9.35 per ASCU share based on Hudbay's closing share pri...
Mike Larson - The Great Sector Rotation: Oil, S&P, Metals, Bitcoin
<p>In this Daily Editorial, we sit down with Mike Larson, Editor-in-Chief at MoneyShow, to navigate a complex market landscape defined by geopolitical tension and shifting investor sentiment. Following the recent MoneyShow conference in Las Vegas, Mike breaks down the massive volatility in energy markets and why the "boring" sectors are suddenly becoming the stars of the show.</p> <p>Key Discussion Highlights:</p> The Geopolitical Risk Premium in Oil: A deep dive into the impact of the conflict in the Middle East, the effective blockade of the Strait of Hormuz, and why crude prices hit the $120 mark before retreating. ...
Banyan Gold - 40,000 Meter Drill Program Details, High-Grade Drill Results, Franco-Nevada Acquires Existing Royalty
<p>In this update, I am joined by Tara Christie, President and CEO of Banyan Gold (TSX.V: BYN | OTCQB: BYAGF), to discuss a series of major milestones at the AurMac Gold Project in the Yukon. The conversation centers on Franco-Nevada’s recent $52.2 million purchase of a pre-existing royalty on the project, as well as the progress of Banyan’s fully funded 40,000-meter drill program.</p> <p>Key Discussion Points:</p> Franco-Nevada Royalty Acquisition: Tara explains the implications of Franco-Nevada acquiring a 6% NSR (which Banyan can reduce to 1%) for $52.2 million, viewing it as a massive institutional validation of AurMac’s long-t...
Aztec Minerals - Connects Gold-Silver Mineralization At Contention and Westside Areas, Drill Program Expanded To 17,000 Meters
<p>In this corporate update, we are joined by Simon Dyakowski, President and CEO of Aztec Minerals (TSX.V: AZT | OTCQB: AZZTF). Simon discusses the significant implications of recent drill results from the Tombstone Project in Arizona, highlighting a major expansion of the exploration program and the geological connection of key mineralized zones.</p> Key Discussion Points Expansion of the 2026 Drill Program: Building on strong results, the company has added 4,500 meters of RC drilling, bringing the total program to approximately 16,700 meters to further test the Westside and Contention zones. Connecting the Mineralized Zones: Recent drilling has successfully demonstrated continuous mineralization...
Amex Exploration – Bulk Sample Permit Imminent, Phase 1 Feasibility Study Coming in March, Ongoing Development and Exploration Work At The Perron Gold Project and Ontario Projects
<p>Victor Cantore, President and CEO of Amex Exploration Inc. (TSXV: AMX) (OTCQX: AMXEF), joins me for a comprehensive update on all the development work and exploration results that will be feeding into the upcoming bulk sample, and 2-Phase economic studies around their 100% owned high-grade Perron Gold Project located in Quebec, Canada. Additionally, we discuss the near-term exploration campaign about to begin on the expanded land package across the provincial border into Ontario, from staking claims and their 2 recent acquisitions of Perron West and the Abbotsford/Hepburn properties.</p> <p> </p> <p>We start off getting the roadmap to the ne...
Palamina - Colt Silver Spin Out Details, 2026 Work Programs On Peru Gold Assets
<p>In this company update, we are joined by Andrew Thomson, President and CEO of Palamina Corp (TSX.V: PA | OTCQB: PLMNF). With a vast portfolio of high-grade assets in Peru, Palamina is currently undergoing a strategic spin-out of its silver-copper projects.</p> <p>Andrew provides a comprehensive look at the creation of Cult Silver, the upcoming drill programs at the flagship Usicayos gold project, and why the shifting jurisdictional climate in Peru is creating a "sea change" for resource explorers.</p> <p>Key Discussion Points:</p> The Cult Silver Spin-Out: A detailed breakdown of the transaction involving seven silver-copper...
Newcore Gold - Enchi Gold Project Update: High Grade Gold Drill Results, 45,000 Meter Drill Program To Be Upsized, PFS Coming Soon
<p>In this company update, I sat down with Luke Alexander, President and CEO of Newcore Gold (TSX.V:NCAU - OTCQX:NCAUF), to discuss the milestones achieved at the Enchi Gold Project in Ghana. Following the recent injection of $10.3 million from warrant proceeds, Luke provides a deep dive into the company’s ongoing 45,000 meter program (soon to be increased), the discovery of high-grade feeder zones, and what investors can expect as the company advances toward a Pre-Feasibility Study (PFS) in mid-2026.</p> <p>Key Discussion Points:</p> Exploration Progress and Expansion: The company has completed approximately two-thirds of its 45,000-m...
John Rubino – The Geopolitical Premium In Oil, Volatility In The Precious Metals Complex, and The Ongoing Commodities Super-Cycle
<p>John Rubino, [Substack https://rubino.substack.com/ ], joins me for another wide-ranging and nuanced discussion around the geopolitical and macroeconomic catalysts and technical momentum factors that are leading to volatility in precious metals like silver, gold, and the related PM stocks; in addition to the oil price and energy stocks. We also review initiatives from industry and governments around the world to secure domestic supplies of critical minerals like copper, uranium, and rare earths.</p> <p> </p> <p>We start off reviewing the volatility and choppy precious metals markets, and how the PM stocks are not fully factoring in th...
Weekend Show - Brian Leni & Dave Erfle - Smart Money Rotations: Navigating Gold, Silver, and Copper Post-PDAC
<p>The 2026 PDAC convention in Toronto served as a wake-up call for the mining industry. While attendance reached record highs, the market's behavior has shifted from the broad "rising tide" of previous years to a much more selective, volatile environment. This week, we sit down with Brian Leni (Junior Stock Review) and Dave Erfle (Junior Miner Junky) to discuss why the "smart money" is moving away from lifestyle juniors and toward high-conviction developers in gold, silver, and copper.</p> Segment 1 & 2 - I kick off the show with Brian Leni, the founder and editor of the Junior Stock Review and host...
