The KE Report

KE Report
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The KE Report provides exclusive interviews with fund managers, newsletter writers, technical and fundamental analysts along with sub $10 billion market cap stocks. Interviews are published daily to help investors navigate the markets.

  1. 1d ago

    Banyan Gold - High-Grade/Bonanza Gold Results, Resource Expansion, and 2026 Exploration Progress at AurMac

    In this Company Update, I chat with Tara Christie, President and CEO of Banyan Gold Corp. (TSX-V: BYN | OTCQB: BYAGF), to discuss recent bonanza grade drill results and provide a progress update on the 70,000 meter drill program at AurMac and regional targets in the Yukon.  Bonanza-Grade Drill Intercepts at Powerline North: An overview of recent assay results from hole AX-26-874, delivering exceptional high-grade gold near the surface in an area previously categorized as unmineralized. Geological Modeling and Resource Expansion: How the updated lithological framework is unlocking targeted high-grade zones between existing deposits and reshaping future strip ratios. Exploration Progress Across the 70,000-Meter Campaign: A status update on active drilling across AurMac and regional targets at the Nitra property, including initial findings and assay turnaround expectations. Long-Term De-Risking and Economic Catalysts: The strategic shift toward resource conversion, infill drilling at depth, and preparation for future economic and engineering studies.   If you have any follow up questions for Tara please email me at Fleck@kereport.com.    Click here to visit the Banyan Gold website - https://banyangold.com/   ---------------------- For more market commentary & interview summaries, subscribe to our Substacks:  The KE Report: https://kereport.substack.com/  Shad’s resource market commentary: https://excelsiorprosperity.substack.com/   Investment disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security or investment product. Investing in equities, commodities, really everything involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.

  2. 1d ago

    Versamet Royalties – Record Metrics From Q2 Earnings, Royalty and Streaming Partner Updates, Growth Into 2027

    Paul Jones, President of Versamet Royalties (TSX: VMET) (NASDAQ: VMET), joins me to outline the key record metrics from the Q2 earnings released on August 13.  Paul reiterates that the Company is well on track to achieve their 2026 production guidance of 20,000 to 23,000 gold equivalent ounces. The portfolio of assets generated over $47 million in revenue in the first half of the year, which positions Versamet well to pursue accretive acquisitions, while maintaining a disciplined approach to deploying capital.   Q2 2026 Financial Highlights   Revenue of $23.7 million, an increase of 392% over Q2 2025. Record attributable gold equivalent ounces (“GEOs”) of 5,255, an increase of 256% over Q2 2025. Operating cash flow before working capital changes of $19.5 million, an increase of 506% over Q2 2025. Net income of $4.9 million, an increase of 2,781% over Q2 2025. Record adjusted EBITDA of $18.8 million, an increase of 747% over Q2 2025.   Q2 2026 Corporate Highlights   Acquired a cornerstone 3.52% existing gold stream, on the Eskay Creek gold-silver project, operated by Skeena Resources, located in British Columbia, Canada.  This materially enhances the near-term growth profile, and gold equivalent ounce production for 2027 and beyond.   Paul reviewed a few of the key cornerstone royalty and streaming assets, and outlined their solid operating partners in the field. Additionally, he highlighted several organic growth catalysts on tap over the next year, including the completion of the Rosh Pinah expansion, the Eskay Creek production commencing, the first gold production at Toega and Cuiú Cuiú.   The company anticipates annual attributable production run rate in 2027 to increase to approximately 35,000 GEOs.   Click here to follow the latest news from Versamet Royalties   For more market commentary & interview summaries, subscribe to our Substacks:   The KE Report: https://kereport.substack.com/ Shad’s resource market commentary: https://excelsiorprosperity.substack.com/     Investment disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security. Investing in equities and commodities involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.

  3. 1d ago

    Jeff Phillips – Juniors With Compelling Catalysts – Revival Gold, Headwater Gold, Kingsmen Resources, Gladiator Metals, and Greenlight Metals

    Jeff Phillips, President of Global Market Development, and an activist investor in the junior resource space, joins us to review the changing price trends and investor sentiment swings thus far in 2026. He goes on to unpack the value proposition in 5 junior resource stocks exploring for gold, silver, and copper that he holds in his portfolio.   Throughout the discussion, we get more perspective on how Jeff evaluates opportunities in the junior exploration stocks, and the types of management teams and share structure that he likes to see to participate in their financings.   Jeff has been involved in the natural resource space for the last three decades, and is a large strategic shareholder of over a dozen junior companies, and still a significant shareholder in a number of other mining stocks that he helped finance in the past. Jeff also serves as a technical consultant and advisor to several of these companies in the junior resource space, working on improving their messaging to the marketplace, roster of investors, and liquidity. Even though he doesn’t do many public-facing interviews or write in widely followed publications, Jeff is one of the most influential and well-respected people in the business. You’ll often see him hard at work at mining conferences, doing his due diligence and connecting people to one another.   The companies we discuss in this interview are:   Revival Gold Inc. (TSXV: RVG) (OTCQX: RVLGF) Headwater Gold (CSE: HWG) (OTCQB: HWAUF) Kingsmen Resources Ltd. (TSXV: KNG) (OTCQB: KNGRF) Gladiator Metals Corp. (TSXV: GLAD) (OTCQB: GDTRF) GreenLight Metals Inc. (TSXV: GRL) (OTCQB: GRLMF)     For more market commentary & interview summaries, subscribe to our Substacks:   The KE Report: https://kereport.substack.com/ Shad’s resource market commentary: https://excelsiorprosperity.substack.com/     Investment disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security. Investing in equities and commodities involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.

  4. 1d ago

    Craig Hemke - Precious Metals Rebound, Fed Pivot Expectations, and the Macro Drivers Fueling Gold & Mining Stocks

    In this Daily Editorial, we are joined by Craig Hemke, Founder and Editor of the TF Metals Report, to break down the sharp August rebound across the precious metals complex. We examine the fundamental drivers behind gold’s resilience, shifting Federal Reserve rate expectations, and why mining equities are beginning to demonstrate significant operating leverage. Key discussion points include: Macro Tailwinds and Monetary Policy Shifts: Why falling Fed rate hike expectations, cooling economic data, and a weakening US Dollar are rekindling upside momentum across the precious metals complex. Global Currency and Debt Market Pressures: The broader implications of international central bank interventions, sovereign bond market volatility, and how ballooning US debt servicing costs make sustained higher interest rates mathematically unsustainable. Decoupling from Broad Equities: Analyzing gold's recent strength alongside rising geopolitical tensions and oil price spikes, suggesting the yellow metal may be pricing in future global liquidity injections. Mining Share Leverage and Earnings Performance: How precious metals producers are capitalizing on robust realized metal prices and manageable cost structures to deliver outsized operational cash flows. Technical Breakouts and Key Chart Levels: A technical overview of the precious metals equities rebound, assessing unfilled price gaps and whether holding above the 200-day moving average confirms a structural trend reversal for the VanEck Gold Miners ETF. Upcoming Catalysts and August Volatility: What investors should monitor heading into the July FOMC minutes release and the upcoming Jackson Hole Economic Symposium amid typical late-summer trading liquidity.   Click here to visit Craig’s website - TF Metals Report - https://www.tfmetalsreport.com/   ------------------------- For more market commentary & interview summaries, subscribe to our Substacks:  The KE Report: https://kereport.substack.com/  Shad’s resource market commentary: https://excelsiorprosperity.substack.com/   Investment disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security or investment product. Investing in equities, commodities, really everything involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.

  5. 1d ago

    TG Watkins - Breakout or Bull Trap? Technical Levels in Gold, Copper, and Tech

    In this Daily Editorial, we welcome back TG Watkins, Director of Stocks at Simpler Trading and Editor of the Profit Pilot website, to break down the technical setups driving precious metals, commodities, and broad equity markets. Precious Metals & GDX Pullback Levels: A technical look at the sharp rebound in gold and gold equities following a multi-month base, along with the critical moving averages to watch to determine whether this move is a sustainable uptrend or an overextended bounce facing resistance. Copper Equities Playing Catch-Up: Analysis on the consolidation in copper stocks following major long-term runs, the impact of recent tech deleveraging, and why emerging chart patterns signal actionable opportunities on pullbacks. Broad Market Resilience & Market Breadth: Discussion on major indexes reaching new highs, the expanding participation across equal-weight indexes and small caps, and what the US Dollar breakdown means for broader risk assets. Fed Policy & Election Season Dynamics: An evaluation of shifting interest rate expectations, Fed communication strategy, and how upcoming midterms could introduce tactical volatility. Tech Sector Rotation: Where capital is rotating within the AI ecosystem, examining the divergence across software, hardware, and mega-cap leaders. Stocks & Tickers Mentioned: GDX, GDXJ, SIL, SILJ, TGB, HBM, SCCO, COPX, IWM, RSP, SPX, TLT, DXY, MSFT, AMZN, GOOGL, AAPL   Click here to visit TG’s site - Profit Pilot - https://www.profit-pilot.com/   Click here to visit the Profit Pilot YouTube page - https://www.youtube.com/@Profit-Pilot    ---------------- For more market commentary & interview summaries, subscribe to our Substacks:  The KE Report: https://kereport.substack.com/  Shad’s resource market commentary: https://excelsiorprosperity.substack.com/   Investment disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security or investment product. Investing in equities, commodities, really everything involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.

  6. 1d ago

    Headwater Gold - Expanding the Newmont Partnership: New Earn-In At Jupiter & Spring Peak Phase 2 JV, Portfolio Drilling Update

    In this Company Update, I chat with Caleb Stroup, President and CEO of Headwater Gold (CSE: HWG | OTCQX: HWAUF), to discuss the company’s expanding exploration footprint across Nevada and Idaho, highlighted by new and progressing exploration partnerships with Newmont.    New Earn-In Agreement with Newmont at Jupiter: Caleb breaks down the rapid progression of the newly acquired Jupiter project in Nevada's Walker Lane district and outlines the terms of Newmont’s earn-in commitment, including initial work plans on this large epithermal alteration footprint. Spring Peak Advances to Phase 2 Joint Venture: An overview of the transition into the next stage of the Newmont agreement, unlocking up to $40M in exploration funding, alongside the timeline for the Burnt Rock Plan of Operations permit approval. Partner-Funded Drilling at Crane Creek and Jade Creek: An update on the active 3,000m drill program with Centerra Gold in Idaho targeting depth extensions, as well as the ongoing 3,500m campaign with OceanaGold in Nevada. Generative Pipeline and Strong Cash Position: A look at Headwater’s healthy treasury of C$6M to C$7M and how the team continues to generate and evaluate new epithermal targets across the Great Basin.   Please email your questions for Caleb to us at Fleck@kereport.com.   Click here to visit the Headwater Gold website to read over the recent news - https://headwatergold.com/    ------------------------ For more market commentary & interview summaries, subscribe to our Substacks: The KE Report: https://kereport.substack.com/ Shad’s resource market commentary: https://excelsiorprosperity.substack.com/   Investment disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security or investment product. Investing in equities, commodities, really everything involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.

  7. 4d ago

    Weekend Show - Doc & Dana Lyons - Technical Setups: Gold, Silver, GDX, Copper, Oil, Uranium, Bond, Value Stocks

    In this Weekend Show, we dissect the recent sharp rebound across precious metals and evaluate whether the broader market rally has real staying power. Featuring expert technical analysis from veteran resource investor Richard Postma (Doc) and fund manager Dana Lyons (The Lyons Share Pro), this episode breaks down critical moving average tests, unfilled chart gaps in gold and mining ETFs, macro warnings in the bond market, and the accelerating rotation from overextended momentum tech into durable value sectors.  Segment 1 & 2 - Richard Postma (also known as "Doc") discusses technical outlooks across precious metals, bonds, and equities. Doc analyzes recent price rebounds in gold and silver as temporary bounces within a broader corrective phase, offering insights on key technical levels, long-term bond market pressures, and his strategies for accumulation in mid-tier producer equities.    Segment 3 & 4 - Dana Lyons, a fund manager and editor of The Lyons Share Pro, wraps up the show providing a technical analysis of current market trends across multiple asset classes. He discusses taking a neutral stance on precious metals following recent bounces, maintains a bullish outlook on copper and energy equities, and explains his strategy of rotating out of overextended growth, tech, and semiconductor sectors into broad-market value sectors like healthcare and financials.  Click here to visit the Lyons Share Pro website and learn more about Dana’s investment services - https://lyonssharepro.com/   -------------------------- If you enjoy the show, be sure to subscribe to our podcast feed (KER Podcast), YouTube channel, and follow us on X for more market commentary and company interviews. Don’t forget to subscribe and leave us a review!   For more market commentary & interview summaries, subscribe to our Substacks: The KE Report: https://kereport.substack.com/ Shad’s resource market commentary: https://excelsiorprosperity.substack.com/   Investment disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security or investment product. Investing in equities, commodities, really everything involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.

  8. 4d ago

    Mako Mining – Q2 2026 Production / Financial Results From The San Albino and Moss Mines, Development Pathway For Mt Hamilton and Eagle Mountain

    Akiba Leisman, President and CEO of Mako Mining (NASDAQ:MAKO) (TSXV:MKO), joins me for a comprehensive review of all 4 company Projects, on an operational, developmental and exploration perspective.   The Company operates the high-grade San Albino gold mine in Nueva Segovia, Nicaragua. Mako owns the Moss Mine, an open pit gold mine in northwestern Arizona, which is ramping up into commercial production. Mako now controls the permitted development-stage Mt. Hamilton Gold-Silver Project located in White Pine County, Nevada, USA. Mako also holds a 100% interest in the development-stage Eagle Mountain Project in Guyana, South America.   Q2 2026 Highlights   Financial $62.6 million in Revenue $31.7 million in Adjusted EBITDA  $25.9 million in Mine OCF ( $13.9 million in Net Income $112.9 million in Cash, Trade Receivables and Marketable Securities $1,996 Cash Cost ($/oz sold)  $2,286 AISC ($/oz sold): San Albino $1,535 and Moss Mine $3,708 Return on Equity ("ROE") of 36.6% and Return on Assets ("ROA") of 23.8%   Growth $2.9 million in exploration and evaluation expenses ($1.4 million in areas surrounding San Albino, $1.4 million at Eagle Mountain, Guyana and $0.1 million in Mt. Hamilton)   The Company currently has a cash and gold-linked securities balance of approximately $112 million, which along with operating cash flow from their two mines, is more than sufficient to fully fund the two remaining development projects, without the need for any external capital. Over the ensuing weeks, the Company plans to unveil its plans for lowering its cost of capital, which could include a pathway for substantial shareholder capital returns.   We went on to review all the ongoing exploration work at San Albino, and Akiba outlined the development progress and next steps for growth at the Moss Mine, the permitting update and rough timeline for development at Mt Hamilton, and the permitting progress being made at Eagle Mountain.       If you have any further questions for Akiba regarding Mako Mining, then please email them into me at  Shad@kereport.com.   In full disclosure, Shad is a shareholder of Mako Mining at the time of this recording and may choose to buy or sell more shares at any time.     Click here for a summary of the recent news out of Mako Mining.     For more market commentary & interview summaries, subscribe to our Substacks:   The KE Report: https://kereport.substack.com/ Shad’s resource market commentary: https://excelsiorprosperity.substack.com/     Investment disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security. Investing in equities and commodities involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.

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4.9
out of 5
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About

The KE Report provides exclusive interviews with fund managers, newsletter writers, technical and fundamental analysts along with sub $10 billion market cap stocks. Interviews are published daily to help investors navigate the markets.

Information

  • Creator
    KE Report
  • Years Active
    2022 - 2026
  • Episodes
    100
  • Rating
    Clean
  • Copyright
    © Copyright 2023 All rights reserved.
  • Show Website
    The KE Report

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