The KE Report

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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 the markets.

  1. 12 HR AGO

    Sitka Gold - New Independent Director Louis Archambeault, De-Risking The RC Gold Project

    In this episode of the KE Report, we are joined by Louis Archambeault, the newly appointed Independent Director at Sitka Gold (TSX.V: SIG | OTCQB: SITKF | FRE:1RF). Louis shares his perspective on the company’s high-grade intercepts in the Yukon and what it takes to transform a junior explorer into a target for major producers. Key Discussion Points: Louis Archambeault’s Background: A look into his career transitions from engineering at Amec to M&A at CIBC and Goldcorp, and his success in taking the Bomboré project into production with Orezone. The Sitka Opportunity: Why the current lifecycle of the RC Gold Project and its massive 60,000-meter drill program present a unique value proposition in the junior mining sector. M&A Dynamics in the Gold Sector: An analysis of why major producers have been slow to acquire juniors and the "portfolio enhancement" strategies that often precede new acquisitions. The Path to Production: Exploring the parallels between Sitka’s current stage and previous successful builds, focusing on metallurgy, scale, and upcoming economic studies (PEA).   If you have any follow up questions for the team at Sitka please email me at Fleck@kereport.com.  Click here visit the Sitka Gold website to learn more about the Company - https://sitkagoldcorp.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.

    12 min

  2. 12 HR AGO

    Marc Chander - From the Yen Squeeze to U.S. Tariffs to Metals Volatility - A Global Macro Outlook

    In this Friday, February 13 editorial, we are joined by Marc Chandler, Managing Partner at Bannockburn Global Forex and Editor of the Marc to Market website. Marc provides a deep dive into a week of market reversals, beginning with the political landscape in Japan and extending to the shifting yield curves across North America and Europe and precious metals volatility. Key Discussion Points The Japanese Election & Yen Squeeze: Marc breaks down the "landslide" victory for the Liberal Democratic Party under Sanae Takaichi and the subsequent massive short-covering rally in the Yen and JGBs that caught the "smart money" off guard. Global Bond Market Rally: Despite strong U.S. jobs data and rumors of China reducing Treasury exposure, yields fell significantly across the US, Canada, and Europe. Marc explains the "buy the rumor, sell the fact" mentality currently driving these markets. Central Bank Divergence: We explore why Australia was the first G10 country to raise rates this year and why the market is now pricing in more aggressive Fed rate cuts than the central bank’s own "dot plot" suggests. The Longevity of U.S. Tariffs: Marc discusses the potential for a "softer" global policy heading into the U.S. midterms, the pending Supreme Court ruling on emergency power tariffs, and the declining popularity of trade barriers. The Outlook for Precious Metals: With Gold holding above $5,000 and Silver near $78, Marc analyzes why central bank diversification and industrial demand in electronics continue to provide a solid floor for metals despite recent volatility. Click here to visit Marc’s site - Marc To Market - https://www.marctomarket.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

    27 min

  3. 15 HR AGO

    Prince Silver - Prince Silver Project, Nevada: Targeting ~100Mil Oz AgEq Resource, 9k Meters Drill Ongoing, Another 9k Meters In Phase 2

    In this episode of the KE Report, we are joined by Derek Iwanaka, CEO of Prince Silver (CSE:PRNC - OTCQB:PRNCF - FRA:T130), to discuss the company’s aggressive exploration strategy in Nevada’s historic Pioche mining district at the Prince Silver Project. Prince Silver is focused on revitalizing the past-producing mine that operated for nearly four decades. Key highlights: The Historic Prince Mine: Derek outlines the history of the project, which produced over 1 million tons of ore and approximately 3.6 million ounces of silver between 1912 and 1949. Expanding the Drill Program: Originally a 6,500-meter program, the company has expanded its current RC drilling to 9,000 meters due to early success. Derek reveals plans for a second phase, bringing the total expected drilling to 18,000 meters. High-Grade Results and Resource Targets: The conversation dives into recent assay results, including intercepts as high as 1,300 g/t silver. Derek discusses the internal exploration target of 75 to 150 million silver-equivalent ounces and the path toward a maiden 43-101 resource estimate in the second half of this year. Deep Mineralization Potential: Unlike historic operations that focused on surface oxides, Prince Silver is drilling deeper. Early results suggest significant mineralization, including high-grade gold, remains at depth. The Stampede Gap Project: A look at the company’s second asset, a large-scale copper-gold-molybdenum porphyry target. While the current focus remains on the Prince Silver Project, the team is evaluating the long-term potential of this massive system. Please email me with any follow up questions for Derek - Fleck@kereport.com    Click here to visit the Prince Silver website to learn more about the projects and team.    ------------------------ 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.

    17 min

  4. 15 HR AGO

    Novo Resources - Belltopper Project Update: Expanding the High-Grade Resource Potential, New Gold Reefs Identified

    In this company update, we are joined by Mike Spreadborough, Executive Co-Chairman, and Kas De Luca, General Manager of Exploration at Novo Resources (TSX: NVO | ASX: NVO | OTCQX: NSRPF). Following a flurry of activity across their portfolio, the team discusses the significant expansion of exploration targets at the Belltopper Project in Victoria, Australia. Key Discussion Points: Exploration Target Upgrade: The company recently announced a 40% increase in estimated ounces and a 48% increase in tonnage at the Belltopper Project, with the high-case exploration target now exceeding 880,000 ounces of gold. Geological Confidence: Kas De Luca explains how a year of mapping, 3D modeling of historical mine data, and modern drilling has expanded the target to eight distinct high-grade reefs, including the discovery of additional structures like the O’Connor’s Reef. Proximity to World-Class Mines: The team highlights Belltopper’s strategic location within the Bendigo Tectonic Zone, situated just 60km south of the high-grade Fosterville mine, in a province that has produced over 60 million ounces of gold. Upcoming Work Programs: Mike Spreadborough outlines the roadmap for the second half of 2026, which includes a major diamond and RC drilling campaign aimed at converting these exploration targets into a formal inferred resource. Portfolio-Wide Momentum: Beyond Victoria, the conversation touches on near-term drilling plans for projects in the Pilbara, supported by a solid cash position of approximately $8 million as of the start of the year.   Please email me with any follow up questions for Mike and the team at Novo Resources. My email address is Fleck@kereport.com.     Click here to visit the Novo Resources website to learn more about all the projects and exploration programs.    ----------------- 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.

    13 min

  5. 1 DAY AGO

    Dana Lyons - Is The Top In Silver In? Also Gold, Copper, US Markets, Bonds, Crypto

    In this daily editorial for Thursday, February 12, 2026, we are joined by Dana Lyons, Fund Manager and Editor of The Lyons Share Pro. With market volatility on the rise and significant red across major indices, Dana provides a deep dive into what his proprietary risk models are signaling for the broad market versus the heavy-capped indices. Key Discussion Points: Broad Market Resilience: Why the risk models remain positive despite the struggles of the major cap-weighted indices, highlighting a breakout in mid-cap and equal-weight averages. Sector Rotations: Analysis of the emerging relative strength in Consumer Staples (XLP), Utilities (XLU), and Industrials (XLI). Energy Sector Breakout: A look at the Energy Select Sector SPDR Fund (XLE) and why its four-year basing pattern suggests a sustainable long-term move. Precious Metals Outlook: Differentiating the "parabolic" and "frothy" action in Silver (SLV) from the more measured, constructive moves in Gold (GLD) and the Gold Miners (GDX). Fixed Income and Crypto: Technical levels to watch for the 10-Year Yield, Emerging Market Bonds (EMB), and a short-term trading perspective on Bitcoin (BTC).   Click here to visit the Lyons Share Pro website take advantage of the 33% discount! - https://lyonssharepro.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.

    24 min

  6. 1 DAY AGO

    Joel Elconin - Lots Of Red On The Screen: AI Disruption and the Flight to Value

    In this KE Report Daily Editorial, we chat with Joel Elconin, co-host of the Pre-Market Prep Show and founder of the Stock Trader Network, to dissect a volatile day of trading that saw a mid-morning "waterfall decline" across the broad averages. Joel provides a deep dive into the shifting market internals, moving beyond the headlines of the recent jobs report to explain the structural changes currently driving price action. From the disruption of the software sector to the sudden resurgence of traditional value plays, we cover the critical trends every investor needs to watch. Discussion Highlights: The Catalyst for the Sell-Off: Joel identifies the existing home sales data, which came in significantly lower than expected, as the primary trigger for the mid-morning market reversal. The AI Software vs. Hardware Divide: A look at why software giants like Oracle (ORCL) and Shopify (SHOP) are facing intense pressure, while hardware and chip makers like Micron (MU) and Seagate (STX) continue to find support. The Great Rotation into Value: Analysis of the flight to safety as investors move capital into "tried and true" consumer staples such as Coca-Cola (KO), Walmart (WMT), and Costco (COST). Real Estate and Paper Wealth: A sobering look at the housing market, specifically the decline in Toronto's median sales prices to pre-pandemic levels and the resulting evaporation of "paper wealth." Technical Outlook for the Bottom: Joel shares his strategy for identifying a market floor, emphasizing the need for consolidation and a clear catalyst before "taking a poke" at new positions.   Click here to visit Joel’s PreMarket Prep website - https://www.premarketprep.com/   Click here to visit the Stock Trader Network - https://www.stocktradernetwork.com/   Stocks Mentioned (Symbols): ORCL, SHOP, MU, STX, KO, MCD, WMT, CP, COST, BRK.B, T, VZ, SCHW, LPLA, F, GM, BTC.   ----------------------- 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.

    15 min

  7. 1 DAY AGO

    Astra Exploration - La Manchuria Project Update: 10,000 Meter Drill Program, Results Recap

    In this company update, we are joined by Brian Miller, CEO of Astra Exploration (TSX.V: ASTR | OTCQB: ATEPF), to discuss the ongoing progress at the La Manchuria gold-silver project in Argentina. Following a strategic shift in focus last year, the company is currently executing a 10,000-meter Phase 2 drilling campaign designed to test the scale and depth of the system. Key Discussion Points: Exploration Strategy and Program Allocation: Brian explains the allocation of the 10,000-meter program, highlighting the shift from near-surface "bulk tonnage" targets to the search for high-grade "feeder zones" at depth. High-Grade Assay Results: We review the February 10th results, which included intercepts such as 1,300 g/t silver and 9 g/t gold over 3.1 meters, confirming high-grade at the West Feeder zone. Comparisons to Cerro Negro: Brian draws parallels between the current evolution of La Manchuria and the famous Cerro Negro discovery, where the high-grade "Eureka" zone was discovered only after drilling beneath the initial near-surface resource. Financial Position and Next Steps: The company remains well-funded for its upcoming 5,000-meter program starting in March, with an all-in drilling cost of approximately $350 USD per meter.   Please email me any follow up questions for Brian - fleck@kereport.com. Click here to visit the Astra Exploration website.    -------------------- 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.

    16 min

  8. 2 DAYS AGO

    Sean Brodrick – Balancing Valuations With Volatility In the Gold, Silver, Antimony, and Tungsten Stocks

    Sean Brodrick, Editor of Wealth Megatrends, Supercycle Investor, Resource Trader, and contributing analyst to Weiss Ratings Daily, joins us to provide his outlook on the valuations of gold, silver, antimony, and tungsten stocks when contrasted against the volatility we’ve seen in the metals over the last couple weeks and months.   Sean remains bullish for medium-term and longer-term in the precious metals, because all the fundamental macroeconomic and geopolitical factors are still in place and haven’t changed.    However, after the wild price volatility in both directions for gold and silver in January and early February, he believes that we are likely now going to trend sideways in a price range for the near-term; basing for a while before the next move to the upside. He’s recently taken some solid profits in silver stocks, since he expects further sector consolidation. Sean noted how the Chinese policy and trends in physical precious metals markets have had an outsized effect, sending prices in the precious metals first higher, and then were a big catalyst for the corrective moves lower in the metal, leading the pricing moves that the western exchanges then followed.  Despite harvesting gains in other silver stocks, he is considering getting back into First Majestic Silver Corp. (NYSE: AG) (TSX: AG) for their production profile and strong anticipated revenues and free cash flows from Q4 heading into Q1.   With regards to critical minerals, Sean remains quite interested in the metals of strategic importance to the US and the world at large, like rare earths, uranium, antimony, and tungsten.   We reviewed the big news out this week that Americas Gold and Silver Corporation (TSX: USA) (NYSE American: USAS) announced it has entered into a joint venture with United States Antimony (NYSE American: UAMY) to build a new antimony processing facility at the Galena Silver Mine in Idaho. He likes this partnership since these companies are actually producing and processing antimony and have the US government as potential partner to sell to. Sean is not really interested in the many other exploration stocks that now claim they have exposure to antimony too, because their projects are simply not close to producing this defense metal anywhere in the near-term. The one exception would be the quality and advanced stage of the project that Perpetua Resources Corp. (Nasdaq: PPTA / TSX: PPTA) has recently gotten permitted, and that a fellow contributor at Weiss Ratings has provided a research report on. With regards to tungsten, Sean has had his subscribers positioned in Almonty Industries Inc. (NASDAQ: ALM) (TSX: AII) (ASX: AII) for exposure to this defense metal, in a Canadian company, operating in Asia, but listed on the big board on the US Nasdaq exchange.     Click here to follow along with Sean’s work at Weiss Ratings Daily and Wealth Megatrends   Click here to learn more about Resource Trader   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.

    22 min
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About

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 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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