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. 15 HR AGO

    Brian Leni - The New Valuation Reality for Precious Metals Stocks & Navigating the Developer Landscape

    In this Daily Editorial, we sit down with Brien Leni, Founder and Editor of the Junior Stock Review and creator of Field Notes on YouTube. As the precious metals equity market shifts from a "rising tide lifts all boats" environment to a highly selective landscape, Brien provides a grounded perspective on where the true value lies in 2026. We delve into the evolving criteria for successful junior mining investments, exploring why spectacular news is now required for market rewards and how the ongoing conflict in the Middle East is reshaping the outlook for energy and gold. Brien shares his disciplined approach to portfolio management and provides a deep dive into the technical and strategic milestones that signal a company is ready for a major re-rating.   Click here to visit the Junior Stock Review website to keep up to date on what Brian is investing in - https://www.juniorstockreview.com/ Click here to watch the latest Field Notes video - https://www.youtube.com/@FIELD_NOTES   ---------------- 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.

    26 min

  2. 21 HR AGO

    Talisker Resources – Mustang Mine Production Update, Bralorne West and Olympus Development, Upcoming Resource Estimate, 105,000 Meter Drill Program Commenced

    Terry Harbort, President and CEO of Talisker Resources (TSX: TSK) (OTCQX:TSKFF), joins us for an production and exploration update at the Mustang Mine, to outline the development towards Bralorne West and over at Olympus, the recently announced 105,000 meter drill program, and to review the work going into the upcoming Mineral Resource Estimate (MRE) and Preliminary Economic Assessment (PEA) at their 100% owned Bralorne Gold Project in British Columbia.   Terry outlined the areas of ramp-up in production at the Mustang Mine, currently accessing about 6 ore faces at the 1040 and 1030 levels, with the plan to eventually get down to the 1015 and 980 levels later this year. The mining has been coming from the Alhambra Vein, BK Vein, and BK-9870 Vein, with plans to also begin accessing the Brumbie Vein in the next couple of months.   The Company has successfully transitioned over to shipping ore to Ocean Partners in Q1, with over 5,000 tonnes currently being crushed, and market updates on gold payables slated for the next couple of weeks.   Development work is continuing from the main area of the Mustang Mine over towards Bralorne West, with about 150 meters to go to be able to start accessing ore faces over in that part of the deposit.    As operations continue ramping up, expanding up to 500 tpd later this year, that the plan is then to keep developing over to increase mining from more areas including from Bralorne West to increase operations to 750-1,000 tpd about 2 years out.   Then further out the initiative is to put in a second portal into the historic Pioneer mining area to access the Olympus Mine to the southeast of the Mustang Mine, moving throughput up to the eventual target of 1,500 tpd.   Additionally, we explore how the mining process will be further upgraded utilizing ore-sorting technology by Q3 of this year. This ore-sorting will allow for shipping higher-grade material, with less associated waste, making it even more economical to be shipped to Ocean Partners.   All 2025 diamond drilling assays have now been received and are being incorporated into the vein model wireframes, which will feed into the upcoming resource estimate and Preliminary Economic Assessment (PEA). Talisker has engaged SGS Canada Inc. to complete a National Instrument 43-101 compliant Technical Report incorporating a Mineral Resource Estimate and the PEA for the Bralorne Gold Project. The MRE is targeted for Q2, and will update the estimate in the Company’s current Technical Report (completed in 2023) and incorporate an additional 138 drill holes (representing 31,093m of drill core), as well as the depletion of areas already mined by Talisker at the Mustang Mine in 2025. In addition, Talisker has engaged third-party consultants to complete studies regarding mining, infrastructure, process, capital and operation costs, as well as economic studies. The information from these studies will be provided to SGS for review and incorporation in the PEA, expected to be completed during Q3 2026.   On April 21, 2026, Talisker Resources announced that the Company has increased its diamond drill program from 30,000 metres to 105,000 metres. The program will consist of 83,000 metres of resource conversion drilling at the Mustang, Bralorne West and Olympus areas and 22,000 metres of exploration drilling targeting veins at Congress and Pioneer Deeps.  Terry further unpacks the goals of this largest drill program to date at each of these areas and how this will set the company up for its growth initiatives for years to come.   If you have any follow up questions for Terry regarding Talisker Resources, then please email me at Shad@kereport.com.   In full disclosure, Shad is a shareholder of Talisker Resources at the time of this recording, and may choose to buy or sell shares at any time.    Click here to follow the latest news from Talisker Resources     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, and companies profiled may be sponsors of the KE Report.

    19 min

  3. 1 DAY AGO

    Joel Elconin - Assessing Market Mania: The Intersection of AI, Earnings, and Momentum

    In today’s Daily Editorial, I am joined by Joel Elconin, co-host of the Pre-Market Prep show and founder of the Stock Trader Network. Joel provides an breakdown of a market that seems increasingly detached from geopolitical conflict, choosing instead to focus on robust earnings and technical momentum. We dive into why the "risk-on" sentiment remains dominant and what the recent "V-shaped" recovery tells us about investor psychology in 2026. Key discussion points include: Geopolitical Resilience and Oil Dynamics: How the market is successfully discounting higher oil prices and the closure of the Strait of Hormuz, fueled by a domestic supply shift. The AI Trade Evolution: A look at the divergence and subsequent recovery between AI hardware leaders and software providers as the market re-evaluates the "SaaS-pocalypse." Retail Mania and Meme Stock Momentum: Assessing the return of "buy-the-dip" euphoria across speculative names, crypto, and large-cap tech. Earnings Season Expectations: Why forward guidance and capital expenditure (CapEx) on AI infrastructure will be the ultimate judge of this rally's sustainability. Defensive Rotations: Analyzing the current weakness in the US Dollar and gold, and whether a rotation back into consumer staples and value is on the horizon. Companies & Symbols Mentioned: NVIDIA (NVDA), Microsoft (MSFT), Apple (AAPL), Alphabet (GOOGL), Amazon (AMZN), Meta (META), Tesla (TSLA), Marvell (MRVL), Micron (MU) Salesforce (CRM), ServiceNow (NOW), Broadcom (AVGO), Bitcoin (BTC), United States Oil Fund (USO), SPDR Gold Shares (GLD), iShares Silver Trust (SLV).   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/   --------------- 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

  4. 1 DAY AGO

    Mike Larson - What’s The Deal With Markets Today? Oil Up & Everything Else

    In this Daily Editorial, I am joined by Mike Larson, Editor-in-Chief at MoneyShow, to dissect a puzzling day in the markets where equities and oil are rising in tandem despite ongoing tensions in the Middle East. Mike provides a deep dive into the "muscle memory" of modern investors and whether the current resilience is sustainable. Key discussion points include: Geopolitical Decoupling: Why Wall Street appears to be looking past the conflict in Iran and the closure of the Strait of Hormuz, opting to price in a "diplomatic resolution" rather than a wider war. The Power of the "Taco Trade": A look at the persistent success of the "buy the dip" strategy that has rewarded investors throughout the current administration, even in the face of inflationary pressures. Earnings over Everything: How double-digit gains across the banking and transport sectors are providing the fundamental floor needed to keep the S&P 500 at all-time highs. Precious Metals Digestion: An analysis of the short-term correction in gold and silver following their historic run-up, and why the long-term bull case remains intact. The Rotation to Industrial Metals: Why savvy traders are pivoting toward copper and other "strategic" metals as supply chain risks and AI infrastructure demand hit a fever pitch.   Click here to find out about the upcoming MoneyShow conferences - https://www.moneyshow.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.

    20 min

  5. 1 DAY AGO

    Andina Copper - Exploration Update: Drill Results From Cobrasco, Colombia, & Piuquenes, Argentina

    In today's Company Update, we are joined by Joe van den Elsen, President and CEO of Andina Copper (TSX.V:ANDC - OTCQX:PMMCF). Following a series of drill results, Joe provides a comprehensive look at the growing scale of the Cabrasco and Piuquenes projects (Colombia and Argentina respectively) and the strategic vision for the remainder of 2026. Key Discussion Points: Cabrasco Drill Success: A breakdown of the recent results from Colombia, including consistent long widths of mineralization and the significance of defining a massive conceptual footprint. Piuquenes Project Advancements: Insights into the second gold-rich porphyry system identified in Argentina and how the latest step-out holes are validating the project's volume potential. Path to a Maiden Resource: Joe explains the company’s philosophy on when to move toward a formal resource estimate and why hitting specific tonnage thresholds is critical for market valuation. Permitting and Social License: An overview of the operating environment in Colombia and how local partnerships are facilitating an aggressive 40-pad drilling program. Financial Position and Market Momentum: A look at the company’s cash balance following a $27.5 million raise and the factors driving recent share price appreciation.   If you have any questions for Joe and his team you can email me at Fleck@kereport.com.    Click here to visit the Andina Copper website - https://www.andinacopper.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.

    18 min

  6. 2 DAYS AGO

    Nick Hodge – Takeaways From Scottsdale Capital Event, Investing Strategies in Gold, Copper, Lithium, Uranium, And Critical Minerals Stocks

    [Recorded April 21st, 2026]  Nick Hodge, Co-Owner of Digest Publishing and editor of Foundational Profits and Underground Alpha, joins us for our monthly longer-format discussion on different macroeconomic factors and market reactions to the war in the Middle East, his key takeaways from the 13th annual Scottsdale Capital Event, and investing strategies in select gold, copper, lithium, uranium and critical minerals stocks in tantalum, antimony, and rare earths.   Nick discussed how after big runs over the last year in gold and gold equities that he had elected to apply a pruning and planting strategy, in cutting back position sizing from being overweight in GDXJ, Royal Gold, Inc. (NASDAQ: RGLD), Versamet Royalties Corporation (TSX: VMET), and some other precious metals stocks to raise cash that can be deployed on either pullbacks or into other sectors.   Shifting over to the energy side of critical mineral stocks, Nick highlighted some of the copper, lithium, and uranium names that have had his attention lately.   With the copper stocks, Nick highlighted the steep March corrections and then the recent bounces higher in many copper producers, like Ivanhoe Mines (TSX: IVN) (OTCQX: IVPAF). He highlighted the acquisition of Arizona Sonoran Copper Company Inc. (TSX:ASCU | OTCQX:ASCUF) by Hudbay Minerals Inc (TSX, NYSE: HBM) and how that may be used as a good case study and lens for consideration of other advanced assets and what kind of projects and jurisdictions interest the senior producers. Nick pointed out that 2 of the copper developers with good investor engagement, solid pounds in the ground resources, and good fundamentals that were attending the recent Scottsdale conference were Gunnison Copper Corp. (TSX: GCU) (OTCQB: GCUMF) and Aldebaran Resources Inc.  (TSX-V: ALDE) (OTCQX: ADBRF).     Nick pointed out that lithium prices have been on the move higher and flagged the recent high-grade Li resource estimate released this week by Q2 Metals Corp. (TSX.V: QTWO) (OTCQB: QUEXF).   Last month he was adding more to his position in North Shore Uranium Ltd. (TSX-V:NSU), and he reiterated the constructive macro drivers behind more growth and adoption of nuclear power and the need for new uranium discoveries.   We then pivoted from the “energy metals” over to growing investor interest in the “defense metals” like tungsten, tantalum, antimony, and rare earths.   Nick also flagged PMET Resources Inc. (TSX: PMET) (ASX: PMT) (OTCQX: PMETF) as a company that not only has a world-class lithium project, but also compelling cesium and tantalum resources for a suite of critical minerals.   He mentioned Energy Fuels Inc. (NYSE American: UUUU) (TSX: EFR) as a company has accumulated on pullbacks, for their exposure to domestic production and processing of both uranium and rare earths.   Perpetua Resources Corp. (Nasdaq: PPTA) (TSX: PPTA), is a company he’s supported for over a decade for the interest in both their gold and antimony resources, and he pointed out that it has been the antimony kicker that has gained the project more traction with investors, and expedited the permit approval process last year.    Click here to follow Nick’s analysis and publications over at Digest Publishing       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, and companies profiled may be sponsors of the KE Report.

    30 min

  7. 2 DAYS AGO

    Dryden Gold – Webinar Replay – Comprehensive Exploration Update At Gold Rock, Hyndman, and Sherridon

    Trey Wasser, CEO, and Maura Kolb, President of Dryden Gold Corp (TSX.V: DRY) (OTCQX: DRYGF), joined us for a KER Webinar video, where we reviewed the key exploration targets that have been worked on last few seasons, as well as the most up-to-date drill results at the Elora-Jubilee and Big Master and trends at the Gold Rock Camp, and at the Hyndman and Sherridon regional targets, across their Dryden Gold District, in Northwestern Ontario, Canada.   Trey kicked things off with an overview of the key members of the management team, strategic shareholders, institutional investors, and sector coverage.  He also reviewed the financial health of the company and the equity finance announced April 14th. We discussed the high-grade drill results from this year’s drill program, confirming the thesis around the 3 geological deformation faults and folds at the Elora-Jubilee and Big Master trends at the Gold Rock Camp. Maura displayed these drill results within the context of 3D modeling tools live for webinar attendees. The potential for similar types of deposits exist along the multi-kilometer Gold Rock mineralized trend, in a “string-of-pearls” thesis, where the Mud Lake area will be the next target tested with drilling in 2026. We’ll dive into the initial groundwork and drilling at the Hyndman regional area, with a fresh take on new results just released today on April 21st. Trey and Maura reiterated the importance of the large soil sampling and channel sampling programs across their district-scale land package, and how it will inform follow up targeting, when used in concert with geophysical surveys. We also recapped what was learned from the first 3 drill holes that were put into the Sherridon regional area last season, which is hosted within a large geophysical anomaly and a strike length of five kilometers, and what the follow up ground work will be. There is an extended Q&A session at the end where participants were able to get their questions fielded by Trey and Maura.     If you have any questions for Trey or Maura regarding Dryden Gold, then please email them into us at  Fleck@kereport.com or Shad@kereport.com.   In full disclosure, Shad is a shareholder of Dryden Gold at the time of this recording, and may choose to buy or sell shares at any time.   Click here to follow the latest news from Dryden Gold   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, and companies profiled may be sponsors of the KE Report.

    1hr 2min

  8. 2 DAYS AGO

    Geiger Energy – Recapping Winter Drilling At Hook-ACKIO, Preparing For Summer Drilling At The Flagship Aberdeen Project

    Dr. Rebecca Hunter, CEO of Geiger Energy Corp. (TSXV: BEEP) (OTCQB: BSENF), joins us to discuss recent winter drilling at the Hook-ACKIO Project in Saskatchewan and the upcoming summer drill season for the flagship Aberdeen Project in Nunavut.       Rebecca outlines the step out drilling along trend into multiple pods at ACKIO, as well as the new uranium mineralization intersection at south ACKIO, shows the prospectivity of this area for real upgrade and expansion potential.    Key Highlights From Winter Drilling At ACKIO:   Three mineralized zones intersected in AK26-148 New mineralization at 80 m supports upper-lens expansion, while the high-grade lens at 186 m strengthens lower-lens grade potential Maximum counts up to 11,491 cps using a Triple Gamma Probe at 202 m in 10 m high-grade lens Continuity confirmed to the south in pods 3, 4 and 5 Mineralization remains open along strike, supporting further expansion potential   Next we shifted focus over to the upcoming 2026 summer exploration program their 100% owned Aberdeen Project in the Thelon Basin of Nunavut, Canada.   Their team is currently mobilizing equipment to camp, where the plan is for roughly a 10,000 meter exploration program using 2 drills to follow up and test both basement-hosted and unconformity-style uranium mineralization targets across Aberdeen.   Tatiggaq will get roughly 4,000 meters to extend known mineralization and test a new area discovered away from the main deposit, which could represent a new uranium pod. Loik will get roughly 4,000 meters and possibly 15+ holes testing for unconformity-style uranium mineralization The potential of 2,000 meters will test the Nymeria target, and other unconformity targets across Aberdeen.     If you have any follow up questions for Rebecca about Geiger Energy, then please email them into us at Fleck@kereport.com or  Shad@kereport.com.   Click here to follow the latest news from Geiger Energy   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, and companies profiled may be sponsors of the KE Report.

    17 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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