The KE Report

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 the markets.

  1. 8 HR AGO

    Dakota Gold - Richmond Hill Exploration Results And Timeline Of Key Development Catalysts For 2026 Through First Pour In 2029

    Jack Henris, President and COO, and Shawn Campbell, CFO of Dakota Gold (NYSE American: DC), both join us for an exploration and development update on their Richmond Hill Oxide Heap Leach Gold Project; located in the historic Homestake District of South Dakota, near existing mining infrastructure. We review all the drill results from 2025 and 2026 that will be incorporated into the upcoming resource estimate and the timeline of key development studies that will feed into updated project economics. We also highlight the upcoming drill program at their Maitland Gold Project, which will lead into an eventual resource estimate.   We start off reviewing more broad zones of gold mineralization that were announced from in recent drill results at Richmond Hill. Jack highlighted that the results being intercepted in the Northeast Project area contain much higher grades than the average overall resource grade. These results are encouraging their team to consider trade-off studies for the upcoming Pre-Feasibility Study (PFS), to potentially access these higher-grade areas in the first several years of mining.   On April 21, the company announced the 2026 Drill Campaign at the Richmond Hill Oxide Heap Leach Gold Project, which consisted of 109 holes with a combination of infill, expansion and geotechnical drilling.  The campaign is expected to be completed in the third quarter of this year, with a steady string of assay results anticipated over the balance of the year.   Richmond Hill is one of the largest undeveloped oxide gold resources in the United States being advanced by a junior mining company, with over 6 million ounces of gold and over 60 million ounces of silver moving along the pathway of development into heap leach production as soon as 2029. Principle Projects are on Private Land which equates to a positive attribute for efficient permitting with State and County organizations.   The Company will complete a Pre-Feasibility Study for Richmond Hill in the later part of 2026.   With the resource expansion drilling in the north intersecting significantly higher grades than resource cutoff. This resource drilling will be complimented with an extensive metallurgical test program, so that the Company will undertake a PFS with a focus on the first ten years of mining. This work will allow the Company to report reserves in 2026 and will inform the Feasibility Study to be completed in the first half of 2027.   The Company will launch a 2026 Maitland drill campaign of 5,578 meters (18,300 feet) in 44 holes.   The goal of this infill drilling, when combined with historic drill results, will be to define a maiden resource for the Tertiary-aged Unionville gold Zone.     Jack and Shawn highlight how these robust gold and silver resources, advantageous site infrastructure, ease of permitting on private land, and robust project economics, point to a future low-cost, long-life mining operation that can deliver high margins and generate meaningful revenues. We also review the potential for a rerating in valuation metrics when looked at through the lens of peer gold developer comparisons.     If you have any questions for Jack or Shawn regarding Dakota Gold, then please email those to us at Fleck@kereport.com or  Shad@kereport.com.   In full disclosure, Shad is a shareholder of Dakota 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 Dakota 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.

    17 min
  2. 12 HR AGO

    Joel Elconin - Tech Earnings Recap: Big Revenue Growth, CapEx Spending Continues, Markets Extending All-Time-Highs

    On this Daily Editorial, we’re joined by Joel Elconin, co-host of the PreMarket Prep show and founder of the Stock Trader Network. With major tech players like Microsoft, Google, Amazon, and Meta reporting this week, the conversation centers around the unprecedented earnings growth and massive investments in AI infrastructure. Is the market overreacting to capital expenditures, or is there a longer-term play here? We dive into the shift between software and hardware stocks and the broader implications for the economy as companies continue to bet big on the AI revolution. Key Discussion Points Big Tech Earnings Explosion: Analyzing the double-digit percentage revenue and earnings growth from the week’s major reports. AI Infrastructure vs. Software: Exploring the market’s reaction to high capital expenditures and the emerging divide between hardware and software performance. Diversity and Resilience: A look at how diversified tech giants like Google and Amazon are faring compared to more focused players like Meta. The Long-Term AI Bet: Discussing the risks of overcapacity and the potential for AI to create a lasting competitive moat for early adopters. Market Outlook Beyond Tech: Examining current trends in heavy equipment, crude oil’s impact on transport stocks, and the latest from the Fed.   Stocks Mentioned: MSFT, GOOGL, AMZN, META, NVDA, MU, WDC, CAT, DE, RCL   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.

    16 min
  3. 15 HR AGO

    Onyx Gold - Munro-Croesus Project, Ontario: Multiple Gold Discoveries, 110,000 Meter Drill Program Underway

    In this Company Update, we are joined by Brock Colterjohn, President and CEO of Onyx Gold (TSX.V: ONYX | OTCQX: ONXGF). With a massive 110,000-meter drill program currently underway, Onyx Gold is rapidly advancing its flagship Munro-Croesus project in Ontario, following a string of high-grade discoveries over the past 4 years.  Key Discussion Points: Munro-Croesus Project Overview: An introduction to the flagship property located in the heart of the Timmins gold camp, featuring the high-grade past-producing Croesus Mine. The Power of Consolidation: How Onyx Gold successfully assembled a district-scale land position by executing over 35 transactions since 2019. Argus North Discovery: Insight into the significant 2024 and 2025 drill results, including intercepts of 208 meters at 2.3 g/t gold. Strategic Financial Positioning: A breakdown of the company's strong cash position of approximately $22 million and its clean capital structure. Multi-Project Pipeline: The Company holds a portfolio of projects, 3 in the Timmins Gold Camp in Ontario (Munro-Croesus Property) and 4 projects in the Yukon.   Click here to visit the Onyx Gold website - https://onyxgold.com/    Please email me with any follow up questions for Brock. My email address is Fleck@kereport.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.

    30 min
  4. 1 DAY AGO

    Maple Gold Mines - >5Mil Oz Gold Resource Update, Ongoing Expansion Drilling Throughout The Year

    In this Company Update, I sit down with Kiran Patankar, President and CEO of Maple Gold Mines (TSX.V: MGM | OTCQB: MGMLF). Following a resource update released on April 27, 2026, Kiran discusses the company’s evolution over the last four years and the goal to continue to grow the almost 5.2mil oz gold resource (indicated + inferred) at the Douay/Joutel Project in Quebec’s prolific Abitibi region. Key Interview Highlights: Significant Resource Growth at Douay: Learn how the team increased contained metal by over 50% in the indicated category and established a 4-million-ounce foundation at the Douay project. The Rebirth of the Joutel Mine Complex: Discover the strategic importance of the Joutel underground resource, a past-producing high-grade complex. Optimized Open-Pit Strategy: Understand the more conservative gold price and lower cutoff grades to improve strip ratios and enhance the project’s eventual development trajectory. Aggressive 2026 Drill Program: Kiran outlines the current 23,000 meter program and plans for an additional fully funded 70,000-meter drill campaign. Technical De-risking and Economics: An overview of when the company will work on a Preliminary Economic Assessment (PEA).   Please email me your follow up questions for Kiran. My email address is Fleck@kereport.com.    Click here to visit the Maple Gold Mines website to learn more about the Company.    -------------------- 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
  5. 1 DAY AGO

    Fury Gold Mines - High-Grade Drill Results At Eau Claire & The Path To Development

    In this Company Update, we are joined by Tim Clark, President and CEO, and Bryan Atkinson, Senior Vice President of Exploration, of Fury Gold Mines (TSX: FURY | NYSE American: FURY). The team provides a deep dive into the latest high-grade drill results from the Eau Claire Project and outlines the company's strategy to move down the development path for the remainder of 2026. Key discussion points include: Recent High-Grade Drill Results: An analysis of the latest 12.5 g/t gold intercept over 7 meters and what these "infill" holes outside the current block model mean for the overall resource scale. Resource Expansion and Grade Improvement: How the company aims to convert inferred resources to indicated while adding ounces to the upcoming Pre-Feasibility Study (PFS). The Impact of Record Gold Prices: Insights into how current market conditions are being factored into economic assessments and the potential for a significantly higher internal rate of return. Strategic Team Additions: The significance of bringing on Mario Courchesne as VP of Project Development to lead the transition from exploration into a production-focused mindset. 2026 Exploration Outlook: A look at the ongoing 40,000-meter drilling program and the timeline for the resource update expected later this year.   If you have any follow up questions for Tim or Bryan please email me at Fleck@kereport.com.    Click here to visit the Fury Gold Mines website to learn more about the Company and read over the recent news - https://furygoldmines.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
  6. 2 DAYS AGO

    Craig Hemke - Gold & Silver: Navigating Historically High Prices in a Low-Sentiment Market

    In this Daily Editorial, I sit down with Craig Hemke, Founder and Editor of the TF Metals Report, to break down the current state of the precious metals sector. Despite gold and silver holding at historically high price levels, the market is grappling with a significant loss of momentum and a puzzling lack of investor interest. Key discussion points: The Disconnect in Sentiment: Why the market feels "boring" and range-bound despite gold and silver maintaining strong historical price floors. Collapsing Open Interest: An analysis of the dramatic drop in COMEX open interest - reaching 20-year lows - and what this thin liquidity means for future volatility. Rising Costs for Miners: A look at the upcoming earnings season and the potential of higher costs being forecasted.    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.

    16 min
  7. 3 DAYS AGO

    Erik Wetterling – Value Proposition In BCM Resources, Dryden Gold, and Sonoro Gold

    Erik Wetterling, Founder and Editor of The Hedgeless Horseman website, joins us to review the value proposition that has his attention from recent corporate news and strategies from 3 gold explorers that have recently press-released significant company milestones.   >> The companies we discussed in the interview are:   BCM Resources Corporation (TSXV: B) – On April 27, 2026 the Company announced completion of its first diamond core drill hole of the 2026 Thompson Knolls Phase 4 exploration campaign. Hole TK15, a vertical hole collared approximately 250 m southwest of Hole TK8, reached a depth of 3,995.5 feet (1,219 m), a record depth for the project. This hole was designed to test the extension of skarn Cu-Au-Ag-Mo mineralization previously encountered in Hole TK8 (please refer to the Company's news release dated May 24, 2023).  Extensive intervals of pyroxene-diopside skarn were encountered within strongly marbleized dolomites beginning at the top of bedrock at approximately 1,950 feet (594.5 m) and continuing to a depth of approximately 3,900 feet (1,188.7 m) at which point quartzite became the dominant lithology.   Dryden Gold Corp. (TSXV: DRY) (OTCQX: DRYGF) (FSE: X7W) – On April 27, 2026 the company announced that as a result of excess demand it is increasing the previously announced (April 14, 2026) non-brokered equity financing to include up to an aggregate of 23,000,000 common shares for aggregate proceeds of up to $9,716,280.   The Company is pleased to announce that in connection with the Upsized Financing, Centerra Gold Inc. will the exercise their 'top-up right' to retain their 9.9% interest in the Company as granted within the investor rights agreements, dated December 17, 2024. Centerra will purchase 2,305,000 common shares issued under the charity flow-through portion of the financing. The Company is also pleased to announce that Alamos Gold Inc., will purchase 2,410,000 common shares issued under the charity flow-through portion of the financing. Alamos currently holds an aggregate of 23,003,326 common shares of the Company, representing a security holding percentage of 10.46%. At Closing Alamos will hold an aggregate of 25,413,326 common shares of the Company maintaining its 10.46% ownership of the outstanding shares of the Company.   ** To view the KE Report Webinar with Dryden Gold on April 21st click below: https://youtu.be/7uYen-20Hx4   Sonoro Gold Corp. (TSXV: SGO | OTCQB: SMOFF | FRA: 23SP) – On April 27, 2026 the Company announced that it has closed its previously announced oversubscribed, non-brokered private placement of 50,833,334 units at $0.24 per unit, for gross proceeds of CAD $12,200,000.  As previously announced, net proceeds of the Offering will be used to complete a two phase 50,000-meter drilling program at the Company’s flagship Cerro Caliche gold project in Sonora, Mexico. The program will focus on infill drilling to further explore larger intervals of higher-grade gold mineralization identified in prior drilling campaigns. Expansion drilling is also scheduled at the recently acquired northern extensions to confirm potential structural continuity of the project’s northwest trending mineralized corridors.     * In full disclosure, some companies mentioned by Erik in this interview, are positions held in his personal portfolio, and also may be site sponsors of The Hedgeless Horseman website at the time of this recording.]   Click here to follow Erik’s analysis over at The Hedgeless Horseman 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. 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.

    14 min
  8. 3 DAYS AGO

    Luca Mining – FY2025 and Q1 2026 Operations and Financials, Metallurgical Studies, New COO, And Expanded Exploration Programs

    ng mines in Mexico. Production reflected stable operations at Campo Morado and the continued ramp-up of underground mining and processing activities at Tahuehueto. The company is also engaged in ongoing metallurgical testing to improve recovery rates and future payability for their 5 metals, and 3 concentrates; with an emphasis on gold and silver recoveries.   2025 Highlights   Transformational Operational Growth: Tonnes mined and milled increased 53% and 51%, respectively, to 1.01 million tonnes, reflecting higher throughput and improved operational stability across both Campo Morado and Tahuehueto. Strong Multi-Metal Production Growth: Increase throughput resulted in significant growth across key metals, with silver production up 69%, zinc up 72%, lead up 53%, andcopper up 37% compared to 2024.  As a result, Luca achieved revised guidance for all metals produced, including payable silver production above the top end of revised guidance. Strategic Investment in Mine Development: Sustaining capital expenditures increased to $27.3 million as the Company accelerated underground development and exploration programs designed to improve mine sequencing, access higher-grade zones, and support long-term production reliability. Strong Financial Performance: Revenue increased 103% to $176.8 million from $87.2 million in 2024, whileAdjusted EBITDA increased 226% to $46.0 million, compared to $14.1 millionin 2024, driven by higher production levels and stronger realized precious metal prices. Significant Balance Sheet Improvement: The Company reduced loans payable from $17.0 million at December 31, 2024 to $3.3 million at December 31, 2025, representing a reduction of more than 80% during the year. As of the date of this MD&A, outstanding loans payable have been further reduced to $1.4 million.  Exploration Programs Reinitiated to Support Resource Growth: During 2025, the Company reinitiated exploration activities across its projects for the first time in more than a decade.  To date, approximately 30,140 metres of exploration drilling have been completed, improving geological understanding of the deposits, identifying additional mineralized zones, and supporting potential resource expansion. These exploration programs represent an important step towards unlocking additional value within the Company’s asset portfolio and establishing a pipeline of future growth opportunities   Q1 2026 Operational and Financial Results Update: During the first quarter of 2026, the Company completed approximately 10,058 metres of drilling. Exploration activities were primarily focused on near-mine and resource expansion targets, achieving the objectives of extending mine life and improving production flexibility at the Company’s operating assets. Operationally the company was on strong footing, with solid operating performance and strong silver production in a favorable price environment. The Company remained focused on operational improvements at both mines, with particular emphasis on Campo Morado which is moving into an expansion study towards a technical report in the second half of 2026. That company announced on March 9th the appointment of Nick Shakesby as Chief Operating Officer (“COO”), effective April 1, 2026. Luca has also strengthened its technical team to advance and execute on optimization and growth initiatives, including the Campo Morado Expansion. As of March 31, 2026, Luca’s cash position increased to approximately $36.4 million, compared to $25.5 million at year-end 2025. The increase was primarily driven by strong operating cash flow, supplemented by approximately $2.1 million in proceeds from warrant and option exercises and net realized gains of approximately $3.6 million from silver call options. These options were implemented to re-establish exposure to silver prices in light of the silver stream at Tahuehueto. As previously disclosed in the Company’s Q4/25 financial results, debt has been reduced to approximately $1.4 million, with the remaining balance expected to be fully repaid by mid-2026.   Click here to follow the latest news from Luca Mining     If you have any question for Dan regarding Luca Mining, then please email those into me at  Shad@kereport.com.   In full disclosure Shad is a shareholder of Luca Mining at the time of this recording and may choose to buy or sell shares at any time.   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.

    13 min

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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.

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