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. 2H AGO

    Cosa Resources – 3 of 5 Drill Holes Return Anomalous Radioactivity Readings at the Murphy Lake North JV with Denison Mines

    Keith Bodnarchuk, President and CEO, and Andy Carmichael, VP of Exploration of Cosa Resources Corp. (TSXV: COSA) (OTCQB: COSAF) (FSE: SSKU) , both join me to review the news released on March 24th and today on April 13th which announced anomalous radioactivity in multiple drill holes and completion of the winter 2026 drilling program at the Company’s Murphy Lake North Project (MLN).  Both MLN and Darby are joint ventures between Cosa and Denison Mines Corp. (TSX: DML) (NYSE American: DNN) and are located 3kms east of IsoEnergy’s Hurricane Deposit, and 10kms west of Cameco’s Cigar Lake Mine and respectively, in the eastern Athabasca Basin, Saskatchewan. Cosa is the operator of both projects and holds a 70% interest with Denison holding a 30% interest in each.   Highlights   Radioactivity intersected in three drill holes Radioactivity remains open in multiple directions including for at least 600 metres along strike to the east and 600 metres to the west within the larger kilometre-scale Cyclone alteration zone MLN26-013 intersected 5.0 metres of anomalous radioactivity up to 13,900 CPS1 in the upper basement approximately 260 metres vertically from surface Depth of the radioactivity is shallow at approximately 260 metres vertically from surface Cyclone trend structural corridor is over 100 metres wide and hosts significant alteration consistent with major eastern Athabasca uranium deposits MLN Winter Drilling Approach   Winter drilling at MLN followed up structure and alteration intersected at the Cyclone trend in summer 2025. Five drill holes totaling 2,015 metres were completed during the program with three drill holes intersecting anomalous radioactivity. The first drill hole of the program, MLN26-013, intersected the strongest radioactivity including a 5.0 metre interval of continuously anomalous radioactivity in the upper basement. Two holes were completed to directly follow up radioactivity in MLN26-013. Two additional holes were completed to define underlying geology ahead of summer drilling and follow up another radioactive intersection. All drill holes were completed on Section 3200E.   Drilling determined the Cyclone trend is underlain by a package of graphitic and non-graphitic pelitic gneisses and quartzite over 100 metres in width. The full width of the mineralized structural corridor is unknown as additional prospective graphitic rocks may lie north and south of current drilling.   Next Steps   The Company and its Joint Venture partner, Denison Mines, will be finalizing summer plans in the coming weeks. The drill remains on site for rapid startup when drilling resumes this summer. Assays for all winter drill holes remain outstanding.   If you have any questions for Keith or Andy regarding Cosa Resources then please email them into me at Shad@kereport.com   * In full disclosure, Shad is a shareholder of Cosa 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 Cosa 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.

    15 min
  2. 5H AGO

    TG Watkins - Market Resilience: Technical Indicators Signalling a Major Market Inflection Point

    In this Daily Editorial, we are joined by TG Watkins, Director of Stocks at Simpler Trading and Editor of the Profit Pilot website. Despite a weekend of tense geopolitical news involving the U.S. and Iran, the markets have shown remarkable resilience. TG breaks down the technical reasons why the current price action reminds him of past "tariff tantrums". Key discussion points include: Market Resilience and Geopolitical Noise: An analysis of why the markets are seemingly shrugging off tensions in the Strait of Hormuz and what the "ceasefire" news means for near-term price action. The Return of Speculative Assets: Why the bottoms may be in for high-risk sectors like crypto and cannabis, and the specific signals indicating that speculative money is ready to move back in. Big Tech and Growth Sector Analysis: A deep dive into the "Magnificent Seven" and why individual names like Microsoft and Amazon are providing better setups than the broader indices. Breadth and Technical Indicators: Understanding the significance of 20-day and 50-day moving average breath and how positive divergences are signaling an internal market recovery. The Pullback Strategy: TG outlines his expectations for a "hard pullback" to shake out weak hands and why he views any dip toward key support levels as a primary buying opportunity. Stocks & ETFs Mentioned: $SPX, $RSP, $BITO, $MSTR, $MSOS, $MJ, $NTLA, $PRME, $MAGS, $FNGU, $MSFT, $AMZN, $GOOG.   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.

    17 min
  3. 8H AGO

    FireFox Gold - Mustajärvi Drill Results: Expanding the East Zone and Connecting High-Grade Discoveries

    In this Company Update, we are joined by Patrick Highsmith, Chairman and Co-Founder of FireFox Gold (TSX.V: FFOX | OTCQB: FFOXF). Patrick provides an in-depth look at the latest drill results from the Mustajärvi Project in Finland, specifically focusing on the systematic expansion of the East Zone and the high-grade potential being uncovered across the property. Key discussion points include: Systematic Expansion at Mustajärvi: An overview of the 22 holes announced to date and how the team is using "fence drilling" to fill in gaps and define the limits of mineralization. High-Grade Intercepts in the East Zone: A breakdown of recent results, including significant runs of 13 meters at 6.29 g/t and 10 meters at 3.5 g/t gold, and what these mean for the upcoming resource estimate. Connecting the Zones: The strategic plan to drill the 1.1-kilometer gap between the East and Northeast Zones, including the highly anticipated testing of the "Triangle Target." Depth and Scale Potential: Insights into the structural controls of the deposit and the untapped potential as the company begins testing targets deeper than the current 300-meter average. Corporate Leadership Update: An introduction to the newest member of the Board of Directors, Martin Ripp, and the financial expertise he brings to the team.   Any further questions for Patrick? Email me at Fleck@kereport.com.   Click here to visit the FireFox Gold website to learn more about the Company - https://www.firefoxgold.com/   Drilling Map  Cross Section   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.

    21 min
  4. 2D AGO

    Weekend Show - Rick Bensignor & Dana Lyons - Why Technicals Trump the News in Uncertain Times: Markets, Oil, Gold, Bitcoin

    In an era of relentless headlines and geopolitical shifts, market veterans Rick Bensignor and Dana Lyons join the show to cut through the noise. This Weekend Show focuses on the transition from overextended growth toward tactical cash reserves and defensive positioning, highlighting why the charts - not the news - provide the most reliable roadmap for investors today.   Segment 1 & 2 - Rick Bensignor, President of Bensignor Investment Strategies, shares his insights on current market volatility and his approach to portfolio management in times of uncertainty. He discusses the recent short-covering rally in the S&P 500, analyzes technical levels for oil and gold, and offers guidance on balancing long-term investing with short-term trading. Click here to visit the In The Know Trader website - https://intheknowtrader.com/   Segment 3 & 4 - Dana Lyons, a fund manager and editor of Lyons Share Pro, analyzes current market technicals following a volatility-inducing ceasefire headline. He discusses a "hurdle" recovery pattern, highlighting bullish setups in semiconductors and Latin American markets while maintaining a cautious, reduced exposure to metals and energy equities. 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.

    1h 9m
  5. 2D AGO

    Troilus Mining – Basic And Detailed Engineering Studies Highlight A Gold-Copper Project Of Scale, Capital Stack Coming Together, Permitting Progress, And Exploration Upside

    Justin Reid, President and CEO of Troilus Mining Corp. (TSX: TLG) (OTCQX: CHXMF) (FSE: CM5R), joins me for a comprehensive update on all the derisking work going into the basic and detailed engineering, permitting, near-mine and regional exploration, and raising the capital stack on a project of scale at the Gold-Copper Troilus Project located in northcentral Quebec, Canada.    Project Execution Progress Highlights   Basic Engineering completed, and Detailed Engineering advancing across all major disciplines. Integrated EPCM structure formalized with BBA Consultants, in partnership with EBC Inc. for construction management integration. Expanded geotechnical and metallurgical validation programs underway to enhance design certainty. Early contractor engagement and independent third-party technical review advancing across key process and design areas. Expanded, construction-ready leadership team in place, with contractor and supplier engagement progressing in parallel. Site readiness accelerating through continued pit dewatering, camp expansion to 200 personnel, and infrastructure upgrades aligned with development planning.   Geotechnical Program A comprehensive geotechnical investigation program has been underway since Fall 2025 and will continue through Spring 2026. Drilling and site characterization across key plant and infrastructure areas are refining foundation design parameters and earthworks planning, directly strengthening schedule and cost certainty.   Metallurgical and Process Optimization Additional metallurgical and process testwork has been undertaken to further validate plant design assumptions, including ore hardness characterization and recovery performance. This work supports equipment sizing confirmation, operational ramp-up planning, and long-term plant reliability.   We note that at present there are already 13 million gold equivalent ounces in all categories in place at the deposit; but that the 22 year projected mine life and robust economics are presently only factored on roughly half of these resources.  There are currently 7 million ounces in reserves, which are the ounces that the economics and engineering is based upon; but clearly there are plenty of resources not yet factored in that will allow the project to either grow to a larger throughput, or they will further extend the mine life.   The potential for large future copper production, in concert with the gold and silver, has been integral in building out the capital stack with ECAs and MCAs, getting offtake agreements in place, and in bringing in key investors into the most recent capital raise.    On March 17, 2026, Troilus Mining Corp. announced that it has signed a Memorandum of Understanding (“MOU”)with Boliden Commercial AB, a leading European base and precious metals mining and processing company, for the long-term offtake of copper-gold concentrate from the Company’s Troilus Project. Justin mentions that their team has high confidence that other components for cost overrun facilities, and the potential of a strategic equity holder, or royalty or stream are coming together into the capital stock and the final combination will be presented to the market later this year.   Switching over to the permitting progress, on June 25th the Company announced that it had officially filed the Environmental and Social Impact Assessment (“ESIA”) with both the Government of Québec and the Government of Canada. The submission of the ESIA marked a major milestone in the development of the Troilus Project, representing the culmination of over five years of comprehensive baseline studies, robust technical evaluations, and meaningful engagement with Indigenous and local communities. Permitting should time out with remaining economic studies and engineering for a construction decision later in 2026.   Wrapping up we discussed the 40,000 meters that will be focused on near-mine resource growth, high-grade target definition, and regional exploration across its 435 km² land package. Drilling is progressing on a combination of mine-plan optimization targets and previously identified regional opportunities generated during the 2025 field program.     If you have any questions for Justin regarding Troilus Gold, then please email them over to me at Shad@kereport.com.   In full disclosure, Shad is a shareholder of Troilus Gold at the time of this recording, and may choose to buy or sell shares at any time.   Click here to follow along with the latest news from Troilus 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.

    27 min
  6. 3D AGO

    Marc Chandler - Market Reaction to Middle East Tensions, the Case for Gold, the Future of the Petro-Dollar

    In this Daily Editorial, we are joined by Marc Chandler, Managing Partner at Bannockburn Global Forex and Editor of the Marc to Market website. Following a volatile week defined by shifting geopolitical tensions in the Middle East and a significant "gap higher" in the markets, Marc provides a masterclass on the current macroeconomic landscape. We explore whether the recent ceasefire news is a signal for investors to "buy the dip" or a temporary reprieve in an ongoing shift in global power. Key Discussion Points: Geopolitical Impact on Market Technicals: Marc analyzes the S&P 500 and Dollar Index movements surrounding the Iran-Israel tensions, explaining why the markets may have already anticipated recent developments before the headlines hit. The Changing Dynamics of Global Trade: A look at the implications of Iran’s new tolls in the Strait of Hormuz and how the lack of adherence to the UN Law of the Sea by major players could alter maritime trade forever. De-dollarization and the "Petro-Dollar" Narrative: Marc addresses the University of Chicago’s three-prong definition of money and explains why the U.S. Dollar remains the "plumbing" of the financial system despite the rise of alternative settlement currencies. Central Bank Gold Accumulation: Why nations are moving into gold, and the potential impact of the U.S. revaluing its gold holdings under a new Federal Reserve leadership. Inflation Data and Fed Policy: An analysis of the latest CPI jump to 3.3% and why the Federal Reserve remains "stuck" between a slowing job market and rising energy prices.   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.

    22 min
  7. 4D AGO

    Cerrado Gold – 2025 Financials At Minera Don Nicolas, Exploration Update, Lagoa Salgada EIA, and Upcoming Mont Sorcier Feasibility Study

    Mark Brennan, Founder, CEO, and Director of Cerrado Gold Inc (TSX.V: CERT) (OTCQX: CRDOF), joins me to review their full year 2025 financial and operational metrics at the producing Minera Don Nicolas (MDN) gold mine in Argentina.  We discuss the aggressive 70,000 meter exploration program on tap for MDN into 2026, review the permitting process at the Lagoa Salgada VMS Project in Portugal and the key development catalysts on tap at the Mont Sorcier Iron-Vanadium project in Quebec.   2025 Financial Highlights   Annual Production for 2025 of 50,238 Gold Equivalent Ounces (“GEO”); and AISC of US$1,746 per ounce, in line with guidance 2026 Production guidance of 50,000 to 60,000 GEO weighted to H2/26 Adjusted EBITDA of $22.3 million for Q4, and $46.1 million for the full year AISC of $1,391 during Q4 vs $1,953 in Q4/24 due to higher production Completed hedging program provides full future leverage to high gold prices Focus remains on ramping up underground production during Q2/Q3, while water availability returns heap leach production to nameplate capacity and lower unit costs Extensive operational optimizations are completed and underway to reduce unit costs and expand production capabilities  70,000 meter Exploration Program positioned to support resource growth at MDN with four new owner-operated drill rigs currently turning at surface. Additionally underground is set to commence in the next couple of months.   Mark and I review their Minera Don Nicolas producing gold project in Argentina, and the combination of heap leach and underground gold equivalent ounce production for the quarter. With improved crushing for the quantity of ore being put on the leach pads and the contribution of new higher-grade areas from the underground mining running through the CIL plant, this will help reduce down unit costs in 2026.  We highlight how the ongoing 70,000 meter drill program will be looking to extend mine life in a substantial way and find new high-grade areas for future mine sequencing.   Next we got an update on the ongoing work from the previously announced unfavourable opinion of the environmental impact assessment (EIA) for the Lago Salgada VMS Project in Portugal. This ‘unfavourable opinion’ was issued after expiry of statutory deadline under Portuguese EIA legislation. The Company maintains its position that the project has been tacitly approved. Mark reiterated that the purported unfavorable opinion was issued despite the project being the first mining project in Portuguese history to receive unanimous favourable opinion for the Project by all 17 people that make up the Technical Evaluation Committee. The Company is working on a resolution and will update the market when it has more information.   Moving on to the Mont Sorcier Iron Project in Quebec, there are final workstreams feeding into the Bankable Feasibility Study slated for release here in Q2 of 2026. Recent metallurgical test work has reaffirmed the potential to produce high-grade and high-purity iron concentrate grading in excess of 67% iron with silica and alumina content below 2.3%, which gets a premium in the iron marketplace.  The NPV(8%) of the is project in the prior PEA was US$1.6Billion, so even at a very low multiple being applied to this Project, it more than underpins the current market cap that the company is currently receiving, and yet the market cap doesn’t even fully reflect the gold production asset.   We wrap up discussing the underappreciated valuation that the company is receiving for the both the producing MDN mine in Argentina, the development-stage Lagoa Salgada and large Net Present Value of the Mont Sorcier Project.     If you have questions for Mark regarding Cerrado Gold, then please email those to me at Shad@kereport.com.   In full disclosure, Shad is a shareholder of Cerrado Gold at the time of this recording, and may choose to buy or sell shares at any time.   Click here to see the latest news from Cerrado 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.

    19 min
  8. 4D AGO

    Joel Elconin - When News and Price Are Telling Different Stories, What Should We Believe?

    In this Daily Editorial, we welcome back Joel Elconin, Co-Host of the Pre-Market Prep Show and Founder of The Stock Trader’s Network, to dissect a market that remains remarkably resilient despite global volatility and confusing geopolitical headlines. Joel drives home that investors must prioritize price action over personal opinion, especially as markets react to shifting news regarding the potential "tease-fire" in the Middle East. Key Discussion Points: Resiliency and Price Action: We discuss why the market continues to lean bullish, rewarding any signs of de-escalation in the Israel-Lebanon conflict despite sketchy details. The Crude Oil Floor: A look at the dramatic $20 drop in crude oil prices and why Joel believes energy will eventually stabilize at a higher baseline than in previous years. The Great AI Divergence: An analysis of the widening gap between hardware "picks and shovels" companies and the struggling software sector. Sector Winners and Breakaway Gaps: Insights into why utilities ($XLU) are hitting all-time highs and the technical significance of the recent breakaway gaps in the S&P 500 ($SPY).   Click here to visit Joel’s PreMarket Prep website - https://www.premarketprep.com/ Click here to visit the Stock Trader Network - https://www.stocktradernetwork.com/   Stocks & Symbols Mentioned: S&P 500 ($SPY), Crude Oil ($CL), NVIDIA ($NVDA), Palantir ($PLTR), Oracle ($ORCL), Salesforce ($CRM), ServiceNow ($NOW), Seagate ($STX), Western Digital ($WDC), Marvell ($MRVL), Applied Optoelectronics ($AOI), Corning ($GLW), Lumentum ($LITE), and Utilities ETF ($XLU).   ----------------- 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

Ratings & Reviews

4.4
out of 5
14 Ratings

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.

You Might Also Like