The KE Report

KE Report
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The 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 their investments.

  1. 19 HR. AGO

    Weekend Show - Dana Lyons & Joe Mazumdar - Investing In Markets & Metals Stocks: Here’s What’s Outperforming, Major Gold Companies Earnings Recap

    Welcome to The KE Report Weekend Show!    This weekend show is a balance between investing in markets and metals stocks. We get insights from a Fund Manager sharing where his models are telling him the best opportunities are, and a well known newsletter writer highlighting the metals stocks that are outperforming and recapping the major miner earnings.    If you enjoy the weekend show please go back through our website (https://www.kereport.com/), Podcast (https://rebrand.ly/KER-Podcast) and YouTube Page (https://www.youtube.com/@theKEReport) to listen to all our market commentary and company interviews. Please subscribe and leave us a review as well.   Segment 1 & 2 - Dana Lyons, Fund Manager and Editor of The Lyons Share Pro to discuss current market trends and his outlook for the rest of the year. Dana provides insights on the bifurcated market performance, noting that large-cap growth stocks continue to lead. He shares his outlook for the rest of the year, emphasizing the importance of following quantitative models for decision-making. The conversation also touches on interest rate-sensitive sectors, dividend opportunities, and the potential for a global market catch-up. Dana highlights the relative strength of sectors like technology, financials, aerospace, and global markets hedged against currency risks. Additionally, the discussion covers the performance of gold stocks and the potential for silver and copper miners to catch up. Click here to take advantage of the Anniversary Sale at the Lyons Share Pro website.   Segment 3 & 4 - Joe Mazumdar, Editor of Exploration Insights joins us to for a comprehensive overview of copper investments, major earnings reports in the gold sector, and the challenges and opportunities for investing in West African gold producers. Joe shares his observations from a recent trip to Africa, exploring the investability of West African gold jurisdictions, the impact of security risks, and the importance of infrastructure for mining projects. We also dive into the copper exploration landscape in Namibia and Zambia and evaluate the involvement of Western and Chinese companies in the region. Additionally, Joe analyzes the latest earnings reports from major gold companies, discussing the factors influencing market reactions and the future prospects for gold producers. Click here to visit the Exploration Insights website to follow along with Joe.

    54 min

  2. 1 DAY AGO

    Joel Elconin - US Markets Selloff To End The Week: Where’s The New Leadership?

    Joel Elconin, Co-Host of the PreMarket Prep Show joins us to offer an in-depth analysis of recent market movements. As the S&P 500 hit new all-time highs earlier in the week, it quickly reversed with a significant sell-off observed on Thursday and Friday.    Joel delves into the contributing factors, including key economic data releases like lower-than-expected existing home sales and declining sentiment surveys. We also cover the impact of corporate earnings reports and policy changes on market sentiment, particularly focusing on stocks like Palantir which saw dramatic shifts due to external pressures, CEO stock sales, and sector rotations.    Joel explains the importance of understanding valuations and the concept of 'lost leadership' in the market. The conversation covers themes like sector rotation, the potential for increased unemployment, rising inflation, and how these factors create a 'triple whammy' impacting economic stability.    Joel also touches on alternative investment strategies, such as moving assets into bonds, gold, or money markets, as safe havens.   Click here to visit Joel’s PreMarket Prep website.

    17 min

  3. 1 DAY AGO

    Northisle Copper & Gold - North Island Project Update: PEA Released, 2025 Exploration And Growth Plans

    Sam Lee, President and CEO of Northisle Copper & Gold (TSX.V:NCX) joins me to discuss the recently updated Preliminary Economic Assessment (PEA) for the North Island Project, on Vancouver Island, B.C., highlighting key financial metrics including a C$2 billion after-tax net present value (NPV) at a 7% discount rate and an after-tax internal rate of return (IRR) of 29%, at base case metals prices of Copper $4.20 and gold $2,150.    The discussion delves into the two Phase project execution, breaking down initial capital requirements pegged at approximately US$850 million for Phase 1, which results in a payback period of 1.9 years. Sam also touches upon projected cash flows, with Phase 1 expected to generate around US$300 million annually, and Phase 2 about US$200 million. Additionally, he elaborates on the significance of the project's location and existing infrastructure, which drastically lower overall costs.    For this year’s exploration, key targets, including the West Goodspeed discovery from last year and the Pemberton Hills area. Sam emphasizes the need for a systematic approach to marketing efforts to bridge the gap between intrinsic and market valuation.   Please email me any follow up questions for the team at Northisle. My email address is Fleck@kereport.com.   Click here to visit the Northisle Copper & Gold website to learn more about the Company and North Island Project.

    26 min

  4. 1 DAY AGO

    Inflection Resources - Drill Results From The Trangie and Duck Creek Properties, AngloGold Ashanti Exploration Partnership Update

    Alistair Waddell, President and CEO of Inflection Resources (CSE:AUCU - OTCQB: AUCUF) joins us to recap the drill results from the Trangie and Duck Creek released on February 4th.    We delve into the recent drill results from the Trangie and Duck Creek Projects and explore why the results from the Trangie Project garnered significant market interest, leading to notable stock price movements. These projects are situated in the prolific Macquarie Arc, in eastern Australia, known for its major copper-gold porphyry systems. Alistair explains the geological context of their exploration, the specific targeting and drilling methodologies used, and the significance of the results achieved.    He also discusses the Company's strategic partnership with AngloGold Ashanti, focusing on the progress of the A$10million Phase 1 stage and the outlook for other projects to be added to Phase 2 of the exploration agreement.    Alistair then sheds light on upcoming plans, including follow-up drilling at Trangie and additional step-out drilling at Duck Creek.   If you have any follow up questions for Alistair please email us at Fleck@kereport.com and Shad@kereport.com.    Click here to visit the Inflection Resources website to learn more about the Company.

    14 min

  5. 1 DAY AGO

    Riverside Resources - Blue Jay Gold Spin-Out Update, Ontario Gold Projects

    John-Mark Staude, President of Riverside Resources (TSX.V:RRI & OTCQB:RVSDF) and Geordie Mark, CEO of Blue Jay Gold, join me to outline the plans for 2025, focusing on the gold, silver, and copper assets and royalties in North America.     A significant highlight is the upcoming spin-out of Blue Jay Gold, which will hold Riverside's Ontario properties, Pichette, Oakes, and Duc. The Blue Jay Gold spin-out is expected to be finalized by April-May, leading to new exploration and potential high-grade gold discoveries in Canada. For all three projects Geordie outlines the historical and future work planned for this year.   John-Mark also discusses this year’s active drilling programs in Mexico with partners like Fortuna Mining and other ongoing projects involving porphyry copper in Mexico and exploration in British Columbia.   Click here to visit the Riverside Resources website.

    14 min

  6. 2 DAYS AGO

    Michael Belkin - Which Large Gold Stocks Is Michael Buying?

    Michael Belkin, Editor of the Belkin Report and Belkin Gold Stock Forecast joins me to discuss the run higher in gold and gold stocks, the role of central banks in driving the gold price, and the opportunities for investment in underperforming gold and silver stocks.    Michael explains his unique forecasting model, which uses time series analysis to predict market movements. He elaborates on his focus areas, which include large-cap gold stocks, as well as emerging opportunities in mid-cap gold and silver stocks.    We also discuss the current lack of attention from big institutional investors toward the gold sector and speculate on what might shift this trend. Despite this, Michael is optimistic about the future and emphasizes the importance of focusing on the stocks that offer the best buying opportunities.   The Belkin Gold Stock Forecasts are available at: BGSF    Discount Coupons are available upon request for KER listeners. Contact Marc at marcb@hyperpyron.com.

    23 min

  7. 2 DAYS AGO

    Aztec Minerals - 2024 Exploration Results Summary: The Highest Grade Silver Intercept Ever

    Simon Dyakowski, President and CEO of Aztec Minerals (TSX.V:AZT - OTCQB:AZZTF) joins me to recap the 2024 drill program at the Tombstone Project in Southern Arizona. Encompassing 3,000 meters, Simon shares insights into new discoveries and expanded areas, particularly highlighting the high-grade silver hit in the Southern Extension zone.    He discusses the implications of Hole 16, which interested 1.5 meters of 44.7 g/t gold and nearly 3,700 g/t silver, the highest grade silver intercept to date on the project. Additionally, Simon outlines findings in the Westside Area and the continued potential of the Contention Main Zone.    He explains future drilling priorities, prospective mineralized dikes, CRD targeting, and the strategic focus for both gold and silver-rich zones.   Please email me any questions you have for Simon. My email address is Fleck@kereport.com.    Click here to visit the Aztec Minerals website.

    14 min

  8. 2 DAYS AGO

    Exploits Discovery - 2025 Exploration Update: Bullseye and Gazeebow South Projects, Newfoundland

    Jeff Swinoga, President and CEO of Exploits Discovery (CSE:NFLD - OCTQX:NFLDF - FSE:634) joins me to provide an overview of the Company's recent drilling results at the Bullseye Project and future plans at the Gazeebow South.   The discussion kicks off with the Bullseye Property, where recent drilling results intersected high grade gold of over 25g/t. Jeff elaborates on the multi-targeted exploration strategy and what the plants are for this year.    The conversation then shifts to the Gazeebow South Property, a large project north of Bullseye. Jeff outlines past and upcoming exploration activities, such as extensive tilling programs aimed at identifying drill targets. This asset will be a major focus for the Company this year.     Additionally, Jeff introduces Doug Cater, the new Chair of the board, highlighting his background in the mining industry.   If you have any follow up questions for Jeff please email me at Fleck@kereport.com.    Click here to visit the Exploits Discovery website to read over the news release and learn more about the Company.

    10 min
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Ratings & Reviews

4.2
out of 5
10 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 their investments.

Information

  • Creator
    KE Report
  • Years Active
    2022 - 2025
  • Episodes
    100
  • Rating
    Clean
  • Copyright
    © Copyright 2023 All rights reserved.
  • Show Website
    The KE Report

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