The KE Report

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 the markets.

Episodes

May 1, 2025 43 mins

Akiba Leisman, President and CEO of Mako Mining (TSX.V:MKO – OTCQX:MAKOF), joins me to review the Q4 and full-year 2024 financial metrics and Q1 operations results from the San Albino Mine in Nicaragua, along with some residual leaching from the recently acquired Moss Mine in Arizona.  We also unpack the anticipated mining to begin at the Moss Mine in late May, and what to anticipate for the several months of ramp up of increased p...

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Brian Leni, Founder and Editor of Junior Stock Review, joins us to share his investment thesis on Hot Chili (ASX:HCH, TSX.V:HCH, OTCQX:HHLKF), a copper-gold developer in Chile with a unique value proposition.

 

While the Costa Fuego project alone justifies a higher valuation, it’s Hot Chili’s water rights that could be the game-changer according to Brian. Brian also discusses why he believes investors are overlooking Hot Chili’s op...

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Jason Jessup, CEO and Director of Magna Mining (TSX.V: NICU) (OTCQB: MGMNF), joins me for an operations and exploration update at the producing McCreedy West copper mine in Sudbury, Canada.  We also review the ongoing exploration and development work at the Levack Mine, working towards and updated resource estimate in Q3 and mine restart plan by year-end.  There are currently 5 drill rigs turning between the 2 properties.

 

We kick...

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In this episode I introduce a new energy story to the show: Jericho Energy Ventures (TSX.V:JEV - OTC:JROOF - FRA:JLM).

 

I’m joined by Brian Williamson, CEO of JEV, for a comprehensive look at the company’s evolution from conventional energy operations to next-generation infrastructure.

 

Key Themes Discussed:

  • Oil & Gas Foundations: Jericho’s portfolio includes low-decline, cash-flowing assets in central Oklahoma, develop...
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Jordan Roy-Byrne, CMT, MFTA, Editor of The Daily Gold, joins us to for a wide-ranging discussion on the technical outlook in gold and silver, the ongoing divergence between the rally in the gold versus the US general equity markets and 60/40 portfolio, gold vs CPI, GDX versus US equities, and the value still to be found in precious metals equities for the longer-term, after this pullback is completed. 

 

Key topics covered include:

...

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Roger Rosmus, Founder, CEO, & Director of Goliath Resources (TSX.V: GOT) (OTCQB: GOTRF) and Randall Karcher PHD student at the Colorado School of Mines, both join me to review the recent detailed geological study that was recently completed by the Colorado School of Mines, utilizing a compilation of drill holes and geological data. Conclusions of the geological study confirm a new interpretation of the ore forming process of hi...

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Justin Reid, President and CEO of Troilus Gold Corp. (TSX: TLG) (OTCQX: CHXMF), joins me for a comprehensive update on a key project financing milestone building up the capital stack, additions to personnel with ongoing derisking initiatives, detailed engineering underway, permitting progress, political tailwinds, and more drilling success at the Gold-Copper Troilus Project located in northcentral Quebec, Canada.

 

Troilus announce...

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In this KE Report Daily Editorial, I welcome back Darrell Fletcher, Managing Director of Commodities at Bannockburn Capital Markets, for an in-depth discussion on the broad selloff across commodity markets and what’s driving the recent shift in sentiment.

 

Key Theme: Uncertainty is dominating commodity markets and driving capital outflows, even in the face of a weaker U.S. dollar.

 

Discussion Highlights:

  • Read more
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Francois Motte, CFO of Aclara Resources (TSX: ARA), joins me to provide an update on the company’ work plans in Brazil, Chile and the US. 

 

Aclara is advancing its Carina Module in Brazil and Penco Module in Chile, while also moving forward with a U.S. based rare earth separation facility. This is all during a critical shift in global trade dynamics and rare earth supply chains.

 

Francois also discusses how recent U.S.-China trad...

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I’m joined by Garrett Ainsworth, President and CEO of District Metals (TSX.V:DMX - OTCQB:DMXCF - Nasdaq First North: DMXSE SDB), to break down the newly announced resource estimate at the Viken Deposit in Sweden. With 1.5 billion pounds of U₃O₈ at 161 ppm, Viken now ranks as the second-largest uranium deposit in the world.

Key topics covered:
  • Major upgrade from the 2014 historical estimate with 44%...
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Gwen Preston, VP of Communication at West Red Lake Gold Mines (TSX.V:WRLG – OTCQB:WRLGF), joins us to review the achievements to date, including the completion of the Connection Drift and the final processing of the Bulk Sample this week at the Madsen Mine and Mill, in the Red Lake district of Ontario, Canada.

 

We start off reviewing that the test mining bulk sample has finished running through the mill this week, as the initial f...

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Dave Erfle - Money Rotation Into Gold Juniors, M&A, and Silver's Setup

 

In this KE Report interview, Dave Erfle, founder and editor of Junior Miner Junky, joins us to explore the recent rotation from senior gold producers to juniors, what it means for the broader bull market, and how M&A and fund flows are shaping the precious metals narrative. Dave breaks down key technical signals, fund positioning, and stock-specific st...

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John Miniotis, President and CEO and David O’Connor, Chief Geologist of AbraSilver Resource Corp (TSX: ABRA) (OTCQX: ABBRF), join us to review the final batch of drill assays their Phase IV exploration program, returning higher grades over long mineralized intercepts from step-out drilling at the JAC Extension, at their wholly-owned Diablillos property in Salta Province, Argentina.    They are now moving towards an updated Resource...

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Erik Wetterling, Founder and Editor of The Hedgeless Horseman website, joins us to discuss opportunities he is seeing emerge in advanced gold developers as they enter the second wave higher of the Lassonde Curve.

 

We discuss the potential rerating opportunities present in company valuations, considering the higher underlying gold prices, improving economics of development-stage projects, and the potential for higher profit margins...

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Craig Hemke, Founder and Editor of TF Metals Report, joins us to break down shifts in gold and silver market dynamics. Gold continues to trade around the $3,300 level with extreme daily volatility, yet Commitment of Traders (CoT) data is revealing highly unusual trends. Craig also shares his insights into whether banks and commercials are now positioning themselves for a long-term trend change in the gold market.

 

In this intervie...

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I am joined by Dave Lewis, Vice President of Exploration at Kuya Silver (CSE: KUYA | OTCQB: KUYAF | FSE: 6MR1), for an in-depth update on the Company’s ongoing exploration activities at the Silver Kings Project in Ontario. Dave provides context on how Kuya is systematically building towards a multi-zone resource at Silver Kings while advancing production and exploration in Peru.

 

Following recent conversations with CEO David Stei...

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Randy Smallwood, President and CEO of Wheaton Precious Metals (TSX | NYSE | LSE: WPM), outlines the company’s multi-year growth strategy and discusses how the streaming model is uniquely positioned to thrive in today’s precious metals market.

 

Randy shares how Wheaton is entering a major growth cycle, targeting a 60% increase in production by 2031, supported by a robust balance sheet ($829M in cash, no debt) and four new mines be...

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Welcome to the KE Report Weekend Show!

 

On this weekend's show, we take a step back from the daily market noise to focus on the broader trends in the gold and energy sectors. We explore how investors are positioning across the commodity equity spectrum, from large-cap producers to junior explorers, and highlight key developments on the production side that could influence both prices and sentiment moving forward.

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Robert Sinn, (aka Goldfinger on CEO.ca and CeoTechnican on X) and publisher of Goldfinger Capital on YouTube and Substack, joins me for a wide-ranging discussion on macroeconomic market movers as well as his fundamental and technical outlook on gold, silver, copper, and their related resource stocks.

 

There are a range of topic covered which include:  The Trump administration’s policy on tariffs, the US dollar, and interest rates,...

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Ian McGavney, President and CEO of Colibri Resources (TSX.V:CBI – OTC:CRUCF), joins me to provide a comprehensive exploration update from the recent drill program that wrapped up in Q1, and a look ahead to the coming test mining and bulk sample, Maiden Resource Estimate, and Preliminary Economic Assessment (PEA) on tap for this year on their Pilar Gold Silver JV Project located in Sonora Mexico.

 

We start off having Ian recap the ...

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