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

December 4, 2025 21 mins

In this update, Garrett Ainsworth, President and CEO of District Metals (TSX.V:DMX | OTCQX:DMXDF | Nasdaq First North:DMXSE SDB), addresses the recent stock sell-off and multiple new large and high priority targets across their Swedish uranium assets.

Key Discussion Points:

  • New Target Generation - Large Mobile MT surveys across Alum Shale properties highlighting large drill targets.
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Nick Hodge, Co-Owner of Digest Publishing and editor of Foundational Profits and Underground Alpha, joins us for a longer-format discussion with macroeconomic factors, veteran stock tips and opportunities in select silver, gold, lithium, and copper stocks.

 

We start off discussing the break in silver to all-time highs, coming out of the mid-October through mid-November corrective move in the precious metals sector.  Nick points ou...

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In this company introduction, we chat with Michael Dehn, Executive Chairman of Total Metals (TSX.V:TT | OTCQB:TTTMF | Frankfurt:04N).

Michael introduces the newly listed company and its portfolio of high-grade gold and VMS projects in the prolific Red Lake District. We discuss the upcoming $9 million financing designed to launch an aggressive 2026 drill program, starting in January at the Electrolode VMS project, and accelerating e...

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In this company update, Mike Burkey, VP of Corporate Development at Sitka Gold (TSX.V:SIG | OTCQB:SITKF | Frankfurt:1RF), recaps the final 2025 drill results from the Blackjack, Eiger and Saddle zones, aimed at expanding the 2.8 million ounce resource at the RC Gold Project.

We discuss successful resource extensions at the Blackjack and Eiger zones, the value of the Saddle Zone in reducing the strip ratio, and the confirmation of i...

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In this editorial, Dave Erfle, Founder and Editor of the Junior Miner Junky, breaks down the explosive move in silver, now approaching $60/oz, and the technical long-term target of $96/oz.

We analyze the macro tailwinds and examine the Pre-Feasibility Study (PFS) from Thesis Gold (TSX-V:TAU). The PFS reveals exceptional economics, with an After-Tax NPV of $2.37 Billion (at base case $2,900 Gold and $35 Silver). Dave also covers the...

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Andrew Pollard, President and CEO of Blackrock Silver (TSX.V:BRC – OTCQX:BKRRF), joins us to discuss the final set of diamond core drill assays, from this year’s exploration program, stepping out into the Eastern Expansion area at their 100% owned Tonopah West project located in West-Central Nevada, United States.  The Eastern Expansion Program was a follow-up to the Company’s reverse-circulation scout drill program at Tonopah West...

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Recorded December 1st, 2025:  Erik Wetterling, Founder and Editor of The Hedgeless Horseman website, joins me to outline any adjustments that he is making to the value proposition in 3 gold exploration stocks, based around recent press releases and milestones.

 

He sees this newsflow and fundamental catalysts as much more relevant for any changes to the company’s valuation (either up or down), rather than the improving sentiment wi...

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In this breaking update, Anthony Margarit, President and CEO of K2 Gold (TSX.V:KTO | OTCQB:KTGDF | FSE:23K), confirms receipt of the long-awaited exploration permit for the Mojave Project in California.

The Company is fully funded for its initial Phase I drill program, thanks to the recent exercise of over 30 million warrants, boosting the treasury to $10.8 million. We discuss the immediate roadmap for drilling, which commences in ...

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Mark Brennan,  Founder, CEO, and Director of Cerrado Gold Inc (TSX.V: CERT) (OTCQX: CRDOF), joins me to review their Q3 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, and unpack the key upcoming development catalysts at the Lagoa Salgada VMS Project in Portugal and the Mont Sorcier Iron-Vana...

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In this daily editorial, Craig Hemke, Founder and Editor of TF Metals Report, breaks down the historic acceleration in precious metals, with Silver surging over 15% in November and now approaching $60/oz.

Craig argues this sustained move is fundamentally different from past spikes and serves as a "front run" to major bullish developments anticipated in 2026. We analyze the glaring valuation disconnect in mining shares - despite rec...

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In this editorial, we are joined by Richard "Doc" Postma to discuss the massive move in precious metals, with Silver surging over 15% in November.

Doc breaks down the technical indicators suggesting we are in an "acceleration phase" similar to 2011. We discuss the glaring valuation disconnect between soaring metal prices and lagging mining equities, explaining why developers using conservative price assumptions offer deep value. Do...

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In this company introduction, we sit down with Joaquin Marias, President and CEO of Argenta Silver (TSX.V:AGAG | OTCQB:AGAGF | FRA:T1K).

Joaquin shares the story behind acquiring the El Quevar project in Salta Province, Argentina - a high-grade, pure silver asset that sat dormant for nearly a decade. We discuss the nature of the deposit, which boasts an indicated resource of over 45 million ounces at nearly 500 g/t silver, and the ...

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In this update, Brian Martin, SVP at OceanaGold (TSX:OGC - OTCQX:OCANF), breaks down the company's record Q3 financial results and strong free cash flow generation.

We discuss the operational setup for a robust fourth quarter, growth at the Haile Gold Mine, and the significance of the recent draft approval for the Waihi North project in New Zealand. Brian also outlines the compelling valuation case and details the confirmed plan to...

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James Anderson, CEO of Guanajuato Silver (TSX.V:GSVR – OTCQX:GSVRF), joins me to highlight their recently announced transformational acquisition of the Bolanitos Gold-Silver Mine from Endeavour Silver, and to review the key takeaways from Q3 2025 operations and financials.  We also end the discussion getting his technical outlook on the recent price action, and supply/demand fundamentals for silver.  

 

On November 24th Guanajuato ...

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    In this Thanksgiving weekend edition of The KE Report, we first sit down with Dave Erfle to dig into the current consolidation in gold and silver, the surge in quality juniors, and what could still go wrong. In the second half, Josef Schachter breaks down why natural gas looks fundamentally stronger than oil, how LNG, data centers, and storage trends are reshaping the market, and where dividend and growth investors can find value i...

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    Shane Williams, President and CEO at West Red Lake Gold Mines (TSX.V:WRLG – OTCQB:WRLGF), joins us to field a wide array of questions and detailed discussion with updates on the mid-Q4 underground operations, mining, and milling, capital allocation projects, and exploration updates during the ongoing ramp-up towards commercial production at their 100% owned Madsen Mine.  Madsen is located in the Red Lake Gold District of Northweste...

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    In this Daily Editorial, we are joined by Marc Chandler, Managing Partner at Bannockburn Global Forex and Editor of the Marc to Market website.

    Marc breaks down the massive moves in the precious metals market to end the month, with Silver surging over 7% to break $57/oz and significantly outperforming Gold. We discuss the macro drivers behind this rally, primarily the shift in market sentiment which is now pricing in an ~80% chance...

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    In this update, Tim Clark (CEO) and Bryan Atkinson (SVP Exploration) of Fury Gold Mines (NYSE/TSX:FURY) discuss the company's aggressive 10,000-meter drill program at Eau Claire and recent exploration success at the Sakami Project.

    The team provides a roadmap for resource expansion and addresses the current valuation disconnect, highlighting the significant underlying value of their equity position in Dolly Varden Silver relative t...

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    In this company update, we sit down with Greg McCunn, President and CEO of Great Pacific Gold (TSX.V:GPAC - OTCQX:GPGCF - Frankfurt:V3H). Greg breaks down the latest high-grade drill results from the Wild Dog property in Papua New Guinea and outlines the company’s multi-asset value creation strategy. We discuss the ongoing drill program, the strategic potential of the Kesar project next to K92 Mining, and the upcoming key dates for...

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    Glenn Jessome, President & CEO of Silver Tiger Metals (TSX.V:SLVR – OTCQX:SLVTF), joins us to review the major news released November 7th which announced that the Company has secured all of the required approvals and permits from the Mexican Federal Environmental Department (“SEMARNAT”) to construct the El Tigre Stockwork Silver-Gold Project in Sonora, Mexico.  We also discuss the upcoming underground PEA, set for January of ne...

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