Weekend Show – Matt Geiger & Brien Lundin – Precious Metals Portfolio Strategy: What Stocks To Hold And Where To Rotate
Precious metals rebound, copper positioning, and insights from the New Orleans Investment Conference This week’s Weekend Show dives deep into the current phase…
Graphene Manufacturing Group – THERMAL-XR®, G® Lubricant, Battery Development Updates: Australian Distribution Agreement, Answering Your Questions
In this KE Report Company Update, we’re joined by Craig Nicol, Founder and CEO of Graphene Manufacturing Group (TSX.V:GMG – OTCQX:GMGMF), for a detailed…
Dave Erfle – Gold And Silver Stocks Rebounding Some This Week, But Valuations Still Have A Lot Of Room To Catch Up To Record Precious Metals Prices
Dave Erfle shares his technical and fundamental outlook on the gold and silver prices up near record levels, and then the recent rebound in the precious metals stocks. While the PM stocks have done quite well this year, they’ve still not come close to factoring in the huge economic implications of these higher underlying metals prices into their current valuations.
Vizsla Silver – Panuco Feasibility Overview: After-Tax NPV (5%) of US$1,802 million, After-Tax IRR of 111%, Initial Costs of US$173 million
Vizsla Silver just released its Feasibility Study for the Panuco Project (Nov 12). Mike Konnert, President & CEO of Vizsla Silver (TSX:VZLA, NYSE:VZLA), walks…
Erik Wetterling – Silver Tiger Metals Receives First Mexican Open-Pit Permit In Years, and Exploration Fundamentals Versus Warrant Pressure In Altamira Gold
Erik Wetterling, The Hedgeless Horseman, reviews the news out today about Silver Tiger Metals receiving their open-pit permit from Mexico and what that means to valuation and other developers in Mexico. We also review Altamira Gold’s interesting value arbitrage between the fundamental exploration news and the warrant expiration effect in the share price.
Omai Gold Mines – More Exploration Results Continue Expanding Resources At Wenot Project, Derisking Work Building Into Updated Combined PEA
Elaine Ellingham, CEO of Omai Gold Mines (TSX.V: OMG) (OTCQB: OMGGF), live at the NOIC event last week with a comprehensive exploration update, expanding upon the 6.5 million ounces of gold in all categories, from the combined Wenot and Gilt Creek Projects at the Company’s 100%-owned Omai Gold Project in Guyana, South America.
Dakota Gold – Initial Assessment with Cash Flow and Ongoing 27,500m Exploration Program At Richmond Hill and Optionality At The Maitland Gold Project
Dr. Robert Quartermain, Co-Chairman, Director and CEO of Dakota Gold (NYSE American: DC), joined us for an update, live from the New Orleans Investment Conference, on their Richmond Hill Project and Maitland Gold Project. Both projects are located in the historic Homestake District of South Dakota, near existing mining infrastructure.
Santacruz Silver – NASDAQ Stock Uplisting Process Underway, and A Comprehensive Q3 Operations Review In Bolivia and Mexico
Arturo Préstamo Elizondo, CEO of Santacruz Silver Mining Ltd. (TSXV: SCZ) (OTCQX: SCZMF), joins me unpack the coming uplist onto the Nasdaq exchange, and to delve into the details of Q3 2025 operational results across their portfolio of producing mines in Bolivia and Mexico.
Heliostar Metals – A Self Funded Developer In Mexico, Building a Cash-Flowing Growth Story
In this KE Report company update – recorded live from the floor of the New Orleans Investment Conference – I speak with Stephen Soock,…
Scottie Resources – Key Takeaways From The Preliminary Economic Assessment Released For Scottie Gold Mine Project, Update On Bulk Sample, Exploration, and Ore Sorting
Brad Rourke, CEO, and Thomas Mumford, President of Scottie Resources (TSX.V:SCOT – OTCQB:SCTSF), review the key aspects of the Preliminary Economic Assessment (PEA) released to the market on October 28th. Additionally, we get an update on the bulk sample progress, the 2025 drill program, and the feasibility-level ore sorting study underway at the Scottie Gold Mine Project; located in the Golden Triangle of British Columbia.
Metallic Minerals – Comprehensive Update On The Yukon Gold Alluvial Claims, Keno Silver Project, and La Plata Copper-Silver-PGM Project
Scott Petsel, President of Metallic Minerals (TSX.V:MMG – OTCQB:MMNGF), with a comprehensive review of completed and slated work programs at the gold alluvial claims in the Yukon, the Keno Silver Project, and the La Plata Copper-Silver-PGM Project in Colorado.
AbraSilver Resource – Next Batch Of Gold Assays Returned From Phase 5 Drilling At Oculto East, Expanding Mineralization At The Diablillos Project
John Miniotis, CEO of AbraSilver Resource Corp (TSX: ABRA) (OTCQX: ABBRF), review the next batch of gold and silver drill assays announced October 28th, from the ongoing Phase V exploration program; which has been mostly focused on the Oculto East and JAC zones at their wholly-owned Diablillos property in Salta Province, Argentina.
Blackrock Silver – First Set Of Core Drill Assays From Eastern Expansion Step Outs That will Feed Into Expanded Resource Estimate And Updated PEA In Q1 2026
Andrew Pollard, CEO of Blackrock Silver (TSX.V:BRC – OTCQX:BKRRF), discusses the first set of diamond core drill assays stepping out in the Eastern Expansion drill program, at their 100% owned Tonopah West project located in West-Central Nevada, United States.
Cerrado Gold – Q3 2025 Operations and Exploration Update At Minera Don Nicolas, Key Upcoming Development Catalysts At Lagoa Salgada and Mont Sorcier
Mark Brennan, CEO of Cerrado Gold Inc (TSX.V: CERT) (OTCQX: CRDOF), review their Q3 2025 operational metrics, along with the expansionary exploration program at the producing Minera Don Nicolas gold mine in Argentina. We also unpack the value proposition at the Lagoa Salgada VMS Project in Portugal and the Mont Sorcier Iron-Vanadium project in Quebec.
Erik Wetterling – Value Propositions Of Gold And Silver Companies Shift More Due To Market Sentiment Than Fundamentals During Precious Metals Pullbacks
Erik Wetterling, The Hedgeless Horseman, with a nuanced discussion on how company valuations can shift more due to investor sentiment than on actual fundamentals and newsflow during precious metals pullbacks. There are opportunities for investors to exploit these market disconnects.
Liberty Gold – Key Value Drivers At The Black Pine Gold Project – Exploration, Economic Studies, Engineering, Permitting, Corporate Treasury, and Expanded Team
Jon Gilligan, CEO of Liberty Gold (TSX:LGD; OTCQX:LGDTF), with a comprehensive update on their exploration, development, and derisking work leading to an upcoming Feasibility Study, engineering work streams, permitting, and other future value drivers at their Black Pine Gold Project in the Great Basin in southeastern Idaho.
John Rubino – Trading Strategies – Anticipating Record Q3 Earnings Reports In Gold, Silver, and Royalty Stocks Juxtaposed With Recent Sector Weakness
John Rubino discusses portfolio trading strategies at this interesting point where gold, silver, and PM stocks have pulled back some after big moves to new all-time highs; but as the market anticipates strong record Q3 earnings reports from the producers and royalty companies.
TriStar Gold – Recapping A 2.5Mil Oz Gold Resource & PFS Being Valued At ~C$60mil
In this KE Report company update, I speak with Nick Appleyard, President & CEO of TriStar Gold (TSX.V:TSG – OTCQB:TSGZF), for a detailed overview…
Jordan Roy-Byrne – Technical Outlook On Gold And Silver, Cartoonish Cashflow For PM Producers, Searching For Holy Grail and Unicorn Resource Stocks
Jordan Roy-Byrne, CMT, MFTA, reviews his medium-term technical outlook for gold and silver, the cartoonish cashflow being generated by PM producers, and the search for “holy grail” and “unicorn” resource stocks with catalysts for value creation.
American Tungsten – Unpacking The Financing, Offtake LOI Signed With GTP, Ongoing Rehabilitation And Development Work At The IMA Tungsten-Moly-Silver Mine In Idaho
Ali Haji, CEO of American Tungsten Corp. (CSE:TUNG) (OTCQB:DEMRF) provides a financial and operations update on all the exploration, development and rehabilitation initiatives underway; focused on bringing onshore tungsten mining and production capabilities to its derisked past-producing IMA Mine in Idaho, as an emerging source of this strategic metal in the United States.