The KE Report

In this interview, we introduce Tero Kosonen, Chairman & CEO of FinEx Metals (TSX.V:FINX), a newly listed exploration company with five projects in northern Finland, highlighted by the Ruoppa Project. FinEx is part of the NewQuest group, known for backing discovery‑driven exploration companies like Headwater Gold and Inflection Resources.

Key discussion points:

FinEx is well‑funded (~C$4M treasury) and positioned in one of the world’s most prospective yet underexplored belts. Investors are watching closely for early drill results that could signal a new discovery.

If you have any follow up questions for Tero please email us. [email protected] and [email protected]. 

Click here to visit the FinEx Metals website to learn more about the Company.

Mike Larson, Editor-in-Chief at Money Show, joins us to recap insights from the recent MoneyShow Conference in Las Vegas and tie them into today’s market trends.

In this interview:

Mike also shares how investors are positioning amid tariff negotiations, global supply-chain priorities, and a broadening bull market that spans U.S. equities, international markets, and resource stocks.

Click here to find out about the upcoming MoneyShow conferences.

In this KE Report interview, I speak with Tim Clark, President & CEO of Fury Gold Mines (TSX:FURY - NYSE:FURY), and Brian Atkinson, Senior Vice President of Exploration.

Key topics covered:

With two active drill programs and multiple catalysts ahead, Fury is positioning itself as a best‑in‑class junior explorer in a commodities bull market.

If you have any follow up questions for Tim or Bryan please email me at [email protected]. 

Click here to visit the Fury Gold Mines website to learn more about the Company and read over the recent news.

In this KE Report company update, we speak with Caleb Stroup, President & CEO of Headwater Gold (CSE:HWG - OTCQB:HWAUF), about a significant new development for the company.

Headwater Gold has signed a Letter of Intent (LoI) with OceanaGold to explore three Nevada projects - TJ, Jake Creek, and Hot Creek - with the potential for OceanaGold to earn up to 75% interest by spending US$65M and advancing the projects through to pre-feasibility studies.

Key topics discussed:

This LoI highlights Headwater’s ability to secure partnerships with major producers while maintaining significant upside for shareholders.

Please email your questions for Caleb to us at [email protected] and [email protected]. 

Click here to visit the Headwater Gold website to read over the recent news.

In this KE Report daily editorial, I’m joined by Darrell Fletcher, Managing Director of Commodities at Bannockburn Capital Markets. Darrell oversees the firm’s commodities trading desk and offers a unique perspective on the markets - focused on hedging, volatility, and positioning through uncertainty.

In this interview, we review key themes from Darrell’s recent presentations at the Las Vegas MoneyShow and dig into where investors are focusing in 2025.

Key topics covered:

Darrell also shares insights on trading volumes, hedging behavior, and how muted tariff reactions are shaping day‑to‑day market moves.

Click here to learn more about Bannockburn Capital Markets.

In this KE Report company update, we speak with Charles Funk, President and CEO of HelioStar Metals (TSX.V:HSTR - OTCQX:HSTXF - FRA: RGG1), to break down the company’s latest milestone: the restart of mining operations at the San Agustin mine in Mexico, with production expected in Q4 2025.

Key discussion points:

HelioStar’s strategy blends near‑term production with ongoing exploration upside across assets like Ana Paula and La Colorada.

Please email me at [email protected] with any follow up questions for Charles. 

Click here to visit the Heliostar Metals website to learn more about the Company.

Erik Wetterling, Founder and Editor of The Hedgeless Horseman website, joins us to review the value proposition that has his attention in the 3 pre-discovery gold and copper exploration companies, that have large Tier 1 drill targets and the potential for rapid upside moves if they make a compelling discovery and hit with the drill bit on current programs.

  >> The companies we discussed in the interview are:

* In full disclosure, some companies mentioned by Erik in this interview, are positions held in his personal portfolio, and also may be site sponsors of The Hedgeless Horseman website at the time of this recording.

Click here to follow Erik’s analysis over at The Hedgeless Horseman website

In this KE Report daily editorial (July 22), we speak with Dave Erfle, Founder and Editor of the Junior Miner Junky, to unpack what’s driving the precious metals momentum and how the sector is setting up into the back half of the year.

Key discussion points:

Click here to visit the Junior Miner Junky website to learn more about Dave’s investment letter. 

Shaun Heinrichs, President and CEO of 1911 Gold Corp (TSXV: AUMB) (OTCBB: AUMBF), joins me to for a comprehensive exploration and development update for advancing their True North Project, which includes a permitted mine and mill complex located on the Company’s 100%-owned Rice Lake Gold property, spanning  61,647 hectares within and adjacent to the Archean Rice Lake greenstone belt in Manitoba, Canada.

Shaun outlines how 1911 Gold believes its land package is a prime exploration opportunity, on a brownfield site, with the potential to develop a mining district centered on expanding resources and eventually moving back into the development of the past-producing True North complex.  In addition to the permitted mine, there is a 1300 tpd permitted mill in place, which is expandable to 2250 tpd, which would have access to cheap hydroelectric power, and there is a permitted tailings area.

There is an ongoing aggressive exploration program underway at surface for shallow high-grade targets as well as at depth, at their 2 new discoveries: the San Antonio West and San Antonio South East. The ongoing drilling is expanding the known resources of around 1.1 million ounces of gold in all categories. There will be a steady stream of exploration updates over the balance of this year. Additionally, this exploration date will be fed into future resource update slated for early in 2026.

The next major milestone for the company will be incorporating mine modeling and engineering models as the company works towards a Preliminary Economic Assessment (PEA), anticipated by year-end.  Shaun also highlights that after the PEA in Q4, and the resource estimate update in Q1, that another key future milestone will be 2 different trial mining and bulk samples slated for the middle of next year.   These will be crucial in confirming and comparing to the data outlined in the PEA, for acting as a proof-of-concept, and the bulk samples will be processed at their mill and bring in non-dilutive capital to the company during the learning process. The company is financially sound, and cashed up for all work initiatives through those bulk samples next year.

If you have any questions for Shaun regarding 1911 Gold Corp, then please email me at [email protected].

Click here to follow the latest news from 1911 Gold Corp

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 when reviewing the macroeconomics landscape which include:  The Trump administration’s policy on tariffs, Fed policy, the continued US dollar weakness, central bank buying of precious metals, the continued move higher US equities and cryptocurrencies in a very risk-on market, and China’s economic health improving.

Shifting over to the precious metals, Robert points out that gold is still playing a role as an alternative currency and as a solid hard asset and safe haven for investors as a store of value.  We look to the upcoming positive expectations for Q2 earnings season in the gold producers over the next few weeks, and discuss how money has moved down the risk curve from the producers and quality developers into the optionality plays, advanced explorers, and discovery-stage exploration companies. We also opine on the kinds of merger and acquisition deals we may start to see as cashed up producers merge with one another to mass up or may go after large defined orebodies without a prohibitive capex to build them into mines. Robert highlighted Banyan Gold Corp. (TSXV:BYN)(OTCQB:BYAGF), Sitka Gold Corp. (TSXV: SIG) (OTCQB: SITKF), and Ramp Metals Inc. (TSXV: RAMP) as three gold exploration stocks that have his attention at present.

Next we discuss the technical setup for silver as it has been in a catchup trade to gold, where it has been leading the last few months on a percentage basis.  We also note that the silver stocks have really moved a lot in response to this latest move in silver, adding credence to wider breadth across the PM sector.

We wrap up looking at the technical setup in the price action we’ve seen in copper, blasting up over $5 for the third time and to recent all-time highs on the back on the proposed Trump tariffs on the red metal.  Robert shares a few copper exploration stocks he likes, such as Hercules Metals Corp. (TSXV: BIG) (OTCQB: BADEF) and Ridgeline Minerals Corp. (TSXV: RDG) (OTCQB: RDGMF), and reiterates why he likes Idaho, Nevada, and Arizona as US jurisdictions for copper companies.

Follow Robert’s analysis on Substack

https://ceo.ca/@goldfinger

Click here to follow Robert on X/Twitter

https://www.youtube.com/@GoldfingerCapital/videos