The KE Report

By KE ReportBusiness Investing

The KE Report episodes

March 24Dave Erfle - Deleveraging In Gold, Navigating the Gold Sector’s Worst Week in Decades
In this Daily Editorial, we welcome back Dave Erfle, the founder and editor of Junior Miner Junky, to make sense of one of the worst weeks for precious metals in over 40 years. Following a significant drop in gold prices and a sharp sell-off in mining equities, Dave breaks down the technical damage, the impact of global margin calls, and whether the sector has finally reached a capitulation point.
Key Discussion Points:
Market Capitulation and Deleveraging: Dave explains how the recent price action was driven by forced liquidations and margin calls rather than a shift in long-term fundamentals.
Technical Breakdown of Mining ETFs: An analysis of the GDX and GDXJ, focusing on the formation of bear flags below key support levels and the importance of the 200-day moving average.
The Disconnect Between Fundamentals and Price: Why the structural case for gold remains robust due to rising national debt, central bank buying, and stagflationary pressures, even as paper markets face extreme volatility.
Strategies for the Current Environment: The importance of maintaining cash positions during deleveraging events and why the "energy" created by this sell-off could fuel the next major move higher.
Junior Miner Performance: Insight into the high-volume spikes seen in quality junior explorers and what the Bullish Percentage Index (BPGDM) tells us about a potential bottom.

Click here to visit the Junior Miner Junky website to learn more about Dave’s investment letter - https://www.juniorminerjunky.com/

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For more market commentary & interview summaries, subscribe to our Substacks:
The KE Report: https://kereport.substack.com/
Shad’s resource market commentary: https://excelsiorprosperity.substack.com/

Investment Disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security or investment product. Investing in equities, commodities, really everything involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.
19 min
March 24Trader Ferg - Betting on Coal, Corn, and Uranium Amid Geopolitical Strife
In this Daily Editorial, we welcome back Trader Ferg, an independent speculator and author of the popular Trader Ferg Substack. As geopolitical conflicts continue to reshape global trade, Ferg joins us to discuss the structural "off-ramps" disappearing in the energy sector and where he is finding the most asymmetric value in a volatile market.
Discussion Highlights:
The Global LNG Shortfall: The discussion begins with the severe damage to Qatari LNG infrastructure, which Ferg notes could take years to fully recover. This has led to a massive energy deficit in Europe and Asia.
The Strategic Pivot to Coal: With LNG supplies constrained, Ferg highlights the "knife fight" for coal in the Asian cooling season. He identifies high-quality thermal coal as a primary beneficiary of the current energy gap.
Agriculture and the Fertilizer Link: Ferg explains why he is bullish on Corn, citing the massive disruption in fertilizer shipments through the Strait of Hormuz during peak planting season.
The Structural Bull Case for Uranium: The conversation shifts to the nuclear sector, where Ferg emphasizes that energy security concerns are forcing countries like Japan, China, and South Korea to pivot back to uranium as a reliable baseload power source.
Constraints on the AI Energy Buildout: Ferg expresses skepticism regarding the rapid expansion of AI data centers, noting that the physical constraints of the U.S. electrical grid.

Click here to visit Trader Ferg’s Substack. - https://traderferg.substack.com/

Companies & Stocks Mentioned: Whitehaven Coal (ASX: WHC), Arch Resources (NYSE: ARCH), CONSOL Energy (NYSE: CEIX), Newhope (ASX: NHC), Yancoal (ASX: YAL), Thungela Resources (LSE: TGA), Bannerman Energy (ASX: BMN), Cameco (NYSE: CCJ), Kazatomprom (LSE: KAP), Sprott Physical Uranium Trust (TSX: U.UN), Yellow Cake PLC (LSE: YCA)

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For more market commentary & interview summaries, subscribe to our Substacks:
The KE Report: https://kereport.substack.com/
Shad’s resource market commentary: https://excelsiorprosperity.substack.com/
Investment Disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security or investment product. Investing in equities, commodities, really everything involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.
30 min
March 24Newcore Gold - Updated Resource Estimate: 1.5mil oz Indicated + 626k oz Inferred Gold, 60,000 Meter Drill Program Update
In this KER Company Update, I am joined by Greg Smith, Vice President of Exploration at Newcore Gold (TSX.V: NCAU | OTCQX: NCAUF). Following the March 18th release of the updated Mineral Resource Estimate (MRE) for the Enchi Gold Project in Ghana, Greg provides a deep dive into the technical milestones and the strategic vision moving the project toward a Pre-Feasibility Study (PFS).
Key Discussion Points:
Updated Resource Milestone: Greg explains the work behind growing the resource to 1.5 million ounces in the Indicated category and 626,000 ounces Inferred, focusing specifically on open-pit constrained ounces to feed into the upcoming PFS.
Different Types Of Mineralization: An analysis of the oxide, transition, and fresh rock mineralization.
Strategic Infrastructure Placement: Why the proximity of the Boin and Sewum deposits is critical, allowing for centralized infrastructure to service multiple high-grade pits.
Aggressive Exploration Outlook: Details on the 60,000-meter drill program, including step-out holes at Kojina Hill and testing high-grade lenses at depth to further expand the project's footprint.

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

Click here to visit the Newcore Gold website. - https://newcoregold.com/

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For more market commentary & interview summaries, subscribe to our Substacks:
The KE Report: https://kereport.substack.com/
Shad’s resource market commentary: https://excelsiorprosperity.substack.com/

Investment disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security or investment product. Investing in equities, commodities, really everything involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.
14 min
March 24Snowline Gold - Big Picture 2026 Strategy: Balancing Development, Resource Expansion, Exploration
In this KER Company Update, I am joined by Scott Berdahl, CEO and Director of Snowline Gold (TSX:SGD - OTCQB:SNWGF), to discuss the company’s strategic trajectory for 2026. Despite broader sector volatility, Snowline Gold remains focused on the high-quality fundamentals of its flagship Valley deposit and its extensive exploration pipeline in the Yukon.
Key Discussion Points:
Resource Quality and Economic Resilience: Scott discusses the robustness of the Valley deposit, emphasizing its high-grade nature and low strip ratio, which allow the project to remain highly attractive even at lower gold price scenarios.
Balancing Development and Exploration: A general overview of the 2026 strategy, focusing on de-risking the Valley resource through the Pre-Feasibility Study (PFS) while simultaneously pursuing aggressive regional exploration to identify the next major discovery.
Infrastructure and Permitting Milestones: Insights into the company’s reinforced development team and the conceptual development timeline.
Expansion Potential at Valley: A look at the upside within and around the Valley intrusion.
Financial Position and Market Recognition: With a treasury of approximately $100 million and recent inclusion in the GDXJ, the company is well-capitalized to execute its multi-pronged 2026 work program.

If you have any follow up questions for Scott please email me at [email protected].
Click here to visit the Snowline Gold website to read over the recent news and learn more about the Company - https://snowlinegold.com/
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For more market commentary & interview summaries, subscribe to our Substacks:
The KE Report: https://kereport.substack.com/
Shad’s resource market commentary: https://excelsiorprosperity.substack.com/

Investment Disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security or investment product. Investing in equities, commodities, really everything involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.
19 min
March 24Omai Gold Mines – Next Batch of High-Grade Gold Drill Results At Wenot Will Feed Into The Upcoming Combined Resource Estimate and Updated PEA
Elaine Ellingham, President and CEO of Omai Gold Mines Corp. (TSXV: OMG) (OTCQB: OMGGF), joins me for an exploration update, with mineralization expanding upon the updated Resource Estimate of 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. We also discuss the dual path of the company now, split between exploration, and all the project derisking being factored into development and the upcoming updated economic study.

The Omai Property hosts two orogenic gold deposits: the shear-hosted Wenot Deposit and the adjacent intrusive-hosted Gilt Creek Deposit, with a combined updated MRE of:
2,121,000 ounces of gold (Indicated MRE), averaging 2.07 g/t Au in 31.9Mt &
4,382,000 ounces of gold (Inferred MRE), averaging 1.95 g/t Au in 69.6Mt

Multiple drills have been turning from the second half of 2025 through present where an additional ~18,000 meters of new drilling was completed at the Omai Gold property, which will then factor into the imminent updated project Resource Estimate. That updated model will then be incorporated into the upcoming Preliminary Economic Assessment (PEA), slated for Q2 of 2026.

Multiple zones of gold mineralization were intersected in each of these recent assays from drills holes released February 25th, which will be included in the upcoming Mineral Resource Estimate ("MRE"). Highlights from the recent drill holes include:
Hole 25ODD-119W
4.18 g/t Au over 14.6m; including 9.12 g/t Au over 4.1m
2.38 g/t Au over 23.3m; including 3.95 g/t Au over 11.8m
07 g/t Au over 27.4m; including 11.64 g/t Au over 1.1m
73 g/t Au over 17.3m; including 8.61 g/t Au over 5.1m
Hole 25ODD-150W3
1.94 g/t Au over 30.3m; including 3.03 g/t Au over 15.9m, and also including 14.35 g/t Au over 2.5m
Hole 25ODD-159
1.75 g/t Au over 19.3m, and
14.45 g/t Au over 2.5m

The Company is also pleased to announce that next phase of exploration, with a 50,000-metre diamond drill program has commenced. It is designed to further pursue opportunities to expand the overall Omai gold resources, explore certain nearby geophysical anomalies, while continuing the priority work of upgrading the categories from inferred to indicated in the large Wenot resource; which is an important next step. We discussed some of the regional targets of focus at Wenot East, the Camp Zone, BBH, and the Wenot "Handle Target", highlighted through geophysics studies.

This updated Preliminary Economic Assessment will be building upon the prior PEA that was released in 2024, which was only on 45% of the mineral inventory focused on the open-pit at Wenot. That prior PEA did not yet include rest of the resources there at Wenot, nor did it include the underground project economics from the Gilt Creek deposit. The updated PEA slated for next quarter will be much more advanced and will factor in the combined economics of the open-pit at Wenot, and the underground at Gilt Creek, representing the value proposition of the total project more accurately.

Next we reviewed the results from the very long hole, over 2,000 meters in length, that was drilled through the underground deposit at Gilt Creek over into the area deep under the Wenot deposit. The geological thesis of drill hole # 25ODD–122W held up proving that there are additional deep sheer resources well below the known mineralization at Wenot. This points to the much longer mine life that is inferred, even though there has not yet been extensive drilling at depth, below known Wenot mineralization, prior to that hole proving the geological thesis.

Wrapping up we discussed the company valuation compared to peers on a P/NAV basis, recent metallurgical testing, the ongoing permitting process work towards the EIA, and other derisking work on the Project, gathering all the data to be utilized in the upcoming PEA.

If you have any questions for Elaine regarding Omai Gold Mines, then please email those to me at [email protected].

Click here to see the latest news from Omai Gold Mines.

For more market commentary & interview summaries, subscribe to our Substacks:

The KE Report: https://kereport.substack.com/
Shad’s resource market commentary: https://excelsiorprosperity.substack.com/

Investment disclaimer:
This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security. Investing in equities and commodities involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.
18 min
March 23Summit Royalties – Transformational Acquisitions of Star Royalties and 1% NSR on Saddle North Project Takes Portfolio Up To 50 Royalties and Streams
Drew Clark, President and CEO of Summit Royalties Ltd. (TSX.V: SUM) (OTCQB: SUMMF), joins me to outline the transformational acquisition of Star Royalties and recent acquisition of a 1% NSR on the Saddle North Project, taking their portfolio up to 50 royalty partner projects, across 3 core jurisdictions being Canada, USA, and Australia; mostly focused on gold and silver. Summit is a relatively new company having just gone public in the 2nd half of last year, but is now the fastest growing company in the precious metals royalty sector.

On March 16, 2026, Summit Royalties announced that they have entered into an arrangement agreement pursuant to which, Summit has agreed to acquire all of the issued and outstanding common shares and Star Royalties Ltd. (TSXV: STRR, OTCQX: STRFF).

Transaction Highlights and Strategic Rationale
Immediate Scale & Quality
50 royalties and streams
~63% of net asset value ("NAV") from assets in production or with committed timelines to production; and
Diversified revenue base with 4 assets currently in production, expected to increase to 6 by 2027.
Value accretive transaction on both a NAV per share and 2027E CFPS basis;
Significantly improved near-term cash flow profile with the addition of Copperstone and immediate revenue from Keysbrook;
Addition of a high-quality gold stream on Copperstone that is expected to have significant expansion and exploration upside, with multiple near-term catalysts expected throughout 2026 including a PFS (April 2026), a maiden open-pit resource (H2 2026), and the anticipated commencement of construction later in the year; and
Enhanced Tier-1 jurisdictional exposure.
Industry-Leading GEOs Growth
~47% GEOs CAGR expected over the next 3 years, which would be the highest among junior royalty and streaming companies based on analyst consensus estimates;
Visibility driven by existing development assets and growth from material assets with committed timelines to production; and
Additional upside from identified pipeline and from disciplined future acquisitions.
Accretive & Cash Flow Enhancing
~US$2M of identified annual cost synergies through the elimination of duplicate public company costs, personnel changes, and operational changes;
Copperstone and Pitangui expected to be in production by 2027, increasing estimated 2027 revenue to over US$15M at consensus metal prices; and
Small, agile team with minimal G&A funnels cash flow back into the business.
Meaningful Re-Rate Potential
~C$184M expected pro forma fully-diluted in-the-money market capitalization;
Improved capital markets presence and trading liquidity, with supportive shareholder base; and
Pro forma Summit valued at a significant discount to peers on Price/NAV and Price/2027E cash flow per share ("CFPS") basis.

The Corporation intends to become the next mid-tier streaming and royalty company through future actionable and accretive acquisitions to increase production and cash flow growth. The Corporation currently has no debt and sufficient cash on-hand for use in future acquisitions.

Drew takes us through the growth on tap for 2026 and beyond at their now 4 producing royalties and streams.
Madsen – 1% NSR Royalty focused on gold and operated by West Red Lake Gold Mines in Ontario, Canada
Bomboré – 50% Silver Stream; operated by Orezone in Burkina Faso
Zancudo – 0.5% NSR Royalty; operated by Denarius Metals in Colombia
Keysbrook – 2% minerals royalty on a producing mineral sands mine in Western Australia

Additionally, they will retain exposure to the Green Star Royalties Ltd. joint venture between Star Royalties Ltd. (TSXV: STRR, OTCQX: STRFF), Agnico Eagle Mines Limited (TSX, NYSE: AEM) and Cenovus Energy Inc. (TSX, NYSE: CVE) that invests into North American carbon offset projects in nature-based solutions, renewable energies, as well as other green technologies.

Next we reviewed their key development royalties:
Pitangu – $80/oz until 250 Koz produced – 1.5% NSR thereafter; operated by Jaguar Mining in Brazil and slated to go into production in 2027.
AurMac – 0.5% – 2.0% NSR Royalty Coverage; operated by Banyan Gold in the Yukon, Canada
On March 12, 2026, Summit Royalties Ltd. announced that it has entered into an agreement to acquire a 1.0% net smelter return ("NSR") royalty on the Saddle North Deposit, owned by Newmont Corporation, for consideration of C$5 million paid in shares of Summit.

If you have any follow up questions for Drew about Summit Royalties, then please email them into me at [email protected].

Click here to follow the latest news from Summit Royalties

For more market commentary & interview summaries, subscribe to our Substacks:

The KE Report: https://kereport.substack.com/
Shad’s resource market commentary: https://excelsiorprosperity.substack.com/

Investment disclaimer:
This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security. Investing in equities and commodities involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.
18 min
March 23Heliostar - Record 2025 Financial Results & The Strategic Acquisition Of The 1M Ounce Goldstrike Deposit
In this episode of the KE Report, we are joined by Charles Funk, President and CEO of Heliostar Metals (TSX-V: HSTR | OTCQX: HSTXF). We focus on the 2025 financial results and the acquisition of the Goldstrike deposit in Utah.
Key Discussion Points:
2025 Financial Results: A review of a "transformational" nine-month fiscal year where the company produced nearly 35,000 ounces of gold, generating over $47 million in operating earnings while outperforming cash cost guidance.
The Goldstrike Acquisition: Detailed insights into the strategic purchase of the 1-million-ounce Goldstrike deposit in Utah from Liberty Gold, including the attractive acquisition terms and diversification into the US.
Operational Creativity: How the team generated $66 million in earnings from non-reserve ounces through innovative stockpiling and leaching strategies since acquiring their Mexican assets.
Antimony Potential: Exploring the high-grade antimony opportunities at the Goldstrike project, situated near other major critical mineral developments.
Future Production Outlook: A look toward the company’s ambitious "500,000 ounces per year by 2030" goal and how current cash flow is accelerating exploration and development without the need for immediate debt.

Please email me at [email protected] with any follow up questions for the team at Heliostar Metals.
Click here to visit the Heliostar Metals website to learn more about the Company - https://www.heliostarmetals.com/

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For more market commentary & interview summaries, subscribe to our Substacks:
The KE Report: https://kereport.substack.com/
Shad’s resource market commentary: https://excelsiorprosperity.substack.com/
Investment disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security or investment product. Investing in equities, commodities, really everything involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.
11 min
March 21Weekend Show - Josef Schachter & Jeff Christian - Energy Volatility & The Precious Metals Weakness: Where Are The Best Investment Opportunities?
This week’s show centers on the intersection of geopolitical conflict and market fundamentals. With the Strait of Hormuz facing unprecedented disruptions, the energy sector is bracing for a supply shock that could redefine the global economy. Simultaneously, the precious metals market is grappling with a "war premium" already baked into prices, leaving investors wondering if the next leg up is driven by fear or the looming threat of stagflation.
Segment 1 & 2 - Kicking off the Weekend Show, Josef Schachter, founder and editor of the Schachter Energy Report and the Eye On Energy Report on Substack, discusses the wide-reaching effects of the war in Iran on global energy markets. Josef provides analysis on the Strait of Hormuz, rising oil and natural gas prices, and shifting supply and demand dynamics in North America and abroad as well as his investing strategies in oil and nat gas equities.
Click here to learn more about The Schachter Energy Report - https://schachterenergyreport.ca/
Click here to follow Josef on Substack at his Eye One Energy Report. - https://josefschachter.substack.com/
Segment 3 & 4 - Jeff Christian, Managing Partner of the CPM Group, wraps up the Weekend Show explaining why gold and silver prices remain consolidated despite escalating Middle East tensions and rising oil costs. He dives into the complex relationship between precious metals and energy, offering a reality check on market correlations and a long-term outlook on where investment demand and mining margins are headed next.
Click here to visit the CPM Group website to learn more about the firm - https://cpmgroup.com/

If you enjoy the show, be sure to subscribe to our podcast feed (KER Podcast), YouTube channel, and follow us on X for more market commentary and company interviews. Don’t forget to subscribe and leave us a review!

For more market commentary & interview summaries, subscribe to our Substacks:
The KE Report: https://kereport.substack.com/
Shad’s resource market commentary: https://excelsiorprosperity.substack.com/

Investment disclaimer:
This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security or investment product. Investing in equities, commodities, really everything involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.
1 hr 1 min
March 20Marc Chandler - Markets Are Now Pricing In Rate Hikes: Outlook For USD, US Markets and Precious Metals
In this Daily Editorial, we chat with Marc Chandler, Managing Partner at Bannockburn Global Forex and Editor of the Marc to Market website. Marc joins us to provide a high-level technical and fundamental analysis of the shifting landscape in currency, equity, and commodity markets.
Throughout the discussion, Marc breaks down the recent "yo-yo" effect seen in the US Dollar Index and explains the hawkish pivot across global central banks. We also dive into the "fog of war" surrounding the S&P 500 and the unexpected pressures weighing on gold and silver.
Key Discussion Points:
Central Bank Divergence: Analyzing the recent Federal Reserve meeting, Powell’s hawkish tone, and how the ECB and Bank of England are reacting to inflationary pressures.
The US Dollar and Geopolitics: Understanding why the Dollar Index remains volatile as investors balance interest rate expectations against the ongoing "war effect."
Equity Market Bottoms: A look at the S&P 500’s recent dip below its 200-day moving average and the technical signals Marc is watching for a potential reversal.
Precious Metals Pressure: Why gold and silver failed to act as an inflation hedge this week and the impact of rising opportunity costs on non-yielding assets.
Pipeline Inflation: Beyond oil and gas - how disruptions in fertilizer, pesticides, and helium are creating a "long neck" of price increases that central banks must now navigate.

Click here to visit Marc’s site - Marc To Market - https://www.marctomarket.com/

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For more market commentary & interview summaries, subscribe to our Substacks:
The KE Report: https://kereport.substack.com/
Shad’s resource market commentary: https://excelsiorprosperity.substack.com/

Investment Disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security or investment product. Investing in equities, commodities, really everything involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.
24 min
March 20Nick Hodge – Market Reactions To War In The Middle East, Accumulating The Volatility in Gold, Uranium, and Critical Minerals Stocks
[Recorded March 18th, 2026] Nick Hodge, Co-Owner of Digest Publishing and editor of Foundational Profits and Underground Alpha, joins me for our monthly longer-format discussion on different macroeconomic factors and market reactions to the war in the Middle East, and how he continuing to accumulate select stocks into the volatility in gold, royalty, uranium, and critical minerals resource stocks.

We start off discussing the macro factors moving the markets, from slowing growth and lower GDP readings quarter over quarter, to rising inflation numbers, surging oil prices, and a higher US dollar in response to the geopolitical tensions. Whereas oil has a near 90% correlation with the UD dollar, gold has been negatively correlated, dropping while the greenback has moved higher.

Shifting over to the corrective moves in gold, silver, and the precious metals stocks, Nick points out that investors must know what they own, understand the thesis on why they own it, and have confidence in the coming catalysts and teams ability to execute.
If investors have this understanding and conviction in their stock selections, then they’ll be able to hold through any corrective moves, like what we’ve been seeing across the board in March.
He points out that we are still in a structural bull market in the precious metals due to a number of macroeconomic factors, and believes buying into extreme weakness will be rewarded in the future.

We then pivoted over to the advantages of the royalty stock business model, and he highlighted the value proposition that he sees in Royal Gold (NASDAQ: RGLD) and how he utilized the strategy of setting targeted limit orders to take advantage of market volatility and acquire a larger position recently.

Shifting over to the junior mining stocks, Nick highlighted the corrective moves and lack of buying volume in some of names he’s been acquiring like North Shore Uranium Ltd. (TSX-V:NSU) and Daura Gold Corp. (TSXV: DGC) (OTC Pink: DGCOF).
This transitioned the conversation over into some of the macro drivers of nuclear power and the need for new uranium discoveries.

Wrapping up we briefly covered the renewed investor interest and participation in critical minerals companies focused on rare earths, antimony, tungsten, tantalum, niobium, scandium, and germanium.
With regards to rare earths, he mentioned Energy Fuels Inc. (NYSE American: UUUU) (TSX: EFR), due to their ability to mine mineral sands projects globally, to then separate, and process rare earths domestically.
Nick also flagged PMET Resources Inc. (TSX: PMET) (ASX: PMT) (OTCQX: PMETF) as a company that not only has a world-class lithium project, but also compelling caesium and tantalum resources.

Click here to follow Nick’s analysis and publications over at Digest Publishing

For more market commentary & interview summaries, subscribe to our Substacks:

The KE Report: https://kereport.substack.com/
Shad’s resource market commentary: https://excelsiorprosperity.substack.com/

Investment disclaimer:
This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security. Investing in equities and commodities involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.
28 min

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