The KE Report

By KE ReportBusiness Investing

The KE Report episodes

March 06Brien Lundin - PDAC Recap: Hidden Gems & High-Flying Resource Stocks
In this episode, we are joined by Brien Lundin, Editor of the Gold Newsletter and host of the prestigious New Orleans Investment Conference. Brien provides an insider’s recap of the recent PDAC and MIF conferences in Toronto, sharing why he believes the resource sector is currently on the verge of a historic re-rating.
Key Discussion Points:
Market Sentiment and PDAC Recap: Brien discusses the overwhelming enthusiasm at recent industry conferences, noting that for the first time in years, the vast majority of companies are presenting fundamentally strong investment arguments.
The Power of Cut-Off Grades: As gold prices reach new heights, companies are recalculating their resources. Brian explains how dropping a cut-off grade can instantly increase a project’s defined ounces by 50% to 100%, significantly boosting the bottom line.
Production vs. Exploration Dynamics: While majors are maximizing production to capture high margins, Brien highlights why the exploration end of the market remains the most exciting area for triple-digit returns.
Strategic Stock Picks: Brien shares his current outlook on specific companies, including Prospector Metals (PPP.V) and Cassiar Gold (GLDC.V), as well as emerging opportunities in critical metals like tungsten through Spartan Metals (SPAT.CN).
A Dual Bull Market: We explore the rare occurrence of a simultaneous secular bull market in both monetary metals (gold and silver) and base metals (copper), driven by intense supply constraints and high demand from the tech sector.

Click here to learn more about the New Orleans Investment Conference on November 2-5. - https://rebrand.ly/NOIC2025

Companies Mentioned:
Prospector Metals Corp. (TSX-V: PPP)
Cassiar Gold Corp. (TSX-V: GLDC)
Spartan Metals Corp. (CSE: SPAT)
T2 Metals Corp. (TSX-V: TWO)
Vizsla Silver Corp. (TSX-V: VZLA)

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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.
20 min
March 06Graphene Manufacturing Group - Gen 2 Plant Update, Question On THERMAL-XR® Revenue, G® Lubricant, SUPER G®, Batteries
In this episode, we are joined by Craig Nicol, Founder and CEO of Graphene Manufacturing Group (GMG). Craig provides a comprehensive update on the company’s transition from development to commercial scale, highlighting the recent update on the Gen 2.0 Graphene Manufacturing Technology plant. Craig also discusses the expansion of their global sales team, and the real-world performance testing of their flagship products.
Key Discussion Points:
The Gen2 Production Leap: Craig explains how the new facility will increase capacity to 10 tons of graphene per annum using the same natural gas input as current operations.
High-Performance Partnerships: A look into the collaboration with Tickford Racing, where GMG’s G® Lubricant and THERMAL-XR® are being put to the ultimate test in the Australian Supercars series.
Commercial Revenue & Sales Strategy: With over 15 sales professionals now active globally, the company is focused on converting a growing pipeline of test orders into major commercial contracts.
Thermal-XR & Data Center Opportunities: An update on the EPA approval process in the U.S. and the massive potential for graphene coatings to reduce energy consumption in data centers.
Graphene Aluminum-Ion Batteries: Craig explains the competitive edge of GMG’s battery technology vs solid-state batteries.

Please keep the questions coming! Email me at [email protected].
Click here to visit the GMG website to learn more about the Company.

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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.
28 min
March 05Joel Elconin - Market Momentum Has Been Lost… Is The Bull Run Over?
In this episode of The KE Report, host Cory Fleck sits down with Joel Elconin, co-host of the Pre-Market Prep Show and founder of the Stock Trader Network, to dissect a market that appears to be losing its footing. With the major averages showing signs of a "gradual top," Joel provides a candid, sobering assessment of the macroeconomic and geopolitical forces currently rattling investors.
Key Discussion Points:
Loss of Market Momentum: Why the choppy action in the S&P 500 and Dow suggests a waning appetite for risk among investors in early 2026.
Geopolitical Catalysts and Inflation: The direct link between global conflict, surging oil prices, and the fading hope for near-term rate cuts.
The Nvidia Reality Check: Analyzing the "false breakout" in NVDA and what it means when a market leader beats earnings but still trades lower.
The Berkshire Signal: Why BRK.B is accumulating record cash and selling off bank holdings instead of seeking new acquisitions.
Software vs. Hardware: A look at the resilience in software names like MSFT, CRM, and ORCL as a potential "flight to quality" amidst hardware volatility.
Precious Metals Outlook: Assessing whether gold (GLD) and silver (SLV) are hitting "blow-off tops" or remains a viable safe haven during international instability.

Click here to visit Joel’s PreMarket Prep website - https://www.premarketprep.com/
Click here to visit the Stock Trader Network - https://www.stocktradernetwork.com/

Stocks Mentioned: S&P 500 (SPY), Nvidia (NVDA), Berkshire Hathaway (BRK.B), Bank of America (BAC), Microsoft (MSFT), Salesforce (CRM), Oracle (ORCL), Exxon Mobil (XOM), Apple (AAPL), Alphabet (GOOGL), Amazon (AMZN), Meta (META), Tesla (TSLA), Gold (GLD), Silver (SLV).

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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.
15 min
March 04BP Silver – 5 Meters of 600 g/t Silver, Including 1 Meter of 1655 g/t Silver Intersected In Phase 1 Drill Program At The Cosuño Silver Project
Tim Shearcroft, CEO and Co-Founder of BP Silver Corp. (TSXV: BPAG), joins me for a review of some bonanza-grade final assay results from the remaining eight drill holes of its eleven-hole Phase I drill program at the Cosuño Silver Project in Bolivia. We discuss the follow up geophysics survey and goals of the Phase II exploration program. Additionally, the Company is working on finalizing the title at their Titiri Project, located in a major under-explored silver belt with Tier 1 discovery potential.

Phase I Highlights:
Drilling intersected multiple zones of high-grade silver mineralization at the Pocañita Chica target: Diamond Drill Hole # CO-0008 returned 5m @ 600.4 g/t silver, including 1m @ 1655 g/t silver;
Diamond Drill Hole # CO-0009 returned 1m @ 526 g/t silver and 6m @ 147 g/t silver.
The Program achieved its primary objective of confirming silver mineralization within the lithocap beneath surface geochemical anomalies, materially de-risking Cosuño.
Silver mineralization was intersected in all four targets tested across an approximately 2.7 km NE-SW corridor, confirming the presence of a robust silver and polymetallic system which remains open for expansion along strike and at depth.

The Program successfully tested key zones along a 2.7 km structural trend, returning significant silver intercepts at the 4 targets tested to date (Figures 1 to 3):
Pocañita Chica – Broad mineralized envelopes with high-grade silver intervals hosted in hydrothermal breccias.
Pocalleta – Structurally controlled vein mineralization confirming depth potential.
Jalsuri – High-grade silver intercepts with gold 2.7 km northeast of Pocañita Chica, indicating district-scale continuity.
Benhur – Additional silver mineralization along the same structural corridor.

Additionally, their team is working with the government to finalize obtaining the title to begin exploration on their Titiri Project. Titiri was staked over a large land concession containing outcropping mineralization historically explored by ASARCO. This Project contains a 2.5km-long silver-lead-zinc zone, with excellent historical trench results, that was never drilled. Titiri is a very High Priority structural setting at the intersection of several major crustal-scale faults, along which multiple deposits occur. There is a MOU in place with local communities, and they’d like to get on the ground for exploration in mid-2026.

If you have any questions for Tim regarding BP Silver, then please email those into me at [email protected].

Click here to follow the latest news from BP Silver Corp

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.
16 min
March 03AbraSilver Resource – RIGI Approval Received As Key Milestone, Upcoming Catalysts Are Resource Update, DFS, EIA, and Phase 6 Exploration Program
John Miniotis, President and CEO of AbraSilver Resource Corp (TSX: ABRA) (OTCQX: ABBRF), joins me to review the March 2nd news that announced its flagship Diablillos silver-gold project has been formally approved for inclusion under Argentina's Large Investment Incentive Regime ("RIGI"). We also discussed the upcoming catalysts of the updated Mineral Resource estimate (“MRE”), Definitive Feasibility Study (“DFS”), Environmental Impact Assessment (EIA) permit, and ongoing Phase 6 Exploration Program for the balance of 2026.

The RIGI approval was confirmed by Argentina's Minister of Economy, Luis Caputo, through his official X account on Friday February 27th. The official government resolution announcing RIGI approval for the Diablillos project is expected later in March.

RIGI is a federal investment framework designed to accelerate large-scale development projects in Argentina by providing long-term fiscal stability along with competitive tax, customs, and foreign-exchange benefits. Both Salta and Catamarca Provinces, where Diablillos is located, have opted into the regime. This RIGI approval substantially increases the project's economics, with around $1Billion in savings at current spot prices, and this provides increased certainty as Diablillos moves into its next phase of development and eventual construction.

John takes us through the busy year of catalysts the company has on tap, starting with all the drilling data from Phase V being compiled into an updated Resource Estimate that will come out in parallel with their Definitive Feasibility Study, which is due out in the 2nd quarter of 2026. Additionally, the Company is awaiting their EIA permit, which will be the trigger for a construction decision later in the year.

John highlighted that ongoing detailed engineering work, procurement planning, and upgrades to existing infrastructure are also advancing in parallel to ensure construction readiness. Following receipt of the EIA, the Company intends to initiate early works in a phased and disciplined manner, while continuing to advance project financing to fund the mine build.

If you have any follow up questions for John regarding at AbraSilver, then please email them into me at [email protected].
In full disclosure, Shad is a shareholder of AbraSilver Resource Corp at the time of this recording and may choose to buy or sell more shares at any time.

Click here to visit the AbraSilver website and read over the most recent news releases.

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.
12 min
March 03Darrell Fletcher - Commodity Trading Desk: Iran Conflict Impact On Commodities; Oil, Nat Gas, Aluminum, Gold
In this KE Report Daily Editorial, I am joined by Darrell Fletcher, Managing Director of Commodities at Bannockburn Capital Markets. As geopolitical tensions escalate following the outbreak of war in Iran and the critical shutdown of the Strait of Hormuz, Darrell provides a high-level perspective from the commodities trading desk on how these events are reshaping global markets. The discussion dives deep into the immediate and long-term impacts on the energy complex, the surprising resilience of certain metals, and the technical hurdles currently facing major exchanges.
Key Discussion Points:
The Strait of Hormuz Crisis: Analyzing the impact of shutting down a corridor that handles 20% to 25% of global oil and 20% of liquefied natural gas (LNG).
Energy Market Dynamics: Why the current move in crude oil ($WTI and $BRENT) remains "muted but guarded" due to a global oversupply of 3 to 3.5 million barrels per day.
Aluminum’s Surprise Surge: How Middle Eastern production represents 10% of global output, causing aluminum prices to spike while other base metals remain under pressure from a strong USD.
Natural Gas Divergence: Understanding why European (TTF) and Asian (JKM) gas prices are skyrocketing while U.S. Henry Hub prices remain relatively stable due to export capacity limits.
CME Exchange Outages: A look at recent technical outages at the CME and what they mean for trader confidence during high-stakes geopolitical events.

Click here to learn more about Bannockburn Capital Markets - https://www.bannockburnglobal.com/

--------------------------
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.
22 min
March 03Kincora Copper - Australia Copper Prospect Generator, 8 Projects, AngloGold Ashanti Exploration Partner
In this KE Report Company Introduction, we are joined by Sam Spring, President and CEO of Kincora Copper (TSXV: KCC | ASX: KCC). Sam provides an in-depth look at the company’s prospect generator model and its exploration efforts targeting world-class copper-gold porphyry deposits in Australia’s premier mining jurisdictions.
Key Discussion Points:
Earn-in Agreements with AngloGold Ashanti: An overview of the exploration partnership in the northern Macquarie Arc, which could total up to $100 million in partner funding across two separate earn-in agreements.
Transition to the Hybrid Prospect Generator Model: Sam explains the 2023 shift toward securing asset-level funding to advance exploration.
Wholly-Owned Project Updates: Status reports on the Trundle and Fairholme projects, including the strategy for introducing new partners to these assets following recent technical reviews.
Near-Term Drilling at Condobolin: Details on the upcoming drill program at the Condobolin project, focusing on high-grade targets within trucking distance of existing processing infrastructure.
Mongolian Asset Status: An update on the project, including the process of securing a second mining license and evaluating the existing copper-gold resource.

Please email me with any follow up questions for Sam - [email protected].
Click here to visit the Kincora Copper website to learn more about the company.- https://kincoracopper.com/

------------------
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.
27 min
March 03Goliath Resources – Consolidated 2025 Drill Assays Released Including Multi-Element Assays Increased Gold-Only Values By 16.5 Percent
[Recorded February 28th, 2026]: Roger Rosmus, Founder, CEO, & Director of Goliath Resources Ltd (TSX-V: GOT) (OTCQX: GOTRF) (FSE: B4IF), joins me for a special video update to visually highlight the key takeaways from the 2025 exploration season. Consolidated results now include all the multi-element results, from 110 holes drilled on the Surebet Discovery at the Golddigger Property; located in the Golden Triangle, B.C. We also discuss the strong financial position of the treasury, which has budgeted another large expansion drill program in 2026.

On February 24, 2026, the Company announced the multi-element results on the final 56 drill holes, accounting for silver, copper, lead, and zinc values within these holes. Goliath reported an average 19.6% increase in overall grade values from these previously announced gold-only assays, with numerous high-grade intercepts including 24.16 g/t AuEq over 7.00 meters.
Across all 110 drill holes completed during the 2025 season, this polymetallic contribution is an average increase of 16.5% in overall grade values from the gold-only assays.
92,000 meters of drilling was completed in the four prior drilling seasons (2021-2024) on the Surebet Discovery resulted in the modeling of a vast stacked vein system.
The 2025 drilling season alone, with more than 64,000 meters of drilling, has expanded the modelled stacked vein system that remains open; over 156,000 meters total have been drilled to date.
Of the holes drilled during the 2025 campaign, 83 out of 110 holes (or 76%) contained visible gold to the naked eye (VG-NE).
100% of the drill holes completed to date, have all intersected gold mineralization clearly demonstrating the remarkable continuity, grades, and widths in 5 Main Gold-Rich Zones comprising 46 mineralized lodes that remain open for expansion.
Roger outlines the Company’s rationale that it makes far more sense to keep expanding the mineralization with aggressive exploration programs, versus trying to pin down the MRE at this stage; when the Project is still open in most directions.
This demonstrates the continuity of this high-grade gold system and the remaining untapped expansion potential of the Surebet discovery for 2026 and beyond..

The fully funded 2026 drill program will be mainly focused on expanding their 5 Main Mineralized Zones at the Surebet Discovery. Data compilation and interpretation is underway which will be used to vector in on the indicated Motherlode causative intrusive source to this extensive high grade gold system with widespread VG-NE.

On February 28, 2026, Goliath Resources announced that it has applied to the TSX Venture Exchange (the “TSX.V”) to extend the term of an aggregate of 2,590,673 common share purchase warrants of the Company, with each Warrant being exercisable to acquire one common share of the Company at a price of $2.50 per Warrant Share. In addition to future conversion of warrants from Rob McEwen, the company’s equity holdings of McEwen Inc (MUX) shares, which have essentially gone up about 3X since acquiring them, also provide the option for more capital inflows into the company treasury to fund more exploration.

If you have any questions for Roger about Goliath Resources, then please email them to me at [email protected] .
In full disclosure, Shad is a shareholder of Goliath Resources at the time of this recording and may choose to buy or sell shares at any time.

Click here to follow the latest news from Goliath Resources

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.
19 min
March 03Jordan aka Mining Stock Monkey – Value Proposition in Devon Energy, Endeavour Mining, B2Gold, Royal Gold, and Altius Minerals
Jordan Rusche, Founder of Mining Stock Monkey, joins me for an in-depth and nuanced discussion on the recent volatility in oil prices, gold and silver prices, and his approach to valuing precious metals mining stocks and royalty companies; along with which companies he is actively trading in his portfolio.

We start out reviewing how the geopolitical tensions with the US and Iran have spiked the oil price over the past week, but that he is valuing companies on their fundamental alpha, regardless of the short-term noise in the market from news.
We dissected the value proposition synergies from the news announced February 2nd about Devon Energy (NYSE: DVN) and Coterra Energy (NYSE: CTRA) announcing a merger in an all-stock transaction. The business combination will create a leading large-cap shale operator with a high-quality asset base anchored by a premier position in the economic core of the Delaware Basin.

Next we shifted over to some of the valuations in the gold producers in his portfolio.
Jordan breaks down why he likes larger producers with growth on tap, highlighting the fundamental growth factors for Endeavour Mining plc (TSX:EDV) (OTCQX:EDVMF) (LSE:EDV) and strong full-year 2025 production of 1,209,000 ounces of gold at an AISC of ~1,435/oz; with a H2-2025 dividend of $200m, and >$1bn shareholder returns program.
We also followed up on our discussion from earlier this month where he was spot on about some of the operational risks he had cautioned investors about with regards to B2Gold Corp. (TSX: BTO) (NYSE AMERICAN: BTG), that came out of Q4 earnings, and more importantly, FY guidance for 2026.

We spend the balance of the discussing diving into why he sees the growth and value proposition as compelling in a couple royalty companies:
First, Jordan outlines the growth on tap for Royal Gold, Inc. (NASDAQ: RGLD)over the next couple of years, especially when it comes to some of the long-life assets that came into the company through the acquisition of Sandstorm Gold last year that aren’t properly reflected yet due to limitations in using a DCF valuation.
Second, Jordan highlights that positioning in Altius Minerals Corporation (TSX: ALS) (OTCQX: ATUSF) allows him to have access to Potash, Lithium, Copper, and Renewable Energy sectors; all through the diversification and reduced risk of a solid royalty company.

Jordan is extending a limited-time offer to KE Report listeners for those that would like to be become new Mining Stock Monkey subscribers. Claim Your 25% Discount on a 1-year subscription! (Limited to the first 10 users that sign up)

https://miningstockmonkey.substack.com/KE25
.
https://miningstockmonkey.com/products/vip?promo=KE25

Click below to follow Jordan’s YouTube page, where he’ll be putting up some new content soon:
https://www.youtube.com/@MiningStockMonkey/videos

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.
32 min
March 02FireFox Gold - Drill Results At Mustajärvi: 2nd Best Ever Gold Intercept, 7.6 Metres at 32.25 g/t Gold
In this company update, I am joined by Patrick Highsmith, Chairman and Co-Founder of FireFox Gold (TSXV: FFOX | OTCQB: FFOXF | FWB: FIY1). Patrick joins the show to discuss the company’s latest high-grade drill results from the Mustajärvi Gold Project in Finland's Central Lapland Greenstone Belt.
Discussion Highlights:
The Second Best Intercept Ever: Patrick breaks down the massive result from hole 25MJ012, which returned 7.6 metres at 32.25 g/t gold, including a ultra-high-grade sub-interval of 188.5 g/t gold.
Narrowing the Gap: We explore the strategic importance of the "Gap Zone" between the East and Northeast Zones, where recent drilling has successfully connected mineralized structures over a strike length exceeding 1.1 kilometres.
Geological Consistency: A look into why Mustajärvi continues to deliver high-grade gold with significant visible gold (VG) and how the project’s stacked lode system remains open for expansion.
2026 Drill Program Outlook: An update on the 10,000-metre program, with 15 holes currently pending assays and plans to test the intriguing Triangle Target as spring exploration continues.

Any further questions for Patrick? Email me at [email protected].

Click here to visit the FireFox Gold website to learn more about the Company - https://www.firefoxgold.com/

Figure 1. Drill Holes 25MJ012-25MJ015 at the Mustajärvi Project, Northeast and East Zones.

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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.
21 min

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The KE Report provides exclusive interviews with fund managers, newsletter writers, technical and fundamental analysts along with sub $10 billion market cap stocks. Interviews are published daily…