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The KE Report episodes
- Craig Hemke - Navigating Metal Volatility Amidst Global Tensions, Open Interest At Multi-Year Lows
In this KE Report Daily Editorial, we are joined by Craig Hemke, the founder and editor of TF Metals Report. As we transition into March, the precious metals market is reacting to significant geopolitical volatility following recent U.S. actions in Iran and the ongoing conflict in the Middle East. Craig provides a deep dive into why gold and silver continue to show resilience despite extreme price swings and high-frequency trading dominance.
Key Discussion Points:
- Geopolitical Volatility and Oil: How the escalating conflict involving Iran is creating a "whiplash" effect in crude oil prices and its subsequent ripple effect on the global economy and interest rates.
- The Power of Monthly Charts: Why long-term investors should prioritize monthly and quarterly closes over intraday "noise" caused by computer-driven algorithmic trading on the COMEX.
- Low Open Interest in Metals: A look at the surprisingly low participation rates in gold and silver, which Craig argues contradicts "bubble" narratives and sets the stage for further gains.
- Mining Equity Earnings: Analyzing the massive free cash flow being generated by major producers like Newmont and Agnico Eagle, and what this means for future M&A activity and share buybacks.
- Physical Scarcity vs. Paper Markets: Addressing the rumors regarding COMEX defaults and the reality of physical silver demand in major hubs like China and India.
Click here to visit Craig’s website - TF Metals Report - https://www.tfmetalsreport.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.23 min - Pinnacle Silver & Gold - El Potrero Project Update: Drilling, De-Risking, and Development
In this episode of the KE Report, we sit down with Bob Archer, President and CEO of Pinnacle Silver & Gold (TSX.V: PINN | OTCQX: PSGCF), for a comprehensive update on the El Potrero Project. Following a news release on February 26, Bob details the multi-faceted approach the company is taking to advance the project toward a formal production decision.
Key Discussion Highlights:
- Underground Delineation Drilling: Preparatory work is beginning this week to modernize and secure historical mine workings, setting the stage for over 100 short-reach drill holes designed to define the size, shape, and grade of mineralized zones.
- Surface Exploration Strategy: With permits expected within 90 days, the company plans to test the 500-meter strike length between three historical mines and explore parallel veins that have shown strong historical values.
- Advanced Metallurgical Testing: Following initial gold recoveries of 95.1%, a second round of testing is underway to optimize silver recovery and refine the plant flow sheet.
- Infrastructure and Power Feasibility: An independent study is being conducted on the extension of a Federal Electricity Commission (CFE) power line, a critical step for determining the cost and timeline for long-term operations.
- Community and Social Licensing: The company has formalized a community agreement that secures surface rights and fosters a supportive relationship with local stakeholders through job creation and infrastructure improvements.
Please email me with any follow up questions you have for Bob - [email protected].
Click here to visit the Pinnacle Silver and Gold website to learn more about the company and read over the recent news
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 - Weekend Show - KER QuickTake & Dan Steffens - Metals & Energy Market Outlook:Top Metal and Energy Picks
In this weekend edition, we bring you live insights from the floor of the Las Vegas MoneyShow followed by an in-depth energy sector deep dive. The common thread: a global commodity supercycle driven by supply chain shifts, AI-related infrastructure demand, and significant consolidation in the oil and gas space.
- Segment 1 & 2 - In this live KER QuickTake recorded from the MoneyShow in Las Vegas, Cory and Shad discuss the current commodity supercycle and the shift toward domestic sourcing of critical minerals. They analyze investment opportunities across the precious, base, and energy metal sectors, emphasizing the importance of selecting mid-tier producers and companies with established growth pathways in the current bull market.
- Segment 3 & 4 - Dan Steffens, President of the Energy Prospectus Group, discusses the recent rebound in oil prices driven by geopolitical tensions in Iran and high demand for diesel. He also explores the growth and investment potential in energy stocks, specifically focusing on the recent mergers and acquisitions involving companies like Devon Energy and Whitecap Resources.
- Click here to visit the Energy Prospectus Group website for more energy market and stock analysis - http://www.energyprospectus.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 17 min - Sitka Gold - RC Gold Project Updated Resource: 5.2Mil Oz, Rhosgobel Deposit Contributes 2.25Mil Oz
In this company update, we are joined by Cor Coe, CEO and Director of Sitka Gold (TSX.V: SIG | OTCQB: SITKF | FRA: 1R1), to discuss the updated Mineral Resource Estimate (MRE) for the RC Gold Project, in the Tombstone Gold Belt, Yukon. With the addition of the maiden resource at the Rhosgobel deposit, Sitka’s total gold resource is now 5.2-million-ounces (1.29 million ounces gold indicated and 3.83 million ounces gold inferred).
Key Discussion Points:
- The Rhosgobel Breakthrough: Cor explains the significance of the maiden resource at Rhosgobel, which contributed 2.25 million ounces after only five months of total drilling.
- Near-Surface Economics: A breakdown of the high-grade components at surface, including a significant zone grading over 1.0 g/t gold, which provides potential for favorable project economics and minimal stripping.
- Expansion Strategy for 2026: Insights into the upcoming 60,000-meter drill program, with 30,000 meters dedicated specifically to stepping out and defining the true scale of the Rhosgobel deposit.
- Tier-1 Asset Potential: A comparison to other major Yukon intrusions like Fort Knox and Eagle Mine.
- Exploration Beyond the Core: A look at the "Blue Sky" potential across the Clear Creek Intrusive Complex, where nine of eleven intrusions have already shown gold mineralization.
If you have any follow up questions for the team at Sitka Gold please email me at [email protected].
Click here visit the Sitka Gold website to learn more about the Company - https://sitkagoldcorp.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.
11 min - Silver Tiger Metals – Rationale For The Recent Financing and Flexibility, Debt Optionality, and Construction Activities Underway At El Tigre
Glenn Jessome, President & CEO of Silver Tiger Metals (TSX.V:SLVR) (OTCQX:SLVTF), joins me for a candid and nuanced conversation on why the Company elected to take the recent financing instead of a larger debt package; while also still leveraging the debt term sheets in place for the combined surface and underground development of the El Tigre Silver-Gold Project in Sonora, Mexico.
We start off reviewing the reality that negotiating a debt deal is much more complex, with more restrictions and debt covenants, than most people realize. The company has narrowed the 3 debt term providers down to just 2 now, and are they are still pursuing debt for the larger overall needs. Glenn unpacks the sequence of events and his thought process on why they opted to go with the financing instead, and outlines the decision making process for those investors that were surprised, confused, or that had submitted questions about this transaction.
On Feb. 18, 2026 Silver Tiger Metals announced it had closed its previously announced bought deal offering of common shares of the Company with a syndicate of underwriters. An aggregate of 49,146,400 Shares at a price of C$1.17 per Share for gross proceeds to the Company of C$57,501,288 were sold, which includes the exercise in full of the Underwriters' over-allotment option. The Company intends to use the proceeds of the Offering to fund exploration and development expenditures at the Company's El Tigre Project in Mexico, as well as for working capital and general corporate purposes.
We also dive into all the construction activities already underway on the ground at El Tigre, and what criteria are being decided on in the background by the board and management team to be able to announce the official construction decision in March.
If you have any follow up questions for Glenn regarding Silver Tiger Metals, then please email them into me at [email protected].
- In full disclosure, Shad is a shareholder of Silver Tiger Metals 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 Silver Tiger Metals
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.
37 min - Novo Resources - Equity Raise & Drilling Outlook At Pilbara Assets & Belltopper
In this company update, we sit down with Mike Spreadborough, Executive Co-Chairman, and Quinton Hennigh, Non-Executive Co-Chairman of Novo Resources Corp (TSX: NVO | ASX: NVO | OTCQX: NSRPF). to discuss the recent news out of the company. The team provides a deep dive into their recent C$5.8 million equity raise, the performance of their investment in San Cristobal Mining (SCM), and an ambitious drilling schedule set to kick off in Q2 2026.
Discussion Highlights:
- Strategic Equity Financing: Mike outlines the details of the C$5.8 million raise, explaining how the funds will be deployed to accelerate exploration programs across the Pilbara and Belltopper projects.
- San Cristobal Mining (SCM) Value: The team discusses Novo’s strategic stake in SCM, a private silver producer. Quinton explains the decision to hold the shares due to strong silver prices and consistent dividend yields, which help offset corporate overhead.
- Q2 Pilbara Drill Plans: A breakdown of the upcoming 12-week program starting in April, targeting high-priority sites including Wylloo (gold-silver-antimony), Balla Balla, and the maiden drilling at Teichman.
- Belltopper Project Potential: Quinton highlights the "Fosterville-style" characteristics of the Belltopper project in Victoria. With a target modeling 880,000 ounces of gold (upside case), the company is preparing for a major diamond and RC program later this year.
- Egina JV Update: Insight into the partnership with Northern Star (ASX: NST), including expectations for a resource update at the Hemi gold project and the broader strategy for the Egina Joint Venture.
Please email me with any follow up questions for Mike, Quinton, and the team at Novo Resources. My email address is [email protected].
Click here to visit the Novo Resources website to learn more about all the projects and exploration programs.
------------------
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.
18 min - Trader Ferg - Opportunities in Oil Services, Uranium Stocks, And One Sector We Have Never Considered
In this special daily editorial, we are pleased to introduce Trader Ferg, a contrarian investor and author of the Trader Ferg Substack. With a focus on deeply unloved, cyclical sectors, Trader Ferg joins us to share which sectors and subsectors of stocks have the best long-term upside, mostly in commodities.
Key Discussion Points- Oil Services and Offshore Drilling: An analysis of the "beat-up" oil service space, specifically focusing on the survivors of the 2014 and 2020 downturns and the massive potential in drill rig fleets as capacity remains tight.
- Uranium and Nuclear Energy: Why uranium remains one of the most "airtight" investment theses in the market, with a focus on the necessity of price floors reaching triple digits to incentivize essential greenfield production.
- Global Exchange Operators: A unique look at the "toll road" business model of exchanges (EXS).
Click here to read over Trader Ferg’s background. - https://traderferg.substack.com/about
Click here to visit Trader Ferg’s Substack. - https://traderferg.substack.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.
20 min - Verdera Energy - Newly Listed Uranium Stock: Largest Land Position In New Mexico, Assets From enCore Energy
In this episode, we introduce Verdera Energy (TSX.V: V), a newly public uranium company that recently began trading on the TSX Venture Exchange. I am joined by Janet Lee-Sheriff, Chair of the Board and CEO, to discuss the company’s strategic position in New Mexico and its path forward in the domestic energy sector. Verdera Energy now holds the largest land position in the historic Grants Uranium District in New Mexico.
Key Discussion Points:- Public Debut and Strategic Assets: Verdera Energy began trading under the symbol V on the TSX Venture Exchange on February 24, 2026, following a spin-out of assets from Encore Energy.
- Dominant Land Position: The company controls 400 square miles of "checkerboard" lands in New Mexico, representing the largest land position in the state's premier uranium district.
- Unrivaled Data Advantage: Verdera holds an extensive proprietary database, including over 120,000 drill hole logs, which provides a significant head start in modernizing technical reports and identifying new opportunities.
- Project Pipeline: Updates on the Crownpoint-Hosta Butte and West Largo projects, including plans for community engagement and the application for new drill permits to expand known resources.
- Financial Overview: The company recently completed a $20 million raise, providing a two-year cash runway to execute its exploration and development strategy.
Click here to visit the Verdera Energy website.
-------------
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.
13 min - Dana Lyons - Is the Growth Era Over? Outperformance In Value, International Markets, Gold and Silver Miners
In this episode of The KE Report, I sit down with Dana Lyons, Fund Manager and Editor of The Lyons Share Pro, to discuss a significant regime shift currently unfolding in the financial markets. After nearly two decades of dominance by US large-cap growth and tech stocks, the tide appears to be turning toward value sectors and international equities.
Dana provides a technical deep dive into why this rotation may just be in its infancy and identifies which global markets are finally breaking out of multi-decade stagnation. We also explore the recent volatility in the precious metals sector and how to strategically position for the next leg of the bull market in miners.
Key Discussion Points:
- The Value vs. Growth Reversal: Dana explains why the 20-year outperformance of growth stocks may have peaked in late 2025, signaling a long-term shift toward consumer staples, utilities, and industrials.
- Broad Market Strength: A look at why "true" broad averages - including equal-weight and mid-cap indices - are showing more sustainable strength than the tech-heavy S&P 500 or Nasdaq 100.
- International Equity Breakouts: Why markets in Europe, Japan, and emerging economies like Peru and Argentina are finally clearing 25-year resistance levels, offering a fresh alternative to domestic US stocks.
- Precious Metals Strategy: An analysis of the recent "mini-crash" in silver and gold, the importance of hedging at extension levels, and why the current consolidation is a buying opportunity for gold and silver miners.
Click here to visit the Lyons Share Pro website and learn more about Dana’s investment services - https://lyonssharepro.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.18 min - Stillwater Critical Minerals – Exploration and Resource Update Catalysts At The Stillwater West Polymetallic Project
[Recorded February 20th, 2026] Michael Rowley, President & CEO, of Stillwater Critical Minerals (TSX.V: PGE – OTCQB: PGEZF), joins me to review the key catalysts on tap for 2026 and beyond. In the near-term, the focus will be on releasing drill assay results from the 2025 exploration program, the evolving understanding of the broader geological model, and that once all results are processed there will be an update to the NI 43-101-compliant Mineral Resource Estimate (“MRE”) for the Company’s 100%-owned Stillwater West critical minerals project in Montana, USA.
We review the advantages polymetallic nature of the Stillwater West Project, which hosts nickel, copper, cobalt, chromium, platinum, palladium, rhodium, ruthenium, iridium, gold, and osmium – a unique mix of battery, alloy, and platinum group metals essential to clean energy, defense, and technology supply chains. We contrast the benefits with the complexity involved with communicating to the marketplace and policy makers with regards precisely which metals are driving the value forwards.
Mike explains that this new geological model and understanding of the Stillwater West Project through the lens of the South African Bushveld Complex as a parallel is so crucial to unlocking the value proposition of the Project and for future exploration targeting. It is also quite constructive have Dr. Danie Grobler, Vice President of Exploration, Albie Brits, Senior Geologist, provide different layers of input and collaboration with Tim Kuhl and the Mine Technical Services (MTS) team on the updated Stillwater resource estimate. Their extensive experience in Platreef-type geology and resource estimation is expected to provide significant value to the Project.
Highlights and upcoming catalysts:
- The 2025 drill campaign is now complete, totaling 3,471m in eight holes, with all assays pending near-term release (the first 2 holes results were leased in news out today a few days after the recording of this interview)
- The updated MRE will incorporate 14 drill holes totaling 5,781 meters (“m”) from the 2023 and 2025 programs, plus select historic holes not included in the current estimate.
- The updated Mineral Resource Estimate is expected in the latter part of H1 2026, and it will mark the next step in advancing Stillwater West as a potential large-scale source of ten minerals listed as critical in the U.S.
- The update will build upon the January 25, 2023, Inferred Mineral Resource and results will support further technical studies and economic assessments.
- The work is being led by Mr. Timothy Kuhl (MTS) and Dr. Danie Grobler (Stillwater) who together previously worked with the late Dr. Harry Parker on the resource estimation and technical reports for Ivanhoe Mines’ Platreef Mine.
We go on to discuss with Mike the challenges and opportunities in defining the large-scale polymetallic and critical mineral resources at Stillwater West; and why it has the attention of large major producers, like their strategic partner Glencore, along with attention from the US and Montana government. We discuss how the nickel, copper, cobalt, and chrome tie into the growing industry demands for battery metals, energy metals, and defense metals. Additionally, with platinum, palladium, rhodium, and gold all demonstrating strong recent market performance, Stillwater West offers significant leverage to these precious metals.
If you have any questions for Mike or the team at Stillwater Critical Minerals, then please email them into me at [email protected].
Click here to follow the latest news from Stillwater Critical Minerals
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.
23 min
About The KE Report
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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…
to help investors navigate the markets.
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