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The KE Report episodes
- Craig Hemke - Precious Metals Market Overview: Metals Coil, Q4 Setups & Seasonality
In this KE Report Daily Editorial, we chat with Craig Hemke, Founder and Editor of TF Metals Report Markets as markets are quiet and metals are range-bound. Craig explains why this “dog-days” lull could set up a strong year-end. We discuss seasonal trends, Q4 price strength, and what catalysts may kick-start the next move higher.
Interview Highlights:
- Quiet Markets:
Trading feels like a late-summer pause as most sectors drift sideways.- Q4 Price Advantage:
Gold and silver prices remain well above Q3 levels, locking in stronger margins for producers.- Investor Hesitation:
Many traders expect a pullback, leaving room for surprise when sentiment shifts.- Selective Stock Picking:
If metals hold steady, focus turns to free cash flow, dividends, and takeover potential.- Year-End Watch:
Few tax-loss pressures this year; attention now shifts to the December Fed meeting and late-quarter data.Click here to visit Craig’s website - TF Metals Report
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For more market commentary & interview summaries, subscribe to our Substacks:
https://kereport.substack.com/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.22 min - Quiet Markets:
- Pinnacle Silver and Gold - Advancing El Potrero Toward Drilling, Expanding Targets
In this KE Report Company Update, we’re joined by Bob Archer, President and CEO of Pinnacle Silver and Gold (TSX.V:PINN - OTC:PSGCF - FSE:P9J), for an update on the El Potrero Project in Mexico.
Bob discusses the latest sampling results, upcoming drill plans, and the company’s growth strategy as Mexico’s mining sector shows renewed momentum.
Key Discussion Highlights:
- New Mineralized Zone:
Over 700 underground samples confirm both extensions of known veins and a newly identified zone within the Dos de Mayo system.- Drill Plans:
Underground drilling expected to begin in Q1 2026, starting at Pinos Ques, then Dos de Mayo and La Dura.- Positive Permitting Environment:
Recent approvals, like Silver Tiger’s, signal that Mexico is open for mining again.- Exploration Expansion:
A LiDAR survey is underway to map structures and identify new targets such as La Australia, 500m south of the main trend.- Growth Outlook:
Pinnacle is actively reviewing additional past-producing projects to fast-track future production.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
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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. 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 companie15 min - New Mineralized Zone:
- Metalla Royalty & Streaming - Record-Breaking Q3 and Expanding Growth Pipeline
In this KE Report Company Update, we’re joined by Brett Heath, CEO of Metalla Royalty & Streaming (TSX.V:MTA - NYSE:MTA), to review the company’s record-breaking Q3 financials and updates on key royalty assets advancing toward higher production.
Key Discussion Highlights:
- Record Q3 Results:
First-ever positive net income alongside record revenue, cash flow, and adjusted EBITDA.- Rising Gold Equivalent Ounces:
Deliveries climbed to 1,155 GEOs, driven by Tocantinzinho, La Guitarra, and new Endeavor royalties.- Côté-Gosselin Royalty Expansion:
Increased to 1.5% NSR on IAMGOLD’s growing project, expected to exceed 10Moz by 2026.- Top Performing Assets:
Tocantinzinho and Wharf mines showing strong output; Endeavor began paying royalties in Q3.- Growth Pipeline:
Copper World (Hudbay–Mitsubishi), Taca Taca, and Castle Mountain moving toward construction.- Financial Strength:
Near net-cash position with a US$75M credit facility to fund future acquisitions.Please email me with any other questions you have for Brett - [email protected].
Click here to visit the Metalla Royalty & Streaming website to learn more about the Company and portfolio of royalty and stream assets.
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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. 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.22 min - Record Q3 Results:
- Weekend Show - Matt Geiger & Brien Lundin - Precious Metals Portfolio Strategy: What Stocks To Hold And Where To Rotate
Precious metals rebound, copper positioning, and insights from the New Orleans Investment Conference
This week’s Weekend Show dives deep into the current phase of the metals bull market - exploring how investors should navigate the sharp rebounds in gold and silver and where to look next as copper and base metals build momentum.
- Segment 1 & 2 - We’re joined by Matt Geiger, Managing Partner at MJG Capital, to unpack the precious-metals pullback and rebound - his base case is a multi-month consolidation within an intact bull market, with producers showing leverage and M&A accelerating. He discusses how MJG has trimmed precious-metals exposure, built cash, stayed overweight copper on looming supply deficits, and is favoring high-quality juniors and prospect generators.
- Click here to visit the MJG Capital website to learn more about Matt’s fund
- Segment 3 & 4 - Wrapping up the show with Brien Lundin, editor of The Gold Newsletter and host of the New Orleans Investment Conference, discussing the strong turnout and investor optimism at this year’s event, the continued undervaluation and upside potential in precious metals and energy stocks, the importance of identifying credible newsletter writers, and his insights on portfolio strategy and standout exploration plays in the current metals bull market.
- Click here to learn more about the New Orleans Investment Conference and access the conference recordings.
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. 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 may own shares in companies mentioned.
1 hr 3 min - Graphene Manufacturing Group - THERMAL-XR®, G® Lubricant, Battery Development Updates: Australian Distribution Agreement, Answering Your Questions
In this KE Report Company Update, we’re joined by Craig Nicol, Founder and CEO of Graphene Manufacturing Group (TSX.V:GMG - OTCQX:GMGMF), for a detailed discussion on the company’s latest milestones across its Thermal-XR®, G® Lubricant, and battery divisions - including key distribution deals, EPA approval timelines, and next-generation production plans.
Interview Highlights:
Thermal-XR® Expansion:
New Beijer Ref and Kirby Network agreement in Australia adds coating as a standard option on HVAC coils, backed by a 5-year warranty and energy savings.U.S. Market Entry:
EPA approval expected by December, enabling Nu-Calgon rollout and first shipments to U.S. customers.G® Lubricant Rollout:
European sales launching with palletized product; strong trial feedback and early fleet testing showing up to 30% fuel savings.Battery Development:
Advancing fast-charge graphene aluminum-ion battery; validation testing underway with Rio Tinto (NYSE:RIO) and other partners.Graphene Scale-Up:
Gen-2 production system under construction in Brisbane - 20× output increase, low capex (~A$2M), and future North America expansion planned.Upcoming Catalysts:
- EPA approval and U.S. product launch
- Distribution & fleet data updates
- Battery testing results
- Gen-2 plant commissioning mid-2026
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:
https://kereport.substack.com/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.29 min - EPA approval and U.S. product launch
- Marc Chandler - What Mattered This Week: Central Bank Expectation Changes, Currencies, and the AI Market Hype
In this KE Report Daily Editorial, we chat with Marc Chandler, Managing Partner at Bannockburn Global Forex and Editor of Marc to Market, about shifting global monetary policies, currency trends, and the ongoing dominance of the AI trade in shaping market sentiment.
Key Discussion Highlights:
- Fed and BoE Divergence:
Markets cut odds of a Fed rate cut in December, while expecting the Bank of England to ease after weak U.K. data.- Currency Moves:
Dollar Index steadies near 99; Sterling holds firm despite growth worries.- BOJ and Yen:
Bank of Japan unlikely to hike soon; yen nears 155 per USD, raising chances of intervention.- AI Market Hype:
Mark compares today’s AI boom to the dot-com era, warning of overbuild and excess capacity.- Beyond Tech:
Notes weakness in rare earths, but ongoing opportunity in Bombardier and regional transport.Overall, global markets remain range-bound as traders await clearer signals from central banks and tech leaders.
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. 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.17 min - Fed and BoE Divergence:
- Targa Exploration - 2 New Gold Projects In Argentina, Opinaca Drill Results Coming
Targa Exploration (CSE:TEX - OTCQB:TRGEF - FRA:V6Y) is expanding its portfolio with new option agreements on two gold projects in Argentina while advancing its Opinaca Gold Project in Quebec. CEO Cameron Tymstra joins me to outline this strategic move and what’s next for the company.
Key Discussion Points:
- Argentina Expansion: Option to earn up to 80% interest in El Zanjón and Venidero projects.
- Low-Cost, Low-Dilution Terms: Minimal cash outlay and manageable work commitments.
- District Potential: El Zanjón sits on the same trend as Cerro Vanguardia, a 6Moz gold–80Moz silver producer.
- Next Steps: ~2,000m drill program and new IP surveys at El Zanjón; early-stage work at Venidero.
- Opinaca Update: Over 3,600m drilled, assays expected early December.
- Year-Round Exploration: Argentina projects offset Quebec’s winter, ensuring steady news flow.
Click here to visit the Targa website and read over the recent news.
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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. 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.11 min - Argentina Expansion: Option to earn up to 80% interest in El Zanjón and Venidero projects.
- Dave Erfle – Gold And Silver Stocks Rebounding Some This Week, But Valuations Still Have A Lot Of Room To Catch Up To Record Precious Metals Prices
In this Daily Editorial, we welcome back Dave Erfle, Founder and Editor of The Junior Miner Junky, for his technical and fundamental outlook on the gold and silver prices up near record levels, and then the recent rebound in the precious metals stocks. While the PM stocks have done quite well this year, they’ve still not come close to factoring in the huge economic implications of these higher underlying metals prices into their current valuations.
Key takeaways from Dave in this interview:
Gold and Silver Price Strength Continues – With gold up near $4,200 and silver up in the $52-$53 area, after having hit $54 again earlier this week, it is now trying to make $50 the floor instead of a 45-year ceiling.
Miners’ Rebound After A 2-Week Correction – GDX and GDXJ have clawed their way higher since the end of last week, but they’ve not performed as well as some of the quality junior mining stocks have on a percentage basis in this recent recovery.
Chart and Cycle Patterns – After gold hit $3,500 in April, it consolidated for 5 months before resuming its uptrend. When gold recently hit an all-time high near $4,400 in October, it only waited a couple weeks before resuming its uptrend. This may bode well for this correction not being as drawn out in time. Dave would prefer to see the PM sector correct in time versus price, in more of a sideways consolidation to build the strength for the next move higher.
Company Valuations Are Still Cheap In Relation To Current Metals Prices – We are now half way through Q4 at substantially higher metals prices than in Q3, and yet the market caps and gains in the stocks have not even come close to reflecting the higher gold and silver producer margins, nor the improved economics of development-stage projects.
Merger and Acquisition Transactions Continue – After IAMGOLD’s (IMG.TO) recent twin acquisitions, and Coeur Mining’s (CDE) takeover of New Gold (NGD), we’ve also seen news that Probe Gold (TSX: PRB) (OTCQB: PROBF) is being acquired by Fresnillo Plc. (FRES.L) (FNLPF). Dave highlights why he feels that the takeover premium for Probe is on the low side at US$56 per ounce of gold in the ground, and that he and his subscribers are waiting to see if Probe gets a counter-offer from a larger producer like Agnico Eagle or Kinross Gold. He goes on to highlight why a higher valued takeover offer would be good for the whole sector; with regards to what quality ounces in the ground in a top tier jurisdiction are being valued at.
Silver Tiger's Receipt Of A New Open-Pit Permit A Boon To Mexican PM Stocks - We discuss how in addition to the nice pop we saw in Silver Tiger Metals Inc. (TSXV:SLVR)(OTCQX:SLVTF) after receipt of their open-pit mining permit at El Tigre, that other Mexican companies like GoGold Resources Inc. (TSX: GGD) (OTCQX: GLGDF) and Discovery Silver Corp. (TSX: DSV) (OTCQX: DSVSF) also moved higher in reaction to this permitting milestone achieved.
Click here to visit the Junior Miner Junky website to learn more about Dave’s investment letter.
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.
25 min - Magma Silver - Advancing the Niñobamba Silver-Gold Project in Peru
In this episode, Steve Barley introduces Magma Silver (TSX.V:MGMA - OTCQB:MAGMF - FSE:BC21) and its flagship Niñobamba Silver-Gold Project in Peru. Steve discusses the project’s extensive history, recent exploration, and next steps toward resource definition.
Key Discussion Points:
- Project Background:
First time the entire Niñobamba land package has been consolidated under one company; over 65 historic drill holes and US$10M in prior exploration by major miners.- Strong Discovery Potential:
Magma’s work has exceeded past results, including 10m @ 2 g/t gold and 5m @ 4 oz/t silver, confirming high-grade continuity.- Drill Program Funded & Permitted:
Drill permits secured at the Jorimina zone; a $5M financing (led by Research Capital) - including investment from Eric Sprott - supports a Q1 2026 drill campaign.- Community & Surface Work:
Negotiating community access agreements for the Niñobamba Main area to allow trenching, sampling, and future drilling.- Experienced Team:
Leadership includes Steve Barley (CEO), Jeff Reeder (Technical Advisor) with 30+ years in Peru, and a seasoned local geological team.- Tight Share Structure:
~37M shares outstanding.Please email us with any follow up questions for Steve - [email protected] and [email protected]
Click here to visit the Magma Silver 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. 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.14 min - Project Background:
- Vizsla Silver - Panuco Feasibility Overview: After-Tax NPV (5%) of US$1,802 million, After-Tax IRR of 111%, Initial Costs of US$173 million
Vizsla Silver just released its Feasibility Study for the Panuco Project (Nov 12). Mike Konnert, President & CEO of Vizsla Silver (TSX:VZLA, NYSE:VZLA), walks through the headline economics, funding, growth runway, and permitting path.
- Feasibility Results:
After-tax NPV US$1.8B, IRR 111%, AISC ~US$10.61/oz, and payback in ~7 months. Driven by low upfront capital and strong margins.- Capital & Funding:
Capex US$238M (net ~US$173M). Fully funded with US$200M cash, US$220M Macquarie facility, and ~US$40M in equities.- Mine Plan & Upside:
Only 12.8Mt of the ~25Mt global resource used in reserves. Large potential for conversion and expansion near Napoleon, Copala, and La Luisa.- District Growth:
Ongoing drilling with four rigs targeting Animas, Santa Fe, and additional veins for long-term expansion.- Sensitivity & Strength:
Even at US$17 Ag and US$1,550 Au, NPV US$460M, IRR 42%.- Permitting & Build:
Fully engineered, test mining underway, and permits expected mid-2026. Ready to build once granted.- Valuation & Outlook:
Trading near 0.5× NAV with potential re-rating as it advances to production. Targeting 50Moz AgEq/yr within 10 years.If you have any follow up questions for Mike please email me at [email protected].
Vizsla Silver will be hosting a webcast to discuss the Panuco Project Feasibility Study at 10:00 am PT (1:00 pm ET) on November 24th. To register, please click here
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For more market commentary & interview summaries, subscribe to our Substacks:
https://kereport.substack.com/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.25 min - Feasibility Results:
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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