The KE Report

The KE Report

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The KE Report episodes

  • Emerita Resources – Permits Granted To Explore 2 Regional Targets At The IBW Project - San Antonio And Terranova, Plus An Acquisition Of The Nueva Celti Project

    David Gower, CEO and Chairman of Emerita Resources (TSX.V: EMO) (OTCQB: EMOTF), joins us to review the news out to the market on September 19th that announced the granting of exploration permits for the San Antonio and Terranova claims, adjacent to and expanding the footprint of their wholly owned polymetallic Iberian West Project (IBW), located in southern Spain.

     

    These 2 new properties add an additional 181 hectares to Emerita’s wholly owned Iberian Pyrite Belt holdings, taking the Company’s total mineral property holdings in the IBW area to 8,144 hectares. The IBW Project hosts three Volcanogenic Massive Sulphide (VMS) deposits, which comprise NI 43-101 compliant mineral resource estimates from the La Romanera, La Infanta and El Cura deposits.

     

    The San Antonio license is located southwest of the Company’s large claim referred to as the Ontario license and is directly along the geological trend of the IBW Project’s La Romanera deposit. For future reference, these claims, along with those formerly referred to as “Ontario” will be treated as a single exploration project area and referred to as the “San Antonio Project”.

     

    The Terranova license also occurs along this mineralized trend along strike of La Romanera and extends the Company’s mineral property close to the border of Portugal. There are several historic small-scale mines on the Terranova license that were mined up to the mid-20th century; including the Vuelta Falsa Mine and the Trimpancho Mine.  Exploration can commence immediately in these newly permitted areas and the Company is developing plans for exploration work on these claims along with the larger San Antonio project.

     

    The company also announced in that same press release from September 19th that Emerita has entered into a letter of intent (“LOI”) with Western Metallica Resources Corp. to acquire 100% ownership of the Nueva Celti Copper Project located 75 km northeast of the city of Seville in the province of Andalusia, Spain; with historic mining operations and situated in the Ossa Morena geological massif.

     

    We discuss all the derisking work going on in the background at the IBW Project, building toward the Pre-Feasibility Study (PFS) for late Q4 of this year, or Q1 of next year, as well as an update on the key environmental permits anticipated to come in over the next couple months.

     

    We wrap up with David summarizing that the Third Section of the Provincial Court of Seville has completed the hearings for the criminal trial on the alleged crimes committed during the process of awarding the Aznalcóllar tender. The hearings commenced on March 3, 2025 and were completed on July 15, 2025. The Trial judges, Angel Márquez Romero (President of the Court), Luis G. de Oro-Pulido Sanz and Carmen Pilar Caracuel Raya, will now prepare their rulings on the criminal allegations. The company is still awaiting further clarity on whether Emerita Resources will be awarded the high-grade polymetallic Aznalcóllar Project later this year, as the only other qualified bidder at the time.

     

     

    If you have any follow up questions for David regarding Emerita Resources, then email those in to us at either [email protected] or [email protected].

     

    Click here to follow the latest news from Emerita 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.

    22 min
  • Darrell Fletcher - Commodities Trading Outlook: Metals Surge, Energy Lags

    In this KE Report Daily Editorial (Sept 29), I’m joined by Darrell Fletcher, Managing Director of Commodities at Bannockburn Capital Markets, who oversees the firm’s commodities trading desk.

    Darrell provides his monthly update on market positioning, trading flows, and price trends across precious metals, base metals, and energy.

    Discussion highlights:

    • Precious metals surge: Gold pushes toward $4,000 while silver breaks above $47, with broader investor flows extending beyond central banks.

    • Copper strength: A steady climb toward $5/lb, boosted by the Freeport Grasberg disruption and tight long-term supply fundamentals.

    • Sector rotation: Silver equities rally sharply, showing heightened volatility compared to gold.

    • Energy weakness: Oil remains stuck in a range with bearish fundamentals; natural gas looks fairly valued heading into winter with ample storage.

    • Big picture: Metals are pulling commodity indices higher even as energy drags, underscoring the sector’s shifting drivers.
    •  

      Stocks mentioned (symbols): Freeport-McMoRan ($FCX)

       

      -------------

      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
    • Palamina Corp - Pivoting Toward High-Grade Silver in Peru

      I’m joined by Andrew Thomson, President & CEO of Palamina Corp (TSX.V:PA – OTCQB:PLMNF), to discuss the company’s strategic pivot toward silver exploration in Peru and the path forward for its growing project portfolio.

      Key discussion points:

      • Silver Focus: Palamina is expanding exploration on its silver-copper projects in Peru, particularly the high-grade Galena Project, located in the Santa Lucia district.

      • Galena Project: Early work highlights silver grades up to 1,000 g/t and copper values exceeding 7%. A gravity survey is set to begin within weeks, with first drilling targeted for early next year.

      • Pluma Project: Acquired from IRANIA. Adjacent project has JOGMEC partnered with Hannan Minerals.

      • Usicayos Gold Project: Permitted for drilling but currently delayed due to landowner negotiations; exploration continues at surface.

      • Project Generator Strategy: With multiple projects across gold, silver, and copper in Peru, Palamina is advancing select assets while exploring JV and option agreements with larger partners.
      •  

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

        Click here to visit the Palamina website to learn more about the Company. 

         

        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
      • Don Durrett - The One-Time Generational Trade In Gold And Silver Stocks Has Arrived

        Don Durrett, Founder and publisher of the website GoldStockData.com and author of the book "How To Invest In Gold And Silver -- A Complete Guide With A Focus On Mining Stocks" joins me to overview why he believes we've finally arrived at a generational one-time trade for the precious metals equities.

         

        This is an informative wide-ranging discussion on how Don approaches investing in gold and silver stocks, and touches upon what investing criteria will lead to 5-baggers, 10-baggers, and even 25-baggers and 50-baggers, why holding more positions than is typically recommended can actually give value investors an edge and takes the emotion out of investing in this sector, and why nobody can actually pick all the winners in advance within their portfolio.

         

        Key Topics Discussed:

         

        • Don's 2-decade history investing in the precious metals sector, why he wrote his book, and why he developed his research website as a teaching tool for investors.
        •  Why Don has always positioned for a one-time generational trade in gold, silver, and the PM equities, and why he believes the period of time for for that trade to unfold has arrived.
        • Don's outlook on gold to eclipse $5,000 in this run and for silver to move to over $100.
        • Don't outlook on the US bond market starting to fail, and while gold and silver will be the beneficiaries if the US treasury market becomes fragile, and no longer risk-free.
        • How to get an edge by diversifying one's portfolio across a larger portfolio, to get better odds at dozens of 5-baggers and 10-baggers, and the potential for a handful of 25-baggers and even 50-baggers
        • Don's mining stock portfolio is now 177 stocks, and while he concedes that is too many positions, he points out that for most investors they should really hold a portfolio of 50-80 gold and silver stocks; unless they are an active trader - where 30 positions are more appropriate. 
        • Don points out that he rarely will have exposure to a 1% position, with the exception of the 2%+ position size he maintains in the 6 ETFs and 3 mutual funds that he holds within his portfolio
        • "I didn't want large positions, and I still don't want large allocations.  I found out that 1% is a large allocation, and I don't take 1% positions very often."
        • Why even his current favorite developer, 1911 Gold Corp (TSXV: AUMB) (OTCQB: AUMBF) is just barely over a 1% position size, and why he will not let it get over 1.5% inside his portfolio despite how much potential it has to rerate higher.
        • Why his strategy takes the emotion out of holding a portfolio of PM stocks, and why active investors with 30 positions or less still will have a lot of risk and also emotion tied to any one position that is weighted too heavily.
        • Why Don doesn't need to use stop losses, and doesn't care if a few individual companies fail.
        • An overview of the disciplined strategy and checklists that Don uses for making acquisitions of any position.  Don shares a checklist of 10 criteria for producers, 6 criteria for developers, and 2 criteria for explorers.
        • Why nobody can truly pick eventual winners, due to the nature of dilution versus value creation, unexpected acquisitions, and unforeseeable discoveries. All investors can do is pick potential winners.
        • Coeur Mining (NYSE: CDE) is a company that didn't do will historically during bear market periods, but one that Don believes every precious metals portfolio should own.  He goes on to share why he feels this is a must own stocks, because of how well it performs during bull market periods, due to the excellent location of their operating mines, and because of how accretive the Silvercrest acquisition was for fixing their balance sheet and their future trajectory.
        • First Majestic Silver Corp. (NYSE: AG) (TSX: AG) has been a poor performer in the past, but Don explains that their acquisition of Gatos Silver fixed the company, but that he believes a future acquisition could make them an even-better overall company.
        • Avino Silver & Gold Mines Ltd. (TSX: ASM)(NYSE American: ASM) was a stock Don believes could be as much as a 50-bagger from the low to the eventual high in a $5,000 gold and $100 silver environment.  Even though the stock has run up over 6X on this recent move the last 2 years, Don still believes Avino is undervalued and heading much higher, but that it is also a prime takeover target in this cycle.
        • Endeavour Silver Corp. (TSX: EDR) (NYSE: EXK) is one of the 8 silver stocks that Don believes you can "marry" for this PM cycle.  He unpacks why he has changed his mind from not initially liking the recent acquisition of their Kolpa Mine in Peru, to now seeing it as very forward-looking and value-accretive for the longer term.  Additionally, Don highlights why the Terronera Mine just finishing construction and beginning the ramp-up into production is going to be so significant to the company's growth profile and costs, along with the very large Pitarrilla Mine which is up next in the development cue. 
        •  

          • In full disclosure, Shad is a shareholder of Coeur Mining, Avino Silver and Gold, and Endeavour Silver, and may choose to buy or sell shares at any time. 
          •  

            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.

             

            Click here to visit Don's website Gold Stock Data

             

            Click here to order Don's book - How To Invest In Gold and Silver

            34 min
          • Weekend Show - Matt Geiger & Dan Steffens - Metals Mania: What’s Real, What’s Next - Plus Oil & Gas Opportunities

            This weekend’s KE Report show dives deep into two key corners of the commodities market. In the first half, Matt Geiger breaks down precious metals sentiment post-Beaver Creek and where copper could be the next big mover. In the second half, Dan Steffens highlights why select oil and gas names remain undervalued despite a flat pricing environment.

            • Segment 1 & 2 - Managing Partner Matt Geiger of MJG Capital joins to discuss Beaver Creek’s upbeat sentiment and why he sees precious metals in the “middle innings,” expecting near-term consolidation in gold/silver while turning bullish on copper given supply disruptions and an extreme copper-to-gold disconnect. He also weighs in on the Elemental Altus–EMX royalty merger and Tether’s role, majors like Centerra taking stakes in juniors, and his playbook of favoring early-stage copper names, taking profits into hype, raising cash, and redeploying into high-quality pullbacks.
            • Click here to visit the MJG Capital website to learn more about Matt’s fund
            •  

              • Segment 3 & 4 - Dan Steffens, president of the Energy Prospectus Group, argues that even with range-bound oil and gas prices, geopolitical risks and the IEA’s shifting outlook keep supply tight. He highlights company-specific catalysts - Crescent Energy’s merger and hedges, Diamondback’s gas-to-power/AI plans (and Viper Energy), Devon’s buybacks, and dividend-rich Northern Oil & Gas - while favoring natural-gas-weighted names ahead of rising LNG demand, a possible La Niña winter, and increased year-end M&A.
              • Click here to visit the Energy Prospectus Group website for more energy market and stock analysis
              •  

                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 2 min
                • Goliath Resources – Exploration Update - 110 Drill Holes With Over 64,000 Meters Of Drilling Maintained A 100% Hit Rate At The Surebet Gold Discovery

                  Roger Rosmus, Founder, CEO, & Director of Goliath Resources (TSX.V: GOT) (OTCQB: GOTRF), joins us to review the big picture takeaways from the early interpretations and initial assays coming in from the 110 holes and over 64,000 meters drilled with 9 drill rigs and 4 helicopters during the 2025 drill program on Surebet discovery on the Golddigger Property located in the Golden Triangle of British Columbia. The 2025 field season will officially come to an end in the next couple of weeks, once all the logging has been completed.

                   

                  We discussed some of the initial high-grade gold intercepts starting to come back from the lab, but Roger reminds listeners that these are just on the gold, and don’t yet contain the multi-element assays.  Additionally, assays are still pending for 88 drill holes drilled in 2025 along with a few more holes that have been relogged from prior years drilling.

                   

                  100% of the drill holes completed to date in the 2025 drill program at Surebet have intersected substantial quartz-sulphide mineralization. Including 76% of drill holes containing visible gold to the naked eye “VG-NE” have been completed and currently logged in 2025, with more holes still to log.  This clearly demonstrates the continuity and predictability of this expansive gold-rich system that remains wide open.

                   

                  Rogers provides a little more detail on drill density of the over 600 pierce points, the continuity of the high-grade zone that is coming into focus in the Bonanza Zone, where the sediment rock packages contact the volcanic rock packages, and the better overall geological understanding that is emerging at the Surebet discovery. There are now gold results coming in from three distinct rock packages (quartz-sulphide breccias/stock work, RIRG Eocene-aged dykes and calc-silicate altered breccia) showing the untapped discovery potential at this remarkable high-grade gold system that remains open.

                   

                  There will be a flood of assays coming in from this exploration season for many months into the future, so click on the link down below to follow along with all the news from the Company as it hits the newswires.

                   

                   

                  If you have any questions for Roger about Goliath Resources, then please email me at [email protected] and then we’ll get those answered or covered in a future interviews.

                   

                  • 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

                     

                    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
                  • Erdene Resource Development - First Gold Pour at Bayan Khundii & What Comes Next

                    Peter Akerley, President & CEO, Erdene Resource Development (TSX:ERD - MSE:ERDN - OTCQB:ERDCD) joins us to provide a company overview and discuss the first gold pour (announced Sept 14) at the high-grade, open-pit Bayan Khundii mine in Mongolia. Peter outlines the production ramp-up, cash flow outlook, mine-life extension plans, and exploration priorities.

                    What we cover

                    • Bayan Khundii milestone: First gold pour achieved; targeting nameplate ~85–90 koz/yr by year-end, leveraging high-grade open-pit feed and strong margins.

                    • Costs & cash flow: Updated view from the 2023 Feasibility - AISC tracking in the ~$1,100–$1,150/oz range after royalties and capex inflation; at current prices, management frames Bayan Khundii as a “cash machine” at steady state.

                    • Mine life growth: Resource/reserve expansion targeted around the pit with path to 10+ years through lower cut-offs, in-pit/near-pit drilling, and satellite oxides.

                    • Near-mine discoveries: Dark Horse (shallow, oxide, potential for heap-leach add-on) and a blind target ~0.5 km west of the pit showing multi-g/t intercepts at depth.

                    • District scale: Earlier discovery Altan Nar to be revisited as cash flow builds.

                    • Partnership & build: 50/50 JV with a leading Mongolian mining group.

                    • Balance sheet & debt: Shareholder loan targeted for rapid paydown as production stabilizes; exploration continues in parallel given robust operating cash generation.

                    • News flow ahead: Commercial production/nameplate updates, near-mine drill results, expansion studies, and broader district exploration.


                    • Click here to visit the Erdene Resource Development 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. 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.

                          24 min
                        • Snowline Gold - Big Step-Outs at Jupiter & Ongoing Growth at Valley Deposit, New Mineralized Zone

                          I’m joined by Scott Berdahl, CEO of Snowline Gold (TSX.V:SGD - OTCQB:SNWGF), for an update on the company’s recent drill results and broader exploration progress across the Yukon.

                          Key discussion points:

                          Jupiter Target (Einarson Project):

                          • Strike length extended by ~550m, bringing mineralized trend to ~1.9 km and open along strike.

                          • Highlight intercept: 6.8 g/t gold over 9m.

                          • Strategy mirrors Valley’s early success with large step-outs to quickly test scale before infill.

                          • Next steps: blend of selective infill, deeper tests, and additional step-outs to north and south.

                          • Valley Deposit (Rogue Project):

                            • Current resource: 7.9 Moz Indicated + 0.9 Moz Inferred.

                            • New mineralized zone discovered east of the proposed pit, with visible gold.

                            • Recent holes confirm continued growth at the margins, including intercepts beyond the current pit shell.

                            • Engineering and environmental baseline work advancing alongside drilling.

                            • Regional Exploration:

                              • Seven additional targets drilled at Rogue in 2025 (Cujo, Ramsey, Aurelius, JP, Gracie, Duke, Charlotte) totaling over 6,000m.

                              • Two holes completed at Neptune (Einarson Project); assays pending.

                              • Strategic goal: identify another Valley-scale system while continuing to expand Valley.

                              • Snowline is executing on a dual-track strategy - advancing Valley toward development while systematically testing district-scale opportunities. The combination of strong Valley resource growth and Jupiter’s step-out success highlights the potential for multiple large discoveries across the company’s portfolio.

                                 

                                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. 

                                 

                                -----------------

                                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.

                                21 min
                              • Kootenay Silver - Columba Project Update: Maiden 54Moz Silver Resource, 50,000M Drilling To Expand The Resource

                                I’m joined by Jim McDonald, President & CEO of Kootenay Silver (TSX-V: KTN - OTCQX: KOOYF), for an update on the company’s progress at the Columba Project in Mexico.

                                This conversation covers:

                                • Maiden Resource Estimate - 54M oz silver at 284 g/t, supported by 53,000m of drilling across 214 holes.

                                • Key Veins Driving Growth - D-Vein alone holds ~60% of the ounces; additional ounces at Lupe, B, and F veins.

                                • 50,000m Drill Program Underway - Funded by a recent $20M financing, with two rigs turning and results expected regularly over the next 8–10 months.

                                • Expansion Strategy - Step-outs around existing zones (all open along strike and depth), plus deeper drilling and new target testing.

                                • Next Steps - Potential to grow toward 100M oz, followed by a resource update and possible PEA.

                                • If you have any follow up questions for Jim please email us at [email protected] or [email protected]. 

                                   

                                  Click here to visit the Kootenay Silver website to read over the corporate presentation and 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. 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
                                • Jordan Roy-Byrne – When To Buy, Hold, or Trim Precious Metals Stocks As This Bull Market Evolves

                                  Jordan Roy-Byrne, CMT, MFTA, Editor and Publisher of The Daily Gold, and author of the book “Gold & Silver – The Greatest Bull Market Has Begun – A Once In A Lifetime Investment Opportunity”, joins us to review his medium-term technical outlook for the precious metals space, some potential targets and approaches if we see an intermediate-term corrective move in the gold and silver stocks, and some nuanced approaches for when to buy, hold, or trim positions in ones portfolio.  

                                   

                                   Key topics discussed:

                                   

                                  • Gold looks to be still breaking out of the recent bull flag, and may have a little room left to run to upside targets of $3,900 - $3,950.
                                  •  

                                    • The short to medium-term picture is a bit more murky, and so it is unclear if gold has the energy to blast up past $4,000-$4,200, completing the logarithmic extension of the longer-term 13-year cup and handle pattern breakout, before putting in a more meaningful corrective move, or…
                                    •  

                                      • After this current moves tops, then we’ll likely see a more meaningful correction to digest these moves. Investors and traders will need to get clear on their strategy of whether they want to just hold through that period and add to positions with cash reserves once it is extended, or if they want to get out of the way of the move down.
                                      •  

                                        • If GDX and GDXJ both correct down by 20%-25% then some of the juniors may go down about double that by 40%-50%. Investors should have a strategy in advance of how they want to approach that kind of scenario in the portfolio or watch list, should that play out in the medium-term.
                                        •  

                                          • With regards to when to trim, Jordan advises that there are 3 scenarios that he considers: 1) if a position has become to large of a weighting within one’s portfolio. (2) if a longer term 3-5 year chart shows a stock has done a huge parabolic rhino horn, as there is likely not as good of a risk/reward setup at this point (3) if the fundamentals drivers for a stock have changed or lack the value creation catalysts over the next 12-18 months.
                                          •  

                                            • He also goes on to unpack why he currently has a higher concentration to silver stocks than is typical, when compared to his normal weighting to gold positions, when we are at this point in the cycle, where silver has started to lead.
                                            •  

                                              • Jordan also shares why he’s positioned in more developers and producers in his portfolio than explorers at this point in the cycle. He is seeing the biggest value in the developers with defined ounces in the ground and improving economic studies based on the higher metals prices.
                                              •  

                                                Click here for exclusive stock picks and Jordan’s deeper analysis at The Daily Gold.

                                                22 min

                                              About The KE Report

                                              From the publisher's feed

                                              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…

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