The KE Report

We’re joined by Dave Erfle, founder and editor of Junior Miner Junky, to break down the ongoing strength in precious metals. Gold is holding above $3,800/oz and silver over $44/oz, with mining stocks - both large and small - continuing to outperform.

Discussion highlights:

Stocks mentioned:

Click here to visit the Junior Miner Junky website to learn more about Dave’s investment letter. 

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We welcome back Eric Roth, President & CEO of Capella Minerals (TSX-V: CMIL - OTCQB: CMILF) for an important company update.

Earlier this summer, Capella announced a strategic joint venture earn-in agreement with Tümad Mining, a major Turkish gold producer. That deal is now finalized, setting the stage for significant exploration across Capella’s copper and gold assets in Norway and Finland.

Key Discussion Points:

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We welcome Mike Allen, President & CEO of StrikePoint Gold (TSX-V: SKP - OTCQB: STKXF), for a full introduction to the company’s flagship Hercules Gold Project in Nevada.

Key discussion points include:

Click here to visit the Strikepoint Gold website to learn more about the Company. 

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Erik Wetterling, Founder and Editor of The Hedgeless Horseman website, joins us to review why the value proposition in the exploration alpha plays are based around news catalysts and milestones, more so that higher metals prices.  For this very reason, he’s less interested in the sector sentiment turns we’ve seen in the valuations of producers and advanced developers in the higher underlying metals price environment, and more animated by the fundamental prospectivity of the explorers that haven’t moved up as much yet, but have the biggest potential for gains if they deliver on their thesis and make a discovery and define a significant future economic deposit.

Erik discusses some of the nuances around valuing the potential upside in gold and copper exploration companies, that have compelling drill targets, large strategic shareholders that have already vetting the projects and management teams, are in the right jurisdictions, and that have the potential for rapid upside moves if they make compelling discoveries while expanding resources.

  >> The companies we discussed in the interview are:

* In full disclosure, some companies mentioned by Erik in this interview, are positions held in his personal portfolio, and also may be site sponsors of The Hedgeless Horseman website at the time of this recording.

Click here to follow Erik’s analysis over at The Hedgeless Horseman website

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Sun Peak Metals (TSX.V:PEAK - OTCQB:SUNPF) is making a major strategic move. President & CEO Greg Davis joins us to discuss the recently announced LOI with Saudi Discovery Company and the company’s shift of focus to Saudi Arabia.

Key points:

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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.

We’re joined by TG Watkins, Director of Stocks at Simpler Trading and editor of Profit Pilot, for a deep dive into his current bull market playbook.

TG shares insights on how he’s positioning across multiple sectors during this risk-on environment and how traders can manage positions when stocks go vertical.

Key topics discussed:

Click here to visit TG’s site - Profit Pilot

Stocks/ETFs Mentioned:

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The KE Report: https://kereport.substack.com/

Shad’s resource market commentary: https://excelsiorprosperity.substack.com/

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In this KE Report company update, CEO Alain Lambert of Prismo Metals (CSE:PRIZ - OTCQB:PMOMF - FSE:7KU) provides details on the latest discovery at the Silver King Project in Arizona. The company has identified porphyry-style copper mineralization, adding a new dimension to its exploration plans.

Highlights from the discussion include:

Click here to visit the Prismo Metals website 

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Rick Bensignor, President of Bensignor Investment Strategies and editor of Supposedly Irrelevant Factors, joins us to discuss practical trading strategies for persistent bull markets across U.S. equities, precious metals, and select international markets. We focus on how to manage winners without getting shaken out by every “it’s overbought” headline.

SPY, QQQ, DIA, TSLA, PAAS, SLV, GLD, GDX, INTC, NVDA, PFE.

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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.

This week The KE Report Weekend Show dives into two hot topics: Cory and Shad’s takeaways from the Beaver Creek Precious Metals Summit, and Mike Larson’s insights on Fed policy and sector leadership. Both conversations point to one conclusion: we’re in a bull market for stocks and metals… but are we mid-game or late innings?

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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.

In this KE Report update we’re joined by Tara Christie, President & CEO of Banyan Gold (TSX.V: BYN - OTCQB: BYAGF), for a company update on the AurMac Project in Yukon.

In this interview, Tara recaps:

With an existing 7.7Moz gold resource (2.3Moz indicated + 5.5Moz inferred), Banyan is focused on adding ounces above 1 g/t Au and advancing AurMac as a large-scale, mineable open-pit project.

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