The KE Report provides exclusive interviews with private money managers and sub $10 billion market cap stocks. Interviews are published daily to help investors navigate the markets.
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In this daily editorial for Tuesday, February 10, 2026, we are joined by Dave Erfle, the founder and editor of the Junior Miner Junky. As precious metals navigate a volatile range, with gold holding near $5,000 and silver around $80, Dave shares his tactical approach to portfolio management, risk mitigation, and the shifting dynamics between majors and juniors. Key Discussion Points Strategic Profit Taking: Dave explains his recent decision to alert subscribers to sell portions of their holdings...
In this company update, we sit down with Mike Spreadborough, Executive Co-Chairman, and Kas De Luca, General Manager of Exploration at Novo Resources (TSX: NVO | ASX: NVO | OTCQX: NSRPF). We dive into the latest project update from the Wyloo Project, situated in the Southern Pilbara region of Western Australia, where the company has identified significant new high-grade targets. The discussion focuses on the emergence of the Wyloo SE and Wyloo SW targets, a 5-kilometer trend that has shifted Wyl...
Tim Shearcroft, CEO and Co-Founder of BP Silver Corp. (TSXV: BPAG), joins me for a review of the results from the first two drill holes of its initial eleven-hole Phase I drill program at the Cosuño Silver Project, located in the prolific Bolivian silver belt. 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. The Phase I drill program tested four initial targets in the southern port...
Peter Boockvar analyzes recent volatility in precious metals, discussing their consolidation period and risks to the bull market. He explores how deglobalization and geopolitical tensions are driving demand for base and critical metals, alongside a bullish outlook for energy markets due to underinvestment and producer profitability. The episode concludes with insights into Q4 earnings, undervalued commodity stocks, and strategic sector positioning for 2026, including defensive consumer staples amidst slowing AI growth and the multi-year impact of tariffs.
Maura Kolb, President, of Dryden Gold Corp (TSX.V: DRY) (OTCQB: DRYGF), joins me for an exclusive video update recapping the recent exploration results from early 2026, key takeaways from the prior 2025 exploration program, and the larger fully-funded 2026 work program at the 3 regional areas: Gold Rock Camp, Sherridon, and Hyndman across their Dryden Gold District, in Northwestern Ontario, Canada. We also review the constructive signal seen when a few key stakeholders topped their company inves...
In this daily editorial, we are joined by Craig Hemke, Founder and Editor of the TF Metals Report, to dissect one of the most volatile periods in recent precious metals history. Following a series of dramatic price swings, Craig shares his perspective on the structural "washout" in the paper markets and why the current setup may be a strong signal that a sustainable bottom is in place. Key discussion points: COT Report Insights: Craig analyzes the massive liquidations shown in the Commitment of ...
In this company update, we welcome back Greg McKenzie, President and CEO of Silver Storm Mining Ltd. (TSXV: SVRS | OTCQX: SVRSF | FSE: SVR). Following our initial introduction in December, Greg returns to discuss the significant operational milestones achieved as the Company nears the anticipated Q2 2026 restart of the La Parrilla Silver Mine Complex in Durango, Mexico. We also dive into the Company’s parallel exploration strategy, highlighted by a 6,000-meter underground drilling program aimed ...
This Weekend Show pairs Brien Lundin (Gold Newsletter) with Cory & Shad’s MarketQuick Take to unpack the same question from two angles: was the silver/gold surge a true breakout… or a blow-off top? From conference-floor euphoria and record volume to a historic, gut-wrenching reversal, this Weekend Show digs into what this volatility really means, and how investors can survive (and potentially benefit) from the chop ahead. Segment 1 & 2 - Brien Lundin, editor of the Gold Newsletter and ho...
In this company update, we sit down with Garrett Ainsworth, President, CEO, and Director of District Metals Corp. (TSX-V: DMX | OTCQX: DMXCF | Nasdaq First North: DMXSE). Following a period of market volatility, Garrett joins us to clarify the recent Swedish media reports regarding local government pushback on alum shale mining and what it truly means for the company's flagship asset, the Viken Deposit. Key Discussion Highlights: Business as Usual Amid Policy Shifts: Garrett emphasizes that the ...
In this editorial, we are joined by Marc Chandler, Managing Partner at Bannockburn Global Forex and Editor of the Marc to Market website. Marc provides a deep dive into the shifting dynamics of the global currency markets, analyzing whether the recent US Dollar bounce has reached its limit and what the technical "outside day" patterns are signaling for the week ahead. We explore the "Sell America" narrative, the mechanics of dollar-hedged equity trades, and why Marc remains skeptical of the "unc...
In this company update, we sit down with Colin Padget, President and CEO of Founders Metals (TSX.V:FDR - OTC:FDMIF - FSE:9DL0), to review the latest drill results and the monumental land expansion at the Antino Gold Project in Suriname. Following the recent news release, Colin breaks down the high-grade hits at Lower Antino and explains the strategic significance of growing the project footprint to a staggering 100,000 hectares. Discussion Highlights: High-Grade Consistency at Lower Antino: Coli...
John Rubino discusses the current extreme volatility in precious metals like gold, silver, and platinum, attributing it to profit-taking, margin calls, and global market dynamics. He contrasts these short-term headwinds with robust long-term tailwinds driven by central bank gold buying, geopolitical uncertainties, growing national debt, and inflationary pressures from running economies 'hot'. The episode also delves into the surging demand for critical minerals, fueled by massive AI and tech infrastructure buildouts and government initiatives like 'Project Vault' to secure domestic supplies, highlighting the challenges of increasing mine supply and the strategic shift of precious metal companies into base metal acquisitions.
Steve Penny, The Silver Chartist, offers a comprehensive technical analysis of silver, gold, and uranium markets, drawing parallels to the 1970s and discussing recent volatility and consolidation. He emphasizes tactical trading, including scaling in at support levels and trimming profits to raise cash for future opportunities. The discussion also covers the underperformance of silver and gold miners, the strategic use of gold-silver and uranium-gold ratios, and a strong bullish long-term outlook for uranium, stressing discipline and emotional control in volatile markets.
David Wolfin, President and CEO, and Nathan Harte, CFO of Avino Silver and Gold Mines (TSX:ASM – NYSE:ASM), both join me for a video review of the key metrics and takeaways from the Q4 operations at both the Avino Mine and now with first production contributions from the La Preciosa Mine, both located in Durango, Mexico. We also discuss the 30,000 meter drill program, with exploration divided equally across both project areas to increase resources, and outline the future growth initiatives and v...
In this daily editorial, we are joined by Joel Elconin, co-host of the Pre-Market Prep show and founder of the Stock Trader Network. As earnings season continues to put a spotlight on heavy capital expenditures in the tech sector, Joel breaks down the noticeable shift in market sentiment and what it means for the broader indices. The conversation explores the growing tension between AI-driven growth and high valuations, contrasting the recent tech sell-off with the steady performance of value-or...
In this company update, we sit down with Rob Bergmann, CEO of Relevant Gold (TSX.V:RGC - OTCQB:RGCCF), to discuss the company’s systematic transition from "proof of concept" to aggressive discovery drilling this year. Relevant Gold is a North American gold explorer focused on the district-scale potential of the Bradley Peak and Southern Pass camps in Wyoming. Key Discussion Points: Bradley Peak and the Apex Target: Rob recaps the 2025, 5,102-meter drill program at Apex, which confirmed a large-s...
Erik Wetterling, Founder and Editor of The Hedgeless Horseman website, joins us to review the value proposition that caught his attention from post conference meetings and based on recent news from 1 gold developer/explorer and 1 earlier-stage gold exploration company; both going after drill targets on large potential Tier-1 deposits that would be of interest to senior producers if discoveries are made. >> The companies we discussed in the interview are: Goldsky Resources Corp (TSXV: GSKR)...
In this KER Market QuickTake episode, hosts Cory Fleck and Shad Marquitz provide a post-mortem analysis of the recent Metals Investor Forum (MIF) and Vancouver Resource Investment Conference (VRIC). After a week of historic volatility in the precious metals sector, the team breaks down the shift in investor sentiment from extreme euphoria to the "gut-wrenching" price action seen at the end of January 2026. Discussion Highlights: Conference Euphoria and Market Sentiment: Shad and Cory recount the...
In this company update, Darrell Rader, President and CEO of Minaurum Silver (TSXV: MGG | OTCQX: MMRGF | Frankfurt: 78M) joins us to discuss the roadmap that led to the initial 55 million ounce AgEq resource and outlines the aggressive 50,000-meter expansion program currently underway at the Alamos Silver Project in Sonora Mexico. With a treasury backed by a recent $25M financing and a focus on high-grade targets, the company is aiming to elevate Alamos into a 100-million-ounce silver district in...
Graham Richardson, CFO of Faraday Copper (TSX:FDY – OTCQX:CPPKF), joins me to provide a comprehensive #exploration overview of the key objectives and targets of the ongoing 40,000 meter Phase 4 drill program, at their 100% owned Copper Creek Project in Arizona. This drilling will be factoring into an updated copper Resource Estimate, and will be combined with other data-collection and metallurgical studies which are all feeding into more advanced project economics. Half of this Phase 4 drill pro...
In this KE Report Daily Editorial, we are joined by Dave Erfle, founder and editor of the Junior Miner Junky, to break down one of the most volatile weeks in recent precious metals history. After a parabolic run in January, the sector faced a massive Friday washout that left many investors questioning the trend. Dave provides his insights on risk management, technical support levels, and why this "gentleman’s entry" might be the reset the market needed before the next leg higher. Key Discussion ...
Jason Jessup, CEO and Director of Magna Mining (TSX.V: NICU) (OTCQX: MGMNF), joins us for a Q4 operations and exploration review at their producing McCreedy West copper mine, located in Sudbury, Ontario, Canada. We also review the continued high-grade drill results across copper, nickel, platinum, palladium, gold, and silver in more recent assays returned from the ongoing exploration and development work at the Levack Mine. Q4 Operational Highlights: During the quarter, McCreedy West produced 84...
Keith Bodnarchuk, President and CEO, and Andy Carmichael, VP of Exploration of Cosa Resources Corp. (TSXV: COSA) (OTCQB: COSAF) (FSE: SSKU) , both join me to review the news released on January 28th which announced drilling has commenced at the Company’s Darby project, with drilling at Murphy Lake North (MLN) to follow. Darby and MLN are joint ventures between Cosa and Denison Mines Corp. (TSX: DML) (NYSE American: DNN) and are located 10 kilometres west of Cameco’s Cigar Lake Mine and three kil...
Terry Harbort, President and CEO of Talisker Resources (TSX: TSK) (OTCQX:TSKFF), joins us for an production and exploration update at the Mustang Mine, to outline the development towards Bralorne West, and to review the work going into the upcoming Mineral Resource Estimate (MRE) and Preliminary Economic Assessment (PEA) at their 100% owned Bralorne Gold Project in British Columbia. Terry outlined what the ramp-up in production at the Mustang Mine would look like over the next few years; with a ...
In this daily editorial, we are joined by Craig Hemke, Founder and Editor of the TF Metals Report, to dissect one of the most volatile periods in recent precious metals history. Following a historic Friday sell-off that saw silver drop over $30 in a single day, Craig shares his perspective on whether this is the end of the bull run or a standard - albeit violent - consolidation phase. Analyzing the Friday Flush: Craig discusses the "mind-blowing" price action in silver and gold, noting that desp...
In this episode of the KE Report, we sit down with TG Watkins, Director of Stocks at Simpler Trading and Editor of The Profit Pilot. The markets recently witnessed a historic "elevator drop" in precious metals, with Silver plummeting nearly 40% in a single day. TG shares the "detective work" that allowed him to warn his subscribers days before the crash by monitoring unusual volume in inverse leveraged ETFs. Beyond the metals, we explore a broader "vibe shift" affecting semiconductors, crypto, a...
[Recorded January 28th, 2026] Dr. Thomas Mumford, President of Scottie Resources (TSX.V:SCOT) (OTCQB:SCTSF), joins us to review some recent high-grade gold assay results at both the Blueberry Contact Zone and Scottie Gold Mine area from the 2025 exploration season. Additionally, we get an update on the targeting preparation for the largest drill program to date planned in 2026, and the Feasibility Study workstreams underway at the Scottie Gold Mine Project; located in the Golden Triangle of Brit...
This weekend’s show is all about markets that look unstoppable… right before they get tricky. Dana Lyons digs into extreme metals volatility and the “tell” hidden in volume, while Dan Steffens explains why natural gas and energy equities may have more staying power than most investors expect - especially if you focus on cash flow and dividends. Segment 1 & 2 - (Recorded Thursday January 29th) Dana Lyons, portfolio manager and editor of The Lyons Share Pro, kicks off the KE Report Weekend Sho...
In this high-stakes editorial, we sit down with Marc Chandler, Managing Partner at Bannockburn Global Forex and Editor of the Marc to Market blog, to dissect one of the most volatile trading days in recent memory. As we record on Friday, January 30th, the markets are reeling from a historic "crash" (maybe) in precious metals, with Silver plummeting over 30% in a single session. We explore whether this is a simple technical correction or the end of a massive momentum trade, while diving into the ...
Arturo Préstamo Elizondo, Executive Chairman and CEO of Santacruz Silver Mining Ltd. (NASDAQ:SCZM) (TSX.V:SCZ) (FSE:1SZ), joins me to highlight their uplisting onto the Nasdaq exchange in the US in January, and to delve into the details of Q4 2025 operational results across their portfolio of producing mines in Bolivia and Mexico. We also review a few of the key growth initiatives that the company has slated for 2026 at multiple projects. On January 21st the Company announced it would commence t...
