The KE Report

Glenn Jessome, the President & CEO of Silver Tiger Metals, dives into the exciting exploration program at the El Tigre Project in Sonora, Mexico. He reveals plans for drilling on the Northern Veins, highlighting their strategic potential with confirmed surface mapping. Jessome discusses the promising greenfield opportunities along the Southern Veins, which have never been drilled before. With over 10 kilometers of strike length in both areas, he anticipates a fruitful 2025 as they seek to uncover high-grade silver deposits.

In this engaging discussion, Greg McCunn, President & CEO of Great Pacific Gold, shares his extensive experience in mining and exploration. He dives into the exciting details of the Wild Dog Project, revealing high-grade intercepts and the promise of a significant porphyry target. Greg also discusses the strategic positioning of the Kessar property near the profitable K92 Gold Mine and highlights a successful C$16.9M funding round that strengthens their financial footing. The conversation builds excitement for future exploration and potential spin-outs.

Mike Burke, Director and VP of Corporate Development at Sitka Gold, shares thrilling updates on the Rhosgobel area of the RC Gold Project. He reveals impressive drill results, including 166m of 1.14 g/t gold from surface, showcasing the project’s expanding strike length of over 900m. Burke discusses the integration of geochemistry and geophysics in targeting potential sites. Listeners will learn about the prospects for multi-million-ounce gold camps within Sitka’s claims and upcoming drilling plans in adjacent zones, fueling excitement for the future.

Sean Brodrick, Editor of Wealth Megatrends and analyst at Weiss Ratings Daily, shares his insights on the current market landscape. He discusses the price fluctuations in gold and copper due to tariffs, emphasizing they're merely noise amid a larger bull market. Brodrick also highlights the strong earnings from gold and silver producers and the potential of lithium stocks, specifically mentioning Sigma Lithium Corp. Furthermore, he examines opportunities in defense and utility sectors amidst geopolitical tensions.

Jim Tassoni, CEO of Armor Wealth Strategies and Momentum Trader, shares his insights on the current market landscape. He discusses bullish trends in tech and communications, while avoiding certain defensive sectors. Jim highlights breakout strategies for gold and mining stocks and explains his cautious stance on crude oil. He also analyzes the reset in copper prices and presents his long-term outlook on Bitcoin, emphasizing its potential for significant gains amidst market volatility.

Scott Berdahl, CEO of Snowline Gold, shares insights into the impressive preliminary economic assessment of the Valley deposit, projecting 6.8 million ounces of gold over two decades. He highlights strong early cash flow potential and low operating costs, making it an enticing investment. The conversation also touches on a 30,000m drill program planned for 2025, unveiling new targets and aiming for both infill and resource expansion. Berdahl emphasizes a strategic approach to maintain development pace while exploring new opportunities in the region.

Craig Hemke, founder and editor of TF Metals Report, discusses the recent volatility in precious metals driven by tariff headlines and a surprising bullish outlook for gold. He highlights gold's upward trend, recent highs in mining stocks, and the impressive performance of silver, signaling a breakout above long-standing resistance levels. Craig delves into how economic indicators and Fed policies impact these markets, and shares insights on institutional sentiment shifting towards precious metals. His take on the earnings of mining producers reveals a more optimistic picture for investors.

Oliver Friesen, CEO of Guardian Metal Resources plc, delves into the exciting advancements in tungsten mining in Nevada. He highlights a recent $6.2 million grant from the U.S. Department of Defense, aimed at accelerating the Pilot Mountain Tungsten Project. The conversation explores the project's potential to bolster domestic tungsten production, addressing national security concerns. Friesen also discusses upcoming drilling initiatives and the importance of diversifying resources, with strategic plans to produce multiple mineral concentrates.

Justin Reid, President and CEO of Troilus Gold Corp., shares exciting updates on the Gold-Copper Troilus Project in Quebec. He highlights impressive drilling results from the Southwest Zone, showcasing increased gold grades and promising mineralization. Justin discusses the advancement of engineering studies, focusing on operational planning and environmental impacts. He emphasizes vital permitting progress and new offtake agreements that bolster the company’s strategic framework. The conversation reflects Troilus Gold's optimistic trajectory towards production.

This KE Report Weekend Show dives deep into the growing crosscurrents hitting the U.S. economy and commodity markets. In the first half, Marc Chandler (Bannockburn Global Forex) unpacks how weak job data and rising tariff risks are driving rate cut expectations and reshaping the dollar outlook. In the back half, Darrell Fletcher (Bannockburn Capital Markets) gives us a trader’s eye view on the violent copper repricing, where energy markets may head next, and why metals like platinum and tin are gaining momentum. Segment 1 & 2 - Marc Chandler, Managing Partner at Bannockburn Global Forex and editor of the Marc to Market site, joins the KE Report to break down the shifting macro landscape as weaker U.S. jobs data and tariff volatility drive expectations for multiple Fed rate cuts this year. He discusses the dollar's cyclical downtrend, the inflationary impact of tariffs, confusion around gold and copper duties, and whether U.S. economic dominance may erode amid rising debt, diverging trade alliances, and a weakening labor market. Click here to visit Marc’s site - Marc To Market.    Segment 3 & 4 - Darrell Fletcher, Managing Director of Commodities at Bannockburn Capital Markets, returns to share trader insights on copper’s sharp price collapse following tariff exemptions, the persistent structural supply challenges in refining, and why copper remains in a long-term uptrend. He also discusses bearish trends in oil and natural gas, ongoing strength in precious metals led by investor demand and central bank buying, and how government support for refining capacity is reshaping the outlook for critical minerals. Click here to learn more about Bannockburn Capital Markets.    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! Also check out our Substack where we email you summaries of Daily Editorials and the Weekend Show! Click here to check it out.