The KE Report

A double-header Weekend Show recorded at and around one of the busiest New Orleans Investment Conferences in a decade: first, Jordan Roy-Byrne outlines why stock picking needs to be the focus, not obsessing over macro calls. Then Dana Lyons maps the near-term, range-bound setup across metals, energy, equities, bonds, and crypto.   Segment 1 & 2 - Kicking off this Weekend Show is Jordan Roy-Byrne, CMT, MFTA, Editor of The Daily Gold. He urges investors to de-emphasize macro timing and focus on deep company analysis - favoring undervalued developers/producers with low NPV and cash-flow multiples and clear production growth - arguing the sector is under-owned, quality miners can attract capital even in a general-market pullback, silver has explosive upside on a breakout, and that jurisdiction/share structure matter less at later stages while M&A or strategic shifts demand swift reevaluation. Click here to visit Jordan’s site, The Daily Gold   Segment 3 & 4 - Wrapping up the show is Dana Lyons, fund manager and editor of The Lyons Share Pro, who provides a detailed technical outlook across multiple markets - discussing gold’s ongoing consolidation around $4,000, support levels in gold stocks and silver, continued weakness in oil, emerging caution signals in equities, resilience in biotechs, a downward bias in bond yields, and key support levels for Bitcoin and Ethereum. Click here to visit the Lyons Share Pro website and learn more about Dana’s investment services   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.

Dr. Robert Quartermain, Co-Chairman and CEO of Dakota Gold, shares critical insights from the New Orleans Investment Conference. He dives into the promising Richmond Hill and Maitland Gold projects, emphasizing their vast potential in the Homestake District. Key highlights include their strategy for a surface heap leach operation by 2029, the importance of low capital costs due to local infrastructure, and ongoing exploration aimed at high-grade resource estimates. Quartermain also discusses the impact of upcoming drill results and metallurgical tests on project valuation.

Join Marc Chandler, Managing Partner at Bannockburn Global Forex and editor of Marc to Market, as he unpacks the recent market correction led by tech stocks, signaling rally exhaustion. He discusses the Fed's cautious stance, predicting deeper easing in 2025, and highlights the government shutdown's potential 0.3% GDP drag. Chandler also analyzes the dollar's short-term bounce amidst a longer downtrend, and reveals concerning alt data showing a slowdown in trucking and shipping, contrasting with AI-driven GDP strength.

Simon Dyakowski, President and CEO of Aztec Minerals Ltd., highlights record drill results from the Tombstone Project in Arizona. He shares that Hole 17 returned impressive grades of gold and silver, validating the project's potential. Discussions include plans for resource development anticipated in 2025 and the testing of new western targets. Simon also addresses the ongoing news flow, with around 30 holes pending for results, ensuring an exciting future for the company in the mineral exploration space.

Arturo Préstamo Elizondo, Executive Chairman and CEO of Santacruz Silver Mining Ltd., dives into the company's upcoming Nasdaq listing, explaining its benefits for transparency and liquidity. He clarifies that a planned share consolidation is a strategic move to meet listing requirements, not a sign of financial distress. Arturo shares insights on Q3 operations, including the impact of water issues at Bolivar, high-grade zones for recovery, and the performance of their ore-sourcing business. He also discusses promising Q4 projections amidst rising metal prices.

Garrett Ainsworth, President and CEO of District Metals, shares insights on Sweden's landmark decision to lift its uranium moratorium. He discusses the exciting potential for the company in uranium-rich areas like Viken, with plans for drilling and a Preliminary Economic Assessment set for 2026. Ainsworth details the strategic funding of C$9M and interest from new industry players in Sweden's evolving uranium sector. This repeal paves the way for significant growth and opportunities in critical minerals.

Trey Wasser, CEO of Dryden Gold Corp, shares exciting updates on their 2025 exploration plans in Northwestern Ontario's Gold Rock Camp, Sherridon, and Hinman areas. He discusses the expansive 15,000-meter drill program and highlights key targets like the Elora-Jubilee and Pearl. Trey reveals new insights from their discovery of a third deformation event, transforming their targeting strategies. The potential for high-grade intercepts within broader low-grade zones is explored, along with plans for future drilling at Mud Lake and broader regional targets.

Stephen Soock, VP of Investor Relations and Development at Heliostar Metals, brings a wealth of knowledge from his background as a mining engineer and Bay Street analyst. In this conversation, he reveals the company's strategy for transitioning to cash flow in Mexico, focusing on the Ana Paula Gold Project. Soock discusses the valuation of Heliostar as an organically funded developer and shares insights on gold pricing and discount rates. He also emphasizes growth plans aiming for 500k oz/year by the decade's end and explores the opportunity for mid-tier producers amid industry consolidation.

Bob Archer, President & CEO of Pinnacle Silver & Gold, shares insights from the New Orleans Investment Conference. He reveals impressive metallurgical results, with gold recovery hitting 95% and silver at 76%. Archer discusses the potential refurbishment timeline of the existing mill, which could take about six months. He highlights the recruitment of a new management team, including experts from Great Panther, and outlines plans for underground drilling and permitting aimed at starting production by late 2027.

Roger Rosmus, Founder and CEO of Goliath Resources, dives into the company’s latest high-grade gold assays from the Surebet discovery. He highlights a remarkable drill result of 10.72 g/t Au over 7.83 meters and discusses the impressive 100% hit rate across their drill holes. Rosmus breaks down the geology, revealing three distinctive rock types contributing to gold mineralization. He also shares insights on upcoming financing and 2026 drill plans, painting an exciting picture of the company’s prospects in the promising Golden Triangle.