

The KE Report
KE Report
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.
Episodes
Mentioned books

Sep 24, 2025 • 13min
Aztec Minerals - Tombstone Drilling Update: High-Grade Silver Step-Outs, Expanded Drill Program
We welcome back Simon Dyakowski, President & CEO of Aztec Minerals (TSX.V:AZT - OTCQB:AZZTF), to discuss the latest drill results from the Tombstone Project in Arizona, released September 23rd.
Key Highlights:
Five new RC holes drilled at the Contention Main Pit Zone, all step-outs to test the system’s growth.
Hole 6 standout result: 3m @ 2,150 g/t silver equivalent within 28.9m @ 250 g/t silver eq., starting at 76m depth.
Hole 5 highlight: 4.6m @ 590 g/t silver eq. within a broader 47m @ 85 g/t silver eq.
Holes 7 & 8 confirm potential to extend mineralization westward and at depth.
Drill program expanded from 5,000m to 7,500m.
Upcoming results: step-outs to the south (near last year’s 7,000 g/t silver eq. hit), plus CRD target testing at depth.
For more market commentary & interview summaries, subscribe to our Substacks:
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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 and hosts may own shares in companies mentioned.

Sep 24, 2025 • 17min
Red Canyon Resources - Strategic Financing & Kendal Project Drilling Update
In this company update, we speak with Wendell Zerb, Chairman and CEO of Red Canyon Resources (CSE: REDC - OTCQB: REDRF), about two major developments:
Strategic Financing: Closed an oversubscribed +$2.3M financing (charity flow-through). Teck Resources (TSX: TECK.A & TECK.B | NYSE: TECK) participated, acquiring a 9.9% stake in Red Canyon.
Kendal Project Drilling: A 2,500m drill program (5–8 holes) is underway at the Kendal Ridge target in British Columbia. The focus is on defining potential porphyry copper centers within a kilometer-scale alteration system.
Exploration Approach: Wendell explains how geoscience works - geology, alteration studies, geophysics, and sampling - has built the case for drilling this high-priority target.
Pipeline Projects: Updates on the Inzana copper-gold project in BC (advancing toward drilling in 2026) and the Scraper Springs project in Nevada, potential partner interest.
For more information, visit Red Canyon Resources Website
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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.

Sep 23, 2025 • 19min
Dave Erfle - Gold $3,800, Silver $44! Valuations & Strategy For Stocks
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:
Gold & Silver surge - strongest impulse move in 20 years, targets of $3,850–$4,000
Mining stocks outperforming - GDX, TSX Venture, and juniors still have room to catch up
Valuations - many development companies remain cheap on an “ounces in the ground” basis
Producers vs. juniors - Newmont (NEM) cash flows exploding, but early-stage juniors still offer big upside
Strategy - balancing short-term trading vs. long-term holding in a runaway bull market
Stocks mentioned:
GDX (VanEck Gold Miners ETF)
NEM (Newmont Corporation)
Click here to visit the Junior Miner Junky website to learn more about Dave’s investment letter.
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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.

Sep 23, 2025 • 12min
Capella Minerals - Definitive Agreement Signed With Strategic JV Earn-In with Turkish Gold Producer
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:
Definitive JV Agreement Signed: Tümad Mining can earn up to 51% through staged exploration spending.
Year 1 Commitment: Minimum of 12,000 meters of drilling (~US$4M), split between the Hessjøgruva copper-cobalt-zinc project (Norway) and the Killero copper-gold target (Finland).
Exploration Focus:
High-grade VMS copper deposits in Norway’s Hessjøgruva district.
Untested gold-copper anomalies in Finland’s Central Lapland Greenstone Belt.
Strong News Flow Ahead: Continuous drilling programs expected to deliver steady results over the next 12 months.
Capella’s Strategy: While Tümad funds the JV exploration, Capella is advancing plans to add a new 100%-owned copper or gold project to its portfolio.
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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.

Sep 23, 2025 • 16min
StrikePoint Gold – Introducing the Hercules Project in Nevada
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:
Hercules Gold Project overview - a 100 km² land package in the Walker Lane Trend.
Mike’s history with the project, selling it previously for US$20M and reacquiring it for just C$250k.
Results from recent drilling: 6-for-6 successful holes, including strong intercepts confirming the new geological model.
Exploration target of ~1 million ounces of oxide gold.
Comparison to nearby projects and recent Nevada M&A transactions.
Upcoming catalysts: new permits, additional drill programs, and potential M&A opportunities.
Click here to visit the Strikepoint Gold 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.

Sep 22, 2025 • 21min
Erik Wetterling - Value Proposition In The Exploration Alpha Plays - Red Canyon, New Break, and Onyx Gold
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:
Red Canyon Resources Ltd. (CSE: REDC) (OTCQB: REDRF)
New Break Resources Ltd. (CSE: NBRK)
Onyx Gold Corp. (TSXV: ONYX) (OTCQX: ONXGF)
* 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
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.

Sep 22, 2025 • 15min
Sun Peak Metals - Business Combination Announcement: Shifting Focus To Metals Exploration In Saudi Arabia
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:
Strategic pivot: Ethiopia’s Shire project on hold under force majeure → shifting across the Red Sea.
LOI details: Sun Peak shareholders ~60%, Saudi Discovery ~40% post-financing.
Saudi portfolio: 6 granted licenses (~340 km²) + ~700 km² pending, all on VMS trends.
Work plan: Mapping, geophysics, and drilling to start quickly with strong infrastructure in place.
Supportive regime: Favorable permitting, tax/royalty terms, and government-backed financing incentives.
Competitive edge: Early mover advantage in Saudi exploration, backed by a proven technical team with 20+ years in the Arabian Nubian Shield.
For more market commentary & interview summaries, subscribe:
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.

Sep 22, 2025 • 13min
TG Watkins - Bull Market Strategies, Where Are The Best Opportunities Currently?
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:
Small-cap opportunities in a pro-growth, pro-business environment
Three ways to manage stocks that have gone parabolic: covered calls, profit-taking, and buying dips
Why market breadth is weakening despite indices pushing higher
How TG uses leveraged ETFs (SOXL, IONL, GDXU, NUGT) to capture big moves without options risk
Caution signs in precious metals equities and how to hedge with inverse ETFs (JDST, DUST)
Hot sectors right now: semiconductors, quantum computing, and TG’s top pick – drone stocks
Click here to visit TG’s site - Profit Pilot
Stocks/ETFs Mentioned:
Tesla (TSLA), IonQ (IONQ), AMD (AMD), Nvidia (NVDA), Barrick Gold (B), GLD, SLV, GDX, SOXL, GDXU, NUGT, JDST, DUST, IONL
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.

Sep 22, 2025 • 13min
Prismo Metals - Silver King Project Update: Porphyry Style Mineralization Identified
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:
New Porphyry Discovery: Surface work has outlined porphyry-style mineralization, comparable to the nearby historic Magma Mine and world-class Resolution Copper deposit.
Target Pipeline: Three distinct targets at Silver King:
Around the historic Silver King Mine (first drill priority).
Newly identified mineralized silver veins.
Porphyry-style copper mineralization (requires additional permits, expected in Phase 2).
Location Advantage: Silver King sits just 3 km from Resolution Copper, the world’s largest undeveloped copper deposit (JV between Rio Tinto & BHP).
Permitting & Timeline: Phase 1 drilling permits expected in the coming weeks; drilling anticipated before year-end. Phase 2 permits to follow for the porphyry target.
Next Catalysts: Results pending on 29 surface samples (expected late September) and an additional 15 samples. Plans underway to dewater the historic Silver King Mine for future exploration.
Click here to visit the Prismo Metals 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.

Sep 21, 2025 • 44min
Rick Bensignor - Professional Trading Strategies - Bull-Market Playbooks: When To Trim, Hedge, Hold
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.
Key takeaways
Separate long-term holdings from tactical trades.
Trim or hedge positions at technical targets instead of selling outright.
Spotting exhaustion signals at highs with tools like DeMark counts.
Case studies: trimming $TSLA, $INTC, $PAAS; tactical put spreads in $GLD.
Why most investors should limit trading to 10-15% of assets and let ETFs ($SPY, $QQQ, $DIA) compound long term.
Stocks & ETFs mentioned
SPY, QQQ, DIA, TSLA, PAAS, SLV, GLD, GDX, INTC, NVDA, PFE.
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.