The KE Report

Alistair Waddell, President and CEO of Inflection Resources, shares insights into the company’s new Endurance Projects in Australia's Northern Territory. He highlights the acquisition from Newmont, which includes targets with potential rivaling Olympic Dam. Alistair discusses planned air core drilling set for Q2 2026 and the strategic options the company is considering, including partnerships with major miners. He also touches on ongoing work with AngloGold Ashanti in New South Wales, revealing a robust exploration roadmap ahead.

In this conversation, Steve Cope, President and CEO of Silver Viper Minerals, shares insights on the company's ambitious exploration strategy in Mexico. He discusses a robust drilling campaign at the La Virginia project, aiming to expand resource estimates significantly. The newly acquired Coneto project, with its 40 untapped veins, is set for an extensive drilling program. Cope also highlights the promising Cimarron gold-copper project, emphasizing a multi-asset approach that positions Silver Viper as a dynamic player in the silver exploration sector.

Join Dave Erfle, founder of Junior Miner Junky, as he dives into the recent gold correction, resilient ETF inflows, and the potential for copper stocks to shine in 2025. He shares insights on identifying quality junior miners amidst rising institutional demand. Meanwhile, energy expert Josef Schachter discusses the oil market's brief rebound, key buy signals, and the growing impact of natural gas driven by winter demand and AI data centers, while highlighting M&A opportunities in the Canadian sector.

Tara Christie, President and CEO of Banyan Gold, leads the charge in exploring the AurMac Project's high-grade silver discovery. She discusses a striking 2021 find of 1,800 g/t silver over 16.9m, now linked to a continuous vein. Tara reveals that this silver vein distinctively crosscuts gold mineralization, enhancing the project's appeal. With over 40,000m of ongoing drilling, she outlines exciting local processing partnerships and potential funding opportunities, keeping the momentum strong for Banyan’s future developments.

Join Marc Chandler, Managing Partner at Bannockburn Global Forex, as he provides witty insights into the latest financial trends. He discusses the Fed's 'hawkish cut' and its implications, highlighting a strong dollar driven by robust US data and a recent U.S.-China trade truce. Chandler raises intriguing points about the end of quantitative tightening and the potential influence of the next Fed chair on future policy. With a mix of geopolitics and market dynamics, he explores uncertainties that might shape the economic landscape ahead.

Garrett Ainsworth, President & CEO of District Metals, shares insights on airborne survey results revealing new uranium drill targets in Sweden. He discusses historic high-grade findings and different uranium mineralization styles yet to be drilled. With a crucial parliamentary vote upcoming on lifting Sweden's uranium moratorium, Garrett outlines how this could unlock exploration opportunities by January 2026. He highlights ongoing data analysis and the potential for future drill plans, shaping the landscape of uranium exploration.

Brad Rourke, CEO of Scottie Resources, and Thomas Mumford, President, dive into the exciting developments surrounding the Scottie Gold Mine Project. They discuss the Preliminary Economic Assessment's impressive projections, revealing a strong after-tax NPV bolstered by potential toll milling. Thomas highlights the strategic 2024 drilling program targeting new areas and the rationale for skipping a PFS to expedite the feasibility plan. With over 700k ounces of resource and significant upside, they explore the path to production and future catalysts.

Joel Elconin, founder of the Stock Trader Network and co-host of the PreMarket Prep Show, shares expert insights on the market's reaction to the latest Fed rate cut. He explores how historically, such cuts have led to market gains. The discussion addresses concerns over Jerome Powell's hawkish stance and the economic implications of a government shutdown. Elconin analyzes the impact of trade dynamics on critical minerals and raises alarms about potential AI overspending, emphasizing a shift from tech to value stocks.

Scott Petsel, President of Metallic Minerals, shares insights into the company's promising projects. He discusses record potential for royalty revenues from the Yukon gold alluvial claims, driven by recent successful agreements and drilling initiatives. The Keno Silver Project's inaugural resource estimate is also revealed, with exciting plans for future drilling. Plus, we learn about AI-assisted targeting strategies that could enhance drilling efficiency and plans at La Plata to expand resources, emphasizing the growing interest in critical minerals.

Brien Lundin, Editor of the Gold Newsletter and host of the New Orleans Investment Conference, shares insights on the current state of the gold market. He discusses the recent healthy correction in gold prices and how Western funds are driving increased volatility. Lundin warns against complacency amid record prices and emphasizes the unique dynamics of this bull market, fueled by central banks. Additionally, he highlights the unprecedented financing surge for junior miners, urging investors to take partial gains while remaining exposed to this generational opportunity.