The KE Report

Erik Wetterling, Founder and Editor of The Hedgeless Horseman website, joins us to review his key takeaways from a recent mining conference in Stockholm Sweden.  The conversation then moves into how he is evaluating opportunities in junior gold and silver resource companies that have clear catalysts and that have funded their next phase of growth.  

 

We start off discussing the mining conference, getting his reflections on investor sentiment, the deluge of sector newsflow, takeaways from speaking with company management teams, and most importantly, if those companies had a strategy in place to fund upcoming catalysts that may force the market to reconsider their current valuations.

 

He points out that often times the news released by a number of companies over the last few weeks was actually positive, and further derisked or advanced their projects, and yet only got a muted response with the bearish sector backdrop during the month of September and October.

This is one of the setups and sector disconnects that Erik looks forward to exploiting in his own portfolio. 

He is looking for improving value propositions in junior exploration and development stocks, that have put out compelling news in the recent past, which sets up future news releases, and thus they have key alpha growth catalysts on tap in the medium-term.

 

The topic that we focused on for the balance of the discussion was that different approaches that junior companies were taking to ensure they’d have the capital on hand to execute on the next key milestones.   These catalysts could force the hand of Mr. Market to rerate these companies as the work programs get fueled by takeovers, ongoing organic production, trial mining and bulk samples, near-term moves into commercial production, strategic partnerships, or bringing in key strategic investors.

 

The companies we discussed in this interview are:

Roxmore Resources Inc. (TSX: RM) (OTCQX: GARLF), McFarlane Lake Mining Limited (CSE: MLM) (OTC: MLMLF), Galway Metals Inc. (TSX-V:GWM)(OTCQB:GAYMF), Amex Gold Mining Inc. (TSXV: AMX) (OTCQX: AMXEF), Sierra Madre Gold and Silver Ltd. (TSXV: SM) (OTCQX: SMDRF), Cabral Gold Inc. (TSXV: CBR) (OTCQX: CBGZF), Excellon Resources Inc. (TSXV: EXN) (OTCQB: EXNRF), Sonoro Gold Corp. (TSXV: SGO) (OTCQB: SMOFF), Altamira Gold Corp. (TSXV: ALTA) (OTCQB: EQTRF), Mayfair Gold Corp. (TSXV: MFG) (NYSE American: MINE) , and Headwater Gold Inc. (CSE: HWG) (OTCQX: HWAUF).

 

 

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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.

In this Daily Editorial, Cory and Shad welcome back Craig Hemke, Founder and Editor of TF Metals Report, for an in-depth assessment of the ongoing downtrend across the precious metals complex. Craig breaks down the technical posture of the sector, the fundamental health of mining producers, and the macro forces driving current market behavior.

Macro Trend: Secular Top or Massive Bull Flag? Craig evaluates whether current price action resembles the prolonged top from 2011 or if gold and silver are carving out an extended consolidation pattern.

Producer Margins and Cost of Production: Why current prices still support robust cash flow for miners despite rising input costs, and where true production floors lie.

Q3 Earnings and "Sell the News" Risk: Ahead of major reporting from producers like Newmont (NEM), we discuss whether strong balance sheets will spark a sustained rally or prompt investors to sell into strength.

COMEX Open Interest and Market Structure: An analysis of collapsing open interest in silver and gold, changing CME margin requirements, and how thin liquidity accelerates intraday price swings.

Technical Realities for Reversals: What the charts indicate about bottoming processes, how long recoveries take after extended declines, and why technical levels matter most right now.

 

Click here to visit Craig’s website - TF Metals Report - https://www.tfmetalsreport.com/

 

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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 or investment product. Investing in equities, commodities, really everything 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.

In this Daily Editorial, Cory and Shad sit down with TG Watkins, Director of Stocks at Simpler Trading and editor of The Profit Pilot, to break down sharp shifts occurring beneath the surface of the broader market.

Navigating Market Rotation and Tech Weakness: The broader indices are masking significant underlying moves as capital rotates rapidly out of high-flying technology names and into defensive havens.

The AI Trade and Credit Jitters: Emerging balance sheet concerns, debt load pressures, and IPO hesitation are raising questions about whether tech is facing a standard pullback or a deeper valuation bubble.

Tactical Technical Setups in Tech: Momentum indicators suggest severe oversold conditions, opening the door for short-term bounce opportunities without confirming an absolute bottom.

Precious Metals Testing Key Trendlines: Gold and gold equities are contending with major technical inflection points and death-cross signals that could point to extended consolidation.

Crypto Cycle Decoupling: Divergent price action indicates digital assets may be front-running their multi-year cycle while traditional hard assets digest historic gains.

Tickers & Assets Mentioned: SPX, RSP, IWM, SMH, NVDA, CRCL, COIN, HOOD, BMNR, MSTR, GLD, GDX, TLT, AMZN, TSLA, WMT, HD, LOW, BROS, NVDA-adjacent names (NBIS, AEHR, ALAB).

 

Click here to visit TG’s site - Profit Pilot - https://www.profit-pilot.com/

 

Click here to visit the Profit Pilot YouTube page - https://www.youtube.com/@Profit-Pilot 

 

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 or investment product. Investing in equities, commodities, really everything 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.

In this Company Update, we welcome back Mike Burke, Director and Vice President of Corporate Development at Sitka Gold Corp. (TSX-V: SIG | OTCQB: SITKF | FSE: 1RF). Mike discusses recent high-grade drill results from the RC Gold Project in Yukon, the geological controls guiding current and future exploration, and the timeline for upcoming resource updates.

Key discussion points include:

Record-Setting Saddle Zone Drill Results: An overview of recently reported holes from the Saddle and Eiger areas, highlighted by 236 meters of 1.15 g/t gold, including 71 meters of 2.79 g/t gold, and how these intercepts represent the strongest results drilled to date in the Saddle zone.

Turning Conceptual Waste into High-Value Ounces: Why defining gold within the conceptual open-pit boundary carries significant economic weight for the overall deposit footprint.

Geological Controls of Lamprophyre Dykes: How a distinct, intrusive unit has emerged as a predictive structural guide for tracking continuous mineralization along strike and down to significant depths.

Open-Pit vs. Underground Optionality: The technical parameters, depth profiles, and cutoff grades that could shape future tradeoffs between bulk-tonnage surface extraction and high-grade underground development.

Stepping Out to the Josephine Intrusion: How insights gained across the Blackjack-Saddle-Eiger trend are elevating regional exploration targets slated for future drill testing.

Assay Newsflow and MRE Expansion: An update on the near completion of the 60,000-meter drilling campaign, the massive backlog of pending assays, and the roadmap leading toward a revised mineral resource estimate.

 

If you have any follow up questions for the team at Sitka Gold please email me at Fleck@kereport.com. 

 

Click here visit the Sitka Gold website to learn more about the Company - https://sitkagoldcorp.com/

 

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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 or investment product. Investing in equities, commodities, really everything 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.

In this Company Update, I sit down with Ivan Bebek, Founder, Chairman, and CEO of Coppernico Metals (TSX:COPR - OTCQB:CPPMF - FSE:9I3). We focus on the flagship Sombrero copper-gold project located in the world-class Andahuaylas-Yauri belt in southern Peru. After a decade of foundational groundwork, the company is on the verge of launching a high-impact exploration campaign targeting massive Tier-1 discovery scale.

A Decade in the Making: How Coppernico secured community partnerships, navigated regulatory hurdles, and advanced Sombrero to the apex of drill readiness.

Geological Analogs: Why surface geochemistry, historical iron-ore drilling, and geophysics point to similarities with world-class deposits like nearby Las Bambas.

High-Priority Drill Targets: What makes early-stage targets like Fierraso and Nioc compelling initial priorities for continuous, multi-rig exploration.

Upcoming Catalysts: A look at the final administrative milestones for drill permits and what investors can expect as rigs mobilize to site.

 

Please email me with any follow up questions for Ivan. My email address is Fleck@kereport.com.

 

Click here to visit the Coppernico 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 or investment product. Investing in equities, commodities, really everything 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.