The KE Report

In this Company Update, I am joined by Garrett Ainsworth, President and CEO of District Metals (TSX-V: DMX, OTCQX: DMXCF, Nasdaq First North: DMXSE-SDB). Garrett joins the show to provide insight into the recent tight Swedish election, evaluate what coalition negotiations could mean for domestic mining and uranium policy, and share operational updates across the company’s portfolio.

Discussion topics include:

Swedish Election Dynamics: An analysis of the razor-thin parliamentary results and what the anticipated multi-month negotiation period means for government stability.

Nuclear and Mining Policy: An overview of how major political factions view domestic uranium recovery, nuclear power, and the broader push for critical raw material independence in Europe.

Project of National Interest Designation: An update on the timeline for the Geological Survey of Sweden's decision on the Viken deposit and how that designation impacts future mine permitting.

Field Operations and Drilling Plans: Key takeaways from recent Alum Shale work, seasonal operational pauses, and the anticipated drill program scheduled for Viken.

Corporate Balance Sheet: Insight into the company’s working capital position, holding approximately $15 million CAD in cash against current market valuation.

 

If you have any follow up questions for Garrett please email me at Fleck@kereport.com.

 

Click here to visit the District Metals website to learn more about the Company - https://www.districtmetals.com/

 

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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 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 Charles Funk, President and CEO of Heliostar Metals (TSX-V: HSTR, OTCQX: HSTXF, FRA: RGG1), to review the company's expanding production profile, operational milestones, and ongoing exploration programs.

GDXJ Index Inclusion: Charles outlines what Heliostar’s formal addition to the VanEck Junior Gold Miners ETF means for market exposure, institutional visibility, and liquidity.

Transition to Open-Pit Mining: We explore the operational change at La Colorada from residual heap leaching to mining higher-grade open-pit ore at Veta Madre, highlighting expected margins and production timelines.

Regional Exploration Upside: The conversation turns to upcoming drilling across untested brownfield and regional targets in Mexico to support multi-year resource growth.

High-Grade Antimony in Utah: Charles discusses the opportunity uncovered at the Goldstrike Project, where critical mineral potential could alter project economics and permitting dynamics.

Advancing Flagship Ana Paula: An update on feasibility work and key milestones on the road toward the company's targeted 500,000-ounce annual production profile.

 

Please email me at Fleck@kereport.com with any follow up questions for the team at Heliostar Metals. 

 

Click here to visit the Heliostar Metals website to learn more about the Company - https://www.heliostarmetals.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, we welcome Brien Lundin, Editor of Gold Newsletter and host of the New Orleans Investment Conference, to dissect the latest market action across precious metals and the junior mining sector.

Echoes of 2015 in Today’s Gold Rebound: An analysis of the post-Fed bounce in gold and silver, drawing striking technical and sentiment parallels to the late-2015 cyclical bottom.

The Macro Trap and Sovereign Debt Risks: Why rising bond yields reflect escalating debt service concerns, creating an environment where monetary policy remains structurally supportive of gold.

The Evolving Dynamics of Mining M&A: Why senior producers are taking strategic minority stakes instead of paying full acquisition premiums, and what that means for developers.

Rewriting the Traditional Lassonde Curve: How juniors are avoiding dilutive equity financings by advancing directly into phased, high-margin production.

Key Catalysts and Stocks on Watch: Project developments, resource updates, and exploration catalysts driving value across several featured mining juniors.

 

Stocks Mentioned

VanEck Gold Miners ETF (GDX)

1911 Gold Corp. (TSX-V: AUMB / OTCQX: AUMBF)

Banyan Gold Corp. (TSX-V: BYN / OTCQB: BYAGF)

Delta Resources Ltd. (TSX-V: DLTA / OTCQB: DTARF)

Gladiator Metals Corp. (TSX-V: GLAD / OTCQB: GDMRF)

Luca Mining Corp. (TSX-V: LUCA / OTCQX: LUCMF)

Meridian Mining UK S (TSX: MNO / OTCQX: MRRDF)

 

Click here to learn more about the Gold Newsletter. - https://goldnewsletter.com/

 

Click here to learn more about the New Orleans Investment Conference on October 28-31. - https://neworleansconference.com/korelin/ 

 

---------------------------

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, we are joined by Joel Elconin, Co-Host of the PreMarket Prep Show and Founder of the Stock Trader Network, to unpack the market volatility the last couple days after the Federal Reserve hiked rates by 25 basis points this week.  We also dive into the continued winners and losers, as the artificial intelligence infrastructure build out presses on.

 

US Market Volatility: An analysis of which broad market sectors are more immune and which are more sensitive to rising interest rates.

Rate Sensitive Sectors: Joel highlights recent weakness leading up to this rate hike in consumer staples, utilities, and transportation.  He noted JB Hunt Transport (Nasdaq: JBHT) as a company slipping on the macro news.

Macro Headwinds and Rising Yields: Potential economic effects of the 10-year Treasury yield approaching 5%, the mounting pressure bond vigilantes are placing on Federal Reserve policy, and the continued decline in (Nasdaq:TLT) highlighting the ongoing weakness in long-duration bonds.

Hardware versus Software Rotation: There has been a revolving rotation from hardware and software with big moves in both directions over the course of this year. 
Joel points out that hardware appears to have rallied of the “Leo-bottom” but that some companies like Micron (Nasdaq: MU), Broadcom (Nasdaq: AVGO), and Nvidia (Nasdaq: NVDA) still look cheap after recent Q2 earnings reports and forward guidance.

The A.I. Trade Marches On: Despite all the recent industry warnings about the risks of A.I., and pushback from investors on the massive capex numbers for the buildout of datacenters, many companies are still benefiting by the circulation and capital spend.

Joel highlights the potential future knock-on effects of the AI buildout that may boost companies like Generac (NYSE: GNRC), Eaton (NYSE: ETN), and Quanta Services (NYSE: PWR).

Not all companies tied to A.I. are winning though, as highlighted by the multi-month sell-down in Oracle (NYSE: ORCL) on concerns of high debt loads.

 

Click here to visit Joel’s PreMarket Prep website – https://www.premarketprep.com/

 

Click here to visit the Stock Trader Network – https://www.stocktradernetwork.com/

 

 

 

For more market commentary & interview summaries, subscribe to our Substack reports:

 

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, we welcome Mike Larson, Editor-in-Chief at MoneyShow, to break down the aftermath of the Federal Reserve's latest policy decision, market volatility across asset classes, and where smart money is positioning.

Key Discussion Points:

Fed Rate Hike and Policy Trajectory: Mike analyzes Chairman Warsh’s hawkish press conference, the committee's focus on stubborn inflation, and whether markets should prepare for a multi-hike cycle into next year.

Energy Constraints and Persistent Inflation: How rising crude oil and fuel costs create second-round inflationary effects that central bank interest rate hikes cannot easily resolve.

Long-End Yields and Global Bond Market Pressure: What the continued rise in 10-year and 30-year yields signals for borrowing costs, sovereign debt, and yield curve dynamics worldwide.

The AI Infrastructure Boom vs. Bubble Risks: Examining whether massive capital expenditures in AI data centers are approaching speculative excess and what that means for physical inputs like copper and natural gas.

Technical Setup for Gold and Mining Equities: A breakdown of the recent pullback and key support tests across gold, silver, and mining ETFs, alongside technical observations on Newmont's chart.

 

Click here to find out about the upcoming MoneyShow conferences - https://www.moneyshow.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.