The KE Report

[Recorded April 21st, 2026]  Nick Hodge, Co-Owner of Digest Publishing and editor of Foundational Profits and Underground Alpha, joins us for our monthly longer-format discussion on different macroeconomic factors and market reactions to the war in the Middle East, his key takeaways from the 13th annual Scottsdale Capital Event, and investing strategies in select gold, copper, lithium, uranium and critical minerals stocks in tantalum, antimony, and rare earths.

 

Nick discussed how after big runs over the last year in gold and gold equities that he had elected to apply a pruning and planting strategy, in cutting back position sizing from being overweight in GDXJ, Royal Gold, Inc. (NASDAQ: RGLD), Versamet Royalties Corporation (TSX: VMET), and some other precious metals stocks to raise cash that can be deployed on either pullbacks or into other sectors.

 

Shifting over to the energy side of critical mineral stocks, Nick highlighted some of the copper, lithium, and uranium names that have had his attention lately.

 

With the copper stocks, Nick highlighted the steep March corrections and then the recent bounces higher in many copper producers, like Ivanhoe Mines (TSX: IVN) (OTCQX: IVPAF).

He highlighted the acquisition of Arizona Sonoran Copper Company Inc. (TSX:ASCU | OTCQX:ASCUF) by Hudbay Minerals Inc (TSX, NYSE: HBM) and how that may be used as a good case study and lens for consideration of other advanced assets and what kind of projects and jurisdictions interest the senior producers.

Nick pointed out that 2 of the copper developers with good investor engagement, solid pounds in the ground resources, and good fundamentals that were attending the recent Scottsdale conference were Gunnison Copper Corp. (TSX: GCU) (OTCQB: GCUMF) and Aldebaran Resources Inc.  (TSX-V: ALDE) (OTCQX: ADBRF).  

 

Nick pointed out that lithium prices have been on the move higher and flagged the recent high-grade Li resource estimate released this week by Q2 Metals Corp. (TSX.V: QTWO) (OTCQB: QUEXF).

 

Last month he was adding more to his position in North Shore Uranium Ltd. (TSX-V:NSU), and he reiterated the constructive macro drivers behind more growth and adoption of nuclear power and the need for new uranium discoveries.

 

We then pivoted from the “energy metals” over to growing investor interest in the “defense metals” like tungsten, tantalum, antimony, and rare earths.

 

Nick also flagged PMET Resources Inc. (TSX: PMET) (ASX: PMT) (OTCQX: PMETF) as a company that not only has a world-class lithium project, but also compelling cesium and tantalum resources for a suite of critical minerals.

 

He mentioned Energy Fuels Inc. (NYSE American: UUUU) (TSX: EFR) as a company has accumulated on pullbacks, for their exposure to domestic production and processing of both uranium and rare earths.

 

Perpetua Resources Corp. (Nasdaq: PPTA) (TSX: PPTA), is a company he’s supported for over a decade for the interest in both their gold and antimony resources, and he pointed out that it has been the antimony kicker that has gained the project more traction with investors, and expedited the permit approval process last year.

  

Click here to follow Nick’s analysis and publications over at Digest Publishing

 

 

 

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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, and companies profiled may be sponsors of the KE Report.

Trey Wasser, CEO, and Maura Kolb, President of Dryden Gold Corp (TSX.V: DRY) (OTCQX: DRYGF), joined us for a KER Webinar video, where we reviewed the key exploration targets that have been worked on last few seasons, as well as the most up-to-date drill results at the Elora-Jubilee and Big Master and trends at the Gold Rock Camp, and at the Hyndman and Sherridon regional targets, across their Dryden Gold District, in Northwestern Ontario, Canada.

 

Trey kicked things off with an overview of the key members of the management team, strategic shareholders, institutional investors, and sector coverage.  He also reviewed the financial health of the company and the equity finance announced April 14th.

We discussed the high-grade drill results from this year’s drill program, confirming the thesis around the 3 geological deformation faults and folds at the Elora-Jubilee and Big Master trends at the Gold Rock Camp.

Maura displayed these drill results within the context of 3D modeling tools live for webinar attendees.

The potential for similar types of deposits exist along the multi-kilometer Gold Rock mineralized trend, in a “string-of-pearls” thesis, where the Mud Lake area will be the next target tested with drilling in 2026.

We’ll dive into the initial groundwork and drilling at the Hyndman regional area, with a fresh take on new results just released today on April 21st.

Trey and Maura reiterated the importance of the large soil sampling and channel sampling programs across their district-scale land package, and how it will inform follow up targeting, when used in concert with geophysical surveys.

We also recapped what was learned from the first 3 drill holes that were put into the Sherridon regional area last season, which is hosted within a large geophysical anomaly and a strike length of five kilometers, and what the follow up ground work will be.

There is an extended Q&A session at the end where participants were able to get their questions fielded by Trey and Maura.

 

 

If you have any questions for Trey or Maura regarding Dryden Gold, then please email them into us at  [email protected] or [email protected].

 

In full disclosure, Shad is a shareholder of Dryden Gold at the time of this recording, and may choose to buy or sell shares at any time.

 

Click here to follow the latest news from Dryden Gold

 

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, and companies profiled may be sponsors of the KE Report.

Dr. Rebecca Hunter, CEO of Geiger Energy Corp. (TSXV: BEEP) (OTCQB: BSENF), joins us to discuss recent winter drilling at the Hook-ACKIO Project in Saskatchewan and the upcoming summer drill season for the flagship Aberdeen Project in Nunavut.   

  

Rebecca outlines the step out drilling along trend into multiple pods at ACKIO, as well as the new uranium mineralization intersection at south ACKIO, shows the prospectivity of this area for real upgrade and expansion potential. 

 

Key Highlights From Winter Drilling At ACKIO:

 

Three mineralized zones intersected in AK26-148

New mineralization at 80 m supports upper-lens expansion, while the high-grade lens at 186 m strengthens lower-lens grade potential

Maximum counts up to 11,491 cps using a Triple Gamma Probe at 202 m in 10 m high-grade lens

Continuity confirmed to the south in pods 3, 4 and 5

Mineralization remains open along strike, supporting further expansion potential

 

Next we shifted focus over to the upcoming 2026 summer exploration program their 100% owned Aberdeen Project in the Thelon Basin of Nunavut, Canada.   Their team is currently mobilizing equipment to camp, where the plan is for roughly a 10,000 meter exploration program using 2 drills to follow up and test both basement-hosted and unconformity-style uranium mineralization targets across Aberdeen.

 

Tatiggaq will get roughly 4,000 meters to extend known mineralization and test a new area discovered away from the main deposit, which could represent a new uranium pod.

Loik will get roughly 4,000 meters and possibly 15+ holes testing for unconformity-style uranium mineralization

The potential of 2,000 meters will test the Nymeria target, and other unconformity targets across Aberdeen.

 

 

If you have any follow up questions for Rebecca about Geiger Energy, then please email them into us at [email protected] or  [email protected].

 

Click here to follow the latest news from Geiger Energy

 

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, and companies profiled may be sponsors of the KE Report.

In this Company Update, Cory Fleck is joined by Craig Nicol, Founder and CEO of Graphene Manufacturing Group (TSX-V: GMG | OTCQX: GMGMF). Following a series of significant technical and regulatory milestones, Craig provides an in-depth look at the company’s progress in battery energy density, global patent protection, and the commercial rollout of their graphene products.

Key discussion points include:

Record-Breaking Battery Performance: A breakdown of the April 15th testing data showing greater energy density and why GMG believes they now possess the fastest-charging battery in the world.

Aluminum-Ion Voltage & Stability: Insight into the increase in nominal voltage to 3.2V and how the battery’s "flat curve" performance compares to traditional lithium-ion technology.

Hybrid Electrolyte Innovation: The significance of GMG’s new chloride-free, non-corrosive electrolyte and its role in enabling stable, rapid charging over hundreds of cycles.

G-Lubricant U.S. Patent: Details on the newly granted U.S. patent for G® LUBRICANT and the path toward U.S. EPA approval.

Industrial Validation & Partnerships: An update on the relationship with Rio Tinto and the ongoing efforts to gather performance data through high-stakes environments like Tickford Racing.

 

Please keep the questions coming! Email me at [email protected].

 

Click here to visit the GMG website to learn more about the Company. 

 

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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.

Erik Wetterling, Founder and Editor of The Hedgeless Horseman website, joins us to reflect on the key takeaways and investing themes from the news out Monday April 20th that Agnico Eagle Mines Limited (TSX: AEM) NYSE: AEM) is acquiring both Rupert Resources Ltd (TSX: RUP, OTCQX: RUPRF, FSE:R05) and Aurion Resources Ltd. (TSXV: AU) (OTCQX: AIRRF).  Agnico Eagle is consolidating these projects to the expand its exploration and development footprint in the Central Lapland Greenstone Belt in Finland ("CLGB").

 

We discuss the dynamics of consolidating area plays, the Tier 1 jurisdiction of Finland, the valuations the companies are receiving, the timing of the transaction after years of negotiations and posturing from all companies, and what this means for future acquisitions from senior producers in the gold sector.

 

Agnico Eagle has agreed to acquire all of the outstanding common shares of Rupert Resources it does not already own by way of plan of arrangement, where each Rupert Share will be exchanged for: (i) upfront consideration of 0.0401 of a common share of Agnico Eagle, representing approximately C$12.00 based on the five-day volume weighted average trading price per Agnico Share as at April 17, 2026 (the “Share Consideration”); and (ii) contingent consideration of up to C$3.00, in the form of a contingent value right (“CVR” and together with the Share Consideration, the “Consideration”), that is payable in cash upon certain milestones being achieved over the 10 year term of the CVR.

 

Agnico Eagle Mines Limited has agreed to acquire all of the issued and outstanding common shares of Aurion Resources. Aurion has assembled a large, contiguous land position of approximately 761 km² within the CLGB, including its joint venture properties with B2Gold Corp. (the "Fingold JV"; 30% Aurion/70% B2Gold), Kinross Gold and KoBold Metals in Finland. These properties provide significant exploration upside across multiple targets, with over 20 discoveries since 2016.

Aurion shareholders to receive all-cash consideration of C$2.60 per Aurion Share

Purchase price represents premium of approximately 46% to the closing price as of April 17, 2026

 

* 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

 

 

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, and companies profiled may be sponsors of the KE Report.