The KE Report

Erik Wetterling, Founder and Editor of The Hedgeless Horseman website, joins me to review the value proposition that has his attention in 3 more advanced junior gold exploration and development stocks, that have put out compelling news in the recent past and that have key alpha growth catalysts on tap in the medium-term.

 

The companies we discussed in the interview are:

 

Nevada King Gold Corp. (TSXV: NKG) (OTCQX: NKGFF) - On July 16, 2026 the Company announced that it has received approval from the Bureau of Land Management for the fifth and most extensive modification to its Plan of Operations at its 100% owned 130km2 Atlanta Gold Mine Project in eastern Nevada.

The modification approves 78 additional reverse circulation ("RC") drill sites and 404 rotary air blast ("RAB") drill sites, enabling the Company to aggressively follow up on key mineralized targets and test extensions across the property.

With approximately C$18.1 million in cash and equivalents, Nevada King remains fully funded to complete its 40,000 metre Phase 4 RC drill program, of which approximately 12,000 metres have been drilled to date.

 

Cabral Gold Inc. (TSXV: CBR) (OTCQX: CBGZF) – On July 9, 2026 the Company  provided a construction and commissioning update regarding its Phase 1 gold-in-oxide heap leach project at the Cuiú Cuiú Gold District, Brazil.

Construction of the dry circuit for the Phase 1 gold-in-oxide heap leach project is now complete, with total project construction and commissioning now approximately 85% complete, and +90% of project costs committed under contract

Mining of gold-in-oxide ore has commenced, with ore being successfully processed by the sizer, agglomerated, and transported by conveyor systems to the heap leach pads

 

Rua Gold Inc. (TSX: RUA) (NZX: RGI) (OTCQX: NZAUF) (WKN: A40QYC) – On June 19, 2026, the Company announced the filing of a Preliminary Economic Assessment for the Auld Creek Gold Antimony Project located in the Reefton Goldfield on the West Coast of New Zealand.

Abraham Whaanga, BSc, MAusIMM (CP) of RSC has reviewed and verified the resource-related information disclosed herein.

Gary Davison, FAusIMM, Principal Mining Engineer and Director of Mining One Consultants, has reviewed the mining methods, mining capital and operating costs and is responsible for Economic Analysis.

Marius Phillips, NHD Ex Met, MAusIMM (CP), RPEQ and Technical Director of Pitch Black Group is responsible for information relating to plant capital and operating costs, mineral processing and metallurgical testing and recovery methods.

 

 

Click here to follow Erik’s analysis over at The Hedgeless Horseman website

 

* 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.

 

 

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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 today’s Daily Editorial, we sit down with Craig Hemke, Founder and Editor of TF Metals Report. Craig breaks down the quiet start to the trading week amidst broader geopolitical tension, steadying US Dollar strength, and key upcoming macroeconomic catalysts. We explore expectations surrounding the upcoming Federal Reserve meeting, projected interest rate movements, and incoming PCE inflation data. Additionally, we analyze the precious metals space, focusing on earnings expectations, valuation disparities, and market sentiment surrounding major producers like Newmont and Agnico Eagle Mines.

Key Discussion Points

Summer Trading Dynamics & Geopolitics: Exploring the market’s muted reaction to global conflict headlines, crude oil price fluctuations, and key technical levels in the US Dollar index.

Fed Quiet Period & Rate Outlook: Analyzing market expectations for the upcoming Federal Reserve policy meeting, potential rate hike scenarios, and the timing of a potential policy pivot.

Inflation Trends & PCE Preview: Evaluating incoming PCE data and how energy costs impact broad economic forecasts.

Precious Metals & Mining Earnings Sector Preview: Unpacking cost structures, profit margins, and overall market sentiment ahead of key quarterly reporting from major producers and mid-tier miners.

 

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 episode, I sit down with David Stein, President and CEO of Kuya Silver (CSE: KUYA | OTCQB: KUYAF | Frankfurt: 6MR1), to discuss the latest operational advancements at the Bethania Silver Project in Peru. David provides a comprehensive update on production scaling, corporate financial health, and the expanded exploration plans set to unfold throughout this year.

Key Discussion Points:

Bethania Operational Ramp-Up: How underground development, contractor additions, and operational momentum are setting the stage for a significant production increase by year-end.

Silver Price Sensitivity & Financial Outlook: Hear how Kuya Silver’s robust cash position insulates the company against market fluctuations and supports their path toward positive cash flow.

Underground & Surface Drill Program: Learn about the expansion to a multi-rig drilling strategy designed to extend vein systems, build high-grade resources, and test new district targets.

Pipeline Project Value Catalysts: Get an update on potential news flow and upcoming developments surrounding the Silver Kings project in Ontario and the Umm Hadid joint venture in Saudi Arabia.

 

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

Click here to visit the Kuya Silver website – https://kuyasilver.com/

 

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

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 Tim Clark, President & CEO, and Valerie Doyon, Senior Geologist and VP of Geology (Quebec) of Fury Gold Mines (TSX: FURY | NYSE American: FURY). The team shares updates on their fully funded 2026 exploration programs, major drill campaigns, and the path toward developer status.

Key Discussion Points:

Eau Claire Exploration and Best-Ever Drill Results: Tim and Valérie dive into the Phase 2 drill results at the Eau Claire gold project in Quebec, highlighted by the best ever drill result on the project, and discuss the recent mobilization of a third drill rig.

The Path to an Updated Resource & Pre-Feasibility Study (PFS): Management outlines how conversion drilling is setting up an upgraded resource estimate by year-end, why historical modeling at $1,900 gold leaves massive untapped upside at current market prices, and what to expect from the upcoming Pre-Feasibility Study.

Committee Bay Program Kickoff: Tim details the start of the summer drilling campaign in Nunavut, exploring high-priority step-out targets.

High-Grade Lithium Upside: An overview of drill results from their Quebec lithium assets and how the company plan to eventually monetize this valuable non-core resource.

 

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

 

Click here to visit the Fury Gold Mines website to learn more about the Company and read over the recent news - https://furygoldmines.com/ 

 

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

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.

This weekend edition of The KE Report explores the contrasting dynamics within the commodities sector. In the first segment, Brien Lundin, editor of the Gold Newsletter, breaks down the current correction in the precious metals market. In the second segment, energy experts Josef Schachter and Nathan Richie analyze recent volatility in crude oil and natural gas. 

 

Segment 1 & 2 - Brien Lundin, editor of the Gold Newsletter, discusses the recent downward correction and volatility in the precious metals market. Drawing from investor sentiment at the recent Rick Rule conference, Brien highlights that despite near-term headwinds from a strong U.S. dollar and Federal Reserve policies, fundamental macroeconomic drivers like national debt and deficits will ultimately sustain a long-term bull market. 

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

 

Segment 3 & 4 - Introducing Nathan Ritchie, VP of Energy Research and founder Josef Schachter of the Schachter Energy Report to discuss corporate modeling, price forecasting, and current stock opportunities within the oil and gas sectors. The duo highlighted critical growth catalysts, supply and demand metrics, and the strategic balance between shareholder returns and long-term capital reinvestment. 

Click here to learn more about The Schachter Energy Report - https://schachterenergyreport.ca/

Click here to follow Josef on Substack at his Eye One Energy Report. - https://josefschachter.substack.com/ 

 

If you enjoy the show, be sure to subscribe to our podcast feed (KER Podcast), YouTube channel, and follow us on X for more market commentary and company interviews. Don’t forget to subscribe and leave us a review!

 

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.