Erik Wetterling – Key Takeaways From 2 Mining Conferences, And Value Proposition In Multiple Resource Companies In Attendance
Erik Wetterling, The Hedgeless Horseman, review the key investing themes and takeaways from the 2 mining conferences and also highlights 11 different resource companies that caught his attention at the 2 events, either as portfolio positions, or new companies that he is doing more due diligence on.
Cerrado Gold – Full-Year 2024 Financials and Operations at Minera Don Nicolas, Value Proposition of Lagoa Salgada, and Optionality At Mont Sorcier
Mark Brennan, CEO of Cerrado Gold Inc (TSX.V: CERT) (OTCQX: CRDOF), reviews the Q4 and full-year 2024 operations and financials at Minera Don Nicolas in Argentina, the transformative acquisition underway of Ascendant Resources and the value proposition at the Lagoa Salgada VMS Project in Portugal, along with the further value and optionality at the Mont Sorcier Iron-Vanadium project in Quebec.
Weekend Show – Mike Larson & Matt Geiger – Slow Money Shift Out Of The US, Gold The Major Beneficiary
Welcome to the KE Report Weekend Show! This week, we explore the growing shift of capital out of the U.S., impacting both equity…
Jayant Bhandari – Firsthand Account Of Chinese Economy, Gold and Copper Demand Outlook, And Opportunities Trading Junior Resource Stocks
Jayant Bhandari shares his takeaways on the economic health of China, US and China trade relations, his outlook on copper demand and gold demand, and opportunities he sees in handful of junior resource stocks and specific price levels that he is watching for.
Nick Hodge – Gold Emerges As The Signal From The Macroeconomic Noise, Opportunities Still Present In Copper, Silver, And Rare Earth Companies
Nick Hodge with a longer-format discussion on navigating the market noise and volatility, his outlook on the US economy, and opportunities in gold, silver, copper, and rare earth stocks for the balance of this year and longer-term.
Magna Mining – Operations And Development Update At McCreedy West Copper Mine, Exploration Update At Levack Mine Building Towards A Mine Restart Plan
Jason Jessup, CEO of Magna Mining (TSX.V: NICU) (OTCQB: MGMNF), provides an operations and development update at the producing McCreedy West copper mine, the current exploration/development strategy and the Levack Mine, the larger vision and optionality multiple other prior-producing polymetallic mines and development projects located in Sudbury, Canada.
Temas Resources – ASX Listing and Major Raise to Fund La Blache and Innovative Processing Tech
Kyler Hardy, Executive Chairman at Temas Resources (CSE:TMAS – OTCQB:TMASF – FRA:26P0) joins me to discuss the company’s growth strategy, including a planned listing…
FPX Nickel – Scoping Study For Nickel Refinery Plan & 2025 Work at Baptiste Nickel Project
Martin Turenne, President and CEO of FPX Nickel (TSX-V: FPX – OTCQB: FPOCF), joins me to discuss the company’s latest developments, including a scoping…
Chris Temple – Base Metals, Gold, and Uranium Resource Stocks In The US To Benefit From The Trump Executive Order Focused On Sourcing Domestic Critical Minerals
Chris Temple, Editor of the National Investor, delves into the renewed interest in base metals, gold, uranium, and other critical minerals and the implications and potential benefits to the US as a mining jurisdiction due to the executive order from Trump issued on March 20th titled “Immediate Measures to Increase American Mineral Production.”
Erik Wetterling – Value Proposition In Inflection Resources, Magna Mining, and District Metals
Erik Wetterling, The Hedgeless Horseman, discusses the attractive value proposition he sees in 3 different gold – copper – critical minerals junior resource stocks. These companies have all released important news as recently, which sets up future news releases to build upon their current work programs.
Stillwater Critical Minerals – White House Executive Order On Critical Minerals Puts The Stillwater West Project Into Focus – Survey Targets Setting Up For 2025 Drill Season
Michael Rowley, CEO of Stillwater Critical Minerals (TSX.V: PGE – OTCQB: PGEZF), reviews the recent news from last week’s Executive Order on critical minerals putting their flagship Stillwater West Ni-PGE-Cu-Co + Au project in Montana into focus for domestic development.
Cerrado Gold – Production And Exploration Update At Minera Don Nicolas, Acquisition Of Ascendant Resources, and Value Proposition At Mont Sorcier
Mark Brennan, CEO of Cerrado Gold Inc (TSX.V: CERT) (OTCQX: CRDOF), reviews a production and exploration update at Minera Don Nicolas in Argentina, the transformative acquisition of Ascendant Resources and their Lagoa Salgada VMS Project in Portugal, and the optionality and value proposition in the Mont Sorcier Iron-Vanadium project in Quebec.
Matt Badiali – Critical Minerals, Permitting Plays, and Real Impact of Trump’s Executive Order
Matt Badiali, Editor of The New Energy Investor published under Mangrove Investor, joins us to assess what President Trump’s new executive order to fast-track…
Erik Wetterling – New Trump Executive Order Focused On Sourcing Domestic Critical Minerals Makes The US More Attractive As A Jurisdiction
Erik Wetterling, The Hedgeless Horseman, digs into the implications and potential benefits to the US as a mining jurisdiction on the back of the new executive order from Trump issued on March 20th; titled “Immediate Measures to Increase American Mineral Production.”
Erik Wetterling – PDAC Recap – Which Stocks Were Hot And Which Ones Were Not
Erik Wetterling, The Hedgeless Horseman, recaps his key takeaways from the (PDAC) Prospector and Developers Association of Canada conference in Toronto earlier this month and which stocks were trending with investors and which ones stayed overlooked.
Matt Badiali – Antimony: What’s The Investment Angle For This Critical Mineral That Has Spiked In Price?
Matt Badiali, Editor of The New Energy Investor published under Mangrove Investor, joins us for a comprehensive discussion on the growing significance of antimony…
Chris Temple – The Impact of Tariffs on Base Metals & Critical Minerals
Chris Temple, Editor of The National Investor join us to delve into the renewed interest in base metals and critical minerals amid recent tariff…
Doc Jones – Macro Trends In Tech, Vehicles, and Energy To Benefit Critical Minerals Like Copper, Nickel, PGMs – Plus 3 Resource Stock Value Propositions
Doc Jones, with a longer-format conversation on the macroeconomic trends in tech, vehicles, and energy and how they’ll benefit critical minerals companies that have copper, nickel, platinum, and palladium. In addition we review 3 companies where he is heavily positioned in his portfolio, that have had significant newsflow in the recent past towards development of their projects.
Nuvau Minerals – New Listing – Matagami Project: Copper & Zinc, 60 Years Of Production, Plans To Restart Operations and Exploration
Peter Van Alphen, President and CEO of Nuvau Minerals (TSX.V:NMC) joins me to introduce this Company that just started trading today on the TSX Venture. …
Electric Royalties – 41 Royalties And 30 Projects For Option, And The Recent Acquisition Of A Cash-flowing Copper Royalty
Brendan Yurik, CEO of Electric Royalties (TSX.V:ELEC – OTC:ELECF) reviews this diversified royalty company with 41 royalties in lithium, vanadium, manganese, tin, graphite, cobalt, nickel, zinc and copper, and 30+ other mineral projects to option off to other companies, along with a look ahead to 2025 and which royalties partner projects are advancing towards production and future revenues.