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The KE Report

By: KE Report
  • Summary

  • The KE Report provides exclusive interviews with private money managers and sub $10 billion market cap stocks. Interviews are published daily to help investors navigate the markets.
    Copyright 2023 All rights reserved.
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Episodes
  • Dave Erfle - Mining Stock M&A Analysis, Take-Unders vs Take-Overs
    May 7 2024

    Dave Erfle, Editor of The Junior Miner Junky joins us to discuss a wide range of M&A activity in the resource sector. A mega deal between BHP and Anglo American was recently announced, with smaller deals like a merger between Treasury Metals and Blackwolf Copper and Gold, McEwan Mining acquiring Timberline Resources, Contango Ore taking over HighGold Mining, and SilverCorp taking over Adventus Mining have all been announced in the last two weeks.

    We ask Dave how he invests around M&A. Many of these transactions are being considered take-unders considering how much stock prices have dropped. We discuss the many reasons for any M&A deal and what the acquiring company needs to do to advance post transaction.

    Click here to visit The Junior Miner Junky website to follow along with Dave.

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    20 mins
  • Erik Wetterling – Deutsche Goldmesse Conference Recap - Getting Positioned In Two Copper Stocks
    May 7 2024

    Erik Wetterling, Founder and Editor of The Hedgeless Horseman website, joins us to review his key takeaways from the Deutsche Goldmesse conference in Germany, hosted by friend of the show Kai Hoffman. Erik is also increasingly getting more bullish on the copper supply/demand fundamentals and starting to look at positioning in more copper junior stocks.

    Erik highlights 2 copper junior stocks that he is starting to get positioned in: Hot Chili (ASX: HCH) (TSX.V: HCH) (OTCQX: HHLKF) and Hannan Metals (TSXV:HAN)(OTCPK:HANNF). He outlines the value proposition he sees in both companies and contrasts the different stages and risk/reward profile that each company has at this point.*

    *In full disclosure, the 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 visit Erik’s site – The Hedgeless Horseman

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    27 mins
  • Banyan Gold - 2024 Exploration and Technical Program Overview At The 7Million Oz AurMac Project, Yukon
    May 7 2024

    Tara Christie, President and CEO of Banyan Gold (TSX.V:BYN - OTCQB:BYAGF) joins me to provide more information on this year's exploration program at the AurMac Gold Project, in the Tombstone Belt in the Yukon.

    The Company is planing up to 5,000 meters of drilling focused at the higher-grade areas on the Powerline Deposit and expanding the resources at the Powerline and Airstrip Deposits. The Airstrip Deposit was last drilled in 2020 and has a higher average grade than the larger Powerline Deposit.

    The total resource was updated last year, now at 7million ounce of gold, inferred. The work outside of drilling will also continue to de-risk the resource through metallurgical work, environmental baseline studies and internal scoping level engineering.

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

    Click here to visit the Banyan Gold website to learn more about the Company.

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    18 mins

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