The KE Report

Chen Lin, Editor of What Is Chen Buying? What Is Chen Selling? joins me to discuss why he is bullish copper, silver and gold.
 
On the copper and silver front, Chen points to a range of demand factors he thinks will drive prices much higher. I also have Chen explain the types of copper and silver stocks he is liking. For copper he is starting to move down to the juniors (some for political reasons). For Silver he is looking at the small silver producers that could finally be making money at these higher silver prices.
 
Click here to visit the Chen Picks website to learn more about Chen's newsletter.

Michael Wood, President and CEO of Sendero Resources (TSX.V:SEND) joins me to recap drill results from the La Ollita Target At The Peñas Negras Project in The Vicuña District, Argentina, released yesterday May 1st. 
 
3 more holes were released with hole 6 being the headline results intersecting 364m of 0.51 g/t Gold Equivalent “AuEq” from a shallow depth of 34m to the bottom of the hole. The upper part of the hole intersected 114m of 0.84 g/t Gold Equivalent “AuEq” including 22m of 1.61 g/t AuEq.
 
I ask Michael what the Company has learned about the Project and more so the La Ollita Target through the 6 holes now released. We discuss what the Company will do to vector into the higher grade feeder zone and if other targets on the Project will be tested in follow up programs.
 
If you have any follow up questions for Michael please email me at Fleck@kereport.com.
 
Click here to read over the full news release reporting the drill results.

Jordan Roy-Byrne, CMT, MFTA, and Editor of The Daily Gold joined me to discuss his technical outlook for gold, GDX and GDXJ. While early on in a correction, after a strong run to overbought levels, Jordan outlines price levels to watch where the correction could bottom.
 
We discuss gold's performance against the 60/40 portfolio and the S&P. I also ask about Jordan's trading strategy for junior stocks where he explains how he would build cash and rotate money between outperforming and under-performing stocks.
 
Click here to keep up to date with Jordan on The Daily Gold website.

Matt Badiali, Editor of The New Energy Investor published under the Mangrove Investor joins me to chat battery technology and development.
 
We start by recapping some of the recent news on sodium batteries, solid state batteries and other minerals being incorporated into new batter development. While we can try to product which battery will become the global standard maybe there is room for a range of batteries developed for different products and uses.
 
On the investor front Matt shares a trade his in to take advantage of this growth in the battery industry. I ask about the different types of commodities and minerals he thinks will play a larger roll in the energy transition and his time frame for it all.
 
 
Click here to visit the Mangrove Investor website to keep up to date with Matt's New energy Investor newsletter.

More specific stock commentary, this time with Jeff Clark, Editor of The Gold Advisor and Paydirt Prospector!
 
On this segment we discuss 4 stocks Jeff follows in The Gold Advisor newsletter. We also look ahead to the upcoming Metals Investor Forum on May 9th and 10th in Vancouver. Jeff shares the companies he is bringing to the conference.
 
The stocks mentioned today are:
Snowline Gold - TSX.V:SGD - OTCQB:SNWGF
Dolly Varden Silver - TSX.V:DV - OTC:DOLLF
Aztec Minerals - TSX.V:AZT - OTCQB:AZZTF
Vox Royalty - TSX:VOXR - NASDAQ:VOXR
 
Be sure to check out The Gold Advisor website to see the other stocks Jeff follows. Please email is you would like his thoughts on any of those stocks and if you have any specific questions. My email address is Fleck@kereport.com.
 
 
Click here to visit The Gold Advisor website to follow along with Jeff.

Outback Goldfields (TSX.V:OZ - OTCQB:OZBKF) recently announced a shift in focus to Finland, through an acquisition of the portfolio of projects from S2 Resources. This news was announced on March 1st and follow up news on a concurrent $5million financing announced on April 25th.
 
Chris Donaldson, President and CEO of Outback joins me to provide more information on the deal, which includes an option for S2 to earn into the Outback projects in Australia. 
 
We discuss the portfolio of Finnish projects, all located in the Central Lapland Greenstone Belt, where Agnico, Rupert Resources and Aurion Resources are all active. See the map below from the March 1st news release to view the location of the projects.
 
We start with the Panna Project and how the Company will follow up on an early stage discovery. We also discuss the JV agreements in place with Kinross and Rupert Resources. We then tie in the $5million financing and what the post-financing valuation will be. 
 
If you have any follow up questions for Chris please email me at Fleck@kereport.com.
 
 
 
Click here to visit the Outback Goldfield website to read over the news release outlining this deal.
 
Figure 1: Map showing the distribution of S2's project portfolio with respect to significant projects and companies in the district. 

In my effort to bring you all more company specific commentary I reached out to Adrian Day, President of Adrian Day Asset Management and manager of the Euro Pacific Gold Fund, to comment on a couple companies he recently updated his clients on.
 
Adrian shares his thoughts on two prospect generators, Lara Exploration (TSX.V:LRA) and Midland Exploration (TSX.V:MD), as well as one royalty company, Orogen Royalties (TSX.V:OGN).
 
I will have Adrian back on the show to discuss a few more companies next month so stay tuned!
 
Click here to learn more about Adrian Day’s services.
 
Upcoming live events! May 2nd
Snowline Gold webinar – 12-noon PT – Regional Exploration Potential In An Emerging Gold District - Click here to register

As pretty much every market is red today in this segment I focus on the pullback in gold, silver and the gold stock ETFs, GDX and GDXJ. Dave Erfle, Fonder and Editor of the Junior Miner Junky joins me share his outlook when it comes to prices for the precious metals and the equities.
 
We outline key levels to watch, that are currently support, and how the upcoming Fed meeting and jobs data could be the next catalyst.
 
I also ask if broad market weakness could impact the metals equities as well as the news Dave is looking for to drive individual stocks higher. We wrap up with a comment on smaller silver miners and if Dave is looking at investing in these stocks now that the silver price is in the high 20s.
 
Click here to visit Dave's website - The Junior Miner Junky.

Matt Schwab, CEO of Kraken Energy (CSE:UUSA - OTCQB:UUSAF - FSE:F2C) joins me to recap the two drills holes at the Harts Point Property, in Utah, and look ahead to future exploration at the Company's projects in Nevada.
 
The drilling at Harts Point consisted of two holes, twinning historic holes, to confirm the presence of uranium. This property in under a Joint Venture with Atomic Minerals, where Kraken is earning into a 75% interest. Matt provides a overview of the earn-in agreement, the drill program and what these results mean for follow up work.
 
I then have Matt look ahead to future exploration that will be going back to the Company's flagship project, the Apex Uranium Mine in Nevada. We also the stock price that has continued to drift lower.
 
If you have any follow up questions for Matt please email me at Fleck@kereport.com.
 
Click here to visit the Kraken Energy website and read over the recent news.

Yesterday, April 29th, Volt Lithium (TSX.V:VLT - OTCQB:VLTLF) announced a strategic investment from an oil field operator in the Delaware Basin, for a total US$1.5million. The key to this news is Volt now moving forward with a "field unit that will produce lithium hydroxide monohydrate using Volt’s proprietary direct lithium extraction (“DLE”) technology"
 
Alex Wylie, President and CEO of Volt Lithium joins me to discuss the field unit and potential operational data when in use. Alex outline how this first field unit is more of a stepping stone to grow larger units. The data produced from this initial field unit can be send to EV makers to generate off take agreements as the units and production grows.
 
If you have any follow up questions for Alex please email me at Fleck@kereport.com.
 
Click here to visit the Volt website and read over the recent news.