The KE Report

Rob Bruggemann, an equities analyst with 20+ years in mining and proprietary trading who launched The Wealthy Miner, shares his disciplined research approach. He explains why producers currently beat early-stage explorers. He outlines his subscription research model, trading and position sizing rules. He also discusses long-term demand for copper and how he evaluates porphyry prospects.

Greg McCunn, President and CEO of Great Pacific Gold, outlines rapid exploration in Papua New Guinea and recent drill highlights. He discusses a 58.9m result at Kavasuki, plans to test a 1 km undrilled gap in the Wild Dog corridor, maiden drilling and chalcopyrite at Kasie Ridge, and high-grade channel samples at Morgan and Magiabe West. Ongoing two-rig drilling and a $10M working capital position drive the 2026 plan.

Brad Rourke, Executive Chairman of Scottie Resources who helped build the team and secure strategic partners. He reviews final 2025 Blueberry Contact Zone drill results. They discuss standout high-grade intercepts, plans for a fully funded 50,000 m 2026 drill program, key targets like Wolf and Domino, and timing for an updated resource estimate and feasibility study.

Paul Jones, VP of Corporate Development at VersaMet Royalties, oversees capital allocation and deal-making. He recounts record Q4 and FY2025 financials. He discusses assets ramping to production, development-stage projects, mid-sized royalty and streaming transactions, and the strategic benefits of a US exchange listing.

T.G. Watkins, Director of Stocks at Simpler Trading and editor of The Profit Pilot, offers technical market analysis and tactical trade ideas. He breaks down why the S&P has been choppy due to monetized hedges. He discusses geopolitical risk from the Iran conflict, potential bottoms in homebuilders and crypto, oil double-top risks, and why gold and silver may consolidate while NVDA and TSLA act as market barometers.

Charles Funk, President and CEO of Heliostar Metals, leads operations and exploration in Mexico. He discusses a recent 60% production lift and plans to scale toward 300k–500k ounces this decade. They cover injection leaching at La Colorada, nine drill rigs turning for feasibility and resource growth, and strategic deals to manage non-core assets while navigating Mexico’s operating landscape.

Dr. Danie Grobler, exploration geologist expert in layered magmatic systems, and Michael Rowley, CEO driving strategy and partnerships, discuss their Stillwater West project. They review 2025 drilling visuals and geological models. They highlight geophysics linking deposits, planned ~7,000 m of 2026 drilling, and the multi-commodity critical-minerals potential adjacent to an operating mine.

Rick Bensignor, a tactical market-timing pro and newsletter author, and Dana Lyons, a fund manager skilled in ETF hedging and technicals. They explore cracks under major indices, raising cash and defensive positioning. They discuss energy and mining as structural winners, tactical inverse-ETF hedges, and technical levels to watch across commodities and broad markets.

Robert Sinn, publisher of Goldfinger Capital and market technician on CEO.ca and X, offers a fast-paced take on metals. He breaks down sector seasonality and recent volatility. He reviews technical posture and valuations for gold, silver and copper. He explains why M&A is heating up in copper, why some developers are overlooked, and highlights three exploration stories to watch.

Marc Chandler, managing partner at Bannockburn Global Forex and editor of Marc to Market, brings sharp macro and FX instincts. He breaks down how the Iran conflict is steering markets, explains oil’s direct inflation and GDP effects, and traces why the dollar is rallying as a safe haven. He also walks through shifting central bank expectations and which currencies and yields are reacting most.