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The KE Report

KE Report

The KE Report provides exclusive interviews with fund managers, newsletter writers, technical and fundamental analysts along with sub $10 billion market cap stocks. Interviews are published daily to help investors navigate the markets.

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  • 23 episodes
  • Updated Today

Episodes23

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  • July 29 · 16 min

    Summit Royalties – US$50 Million Revolving Credit Facility Sets Up Future Transactions and The Next Phase Of Growth

    Connor Pugliese, Vice President of Corporate Development for Summit Royalties Ltd. (TSX.V: SUM) (OTCQX: SUMMF), joins us to outline the value proposition from the current portfolio of 48 royalties and streams, but also the ability to grow with future transaction thanks to the announcement of US$50Million revolving credit facility. On July 27th, the Company reported that it has entered into a credit agreement with National Bank of Canada for a revolving credit facility with an initial commitment of US$25 million. The Facility includes an accordion feature providing for up to an additional US$25 million, subject to the satisfaction or waiver of certain conditions, for total potential availability of US$50 million. Key terms of the Facility include: Maturity: The Facility has an initial tenor of three years, with Summit having the right to request an extension of the maturity date, subject to satisfaction or waiver of certain conditions and the consent of the lenders; Purpose: The Facility is available for working capital and other general corporate purposes (including acquisitions permitted under the Facility); Interest rate: Advances bear interest at the Secured Overnight Financing Rate or the Canadian Overnight Repo Rate Average, as applicable, plus a credit spread adjustment depending on the tenor of the applicable loan and 2.50% to 4.00% per annum, depending on the Corporation's net leverage ratio; Standby fee: The undrawn portion of the Facility is subject to a standby fee of 0.5625% to 0.9000% per annum depending on the Corporation's net leverage ratio; Financial covenants: The Facility requires the Corporation to meet certain financial covenants, including a net leverage ratio, an interest coverage ratio and a minimum liquidity amount; Connor shares his background in the industry have created a number of royalties with Triple Flag PMs where mining companies are given much needed development capital in exchange for a royalty or stream on that project when it goes into production. We also highlight Drews background making accretive acquisitions on existing 3rd-party royalties and streams. The company will be pursuing both approaches for new transactions with this credit facility. We review again the growth still available in the existing 4 producing royalties as well as the 2 development-stage royalties moving into initial production by year end but ramping up into commercial production in 2027. Wrapping up Connor outlines the value proposition for Summit Royalties both in terms of future compounded growth metrics, as well as in comparison to royalty peers in the sector. Click here to follow the latest news from Summit Royalties If you have any follow up questions for Connor about Summit Royalties, then please email them into us at Fleck@kereport.com or Shad@kereport.com. In full disclosure, Shad is a shareholder of Summit Royalties at the time of this recording, and may choose to buy or sell shares at any time. 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. 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.

  • July 29 · 8 min

    Sitka Gold - 100% Acquisition of Clear Creek & 60,000m Exploration Update

    In this Company Update, we sit down with Mike Burke, Director and Vice President of Corporate Development at Sitka Gold Corp. (TSX-V: SIG | OTCQB: SITKF | FSE: 1RF), to discuss major milestones at the flagship RC Gold Project in Yukon, Canada. Key Discussion Points 100% Ownership Consolidation: Mike details the accelerated acquisition of the Clear Creek property, completing full ownership of the strategic claim group containing the Rhosgobel deposit. Royalty Structure and Strategy: Insights into the 5% NSR royalty on the Clear Creek property, including the option to buy down the royalty to 2% and the company’s right of first refusal. 60,000-Meter Drill Program Update: Progress on the active drilling campaign across key targets including Rhosgobel, Contact Zone, Saddle, Eiger, and Bear Paw Breccia. Assay Turnaround and Next Steps: What investors can expect regarding upcoming assay results, drill expansion plans, and progress toward an updated mineral resource estimate and PEA. If you have any follow up questions for the team at Sitka Gold please email me at Fleck@kereport.com. Click here visit the Sitka Gold website to learn more about the Company - https://sitkagoldcorp.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.

  • July 29 · 31 min

    Sean Brodrick – Macro Movers From Central Banks To The Middle East War Continue Shaping Trends In Gold, Silver, Copper, A.I., Chips, Defense, and Oil

    [Recorded July 28, 2026] Sean Brodrick, Editor of Wealth Megatrends, Supercycle Investor, Resource Trader, and contributing analyst to Weiss Ratings Daily, joins us to discuss his investing outlook across multiple resource and general equity sectors in the current macroeconomic and geopolitical environment. He shares how he is managing his portfolio as it relates to gold, silver, PM stocks, A.I. Stocks, chip stocks, value stocks, and oil stocks. The conversation kicks off around the precious metals sector, getting Sean’s outlook on what fundamentals are driving gold, the gold stocks, and silver. Sean acknowledged the bearish price action in gold and gold stocks since the tops in late January and February to present, and would like to see the PMs just quit going down and stop making lower lows. He points out that the world is sick of the weaponization of the US dollar, and so more central banks have been increasing their exposure to gold on their balance sheets, while diversifying out of the dollar and US treasuries. He is generally constructive on the upcoming Q2 earnings which has just gotten underway, where producer margins were still very robust, even despite the higher energy inputs for the quarter. Even if gold and silver continue to channel sideways then he still believes there are opportunities at present to pick up quality PM stocks. Next we dove into the rotation in the general US equities out of some of the mega-cap tech leadership and out into other value sectors of the market. Sectors like financials, healthcare, insurance, and companies generating large amounts of revenues from traditional businesses are providing more “certainty” in very volatile times and headlines. Chinese A.I. platforms and chip companies could be quite disruptive to US tech companies, and this has roiled foreign stock markets like Korea and Taiwan. Defense stocks, both traditional names and the next generation defense names in drones and counter-drones may be waking back up. A recent Trump administration executive order focused on military contractors and the government focused on sourcing parts their supply chains from domestic sources, which may be a benefit to critical minerals stocks operating in the friendly trade partner sphere of influence. Wrapping up we get Sean’s outlook on the wild headline driving oil price movements from the $60s up to the $90s and back down into the $70s, and how that may play into current opportunities in the energy stocks. Sean is hanging on to his energy stocks for now, especially if they have solid fundamentals at these current prices, and pay a good dividend. If the geopolitical tensions do calm down again, then he would be looking at accumulating more oil stocks if the WTI price got back down close to $70 again. Click here to follow along with Sean’s work at Weiss Ratings Daily and Wealth Megatrends . Click here to learn more about Resource Trader 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. 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.