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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#3599
August 22 · 52 min
Weekend Show - Mike Larson & Dan Steffens - Are Gold and Silver Out of Purgatory? Plus High-Upside Energy Stocks
This week’s show connects the dots between global macro shifts and high-conviction commodity opportunities. From the Treasury’s bond market interventions and the resurgence of precious metals to the geopolitical supply crunch fueling under-the-radar oil equities, guests Mike Larson and Dan Steffens unpack where capital is rotating and how investors can position ahead of the curve. Segment 1 & 2 - Mike Larson, Editor-in-Chief at MoneyShow, discusses how the recent rebound in precious metals and copper signals a lasting turn in an ongoing bull market driven by global debt trends, Treasury bond interventions, and supply-chain pressures. He also emphasizes that the broader market remains healthy due to strong rotation into sectors like energy, financials, and industrials as tech cools off. Click here to find out about the upcoming MoneyShow conferences - https://www.moneyshow.com/ Segment 3 & 4 - Dan Steffens, President of the Energy Prospectus Group, breaks down current dynamics in the oil and gas sector amid global supply risks and refinery disruptions. He emphasizes compelling growth and valuation upsides across a range of energy equities, from undervalued small caps like Riley Exploration Permian, ROK Resources, and Kolibri Global Energy to larger mid-cap players like Baytex, Crescent Energy, and Devon Energy. Click here to visit the Energy Prospectus Group website for more energy market and stock analysis - http://www.energyprospectus.com/ If you enjoy the show, be sure to subscribe to our podcast feed (KER Podcast), YouTube channel, and follow us on X for more market commentary and company interviews. Don’t forget to subscribe and leave us a review! 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.
#3600
August 22 · 30 min
Chris Temple – Fiscal and Monetary Policy, Interest Rates, Inflation, Gold, Silver, Copper, Critical Minerals, and Oil
Chris Temple, Editor and Publisher of the National Investor, joins us to review the macroeconomic trends that are moving the markets, and his outlook on gold, silver, copper, critical minerals, oil, and the related resource equities. We start off discussing recent fiscal and monetary policy in the US and abroad. Treasury Secretary, Scott Bessent, recently intervened in the Japanese Yen, but it was largely ineffectual, as was the fiscal policy to try and control the long-end of the yield curve. Both initiatives were quickly reversed by the bond vigilantes. New Fed head, Kevin Warsh has lost some of his political capital by failing to hike rates, as inflation has crept higher, and the tone in the market is shifting slightly from shrugging all this off, to considering the challenges ahead. Chris outlines that while the Fed maintains it is an independent organization, there is going to be increased coordination and alliance between the US Treasury Department and theUS central bank. Shifting over to commodities, we discuss the strong rally throughout the month of August in gold, silver, and precious metals equities in response to those macro forces. Chris had warned subscribers earlier in the year that things had become overbought and gotten ahead of themselves and to fade that rally, anticipating a medium-term sector pullback. He pointed out the corrective move in the PM sector, was then exacerbated by the war in Iran, when many felt that would be a bullish driver for gold and silver. One positive he highlights is that now gold and silver have started to ignore the higher interest rates and war, and focus more on the sovereign debt loads of nations around the world that are running out of options, desperate to stem the selling of bonds, and likely going to try and inflate their way out of the stagflation. Next we shifted over to trends within copper, and the broad basket of Critical Minerals, where Chris makes the point that one can’t paint them all with a broad brush, as some have unique fundamental or macro drivers. With regards to copper, he outlines that beyond the AI data center build out mania, EVs, and many popular narratives, that copper is still mostly needed for basic infrastructure build out, real estate construction, and the electrification of the developing world. Chris flags a few copper companies, preferring the opportunities in the advanced explorers and developers like Gunnison Copper Corp. (TSX: GCU) (OTCQB: GCUMF), Abitibi Metals Corp.(CSE: AMQ) (OTCQB: AMQFF), and Power Metallic Mines Inc. (TSXV: PNPN) (OTCBB: PNPNF) As far as the smaller niche’ critical minerals sector, he reiterates that a lot of the reality is still around Chinese export controls, and the lack of viable alternatives for supply and processing in the west. We discuss this administration’s policy initiatives, executive orders, and funding support to help advance some domestic projects. While he concedes this is the best tailwind for extractive industries in our lifetime, he also points out that it is not nearly enough money, support, or urgency, and much of what has been announced may very well get reversed if there are sweeping changes in congress for the upcoming mid-term elections. Wrapping up, we get into the ongoing war with Iran, continued chokepoint in the Strait of Hormuz, longer-term damage to infrastructure, and what it all means to the energy sector. Chris explains what has kept the oil prices more subdued than many would have anticipated considering the supply shock hitting the world, but the highlights the very wide crack spreads between oil and refined products like diesel. The higher prices at the gas pumps, and record diesel prices are going to pressure consumers and businesses as this year progresses, and that inflation is going to impact Fed monetary policy and interest rates in a sustained way. Chris remains animated by the energy stocks and is holding on to them in his portfolio. Click here to follow along with Chris at the National Investor website. 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.
#3598
August 21 · 16 min
Kingsmen Resources – More Drill Assays Returned 1.40 Metres of 433 g/t AgEq From The Main Mine Area Expanding Mineralization At Las Coloradas
Scott Emerson, President and CEO of Kingsmen Resources Ltd. (TSXV: KNG) (OTCQB: KNGRF) (FSE: TUY), joins me for another exploration update where the company reported on August 20th assay results from two additional diamond drill holes, LC-26-014 and LC-26-015, at the Company's 100%-held Las Coloradas silver project in the Parral mining district of the Central Mexican Silver Belt, Chihuahua, Mexico. Drilling has now intersected the Mine zone mineralization across a minimum strike length of 106 meters, in three drill fences spaced 50 meters apart, to a vertical depth of 155 meters. The mineralization is open at depth and along strike, and includes: LC-26-014 — an aggressive step-out drilled to a planned 100-metre undercut beneath LC-25-007, intersecting the mineralized system 90 metres down-dip of historic workings: 1.40 meters @ 433 g/t Ag Eq (239 g/t Ag) from 190.0 – 191.4m (drilled core length; true width not yet determined), including 787 g/t Ag Eq (435 g/t Ag) over 0.75m (190.4 – 191.5m) LC-26-015 — an aggressive step-out drilled to a planned 100-metre undercut beneath LC-25-006, intersecting the mineralized system 96 metres down-dip of historic workings: 1.70 meters @ 185 g/t Ag Eq (139 g/t Ag) from 201.65 - 203.35m (drilled core length; true width not yet determined), including 438 g/t Ag Eq (336 g/t Ag) over 0.68m (202.17 – 202.85m) We go on to discuss some of the key exploration targets at Las Coloradas, based on the various data sets from mapping, sampling, historic data, and surveys flown that their team has compiled in the prioritized targets for this season. The initial follow-up drilling has been testing deeper and stepping out around the historic Mine Target and drilling continued along trend at the DBD Target and then further along trend at Aguilar. Additionally, other regional targets like Leona, Saddle, Silvia, and La Plata areas will be tested, to look at tying together the mineralization from the larger system. Then later this year the company will transition over to drilling a number of targets at their Almoloya Project. If you have any questions for Scott regarding Kingsmen Resources, then please email those in at Shad@kereport.com. Click here to follow the latest news from Kingsmen Resources 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.
#3597
August 21 · 14 min
Founders Metals - 100% Antino Ownership, Gold Fields Investment, High-Grade Drill Results
In this Company Update, we speak with Katie MacKenzie, Vice President of Corporate Development at Founders Metals Inc. (TSX-V: FDR | OTCQX: FDMIF | FRA: 9DL0). Katie provides an in-depth breakdown of the ongoing 70,000-meter exploration campaign at the flagship Antino Gold Project, recent high-grade drill results across multiple target areas, and the consolidation of 100% ownership alongside strategic investment from Gold Fields. Consolidating 100% Project Ownership: Key details behind acquiring full, royalty-free control over the Antino Gold Project and strengthening ties with local partners. Gold Fields Increases Strategic Stake: What the increased 19.9% equity position signals regarding long-term confidence in the asset and team. High-Grade Expansion at Upper Antino & Antino West: How recent deep and step-out drilling is confirming mineralization well below previous boundaries. Unlocking Scale Across Antino North & Northeast: Insights into new target discoveries and parallel structural corridors across the property package. If you have any follow up questions or topic you would like Colin to address please email me at Fleck@kereport.com. Click here to visit the Founders Metals website - https://www.fdrmetals.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.
#3596
August 21 · 8 min
Kuya Silver - Q2 Financial Results and Growth Outlook
In this Company Update, we sit down with David Stein, President and CEO of Kuya Silver (CSE: KUYA | OTCQB: KUYAF | FRA: 6MR1), to break down the company’s Q2 financial results and operational progress at the Bethania Mine. David outlines where capital is being deployed as mine ramp-up continues, how revenue from concentrate sales is beginning to offset development costs, and what investors can expect in the second half of the year across both mine development and exploration drilling. Key discussion topics include: Q2 Financial Overview: An inside look at how operating expenses and mine development costs aligned with expectations during the ongoing Bethania ramp-up. Revenue vs. Concentrate Inventory: Understanding the dynamics behind Q2 revenue figures and how the timing of concentrate sales impacts quarter-over-quarter comparisons. Treasury Strength and H2 Budgeting: How Kuya Silver plans to deploy its cash position between underground mine development and exploration drilling. Timeline to Free Cash Flow: A discussion on the projected timeline for achieving positive cash flow and the long-term potential for expansion at Bethania. If you have any follow-up questions for David, please email me at Fleck@kereport.com. Click here to visit the Kuya Silver website – https://kuyasilver.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.
#3595
August 21 · 15 min
K2 Gold - High-Grade Initial Drill Results at the Mojave Project & Exploration Road Map
In this Company Update, I chat with Anthony Margarit, President and CEO of K2 Gold (TSX-V: KTO | OTCQB: KTGDF | FRA: 23K), to unpack the high-grade initial results from the fully funded 14,000-meter drill program at the Mojave Project in California. Initial High-Grade Assay Results: Anthony walks through the high-grade intercepts from the Dragonfly zone, explaining how these early holes confirm substantial near-surface grades and strong continuous mineralization across the structure. Stepping Out Across the East Side Trend: Discussion on current drilling shifts southward toward the Newmont target, expanding strike length, and testing under-explored corridor gaps. District-Scale Regional Targets: The exploration blueprint for untested property-wide zones, including the high-grade polymetallic Morningstar target and the prospective historic trenching at Flores. Corporate Balance Sheet & News Flow: An update on the company’s well-funded treasury, turnaround times for remaining assays, and upcoming operational milestones. If you have any follow up questions for Anthony please comment below or email me at Fleck@kereport.com. Click here to visit the K2 Gold website. ------------------------ 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.
#3594
August 21 · 7 min
Q2 Metals - Key Leadership Hires, 50,000m Drilled, and the Upcoming PEA At The Cisco Lithium Project
Alicia Milne, President and CEO of Q2 Metals Corp. (TSXV: QTWO | OTCQB: QUEXF | FSE: 458), joins us to discuss the company’s evolution from an early-stage exploration outfit to advancing its flagship Cisco Lithium Project in the Eeyou Istchee James Bay region of Quebec. Strategic Leadership Expansion: Alicia discusses the rationale behind key executive appointments, including a new VP of Technical Services and VP of Environment & Regulatory Affairs, and how this strengthens in-house engineering and de-risking capabilities. Aggressive Drilling Milestones: An update on crossing the 50,000-meter total drilling milestone at Cisco, operating four active rigs, and executing the current 20,000-meter campaign. Resource Upgrades and PEA Timeline: The planned strategy for converting Inferred mineral resources into the Indicated category to pave the way for an updated MRE, a Preliminary Economic Assessment (PEA), and subsequent feasibility work. Treasury Strength and Flow-Through Catalyst: Insight into the company’s robust ~$70M cash balance, upcoming assay flow, and drilling plans extending through the fall and winter seasons. If you have any follow up questions for Alicia or would like more information on any aspect of the Company please email us at Fleck@kereport.com.and Shad@kereport.com. Click here to visit the Q2 Metals website - https://www.q2metals.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.
#3593
August 20 · 18 min
Joel Elconin - Assessing Bond Market Intervention, Healthcare Strength, and Gold Stock Technicals
In this Daily Editorial, we are joined by Joel Elconin, Co-Host of the PreMarket Prep Show and Founder of the Stock Trader Network, to break down major macro shifts and technical setups shaping the broader markets. Treasury Market Intervention: Why the Treasury's aggressive long-term bond buybacks may be signaling rising stress rather than solving structural fiscal pressures. The Death of 60/40 & Modern Yield Realities: How massive corporate debt issuance and high equity returns are altering traditional asset allocation. Biotech Mania & Algo-Driven Volatility: A breakdown of the explosive price action in Moderna and how algorithmic trading amplifies single-day swings. Healthcare Sector Resilience: What the sustained relative strength in healthcare ETFs signals about underlying defensive sector rotation. Gold & Silver Miners at Resistance: Technical levels to watch on the junior gold mining ETF as it tests critical moving averages and gap-fill zones. Stocks & Tickers Mentioned: Moderna (MRNA), NVIDIA (NVDA), Microsoft (MSFT), Health Care Select Sector SPDR Fund (XLV), VanEck Junior Gold Miners ETF (GDXJ), Tesla (TSLA). Click here to visit Joel’s PreMarket Prep website - https://www.premarketprep.com/ Click here to visit the Stock Trader Network - https://www.stocktradernetwork.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.
#3592
August 20 · 17 min
Brien Lundin - Treasury Intervention and Surging Gold Equities
In this Daily Editorial, we welcome back Brien Lundin, Editor of Gold Newsletter and host of the New Orleans Investment Conference, to dissect the latest macroeconomic catalysts driving the precious metals complex. Brien breaks down why recent Treasury actions reveal underlying market friction and how a shifting fiscal landscape is reigniting long-term momentum for gold, silver, and mining equities: Treasury Bond Buyback Dynamics: Why the Treasury's move to double its long-dated bond purchases signaled yield control to the market and sparked an immediate rally across precious metals. The Reality Behind Hawkish Rhetoric: How runaway deficits, mounting debt service costs, and basic fiscal math ultimately limit the Federal Reserve's ability to maintain high interest rates. The Debasement Trade Returns: Why mainstream attention is rotating back to currency debasement and what this means for broader generalist capital flows into the resource sector. Mining Equity Leverage & Seasonality: Insights into the strong summer rebound across precious metals equities, the leadership shown by major producers, and the setup for downstream junior outperformance. High-Conviction Exploration Plays: A look at active summer drilling programs and recent updates from emerging exploration companies. Click here to learn more about the Gold Newsletter. - https://goldnewsletter.com/ Click here to learn more about the New Orleans Investment Conference on October 28-31. - https://neworleansconference.com/korelin/ ------------------ 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.
#3591
August 20 · 14 min
EraNova Metals - Recapping the Adanac PEA: Project Scale, Valuation Gaps, and Strategic Partners
In this Company Update, I chat with Meredith Eades, President and CEO of EraNova Metals Inc. (TSXV: NOVA | OTCQB: STXPF), to review the key results and strategic implications of the recently released Preliminary Economic Assessment (PEA) for the Adanac Molybdenum Project in British Columbia. Meredith shares insights on the project economics, the multi-phased roadmap to advance the asset, and the company's plan to close the market valuation gap: Robust Project Economics and Commodity Leverage: A breakdown of the key PEA metrics, including an after-tax NPV of C$714 million and a 23.5% IRR at base case prices, and how the project expands near C$1.3 billion at current spot levels. Addressing the Valuation Gap and Funding Strategy: How management plans to tackle the initial capital expenditure through staged development, non-dilutive critical mineral grants, strategic partnerships, and offtake agreements. De-Risked Foundation via Historic Work: Why having 93% of the resource already classified as Measured and Indicated, combined with past engineering and permitting data, accelerates the timeline directly toward a Feasibility Study. Broader Exploration Upside and Near-Term News: An overview of upcoming catalysts, potential streaming or DSO opportunities at the Atlin Discovery precious metals targets, and early feedback from industry participants. Click here to visit the EraNova website to learn more about the Company - https://www.eranovametals.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.
#3590
August 20 · 17 min
Onyx Gold - 110,000m Drill Program Update: Expanding the Argus Gold System & New Discoveries
In this Company Update, we sit down with Brock Colterjohn, President and CEO of Onyx Gold Corp. (TSX-V: ONYX | OTCQX: ONXGF), to review the latest drill results and ongoing exploration across the company’s flagship Monroe-Croesus Project, located just east of Timmins, Ontario. Brock outlines how ongoing drilling continues to expand mineralization and connect multiple target zones into a cohesive, district-scale discovery. Progress on the 110,000-Meter Drill Program: A look at completed meterage, the volume of pending assays, and the operational cadence driving systematic expansion across the property. Evolution of the Argus Gold System: How recent drilling and drone magnetic surveys are tying together Argus North, Main, and West along the prolific 8-kilometer Pipestone corridor. High-Grade Spots within Bulk Mineralization: The strategic implications of intersecting near-surface high-grade structures within broad mineralized envelopes for future mining optionality. Testing Regional Targets Across Consolidated Ground: The exploration potential surrounding the historic, high-grade Croesus Mine and newly identified structural targets across the 112 km² land package. Resource Timeline and Treasury Strength: Onyx Gold’s strategic road map toward a potential maiden resource estimate, recent 100% claim ownership consolidations, and the current cash runway. Click here to visit the Onyx Gold website - https://onyxgold.com/ Please email me with any follow up questions for Brock. My email address is Fleck@kereport.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.
#3589
August 20 · 11 min
Sitka Gold - Court Approves 100% Acquisition of Clear Creek Property & 7-Drill Exploration Update
In this Company Update, I am joined by Mike Burke, Director and Vice President of Corporate Development at Sitka Gold Corp. (TSX-V: SIG | OTCQB: SITKF | FSE: 1RF). We discuss the news out today announcing the court approval for the accelerated purchase of the Clear Creek property, fully securing 100% ownership. Mike walks us through the transaction, the financial terms, and how exploration is progressing on the ground with seven active drills. Key Discussion Points: Court Approval for 100% Clear Creek Ownership: Insights into the accelerated cash purchase agreement, consolidating key ground at the RC Gold Project. Royalty Terms & Strategic Optionality: A breakdown of the 5% NSR royalty, the buy-down mechanism to 2%, and Sitka’s right of first refusal. Fully Funded Cash Position: How recent warrant exercises positioned the company to settle the acquisition entirely in cash without equity dilution. 7 Drills Turning Across Core & Target Zones: An exploration update on the ongoing 60,000 meters with a focus on the Rhosgobel expansion, Pukelman, and Eiger/Saddle targets. Assay Turnaround and News Flow Outlook: What investors should expect regarding laboratory timelines and steady assay results leading into year-end. 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.
#3588
August 20 · 10 min
Pinnacle Silver & Gold - Unpacking Initial Underground Drill Results at the El Potrero Project
In this Company Update, we welcome back Bob Archer, President and CEO of Pinnacle Silver and Gold (TSX.V: PINN | OTCQB: PSGCF | Frankfurt: P9J), to discuss the maiden round of assay results from the ongoing underground drill program at the past producing El Potrero Project in Durango, Mexico. Bob explains how drilling from historical underground workings provides critical data and outlines how these high-grade intercepts fit into the broader near-term production strategy. Key Discussion Points: The Underground Drilling Advantage: Why closely spaced, multi-angle drilling from existing workings offers cost-effective precision and structural insight that surface drilling cannot replicate. Initial Assays and Visible Gold: A look into the high-grade gold and silver intercepts, including mineralization along strike and the role of visible gold. Phased Results and Assay Logistics: How drilling at the Pinos Cuates workings and portal areas is being systematically completed and released in batches. Expanding Strike and Production Path: How the underground results effectively double the known strike length and set the stage for upcoming surface delineation and mine planning. Please email me with any follow up questions you have for Bob - Fleck@kereport.com. Click here to visit the Pinnacle Silver and Gold website to learn more about the company and read over the recent news ------------------------- 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.
#3587
August 19 · 20 min
Miata Metals - Suriname Gold Explorer: 25,000M Drill Program, High-Grade Discoveries, La Mancha New Strategic Shareholder
In this Company Introduction, we are joined by Jaap Verbaas, CEO and Director of Miata Metals Corp. (TSXV: MMET | OTCQB: MMETF | FRA: 8NQ). Jaap provides a comprehensive introduction to the company's district-scale exploration assets in Suriname, led by the flagship Sela Creek Gold Project and the strategically located Nassau Project. Major drilling underway, new discoveries emerging, and strong backing from new strategic investors. Strategic Location & Belt-Scale Geology: An overview of Sela Creek’s position along the highly underexplored Guiana Shield, mirroring the prolific gold endowments of West Africa's Birimian belt. 25,000m Drill Campaign: How ongoing drilling is expanding discoveries at the Jons Trend and Big Berg zones, pointing toward a significant continuous gold system. Testing High-Priority Exploration Targets: A look into new scout drilling and step-out targets across the property supported by the addition of a third rig. Strong Balance Sheet & Strategic Validation: Insights into the recent $25M+ financing, an 18-month lockup from cornerstone investor La Mancha, and upcoming near-term assay catalysts. Any follow up questions for Yaap? Email Shad or I at Fleck@kereport.com & Shad@kereport.com. Click here to visit the Miata Metals website - https://miatametals.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.
#3586
August 19 · 13 min
Firefox Gold - Mustajärvi & Sarvi Drilling Updates: Upcoming Resource Estimates & Discovery Potential
In this Company Update, I welcome Carl Löfberg, CEO of Firefox Gold (TSX-V: FFOX | OTCQB: FFOXF | FSE: FIY), to discuss ongoing exploration and drilling activities across the company’s gold projects in the Central Lapland Greenstone Belt of Finland. Mustajärvi Drilling Expansion: Overview of the recently completed 14,000-meter drill program, how it exceeded initial planning, and what the initial expansion results indicate for the upcoming maiden inferred resource. Targeting Beyond the Core Zones: Details on scout drilling and newly tested exploration zones across Mustajärvi, including the Central Zone and Triangle Target. Sarvi Follow-Up Exploration: Progress following high-grade intercepts drilled earlier in the year, along with the geophysics and structural modeling guiding the next exploration phase. Upcoming Catalysts and Steady News Flow: Expectations for pending assay results and how the company prioritizes capital across its portfolio while maintaining steady drill activity. Any further questions for Carl or the team at Firefox? Email me at Fleck@kereport.com. Click here to visit the Firefox Gold website to learn more about the Company - https://www.firefoxgold.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.
#3584
August 18 · 9 min
Banyan Gold - High-Grade/Bonanza Gold Results, Resource Expansion, and 2026 Exploration Progress at AurMac
In this Company Update, I chat with Tara Christie, President and CEO of Banyan Gold Corp. (TSX-V: BYN | OTCQB: BYAGF), to discuss recent bonanza grade drill results and provide a progress update on the 70,000 meter drill program at AurMac and regional targets in the Yukon. Bonanza-Grade Drill Intercepts at Powerline North: An overview of recent assay results from hole AX-26-874, delivering exceptional high-grade gold near the surface in an area previously categorized as unmineralized. Geological Modeling and Resource Expansion: How the updated lithological framework is unlocking targeted high-grade zones between existing deposits and reshaping future strip ratios. Exploration Progress Across the 70,000-Meter Campaign: A status update on active drilling across AurMac and regional targets at the Nitra property, including initial findings and assay turnaround expectations. Long-Term De-Risking and Economic Catalysts: The strategic shift toward resource conversion, infill drilling at depth, and preparation for future economic and engineering studies. If you have any follow up questions for Tara please email me at Fleck@kereport.com. Click here to visit the Banyan Gold website - https://banyangold.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.
#3585
August 18 · 19 min
Versamet Royalties – Record Metrics From Q2 Earnings, Royalty and Streaming Partner Updates, Growth Into 2027
Paul Jones, President of Versamet Royalties (TSX: VMET) (NASDAQ: VMET), joins me to outline the key record metrics from the Q2 earnings released on August 13. Paul reiterates that the Company is well on track to achieve their 2026 production guidance of 20,000 to 23,000 gold equivalent ounces. The portfolio of assets generated over $47 million in revenue in the first half of the year, which positions Versamet well to pursue accretive acquisitions, while maintaining a disciplined approach to deploying capital. Q2 2026 Financial Highlights Revenue of $23.7 million, an increase of 392% over Q2 2025. Record attributable gold equivalent ounces (“GEOs”) of 5,255, an increase of 256% over Q2 2025. Operating cash flow before working capital changes of $19.5 million, an increase of 506% over Q2 2025. Net income of $4.9 million, an increase of 2,781% over Q2 2025. Record adjusted EBITDA of $18.8 million, an increase of 747% over Q2 2025. Q2 2026 Corporate Highlights Acquired a cornerstone 3.52% existing gold stream, on the Eskay Creek gold-silver project, operated by Skeena Resources, located in British Columbia, Canada. This materially enhances the near-term growth profile, and gold equivalent ounce production for 2027 and beyond. Paul reviewed a few of the key cornerstone royalty and streaming assets, and outlined their solid operating partners in the field. Additionally, he highlighted several organic growth catalysts on tap over the next year, including the completion of the Rosh Pinah expansion, the Eskay Creek production commencing, the first gold production at Toega and Cuiú Cuiú. The company anticipates annual attributable production run rate in 2027 to increase to approximately 35,000 GEOs. Click here to follow the latest news from Versamet Royalties 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.
#3583
August 17 · 13 min
Jeff Phillips – Juniors With Compelling Catalysts – Revival Gold, Headwater Gold, Kingsmen Resources, Gladiator Metals, and Greenlight Metals
Jeff Phillips, President of Global Market Development, and an activist investor in the junior resource space, joins us to review the changing price trends and investor sentiment swings thus far in 2026. He goes on to unpack the value proposition in 5 junior resource stocks exploring for gold, silver, and copper that he holds in his portfolio. Throughout the discussion, we get more perspective on how Jeff evaluates opportunities in the junior exploration stocks, and the types of management teams and share structure that he likes to see to participate in their financings. Jeff has been involved in the natural resource space for the last three decades, and is a large strategic shareholder of over a dozen junior companies, and still a significant shareholder in a number of other mining stocks that he helped finance in the past. Jeff also serves as a technical consultant and advisor to several of these companies in the junior resource space, working on improving their messaging to the marketplace, roster of investors, and liquidity. Even though he doesn’t do many public-facing interviews or write in widely followed publications, Jeff is one of the most influential and well-respected people in the business. You’ll often see him hard at work at mining conferences, doing his due diligence and connecting people to one another. The companies we discuss in this interview are: Revival Gold Inc. (TSXV: RVG) (OTCQX: RVLGF) Headwater Gold (CSE: HWG) (OTCQB: HWAUF) Kingsmen Resources Ltd. (TSXV: KNG) (OTCQB: KNGRF) Gladiator Metals Corp. (TSXV: GLAD) (OTCQB: GDTRF) GreenLight Metals Inc. (TSXV: GRL) (OTCQB: GRLMF) 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.
#3582
August 17 · 18 min
Craig Hemke - Precious Metals Rebound, Fed Pivot Expectations, and the Macro Drivers Fueling Gold & Mining Stocks
In this Daily Editorial, we are joined by Craig Hemke, Founder and Editor of the TF Metals Report, to break down the sharp August rebound across the precious metals complex. We examine the fundamental drivers behind gold’s resilience, shifting Federal Reserve rate expectations, and why mining equities are beginning to demonstrate significant operating leverage. Key discussion points include: Macro Tailwinds and Monetary Policy Shifts: Why falling Fed rate hike expectations, cooling economic data, and a weakening US Dollar are rekindling upside momentum across the precious metals complex. Global Currency and Debt Market Pressures: The broader implications of international central bank interventions, sovereign bond market volatility, and how ballooning US debt servicing costs make sustained higher interest rates mathematically unsustainable. Decoupling from Broad Equities: Analyzing gold's recent strength alongside rising geopolitical tensions and oil price spikes, suggesting the yellow metal may be pricing in future global liquidity injections. Mining Share Leverage and Earnings Performance: How precious metals producers are capitalizing on robust realized metal prices and manageable cost structures to deliver outsized operational cash flows. Technical Breakouts and Key Chart Levels: A technical overview of the precious metals equities rebound, assessing unfilled price gaps and whether holding above the 200-day moving average confirms a structural trend reversal for the VanEck Gold Miners ETF. Upcoming Catalysts and August Volatility: What investors should monitor heading into the July FOMC minutes release and the upcoming Jackson Hole Economic Symposium amid typical late-summer trading liquidity. Click here to visit Craig’s website - TF Metals Report - https://www.tfmetalsreport.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.
#3581
August 17 · 21 min
TG Watkins - Breakout or Bull Trap? Technical Levels in Gold, Copper, and Tech
In this Daily Editorial, we welcome back TG Watkins, Director of Stocks at Simpler Trading and Editor of the Profit Pilot website, to break down the technical setups driving precious metals, commodities, and broad equity markets. Precious Metals & GDX Pullback Levels: A technical look at the sharp rebound in gold and gold equities following a multi-month base, along with the critical moving averages to watch to determine whether this move is a sustainable uptrend or an overextended bounce facing resistance. Copper Equities Playing Catch-Up: Analysis on the consolidation in copper stocks following major long-term runs, the impact of recent tech deleveraging, and why emerging chart patterns signal actionable opportunities on pullbacks. Broad Market Resilience & Market Breadth: Discussion on major indexes reaching new highs, the expanding participation across equal-weight indexes and small caps, and what the US Dollar breakdown means for broader risk assets. Fed Policy & Election Season Dynamics: An evaluation of shifting interest rate expectations, Fed communication strategy, and how upcoming midterms could introduce tactical volatility. Tech Sector Rotation: Where capital is rotating within the AI ecosystem, examining the divergence across software, hardware, and mega-cap leaders. Stocks & Tickers Mentioned: GDX, GDXJ, SIL, SILJ, TGB, HBM, SCCO, COPX, IWM, RSP, SPX, TLT, DXY, MSFT, AMZN, GOOGL, AAPL Click here to visit TG’s site - Profit Pilot - https://www.profit-pilot.com/ Click here to visit the Profit Pilot YouTube page - https://www.youtube.com/@Profit-Pilot ---------------- 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.

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