Capitalmind looks at stocks, bonds, funds and the macro to bring you their view on the Indian financial markets. We discuss all things related to investing at our focussed podcast that keeps it simple. For more, go to capitalmind.in and to invest with us, visit capitalmindwealth.com
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Volt Lithium - Webinar Replay - Q&A With Alex Wylie, President and CEO
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This webinar was recorded live on June 19th. Alex Wylie, President and CEO of Volt Lithium (TSX.V:VLT - OTCQB: VLTLF), soon to be Liberty Stream Infrastructure Partners, joined me to field your questions.
If you have any follow up questions for Alex please email me at Fleck@kereport.com.
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Manage episode 490450499 series 3374176
Content provided by KE Report. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by KE Report or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
This webinar was recorded live on June 19th. Alex Wylie, President and CEO of Volt Lithium (TSX.V:VLT - OTCQB: VLTLF), soon to be Liberty Stream Infrastructure Partners, joined me to field your questions.
If you have any follow up questions for Alex please email me at Fleck@kereport.com.
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1 Matt Badiali - Copper Tariffs, AI Demand & the Disconnect in Copper Stocks 22:04
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Play Later Play Later Lists Like LikedCopper prices have surged above $5.60/lb, sparked by a proposed 50% tariff and supported by accelerating global demand. But while the metal’s price keeps climbing, copper equities - especially explorers and developers - remain sluggish. In this KE Report Daily Editorial, Matt Badiali, editor of The New Energy Investor at Mangrove Investor, joins us to break down: The real story behind copper's rally - beyond tariffs How AI data centers are becoming a major new copper demand driver The investor disconnect between metal prices and mining equities Why copper producers and developers could benefit from structural shifts The capital drought in copper exploration - and signs of coming opportunity Matt also touches on how inflation, global electrification, and policy support continue to reshape the long-term copper narrative. Click here to visit the Mangrove Investor website to follow along with what Matt is writing. Bonus: Check out the new Resource Rundown podcast hosted by Cory Fleck and Matt Badiali - covering deeper trends in commodities - Click here to listen to the podcast!…
1 Erik Wetterling – Value Propositions In Headwater Gold, Altamira Gold, And Cabral Gold 20:01
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Play Later Play Later Lists Like LikedErik Wetterling, Founder and Editor of The Hedgeless Horseman website, joins us to review the value proposition that has his attention in the 3 gold exploration companies, that have compelling drill targets, large strategic shareholders, and the potential for rapid upside moves if they make more compelling discoveries while expanding resources. >> The companies we discussed in the interview are: Headwater Gold Inc. (CSE: HWG, OTCQB: HWAUF) announced July 22nd that it has signed a non-binding Letter of Intent (“LOI”) with a subsidiary of OceanaGold Corporation (TSX: OGC, OTCQX: OCANF). The parties propose to enter into a definitive agreement within 90 days for OceanaGold to acquire an option to earn up to a 75% interest in Headwater’s TJ, Jake Creek and Hot Creek projects in Nevada through staged exploration expenditures totalling up to US$65,000,000 and the completion of Pre-Feasibility Studies. Additionally, Headwater Gold announced on July 24th that drill permitting has advanced through the formal public scoping phase on Headwater’s Lodestar project, located in western Nevada. Project scoping marks a significant step toward securing final drilling approval following the submission of a Plan of Operations to undertake a proposed 3,500-metre drill program. The Lodestar project is being explored in partnership with Newmont Corporation (NYSE: NEM, TSX: NGT, ASX: NEM) through an earn-in agreement announced on May 9, 2023. Altamira Gold Corp. (TSXV: ALTA) (FSE: T6UP) (OTCID: EQTRF) – On July 17th announced the mobilization of a diamond drill rig to the Cajueiro gold Project, in Brazil. Drilling will initially focus on testing depth and lateral extensions to the recently defined maiden mineral resource at Maria Bonita, followed by the drill testing of several recently identified porphyry targets within the Cajueiro district. The company is cashed up for this exploration program after having raised $5.28 Million in a non-brokered Private Placement announced on July 2nd. Cabral Gold Inc. (TSXV: CBR) (OTCQB: CBGZF) announced today the results of an updated Prefeasibility Study ("Updated PFS") on the development of near-surface gold-in-oxide material at the Cuiú Cuiú gold district in Brazil. (we had recorded this interview yesterday and were unaware that this news would drop literally the next day, but this PFS shows the value proposition Erik outlined in the plan to develop and mine the saprolite for gold and earlier on cash flows from production to feed the exploration). The Updated PFS, led by Ausenco do Brasil Engenharia Ltda. ("Ausenco"), resulted in significant improvements to the amount of gold produced, mine life, Net Present Value and Internal Rate of Return. These results confirm the Cuiú Cuiú gold-in-oxide starter project provides a high return and a low capital entry point to mine gold, with production possible within 12 months from an investment decision. * In full disclosure, some 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 follow Erik’s analysis over at The Hedgeless Horseman website…
1 Corcel Exploration - Advancing Copper Targets at Yuma King, Arizona 6:33
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Play Later Play Later Lists Like LikedIn this KE Report company update, Jon Ward, CEO of Corcel Exploration (CSE:CRCL - OTCQB:CRLEF), joins us to outline recent progress at the Yuma King Project, including: Airborne Magnetic Survey: Identified four high-priority target areas - Yuma King Mine, Yuma King West, Three Musketeers, and a new covered target. Geophysical Insights: Strong magnetic signatures and structural overturning suggest stacked mineralized horizons. Drill Targeting Underway: Upcoming IP surveys and 3D data compilation set the stage for drilling in Q4. New VP of Exploration: Lee Beasley brings 20+ years of porphyry, VMS, and epithermal experience to lead technical advancement. Any follow up questions for Jon? Comment below or email at Fleck@kereport.com Click here to visit the Corcel Exploration website to learn more about the Company.…
1 Kingsmen Resources - District Scale Exploration For Silver And Gold In Chihuahua Mexico 17:41
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Play Later Play Later Lists Like LikedScott Emerson, President and CEO of Kingsmen Resources Ltd. (TSXV: KNG) (OTCQB: KNGRF) (FSE: TUY), joins me for an introduction to this newly formed junior exploration company focused on silver and gold discoveries across the Parral District, in Chihuahua, Mexico. We start off with Scott sharing some of the background on how this company came together, where he consolidated 15 mining concessions around the prior-producing Las Coloradas Mine to form their flagship Las Coloradas Project, and ensure that their land package has district-scale size potential. After a few years of work consolidating the land, sampling and mapping, and reviewing historical data from Asarco, the Company is now engaged in a 3,000 meter drill program, with 6 priority holes along the strike of the old mine, and upwards of 11-14 holes in total, that may also test beneath the water table. Next we discussed the secondary Almoloya Gold-Silver Project, that has about 3 times the land position as Las Coloradas, and also involved consolidating several large concessions, including the prior-producing Cigarrero Mine. The mineralization is considered prospective for CRD types of polymetallic deposits, with the potential for near-surface oxide precious metals mineralization. Wrapping up I had Scott share his background in the industry, highlight a few of the key members of the management team and board of directors, key stakeholders, and the financial health of this new exploration company. The company is cashed up to execute on this exploration program, and drilling is underway. If you have any questions for Scott regarding Kingsmen Resources, then please email those in to me at Shad@kereport.com. Click here to follow the latest news from Kingsmen Resources…
1 Cerrado Gold – Q2 2025 Operations at Minera Don Nicolas, Key Upcoming Catalysts At Lagoa Salgada and Mont Sorcier 21:35
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Play Later Play Later Lists Like LikedMark Brennan, Founder, CEO, and Director of Cerrado Gold Inc (TSX.V: CERT) (OTCQX: CRDOF), joins me to review the Q2 2025 operations and 20,000 meter expansionary exploration program at the producing Minera Don Nicolas gold mine in Argentina, and the value proposition key upcoming development catalysts at the Lagoa Salgada VMS Project in Portugal and the Mont Sorcier Iron-Vanadium project in Quebec. Q2 2025 M.D.N. Operating Highlights: Gold Equivalent Ounce ("GEO") Production of 11,437 GEO for the 2nd Quarter 2025 Underground Development has commenced and production set to ramp up in H2/2025 Expanded crushing and agglomeration capacity should expand tonnages to the leach pads and improve recoveries at the Heap Leach operation 2025 Production Guidance of 55,000 - 60,000 GEO remains in place, production weighted to H2 2025 as underground ramps up 20,000m Exploration Program underway at MDN targeting potential significant resource growth opportunities Mark and I review their Minera Don Nicolas producing gold project in Argentina, and the record heap leach gold equivalent ounce production for the quarter. We discuss the positive impact that the newly installed secondary crusher has brought to production starting at the tail-end of Q2, but then will continue to be impactful on a move-forward basis in Q3 and beyond, with the quantity of ore being placed on the pad having increased. The production profile will also keep growing in Q3 with the underground mining having now commenced. With higher gold prices, the CIL plant continued to process lower-grade stockpiles and is planned to continue processing low grade stockpiles through Q2/25, after which it will be blended with new high-grade material from the underground mining operations, and this will increase the average grade throughput at the mill. Another area of future growth will be the 20,000 meter drill program that is exploring the open pit resources, as well as identifying for more satellite open-pits at surface. Having gone underground, there is also now the potential for underground exploration work to begin targeting new areas of mineralization or further defining existing areas of mineralization. Next we unpacked the growing value proposition at the Lagoa Salgada VMS Project in Portugal, with a Post-tax NPV of US$147 million and a 39% IRR in the current Feasibility Study. This Project adds both substantial precious metals resources along with critical minerals exposure (42 % Gold & Silver, 24% zinc, 14% copper, and 5% tin) to the future production profile. We also discuss the 2 areas that will be addressed in the resubmission of their Environmental Impact Assessment (EIA) where approval is expected after upcoming political elections, and there will be an optimized Feasibility Study released in Q3, a construction decision by year end or early next year. Construction is targeted for Q2 of 2026, with first production slated for H2 2027.* We wrap up discussing the underappreciated value and ongoing derisking work that is moving towards a Bankable Feasibility Study in Q1 of 2026 at the Mont Sorcier Iron-Vanadium in Quebec. Recent metallurgical test work, has reaffirmed the potential to produce high-grade and high-purity iron concentrate grading in excess of 67% iron with silica and alumina content below 2.3%. If you have questions for Mark regarding Cerrado Gold, then please email those to me at Shad@kereport.com. * In full disclosure, Shad is a shareholder of Cerrado Gold at the time of this recording, and may choose to buy or sell shares at any time. Click here to see the latest news from Cerrado Gold.…
1 Pinnacle Silver and Gold - Advancing the High-Grade El Potrero Project in Mexico 25:36
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Play Later Play Later Lists Like LikedIn this KE Report Company Introduction, I speak with Bob Archer, President and CEO of Pinnacle Silver and Gold (TSX.V: PINN | OTC: PSGCF | Frankfurt: P9J), as the company shifts its primary focus to Mexico with the El Potrero Project, following a strategic option agreement signed in February 2025. Key Highlights from the Interview Strategic Shift to Mexico and Restarting Production Pinnacle Silver and Gold transitioned from its Canadian-focused past to pursue high-grade, near-term production opportunities in Mexico. The flagship El Potrero Project, located in the Topia district of Durango, is a past-producing asset, comprising multiple high-grade underground gold-silver mines. The company is using a cash-flow-first model - similar to Bob’s prior success at Great Panther - aiming for production before establishing a large resource. Early Sampling Results Surface and underground channel sampling from the central “Pino Cuata” zone delivered grades as high as 85 g/t gold and 520 g/t silver (individual sample) Production-First Strategy and Flexible Option Deal Structured to earn 50% upon entering production, with the path to 90% and potentially 100% ownership. Targeting small-scale, high-margin production (~100 TPD), reducing permitting complexity and capital needs. Existing mill infrastructure and underground access greatly accelerate timelines and reduce costs. Well-Rounded Team with Strong Local Ties CEO Bob Archer brings 45+ years of experience, including founding Great Panther and multiple mine restarts in Mexico. Key technical advisors include metallurgical engineer David Salari, global geologist Colin Jones, and a Mexican technical team with local experience and community engagement. Strong Start to 2025 and Fully Subscribed Financing Recently closed a $1.3M financing, enabling mapping, LIDAR surveys, and potentially underground drilling as early as September. Pinnacle is also evaluating additional acquisition opportunities to replicate the Great Panther playbook. Red Lake Projects Remain in the Portfolio Two 100%-owned assets in Ontario (including the historic Argosy Mine) are on the back burner but remain part of the long-term growth pipeline. 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.…
1 Weekend Show - Rick Bensignor & Dan Steffens - The Everything Bull Market? Markets Melt Up, Commodities Surge, and Energy Opportunities 1:04:29
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Play Later Play Later Lists Like LikedThis week’s KE Report Weekend Show dives deep into a market environment where nearly everything seems to be climbing higher. In Part 1, Rick Bensignor breaks down why tech and industrials are powering this melt‑up while retail traders outsmart institutions. In Part 2, Dan Steffens highlights overlooked energy opportunities despite oil’s quiet range and natural gas volatility. 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! Also check out our Substack where we email you summaries of Daily Editorials and the Weekend Show! Click here to check it out. Segment 1 & 2 - Rick Bensignor, President of Bensignor Investment Strategies and publisher of the In The Know Trader reports, kicks off the show to discuss a market environment defined by broad melt‑ups but driven mainly by tech and industrials, while noting opportunities emerging in beaten‑down healthcare, select metals like gold and silver despite near‑term pullbacks, cautious stances on oil and bonds, and long‑term upside potential in uranium and even Bitcoin as institutional adoption grows. Click here to visit the In The Know Trader website. Segment 3 & 4 - Dan Steffens, President of the Energy Prospectus Group, joined the show to discuss why oil has been stuck in a tight $65–$69 range despite low inventories, how tariff fears and muted demand are weighing on prices, and why U.S. production may soon decline. He also highlighted natural gas volatility, rising LNG demand, and featured Canadian producer Whitecap Resources as a strong dividend‑paying growth story poised to benefit from future energy market tightness. Click here to visit the Energy Prospectus Group website for more energy market and stock analysis. If you want Dan’s report on Whitecap you can email him at energyprospectus@gmail.com .…
1 Thor Explorations – Q2 2025 Operations From The Segilola Mine – Exploration Update At Segilola, Douta, And Guitry Projects 15:58
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Play Later Play Later Lists Like LikedSegun Lawson, President and CEO of Thor Explorations (TSX.V: THX) (AIM: THX) (OTC: THXPF), joins me for a review of Q2 2025 operations and production metrics from its Segilola Gold mine, located in Nigeria, and for the Company’s ongoing exploration and development programs in Nigeria, Senegal and Cote D’Ivoire. Segilola Q2 Highlights Q2 gold poured of 22,784 ounces ("oz") Gold sales in Q2 2025 of 25,900 oz at an average realized price of US$3,187 resulting in revenue of $82.5 million Gold produced from 238,425 tonnes milled at an average grade of 3.12 grammes per tonne ("g/t") of gold and process plant recovery at 93.1% Mine production of 242,461 tonnes at an average grade of 3.02g/t of gold for 23,573 oz Ore stockpile decreased by 307 oz to 41,092 oz of gold at an average grade of 0.84g/t of gold FY 2025 Outlook and Catalysts FY 2025 production guidance range maintained at 85,000 to 95,000 oz of gold FY 2025 All-in Sustaining Cost ("AISC") guidance range maintained at $800 to $1,000 per ounce. Drilling programs across all the Company's exploration portfolio Segilola: continuation of ongoing underground drilling program Nigeria regional targets: continuation of scout drilling programs on identified near-mine and regional targets Senegal at the Douta Project: Completion of drilling program at Baraka 3 prospect targeted to be incorporated into the Douta Preliminary Feasibility Study mine plan Completion of further Reverse Circulation ("RC") drilling targeting additional oxide resources Following completion of Douta Project drilling programs, preparation of Updated Mineral Resource Estimate and Pre-Feasibility Study ("PFS") at the Douta Project Côte d'Ivoire: Exploration being advanced on the Guitry, Marahui and Boundiali licenses, with further drilling to occur on Guitry and drilling to commence on Marahui where drill targets have been delineated. During May and June 2025, Thor completed an initial 3,000 metre ("m") reverse circulation ("RC") drilling program at Guitry and has received initial assay results from the program. The objective of the program was to gain a better understanding of both the geometry and geological controls on gold mineralisation based on a new interpretation of the historic drilling results obtained by Endeavour Mining, the historical owner of the asset. The assay results received to date from this drilling program include the following highlights: Drillhole GURC25-208 - 14m at 2.59 grammes per tonne ("g/t") of gold ("Au") from surface Drillhole GURC25-209 - 4m at 6.87 g/tAu from 38m Drillhole GURC25-212 - 5m at 7.48 g/tAu from 5m Drillhole GURC25-214 - 10m at 10.36g/t Au from 57m Drillhole GURC25-216 - 7m at 3.93 g/tAu from 7m Drillhole GURC25-219 - 3m at 14.50 g/tAu from 82m Drillhole GURC25-221 - 13m at 3.46/t Au from 114m Drillhole GURC25-227 - 7m at 7.71 g/tAu from 77m Drillhole GURC25-228 - 5m at 12.65 g/tAu from 69m Drillhole GURC25-229 - 17m at 2.16 g/tAu from surface Further exploration at the Krakouadiokro Prospect will include both infill and step-out drilling. Dividend The Group will maintain the dividend policy announced on April 8, 2025, with the second quarterly dividend payment scheduled for August 15, 2025. Dividends for the quarter will be paid at an amount of C$0.0125 per share. If you have any questions for Segun regarding Thor Explorations, then please email them into me at Shad@kereport.com . In full disclosure, Shad is a shareholder of Thor Explorations at the time of this interview. Click here to follow the latest news from Thor Explorations…
1 Valkea Resources - Upcoming Drill Program at the Paana Project, Finland 10:10
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Play Later Play Later Lists Like LikedIn this KE Report company update, I speak with Chris Donaldson, President & CEO of Valkea Resources (TSX.V:OZ - OTCQB:OZBKF - FSE:S600), to outline the next phase of exploration at the company’s flagship Paana Project in the Central Lapland Greenstone Belt of Finland. Key Highlights: Valkea recently raised C$4.1M (anchored by Michael Gentile) and is fully funded for its next drill campaign. A 2,000-3,000 m drill program is set to begin mid‑August, focusing on the Koivu Zone at the Aarnivalkea West target - testing extensions both along strike and at depth. Step‑outs of 50-100 m around discovery holes and broader step‑outs across a 1.3 km anomaly aim to define scale and continuity. Ongoing base‑of‑till drilling and target generation planned for other zones on the Panna property, plus early work at other projects. Valkea remains open to JV opportunities on non‑core assets while advancing its two main projects. With significant activity from majors and explorers in this region, Valkea’s upcoming drill program is designed to define the size and potential of a promising discovery. Results are expected to begin arriving six to seven weeks after drilling commences. Any follow up questions for Chris can be emailed to me directly at Fleck@kereport.com . Click here to visit the Valkea Resources website to learn more about the Company.…
1 Graphene Manufacturing Group - Key Updates on Sales, Regulatory Progress, Batteries, and Partnerships 26:23
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Play Later Play Later Lists Like LikedIn this in‑depth company update, I speak with Craig Nichol, Founder & CEO of Graphene Manufacturing Group (TSX.V:GMG - OTCQX:GMGMF), to address your recent questions and unpack the latest news across GMG’s product lines and R&D initiatives. Topics we cover in detail: G® Lubricant: July 4th news release – progress on sales channels, palletization, and global distribution plans Regulatory approvals underway in Europe and the U.S. (EPA and REACH) Feedback from large truck fleets and the timeline for scaling with distributors Revenue targets and steps toward positive cash flow THERMAL-XR®: Launch plans for the new TXR kit, designed for easy adoption and energy savings Similar palletization and distribution strategies as G Lubricant Battery Division: Australian patent granted on GMG and University of Queensland’s aluminum‑ion battery Collaboration agreement with UQ and government support to accelerate R&D Partnership with BIC in the U.S. to produce and test cells ahead of scaling up What milestones investors should watch for next Craig also shares candid insight on regulatory hurdles, distributor onboarding, and what it will take to turn today’s strong gross margins into meaningful, near‑term cash flow. Have questions for the next interview? Email: fleck@kereport.com Click here to visit the GMG website to learn more about the Company.…
1 Joel Elconin - Market Leadership, Retail Trading Trends & Earnings Season Insights 13:54
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Play Later Play Later Lists Like LikedJoel Elconin, co‑host of the Pre‑Market Prep show and founder of the Stock Trader Network, joins us to break down the almost‑everything bull market pushing indices to record highs. Key topics covered: Leadership driving the rally: Big tech names like Microsoft, Nvidia, Google, Meta, and Broadcom leading markets to fresh highs, with value names like Berkshire and JPMorgan also participating. Earnings season takeaways: Why some companies get punished despite beating estimates, cautious guidance trends, and how tariffs are factoring into outlooks. Retail investor dynamics: The resurgence of meme‑style moves, retail’s influence in small caps, and how institutions are adapting. Opportunities ahead: Joel’s perspective on small caps, sector rotation, and what to watch as July closes out with key reports from Apple, Amazon, and other tech giants. Click here to visit Joel’s PreMarket Prep website . Click here to visit the Stock Trader Network.…
1 Nick Hodge – We Are Seeing An “Everything Is Awesome” Market, With Tailwinds For Investing In Resource Stocks 34:18
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Play Later Play Later Lists Like LikedNick Hodge, Co-Owner of Digest Publishing and editor of Foundational Profits and Hodge Family Office, joins us for a longer-format discussion on and the macro and micro themes that are continuing to push the US general equities, cryptocurrencies, and commodities markets ever higher, in an “Everything is awesome,” melt-up higher. Nick shares how he has been positioned early in these trends with rare earths, copper, uranium, and critical minerals stocks. We start off reviewing how the US fiscal policy is leading to a weaker US dollar, which has been a key tailwind to US equities, cryptos, and the commodities sectors. We review the impacts of the back-to-back Biden and Trump administration policies that both increased the US debt and deficits, with the passage of large fiscal policy bills, that have acted as an additional tailwind to the critical minerals and energy metals side of the mining sector. Both the Inflation Reduction Act and the Big Beautiful Bill respectively, had provisions in them for accelerating the development of nuclear power infrastructure and uranium mining, a focus on critical minerals like lithium, rare earths, and copper, and how this is bringing in new investors waking up to how the commodities space is really the building blocks of many other sectors in our economy and daily life. This leads into a more in-depth discussion on the rare earth sector in particular, where Nick notes the recent Department of Defense investment into MP Materials Corp. (NYSE: MP) as a key stakeholder, but also providing them a floor on their Neodymium products, and agreeing to be a buyer future magnet production. Then, shortly thereafter, Apple Inc. (NASDAQ: AAPL) made a $500M investment into MP Materials to accelerate and help fund the future development of a permanent magnet recycling plant in Texas. Nick points to CoTec Holdings Corp. (TSXV:CTH)(OTCQB:CTHCF), as another company poised to start recycling permanent magnets, also in Texas. Additionally, he highlights the heavy rare earth production capacity increasing from Energy Fuels Inc. (TSX: EFR) (NYSE American: UUUU), as another way to participate in the tailwinds pushing the rare earth stocks higher. Next we pivoted over to the importance of copper, and the recent move higher in prices on the back of the proposed Trump tariff on this energy metal. Nick flags Freeport-McMoRan Inc. (NYSE: FCX) as a domestic producer that he feels has been offering investors a good accumulation period on future growing revenues. He also highlights his recent private placement into an earlier-stage prospect generator, Kincora Copper Limited (TSXV: KCC) (ASX: KCC), with exploration properties looking for copper and gold porphyries in Australia. Nick also describes how this company has forged partnerships with AI and technology companies; a trend that he expects to see more of as the mining sector evolves and more companies look to secure their own supply chains. Rounding out the discussion on critical minerals, and providing an example of how to trim and reposition on pullbacks in winning portfolio positions, Nick discussed how he has approached trading around a core position in Bravo Mining Corp. (TSXV: BRVO) (OTCQX: BRVMF). This leads into a segment where Nick shares what changes he has made to how he approached managing his portfolio, and other best practices for trading and investing within the resource sector as this bull market evolves over time. Click here to follow Nick’s analysis and publications over at Digest Publishing…
1 Scottie Resources – Largest Ever Drill Program Underway And Key Derisking Work Building Towards A PEA On The DSO Development Strategy 21:05
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Play Later Play Later Lists Like LikedBrad Rourke, President and CEO of Scottie Resources (TSX.V:SCOT – OTCQB:SCTSF), joins me to review a number of key takeaways from recent newsflow on the further derisking work building towards an upcoming Preliminary Economic Assessment (PEA) and the largest ever drill program exploring and expanding resources at the Scottie Gold Mine Project located in the Golden Triangle of British Columbia. We start off reviewing that drilling has been underway with 3 diamond drill rigs on the property and a 4th drill rig is being added in the next week focused at targets around the past-producing Scottie Gold Mine and the adjacent, high-priority Blueberry Contact Zone-is located just 35 kilometres north of Stewart, British Columbia. Brad points out that a big percentage of the planned 25,000-30,000 meters will be focused on upgrading the resources from inferred to indicated categories as well as resource at the Blueberry Contact Zone, with a focus on the open pit and upper portions of the underground resources at both Blueberry and Scottie, and detailed testing of the siltstone side of the contact zone. We also review follow-up step-out drilling on the Wolf Zone target discovered in 2024 at the Scottie Gold Mine area. Ongoing geotechnical and hydrogeology drilling will also provide data to inform mine design and assist efforts with the recent initiation of Baseline Environmental Studies. With all this exploration and fieldwork now underway, the Company remains on track to deliver a low-capex PEA based on a Direct Shipment Ore (DSO) scenario in October. Brad reiterates that the management team and board believes this coming economics study will clearly highlight the significant, untapped value of the Scottie Gold Mine Project. Next we touched on the big news out to the market today on July 24, 2025, which announced that Scottie Resources has received all required permits from the government of British Columbia to proceed with a 10,000-tonne surface bulk sampling program. The Bulk Sample is slated to be taken from the road accessible, outcropping Bend Vein located on the north end of the Scottie Gold Mine Project, and is expected to produce 3,000 - 4,000 tonnes of mineralized rock. This will be a nice opportunity to learn more about a number of metrics and provide a nice proof of concept, as well as generating some non-dilutive capital for the Company in the process. When reviewing their direct-ship ore strategy, Brad highlighted that Scottie has one of the closest gold projects to a deep-sea shipping terminal, which based on its location is positioned in one of North America’s cheapest commercial shipping lanes to Asia. In addition to the ease of a proposed open-pit mine, which already has an existing mine permit, there is also key external infrastructure in place, such as power lines and hauling roads right to site. Wrapping up we review the importance of the recent financing announced on July 9th, for a $16.8 million non-brokered private placement financing, of which a lead order of $6 million, translating to $8.4 million in charitable flow-through funding, will be provided by Ocean Partners UK Limited. Brad outlines that Ocean Partners, in addition to their participation in the recent financing, has entered into a binding term sheet with Scottie to provide a commercial offtake agreement 100% production for first 8 years of commercial production, and has made available a construction loan and overrun facility of USD$25 million, to advance the Scottie DSO Project towards production. If you have any questions for Brad regarding Scottie Resources, then please email them in to me at Shad@kereport.com . In full disclosure, Shad is a shareholder of Scottie Resources at the time of this recording and may choose to buy or sell shares at any time. Click here to follow the latest news from Scottie Resources…
1 Maple Gold Mines - Douay Project Drill Results Recap: 12,000m Expanding The 3Mil Oz Gold Resource 13:23
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Play Later Play Later Lists Like LikedIn this company update, Kiran Patanker, President and CEO of Maple Gold Mines (TSX-V: MGM - OTCQB: MGMLF - FSE: M3G) joins us to recap Maple Gold’s recently completed and fully released 12,000‑meter drill program at the Douay Project in Quebec. This was an upsized campaign, from 10,000 to 12,000 meters, targeting growth beyond the current 3Moz gold resource. Key discussion points: Strategy & Goals: Expanding and upgrading the Douay resource through down‑plunge extensions and targeted step‑outs in zones like Nika and 531. Standout Results: • Nika Zone - 2.1 g/t Au over 108m, including multiple high‑grade intercepts. • 531 Zone - 15m @ 4.9 g/t Au, 11.4m @ 3.7 g/t Au, and more significant depth extensions. Efficient Execution: Delivered at ~$300/m all‑in cost vs. $400 budgeted, covering six zones across 21 holes. Next Steps: Upcoming updated Mineral Resource Estimate, plans for follow‑up drilling in high‑grade zones, and advancing exploration across the 500 km² land package. Maple Gold aims to grow its 3Moz resource toward 5Moz by combining open‑pit optimization with new bulk‑tonnage underground potential. Please email me your follow up questions for Kiran. My email address is Fleck@kereport.com . Click here to visit the Maple Gold Mines website to learn more about the Company.…
1 District Metals - Sweden Uranium Projects Update, Share Price Surge, and Key Upcoming Catalysts 18:45
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Play Later Play Later Lists Like LikedIn this KE Report company update, I’m joined by Garrett Ainsworth, President & CEO of District Metals (TSX.V:DMX - OTCQB:DMXCF - Nasdaq First North: DMXSE SDB), for a deep dive into the company’s ongoing and upcoming work across its uranium portfolio in Sweden. Key topics covered: Share price momentum: District’s stock has moved sharply higher since May with strong volume, driven by improving uranium market sentiment, ongoing project work, and potential inclusion in the Global X Uranium ETF (URA). Flagship Viken Project: Recent mobile MT survey results are mapping depth and thickness of the Alum Shale formation with unprecedented clarity - critical groundwork for selecting the best target area for an upcoming PEA. Broader exploration portfolio: Updates on radiometric and magnetic surveys at Ardnasvarre, Säckjärn, and Nianfors, each hosting historic uranium mineralization with strong grades. Uranium moratorium progress: Sweden’s legislative process to lift the moratorium remains on track, with potential government votes expected in Q4 2025, positioning District to move quickly once approvals are in place. Near-term catalysts: Multiple data releases expected in coming months, including survey results, drill assays from Tomtebo, and updates on Sweden’s legislative timeline. Garrett also shares how District is preparing to prioritize its projects, balance work on high-grade prospects, and potentially partner on non-core assets - all while staying ready to advance Viken as soon as policy changes allow. If you have any follow up questions for Garrett please email me at Fleck@kereport.com . Click here to visit the District Metals website to learn more about the Company.…
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1 Dave Erfle - Junior Mining Bull Market Trends: Financings, Earnings Season, and Gold & Silver Momentum 20:57
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Play Later Play Later Lists Like LikedDave Erfle, Founder and Editor of Junior Miner Junky, joins me to share insights on the accelerating momentum in the precious metals sector. In this discussion we cover: Financing trends: A surge in capital flowing into PEA‑stage juniors, with major strategic partners taking large stakes in recent $30M+ financings. Sector strength: Miners and juniors showing relative strength as gold consolidates near $3,300 and silver breaks out, with the gold:silver ratio trending lower. Earnings season outlook: Why companies like Newmont could deliver significantly higher cash flow with gold ~$400/oz above Q1 levels. Copper market dynamics: Tariff-driven moves, record backwardation between U.S. and LME markets, and the potential for explorers to catch renewed investor interest. Dave also shares portfolio management insights, noting when he takes profits on big winners and where he’s looking for new opportunities - particularly in copper juniors. Watch for: Signs of a sustainable bull market as financings are bought, not sold . A rotation of capital further down the food chain to riskier juniors. Key support levels: gold $3,300/$3,200 and silver $37.50, setting up for potential runs toward $4,000 gold and $50 silver later this year. Click here to visit the Junior Miner Junky website to learn more about Dave’s investment letter.…
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1 Novo Resources - Tipperborough Project Drill Update: Near Surface High Grade Gold Results 14:57
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Play Later Play Later Lists Like LikedIn this KE Report company update, I chat with Mike Spreadborough, Executive Co‑Chairman, and Kas De Luca, General Manager of Exploration at Novo Resources (TSX: NVO - OTCQB: NSRPF - ASX:NVO ), to recap the latest results from the Tipperborough Project in New South Wales - part of their growing greenfields exploration portfolio. Key Highlights from the Interview: Strong maiden drill results from the Clone target, including 12m @ 5.9g/t Au and 17m @ 2.4g/t Au, all near surface. Insight into the broader 500m strike length tested by 14 RC holes and how these results stack up as some of Novo’s best since pivoting back to exploration. Discussion on other prospective targets (New Bendigo, Pioneer, Phoenix) and how these results help prioritize future drilling. Updates on upcoming field programs at Tipperborough, John Bull, Grafton, and Pilbara antimony/gold projects, with active mapping and sampling underway across the portfolio. Commentary on Novo’s exploration strategy, logistics, and near‑term news flow and funding position. Please email me with any follow up questions for Mike and the team at Novo Resources. My email address is Fleck@kereport.com . Click here to visit the Novo Resources website to learn more about all the projects and exploration programs.…
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1 Brien Lundin - Gold’s Summer Pause, Silver Momentum, and Junior Financing Boom 18:05
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Play Later Play Later Lists Like LikedIn this episode, I welcome back Brien Lundin to break down the latest trends in the precious metals markets and what investors should be watching heading into the fall. Brien, well known as the editor of Gold Newsletter and the long‑time host of the New Orleans Investment Conference, shares why he believes this bull market is still in its early innings. Key Discussion Points Gold’s sideways consolidation around $3,325 and why low volatility often signals a powerful move ahead. Rotation into mining stocks and juniors: Rising financings, improved valuations, and new interest from generalist investors. Silver’s breakout momentum: The gold–silver ratio narrowing, resilience through pullbacks, and why silver juniors offer leverage on top of leverage. Upcoming opportunities: Brien highlights companies with significant news flow ahead, including Banyan Gold, Prospector Metals, Blackrock Silver, Vizsla Silver, and Relevant Gold. Capital flow and M&A potential: Why larger financings and institutional interest could reshape the sector. Brien explains why the current market action feels like a coiled spring, and why the summer doldrums often set the stage for strong fall rallies. Mark your calendar for the New Orleans Investment Conference – November 2–5, 2025. Hope to see you there! Click here to learn more about the conference. Click here to learn more about the Gold Newsletter.…
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The KE Report
1 Kuya Silver - Bethania Mine, Peru: Q2 Production Growth & Path to 100 TPD 17:54
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Play Later Play Later Lists Like LikedI’m joined by David Stein, President & CEO of Kuya Silver (CSE:KUYA - OTCQB: KUYAF - FRA:6MR1), for a detailed update following the July 15th news release reporting Q2 2025 production growth at the Bethania Mine in central Peru. We break down: Production up 87% quarter-over-quarter – and what’s driving this growth. Progress toward the 100 tonnes per day milestone and the development work still underway. How working faces are managed to sustain and expand production. Updates on toll milling, stockpiled material, and near‑term cash flow. A one‑time revenue boost from the Silver Kings project in Ontario. David also explains the balance between development and mining activity, future catalysts to watch in upcoming news releases, and how Kuya’s financial position and recent royalty deal set the stage for further growth. If you have any follow up questions for David please email me at Fleck@kereport.com . Click here to visit the Kuya Silver website.…
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1 Versamet Royalties - A New Royalty Company Bridging the Gap Between Junior Royalty Players and Multi‑Billion‑Dollar Majors 19:53
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Play Later Play Later Lists Like LikedIn this interview, I chat with Dan O’Flaherty, CEO of Versamet Royalties, a newly listed royalty company already making waves in the royalty and streaming space. Dan previously led Mavericks Metals, which sold to Triple Flag in 2023, and now he’s building Versamet to fill a gap between junior royalty players and the multi‑billion‑dollar majors. Key Highlights from Our Discussion: Rapid portfolio growth: Nearly US$300M in acquisitions since 2022, growing Versamet’s market cap to ~$500M. Cash‑flow focus: From 5,000 GEOs in 2024 to 14–16,000 GEOs by 2026, translating to over $50M in annual revenue at current gold prices. Strategic partners: B2Gold (33%), Sandstorm (25%), and Equinox Gold (13%) as cornerstone shareholders, providing technical strength and deal flow. Balanced growth plan: Blend of near‑term organic growth and ongoing acquisitions. Capital markets strategy: TSX Venture listing in May 2025, with plans to graduate to the TSX and pursue a U.S. listing for broader investor access. Dan also explains: Why Versamet stayed private until cash flow was established How their credit facility and equity strategy are funding growth Why this “mid‑tier gap” in the royalty space creates a unique investment opportunity Please email me with any follow up questions for Dan. My email address is Fleck@kereport.com Click here to visit the Versamet Royalties website.…
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1 AbraSilver Resource - Drill Results Extends Gold Mineralization at Oculto East, Resource Growth & DFS Update 17:13
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Play Later Play Later Lists Like LikedIn this KE Report company update, John Miniotis, President & CEO, and Jeremy Weyland, SVP Projects & Development of AbraSilver Resource (TSX:ABRA - OTCQX:ABBRF) join me to discuss the latest developments at the Diablillos Project in Argentina. Key topics covered: New Phase 5 drill results at Oculto East, including a 42m intercept grading 0.68 g/t gold and 15 g/t silver - a step-out from their best-ever gold intercept in Hole 24 of this year. Ongoing expansion drilling at Oculto East and Northeast, plus updates from Cerro Viejo and JAC. With three rigs currently on site focused at Oculto East. Progress on the updated mineral resource estimate (expected in early August). Insights into the Definitive Feasibility Study (DFS) - targeting mid‑2026 for an investment decision - with optimizations such as fleet upgrades, tailings design improvements, and potential grid power connections to reduce capex and opex. How AbraSilver balances near‑term development milestones with aggressive exploration for continued upside. Please email me any follow up questions you have for the team at AbraSilver. My email address is Fleck@kereport.com . Click here to visit the AbraSilver website and read over the recent news.…
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1 Jim Tassoni - Trading the Trend: Stocks, Metals & Crypto 20:14
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Play Later Play Later Lists Like LikedIn this KE Report Daily Editorial (July 15), we welcome back Jim Tassoni, CEO of Armor Wealth Strategies. Jim is an active momentum trader we check in with monthly to uncover where he sees strength across markets, metals, and crypto. Key topics covered: U.S. and global markets at all-time highs - why Jim remains long despite overbought conditions, how he uses trailing stops, and his thoughts on geopolitical risk. Fiscal and Fed policy catalysts - impact of the new spending bill and potential shifts in Fed leadership heading into 2026. Sector and international positioning - communication services, tech, consumer discretionary, and overweight exposure to emerging markets like India and China. Metals momentum - outlook on silver near $40, copper holding above $5.50, and trading strategies in miners. Oil’s range-bound setup - how Jim is playing support and resistance levels. Crypto trends - Bitcoin’s surge past $120,000, tokenization narratives, and stop levels Jim is watching. Click here to visit the Armor Wealth Strategies website to keep up to date with Jim and what he’s trading.…
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1 Craig Hemke – Silver Breakout, Mining Stock Rotation, and Copper’s Tariff Spike 22:13
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Play Later Play Later Lists Like LikedCraig Hemke, Founder and Editor of TF Metals Report, joins us for a wide-ranging discussion on precious and base metals, recorded Monday, July 14th. Silver has broken out above multi-year resistance, with junior silver stocks leading the charge. Craig walks through what’s fueling this breakout, including speculative flows, tariff impacts, and positioning in the COMEX market. We also discuss: Why silver is vastly outperforming gold and how the gold-silver ratio is driving sentiment How mining stocks are reacting, with smaller stocks outperforming majors like Agnico and Newmont Copper’s sharp move higher on new U.S. tariff announcements, and why Trump’s unpredictable stance is fueling volatility A cautionary take on silver hype, commercial short positions, and how bull markets typically unfold Inflation data, options expiry, and what to watch heading into the end of the week Craig shares insights from decades of market experience—balancing optimism with realism—as he highlights where the real opportunity may lie for precious metals investors in the second half of 2025. Click here to visit Craig’s website - TF Metals Report…
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1 TG Watkins - Markets Shrug Off Tariff Talk: AI, Crypto, Silver, and Bull Market Rotation 16:40
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Play Later Play Later Lists Like LikedTG Watkins, Director of Stocks at Simpler Trading and editor of the Profit Pilot website and YouTube channel, breaks down what’s driving markets higher and where the next leadership may emerge. Markets are pushing to new all-time highs, brushing off tariff noise and geopolitical uncertainty. In this interview, TG Watkins joins us to unpack what’s fueling this continued strength and how investors should position in a fast-moving bull market. Key themes discussed: Tariff headlines vs. market resilience: Despite renewed tariff threats from Trump, markets continue higher - why? AI and Crypto leading the charge: Nvidia, AMD, and tokenization themes are back in focus. Crypto breakout signals renewed momentum. Sector rotation in full swing: Big tech is stretched; money is flowing into smaller, higher-risk plays and overlooked sectors like drones and silver. Volatility watch: The VIX is around 17; TG expects a near-term pullback but views it as a buying opportunity. Precious metals outlook: Silver breaks out to 14-year highs, while gold consolidates and awaits a clearer catalyst. TG shares insights on: Where smart money is rotating next Signs of market froth and the case for a short-term reset What would make him turn more defensive Why he’s watching SPX 21-day and weekly 21 MAs for support Click here to visit TG’s site - Profit Pilot…
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The KE Report
1 Sitka Gold - RC Drill Program Update: Visible Gold at Rhosgobel and Saddle Zones 12:03
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Play Later Play Later Lists Like LikedI’m joined by Mike Burke, Director and VP of Corporate Development at Sitka Gold (TSX.V:SIG - OTCQB:SITKF - FRE:1RF), for an update on the 30,000-meter drill program at the RC Gold Project in Yukon, following the July 10th news release. Key highlights from the interview: All 9 holes at the Rhosgobel target have intersected visible gold, with mineralization confirmed across 250 meters of strike and to 350 meters depth. Positioning Rhosgobel as a strong candidate for Sitka’s third gold deposit. The Saddle zone, situated between the Blackjack and Eiger deposits, is also returning visible gold. Drilling here could add ounces within existing conceptual pit limits, enhancing project economics by lowering the strip ratio. Assays are pending, with initial results from Blackjack and Eiger expected in the coming weeks and Rhosgobel assays to follow shortly after. The program is ahead of schedule and under budget, with drilling costs at ~$350/m. A potential resource update is targeted for Q1 2026, depending on assay results and drill density at new zones. If you have any follow up questions for Mike please email me at Fleck@kereport.com . Click here visit the Sitka Gold website to learn more about the Company.…
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1 Erik Wetterling - Silver Surge, Junior Miners Rally: Sector Sentiment and Stock Selection 19:37
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Play Later Play Later Lists Like LikedIn this KE Report Daily Editorial, I’m joined by Erik Wetterling, founder and editor of The Hedgeless Horseman, for a deep dive into the silver market’s breakout and the explosive rally in junior metals stocks. Silver has been the standout performer in 2025, climbing over 30% YTD to a 14-year high near $40. Erik breaks down why junior silver equities, especially the smallest and riskiest names, have seen outsized gains, often disconnected from fundamental improvements. He explains how rising sentiment and a risk-on attitude are driving momentum, leading to sharp rallies in names with little more than leverage to the silver price. We discuss: The shift from gold leadership to silver, and how the gold-silver ratio dropping from 107 to 85 reflects this change. Why microcap silver juniors are seeing the most aggressive moves - and how sentiment, not fundamentals, is often the driver. Erik’s strategy: focus on undervalued names with upside but avoid speculative trades based only on “greater fool” theory. Stocks on Erik’s radar: With commentary on project quality, valuation, and risk. As Erik puts it, the junior silver space may be “the worst sector long-term,” but in the current bull market, it’s showing some of the best short-term returns. Sentiment is surging, but caution is warranted. Click here to visit Erik’s site - The Hedgeless Horseman.…
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1 Jeff Christian & Josef Schachter - Gold and Energy Catalysts: Debt, Deficits, and Drill Baby Drill 55:42
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Play Later Play Later Lists Like LikedA wide-ranging macro breakdown on gold, oil, natural gas, and the looming catalysts for volatility with Jeff Christian (CPM Group) and Josef Schachter (Schachter Energy Report) 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! Also check out our Substack where we email you summaries of Daily Editorials and the Weekend Show! Click here to check it out. Segment 1 & 2 - Jeff Christian, Managing Partner at CPM Group, joins the show to discuss how the recently passed U.S. tax bill could significantly increase deficits and economic uncertainty, reinforcing long-term support for gold. He highlights strong global investment demand, particularly through gold ETFs, even as the metal trades sideways near record highs. Christian notes rising institutional short positions and the potential for physical market tightness around the August futures contract. Geopolitical risks and a surge in global money supply remain key catalysts that could drive gold and silver higher in the second half of the year. Click here to visit the CPM Group website to learn more about the firm. Segment 3 & 4 - Josef Schachter, founder of the Schachter Energy Report and Eye on Energy Substack, joined us to share his latest insights on the oil and natural gas sectors. He discussed why U.S. production remains strong despite falling rig counts, how efficiency gains like pad drilling and polymer floods are reshaping conventional oil, and why LNG demand and Alberta power needs may drive a natural gas rebound—especially for Canadian producers. He also highlighted key contrarian opportunities in beaten-down Canadian gas stocks, select dividend-paying oil equities, and ETFs like XLE and OIH if markets pull back to April levels. lick here to learn more about The Schachter Energy Report…
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1 Talisker Resources – Mustang Mine Development Ore Now Being Milled At Nicola Mining’s Craigmont Mill For Ramp Up Into Gold Production 16:37
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Play Later Play Later Lists Like LikedTerry Harbort, President and CEO of Talisker Resources (TSX: TSK) (OTCQX:TSKFF), joins me to highlight the key milestone of the first development ore being milled at Nicola Mining’s Craigmont Mill located in Merritt, British Columbia. Talisker announced on July 7th that the Company has commenced milling and processing of run of mine material from the Mustang Mine vein material extracted from the 1060 and 1075 development levels. We unpacked this major positive milestone for the Company, and what the ramp up in to production will look like for the second half of this year. Talisker continues to develop on the 1060, 1075, 1105 and 1120 levels with in-vein development active on the BK vein on the 1075 level and both the BK and BK9870 veins on the 1105 level. Long-hole drilling in preparation for the mining and extraction of the first stope is underway targeting the 3264 stope from the Alhambra vein located between the 1060 and 1075 levels. Blasting and extraction of the first stope is expected to occur later this week. We review that main area of focus for the development declines and work up until this point in time has been in the unmined area, between the historically mined Bralorne and King mines, now referred to as the Mustang Mine. We shift over to the measured ramp-up of throughput from mined ore at the Mustang Mine with throughput now above 200 tonnes per day (tpd) and the goal to get that up to 250 tpd by year-end. Moving into next year it is anticipated that throughput can rise from 300 tpd, up to 500 tpd, and then eventually 750 tpd in the years thereafter. That will involve pulling in material from the unmined areas between the historic Bralorne and Pioneer mines as a second eventual area of focus. In addition to being amenable to toll milling at nearby processing centers with spare capacity, there is a second study underway looking at upgrading the ore on site using ore-sorting technology, so that higher-grade material, with less associated waste would make it more economical to be shipped to additional processing centers. An economic study is slated for later this year that will explore some of these concepts in more detail. Wrapping up we discuss the key milestones and news on tap for the balance of this year. If you have any follow up questions for Terry then please email me at Shad@kereport.com . Click here to follow the latest news from Talisker Resources…
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1 Jordan Roy-Byrne – Medium-term Risks and Longer-term Opportunities In Gold, Silver, and Precious Metals Stocks – Technical Outlook, When To Trim, and What Types Of Juniors To Consider 29:26
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Play Later Play Later Lists Like LikedJordan Roy-Byrne, CMT, MFTA, Editor and Publisher of The Daily Gold, and author of the book “Gold & Silver – The Greatest Bull Market Has Begun – A Once In A Lifetime Investment Opportunity”, joins me for an in-depth technical and fundamental look at both the medium-term risks and long-term opportunities in the precious metals space, how he approaches trimming back winning trades, and 2 type of earlier-stage PM stocks that he'd consider rotating some capital down into. Key topics discussed: Longer-term technical pattern in gold has been very bullish, especially after having put in the highest quarterly close on record in Q2 at $3307. Despite the strength in gold, Jordan is looking for where we’ll see a corrective move in gold, and what the percentage depth may be, though the lens of analogs to the 1972 and 2005 breakouts in gold. We discuss what a corrective move in gold would look like based on what pricing does leading up to that point, and Jordan could see a scenario where gold makes it up to near $4,500 before starting a more meaningful 20-30% corrective move. He also clarifies the nuances between a periodic correction and the eventual cyclical bear market within a multi-year secular bull market. This leads to a discussion on trimming small amounts off winners along the way versus the types of signals that it may be time to sell larger portions of a position or the entire position. He puts some context around 3 key criteria for consideration when trimming or selling: 1) how overbought the whole sector is as a macro theme, 2) the percentage weighting of a stock that has run inside one’s portfolio (preferring that no position gets above 10%), and 3) the value calculation of a company and it’s potential upside at a given point, relative to other stocks that may have more potential upside. Next we shift over to the technical outlook for silver, the importance of the 2nd strongest silver close on a quarterly basis ever to $36.10, the decisive move above $35 resistance, where we are now solidly in the $37’s, and the upcoming resistance at $41-$42. We discuss the nature of silver stocks in particular to front run higher prices in advance and discount those moves higher in the underlying metals price before they occur. This can lead to more muted moves when the higher prices are actually achieved, and there can be a slowdown in momentum, because the valuations have already priced those moves when the pricing breakouts first start happening. While discussing the anticipated strong revenues and earnings in Q2, Jordan feels the forward-looking market has mostly priced those in for both gold and silver producers overall. He does make the point that individual select cases may still surprise some to the upside, but those will be more isolated cases where those particular companies overachieved in the quarter. When looking at the intermarket analysis of gold to US general equities, the picture in Q1 was much more constructive in Q1 where many breakouts in ratio charts were confirmed, but the strong action in Q2 of US equities blasting up to new highs does have Jordan watchful to make sure that trend doesn’t accelerate over a longer period. He reiterated that we want to see money rotating out of weaker general equities and making its way to gold if the accelerated move to $4,500 gold is to come to fruition. He also points out that in addition to US equities advancing on gold in Q2, that we also saw silver, and precious metals stocks advancing on gold last quarter, so in some ways that was a constructive catchup trade. Wrapping up Jordan unpacks the 2 types of scenarios that would have him looking to move some capital out of the quality growth-oriented producers and best-in-class developers down into the more speculative junior resource stocks. One group would be companies that have smaller resources that aren’t getting noticed, but have a legitimate pathway to moving their resources over critical thresholds like 100 million ounces of silver or over 2-2.5 million ounces of gold. The second group would be advanced explorers and developers that are trading at a discount due to perceived flaws, but that these flaws are able to be overcome and thus a rerating to a better valuation is possible. Click here for exclusive stock picks and Jordan’s deeper analysis at The Daily Gold.…
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1 Joel Elconin – Risk-On Markets Surge To All-Time Highs, Growth Stocks Are Back In Vogue With Some Volatile Individual Stock Trades 21:11
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Play Later Play Later Lists Like LikedJoel Elconin, Co-Host of the PreMarket Prep Show and Co-Founder of the Stock Trader Network, joins me for a wild trading session as the general US stock indexes blast to new all-time highs, and many tech and growth stocks have some very volatile trading in this risk-on environment. Key topics include: The S&P 500 and Nasdaq blasted up to new all-time highs in Thursday’s trading session. We talk about what a different week we are having compared to what many projected we’d have, initially thinking the Trump reciprocal tariffs were coming off this week. Instead they were pushed back and the TACO trade is alive and well. Travel and leisure stocks surged, with notable moves higher this week from Delta Airlines and Royal Caribbean. This brings up the concept of “digital nomads” and how as many as 50 million individuals are taking their digital work with them to travel more and work in multiple destinations. Growth stock are in and value stocks are out. Berkshire Hathaway, one of the preeminent value stocks has been in a downtrend since May, coinciding both with the markets breaking higher, and Warren Buffett stepping down from the company he built over multiple decades. Tesla remains resilient, no matter how many tangents Elon Musk goes on publicly. Joel reviews technical levels in (TLSA), but points out that it is somewhat of a cult stock, and there always ends up being a bid come in for this “love stock.” There has been an unusual opportunity developing in the trading arbitrage since the new market darling CoreWeave, Inc (CRWV) announced its intention to acquire Core Scientific (CORZ). Joel breaks down how the pair trade evolved with a “buy the rumor sell the news” effect, and how there wasn’t a good way to borrow short against CoreWeave, so the arbitrage got wider, but there was uncertainty on if the deal will go through keep some investors from buying Core Scientific. The gap is starting to narrow more, but it could still be a compelling arb-trade for those traders with the right risk tolerance temperament. MP Materials (MP) skyrocketed up roughly 50% on Thursday’s session after the US government became their largest shareholder. US Defense Department just announced becoming MP Materials' biggest shareholder in a multibillion-dollar deal to boost output of rare earth magnets and help loosen China's grip on the materials used to build weapons, electric vehicles and many electronics. Click here to visit Joel’s PreMarket Prep website . Click here to visit the Stock Trader Network.…
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The KE Report
1 FinEx Metals - Exploring For Orogenic Gold in Finland’s Central Lapland Greenstone Belt: 5 Projects, Drilling Now 16:36
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Play Later Play Later Lists Like LikedIn this interview, we introduce Tero Kosonen, Chairman & CEO of FinEx Metals (TSX.V:FINX), a newly listed exploration company with five projects in northern Finland, highlighted by the Ruoppa Project. FinEx is part of the NewQuest group, known for backing discovery‑driven exploration companies like Headwater Gold and Inflection Resources. Key discussion points: Strategic land position: Ruoppa lies just 17 km from Agnico Eagle’s Kittilä Mine and near Rupert Resources’ high‑grade Ikkari discovery. Exploration progress: Four years of groundwork including geophysics, trenching (highlight grab sample of 95.1 g/t Au), and top‑of‑bedrock drilling. Upcoming catalysts: A fully permitted maiden drill program starting in days (12-14 holes, ~2,500m) with results expected by mid‑September to early October. Strong team & infrastructure: Led by experienced Finnish geologists with excellent government relationships and support, operating in a region with roads, power, and year‑round access. Portfolio beyond gold: Additional permitted projects include nickel‑PGM‑cobalt targets in eastern Lapland with potential for partnerships. FinEx is well‑funded (~C$4M treasury) and positioned in one of the world’s most prospective yet underexplored belts. Investors are watching closely for early drill results that could signal a new discovery. If you have any follow up questions for Tero please email us. Fleck@kereport.com and Shad@kereport.com . Click here to visit the FinEx Metals website to learn more about the Company.…
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The KE Report
1 Mike Larson - Vegas MoneyShow Recap: Bullish Commodities, Market Resilience, and Global Flows 21:58
21:58 Play Later Play Later Lists Like Liked21:58
Play Later Play Later Lists Like LikedMike Larson, Editor-in-Chief at Money Show, joins us to recap insights from the recent MoneyShow Conference in Las Vegas and tie them into today’s market trends. In this interview: A remarkable rebound in global markets after April’s volatility Strong interest in commodities and metals beyond gold - silver, copper, platinum, palladium Why retail investors are more informed and active than ever How a shift away from the traditional 60/40 portfolio is fueling interest in hard assets Thoughts on meme-stock resurgence, crypto adoption, and why oil is lagging Mike also shares how investors are positioning amid tariff negotiations, global supply-chain priorities, and a broadening bull market that spans U.S. equities, international markets, and resource stocks. Click here to find out about the upcoming MoneyShow conferences.…
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The KE Report
1 Fury Gold Mines - Exploration Update: Lithium Discovery, 2 Drill Programs Ongoing At Committee Bay and Sakami 13:30
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Play Later Play Later Lists Like LikedIn this KE Report interview, I speak with Tim Clark, President & CEO of Fury Gold Mines (TSX:FURY - NYSE:FURY), and Brian Atkinson, Senior Vice President of Exploration. Key topics covered: Lithium discovery at Elmer East: Context on the recent results from the Quebec Precious Metals acquisition and Fury’s strategy to monetize non‑core assets while staying focused on gold. Committee Bay Drill Program (Nunavut): A 5,000m campaign with 7-10 holes targeting new shear‑zone horizons and step‑outs from high‑grade 2021 intercepts. Sakami Project (Quebec): Ongoing 3,000-5,000m drilling confirming historical high‑grade shoots and advancing toward a potential resource estimate. Corporate catalysts: Agnico Eagle’s participation at Committee Bay, a strong $60M+ treasury, and a strategy designed to add value and attract partners across the portfolio. With two active drill programs and multiple catalysts ahead, Fury is positioning itself as a best‑in‑class junior explorer in a commodities bull market. If you have any follow up questions for Tim or Bryan please email me at Fleck@kereport.com . Click here to visit the Fury Gold Mines website to learn more about the Company and read over the recent news.…
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The KE Report
1 Headwater Gold - LOI with OceanaGold to Advance 3 Nevada Projects 14:56
14:56 Play Later Play Later Lists Like Liked14:56
Play Later Play Later Lists Like LikedIn this KE Report company update, we speak with Caleb Stroup, President & CEO of Headwater Gold (CSE:HWG - OTCQB:HWAUF), about a significant new development for the company. Headwater Gold has signed a Letter of Intent (LoI) with OceanaGold to explore three Nevada projects - TJ, Jake Creek, and Hot Creek - with the potential for OceanaGold to earn up to 75% interest by spending US$65M and advancing the projects through to pre-feasibility studies. Key topics discussed: The structure of the OceanaGold partnership and earn‑in stages Work already completed at TJ, Jake Creek, and Hot Creek How this new partnership complements Headwater’s existing deal with Newmont Headwater’s hybrid model: retaining 25% carried interest plus a royalty while operating partner‑funded projects Near‑term plans, including drill programs and potential self‑funded exploration This LoI highlights Headwater’s ability to secure partnerships with major producers while maintaining significant upside for shareholders. Please email your questions for Caleb to us at Fleck@kereport.com and Shad@kereport.com . Click here to visit the Headwater Gold website to read over the recent news.…
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The KE Report
1 Darrell Fletcher - YTD Commodities Overview: Gold, Silver, Copper, Oil, Natural Gas 20:21
20:21 Play Later Play Later Lists Like Liked20:21
Play Later Play Later Lists Like LikedIn this KE Report daily editorial, I’m joined by Darrell Fletcher, Managing Director of Commodities at Bannockburn Capital Markets. Darrell oversees the firm’s commodities trading desk and offers a unique perspective on the markets - focused on hedging, volatility, and positioning through uncertainty. In this interview, we review key themes from Darrell’s recent presentations at the Las Vegas MoneyShow and dig into where investors are focusing in 2025. Key topics covered: Year‑to‑date commodities review: Precious metals and copper leading the pack; top four performers are platinum, copper, silver, and gold. Tariffs, correlations, and drivers: Why dollar correlations are breaking down and how tariffs are reshaping physical flows in metals. Copper staying strong: How tariffs and infrastructure demand are driving record‑high Comex copper, even while global supply remains constrained. Energy lagging: Why crude remains range‑bound with downside risk despite low inventories, and why natural gas fundamentals look more constructive. Rotation potential: Will investor flows broaden into lagging commodities like grains and softs in the second half of 2025 and into 2026? Darrell also shares insights on trading volumes, hedging behavior, and how muted tariff reactions are shaping day‑to‑day market moves. Click here to learn more about Bannockburn Capital Markets.…
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The KE Report
1 Heliostar Metals - Restart of San Agustin Mine: Near‑Term Gold Production Growth 13:39
13:39 Play Later Play Later Lists Like Liked13:39
Play Later Play Later Lists Like LikedIn this KE Report company update, we speak with Charles Funk, President and CEO of HelioStar Metals (TSX.V:HSTR - OTCQX:HSTXF - FRA: RGG1), to break down the company’s latest milestone: the restart of mining operations at the San Agustin mine in Mexico, with production expected in Q4 2025. Key discussion points: Receipt of key permits enabling pit expansion and leach pad height increase CapEx of only ~$4.2M with an estimated $40–50M in cash flow from San Agustin Steps toward stacking ore in Q4 and generating immediate production Near‑term exploration plans: oxide drilling for mine‑life extensions and sulfide targets for long‑term upside Clear growth trajectory - from 30-40K ounces in 2025 to 150-200K ounces/year by 2028 with minimal dilution HelioStar’s strategy blends near‑term production with ongoing exploration upside across assets like Ana Paula and La Colorada. Please email me at Fleck@kereport.com with any follow up questions for Charles. Click here to visit the Heliostar Metals website to learn more about the Company.…
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The KE Report
1 Erik Wetterling – Value Proposition In Rackla Metals, Inflection Resources, and Westward Gold 24:49
24:49 Play Later Play Later Lists Like Liked24:49
Play Later Play Later Lists Like LikedErik Wetterling, Founder and Editor of The Hedgeless Horseman website, joins us to review the value proposition that has his attention in the 3 pre-discovery gold and copper exploration companies, that have large Tier 1 drill targets and the potential for rapid upside moves if they make a compelling discovery and hit with the drill bit on current programs. >> The companies we discussed in the interview are: Rackla Metals Inc. (TSX-V: RAK) (OTC: RMETF) – On July 14th, 2025 Rackla Metals announced that drilling and had commenced at the BiTe zone on the Grad property NWT. The Grad property was staked in July of 2024, and immediate prospecting defined strong gold mineralization at the base of the south facing cliff. Further sampling in August identified significant sheeted veining hosted in the intrusive and that combined with the gold, bismuth and tellurium geochemistry made it clear that the Company had discovered a compelling Reduced Intrusion-related Gold Systems (RIRGS) occurrence that had never previously been identified or staked. Inflection Resources Ltd. (CSE: AUCU) (OTCQB: AUCUF) – On July 21, 2025, Inflection Resources announced that it completed the acquisition of an 100% interest in a portfolio of copper-gold projects in the Northern Territory and New South Wales, Australia from subsidiaries of Newmont Corporation. This provides the company optionality on how to advance those properties. The main near-term value drivers will be when more assays get released from any of their four projects that JV option partner AngloGold Ashanti elected to advance to Phase II earn-in. The four Designated Projects are Duck Creek, Trangie, Crooked Creek and Nyngan. Westward Gold Inc. (CSE: WG) (OTCQB: WGLIF) - On July 8, 2025, Westward Gold announced that drilling is underway at its flagship Toiyabe Hills Property in Lander County, Nevada. Over the next several months, Westward will be testing its Campfire Target Complex for the first time, with approximately 5,000 metres (~16,500 feet) of reverse-circulation (“RC”) drilling across this top-priority zone within the ~61 square-kilometer consolidated Property. * In full disclosure, some 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 follow Erik’s analysis over at The Hedgeless Horseman website…
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The KE Report
1 Dave Erfle - Precious Metals Rally, Gold Majors Now Leading the Way 17:26
17:26 Play Later Play Later Lists Like Liked17:26
Play Later Play Later Lists Like LikedIn this KE Report daily editorial (July 22), we speak with Dave Erfle, Founder and Editor of the Junior Miner Junky, to unpack what’s driving the precious metals momentum and how the sector is setting up into the back half of the year. Key discussion points: Gold Majors Reignite: Agnico and Newmont posting strong moves as gold attempts a breakout above $3,450. Technical Setups: Dave compares today’s action to previous bullish consolidations and shares key resistance levels on GDX and silver. Valuation Disconnect: Juniors with proven ounces still trading at fractions of in‑ground value despite rising margins for producers. M&A Outlook: Who might start buying - majors or mid‑tiers - and why high‑capex projects could slow deals. Forward-Looking Strategy: Why Dave expects $4,000 gold and $50 silver, and how investors can position for more upside. Click here to visit the Junior Miner Junky website to learn more about Dave’s investment letter.…
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The KE Report
1 1911 Gold Corp – Comprehensive Exploration And Development Strategy At The True North Project In Manitoba 22:36
22:36 Play Later Play Later Lists Like Liked22:36
Play Later Play Later Lists Like LikedShaun Heinrichs, President and CEO of 1911 Gold Corp (TSXV: AUMB) (OTCBB: AUMBF), joins me to for a comprehensive exploration and development update for advancing their True North Project, which includes a permitted mine and mill complex located on the Company’s 100%-owned Rice Lake Gold property, spanning 61,647 hectares within and adjacent to the Archean Rice Lake greenstone belt in Manitoba, Canada. Shaun outlines how 1911 Gold believes its land package is a prime exploration opportunity, on a brownfield site, with the potential to develop a mining district centered on expanding resources and eventually moving back into the development of the past-producing True North complex. In addition to the permitted mine, there is a 1300 tpd permitted mill in place, which is expandable to 2250 tpd, which would have access to cheap hydroelectric power, and there is a permitted tailings area. There is an ongoing aggressive exploration program underway at surface for shallow high-grade targets as well as at depth, at their 2 new discoveries: the San Antonio West and San Antonio South East. The ongoing drilling is expanding the known resources of around 1.1 million ounces of gold in all categories. There will be a steady stream of exploration updates over the balance of this year. Additionally, this exploration date will be fed into future resource update slated for early in 2026. The next major milestone for the company will be incorporating mine modeling and engineering models as the company works towards a Preliminary Economic Assessment (PEA), anticipated by year-end. Shaun also highlights that after the PEA in Q4, and the resource estimate update in Q1, that another key future milestone will be 2 different trial mining and bulk samples slated for the middle of next year. These will be crucial in confirming and comparing to the data outlined in the PEA, for acting as a proof-of-concept, and the bulk samples will be processed at their mill and bring in non-dilutive capital to the company during the learning process. The company is financially sound, and cashed up for all work initiatives through those bulk samples next year. If you have any questions for Shaun regarding 1911 Gold Corp, then please email me at Shad@kereport.com . Click here to follow the latest news from 1911 Gold Corp…
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The KE Report
1 Robert Sinn – Macroeconomic Tailwinds For the Metals, Technical Outlook On Gold, Silver, Copper, And Value Propositions In Select Resource Stocks 40:46
40:46 Play Later Play Later Lists Like Liked40:46
Play Later Play Later Lists Like LikedRobert Sinn, (aka Goldfinger on CEO.ca and CeoTechnican on X) and publisher of Goldfinger Capital on YouTube and Substack, joins me for a wide-ranging discussion on macroeconomic market movers as well as his fundamental and technical outlook on gold, silver, copper, and their related resource stocks. There are a range of topic covered when reviewing the macroeconomics landscape which include: The Trump administration’s policy on tariffs, Fed policy, the continued US dollar weakness, central bank buying of precious metals, the continued move higher US equities and cryptocurrencies in a very risk-on market, and China’s economic health improving. Shifting over to the precious metals, Robert points out that gold is still playing a role as an alternative currency and as a solid hard asset and safe haven for investors as a store of value. We look to the upcoming positive expectations for Q2 earnings season in the gold producers over the next few weeks, and discuss how money has moved down the risk curve from the producers and quality developers into the optionality plays, advanced explorers, and discovery-stage exploration companies. We also opine on the kinds of merger and acquisition deals we may start to see as cashed up producers merge with one another to mass up or may go after large defined orebodies without a prohibitive capex to build them into mines. Robert highlighted Banyan Gold Corp. (TSXV:BYN)(OTCQB:BYAGF), Sitka Gold Corp. (TSXV: SIG) (OTCQB: SITKF), and Ramp Metals Inc. (TSXV: RAMP) as three gold exploration stocks that have his attention at present. Next we discuss the technical setup for silver as it has been in a catchup trade to gold, where it has been leading the last few months on a percentage basis. We also note that the silver stocks have really moved a lot in response to this latest move in silver, adding credence to wider breadth across the PM sector. We wrap up looking at the technical setup in the price action we’ve seen in copper, blasting up over $5 for the third time and to recent all-time highs on the back on the proposed Trump tariffs on the red metal. Robert shares a few copper exploration stocks he likes, such as Hercules Metals Corp. (TSXV: BIG) (OTCQB: BADEF) and Ridgeline Minerals Corp. (TSXV: RDG) (OTCQB: RDGMF), and reiterates why he likes Idaho, Nevada, and Arizona as US jurisdictions for copper companies. Follow Robert’s analysis on Substack https://ceo.ca/@goldfinger Click here to follow Robert on X/Twitter https://www.youtube.com/@GoldfingerCapital/videos…
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The KE Report
1 Magna Mining – H2 2025 Guidance At Producing McCreedy West Mine, Exploration and Development At The Levack Mine, Acquisition Closed Of Portfolio Of Projects From NorthX Nickel 23:38
23:38 Play Later Play Later Lists Like Liked23:38
Play Later Play Later Lists Like LikedJason Jessup, CEO and Director of Magna Mining (TSX.V: NICU) (OTCQX: MGMNF), joins me for a review of H2 2025 guidance and an operations update at their producing McCreedy West copper mine in Sudbury, Canada. We also review the ongoing exploration and development work at the Levack Mine, working towards and updated resource estimate in Q3 and mine restart plan by year-end for potential production in 2026. We also review the news out today about the closing of the acquisition of a package of development and exploration projects from NorthX Nickel Corp. We kick off the conversation with a review of production and cost guidance for the second half of 2025 a their McCreedy West Mine. Highlights (in USD unless otherwise stated): Quarterly ore sales from the 700 Copper Zone are expected to be between 80,000 and 92,000 tons in the second half of 2025. Contained copper equivalent grade expected to be between 2.9% to 3.4% in Q3 2025, and 3.8% to 4.4% in Q4 2025. Cash costs (per copper equivalent pound) expected to be $3.85 to $4.40 in Q3 2025, reducing to $3.11 to $3.66 in Q4 2025. AISC (per copper equivalent pound) expected to be $4.95 to $5.49 in Q3 2025 and $3.85 to $4.47 in Q4 2025. Jason discusses the primary focus at McCreedy West for this year is really getting all the development work completed to be able to really ramp up production in a big way in 2026. The company has invested capital into underground equipment and additional development, hired additional people to support a 24-7 operation at the mine, and they are seeing the benefits of this plan materialize. The mine plan for this year is evolving, where a 3rd party contractor has been brought in to get in front of 6+ months of extra underground development, with the plan to get access to mining areas that have better grades like the area to the west of the 700 Copper Zone. Jason explains that they expect all-in sustaining costs to decrease in 2026 after concluding their accelerated capital development program and achieve our optimization goals. There will still be ore processed each quarter, but the operations teams wants to get enough stopes opened up through development for the balance of this year to have options in accessing mineralization from different parts of the mine. We also reviewed how in addition to the high-grade copper area of the mine in the 700 Copper Zone, that there is the Intermain Nickel Zone and a Precious Metals Zone, with platinum, palladium, and gold that can be accessed down the road at the right metals prices and margins. Next we transitioned over to all the exploration focus at the past-producing Levack mine and Jason outlines the Company strategy to keep aggressively drilling and delineating mineralization with a targeted Resource Estimate for Q3, while also continuing with engineering work to then put out a Mine Restart Plan by year end or the beginning of next year. This is all leading towards the pathway for bringing the Levack Mine back into production in 2026. Additionally, the team is still advancing similar derisking and development work at their Crean Hill Project where, depending on financial market conditions, it could be on a dual track for production in late 2026 or early 2027. Wrapping up we reviewed a few of the exploration and development properties included in their acquisition which closed today with portfolio of properties located in the Sudbury Basin from NorthX Nickel Corp. (CSE: NIX). The NorthX properties being acquired represent 304 km2 of mineral claims, leases and patents in the Sudbury area. The acquisition of the NorthX property portfolio brings Magna's aggregate holdings in the Sudbury area to 584 km2. Several properties host known exploration targets within Sudbury Breccia units in the footwall of the Sudbury Igneous Complex (SIC), including the Wisner, Blezard, Frost Lake and Creighton South properties. The Wisner property historically produced 295,000 tonnes grading 0.9% Cu and 4.1 g/t Pt + Pd + Au from the surface Broken Hammer Zone (Technical Report on Wallbridge's Sudbury Area Properties, Ontario (Canada), 2017). The Blezard and Creighton South properties cover portions of the footwall environment near the known Blezard and Creighton contact deposits, which have measured and indicated resources of 7.9 million tonnes grading 1.0% Ni, 0.7% Cu and 6.2 million tonnes grading 4.5% Ni, 3.3% Cu, respectively. If you have questions for Jason regarding Magna Mining, then please email me at Shad@kereport.com. In full disclosure, Shad is a shareholder of Magna Mining at the time of this recording. Click here to follow along with the news at Magna Mining…
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The KE Report
1 Sitka Gold - Expanding the RC Gold Project in the Yukon: Saddle Zone Delivers Strong Grades, Eiger Deposit Expanding 13:55
13:55 Play Later Play Later Lists Like Liked13:55
Play Later Play Later Lists Like LikedIn this company update, I reconnect with Mike Burke, Director & VP of Corporate Development at Sitka Gold (TSX.V:SIG - OTCQB:SITKF - FRE:1RF), to discuss the latest drill results from the RC Gold Project in the Tombstone Gold Belt, Yukon. On July 17th, Sitka reported new results from the Saddle Zone, an area within the conceptual pit boundary of the Blackjack deposit. These intersections are demonstrating near-surface, multi-gram gold mineralization roughly 300 meters east of the current resource outline - effectively converting previously classified waste into potentially economic material. Key discussion points: Saddle Zone Expansion: Intersections grading ~2 g/t gold, double the Blackjack resource average, with implications for future economics. Eiger Step-Outs: New drilling on the western margin intersecting broad widths of Iger-style mineralization, linking deposits. Resource Growth Potential: Blackjack & Eiger already host 2.8M ounces (Inferred and Indicated) combined; ongoing drilling continues to grow these cornerstone deposits. Steady News Flow: Over half of the 30,000m drill program completed with results expected through year-end and into early 2026. Shareholder Interest: Insights from recent Yukon site tours, showcasing the proximity of multiple targets and the project’s scale. If you have any follow up questions for Mike please email me at Fleck@kereport.com . Click here visit the Sitka Gold website to learn more about the Company.…
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The KE Report
1 Marc Chandler - Fed Policy, Inflation Trends, and Global Market Risks 20:28
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Play Later Play Later Lists Like LikedMarc Chandler, Managing Partner at Bannockburn Global Forex and editor of the Marc to Market website, joins us for this special Sunday editorial on the KE Report. Key topics discussed: Inflation Data: A closer look at why headline inflation remains above the 2% target and why base effects suggest future readings may edge higher. Fed Policy Outlook: Despite political noise, the Fed remains patient. Marc explains why some members (like Waller) are pushing for earlier cuts and how labor market weakness - not just inflation - may drive the next move. Market Reaction: Are potential Fed cuts already priced in? Why retail buying and FOMO are fueling equity highs, and what that means for risk ahead. Tariffs & Earnings: How shifting tariffs could pressure margins, stoke inflation, and impact upcoming earnings season. Global Events: What to watch this week: flash PMIs, the ECB meeting, Tokyo CPI - and why Japan’s political backdrop is worth noting. Click here to visit Marc’s site - Marc To Market.…
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The KE Report
1 Weekend Show - Peter Boockvar & Matt Geiger - From Wall Street to Gold Stocks: Markets and Resources in Focus 54:08
54:08 Play Later Play Later Lists Like Liked54:08
Play Later Play Later Lists Like LikedThis weekend’s show dives into what’s really driving markets amid tariff tensions and why global money is quietly rotating into commodities and resource stocks. 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! Also check out our Substack where we email you summaries of Daily Editorials and the Weekend Show! Click here to check it out. Show Segments Segment 1 & 2 - Peter Boockvar, Chief Investment Officer at Bleakley Financial Group and editor of The Boock Report on Substack, joined the show to share his views on a market rally driven by AI enthusiasm despite uneven economic data, a global rise in long‑term rates, and shifting foreign capital flows. He also highlighted opportunities in international equities, a sustained bull case for commodities like gold, silver, and oil, and the need for patience with resource stocks as sentiment slowly rebuilds. Click here to follow Peter at The Boock Report. Segment 3 & 4 - Matt Geiger, Managing Partner at MJG Capital, joined the show to discuss his resource‑focused fund’s strong first half of 2025, driven largely by precious metals and standout positions like Bravo Mining and Neo Performance Materials, while highlighting his portfolio’s heavy weighting in copper and growing exposure to prospect generators. He also shared insights on shifting global capital flows, U.S. rare earth policy moves like the MP Materials deal, and Tether’s investment in Elemental Altus Royalties as early signs of new outside capital entering the mining sector. Click here to visit the MJG Capital website and read over Matt’s investor letter.…
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The KE Report
1 Aztec Minerals - Tombstone Project Drilling Update & Ownership Increase 7:53
7:53 Play Later Play Later Lists Like Liked7:53
Play Later Play Later Lists Like LikedIn this KE Report company update, I’m joined by Simon Dyakowski, President and CEO of Aztec Minerals (TSX.V:AZT - OTCQB:AZZTF), to discuss the July 17th news release on the drill program and ownership at the Tombstone Project in Arizona. Key Highlights: First seven holes completed in the current drill program, totaling just over 1,200 meters, focused on the Southern Extension Zone along the Contention structure. Follow-up drilling around last year’s high-grade silver discovery (highlight: 569 g/t silver equivalent over 26 meters). Ownership increased to 85% after JV partners partially participated in recent work, moving Aztec closer to potential full control. Overview of the 5,000-meter blended RC and diamond drill program, including plans for deeper core holes targeting CRD-style mineralization. Expected assay turnaround in approximately four weeks, with updates anticipated in early August. Simon also explains the joint venture structure, dilution process, and the exploration strategy as the team advances this largest drill program to date at Tombstone. Please email me any questions you have for Simon. My email address is Fleck@kereport.com . Click here to visit the Aztec Minerals website.…
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