The KE Report
The KE Report provides exclusive interviews with private money managers and sub $10 billion market cap stocks. Interviews are published daily to help investors navigate their investments.
Weekend Show - Peter Boockvar & Dana Lyons - Commodities Hit 14-Year Highs as the 40-Year Bond Bull Dies & Commodity Technicals
Global debt dynamics, sticky structural inflation, and shifting monetary policies are stripping central banks of their control over long-term interest rates. In this episode of the KE Report Weekend Show, macro strategist Peter Boockvar breaks down why bond vigilantes are dictating terms to fiscal authorities and how severe underinvestment has launched a broad-based commodity supercycle. Shifting to the charts, fund manager Dana Lyons maps out why copper and energy equities are quietly diverging to the upside while market internals beneath the S&P 500 begin to flash late-cycle warning signs.
Segment 1 & 2 - Peter Boockvar, Chief Investment Officer at One P...Marc Chandler - Jobs Data Surprise, the Oil-Yield Disconnect, and Global Currency Shifts
In this Daily Editorial, we welcome back Marc Chandler, Chief Market Strategist at Bannockburn Capital Markets and editor of the Marc to Market website. Marc breaks down a volatile week across macro markets, reconciling surprising economic releases with muted market reactions and evaluating where global monetary policy is headed next.
Deconstructing the Labor Data: Why a blowout headline payroll number might be masking underlying household vulnerability, five-year lows in wage growth, and persistent seasonal distortions. The Energy and Yield Disconnect: How crude oil surged over 9% in a single week while long-term Treasury yields barely budged, challenging standard inflation...Kuya Silver - High-Grade Drill Results at Umm Hadid and Production News Flow at Bethania
In this Company Update, we sit down with David Stein, President and CEO of Kuya Silver (CSE: KUYA | OTCQB: KUYAF | Frankfurt: 6MR1). David discusses the latest drill results from the Umm Hadid Project in the Kingdom of Saudi Arabia, the structure of the joint venture with Sumo Holding, and the near-term catalysts awaiting investors at the flagship Bethania mine in Peru.
Umm Hadid Drilling and Discovery Potential: Drill results from the Saudi Arabian joint venture reveal both high-grade silver narrow intercepts and wide, lower-grade halos that could open the door to multiple mining concepts. Path to a Maiden...Getty Copper - Getty South Initial Drill Results: 68.5m Of 0.81% Cu and 184m of 0.37% Cu
In this Company Update, we chat with Roy Greig, Vice President of Exploration at Getty Copper (TSX-V: GTC, OTCQX: GTCDF), to review recent drill results from the Getty South target within British Columbia's prolific Highland Valley copper district.
High-Grade Intercepts at Getty South: An initial look at headline results featuring shallow, high-grade copper mineralization alongside broad, bulk-tonnage intervals. Porphyry vs. Breccia Dynamics: How Getty South's breccia-hosted system contrasts with the classic porphyry style at Getty North and what that means for overall grade potential. Modern Geophysics Meets Historic Data: The exploration strategy behind integrating decades of historical data...Aztec Minerals - High-Grade North Extension Drill Results, Extends Strike Length To Over 1,250 Meters
In this Company Update, we are joined by Simon Dyakowski, President and Chief Executive Officer of Aztec Minerals (TSX-V: AZT | OTCQB: AZZTF), to break down the latest high-grade drill results from the North Extension target, on the Tombstone Property in Arizona.
Key discussion topics include:
Expanding the Strike Length at Tombstone: An overview of recent step-out drilling from the North Extension target and how it significantly lengthens the continuous mineralized footprint beyond earlier limits. High-Grade Intercepts and Structural Trends: Insights into the continuity of mineralization, emerging structural patterns across the district, and the geological implications of...Stillwater Critical Minerals – Updated MRE More Than Doubles The Mineral Resources at Stillwater West – Ongoing Infill Drilling, Future PEA
We are joined by Michael Rowley, President & CEO of Stillwater Critical Minerals (TSX.V: PGE – OTCQB: PGEZF), to provide the key metrics and takeaways from updated and expanded Mineral Resource Estimate (MRE), over double the prior resources, for its flagship Stillwater West Ni-PGE-Cu-Co + Au project in Montana, USA. We also unpack the larger value proposition at the Stillwater West project as far as what it would mean to a major metals producer and potential suitor in a development scenario, and what it would mean for both the state of Montana and the USA overall as a domestic supply of crit...
Omai Gold Mines – Visual Review and Key Metrics On The Updated PEA For The Wenot and Gilt Deposits
Elaine Ellingham, President and CEO, and Jason Brewster, VP of Operations, for Omai Gold Mines Corp. (TSX.V: OMG) (OTCQB: OMGGF), both join me for a special video presentation and visual review of the updated Preliminary Economic Assessment and an exploration update, from the combined Wenot and Gilt deposits at the Company’s 100%-owned Omai Gold Project in Guyana, South America.
The Omai Gold Property hosts two orogenic gold deposits: the shear-hosted Wenot Deposit and the adjacent, intrusion-hosted Gilt Deposit, with a combined total mineralization in the updated Mineral Resource Estimate (MRE) of ~8 million ounces of g...
Joel Elconin - Unpacking the Risk-On Rally, Tech Capex Resilience, and Bitcoin's Surge
In this Daily Editorial, we welcome back Joel Elconin, co-host of the PreMarket Prep Show and founder of the Stock Trader Network, to break down the broad-based risk-on momentum carrying major indices higher. Joel provides his perspective on market breadth, macro crosscurrents, and where institutional capital is moving across key sectors:
Underlying Drivers of the Risk-On Move: How short-term oversold conditions and resilient economic data triggered a wave of green across major equity indices. Interest Rate Expectations and Fed Policy: Why the Federal Reserve may hold steady longer than anticipated, and how rate stability can benefit equity valuations. ...Brien Lundin - Gold Defies Yields and High-Upside Juniors in the Yukon
In this Daily Editorial, we welcome back Brien Lundin, Editor of Gold Newsletter and Host of the New Orleans Investment Conference (taking place October 28–31). Brien unpacks the shifting macroeconomic backdrop driving the precious metals complex, the widening divergence between sovereign debt reality and monetary policy, and why gold continues to demonstrate remarkable resilience. We also take a deep dive into mining equity valuations, comparing producer cash flows against tech sector spending, followed by boots-on-the-ground takeaways from recent site visits to active exploration projects across the Yukon.
Gold Breaking Traditional Correlations: How gold is demonstrating rare strength by advancing al...John Rubino – Incoherent Strategies In Macroeconomics and Geopolitics, Volatility In Bond Yields, Inflating Prices In Oil, Diesel, Copper, Gold, and Silver
John Rubino, {Substack https://rubino.substack.com/}, joins us for another wide-ranging discussion around the macroeconomic forces at play between monetary policies and fiscal policies, both domestically and internationally. This is accented by the geopolitical ramifications on the inflation outlook, especially as it relates to the energy sector via rising oil and diesel price trends. We also get John’s outlook on key metals like copper, gold, silver and what kinds of resource stocks that he is animated by in this environment.
We start off dissecting the opposing policy initiatives and stated goals of fiscal polic...
Journey Energy - 2026 A Transformational Year: Duvernay Joint Venture With Spartan Delta Progress
In this Company Introduction, I feature Alex Verge, President and CEO of Journey Energy Inc. (TSX: JOY, OTCQX: JRNGF), to discuss the company’s strategic transition in 2026 advancing the Duvernay Joint Venture with Spartan Delta, including assets sales to fund growth.
The Duvernay JV Expansion: Discover how Journey’s 30% non-operated joint venture with Spartan Delta in the Duvernay play is scaling drilling activity, increasing liquids weighting, and tracking toward becoming fully self-funding. Strategic Asset Sales and Balance Sheet Cleanup: Learn how non-core asset sales are funding capital programs, drastically reducing future end-of-life liabilities, and keeping debt levels conservative. Powe...Great Pacific Gold - Exploration Update: Kavasuki Drill Results, Expanding Elamaraka and Kargalio Targets
In this Company Update, I am joined by Alex Heath, CEO of Great Pacific Gold (TSXV: GPAC | OTCQX: GPGCF | FRA: V3H). We dive into the latest exploration progress across the company's Wild Dog Project in Papua New Guinea, reviewing the recently completed maiden drill program, ongoing regional field work, and upcoming catalysts across a rapidly expanding target pipeline.
Maiden Drill Results at Kavasuki: Key takeaways from the 12-hole initial drilling campaign, highlighting broad shallow mineralization, continuity near surface, and critical structural learnings. High-Grade Surface Advancements: An overview of recent trenching and sampling results at regional prospects including...Firefox Gold - Mustajärvi Exploration Update: High-Grade Hits at East Zone, Path to Maiden Resource, Drilling Ongoing
In this Company Update, Patrick Highsmith, Chairman and Co-Founder of Firefox Gold Corp. (TSX-V: FFOX | OTCQB: FFOXF | FSE: FIY), discusses recent high-grade drill results from the Mustijärvi Project in Finland and outlines upcoming milestones in the company's systematic exploration program.
High-Grade Intercepts at the East Zone: A breakdown of the latest down-dip drilling results, including a 1-meter hit grading 124 g/t gold, and what these high-grade vein structures indicate about the core mineralized system. Resource Modeling and Footprint Expansion: How systematic 50-meter step-out drilling across the East Zone is shaping the maiden mineral resource estimate scheduled for e...Darrell Fletcher - Monthly Commodity Recap: Is This A Commodity SuperCycle?
In this Daily Editorial, host Cory Fleck welcomes Darrell Fletcher, Managing Director of Commodities at Bannockburn Capital Markets, to break down the latest price action across the commodity complex and examine the key macro themes driving markets into the fall.
Key Discussion Points
Structural Commodity Shifts: Exploring how global supply chain securitization, regional fragmentation, and geopolitical friction are establishing higher baseline price floors across major sectors. Crude and Refined Products Divergence: Analyzing the disconnect between muted crude spot prices and tight forward curve backwardation, historical Strategic Petroleum Reserve drawdowns, and record-high diesel crack spreads. Natural Gas...Craig Hemke - Navigating Post-Jackson Hole Volatility in Gold & Mining Equities
In this Daily Editorial, I am joined by Craig Hemke, Founder and Editor of TF Metals Report, to review the strong August rebound across the precious metals complex and discuss what lies ahead as markets transition into September.
August Rally & Jackson Hole Reactions: Reviewing the sharp turnaround across gold and mining shares, the market's initial reaction to recent Federal Reserve rhetoric, and why macroeconomic data will ultimately drive policy over speeches. Technical Support & Pullback Dynamics: Evaluating whether recent market softness is simply a healthy consolidation after overbought conditions, along with key moving averages and support levels to watch...Weekend Show - Jeff Christian & Josef Schachter - Gold And Energy: Central Bank Buying & Undervalued Energy Stocks
Macroeconomic uncertainty, persistent inflation, and geopolitical conflicts are reshaping capital flows across the commodity complex. This episode brings together precious metals and energy sector experts to unpack where the real risks and asymmetrical opportunities lie for resource investors.
Segment 1 & 2 - Jeff Christian, Managing Partner at CPM Group, breaks down the current precious metals landscape, examining central bank gold purchasing patterns, rising counterparty risks in metals-backed stablecoins, and the transition into a late-stage bull market cycle. He also analyzes how Federal Reserve interest rate policy, unsustainable U.S. fiscal deficits, and shifting industrial silver demand across solar an...
Getty Copper - Getty Copper Project Exploration Update: High-Grade Drill Results, Expanding Footprint
In this Company Update, we are joined by Ryan O’Regan, CEO of Getty Copper (TSX.V: GTC | OTCQX:GTCDF), to discuss the ongoing progress and exploration momentum across the company's copper assets in south-central British Columbia. Ryan provides an overview of the recently completed spring drill program, discusses the near-surface high-grade intercepts received to date, and outlines the strategic plan for upcoming catalysts across the property package.
Spring Exploration Success: How the company completed over 10,800 meters of drilling while remaining under budget, and what initial assays from Getty North indicate about near-surface copper mineralization. Pending Assays and Ge...Marc Chandler - Warsh at Jackson Hole, Fed vs. Treasury Friction, Gold & Silver Pullbacks
In this Daily Editorial, we welcome back Marc Chandler, Chief Market Strategist at Bannockburn Capital Markets and Editor of the Marc to Market website, to unpack the market fallout following the Federal Reserve's Jackson Hole symposium. Marc provides an in-depth breakdown of shifting central bank communication, fiscal versus monetary policy tensions, and key technical setups across currencies and commodities.
Jackson Hole Takeaways & Fed Policy Shifts: Analysis of Chairman Warsh’s hawkish tone, the deliberate pivot away from forward guidance, and why the Fed is reaffirming its commitment to the 2% inflation target. Fed vs. Treasury Policy Divergence: An evaluation of...Brian Leni - Cash Management, Junior Valuations, and Rebound Opportunities in Gold & Copper
In this Daily Editorial, we are joined by Brian Leni, Founder and Editor of Junior Stock Review. Following a strong rebound across precious and base metals equities, Brian shares his perspective on current market dynamics, portfolio discipline, and why maintaining a strategic cash position remains a core risk-management tool. We explore the contrasting outlooks for gold and copper, step through a practical valuation framework for development-stage companies, and discuss how to evaluate high-upside exploration plays before a formal resource is defined.
Key Discussion Points:
Cash Allocation & Risk Management: The strategic reasoning behind holding a cash buffer...Impact Silver – Q2 2026 Revenue Increased by 124%, Gross Profit Up 756%, Exploration Strategy At Zacualpan Mines, Plomosas, And Regional Targets
Fred Davidson, President and CEO of Impact Silver (TSX.V:IPT) (OTCQB: ISVLF), joins me to outline the key takeaways from the Q2 2026 financial and operations, and provides an update on the current production and exploration upside at the Zacualpan Silver-Gold District, as well as the move-forward plan on the Plomosas Zinc-Lead-Silver Mine in Chihuahua, Mexico.
The Company has 4 underground mines and 1 open-pit mine all feeding into the Guadalupe processing plant in the Zacualpan Silver-Gold District; with a number of other past-producing silver and gold mines across their district-scale land package being explored for future d...
Elemental Royalty – Q2 Financials Reported Record Quarterly GEOs and Operating Cash Flow, Multiple Years Of Growth Ahead
Fred Bell, President and COO, of Elemental Royalty Corporation (TSX: ELE) (Nasdaq: ELE), joins me to review the key metrics from their record Q2 financials, updates on their key producing and development royalty and streaming assets, and the organic growth profile in front of the company over the next few years.
Q2 2026 Financial Highlights
Quarterly Revenue of US$23.8 million, the Company’s second highest quarterly result, and up 127% over revenue plus attributable share of Caserones in Q2 2025; Record Gold Equivalent Ounces (“GEOs”) of 5,248 for Q2 2026 (3,184 in Q2 2025), and record 10,231 GEOs for H1 2026 (7,790 in H1 202...
Novo Resources - Exploration Roadmap For H2 2026, San Cristobal Valuation
Welcome to this Company Update on the KE Report. In this episode, I sit down with Mike Spreadborough, Executive Co-Chairman of Novo Resources (TSX: NVO | ASX: NVO | OTCQX: NSRPF), to discuss the company’s updated corporate presentation, strong balance sheet, and exploration roadmap across Australia.
Strengthened Balance Sheet and Asset Revaluation: An updated valuation of the San Cristobal Mining holding and recurring dividend revenue. High-Priority Copper-Gold and IOCG Targets: A focus on the Tooliunga project and the initial steps toward drilling. Near-Term Drill Programs at Tibooburra and Teichman: Details on near-term drilling campaigns designed to follow up on hig...Joel Elconin - Assessing Market Breadth, Crypto Breakouts, and S&P 500 Technicals
In this Daily Editorial, we are joined by Joel Elconin, Co-host of the PreMarket Prep Show and Founder of the Stock Trader Network, for a comprehensive discussion on US equity momentum, shifting market breadth, and critical technical levels across major asset classes.
AI Catalysts & Sector Rotation: How NVIDIA earnings are reigniting momentum across software and hardware while drawing liquidity away from defensive areas. Healthcare & Biotech Momentum: The unexpected ways artificial intelligence integration is driving historic breakouts across biotech and pharmaceutical leaders. Macro Resilience vs. Headwinds: Why broad equity markets continue to shrug off geopolitical tensions, seasonal trends, and...Aztec Minerals - Major Land Consolidation at Tombstone, Expanding Drill Targets & Path to Maiden Resource
In this Company Update, Simon Dyakowski, President and CEO of Aztec Minerals (TSX-V: AZT, OTCQB: AZZTF), discusses the strategic land consolidation around the historic Tombstone Gold-Silver Project in Arizona and outlines upcoming exploration catalysts.
District-Scale Land Consolidation: A walkthrough of the multi-year consolidation effort, securing the remaining key private land holdings, patented claims, and historic high-grade silver mines, expanding the property footprint over sixfold. Drill Program Progress & Pending Assays: An update on the 22,000-meter drilling campaign, initial high-grade step-out intercepts in the north target area, and expectations for the remaining 11 pending drill holes. Maiden Resource & Expansion Strategy: Insights...GoGold Resources – Construction Has Commenced At The Los Ricos South Underground Mine – Review of Q3 Financials From Parral Mine
Brad Langille, President & CEO, of GoGold Resources Inc. (TSX: GGD) (OTCQX: GLGDF), joins us to highlight their key news released on August 25th, which announced the formal commencement of site construction at the fully-funded Los Ricos South in Jalisco, Mexico. This milestone follows the completion of a feasibility study in 2025 and the granting of the project permit from the Mexican Government in June of this year. We also outline that Los Ricos North is the next development project in the cue after the Los Ricos South mine build, and we review Q3 financials and operations from their operating Parral M...
Graphene Manufacturing Group - Launching G FLUID™, Advancing Battery Development, and Scaling G® LUBRICANT
In this Company Update, we sit down with Craig Nicol, Founder and CEO of Graphene Manufacturing Group (TSX-V: GMG | OTCQX: GMGMF). Craig provides comprehensive updates across the company's energy-saving and energy-storage product portfolio, addressing recent milestones, customer testing, and commercial rollouts.
Commercial Launch and Market Potential of G FLUID™: An overview of the company’s newly announced graphene water-based additive designed for data centers and industrial cooling systems. Scaling and Distribution Strategy for Thermal Management: A discussion on the pathway to market for G FLUID™, leveraging existing distributor networks like Nu-Calgon, customer testing procedures for cooling loops, and near-term...Banyan Gold - New High-Grade Gold & Silver Discovery At Seattle Creek On Nitra Project
In this Company Update, I sit down with Tara Christie, President and CEO of Banyan Gold (TSX-V: BYN | OTCQB: BYAGF). While Banyan Gold is widely known for expanding its 8.5+ million-ounce resource at the AurMac Gold Project, this interview shifts focus toward early-stage regional exploration and discovery across the adjacent Nitra Project. Tara unpacks the latest developments from the 70,000-meter drill program, breaking down the strategy behind targeting new discoveries and outlining what investors can expect in the coming months.
High-Grade Discovery at Seattle Creek: Initial assays from the first hole at Seattle Creek returned promising near-surface intercepts, including...Santacruz Silver – Strong Q2 2026 Financials and Operations and Ongoing Growth Initiatives Across Producing and Development Assets
Arturo Préstamo Elizondo, Executive Chairman and CEO of Santacruz Silver Mining Ltd. (TSX.V: SCZ) (NASDAQ: SCZM) (FSE: 1SZ), joins us for a review of the strong Q2 2026 financial and operational results across their portfolio of 4 producing silver-zinc mines and ore feed sourcing business in Bolivia and Mexico. We also review a few of the key growth initiatives that the company has slated for 2026 across multiple projects.
Q2 2026 Highlights
Revenues of $113.5 million, a 55% increase year-over-year. Gross profit of $51.1 million, a 102% increase year-over-year. Adjusted EBITDA of $46.7 million, a 74% increase year-over-year. Cash and highly...
Dave Erfle - Why the Precious Metals Bull Market Is Resuming and Where Value Remains
In this Daily Editorial, we welcome back Dave Erfle, founder and editor of The Junior Miner Junky, to analyze the historic momentum this month across the precious metals complex and what lies ahead for resource investors.
Historic Price Action & Sector Rebound: A look at the sharp recovery across gold, silver, and major mining equities following multi-month corrections. Producer Fundamentals & Cash Flows: How record earnings, expanded profit margins, and robust Q2 financial performance are attracting generalist capital. Lagging Silver & Junior Valuation Discounts: The technical setup for silver and why high-risk juniors on the TSX Venture offer substantial relative value. ...iMetal Resources – Exploration Strategy At Their Flagship Gowganda West Project In Ontario, And New Strategic Partner
Saf Dhillon, President & CEO of iMetal Resources, Inc. (TSXV: IMR) (OTCQB: IMRFF) (FSE: A7VA), joins me to introduce the company, infrastructure advantages, prior drill results, and the exploration strategy moving forward at their flagship Gowganda West Project in Ontario, Canada.
Gowganda West borders the Juby Deposit, operated by McFarlane Lake Mining, and it is located within the Shining Tree Camp area in the southern part of the Abitibi Greenstone Gold Belt about 100 km south-southeast of the Timmins Gold Camp.
This greater geological trend is famous for gold mineralization and meaningful depo...
Palamina - Peru’s New Political Shift & Colt Silver Spin-Out Update
In this Company Update, Andrew Thomson, President and CEO of Palamina Corp. (TSX.V: PA | OTCQB: PLMNF), joins me to discuss the broader political and regulatory landscape evolving across Peru and the upcoming spin-out of Colt Silver.
Peru’s Shift in Mining Sentiment: A look at how the latest presidential administration is stabilizing regulatory frameworks, reducing bureaucratic bottlenecks, and restoring confidence for foreign resource investment. Colt Silver Spin-Out Mechanics: An overview of the path toward completing the transaction, key shareholder meeting timelines, post-transaction capital structure, and planned maiden drill programs. Palamina’s Core Exploration Assets: Updates on the Usica...Weekend Show - Mike Larson & Dan Steffens - Are Gold and Silver Out of Purgatory? Plus High-Upside Energy Stocks
This week’s show connects the dots between global macro shifts and high-conviction commodity opportunities. From the Treasury’s bond market interventions and the resurgence of precious metals to the geopolitical supply crunch fueling under-the-radar oil equities, guests Mike Larson and Dan Steffens unpack where capital is rotating and how investors can position ahead of the curve.
Segment 1 & 2 - Mike Larson, Editor-in-Chief at MoneyShow, discusses how the recent rebound in precious metals and copper signals a lasting turn in an ongoing bull market driven by global debt trends, Treasury bond interventions, and supply-chain pressures. He also emphas...
Chris Temple – Fiscal and Monetary Policy, Interest Rates, Inflation, Gold, Silver, Copper, Critical Minerals, and Oil
Chris Temple, Editor and Publisher of the National Investor, joins us to review the macroeconomic trends that are moving the markets, and his outlook on gold, silver, copper, critical minerals, oil, and the related resource equities.
We start off discussing recent fiscal and monetary policy in the US and abroad.
Treasury Secretary, Scott Bessent, recently intervened in the Japanese Yen, but it was largely ineffectual, as was the fiscal policy to try and control the long-end of the yield curve. Both initiatives were quickly reversed by the bond vigilantes. New Fed head, Kevin Warsh ha...Kingsmen Resources – More Drill Assays Returned 1.40 Metres of 433 g/t AgEq From The Main Mine Area Expanding Mineralization At Las Coloradas
Scott Emerson, President and CEO of Kingsmen Resources Ltd. (TSXV: KNG) (OTCQB: KNGRF) (FSE: TUY), joins me for another exploration update where the company reported on August 20th assay results from two additional diamond drill holes, LC-26-014 and LC-26-015, at the Company's 100%-held Las Coloradas silver project in the Parral mining district of the Central Mexican Silver Belt, Chihuahua, Mexico.
Drilling has now intersected the Mine zone mineralization across a minimum strike length of 106 meters, in three drill fences spaced 50 meters apart, to a vertical depth of 155 meters. The mineralization is open at de...
Founders Metals - 100% Antino Ownership, Gold Fields Investment, High-Grade Drill Results
In this Company Update, we speak with Katie MacKenzie, Vice President of Corporate Development at Founders Metals Inc. (TSX-V: FDR | OTCQX: FDMIF | FRA: 9DL0). Katie provides an in-depth breakdown of the ongoing 70,000-meter exploration campaign at the flagship Antino Gold Project, recent high-grade drill results across multiple target areas, and the consolidation of 100% ownership alongside strategic investment from Gold Fields.
Consolidating 100% Project Ownership: Key details behind acquiring full, royalty-free control over the Antino Gold Project and strengthening ties with local partners. Gold Fields Increases Strategic Stake: What the increased 19.9% equity position signals regarding long-term confidence in the asset...Kuya Silver - Q2 Financial Results and Growth Outlook
In this Company Update, we sit down with David Stein, President and CEO of Kuya Silver (CSE: KUYA | OTCQB: KUYAF | FRA: 6MR1), to break down the company’s Q2 financial results and operational progress at the Bethania Mine. David outlines where capital is being deployed as mine ramp-up continues, how revenue from concentrate sales is beginning to offset development costs, and what investors can expect in the second half of the year across both mine development and exploration drilling.
Key discussion topics include:
Q2 Financial Overview: An inside look at how operating expenses and mine development co...K2 Gold - High-Grade Initial Drill Results at the Mojave Project & Exploration Road Map
In this Company Update, I chat with Anthony Margarit, President and CEO of K2 Gold (TSX-V: KTO | OTCQB: KTGDF | FRA: 23K), to unpack the high-grade initial results from the fully funded 14,000-meter drill program at the Mojave Project in California.
Initial High-Grade Assay Results: Anthony walks through the high-grade intercepts from the Dragonfly zone, explaining how these early holes confirm substantial near-surface grades and strong continuous mineralization across the structure. Stepping Out Across the East Side Trend: Discussion on current drilling shifts southward toward the Newmont target, expanding strike length, and testing under-explored corridor gaps. District-Scale Regional Targets...Q2 Metals - Key Leadership Hires, 50,000m Drilled, and the Upcoming PEA At The Cisco Lithium Project
Alicia Milne, President and CEO of Q2 Metals Corp. (TSXV: QTWO | OTCQB: QUEXF | FSE: 458), joins us to discuss the company’s evolution from an early-stage exploration outfit to advancing its flagship Cisco Lithium Project in the Eeyou Istchee James Bay region of Quebec.
Strategic Leadership Expansion: Alicia discusses the rationale behind key executive appointments, including a new VP of Technical Services and VP of Environment & Regulatory Affairs, and how this strengthens in-house engineering and de-risking capabilities. Aggressive Drilling Milestones: An update on crossing the 50,000-meter total drilling milestone at Cisco, operating four active rigs, and executing the current 20,000-m...Joel Elconin - Assessing Bond Market Intervention, Healthcare Strength, and Gold Stock Technicals
In this Daily Editorial, we are joined by Joel Elconin, Co-Host of the PreMarket Prep Show and Founder of the Stock Trader Network, to break down major macro shifts and technical setups shaping the broader markets.
Treasury Market Intervention: Why the Treasury's aggressive long-term bond buybacks may be signaling rising stress rather than solving structural fiscal pressures. The Death of 60/40 & Modern Yield Realities: How massive corporate debt issuance and high equity returns are altering traditional asset allocation. Biotech Mania & Algo-Driven Volatility: A breakdown of the explosive price action in Moderna and how algorithmic trading amplifies single-day swings. Healthcare...Brien Lundin - Treasury Intervention and Surging Gold Equities
In this Daily Editorial, we welcome back Brien Lundin, Editor of Gold Newsletter and host of the New Orleans Investment Conference, to dissect the latest macroeconomic catalysts driving the precious metals complex. Brien breaks down why recent Treasury actions reveal underlying market friction and how a shifting fiscal landscape is reigniting long-term momentum for gold, silver, and mining equities:
Treasury Bond Buyback Dynamics: Why the Treasury's move to double its long-dated bond purchases signaled yield control to the market and sparked an immediate rally across precious metals. The Reality Behind Hawkish Rhetoric: How runaway deficits, mounting debt service...