The KE Report

Epizódok

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  TF Metals - Gold & Silver Support Levels, Fed Policy, and Sector Sentiment 28.09.2026 22p

  In today's Daily Editorial, we welcome Craig Hemke, Founder and Editor of TF Metals Report, for an in-depth discussion on current conditions across the precious metals and broader financial markets. Following a massive rebound throughout August, gold and silver have experienced a month-long pullback. Craig shares his perspective on current price action, key technical support levels, and the macro forces driving market sentiment. Precious Metal Price Action: Gold and silver have given back a portion of their August gains as traders evaluate support levels amidst shifting market conditions. Interest Rate Dynamics: Rapidly rising yields on long-term Treasury bonds and persistent dollar strength continue to present immediate headwinds for physical metals. Key Economic Data Watch: Critical economic releases scheduled this week, including employment figures, manufacturing indices, and Fed-favored inflation metrics, all are set to influence upcoming central bank decisions. Relative Equity Resilience: Precious metal mining equities and key sector ETFs have demonstrated relative strength compared to underlying bullion prices. Macro and Political Catalysts: Broad market resilience, potential central bank policy adjustments, and upcoming political events could shape the trajectory for tangible assets throughout the rest of this year.   Click here to visit Craig’s website - TF Metals Report - https://www.tfmetalsreport.com/   ------------------------------ For more market commentary & interview summaries, subscribe to our Substacks:  The KE Report: https://kereport.substack.com/  Shad’s resource market commentary: https://excelsiorprosperity.substack.com/   Investment disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security or investment product. Investing in equities, commodities, really everything involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.
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  Banyan Gold - High-Grade Drill Results From Powerline, $58Mil Financing, Franco Nevada $20Mil Investment, GDXJ Inclusion 28.09.2026 12p

  In this Company Update, host Cory Fleck welcomes Tara Christie, President and CEO of Banyan Gold Corp. (TSX-V: BYN, OTCQB: BYAGF). Tara recaps recent news reporting a total financing of $58million, including an investment from Franco Nevada, high-grade drill results, and the inclusion into the GDXJ.  Key discussion topics include: Franco-Nevada Investment and $58M Growth Financing: How Franco-Nevada’s $20 million strategic subscription materialized and how the treasury now funds operations through 2028. 2027 Aggressive Expansion with an 8-Drill Program: An overview of the planned 100,000-meter AurMac and 20,000-to-30,000-meter Nitra drill programs in 2027. Expanding High-Grade Zones at Powerline: An overview of the recent step-out drilling intersecting mineralization outside the current resource model, and how these ounces influence future pit sequencing. Maiden PEA Strategy and Timing: The rationale behind funding the company prior to releasing the fourth-quarter Preliminary Economic Assessment, and clarification on which drill datasets will anchor the study. Unlocking the High-Grade Gap Zone: Why ground conditions require a winter-drilling approach for this structurally controlled corridor, and the potential impact of mineralizing this ground on overall strip ratios. Assay Turnaround and Near-Term News Flow: What investors should expect regarding laboratory timelines, winter operational planning, and the steady pipeline of drill results leading into next year.   If you have any follow up questions for Tara please email me at [email protected].    Click here to visit the Banyan Gold website - https://banyangold.com/   -------------------- For more market commentary & interview summaries, subscribe to our Substacks:  The KE Report: https://kereport.substack.com/  Shad’s resource market commentary: https://excelsiorprosperity.substack.com/   Investment disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security or investment product. Investing in equities, commodities, really everything involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.
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  TG Watkins - Technical Outlook on Gold, Copper's AI Tailwinds, and Small-Cap Headwinds 28.09.2026 23p

  On today's Daily Editorial, we welcome back TG Watkins, Director of Stocks at Simpler Trading and Editor of The Profit Pilot. With broader markets navigating seasonal volatility, geopolitical headlines, and interest rate uncertainty, TG walks through the technical landscape across precious metals, commodities, equities, and the digital asset space. Key Discussion Highlights: Precious Metals Pullback: Why GLD and GDX dipping below key daily moving averages could signal further sideways consolidation rather than an immediate buy setup. Copper's AI Demand Driver: How power generation, robotics, and datacenter infrastructure continue to support resilient price action in copper. Agricultural Commodity Trends: Early bottoming signals and uptrends beginning to form across key agricultural markets. The K-Shaped Equity Market: The stark divergence between mega-cap tech index drivers and the underlying weakness across equal-weight indices. Collapsing Market Breadth: What the plunge in stocks trading above their moving averages reveals about current seasonal weakness and potential bounce territory. Interest Rates and Small-Cap Pressures: Why the Russell 2000 faces persistent headwinds while capital seeks refuge in mega-cap cash flows. Crypto Rebound and Regulatory Catalysts: Bitcoin's recovery, the impact of recent SEC developments, and how to differentiate pure-play miners from AI power plays. Tactical Risk Management: Essential adjustments swing traders should make to position sizing and stop placement during choppy market regimes. Stocks and ETFs Mentioned: GLD, GDX, CPER, SPX, QQQ, SMH, IWM, RSP, NVDA, MSTR, MARA, GLXY, IREN, HUT, CLSK, CIFR, RIOT, WULF.   Click here to visit TG’s site - Profit Pilot - https://www.profit-pilot.com/   Click here to visit the Profit Pilot YouTube page - https://www.youtube.com/@Profit-Pilot  -------------------- For more market commentary & interview summaries, subscribe to our Substacks: The KE Report: https://kereport.substack.com/ Shad’s resource market commentary: https://excelsiorprosperity.substack.com/   Investment disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security or investment product. Investing in equities, commodities, really everything involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.
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  Heliostar - Inside the Ana Paula Feasibility Study: Mill Scalability, Cost Optimization, and Permitting Milestones 24.09.2026 11p

  In this Company Update, we are joined by Charles Funk, President and CEO of Heliostar Metals (TSX-V: HSTR, OTCQX: HSTXF, FRA: RGG1), to discuss the ongoing progress on the Ana Paula Project Feasibility Study in Mexico. Charles outlines how the team is transitioning the preliminary economic assessment into a formal construction blueprint targeting 100,000 ounces of gold per year. Key Discussion Points: Feasibility Study Progress and Baseline Economics: How Heliostar is advancing from its PEA and what upcoming quarterly updates will communicate about development milestones. Resource Conversion and High-Grade Expansion: An update on the 25,000 meters of conversion drilling supporting reserve definition, alongside high-grade extension drilling indicating mine-life upside beyond the initial study. Throughput Optimization and Scalability: Why the company is evaluating an initial daily mill rate expansion to 2,000 tonnes per day and building built-in optionality to scale up to 2,500 tonnes per day mid-mine life. Engineering Trade-Offs and Cost Reductions: Strategic underground layout modifications.. Permitting Advantages and Underground Redesign: How modifying the historical open-pit permit to an underground operation and sets the stage for a mid-2027 construction decision. Project Financing and Corporate Growth Pipeline: The funding strategy to build Ana Paula using operational cash flow and project debt while concurrently advancing other assets.   Please email me at [email protected] with any follow up questions for the team at Heliostar Metals.    Click here to visit the Heliostar Metals website to learn more about the Company - https://www.heliostarmetals.com/   --------------------- For more market commentary & interview summaries, subscribe to our Substacks: The KE Report: https://kereport.substack.com/ Shad’s resource market commentary: https://excelsiorprosperity.substack.com/   Investment disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security or investment product. Investing in equities, commodities, really everything involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.
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  West Red Lake Gold Mines – Q2 Financial Results, H2 Development and Production Ramp Up, Exploration Update, Big Picture Vision 24.09.2026 22p

  Shane Williams, President and CEO Of West Red Lake Gold Mines (TSX.V:WRLG – OTCQB:WRLGF), joins me to review the key metrics from Q2 production and financials which demonstrated substantially higher mined ounces and gold produced, higher revenues, and lower costs at their flagship Madsen Gold Project, in the Red Lake district of Ontario, Canada.   We also look ahead to development and exploration work on tap for H2, and the bigger picture vision for future growth.   Q2 2026 Highlights   Gold production increased 51% to 8,576 ounces, compared with 5,667 ounces in Q1. Gold sales increased 34% to 8,260 ounces, compared with 6,165 ounces in Q1. Revenue increased 17% to $49.0 million, generating $20.1 million of income from mine operations, a 31% increase from Q1. Adjusted net earnings increased 98% to $12.6 million, compared with $6.4 million in Q1.  Adjusted EBITDA increased 54% to $22.1 million, compared with $14.4 million in Q1. Cash costs decreased 23% to US$2,000 per ounce sold, compared with US$2,594 per ounce in Q1. All-in sustaining cost (“AISC”)  decreased 30% to US$3,284”  per ounce sold, compared with US$4,678 per ounce in Q1, bringing Q2 AISC within the Company’s 2026 guidance range of US$2,800 to US$3,600 per ounce. The Company generated $9.7 million of positive free cash flow during Q2. The Company ended Q2 with approximately $31.2 million in cash and cash equivalents.     Shane reviewed that the development-focused strategy implemented during the first half of 2026 is now translating into measurable operating improvements as mine sequencing advanced to unlock multiple stoping fronts and operational flexibility continued to improve.  Additionally, all the exploration success had at the 4447 Zone is now factoring into mining and production here in H2, and he points to all the recent success at the 904 Zone having a similar trajectory with first mining anticipated in H2 of 2027.   Next we discussed the higher All-In Sustaining Costs (AISC) in Q4 and Q1 and how the ongoing ramp-up in production will steadily lower the costs over the next few quarters.  Shane highlighted that in the second half of this year that the shaft will be rehabilitated and begin hoisting ore, and this will further drive down costs over the next few quarters. The steady nameplate run-of-mine production and costs will likely be achieved in 2027 and beyond.  We also discussed that the higher oil and diesel prices were not a major cost input and have very muted effect on their underground mining operations where the site mostly runs on cheap hydroelectric power.   We then discussed the next phase of growth which will see satellite deposits like Fork, Starratt-Olsen, and eventually Rowan augment the production at Lower Austin and Austin South at Madsen.   The Company will be putting out a Pre-Feasibility Study in September wrapping updated economics around Madsen and factoring in how future production from Rowan would increase production growth and take the company to the next level of producer.   Wrapping up we discussed the many areas of focus for exploration and resource expansion, including greenfield surface targets, past producing brownfield areas like Starratt-Olsen and Mt Jamie, and underground targets as the company continues to dewater areas of Madsen that haven’t been touched by modern exploration or mining; with last mining occurring back in the 1960s and 1970s.   Click here to follow the latest news from West Red Lake Gold   If you have any follow up questions for Shane or the team over at West Red Lake Gold please email me at  [email protected].   In full disclosure, Shad is a shareholder of West Red Lake Gold Mines at the time of this recording and may chose to buy or sell shares at any time.   For more market commentary & interview summaries, subscribe to our Substack reports:   The KE Report: https://kereport.substack.com/ Shad’s resource market commentary: https://excelsiorprosperity.substack.com/     Investment d
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  Getty Copper - High-Grade Intercepts at Getty South, Accelerated Drilling, and a $15M Financing 23.09.2026 17p

  In this Company Update, I sit down with Ryan O’Regan, Chief Executive Officer, and Roy Greig, Vice President of Exploration, of Getty Copper Inc. (TSX-V: GTC | OTCQX: GTCDF). The discussion centers on the company’s recent high-grade drill results from the Getty South target within British Columbia’s prolific Highland Valley copper district, alongside a significantly oversubscribed $15 million financing that dramatically alters the scope of the upcoming fall drill program. Key discussion topics include: High-Grade Intercepts at Getty South: An exploration of the latest batch of drill results, featuring standout intervals including 46 meters of 1.47% copper within 150 meters of 0.71% copper, and how these grades compare to earlier phases. Geological Footprint and Lateral Expansion: Geological observations regarding vertical extent down to 300 meters below surface, strike continuity, and where the mineralization remains open for immediate follow-up. Oversubscribed $15 Million Financing: The breakdown of the charity flow-through and equity components, the level of incoming institutional interest, and how this capital eliminates historical exploration constraints. Mobilizing Two Rigs for Fall Drilling: Why management is accelerating its operational timeline to bring two drills to Getty South right away, effectively upsizing the planned meterage for the upcoming winter campaign. Regional Pipeline Targets and 2027 Goals: Next steps for property-wide exploration across the broader Highland Valley land package, the timeline for remaining spring assays, and the roadmap leading to an updated Mineral Resource Estimate.   Feel free to email us with any follow up questions for the team at Getty Copper. My email address is [email protected].   Click here to visit the Getty Copper website - https://gettycopper.com/    ---------------------- For more market commentary & interview summaries, subscribe to our Substacks:  The KE Report: https://kereport.substack.com/  Shad’s resource market commentary: https://excelsiorprosperity.substack.com/   Investment disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security or investment product. Investing in equities, commodities, really everything involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.
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  OceanaGold - Production & Growth Outlook: Advancing High-Margin Gold Production, Strategic M&A, and Balance Sheet Strength 23.09.2026 20p

  In this Company Update, we sit down with Brian Martin, Senior Vice President of Business Development and Investor Relations at OceanaGold (TSX: OGC - NYSE:OGC), to review the company’s operating performance, financial strength, and expanding multi-asset production profile. Brian breaks down how the company is driving organic growth, integrating strategic acquisitions, and executing a disciplined capital allocation strategy that returns substantial value to shareholders. Key discussion topics include: Operational Performance and Production Outlook: An overview of year-to-date delivery across core assets, expectations for a stronger production profile in the second half of the year, and key factors driving margin resilience. Free Cash Flow Generation and Balance Sheet Strength: A review of recent cash flow metrics, consensus expectations for the full year, and how a debt-free treasury supports ongoing capital flexibility. Disciplined Capital Allocation Strategy: How management balances sustaining site investments and organic mine development with aggressive capital returns via dividends and share buybacks. Unlocking Organic Pipeline Growth: Progress updates on key life-of-mine extensions and underground development projects, including Macraes Phase 4 and the high-grade Waihi North project. Strategic Expansion via the Ausgold Acquisition: The rationale behind adding the Katanning Gold Project in Western Australia, including the expected development timeline and how it paves the pathway toward 650,000 ounces per year. Valuation and Relative Market Opportunity: A look at how current cash generation, low-risk project sequencing, and jurisdictional safety position the company relative to intermediate gold producer peers.   Click here to visit the OceanaGold website and learn more about all the operations - https://oceanagold.com/    ---------------- For more market commentary & interview summaries, subscribe to our Substacks: The KE Report: https://kereport.substack.com/ Shad’s resource market commentary: https://excelsiorprosperity.substack.com/   Investment disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security or investment product. Investing in equities, commodities, really everything involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.
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  Sitka Gold - High-Grade Gold Results At Blackjack, Saddle & Eiger, RC Gold Project, Yukon 22.09.2026 13p

  In this Company Update, I sit down with Mike Burke, Director and Vice President of Corporate Development at Sitka Gold Corp. (TSX-V: SIG, OTCQB: SITKF, FSE: 1RF), to review the latest round of diamond drill results from the RC Gold Project in the Yukon. We discuss the significance of deep intercepts beneath the Blackjack deposit, the expansion of near-surface gold at the Saddle Zone, and the geological evidence indicating that Blackjack and Eiger may connect into a unified deposit. Deep High-Grade Hits at Blackjack: A breakdown of headline hole 133, which intersected broad intervals of high-grade gold at depth, and what these results indicate for potential underground continuity beneath the current pit shell. Near-Surface Expansion at Saddle: How step-out drilling across 550 meters of strike is turning previously modeled waste rock into gold-bearing inventory within the conceptual pit outline. Connecting the Blackjack and Eiger Deposits: An examination of the intrusive dykes and structural corridors suggesting these two zones may merge into a single, continuous mineralized system. Impact on the Mineral Resource Estimate: Insights into how ongoing drilling, grade profiles, and low cutoff thresholds could influence the upcoming resource update. Exploration Progress Across the District: What investors should anticipate next from the ongoing 60,000-meter program as seven drill rigs continue turning across Blackjack, Rhosgobel, Pukelman, and Bearpaw Breccia.   If you have any follow up questions for the team at Sitka Gold please email me at [email protected].    Click here visit the Sitka Gold website to learn more about the Company - https://sitkagoldcorp.com/   --------------- For more market commentary & interview summaries, subscribe to our Substacks: The KE Report: https://kereport.substack.com/ Shad’s resource market commentary: https://excelsiorprosperity.substack.com/   Investment disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security or investment product. Investing in equities, commodities, really everything involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.
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  Vizsla Silver - Panuco Project Update: Site Access, The Path and Timeline To Production 22.09.2026 20p

  In this Company Update, I welcome back Mike Konnert, President and CEO of Vizsla Silver Corp. (NYSE: VZLA | TSX: VZLA), to provide an in-depth operational update on the flagship Panuco silver-gold project in Sinaloa, Mexico. Mike discusses the tangible steps taken to position the project for long-term operational success, outlining site security collaborations, major pre-construction engineering contracts, key executive hires, and the roadmap toward bringing this primary silver assets into commercial production. Discussion highlights: Site Security Framework and Return Timeline: Insight into the standards required to resume on-site activities by late 2026. Production Horizon and Permitting Milestones: An updated operational outlook toward initial silver production. Major Engineering and Procurement Awards: The significance of partnering with M3 for EPCM delivery and FLSmidth for primary mill equipment packages to enhance capital cost certainty. Strategic Additions to Executive Leadership: How recent management appointments across Mexican operations, government affairs, and underground mine development strengthen execution capacity. Underground Development and Exploration Upside: Near-term objectives to re-enter the underground workings at Copala, conduct high-grade conversion drilling, and resume exploration across a district where less than 5% of known veins have been drill-tested. Treasury vs Development Costs: Cash reserve exceeding $400 million to provide full construction funding.   If you have any follow up questions for Mike please email me at [email protected].    Click here to visit the Vizsla website to learn more about the Company - https://vizslasilvercorp.com/   ---------------------- For more market commentary & interview summaries, subscribe to our Substacks: The KE Report: https://kereport.substack.com/ Shad’s resource market commentary: https://excelsiorprosperity.substack.com/   Investment disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security or investment product. Investing in equities, commodities, really everything involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.
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  Darrell Fletcher - Insights From The Commodities Trading Desk: Oil, Diesel, Copper, Gold, Silver 22.09.2026 23p

  In this Daily Editorial, Darrell Fletcher, Managing Director of Commodities at Bannockburn Capital Markets, joins the show to provide a comprehensive trading desk perspective on the macro drivers across the resource complex. With broad commodity indices sustaining multi-year highs, Darrell breaks down the distinction between paper price volatility and persistent physical market tightness, the structural headwinds facing base metals, and why commodities continue to show resilience in the face of ongoing central bank tightening. Long-Term Commodity Supercycle Durability: Why multi-year index highs and historical cycles suggest the broader bull market in real assets still has substantial runway ahead despite short-term fluctuations. Physical Crude Realities and Steep Backwardation: How physical cash market pricing, refined product constraints, and longer-dated futures curves diverge from headline-driven daily swings in oil. Energy Equities and Free Cash Flow Profiles: An examination of whether recent pullbacks in major energy equities signal underlying commodity weakness or healthy consolidation following strong performance. Structural Copper Shortages and Extended Lead Times: What 15-year mine development cycles and tightening physical supply mean for the future of copper pricing, regional warehouse flows, and mining sector M&A. Precious Metals Positioning: Key support levels and macro catalysts dictating gold's current consolidation phase, along with silver’s divergence as an industrial co-product. Monetary Policy, Deglobalization, and Supply Securitization: How the broad commodity complex is decoupling from conventional interest rate correlations as global supply chain realignment accelerates.   Click here to learn more about Bannockburn Capital Markets  - https://www.bannockburnglobal.com/   ---------------------- For more market commentary & interview summaries, subscribe to our Substacks: The KE Report: https://kereport.substack.com/ Shad’s resource market commentary: https://excelsiorprosperity.substack.com/   Investment disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security or investment product. Investing in equities, commodities, really everything involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.  
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  Summit Royalties - Comprehensive Update On 4 Producing and 3 Key Development Assets 22.09.2026 18p

  Drew Clark, President and CEO of Summit Royalties Ltd. (TSX.V: SUM) (OTCQX: SUMMF), joins us for a comprehensive update on their portfolio of assets, that now includes: 48 royalties and streams, anchored with four producing assets, two assets expected to enter construction in 2026 which are targeted to begin production in 2027, and 42 additional royalties expected to add additional cash flow growth and optionality for years to come.   Drew starts off taking us through the growth on tap for 2026 and beyond at their 4 producing royalties and streams.   Madsen – 1% NSR Royalty focused on gold and operated by West Red Lake Gold Mines in Ontario, Canada Bomboré – 50% Silver Stream; operated by Orezone in Burkina Faso Zancudo – 0.5% NSR Royalty; operated by Denarius Metals in Colombia Keysbrook – 2% minerals royalty on a producing mineral sands mine in Western Australia     Next we reviewed 3 of their key development royalties:   Copperstone project - 4% gold stream on Mining Americas Inc.'s (formerly Minera Alamos Inc.) in Arizona. This provides exposure to a fully permitted Arizona gold development project where Mining Americas recently announced a positive Pre-Feasibility Study (“PFS”) and a formal construction decision. Based on the PFS results and current estimates, project construction is expected to take approximately one year, with initial production of 46,000 oz of gold per year anticipated by mid-2027. Pitangu – $80/oz until 250 Koz produced – 1.5% NSR thereafter; operated by Jaguar Mining in Brazil. Development is expected to commence in 2026 with first gold production targeted in 2027 AurMac – 0.5% – 2.0% NSR Royalty Coverage; operated by Banyan Gold in the Yukon, Canada.  The upcoming PEA for AurMac could be a major rerating catalyst for Banyan and for the value of this royalty package within Summit Royalties.     The portfolio is focused mostly on gold and silver, and spans across 3 core jurisdictions – Canada, USA, and Australia.  Summit is now the fastest growing company in the precious metals royalty sector; having completed their first royalty and stream transaction in May 2025, and just went public in the 2nd half of last year.     On July 27th, the Company reported that it has entered into a credit agreement with National Bank of Canada for a revolving credit facility with an initial commitment of US$25 million. The Facility includes an accordion feature providing for up to an additional US$25 million, subject to the satisfaction or waiver of certain conditions, for total potential availability of US$50 million.   Summit Royalties has continued to demonstrate its ability to identify and execute accretive transactions, and intends to build on that momentum with discipline, to become the next mid-tier streaming and royalty company.  Drew outlines that they are reviewing a few key term-sheets to keep making future actionable and accretive acquisitions to increase production and cash flow growth.     Click here to follow the latest news from Summit Royalties     If you have any follow up questions for Drew about Summit Royalties, then please email them into me at [email protected].   In full disclosure, Shad is a shareholder of Summit Royalties at the time of this recording, and may choose to buy or sell shares at any time.     For more market commentary & interview summaries, subscribe to our Substack reports:   The KE Report: https://kereport.substack.com/ Shad’s resource market commentary: https://excelsiorprosperity.substack.com/     Investment disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security. Investing in equities and commodities involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.
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  Red Canyon - Osiris Project Drill Update, Nautilus & Camp Target Developments 21.09.2026 16p

  In this Company Update, Wendell Zerb, Chairman and CEO of Red Canyon Resources (CSE: REDC | OTCQB: REDRF), reviews the latest exploration results across the company's portfolio, centering on the Osiris Copper-Gold Project within the Inzana Project area in Central British Columbia. Auger Drilling: How a 31-hole auger program successfully sampled bedrock beneath glacial till to identify geochemical signatures across five distinct zones. The Nautilus Porphyry Target: Why intersecting altered rocks and chalcopyrite-bearing quartz veins has elevated this newly evaluated area into an immediate priority for geophysics and fall drilling. Expanding Mineralization at the Camp Target: A look at the pending assays from summer core drilling and how 313 new soil samples extended the copper footprint two kilometers northward. Testing the High-Consequence EV Conductor: The technical rationale for testing a large, sub-vertical electromagnetic anomaly representing a compelling target for massive sulfides. Exploration Updates at Kendal and Scraper Springs: Ongoing vectoring work, including 3D IP surveying at the Kendal project in British Columbia and 3D geophysical modeling at Scraper Springs in Nevada.   If you have any follow up questions for Wendell please me at [email protected].    Click here to visit the Red Canyon website - https://www.redcanyonresources.com    ---------------------- For more market commentary & interview summaries, subscribe to our Substacks:  The KE Report: https://kereport.substack.com/  Shad’s resource market commentary: https://excelsiorprosperity.substack.com/   Investment disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security or investment product. Investing in equities, commodities, really everything involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.
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  Talisker Resources - Operations, Development, and Exploration update at Bralorne, Bralorne West, and Mustang 20.09.2026 22p

  [Recorded Sep 18, 2026]  Terry Harbort, President and CEO of Talisker Resources (TSX: TSK) (OTCQX:TSKFF), joins me for a comprehensive operations, development, and exploration update a the Bralorne Gold Project, British Columbia, Canada.We start off discussing production results at the Bralorne Mine along with the development and early-stage production from Bralorne West to augment production in H2 and moving forward.  In addition to the Mustang Mine saw development over to the key veins contribute first production in Q3, and will ramp-up more in Q4 and Q1.    There has quite a bit of ongoing infill and definition drilling which led to an increased Mineral Resource Estimate, and this work will factor into the imminent PEA, set release in Q4.   The Company has received more encouraging  results from its final test program completed at the Saskatchewan Research Council (“SRC”), in collaboration with TOMRA Mining and Stacy Freudigmann P.Eng from Canenco Consulting Corp. The program evaluated TOMRA’s X-Ray Transmission (“XRT”) sorting technology and TOMRA’s laser sorting technology as part of the Company’s ongoing efforts to optimize the planned sorting circuit for the Bralorne Gold Project.   The test results demonstrated that the XRT sorter alone delivered strong performance by: – Rejecting 57% to 67% of waste material; – Increasing gold grades by 2.0x to 2.5x respectively; and – Recovering 87% to 84% of total contained gold respectively.     We wrap up with the big-picture vision for the company’s future growth into multiple mines and satellite areas across their district, and with the aim to build their own mill and processing plant on site over the fullness of time.      Click here to follow the latest news from Talisker Resources     If you have any follow up questions for Terry regarding Talisker Resources, then please email me at [email protected].   In full disclosure, Shad is a shareholder of Talisker Resources at the time of this recording, and may choose to buy or sell shares at any time.     For more market commentary & interview summaries, subscribe to our Substacks:   The KE Report: https://kereport.substack.com/ Shad’s resource market commentary: https://excelsiorprosperity.substack.com/     Investment disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security. Investing in equities and commodities involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.
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  Weekend Show - Rick Bensignor, Josef Schachter & Nathan Ritchie - Is the Market Topping? Gold’s Next Move? Is Oil About To Pop Higher? 19.09.2026 1ó 18p

  A collision of tightening macroeconomic conditions and physical commodity deficits is reshaping global markets. While major equity averages struggle beneath heavy institutional selling and the bond market prices in structurally higher-for-longer interest rates, energy equities and physical oil are demonstrating explosive relative strength driven by historic inventory drawdowns and escalating geopolitical conflict.  Segment 1 & 2 - Rick Bensignor, president of Bensignor Investment Strategies, assesses signs of near-term exhaustion and institutional selling across major equity indices while highlighting sustained upside potential for crude oil and the energy sector amid ongoing geopolitical conflict. He also maps out pivotal technical levels across gold, silver, and copper, while forecasting higher Treasury yields and advising investors to favor short-term Treasury bills over longer-duration bonds.  Click here to visit the In The Know Trader website - https://intheknowtrader.com/   Segment 3 & 4 - Josef Schachter, founder and editor of The Schachter Energy Report, and Nathan Ritchie, the firm's VP of Energy Research, analyze how geopolitical tensions involving Iran, tightening global inventories, and strategic reserve dynamics are shaping oil and natural gas prices. They also evaluate corporate earnings outlooks, assess high-upside and dividend-paying energy stocks, and emphasize the importance of hedging and market diversification for natural gas producers navigating price volatility.  Josef's Catch The Energy Conference - Oct 17th 2026 - special (Josef is offering free tickets) - enter promocode - SER26   If you enjoy the show, be sure to subscribe to our podcast feed (KER Podcast), YouTube channel, and follow us on X for more market commentary and company interviews. Don’t forget to subscribe and leave us a review!   For more market commentary & interview summaries, subscribe to our Substacks: The KE Report: https://kereport.substack.com/ Shad’s resource market commentary: https://excelsiorprosperity.substack.com/   Investment disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security or investment product. Investing in equities, commodities, really everything involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.
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  District Metals - Swedish Election Recap, Uranium Policy Outlook, Fall Exploration Plans 18.09.2026 10p

  In this Company Update, I am joined by Garrett Ainsworth, President and CEO of District Metals (TSX-V: DMX, OTCQX: DMXCF, Nasdaq First North: DMXSE-SDB). Garrett joins the show to provide insight into the recent tight Swedish election, evaluate what coalition negotiations could mean for domestic mining and uranium policy, and share operational updates across the company’s portfolio. Discussion topics include: Swedish Election Dynamics: An analysis of the razor-thin parliamentary results and what the anticipated multi-month negotiation period means for government stability. Nuclear and Mining Policy: An overview of how major political factions view domestic uranium recovery, nuclear power, and the broader push for critical raw material independence in Europe. Project of National Interest Designation: An update on the timeline for the Geological Survey of Sweden's decision on the Viken deposit and how that designation impacts future mine permitting. Field Operations and Drilling Plans: Key takeaways from recent Alum Shale work, seasonal operational pauses, and the anticipated drill program scheduled for Viken. Corporate Balance Sheet: Insight into the company’s working capital position, holding approximately $15 million CAD in cash against current market valuation.   If you have any follow up questions for Garrett please email me at [email protected].   Click here to visit the District Metals website to learn more about the Company - https://www.districtmetals.com/   ----------------------------- For more market commentary & interview summaries, subscribe to our Substacks: The KE Report: https://kereport.substack.com/ Shad’s resource market commentary: https://excelsiorprosperity.substack.com/   Investment disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security or investment product. Investing in equities, commodities, really everything involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.
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  Heliostar - Operations, Development & Exploration Update: La Colorada Open-Pit Expansion, Goldstrike Exploration 18.09.2026 9p

  In this Company Update, I sit down with Charles Funk, President and CEO of Heliostar Metals (TSX-V: HSTR, OTCQX: HSTXF, FRA: RGG1), to review the company's expanding production profile, operational milestones, and ongoing exploration programs. GDXJ Index Inclusion: Charles outlines what Heliostar’s formal addition to the VanEck Junior Gold Miners ETF means for market exposure, institutional visibility, and liquidity. Transition to Open-Pit Mining: We explore the operational change at La Colorada from residual heap leaching to mining higher-grade open-pit ore at Veta Madre, highlighting expected margins and production timelines. Regional Exploration Upside: The conversation turns to upcoming drilling across untested brownfield and regional targets in Mexico to support multi-year resource growth. High-Grade Antimony in Utah: Charles discusses the opportunity uncovered at the Goldstrike Project, where critical mineral potential could alter project economics and permitting dynamics. Advancing Flagship Ana Paula: An update on feasibility work and key milestones on the road toward the company's targeted 500,000-ounce annual production profile.   Please email me at [email protected] with any follow up questions for the team at Heliostar Metals.    Click here to visit the Heliostar Metals website to learn more about the Company - https://www.heliostarmetals.com/   ------------------------------- For more market commentary & interview summaries, subscribe to our Substacks: The KE Report: https://kereport.substack.com/ Shad’s resource market commentary: https://excelsiorprosperity.substack.com/   Investment disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security or investment product. Investing in equities, commodities, really everything involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.  
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  Brien Lundin - Gold Sector Rebound: Where’s The M&A, What Characteristics Actually Matter? 18.09.2026 24p

  In this Daily Editorial, we welcome Brien Lundin, Editor of Gold Newsletter and host of the New Orleans Investment Conference, to dissect the latest market action across precious metals and the junior mining sector. Echoes of 2015 in Today’s Gold Rebound: An analysis of the post-Fed bounce in gold and silver, drawing striking technical and sentiment parallels to the late-2015 cyclical bottom. The Macro Trap and Sovereign Debt Risks: Why rising bond yields reflect escalating debt service concerns, creating an environment where monetary policy remains structurally supportive of gold. The Evolving Dynamics of Mining M&A: Why senior producers are taking strategic minority stakes instead of paying full acquisition premiums, and what that means for developers. Rewriting the Traditional Lassonde Curve: How juniors are avoiding dilutive equity financings by advancing directly into phased, high-margin production. Key Catalysts and Stocks on Watch: Project developments, resource updates, and exploration catalysts driving value across several featured mining juniors.   Stocks Mentioned VanEck Gold Miners ETF (GDX) 1911 Gold Corp. (TSX-V: AUMB / OTCQX: AUMBF) Banyan Gold Corp. (TSX-V: BYN / OTCQB: BYAGF) Delta Resources Ltd. (TSX-V: DLTA / OTCQB: DTARF) Gladiator Metals Corp. (TSX-V: GLAD / OTCQB: GDMRF) Luca Mining Corp. (TSX-V: LUCA / OTCQX: LUCMF) Meridian Mining UK S (TSX: MNO / OTCQX: MRRDF)   Click here to learn more about the Gold Newsletter. - https://goldnewsletter.com/   Click here to learn more about the New Orleans Investment Conference on October 28-31. - https://neworleansconference.com/korelin/    --------------------------- For more market commentary & interview summaries, subscribe to our Substacks:  The KE Report: https://kereport.substack.com/  Shad’s resource market commentary: https://excelsiorprosperity.substack.com/   Investment disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security or investment product. Investing in equities, commodities, really everything involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.
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  Joel Elconin – Post Rate Hike Market Volatility In US Equity Markets, The AI Infrastructure Buildout Presses On 17.09.2026 16p

  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 unpack the market volatility the last couple days after the Federal Reserve hiked rates by 25 basis points this week.  We also dive into the continued winners and losers, as the artificial intelligence infrastructure build out presses on.   US Market Volatility: An analysis of which broad market sectors are more immune and which are more sensitive to rising interest rates. Rate Sensitive Sectors: Joel highlights recent weakness leading up to this rate hike in consumer staples, utilities, and transportation.  He noted JB Hunt Transport (Nasdaq: JBHT) as a company slipping on the macro news. Macro Headwinds and Rising Yields: Potential economic effects of the 10-year Treasury yield approaching 5%, the mounting pressure bond vigilantes are placing on Federal Reserve policy, and the continued decline in (Nasdaq:TLT) highlighting the ongoing weakness in long-duration bonds. Hardware versus Software Rotation: There has been a revolving rotation from hardware and software with big moves in both directions over the course of this year.  Joel points out that hardware appears to have rallied of the “Leo-bottom” but that some companies like Micron (Nasdaq: MU), Broadcom (Nasdaq: AVGO), and Nvidia (Nasdaq: NVDA) still look cheap after recent Q2 earnings reports and forward guidance. The A.I. Trade Marches On: Despite all the recent industry warnings about the risks of A.I., and pushback from investors on the massive capex numbers for the buildout of datacenters, many companies are still benefiting by the circulation and capital spend. Joel highlights the potential future knock-on effects of the AI buildout that may boost companies like Generac (NYSE: GNRC), Eaton (NYSE: ETN), and Quanta Services (NYSE: PWR). Not all companies tied to A.I. are winning though, as highlighted by the multi-month sell-down in Oracle (NYSE: ORCL) on concerns of high debt loads.   Click here to visit Joel’s PreMarket Prep website – https://www.premarketprep.com/   Click here to visit the Stock Trader Network – https://www.stocktradernetwork.com/       For more market commentary & interview summaries, subscribe to our Substack reports:   The KE Report: https://kereport.substack.com/ Shad’s resource market commentary: https://excelsiorprosperity.substack.com/     Investment disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security. Investing in equities and commodities involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.    
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  Mike Larson - Fed Rate Hike Recap, the Technical Setup for Gold Miners 17.09.2026 23p

  In this Daily Editorial, we welcome Mike Larson, Editor-in-Chief at MoneyShow, to break down the aftermath of the Federal Reserve's latest policy decision, market volatility across asset classes, and where smart money is positioning. Key Discussion Points: Fed Rate Hike and Policy Trajectory: Mike analyzes Chairman Warsh’s hawkish press conference, the committee's focus on stubborn inflation, and whether markets should prepare for a multi-hike cycle into next year. Energy Constraints and Persistent Inflation: How rising crude oil and fuel costs create second-round inflationary effects that central bank interest rate hikes cannot easily resolve. Long-End Yields and Global Bond Market Pressure: What the continued rise in 10-year and 30-year yields signals for borrowing costs, sovereign debt, and yield curve dynamics worldwide. The AI Infrastructure Boom vs. Bubble Risks: Examining whether massive capital expenditures in AI data centers are approaching speculative excess and what that means for physical inputs like copper and natural gas. Technical Setup for Gold and Mining Equities: A breakdown of the recent pullback and key support tests across gold, silver, and mining ETFs, alongside technical observations on Newmont's chart.   Click here to find out about the upcoming MoneyShow conferences - https://www.moneyshow.com/   ------------------ For more market commentary & interview summaries, subscribe to our Substacks:  The KE Report: https://kereport.substack.com/  Shad’s resource market commentary: https://excelsiorprosperity.substack.com/   Investment disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security or investment product. Investing in equities, commodities, really everything involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.
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  Erik Wetterling – Value Proposition In Firefox Gold, Red Canyon Resources, and Irving Resources 16.09.2026 19p

  Erik Wetterling, Founder and Editor of The Hedgeless Horseman website, joins us to review the value proposition that has his attention in 3 junior gold and copper exploration stocks, that have put out compelling news in the recent past and that have key alpha growth catalysts on tap in the medium-term.   The companies we discussed in the interview are:   FireFox Gold Corp. (TSX.V:FFOX)(OTCQB:FFOXF) – On September 14, 2026, the Company reported assay results from seven additional drill holes completed at its 100%-owned Mustajärvi Gold Project in Lapland, Finland. Most of these holes were drilled well to the southwest from the recent focus at the East Zone, including one hole (26MJ030) that is the first of a two-hole fence testing the western strike extension of the Northeast Zone. The drill also returned to the Central Zone, which has seen only sporadic drilling in recent years, with three holes on the western side of that lode. This round of results also includes three holes into the gap between the Central and Northeast Zones.   * This interview was recorded on Tuesday morning, and then on Wednesday morning Firefox released another exploration result that further animated the marketplace: On September 16, 2026, FireFox Gold announced the discovery of the "Lammas Zone" at its 100%-owned Mustajärvi Gold Project in Lapland, Finland. Lammas is a newly recognized high-grade gold-mineralized zone that is nearly a kilometre east of the main Mustajärvi Shear Zone (MSZ). The discovery drill hole, 26MJ032, intersected several gold-mineralized intervals, highlighted by: 21.0m averaging 4.13 g/t gold from 114.0m depth, including 1.0m at 21.6 g/t gold, and; 4.2m averaging 3.41 g/t gold from 138.0 metres depth   ** Cory will be hosting a webinar with Patrick Highsmith, Chairman of FireFox Gold, this Friday September 18th at 9:00am (Pacific Time).   Click on the link below to register for this webinar:https://event.webinarjam.com/gykm4/register/rg6k1hvm   Red Canyon Resources Ltd. (CSE: REDC | OTCQB: REDRF | Frankfurt: I91) – On September 14, the Company announced the completion of its auger drilling and expanded soil geochemistry programs at its 100% owned Osiris Copper-Gold Project in central British Columbia.   The Company completed 31 truck-mounted auger drill holes testing areas at the Camp, Twin Peaks, Rhino, and Nautilus targets, all under glacial till cover. In most cases, auger drill holes were able to penetrate up to 15 cm into the bedrock and recover chip samples.   Importantly, two holes at the northern end of Nautilus drilled into altered hornblende porphyry, one of which intersected quartz veining with pyrite and chalcopyrite.   Irving Resources Inc. (CSE:IRV)(OTCQX:IRVRF)(FSE:1IR) - On September 14, the Company announced that its aggressive 2026 4-rig drill program at its Omu gold-silver project is underway. One diamond drill rig, Irving's own Zinex A5, is currently testing shallow silica-rich gold-silver mineralization at the Nanko target, part of the Omui mining license. Two diamond drill rigs are testing mineralization that is part of the JX/Irving collaboration within the Honpi mineralized zone of the Omui mining license. A fourth diamond drill is actively drilling extensions of the Omu Sinter deposit. Highlights of the 2026 drill program are as follows: Holes recently completed at Nanko have all encountered extensive shallow, intensely silicified volcanic rocks and hydrothermal breccias and veining. Sulfide minerals are readily evident where rocks are unoxidized. Irving believes a large volume of gold-silver-bearing silica is potentially present at Nanko. This season's drill program is designed to outline the footprint of this system. Drilling at Nanko is immediately south of the area defined at Omui that is subject to an option by JX Advanced Metals Corporation. Two holes are currently being drilled in the JX/Irving collaboration area at Omui. These holes are follow-up to previous drilling which tested