The KE Report

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  Heliostar - Inside the Ana Paula Feasibility Study: Mill Scalability, Cost Optimization, and Permitting Milestones 24.09.2026 11นาที

  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 22นาที

  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 17นาที

  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 20นาที

  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 13นาที

  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 20นาที

  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 23นาที

  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 18นาที

  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 16นาที

  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 22นาที

  [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 1ชม. 18นาที

  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 10นาที

  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 9นาที

  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 24นาที

  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 16นาที

  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 23นาที

  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 19นาที

  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
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  Sean Brodrick – FED Rate Hike Turbulence, Oil Spiking On Geopolitical Flare Ups, Slowing AI Trade Based On Industry Concerns, and Precious Metals Pullback 16.09.2026 20นาที

  [Recorded:  09-15-2026]  Sean Brodrick, Editor of Wealth Megatrends, Supercycle Investor, Resource Trader, and contributing analyst to Weiss Ratings Daily, joins me for a wide-ranging discussion diving into the market volatility across multiple resource and general equity sectors in the current macroeconomic and geopolitical environment. He shares how he is managing his portfolio as it relates to oil and oil stocks, AI stocks, cybersecurity stocks, and gold stocks.     We start off discussing the potential macro and market impacts of the first Fed funds rate hike by the US central bank in a few years. While the market had ascribed over a 90% chance of a 25-basis-point hike, through yesterday (when we talked), Sean looks ahead to what that actually means or may achieve for fighting persistently high inflation into the future. Higher rates could negatively affect the housing industry, auto loans, business loans, and slow growth to some degree. Market participants have already been selling bonds, and driving interest rates higher in anticipation of a higher Fed funds rate, along with pushing back on US fiscal policies. There is a “family feud” going on between Kevin Warsh and the Fed working to hike rates on the short end of the yield curve, and Scott Bessent and the US Treasury actively working lower rates on the long end of the yield curve. Sean makes the point that even if the Fed hikes interest rates once, or even a few times, it is not really going to change the fundamental oil supply from the Middle East or tame that inflation input as a result of rising energy prices.   We then shifted our focus over to the surge higher to triple-digit oil prices, on the back of deepening conflict across the Middle East. Sean outlined how technical price projections on longer-term charts could allow for a brief spike in WTI up to $150 a barrel. Sean is very comfortable holding onto his oil stocks for now, as they should have a very profitable Q3 on the back of solid Q2 earnings.   Next, we unpacked some of the recent slowdown in AI stocks and the pace of advancement, as a few vocal industry participants expressed concerns of losing control of artificial intelligence. Sean highlights that while these concerns are valid, that it has ballooned up into a bigger deal than many were expecting over the last couple weeks. It may be that real motivation to pump the breaks on the pace of A.I. is because the industry would like to see more government regulation that would discourage cheaper open-source foreign platforms from being adopted domestically. He highlights the potential opportunity that restricting or securing against AI threats may present to cybersecurity companies like Palo Alto Networks (Nasdaq: PANW) or CrowdStrike Holdings (Nasdaq: CRWD)   Wrapping up, Sean shared his outlook on what fundamentals are driving gold, silver, and the PM stocks down over the last few weeks. In addition to more hawkish statements from Kevin Warsh during the Jackson Hole banking symposium a few weeks ago, Sean points out that it was really the higher inflation readings recently that back-stopped the decision for the Fed raise rates. He remains cautious that short-term economic data around inflation and a stronger US dollar could still trigger some more near-term selling pressure, but he also shares the reasons why he believes this move in the precious metals complex could have legs to begin the next run higher in the medium term.  Sean is still mostly animated by revenue-generating gold and silver producers, and will be scanning across the field of companies at the upcoming Beaver Creek Precious Metals Summit for new ideas to report on moving forwards.     Click here to follow along with Sean’s work at Weiss Ratings Daily and Wealth Megatrends . Click here to learn more about Resource Trader       For more market commentary & interview summaries, subscribe to our Substack reports:   The KE Report: https://kereport.substack.com/ Shad
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  Element 29 - Advancing the Flagship Elida Copper-Moly Porphyry Project in Peru: Fully Funded Drill Program Underway 16.09.2026 21นาที

  In this Company Introduction, we welcome Richard Osmond, President and CEO of Element 29 Resources (TSX-V: ECU, OTCQB: EMTRF), for a comprehensive exploration update on the company's portfolio of copper assets in Peru. Richard breaks down the advantages of the flagship Elida project, its unusually low strip ratio, infrastructure access, and the path forward toward an updated resource estimate and preliminary economic assessment. Flagship Elida asset and infrastructure advantages: An overview of the 100%-owned copper-molybdenum porphyry system, its discovery history, and the logistical edge of operating at low elevation with nearby paved highways, power, and port access. Maiden resource and low strip ratio: Insights into the 322-million-tonne pit-constrained resource, higher-grade starter zones, and a 0.74:1 strip ratio. Fully funded drill program and expansion targets: Details on the fully financed 12,000-meter multi-rig campaign designed to test deeper mineralization, delineate near-surface shells, and support an updated resource model. Regional pipeline upside: A briefing on drill-ready exploration assets, including the Flor de Cobre project in the Southern Peru copper belt and the high-grade skarn potential at Paka. Strategic capital and leadership depth: Discussion on the strong shareholder register featuring Alpayana, Haywood, and mining industry veterans, alongside board governance from former Capstone and Wheaton Precious Metals leadership.   Click here to visit the Element 29 website to learn more about the Company - https://www.e29copper.com/    ------------------------- Please email us with any follow up questions you have for Richard. Our email addresses are [email protected] and [email protected].    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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  Goliath Resources – Drill Assays Return More High-Grade Gold and New Zone Of Bulk Tonnage Mineralization 15.09.2026 12นาที

  Roger Rosmus, Founder, CEO, & Director of Goliath Resources Ltd (TSX-V: GOT) (OTCQX: GOTRF) (FSE: B4IF), joins me for another exploration update at their Surebet Discovery on the Golddigger Property; located in the Golden Triangle of British Columbia.  We review a series of news releases from mid-August through early September which highlight more high-grade gold drill assays returned when stepping out from the Bonanza and Golden Gate Zones.   A new zone of bulk-tonnage mineralization has also been identified between those 2 larger zones. The fully funded 2026 drill program at the Surebet is targeting ~90 planned holes and approximately 50,000 meters of systematic drilling, including 7 drill rigs targeting expansion of the known gold mineralization both laterally and at depth.  This year the team at Goliath elected to really test the geological model; focusing on big step-out drilling to expand the deposit footprint, and all holes reported thus far have encountered mineralization, significantly growing the overall deposit.   We started off discussing the drill holes coming back that continue to delineate high-grade gold, silver, and copper mineralization. Drill hole GD-26-436 from the Surebet Zone, intersected an extensive mineralized interval near the surface that assayed 7.38 g/t AuEq over 35.7 meters, including 19.51 g/t AuEq over 8.32 meters. This entire interval is characterized by veining, alteration, and anomalous gold grades throughout its length with multiple high-grade subintervals. It also contains several occurrences of visible gold to the naked eye (VG-NE), native silver associated with galena, sphalerite, pyrrhotite and chalcopyrite in quartz-sulphide stockwork and breccia hosted in sandstones   There also has been a new understanding developed, through the relogging of prior year’s drill core and examining the new core from 2026, which is defining a new area of mineralization between Bonanza and Gold Gate.  This new area was originally referred to as the Volcanic Wedge, but has been re-branded by the exploration team as the “Big Bulk zone.”  Roger outlines that in a mining scenario this lower-grade bulk tonnage mineralization would still be extracted because there would be “no gold left behind.”   Drill holes GD-26-425 and GD-26-462 marked the presence of the volcanic Wedge Zone (Big Bulk zone) in the western and northeastern fringes of the mineralized system, respectively. These two newly discovered mineralized areas add to these two previously discovered Zone domains (see news August 31, 2026): the first located in the south-central part of the known mineralized system and the second in the recently announced 540 meter step-out to the Southwest of the Surebet system.   There are approximately 900 meters of untested volcanics by the drill bit separating the domains discovered in the West and Southwest of the system that have the potential to host further mineralization part of the volcanic Big Bulk Zone. This new Zone of mineralization is characterized by broad intervals of gold within quartz-sulphide mineralization including (VG-NE) that typically extends for 10 – 50 meters in drill core, inclusive of close to surface grades of up to 1.97 g/t AuEq over 33 meters.   Quartz-sulphide mineralization intersected in multiple step-out drill holes expanded the Golden Gate Zone (located within the volcanics) by an additional 160 meters to the northeast, beyond the previously reported 320-meter expansion, bringing the total 2026 expansion to 480 meters on the northeastern side and 540 meters on the southwestern side of the Surebet system for a total expansion of 1,020 meters (see news releases dated August 10 and August 11, 2026). The resulting Golden Gate mineralized footprint is 1.17 km2 , representing a 38% increase compared to 0.85 km2 defined prior to the 2026 drilling program. The Golden Gate Zone remains open for expansion and many holes drilled still have assays pending.      If you have any qu