Macroeconomic uncertainty, persistent inflation, and geopolitical conflicts are reshaping capital flows across the commodity complex. This episode brings together precious metals and energy sector experts to unpack where the real risks and asymmetrical opportunities lie for resource investors. 

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!

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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.

In this Company Update, we are joined by Ryan O’Regan, CEO of Getty Copper (TSX.V: GTC | OTCQX:GTCDF), to discuss the ongoing progress and exploration momentum across the company's copper assets in south-central British Columbia. Ryan provides an overview of the recently completed spring drill program, discusses the near-surface high-grade intercepts received to date, and outlines the strategic plan for upcoming catalysts across the property package.

Feel free to email me with any follow up questions for Ryan. My email is [email protected]. 

Click here to visit the Getty Copper website - https://gettycopper.com/  

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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.

In this Daily Editorial, we welcome back Marc Chandler, Chief Market Strategist at Bannockburn Capital Markets and Editor of the Marc to Market website, to unpack the market fallout following the Federal Reserve's Jackson Hole symposium. Marc provides an in-depth breakdown of shifting central bank communication, fiscal versus monetary policy tensions, and key technical setups across currencies and commodities.

Click here to visit Marc’s site - Marc To Market - https://www.marctomarket.com/

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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.

In this Daily Editorial, we are joined by Brian Leni, Founder and Editor of Junior Stock Review. Following a strong rebound across precious and base metals equities, Brian shares his perspective on current market dynamics, portfolio discipline, and why maintaining a strategic cash position remains a core risk-management tool. We explore the contrasting outlooks for gold and copper, step through a practical valuation framework for development-stage companies, and discuss how to evaluate high-upside exploration plays before a formal resource is defined.

Key Discussion Points:

Click here to visit the Junior Stock Review website to keep up to date on what Brian is investing in - https://www.juniorstockreview.com/

Click here to watch the latest Field Notes video - https://www.youtube.com/@FIELD_NOTES

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For more market commentary & interview summaries, subscribe to our Substacks: 

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.

Fred Davidson, President and CEO of Impact Silver (TSX.V:IPT) (OTCQB: ISVLF), joins me to outline the key takeaways from the Q2 2026 financial and operations, and provides an update on the current production and exploration upside at the Zacualpan Silver-Gold District, as well as the move-forward plan on the Plomosas Zinc-Lead-Silver Mine in Chihuahua, Mexico.

The Company has 4 underground mines and 1 open-pit mine all feeding into the Guadalupe processing plant in the Zacualpan Silver-Gold District; with a number of other past-producing silver and gold mines across their district-scale land package being explored for future development.

Q2 and H1 Financial Results:

Fred highlighted the financial benefits of higher silver prices combined with improved grades from the Kena vein at Zacualpan, which together drove a substantial increase in revenue and a second consecutive quarter of significant net income. Zacualpan continued to benefit from ongoing mine and mill improvements, with Q2 2026 production at the Zacualpan-Guadalupe mill increasing 8% to 36,908 tonnes from 34,173 tonnes in Q2 2025. More importantly, silver equivalent production from the Guadalupe Complex increased 39% to 221,385 ounces, compared with 159,298 ounces a year earlier.

Fred outlined the high-grade drill results on the north extension of the Carlos Pacheco Vein System at its producing Noche Buena silver-gold mine located 4km southwest of its Guadalupe. The company is currently evaluating the potential rehabilitation of the Capire Mill, as a potential area to process the Carlos Pacheco ore

At Plomosas, the Company took decisive action in the previous quarter to temporarily suspend underground mining while they reassess the operation’s cost structure and evaluate options for its longer-term future, including the processing of third-party feed through our plant. After sufficient drilling and interpretation is completed, then the plan is to work towards a more efficient and sustainable mine plan of operations for the longer-term.  He also mentioned that the Company is currently in advanced-stage discussions on toll-milling arrangements at their Plomosa plant with a few nearby third-party operators; which they believe could generate cash flow during the current suspension of mining at Plomosas.

If you have any follow up questions for Fred about Impact Silver, then please email me at  [email protected].

Click here to follow the latest news from Impact Silver

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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.

Fred Bell, President and COO, of Elemental Royalty Corporation (TSX: ELE) (Nasdaq: ELE), joins me to review the key metrics from their record Q2 financials, updates on their key producing and development royalty and streaming assets, and the organic growth profile in front of the company over the next few years.

Q2 2026 Financial Highlights

Fred highlighted again that Q2 will be their second quarter with their new dividend policy, which provides investors the option of being paid in either cash or Tether Gold tokens, (which are backed by physical gold).  This leads into a discussion about the corresponding value of having Tether Investments S.A. de C.V as their key stakeholder.  

We go on to do a rapid-fire review of their key cornerstone gold and copper assets within their royalty portfolio of 18 cash-flowing royalties, 28 advanced development assets, and ~250 total mineral royalties globally; diversified across multiple jurisdictions and across precious metals, critical minerals, and battery metals.

Wrapping up we discuss the optionality they have for future accretive transactions with their cash on hand and access to the revolving credit facility.  Fred recaps the transformative year that the Company has had over the last 12 months since announcing the merger of Elemental Altus and EMX Royalty, the uplisting to the Nasdaq, the multiple acquisitions made, the handful of generative asset transactions executed on, their large increase in liquidity, and the potential for a valuation rerate as more institutions can now position in the stock and they are now getting added into various indexes.

Click to follow the latest news from Elemental Royalty Corp

https://youtu.be/241kg_E_bGI

To see a comprehensive list of all Elemental Royalty Corp assets:

https://www.elementalroyalty.com/our-assets/

If you have any follow up questions for Dave or Fred at Elemental Royalty Corp, then please email those to me at  [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. 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.

Welcome to this Company Update on the KE Report. In this episode, I sit down with Mike Spreadborough, Executive Co-Chairman of Novo Resources (TSX: NVO | ASX: NVO | OTCQX: NSRPF), to discuss the company’s updated corporate presentation, strong balance sheet, and exploration roadmap across Australia.

Please email me with any follow up questions for Mike and the team at Novo Resources. My email address is [email protected].  

Click here to visit the Novo Resources website to learn more about all the projects and exploration programs. 

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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.

In this Daily Editorial, we are joined by Joel Elconin, Co-host of the PreMarket Prep Show and Founder of the Stock Trader Network, for a comprehensive discussion on US equity momentum, shifting market breadth, and critical technical levels across major asset classes.

Stocks & Symbols Mentioned: NVDA, CRM, CRWD, OKTA, MU, MRNA, MRK, XBI, XLV, QQQ, SPY, BTC

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/

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For more market commentary & interview summaries, subscribe to our Substacks: 

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.

In this Company Update, Simon Dyakowski, President and CEO of Aztec Minerals (TSX-V: AZT, OTCQB: AZZTF), discusses the strategic land consolidation around the historic Tombstone Gold-Silver Project in Arizona and outlines upcoming exploration catalysts.

Please email me any questions you have for Simon. My email address is [email protected]. 

Click here to visit the Aztec Minerals website - https://aztecminerals.com/

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For more market commentary & interview summaries, subscribe to our Substacks: 

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.

Brad Langille, President & CEO, of GoGold Resources Inc. (TSX: GGD) (OTCQX: GLGDF), joins us to highlight their key news released on August 25th, which announced the formal commencement of site construction at the fully-funded Los Ricos South in Jalisco, Mexico. This milestone follows the completion of a feasibility study in 2025 and the granting of the project permit from the Mexican Government in June of this year.  We also outline that Los Ricos North is the next development project in the cue after the Los Ricos South mine build, and we review Q3 financials and operations from their operating Parral Mine.

GoGold Resources is fully financed with a robust cash position of US$284 million, strong cash flow from production at Parral, and zero debt as they begin construction at Los Ricos South. The decision to advance detailed engineering early gave their team a meaningful head start on ordering long-lead time equipment, which should support an effective execution of the build and keep the build on track for first gold pour in June 2028.

Update on construction and engineering activities:

We delve into the resources, DFS-stage economics, and anticipated production profile from their flagship Los Ricos South Project.  Then we have Brad outline the pathway forward and further augmentation of their production profile a few more years out from the Los Ricos North development and exploration project in the state of Jalisco. 

Rounding out the discussion we get a Q3 financial and operations update from their producing Parral Tailings mine, in the state of Chihuahua. The cashflows from this mine will continue to fund the development and exploration at both Los Ricos South and Los Ricos North.

Highlights for the quarter ending June 30, 2026:

If you have any follow up questions for Brad on GoGold Resources, then please email us at [email protected] or  [email protected].

Click here to follow the latest news from GoGold Resources

For more market commentary & interview summaries, subscribe to our Substacks:

The KE Report: https://kereport.substack.com/

Shad’s resource market commentary: https://excelsiorprosperity.substack.com/

Investment disclaimer:

This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security. Investing in equities and commodities involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.