The KE Report

In this KE Report Company Introduction, I speak with Bob Archer, President and CEO of Pinnacle Silver and Gold (TSX.V: PINN | OTC: PSGCF | Frankfurt: P9J), as the company shifts its primary focus to Mexico with the El Potrero Project, following a strategic option agreement signed in February 2025.

Key Highlights from the Interview

Strategic Shift to Mexico and Restarting Production

Early Sampling Results

Production-First Strategy and Flexible Option Deal

Well-Rounded Team with Strong Local Ties

Strong Start to 2025 and Fully Subscribed Financing

Red Lake Projects Remain in the Portfolio

Please email me with any follow up questions you have for Bob - [email protected].

Click here to visit the Pinnacle Silver and Gold website to learn more about the company and read over the recent news.

This week’s KE Report Weekend Show dives deep into a market environment where nearly everything seems to be climbing higher. In Part 1, Rick Bensignor breaks down why tech and industrials are powering this melt‑up while retail traders outsmart institutions. In Part 2, Dan Steffens highlights overlooked energy opportunities despite oil’s quiet range and natural gas volatility.

If you enjoy the show, be sure to subscribe to our podcast feed (KER Podcast), YouTube channel, and follow us on X for more market commentary and company interviews. Don’t forget to subscribe and leave us a review!

Also check out our Substack where we email you summaries of Daily Editorials and the Weekend Show! Click here to check it out.

Segun Lawson, President and CEO of Thor Explorations (TSX.V: THX) (AIM: THX) (OTC: THXPF), joins me for a review of Q2 2025 operations and production metrics from its Segilola Gold mine, located in Nigeria, and for the Company’s ongoing exploration and development programs in Nigeria, Senegal and Cote D’Ivoire.

Segilola Q2 Highlights

FY 2025 Outlook and Catalysts

Segilola: continuation of ongoing underground drilling program

Nigeria regional targets: continuation of scout drilling programs on identified near-mine and regional targets

Senegal  at the Douta Project:

Côte d'Ivoire: Exploration being advanced on the Guitry, Marahui and Boundiali licenses, with further drilling to occur on Guitry and drilling to commence on Marahui where drill targets have been delineated.

During May and June 2025, Thor completed an initial 3,000 metre ("m") reverse circulation ("RC") drilling program at Guitry and has received initial assay results from the program. The objective of the program was to gain a better understanding of both the geometry and geological controls on gold mineralisation based on a new interpretation of the historic drilling results obtained by Endeavour Mining, the historical owner of the asset.

The assay results received to date from this drilling program include the following highlights:

Further exploration at the Krakouadiokro Prospect will include both infill and step-out drilling.

Dividend

If you have any questions for Segun regarding Thor Explorations, then please email them into me at [email protected].

Click here to follow the latest news from Thor Explorations

In this KE Report company update, I speak with Chris Donaldson, President & CEO of Valkea Resources (TSX.V:OZ - OTCQB:OZBKF - FSE:S600), to outline the next phase of exploration at the company’s flagship Paana Project in the Central Lapland Greenstone Belt of Finland.

Key Highlights:

With significant activity from majors and explorers in this region, Valkea’s upcoming drill program is designed to define the size and potential of a promising discovery. Results are expected to begin arriving six to seven weeks after drilling commences.

Any follow up questions for Chris can be emailed to me directly at [email protected]. 

Click here to visit the Valkea Resources website to learn more about the Company.

In this in‑depth company update, I speak with Craig Nichol, Founder & CEO of Graphene Manufacturing Group (TSX.V:GMG - OTCQX:GMGMF), to address your recent questions and unpack the latest news across GMG’s product lines and R&D initiatives.

Topics we cover in detail:

G® Lubricant:

THERMAL-XR®:

Battery Division:

Craig also shares candid insight on regulatory hurdles, distributor onboarding, and what it will take to turn today’s strong gross margins into meaningful, near‑term cash flow.

Have questions for the next interview? Email: [email protected]

Click here to visit the GMG website to learn more about the Company.

Joel Elconin, co‑host of the Pre‑Market Prep show and founder of the Stock Trader Network, joins us to break down the almost‑everything bull market pushing indices to record highs.

Key topics covered:

Click here to visit Joel’s PreMarket Prep website.

Click here to visit the Stock Trader Network.

Nick Hodge, Co-Owner of Digest Publishing and editor of Foundational Profits and Hodge Family Office, joins us for a longer-format discussion on and the macro and micro themes that are continuing to push the US general equities, cryptocurrencies, and commodities markets ever higher, in an “Everything is awesome,” melt-up higher.  Nick shares how he has been positioned early in these trends with rare earths, copper, uranium, and critical minerals stocks.

We start off reviewing how the US fiscal policy is leading to a weaker US dollar, which has been a key tailwind to US equities, cryptos, and the commodities sectors.  We review the impacts of the back-to-back Biden and Trump administration policies that both increased the US debt and deficits, with the passage of large fiscal policy bills, that have acted as an additional tailwind to the critical minerals and energy metals side of the mining sector.   Both the Inflation Reduction Act and the Big Beautiful Bill respectively, had provisions in them for accelerating the development of nuclear power infrastructure and uranium mining, a focus on critical minerals like lithium, rare earths, and copper, and how this is bringing in new investors waking up to how the commodities space is really the building blocks of many other sectors in our economy and daily life.

This leads into a more in-depth discussion on the rare earth sector in particular, where Nick notes the recent Department of Defense investment into MP Materials Corp. (NYSE: MP) as a key stakeholder, but also providing them a floor on their Neodymium products, and agreeing to be a buyer future magnet production.   Then, shortly thereafter, Apple Inc. (NASDAQ: AAPL) made a $500M investment into MP Materials to accelerate and help fund the future development of a permanent magnet recycling plant in Texas.   Nick points to CoTec Holdings Corp. (TSXV:CTH)(OTCQB:CTHCF), as another company poised to start recycling permanent magnets, also in Texas. Additionally, he highlights the heavy rare earth production capacity increasing from Energy Fuels Inc. (TSX: EFR) (NYSE American: UUUU), as another way to participate in the tailwinds pushing the rare earth stocks higher.

Next we pivoted over to the importance of copper, and the recent move higher in prices on the back of the proposed Trump tariff on this energy metal.  Nick flags Freeport-McMoRan Inc. (NYSE: FCX) as a domestic producer that he feels has been offering investors a good accumulation period on future growing revenues. He also highlights his recent private placement into an earlier-stage prospect generator, Kincora Copper Limited (TSXV: KCC) (ASX: KCC), with exploration properties looking for copper and gold porphyries in Australia.  Nick also describes how this company has forged partnerships with AI and technology companies; a trend that he expects to see more of as the mining sector evolves and more companies look to secure their own supply chains.

 Rounding out the discussion on critical minerals, and providing an example of how to trim and reposition on pullbacks in winning portfolio positions, Nick discussed how he has approached trading around a core position in Bravo Mining Corp. (TSXV: BRVO) (OTCQX: BRVMF).    This leads into a segment where Nick shares what changes he has made to how he approached managing his portfolio, and other best practices for trading and investing within the resource sector as this bull market evolves over time.

Click here to follow Nick’s analysis and publications over at Digest Publishing

Brad Rourke, President and CEO of Scottie Resources (TSX.V:SCOT – OTCQB:SCTSF), joins me to review a number of key takeaways from recent newsflow on the further derisking work building towards an upcoming Preliminary Economic Assessment (PEA) and the largest ever drill program exploring and expanding resources at the Scottie Gold Mine Project located in the Golden Triangle of British Columbia.

We start off reviewing that drilling has been underway with 3 diamond drill rigs on the property and a 4th drill rig is being added in the next week focused at targets around the past-producing Scottie Gold Mine and the adjacent, high-priority Blueberry Contact Zone-is located just 35 kilometres north of Stewart, British Columbia. Brad points out that a big percentage of the planned 25,000-30,000 meters will be focused on upgrading the resources from inferred to indicated categories as well as resource at the Blueberry Contact Zone, with a focus on the open pit and upper portions of the underground resources at both Blueberry and Scottie, and detailed testing of the siltstone side of the contact zone. We also review follow-up step-out drilling on the Wolf Zone target discovered in 2024 at the Scottie Gold Mine area.

Ongoing geotechnical and hydrogeology drilling will also provide data to inform mine design and assist efforts with the recent initiation of Baseline Environmental Studies. With all this exploration and fieldwork now underway, the Company remains on track to deliver a low-capex PEA based on a Direct Shipment Ore (DSO) scenario in October.  Brad reiterates that the management team and board believes this coming economics study will clearly highlight the significant, untapped value of the Scottie Gold Mine Project. 

Next we touched on the big news out to the market today on July 24, 2025, which announced that Scottie Resources has received all required permits from the government of British Columbia to proceed with a 10,000-tonne surface bulk sampling program. The Bulk Sample is slated to be taken from the road accessible, outcropping Bend Vein located on the north end of the Scottie Gold Mine Project, and is expected to produce 3,000 - 4,000 tonnes of mineralized rock.  This will be a nice opportunity to learn more about a number of metrics and provide a nice proof of concept, as well as generating some non-dilutive capital for the Company in the process.

When reviewing their direct-ship ore strategy, Brad highlighted that Scottie has one of the closest gold projects to a deep-sea shipping terminal, which based on its location is positioned in one of North America’s cheapest commercial shipping lanes to Asia. In addition to the ease of a proposed open-pit mine, which already has an existing mine permit, there is also key external infrastructure in place, such as power lines and hauling roads right to site.

 Wrapping up we review the importance of the recent financing announced on July 9th, for a $16.8 million non-brokered private placement financing, of which a lead order of $6 million, translating to $8.4 million in charitable flow-through funding, will be provided by Ocean Partners UK Limited.  Brad outlines that Ocean Partners, in addition to their participation in the recent financing, has entered into a binding term sheet with Scottie to provide a commercial offtake agreement 100% production for first 8 years of commercial production, and has made available a construction loan and overrun facility of USD$25 million, to advance the Scottie DSO Project towards production.

If you have any questions for Brad regarding Scottie Resources, then please email them in to me at  [email protected].

Click here to follow the latest news from Scottie Resources

In this company update, Kiran Patanker, President and CEO of Maple Gold Mines (TSX-V: MGM - OTCQB: MGMLF - FSE: M3G) joins us to recap Maple Gold’s recently completed and fully released 12,000‑meter drill program at the Douay Project in Quebec. This was an upsized campaign, from 10,000 to 12,000 meters, targeting growth beyond the current 3Moz gold resource.

Key discussion points:

Maple Gold aims to grow its 3Moz resource toward 5Moz by combining open‑pit optimization with new bulk‑tonnage underground potential.

Please email me your follow up questions for Kiran. My email address is [email protected]. 

Click here to visit the Maple Gold Mines website to learn more about the Company.

In this KE Report company update, I’m joined by Garrett Ainsworth, President & CEO of District Metals (TSX.V:DMX - OTCQB:DMXCF - Nasdaq First North: DMXSE SDB), for a deep dive into the company’s ongoing and upcoming work across its uranium portfolio in Sweden.

Key topics covered:

Garrett also shares how District is preparing to prioritize its projects, balance work on high-grade prospects, and potentially partner on non-core assets - all while staying ready to advance Viken as soon as policy changes allow.

If you have any follow up questions for Garrett please email me at [email protected]. 

Click here to visit the District Metals website to learn more about the Company.