Scott Berdahl, CEO of Snowline Gold (TSX.V:SGD - OTCQB:SNWGF) joins me to recap the July 24th news releasing reporting the first round of drill results from the 2024 drill program at the Valley deposit, on the Rogue Project, and a regional exploration update. 

2 drill holes were released, Hole V-24-071 and 072, which each hit long, more 400 meter intervals of gold grading an average of 1.77g/t Au (Hole 071) and 2.66g/t Au (Hole 072).

Click here to visit the Snowline Gold website to read over the recent news and learn more about the Company.

Marc Chandler, Managing Partner at Bannockburn Global Forex and Editor of the Marc to Market website joins us for a discussion on recent US economic data and broad market selloff - outside of the small-cap rotation. 

 We begin by discussing last week's market shifts, which saw lower targets in the S&P, NASDAQ, and gold materialize, and reflect on small-cap resilience amid broad tech sector weakness. Our discussion transitions into an examination of conflicting market signals, with particular focus on upcoming U.S. jobs data and inflation expectations. We explore the unique dynamics of the current business cycle, reflecting on historical patterns and the global economic landscape influenced by events such as the COVID-19 pandemic, supply chain disruptions, and geopolitical tensions.

Looking ahead, Mark provides a strategic forecast for a busy week marked by pivotal central bank meetings, including the Bank of Japan, European Central Bank, and the Federal Reserve, as well as crucial U.S. jobs data. His insights delve into the potential impact of these events on market stability and the broader economic environment.

Click here to visit Marc’s site - Marc To Market.

Welcome to The KE Report Weekend Show! We are focusing on the resource sector again this weekend with a technical outlook on the metals and a macro assessment on the energy sector, oil and nat gas.

• Segment 1 and 2 - Richard Postma, AKA Doc, kicks off the show by analyzing the performance and sharing his future projections of gold, silver, and copper prices, focused on the technical chart setups. Doc provides an in-depth evaluation of gold's MACD patterns, the performance of gold mining stocks, and the anticipated price movements of copper.

Robert Sinn, (aka Goldfinger on CEO.ca and CeoTechnican on X) and publisher of Goldfinger Capital on YouTube and Substack, joins us to review his macroeconomic outlook, sector seasonality, and Q2 earnings all as positive tailwinds for the gold and silver junior mining stocks as we head into August.  We start off getting his thoughts on why he thinks weakening economic factors, in concert with moderating inflation, will give the Fed reason to announce a potential 50 basis point rate cut at their September meeting.  He'll be analyzing carefully the messaging at next week’s FOMC meeting, to may be preparing the markets for that process.

With regards to the precious metals, Robert sees the commencement of central bank rate cuts as a net positive for the precious metals, and he expects to see that bring more interest down into the junior PM stocks. Additionally, there is the upcoming tailwind of shifting out of the summer doldrums and into the seasonally strong months of August and early September. We discuss how there is also a lot of exploration work that has been going on the last couple of months that will start getting reported next month, adding to the seasonality factor.  We wrap discussing one more sector tailwind with the positive Q2 earnings reports starting to come in on the senior producers, with Robert pointing to the recent messaging and key constructive takeaways from Newmont Mining (TSX: NGT) (NYSE: NEM).  With more companies set to still report their Q2 numbers, this should be another potential catalyst in the gold and silver stocks.

Click here to follow Robert on X/Twitter

https://www.youtube.com/@GoldfingerCapital/videos

Follow Robert’s analysis on Substack

Greg Davis, President and CEO of Sun Peak Metals (TSX.V:PEAK - OTCQB:SUNPF) joins me to recap the July 24th news release reporting the first 9 holes from the 25 hole drill program at the Shire Project in Ethiopia. This round of drilling was targeting the Terer and Hamlo targets. 

Greg details the successful discovery of new VMS (Volcanogenic Massive Sulfide) mineralization, though he notes the findings are more pyritic-rich with less base and precious metals than expected. He also explains the geological and operational strategies employed and the significance of these results in relation to past discoveries. We also transition to future drill plans, focusing on the Anguda North target, and the expectation of achieving higher grades.

Click here to visit the Sun Peak Metals website to learn more about the Company and read over the recent news.

Justin Reid, CEO and Kyle Frank and VP of Exploration and Corporate Development of Troilus Gold Corp. (TSX: TLG) (OTCQX: CHXMF), join me for a video segment that highlights the primary value proposition of the main Project attributes, key takeaways from the recently released Feasibility Study, and a comprehensive exploration update near the existing pits, but also regionally across their land package.

We start off looking at the site location and infrastructure layout of the Troilus Project located in northcentral Quebec, Canada.   Justin outlines the advantages they have in a development scenario due to them being a brownfields site, in a tier-one mining district along a prolific mineralized trend with many other operating mines.   He then dives into the key metrics in the Feasibility Study released to the market on May 14th, as well as economic sensitivities to higher gold and copper prices down the road. 

Kyle then guides us through a summary of the key exploration work the team completed in 2023, and all the areas for expansion around the existing pits and proposed pits, and some new discoveries the team has made that will be getting follow up work.  Additionally, there are numerous regional targets ranging from grass roots geochemical anomalies to early-stage drill targets that are actively being explored and advanced, representing significant future upside potential across their land package.

** Click here to see the YouTube Video of this discussion for the visuals

If you have any questions for Justin or Kyle regarding Troilus Gold, then please email them over to me at [email protected].

Click here to follow the latest news from Troilus Gold

Doug Ramshaw, President of Minera Alamos (TSX.V:MAI – OTCQX:MAIFF), joins us for an operations update at the Santa Mine where mining commenced at the Nicho Main Zone in June, and production will be expanding in 2024 in Sonora, Mexico.  We also discuss the further derisking work going on, while awaiting the permits, at the Cerro De Oro gold development project in Zacatecas, Mexico.  

At Santana, Mining and stacking operations commenced last month with approximately 900 ounces of newly mined gold stacked on the leach pad (through the end of June) during the initiation of mining operations at the new Nicho Main zone deposit. Access to the Nicho Main gold mineralization in the pit is steadily improving with the opening up and extraction of the first few benches. The Company plans to ultimately have access to two simultaneous working areas that, in addition to providing better traffic flow for the mobile equipment, will allow for more efficient planning for grade control and waste stripping management. Presently, estimates for the next month of mining and stacking operations are 1,300-1,500 ounces of gold placed on the heap leach pad which is approaching the lower end of the initial monthly mining rates included in the Nicho Main zone start-up plans. With mine access improving, plans are to activate two additional trucks in July which expands the mobile fleet size to the anticipated normal levels for the current mine plan. 

Doug outlines how there will be a lag effect to the gold production coming off the leach pads, but that Q3 and especially Q4 will see increased production, at low costs and good margins.  He further outlines the 12-month plan to build up more cash on the balance sheet, and then also describes the further upside expansion capabilities beyond this 12-month plan, where there can be further increases in the leach pads and production profile.

The company is still advancing permitting, engineering, metallurgical work, geological, and other geotechnical work to continue to de-risk the Cerro de Oro Gold Project as it moves down the pathway into production as the Company’s second operating gold mine. Engineering work continues to progress for Cerro de Oro in order to advance pre-development activities to coincide with the ultimate receipt of permits and a construction decision for the project.  Doug also wraps us up with his impression of the improving political environment after the Mexican presidential elections, and what that will mean for mining projects moving forwards.

Please email us with any follow up questions for Doug regarding Minera Alamos. Our email addresses are [email protected] and [email protected].

• In full disclosure, Shad is a shareholder of Minera Alamos at the time of this recording. 

Click here to follow along with the latest news at Minera Alamos

Mike Konnert, President and CEO of Vizsla Silver (TSX.V:VZLA - NYSE:VZLA) joins me to recap the Preliminary Economic Assessment (“PEA”) on the Panuco Project, in Mexico, released yesterday, July 24th. 

The PEA highlights a robust after-tax NPV(5%) of over US$1.1 billion, an IRR exceeding 85%, initial Capex of US$224million, payback of 9 months, average annual production of 15.2million oz AuEq and an overall mine life of just under 11 years.

Mike elaborates on the NPV to CAPEX ratio, cash flow projections, and ongoing exploration efforts. We also explore the project's future steps, including a Feasibility Study, permitting, and near term test mining aimed at de-risking production.

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. 

Dana Lyons, Fund Manager and Editor of The Lyons Share Pro joins me to discuss the rotation trade and opportunities for investors to take advantage of this early action. 

We start with the breakout in small caps, which have surged by 9% this month while the NASDAQ has declined by 5% over the past two weeks. Dana explains the improved market breadth and internal indicators that suggest a more sustainable rally in small and mid-cap sectors. He also discusses the health of the broader market, the potential benefits of diversification, and concerns around previously dominant mega-cap stocks. 

On the commodities front, Dana shares his positive outlook on gold and silver markets while highlighting some concerns and opportunities in the copper sector. We delve into sector opportunities, including defensive sectors like healthcare, consumer staples, and utilities, which are seeing renewed interest. Dana offers insights on areas within the tech space that could present contrarian opportunities despite recent pullbacks, such as cybersecurity and software.

Click here to visit the Lyons Share Pro website and learn more about Dana’s investment services. 

Sean Brodrick, Editor of Wealth Megatrends and contributing analyst to Weiss Ratings Daily, joins us to review the rotation trade within US Equities, but also into beat up value sector stocks, gold, the re-industrialization of America stocks, and uranium stocks.

We start off discussing the rotation trade out of the mega-cap tech leadership and down into both smaller cap growth stocks.  Sean weaves in his take on the supposed “Trump trade” that many outlets are touting, but outlines that many of the trends due to anticipated tariffs, or increased energy drilling are at odds with market signals.  This then brings in the discussion of anticipated Fed rate cuts, how many and how impactful they may be, and what that could mean for regional banks and homebuilders. 

Next we move over into opportunities Sean sees in the value stocks, like real estate and healthcare, dividend-paying stocks, and also gold.  He also breaks down how 3 separate fiscal spending bills passed are very bullish for the “re-industrialization of America” and companies that can help with the build out of new infrastructure.

With regards to the uranium stocks, he remains very encouraged based on the number of reactors being built or planned globally, and the increased receptivity to nations with regards to nuclear power. One of the big catalysts we discuss is how the changes to the taxes have increased in Kazakhstan, and how that may limit any big increases from Kazatomprom in production in the medium-term.  As for the uranium stocks, Sean is more animated by the uranium companies that are either in production, or that have a near-term pathway to production.

Click here to follow along with Sean’s work at Weiss Ratings Daily

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