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In this Daily Editorial, we sit down with Brian Leni, the founder and editor of the Junior Stock Review and host of the Field Notes YouTube channel. Brian breaks down the current shifting dynamics within the resource sector.
Here are the key themes discussed in this episode:
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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In this Company Update, I chat with Mike Burke, Director and Vice President of Corporate Development at Sitka Gold (TSX.V: SIG | OTCQB: SITKF | FSE: 1RF), to unpack the first drill result of the year from the massive 60,000-meter program at the RC Gold Project. Mike breaks down the significance of hole 121, the deepest hole ever drilled on the project, which returned high-grade mineralization at depth.
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/
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James Anderson, Chairman & CEO of Guanajuato Silver (TSX.V: GSVR) (OTCQX: GSVRF), joins us for a comprehensive update on Q1 2026 financials, year-to-date operations trends, the 16,000 meters of underground development work underway, and the key initiatives for their ongoing 75,000 meter drill program at each mine.
Guanajuato Silver produces silver and gold concentrates from the El Cubo Mine Complex, Valenciana Mines Complex, the San Ignacio mine, and their recently acquired Bolanitos Gold-Silver Mine. In addition, the Company produces silver, gold, lead, and zinc concentrates from the Topia mine in northwestern Durango. In addition to these 5 producing mines, the Company also has 3 past-producing exploration and development projects in their portfolio at the El Horcon Mine, Pinguico Mine, and Cebada Mine.
Selected Q1 2026 Highlights
James outlines their ongoing 16,000 meters of underground development work paired with the 75,000-meter drill program, currently utilizing 8 drill rigs to augment exploration initiatives. This is largest exploration program the company has ever deployed, with some areas getting the first meaningful resource expansion in many years.
If you have any follow up questions for James on Guanajuato Silver, then please email them into me at [email protected].
Click here to follow the latest news from Guanajuato Silver
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.
Erik Wetterling, Founder and Editor of The Hedgeless Horseman website, joins me to review the key takeaways from both the Commodities Global Expo Conferences we just attended in Washington D.C. and Fort Lauderdale. He also highlights the value proposition that has his attention from 4 of the gold and silver developers which he met with at the conferences, that have put out compelling news in the recent past and that have key growth catalysts on tap in the medium-term.
Rua Gold Inc. (TSX: RUA) (NZX: RGI) (OTCQX: NZAUF) - On May 5, 2026, the Company announced the results of a positive Preliminary Economic Assessment (PEA) for its 100%-owned Auld Creek Gold-Antimony Project in the Reefton Goldfield, New Zealand.
Excellon Resources Inc. (TSXV: EXN) (OTC Pink: EXNRF) (FSE: E4X2) – On May 27, 2026, the Company provided a market update on operational activities at its 100%-owned Mallay silver-lead-zinc mine in central Peru.
Highlander Silver Corp. (TSX, NYSE American: HSLV) – On April 07, 2026, the Company provides a portfolio update following the successful completion of its acquisition and combination with Bear Creek Mining.
Daniel Earle, President and CEO of Highlander Silver, commented:
Sonoro Gold Corp. (TSXV: SGO | OTCQB: SMOFF | FRA: 23SP) – On May 12, 2026, the Company announced that its wholly owned Mexican subsidiary, Minera Mar de Plata (“MMP”), has executed three binding Letters of Intent (the “LOIs”) with two residents of Sonora, Mexico to acquire a 100% interest in 24 mineral concessions, and up to a 51% interest in five additional mineral concessions, located adjacent to the Company’s Cerro Caliche gold project in Sonora, Mexico. The Vendors are at arm’s length to the Company and to its associates and affiliates.
* In full disclosure, some companies mentioned by Erik in this interview, are positions held in his personal portfolio, and also may be site sponsors of The Hedgeless Horseman website at the time of this recording.
Click here to follow Erik’s analysis over at The Hedgeless Horseman website
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.
Fred Davidson, President and CEO of Impact Silver (TSX.V:IPT) (OTCQB: ISVLF), joins us to outline the key takeaways from the Q1 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.
Q1 2026 Highlights:
Fred outlined that the company delivered their strongest quarterly net income in the history of the Company — all while continuing to invest in development and exploration. While the higher silver price environment is clearly part of the story, he pointed to the bigger story being what is happening on the ground at Zacualpan: higher grades, higher throughput, and the meaningful contribution from the newly developed Kena Vein at the Guadalupe Mine.
Next, we shifted over to all the ongoing exploration work across Zacualpan district, where their 2 rigs have been continually turning at various targets. Fred reviewed the high-grade exploration targets intercepted at their newer Kena Discovery at the Guadalupe Mine, and how this higher grade was going to increase their overall grade profile, as seen in Q1 numbers. Additionally, there has been drilling over the last year at the San Ramon Deeps and San Ramon South area at the San Ramon Mine, both a gold-rich and a silver-rich vein respectively at the Alacran Mine, some silver targets like San Antonio at the Mina Grande Mine, and most recently some solid higher-grade precious metals results from the Carlos Pacheco exploration area.
Shifting over to the Plomosas Mine: They reduced expenditures in Q1 by making the decision to temporarily suspend underground mining, while they conduct more exploration and modeling of the mineralization. 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 us at [email protected] or [email protected].
Click here to follow the latest news from Impact Silver
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.
In this Daily Editorial, we sit down with Darrell Fletcher, Managing Director of Commodities at Bannockburn Capital Markets, for a deep dive into the shifting dynamics across the broader commodities complex. Darrell provides an insider’s look at what is currently driving activity on the trading desk, breaking down the major macroeconomic and geopolitical themes influencing critical resource markets.
Key discussion points include:
Click here to learn more about Bannockburn Capital Markets - https://www.bannockburnglobal.com/
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In this Daily Editorial, I sit down with TG Watkins, Director of Stocks at Simpler Trading and Editor of the Profit Pilot website and YouTube channel, to parse through the noise of the current macro headlines and focus strictly on what the charts are telling us. As geopolitical tensions, interest rate speculation, and inflation data continue to flood the news cycle, this conversation digs deep into price action to uncover where the real momentum is hiding and where the next big shifts are likely to occur.
Here is a summary of the key topics discussed in this episode:
Stocks and Symbols Mentioned: S&P 500 Equal-Weight ETF (RSP), Gold Miners ETF (GDX), SPDR Gold Shares (GLD), iShares 20+ Year Treasury Bond ETF (TLT), United States Oil Fund (USO), U.S. Global Jets ETF (JETS), Navitas Semiconductor (NVTS), SoFi Technologies (SOFI), Robinhood Markets (HOOD), B. Riley Financial (RILY), Generac Holdings (GNRC), Iris Energy (IREN), Wolfspeed (WOLF), Hut 8 (HUT), Riot Platforms (RIOT), Oklo Inc. (OKLO), NuScale Power (SMR), Delta Air Lines (DAL), Southwest Airlines (LUV).
Click here to visit TG’s site - Profit Pilot - https://www.profit-pilot.com/
Click here to visit the Profit Pilot YouTube page - https://www.youtube.com/@Profit-Pilot
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In this Daily Editorial for the KE Report, I sit down with Dave Erfle, founder and editor of the Junior Miner Junky, to break down the latest technical trends and sentiment shifts in the precious metals sector.
Key topics discussed in this episode:
Click here to visit the Junior Miner Junky website to learn more about Dave’s investment letter - https://www.juniorminerjunky.com/
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In this Daily Editorial, we are joined by Craig Hemke, founder and editor of the TF Metals Report, to parse through the conflicting signals currently driving the precious metals sector. Despite broader market optimism and a rally in mining stocks today, gold and silver prices have remained relatively flat. Craig shares his insights on what is causing this divergence and what investors should expect next.
Click here to visit Craig’s website - TF Metals Report - https://www.tfmetalsreport.com/
For more market commentary & interview summaries, subscribe to our Substacks:
In this Company Update, I sit down with Nick Appleyard, President and CEO of TriStar Gold (TSX.V:TSG | OTCQB:TSGZF), to discuss the company’s recent financing announcement and update on the asset and lawsuit.
They discuss the following key topics:
Click here to visit the TriStar Gold website to learn more about the Company and Project.
Email me any follow up questions for Nick - [email protected].
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