The KE Report

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The KE Report episodes

May 11Pinnacle Silver & Gold - Underground Drilling Starting At El Potrero: Expectations, Goals and Target Overview
In this Company Update, we are joined by Bob Archer, President and CEO of Pinnacle Silver & Gold (TSX.V: PINN | OTCQB: PSGCF | FSE: P9J). Bob provides an in-depth look at the drill program at the El Potrero Project, and the company's roadmap toward small-scale production.
Discussion Highlights:
Underground Drilling Launch: Exploration has officially begun at the Pinos Cuates mine, the first of three historic mines to be tested.
Expansion Across Three Historic Mines: While drilling starts at Pinos Cuates, work is already underway to prepare the Dos de Mayo and La Dura mines.
Surface Drilling Strategy: Following the underground program, the team will transition to surface drilling. This phase is designed to test the gaps between historic workings and explore along strike, potentially expanding the project's overall footprint.
Low-CAPEX Path to Production: With an estimated restart cost of less than $5 million USD, Pinnacle is eyeing a move into production by the end of 2027. Bob details the non-dilutive financing strategy.
The "Great Panther Playbook": Drawing on his successful history in the region, Bob discusses how his team is replicating a proven business model - starting small, generating cash flow, and growing organically through discovery and acquisition.

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

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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.
17 min
May 09Weekend Show - Brien Lundin & Dana Lyons - Metals Rebound & Market Momentum: Is the Recent Metals Correction Over?
This week’s episode explores a significant rebound across precious metals and copper following a volatile spring. We sit down with Brien Lundin to discuss why geopolitical resolutions in the Middle East might be the spark the mining sector needs, followed by a deep dive into technical market trends with Dana Lyons to determine if US equities and Bitcoin are ready for their next leg higher.
Segment 1 & 2 - Brien Lundin, editor of the Gold Newsletter and host of the New Orleans Investment Conference, discusses the recent rebound in precious metals and mining equities driven by potential resolutions in Middle East conflicts. He highlights the significant upside in undervalued junior miners and explains how current high metal prices are allowing smaller-scale projects to become highly profitable, cash-flowing assets.
Click here to learn more about the Gold Newsletter. - https://goldnewsletter.com/
Segment 3 & 4 - Dana Lyons, a fund manager and editor of the Lyons Share Pro website, shares insights on the strength of several different market sectors through the lens of his internal data models. He shares his outlook for gold and silver as they continue to experience a period of digestion and range-bound trading, but notes that copper and oil services have performed well recently and show potential for continued growth. Dana also mentions a bullish outlook for US equities and small caps but warns this might be a late stage of the market cycle. Additionally, he touches on a short-term trend for cryptocurrencies and strong performance in certain emerging and international markets.
Click here to visit the Lyons Share Pro website and learn more about Dana’s investment services - https://lyonssharepro.com/

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.
52 min
May 08Marc Chandler - US Economic Data Recap & Why Is the BoJ Intervening In the Currency Markets
In this Daily Editorial, I am joined by Marc Chandler, Managing Partner at Bannockburn Global Forex and Editor of the Marc to Market blog. Marc provides a comprehensive breakdown of recent global economics data, central bank policies, and market trends.
Key discussion points include:
US Economic Bifurcation: A look at why the US economy is showing robust jobs data and high growth tracking while consumer sentiment plunges to record lows.
The Geopolitical Risk Premium: Assessing the impact of the US-Iran war on oil prices and whether markets are prematurely pricing in an end to the conflict.
International Divergence: Marc analyzes the "insult to injury" data coming out of Germany and the suspicious timing of the Bank of Japan’s recent currency interventions.
The Global AI Buildout: Why the semiconductor and data center surge is fueling unprecedented weekly gains in Asian equity markets like the KOSPI and TAIEX.
Emerging Market Spotlight: An exploration of why Vietnam is positioned to be a major winner as global supply chains shift away from China.

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

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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.
19 min
May 08AbraSilver Resource – Mineral Resource Estimate Update to 454 Moz Silver Equivalent In Measured and Indicated, EIA Permit Approval In Salta, and DFS On Tap
John Miniotis, President and CEO of AbraSilver Resource Corp (TSX: ABRA) (OTCQX: ABBRF), joins me to review the news out May 6th, announcing the updated Mineral Resource estimate (“MRE”) on the Company's wholly owned Diablillos property in Argentina. We also discuss the news out April 27, 2026 which announced that AbraSilver has received approval of the Environmental Impact Assessment (EIA) {“Declaración de Impacto Ambiental” or “DIA”} from the Government of Salta Province in Argentina.

The updated MRE demonstrates significant growth across the Project, with Measured & Indicated (“M&I”) resources now totaling 232 million tonnes (“Mt”), containing approximately 248 million ounces (“Moz”) of silver and 2.54 Moz of gold (454 Moz silver-equivalent “AgEq”). The contained metal in M&I has increased by a substantial 25% for silver, 48% for gold and 30% for silver-equivalent since the prior mineral resource estimate (the “Prior MRE”) from July 2025.

The updated MRE incorporates approximately 13,270 metres (“m”) of additional drilling completed since the Prior MRE, bringing the total drilling database at Diablillos to over 170,000 m. The estimate includes mineralization amenable to tank or heap leach processing routes and reflects continued growth across all five deposits at Diablillos - Oculto, JAC, Fantasma, Laderas and Sombra.

We also discussed the upcoming catalysts of the updated, Definitive Feasibility Study (“DFS”), due out here in Q2, followed by a construction decision, and then a string of results to come from the ongoing Phase 6 Exploration Program for the balance of 2026.

At Oculto East, the first drill holes of the Phase VI campaign have further demonstrated the scale and continuity of the overall mineralized system. Follow-up drilling is underway as part of an extensive program to expand and define gold-silver mineralization several hundred metres east of the open pit margin. There will also be the ongoing Phase 6 exploration program expanding the deposit size and resources for the balance of the year, mostly at Oculto East and Oculto NorthEast, but with some holes at JAC, Cerro Viejo, and now other follow-up targets at Condoryacu.

If you have any follow up questions for John regarding at AbraSilver, then please email them into me at [email protected].
In full disclosure, Shad is a shareholder of AbraSilver Resource Corp at the time of this recording and may choose to buy or sell more shares at any time.

Click here to visit the AbraSilver website and read over the most recent news releases.

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, and companies profiled may be sponsors of the KE Report.
21 min
May 08Sean Brodrick – This First Full Week Of May Ushers In Short-Term Trend Changes In Critical Minerals, Precious Metals, And Oil Stocks
Sean Brodrick, Editor of Wealth Megatrends, Supercycle Investor, Resource Trader, and contributing analyst to Weiss Ratings Daily, joins us to review how he is trading these volatile markets on the back of Middle East geopolitics, and where a few trends have reversed this first full week of May. We’ve witnessed oil and critical minerals turn down the middle to end of this week after running hard the last couple months. Conversely, we’ve seen a positive upswing in gold, silver, copper prices, and their related mining stocks; after having been under pressure the last couple months.

With regards to the critical minerals stocks, he narrows down this wide range of minerals to a focus on finding exposure to the rare earths used in high-strength permanent magnets like Neodymium and Praseodymium, and the heavy rare earths used in defense and thermal resistance like dysprosium and advanced technology and energy efficiency like terbium. We also discussed the big runs over the last year in defense metals like antimony and tungsten, and the uptick we’ve seen in lithium prices.

In particular, Sean is curious what will happen to the Chinese export controls on rare earther that were eased last November for a year, that are set to expire this November. We review how that is leverage that China may use once again, that could factor into future global trade policies.
He noted that most nations do recognize they need to break their dependence with China on a number of these critical minerals, as it relates to both mining and their processing and refining.
Some select resource and processing companies will still benefit from future government funds and policy initiatives like pricing floors in some critical minerals to support these their development industry, infrastructure, and defense.
He views moments like these, where the critical minerals are finally pulling back a bit, as opportunities where investors that missed a stock on the way up, now get another opportunity to accumulate into these pullbacks.

Sean is encouraged by the move back higher in the precious metals sector this week and remains bullish on gold and silver for the medium-term to longer-term, because all the broader fundamental macroeconomic challenges and geopolitical factors are still in place and haven’t really been solved.
He outlines that some of the selling pressure in gold the last couple months has been from central banks in the Middle East that have had their oil exports hampered, and thus have been selling gold to counter losses in energy revenues. That selling pressure in gold will subside when and if a resolution is reached with regards to the Strait of Hormuz.
We also discuss some of the recent pops in gold and silver producers as they have reported solid Q1 earnings, and yet the irony of them trading below where they were previously at lower margins and earnings.
We debate whether strong economic numbers in the gold and silver stocks will bring in more generalists, and how many investors outside of resource focused investors are actually tuned into the financial strength of the PM producers, much less actually hold some of these stocks in their portfolios.

We wrap up discussing the ever-shifting narratives on the Middle East war, and the longer-term implications for oil prices.
Sean believes oil prices will remain more elevated than they were averaging prior to this Middle East conflict, and doesn’t see them going back down to where they were previously.
He points to the sheer amount of infrastructure and business damage inflicted to the energy sector in the Middle East, and highlights that it will take some time and be a much longer process than the more optimistic outlook that the market is factoring in at present.

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 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, and companies profiled may be sponsors of the KE Report.
23 min
May 08Kingfisher Metals – 15,000 Metre Drill Program To Commence In June – 3-Pronged Approach To Test Copper-Gold Targets Across The HWY 37 Project
Dustin Perry, Founder and CEO of Kingfisher Metals Corp. (TSXV:KFR) (OTCQB:KGFMF) (FSE:970), joins us to outline the upcoming 15,000 Metres drill program in a three-pronged approach to various copper-gold targets in the Hank-Mary district of the Hwy 37 Project, in the Golden Triangle, British Columbia.

Diamond Drilling – 15,000 Metres (Three-Pronged Approach)
The 2026 drilling program is fully-funded and will be supported by three diamond drills, targeting three spatially distinct regions at the Hank-Mary District:

Hank Porphyry Cu-Au Discovery – Expansion and Delineation
The Hank porphyry Cu-Au discovery represents a well-defined, large-scale copper-gold target supported by multiple converging lines of geological and geophysical evidence:
Discovery hole HW-25-011: 425 m at 0.15% Cu, 0.21 g/t Au and 2.2 g/t Ag (0.40% CuEq)¹,² is a broad and high-quality intercept affirming system scale despite intersecting flanking alteration.
Kilometre-scale geophysical anomalies: IP geophysics, magnetics, and magnetotellurics (MMT) anomalies all converging on the same broad target³.
Compelling emplacement timing: Porphyry mineralization at Hank, Williams & Mary (~190–186 Ma) overlaps in time with the nearby Mitchell deposit (~196–189 Ma)⁴ the largest undeveloped Cu-Au deposit in Canada.

Hank Au Targets – Bulk Tonnage Gold Targets

At-surface bulk-tonnage gold targets proximal to the Hank Porphyry Target offer significant opportunities for expansion with untested wide-spaced gaps (up to 500 m) between historical drill holes despite evidence of strong gold endowment in historical drilling.
Historical results include:
55.8 m of 1.38 g/t Au (DDH84-4)
42.0 m of 2.52 g/t Au (DDH85-32)
63.0 m of 1.86 g/t Au (DDH85-45)
Several historical holes terminate in mineralization including DDH88-16 with 74 m of 0.43 g/t Au including 0.92 g/t in the last assay.

Structural High-Grade Au Targets
Updated LiDAR, geological interpretation, and 3D modelling are being used to identify higher-grade structural gold zones. Previous workers explored with a single NW-SE azimuth to drill holes, this created a strong bias on ore geometry. New interpretations indicate multiple and complex structural patterns would have been poorly tested by previous holes. Revised interpretations will test projections of identified structures and ore shoot concepts as well. Historical intercepts demonstrate the high-grade and structural-hosted potential of the system:
0.8 m of 133.3 g/t Au and 263.0 g/t Ag (HNK-17-008)
24.8 m of 5.6 g/t Au and 45.9 g/t Ag (HNK-17-009)
20.0 m of 11.63 g/t Au and 13.8 g/t Ag (HNK-18-010)

New Discovery Drilling – Turquoise, Rainbow, & Regional Porphyry Targets

Beyond the Hank Porphyry Target, the Company will conduct first-pass discovery drilling at the Turquoise and Rainbow targets, along with additional regional prospects. This initiative is focused on identifying large-tonnage porphyry systems across the full breadth of the Company’s multi-district-scale land package — providing multiple opportunities for new discovery.
If you have questions for Dustin regarding Kingfisher Metals, then please email us at either [email protected] or [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, and companies profiled may be sponsors of the KE Report.
24 min
May 07Firefox Gold - Mustajärvi Drilling Update: Results From The East & Northeast Zones Plus New Targets Project Wide
In this Company Update, I chat with Patrick Highsmith, Chairman and Co-Founder of Firefox Gold (TSXV: FFOX | OTCQB: FFOXF | FSE: FIY), to discuss the latest assay results from the Mustajärvi Project in Finland. This interview breaks down the recently reported drill holes from the 2025 and 2026 programs, highlighting the expansion of known gold zones and the testing of new exploration targets.
Key discussion points include:
Expanding the Northeast Zone: Patrick details the significance of hole 26MJ005, which returned a high-grade intercept (11.0 metres at 4.9 g/t gold) and suggests the zone is growing into a more substantial mineralized body at depth.
Exploring the "Gap Zone": The team is now targeting the undrilled area between the East and Northeast zones.
Regional Exploration Progress: An overview of the 2025 drill holes from the West and Gabbro targets.
2026 Resource Estimate Strategy: Insights into the upcoming work program, including the potential addition of a second drill rig to accelerate the path toward a maiden mineral resource estimate later this year.

Any further questions for Patrick? Email me at [email protected].

Click here to visit the FireFox Gold website to learn more about the Company.
https://www.firefoxgold.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.
17 min
May 07District Metals - Strategic $10M Financing and "Deposit of National Interest" Designations in Sweden
In this Company Update, we are joined by Garrett Ainsworth, President and CEO of District Metals (TSXV: DMX | OTCQB: DMXCF | Nasdaq First North: DMX). Garrett the company’s recent $10million financing and the recent announcement regarding the Geological Survey of Sweden (SGU) designating the Häggån Alum Shale Deposit as a Deposit of National Interest.
Key Discussion Points:
Strategic $10M Financing: Garrett explains the decision to raise capital now, despite a strong treasury, and how this "no-warrant" financing protects the company against market volatility.
National Interest Designations: A look at the Geological Survey of Sweden’s (SGU) proposal to designate the neighboring Häggån deposit as a "Deposit of National Interest" and what this potentially means for District’s Viken property.
Upcoming Milestones at Viken: An overview of the upcoming Preliminary Economic Assessment (PEA) and Economic Impact Study, alongside plans for summer drill programs and airborne surveys across their Alum Shale and polymetallic properties.

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/

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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.
10 min
May 07Great Pacific Gold - Testing the High-Grade Core and Beyond at the Wild Dog Project
In this Company Update, we are joined by Greg McCunn, President and CEO of Great Pacific Gold (TSX.V: GPAC | OTCQX: GPGCF), to discuss the latest exploration developments at the Wild Dog property in Papua New Guinea. Following the release of results from Hole 5, Greg provides essential context on the geological structures being uncovered and what the upcoming drill program signals for the Kavasuki area and beyond.
Key Discussion Points:
Analysis of Hole 5 Results: An exploration of the recent drill data and how the identified lower-grade halo relates to the high-grade hits seen in previous holes.
Identifying the Fault Offset: Understanding the geological fault that has shifted the mineralized structure and how the company is using Hole 6 and Hole 7 to track the high-grade core.
The Kavasuki Expansion Plan: Details on the further 900 meters of drilling designed to test the strike length and depth of the Kavasuki system.
High-Priority Regional Targets: A look ahead at upcoming work on the Morgan, Mangmut, and Magiabie veins as part of the broader Wild Dog corridor strategy.
Projected Exploration Timeline: Greg outlines the drilling schedule for the remainder of 2026, including the status of the blue-sky potential at Kasie Ridge.

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

Click here to visit the Great Pacific Gold website - https://gpacgold.com/

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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.
16 min
May 06Headwater Gold - Exploration Update, Nevada: Highest Gold Grades To Date At TJ Project, Expanded Land Package, New Gold Project Added To Portfolio
In this Company Update, we sit down with Caleb Stroup, President and CEO of Headwater Gold (CSE: HWG | OTCQX: HWAUF), to discuss the latest exploration milestones from their Nevada portfolio. The conversation focuses on the high-grade results coming out of the TJ Project and the company’s strategy for scaling its district-scale assets.
Interview Highlights
High-Grade Gold at TJ: Caleb breaks down the significance of hitting the highest gold grades encountered to date at the TJ Project and what the increasing vein widths at depth suggest about the system.
Strategic Land Expansion: Following the success of the first drill program, the company has increased its land position by 88% to capture the full potential of the epithermal system.
New Acquisition at Jupiter: An overview of the newly staked Jupiter Project in the Walker Lane belt, featuring a massive five-by-eight kilometer alteration footprint.
The Hybrid Exploration Model: Insight into how Headwater manages a dozen high-quality projects, balancing 100%-owned assets with major earn-in agreements funded by industry giants like OceanaGold and Newmont.
Future Catalyst Pipeline: A look ahead at the upcoming geophysical surveys and drilling plans designed to refine targets across their newly expanded Nevada footprint.

Please email your questions for Caleb to us at [email protected] and [email protected].

Click here to visit the Headwater Gold website to read over the recent news - https://headwatergold.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.
15 min

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