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In this episode, we sit down with Wendell Zerb, Chairman and CEO of Red Canyon Resources (CSE: REDC | OTCQB: REDRF), to discuss the company’s exploration roadmap for 2026. Wendell breaks down the recently announced drill program at the Inzana Project, specifically focusing on the Osiris Project. Red Canyon is positioned to follow up on historical intercepts that suggest they are on the doorstep of a major discovery.
If you have any follow up questions for Wendell please me at [email protected].
Click here to visit the Red Canyon website - https://www.redcanyonresources.com
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John Miniotis, President and CEO, and Dave O’Connor, Chief Geologist of AbraSilver Resource Corp (TSX: ABRA) (OTCQX: ABBRF), join me to review the final silver and gold assay results from drill holes completed as part of the Phase V diamond drilling program at its wholly-owned Diablillos project in Salta Province, Argentina. We discuss how these drill results will be incorporated into the upcoming Mineral Resource estimate (“MRE”), underpinning the Company’s Definitive Feasibility Study (“DFS”), which continues to remain on track for completion in Q2/2026.
This Phase V drill program has been mostly focused on the Oculto East and JAC zones at their wholly-owned Diablillos property and the final holes demonstrated that JAC is not closed off and yielded more high-grade intercepts:
We review how these results continue to expand oxide-hosted silver and gold mineralization to the southwest, along the corridor between JAC and Oculto. Dave points out that prior results in this program also expanded mineralization to the east of the Oculto deposit, extending the high-grade gold zone and highlighting the continued strong exploration upside potential across the Diablillos system.
The exploration team now believes these higher-grade gold intercepts are just the top of a porphyry deposit at depth, and pointed to the deeper hole targeting a different porphyry target at Cerro Viejo. Additionally, we circle back to the Sombra target identified in the Phase IV drill program last year, and how it is possible that there is a parallel trend that could extend from Sombra up to Oculto East, and that more drilling will focus on that thesis in the Phase VI drill program to come.
John takes us through the busy year the company has in front of them due to a series of upcoming catalysts all the way though the end of 2026. The drilling data from Phase V will be compiled into an updated Resource Estimate that will come out in parallel with their Definitive Feasibility Study due out in the 2nd quarter of 2026.
Additionally, the Company is waiting on their EIA permits and RIGI approval, which will be the triggers for a decision to begin construction next year. John reiterates why the RIGI laws in Argentina are so economically advantageous to the Company, relaxing currency controls, reducing export duties to 0% over a couple years, and reducing taxation to 25% over a 30-year stability period.
Wrapping up John unpacks why all these catalysts will provide opportunities for the company to rerate higher, and he highlights the current valuation has the company is receiving, which is more in line with silver trading in the low $20s; which is stark contrast to spot silver prices trading well north of $100 an ounce.
If you have any follow up questions for John regarding at AbraSilver, then please email them into me at [email protected].
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.
Mark Brennan, Founder, CEO, and Director of Cerrado Gold Inc (TSX.V: CERT) (OTCQX: CRDOF), joins me to review their Q4 2025 financial and operational metrics at the producing Minera Don Nicolas (MDN) gold mine in Argentina. We discuss the aggressive 70,000 meter exploration program on tap for MDN into 2026, review the permitting process at the Lagoa Salgada VMS Project in Portugal and the key development catalysts on tap at the Mont Sorcier Iron-Vanadium project in Quebec.
Q4 2025 Financial Highlights
Mark and I review their Minera Don Nicolas producing gold project in Argentina, and the combination of heap leach and underground gold equivalent ounce production for the quarter. With improved crushing for the quantity of ore being put on the leach pads and the contribution of new higher-grade areas from the underground mining running through the CIL plant, this will help reduce down unit costs moving into 2026. There is an ongoing 70,000 meter drill program that will be looking to extend mine life in a substantial way and find new high-grade areas.
Next we unpacked the discuss the purported unfavourable opinion of the environmental impact assessment (EIA) for the Lago Salgada VMS Project in Portugal. This ‘unfavourable opinion’ was issued after expiry of statutory deadline under Portuguese EIA legislation. The Company maintains its position that the project has been tacitly approved. Mark reiterated that the purported unfavorable opinion was issued despite the project being the first mining project in Portuguese history to receive unanimous favourable opinion for the Project by all 14 entities that make up the Technical Evaluation Committee. The Company is working on a resolution and will update the market when it has more information.
Moving on to the Mont Sorcier Iron Project in Quebec, there are workstreams feeding into a Bankable Feasibility Study slated for Q2 of 2026. Recent metallurgical test work has reaffirmed the potential to produce high-grade and high-purity iron concentrate grading in excess of 67% iron with silica and alumina content below 2.3%, which gets a premium in the iron marketplace. The NPV(8%) of the is project in the prior PEA was US$1.6Billion, so even at a very low multiple being applied to this Project, it more than underpins the current market cap that the company is currently receiving, and yet the market cap doesn’t even fully reflect the gold production asset.
We wrap up discussing the underappreciated valuation that the company is receiving for the producing MDN mine in Argentina when compared to peer gold producers with even lower production numbers. Then, when that undervaluation is viewed in combination with the value proposition from the ongoing derisking work at the Mont Sorcier, then it is clear the market hasn’t been ascribed any value to that project at present; presenting a compelling rerating potential as the Feasibility Study clarifies the project economics.
If you have questions for Mark regarding Cerrado Gold, then please email those to me at [email protected].
Click here to see the latest news from Cerrado Gold.
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 company update, I chat with with Bryan Atkinson, Senior Vice President of Exploration at Fury Gold Mines (TSX: FURY | NYSE American: FURY). The conversation dives deep into the strategic evolution of the company as it shifts from a pure exploration play toward becoming a developer in the prolific James Bay region of Quebec. Bryan highlights the transformative appointment of mining veteran Phil Baker to the Board of Directors and explains how Baker’s extensive experience building mines in Northern Quebec will be the catalyst for advancing the Eau Claire Project.
If you have any follow up questions for Tim or Bryan please email me at [email protected].
Click here to visit the Fury Gold Mines website to learn more about the Company and read over the recent news - https://furygoldmines.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, I’m joined by Simon Dyakowski, President and CEO of Aztec Minerals (TSX-V: AZT, OTCQB: AZZTF), to discuss the latest high-grade drill results from the Tombstone Project. Following the recent news release on January 27th, Simon breaks down the significance of the Southern Extension and why the project is now evolving into one continuous, large-scale mineralized system over 1KM.
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:
In this episode, we sit down with David Stein, President and CEO of Kuya Silver (CSE: KUYA | OTCQB: KUYAF | FRA: 6MR1), to discuss a transformative milestone for the Company. Following a significant CAD $25.5 million capital raise, Kuya Silver has announced a Letter of Intent (LOI) to acquire the very processing plant currently treating ore from their Bethania Silver Mine in Peru.
If you have any follow-up questions for David, please email me at [email protected].
Click here to visit the Kuya Silver website – https://kuyasilver.com/
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For more market commentary & interview summaries, subscribe to our Substacks:
In this episode of the KE Report, I sit down with Darrell Fletcher, Managing Director of Commodities at Bannockburn Capital Markets, to break down a historic start to 2026. Recorded on January 27th amidst extreme market swings, the discussion explores why typical fundamental drivers are being overshadowed by massive momentum shifts and unprecedented weather events.
Click here to learn more about Bannockburn Capital Markets - https://www.bannockburnglobal.com/
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Akiba Leisman, President and CEO of Mako Mining (TSX.V:MKO – OTCQX:MAKOF), joins me for a comprehensive review of all 4 company Projects, on an operational, developmental and exploration perspective. The Company operates the high-grade San Albino gold mine in Nueva Segovia, Nicaragua. Mako owns the Moss Mine in Arizona, an open pit gold mine in northwestern Arizona, which is ramping up into commercial production. Mako now controls the permitted development-stage Mt. Hamilton Gold-Silver Project located in White Pine County, Nevada, USA. Mako also holds a 100% interest in the development-stage Eagle Mountain Project in Guyana, South America.
Initially we review the San Albino Q4 operations and preliminary financial results for the company. San Albino ranks as one of the highest-grade open pit gold mines globally and this is translating over to great revenues in light of the higher metals prices. Akiba pointed out that Q4 was the strongest quarter of the year, and that December was the strongest month operationally thus far. Additionally, we discuss all the district-scale exploration potential and multiple drill rigs turning around the mine and across the land concession.
Q4 2025 San Albino Operational Highlights
Q4 2025 Mako Financial Highlights
We spent some time unpacking the ramp-up of production at the Moss Mine, in Arizona; where Akiba reviewed some of the historic operational bottlenecks and site layout challenges that their team has overcome or has a process in place to address with regards to coming permits. As higher-grade portions of the mine are accessed, it will keep bringing costs down and improving output as the year progresses.
The Mt. Hamilton Project has all major state and federal permits to allow construction of an open pit, heap leach gold-silver project, and has a current mineral resource estimate with an effective date of September 23, 2025. We discuss the related-party transaction involving Sailfish Royalty Corp, some of the ongoing ‘pre-construction’ work, which is setting them up for full-on ‘construction’ work this April, with an eye to first production in Q2 2027.
Additionally, we discussed the 2nd layer of mineralization and value proposition of the Mt Hamilton Project, which also hosts a tungsten/copper/molybdenum target, located below and is independent of the gold and silver Mt. Hamilton MRE. This tungsten target has been defined by over 100,000 ft of historical exploration drilling, and may animate the US government to assist with future development.
Wrapping up, we delve into the next key steps for permitting and development work at the Eagle Mountain Gold Project in Guyana along with the resource size, low capex intensity, and impressive production profile of around 60,000 ounces per year. This will be a 2-phase development process, starting in the Saprolite mineralization for the first 3-4 years, and is set to be in construction in late 2027 and in production by H2 of 2028.
If you have any further questions for Akiba regarding Mako Mining, then please email them into me at [email protected].
Click here for a summary of the recent news out of Mako Mining.
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.
Roger Rosmus, Founder, CEO, & Director of Goliath Resources (TSX.V: GOT) (OTCQB: GOTRF), joins us live from the AME Roundup to highlight the positive investor sentiment after attending 3 back-to-back Vancouver resource conferences. Additionally, we dig into recent news released on the final 70 gold-only drill hole assays returned from last year’s program, the pending assays for 110 multi-element results on all the 2025 drill holes, along with a number of corporate initiatives around not doing a share consolidation, on buying back the NSR from 3% down to 2%, and on fast-tracking its ownership in the Golddigger Property located in the Golden Triangle, B.C. that hosts the high-grade Surebet gold discovery from 49% to 100%.
As part of the transaction to J2 Syndicate Holdings Ltd. to acquire 100% ownership in the Golddigger Property, that Goliath is now set to publish a Maiden Resource Estimate (MRE) on the Golddigger Property before June, 1 2030 and on every 3 year anniversary of June 1,2030 thereafter vs. the prior requirement, in the original agreement, to publish the MRE by June 1, 2027.
Wrapping up, we reviewed that in December cornerstone investors Rob McEwen and Crescat Capital increased their stakes in the company, as well as discussing the optionality that Goliath has with regards to their equity holdings of McEwen Inc shares which have essentially gone up about 3X since acquiring them. In addition to future conversion of warrants from Rob McEwen, the (MUX) shares provide the option for more capital inflows into the company treasury to fund more exploration.
If you have any questions for Roger about Goliath Resources, then please email us at [email protected] or [email protected].
Click here to follow the latest news from Goliath 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.
In this episode, I welcome back Craig Parry, Executive Chairman and CEO of Vizsla Copper (TSXV: VCU | OTCQB: VCUFF), for a comprehensive update on the company’s recently expanded copper project portfolio and 2026 exploration plans.
Please email me any follow up questions you have for Craig regarding Vizsla Copper. My email address is [email protected]
Click here to visit the Vizsla Copper website to learn more about the Company and the portfolio of projects.
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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.
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