Rauno Perttu, CEO and Chairman of Provenance Gold (CSE:PAU) (OTCQB:PVGDF), joins us for a comprehensive exploration update on the Eldorado Gold project in eastern Oregon; across both their Eldorado West and Eldorado East claim block areas.  We also get into Oregon as a mining jurisdiction and dispel some common misconceptions.

Eldorado West is where most of the historic work and modern exploration work has been completed, and it hosts a historical resource estimate of 1.98 million oz at 0.75 g/t gold, with ~22,000 meters (m) of historical drilling. On October 8th the Company announced the first step-out drilling results from the Herman Area of its Eldorado West gold project, significantly expanding the potential scale and scope of gold.

Highlights from these step-out holes:

Drill holes ED27 and ED28, the first holes completed in the newly permitted Herman Area, are located 730 meters south of recently reported hole E26; and intersected broad, pervasive intervals of strong gold mineralization from surface. These 2 holes also identified a new mineralized contact zone between the host sedimentary rocks and the diorite which is shallow-dipping, laterally extensive, and projects south, west, and northwest of ED27 and ED28.  The company will continue stepping out in future drilling to test the limits of the system before then working on validating and expanding the historic resources.

Eldorado East now includes the recently acquired 5,867 acres where there is ground-work, sampling, and drill permitting underway and is expected to be ready to drill by Spring 2026.  There are historical resource estimates at Sunday Hill with roughly 170,000 oz at 23.15 g/t gold and the Randall Mine area with roughly  50,000 oz at 8 g/t gold.

We then shift the conversation over to common investor misconceptions about mining and mineral development in eastern Oregon, and some of the permitting progress being made by other nearby companies in that part of the state with local stakeholders and the government.

Wrapping up we shift to the financial health of the company to execute on their immediate work initiatives, and how things could even be expanded more rapidly moving into next year.

The estimates mentioned within are considered to be historical in nature, should not be relied upon, and is provided only for historical context on development of the property. A Qualified Person has not completed sufficient work to classify the historical estimate as a current mineral resource, and it predates current CIM (Canadian Institute of Mining, Metallurgy and Petroleum) categories. Provenance is not treating the historical estimate as a current mineral resource or reserve. Significant data compilation, redrilling, resampling and data verification will be required by a qualified person before the historical estimate can be classified as a current resource.

If you have any follow up questions for Rauno about Provenance Gold, then please email us at [email protected] or [email protected].

Click here to follow the news at Provenance Gold

In this Daily Editorial, we are joined by Jim Tassoni, CEO of Armored Wealth Strategies, for his monthly trader’s perspective. Jim is a momentum trader, and this month’s discussion focuses on the broad commodity rally - from gold and silver’s powerful uptrends to renewed strength in copper and uranium - as well as why energy markets remain laggards.

We cover:

Stock & ETF Symbols Mentioned:

Click here to visit the Armor Wealth Strategies website to keep up to date with Jim and what he’s trading.

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Erik Wetterling, Founder and Editor of The Hedgeless Horseman website, joins me to recap the Nordic Funds and Mines conference last week in Stockholm, Sweden and some of the resource companies that stuck out to him with attractive catalysts on tap to build future value.

We start off discussing the key takeaways from the conference with regards to the quality of the event, the various metals in focus, investor sentiment, and some of the silver and gold companies where he sees an attractive value proposition.

Erik highlights a precious metals producer with expansion potential and an antimony credit, a PM developer with a potential permitting catalyst along with exploration upside, and true grassroots exploration story in the Golden Triangle, funded for a compelling drill program next exploration season.

 >> The companies we discuss in this interview are:

Click here to follow Erik’s analysis over at The Hedgeless Horseman website

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We’re joined by TG Watkins, Director of Stocks at Simpler Trading and editor of Profit Pilot, for a breakdown of Monday’s sharp market rebound following Friday’s China-driven selloff. TG shares how his Moxie Indicator helped flag the correction in advance, why volatility was flashing warnings, and how he’s now positioning into the next phase of this bull market.

Key topics discussed:

Stocks / ETFs Mentioned:

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This weekend’s KE Report dives deep into the gold market’s extraordinary run through the eyes of generalist investors and traders. We explore what’s driving the bull market in PMs and trading strategies for those invested in the metals and equities.

Chief Investment Officer Peter Boockvar explains why gold’s move isn’t a “fear trade” but part of a global currency realignment, while fund manager Dana Lyons breaks down how to manage profits, hedge risk, and identify the next sectors poised to lead.

Segments

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!

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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 may own shares in companies mentioned.

In this Daily Editorial (Fri, Oct 10), Marc Chandler, Managing Partner at Bannockburn Global Forex and editor of Marc to Market, unpacks China’s post-holiday policy salvo and what it means for markets, AI supply chains, and resource equities. We cover how export restrictions on rare earths and processing tech, new EV battery curbs, and port levies on U.S. ships raise the stakes - and why the U.S. response could entrench a longer, messier standoff.

MP Materials (MP) • Energy Fuels (UUUU) • Trilogy Metals (TMQ.TO) 

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Alex Langer, President and CEO of Sierra Madre Gold And Silver (TSXV: SM) (OTCQX: SMDRF), joins me to  review the details of a planned two-stage expansion at its La Guitarra silver-gold mine complex located in Estado de Mexico, Mexico.  Additionally, production is ramping up at the higher-grade Coloso mining center, where dewatering and underground development are underway.  Mining has also just commenced at the Nazareno Mine, and ties into the overall expansion plans at the overall La Guitarra mining complex.

Alex discussed how the recent C$19.5 million financing is being deployed in part to purchase additional equipment and implement improvements at the mine to reduce costs and increase production grades and volumes in the near-term. These planned expansions would increase the site's nameplate processing capacity by 50% to a range of 750 dry tonnes per day ("tpd") to 800 tpd by Q2 2026. The site is currently operating at a rate of 500 tpd. This first expansion would involve the construction of a paste fill and thickener plant, the addition of a fourth ball mill and second cone crusher as well as an increase in the conveyor circuit's material handling capacity.

Subsequently, construction of a new, fully permitted, Dry Stack Tailings Storage Facility and addition of a second crushing circuit would increase processing capacity to a range of 1,200 tpd to 1,500 tpd by Q3 2027. The Company currently has access to the capital to complete these expansions, which we anticipate funding from the Company's treasury and cash flow, eliminating the need for further near-term capital raises.

We get into the higher-grade ore which will be sourced from both the Coloso and Nazareno Mines to augment the material from the La Guitarra Mine, and the ramping up of this blended material will raise the grades and recoveries of gold and silver, as well as start lowering costs over the next few quarters.

Wrapping up we discuss the preparations and early targeting work underway to engage in a significant exploration program at the East District concessions, which will include a drill program of over 25,000 meters.  The property hosts 8 different past-producing mines, with the first 2 priorities being to explore around the El Rincon and Mina de Agua mines.  

If you have any questions for Alex regarding Sierra Madre Gold and Silver, then please email them to me at either [email protected].

Click here to follow along with the latest news from Sierra Madre Gold & Silver

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.

In this KE Report Daily Editorial, we’re joined by Joel Elconin, Co-Host of the PreMarket Prep Show and Founder of the Stock Trader Network, to discuss market dynamics amid the ongoing U.S. government shutdown and missing economic data.

With key reports like jobs and inflation delayed, Joel outlines what’s driving markets in the meantime and what could shift sentiment once data resumes.

Key Discussion Highlights:

Stocks / symbols mentioned:

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Recorded on October 7th, 2025:   Sean Brodrick, Editor of Wealth Megatrends and contributing analyst to Weiss Ratings Daily, joins us to outline why he still remains bullish and holding positions in gold, rare earths, antimony, uranium, and oil stocks.

Gold is now above $4,000 and we’ve started to see a little profit taking in the gold equities this week, and many technical indicators point to the sector starting to get overbought. Despite the many calls for a pullback, we point out that with so many people waiting on the sidelines to buy any dips, that there may not be as big of a protracted or deep correction as many have been waiting for.  Sean has been holding most of his PM positions for some time, but added a few new gold names right after attending the Precious Metals Summit in Beaver Creek in early September. While he’s up nicely in those with his subscribers, he wishes he’d have kept buying even more throughout last month as they’ve continued to ratchet even higher here into the early part of October.

Next we got into the blistering rally higher that we’ve seen in some of the rare earth stocks on the back of Chinese export bans sending prices skyrocketing, and with the US government bringing more attention to the downstream processors with a strategic investment into MP Materials Corp. (NYSE: MP). This has really ignited a further boom in the sector where Sean wants to be invested with companies like Energy Fuels Inc. (NYSE American: UUUU); (TSX: EFR), a U.S. producer of rare earth element oxides from their mineral sands projects, and USA Rare Earth, Inc. (Nasdaq: USAR), that have a compelling development project and domestic mine-to-magnet supply chain approach that may be able to attract some of those government funds earmarked for this sector.

This brought up a larger discussion on positioning in the critical minerals sector, where another metal of focus for Sean has been in antimony.  He’s got some exposure through gold companies with antimony credits, but also mentioned United States Antimony Corp (NYSE:UAMY) as a stock that has been a big winner for him and his subscribers.   US Antimony is another company that has received government funds for development of domestic critical minerals projects. 

The trends higher in nuclear and uranium stocks have been another sector that Sean has been exposed to for some time, and that he feels still has a lot of potential to keep moving higher.  With regards to the uranium stocks, he is positioned in US and Canadian producers and developers, including Energy Fuels that was aforementioned.   When discussing a company we met with at the PM Summit in Beaver Creek, enCore Energy Corp. (NASDAQ: EU) (TSXV: EU), it brought the discussion to the potential for US producers to be consolidated, and if most of them were rolled into a larger entity if it would qualify as a monopoly.    Sean is not as animated by uranium exploration companies until we see significantly higher prices, because there has already been plenty of uranium delineated by exploration work in past cycles that is still in the ground.  

 Wrapping up we shifted over to traditional energy with the oil and gas stocks, where Sean is considering selling some of them, to put more focus on the critical minerals sector, but is still going to keep holding some of the better oil producers that pay him to wait with solid dividends. We consider whether this could be a contrarian area to follow more closely in the commodities sector.

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

Click here to learn more about Resource Trader

Click here to find out about registering to see Sean at the Orlando Money Show

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Fresh off another record-breaking week for precious metals, Cory Fleck and Shad Marquitz dive into the numbers behind this historic rally and what it means for valuations, exploration plays, and investor strategy going forward.

Historic run: Gold has surged past $4,000/oz, rising seven straight weeks and up nearly 20% since late September. GDX and GDXJ have both outperformed gold, up over 120–140% YTD, while silver has gained roughly 50% in the last four months.

Valuation discipline: With miners flying, Cory and Shad unpack how to assess value at these levels - using economic studies, considering NPV sensitivity, realistic spot price assumptions, and peer comps by deposit size and jurisdiction. They also flag red flags in “financial engineering” where low CapEx hides high sustaining costs.

Exploration risk & reward: Exploration money is flowing again, but investors should stay selective. In today’s bull market, 300–400 gram-meter hits are the new standout threshold. Companies chasing multiple targets have the best odds of a true new discovery win.

M&A reality: Global deal value is up 15% this year to $1.1T, but mining takeovers remain concentrated among majors and mid-tiers. Not every junior will be bought - teams that can build mines should outperform those just waiting for takeouts.

Portfolio strategy: After nine straight up weeks for GDX, Cory and Shad emphasize taking partial profits, managing concentration, and rotating some gains into other resource sectors. Trim into strength - and always have a plan beyond “waiting for a buyout.”

Stocks / ETFs mentioned:

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