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Doc Jones, private activist resource investor and influencer on Ceo.ca and X/Twitter, joins us for his outlook on the precious metals, base metals, and energy sector and how he is positioned in select stocks within his portfolio.
We start off getting the key macroeconomic factors that him more muted on outsized upside in both gold and silver, after such a big run in the precious metals related stocks so far this year, and really over the last few years. He points out that over the last 3 years that many of the quality PM producers are up 5x-10x or more, and that he had some developers up as much as 15x, so it was prudent to start harvesting gains and raising cash to deploy in other commodities and opportunities that hadn’t run as much.
With regards to the base metals companies, Doc Jones points out that a lot of the polymetallic deposits still have considerable exposure to gold, silver, platinum, and palladium as valuable co-credits. He mentions the rationale for his long-standing interest and key portfolio positions in Emerita Resources (TSX.V: EMO) (OTCQB: EMOTF) and Magna Mining (TSX.V: NICU) (OTCQB: MGMNF); which both have exposure and leverage to a blend of critical minerals and precious metals. He also highlights a new portfolio position, Canadian Copper (CSE: CCI), which also has a solid mix of exposure to both industrial metals and PMs.
Wrapping up we shifted over to traditional energy getting his outlook on both oil and natural gas, but why he is favoring investing in Canadian heavy oil sands projects and natural gas projects. He goes on to extol the benefits of picking up quality energy stocks that pay investors good dividends while they are waiting for fundamental company catalysts and higher future energy prices. Doc Jones highlights Cardinal Energy Ltd. (TSX: CJ) as one example of such a company that he is positioned in.
*In full disclosure, Doc Jones holds a position in these companies discussed at the time of this recording, but is not compensated by any company to market them. These are simply his views and opinions as to why he likes investing in them, but this is not investment advice.
Click here to follow Doc Jones on Ceo.ca
Click here to follow Doc Jones on X/Twitter
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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 decision
In this KE Report company update, I chat with Mike Spreadborough, Executive Co‑Chairman, and Kas De Luca, General Manager of Exploration at Novo Resources (TSX: NVO - OTCQB: NSRPF - ASX:NVO ) for an in-depth exploration overview from three key Australian projects - Teichman, Sherlock Crossing, and Tibooburra - highlighting strong gold and antimony results and outlining next steps for 2026 fieldwork.
Key Discussion Points:
Please email me with any follow up questions for Mike and the team at Novo Resources. My email address is [email protected].
Click here to visit the Novo Resources website to learn more about all the projects and exploration programs.
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Terry Lynch, CEO of Power Metallic Mines (TSX.V: PNPN) (OTCBB: PNPNF) (Frankfurt: IVV), joins us for a comprehensive exploration update from their fully funded 100,000-meter drill program at the polymetallic NISK Project in Quebec. We discuss some of the key acquisitions made earlier this year expanding the land package around the NISK Project, as well as their new Jabal Baudan claims over in Saudi Arabia.
Key Highlights from the Interview:
* In full disclosure, Shad is a shareholder of Power Metallic Mines at the time of this recording and may choose to buy or sell shares at any time.
Click here to follow the latest news from Power Metallic Mines
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 Veteran’s Day/Remembrance Day edition of the KE Report, we’re joined by Jim Tassoni, CEO of Armor Wealth Strategies, to discuss current market momentum, tactical trading strategies, and where he’s seeing opportunity amid a broad market pause.
Key Discussion Highlights:
Stock & ETF Mentions:
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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In this KE Report Company Update, I chat with Mike Burke, Director and VP of Corporate Development at Sitka Gold Corp. (TSX.V:SIG - OTCQB:SITKF - FSE:1RF) to discuss the latest drill results from the Rhosgobel Zone and the company’s recent >$30 million financing to accelerate growth at the RC Gold Project in Yukon.
Key Discussion Highlights:
If you have any follow up questions for Mike please email me at [email protected].
Click here visit the Sitka Gold website to learn more about the Company
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Erik Wetterling, Founder and Editor of The Hedgeless Horseman website, joins us to review the news out today about Silver Tiger Metals receiving their open-pit permit from Mexico and what that may now unlock as far as valuation and what it means to other developers in Mexico. We also review an interesting value arbitrage between the fundamental exploration news and the warrant expiration effect in the share price of Altamira Gold.
Silver Tiger Metals Inc. (TSXV:SLVR)(OTCQX:SLVTF) announced on November 7th that it has secured all of the required approvals and permits from the Mexican Federal Environmental Department ("SEMARNAT") to construct the El Tigre Stockwork Silver-Gold Project in Sonora, Mexico. With all approvals for the Project now granted, Silver Tiger is now ready to advance the Project towards construction.
We discussed how other precious metals development projects in Mexico like Sonoro Gold Corp. (TSXV: SGO) (OTCQB: SMOFF) and GoGold Resources Inc. (TSX: GGD) (OTCQX: GLGDF) that were also moving higher today in sympathy on this permitting news. Additionally, we outlined how important it is to have a solid team with the proper experience building mines like these teams have to move their projects forward after they get the permit approvals.
On November 3, 2025, Altamira Gold Corp. (TSXV: ALTA) (OTCQB: EQTRF) announced the mobilization of a second diamond drill rig to its Cajueiro gold district, Brazil. The additional drill rig will focus on the Central Resource Area and several of the porphyry targets defined in the last 12 months within the broader Cajueiro district, complementing ongoing drilling at the Maria Bonita gold resource.
Then on November 7th Altamira Gold announced announced that the Company had raised $6,284,820 since September 1, 2025 as a result of the exercise of 31,292,400 share purchase warrants and 131,700 broker's warrants (the "Warrants"). The Warrants each had an exercise price of $0.20, and were issued on November 6, 2023 in connection with the Company's non-brokered private placement. The Warrants expired on November 6, 2025.
* In full disclosure, the 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. Additionally, Shad holds a position in Magna Mining at the time of this recording.
Click here to visit Erik’s site – The Hedgeless Horseman
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.
Elaine Ellingham, President and CEO of Omai Gold Mines (TSX.V: OMG) (OTCQB: OMGGF), joined me live at the New Orleans Investment Conference last week on November 4th, for a comprehensive exploration update expanding upon the updated Resource Estimate of 6.5 million ounces of gold in all categories, from the combined Wenot and Gilt Creek Projects at the Company’s 100%-owned Omai Gold Project in Guyana, South America.
The Omai Property hosts two orogenic gold deposits: the shear-hosted Wenot Deposit and the adjacent intrusive-hosted Gilt Creek Deposit, with a combined updated MRE of:
Multiple drills are still turning with 64 drill holes that have been completed to date this year on the Omai property; totaling 30,297 meters of the targeted 40,000 meters from the current exploration program. All these coming drill assays will then factor into updated project Resource Estimate that will be incorporated into the upcoming Preliminary Economic Assessment (PEA) in Q1 of 2026.
This updated Preliminary Economic Assessment will be building upon the prior PEA that was released in 2024, which was only on 45% of the mineral inventory focused on the open-pit at Wenot. That prior PEA did not yet include rest of the resources there at Wenot, nor did it include the underground project economics Gilt Creek. The updated PEA slated for early next year will be much more advanced and will factor in the combined economics of the open-pit at Wenot, and the underground at Gilt Creek, representing the value proposition of the total project more accurately.
Elaine also highlighted some recent regional drilling completed at two near-surface exploration targets that were identified from trenching, geophysics and historical data. Assays are reported for 11 drill holes totalling 2,615m with 6 holes on the BBH target and 5 holes from the Camp Zone.
Highlights from the recent exploration holes include:
BBH Target
Camp Zone Target
Next we reviewed the status on the very long hole, over 2,000 meters in length, that was drilled through the underground deposit at Gilt Creek over into the area deep under the Wenot deposit, where the geological thesis is that there could also be deep sheer resources well below the known mineralization. We discuss how this hole did finally encounter ~260 meters of sheer mineralization at depth, proving the thesis, but that the hole was still being processed at the assay lab.
Wrapping up we discussed the metallurgical testing, permitting process, and other derisking work on the Project, gathering data to be utilized in the upcoming PEA.
If you have any questions for Elaine regarding Omai Gold Mines, then please email those to me at [email protected].
Click here to see the latest news from Omai Gold Mines.
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 KE Report Daily Editorial, we chat with Craig Hemke, Founder and Editor of TF Metals Report, about the strong rebound in metals and markets following news of the U.S. government reopening and growing investor optimism.
Key Discussion Highlights:
Click here to visit Craig’s website - TF Metals Report
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For more market commentary & interview summaries, subscribe to our Substacks:
Investment disclaimer:
In this KE Report Daily Editorial, we’re joined by TG Watkins, Director of Stocks at Simpler Trading and Editor of the Profit Pilot, to break down the broad market rebound following the U.S. government shutdown and where traders should look for confirmation of lasting strength.
Key Discussion Highlights:
Click here to visit TG’s site - Profit Pilot - https://www.profit-pilot.com/
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For more market commentary & interview summaries, subscribe to our Substacks:
Investment disclaimer:
In this KE Report Company Introduction, host Corey Fleck chats with Sean Kearney, CEO of UberDoc, a private healthcare tech company preparing to go public on the Canadian Securities Exchange under the symbol UBDR. Founded by Dr. Paula Muto, UberDoc connects patients directly with specialists.
Key Discussion Highlights:
Click here to visit the UberDoc website to learn more about the technology
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