The KE Report

The KE Report provides exclusive interviews with fund managers, newsletter writers, technical and fundamental analysts along with sub $10 billion market cap stocks. Interviews are published daily to help investors navigate the markets.

Episodes

16 minutes ago

24 min

Sue Riddell Rose, President and CEO, and Ryan Shay, CFO, of Rubellite Energy Corp. (TSX: RBY) (OTC: RUBLF), join us for an exclusive introduction to this growth-oriented heavy oil producer in South Clearwater and the Mannville Stack in Eastern Alberta.  We review their Q2 operations and financials, as well as a key disposition of the East Edson natural gas assets.
 
This morning, on September 8, 2026, the Company announced that it sold its 50% non-operated working interest in the East Edson natural gas assets in West Central Alberta to the third-party operator of the East Edson Assets for total consideration of $67.0 million, satisfied through the delivery by the Purchaser to Rubellite of 2.083 million freely tradeable common shares of Topaz Energy Corp. (TSX: TPZ).
 
Sue outlined that this sale of the East Edson property transitions Rubellite back to a pure play heavy oil company, sharpening their focus on the multi-lateral horizontal development of their Clearwater and Mannville stack assets where Rubellite's technical expertise drives top-tier netbacks and capital efficiencies.
 
Ryan highlighted how there could be great reductions in decline rates, and improving production metrics, as they are engaged with pilot testing of utilizing water floods on many existing assets.  There have been a few operators in the Clearwater formation that have seen a large boost to their production and valuations as a result of executing on a water flood strategy.
 
Q2 OPERATIONAL HIGHLIGHTS:
 
Total sales production: Despite very challenging spring weather conditions, Rubellite averaged total sales production of 13,406 boe/d in the second quarter of 2026 (67% heavy oil and natural gas liquids ("NGL")), exceeding the top end of the quarterly guidance range of 13,300 to 13,400 boe/d.
Heavy oil sales production: Averaged 8,534 bbl/d in the second quarter of 2026, just outside of the quarterly guidance range of 8,550 to 8,650 bbl/d.
Exploration and development spending: Spent $41.0 million in the second quarter, within the guided range of $39.0 to $41.0 million. Second quarter spending included the drilling and completion of 9 net primary open hole multi-lateral ("OHML") Clearwater development wells and 2 net polymer pilot producer-injector pair at Figure Lake; 1 (0.5 net) OHML Waseca South development well, 2 (1.5 net) OHML Waseca North development wells and 2 (1.5 net) GP wells at Frog Lake.
Land and geological and geophysical spending: Spent $2.5 million on land to capture acreage in core areas and for exploration prospects and $0.2 million on geological and geophysical activities related to special core testing to inform enhanced oil recovery pilot work and various data seismic purchases. 
Asset swap: On June 30, 2026, Rubellite completed an asset swap transaction that doubled the Company's working interest in its Marten Hills Clearwater assets from 30% to 60%, in exchange for certain non-core undeveloped lands at Dawson and cash consideration of $0.8 million. The incremental 30% working interest represents approximately 191 bbl/d of heavy oil sales production based on second quarter 2026 average rates, which will be reflected in the Company's production volumes beginning in the third quarter of 2026.
Abandonment and reclamation: Spent $0.1 million on decommissioning, abandonment and reclamation activities and received three reclamation certificates from the Alberta Energy Regulator ("AER") in the quarter, bringing the total to four in 2026.
 
Q2 FINANCIAL HIGHLIGHTS
 
Adjusted funds flow: $35.2 million ($0.38 per share) in the second quarter of 2026, an increase of 6% from $33.4 million ($0.36 per share) in the first quarter of 2026.
Cash costs: $23.5 million or $19.29/boe in the second quarter of 2026
Net income: $34.1 million ($0.36 per share) in the second quarter of 2026
Net debt: $158.1 million at June 30, 2026. During the first half of 2026, Rubellite's capital expenditures, including land and other spending, of $76.5 million exceeded adjusted funds flow of $68.6 million. In addition, other obligations were settled, including a $3.8 million reduction of the other provision, $0.5 million of decommissioning expenditures, $0.8 million of cash-settled share based compensation payments and $0.8 million of cash consideration for the asset swap transaction.
Available liquidity: During the second quarter, the borrowing limit was increased to $160.0 million from $140.0 million. As at June 30, 2026, available liquidity was $62.9 million, based on the increased $160.0 million first-lien credit facility borrowing limit, less $95.7 million of bank borrowings and $1.4 million in letters of credit.
 
Click here to follow the latest news from Rubellite Energy
 
If you have any questions for Sue or Ryan, regarding Rubellite Energy, then please email those to Fleck@kereport.com or Shad@kereport.com.
 
 
For more market commentary & interview summaries, subscribe to our Substack reports:
 
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.

16 minutes ago

24 min

7 hours ago

16 min

In this Daily Editorial, we are joined by Dave Erfle, Founder and Editor of The Junior Miner Junky, to review his recent on-the-ground due diligence site visits within and close to British Columbia's Golden Triangle. Dave provides first-hand observations from touring Cassiar Gold Corp. (TSX-V: GLDC, OTCQX: CGLCF) and Scottie Resources Corp. (TSX-V: SCOT, OTCQB: SCTSF), detailing active drill campaigns and key strategic catalysts.
Cassiar Gold Project Footprint: High-level takeaways from touring the 59,000-hectare property, comparing the bulk-tonnage Taurus deposit with the high-grade optionality at Cassiar South.
Funding Discipline and Strategic Optionality: The critical balance between current cash burn and why monetizing or joint-venturing the southern ground could unlock value without heavy dilution.
Scottie Resources Operational Footprint: First-hand observations from Stewart, BC, including deepwater port access and eight active drill rigs executing an aggressive 50,000-meter program.
Project Economics and Regional Synergies: How direct-ship ore potential, bulk-sample economics, and neighboring infrastructure near the Premier mill create toll-milling or acquisition opportunities.
Comparative Junior Mining Risk Profiles: Weighing the risk/reward differences between early-stage exploration targets and near-term feasibility assets heading toward development.
 
Click here to visit the Junior Miner Junky website to learn more about Dave’s investment letter - https://www.juniorminerjunky.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.

7 hours ago

16 min

20 hours ago

19 min

Erik Wetterling, Founder and Editor of The Hedgeless Horseman website, joins me to review the value proposition that has his attention in 3 junior gold exploration stocks, that have put out compelling news in the recent past and that have key alpha growth catalysts on tap in the medium-term.
 
The companies we discussed in the interview are:
 
Sonoro Gold Corp. (TSXV: SGO | OTCQB: SMOFF | FRA: 23SP) – On September 1, 2026, the Company announced assay results from the initial 10,000 meters completed as part of an ongoing 50,000-meter drilling campaign at the Company’s flagship Cerro Caliche gold project in Sonora, Mexico.
A total of 46 reverse circulation drill holes were completed at the central-western region of the property where the Company proposes to develop an open-pit, heap leach mining operation as outlined in the technical report titled “Updated Mineral Resource Estimate and Preliminary Economic Assessment (the “PEA”) on the Cerro Caliche Gold Project,” dated December 4, 2025.
 
Delta Resources Limited (TSXV: DLTA) (OTCQB: DTARF) (FSE: 6GO1) – On September 1, 2026, the Company announced the appointment of Zach Flood and Joseph C. Milbourne to its Board of Directors.
 
Flood is an experienced geologist with a broad international background in mineral exploration across Asia, Africa, and the Americas. He co-founded Kenorland Minerals Ltd. in 2016 and has since led the Company's growth into a premier project-generation and royalty company.
 
Milbourne is a highly experienced metallurgist and mining executive with more than 50 years of experience in metallurgy, mineral processing, process engineering and technical project evaluation. Mr. Milbourne has held senior technical and operational positions with Troilus Mining Corp., Belo Sun Mining Corp., Sulliden Gold Corporation, AMEC Mining & Metals, Eldorado Gold, Cominco and other international mining organizations.
 
Altamira Gold Corp. (TSXV: ALTA) (FSE: T6UP) (OTCQB: EQTRF) – On August 25, 2026, the Company announced the results of four additional drill holes, MBA-040 to 043, which tested the western extension of the Maria Bonita gold porphyry system. Two of these drill holes returned wide intervals of gold mineralization, confirming the presence of a new mineralized early porphyry body, previously detected in hole MBA-036 (70.6m @ 0.5g/t gold); see press release dated May 12, 2026.
 
Drill hole MBA-042 intersected three intervals of gold mineralization, comprising a total of 282m downhole, including 2m @ 0.4g/tgold from surface, 45.4m @ 0.3g/t gold from 61.9m depth and 200.4m @ 0.3g/t gold from 113.2m depth
Drill hole MBA-043 intersected 5m @ 0.4g/tgold from 93m depth
 
Click here to follow Erik’s analysis over at The Hedgeless Horseman website
 
* In full disclosure, some companies mentioned by Erik in this interview, are positions held in his personal portfolio, and they may also be site sponsors of The Hedgeless Horseman website at the time of this recording.
 
 
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.
 
 

20 hours ago

19 min

24 hours ago

14 min

Stefan Sklepowicz, CEO of Kirkland Lake Discoveries (TSXV: KLDC) (OTCQB: KLKLF), joins me for an exploration update on the first two holes from the regional testing around the Mirado deposit in KL South. MZ target holes KLM26-035 and KLM26-037 successfully intersected multiple broad intervals of gold mineralization and high-grade gold. Their district-scale exploration portfolio, spanning KL West, KL East, and KL South is located in the Kirkland Lake region of Ontario’s Abitibi Greenstone Belt; one of the most prolific mining districts in the world.
 
Mineralization and alteration of these holes are consistent with the Mirado South Zone and are interpreted to be contiguous with the historical deposit.  As such, the Company has renamed the MZ Zone to “Mirado West.” These holes are part of the ongoing summer 2026 drill program at KL South Project, 18 km south of Kirkland Lake, with 19 additional holes pending.
 
Highlights
 
KLM26-037 – 1.22 g/t Au over 69.50 m from 33.00 m including 5.67 g/t Au over 12.00 m
KLM26-035 – 0.35 g/t Au over 21.18 m from 19.50 m
and 0.65 g/t Au over 15.83 m from 65.20 m
and 0.34 g/t Au over 11.23 m from 95.50 m
and 36.72 g/t Au over 1.01 m from 174.50 m
and 0.89 g/t Au over 11.60 m from 222.40 m
Mineralization and alteration are consistent with the Mirado deposit, extending mineralization more than 600 m west and bringing the lateral mineralized footprint to over 1,300 m.
19 holes pending results
Nine from Mirado North and South
Four from Mirado West
Six regional targets
 
Stefan outlined that intercepting broad, near-surface gold mineralization validates their regional targeting and significantly scales up the project, by extending the mineralized footprint to over 1,300 metres. This is demonstrating that Mirado is part of a much larger, contiguous gold system. With 19 holes still pending, including four more from this newly renamed Mirado West, the company is eagerly anticipating the rest of the summer program's results.
 
If you have any questions for Stefan about Kirkland Lake Discoveries then please email them into me at Shad@kereport.com.
 
Click here to follow the latest news from Kirkland Lake Discoveries
 
 
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.
 

24 hours ago

14 min

2 days ago

21 min

Alex Langer, President and CEO of Sierra Madre Gold And Silver (TSXV: SM) (OTCQX: SMDRF), joins me to recap the Q2 operations and financial update at the La Guitarra silver-gold mine complex in Mexico, which includes 3 producing mines:  La Guitarra, Coloso, and Nazareno.   We look ahead to the 2-phase mill expansion and upcoming increased 30,000 meters of drilling planned across the La Guitarra District.  Additionally, we discussed the path forward at the recently acquired Del Toro mining complex, and the increased drill program to 30,000+ meters of drilling at the property starting in the second half of this year.
 
Q2 2026 Highlights
 
Revenues: Silver revenues for the quarter totaled $5.0 million ($75.65 per ounce) and gold revenues totaled $4.3 million ($4,529 per ounce). Silver revenues for the quarter ended June 30, 2025 ("Q2 2025"), totaled $2.2 million ($33.36 per ounce) and gold revenues totaled $3.6 million ($3,272 per ounce).
Adjusted EBITDA of $3.5 million for the six months ended June 30, 2026 ("H1 2026") compares to $2.6 million for the six months ended June 30, 2025 ("H1 2025").
Gross Profit was $1.58 million for Q2 2026, as compared to $1.69 million for Q2 2025.
Cash from Operations: the Company generated $1.89 million of cash from operating activities in H1 2026 as compared to $1.37 million in H1 2025.
Cash and Cash Equivalents at June 30, 2026 totaled $22.2 million, with $25.0 million in working capital, compared to $13.2 million and $14.4 million at March 31, 2026, respectively.
Daily Production is now reaching up to 672 tonnes per day ("tpd"), a 34% increase over the previous level of 500 tpd.
Del Toro Acquisition: Following shareholder approval (April 28, 2026 news release) and Mexican Antitrust approval (announced May 22, 2026), the Company closed the acquisition of a 100% interest in the Del Toro silver mine, as announced on June 22, 2026. With this acquisition, Sierra Madre completed a concurrent financing for gross proceeds of CAD$57.5 million.
Geologic mapping and sampling have started at Del Toro with a re-evaluation of surveys underway and drilling expected to start in mid-2027.
East District Exploration: Following quarter-end, as released on July 14, 2026, Sierra Madre received approval to start drilling in the East District of the Guitarra complex. Target definition work is underway with drilling bids in hand for a long-hole sub-horizontal drill program planned from the Tlacotal property (a permitted area designated for mining). Drilling is expected to start in H2 2026.
First Majestic Loan Repayment: As announced on July 8, 2026, the Company has fully repaid the US$5 million non-revolving, secured term loan with First Majestic Silver.
Operational Details
Production: Ahead of the Phase I and II expansion plans, Sierra Madre selected a contractor to ramp up production from the higher-grade Coloso and Nazareno mines; contractor operations started mid-June. Sierra Madre miners and equipment are now focused on accelerating production at the Guitarra mine.
Costs: The Q2 2026 cash costs were negatively impacted by the ramp up and development work at Coloso and Nazareno, leading to a significant share of production being sourced from development drives and out-of-resource, lower grade mineralization. While adding to top-line revenues, increased commodity prices also add to our cash costs through increased royalty payments and taxes. The strengthening Mexican peso against the US dollar, inflation impacts on inputs, and rising worker pay rates also affected costs.
Recoveries: Gold and silver recoveries declined as the ongoing development work opened new mining areas and resulted in a blend of feed from three mining centres. Sierra Madre has built a metallurgical lab at the site to optimize the blending protocol.
Power Generation: In Q2 2026, power outages continued due to weather incidents, increasing costs. Sierra Madre acquired a 1,250-kilowatt ("kW") back-up diesel generator for Coloso and Nazareno (installation is underway), plus two 1,500-kW back-up diesel generators for the plant. Installation of the two Guitarra generators was completed mid-August 2026 and are expected to be fully operational in September.
Equipment: The transfer of a narrow-profile Muki jumbo drill to the Guitarra mine is expected to support development and production of narrower and higher-grade veins in the San Raphael area and of the Juliet vein. Following quarter end, the rebuild of a 0.5-yard scoop tram has reduced dilution and mining costs for the Juliet vein.
Sierra Madre also purchased two haul trucks in April, to replace rental units used in the tailings buttress program and for Coloso haulage, which are expected to lead to cost reductions. Two scoops were also acquired to support increased mining rates with the expansion.
Coloso and Nazareno: Mining restarted at the higher-grade Coloso underground mine at the end of Q1 2025 (estimated resource grades at Coloso are significantly higher in both silver and gold compared to the Guitarra mine veins[1]). In September 2025, Sierra Madre also announced the restart of mining at the Nazareno mine.
At Coloso, dewatering of the lower levels has been accelerated and production from resource blocks below the existing workings is expected to start in the second half of 2026. Nazareno began full production from long-hole stopes on the 180 level in late April 2026.
Expansion Progress
As announced on September 8, 2025, the Company has initiated a plan to expand production capacity at Guitarra in a two-phase program with the first phase aimed at increasing the nameplate capacity of the mill from 500 tpd to a range of 750-800 tpd. The second phase is anticipated to be completed by Q3 2027, with the aim of increasing the capacity to a range of 1,200-1,500 tpd at Guitarra.
With the larger-than-planned mill purchased for Phase I, additional foundation and electrical work was required - Sierra Madre now anticipates achieving Phase 1 production capacity before the end of Q3 2026. The purchase of this larger mill has moved the completion of this aspect of the Phase II expansion ahead of schedule.
Since the end of Q2 2026, foundation work has been completed for the ball mill, support equipment, and building enclosure, with an overhead crane installed.
Modifications to the existing mill and the installation of larger capacity pumps resulted in an increased total mill throughput capacity: daily production is now reaching up to 672 tpd, a 34% increase over the previous level of 500 tpd.
Refurbishment of the used ball mill, purchased in December 2025, was completed at the end of Q1 2026, increasing its rated milling capacity to 900 tpd.
A standard head crusher, purchased in Q4 2025, started full operation in April 2026 (two months ahead of schedule). Together with modifications to the primary crusher, this addition is expected to allow the circuit to surpass the Phase I objective of 750-800 tpd.
Thickener tank construction was completed in mid-August 2026, with testing of the mechanical and electrical circuits underway - the thickener is expected to be functional by the end of September. Shipping delays pushed back completion from the original late June 2026 estimate.
The thickener is designed to thicken tailings to ±60% solids, allowing a significant portion of the tailings to be pumped directly to open stopes below the main San Raphael mine level, using existing tailings pumping equipment.
Sierra Madre has also chosen to proceed with the construction of the new permitted dry stack tailings storage facility. Site clearing is expected to start in October. Construction of a filter plant and a second thickener will also be needed for the Phase II expansion.
 
If you have any questions for Alex regarding Sierra Madre Gold and Silver, then please email them to me at either Shad@kereport.com.
 
In full disclosure, Shad is a shareholder of Sierra Madre Gold and Silver and may choose to buy or sell shares at any time.
 
Click here to follow along with the latest news from Sierra Madre Gold & 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.
 
 
 
 

2 days ago

21 min

4 days ago

53 min

Global debt dynamics, sticky structural inflation, and shifting monetary policies are stripping central banks of their control over long-term interest rates. In this episode of the KE Report Weekend Show, macro strategist Peter Boockvar breaks down why bond vigilantes are dictating terms to fiscal authorities and how severe underinvestment has launched a broad-based commodity supercycle. Shifting to the charts, fund manager Dana Lyons maps out why copper and energy equities are quietly diverging to the upside while market internals beneath the S&P 500 begin to flash late-cycle warning signs. 
Segment 1 & 2 - Peter Boockvar, Chief Investment Officer at One Point BFG Wealth Partners and editor of The Boock Report on Substack, kicks off the show to share his perspective on key global macroeconomic trends. He analyzes policy friction between the Federal Reserve and the U.S. Treasury regarding bond yields, evaluates the uneven nature of U.S. economic growth, and outlines his bullish outlook for commodities, energy, and precious metals. 
Click here to follow Peter at The Boock Report - https://peterboockvar.substack.com/
 
Segment 3 & 4 - Dana Lyons, fund manager and editor of The Lyons Share Pro, joins the program to share his technical outlook across major commodities, equity benchmarks, and macro trends. He highlights constructive setups in copper and energy equities alongside a cautious "buy-the-dip" posture in precious metals, while warning of emerging internal cracks in broad U.S. stock indices and projecting a secular, multi-decade rise in interest rates. 
Click here to visit the Lyons Share Pro website and learn more about Dana’s investment services - https://lyonssharepro.com/ - This weekend Dana is offering 30% off memberships! Just click the link and sign up. 
 
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.

4 days ago

53 min

5 days ago

28 min

In this Daily Editorial, we welcome back Marc Chandler, Chief Market Strategist at Bannockburn Capital Markets and editor of the Marc to Market website. Marc breaks down a volatile week across macro markets, reconciling surprising economic releases with muted market reactions and evaluating where global monetary policy is headed next.
Deconstructing the Labor Data: Why a blowout headline payroll number might be masking underlying household vulnerability, five-year lows in wage growth, and persistent seasonal distortions.
The Energy and Yield Disconnect: How crude oil surged over 9% in a single week while long-term Treasury yields barely budged, challenging standard inflation and demand assumptions.
The Truth About the Yen and Carry Trades: An analysis of whether Bank of Japan rate moves are genuinely shifting global capital flows or if U.S. fiscal deficits and interest rate spreads remain the true drivers.
Global Monetary Divergence: What to expect from the European Central Bank and regional central banks as they weigh stubborn inflation against shifting sovereign reserve allocations.
Political Fault Lines in Europe: Why upcoming German state elections and French political positioning could spill over into currency markets and ECB policy.
 
Click here to visit Marc’s site - Marc To Market - https://www.marctomarket.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.

5 days ago

28 min

5 days ago

10 min

In this Company Update, we sit down with David Stein, President and CEO of Kuya Silver (CSE: KUYA | OTCQB: KUYAF | Frankfurt: 6MR1). David discusses the latest drill results from the Umm Hadid Project in the Kingdom of Saudi Arabia, the structure of the joint venture with Sumo Holding, and the near-term catalysts awaiting investors at the flagship Bethania mine in Peru.
Umm Hadid Drilling and Discovery Potential: Drill results from the Saudi Arabian joint venture reveal both high-grade silver narrow intercepts and wide, lower-grade halos that could open the door to multiple mining concepts.
Path to a Maiden Resource Estimate: Ongoing exploration across extensive vein systems at Target 1 continues to build the geological model toward a potential initial resource calculation following the current 10,000-meter campaign.
Joint Venture Terms: The earn-in structure allows Kuya to increase its ownership interest from 5% to 45% by April of next year under dollar-for-dollar reimbursement terms.
Near-Term Bethania News Flow: Beyond Saudi Arabia, Kuya has a pipeline of upcoming announcements from Peru, including quarterly production updates, Carmelita plant closing progress, and multiple exploration releases.
 
If you have any follow-up questions for David, please email me at Fleck@kereport.com. 
Click here to visit the Kuya Silver website – https://kuyasilver.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.

5 days ago

10 min

5 days ago

10 min

In this Company Update, we chat with Roy Greig, Vice President of Exploration at Getty Copper (TSX-V: GTC, OTCQX: GTCDF), to review recent drill results from the Getty South target within British Columbia's prolific Highland Valley copper district.
High-Grade Intercepts at Getty South: An initial look at headline results featuring shallow, high-grade copper mineralization alongside broad, bulk-tonnage intervals.
Porphyry vs. Breccia Dynamics: How Getty South's breccia-hosted system contrasts with the classic porphyry style at Getty North and what that means for overall grade potential.
Modern Geophysics Meets Historic Data: The exploration strategy behind integrating decades of historical data with modern induced polarization chargeability anomalies to target deeper mineralized zones.
Assay Catalysts and the Fall Drill Campaign: What to anticipate next as pending assays arrive from the remaining Getty South drill holes and planning advances for a multi-target fall program.
 
Feel free to email us with any follow up questions for Roy. Our emails are Fleck@kereport.com and Shad@kereport.com. 
 
Click here to visit the Getty Copper website - https://gettycopper.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.

5 days ago

10 min

5 days ago

12 min

In this Company Update, we are joined by Simon Dyakowski, President and Chief Executive Officer of Aztec Minerals (TSX-V: AZT | OTCQB: AZZTF), to break down the latest high-grade drill results from the North Extension target, on the Tombstone Property in Arizona.
Key discussion topics include:
Expanding the Strike Length at Tombstone: An overview of recent step-out drilling from the North Extension target and how it significantly lengthens the continuous mineralized footprint beyond earlier limits.
High-Grade Intercepts and Structural Trends: Insights into the continuity of mineralization, emerging structural patterns across the district, and the geological implications of the latest assay batch.
Aggressive Follow-Up and Exploration Strategy: Details on active drilling plans through the autumn months, targeting parallel structures, and assessing regional high-grade silver prospects.
Funded for Key Milestones: Discussion on the recently closed and upsized bought-deal financing, pending warrant proceeds, and the planned path toward a maiden resource estimate and future economic study.
 
Please email me any questions you have for Simon. My email address is Fleck@kereport.com. 
 
Click here to visit the Aztec Minerals website - https://aztecminerals.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.

5 days ago

12 min

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