The KE Report

John Miniotis, President and CEO of AbraSilver Resource Corp (TSX: ABRA) (OTCQX: ABBRF), joins me to review the best gold intercept drilled to date below the known mineralization at the Oculto deposit, in the ongoing Phase 6 drill program on the Company’s wholly owned Diablillos property in the mining-friendly provinces of Salta and Catamarca, Argentina.   We also discuss the valuation mismatch in light of all the value-creation just in 2026, and the growth initiatives along the pathway to construction of the mine and future production in 2029.
 
On October 21, 2026 the Company reported assay results from four diamond drill holes completed at the Oculto East target as part of the ongoing Phase VI exploration program  The standout hole, DDH-26-061, intersected a broad envelope of oxide-hosted gold mineralization containing a high-grade core approximately 50 metres below the current Oculto open pit design.
DDH-26-061 intersected 228.0 metres ("m") grading 1.79 g/t gold and 12 g/t silver from 101.0 m downhole, including 66.0 m at 4.04 g/t gold and 19 g/t silver from 263m downhole.
On a grade-thickness basis, it is the best gold intercept drilled to date at the Oculto deposit, surpassing DDH-25-024.
The high-grade gold zone extends beyond the limits of the current Mineral Resource model and indicates potential for additional gold mineralization beneath the eastern part of the Oculto deposit.
 
Next, we discuss how the valuation disconnect has increased, in light of the sector pullback when contrasted against all the key milestones achieved this year from the updated Mineral Resource Estimate (MRE), Phase 1 Definitive Feasibility Study (DFS), environmental permit approvals from both provinces, RIGI approval, key new hires to board and management team, and commencement of the bridge engineering phase.  
 
Wrapping up we discuss all the growth catalysts on tap:
 
The Company continues to staff up in size and scope to build the mine
The Board is hard at work on putting together a non-dilutive capital stack, exploring royalties/streaming, offtake agreements, and debt terms.
The operations team and 3rd-party contractors are working on the PEA for the heap leach economics that will further supplement the DFS on the tank leach
Three diamond drill rigs are now active, with the Phase VI exploration program expected to be completed by year-end – with an updated Mineral Resource Estimate (MRE) expected in Q2/2027.
Next year the updated resource will be incorporated into the trade-off and optimization studies for Phase 2 economics, demonstrating and even more robust and expanded project.
 
Click here to follow the latest news from AbraSilver Resource Corp
 
If you have any follow up questions for John regarding at AbraSilver, then please email them into me at Shad@kereport.com.
 
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.
 
 
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.

In this Company Update, I chat with Craig Nicol, Founder and CEO of Graphene Manufacturing Group (TSX-V: GMG | OTCQX: GMGMF), to unpack several major corporate milestones and explore the road ahead for commercialization. Craig provides a comprehensive look into customer engagement, battery performance data, operational scaling, and market adoption across GMG's diverse graphene applications.
In this interview, we cover:
Commercial Battery Cell Dispatches: The strategic importance of shipping the initial battery cells to prospective North American commercial and defense partners for third-party testing.
Scaling Path and BTRL Milestones: How GMG plans to transition production from hundreds of pouch cells per month to tens of thousands per month as they advance through the battery readiness levels.
Breakthrough 6-Minute Fast-Charge Data: The mechanics behind recent test results showing enhanced energy density, long cycle life, and a unique charging phenomenon that sets these cells apart from incumbent technologies.
G-Lubricant and High-Profile Brand Ambassadorship: How partnering with 9-time Motocross World Champion Antonio Cairoli positions G-Lubricant for growth across European retail and performance distribution channels.
G-Fluid and Data Center Cooling: The status of regulatory submissions and the potential for graphene-enhanced fluids to address critical cooling needs in high-performance computing infrastructure.
Corporate Runway and Capital Efficiency: GMG’s current cash position, lean capital deployment strategy, and the anticipated revenue trajectory driven by impending distribution agreements.
 
Please keep the questions coming! Email me at Fleck@kereport.com.
 
Click here to visit the GMG website to learn more about the Company - https://graphenemg.com/
 
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For more market commentary & interview summaries, subscribe to our Substacks:
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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 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.

Tim Shearcroft, CEO and Co-Founder of BP Silver Corp. (TSX.V: BPAG) (OTCQB: BPSCF), joins me to review the newest assay results from its ongoing Phase 2 diamond drilling program at the Cosuño Silver Project, in Bolivia.  This initial drilling at the Jalsuri North Target highlights a significant new emerging polymetallic discovery that intersected broad intervals of both zinc and silver mineralization.
 
HIGHLIGHTS
 
Mineralization is located approximately 3 kilometers from the high-grade silver Pocañita Chica occurrence and is interpreted to represent the upper and/or distal portions of a large intermediate sulfidation hydrothermal system. It remains open for expansion in all directions.
Hole CO-0015 intersected a 142 meter ("m") zinc-dominated intersection grading 1.42% zinc and 8.9 g/t silver (2.14% zinc equivalent) from 5 to 147 m,
including 59 m grading 2.57% zinc and 12.25 g/t silver (3.72% zinc equivalent) from 5 to 64 m, and
22 m grading 5.18% zinc and 27.7 g/t silver (7.75% zinc equivalent) from 19 to 41 m (Table 2 and Figure 2).
Hole CO-0015 also returned a 2 m silver-dominated intersection grading 249 g/t silver and 3.46% zinc (495.4 g/t silver equivalent) from 35 to 37 m, and 2 m grading 132.0 g/t silver and 0.66% zinc (189.0 g/t silver equivalent) from 107 to 109 m (Table 1 and Figure 2).
 
Tim goes on to unpack how these results tie into the larger exploration initiatives from the sampling, mapping, geological surveys, and other Phase 1 and Phase 2 results thus far.   We discuss what the follow-up process will be at Jalsuri North and Jalsuri Northeast, where other holes have been drilled and are awaiting assays. 
 
We also reviewed the recent high-grade results at Pocañita Chica from CO-0013, and how the company is currently drilling to undercut the prior holes drilled CO-008 and CO-009 during Phase 1 drilling to test the potential deeper feeder zones. Wrapping up we also discussed the future initiatives to do first pass drilling at the larger Pocañita Grande target.
 
Click here to follow the latest news from BP Silver Corp
 
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.

In this Company Update, we are joined by Gwen Preston, President and CEO of Alex Metals (TSX-V: ALX | OTCQB: ALXMF). Alex Metals is a newly listed junior exploration company focused on uncovering high-grade volcanogenic massive sulfide (VMS) deposits across an underexplored belt in coastal Southeast Alaska. Gwen shares the founding story of Alex Metals, why the team targeted the prolific Alexander Triassic Belt, and what investors can anticipate as assay results roll out over the coming months:
Targeting Tier-One VMS Endowment: How the team identified an overlooked opportunity to secure high-grade projects along the same geological belt that hosts world-class deposits like Greens Creek and Windy Craggy.
KSO Project Drill Program: Highlights from maiden drilling testing massive sulfide outcrops across the historic Khayyam and Stumble-On mines, alongside the newly staked Triple G target.
Wodski Project & Historic Discoveries: Why historic high-grade zinc-silver-gold drill intercepts at Mad Dog sat dormant for two decades and how recent work aims to confirm and expand the system.
Frenchie Target & Geophysics: Surface exposure showing multi-meter-thick massive sulfide horizons and the role ongoing gravity surveys play in preparing the asset for drilling.
Capital Structure & Winter Catalysts: How a clean share structure, a solid treasury, and upcoming sets of multi-target drill results position the company for near-term discovery upside.
 
Please email us with any follow up questions for Gwen. Our email addresses are Fleck@kereport.com and Shad@kereport.com. 
 
Click here to visit the Alex Metals website to learn more about the company and projects. - https://alexmetals.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.

Erik Wetterling, Founder and Editor of The Hedgeless Horseman website, joins us to review his key takeaways from a recent mining conference in Stockholm Sweden.  The conversation then moves into how he is evaluating opportunities in junior gold and silver resource companies that have clear catalysts and that have funded their next phase of growth.  
 
We start off discussing the mining conference, getting his reflections on investor sentiment, the deluge of sector newsflow, takeaways from speaking with company management teams, and most importantly, if those companies had a strategy in place to fund upcoming catalysts that may force the market to reconsider their current valuations.
 
He points out that often times the news released by a number of companies over the last few weeks was actually positive, and further derisked or advanced their projects, and yet only got a muted response with the bearish sector backdrop during the month of September and October.
This is one of the setups and sector disconnects that Erik looks forward to exploiting in his own portfolio. 
He is looking for improving value propositions in junior exploration and development stocks, that have put out compelling news in the recent past, which sets up future news releases, and thus they have key alpha growth catalysts on tap in the medium-term.
 
The topic that we focused on for the balance of the discussion was that different approaches that junior companies were taking to ensure they’d have the capital on hand to execute on the next key milestones.   These catalysts could force the hand of Mr. Market to rerate these companies as the work programs get fueled by takeovers, ongoing organic production, trial mining and bulk samples, near-term moves into commercial production, strategic partnerships, or bringing in key strategic investors.
 
The companies we discussed in this interview are: Roxmore Resources Inc. (TSX: RM) (OTCQX: GARLF), McFarlane Lake Mining Limited (CSE: MLM) (OTC: MLMLF), Galway Metals Inc. (TSX-V:GWM)(OTCQB:GAYMF), Amex Gold Mining Inc. (TSXV: AMX) (OTCQX: AMXEF), Sierra Madre Gold and Silver Ltd. (TSXV: SM) (OTCQX: SMDRF), Cabral Gold Inc. (TSXV: CBR) (OTCQX: CBGZF), Excellon Resources Inc. (TSXV: EXN) (OTCQB: EXNRF), Sonoro Gold Corp. (TSXV: SGO) (OTCQB: SMOFF), Altamira Gold Corp. (TSXV: ALTA) (OTCQB: EQTRF), Mayfair Gold Corp. (TSXV: MFG) (NYSE American: MINE) , and Headwater Gold Inc. (CSE: HWG) (OTCQX: HWAUF).
 
 
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.
 

In this Daily Editorial, Cory and Shad welcome back Craig Hemke, Founder and Editor of TF Metals Report, for an in-depth assessment of the ongoing downtrend across the precious metals complex. Craig breaks down the technical posture of the sector, the fundamental health of mining producers, and the macro forces driving current market behavior.
Macro Trend: Secular Top or Massive Bull Flag? Craig evaluates whether current price action resembles the prolonged top from 2011 or if gold and silver are carving out an extended consolidation pattern.
Producer Margins and Cost of Production: Why current prices still support robust cash flow for miners despite rising input costs, and where true production floors lie.
Q3 Earnings and "Sell the News" Risk: Ahead of major reporting from producers like Newmont (NEM), we discuss whether strong balance sheets will spark a sustained rally or prompt investors to sell into strength.
COMEX Open Interest and Market Structure: An analysis of collapsing open interest in silver and gold, changing CME margin requirements, and how thin liquidity accelerates intraday price swings.
Technical Realities for Reversals: What the charts indicate about bottoming processes, how long recoveries take after extended declines, and why technical levels matter most right now.
 
Click here to visit Craig’s website - TF Metals Report - https://www.tfmetalsreport.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.
 

In this Daily Editorial, Cory and Shad sit down with TG Watkins, Director of Stocks at Simpler Trading and editor of The Profit Pilot, to break down sharp shifts occurring beneath the surface of the broader market.
Navigating Market Rotation and Tech Weakness: The broader indices are masking significant underlying moves as capital rotates rapidly out of high-flying technology names and into defensive havens.
The AI Trade and Credit Jitters: Emerging balance sheet concerns, debt load pressures, and IPO hesitation are raising questions about whether tech is facing a standard pullback or a deeper valuation bubble.
Tactical Technical Setups in Tech: Momentum indicators suggest severe oversold conditions, opening the door for short-term bounce opportunities without confirming an absolute bottom.
Precious Metals Testing Key Trendlines: Gold and gold equities are contending with major technical inflection points and death-cross signals that could point to extended consolidation.
Crypto Cycle Decoupling: Divergent price action indicates digital assets may be front-running their multi-year cycle while traditional hard assets digest historic gains.
Tickers & Assets Mentioned: SPX, RSP, IWM, SMH, NVDA, CRCL, COIN, HOOD, BMNR, MSTR, GLD, GDX, TLT, AMZN, TSLA, WMT, HD, LOW, BROS, NVDA-adjacent names (NBIS, AEHR, ALAB).
 
Click here to visit TG’s site - Profit Pilot - https://www.profit-pilot.com/
 
Click here to visit the Profit Pilot YouTube page - https://www.youtube.com/@Profit-Pilot 
 
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.

In this Company Update, we welcome back Mike Burke, Director and Vice President of Corporate Development at Sitka Gold Corp. (TSX-V: SIG | OTCQB: SITKF | FSE: 1RF). Mike discusses recent high-grade drill results from the RC Gold Project in Yukon, the geological controls guiding current and future exploration, and the timeline for upcoming resource updates.
Key discussion points include:
Record-Setting Saddle Zone Drill Results: An overview of recently reported holes from the Saddle and Eiger areas, highlighted by 236 meters of 1.15 g/t gold, including 71 meters of 2.79 g/t gold, and how these intercepts represent the strongest results drilled to date in the Saddle zone.
Turning Conceptual Waste into High-Value Ounces: Why defining gold within the conceptual open-pit boundary carries significant economic weight for the overall deposit footprint.
Geological Controls of Lamprophyre Dykes: How a distinct, intrusive unit has emerged as a predictive structural guide for tracking continuous mineralization along strike and down to significant depths.
Open-Pit vs. Underground Optionality: The technical parameters, depth profiles, and cutoff grades that could shape future tradeoffs between bulk-tonnage surface extraction and high-grade underground development.
Stepping Out to the Josephine Intrusion: How insights gained across the Blackjack-Saddle-Eiger trend are elevating regional exploration targets slated for future drill testing.
Assay Newsflow and MRE Expansion: An update on the near completion of the 60,000-meter drilling campaign, the massive backlog of pending assays, and the roadmap leading toward a revised mineral resource estimate.
 
If you have any follow up questions for the team at Sitka Gold please email me at Fleck@kereport.com. 
 
Click here visit the Sitka Gold website to learn more about the Company - https://sitkagoldcorp.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.

In this Company Update, I sit down with Ivan Bebek, Founder, Chairman, and CEO of Coppernico Metals (TSX:COPR - OTCQB:CPPMF - FSE:9I3). We focus on the flagship Sombrero copper-gold project located in the world-class Andahuaylas-Yauri belt in southern Peru. After a decade of foundational groundwork, the company is on the verge of launching a high-impact exploration campaign targeting massive Tier-1 discovery scale.
A Decade in the Making: How Coppernico secured community partnerships, navigated regulatory hurdles, and advanced Sombrero to the apex of drill readiness.
Geological Analogs: Why surface geochemistry, historical iron-ore drilling, and geophysics point to similarities with world-class deposits like nearby Las Bambas.
High-Priority Drill Targets: What makes early-stage targets like Fierraso and Nioc compelling initial priorities for continuous, multi-rig exploration.
Upcoming Catalysts: A look at the final administrative milestones for drill permits and what investors can expect as rigs mobilize to site.
 
Please email me with any follow up questions for Ivan. My email address is Fleck@kereport.com.
 
Click here to visit the Coppernico website. 
 
-----------------
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.
 

 
Between severe pullbacks in precious metals and critical minerals, and a deceptive narrowness in broader US stock indices, investors are facing a complex macro tape. In this week’s The KE Report Weekend Show, fund manager Dana Lyons breaks down key technical levels across gold, silver, copper, and energy stocks, while hosts Cory and Shad examine the recent sector-wide commodity slump, the flood of free-trading financing paper, and strategic positioning ahead of tax-loss season. 
Segment 1 & 2 - Dana Lyons, fund manager and editor of The Lyons Share Pro, kicks off the show to provide a technical outlook across multiple asset classes. He discusses why further short-term weakness in gold and silver would not derail their longer-term bull trends, while expressing optimism toward copper, energy equities, and healthcare despite broader market risks and narrowing breadth. 
Click here to visit the Lyons Share Pro website and learn more about Dana’s investment services - https://lyonssharepro.com/
 
Segment 3 & 4 - A KER Market QuickTake, hosts Cory and Shad unpack what is driving the broad-based sell-off across precious metals, critical minerals, and uranium, while energy continues to defy gravity. From impending financing overhangs to seasonal tax-loss realities, this discussion offers a roadmap for high-grading your portfolio when market sentiment hits rock bottom. 
 
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.