The KE Report
The KE Report provides exclusive interviews with private money managers and sub $10 billion market cap stocks. Interviews are published daily to help investors navigate the markets.
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2 hours ago
2 hours ago
[Recorded February 28th, 2026]: Roger Rosmus, Founder, CEO, & Director of Goliath Resources Ltd (TSX-V: GOT) (OTCQX: GOTRF) (FSE: B4IF), joins me for a special video update to visually highlight the key takeaways from the 2025 exploration season. Consolidated results now include all the multi-element results, from 110 holes drilled on the Surebet Discovery at the Golddigger Property; located in the Golden Triangle, B.C. We also discuss the strong financial position of the treasury, which has budgeted another large expansion drill program in 2026.
On February 24, 2026, the Company announced the multi-element results on the final 56 drill holes, accounting for silver, copper, lead, and zinc values within these holes. Goliath reported an average 19.6% increase in overall grade values from these previously announced gold-only assays, with numerous high-grade intercepts including 24.16 g/t AuEq over 7.00 meters.
Across all 110 drill holes completed during the 2025 season, this polymetallic contribution is an average increase of 16.5% in overall grade values from the gold-only assays.
92,000 meters of drilling was completed in the four prior drilling seasons (2021-2024) on the Surebet Discovery resulted in the modeling of a vast stacked vein system.
The 2025 drilling season alone, with more than 64,000 meters of drilling, has expanded the modelled stacked vein system that remains open; over 156,000 meters total have been drilled to date.
Of the holes drilled during the 2025 campaign, 83 out of 110 holes (or 76%) contained visible gold to the naked eye (VG-NE).
100% of the drill holes completed to date, have all intersected gold mineralization clearly demonstrating the remarkable continuity, grades, and widths in 5 Main Gold-Rich Zones comprising 46 mineralized lodes that remain open for expansion.
Roger outlines the Company’s rationale that it makes far more sense to keep expanding the mineralization with aggressive exploration programs, versus trying to pin down the MRE at this stage; when the Project is still open in most directions.
This demonstrates the continuity of this high-grade gold system and the remaining untapped expansion potential of the Surebet discovery for 2026 and beyond..
The fully funded 2026 drill program will be mainly focused on expanding their 5 Main Mineralized Zones at the Surebet Discovery. Data compilation and interpretation is underway which will be used to vector in on the indicated Motherlode causative intrusive source to this extensive high grade gold system with widespread VG-NE.
On February 28, 2026, Goliath Resources announced that it has applied to the TSX Venture Exchange (the “TSX.V”) to extend the term of an aggregate of 2,590,673 common share purchase warrants of the Company, with each Warrant being exercisable to acquire one common share of the Company at a price of $2.50 per Warrant Share. In addition to future conversion of warrants from Rob McEwen, the company’s equity holdings of McEwen Inc (MUX) shares, which have essentially gone up about 3X since acquiring them, also 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 them to me at Shad@kereport.com .
In full disclosure, Shad is a shareholder of Goliath Resources 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 Goliath Resources
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. 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.
5 hours ago
5 hours ago
Jordan Rusche, Founder of Mining Stock Monkey, joins me for an in-depth and nuanced discussion on the recent volatility in oil prices, gold and silver prices, and his approach to valuing precious metals mining stocks and royalty companies; along with which companies he is actively trading in his portfolio.
We start out reviewing how the geopolitical tensions with the US and Iran have spiked the oil price over the past week, but that he is valuing companies on their fundamental alpha, regardless of the short-term noise in the market from news.
We dissected the value proposition synergies from the news announced February 2nd about Devon Energy (NYSE: DVN) and Coterra Energy (NYSE: CTRA) announcing a merger in an all-stock transaction. The business combination will create a leading large-cap shale operator with a high-quality asset base anchored by a premier position in the economic core of the Delaware Basin.
Next we shifted over to some of the valuations in the gold producers in his portfolio.
Jordan breaks down why he likes larger producers with growth on tap, highlighting the fundamental growth factors for Endeavour Mining plc (TSX:EDV) (OTCQX:EDVMF) (LSE:EDV) and strong full-year 2025 production of 1,209,000 ounces of gold at an AISC of ~1,435/oz; with a H2-2025 dividend of $200m, and >$1bn shareholder returns program.
We also followed up on our discussion from earlier this month where he was spot on about some of the operational risks he had cautioned investors about with regards to B2Gold Corp. (TSX: BTO) (NYSE AMERICAN: BTG), that came out of Q4 earnings, and more importantly, FY guidance for 2026.
We spend the balance of the discussing diving into why he sees the growth and value proposition as compelling in a couple royalty companies:
First, Jordan outlines the growth on tap for Royal Gold, Inc. (NASDAQ: RGLD)over the next couple of years, especially when it comes to some of the long-life assets that came into the company through the acquisition of Sandstorm Gold last year that aren’t properly reflected yet due to limitations in using a DCF valuation.
Second, Jordan highlights that positioning in Altius Minerals Corporation (TSX: ALS) (OTCQX: ATUSF) allows him to have access to Potash, Lithium, Copper, and Renewable Energy sectors; all through the diversification and reduced risk of a solid royalty company.
Jordan is extending a limited-time offer to KE Report listeners for those that would like to be become new Mining Stock Monkey subscribers. Claim Your 25% Discount on a 1-year subscription! (Limited to the first 10 users that sign up)
https://miningstockmonkey.substack.com/KE25
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Click below to follow Jordan’s YouTube page, where he’ll be putting up some new content soon:
https://www.youtube.com/@MiningStockMonkey/videos
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.
13 hours ago
13 hours ago
In this company update, I am joined by Patrick Highsmith, Chairman and Co-Founder of FireFox Gold (TSXV: FFOX | OTCQB: FFOXF | FWB: FIY1). Patrick joins the show to discuss the company’s latest high-grade drill results from the Mustajärvi Gold Project in Finland's Central Lapland Greenstone Belt.
Discussion Highlights:
The Second Best Intercept Ever: Patrick breaks down the massive result from hole 25MJ012, which returned 7.6 metres at 32.25 g/t gold, including a ultra-high-grade sub-interval of 188.5 g/t gold.
Narrowing the Gap: We explore the strategic importance of the "Gap Zone" between the East and Northeast Zones, where recent drilling has successfully connected mineralized structures over a strike length exceeding 1.1 kilometres.
Geological Consistency: A look into why Mustajärvi continues to deliver high-grade gold with significant visible gold (VG) and how the project’s stacked lode system remains open for expansion.
2026 Drill Program Outlook: An update on the 10,000-metre program, with 15 holes currently pending assays and plans to test the intriguing Triangle Target as spring exploration continues.
Any further questions for Patrick? Email me at Fleck@kereport.com.
Click here to visit the FireFox Gold website to learn more about the Company - https://www.firefoxgold.com/
Figure 1. Drill Holes 25MJ012-25MJ015 at the Mustajärvi Project, Northeast and East Zones.
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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.
13 hours ago
13 hours ago
In this KE Report Daily Editorial, we are joined by Craig Hemke, the founder and editor of TF Metals Report. As we transition into March, the precious metals market is reacting to significant geopolitical volatility following recent U.S. actions in Iran and the ongoing conflict in the Middle East. Craig provides a deep dive into why gold and silver continue to show resilience despite extreme price swings and high-frequency trading dominance.
Key Discussion Points:
Geopolitical Volatility and Oil: How the escalating conflict involving Iran is creating a "whiplash" effect in crude oil prices and its subsequent ripple effect on the global economy and interest rates.
The Power of Monthly Charts: Why long-term investors should prioritize monthly and quarterly closes over intraday "noise" caused by computer-driven algorithmic trading on the COMEX.
Low Open Interest in Metals: A look at the surprisingly low participation rates in gold and silver, which Craig argues contradicts "bubble" narratives and sets the stage for further gains.
Mining Equity Earnings: Analyzing the massive free cash flow being generated by major producers like Newmont and Agnico Eagle, and what this means for future M&A activity and share buybacks.
Physical Scarcity vs. Paper Markets: Addressing the rumors regarding COMEX defaults and the reality of physical silver demand in major hubs like China and India.
Click here to visit Craig’s website - TF Metals Report - https://www.tfmetalsreport.com/
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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.
15 hours ago
15 hours ago
In this episode of the KE Report, we sit down with Bob Archer, President and CEO of Pinnacle Silver & Gold (TSX.V: PINN | OTCQX: PSGCF), for a comprehensive update on the El Potrero Project. Following a news release on February 26, Bob details the multi-faceted approach the company is taking to advance the project toward a formal production decision.
Key Discussion Highlights:
Underground Delineation Drilling: Preparatory work is beginning this week to modernize and secure historical mine workings, setting the stage for over 100 short-reach drill holes designed to define the size, shape, and grade of mineralized zones.
Surface Exploration Strategy: With permits expected within 90 days, the company plans to test the 500-meter strike length between three historical mines and explore parallel veins that have shown strong historical values.
Advanced Metallurgical Testing: Following initial gold recoveries of 95.1%, a second round of testing is underway to optimize silver recovery and refine the plant flow sheet.
Infrastructure and Power Feasibility: An independent study is being conducted on the extension of a Federal Electricity Commission (CFE) power line, a critical step for determining the cost and timeline for long-term operations.
Community and Social Licensing: The company has formalized a community agreement that secures surface rights and fosters a supportive relationship with local stakeholders through job creation and infrastructure improvements.
Please email me with any follow up questions you have for Bob - Fleck@kereport.com.
Click here to visit the Pinnacle Silver and Gold website to learn more about the company and read over the recent news
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.
3 days ago
3 days ago
In this weekend edition, we bring you live insights from the floor of the Las Vegas MoneyShow followed by an in-depth energy sector deep dive. The common thread: a global commodity supercycle driven by supply chain shifts, AI-related infrastructure demand, and significant consolidation in the oil and gas space.
Segment 1 & 2 - In this live KER QuickTake recorded from the MoneyShow in Las Vegas, Cory and Shad discuss the current commodity supercycle and the shift toward domestic sourcing of critical minerals. They analyze investment opportunities across the precious, base, and energy metal sectors, emphasizing the importance of selecting mid-tier producers and companies with established growth pathways in the current bull market.
Segment 3 & 4 - Dan Steffens, President of the Energy Prospectus Group, discusses the recent rebound in oil prices driven by geopolitical tensions in Iran and high demand for diesel. He also explores the growth and investment potential in energy stocks, specifically focusing on the recent mergers and acquisitions involving companies like Devon Energy and Whitecap Resources.
Click here to visit the Energy Prospectus Group website for more energy market and stock analysis - http://www.energyprospectus.com/
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
4 days ago
In this company update, we are joined by Cor Coe, CEO and Director of Sitka Gold (TSX.V: SIG | OTCQB: SITKF | FRA: 1R1), to discuss the updated Mineral Resource Estimate (MRE) for the RC Gold Project, in the Tombstone Gold Belt, Yukon. With the addition of the maiden resource at the Rhosgobel deposit, Sitka’s total gold resource is now 5.2-million-ounces (1.29 million ounces gold indicated and 3.83 million ounces gold inferred).
Key Discussion Points:
The Rhosgobel Breakthrough: Cor explains the significance of the maiden resource at Rhosgobel, which contributed 2.25 million ounces after only five months of total drilling.
Near-Surface Economics: A breakdown of the high-grade components at surface, including a significant zone grading over 1.0 g/t gold, which provides potential for favorable project economics and minimal stripping.
Expansion Strategy for 2026: Insights into the upcoming 60,000-meter drill program, with 30,000 meters dedicated specifically to stepping out and defining the true scale of the Rhosgobel deposit.
Tier-1 Asset Potential: A comparison to other major Yukon intrusions like Fort Knox and Eagle Mine.
Exploration Beyond the Core: A look at the "Blue Sky" potential across the Clear Creek Intrusive Complex, where nine of eleven intrusions have already shown gold mineralization.
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/
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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
4 days ago
Glenn Jessome, President & CEO of Silver Tiger Metals (TSX.V:SLVR) (OTCQX:SLVTF), joins me for a candid and nuanced conversation on why the Company elected to take the recent financing instead of a larger debt package; while also still leveraging the debt term sheets in place for the combined surface and underground development of the El Tigre Silver-Gold Project in Sonora, Mexico.
We start off reviewing the reality that negotiating a debt deal is much more complex, with more restrictions and debt covenants, than most people realize. The company has narrowed the 3 debt term providers down to just 2 now, and are they are still pursuing debt for the larger overall needs. Glenn unpacks the sequence of events and his thought process on why they opted to go with the financing instead, and outlines the decision making process for those investors that were surprised, confused, or that had submitted questions about this transaction.
On Feb. 18, 2026 Silver Tiger Metals announced it had closed its previously announced bought deal offering of common shares of the Company with a syndicate of underwriters. An aggregate of 49,146,400 Shares at a price of C$1.17 per Share for gross proceeds to the Company of C$57,501,288 were sold, which includes the exercise in full of the Underwriters' over-allotment option. The Company intends to use the proceeds of the Offering to fund exploration and development expenditures at the Company's El Tigre Project in Mexico, as well as for working capital and general corporate purposes.
We also dive into all the construction activities already underway on the ground at El Tigre, and what criteria are being decided on in the background by the board and management team to be able to announce the official construction decision in March.
If you have any follow up questions for Glenn regarding Silver Tiger Metals, then please email them into me at Shad@kereport.com.
In full disclosure, Shad is a shareholder of Silver Tiger Metals 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 Silver Tiger Metals
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.
4 days ago
4 days ago
In this company update, we sit down with Mike Spreadborough, Executive Co-Chairman, and Quinton Hennigh, Non-Executive Co-Chairman of Novo Resources Corp (TSX: NVO | ASX: NVO | OTCQX: NSRPF). to discuss the recent news out of the company. The team provides a deep dive into their recent C$5.8 million equity raise, the performance of their investment in San Cristobal Mining (SCM), and an ambitious drilling schedule set to kick off in Q2 2026.
Discussion Highlights:
Strategic Equity Financing: Mike outlines the details of the C$5.8 million raise, explaining how the funds will be deployed to accelerate exploration programs across the Pilbara and Belltopper projects.
San Cristobal Mining (SCM) Value: The team discusses Novo’s strategic stake in SCM, a private silver producer. Quinton explains the decision to hold the shares due to strong silver prices and consistent dividend yields, which help offset corporate overhead.
Q2 Pilbara Drill Plans: A breakdown of the upcoming 12-week program starting in April, targeting high-priority sites including Wylloo (gold-silver-antimony), Balla Balla, and the maiden drilling at Teichman.
Belltopper Project Potential: Quinton highlights the "Fosterville-style" characteristics of the Belltopper project in Victoria. With a target modeling 880,000 ounces of gold (upside case), the company is preparing for a major diamond and RC program later this year.
Egina JV Update: Insight into the partnership with Northern Star (ASX: NST), including expectations for a resource update at the Hemi gold project and the broader strategy for the Egina Joint Venture.
Please email me with any follow up questions for Mike, Quinton, and the team at Novo Resources. My email address is Fleck@kereport.com.
Click here to visit the Novo Resources website to learn more about all the projects and exploration programs.
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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
4 days ago
In this special daily editorial, we are pleased to introduce Trader Ferg, a contrarian investor and author of the Trader Ferg Substack. With a focus on deeply unloved, cyclical sectors, Trader Ferg joins us to share which sectors and subsectors of stocks have the best long-term upside, mostly in commodities.
Key Discussion Points
Oil Services and Offshore Drilling: An analysis of the "beat-up" oil service space, specifically focusing on the survivors of the 2014 and 2020 downturns and the massive potential in drill rig fleets as capacity remains tight.
Uranium and Nuclear Energy: Why uranium remains one of the most "airtight" investment theses in the market, with a focus on the necessity of price floors reaching triple digits to incentivize essential greenfield production.
Global Exchange Operators: A unique look at the "toll road" business model of exchanges (EXS).
Click here to read over Trader Ferg’s background. - https://traderferg.substack.com/about
Click here to visit Trader Ferg’s Substack. - https://traderferg.substack.com/
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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.