The KE Report

In this Company Update, we sit down with Brock Colterjohn, President and CEO of Onyx Gold Corp. (TSX-V: ONYX | OTCQX: ONXGF), to review the latest drill results and ongoing exploration across the company’s flagship Monroe-Croesus Project, located just east of Timmins, Ontario. Brock outlines how ongoing drilling continues to expand mineralization and connect multiple target zones into a cohesive, district-scale discovery.
Progress on the 110,000-Meter Drill Program: A look at completed meterage, the volume of pending assays, and the operational cadence driving systematic expansion across the property.
Evolution of the Argus Gold System: How recent drilling and drone magnetic surveys are tying together Argus North, Main, and West along the prolific 8-kilometer Pipestone corridor.
High-Grade Spots within Bulk Mineralization: The strategic implications of intersecting near-surface high-grade structures within broad mineralized envelopes for future mining optionality.
Testing Regional Targets Across Consolidated Ground: The exploration potential surrounding the historic, high-grade Croesus Mine and newly identified structural targets across the 112 km² land package.
Resource Timeline and Treasury Strength: Onyx Gold’s strategic road map toward a potential maiden resource estimate, recent 100% claim ownership consolidations, and the current cash runway.
 
Click here to visit the Onyx Gold website - https://onyxgold.com/ 
 
Please email me with any follow up questions for Brock. My email address is Fleck@kereport.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.

In this Company Update, I am joined by Mike Burke, Director and Vice President of Corporate Development at Sitka Gold Corp. (TSX-V: SIG | OTCQB: SITKF | FSE: 1RF). We discuss the news out today announcing the court approval for the accelerated purchase of the Clear Creek property, fully securing 100% ownership. Mike walks us through the transaction, the financial terms, and how exploration is progressing on the ground with seven active drills.
Key Discussion Points:
Court Approval for 100% Clear Creek Ownership: Insights into the accelerated cash purchase agreement, consolidating key ground at the RC Gold Project.
Royalty Terms & Strategic Optionality: A breakdown of the 5% NSR royalty, the buy-down mechanism to 2%, and Sitka’s right of first refusal.
Fully Funded Cash Position: How recent warrant exercises positioned the company to settle the acquisition entirely in cash without equity dilution.
7 Drills Turning Across Core & Target Zones: An exploration update on the ongoing 60,000 meters with a focus on the Rhosgobel expansion, Pukelman, and Eiger/Saddle targets.
Assay Turnaround and News Flow Outlook: What investors should expect regarding laboratory timelines and steady assay results leading into year-end.
 
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/ 
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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.

In this Company Update, we welcome back Bob Archer, President and CEO of Pinnacle Silver and Gold (TSX.V: PINN | OTCQB: PSGCF | Frankfurt: P9J), to discuss the maiden round of assay results from the ongoing underground drill program at the past producing El Potrero Project in Durango, Mexico. Bob explains how drilling from historical underground workings provides critical data and outlines how these high-grade intercepts fit into the broader near-term production strategy.
Key Discussion Points:
The Underground Drilling Advantage: Why closely spaced, multi-angle drilling from existing workings offers cost-effective precision and structural insight that surface drilling cannot replicate.
Initial Assays and Visible Gold: A look into the high-grade gold and silver intercepts, including mineralization along strike and the role of visible gold.
Phased Results and Assay Logistics: How drilling at the Pinos Cuates workings and portal areas is being systematically completed and released in batches.
Expanding Strike and Production Path: How the underground results effectively double the known strike length and set the stage for upcoming surface delineation and mine planning.
 
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 
 
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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.

In this Company Introduction, we are joined by Jaap Verbaas, CEO and Director of Miata Metals Corp. (TSXV: MMET | OTCQB: MMETF | FRA: 8NQ). Jaap provides a comprehensive introduction to the company's district-scale exploration assets in Suriname, led by the flagship Sela Creek Gold Project and the strategically located Nassau Project. Major drilling underway, new discoveries emerging, and strong backing from new strategic investors.
Strategic Location & Belt-Scale Geology: An overview of Sela Creek’s position along the highly underexplored Guiana Shield, mirroring the prolific gold endowments of West Africa's Birimian belt.
25,000m Drill Campaign: How ongoing drilling is expanding discoveries at the Jons Trend and Big Berg zones, pointing toward a significant continuous gold system.
Testing High-Priority Exploration Targets: A look into new scout drilling and step-out targets across the property supported by the addition of a third rig.
Strong Balance Sheet & Strategic Validation: Insights into the recent $25M+ financing, an 18-month lockup from cornerstone investor La Mancha, and upcoming near-term assay catalysts.
 
Any follow up questions for Yaap? Email Shad or I at Fleck@kereport.com & Shad@kereport.com. 
 
Click here to visit the Miata Metals website - https://miatametals.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 welcome Carl Löfberg, CEO of Firefox Gold (TSX-V: FFOX | OTCQB: FFOXF | FSE: FIY), to discuss ongoing exploration and drilling activities across the company’s gold projects in the Central Lapland Greenstone Belt of Finland.
Mustajärvi Drilling Expansion: Overview of the recently completed 14,000-meter drill program, how it exceeded initial planning, and what the initial expansion results indicate for the upcoming maiden inferred resource.
Targeting Beyond the Core Zones: Details on scout drilling and newly tested exploration zones across Mustajärvi, including the Central Zone and Triangle Target.
Sarvi Follow-Up Exploration: Progress following high-grade intercepts drilled earlier in the year, along with the geophysics and structural modeling guiding the next exploration phase.
Upcoming Catalysts and Steady News Flow: Expectations for pending assay results and how the company prioritizes capital across its portfolio while maintaining steady drill activity.
 
Any further questions for Carl or the team at Firefox? Email me at Fleck@kereport.com.
 
Click here to visit the Firefox Gold website to learn more about the Company - https://www.firefoxgold.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 chat with Tara Christie, President and CEO of Banyan Gold Corp. (TSX-V: BYN | OTCQB: BYAGF), to discuss recent bonanza grade drill results and provide a progress update on the 70,000 meter drill program at AurMac and regional targets in the Yukon. 
Bonanza-Grade Drill Intercepts at Powerline North: An overview of recent assay results from hole AX-26-874, delivering exceptional high-grade gold near the surface in an area previously categorized as unmineralized.
Geological Modeling and Resource Expansion: How the updated lithological framework is unlocking targeted high-grade zones between existing deposits and reshaping future strip ratios.
Exploration Progress Across the 70,000-Meter Campaign: A status update on active drilling across AurMac and regional targets at the Nitra property, including initial findings and assay turnaround expectations.
Long-Term De-Risking and Economic Catalysts: The strategic shift toward resource conversion, infill drilling at depth, and preparation for future economic and engineering studies.
 
If you have any follow up questions for Tara please email me at Fleck@kereport.com. 
 
Click here to visit the Banyan Gold website - https://banyangold.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.

Paul Jones, President of Versamet Royalties (TSX: VMET) (NASDAQ: VMET), joins me to outline the key record metrics from the Q2 earnings released on August 13.  Paul reiterates that the Company is well on track to achieve their 2026 production guidance of 20,000 to 23,000 gold equivalent ounces. The portfolio of assets generated over $47 million in revenue in the first half of the year, which positions Versamet well to pursue accretive acquisitions, while maintaining a disciplined approach to deploying capital.
 
Q2 2026 Financial Highlights
 
Revenue of $23.7 million, an increase of 392% over Q2 2025.
Record attributable gold equivalent ounces (“GEOs”) of 5,255, an increase of 256% over Q2 2025.
Operating cash flow before working capital changes of $19.5 million, an increase of 506% over Q2 2025.
Net income of $4.9 million, an increase of 2,781% over Q2 2025.
Record adjusted EBITDA of $18.8 million, an increase of 747% over Q2 2025.
 
Q2 2026 Corporate Highlights
 
Acquired a cornerstone 3.52% existing gold stream, on the Eskay Creek gold-silver project, operated by Skeena Resources, located in British Columbia, Canada.  This materially enhances the near-term growth profile, and gold equivalent ounce production for 2027 and beyond.
 
Paul reviewed a few of the key cornerstone royalty and streaming assets, and outlined their solid operating partners in the field. Additionally, he highlighted several organic growth catalysts on tap over the next year, including the completion of the Rosh Pinah expansion, the Eskay Creek production commencing, the first gold production at Toega and Cuiú Cuiú.   The company anticipates annual attributable production run rate in 2027 to increase to approximately 35,000 GEOs.
 
Click here to follow the latest news from Versamet Royalties
 
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.
 

Jeff Phillips, President of Global Market Development, and an activist investor in the junior resource space, joins us to review the changing price trends and investor sentiment swings thus far in 2026. He goes on to unpack the value proposition in 5 junior resource stocks exploring for gold, silver, and copper that he holds in his portfolio.
 
Throughout the discussion, we get more perspective on how Jeff evaluates opportunities in the junior exploration stocks, and the types of management teams and share structure that he likes to see to participate in their financings.
 
Jeff has been involved in the natural resource space for the last three decades, and is a large strategic shareholder of over a dozen junior companies, and still a significant shareholder in a number of other mining stocks that he helped finance in the past. Jeff also serves as a technical consultant and advisor to several of these companies in the junior resource space, working on improving their messaging to the marketplace, roster of investors, and liquidity. Even though he doesn’t do many public-facing interviews or write in widely followed publications, Jeff is one of the most influential and well-respected people in the business. You’ll often see him hard at work at mining conferences, doing his due diligence and connecting people to one another.
 
The companies we discuss in this interview are:
 
Revival Gold Inc. (TSXV: RVG) (OTCQX: RVLGF)
Headwater Gold (CSE: HWG) (OTCQB: HWAUF)
Kingsmen Resources Ltd. (TSXV: KNG) (OTCQB: KNGRF)
Gladiator Metals Corp. (TSXV: GLAD) (OTCQB: GDTRF)
GreenLight Metals Inc. (TSXV: GRL) (OTCQB: GRLMF)
 
 
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 Daily Editorial, we are joined by Craig Hemke, Founder and Editor of the TF Metals Report, to break down the sharp August rebound across the precious metals complex. We examine the fundamental drivers behind gold’s resilience, shifting Federal Reserve rate expectations, and why mining equities are beginning to demonstrate significant operating leverage.
Key discussion points include:
Macro Tailwinds and Monetary Policy Shifts: Why falling Fed rate hike expectations, cooling economic data, and a weakening US Dollar are rekindling upside momentum across the precious metals complex.
Global Currency and Debt Market Pressures: The broader implications of international central bank interventions, sovereign bond market volatility, and how ballooning US debt servicing costs make sustained higher interest rates mathematically unsustainable.
Decoupling from Broad Equities: Analyzing gold's recent strength alongside rising geopolitical tensions and oil price spikes, suggesting the yellow metal may be pricing in future global liquidity injections.
Mining Share Leverage and Earnings Performance: How precious metals producers are capitalizing on robust realized metal prices and manageable cost structures to deliver outsized operational cash flows.
Technical Breakouts and Key Chart Levels: A technical overview of the precious metals equities rebound, assessing unfilled price gaps and whether holding above the 200-day moving average confirms a structural trend reversal for the VanEck Gold Miners ETF.
Upcoming Catalysts and August Volatility: What investors should monitor heading into the July FOMC minutes release and the upcoming Jackson Hole Economic Symposium amid typical late-summer trading liquidity.
 
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, we welcome back TG Watkins, Director of Stocks at Simpler Trading and Editor of the Profit Pilot website, to break down the technical setups driving precious metals, commodities, and broad equity markets.
Precious Metals & GDX Pullback Levels: A technical look at the sharp rebound in gold and gold equities following a multi-month base, along with the critical moving averages to watch to determine whether this move is a sustainable uptrend or an overextended bounce facing resistance.
Copper Equities Playing Catch-Up: Analysis on the consolidation in copper stocks following major long-term runs, the impact of recent tech deleveraging, and why emerging chart patterns signal actionable opportunities on pullbacks.
Broad Market Resilience & Market Breadth: Discussion on major indexes reaching new highs, the expanding participation across equal-weight indexes and small caps, and what the US Dollar breakdown means for broader risk assets.
Fed Policy & Election Season Dynamics: An evaluation of shifting interest rate expectations, Fed communication strategy, and how upcoming midterms could introduce tactical volatility.
Tech Sector Rotation: Where capital is rotating within the AI ecosystem, examining the divergence across software, hardware, and mega-cap leaders.
Stocks & Tickers Mentioned: GDX, GDXJ, SIL, SILJ, TGB, HBM, SCCO, COPX, IWM, RSP, SPX, TLT, DXY, MSFT, AMZN, GOOGL, AAPL
 
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.