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.
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Episodes
6 days ago
6 days ago
In this Daily Editorial, Craig Hemke, Founder and Publisher of the TF Metals Report, joins me to analyze the peak hawkishness in the precious metals market since last week. We dive into the macroeconomic backdrop as it relates to interest rates and Fed policy and the fallout after Kevin Warsh chaired his first FED meeting 2 weeks ago and addressed the markets focused on price stability.
Craig wrote an article last week titled: “Peak Hawk” outlining some of the topics we dove into during this discussion, and there is a link to that here:
https://www.tfmetalsreport.com/blog/13750/peak-hawk
Technical Levels to Watch:
Craig comments on the break-down in gold, silver, and PM ETF breaking below the 200-day moving average, and 50-week moving averages as just a ‘piling on’ effect from this peak hawkishness in the markets.
He believes most of the corrective move has happened at this point, and is anticipating 2026 to end somewhere around flat on the year; which he notes wouldn’t be too bad after the outsized gains in gold and silver in 2024 and 2025 on a percentage basis.
He points out we may need that last capitulation move this summer to wash out any remaining weak hands, and to then base and bring in the new buyers that cause shorts to cover and begin a new upleg.
Craig also points to the flattening yield curve, and where the 2-year and 10-year treasury yields have been trending as a factor worth paying attention to.
Kevin Warsh Will Be Speaking In Europe this Wednesday:
Kevin Warsh is participating in a policy panel at the European Central Bank Forum on Central Banking. Craig will be watching to see if he emphasizes the hawkish hold or dials it back a little at this meeting.
The Fed funds futures are now anticipating 1-2 rate hikes this year versus the initially market anticipated rate cuts, coming into this year. We discuss the likelihood of the market has now swung so hawkish, that it may be excessive and misplaced.
Even if we see an initial hawkish rate hike, Craigs sees that as posturing, and doesn’t anticipate that we’d have long to wait after that before the economic data on inflation softens with lower energy prices now, and that monetary policy will adjusts course in the opposite direction, in a more dovish playbook… like it has over and over again historically.
We’ll Get The Jobs Data on Thursday This Week:
The June BLS jobs report will be released on July 2, 2026, which is expected to show the creation of 172,000 new jobs. We are getting this data on Thursday, due to the observance of Independence Day on Friday.
Additionally, the Conference Board's Consumer Confidence Index and the Job Openings and Labor Turnover Survey (JOLTS) will also be reported this week.
The Macroeconomic Fundamentals Haven’t Changed:
Sovereign debt remains at record levels and most nations can not endure interest rates that go up to drastically. Craig highlights that “The Math is the math.”
Throughout history, central banks have opted for printing more money and driving interest rates meaningfully lower, to inflate their way out of economic challenges, and to pay off higher interest debt with lower-rate debt.
Overall, central banks continue to add gold to their balance sheets versus adding more US or foreign treasuries.
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. 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.
6 days ago
6 days ago
Graham Richardson, CFO of Faraday Copper (TSX:FDY – OTCQX:CPPKF), joins me to provide a big picture overview of the key exploration and development objectives and shifting workstreams now that Faraday has entered into a non-binding letter of intent for the proposed acquisition of BHP's San Manuel Property, adjacent to their Copper Creek Project in Arizona.
This is truly a transformational transaction, which once closed, consolidates two adjacent and complementary assets in the heart of the Arizona copper corridor, at a time when sourcing of critical minerals within the USA is essential. We discuss how combining the historic open pit San Manuel Mine and robust Kalamazoo underground assets with Copper Creek Project’s at-surface open pit breccias and underground porphyry assets at American Eagle and Keel creates a multi-asset copper district in the USA; and one of the largest undeveloped copper projects in North America.
Strategic Rationale
Significant resource potential: The combined project would have the potential to become a multi-generational copper district delivering made-in-America copper.
Accelerates pathway to production: Opportunity to leverage the private land position of San Manuel to facilitate the potential for expedited copper cathode production from the combined projects.
Flexibility through private land and infrastructure: Additional ~27,000 acres of private land for site facilities and access to existing regional infrastructure, including road, rail, gas and power.
Centralizes infrastructure and reduces environmental footprint: The proximity of Copper Creek and San Manuel allows for the potential to leverage existing infrastructure and for future facilities to be shared between the projects, reducing the overall environmental footprint while enhancing capital efficiency.
The combined assets offer potential for project staging: Prioritization of copper cathode production, followed by open pit sulphides before development of underground operations.
BHP to become a strategic shareholder: BHP to join the Lundin Group as a strategic shareholder of Faraday to deliver USA copper supply through a consolidated district.
Phase 4 drilling at Copper Creek will be factored into an updated copper Resource Estimate, which will be paired with upcoming confirmation drilling of the San Manuel historic resource. This will set up a wrapping economics around the Phase 1 open pit development at both projects into a combined approach, and will be combined with other data-collection and metallurgical studies. The Phase 1 open pits will then fund the eventual development into the underground resources at Kalamazoo, and eventually American Eagle and Keel.
The Company is well-funded to deliver on its key milestones and benefits from a growing management team and board of directors with senior mining company experience and expertise to deliver on the pathway from development into production.
If you have any questions for Graham regarding Faraday Copper, then please email them to me at Shad@kereport.com.
In full disclosure, Shad is a shareholder of Faraday Copper at the time of this recording, and may choose to buy or sell shares at any time.
Click here to view the latest news from Faraday Copper
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.
6 days ago
6 days ago
In this Company Update, Tara Christie, President and CEO of Banyan Gold (TSXV: BYN / OTCQB: BYAGF), joins the show to discuss the latest exploration and development milestones across the company's Yukon gold properties. Tara breaks down recent high-grade drill results at AurMac, the commencement of the regional drilling program at Nitra, and how the newly filed technical report sets a strong foundation for the upcoming Preliminary Economic Assessment (PEA).
Key discussion points include:
AurMac Project Drill Results: Insights into the recent high-grade intercepts from the Powerline deposit, including standout numbers over 5.5 g/t gold, and what these results mean for expanding the known high-grade core.
Nitro Project Exploration: An update on the newly initiated 7,500-meter diamond drilling program targeting regional targets to unlock district-scale potential.
Predictive Geological Modeling: How Banyan’s refined lithological model is successfully predicting higher-grade zones and bringing increased credibility to the resource.
Upcoming PEA and Valuation: A look ahead at the upcoming PEA catalysts in the second half of the year and the company's current valuation relative to its peers.
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.
7 days ago
7 days ago
In this Company Update, I sit down with Mike Burke, Director and Vice President of Corporate Development at Sitka Gold Corp. (TSX.V: SIG | OTCQB: SITKF | FSE: 1RF), to break down the latest high-grade drill results from the Blackjack deposit at their flagship RC Gold Project in the Yukon.
Mike discusses the strategic balance between infill and expansion drilling, explains how structural controls are guiding their deep exploration, and compares their current asset scale to Tier-1 gold systems in the region.
Key Discussion Points:
Recent High-Grade Drill Results: A look into the high-grade intercepts from the June 23rd release and what these mean for the asset.
Infill vs. Expansion Drilling: How the company is prioritizing shallow, near-surface ounces while simultaneously testing the boundaries of the deposit.
Deep Mining Trade-Off Studies: The ultimate goals for their deep drilling program and how it will shape future open-pit versus underground development decisions.
Understanding Visible Gold: The real-time exploration value of frequent visible gold observations in the core and its correlation with higher-grade pockets.
Corporate Scale and Target Size: Comparing Sitka's growing resource base to multi-million-ounce intrusion-related gold systems like Fort Knox and Eagle.
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.
7 days ago
7 days ago
In this Sunday special edition of The KE Report, I sat down with Marc Chandler, Chief Market Strategist at Bannockburn Capital Markets and Editor of the Marc to Market website, to unpack a whirlwind week for global macroeconomics, geopolitics effects on the oil sector, central bank policy and how that factors into interest rates and currencies, and international markets.
Key Discussion Points:
Strait of Hormuz Geopolitics and The Oil Price Response: We discuss the significant drop in crude oil prices over the last couple of weeks as a market response to the MOU signed between the US and Iran, but counterbalance the conversation with the renewed tensions to end the week and heading into the weekend.
Inflation Expectations and Fed Policy: Two weeks after Fed Chair Warsh’s debut meeting, the market is pricing in a hawkish trajectory for the end of the year, which is affecting the short-end of the yield curve, while the longer-dated treasury yields are flattening. Mark weighs in on the key takeaways in the trends.
The Surging US Dollar Index: Why the dollar is breaking out of its year-long range, achieving new highs against the Japanese Yen and Canadian Dollar, and defying widespread expectations of a decline.
MAG-7 Leadership Rolls Over: We’ve seen many of the megacap tech stocks rolling over the last couple of weeks, and dissect whether this is healthy rotation into other sectors, or a more worrisome sign.
SpaceX IPO Fallout For The Space Stocks: We review the potential frothy market sentiment read of high profile IPOs like SpaceX and Anthropic, and what this means for the space sector valuations dropping most of this year. Mark points out that the increased issuance of shares overall in the market data means that the same money is chasing even more paper, and causing selling in some sectors to rotate into the new trending stories.
International Market Movers: We discuss interest rates, currencies, and stock markets abroad from Europe to Asia, and the trends and moves by specific countries that have Marc’s attention.
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. 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.
Saturday Jun 27, 2026
Saturday Jun 27, 2026
As mega-cap tech giants experience sharp rotations and growing pains over artificial intelligence expenditures, savvy investors are looking toward the broader macro picture for stability and alpha. In this KE Report Weekend Edition Rick Bensignor and Josef Schachter break down the underlying forces shifting today's markets, tracing the path from volatile tech stocks and cooling precious metals to the quiet accumulation phase developing within the global energy sector.
Segment 1 & 2 - Rick Bensignor, the President of Bensignor Investment Strategies and founder of the In The Know Trader website. Rick discusses the current broad-based market pullback, emphasizing that while the tech sector has driven recent momentum, massive rotation and specific stock movements are creating complex dynamics. He also shares thoughts on the precious metals pullback and copper market.
Click here to visit the In The Know Trader website - https://intheknowtrader.com/
Segment 3 & 4 - Josef Schachter, founder and editor of the Schachter Energy Report and the Eye on Energy newsletter (on Substack), discusses the current sharp decline in oil prices and previews key indicators like the bullish percentage index to identify potential buying windows for energy stocks. Josef also lays out his long-term bullish thesis for commodities and outlines top natural gas and oil stock picks that are approaching bargain levels.
Click here to learn more about The Schachter Energy Report - https://schachterenergyreport.ca/
Click here to follow Josef on Substack at his Eye One Energy Report. - https://josefschachter.substack.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.
Friday Jun 26, 2026
Friday Jun 26, 2026
Dana Lyons, fund manager and editor of the Lyons Share Pro website, joins me for an in-depth discussion around a number of market sectors and provides his technical insights and trading strategies around general US equity markets, some specific sector ETFS, and then commodities and resources stocks as it relates to oil, gold, silver, copper, rare earths, lithium, bitcoin, international markets, and emerging markets.
He makes the point that many sectors are working, even as mega-cap tech leadership has been rolling over. We discuss portfolio trading strategies, monitoring relative strength, where to sell the rips, and where to buy the dips.
Sectors and ETFs specifically addressed in this conversation:
(RSP) Invesco S&P 500 Equal Weight ETF
(RZG) Invesco S&P SmallCap 600 Pure Growth ETF
(RFG) Invesco S&P MidCap 400 Pure Growth ETF
(FBT) First Trust NYSE Arca Biotech ETF
(FXH) First Trust Health Care AlphaDEX ETF
(JETS) US Global Jets ETF
(XLE) State Street Energy Select SPDR ETF
(OIH) VanEck Oil Services ETF
(GLD) SPDR Gold Shares
(GDX) VanEck Gold Miners ETF
(SLV) iShares Silver Trust
(CPER) United States Copper Index
(COPJ) Sprott Junior Copper Miners ETF
(COPX) Global X Copper Miners ETF
(REMX) VanEck Rare Earth/Strategic Metals ETF
(LIT) Global X Lithium & Battery Tech ETF
(BTC/USD) Bitcoin
(EWY) iShares MSCI South Korea ETF
(EWT) iShares MSCI Taiwan ETF
(EEM) iShares MSCI Emerging Markets ETF
(IEMG) iShares Core MSCI Emerging Markets ETF
Click here to visit the Lyons Share Pro website and learn more about Dana’s investment services – https://lyonssharepro.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. 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.
Friday Jun 26, 2026
Friday Jun 26, 2026
Dustin Perry, Founder and CEO of Kingfisher Metals Corp. (TSXV:KFR) (OTCQB:KGFMF) (FSE:970), joins me to highlight the commencement of their fully-funded 15,000 metre drill program; in a three-pronged approach to various copper-gold targets in the Hank-Mary district of the Hwy 37 Project, in the Golden Triangle, British Columbia.
2026 Drill Program Update
The first diamond drill has re-entered the 2025 Hank Porphyry discovery hole (HW-25-011) with the goal of extending mineralization beyond the previously reported intercept of 425 m of 0.15% Cu, 0.21 g/t Au, and 2.2 g/t Ag (0.40% CuEq).1,2,3 The original intercept bottoms in increasing Cu grades at 959 m depth where potassic alteration is identified and becoming more prevalent. The second drill will collar in the Hank Porphyry Target area, stepping out over 300 metres, and complementing the first drill. The 3rd drill is set to arrive to site in early July and drill pads are being planned and set up.
2026 Field Program Underway
Reconnaissance prospecting and regional stream sediment sampling are also scheduled to begin shortly across the HWY 37 Project, with geological mapping and soil sampling scheduled to begin during the second week of July. Ground IP geophysics and the airborne Mobile Magnetotelluric (MMT) and magnetic surveys remain on track to commence around mid-July.
Hank Porphyry Cu-Au Discovery – Expansion and Delineation
The Hank porphyry Cu-Au discovery represents a well-defined, large-scale copper-gold target supported by multiple converging lines of geological and geophysical evidence:
Kilometre-scale geophysical anomalies: IP geophysics, magnetics, and magnetotellurics (MMT) anomalies all converging on the same broad target.
Compelling emplacement timing: Porphyry mineralization at Hank, Williams & Mary (~190–186 Ma) overlaps in time with the nearby Mitchell deposit (~196–189 Ma)⁴ the largest undeveloped Cu-Au deposit in Canada.
Hank Au Targets – Bulk Tonnage Gold Targets
At-surface bulk-tonnage gold targets proximal to the Hank Porphyry Target offer significant opportunities for expansion with untested wide-spaced gaps (up to 500 m) between historical drill holes despite evidence of strong gold endowment in historical drilling.
Historical results include:
55.8 m of 1.38 g/t Au (DDH84-4)
42.0 m of 2.52 g/t Au (DDH85-32)
63.0 m of 1.86 g/t Au (DDH85-45)
Several historical holes terminate in mineralization including DDH88-16 with 74 m of 0.43 g/t Au including 0.92 g/t in the last assay.
Structural High-Grade Au Targets
Updated LiDAR, geological interpretation, and 3D modelling are being used to identify higher-grade structural gold zones. Previous workers explored with a single NW-SE azimuth to drill holes, this created a strong bias on ore geometry. New interpretations indicate multiple and complex structural patterns would have been poorly tested by previous holes. Revised interpretations will test projections of identified structures and ore shoot concepts as well.
New Discovery Drilling – Turquoise, Rainbow, & Regional Porphyry Targets
Beyond the Hank Porphyry Target, the Company will conduct first-pass discovery drilling at the Turquoise and Rainbow targets, along with additional regional prospects. This initiative is focused on identifying large-tonnage porphyry systems across the full breadth of the Company’s multi-district-scale land package — providing multiple opportunities for new discovery.
If you have questions for Dustin regarding Kingfisher Metals, then please email us at either Fleck@kereport.com or Shad@kereport.com.
Click here to follow the latest news from Kingfisher 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.
Friday Jun 26, 2026
Friday Jun 26, 2026
Jason Jessup, CEO and Director of Magna Mining (TSX: NICU) (OTCQX: MGMNF), joins me for a review of Q1 operations and financials at the McCreedy West Mine located in Sudbury, Ontario, Canada. Then we dive into an overall exploration and development update at the prior-producing Levack Mine, and a development update at Crean Hill to map out what the pathway to restarting production would entail at both mines.
We start off noting the graduation from the TSX Venture Exchange (“TSXV”) to the Toronto Stock Exchange (“TSX”). The Common Shares just began trading on the TSX at market earlier this week on Tuesday, June 23, 2026, and will continue to trade under the current stock symbol, (“NICU”). Jason highlights the extra liquidity and potential for passive fund inclusion that this will present in the fullness of time.
Q1 Operations and Financial Highlights:
Positive cash margin of $6.0 million at the McCreedy West copper-precious metals-nickel Mine.
In Q1 2026, 82,296 tons of ore was processed from the 700 Footwall Copper Zone at McCreedy West at a grade of 3.38% copper equivalent (“CuEq”) based on realized metal prices in the quarter.
The Company produced 4.1 million CuEq payable pounds (“lbs”) in Q1 2026. With both tonnage and grades forecast to increase from Q1, the Company continues to expect to achieve full year production guidance of 16-18 million CuEq payable lbs.
Quarterly cash costs of US$3.48 per CuEq lb, and All-in sustaining costs (“AISC”) of US$4.21 per CuEq lb, respectively. Production costs per ton processed in Q1 2026 declined by 5.3% quarter over quarter to $214 per ton.
Ended Q1 2026 with cash and cash equivalents of $35.8 million and a working capital balance of $53.7 million.
Exploration and evaluation expenses in Q1 2026 of $2.8 million, including $2.3 million at Levack Mine as focus transitioned to infrastructure readiness to support early ore sources and new underground exploration platforms to test the R2 Footwall Zone, with completion of a Preliminary Economic Assessment (“PEA”) expected in Q3.
During Q1 2026, the Company announced initial Mining Reserves for the 700/PM copper-precious metals Zones at McCreedy West which demonstrate an initial three-year production profile, assuming forecasted mining rates which are in line with the current operation and 2026 guidance.
We reviewed the continued high-grade drill results across copper, nickel, platinum, palladium, gold, and silver in more recent assays returned from the ongoing exploration and development work at the Levack Mine.
Highlights from the new assay results include:
MLV-26-14A W2 – intercepted 9.4% Cu, 2.3% Ni, 28.7 g/t Pt+Pd+Au, 52.9 g/t Ag (29.7% CuEq) over 3.4 metres,
Including 18.7% Cu, 0.7% Ni, 60.2 g/t Pt+Pd+Au, 103.8 g/t Ag (57.0% CuEq) over 1.5 metres,
And 21.4% Cu, 0.4% Ni, 40.8 g/t Pt+Pd+Au, 152.0 g/t Ag (34.0% CuEq) over 0.4 metres,
MLV-26-14A W3 - intercepted 22.5% Cu, 1.4% Ni, 49.9 g/t Pt+Pd+Au, 135.0 g/t Ag (43.9% CuEq) over 1.1 metres;
And 14.0% Cu, 1.9% Ni, 47.2 g/t Pt+Pd+Au, 96.0 g/t Ag (36.2% CuEq) over 1.5 metres,
The Company is planning to release a Preliminary Economic Assessment (“PEA”) for the Levack Mine in parallel with work to re-establish ore and waste hoisting capabilities during 2026. At present those economics will not include the high-grade drilling completed to date at the R2 Footwall Zone. Jason highlights that a development drift is being implemented to support ongoing underground exploration of this area, for the potential of future implementation into development plans.
Next we review the ongoing workstreams for Crean Hill that will be feeding into the upcoming PFS later this year. He notes that the significantly higher precious metals today compared to back in 2022 will be a factor that plays into the updated economics, and maps out that the ramp-up into production could commence as early as H2 2027.
We wrap up discussing that the prior-producing Poldosky Mine and the development-stage Shakespeare Project are still both permitted assets of merit and will feed the development cue as mines number 4 and 5 further down the road.
Click here to follow along with the news at Magna Mining
If you have questions for Jason regarding Magna Mining, then please email me at Shad@kereport.com.
In full disclosure, Shad is a shareholder of Magna Mining at the time of this recording, and may choose to buy or sell shares at any time.
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.
Friday Jun 26, 2026
Friday Jun 26, 2026
In this Company Update, I am joined by Charles Funk, President and CEO of Heliostar Metals (TSXV: HSTR | OTCQX: HSTXF), for an in-depth corporate update reviewing spectacular new drill assays at Ana Paula and La Colorada, upcoming feasibility milestones, and newly secured permits at La Colorada.
Key Discussion Points:
The Ana Paula High-Grade Panel: Charles breaks down the continuity and width of the recent infill drilling results, highlighting why Ana Paula is tracking to become one of the most profitable, lowest-cost gold mines in the industry.
Unlocking the Deep Expansion Zone: We explore the geological upside sitting underneath the core high-grade resource, where step-out drilling that could significantly extend the mine's longevity.
The "North Zone Linkage" Discovery: Charles introduces a brand-new structural trend connecting separate mineralized zones, adding a fresh layer of exploration potential.
La Colorada's "Veta Madre Plus" Pit Expansion: We discuss the newly granted environmental permits and the strategic shift toward a larger pit design slated to add significant near-term production ounces by mid-2027.
Insulated Growth and Insider Alignment: Learn how the company's conservative budgets and low all-in sustaining costs protect shareholders from equity dilution, plus nearly $1 million in recent insider buying.
Please email me at Fleck@kereport.com with any follow up questions for the team at Heliostar Metals.
Click here to visit the Heliostar Metals website to learn more about the Company - https://www.heliostarmetals.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.