The KE Report

Sean Brodrick – Portfolio Strategies In Gold, Silver, Copper, Oil, Nat Gas, Rare Earths, Antimony, Tech Stocks, AI Stocks, and The Robot Revolution

Sean Brodrick, Editor of Wealth Megatrends, Supercycle Investor, Resource Trader, and contributing analyst to Weiss Ratings Daily, joins us to outline strategies for portfolio management in lieu of the underlying trends in gold, silver, copper, oil, nat gas, rare earths, antimony, tech stocks, AI stocks, and robotics stocks. He also highlights some of the trades in individual resource stocks in his portfolio.
 
We start off noting the strong V-shaped recovery in gold and silver and the precious metals equities since our last conversation in late October.  After the sector corrected down sharply from mid-October into early November, it then rallied strongly back up through present in mid-December.  
Silver breaking up decisively through the October highs in late November had Sean communicating with his subscribers to get positioned into even more silver stocks over the last couple weeks.
In the larger silver stocks Sean got repositioned in both Pan American Silver and Hecla Mining again in 2 of his respective publications and portfolios.
He is more animated by the recent outperformance of some of his junior mining stocks, flagging the outperformance in Heliostar Metals, Vizsla Silver, and Avino Silver and Gold.
 
Sean makes the case for both gold and silver running much higher in the year to come.
His medium-term target for gold is at $4,500 and then a run over $5,000 is quite doable. Longer-term he still has an upside target for gold around $6,930.
With silver he sees an eventual run to $100 as quite possible next year, and longer-term even a move to $200 would simply bring the metal up to it’s inflation-adjusted highs.
“I don’t think most generalist investors are going to wake up until silver gets to $100, and then they may say ‘Oh, I should add some to my portfolio.’ ”
“It’s not too late really to buy any of the silver miners. Heck, look at our Avino Silver and Gold… it’s up 58% already and we didn’t add it that long ago.”
 
From there we broaden out the discussion to the whole commodity complex, which Sean believes will stay in momentum overall.
He points to the strength in copper and copper stocks, and advises looking for domestic opportunities to participate in that megatrend as it continues to develop.
He feels many of the metals are moving higher in sympathy with the breakout in the precious metals.
Sean believes this commodities super-cycle will even begin to drag the lagging traditional energy sector higher once again next year, pointing to the recent strength in natural gas, and the eventual catch-up trade in oil and oil stocks.
 
Shifting over into some of the niche’ elements of the critical minerals sector, we discuss the outsized move higher in rare earths, antimony, and tungsten stocks in the summer into the early fall, but then the harsh correction back lower again, with many equities down 50-70% off their recent highs.
Sean reiterates the importance of pulling partial profits when people have outsized gains in their portfolios.
He outlined that he advised subscribers to reduce down positions in some of his big winners in rare earths, like MP Materials, and antimony like United States Antimony a couple of months ago. He also trimmed back most of those positions over the last few weeks to still lock in 106% and 85% gains respectively in the remaining portions, highlighting the importance of getting into trends early on at low prices and buying when the trends were in motion but less obvious to the broader markets.
While he acknowledged some of these critical minerals sectors may be one of the few areas experiencing tax-loss selling this season, he still thinks investors can pick their spots and get re-positioned as these trends are not over, and China is still back to increasing their export controls on these important commodities.
 
Wrapping up we looked back at 2025 more big picture, and summarized a great year overall for investors, but marked with extreme moves of volatility in both directions.
Sean pointed back to mixed start to the year, the severe market dislocations in most sectors during the April tariff tantrum lows, the strength and rebound of the precious metals, general US equities, and in particular the tech stocks.
Sean anticipates the tech stocks continuing to garner a bid in 2026, and highlighted companies that can utilize AI to reduce headcount and improve efficiencies as big future winners.
He also flagged the integration of AI into robotics to spur a “robot revolution” in 2026 and moving forward, noting how it takes them from stupid to thinking machines with more utility.
He also notes that if we want to build out future robotic workforces for utilization that it is going to take quite a bit more of many commodities including copper, silver, and select rare earths.
On the geopolitical front, all the global conflict and rearming of nations militaries are going to keep a bid in defense metals like antimony and next generation defense stocks.
 
Click here to follow along with Sean’s work at Weiss Ratings Daily and Wealth Megatrends
 
Click here to learn more about Resource Trader
 
 
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.

Emerita Resources – The Aznalcóllar Tender Still Awaits The Administrative Court Decision - The Value Proposition Of IBW, San Antonio, and Nuevo Tintillo

David Gower, CEO and Chairman of Emerita Resources (TSX.V: EMO) (OTCQB: EMOTF), joins us to review the news out to the market on December 5th with regards to what the criminal court decision in Spain with regards to Aznalcóllar, how the actual decision on tender being awarded on the Project still comes down to the administrative court. We then dive into the value proposition on their flagship IBW project, the recent acquisition of the expanded San Antonio Project, and the earlier-stage but large and prospective Nuevo Tintillo exploration project.
 
David summarizes the decision from the Third Section of the Provincial Court of Seville, which has completed the hearings for the criminal trial on the alleged crimes committed during the process of awarding the tender. The hearings commenced on March 3, 2025 and were completed on July 15, 2025.  He goes on to point out that while it would have expedited the process to have a criminal conviction, it is not necessary to still be awarded the Aznalcóllar tender, and that many people have prematurely assumed a definitive outcome.
 
Then we shifted over to the value proposition of their flagship Iberian Belt West (IBW) Project, which hosts three Volcanogenic Massive Sulphide (VMS) deposits, that comprise a NI 43-101 compliant mineral resource estimate from the La Romanera, La Infanta and El Cura deposits.  David points to the update to the resource estimate that will be coming out in Q1 of 2026, which will then be used to release updated project economics at IBW. Rising metals prices as well as increased metals recovery rates from a series of metallurgical tests will result in expanded metrics in both studies.
 
Next we reviewed the 2 new properties acquired a few months ago, cumulatively referred to as the San Antonio Project, which substantially increased Emerita’s wholly owned Iberian Pyrite Belt holdings; taking the Company’s total mineral property holdings in the IBW area to 8,144 hectares.
Wrapping up David highlights the prospectivity of the large earlier-stage Neuvo Tintillo Project, strategically located in between prior producing and development-stage projects in the mineralized belt.   There will be a drill program commencing here in H2 of 2026.  
 
If you have any follow up questions for David regarding Emerita Resources, then email those in to us at either Fleck@kereport.com or Shad@kereport.com.
 
In full disclosure, Shad is a shareholder of Emerita 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 Emerita Resources
 
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. 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.
 

Vizsla Silver - $300M Financing, Full Flexibility & Fast-Track to Production

I speak with Mike Konnert, President & CEO of Vizsla Silver (NYSE/TSX: VZLA) about the company’s upsized US$300M convertible note financing and how it strengthens Vizsla’s ability to accelerate development of the high-grade Panuco Project, in Mexico. Mike also highlights the newly filed feasibility study, underground progress, and Vizsla’s long-term goal of becoming a 50 Moz AgEq/year producer.
Key Discussion Points
Why Vizsla Chose the $300M Convertible Note Replacing a costlier, restrictive project finance facility with a flexible, upfront funding structure.
Capped-Call = Minimal Dilution Protection up to US$10.50/share, with the company intending to settle in cash.
Accelerating Build-Out & Exploration Immediate capital access enables faster construction, underground drilling, and district-wide exploration.
Feasibility & Outlook Vizsla is now fully feasible and fully financed with exceptional project economics and multiple growth targets across Panuco.
If you have any follow up questions for Mike please email me at Fleck@kereport.com. 
 
Click here to visit the Vizsla website to learn more about the Company.
 
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For more market commentary & interview summaries, subscribe to our Substacks: https://kereport.substack.com/ 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.

Thesis Gold - Lawyers-Ranch Project PFS Highlights An After-Tax NPV5% of $4.36 Billion and an IRR of 87.8% at $4,100 Gold and $51 Silver

Ewan Webster, President and CEO of Thesis Gold Inc. (TSXV: TAU) (WKN: A3EP87) (OTCQX: THSGF), joins us for a comprehensive overview of the Pre-Feasibility Study (PFS) announced on December 1st, at the combined Lawyers-Ranch Project, in the Toodoggone Mining District of British Columbia.
 
This Lawyers-Ranch project hosts a resource of 4.7 million gold equivalent ounces, with a substantial silver contribution, but the PFS economics are based solely on the Proven & Probable Reserves of 3.2 Moz AuEq.
 
PFS highlights are summarized below:
Strong Economics at US$2,900 per ounce of gold (oz Au) and US$35 per ounce of silver (oz Ag):
Pre-tax: 73.5%, internal rate of return ("IRR") and $3.73 billion net present value at a 5% discount rate ("NPV5%")
After-tax: IRR of 54.4% and an NPV5% of $2.37 billion
At US$4,100/oz Au and US$51/oz Ag:
Pre-tax: 117.4% IRR and $6.86 billion NPV5%
After-tax: 87.8% IRR and $4.36 billion NPV5%
Strong Early Production: Strong gold-equivalent ("AuEq")* annual production rates for the first three years averaging 266,000 ounces**, and 187,000 ounces** over the Life of Mine.
Increased Tonnes Processed, Increased Throughput Rates and Extended Mine Life: Despite the removal of Inferred Resources from the mine plan, total tonnes processed rose by 18% (relative to the 2024 Preliminary Economic Assessment). Process plant throughput increased by 9% to 13,700 tonnes per day (t/d) and the mine life increased to 15-years, based solely on Measured and Indicated Resources.
Mineral Reserve: Maiden Mineral Reserve statement with 76.16 million tonnes of ore grading 0.97 g/t Au and 28 g/t Ag for a total AuEq grade of 1.33 g/t.
Low All-in Sustaining Costs ("AISC"): Average AISC of US$1,185 per AuEq ounce.
Silver: Silver production accounts for approximately 23% of revenue.
Quick Payback: The Project offers an after-tax payback period of 1.1 years at US$2,900 Au and US$35 Ag.
Capex: Initial capital expenditure is estimated at $736.2 million, with a compelling after-tax NPV5%:initial capital ratio of 3.2:1. The initial capital estimate does not consider a potential revenue of $91.1 million in pre-production revenue from processing stockpiles as part of the initial commissioning and ramp-up plan.
Project Upside: Significant project upside exists both in the potential to further optimize engineering design through a Feasibility Study, and in the project-wide exploration potential that remains untapped.
The PFS did not include recovery of the crown pillar between the open pit and underground workings. With further study there is an opportunity to increase the mineable ore from underground without impacting the open pits.
Inferred mineral resources from both Ranch and Lawyers are not captured within the PFS mine plan. Upgrading the classification of these Inferred ounces through additional drilling presents an opportunity to potentially expand the mineable materials.
Numerous early-stage and undrilled targets exist across the entirety of the Lawyers-Ranch tenure, and Thesis is focused on a comprehensive, systems-based approach to unlocking additional exploration potential in an emerging porphyry district.
 
 
 
If you have any questions for Ewan regarding Thesis Gold, then please email them into us at Fleck@kereport.com or Shad@kereport.com.
 
In full disclosure, Shad is a shareholder of Thesis Gold 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 Thesis Gold
 
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.

Contango ORE & Dolly Varden Silver – Merger Breakdown & Growth Vision

In this KE Report update, we speak with Rick Van Nieuwenhuyse, President & CEO of Contango ORE (NYSE American: CTGO), and Shawn Khunkhun, President & CEO of Dolly Varden Silver (NYSE American: DVS, TSX-V: DV), to outline the strategic merger creating a new high-grade gold–silver producer.
Why the merger works Contango brings strong cash flow (≈US$100M/yr) from the Mahn Choh DSO operation with Kinross, while Dolly Varden contributes a high-grade silver–gold portfolio in BC’s Golden Triangle. 
Development pipeline Lucky Shot remains next in line for production using the DSO model, followed by the high-grade Johnson Tract project. Dolly Varden’s Wolf, Homestake, and broader Kitsault Valley assets gain funding and technical depth to accelerate exploration.
DSO strategy advantages High grade, small footprint, no mill or tailings required, and access to existing underutilized processing facilities support a scalable, low-capex production approach.
Valuation opportunity The combined entity is expected to begin around 0.5x NAV, with potential re-rating as size, liquidity, cash flow, and index inclusion improve.
Also please share your thoughts on the merger in the comments or email Shad and I at Fleck@kereport.com and Shad@kereport.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. 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.

Dave Erfle - M&A Insights: Contango Ore & Dolly Varden Silver, Rio2 Copper Mine Acquisition

Today we welcome Dave Erfle, founder and editor of Junior Miner Junky, to break down a big week in the resource sector. Two major M&A deals hit the tape while silver powered above $60/oz, adding fuel to an already strong precious-metals bull market.
Key Discussion Points
Dolly Varden Silver + Contango Ore Merger A cash-flowing US gold producer (CTGO) joins a high-grade silver explorer (DVS/DV.V). Dave explains why this de-risks Dolly Varden and brings retail strength and silver exposure to Contango.
How to Value the New Company With production, exploration, and sizeable free cash flow combined, Dave outlines why valuation becomes more complex.
Silver Over $60/oz Dave highlights technical targets, a falling gold–silver ratio, and why silver equities remain highly leveraged to the move.
Rio2 Acquires Producing Copper Mine Rio2 (RIO/RIO.V/RIOFF) adds immediate cash flow through a US$217M purchase in Peru, supporting its Phoenix Gold Project as it nears first pour.
Trend: Juniors Bolting On Production Dave notes this strategy - seen with Integra, Discovery Silver, and Heliostar - is becoming the go-to model for developers to avoid heavy dilution.
Click here to visit the Junior Miner Junky website to learn more about Dave’s investment letter.
 
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For more market commentary & interview summaries, subscribe to our Substacks: https://kereport.substack.com/ 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.

Aztec Minerals - Expanding the Drill Program at Tombstone

In this KE Report update, I speak with Simon Dyakowski, President & CEO of Aztec Minerals (TSX.V:AZT | OTCQB:AZZTF) about the company’s decision to expand the Tombstone drill program to 8,500 meters, progress to date, and what investors can expect next.
Key Discussion Points:
Program Expansion: Why the RC portion was increased and how stronger-than-expected drilling performance supports the updated plan.
Assay Delays & Timing: Lab repairs, new staffing, and when outstanding results from late summer and fall are expected.
New Drill Targets: Additional holes focused on the South Extension and moving west toward areas historically viewed as more silver-rich.
Core Drilling Update: A new rig and crew have significantly improved performance, with the first deep hole completed and CRD-focused targets now underway.
Potential Resource: With growing drill density along the Contention trend, Aztec will assess whether a maiden resource is feasible after this program.
Strong Treasury: ~$9M cash supports completion of the program and ongoing work without additional financing.
Please email me any questions you have for Simon. My email address is Fleck@kereport.com. 
 
Click here to visit the Aztec Minerals website.
 
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For more market commentary & interview summaries, subscribe to our Substacks: https://kereport.substack.com/ 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.

Troilus Mining – A Gold-Copper Project Of Scale, Capital Stack Coming Together, Basic And Detailed Engineering Studies, Permitting Progress, And Exploration Upside

Justin Reid, President and CEO of Troilus Mining Corp. (TSX: TLG) (OTCQX: CHXMF) (FSE: CM5R), joins me for a comprehensive update on their recent name change from Troilus Gold due to them having a project of scale with a substantial copper component, at the Gold-Copper Troilus Project located in northcentral Quebec, Canada. 
 
The potential for large future copper production, in concert with the gold and silver, has been integral in building out the capital stack with ECAs and MCAs, getting offtake agreements in place, and in bringing in key investors into the most recent capital raise.  In addition, we discuss the advancement of basic and detailed engineering studies, get an update on the permitting progress, review peer comparisons on valuations, and discuss the exploration success at the Southwest Zone and the upcoming regional drill program,
 
We start off noting that at present there are already 13 million gold equivalent ounces in all categories in place at the deposit; but that the 22 year projected mine life and robust economics are only factored on roughly half of these resources at present.
 
On November 19, 2025,Troilus Mining announced that it has increased its previously announced debt financing mandate from US$700 million to up to US$1 billion. The upsizing of the mandate reflects the strength of current commodity markets and the material uplift in project economics relative to the conservative assumptions used in the Feasibility Study. It also underscores the continued confidence of the Company’s lending partners and Troilus’ growing strategic importance as one of North America’s next major copper-gold mines.
 
On November 14, 2025, Troilus Mining announced that it has closed its previously announced bought deal public offering, including exercise of the over allotment option issuing 133,722,000 common shares of the Company at a price of $1.29 per Common Share for aggregate gross proceeds of $172,501,380. The net proceeds from the sale of the Offered Shares will be used by the Company to fund ongoing pre-development activities, debt repayment, and for working capital and general corporate purposes.
 
Basic engineering of the Project led by engineering partner BBA Inc has now mostly been completed, and is moving on to detailed engineering.  Following the completion of trade-off studies and process flowsheet definition earlier this year, the focus shifted to cost estimation, procurement, and execution planning. Major deliverables - including capital cost estimates, vendor evaluations, and project execution plans - are now well advanced, supporting a targeted construction decision in 2026. Key trade-off studies were conducted, resulting in design improvements to support scalability, operational robustness, and energy efficiency, with minimal impact to capex.
 
Construction Readiness and Commissioning Preparation
 
Layouts of construction facilities have been developed to optimize logistics and cost planning.
Review of 3D models for the Project’s process plant, dry comminution circuit, and site infrastructure is over 30% complete.
Commissioning systems have been identified and sequenced to ensure a structured transition from construction to operations.
 
Switching over to the permitting progress, on June 25th the Company announced that it had officially filed the Environmental and Social Impact Assessment (“ESIA”) with both the Government of Québec and the Government of Canada. The submission of the ESIA marks a major milestone in the development of the Troilus Project, representing the culmination of over five years of comprehensive baseline studies, robust technical evaluations, and meaningful engagement with Indigenous and local communities. Permitting should time out with remaining economic studies and engineering for a construction decision in 2026.
 
Wrapping up we discussed all the infill and expansion drilling at the Southwest Zone this year that will continue into next year, which has continued to hit increased grades over broad intercepts.  Raising the grade profile of this key area positively impacts the first 5 years of mining in the development scenario.  Justin also highlights regional drilling opportunities that the exploration team will pursue in 2026.
 
 
If you have any questions for Justin regarding Troilus Gold, then please email them over to me at Shad@kereport.com.
 
In full disclosure, Shad is a shareholder of Troilus Gold at the time of this recording, and may choose to buy or sell shares at any time.
 
Click here to follow along with the latest news from Troilus Gold
 
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.
 

Goliath Resources – Several Batches Of High-Grade Gold Assays Reported From Both The Bonanza Sheer Zone and The Reduced Intrusion Mineralized Dykes

Roger Rosmus, Founder, CEO, & Director of Goliath Resources (TSX.V: GOT) (OTCQB: GOTRF), joins me to review the most recent batches of high-grade gold drill assay results reported over the last month from the 64,000 meter 9-rig 2025 drill program; at the Surebet Discovery on its 100% controlled Golddigger Property, located in the Golden Triangle, British Columbia.
 
Select highlights outlined in the news released on December 2nd:
 
Headline drill hole # GD-25-383 intersected 7.28 g/t Au over 8.00 meters, within 5.85 g/t Au over 10.00 meters in the Eocene-aged Reduced Intrusion Related Gold (RIRG) dyke that remains open.
Drill hole # GD-25-311 intersected two gold-rich veins, including 15.13 g/t Au over 3 meters from a section of quartz-sulphide veining with multiple occurrences of VG-NE corresponding to the Bonanza Zone that remains open.
Drill hole # GD-25-370 intersected three gold-rich veins in the Bonanza Zone that remains open assayed up to 5.66 g/t Au over 5.05 meters, including 9.24 g/t Au over 3.05 meters from a zone of strong quartz sulphide veining and breccia with numerous occurrences of VG-NE.
 
Select highlights outlined in the news released on November 17th, 2025:
 
Headline Drill hole # GD-25-377 intersected three separate intervals. The first being 10.25 g/t Au over 7.02 meters, within 7.16 g/t Au over 10.84 meters, within 5.20 g/t Au over 15.00 meters containing multiple occurrences of VG-NE within a zone of strong quartz-sulphide veining hosted in the Bonanza Zone that remains open.
Drill hole # GD-25-332 intersected 13.38 g/t Au over 5.75 meters, including 15.83 g/t Au over 4.86 meters, including 19.87 g/t Au over 3.87 meters part of a zone of quartz-sulphide veining containing multiple occurrences of VG-NE hosted in in the Goldzilla Vein that remains open.
Drill hole # GD-25-380 intersected 6.61 g/t Au over 5.80 meters, within 4.83 g/t Au over 8.00 meters from an interval corresponding to the Goldzilla Vein containing VG-NE in quartz-sulphide veins.
 
Roger outlines that the high-grade gold-mineralization seen in in the Reduced Intrusion Related Gold (RIRG) dyke in hole #383 is right between prior holes #237 and #226 drilled in 2023, showing the broad mineralization and good odd of continuity in the Eocene-aged mineralization.   It adds to the thesis to continue testing and drilling the many other RIRG dykes in the system.
 
He also points out that the high-grade gold intercepts coming from drillholes into the Bonanza Zone, (a series of stacked veins dipping to the southeast, where the sediment rock packages contact the volcanic rock packages), has been expanded this mineralization to 1.25 km along its east-west orientation. The mineralized trend still remains open for expansion to the northwest where Bonanza extends for 580 meters.  He notes that there are plenty of holes still pending to report from this year’s program, and many targets to keep going after in the Bonanza Zone in next year’s fully funded drill program.
 
Assays are still pending for 70 holes from this year’s exploration campaign, of which 55 (representing 79% of the total pending) contain up to 12 occurrences of visible gold to the naked eye (VG-NE); see images in the press release from December 2nd. The intercepts reported thus far are approximately true width and reflect gold only assays (AuEq values will be adjusted accordingly once Ag, Cu, Pb and Zn multi-element assays are returned from the lab in the weeks and months to come).
 
 
If you have any questions for Roger about Goliath Resources, then please email 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:
 
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.
 
 

Craig Hemke - Silver’s Breakout, Copper Strength & the Fed’s Next Move

In this KE Report daily editorial, we speak with Craig Hemke, founder of TF Metals Report, about silver’s surge toward $60/oz, strong copper performance, and how this week’s Fed meeting may drive the next move in metals and miners.
Key discussion points:
Silver strength - Breaking above $54, triggering momentum buying and short covering.
Gold’s unusual back-to-back gains - Markets front-running future rate cuts and negative real yields.
Copper vs. oil - What the divergence may signal for global growth.
Fed expectations - High odds of a year-end cut and how a new Fed chair could shift policy.
Seasonality - Light tax-loss selling this year but strong Q4 metals prices supporting miner earnings.
Click here to visit Craig’s website - TF Metals Report
 
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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. 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.