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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Thursday Jan 29, 2026
Thursday Jan 29, 2026
In this episode, we sit down with Greg McCunn, President and CEO of Great Pacific Gold (TSXV: GPAC | OTCQX: GPGCF), to discuss the company’s aggressive 2026 exploration strategy at the Wild Dog Project, in Papua New Guinea. Following the release of high-grade results from the Sinivit area, Greg outlines how the company is transitioning from localized discovery to district-scale expansion.
Key Discussion Points
Expanding the Northern Sulfide Zone - Greg details the significance of Hole 15, which returned 13.5 meters at 8.1 g/t AuEq, proving that mineralization remains open and potentially increases in grade at depth.
District-Scale Potential - Insights into the Wild Dog structural corridor, where current drilling at Sinivit covers only 10% of the 15-kilometer strike length.
The 2026 Drill Program - A breakdown of the 10,000 to 20,000-meter drill campaign designed to test high-priority targets including Kasie Ridge, Kavasuki and Mengmu.
New Target Generation - How the company utilizes LIDAR and Mobile MT geophysics to move 25 distinct targets through the exploration pipeline toward drill-ready status.
If you have any follow up questions for Greg please me at Fleck@kereport.com.
Click here to visit the Great Pacific Gold website - https://gpacgold.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.
Thursday Jan 29, 2026
Thursday Jan 29, 2026
In this episode, we sit down with Wendell Zerb, Chairman and CEO of Red Canyon Resources (CSE: REDC | OTCQB: REDRF), to discuss the company’s exploration roadmap for 2026. Wendell breaks down the recently announced drill program at the Inzana Project, specifically focusing on the Osiris Project. Red Canyon is positioned to follow up on historical intercepts that suggest they are on the doorstep of a major discovery.
Key Discussion Points
Osiris Drilling Strategy: A breakdown of the upcoming up to 4,000-meter drill program (2,500m diamond drilling and up to 1,500 m of reverse circulation (“RC”) drilling) at the Inzana Project, targeting high-grade copper-gold clusters similar to the world-class Cadia Ridgeway deposit.
Modern Science vs. Historical Data: How the team is using advanced magnetic modeling and IP geophysics to refine targets that were missed by previous operators in the 1990s.
A Portfolio of Opportunity: Updates on the Kendall Project, a significant porphyry discovery in West-Central BC, and the Scraper Springs project in the Western US.
The Major Backing: Insight into the strategic relationship with Teck Resources and how their 9.9% interest provides both technical credibility and financial stability.
If you have any follow up questions for Wendell please me at Fleck@kereport.com.
Click here to visit the Red Canyon website - https://www.redcanyonresources.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.
Thursday Jan 29, 2026
Thursday Jan 29, 2026
John Miniotis, President and CEO, and Dave O’Connor, Chief Geologist of AbraSilver Resource Corp (TSX: ABRA) (OTCQX: ABBRF), join me to review the final silver and gold assay results from drill holes completed as part of the Phase V diamond drilling program at its wholly-owned Diablillos project in Salta Province, Argentina. We discuss how these drill results will be incorporated into the upcoming Mineral Resource estimate (“MRE”), underpinning the Company’s Definitive Feasibility Study (“DFS”), which continues to remain on track for completion in Q2/2026.
This Phase V drill program has been mostly focused on the Oculto East and JAC zones at their wholly-owned Diablillos property and the final holes demonstrated that JAC is not closed off and yielded more high-grade intercepts:
JAC: Strong near-surface silver mineralization continues to expand the Mineral Resource growth potential, including:
DDH 25-096: 57.0 metres (“m”) of 51 g/t silver from 109 m downhole
DDH 25-099: 13.0 m of 477 g/t silver from 151 m downhole
DDH 25-104: 17.0 m of 432 g/t silver & 1.10 g/t gold from 131 m downhole, including 6.0 m at 1,093 g/t silver & 2.42 g/t gold
We review how these results continue to expand oxide-hosted silver and gold mineralization to the southwest, along the corridor between JAC and Oculto. Dave points out that prior results in this program also expanded mineralization to the east of the Oculto deposit, extending the high-grade gold zone and highlighting the continued strong exploration upside potential across the Diablillos system.
The exploration team now believes these higher-grade gold intercepts are just the top of a porphyry deposit at depth, and pointed to the deeper hole targeting a different porphyry target at Cerro Viejo. Additionally, we circle back to the Sombra target identified in the Phase IV drill program last year, and how it is possible that there is a parallel trend that could extend from Sombra up to Oculto East, and that more drilling will focus on that thesis in the Phase VI drill program to come.
John takes us through the busy year the company has in front of them due to a series of upcoming catalysts all the way though the end of 2026. The drilling data from Phase V will be compiled into an updated Resource Estimate that will come out in parallel with their Definitive Feasibility Study due out in the 2nd quarter of 2026.
Additionally, the Company is waiting on their EIA permits and RIGI approval, which will be the triggers for a decision to begin construction next year. John reiterates why the RIGI laws in Argentina are so economically advantageous to the Company, relaxing currency controls, reducing export duties to 0% over a couple years, and reducing taxation to 25% over a 30-year stability period.
Wrapping up John unpacks why all these catalysts will provide opportunities for the company to rerate higher, and he highlights the current valuation has the company is receiving, which is more in line with silver trading in the low $20s; which is stark contrast to spot silver prices trading well north of $100 an ounce.
If you have any follow up questions for John regarding at AbraSilver, then please email them into me at Shad@kereport.com.
In full disclosure, Shad is a shareholder of AbraSilver Resource Corp at the time of this recording and may choose to buy or sell more shares at any time.
Click here to visit the AbraSilver website and read over the most recent news releases.
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.
Wednesday Jan 28, 2026
Wednesday Jan 28, 2026
Mark Brennan, Founder, CEO, and Director of Cerrado Gold Inc (TSX.V: CERT) (OTCQX: CRDOF), joins me to review their Q4 2025 financial and operational metrics at the producing Minera Don Nicolas (MDN) gold mine in Argentina. We discuss the aggressive 70,000 meter exploration program on tap for MDN into 2026, review the permitting process at the Lagoa Salgada VMS Project in Portugal and the key development catalysts on tap at the Mont Sorcier Iron-Vanadium project in Quebec.
Q4 2025 Financial Highlights
Gold Equivalent Ounce ("GEO") Production of 13,806 GEO for the 4th Quarter 2025
Full year production of 50,238 GEO; in line with guidance
Initial Underground production at Paloma achieved and now delivering ore to the plant, supporting higher grade throughput and growing production
CIL plant received additional ore from underground development, mainly in December, resulting in total production of 5,968 GEO in Q4 through CIL plant
Heap leach production of 7,838 GEO impacted by low water availability, reducing irrigation capacity
2026 Production Guidance of 50,000 to 60,000 GEO weighted to H2/26
Exploration Program positioned to support resource growth at MDN with four new drill rigs now on site
Development activities continue to progress at both the Lagoa Salgada and Mont Sorcier projects
Mark and I review their Minera Don Nicolas producing gold project in Argentina, and the combination of heap leach and underground gold equivalent ounce production for the quarter. With improved crushing for the quantity of ore being put on the leach pads and the contribution of new higher-grade areas from the underground mining running through the CIL plant, this will help reduce down unit costs moving into 2026. There is an ongoing 70,000 meter drill program that will be looking to extend mine life in a substantial way and find new high-grade areas.
Next we unpacked the discuss the purported unfavourable opinion of the environmental impact assessment (EIA) for the Lago Salgada VMS Project in Portugal. This ‘unfavourable opinion’ was issued after expiry of statutory deadline under Portuguese EIA legislation. The Company maintains its position that the project has been tacitly approved. Mark reiterated that the purported unfavorable opinion was issued despite the project being the first mining project in Portuguese history to receive unanimous favourable opinion for the Project by all 14 entities that make up the Technical Evaluation Committee. The Company is working on a resolution and will update the market when it has more information.
Moving on to the Mont Sorcier Iron Project in Quebec, there are workstreams feeding into a Bankable Feasibility Study slated for Q2 of 2026. Recent metallurgical test work has reaffirmed the potential to produce high-grade and high-purity iron concentrate grading in excess of 67% iron with silica and alumina content below 2.3%, which gets a premium in the iron marketplace. The NPV(8%) of the is project in the prior PEA was US$1.6Billion, so even at a very low multiple being applied to this Project, it more than underpins the current market cap that the company is currently receiving, and yet the market cap doesn’t even fully reflect the gold production asset.
We wrap up discussing the underappreciated valuation that the company is receiving for the producing MDN mine in Argentina when compared to peer gold producers with even lower production numbers. Then, when that undervaluation is viewed in combination with the value proposition from the ongoing derisking work at the Mont Sorcier, then it is clear the market hasn’t been ascribed any value to that project at present; presenting a compelling rerating potential as the Feasibility Study clarifies the project economics.
If you have questions for Mark regarding Cerrado Gold, then please email those to me at Shad@kereport.com.
In full disclosure, Shad is a shareholder of Cerrado Gold at the time of this recording, and may choose to buy or sell shares at any time.
Click here to see the latest news from Cerrado 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.
Wednesday Jan 28, 2026
Wednesday Jan 28, 2026
In this company update, I chat with with Bryan Atkinson, Senior Vice President of Exploration at Fury Gold Mines (TSX: FURY | NYSE American: FURY). The conversation dives deep into the strategic evolution of the company as it shifts from a pure exploration play toward becoming a developer in the prolific James Bay region of Quebec. Bryan highlights the transformative appointment of mining veteran Phil Baker to the Board of Directors and explains how Baker’s extensive experience building mines in Northern Quebec will be the catalyst for advancing the Eau Claire Project.
Key Discussion Points:
The VRIC Momentum: A look at the massive surge in investor and corporate interest during the Vancouver conferences, signaling a "raging bull market" for precious metals.
Strategic Board Appointments: Why the addition of Phil Baker (former long-standing Hecla Mining CEO) is a "game changer" for the company’s permitting and development trajectory.
Development Milestones at Eau Claire: An overview of the 2026 roadmap, including new metallurgical studies, environmental permitting, and the hiring of a dedicated community liaison officer.
Aggressive Drilling & Resource Expansion: Updates on the +12,000-meter drill program focused on converting 700,000 ounces of inferred resources into the indicated category to support future feasibility studies.
The "Sum of the Parts" Valuation: A breakdown of Fury’s unique financial position, featuring $20M in cash and a significant equity stake in Dolly Varden Silver (DV), which leaves the Eau Claire project trading at a deep discount compared to Quebec peers.
Regional M&A Activity: How recent major moves by Osisko, Dilmar, and Zijin Mining in the James Bay region highlight the strategic value of Fury’s high-grade assets.
If you have any follow up questions for Tim or Bryan please email me at Fleck@kereport.com.
Click here to visit the Fury Gold Mines website to learn more about the Company and read over the recent news - https://furygoldmines.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.
Wednesday Jan 28, 2026
Wednesday Jan 28, 2026
In this company update, I’m joined by Simon Dyakowski, President and CEO of Aztec Minerals (TSX-V: AZT, OTCQB: AZZTF), to discuss the latest high-grade drill results from the Tombstone Project. Following the recent news release on January 27th, Simon breaks down the significance of the Southern Extension and why the project is now evolving into one continuous, large-scale mineralized system over 1KM.
Key Discussion Points
System Expansion: The significance of connecting the Contention North Pit and the Southern Extension into a single mineralized strike exceeding one kilometer.
Metal Zonation: Observation of a shift from gold-heavy mineralization in the North to silver-dominant values in the South.
Westside Potential: Utilizing 3D modeling to target historic high-grade stopes and untested structures that could provide significant width to the current resource model.
Deep Discovery Targets: An update on the deep drill test (Hole TC 25-04) targeting a major conductor and the visual mineralization observed in recent chips.
Future Outlook: Strategy for the remainder of the 12,000-meter program, including aggressive exploration step-outs and critical infill drilling through March.
Please email me any questions you have for Simon. My email address is Fleck@kereport.com.
Click here to visit the Aztec Minerals website - https://aztecminerals.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.
Wednesday Jan 28, 2026
Wednesday Jan 28, 2026
In this episode, we sit down with David Stein, President and CEO of Kuya Silver (CSE: KUYA | OTCQB: KUYAF | FRA: 6MR1), to discuss a transformative milestone for the Company. Following a significant CAD $25.5 million capital raise, Kuya Silver has announced a Letter of Intent (LOI) to acquire the very processing plant currently treating ore from their Bethania Silver Mine in Peru.
Key Discussion Points
The Transition to Vertical Integration: Why the Company is acquiring the existing operational facility they already utilize.
Capacity and Expansion Timelines: A look at the immediate plans to scale from 150 tons per day (tpd) to the phase one target of 350 tpd by year-end.
Economic Synergies and Cost Savings: How owning the plant eliminates third-party tolling fees and leverages the Peruvian hydroelectric grid for cheaper, greener power.
Maintaining Operational Flexibility: Why this acquisition doesn’t rule out the future construction of the Bethania plant, but rather adds a "middle step" to double production capacity to 700 tpd.
Profitability in a High-Silver Environment: David discusses the impact of current spot prices on the Company’s break-even points and the strength of their "war chest" for upcoming exploration.
If you have any follow-up questions for David, please email me at Fleck@kereport.com.
Click here to visit the Kuya Silver website – https://kuyasilver.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.
Wednesday Jan 28, 2026
Wednesday Jan 28, 2026
In this episode of the KE Report, I sit down with Darrell Fletcher, Managing Director of Commodities at Bannockburn Capital Markets, to break down a historic start to 2026. Recorded on January 27th amidst extreme market swings, the discussion explores why typical fundamental drivers are being overshadowed by massive momentum shifts and unprecedented weather events.
Key Discussion Points
The Natural Gas Short Squeeze: How a massive cold snap and production "freeze-offs" in the Permian and Haynesville basins collided with a contract rollover to send prices from $5.80 to over $7.30 in mere hours.
Parabolic Moves in Precious Metals: A look at silver’s run to $117/oz and gold’s surge past $5,000, questioning whether these moves are driven by fundamentals or pure speculative momentum.
The 2026 Macro Outlook: Why themes like supply chain regionalization, geopolitical tariffs, and the continued rotation into hard assets are creating a tailwind for commodities despite rising margins.
Copper’s Sustainable Rise: Analyzing copper’s steady climb toward $6/lb as the market prepares for a significant supply deficit driven by global infrastructure and power grid overhauls.
Currency Impacts: Assessing the role of the U.S. Dollar’s projected weakness in 2026 and how it serves as a persistent, if volatile, support for the broader commodity complex.
Click here to learn more about Bannockburn Capital Markets - https://www.bannockburnglobal.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.
Tuesday Jan 27, 2026
Tuesday Jan 27, 2026
Akiba Leisman, President and CEO of Mako Mining (TSX.V:MKO – OTCQX:MAKOF), joins me for a comprehensive review of all 4 company Projects, on an operational, developmental and exploration perspective. The Company operates the high-grade San Albino gold mine in Nueva Segovia, Nicaragua. Mako owns the Moss Mine in Arizona, an open pit gold mine in northwestern Arizona, which is ramping up into commercial production. Mako now controls the permitted development-stage Mt. Hamilton Gold-Silver Project located in White Pine County, Nevada, USA. Mako also holds a 100% interest in the development-stage Eagle Mountain Project in Guyana, South America.
Initially we review the San Albino Q4 operations and preliminary financial results for the company. San Albino ranks as one of the highest-grade open pit gold mines globally and this is translating over to great revenues in light of the higher metals prices. Akiba pointed out that Q4 was the strongest quarter of the year, and that December was the strongest month operationally thus far. Additionally, we discuss all the district-scale exploration potential and multiple drill rigs turning around the mine and across the land concession.
Q4 2025 San Albino Operational Highlights
57,577 tonnes mined, containing 12,906 ounces ("oz") of gold ("Au") at an average grade of 6.97 grams per tonne ("g/t") Au and 13,003 oz of silver ("Ag") at 7.02 g/t Ag
54,076 tonnes milled containing 11,767 oz Au and 12,039 oz Ag grading 6.77 g/t Au and 6.92 g/t Ag
Q4 2025 Mako Financial Highlights
Mako total gold sales of 11,604 oz Au for total revenue of $50.0 million in Q4 2025
San Albino Mine sales of 9,307 oz Au at $4,340 per ounce
Moss Mine sales of 2,297 oz Au as part of initial ramp up of Moss at $4,202 per ounce
Repayment of $6.5 million in Debt
Equity Raise of $37.7 million (net of costs and commissions)
Cash Balance and trade receivables of $78.1 million as of December 31st, 2025.
We spent some time unpacking the ramp-up of production at the Moss Mine, in Arizona; where Akiba reviewed some of the historic operational bottlenecks and site layout challenges that their team has overcome or has a process in place to address with regards to coming permits. As higher-grade portions of the mine are accessed, it will keep bringing costs down and improving output as the year progresses.
The Mt. Hamilton Project has all major state and federal permits to allow construction of an open pit, heap leach gold-silver project, and has a current mineral resource estimate with an effective date of September 23, 2025. We discuss the related-party transaction involving Sailfish Royalty Corp, some of the ongoing ‘pre-construction’ work, which is setting them up for full-on ‘construction’ work this April, with an eye to first production in Q2 2027.
Additionally, we discussed the 2nd layer of mineralization and value proposition of the Mt Hamilton Project, which also hosts a tungsten/copper/molybdenum target, located below and is independent of the gold and silver Mt. Hamilton MRE. This tungsten target has been defined by over 100,000 ft of historical exploration drilling, and may animate the US government to assist with future development.
Wrapping up, we delve into the next key steps for permitting and development work at the Eagle Mountain Gold Project in Guyana along with the resource size, low capex intensity, and impressive production profile of around 60,000 ounces per year. This will be a 2-phase development process, starting in the Saprolite mineralization for the first 3-4 years, and is set to be in construction in late 2027 and in production by H2 of 2028.
If you have any further questions for Akiba regarding Mako Mining, then please email them into me at Shad@kereport.com.
In full disclosure, Shad is a shareholder of Mako Mining at the time of this recording and may choose to buy or sell more shares at any time.
Click here for a summary of the recent news out of Mako Mining.
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.
Tuesday Jan 27, 2026
Tuesday Jan 27, 2026
Roger Rosmus, Founder, CEO, & Director of Goliath Resources (TSX.V: GOT) (OTCQB: GOTRF), joins us live from the AME Roundup to highlight the positive investor sentiment after attending 3 back-to-back Vancouver resource conferences. Additionally, we dig into recent news released on the final 70 gold-only drill hole assays returned from last year’s program, the pending assays for 110 multi-element results on all the 2025 drill holes, along with a number of corporate initiatives around not doing a share consolidation, on buying back the NSR from 3% down to 2%, and on fast-tracking its ownership in the Golddigger Property located in the Golden Triangle, B.C. that hosts the high-grade Surebet gold discovery from 49% to 100%.
Drill hole GD-25-319 intersected 19.13 g/t Au over 6.10 meters, including 22.86 g/t Au over 5.10 meters, including 29.09 g/t Au over 4.00 meters in quartz-sulphide veins, part of the Golden Gate Zone
Assays are still pending for 110 drill holes from 2025 for multi-element gold equivalent (AuEq) results. These results will be released in the near future once all assays have been received, compiled and interpreted.
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.
Of the holes drilled during the 2025 campaign, 83 out of 110 holes (or 76%) contained visible gold to the naked eye (VG-NE).
The fully funded 2026 drill program will be mainly focused on expanding the 5 Main Mineralized Zones. 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.
As part of the transaction to J2 Syndicate Holdings Ltd. to acquire 100% ownership in the Golddigger Property, that Goliath is now set to publish a Maiden Resource Estimate (MRE) on the Golddigger Property before June, 1 2030 and on every 3 year anniversary of June 1,2030 thereafter vs. the prior requirement, in the original agreement, to publish the MRE by June 1, 2027.
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.
He provides both positive examples of companies that have taken this route, versus the negative examples of companies that rushed to put out a MRE, only to fence themselves in with regards to valuations and market perceptions.
Wrapping up, we reviewed that in December cornerstone investors Rob McEwen and Crescat Capital increased their stakes in the company, as well as discussing the optionality that Goliath has with regards to their equity holdings of McEwen Inc shares which have essentially gone up about 3X since acquiring them. In addition to future conversion of warrants from Rob McEwen, the (MUX) shares 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 us at Fleck@kereport.com or 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.