The KE Report

In this KE Report Company Update, we’re joined by Bob Archer, President and CEO of Pinnacle Silver and Gold (TSX.V:PINN - OTC:PSGCF - FSE:P9J), for an update on the El Potrero Project in Mexico. Bob discusses the latest sampling results, upcoming drill plans, and the company’s growth strategy as Mexico’s mining sector shows renewed momentum. Key Discussion Highlights: New Mineralized Zone: Over 700 underground samples confirm both extensions of known veins and a newly identified zone within the Dos de Mayo system. Drill Plans: Underground drilling expected to begin in Q1 2026, starting at Pinos Ques, then Dos de Mayo and La Dura. Positive Permitting Environment: Recent approvals, like Silver Tiger’s, signal that Mexico is open for mining again. Exploration Expansion: A LiDAR survey is underway to map structures and identify new targets such as La Australia, 500m south of the main trend. Growth Outlook: Pinnacle is actively reviewing additional past-producing projects to fast-track future production. Please email me with any follow up questions you have for Bob - Fleck@kereport.com.   Click here to visit the Pinnacle Silver and Gold website to learn more about the company and read over the recent news    ------------ For more market commentary & interview summaries, subscribe to our Substacks: The KE Report: https://kereport.substack.com/ Shad’s resource market commentary: https://excelsiorprosperity.substack.com/   Investment disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security. 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 companie

In this KE Report Company Update, we’re joined by Brett Heath, CEO of Metalla Royalty & Streaming (TSX.V:MTA - NYSE:MTA), to review the company’s record-breaking Q3 financials and updates on key royalty assets advancing toward higher production. Key Discussion Highlights: Record Q3 Results: First-ever positive net income alongside record revenue, cash flow, and adjusted EBITDA. Rising Gold Equivalent Ounces: Deliveries climbed to 1,155 GEOs, driven by Tocantinzinho, La Guitarra, and new Endeavor royalties. Côté-Gosselin Royalty Expansion: Increased to 1.5% NSR on IAMGOLD’s growing project, expected to exceed 10Moz by 2026. Top Performing Assets: Tocantinzinho and Wharf mines showing strong output; Endeavor began paying royalties in Q3. Growth Pipeline: Copper World (Hudbay–Mitsubishi), Taca Taca, and Castle Mountain moving toward construction. Financial Strength: Near net-cash position with a US$75M credit facility to fund future acquisitions. Please email me with any other questions you have for Brett - Fleck@kereport.com.    Click here to visit the Metalla Royalty & Streaming website to learn more about the Company and portfolio of royalty and stream assets.    ----------- 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.

Precious metals rebound, copper positioning, and insights from the New Orleans Investment Conference This week’s Weekend Show dives deep into the current phase of the metals bull market - exploring how investors should navigate the sharp rebounds in gold and silver and where to look next as copper and base metals build momentum. Segment 1 & 2 - We’re joined by Matt Geiger, Managing Partner at MJG Capital, to unpack the precious-metals pullback and rebound - his base case is a multi-month consolidation within an intact bull market, with producers showing leverage and M&A accelerating. He discusses how MJG has trimmed precious-metals exposure, built cash, stayed overweight copper on looming supply deficits, and is favoring high-quality juniors and prospect generators. Click here to visit the MJG Capital website to learn more about Matt’s fund   Segment 3 & 4 - Wrapping up the show with Brien Lundin, editor of The Gold Newsletter and host of the New Orleans Investment Conference, discussing the strong turnout and investor optimism at this year’s event, the continued undervaluation and upside potential in precious metals and energy stocks, the importance of identifying credible newsletter writers, and his insights on portfolio strategy and standout exploration plays in the current metals bull market. Click here to learn more about the New Orleans Investment Conference and access the conference recordings.    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. 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 may own shares in companies mentioned.  

In this KE Report Company Update, we’re joined by Craig Nicol, Founder and CEO of Graphene Manufacturing Group (TSX.V:GMG - OTCQX:GMGMF), for a detailed discussion on the company’s latest milestones across its Thermal-XR®, G® Lubricant, and battery divisions - including key distribution deals, EPA approval timelines, and next-generation production plans.   Interview Highlights: Thermal-XR® Expansion: New Beijer Ref and Kirby Network agreement in Australia adds coating as a standard option on HVAC coils, backed by a 5-year warranty and energy savings. U.S. Market Entry: EPA approval expected by December, enabling Nu-Calgon rollout and first shipments to U.S. customers. G® Lubricant Rollout: European sales launching with palletized product; strong trial feedback and early fleet testing showing up to 30% fuel savings. Battery Development: Advancing fast-charge graphene aluminum-ion battery; validation testing underway with Rio Tinto (NYSE:RIO) and other partners. Graphene Scale-Up: Gen-2 production system under construction in Brisbane - 20× output increase, low capex (~A$2M), and future North America expansion planned. Upcoming Catalysts: EPA approval and U.S. product launch Distribution & fleet data updates Battery testing results Gen-2 plant commissioning mid-2026 Please keep the questions coming! Email me at Fleck@kereport.com. Click here to visit the GMG website to learn more about the Company.    --------------- 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.

In this KE Report Daily Editorial, we chat with Marc Chandler, Managing Partner at Bannockburn Global Forex and Editor of Marc to Market, about shifting global monetary policies, currency trends, and the ongoing dominance of the AI trade in shaping market sentiment. Key Discussion Highlights: Fed and BoE Divergence: Markets cut odds of a Fed rate cut in December, while expecting the Bank of England to ease after weak U.K. data. Currency Moves: Dollar Index steadies near 99; Sterling holds firm despite growth worries. BOJ and Yen: Bank of Japan unlikely to hike soon; yen nears 155 per USD, raising chances of intervention. AI Market Hype: Mark compares today’s AI boom to the dot-com era, warning of overbuild and excess capacity. Beyond Tech: Notes weakness in rare earths, but ongoing opportunity in Bombardier and regional transport. Overall, global markets remain range-bound as traders await clearer signals from central banks and tech leaders.   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.

Targa Exploration (CSE:TEX - OTCQB:TRGEF - FRA:V6Y) is expanding its portfolio with new option agreements on two gold projects in Argentina while advancing its Opinaca Gold Project in Quebec. CEO Cameron Tymstra joins me to outline this strategic move and what’s next for the company. Key Discussion Points: Argentina Expansion: Option to earn up to 80% interest in El Zanjón and Venidero projects. Low-Cost, Low-Dilution Terms: Minimal cash outlay and manageable work commitments. District Potential: El Zanjón sits on the same trend as Cerro Vanguardia, a 6Moz gold–80Moz silver producer. Next Steps: ~2,000m drill program and new IP surveys at El Zanjón; early-stage work at Venidero. Opinaca Update: Over 3,600m drilled, assays expected early December. Year-Round Exploration: Argentina projects offset Quebec’s winter, ensuring steady news flow. Click here to visit the Targa website and read over the recent news.    -------------- For more market commentary & interview summaries, subscribe to our Substacks: The KE Report: https://kereport.substack.com/ Shad’s resource market commentary: https://excelsiorprosperity.substack.com/ Investment disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security. 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, Founder and Editor of The Junior Miner Junkie, shares his insights on the precious metals market. He discusses gold nearing $4,200 and silver around $53, highlighting the disconnect between these prices and mining stock valuations. Erfle also delves into market corrections, suggesting a potential sideways consolidation for resilience. He emphasizes the performance of higher-risk junior mining stocks and touches on recent M&A activity, underscoring the undervaluation in relation to the surging metal prices.

Steve Barley, Chairman and CEO of Magma Silver, shares exciting insights into the Niñobamba silver-gold project in Peru. With over 25 years in public companies, he reveals how the project’s consolidation under one company allows a fresh focus on exploration. Barley highlights impressive high-grade results, including 10m @ 2 g/t gold and 5m @ 4 oz/t silver. He discusses the secured drill permits and a $5M financing with backing from major investors like Eric Sprott, as well as ongoing community engagement essential for future developments.

Mike Konnert, President & CEO of Vizsla Silver, shares exhilarating insights on the Panuco Project Feasibility Study, boasting a jaw-dropping after-tax NPV of $1.8 billion and a stellar IRR of 111%. He underscores the project’s low initial costs and rapid payback timeline. With ample potential for resource conversion and expansion plans in the works, Konnert discusses district growth strategies and the robust funding backing it. Excitingly, he reveals plans for a staggering production target of 50Moz/year within the next decade!

Doc Jones, a private activist resource investor and influencer, shares his insights on portfolio strategies in the precious metals, base metals, and energy sectors. He explains his cautious stance on gold and silver after significant gains, shifting focus to base metals like Emerita Resources and Magna Mining, which offer valuable co-products. Jones also discusses his new investment in Canadian Copper for its strong project potential. Finally, he outlines his energy strategy, favoring steady production in oil and gas for income.