The KE Report

Joaquin Marias, an esteemed Argentinian geologist and CEO of Argenta Silver, delves into the revival of the El Quevar silver project. He reveals its impressive 45 million ounces of high-grade silver with nearly 500 g/t purity. Joaquin highlights the existing infrastructure that enhances operational efficiency and the fully funded 15,000-meter drill program aimed at resource expansion. He shares insights on Argentina's pro-mining shift under the Milei administration, making it an exciting time for exploration in Salta.

Brian Martin, Senior Vice President of Business Development at OceanaGold, discusses the company's record Q3 revenue of $450 million and impressive free cash flow. He shares insights on the operational setup for a promising Q4, driven by production growth at Haile and the recent draft approval for the Waihi North project, aiming for first ore by 2032. Martin highlights OceanaGold's attractive valuation and plans to list on the NYSE in April, enhancing visibility for US investors while asserting their strong balance sheet supports dividends and growth initiatives.

James Anderson, CEO of Guanajuato Silver, delves into the company's strategic acquisition of the Bolanitos Gold-Silver Mine in Mexico. He explains the operational significance of Bolanitos and its contribution to steady production. James discusses plans to integrate the workforce and leverage resource synergies, emphasizing potential underground connections to enhance efficiency. He also reviews Q3 operational challenges and provides insights on silver market dynamics, predicting sustainability for higher prices driven by demand and structural deficits.

Dave Erfle, the founder of Junior Miner Junky, discusses gold and silver's recent consolidation, highlighting bullish patterns and risks involved with juniors. He emphasizes silver's strong uptrend and takeover activity in the mining sector. Josef Schachter, from the Schachter Energy Report, offers insights into the strengthening fundamentals of natural gas driven by LNG exports and data center demand. He shares cautious outlooks on oil and where to find value in resilient energy stocks, focusing on dividends and smart investing strategies.

Shane Williams, President and CEO of West Red Lake Gold Mines, shares exciting updates about the Madsen Mine. He reveals a 24% increase in ore production and discusses the importance of new equipment and site management improvements. Shane highlights the strategic use of old stopes for waste storage to enhance ore movement efficiency. He also outlines the ongoing drill program at the Fork deposit, hinting at promising high-grade results. With commercial production anticipated by Q1 2026, Shane emphasizes the company's robust exploration plans and recent leadership enhancements.

Marc Chandler, Managing Partner at Bannockburn Global Forex and editor of the Marc to Market website, sheds light on recent market dynamics. He dives into silver's remarkable surge above $57, analyzing whether it's due to a short squeeze or fundamental shifts. The conversation explores the anticipated Federal Reserve rate cuts, the weakening US Dollar, and a potential Bank of Japan hike. Additionally, he discusses the resilience of the S&P 500 amidst liquidity concerns and highlights the contrasting trends in the Australian Dollar and the Rare Earths sector.

Tim Clark, President and CEO of Fury Gold Mines, and Bryan Atkinson, Senior VP of Exploration, dive into an exciting 10,000-meter drill program at Eau Claire. They discuss significant drilling successes, including a standout 59m intercept at Sakami and exploration at the Committee Bay site. The duo sheds light on the company's valuation, emphasizing their $65M stake in Dolly Varden Silver. With aggressive goals to expand resources in the Gap Zone, they outline a compelling strategy for unlocking value across their portfolio.

Join Greg McCunn, President and CEO of Great Pacific Gold, as he discusses remarkable high-grade drill results from the Wild Dog property in Papua New Guinea, including impressive intercepts like 5.9m at 14.4 g/t AuEq. He delves into the strategic importance of the adjacent Kesar project next to K92 Mining and outlines plans for a spin-out of the Walhalla asset, with critical dates approaching. Greg also emphasizes the focus on mineability over flashy metrics and hints at upcoming deep drilling advancements in 2026.

Glenn Jessome, President and CEO of Silver Tiger Metals, discusses the exciting new permits received for the El Tigre Stockwork Project in Sonora, Mexico. He explains how the company is set to transition into construction with a robust economic outlook and a strategic financing plan, including a CAD$40 million deal. Glenn also highlights upcoming plans for a Preliminary Economic Assessment (PEA) in January and future exploration initiatives aimed at expanding resources in the area. His insights detail a promising future for Silver Tiger as they capitalize on current market dynamics.

Rupert Williams, CEO of North Peak Resources, discusses revitalizing the historic Prospect Mountain Mine in Nevada, which boasts over 11 miles of underground infrastructure. He highlights the dual geological potential of the site, featuring both Carlin-style gold and a polymetallic system. Rupert shares insights into their current drill program, targeting multiple areas, and the potential near-term cash flow from a surface waste dump valued at $15-$20 million. With a seasoned team led by Harry Dobson, the company aims to harness modern techniques to unlock this high-grade asset.