The KE Report

Maura Kolb, President of Dryden Gold Corp (TSX.V: DRY) (OTCQX: DRYGF), joins us for a comprehensive exploration update at numerous areas of focus across their Dryden Gold District, in Northwestern Ontario, Canada.  We touch upon some of the recent news releases returning more high-grade and disseminated gold drill results at the Elora-Jubilee and Big Master along new parallel trends, the upcoming drilling at Mud Lake, a new land acquisition expanding the Gold Rock Camp trend, and various teams working on more ground truthing and surface exploration on the Hyndman and Sherridon regional targets.

 

We start off discussing how this year’s expanded 45,000-meter drill program is continuing to build up the high-grade results from last year’s drill program, confirming the thesis around the 3 geological deformation faults and folds at the Elora-Jubilee and Big Master trends at the Gold Rock Camp. There are now up to 15 parallel structures that have been delineated along this trend, and more recent results showing the geological model getting more refined.

 

On July 29th the Company announced recent drill results that confirm the discovery of two new gold-bearing structures at Gold Rock. A new high-grade mineralized structure between Elora and the Big Master gold systems, which was intercepted at 250-500 meters true depth being dubbed "Elora 2". Like the multiple mineralized hanging wall structures, this new structure has no surface expression. The mineralization is comparable to the brecciated quartz veining found at Big Master. The consistency of the structural setting and mineralization, along strike and at depth, supports the interpretation that this represents a significant mineralized corridor and not merely another hanging wall structure. A second structure was discovered in a single drill hole at the historic Paymaster target. Deeper down-plunge testing is about to commence with a second drill rig will be deployed to continue to fully define the structural controls and high-grade gold footprint at Gold Rock.

 

We expanded the conversation to review the potential for similar look-alike types of deposits to exist along the multi-kilometer Gold Rock mineralized trend, in a “string-of-pearls” thesis.  On July 16th, the Company announced having received the permits to drill the Mud Lake area to test extension targets identified through its 2025 drill program and geological mapping. Surface samples collected on a high-grade shear zone similar to Elora, where a significant fold in the mineralized structure occurs, assayed 93.00 g/t gold. There is also another new area of interest that could be a look-alike zone to the Southwest of the Elora-Jubilee system along this large trend in the Gold Rock Camp.

 

On July 6th the Company announced that is has entered into an option agreement to acquire 100% ownership of 123 tenured mineral claims known as the Lost Lake Property from Orebot Inc, an arm’s length party. Lost Lake is strategically located in the historic Gold Rock Mining Camp and is surrounded by the Company’s existing claims.

 

We touch upon the initial groundwork and drilling at the Hyndman regional area, with a lot of follow up work underway based on the exploration results released back on April 21st.   Maura reiterated the importance of the large soil sampling and channel sampling programs across their district-scale land package, and how it will inform follow up targeting, when used in concert with geophysical surveys.

 

Click here to follow the latest news from Dryden Gold

 

Click the video below highlighting the evolving geological understanding at Gold Rock:

https://youtu.be/Yp3sVlvUVmI

 

 

If you have any questions for Maura, Trey, or the team at Dryden Gold, then please email them into us at Fleck@kereport.com or  Shad@kereport.com.

 

In full disclosure, Shad is a shareholder of Dryden Gold 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:

 

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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.

In this Daily Editorial, we explore the critical minerals sector with Howard Klein (Founder & Partner) and Matt Fernley (Partner) at RK Equity, hosts of the Rock Stock YouTube channel. Following a choppy period for commodities, the critical minerals sector is showing signs of a rebound. This discussion covers recent White House policy announcements, billion-dollar funding initiatives, and the long-term investment landscape across key battery and defense metals.

Key Discussion Points:

Critical Mineral Rebound & Market Inflection: Examines how recent liquidations cleared leverage across lithium, rare earths, and base metals, setting up a potential rebound driven by tightening supply and demand dynamics.

US Government Capital Injections: Reviews recent federal funding announcements, including over $2 billion in new commitments toward domestic supply chains, defense applications, and workforce education.

The "Missing Middle" in Processing & Infrastructure: Explores the key processing and cathode manufacturing bottlenecks that remain a central challenge for Western supply chains.

Investment Strategies in a Supercycle: Outlines how investors can evaluate project quality, balance risks across domestic versus foreign jurisdictions, and identify long-term structural opportunities.

 

Stock Symbols Mentioned:

MP Materials (MP)

Albemarle (ALB)

Ivanhoe Mines (IVN)

The Metals Company (TMC)

Lithium Argentina (LAAC)

 

Click the following links to keep up to speed with Howard and Matt: 

RK Equity website - https://rkequity.com/ 

Rock Stock YouTube channel - https://www.youtube.com/watch?v=UchoS9EZvak 

Howard Klein on X @LithiumIonBull - https://x.com/LithiumIonBull

Matt Fernley on X  @matt_fernley - https://x.com/matt_fernley 

 

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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.

In this Company Update, we are joined by Simon Dyakowski, President and CEO of Aztec Minerals (TSX-V: AZT, OTCQB: AZZTF), to review recent high-grade drill results from the new North Extension Zone at the Tombstone Project in Arizona.

North Extension Zone Drilling Success: Simon details the initial drill results from the newly acquired North Extension Zone, highlighting significant high-grade gold-equivalent intercepts and what this means for project expansion.

Pending Lab Assays & Exploration Pace: Learn about the 11 completed drill holes currently pending laboratory results, covering an extensive potential strike extension.

Gold-Silver Mineralization Mix: An overview of the property-wide commodity distribution, balancing high-leverage gold targets with strong silver potential across various zones.

Upcoming Catalysts & Maiden Resource Estimate: Insight into the timeline for the upcoming Maiden Resource Estimate (MRE) expected in early Q4, along with updates on ongoing metallurgical testing and extended drilling plans.

 

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.

In this Company Update, Wendall Zerb, Chairman and CEO of Red Canyon Resources (CSE: REDC / OTCQB: REDRF), joins us to discuss the latest exploration developments across the company's mineral portfolio.

Osiris Drilling & Expansion: An update on the 2,100-meter drilling program completed at the Camp target and plans to expand the land package around the Osiris Project.

High-Priority Targets: A look into upcoming drill plans for the Nautilus Prime and EV targets, including key geophysical signatures and geological potential.

Portfolio Pipeline: Insights into ongoing exploration work across secondary assets, including the Kendal project in British Columbia and Scraper Springs in Nevada.

Capital Position & Partnership Strategy: An overview of the company's current treasury, institutional backing, and perspective on potential strategic joint-venture partnerships.

 

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.

Arturo Préstamo Elizondo, Executive Chairman and CEO of Santacruz Silver Mining Ltd. (TSX.V: SCZ) (NASDAQ: SCZM) (FSE: 1SZ), joins us for a review of the Q2 2026 production and operational results across their portfolio of 4 producing silver-zinc mines and ore feed sourcing business in Bolivia and Mexico. We also review a few of the key growth initiatives that the company has slated for 2026 across multiple projects.

 

Q2 2026 Production Highlights

 

Primary Production Metrics:

 

Silver: 1,573,100 ounces

Zinc: 23,240 tonnes

Lead: 3,165 tonnes

Copper: 337 tonnes

 

Supplemental Production Metrics:

 

Silver Equivalent Production: 2,814,489 silver equivalent ounces

Zinc Equivalent Production: 59,680 zinc equivalent tonnes

 

Consolidated silver production increased 17% to 1,573,100 ounces in Q2 2026 from 1,341,499 ounces in Q1 2026, with quarter-over-quarter increases at all five operations. Lead production increased 18% to 3,165 tonnes and copper production increased 9% to 337 tonnes. Compared with Q2 2025, consolidated silver production increased 11%, and zinc production increased 10%, on 9% higher consolidated tonnes milled.

 

The improvement was driven primarily by higher processed volumes, with consolidated tonnes milled increasing 7% to 521,956 tonnes, together with higher silver head grades at Bolivar and Porco and a marked improvement in silver recovery at Zimapan.

 

At Bolivar silver production increased 32% quarter-over-quarter to 343,522 ounces, driven by ongoing recovery efforts in the areas affected by the localized flooding event that occurred in May 2025. San Lucas processed 22% more ore than in the prior quarter. Consolidated zinc production increased 7% to 23,240 tonnes, driven principally by higher throughput, which more than offset lower zinc grades at Bolivar and Porco. Porco delivered higher silver and zinc production, driven by stronger silver grades and improved metal recoveries, while Caballo Blanco continued to make steady, meaningful contributions.

 

At Zimapan, operations rebounded from the temporary constraints experienced during the first quarter, including limited ventilation in the higher-grade zones at Level 960 due to a contractor delay in completing the ventilation Robbins incline shaft, as well as repeated power interruptions caused by the local service provider’s maintenance of the power grid. As a result, metal recoveries improved across all four payable metals.

 

Next we transitioned to future growth, where the operations team is advancing their silver-dominant Soracaya mine towards development and near-term production. There is already a decline ramp into this project with initial stope access in 2 areas, and the plan once the permit is received in Q3 is to get this mine into initial ramp-up production by Q4 of 2026.

 

Wrapping up, we discussed the potential for future accretive acquisitions in the Americas.  The board and management team are open to a currently producing mine or development-stage underground mining assets, but only if the acquisition would be accretive for shareholders and if their team can unlock value in these acquired assets.

 

 

If you have any follow up questions for Arturo regarding Santacruz Silver, then please email those to us at Fleck@kereport.com or Shad@kereport.com.

 

In full disclosure, Shad is a shareholder of Santacruz Silver 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 Santacruz Silver

 

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.