The KE Report

In this episode of the KE Report, we are joined by Louis Archambeault, the newly appointed Independent Director at Sitka Gold (TSX.V: SIG | OTCQB: SITKF | FRE:1RF). Louis shares his perspective on the company’s high-grade intercepts in the Yukon and what it takes to transform a junior explorer into a target for major producers.

Key Discussion Points:

Louis Archambeault’s Background: A look into his career transitions from engineering at Amec to M&A at CIBC and Goldcorp, and his success in taking the Bomboré project into production with Orezone.

The Sitka Opportunity: Why the current lifecycle of the RC Gold Project and its massive 60,000-meter drill program present a unique value proposition in the junior mining sector.

M&A Dynamics in the Gold Sector: An analysis of why major producers have been slow to acquire juniors and the "portfolio enhancement" strategies that often precede new acquisitions.

The Path to Production: Exploring the parallels between Sitka’s current stage and previous successful builds, focusing on metallurgy, scale, and upcoming economic studies (PEA).

 

If you have any follow up questions for the team at Sitka please email me at [email protected]. 

Click here visit the Sitka Gold website to learn more about the Company - https://sitkagoldcorp.com/

 

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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 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 Friday, February 13 editorial, we are joined by Marc Chandler, Managing Partner at Bannockburn Global Forex and Editor of the Marc to Market website. Marc provides a deep dive into a week of market reversals, beginning with the political landscape in Japan and extending to the shifting yield curves across North America and Europe and precious metals volatility.

Key Discussion Points

The Japanese Election & Yen Squeeze: Marc breaks down the "landslide" victory for the Liberal Democratic Party under Sanae Takaichi and the subsequent massive short-covering rally in the Yen and JGBs that caught the "smart money" off guard.

Global Bond Market Rally: Despite strong U.S. jobs data and rumors of China reducing Treasury exposure, yields fell significantly across the US, Canada, and Europe. Marc explains the "buy the rumor, sell the fact" mentality currently driving these markets.

Central Bank Divergence: We explore why Australia was the first G10 country to raise rates this year and why the market is now pricing in more aggressive Fed rate cuts than the central bank’s own "dot plot" suggests.

The Longevity of U.S. Tariffs: Marc discusses the potential for a "softer" global policy heading into the U.S. midterms, the pending Supreme Court ruling on emergency power tariffs, and the declining popularity of trade barriers.

The Outlook for Precious Metals: With Gold holding above $5,000 and Silver near $78, Marc analyzes why central bank diversification and industrial demand in electronics continue to provide a solid floor for metals despite recent volatility.

Click here to visit Marc’s site - Marc To Market - https://www.marctomarket.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 episode of the KE Report, we are joined by Derek Iwanaka, CEO of Prince Silver (CSE:PRNC - OTCQB:PRNCF - FRA:T130), to discuss the company’s aggressive exploration strategy in Nevada’s historic Pioche mining district at the Prince Silver Project. Prince Silver is focused on revitalizing the past-producing mine that operated for nearly four decades.

Key highlights:

The Historic Prince Mine: Derek outlines the history of the project, which produced over 1 million tons of ore and approximately 3.6 million ounces of silver between 1912 and 1949.

Expanding the Drill Program: Originally a 6,500-meter program, the company has expanded its current RC drilling to 9,000 meters due to early success. Derek reveals plans for a second phase, bringing the total expected drilling to 18,000 meters.

High-Grade Results and Resource Targets: The conversation dives into recent assay results, including intercepts as high as 1,300 g/t silver. Derek discusses the internal exploration target of 75 to 150 million silver-equivalent ounces and the path toward a maiden 43-101 resource estimate in the second half of this year.

Deep Mineralization Potential: Unlike historic operations that focused on surface oxides, Prince Silver is drilling deeper. Early results suggest significant mineralization, including high-grade gold, remains at depth.

The Stampede Gap Project: A look at the company’s second asset, a large-scale copper-gold-molybdenum porphyry target. While the current focus remains on the Prince Silver Project, the team is evaluating the long-term potential of this massive system.

Please email me with any follow up questions for Derek - [email protected] 

 

Click here to visit the Prince Silver website to learn more about the projects and team. 

 

------------------------

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 Mike Spreadborough, Executive Co-Chairman, and Kas De Luca, General Manager of Exploration at Novo Resources (TSX: NVO | ASX: NVO | OTCQX: NSRPF). Following a flurry of activity across their portfolio, the team discusses the significant expansion of exploration targets at the Belltopper Project in Victoria, Australia.

Key Discussion Points:

Exploration Target Upgrade: The company recently announced a 40% increase in estimated ounces and a 48% increase in tonnage at the Belltopper Project, with the high-case exploration target now exceeding 880,000 ounces of gold.

Geological Confidence: Kas De Luca explains how a year of mapping, 3D modeling of historical mine data, and modern drilling has expanded the target to eight distinct high-grade reefs, including the discovery of additional structures like the O’Connor’s Reef.

Proximity to World-Class Mines: The team highlights Belltopper’s strategic location within the Bendigo Tectonic Zone, situated just 60km south of the high-grade Fosterville mine, in a province that has produced over 60 million ounces of gold.

Upcoming Work Programs: Mike Spreadborough outlines the roadmap for the second half of 2026, which includes a major diamond and RC drilling campaign aimed at converting these exploration targets into a formal inferred resource.

Portfolio-Wide Momentum: Beyond Victoria, the conversation touches on near-term drilling plans for projects in the Pilbara, supported by a solid cash position of approximately $8 million as of the start of the year.

 

Please email me with any follow up questions for Mike and the team at Novo Resources. My email address is [email protected].  

 

Click here to visit the Novo Resources website to learn more about all the projects and exploration programs. 

 

-----------------

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 daily editorial for Thursday, February 12, 2026, we are joined by Dana Lyons, Fund Manager and Editor of The Lyons Share Pro. With market volatility on the rise and significant red across major indices, Dana provides a deep dive into what his proprietary risk models are signaling for the broad market versus the heavy-capped indices.

Key Discussion Points:

Broad Market Resilience: Why the risk models remain positive despite the struggles of the major cap-weighted indices, highlighting a breakout in mid-cap and equal-weight averages.

Sector Rotations: Analysis of the emerging relative strength in Consumer Staples (XLP), Utilities (XLU), and Industrials (XLI).

Energy Sector Breakout: A look at the Energy Select Sector SPDR Fund (XLE) and why its four-year basing pattern suggests a sustainable long-term move.

Precious Metals Outlook: Differentiating the "parabolic" and "frothy" action in Silver (SLV) from the more measured, constructive moves in Gold (GLD) and the Gold Miners (GDX).

Fixed Income and Crypto: Technical levels to watch for the 10-Year Yield, Emerging Market Bonds (EMB), and a short-term trading perspective on Bitcoin (BTC).

 

Click here to visit the Lyons Share Pro website take advantage of the 33% discount! - https://lyonssharepro.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.