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The KE Report

KE Report
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  • The KE Report

    EraNova Metals - Advancing the Advanced Adanac Molybdenum Project Toward PEA and Feasibility

    20/05/2026 | 17 mins.
    In this Company Introduction, I chat with Meredith Eades, President and CEO of EraNova Metals (TSXV: NOVA | OTCQB: STXPF). Meredith joins me to discuss her new leadership role, the strategic rebrand from Stuhini Exploration, and the company's dual-track approach to unlocking value from the large Ruby Creek property in Atlin, British Columbia.

    Key discussion points include:

    Fast-Tracking the Adanac Molybdenum Project: An overview of how over $100 million in historical spending and extensive infrastructure are enabling the company to bypass the pre-feasibility stage and head straight from an upcoming Preliminary Economic Assessment (PEA) toward a full Feasibility Study.

    The Strategic Value of Molybdenum: A look at the global supply landscape for molybdenum, the 433-million-pound resource at Adanac, and why current market dynamics position this development-ready asset as a rare commodity in North America.

    High-Grade Discovery Potential at Atlin: Exploring the separate, highly prospective exploration arm of the property, which boasts surface samples of gold, silver, tungsten, and copper.

    Corporate Vision and Capital Allocation: Insights into the company's lean share structure, prominent backers like Eric Sprott, and how a recent $600,000 financing will fund immediate milestones and upcoming news flow.

     

    Click here to visit the EraNova website to learn more about the Company - https://www.eranovametals.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.
  • The KE Report

    Banyan Gold - Recapping the Over 8.5 Million Ounce Updated Resource Estimate at the AurMac Gold Project

    20/05/2026 | 16 mins.
    In this Company Update, we connect with Tara Christie, President and CEO of Banyan Gold (TSXV: BYN / OTCQB: BYAGF). Tara takes us through the updated Mineral Resource Estimate (MRE) for the AurMac Gold Project located in the Yukon, which was announced on May 19, 2026. We discuss the significant expansion of the project's total footprint, the successful definition of a substantial high-grade core, and what these new numbers mean for the company’s upcoming PEA milestones.

    Key discussion points include:

    Exceeding the High-Grade Target: How the company successfully delineated a high-grade portion of the deposit right around 1.0 g/t gold, surpassing their original 5-million-ounce target.

    Impressive Resource Conversion Rates: A look at the 90% conversion success rate to the indicated category, showcasing the continuity and robustness of the deposit without sacrificing grade.

    Pit-Constrained Sensitivity Analysis: An explanation of how the pit-constrained model reacts to different gold prices, revealing the significant long-term growth potential still locked within the system.

    2026 Exploration Strategy & Upcoming PEA: Details on the current 70,000-meter drill program, how the budget is allocated between conversion and regional exploration, and how this MRE optimizes the economics for the Preliminary Economic Assessment (PEA) coming in the second half of the year.

    Strong Financial Position: A summary of the company's balance sheet, which features $70 million in cash.

     

    If you have any follow up questions for Tara please email me at [email protected]

     

    Click here to visit the Banyan Gold website - https://banyangold.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.
  • The KE Report

    Talisker Resources – Update On The Bralorne 2026 Mineral Resource Estimate, Mustang Mine Production, and Exploration and Development Across The Project

    20/05/2026 | 15 mins.
    Terry Harbort, President and CEO of Talisker Resources (TSX: TSK) (OTCQX:TSKFF), joins me to review the key metrics and takeaways from the 2026 Mineral Resource Estimate, along with a production and exploration update at the Mustang Mine at their 100% owned Bralorne Gold Project in British Columbia.  We also discuss the ongoing upsized 105,000 meter drill program, focused on the development towards Bralorne West and over into the Olympus Mine.

     

    Highlights of the Bralorne Gold Project MRE:

     

    Combined Measured and Indicated Mineral Resources are estimated at 0.72 Mt at an average grade of 8.91 g/t gold. The MRE includes Measured Mineral Resources of 21,900 oz of gold at an average grade of 10.04 g/t gold and Indicated Mineral Resources of 184,400 oz of gold at an average grade of 8.80 g/t gold.

    Inferred Mineral Resources are estimated at 11.23 Mt for 3,151,000 oz at an average grade of 8.73 g/t gold.

    A total of 141 orogenic veins that comprise the Project’s vein systems were included in the MRE. The MRE is exclusive of mined out material.

     

    The Company successfully transitioned over to shipping ore to Ocean Partners in Q1, with over 5,000 tonnes currently being crushed for shipping.  To date in 2026 (through May 12, 2026), the Company has sold 2,675 ounces of gold, consisting of 770 ounces of concentrate and 1,905 ounces of Direct Shipping Ore (DSO), derived from 6,990 tonnes of mined material with an average grade of 8.48 g/t. Based on current estimates under the Ore Purchase Agreement, the Company expects estimated net proceeds of approximately $12.7 million, net of applicable deductions and adjustments, including transportation, treatment/refining under the Ore Purchase Agreement, and subject to final settlement.

     

    Terry outlined the areas of ramp-up in production at the Mustang Mine, currently accessing about 6 ore faces at the 1040 and 1030 levels, with the plan to eventually get down to the 1015 and 980 levels later this year. The mining has been coming from the Alhambra Vein, BK Vein, and BK-9870 Vein, with plans to also begin accessing the Brumby Vein in the next couple of months. 

     

    Development work is continuing from the main area of the Mustang Mine over towards Bralorne West, with about 150 meters to go to be able to start accessing ore faces over in that part of the deposit. 

     

    As operations continue ramping up, expanding up to 500 tpd later this year, that the plan is then to keep developing over to increase mining from more areas including from Bralorne West to increase operations to 750-1,000 tpd about 2 years out.

     

    Then further out the initiative is to put in a second portal into the historic Pioneer mining area to access the Olympus Mine to the southeast of the Mustang Mine, moving throughput up to the eventual target of 1,500 tpd.

     

    Additionally, we explore how the mining process will be further upgraded utilizing ore-sorting technology by Q3 of this year. This ore-sorting will allow for shipping higher-grade material, with less associated waste, making it even more economical to be shipped to Ocean Partners.

      

    On April 21, 2026, Talisker Resources announced that the Company has increased its diamond drill program from 30,000 metres to 105,000 metres. The program will consist of 83,000 metres of resource conversion drilling at the Mustang, Bralorne West and Olympus areas and 22,000 metres of exploration drilling targeting veins at Congress and Pioneer Deeps.  Terry further unpacks the goals of this largest drill program to date at each of these areas and how this will set the company up for its growth initiatives for years to come.

     

     

    If you have any follow up questions for Terry regarding Talisker Resources, then please email me at [email protected].

     

    In full disclosure, Shad is a shareholder of Talisker 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 Talisker 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, and companies profiled may be sponsors of the KE Report.
  • The KE Report

    Labrador Gold - Breaking Down the Mariposa and Eureka Dome Projects Acquisition, White Gold District, Yukon

    19/05/2026 | 10 mins.
    In this Company Update, I am joined by Roger Moss, President and CEO of Labrador Gold (TSX.V:LAB - OTCQX:NKOSF - FSE:2N6). The discussion centers on the company’s recent option to acquire 100% interest in the Mariposa and Eureka Dome Projects in the Yukon’s White Gold District. Roger explains the rationale behind this expansion and how it fits into the company’s broader hybrid model of exploration and investment.

    Key Discussion Points:

    Yukon Asset Acquisition: Roger provides a deep dive into the Mariposa and Eureka Dome projects, detailing why these "unloved" assets in a prolific district were the perfect fit for the company’s portfolio.

    Strategic Hybrid Model: An exploration of Labrador Gold’s unique status as a hybrid explorer and investor, including the requirement to deploy $3 million in new investments by September.

    2026 Exploration Plans: A look ahead at the upcoming work in the Yukon, including airborne geophysics, LiDAR surveys, and soil sampling designed to refine future drill targets.

    Portfolio and Cash Position: An update on the Hopedale and Watson projects, alongside a review of the company's balance sheet, which boasts over $15 million in cash.

     

    Please email me with any questions for Roger or Ian. My email address is [email protected].

     

    Click here to visit the Labrador Gold website to learn more about the Company - https://labradorgold.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.
  • The KE Report

    Aztec Minerals - Drill Results Expanding Gold-Silver Zones at the Tombstone Project, Arizona

    19/05/2026 | 15 mins.
    In this Company Update, I am joined by Simon Dyakowski, President and CEO of Aztec Minerals (TSX.V: AZT / OTCQB: AZZTF), to discuss the latest drill results from the Tombstone Project in Arizona. Simon provides a comprehensive look at how recent step-out holes are expanding known mineralization and balance between RC vs core drilling means for the company's summer exploration program.

    Key discussion points include:

    Expanding the Oxide Footprint: An overview of the five recent step-out holes at the northern portion of the Contention Pit that successfully extended the gold-silver oxide zone to the west and at depth.

    Deep Target Exploration: Insights into the core drilling program targeting deep CRD-style mineralization and large AMT conductive anomalies.

    Maiden Resource Estimate: How the latest drill data is being integrated into the upcoming resource estimates for both the Tombstone and Cervantes projects.

    Summer RC Drilling Program: Details on the transition to reverse circulation drilling to efficiently delineate the open-pit potential and further de-risk the project.

     

    Please email me any questions you have for Simon. My email address is [email protected]

     

    Click here to visit the Aztec Minerals website - https://aztecminerals.com/

     

    Figure 1. Plan map showing drill hole collars from the 2025-2026 drill campaign at the Tombstone Property, southeastern Arizona.

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

    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.
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About The KE Report
The KE Report provides exclusive interviews with fund managers, newsletter writers, technical and fundamental analysts along with sub $10 billion market cap stocks. Interviews are published daily to help investors navigate the markets.
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