The KE Report

In this Company Update, I am joined by Alex Heath, Chief Executive Officer of Great Pacific Gold (TSX-V: GPAC | OTCQX: GPGCF | FSE: V3H). Great Pacific Gold is actively progressing through a 13,000-meter exploration drill campaign testing seven distinct targets across its high-grade Wild Dog property in Papua New Guinea. With two rigs currently turning, Alex provides an update on recent drilling at the Magiabi and Mengmet targets, lab turnaround expectations, and how the company is systematically working to demonstrate district-scale epithermal potential.

Exploration Progress Across 7 Priority Targets: Drilling has transitioned from Sinivit, Kavasuki, and Kasie Ridge to the core structural corridor, with active rigs now turning on key high-grade targets.

Targeting and Depth Strategy: Drill holes are planned between 150 to 200 meters to test high-priority veins based on historical data integrated with modern geophysics.

Assay Flow and Turnaround Times: Overcoming initial weather hurdles and rig setups, core is steadily moving to the assay lab with pending results expected to drive upcoming news flow.

Financial Runway: Backed by substantial institutional support and strong treasury reserves, the exploration program remains fully funded into 2027 without near-term market dependency.

Valuation Disconnect: Despite prevailing junior market sentiment, the company’s enterprise value highlights a favorable risk-reward backdrop as systematic drilling seeks to define a multi-million-ounce system.

 

If you have any follow up questions for Alex please me at Fleck@kereport.com. 

 

Click here to visit the Great Pacific Gold website - https://gpacgold.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 Company Update, we are joined by Anthony Margarit, President and CEO of K2 Gold Corporation (TSX-V: KTO | OTCQB: KTGDF | FRA: 23K), to discuss the ongoing progress and latest exploration results from the flagship Mojave Project in California. Anthony breaks down recent high-grade drill intercepts and rock sample assays, detailing how the team is systematically advancing multiple targets across the property:

Eastside Gold Trend Drilling Progress: Insights into current drilling at the Dragonfly target, how stacked high-grade oxide structures are holding together at depth, and what to expect from pending assays at Newmont.

Connecting the Regional Trend: The geological model driving the exploration between Dragonfly and Newmont, and how the team plans to test the untested central target along the controlling fault structure.

Strike Extensions and Surface Assays: How recent surface rock sampling has extended the Dragonfly target to 1,000 meters and revealed promising high-grade showings at the emerging Flores zone.

Expanding Beyond Gold to Polymetallic Scale: A look at the high-grade copper and silver showings at Stega, Morningstar, and Soda Ridge, highlighting the potential for distinct mineralization styles across the property.

Rig Mobilization and Corporate Runway: An overview of upcoming exploration milestones, the addition of a second drill rig, and how the company's treasury positions it to execute work programs into next year.

 

If you have any follow up questions for Anthony please comment below or email me at Fleck@kereport.com. 

 

Click here to visit the K2 Gold website - https://k2gold.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.

Justin Huhn, Founder and Publisher of the Uranium Insider, joins us for yet another very comprehensive macro update on the supply and demand fundamentals for uranium and the nuclear fuel sector.   We discuss the primary investment case for the uranium sector contrasted against the flashy headlines of the last 2 years around the secondary demand from AI datacenters and small modular reactors (SMRs). Then we dive into how the longer-term contracting cycle is setting up with utility companies, different bottlenecks in the nuclear fuel cycle, and how he is positioning in the uranium equities that feed the front-end of that supply chain.

 

Key topics of discussion:

 

We start off reviewing the Primary Demand drivers for uranium from the existing global fleet of nuclear reactors, which is augmented by the many reactor life extensions and restarts, as well as all the new reactors coming online over the next decade that are under construction or planned.  The investing case for uranium bulls is compelling even with conservative modeling on this primary demand out for the next 5-10 years.

 

Next we layer on the various aspects of Secondary Demand that are harder to model,  but will definitely have an additive effect on overall global uranium demand:

 

Sovereign stockpiles and strategic reserves from hedgefunds

Utility companies inventory stockpiles

Miscellaneous demand from Small Modular Reactors (SMRs), military, etc…

 

Next we transition over the supply side of the equation focusing on the uranium mining companies. We’ve seen a flurry of news the last couple years out of the U308 producers, many of which have been struggling to ramp up production. 

 

Justin unpacks his outlook on mined supply from Kazatomprom, the largest uranium swing producer in Kazakhstan, the slow ramp up of Uzbekistan production, guidance last year from Canadian senior uranium producer Cameco (CCO.V) (CCJ), African producer Paladin, and the slow but steady ramp up of US producers.

Each country and the producing entities have had a series of setbacks and challenges to hit their annual guidance, which has kept supply and inventories tight.  

 

Next we point out that large development projects in the Athabasca Basin of Canada, like the Phoenix Project held by Denison Mines (TSX: DML) (NYSE: DNN), and in specific the importance of the Arrow Project from NexGen Energy (TSX: NXE) (NYSE: NXE), seeing their production timelines get pushed back to 2030 or later. There is very little new supply coming online globally, with the exception of some smaller production out of the US, Namibia, and Australian producers. All of this points to a much more constrained output from global uranium producers, even in face of growing uranium demand.

 

Justin weighs in on the importance of seeing more developers and explorers move their projects forward, and that the exploration stocks in particular have been left for dead by investors and represent compelling value propositions in this current environment.

 

 

Click here to visit the Uranium Insider website.

 

For more market commentary & interview summaries, subscribe to our Substack reports:

 

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.

In this Daily Editorial, we welcome back Dave Erfle, Founder and Editor of The Junior Miner Junky, to evaluate the ongoing correction across precious metals and resource equities, share tactical adjustments for portfolio positioning, and dissect the latest corporate buyout in the gold sector.

Precious metals market divergence: An overview of gold and silver price trends during this prolonged consolidation and why major mining equities continue to show notable relative strength against bullion lows.

Selective pivot to early-stage drill plays: The rationale behind reallocating capital into pre-PEA, discovery-stage exploration assets and the exact technical and corporate criteria required before buying speculative positions.

Strategic tax-loss rotation and portfolio pruning: A disciplined look at cutting laggards ahead of the standard year-end window to fund fresh opportunities, along with rules for locking in gains on core multi-bagger winners.

M&A dynamics and in-situ valuation spreads: Key insights into SSR Mining’s acquisition of Roxmore Resources and the Converse project, examining why buyout prices range widely from low double-digit ounces to premium high-grade assets.

Producer balance sheets vs. generalist appetite: An assessment of corporate cash reserves, capital return programs, and the market catalysts needed to bring institutional and generalist investors back into mining equities.

Companies and Stock Symbols Mentioned:

SSR Mining Inc. (TSX: SSRM | NASDAQ: SSRM)

Roxmore Resources Inc. (TSX: RM | OTCQX: GARLF)

Montage Gold Corp. (TSX-V: MAU)

Osisko Development Corp. (TSX-V: ODV | NYSE: ODV)

Rupert Resources Ltd. (TSX: RUP)

G Mining Ventures Corp. (TSX: GMIN)

G2 Goldfields Inc. (TSX-V: GTWO)

Probe Gold Inc. (TSX: PRB)

Northern Star Resources Ltd. (ASX: NST)

Gold Fields Ltd. (NYSE: GFI)

 

Click here to visit the Junior Miner Junky website to learn more about Dave’s investment letter - https://www.juniorminerjunky.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 KE Report Company Update, we are joined by Sage McCallum, Vice President of Exploration at Q2 Metals Corp. (TSX-V: QTWO | OTCQB: QUEXF | Frankfurt: 458), for a detailed exploration update on the flagship Cisco Lithium Property in Quebec.

Record Drill Results: Why hole 93 delivered the project's strongest intercept to date and what its exceptional widths and grade profiles indicate about the core deposit.

Near-Surface Economic Drivers: How recent hits starting from surface could significantly reduce early payback periods and improve open-pit economics in the upcoming Preliminary Economic Assessment (PEA).

De-Risking vs. Resource Expansion: The multi-pronged strategy balancing infill drilling to upgrade resource categories against step-out drilling along the primary strike corridor.

District-Scale Upside: What early reconnaissance across the broader 25-kilometer greenstone corridor reveals about prospective targets outside the defined deposit area.

Fully Funded Multi-Rig Campaign: The timeline and news flow expectations for the five active drill rigs turning through the winter season backed by a robust treasury.

 

If you have any follow up questions for the team at Q2 Metals or would like more information on any aspect of the Company please email us at Fleck@kereport.com and Shad@kereport.com.  

 

Click here to visit the Q2 Metals website - https://www.q2metals.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.