The KE Report

Tim Shearcroft, CEO and Co-Founder of BP Silver Corp. (TSX.V: BPAG) (OTCQB: BPSCF), joins us to review the first 2 assay results from the ongoing Phase 2 drill program underway at the Cosuño Silver Project in Bolivia. This Phase 2 drilling forms the first part of a broader ~8,000 m diamond drilling campaign anticipated for 2026.

 

HIGHLIGHTS

Hole CO-0013 intersected a high-grade feeder structure grading 314.3 g/t silver, 2.62% bismuth and 0.74% antimony over 3.0 m, equivalent to 1,328.8 g/t AgEq, within a broader 7.0 m interval grading 168.8 g/t silver, 1.20% bismuth and 0.35% antimony, equivalent to 634.1 g/t AgEq.

The high-grade silver-bismuth-antimony mineralization associated with the silver system, demonstrates the potential for multiple critical and strategic metal by-products at Cosuño.

To date, 20 drill holes have now been completed, and additional assay results will be released as they become available.

 

Within a lithocap system, feeder structures can represent important conduits for mineralizing hydrothermal fluids and may connect to broader vein systems at depth. Importantly, elevated bismuth and antimony were also identified in Phase 1 drilling at Cosuño, including in holes CO-0008 and CO-0009. The increasing silver grades observed down-hole in these holes and in the Pocañita Chica area are particularly encouraging and may potentially indicate that higher-grade mineralization continues down dip and at greater depth. Testing this possibility will be an important focus of the ongoing exploration program in Phase 2 and Phase 3.

 

The Company also reported that the high-resolution drone magnetic ("MAG") survey has been completed, covering approximately 37.5 km², and the induced polarization ("IP") survey has commenced. The geophysical surveys are designed to assist in identifying and refining additional mineralized structures and drill targets across the large silver-rich hydrothermal system. Together with the Phase 1 and Phase 2 drilling, these additional datasets are expected to improve significantly the Company’s understanding of the geometry, continuity, scale, and tenor of the vein and breccia systems across Cosuño.

 

Once this new data gets incorporated into the geological model, then it will lead into prioritizing the targets for the Phase 3 drill program later this year. Tim also highlighted that Pocañita Grande will be getting its maiden drilling during the Phase 3 program, now that they have been developing roads and site access to this important target.

 

 

Click here to follow the latest news from BP Silver Corp

 

 

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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 are joined by Dave Erfle, founder and editor of The Junior Miner Junky, for a comprehensive recap of the Precious Metals Summit at Beaver Creek, an analysis of accelerating sector M&A, and a technical evaluation of the ongoing pullback across gold, silver, and mining equities.

Key discussion points include:

Beaver Creek Conference Sentiment: A breakdown of the record-breaking turnout, why executive mindsets have shifted from needing capital to building projects independently, and how the mood differs from past cycles.

Junior Portfolio Strategy and Filtering Criteria: How Dave navigates a cashed-up exploration sector, trims developer holdings advancing into production, and screens for high-margin, district-scale potential.

Dissecting Recent M&A Deals: Key takeaways on recent transactions, including Artemis Gold's takeover of Vista Gold, asset acquisitions by Luca Mining, Elemental Royalty's major portfolio expansion, and stalled consolidation talks.

Why the M&A Cycle Is Accelerating: An examination of senior producer balance sheets, cash reserves, and the mathematical necessity driving mid-tier and major mining companies to replace depleted ounces in the ground.

Macro Pressure and Technical Price Levels: An overview of how rising bond yields, energy spikes, and upcoming inflation data are influencing precious metals, alongside crucial support gaps to watch on the GDX and GDXJ.

 

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 Daily Editorial, Jeff Christian, Managing Partner at CPM Group, joins us to examine the intricate macro crosscurrents steering gold and silver. Rather than viewing precious metals in isolation, the discussion breaks down how bond market volatility, fiscal deficits, and growing political dysfunction are impacting global asset valuations.

Drivers of the Precious Metals Pullback: An overview of what triggered the recent drop across gold, silver, and broad commodities, contrasting knee-jerk algorithmic reactions to rising bond yields with longer-term fundamental positioning.

Interest Rates as a Sign of Economic Weakness: Why climbing long-term Treasury yields reflect unsustainable borrowing, massive deficit spending, and credit degradation rather than robust economic expansion.

Erosion of Faith in Policymakers: An analysis of how mounting political friction, upcoming US election disputes, and energy disruptions are fracturing public confidence in institutional stability worldwide.

Global Reserve Trends vs. BRICS Narratives: A reality check on how central banks are actually allocating foreign exchange reserves, separating legitimate diversification away from the dollar and euro from recurring rumors of a gold-backed BRICS currency.

Silver Realities and Industrial Speculation: How silver is performing as both a financial hedge and an industrial metal, along with a skeptical assessment of claims regarding surging demand from artificial intelligence and data centers.

Technical Levels and Year-End Outlook: Key price ranges to watch following the late-summer consolidation, and why political and macroeconomic stress could spark renewed momentum for gold into the coming year.

 

Click here to visit the CPM Group website to learn more about the firm - https://cpmgroup.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.

In today's Daily Editorial, we welcome Craig Hemke, Founder and Editor of TF Metals Report, for an in-depth discussion on current conditions across the precious metals and broader financial markets. Following a massive rebound throughout August, gold and silver have experienced a month-long pullback. Craig shares his perspective on current price action, key technical support levels, and the macro forces driving market sentiment.

Precious Metal Price Action: Gold and silver have given back a portion of their August gains as traders evaluate support levels amidst shifting market conditions.

Interest Rate Dynamics: Rapidly rising yields on long-term Treasury bonds and persistent dollar strength continue to present immediate headwinds for physical metals.

Key Economic Data Watch: Critical economic releases scheduled this week, including employment figures, manufacturing indices, and Fed-favored inflation metrics, all are set to influence upcoming central bank decisions.

Relative Equity Resilience: Precious metal mining equities and key sector ETFs have demonstrated relative strength compared to underlying bullion prices.

Macro and Political Catalysts: Broad market resilience, potential central bank policy adjustments, and upcoming political events could shape the trajectory for tangible assets throughout the rest of this year.

 

Click here to visit Craig’s website - TF Metals Report - https://www.tfmetalsreport.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.

In this Company Update, host Cory Fleck welcomes Tara Christie, President and CEO of Banyan Gold Corp. (TSX-V: BYN, OTCQB: BYAGF). Tara recaps recent news reporting a total financing of $58million, including an investment from Franco Nevada, high-grade drill results, and the inclusion into the GDXJ. 

Key discussion topics include:

Franco-Nevada Investment and $58M Growth Financing: How Franco-Nevada’s $20 million strategic subscription materialized and how the treasury now funds operations through 2028.

2027 Aggressive Expansion with an 8-Drill Program: An overview of the planned 100,000-meter AurMac and 20,000-to-30,000-meter Nitra drill programs in 2027.

Expanding High-Grade Zones at Powerline: An overview of the recent step-out drilling intersecting mineralization outside the current resource model, and how these ounces influence future pit sequencing.

Maiden PEA Strategy and Timing: The rationale behind funding the company prior to releasing the fourth-quarter Preliminary Economic Assessment, and clarification on which drill datasets will anchor the study.

Unlocking the High-Grade Gap Zone: Why ground conditions require a winter-drilling approach for this structurally controlled corridor, and the potential impact of mineralizing this ground on overall strip ratios.

Assay Turnaround and Near-Term News Flow: What investors should expect regarding laboratory timelines, winter operational planning, and the steady pipeline of drill results leading into next year.

 

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

 

Click here to visit the Banyan Gold website - https://banyangold.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.