The KE Report

In this Company Update, I chat with Craig Nicol, Founder and CEO of Graphene Manufacturing Group (TSX-V: GMG | OTCQX: GMGMF), to unpack several major corporate milestones and explore the road ahead for commercialization. Craig provides a comprehensive look into customer engagement, battery performance data, operational scaling, and market adoption across GMG's diverse graphene applications.

In this interview, we cover:

Commercial Battery Cell Dispatches: The strategic importance of shipping the initial battery cells to prospective North American commercial and defense partners for third-party testing.

Scaling Path and BTRL Milestones: How GMG plans to transition production from hundreds of pouch cells per month to tens of thousands per month as they advance through the battery readiness levels.

Breakthrough 6-Minute Fast-Charge Data: The mechanics behind recent test results showing enhanced energy density, long cycle life, and a unique charging phenomenon that sets these cells apart from incumbent technologies.

G-Lubricant and High-Profile Brand Ambassadorship: How partnering with 9-time Motocross World Champion Antonio Cairoli positions G-Lubricant for growth across European retail and performance distribution channels.

G-Fluid and Data Center Cooling: The status of regulatory submissions and the potential for graphene-enhanced fluids to address critical cooling needs in high-performance computing infrastructure.

Corporate Runway and Capital Efficiency: GMG’s current cash position, lean capital deployment strategy, and the anticipated revenue trajectory driven by impending distribution agreements.

 

Please keep the questions coming! Email me at Fleck@kereport.com.

 

Click here to visit the GMG website to learn more about the Company - https://graphenemg.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.

Tim Shearcroft, CEO and Co-Founder of BP Silver Corp. (TSX.V: BPAG) (OTCQB: BPSCF), joins me to review the newest assay results from its ongoing Phase 2 diamond drilling program at the Cosuño Silver Project, in Bolivia.  This initial drilling at the Jalsuri North Target highlights a significant new emerging polymetallic discovery that intersected broad intervals of both zinc and silver mineralization.

 

HIGHLIGHTS

 

Mineralization is located approximately 3 kilometers from the high-grade silver Pocañita Chica occurrence and is interpreted to represent the upper and/or distal portions of a large intermediate sulfidation hydrothermal system. It remains open for expansion in all directions.

Hole CO-0015 intersected a 142 meter ("m") zinc-dominated intersection grading 1.42% zinc and 8.9 g/t silver (2.14% zinc equivalent) from 5 to 147 m,
including 59 m grading 2.57% zinc and 12.25 g/t silver (3.72% zinc equivalent) from 5 to 64 m, and

22 m grading 5.18% zinc and 27.7 g/t silver (7.75% zinc equivalent) from 19 to 41 m (Table 2 and Figure 2).

Hole CO-0015 also returned a 2 m silver-dominated intersection grading 249 g/t silver and 3.46% zinc (495.4 g/t silver equivalent) from 35 to 37 m, and 2 m grading 132.0 g/t silver and 0.66% zinc (189.0 g/t silver equivalent) from 107 to 109 m (Table 1 and Figure 2).

 

Tim goes on to unpack how these results tie into the larger exploration initiatives from the sampling, mapping, geological surveys, and other Phase 1 and Phase 2 results thus far.   We discuss what the follow-up process will be at Jalsuri North and Jalsuri Northeast, where other holes have been drilled and are awaiting assays. 

 

We also reviewed the recent high-grade results at Pocañita Chica from CO-0013, and how the company is currently drilling to undercut the prior holes drilled CO-008 and CO-009 during Phase 1 drilling to test the potential deeper feeder zones. Wrapping up we also discussed the future initiatives to do first pass drilling at the larger Pocañita Grande target.

 

Click here to follow the latest news from BP Silver Corp

 

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

 

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. 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 Company Update, we are joined by Gwen Preston, President and CEO of Alex Metals (TSX-V: ALX | OTCQB: ALXMF). Alex Metals is a newly listed junior exploration company focused on uncovering high-grade volcanogenic massive sulfide (VMS) deposits across an underexplored belt in coastal Southeast Alaska. Gwen shares the founding story of Alex Metals, why the team targeted the prolific Alexander Triassic Belt, and what investors can anticipate as assay results roll out over the coming months:

Targeting Tier-One VMS Endowment: How the team identified an overlooked opportunity to secure high-grade projects along the same geological belt that hosts world-class deposits like Greens Creek and Windy Craggy.

KSO Project Drill Program: Highlights from maiden drilling testing massive sulfide outcrops across the historic Khayyam and Stumble-On mines, alongside the newly staked Triple G target.

Wodski Project & Historic Discoveries: Why historic high-grade zinc-silver-gold drill intercepts at Mad Dog sat dormant for two decades and how recent work aims to confirm and expand the system.

Frenchie Target & Geophysics: Surface exposure showing multi-meter-thick massive sulfide horizons and the role ongoing gravity surveys play in preparing the asset for drilling.

Capital Structure & Winter Catalysts: How a clean share structure, a solid treasury, and upcoming sets of multi-target drill results position the company for near-term discovery upside.

 

Please email us with any follow up questions for Gwen. Our email addresses are Fleck@kereport.com and Shad@kereport.com. 

 

Click here to visit the Alex Metals website to learn more about the company and projects. - https://alexmetals.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.

Erik Wetterling, Founder and Editor of The Hedgeless Horseman website, joins us to review his key takeaways from a recent mining conference in Stockholm Sweden.  The conversation then moves into how he is evaluating opportunities in junior gold and silver resource companies that have clear catalysts and that have funded their next phase of growth.  

 

We start off discussing the mining conference, getting his reflections on investor sentiment, the deluge of sector newsflow, takeaways from speaking with company management teams, and most importantly, if those companies had a strategy in place to fund upcoming catalysts that may force the market to reconsider their current valuations.

 

He points out that often times the news released by a number of companies over the last few weeks was actually positive, and further derisked or advanced their projects, and yet only got a muted response with the bearish sector backdrop during the month of September and October.

This is one of the setups and sector disconnects that Erik looks forward to exploiting in his own portfolio. 

He is looking for improving value propositions in junior exploration and development stocks, that have put out compelling news in the recent past, which sets up future news releases, and thus they have key alpha growth catalysts on tap in the medium-term.

 

The topic that we focused on for the balance of the discussion was that different approaches that junior companies were taking to ensure they’d have the capital on hand to execute on the next key milestones.   These catalysts could force the hand of Mr. Market to rerate these companies as the work programs get fueled by takeovers, ongoing organic production, trial mining and bulk samples, near-term moves into commercial production, strategic partnerships, or bringing in key strategic investors.

 

The companies we discussed in this interview are:

Roxmore Resources Inc. (TSX: RM) (OTCQX: GARLF), McFarlane Lake Mining Limited (CSE: MLM) (OTC: MLMLF), Galway Metals Inc. (TSX-V:GWM)(OTCQB:GAYMF), Amex Gold Mining Inc. (TSXV: AMX) (OTCQX: AMXEF), Sierra Madre Gold and Silver Ltd. (TSXV: SM) (OTCQX: SMDRF), Cabral Gold Inc. (TSXV: CBR) (OTCQX: CBGZF), Excellon Resources Inc. (TSXV: EXN) (OTCQB: EXNRF), Sonoro Gold Corp. (TSXV: SGO) (OTCQB: SMOFF), Altamira Gold Corp. (TSXV: ALTA) (OTCQB: EQTRF), Mayfair Gold Corp. (TSXV: MFG) (NYSE American: MINE) , and Headwater Gold Inc. (CSE: HWG) (OTCQX: HWAUF).

 

 

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, Cory and Shad welcome back Craig Hemke, Founder and Editor of TF Metals Report, for an in-depth assessment of the ongoing downtrend across the precious metals complex. Craig breaks down the technical posture of the sector, the fundamental health of mining producers, and the macro forces driving current market behavior.

Macro Trend: Secular Top or Massive Bull Flag? Craig evaluates whether current price action resembles the prolonged top from 2011 or if gold and silver are carving out an extended consolidation pattern.

Producer Margins and Cost of Production: Why current prices still support robust cash flow for miners despite rising input costs, and where true production floors lie.

Q3 Earnings and "Sell the News" Risk: Ahead of major reporting from producers like Newmont (NEM), we discuss whether strong balance sheets will spark a sustained rally or prompt investors to sell into strength.

COMEX Open Interest and Market Structure: An analysis of collapsing open interest in silver and gold, changing CME margin requirements, and how thin liquidity accelerates intraday price swings.

Technical Realities for Reversals: What the charts indicate about bottoming processes, how long recoveries take after extended declines, and why technical levels matter most right now.

 

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.