The KE Report

Glenn Jessome, President & CEO of Silver Tiger Metals (TSX.V:SLVR) (OTCQX:SLVTF), joins us for a very key development update and Company milestone.  The press release March 18th stated that the Board of Directors of Silver Tiger Metals has approved the construction decision of the surface mine; with commissioning and first pour targeted for December, 2027; at the El Tigre Silver-Gold Project in Sonora, Mexico.

 

We started off with a brief reminder on why the Company elected to take the recent financing, which closed on February 18th, in lieu of a much larger debt package with restrictive covenants. That appears to have been the right decision to bolster its strong financial position, especially in light of the market volatility that we’ve seen across the whole precious metals complex since then.

 

Silver Tiger has over US$86 million (or ~C$120 million) cash to execute on the immediate development initiatives.

The Company is also nearing completion of a debt financing package, with term sheets advanced and negotiations narrowed to select providers to provide flexible, non-dilutive capital options to support combined surface and underground development at El Tigre.

 

Silver Tiger just announced that it has entered into an Engineering Procurement and Construction Management Contract ("EPCM") with Kappes, Cassidy & Associates ("KCA") and Kappes, Cassiday del Norte S de RL de CV ("KCN") to assist in the construction of the mine and process plant at El Tigre. The Company has also now hired its own experienced mine construction executive team to work with KCA and KCN.

 

Significant development progress has already been made to date including:

 

Basic engineering for the Mine has been prepared by KCA and is 90% complete

Engineering for the heap leach and waste dump for the Mine has been completed by WSP

Land clearing for the Mine construction area has commenced, including flora and fauna rescue

The personnel camp for the Mine and the construction offices have been designed and are currently in a bid process

Engineering for improvements to the 46 km road from Colonia Morelos to El Tigre, which was built by the Corporation in 2023 and 2024, is complete and the contract to carry out the road improvements is currently in a bid process

 

 

The Company is nearing completion of its ongoing metallurgical and geotechnical drilling program in the Stockwork Zone, with this program expected to wrap up within the next 30 days.  Upon completion, the Company will immediately transition to exploration drilling targeting the high-potential vein systems north of the main El Tigre area, near the historic North Tigre Mine. This priority zone aligns directly with the El Tigre North Mine Design outlined in Section 24 of the Company's recently filed Preliminary Economic Assessment (PEA dated January 20, 2026). 

 

If you have any follow up questions for Glenn regarding Silver Tiger Metals, then please email them into me at [email protected].

 

In full disclosure, Shad is a shareholder of Silver Tiger Metals 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 Silver Tiger Metals

 

 

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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 welcome back Dave Erfle, the founder and editor of Junior Miner Junky, to make sense of one of the worst weeks for precious metals in over 40 years. Following a significant drop in gold prices and a sharp sell-off in mining equities, Dave breaks down the technical damage, the impact of global margin calls, and whether the sector has finally reached a capitulation point.

Key Discussion Points:

Market Capitulation and Deleveraging: Dave explains how the recent price action was driven by forced liquidations and margin calls rather than a shift in long-term fundamentals.

Technical Breakdown of Mining ETFs: An analysis of the GDX and GDXJ, focusing on the formation of bear flags below key support levels and the importance of the 200-day moving average.

The Disconnect Between Fundamentals and Price: Why the structural case for gold remains robust due to rising national debt, central bank buying, and stagflationary pressures, even as paper markets face extreme volatility.

Strategies for the Current Environment: The importance of maintaining cash positions during deleveraging events and why the "energy" created by this sell-off could fuel the next major move higher.

Junior Miner Performance: Insight into the high-volume spikes seen in quality junior explorers and what the Bullish Percentage Index (BPGDM) tells us about a potential bottom.

 

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, we welcome back Trader Ferg, an independent speculator and author of the popular Trader Ferg Substack. As geopolitical conflicts continue to reshape global trade, Ferg joins us to discuss the structural "off-ramps" disappearing in the energy sector and where he is finding the most asymmetric value in a volatile market.

Discussion Highlights:

The Global LNG Shortfall: The discussion begins with the severe damage to Qatari LNG infrastructure, which Ferg notes could take years to fully recover. This has led to a massive energy deficit in Europe and Asia.

The Strategic Pivot to Coal: With LNG supplies constrained, Ferg highlights the "knife fight" for coal in the Asian cooling season. He identifies high-quality thermal coal as a primary beneficiary of the current energy gap.

Agriculture and the Fertilizer Link: Ferg explains why he is bullish on Corn, citing the massive disruption in fertilizer shipments through the Strait of Hormuz during peak planting season.

The Structural Bull Case for Uranium: The conversation shifts to the nuclear sector, where Ferg emphasizes that energy security concerns are forcing countries like Japan, China, and South Korea to pivot back to uranium as a reliable baseload power source.

Constraints on the AI Energy Buildout: Ferg expresses skepticism regarding the rapid expansion of AI data centers, noting that the physical constraints of the U.S. electrical grid.

 

Click here to visit Trader Ferg’s Substack. - https://traderferg.substack.com/

 

Companies & Stocks Mentioned: Whitehaven Coal (ASX: WHC), Arch Resources (NYSE: ARCH), CONSOL Energy (NYSE: CEIX), Newhope (ASX: NHC), Yancoal (ASX: YAL), Thungela Resources (LSE: TGA), Bannerman Energy (ASX: BMN), Cameco (NYSE: CCJ), Kazatomprom (LSE: KAP), Sprott Physical Uranium Trust (TSX: U.UN), Yellow Cake PLC (LSE: YCA)

 

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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 KER Company Update, I am joined by Greg Smith, Vice President of Exploration at Newcore Gold (TSX.V: NCAU | OTCQX: NCAUF). Following the March 18th release of the updated Mineral Resource Estimate (MRE) for the Enchi Gold Project in Ghana, Greg provides a deep dive into the technical milestones and the strategic vision moving the project toward a Pre-Feasibility Study (PFS).

Key Discussion Points:

Updated Resource Milestone: Greg explains the work behind growing the resource to 1.5 million ounces in the Indicated category and 626,000 ounces Inferred, focusing specifically on open-pit constrained ounces to feed into the upcoming PFS.

Different Types Of Mineralization: An analysis of the oxide, transition, and fresh rock mineralization.

Strategic Infrastructure Placement: Why the proximity of the Boin and Sewum deposits is critical, allowing for centralized infrastructure to service multiple high-grade pits.

Aggressive Exploration Outlook: Details on the 60,000-meter drill program, including step-out holes at Kojina Hill and testing high-grade lenses at depth to further expand the project's footprint.

 

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

 

Click here to visit the Newcore Gold website. - https://newcoregold.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 KER Company Update, I am joined by Scott Berdahl, CEO and Director of Snowline Gold (TSX:SGD - OTCQB:SNWGF), to discuss the company’s strategic trajectory for 2026. Despite broader sector volatility, Snowline Gold remains focused on the high-quality fundamentals of its flagship Valley deposit and its extensive exploration pipeline in the Yukon.

Key Discussion Points:

Resource Quality and Economic Resilience: Scott discusses the robustness of the Valley deposit, emphasizing its high-grade nature and low strip ratio, which allow the project to remain highly attractive even at lower gold price scenarios.

Balancing Development and Exploration: A general overview of the 2026 strategy, focusing on de-risking the Valley resource through the Pre-Feasibility Study (PFS) while simultaneously pursuing aggressive regional exploration to identify the next major discovery.

Infrastructure and Permitting Milestones: Insights into the company’s reinforced development team and the conceptual development timeline.

Expansion Potential at Valley: A look at the upside within and around the Valley intrusion.

Financial Position and Market Recognition: With a treasury of approximately $100 million and recent inclusion in the GDXJ, the company is well-capitalized to execute its multi-pronged 2026 work program.

 

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

Click here to visit the Snowline Gold website to read over the recent news and learn more about the Company - https://snowlinegold.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.