The KE Report

Jonathan Egilo, President and CEO of Axo Metals Corp. (TSXV: AXO), joins us for a comprehensive re-introduction to this gold, silver, and copper exploration and development company, focused on advancing and developing their San Antonio project, located in the state of Sonora, Mexico, down the pathway towards production.  

 

We start of discussing the acquisition of the San Antonio Gold Project from Osisko Development Corp back on January 27th, which was transformational for the company.  The total resources at San Antonio stand at 576koz gold (Au) and 1.37moz silver (Ag) grading 1.20 g/t Au and 2.9g/t Ag in the Indicated category, with 544koz Au and 1.76moz Ag grading 1.02 g/t Au and 3.3g/t Ag in the Inferred category across all deposit types (oxide, transition and sulphide). 

 

Jon points out that higher gold and silver prices today will allow for a lower cut-off grade, which will grow the resources.  Additionally the company has been conducting infill drilling, but is now stepping out with drilling to expand the know resources.  The company will be updating and releasing a Mineral Resource Estimate along with a Preliminary Economic Assessment (PEA) later in the year.  

 

Axo Metals announced on July 27th that the Mexican Federal Environmental Department (“SEMARNAT”) has issued a positive decision approving the Environmental Impact Statement (“Manifestos de Impacto Ambiental” or “MIA”) for the San Antonio gold project located in the State of Sonora. This landmark environmental permit approval validates the merits of the San Antonio project, and grants the primary authorization required for the construction and operation of the mine.

 

Jon highlights that the team is hard at work on metallurgical testing, engineering work, and assessing what will equipment will need to be added to expand the heap leach pads and get back into production next year. After the resource update and PEA is out later this year, it will help crystallize the detailed engineering and capex needed, which is modest, considering all the brownfield infrastructure already in place from prior operations.

 

Axo’s second project is the La Huerta property, a new copper discovery in Jalisco, Mexico. Initial exploration has yielded high-grade copper both at surface through sampling programs, and at depth through initial drilling. The Company is focused on continuing to define near-surface mineralization along the La Huerta Trend, expanding mineralization at depth, and targeting new discoveries in an underexplored district.

 

 

If you have any questions for Jon regarding AXO Copper, then please email me at Shad@kereport.com.

 

Click here to follow the latest news from AXO Copper

 

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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.

Tara Christie, CEO of Banyan Gold (TSXV: BYN / OTCQB: BYAGF) breaks down initial drill results from the company’s Nitra Project, where first-pass drilling has uncovered two brand-new gold discoveries. With visible gold logged at both Roaring Fork and Seattle Creek, the team is seeing early proof of district-scale potential across their 830-square-kilometer land position.

Key Discussion Points:

Initial Nitra Drill Hits: What the first-ever drill holes at Roaring Fork and Seattle Creek tell us about these new target zones.

Ramping Up Rigs: Why Banyan is adding a third drill rig to expand the Nitra program toward 10,000 meters.

Big-Picture Geology: How these new discoveries tie back to the main AurMac deposit and surrounding regional trends.

Upcoming Catalysts: Timelines for ongoing assay flow from the 70,000-meter campaign and work toward the Q4 Preliminary Economic Assessment (PEA).

 

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/

 

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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.

Glenn Jessome, President & CEO of Silver Tiger Metals (TSX.V:SLVR) (OTCQX:SLVTF), joins me for a visual construction update of the surface heap-leach mine; with commissioning and first pour targeted for December, 2027; at the El Tigre Silver-Gold Project in Sonora, Mexico.   We review the work already completed, the work yet to come, the future advancement of the underground mine at El Tigre, and the exploration program around the historic North Tigre Mine that is underway.

 

Key construction updates at El Tigre:

 

Build out of Mexican engineering and construction team is nearing completion with a total of 166 persons on site and 100,000-man hours logged since start of construction

Detailed engineering by Kappes, Cassiday & Associates (“KCA”) and Kappes, Cassiday del Norte S de RL de CV (“KCN) pursuant to the Engineering Procurement and Construction Management Contract (“EPCM”) for the Project is proceeding on schedule

Procurement on long lead items is complete, including crusher plant, conveyer and stacking system, and the Merrill-Crowe plant and refinery

Land clearing, and flora/fauna management for the total construction area is 60% complete

Installation of construction offices has been completed

Engineering for improvements to the 46 km road built from Colonia Morelos to El Tigre is complete. The contract to improve this road has been awarded and work has begun, with 25% of road improvements complete

The major earthworks contract has been awarded for the heap leach, ponds and crusher platforms and these earthworks have commenced

Comision Federal de Electricidad (“CFE”) have granted access to grid electrical power for the El Tigre Project

Long lead items such as crusher, conveyor, stacking and Merrill-Crowe have been ordered.

Mine commissioning and first pour on track to commence in December 2027.

 

We discussed the larger growth plan to keep advancing the derisking and development of the underground mine at El Tigre, moving the economics from the current Preliminary Economic Assessment (PEA) to a PFS, and some of the synergistic advantages of having a large build team and engineers on site for the surface heap-leach mine, that can then transition over to working on the underground, reducing down some of the assumed upfront capex in the PEA.

 

Additionally, the Company is now expanding the scope across their district-scale land package, and has been conducting 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 PEA (dated January 20, 2026). First results will start being released to the market in the months to come.

 

If you have any follow up questions for Glenn regarding Silver Tiger Metals, then please email them into me at Shad@kereport.com.

 

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

 

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.

In this Weekend Show on The KE Report, Shad and I set the stage with a KER QuickTake on commodity movements, central bank policy, and precious metals price action following recent Fed developments. We then feature Rick Bensignor to provide a technical breakdown of gold, silver, copper, and crude oil, alongside actionable insights into equity sector rotations and key price levels for investors. 

 

Segment 1 & 2 - A replay of our KER Market QuickTake, posted Wednesday. We review the commodities market on the KER Market Quick Take, discussing key trends in precious metals, copper, oil, and critical minerals. We highlight how elevated interest rates, a strengthening US dollar, and geopolitical tensions in the Middle East continue to weigh on the metals and mining equities amid the traditional summer doldrums. 

 

Segment 3 & 4 - Rick Bensignor, President of Bensignor Investment Strategies, wraps up the show by analyzing technical market trends across metals, energy, and U.S. equities. Rick breaks down key support and resistance levels for gold, copper, and oil while evaluating market breadth and the ongoing sector rotation from tech into value sectors like healthcare and financials. 

Click here to visit the In The Know Trader website - https://intheknowtrader.com/

 

If you enjoy the show, be sure to subscribe to our podcast feed (KER Podcast), YouTube channel, and follow us on X for more market commentary and company interviews. Don’t forget to subscribe and leave us a review!

 

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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 Company Update, I chat with Mike Spreadborough, Executive Co-Chairman, and Rohan Williams, General Manager of Exploration at Novo Resources (TSX: NVO | ASX: NVO | OTCQX: NSRPF) to discuss upcoming exploration activities at the Tibooburra Gold Project in Western Australia.

Phase 2 Drilling Campaign Overview: The guys detail a 2,700-meter reverse circulation (RC) drilling program targeting high-priority prospects to build on previous high-grade intercepts.

Clone Prospect Expansion Strategy: Insights into step-out plans designed to test down-plunge extensions and define structural controls of near-surface gold mineralization.

Pioneer South Target Potential: An inside look at initial drill plans for a 600-meter continuous trend of outcropping gold quartz reefs returning significant rock chip assays.

Earn-In Joint Venture Milestones: A breakdown of project expenditure progress, operational control transitions, and broader regional exploration initiatives.

Portfolio-Wide Exploration Roadmap: Highlights from the updated corporate presentation, including near-term catalysts, regional soil programs, and active partner-led work across Australia.

 

Please email me with any follow up questions for Mike, Rohan, and the team at Novo Resources. My email address is Fleck@kereport.com.  

 

Click here to visit the Novo Resources website to learn more about all the projects and exploration programs. 

 

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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.