The KE Report

In this weekend edition, we bring you live insights from the floor of the Las Vegas MoneyShow followed by an in-depth energy sector deep dive. The common thread: a global commodity supercycle driven by supply chain shifts, AI-related infrastructure demand, and significant consolidation in the oil and gas space.

Segment 1 & 2 - In this live KER QuickTake recorded from the MoneyShow in Las Vegas, Cory and Shad discuss the current commodity supercycle and the shift toward domestic sourcing of critical minerals. They analyze investment opportunities across the precious, base, and energy metal sectors, emphasizing the importance of selecting mid-tier producers and companies with established growth pathways in the current bull market.

Segment 3 & 4 - Dan Steffens, President of the Energy Prospectus Group, discusses the recent rebound in oil prices driven by geopolitical tensions in Iran and high demand for diesel. He also explores the growth and investment potential in energy stocks, specifically focusing on the recent mergers and acquisitions involving companies like Devon Energy and Whitecap Resources.

Click here to visit the Energy Prospectus Group website for more energy market and stock analysis - http://www.energyprospectus.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!

 

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, we are joined by Cor Coe, CEO and Director of Sitka Gold (TSX.V: SIG | OTCQB: SITKF | FRA: 1R1), to discuss the updated Mineral Resource Estimate (MRE) for the RC Gold Project, in the Tombstone Gold Belt, Yukon. With the addition of the maiden resource at the Rhosgobel deposit, Sitka’s total gold resource is now 5.2-million-ounces (1.29 million ounces gold indicated and 3.83 million ounces gold inferred).

Key Discussion Points:

The Rhosgobel Breakthrough: Cor explains the significance of the maiden resource at Rhosgobel, which contributed 2.25 million ounces after only five months of total drilling.

Near-Surface Economics: A breakdown of the high-grade components at surface, including a significant zone grading over 1.0 g/t gold, which provides potential for favorable project economics and minimal stripping.

Expansion Strategy for 2026: Insights into the upcoming 60,000-meter drill program, with 30,000 meters dedicated specifically to stepping out and defining the true scale of the Rhosgobel deposit.

Tier-1 Asset Potential: A comparison to other major Yukon intrusions like Fort Knox and Eagle Mine.

Exploration Beyond the Core: A look at the "Blue Sky" potential across the Clear Creek Intrusive Complex, where nine of eleven intrusions have already shown gold mineralization.

 

If you have any follow up questions for the team at Sitka Gold please email me at [email protected]. 

 

Click here visit the Sitka Gold website to learn more about the Company - https://sitkagoldcorp.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 candid and nuanced conversation on why the Company elected to take the recent financing instead of a larger debt package; while also still leveraging the debt term sheets in place for the combined surface and underground development of the El Tigre Silver-Gold Project in Sonora, Mexico.

 

We start off reviewing the reality that negotiating a debt deal is much more complex, with more restrictions and debt covenants, than most people realize.   The company has narrowed the 3 debt term providers down to just 2 now, and are they are still pursuing debt for the larger overall needs.   Glenn unpacks the sequence of events and his thought process on why they opted to go with the financing instead, and outlines the decision making process for those investors that were surprised, confused, or that had submitted questions about this transaction.

 

On Feb. 18, 2026 Silver Tiger Metals announced it had closed its previously announced bought deal offering of common shares of the Company with a syndicate of underwriters. An aggregate of 49,146,400 Shares at a price of C$1.17 per Share for gross proceeds to the Company of C$57,501,288 were sold, which includes the exercise in full of the Underwriters' over-allotment option. The Company intends to use the proceeds of the Offering to fund exploration and development expenditures at the Company's El Tigre Project in Mexico, as well as for working capital and general corporate purposes.

 

We also dive into all the construction activities already underway on the ground at El Tigre, and what criteria are being decided on in the background by the board and management team to be able to announce the official construction decision in March.

 

 

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

 

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 company update, we sit down with Mike Spreadborough, Executive Co-Chairman, and Quinton Hennigh, Non-Executive Co-Chairman of Novo Resources Corp (TSX: NVO | ASX: NVO | OTCQX: NSRPF). to discuss the recent news out of the company. The team provides a deep dive into their recent C$5.8 million equity raise, the performance of their investment in San Cristobal Mining (SCM), and an ambitious drilling schedule set to kick off in Q2 2026.

Discussion Highlights:

Strategic Equity Financing: Mike outlines the details of the C$5.8 million raise, explaining how the funds will be deployed to accelerate exploration programs across the Pilbara and Belltopper projects.

San Cristobal Mining (SCM) Value: The team discusses Novo’s strategic stake in SCM, a private silver producer. Quinton explains the decision to hold the shares due to strong silver prices and consistent dividend yields, which help offset corporate overhead.

Q2 Pilbara Drill Plans: A breakdown of the upcoming 12-week program starting in April, targeting high-priority sites including Wylloo (gold-silver-antimony), Balla Balla, and the maiden drilling at Teichman.

Belltopper Project Potential: Quinton highlights the "Fosterville-style" characteristics of the Belltopper project in Victoria. With a target modeling 880,000 ounces of gold (upside case), the company is preparing for a major diamond and RC program later this year.

Egina JV Update: Insight into the partnership with Northern Star (ASX: NST), including expectations for a resource update at the Hemi gold project and the broader strategy for the Egina Joint Venture.

 

Please email me with any follow up questions for Mike, Quinton, and the team at Novo Resources. My email address is [email protected].  

 

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.

In this special daily editorial, we are pleased to introduce Trader Ferg, a contrarian investor and author of the Trader Ferg Substack. With a focus on deeply unloved, cyclical sectors, Trader Ferg joins us to share which sectors and subsectors of stocks have the best long-term upside, mostly in commodities. 

Key Discussion Points

Oil Services and Offshore Drilling: An analysis of the "beat-up" oil service space, specifically focusing on the survivors of the 2014 and 2020 downturns and the massive potential in drill rig fleets as capacity remains tight.

Uranium and Nuclear Energy: Why uranium remains one of the most "airtight" investment theses in the market, with a focus on the necessity of price floors reaching triple digits to incentivize essential greenfield production.

Global Exchange Operators: A unique look at the "toll road" business model of exchanges (EXS). 

 

Click here to read over Trader Ferg’s background. - https://traderferg.substack.com/about  

 

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