The KE Report

In this KE Report Company Update, I sit down with Tara Christie, President and CEO of Banyan Gold (TSXV: BYN | OTCQB: BYAGF), to discuss yesterday’s announcement regarding the acquisition of a portfolio of projects in the Yukon from Generic Gold. Tara shares her intimate knowledge of the newly acquired properties, explains the strategic value of adding optionality to Banyan’s asset mix, and provides a comprehensive update on the massive, ongoing 70,000 meter exploration program.

Key Discussion Points:

Strategic Yukon Asset Acquisition: Discover why this multi-project deal adds immediate value and land flexibility adjacent to existing Banyan properties without requiring near-term spending commitments.

Aggressive 2026 Exploration Underway: Get the latest details on Banyan’s massive 70,000-meter drilling program, with over 26,000 meters already completed and multiple drills actively turning.

The Path to the Preliminary Economic Assessment (PEA): Understand how the team is currently utilizing the 2025 resource model for the upcoming PEA, and how the current 2026 drill results will factor into future optimization.

Addressing the Silver Component: Learn about the high-grade silver veins identified on the property and how silver will be incorporated into the company's broader economic outlook.

 

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

 

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.

Matt Lennox-King, Chairman and CEO of Intrepid Metals Corp. (TSXV: INTR) (OTCQB: IMTCF), joins us for comprehensive introduction to this exploration company focused on copper, gold, silver, and zinc, in established mining jurisdictions in southeastern Arizona, USA.

 

The Company's portfolio is anchored by the Corral Copper Property, an advanced exploration-stage, district-scale system with extensive drilling and significant shallow results showing CRD-style mineralization, but also now testing for porphyry-style mineralization at depth, and epithermal gold mineralization near surface.  The Company also has the Tombstone South Project with prospective CRD-style  silver, lead, and zinc mineralization.

 

Matt outlines that at the Corral Project there has been roughly 50,000 meters of historic drilling by other operations, that has then been complimented by ~10,500 meters of drilling by Intrepid the last few years at the Holliday, Earp, and Ringo targets, mostly focused on the near-surface CRD mineralization.  They are going to be completing an IP survey over the property in August, with the goal to get the data back and analyzed by September, and then start testing the porphyry targets at depth later in the year.  We discussed that Rio Tinto and Ivanhoe Electric have land adjacent to either side of Corral for the CRD and porphyry potential.

 

With regards to the gold epithermal target at Mattie, the company just announced completion of the initial geological mapping and geochemical components of its ongoing 2026 Phase 1 Exploration Program. Based on encouraging early-stage field observations and the identification of additional prospective target areas, the Company has expanded the scope of the Program to include additional rock sampling and a new soil sampling grid over parts of the Property. 

 

Then on Tombstone South the company anticipates doing more ground exploration to come up with 2-4 targets for deeper drilling later in the year to further test the prospectivity of the CRD thesis.

 

Wrapping up Matt shares his experience in the sector, a few key board members, their strategic stakeholders, which includes Teck Resources, and the strong balance sheet with $20 million in the treasury to execute on this current program and to expand the programs into next year.

 

 

If you have any questions for Matt regarding Intrepid Metals, then please email them into us at [email protected] or [email protected].

 

 

Click here to follow the latest news from Intrepid 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 Daily Editorial episode of The KE Report, we chat with Joel Elconin, co-host of the Pre-Market Prep show and founder of the Stock Trader Network. Joel breaks down the broader market averages as they continue their steady drip higher, explaining why recent weakness is being bought up so quickly. He provides an inside look at what is driving current market breadth and how money is rotating across sectors to shield the indices from major downward days.

Key Discussion Points:

The Power of ETF and Sector Rotation: Why strong sector rotation keeps preventing catastrophic 1,000-point down days and how ETFs internally rebalance the broader market.

The IPO Life Cycle and SpaceX Mania: A look under the hood of the heating IPO market, why you shouldn’t buy on day one, and how to spot institutional accumulation phases.

Small-Caps Playing Catch-Up: Evaluating the surprise resilience of small-cap stocks moving higher in the face of rising interest rates.

The Tech Shift and AI Revolution: Why hardware is becoming overdone, the explosive comeback of software (IGV), and why hyperscalers will keep spending as long as profits follow.

Stocks & ETFs Mentioned:

S&P 500 Futures / Cash, Broadcom (AVGO), CrowdStrike (CRWD), Ciena (CIEN), Apple (AAPL), Microsoft (MSFT), Oracle (ORCL), Destiny Tech Tech (TYXZ), Destiny XYZ Inc (TXYZ), Vanguard Commonwealth Fund (VCX), RobinTech Venture Fund (RVI), and the iShares Expanded Tech-Software Sector ETF (IGV).

 

Click here to visit Joel’s PreMarket Prep website - https://www.premarketprep.com/

 

Click here to visit the Stock Trader Network - https://www.stocktradernetwork.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 Daily Editorial from The KE Report, we sit down with Brien Lundin, Editor of the Gold Newsletter and host of the upcoming New Orleans Investment Conference, to dissect the current state of the precious metals market and broader commodity sectors. While the short-term charts for gold have felt sluggish, Brien highlights several under-the-radar shifts that suggest a market transition is underway. The conversation covers everything from breaking technical correlations to the exciting surge of high-grade discoveries in copper, tungsten, and silver.

Key discussion points include:

Gold's 200-Day Moving Average: Why the recent bounce off this critical technical line might signify a true bottoming process rather than a temporary pause.

Shifting Market Correlations: An analysis of why gold’s relationship with the S&P 500 and oil is breaking down.

The Surge in Exploration News: Insights into the drill programs delivering results right now, including a look at standout companies making waves in the field.

The Rise of Critical Metals: Why copper and tungsten are carving out powerful bullish trends of their own, and how silver fits into the traditional bull market structure.

 

Click here to learn more about the Gold Newsletter. - https://goldnewsletter.com/

 

Click here to learn more about the New Orleans Investment Conference on October 28-31. 

 

Stocks Mentioned: Delta Resources (TSXV: DLTA), Gladiator Metals (TSXV: GLAD), Onyx Gold (TSXV: ONYX), San Lorenzo Gold (TSXV: SLG), Targa Exploration (CSE: TEX), Banyan Gold (TSXV: BYN), Spartan Metals (CSE: SPAT), GDX, GDXJ

 

-------------------

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.

Ron Kopas, President and CEO, and Dan Boudreau, Vice President of Exploration, of Delta Resources Limited (TSXV: DLTA) (OTC Pink: DTARF) (FSE: 6GO1), both join me for a comprehensive introduction to this gold exploration company commencing its largest exploration program to date at their Delta-1 Gold Project, along the prolific Thunder Bay District, Ontario.

 

The 2026 exploration program is strategically designed to unlock the significant discovery potential across the Company's extensive 340 km² land package while continuing to expand and advance the Eureka Gold Deposit, where additional drilling is planned later this summer. Delta will advance multiple high-priority targets, with initial field activities focused on the highly prospective I-Zone / Crayfish Creek Fault sector, located approximately 18 kilometres southwest of Eureka.

 

The area is supported by several encouraging historical and recent gold results, including drill intercepts of 3.28 g/t Au over 14.6 m reported by Inco Gold (1988-1989) and 4.32 g/t Au over 41 m, 4.53 g/t Au over 14.4 m, and 4.36 g/t Au over 20.4 m reported by Ovalbay (1995). Additionally, a 1,000 kg mini-bulk sample grading 9.9 g/t Au was completed by Mengold in 2008. Recent channel sampling by Delta Resources (2024) returned 1.23 g/t Au over 40.6 m, including 2.12 g/t Au over 12 m and 3.39 g/t Au over 5 m, and 2.40 g/t Au over 16.2 m, including 5.54 g/t Au over 5 m.

 

Recent prospecting and till sampling, combined with the integration of historical geological, geophysical, and geochemical datasets, have identified multiple new high-priority targets, further reinforcing the area's potential to host additional gold discoveries

 

If you have any questions for Ron or Dan regarding Delta Resources, then please email them into me at [email protected].

 

Click here to follow the latest news from Delta Resources

 

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.