The KE Report

Tim Shearcroft,  CEO and Co-Founder of BP Silver Corp. (TSXV: BPAG), joins me for a review of the results from the first two drill holes of its initial eleven-hole Phase I drill program at the Cosuño Silver Project, located in the prolific Bolivian silver belt. Additionally, the Company is working on finalizing the title at their Titiri Project, located in a major under-explored silver belt with Tier 1 discovery potential.

 

The Phase I drill program tested four initial targets in the southern portion of Cosuño, selected as initial targets because they were outcropping, in an area that is covered by surficial overburden.  Drill Holes CO-0001 and CO-0002 were drilled in the Jalsuri target, a northwest-southeast trending ridge formed by a prominent mineralized structure.  These results validated that the lithocap at Cosuño is mineralized with precious metals and base metals.

 

CO-0001 intercepted 62 meters of 56.96 silver equivalent (AgEq), including 29 meters of 80 AgEq, and 4 meters of 150 AgEq

CO-0002 intercepted 33 meters of 62.86 silver equivalent (AgEq), including 3 meters of 124.95 AgEq

 

The remaining 9 holes from Phase I will have more holes returned from the Jalsuri, Benhur, Pocalleta, and Pocañita Chica target areas.   We also discussed the potential for future drilling at the other portion of Jalsuri, and the Pocañita Grande targets.

 

We discuss the prospectivity of Bolivia for mineral exploration and exploitation, the handful of companies that have made solid advancements on their projects in country, and how the political administration has recently changed to become more amenable to foreign business investment and mineral extraction.

 

Additionally, their team is working with the government to finalize obtaining the title to begin exploration on their Titiri Project.   Titiri was staked over a large land concession containing outcropping mineralization historically explored by ASARCO.  This Project contains a 2.5km-long silver-lead-zinc zone, with excellent historical trench results, that was never drilled. Titiri is a very High Priority structural setting at the intersection of several major crustal-scale faults, along which multiple deposits occur.  There is a MOU in place with local communities, and they’d like to get on the ground for exploration in mid-2026.

 

 

If you have any questions for Tim regarding BP Silver, then please email those into me at [email protected].

 

Click here to follow the latest news from BP Silver Corp

 

 

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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 KE Report daily editorial, we are joined by Peter Boockvar, Chief Investment Officer at OnePoint BFG Wealth Partners and editor of The Boock Report on Substack. Peter shares his perspective on recent volatility across commodities, the outlook for precious metals, energy markets, and what earnings season is revealing about the broader economy.

Key themes discussed include:

Gold & Silver Volatility - A look at the parabolic move and sharp correction in precious metals, why consolidation may take time, and what could ultimately re-establish a more stable base.

Macro Risks to the Precious Metals Bull Market - Central bank policy, currency strength, geopolitical dynamics, and factors that could weaken long-term demand for gold.

Base Metals, Critical & Strategic Resources - How deglobalization, supply chain security, and resource hoarding are reshaping demand for industrial and strategic metals.

Energy Markets & Oil Outlook - Why oil remains supported despite bearish sentiment, the impact of underinvestment, and what higher prices could mean for energy equities.

Earnings Season & Equity Valuations - Insights into elevated expectations, revenue trends, margin pressures, and what current earnings reveal about economic momentum.

Sector Positioning for 2026 - Peter highlights where he sees opportunity, including energy, commodities, and select defensive sectors amid shifting market leadership.

 

Click here to follow Peter at The Boock Report - https://peterboockvar.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.

Maura Kolb, President, of Dryden Gold Corp (TSX.V: DRY) (OTCQB: DRYGF), joins me for an exclusive video update recapping the recent exploration results from early 2026, key takeaways from the prior 2025 exploration program, and the larger fully-funded 2026 work program at the 3 regional areas:  Gold Rock Camp, Sherridon, and Hyndman across their Dryden Gold District, in Northwestern Ontario, Canada.   We also review the constructive signal seen when a few key stakeholders topped their company investments in recent capital raises and through the exercising of warrants.

 

Maura provides a brief overview of the larger district-scale land page and the exploration potential at each of the 3 key regional areas of focus. 

 

We start off reviewing some the key targets drilled in last season’s 15,000 meter program along both the Big Master and Elora Gold trends at the Gold Rock Camp,  incorporating the data sets from the D1, D2, and new understanding of the D3 structural faulting trends.  Maura then highlights the prior drill results from around the Elora-Jubilee Target, Pearl Target, and Laurentian Mine Target; mostly on the hanging wall side of the main trends in multiple parallel trends.

 

On February 4, 2026 Dryden announced new drill results which tested the Pearl zone in the Gold Rock Target Area. Results show continued expansion of the mineralization at Gold Rock with the discovery of two new footwall zones parallel to the main Elora shear structure at Pearl.  This is the first significant mineralization discovered in the footwall of the Elora Shear at Pearl establishing another high-grade exploration target at Gold Rock. Further interpretation of existing data and this new drilling has revealed a second high-grade pod on the main Elora shear zone. The highlighted intercepts are near surface from 15 to 70 meters vertical depth.

 

Highlights of the recent 2026 drilling at the Pearl target: 

 

Hole DGR-032 returned 6.4 g/t gold over 3.30 meters including 15.10 g/t gold over 1.00 meters in new high-grade footwall zone at Pearl

Hole DGR-031 returned 77.90 g/t gold over 0.50 meters in a second footwall zone at Pearl

Hole DGR-032 returned 1.61 g/t gold over 16.40 meters including 6.81 g/t gold over 2.50 meters in the Elora shear at Pearl

 

 

We discuss the significance of the broader bulk tonnage mineralization that is then being upgraded by the multiple high-grade intercepts along the hanging wall and foot wall trends, and why it is encouraging to keep seeing both types of mineralization for the overall continuity of the deposit.

 

Next we reviewed the results released on January 20th from the next 3 holes drilled at Sherridon regional area; which compliment the data collected from the first 3 drill holes put in later last year. This included a broad interval of near surface gold mineralization in hole DSH-004 which returned 1.10 g/t gold over 15.50 metres, including 0.50 metres grading 25.20 g/t gold. Testing to date has focused on only a small portion of the 5km trend, leaving the Sherridon area open in all directions. Additional drill targets for this year will be designed based on analyzing results from the first 6 drill holes in tandem with geological interpretations from soil sample geochemistry, mapping, surveys, and re-logging of historic core.

 

Then we shifted over the Hyndman area, as a 3rd area of focus for this year’s program. Maura outlines that the first 6 holes were just drilled, following up on the detailed mapping from 2024, overlaid with the data from the 2025 channel sampling program along existing outcrop exposures.  Maura outlines where these first 6 drill holes were just completed at Hyndman on the map, and that assays are anticipated to be returned back from the lab in about a month.

 

We wrap things up with outlining the strength of the management team and board of directors, as well as the very strong list of high profile shareholders like Eric Sprott, Rob McEwen, Bob Quartermain, a number of key funds and institutions, and their 2 key strategic shareholders in Centerra Gold and Alamos Gold.  The company is fully funded for the 32,000 meter drill program and regional exploration initiatives for the balance of 2026. *

 

 

If you have any questions for Maura regarding Dryden Gold, then please email them into us at [email protected] or [email protected].

 

 

In full disclosure, Shad is a shareholder of Dryden Gold 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 Dryden Gold

 

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, we are joined by Craig Hemke, Founder and Editor of the TF Metals Report, to dissect one of the most volatile periods in recent precious metals history. Following a series of dramatic price swings, Craig shares his perspective on the structural "washout" in the paper markets and why the current setup may be a strong signal that a sustainable bottom is in place.

Key discussion points:

COT Report Insights: Craig analyzes the massive liquidations shown in the Commitment of Traders (COT) survey, noting that open interest across Comex Gold has fallen to its lowest levels since late 2018.

Physical vs. Derivative Markets: A look at the growing tug-of-war between strong physical buying in Shanghai and London versus the aggressive derivative trading and "bot" activity on the New York Comex.

Mining Stock Leverage: Why producers like Barrick Gold (GOLD) continue to see a valuation gap despite record-breaking revenue growth and significantly higher average selling prices compared to previous quarters.

Macro Drivers: Evaluation of the "Trump-Warsh" trade, currency debasement, and how sideways movement in metals can actually be a bullish catalyst for retail interest in the mining sector.

 

Click here to visit Craig’s website - TF Metals Report - https://www.tfmetalsreport.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 company update, we welcome back Greg McKenzie, President and CEO of Silver Storm Mining Ltd. (TSXV: SVRS | OTCQX: SVRSF | FSE: SVR). Following our initial introduction in December, Greg returns to discuss the significant operational milestones achieved as the Company nears the anticipated Q2 2026 restart of the La Parrilla Silver Mine Complex in Durango, Mexico. We also dive into the Company’s parallel exploration strategy, highlighted by a 6,000-meter underground drilling program aimed at expanding the resource base at key mine areas.

Key Discussion Points:

Mine Restart Progress and Timeline: The rehabilitation of the La Parrilla plant remains on schedule and on budget for a potential restart in the second quarter of 2026.

Capacity Expansion and Technical Upgrades: Silver Storm has commenced the expansion of the sulphide flotation circuit to 1,250 tonnes per day (tpd), with all eight new flotation cells now delivered to the site.

Active Drilling and Resource Growth: A 6,000-meter underground drilling campaign is underway at the Quebradillas, San Marcos, and Rosarios mines to increase indicated and inferred resources ahead of production.

Production Targets and Financial Outlook: The Company is targeting an eventual run rate of 3 million silver equivalent ounces per year, backed by a cash position of approximately $31 million CAD.

 

Click here to listen to the introduction interview with Greg. 

Click here to visit the Silver Storm Mining website to learn more about the Company

 

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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.