The KE Report

In this Company Update, Cory chats with Mike Burke, Director and Vice President of Corporate Development at Sitka Gold Corp. (TSX-V: SIG | OTCQB: SITKF | FSE: 1RF). Mike breaks down the latest assay results from eight diamond drill holes at the RC Gold Project in Yukon, focusing on newly tested exploration targets, the Contact Zone and Bear Paw Breccia. He discusses the significance of these near-surface gold intersections, comparisons to established deposit areas, and the project’s development pathway as pending assays continue to roll in.

New Target Exploration: An overview of the initial eight drill holes testing the Contact Zone and Bear Paw Breccia targets.

High-Grade Near-Surface Intercepts: Drill highlights featuring broad mineralized zones alongside high-grade intervals, including 53.1 g/t Au over 1.2 metres within the Contact Zone.

Footprint and Scale Potential: The physical footprint and geologic structure of these new discovery zones situated within the Clear Creek Intrusive Complex.

Resource Growth Strategy: How these newly drilled zones compare to the core multi-million-ounce deposit areas and what they mean for the upcoming mineral resource update.

Program Momentum and Upcoming Catalysts: Progress on the remaining drill program, with approximately 27,000 metres across 82 holes still awaiting assay results.

 

If you have any follow up questions for the team at Sitka Gold please email me at Fleck@kereport.com. 

 

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: 

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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 are joined by Howard Klein, Founder and Partner at RK Equity, and Matt Fernley, Partner at RK Equity, who also co-host the Rock Stock Channel. They delve into the sharp sell-off across the critical minerals space, comparing near-term cyclical turbulence to long-term secular demand fundamentals.

The Market Disconnect: Why spot prices and equity valuations have severed ties with strong underlying physical market realities.

Contrasting Commodity Risk Profiles: Where secular upside is emerging in select energy transition metals versus why near-term macroeconomic risks could spark downside in copper.

Macro Volatility and Liquidity Competition: How geopolitical events, interest rate shifts, and the AI capital expenditure race are vacuuming capital out of natural resources.

Post-Election Washington and Bipartisan Policy: What recent shifts in Congress mean for permitting reform, trade policy, and domestic supply chain security.

Timing the Turnaround: The critical indicators investors must monitor to distinguish between a genuine market bottom and a falling knife.

 

Click the following links to keep up to speed with Howard and Matt: 

RK Equity website - https://rkequity.com/ 

Rock Stock YouTube channel - https://www.youtube.com/watch?v=UchoS9EZvak 

Howard Klein on X @LithiumIonBull - https://x.com/LithiumIonBull

Matt Fernley on X  @matt_fernley - https://x.com/matt_fernley 

 

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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.

Nick Hodge, Co-Owner of Digest Publishing and editor of Foundational Profits and Underground Alpha, joins us for our monthly longer-format discussion on macroeconomic factors moving the markets, his key takeaways from the New Orleans Investment Conference, and his outlook and portfolio management strategies in select gold, silver, copper, and uranium stocks.

 

We start off reviewing the investing themes that had his attention after attending last week’s New Orleans Investment Conference.

 

Nick addresses the encouraging trend of meeting new generalist entrants into the resource sector and seeing outside capital rotating into the sector

We review the typical talking points from the conference of US dollar debasement, sovereign debt, Fed policy, bonds and interest rates, along with the impact of US mid-term elections and weakness in the AI trade

Investor sentiment and pricing trends have remained bearish, which he sees creating opportunities to accumulate during this tax-loss selling season.

He remains more short-term bearish than bullish on many metals due to the background noise from macroeconomics and geopolitics, but reiterates that he is far more bullish for 2027 in gold, silver, and uranium.

With regards to his focus on private placements in junior resource companies Nick remains more focused on solid management teams and execution of their key workstreams, versus worrying about every price adjustment in their underlying commodity.

 

Next we pivoted to his fundamental and technical outlook in key metals for 2027:

 

He had warned that we could see gold break below $4,000 again and head down to test $3,900, which we just saw play out over the last week.

He had warned that we could see silver down below $55 again, in a washout move, before moving back higher again; which we also saw play out over the last couple weeks.

Nick outlines that he expects to see the recent Q3 GDP print of 3.4% as the high-water mark for growth, and that inflation is close to peaking when considering year-over-year rates of change.   As growth and inflation peak and start rolling over in 2027, he anticipates the Fed will shift from hawkish to dovish, which may bring in the bottom and next upleg in gold, silver, and the precious metals stocks.

At the last NOIC at this time last year Nick had picked copper as the contrarian play for 2026, and it has had an undeniably great year.  Having said that, Nick remains bullish on copper longer-term, but expects more potential short-term weakness tied to macro factors like a potential popping of the AI bubbl, and expects it to be stuck in sideways range trading in the $6s for the medium-term. 

Nick is most constructive on uranium equities heading into 2027, as there is a “head-scratching” disconnect between the solid fundamentals for traditional nuclear power and where the uranium stocks are trading.  Power utilities have started signing term contract at ~$100, and the spot price has been advancing to the high $80s - $90, and yet the uranium stocks have been essentially chopped in half during the course of this year.

 

 

Click here to follow Nick’s analysis and full suite of offerings at Digest Publishing

 

 

For more market commentary & interview summaries, subscribe to our Substack reports:

 

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, Cory and Shad chat with market veteran Joel Elconin, Co-Host of the PreMarket Prep Show and Founder of the Stock Trader Network. Following a sharp post-election reversal that sent major indices tumbling, Joel breaks down whether the long-standing "buy the dip" strategy is officially broken and if investors must prepare for a deeper, multi-month retracement.

Key Discussion Points:

The Brutal Market Reversal: An analysis of what triggered the sharp single-day selloff across major indices right after election day.

The AI and Infrastructure Unwind: A look into why leaders of the multi-year AI trade and key infrastructure plays are facing severe selling pressure.

Unsustainable Margins and Local Pushback: Exploring margin compression across semiconductor giants and how local ballot measures on data center buildouts are altering the tech landscape.

Rotation vs. Evaporation: Why defensive sectors and safe havens failed to hold gains as broad selling took over the entire tape.

Fed Policy and Rate Realities: Assessing the likelihood of upcoming interest rate moves and whether rate cuts remain off the table.

Earnings Season Strategy Shift: Why the playbook is shifting from buying pullbacks to selling rips into corporate reports.

Critical Technical Support Levels: Fibonacci retracement targets on the S&P 500 and what price action must do before a genuine bottom can be called.

 

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 Company Update, we sit down with Dan Rodriguez, Co-Founder and CEO of Mercado Minerals Ltd. (CSE: MERC | OTCQB: MRMNF), to review exploration progress across the company's silver and gold portfolio in Mexico. Dan details the completed Phase 1 drill campaign at the flagship Copalito Project, outlines plans for a Phase 2 program, and highlights the newly mobilized maiden drill program at the high-grade Zamora Project.

Key discussion points include:

Copalito Phase 1 Drill Recap: A look into how the 3,000-meter inaugural program expanded cumulative vein strike from 8 km to 11 km, delivered multiple high-grade intercepts, and confirmed wide-vein minable continuity.

Phase 2 Expansion Priorities: An overview of high-conviction targets slated for upcoming drilling, including strike and depth step-outs along El Pilar and El Agua, as well as the newly discovered Renata vein.

Maiden Drilling Underway at Zamora: Key drivers behind the 1,500-meter campaign targeting shallow, high-grade silver and gold veins with historic underground sampling grading into multi-kilo silver.

District Comparables and Infrastructure: How regional peers such as Torex Gold's Los Reyes and Americas Gold and Silver's Cosalá validate the geologic potential and infrastructure advantages of the area.

Treasury and News Flow Outlook: The company’s current working capital position and anticipated catalysts as assay results begin returning from the field.

 

If you have any follow up questions for Dan please email me at Fleck@kereport.com. 

 

Click here to visit the Mercado Minerals website to learn more about the company. 

 

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

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.