The KE Report

In this Company Update, I chat with Mike Burke, Director and Vice President of Corporate Development at Sitka Gold Corp. (TSXV: SIG | OTCQB: SITKF | FSE: 1RF). Mike recaps the August 10th drill results from the RC Gold Project's Blackjack deposit, highlighting broad high-grade gold intercepts, potential underground resources, and the active exploration across multiple target zones.

Key Discussion Points:

Breakdown of Drill Hole 132: Mike details the key intercept, including 218.6 metres of 1.25 g/t gold, and a deeper higher-grade interval, including 44.4 metres of 3.86 g/t gold.

Underground Resource Potential: Insight into how deeper, higher-grade mineralization outside the current resource area could pave the way for a future underground resource estimate.

Geological Significance of Hole 129: Exploring the extension of mineralization toward the Saddle zone and how this data helps connect distinct deposit areas while reducing overall waste ratios.

Scale of Active Drill Program: An overview of operations across Blackjack, Saddle, Eiger, and Rhosgobel, plus details on the newly mobilized 7th drill rig and upcoming news flow.

 

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/

 

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.

Mark Cruise, Executive Chairman of BP Silver Corp. (TSX.V: BPAG) (OTCQB: BPSCF), joins me for a big picture overview of the value proposition in the Company, why he joined the board and believes in the team, why he is bullish on discoveries being made in Bolivia as an emerging jurisdiction, the potential he sees across multiple targets at the Cosuño Silver Project, and then we dive into an updated exploration strategy for 2026.

 

The 2,000-meter Phase 2 drill program is well underway at Cosuño, and is just the first part of a broader ~8,000 m diamond drilling campaign anticipated for 2026.

 

The Phase 2 drill program is designed to test the broader scale potential of the Cosuño lithocap-hosted hydrothermal system and build on the positive results of the Company’s Phase 1 drill program; and will comprise approximately 20 to 24 diamond drill holes. The first drill hole is currently following up on high-grade silver mineralization intersected at the Pocañita Chica target, where discovery drilling returned 5 m grading 600.40 g/t silver, including 1 m grading 1,655 g/t silver.

 

We then discuss the series of other exploration workstreams that will be commencing over the next couple months, such as: the MAG Survey, IP Survey, more mapping and sampling. Together, these datasets are expected to improve significantly the Company’s understanding of the geometry, continuity, scale, and tenor of the vein and breccia systems across Cosuño.

 

Once this new data gets incorporated into the geological model, then it will lead into prioritizing the targets for the 6,000-meter Phase 3 drill program later this year. Tim also highlighted that Pocañita Grande will be getting its maiden drilling during the Phase 3 program, now that they have been developing roads and site access to this important target.

 

Click here to follow the latest news from BP Silver Corp

 

 

 

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 KE Report Company Update, David Stein, President and CEO of Kuya Silver  (CSE: KUYA | OTCQB: KUYAF | Frankfurt: 6MR1), joins me to discuss the operational progress at the Bethania Silver Mine in Peru and recent sampling results from the Silver Kings Property in Ontario, Canada.

Key Discussion Points:

Record Q2 Operations: A recap of the strong production milestones achieved in the second quarter, including a major uptick in June output, and how this momentum shapes the broader ramp-up strategy.

Grade Trends & Mill Recoveries: Insight into the silver equivalent grade variations experienced during early-stage stope mining, metallurgical performance, and expectations as underground infrastructure expands.

Path to 350 Tonnes Per Day: Updates on contractor onboarding, subterranean development timelines, and the operational steps required to hit phase-one processing capacity.

Financial Position & Cash Flow: A look into the company's fiscal health, low burn rate, and how revenue generation supports ongoing growth ahead of the formal Q2 financial release.

Silver Kings Above-Ground Material: Key findings from recent surface sampling of tailings and historical stockpiles, highlighting the potential for near-term, low-cost value creation from silver and cobalt.

 

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

Click here to visit the Kuya Silver website – https://kuyasilver.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.

Sean Brodrick, Editor of Wealth Megatrends, Supercycle Investor, Resource Trader, and contributing analyst to Weiss Ratings Daily, joins us to discuss his investing outlook across multiple resource and general equity sectors in the current macroeconomic and geopolitical environment. He shares how he is managing his portfolio as it relates to gold, silver, PM stocks, copper and copper stocks, critical minerals stocks, space stocks, and defense stocks.

 

The conversation kicks off around the strong recovery move higher in the precious metals sector, breaking up through overhead resistance and changing the tone and sentiment in the sector.  

Sean shares his outlook on what fundamentals are driving gold, silver, and the PM stocks up so suddenly.

He is cautious that short-term economic data could trigger a retracement back lower, but also shares the reasons why he believes this move in the precious metals complex could have legs for the some time.

He has been constructive on the upcoming Q2 earnings which has paid off over the last couple weeks, where producer margins, revenues, and free cash flows were still very robust.

Sean is still mostly animated by revenue-generating gold and silver producers, and cautions investors to be weary of the temptation of many pre-revenue juniors to use this bounce to raise money, diluting current shareholders as they issue more shares.

 

Next we dove into the incredible technical strength this year in copper as an energy metals, but contrasted that against the more tame response overall by the copper stocks.

Sean provided some compelling stats for copper demand across many sectors, and contrasted that against the supply deficit from copper miners as an opportunity for investors to pay close attention to.

 

With regards to the critical minerals stocks, we have seen a solid bounce over the last couple weeks, in tandem with the other metals, pondering if this is all part of a huge metals melt-up move.

Sean points out the geopolitical factors and supply chain constraints that are underpinning the continued interest and attractive fundamental backdrop across a range of critical minerals.

We also discuss the significance of the US government continuing to directly support the development of key critical minerals projects and domestic processing.

 

Wrapping up, we touch upon the blast up higher in broad US equities markets from last week and into early this week. 

While there are many areas of the markets doing well and providing opportunity, Sean has remained more animated by the recent rebound in the space economy stocks, as well as the traditional and next generation defense stocks.

 

 

Click here to follow along with Sean’s work at Weiss Ratings Daily and Wealth Megatrends

.

Click here to learn more about Resource Trader

 

  

 

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 today’s Daily Editorial, we welcome back Dave Erfle, founder and editor of The Junior Miner Junky, to analyze the recent dramatic surge in precious metals and mining stocks.

Mining Stocks Outperform Metals: Dave Breaks down the explosive 20%+ moves in precious metals ETFs ($GDX, $GDXJ,$SIL) and explains why mining equities are leveraging gold and silver’s underlying price movement.

Technical Breakouts & Key Resistance: Discover the chart patterns driving this rally, including bullish falling wedge breakouts, critical 18-week moving averages, and the significance of technical daily gaps.

Macro Drivers & Inflation Outlook: Hear how weak employment data, lingering inflation, and stagflationary risks are setting up a favorable long-term environment for gold and silver.

Disciplined Buying Strategies: Learn practical portfolio management advice on buying in tranches, avoiding FOMO, and capitalizing on market volatility without chasing overextended rallies.

 

Click here to visit the Junior Miner Junky website to learn more about Dave’s investment letter - https://www.juniorminerjunky.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.