The KE Report

In this Company Update, Tara Christie, President and CEO of Banyan Gold (TSXV: BYN / OTCQB: BYAGF), joins the show to discuss the latest exploration and development milestones across the company's Yukon gold properties. Tara breaks down recent high-grade drill results at AurMac, the commencement of the regional drilling program at Nitra, and how the newly filed technical report sets a strong foundation for the upcoming Preliminary Economic Assessment (PEA).

Key discussion points include:

AurMac Project Drill Results: Insights into the recent high-grade intercepts from the Powerline deposit, including standout numbers over 5.5 g/t gold, and what these results mean for expanding the known high-grade core.

Nitro Project Exploration: An update on the newly initiated 7,500-meter diamond drilling program targeting regional targets to unlock district-scale potential.

Predictive Geological Modeling: How Banyan’s refined lithological model is successfully predicting higher-grade zones and bringing increased credibility to the resource.

Upcoming PEA and Valuation: A look ahead at the upcoming PEA catalysts in the second half of the year and the company's current valuation relative to its peers.

 

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

 

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.

In this Company Update, I sit down with Mike Burke, Director and Vice President of Corporate Development at Sitka Gold Corp. (TSX.V: SIG | OTCQB: SITKF | FSE: 1RF), to break down the latest high-grade drill results from the Blackjack deposit at their flagship RC Gold Project in the Yukon.

Mike discusses the strategic balance between infill and expansion drilling, explains how structural controls are guiding their deep exploration, and compares their current asset scale to Tier-1 gold systems in the region.

Key Discussion Points:

Recent High-Grade Drill Results: A look into the high-grade intercepts from the June 23rd release and what these mean for the asset.

Infill vs. Expansion Drilling: How the company is prioritizing shallow, near-surface ounces while simultaneously testing the boundaries of the deposit.

Deep Mining Trade-Off Studies: The ultimate goals for their deep drilling program and how it will shape future open-pit versus underground development decisions.

Understanding Visible Gold: The real-time exploration value of frequent visible gold observations in the core and its correlation with higher-grade pockets.

Corporate Scale and Target Size: Comparing Sitka's growing resource base to multi-million-ounce intrusion-related gold systems like Fort Knox and Eagle.

 

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.

In this Sunday special edition of The KE Report, I sat down with Marc Chandler, Chief Market Strategist at Bannockburn Capital Markets and Editor of the Marc to Market website, to unpack a whirlwind week for global macroeconomics, geopolitics effects on the oil sector, central bank policy and how that factors into interest rates and currencies, and international markets.

 

Key Discussion Points:

Strait of Hormuz Geopolitics and The Oil Price Response: We discuss the significant drop in crude oil prices over the last couple of weeks as a market response to the MOU signed between the US and Iran, but counterbalance the conversation with the renewed tensions to end the week and heading into the weekend.

Inflation Expectations and Fed Policy: Two weeks after Fed Chair Warsh’s debut meeting, the market is pricing in a hawkish trajectory for the end of the year, which is affecting the short-end of the yield curve, while the longer-dated treasury yields are flattening. Mark weighs in on the key takeaways in the trends.

The Surging US Dollar Index: Why the dollar is breaking out of its year-long range, achieving new highs against the Japanese Yen and Canadian Dollar, and defying widespread expectations of a decline.

MAG-7 Leadership Rolls Over: We’ve seen many of the megacap tech stocks rolling over the last couple of weeks, and dissect whether this is healthy rotation into other sectors, or a more worrisome sign.

SpaceX IPO Fallout For The Space Stocks:  We review the potential frothy market sentiment read of high profile IPOs like SpaceX and Anthropic, and what this means for the space sector valuations dropping most of this year. Mark points out that the increased issuance of shares overall in the market data means that the same money is chasing even more paper, and causing selling in some sectors to rotate into the new trending stories.

International Market Movers:  We discuss interest rates, currencies, and stock markets abroad from Europe to Asia, and the trends and moves by specific countries that have Marc’s attention.

 

Click here to visit Marc’s site – Marc To Market – https://www.marctomarket.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. 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.

As mega-cap tech giants experience sharp rotations and growing pains over artificial intelligence expenditures, savvy investors are looking toward the broader macro picture for stability and alpha. In this KE Report Weekend Edition Rick Bensignor and Josef Schachter break down the underlying forces shifting today's markets, tracing the path from volatile tech stocks and cooling precious metals to the quiet accumulation phase developing within the global energy sector. 

 

Segment 1 & 2 - Rick Bensignor, the President of Bensignor Investment Strategies and founder of the In The Know Trader website. Rick discusses the current broad-based market pullback, emphasizing that while the tech sector has driven recent momentum, massive rotation and specific stock movements are creating complex dynamics. He also shares thoughts on the precious metals pullback and copper market. 

Click here to visit the In The Know Trader website - https://intheknowtrader.com/

 

Segment 3 & 4 - Josef Schachter, founder and editor of the Schachter Energy Report and the Eye on Energy newsletter (on Substack), discusses the current sharp decline in oil prices and previews key indicators like the bullish percentage index to identify potential buying windows for energy stocks. Josef also lays out his long-term bullish thesis for commodities and outlines top natural gas and oil stock picks that are approaching bargain levels. 

Click here to learn more about The Schachter Energy Report - https://schachterenergyreport.ca/

Click here to follow Josef on Substack at his Eye One Energy Report. - https://josefschachter.substack.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.

Dana Lyons, fund manager and editor of the Lyons Share Pro website, joins me for an in-depth discussion around a number of market sectors and provides his technical insights and trading strategies around general US equity markets, some specific sector ETFS, and then commodities and resources stocks as it relates to oil, gold, silver, copper, rare earths, lithium, bitcoin, international markets, and emerging markets.

 

He makes the point that many sectors are working, even as mega-cap tech leadership has been rolling over. We discuss portfolio trading strategies, monitoring relative strength, where to sell the rips, and where to buy the dips.

 

Sectors and ETFs specifically addressed in this conversation:

 

(RSP) Invesco S&P 500 Equal Weight ETF

(RZG) Invesco S&P SmallCap 600 Pure Growth ETF

(RFG) Invesco S&P MidCap 400 Pure Growth ETF

(FBT) First Trust NYSE Arca Biotech ETF 

(FXH) First Trust Health Care AlphaDEX ETF

(JETS) US Global Jets ETF

(XLE) State Street Energy Select SPDR ETF

(OIH) VanEck Oil Services ETF

(GLD) SPDR Gold Shares

(GDX) VanEck Gold Miners ETF

(SLV) iShares Silver Trust

(CPER) United States Copper Index

(COPJ) Sprott Junior Copper Miners ETF

(COPX) Global X Copper Miners ETF

(REMX) VanEck Rare Earth/Strategic Metals ETF

(LIT) Global X Lithium & Battery Tech ETF

(BTC/USD) Bitcoin

(EWY) iShares MSCI South Korea ETF

(EWT) iShares MSCI Taiwan ETF

(EEM) iShares MSCI Emerging Markets ETF

(IEMG) iShares Core MSCI Emerging Markets ETF

 

 

Click here to visit the Lyons Share Pro website and learn more about Dana’s investment services – https://lyonssharepro.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. 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.