The KE Report

Sean Brodrick, Editor of Wealth Megatrends, Supercycle Investor, Resource Trader, and contributing analyst to Weiss Ratings Daily, joins us to review how he is trading these volatile markets on the back of Middle East geopolitics, and where a few trends have reversed this first full week of May. We’ve witnessed oil and critical minerals turn down the middle to end of this week after running hard the last couple months. Conversely, we’ve seen a positive upswing in gold, silver, copper prices, and their related mining stocks; after having been under pressure the last couple months.

 

With regards to the critical minerals stocks, he narrows down this wide range of minerals to a focus on finding exposure to the rare earths used in high-strength permanent magnets like Neodymium and Praseodymium, and the heavy rare earths used in defense and thermal resistance like dysprosium and advanced technology and energy efficiency like terbium. We also discussed the big runs over the last year in defense metals like antimony and tungsten, and the uptick we’ve seen in lithium prices.

 

In particular, Sean is curious what will happen to the Chinese export controls on rare earther that were eased last November for a year, that are set to expire this November. We review how that is leverage that China may use once again, that could factor into future global trade policies. 

He noted that most nations do recognize they need to break their dependence with China on a number of these critical minerals, as it relates to both mining and their processing and refining.

Some select resource and processing companies will still benefit from future government funds and policy initiatives like pricing floors in some critical minerals to support these their development industry, infrastructure, and defense.

He views moments like these, where the critical minerals are finally pulling back a bit, as opportunities where investors that missed a stock on the way up, now get another opportunity to accumulate into these pullbacks.

 

Sean is encouraged by the move back higher in the precious metals sector this week and remains bullish on gold and silver for the medium-term to longer-term, because all the broader fundamental macroeconomic challenges and geopolitical factors are still in place and haven’t really been solved.

He outlines that some of the selling pressure in gold the last couple months has been from central banks in the Middle East that have had their oil exports hampered, and thus have been selling gold to counter losses in energy revenues. That selling pressure in gold will subside when and if a resolution is reached with regards to the Strait of Hormuz.

We also discuss some of the recent pops in gold and silver producers as they have reported solid Q1 earnings, and yet the irony of them trading below where they were previously at lower margins and earnings.

We debate whether strong economic numbers in the gold and silver stocks will bring in more generalists, and how many investors outside of resource focused investors are actually tuned into the financial strength of the PM producers, much less actually hold some of these stocks in their portfolios.

 

We wrap up discussing the ever-shifting narratives on the Middle East war, and the longer-term implications for oil prices.

Sean believes oil prices will remain more elevated than they were averaging prior to this Middle East conflict, and doesn’t see them going back down to where they were previously.

He points to the sheer amount of infrastructure and business damage inflicted to the energy sector in the Middle East, and highlights that it will take some time and be a much longer process than the more optimistic outlook that the market is factoring in at present.

 

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

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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, and companies profiled may be sponsors of the KE Report.

Dustin Perry, Founder and CEO of Kingfisher Metals Corp. (TSXV:KFR) (OTCQB:KGFMF) (FSE:970), joins us to outline the upcoming 15,000 Metres drill program in a three-pronged approach to various copper-gold targets in the Hank-Mary district of the Hwy 37 Project, in the Golden Triangle, British Columbia.

 

Diamond Drilling – 15,000 Metres (Three-Pronged Approach)

The 2026 drilling program is fully-funded and will be supported by three diamond drills, targeting three spatially distinct regions at the Hank-Mary District:

 

Hank Porphyry Cu-Au Discovery – Expansion and Delineation

The Hank porphyry Cu-Au discovery represents a well-defined, large-scale copper-gold target supported by multiple converging lines of geological and geophysical evidence:

 

Discovery hole HW-25-011: 425 m at 0.15% Cu, 0.21 g/t Au and 2.2 g/t Ag (0.40% CuEq)¹,² is a broad and high-quality intercept affirming system scale despite intersecting flanking alteration.

Kilometre-scale geophysical anomalies: IP geophysics, magnetics, and magnetotellurics (MMT) anomalies all converging on the same broad target³.

Compelling emplacement timing: Porphyry mineralization at Hank, Williams & Mary (~190–186 Ma) overlaps in time with the nearby Mitchell deposit (~196–189 Ma)⁴  the largest undeveloped Cu-Au deposit in Canada.

 

Hank Au Targets – Bulk Tonnage Gold Targets

 

At-surface bulk-tonnage gold targets proximal to the Hank Porphyry Target offer significant opportunities for expansion with untested wide-spaced gaps (up to 500 m) between historical drill holes despite evidence of strong gold endowment in historical drilling. 

Historical results include:

55.8 m of 1.38 g/t Au (DDH84-4)

42.0 m of 2.52 g/t Au (DDH85-32)

63.0 m of 1.86 g/t Au (DDH85-45)

Several historical holes terminate in mineralization including DDH88-16 with 74 m of 0.43 g/t Au including 0.92 g/t in the last assay.

 

Structural High-Grade Au Targets

Updated LiDAR, geological interpretation, and 3D modelling are being used to identify higher-grade structural gold zones. Previous workers explored with a single NW-SE azimuth to drill holes, this created a strong bias on ore geometry. New interpretations indicate multiple and complex structural patterns would have been poorly tested by previous holes. Revised interpretations will test projections of identified structures and ore shoot concepts as well. Historical intercepts demonstrate the high-grade and structural-hosted potential of the system:

0.8 m of 133.3 g/t Au and 263.0 g/t Ag (HNK-17-008)

24.8 m of 5.6 g/t Au and 45.9 g/t Ag (HNK-17-009)

20.0 m of 11.63 g/t Au and 13.8 g/t Ag (HNK-18-010) 

 

New Discovery Drilling – Turquoise, Rainbow, & Regional Porphyry Targets

 

Beyond the Hank Porphyry Target, the Company will conduct first-pass discovery drilling at the Turquoise and Rainbow targets, along with additional regional prospects. This initiative is focused on identifying large-tonnage porphyry systems across the full breadth of the Company’s multi-district-scale land package — providing multiple opportunities for new discovery.

 

If you have questions for Dustin regarding Kingfisher Metals, then please email us at either [email protected] or [email protected].

 

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, and companies profiled may be sponsors of the KE Report.

In this Company Update, I chat with Patrick Highsmith, Chairman and Co-Founder of Firefox Gold (TSXV: FFOX | OTCQB: FFOXF | FSE: FIY), to discuss the latest assay results from the Mustajärvi Project in Finland. This interview breaks down the recently reported drill holes from the 2025 and 2026 programs, highlighting the expansion of known gold zones and the testing of new exploration targets.

Key discussion points include:

Expanding the Northeast Zone: Patrick details the significance of hole 26MJ005, which returned a high-grade intercept (11.0 metres at 4.9 g/t gold) and suggests the zone is growing into a more substantial mineralized body at depth.

Exploring the "Gap Zone": The team is now targeting the undrilled area between the East and Northeast zones.

Regional Exploration Progress: An overview of the 2025 drill holes from the West and Gabbro targets.

2026 Resource Estimate Strategy: Insights into the upcoming work program, including the potential addition of a second drill rig to accelerate the path toward a maiden mineral resource estimate later this year.

 

Any further questions for Patrick? Email me at [email protected].

 

Click here to visit the FireFox Gold website to learn more about the Company. 

https://www.firefoxgold.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 are joined by Garrett Ainsworth, President and CEO of District Metals (TSXV: DMX | OTCQB: DMXCF | Nasdaq First North: DMX). Garrett the company’s recent $10million financing and the recent announcement regarding the Geological Survey of Sweden (SGU) designating the Häggån Alum Shale Deposit as a Deposit of National Interest.

Key Discussion Points:

Strategic $10M Financing: Garrett explains the decision to raise capital now, despite a strong treasury, and how this "no-warrant" financing protects the company against market volatility.

National Interest Designations: A look at the Geological Survey of Sweden’s (SGU) proposal to designate the neighboring Häggån deposit as a "Deposit of National Interest" and what this potentially means for District’s Viken property.

Upcoming Milestones at Viken: An overview of the upcoming Preliminary Economic Assessment (PEA) and Economic Impact Study, alongside plans for summer drill programs and airborne surveys across their Alum Shale and polymetallic properties.

 

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

 

Click here to visit the District Metals website to learn more about the Company - https://www.districtmetals.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 are joined by Greg McCunn, President and CEO of Great Pacific Gold (TSX.V: GPAC | OTCQX: GPGCF), to discuss the latest exploration developments at the Wild Dog property in Papua New Guinea. Following the release of results from Hole 5, Greg provides essential context on the geological structures being uncovered and what the upcoming drill program signals for the Kavasuki area and beyond.

Key Discussion Points:

Analysis of Hole 5 Results: An exploration of the recent drill data and how the identified lower-grade halo relates to the high-grade hits seen in previous holes.

Identifying the Fault Offset: Understanding the geological fault that has shifted the mineralized structure and how the company is using Hole 6 and Hole 7 to track the high-grade core.

The Kavasuki Expansion Plan: Details on the further 900 meters of drilling designed to test the strike length and depth of the Kavasuki system.

High-Priority Regional Targets: A look ahead at upcoming work on the Morgan, Mangmut, and Magiabie veins as part of the broader Wild Dog corridor strategy.

Projected Exploration Timeline: Greg outlines the drilling schedule for the remainder of 2026, including the status of the blue-sky potential at Kasie Ridge.

 

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

 

Click here to visit the Great Pacific Gold website - https://gpacgold.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.