The KE Report

In this Company Update, I am joined by Bob Archer, President and CEO of Pinnacle Silver & Gold (TSX.V: PINN | OTCQX: PSGCF). Following an exploration update at the El Potrero Project, Bob explains the discovery of high-grade polymetallic mineralization.

Key Discussion Points:

LiDAR-Driven Discovery: Bob explains how high-resolution LiDAR surveys identified historical artisanal workings, leading the team to the silver-lead-zinc discovery.

The Topia Connection: The interview explores the geological similarities between this new find and the nearby Topia Mine, suggesting the potential for an extensive mineralized system.

Production Fast-Track: While exploration expands, the company remains focused on fast-tracking toward gold-silver production, with underground preparations and metallurgical testing currently underway.

Operational Milestones: Bob provides insights into the fully funded underground drilling program and the upcoming feasibility studies for power line extensions and plant optimization.

 

Please email me with any follow up questions you have for Bob - [email protected].

Click here to visit the Pinnacle Silver and Gold website to learn more about the company and read over the recent news 

 

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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 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 Dave Erfle, the founder and editor of Junior Miner Junkie, to break down the current state of the precious metals sector. Despite a recent pullback, Dave provides a technical and fundamental perspective on why the current market action is a "positive correction" rather than a breakdown.

The discussion covers the macro environment influencing gold and silver, the looming pressure on the Federal Reserve, and why certain junior mining stocks remain incredible value plays even as energy costs rise.

Key Discussion Points:

Gold and Silver Technicals: Dave analyzes the consolidation patterns for gold at the $5,000 level and silver at $80, noting that the current symmetrical triangle formation suggests a strong base is being built for the next leg up.

The Federal Reserve’s Dilemma: An exploration of the "stagflation trap" where the Fed must choose between cutting rates to support slowing GDP or holding rates to fight geopolitical-driven inflation that they cannot control.

Mining Equity Divergence: Insight into why the GDX and GDXJ have pulled back despite high metal prices and why this disconnect offers a "gentleman’s entry" for investors who missed the initial bull run.

Junior vs. Producer Risks: A look at how rising energy prices act as a headwind for large open-pit producers like Newmont (NEM), shifting the tactical advantage toward early-stage developers with high-margin projects.

 

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

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.  He is adding to energy, fertilizer, and chemical stocks on the back of rising oil prices, trimming back some gold and silver stock gains, and holding steady with select critical minerals stocks that may benefit from future government funds and policy initiatives.

 

We start off in a general discussion on what the higher oil prices may mean for inflation trends, fiscal and monetary policy, and trade amongst nations.  Dialing into the energy stocks, Sean is avoiding some international oil service companies that may be impacted negatively by the Strait of Hormuz being closed.  Conversely, Sean is adding to quality North and South American energy companies like Petrobas (PBR) and Cenovus Energy (CVE), and through the State Street SPDR S&P Oil & Gas Exploration & Production ETF (XOP), that are benefiting from increased revenues and growth due to the higher oil prices.

 

With regards to the fertilizer and chemical companies, Sean likes names like CF Industries Holdings (CF), Nutrien Ltd (NTR), and The Mosaic Company (MOS), due to their competitive ability to utilize cheap North American natural gas and processing to export fertilizer and chemicals overseas to areas that have higher nat gas prices and are affected by constrained supply of key ingredients with the Strait of Hormuz chokepoint still in effect.

 

Sean remains bullish for medium-term and longer-term in the precious metals, because all the broader fundamental macroeconomic and geopolitical factors are still in place and haven’t changed.   

Despite that outlook, in the short-term, he has been trimming back gains in a few silver and gold stocks, like Avino Silver and Gold (ASM), to raise funds for deploying into other sectors.

He reiterated the point that this is not ‘panic-selling,’ or giving up on the precious metals thesis; but rather, strategically taking gains for swing trades in other areas of the market.

However, after the wild price volatility in both directions for gold and silver in January and early February, he believes that we are likely now going to trend sideways in a price range for the near-term; basing for a while before the next move to the upside.

 

 

With regards to critical minerals, Sean remains quite interested in the metals of strategic importance to defense for the US and the world at large, like rare earths, antimony, and tungsten.

He highlighted United States Antimony (NYSE American: UAMY) which has the US government as a partner as the kind of company that he’s been holding in his portfolio.

Sean highlights the US Pentagon and Defense Department is allocating $200 Billion to invest in mineral development and processing for national defense, and highlights that domestic critical minerals stocks in rare earths, antimony, and tungsten have a higher likelihood of benefitting from these initiatives.

 

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.

Terry Lynch, CEO of Power Metallic Mines (TSX.V: PNPN) (OTCBB: PNPNF) (Frankfurt: IVV), joins me for a comprehensive exploration update catching up on multiple news releases from their fully funded 100,000-meter drill program at the polymetallic NISK Project in Quebec.  We discuss recent drill results at the Lion Zone, pending results still at the assay lab, but also review 4 key regional exploration targets of interest for 2026 drilling.  Additionally we touch upon the successful metallurgical testing recovery results, and other value drivers in Chilean Metals spin-out, and upcoming work at the Jabal Baudan Exploration License in Saudi Arabia.

 

Infill and expansion drilling has continued to define the high-grade Lion Zone in preparation for a 2026 Mineral Resource Estimate (MRE). The infill drilling on the Lion zone has shown that the interpreted zone geometry has high repeatability raising the confidence level for future mineral resource estimates to an Indicated Resource classification. Internally the Lion Zone drilling continues to surprise with very high-grade holes.

 

Hole PML-26-049, the first hole of the 2026 winter drill campaign, was drilled to support the modelled interpretation of the Lion zone near surface. It resulted in the best copper intersection to date on the Lion Zone, intersecting massive to brecciated Cu sulphides over 16.55m @ 10.08% Cu (15.11% CuEqRec1). This hole greatly expands the zone near surface that may be amenable to early open pit extraction in a possible future mining operation.

 

The exploration team has an ongoing six-rig drill program focused on expanding the mineralized around the Lion Zone and at depth testing the potential “Elephant Zone,” and also at Lion West, at the Tiger Deep Zone.  Additionally, new polymetallic targets are being refined from surveys at the Hydro Fold-Hinge Zone, there will be more step-out drilling focused on to connecting more of the 5.5km corridor and “Gap Area” between Lion and NISK Main. 

 

There are still about 20,000+ meters of core being processed at the lab, and continued drilling that will keep going through April that should see a steady string of drill results coming back in over the next few months.

All the drilling data from the end of last year and this year will be added to prior results into a new resource update and then PEA later in the year.

Then 30,000+ additional meters that will be drilled throughout 2026, starting up again in the summer.

 

On January 19, 2026, Power Metallic Mines provided preliminary metallurgical results performed by SGS Canada Ltd at its laboratories based in Quebec City, QC, and Lakefield, ON, from representative samples of Lion zone mineralization sent over back in October 2025. An initial Lock Cycle Test within coarse grained chalcopyrite and cubanite returned a sulphide concentrate grading 25.8% Copper containing very high metal recoveries of Copper (98.9%), Palladium (93.9%), Platinum (96.8%), Gold (85.0%) and Silver (88.9%), exceeding Power Metallics most optimistic estimates for recovery prior to this test work. 

 

On Feb. 19, 2026, Chilean Metals Inc (TSX.V: CMCG) commenced trading. Chilean Metals was created through a spin-out from Power Metallic Mines Inc. (TSXV: PNPN) (OTCBB: PNPNF) (Frankfurt: IVV1) in February 2025, At time of spin-out ownership was 50% Power Metallic and 50% the Power Metallic shareholders of record January 31 2025. The new Company was created with a focused exploration mandate and a project portfolio spanning two of the most geologically fertile mining belts in the Americas.

 

We also touched upon upcoming exploration at their 100% controlled Jabal Baudan Exploration License in Saudi Arabia: Power Metallic announced on June 16th that it was awarded the exploration license for the Jabal Baudan project in Saudi Arabia’s Jabal Sayid Mineralized Belt. This historic milestone positions Power Metallic as one of the few foreign companies with mining concessions in the Kingdom of Saudi Arabia, having secured a successful bid in this prestigious licensing process.

 

If you have any questions for Terry regarding Power Metallic Mines, then please email them into me at [email protected].

 

* In full disclosure, Shad is a shareholder of Power Metallic Mines 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 Power Metallic Mines

 

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 Company Introduction on the KE Report, we sit down with Joe van den Elsen, President and CEO of Andina Copper (TSX.V:ANDC - OTCQX:ANDC), to discuss the company’s exploration efforts across South America. Andina Copper has copper exploration projects in Argentina, Colombia and Chile - with drilling on two this year.  

Key Discussion Points:

Strategic Portfolio Management: Joe explains the rationale behind building a portfolio of porphyry discoveries in Argentina, Colombia, and Chile to mitigate jurisdictional risk and ensure a consistent flow of news throughout the year.

The Piuquenes Project (Argentina): We dive into the high-grade copper-gold potential of this flagship asset located near world-class deposits like El Pachón and Altar, highlighting recent drilling success and the project's shallow nature.

Advancing Cabrasco (Colombia): Joe details the acquisition of this district-scale copper-molybdenum porphyry system, the logistics of operating in the Chocó belt, and the company's commitment to year-round drilling.

The Mantau Project (Chile): A look at the pipeline opportunity in the Antofagasta region, situated adjacent to significant recent discoveries, and how it fits into the company’s seasonal exploration rotation.

Capital Position and Team Expertise: An overview of the company’s recent $27.5 million financing and the technical team driving these projects forward.

 

If you have any questions for Joe and his team you can email us at 

Click here to visit the Andina Copper website - https://www.andinacopper.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.