The KE Report

In this Company Update, I chat with Mike Spreadborough, Executive Co-Chairman, and Rohan Williams, General Manager of Exploration at Novo Resources (TSX: NVO | ASX: NVO | OTCQX: NSRPF) to discuss upcoming exploration activities at the Tibooburra Gold Project in Western Australia.

Phase 2 Drilling Campaign Overview: The guys detail a 2,700-meter reverse circulation (RC) drilling program targeting high-priority prospects to build on previous high-grade intercepts.

Clone Prospect Expansion Strategy: Insights into step-out plans designed to test down-plunge extensions and define structural controls of near-surface gold mineralization.

Pioneer South Target Potential: An inside look at initial drill plans for a 600-meter continuous trend of outcropping gold quartz reefs returning significant rock chip assays.

Earn-In Joint Venture Milestones: A breakdown of project expenditure progress, operational control transitions, and broader regional exploration initiatives.

Portfolio-Wide Exploration Roadmap: Highlights from the updated corporate presentation, including near-term catalysts, regional soil programs, and active partner-led work across Australia.

 

Please email me with any follow up questions for Mike, Rohan, and the team at Novo Resources. My email address is Fleck@kereport.com.  

 

Click here to visit the Novo Resources website to learn more about all the projects and exploration programs. 

 

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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.

Greg McKenzie, President and CEO of Silver Storm Mining (TSX.V: SVRS | OTCQB: SVRSF | FSE: SVR), joins us for an update on the La Parrilla Silver Mine in Mexico. Greg breaks down where operations currently stand following their first concentrate shipments, what the ramp-up schedule looks like heading into next year, and how their ongoing drill program fits into the broader plan.

Key Discussion Points

Operational Ramp-Up at La Parrilla: What it took to get the plant and mine back online and the timeline to hit steady-state production.

Cost Structure and Cash Flow: Expected all-in sustaining costs (AISC), projected margins, and the path toward the target 3-million-ounce per year silver-equivalent run-rate.

The 15,000-Meter Drill Strategy: Where the surface and underground rigs are focusing to replace mined ounces and test fresh targets across their land package.

Offtake and Financial Support: How the multi-year deal with Samsung and backing from major shareholders like First Majestic and Eric Sprott help backstop operations.

 

Click here to listen to the introduction interview with Greg. 

 

Click here to visit the Silver Storm Mining website to learn more about the Company

 

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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 Daily Editorial, we chat with Joel Elconin, co-host of PreMarket Prep and founder of the StockTrader Network. With market swings picking up after a busy week of economic news, Joel unpacks the aftermath of yesterday's Federal Reserve announcement, the latest moves in big tech, and how he's managing risk in his own portfolio right now.

Key Discussion Points:

Fed Decision Fallout & Rate Outlook: Joel gives his take on yesterday's Fed meeting, why Powell's comments rattled traders initially, and why he thinks rates might stay put much longer than the market expects.

Forced Selling & Deleveraging Spills: A look into the recent forced liquidations across over-leveraged hedge funds, and how institutional buyers stepped in to snag heavily discounted tech names.

Big Tech Earnings & the ETF Rebalancing Effect: Why Microsoft's earnings rebound caused unexpected collateral damage in unrelated software stocks due to rigid index weighting rules.

AI Market Expectations vs. Reality: Sorting out the spending hype around hyper-scalers, evaluating the "picks and shovels" trade, and why companies are realizing AI still can't replace core human talent.

Sector Rotations & Portfolio Strategy: Joel breaks down the move into value and defensive plays, key technical levels to watch on the S&P 500, and his rules for taking profits into market strength.

 

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/

 

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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 Daily Editorial, we sit down with TG Watkins, Director of Stocks at Simpler Trading and Editor of The Profit Pilot. TG walks us through the latest market moves, sharing his technical take on index divergences, sector rotations, and where he sees potential trade setups forming.

AI Trade Unwinding and Market Rotation: A look at recent chop in high-flying tech and chip stocks versus equal-weight market performance, including capitulation signals and where dip-buyers might jump back in.

Technical Signals & Moving Averages: Key indicators to watch, like the 50-day moving average, to figure out if we're seeing a real trend reversal or just a short-term bounce.

US Dollar & Precious Metals Outlook: How recent double-top price action in the US Dollar (USD) could give gold and silver room to breathe as they test critical support levels.

Copper Price vs. Copper Equities: Breaking down the current disconnect between spot copper ($CPER) and copper mining stocks ($COPX), plus the long-term setup for the sector.

 

Click here to visit TG’s site - Profit Pilot - https://www.profit-pilot.com/

 

Click here to visit the Profit Pilot YouTube page - https://www.youtube.com/@Profit-Pilot 

 

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

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.

Cory Fleck and Shad Marquitz reconnect after a brief summer break to digest the latest price action across the commodity space. They take a close look at what’s driving the current market grind and where key sectors could be heading as the seasonal lull plays out.

Key Discussion Points:

Summer doldrums in full effect: Why low liquidity and quiet trading volume are keeping precious metals and broader commodities stuck in correction territory.

Fed policy and bond market realities: What rising ten-year yields mean for dollar strength and metals momentum.

Gold and silver chart setups: Looking at whether precious metals are quietly building a floor or just pausing before another leg lower.

Copper resilience versus equity lag: Why physical copper price action has stayed sturdy while copper stocks continue to drag.

Energy market wildcards: How ongoing geopolitical tension, crude swings, and shifting supply lines affect oil, and longer term potential future demand for natural gas, uranium, and critical minerals.

Navigating junior mining stocks: What investors need to keep in mind regarding cash burn, drill results, and tight financing conditions.

 

Please let us know your thoughts in the comments or through email! Our email addresses are Fleck@kereport.com and Shad@kereport.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.