The KE Report

In this Company Update, Cory Fleck is joined by Craig Nicol, Founder and CEO of Graphene Manufacturing Group (TSX-V: GMG | OTCQX: GMGMF). Following a series of significant technical and regulatory milestones, Craig provides an in-depth look at the company’s progress in battery energy density, global patent protection, and the commercial rollout of their graphene products.

Key discussion points include:

Record-Breaking Battery Performance: A breakdown of the April 15th testing data showing greater energy density and why GMG believes they now possess the fastest-charging battery in the world.

Aluminum-Ion Voltage & Stability: Insight into the increase in nominal voltage to 3.2V and how the battery’s "flat curve" performance compares to traditional lithium-ion technology.

Hybrid Electrolyte Innovation: The significance of GMG’s new chloride-free, non-corrosive electrolyte and its role in enabling stable, rapid charging over hundreds of cycles.

G-Lubricant U.S. Patent: Details on the newly granted U.S. patent for G® LUBRICANT and the path toward U.S. EPA approval.

Industrial Validation & Partnerships: An update on the relationship with Rio Tinto and the ongoing efforts to gather performance data through high-stakes environments like Tickford Racing.

 

Please keep the questions coming! Email me at [email protected].

 

Click here to visit the GMG website to learn more about the Company. 

 

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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.

Erik Wetterling, Founder and Editor of The Hedgeless Horseman website, joins us to reflect on the key takeaways and investing themes from the news out Monday April 20th that Agnico Eagle Mines Limited (TSX: AEM) NYSE: AEM) is acquiring both Rupert Resources Ltd (TSX: RUP, OTCQX: RUPRF, FSE:R05) and Aurion Resources Ltd. (TSXV: AU) (OTCQX: AIRRF).  Agnico Eagle is consolidating these projects to the expand its exploration and development footprint in the Central Lapland Greenstone Belt in Finland ("CLGB").

 

We discuss the dynamics of consolidating area plays, the Tier 1 jurisdiction of Finland, the valuations the companies are receiving, the timing of the transaction after years of negotiations and posturing from all companies, and what this means for future acquisitions from senior producers in the gold sector.

 

Agnico Eagle has agreed to acquire all of the outstanding common shares of Rupert Resources it does not already own by way of plan of arrangement, where each Rupert Share will be exchanged for: (i) upfront consideration of 0.0401 of a common share of Agnico Eagle, representing approximately C$12.00 based on the five-day volume weighted average trading price per Agnico Share as at April 17, 2026 (the “Share Consideration”); and (ii) contingent consideration of up to C$3.00, in the form of a contingent value right (“CVR” and together with the Share Consideration, the “Consideration”), that is payable in cash upon certain milestones being achieved over the 10 year term of the CVR.

 

Agnico Eagle Mines Limited has agreed to acquire all of the issued and outstanding common shares of Aurion Resources. Aurion has assembled a large, contiguous land position of approximately 761 km² within the CLGB, including its joint venture properties with B2Gold Corp. (the "Fingold JV"; 30% Aurion/70% B2Gold), Kinross Gold and KoBold Metals in Finland. These properties provide significant exploration upside across multiple targets, with over 20 discoveries since 2016.

Aurion shareholders to receive all-cash consideration of C$2.60 per Aurion Share

Purchase price represents premium of approximately 46% to the closing price as of April 17, 2026

 

* In full disclosure, some companies mentioned by Erik in this interview, are positions held in his personal portfolio, and also may be site sponsors of The Hedgeless Horseman website at the time of this recording.]

 

Click here to follow Erik’s analysis over at The Hedgeless Horseman website

 

 

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.

Dustin Perry, Founder and CEO of Kingfisher Metals Corp. (TSXV:KFR) (OTCQB:KGFMF) (FSE:970), joins us for an official introduction to the company, the Hwy 37 Project, the key targets getting focus for the 2026 exploration season, the management team and board, company financials, key stakeholders, and key newsflow on tap for this year.

 

Kingfisher Metals is focused on copper-gold exploration across a very large district-scale property in the Golden Triangle, British Columbia. The Company has quickly consolidated one of the largest land positions in the Golden Triangle region with the 933 km2 HWY 37 Project and 202 km2 Forrest Kerr Project. Kingfisher also owns (100%) two district-scale orogenic gold projects in British Columbia that total 641 km2.

 

We started off discussing the prior year’s exploration work at the Hank, Mary, Williams, Rainbow, Hickman, Grizzly, Northmore, and Turquoise target areas, setting up a substantial pipeline of compelling targets to test.

 

2026 Exploration Program Highlights:

 

The fully-funded 2026 exploration program will include around 15,000 meters of diamond drilling within the Hank-Mary District

Deeper drill holes will test the copper-gold porphyry targets at Hank, while more shallow holes will test the gold-silver epithermal overprint closer to surface

There will be regional exploration programs across the HWY 37 and Forrest Kerr Projects including some drilling, at targets like Turquoise and Rainbow, as well as mapping, sampling, and surveys to further refine other future drill targets.

Exploration program details will be finalized and announced here in Q2, and ground mobilization and drilling should begin in June.

 

Dustin shares his background in the industry, as well as the strong technical bench strength and experience of their management team, board, and technical advisors. The company’s shares are over 50% institutionally held, and the top 20 shareholders control ~58% of the shares, the company just raised CAD$30Million in March, and all the warrants are currently in the money.

 

 

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

 

 

Click here to follow the latest news from Kingfisher Metals

 

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.

Jason Jessup, CEO and Director of Magna Mining (TSX.V: NICU) (OTCQX: MGMNF), joins me for an overall exploration and development update at the prior-producing Levack Mine, to map out what the pathway to restarting production would entail.   We also touch upon the coming TSX uplisting process, operations at McCreedy West, and how rising nickel prices factor into initiatives at their Projects located in Sudbury, Ontario, Canada. 

 

We reviewed the continued high-grade drill results across copper, nickel, platinum, palladium, gold, and silver in more recent assays returned from the ongoing exploration and development work at the Levack Mine.

 

 

Levack R2 Zone new assay results include:

 

-- MLV-26-14A W1 – returned 23.2% Cu, 5.6% Ni, 21.4 g/t Pt+Pd+Au, 225.0 g/t Ag over 2.4 metres, from 975.9 metres down hole,  And 10.7% Cu, 1.5% Ni, 14.7 g/t Pt+Pd+Au, 67.1 g/t Ag over 2.1 metres, from 1026.9 metres down hole

Including, 29.6% Cu, 4.0% Ni, 32.4 g/t Pt+Pd+Au, 181.0 g/t Ag over 0.7 metres, from 1028.3 metres down hole

                     

-- FNX6083-W5 – returned 5.7% Cu, 13.7% Ni, 11.2 g/t Pt+Pd+Au, 28.0 g/t Ag over 0.4 metres, from 1117.7 metres down hole

 

The Company is planning to release a Preliminary Economic Assessment (“PEA”) for the Levack Mine in parallel with work to re-establish ore and waste hoisting capabilities during 2026.  At present those economics will not include the high-grade drilling completed to date at the R2 Footwall Zone. Jason highlights that a development drift is going to be implemented to support ongoing underground exploration of this area, for the potential of future implementation into development plans.

 

Next we discuss what the higher nickel prices seen recently could mean for the profitability of certain zones at both Levack and McCreedy West, if they persist.  This opens up a broader review of the mineralized variability seen in different areas of each underground mine and in the defined deposits.

 

Wrapping up we talk about the importance and value of their human capital, beyond just the mineralized inventory.   The company has staffed from around 28 employees to around 250 employees in just the last 2 years, and is excited about all the growth still on tap for expanding McCreedy West, developing Levack and Crean Hill, and even some regional exploration on projects like Kirkwood.

 

 

If you have questions for Jason regarding Magna Mining, then please email me at [email protected].

 

In full disclosure, Shad is a shareholder of Magna Mining at the time of this recording, and may choose to buy or sell shares at any time. 

 

Click here to follow along with the news at Magna Mining

 

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 Daily Editorial, we sit down with Craig Hemke, Founder and Editor of TF Metals Report, to analyze the recent rebound in precious metals. With Gold nearing $5,000 and Silver trading around $80, Craig provides a deep dive into the technical and fundamental drivers shaping the markets in April 2026.

Key discussion points:

The Anomalous COT Reports: An examination of why current open interest in Comex Gold and Silver is hitting multi-decade lows and how this "thin" market is driving increased price volatility.

Central Bank Demand vs. Sovereign Selling: Insights into the recent "London Plunge" and how massive physical gold sales by Turkey impacted global prices.

Technical Moving Averages: A look at the "Universal Chart" and whether the current recovery can restore the bullish technical alignment seen earlier in the year.

Macro Catalysts and Policy Shifts: Discussion on potential Fed interest rate cuts, the nomination of Kevin Warsh, and the whispers of a U.S. Treasury gold revaluation to bolster the national balance sheet.

Gold as a Devaluation Trade: Why the long-term trend remains a fundamental move away from fiat currency and toward the elemental stability of precious metals.

 

Click here to visit Craig’s website - TF Metals Report - https://www.tfmetalsreport.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.