The KE Report

Between severe pullbacks in precious metals and critical minerals, and a deceptive narrowness in broader US stock indices, investors are facing a complex macro tape. In this week’s The KE Report Weekend Show, fund manager Dana Lyons breaks down key technical levels across gold, silver, copper, and energy stocks, while hosts Cory and Shad examine the recent sector-wide commodity slump, the flood of free-trading financing paper, and strategic positioning ahead of tax-loss season. 

Segment 1 & 2 - Dana Lyons, fund manager and editor of The Lyons Share Pro, kicks off the show to provide a technical outlook across multiple asset classes. He discusses why further short-term weakness in gold and silver would not derail their longer-term bull trends, while expressing optimism toward copper, energy equities, and healthcare despite broader market risks and narrowing breadth. 

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

 

Segment 3 & 4 - A KER Market QuickTake, hosts Cory and Shad unpack what is driving the broad-based sell-off across precious metals, critical minerals, and uranium, while energy continues to defy gravity. From impending financing overhangs to seasonal tax-loss realities, this discussion offers a roadmap for high-grading your portfolio when market sentiment hits rock bottom. 

 

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.

In this Daily Editorial, hosts Shad and Cory sit down with Joel Elconin, co-host of the PreMarket Prep show and founder of the Stock Trader Network. The conversation focuses on the broad market dynamics unfolding across equity and fixed-income assets, specifically the tug-of-war between high-flying momentum tech names and safe-haven sectors:

Inflation Data and the Market Reversal: An exploration of how hotter-than-expected inflation metrics triggered an intraday turnaround, pushing major tech indices lower while volatility metrics signaled a distinct shift in sentiment.

Cracks in AI Leadership and the CoreWeave Fallout: Joel breaks down the mounting pressures facing semiconductor leaders and neocloud players, touching on the risks surrounding rising corporate bond yields and circular financing structures.

The Flight to Safety and Defensive Outperformance: A look at the aggressive rotation into consumer staples, healthcare, utilities, and dividend stalwarts as investors hedge against macro uncertainty.

Bond Market Dynamics and Election Catalysts: Why long-dated Treasury yields are behaving unexpectedly in the face of inflation, alongside the geopolitical and political crosscurrents steering sentiment ahead of upcoming elections.

Earnings Season Expectations and Tech Valuations: An analysis of post-earnings price reactions across semiconductor bellwethers and what incoming Big Tech reports must prove to restore upside momentum.

 

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 Company Update, we are joined by Patrick Highsmith, Chairman and Co-Founder of Firefox Gold Corp. (TSX-V: FFOX | OTCQB: FFOXF | FSE: FIY). Patrick provides a comprehensive walkthrough of the latest follow-up drill results from the newly discovered Lammas Zone at the flagship Mustajärvi Project in Lapland, Finland, while outlining the broader district-scale exploration strategy across their property package.

Key discussion points include:

High-Grade Step-Out at Lammas: How a bold 200-meter step-out hole returned significant gold mineralization, confirming continuity and structural strength along strike.

Geological Plumbing and Structural Controls: What the team is learning from the underlying shear systems and how magnetic deflections are guiding the drill bit toward higher-grade dilation zones.

District-Scale Expansion: The broader footprint at Mustajärvi, including the status of the prospective adjacent reservations and how Lammas compares to earlier discovery zones.

Upcoming Assay Flow and Pipeline Targets: An overview of active drilling across Mustajärvi and the Sarvi project, with dozens of drill holes progressing through the laboratory pipeline.

Valuation Disconnect and Execution Focus: Management's perspective on junior mining market sentiment, cost-effective drilling in Finland, and maintaining momentum with a fully funded exploration program.

 

Any further questions for Patrick regarding Firefox, email me at Fleck@kereport.com.

 

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.

John Darch, Chairman and Director, and Ken MacLeod, President and CEO of Sonoro Gold Corp. (TSXV: SGO | OTCQB: SMOFF | FRA: 23SP), both join me to review multiple milestones achieved and catalysts on tap transforming the value proposition for their flagship Cerro Caliche Gold Project, located in Sonoro State of Mexico.  

 

The company is now taking a hybrid approach, growing through exploration across their expanded project footprint, while still remaining very constructive on the future near-term development and move into production; which is set to begin upon receipt of their final MIA environmental permit in Mexico.

 

John and Ken both outline the transformation that Sonoro Gold has gone through over the last year, with the updated Mineral Resource Estimate, and Preliminary Economic Assessment (PEA), and the very large increase in their overall land package from 1,800 hectares to almost 9,000 hectares in 2 recent acquisition transactions.

 

These completed acquisitions were a strategic opportunity to potentially demonstrate these increased land concessions have built the Cerro Caliche Project into a larger-scale gold epithermal system, and a gold mining project with multiple major mineralized zones stretching from the Agnico Eagle Santa Gertrudis deposit to the north down all the way to the Highlander Silver Mercedes Mine to the southeast.

 

Historical data from multiple exploration programs conducted on and surrounding the newly acquired mineral concessions suggest geological, structural and mineralization characteristics similar to those that have been identified at Cerro Caliche.

 

Next we got an exploration update on the ongoing 50,000 meter drill program, which just got underway earlier this year, focused on growing the resources, extending the mine-life, and exploring many of the new targets in the acquired land concessions.

The Company has now completed 72 drill holes over 14,086.35 meters as part of an ongoing 50,000-meter campaign.

The first 10,000 meters were focused on infill drilling and resource expansion at the main Cerro Caliche resource.

Results released on October 1st reflect over 4,100 meters of drilling completed at the recently acquired Diana concession as well as at the newly-identified mineralized zone at La Colorada.

 

Highlights:

SCR-378
6.10m @ 2.261g/tAu, including:

3.05m @ 4.296g/tAu

SCR-386
18.29m @ 1.239g/tAu, including:

3.05m @ 5.541g/tAu

SCR-387
28.95m @ 2.598g/tAu, including:

13.72m @ 5.101g/tAu

SCR-391
32.00m @ 1.846g/tAu, including:

4.57m @ 10.430g/tAu

SCR-396
47.24m @ 1.552g/tAu, including:

6.10m @ 5.623g/tAu

 

 

If you have questions for either John or Ken regarding Sonoro Gold, then please email those to me at Shad@kereport.com.

 

Click here to follow the latest news on Sonoro Gold

 

 

 

For more market commentary & interview summaries, subscribe to our Substack reports:

 

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 Update, I am joined by Alex Heath, Chief Executive Officer of Great Pacific Gold (TSX-V: GPAC | OTCQX: GPGCF | FSE: V3H). Great Pacific Gold is actively progressing through a 13,000-meter exploration drill campaign testing seven distinct targets across its high-grade Wild Dog property in Papua New Guinea. With two rigs currently turning, Alex provides an update on recent drilling at the Magiabi and Mengmet targets, lab turnaround expectations, and how the company is systematically working to demonstrate district-scale epithermal potential.

Exploration Progress Across 7 Priority Targets: Drilling has transitioned from Sinivit, Kavasuki, and Kasie Ridge to the core structural corridor, with active rigs now turning on key high-grade targets.

Targeting and Depth Strategy: Drill holes are planned between 150 to 200 meters to test high-priority veins based on historical data integrated with modern geophysics.

Assay Flow and Turnaround Times: Overcoming initial weather hurdles and rig setups, core is steadily moving to the assay lab with pending results expected to drive upcoming news flow.

Financial Runway: Backed by substantial institutional support and strong treasury reserves, the exploration program remains fully funded into 2027 without near-term market dependency.

Valuation Disconnect: Despite prevailing junior market sentiment, the company’s enterprise value highlights a favorable risk-reward backdrop as systematic drilling seeks to define a multi-million-ounce system.

 

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

 

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.