Craig Nicol, Founder and CEO of Graphene Manufacturing Group (TSX.V:GMG - OTCQX:GMGMF) joins me to discuss the recent Thermal-XR commercialization update and answer your questions on the battery division, US EPA approval timeline, Bosch collaboration progress, and key markets for future revenue growth.    More questions for Craig? Please email me at [email protected].    Click here to visit the GMG website to learn more about the Company.

Martin Turenne, President and CEO of FPX Nickel (FPX-TSX.V & OTCQB:FPOCF) joins me to discuss the recent production of battery-grade nickel sulphate, from the pilot-scale hydrometallurgy refinery testwork at the Baptist Nickel Project in central BC. This is an upgrade from the 2023 bench-scale testwork.    We discuss the flow sheet for production, which eliminates the smelting stage, thus creating a higher value end product and cutting out a middle man smelting company. I ask how this production factors into the capital estimates to build the project and potential value premiums. We wrap up by looking ahead to the upcoming scoping study expected in the first quarter of next year and how that further de-risks the project.    If you have any follow up questions for Martin please email me at [email protected].   Click here to visit the FPX Nickel website and learn more about the Company and Project.

Fabi Lara, Founder and Publisher of The Next Big Rush, joins me to dig in to the major demand drivers and supply disruption news that is underpinning a longer-term bull market for nuclear power and uranium mining.   We then pivot over to a comprehensive review of the opportunities in producers, developers, and explorers in the US, Canada, Africa, and Australia.   This is a longer-format discussion where we initially get into the solid fundamentals of uranium that we discussed in our last conversation (lack of supply from Niger, less supply that anticipated from Kazakhstan, Russian sanctions) having a huge demand layer put on the last few weeks as a flurry of high-profile tech companies have announced going all-in on developing more nuclear energy to fuel their energy-intensive data centers.  Microsoft announced teaming up with the utility Constellation to bring 3 Mile Island back into production.  Amazon is teaming up with Dominion, Google is teaming up with Kairos power, and DataBank are all considering a number of small modular reactor (SMR) builds by the end of this decade.  In a sector that already has seen surging demand from all the traditional reactor builds in the East and Middle East, the push for more SMRs in the West is pushing demand up even further.   We then shift the conversation over from the growing demand to the very pertinent question of where all the new supply will come from in the uranium mining sector. It’s a very nuanced conversation about a number of different uranium stocks throughout the conversation including:  Cameco (TSX: CCO; NYSE: CCJ), Kazatomprom, Orano, Paladin Energy (ASX: PDN) (OTCQX: PALAF),  Fission Uranium (TSX: FCU) (OTCQX: FCUUF),  Denison Mines (TSX: DML) (NYSE: DNN), enCore Energy (NASDAQ: EU) (TSX.V: EU),  Energy Fuels (NYSE: UUUU) (TSX: EFR), NexGen Energy (TSX: NXE) (NYSE: NXE), Deep Yellow (ASX: DYL) (OTCQX: DYLLF),  F3 Uranium (TSXV: FUU) (OTCQB: FUUFF), CanAlaska Uranium Ltd. (TSX.V: CVV) (OTCQX: CVVUF), IsoEnergy (TSX: ISO) (OTCQX: ISENF), Rush Rare Metals Corp. (CSE:RSH), Stallion Uranium Corp. (TSX-V: STUD) (OTCQB: STLNF), and Forum Energy Metals Corp. (TSXV: FMC) (OTCQB: FDCFF).   Click here to visit Fabi’s YouTube page:   Click here to visit Fabi’s website:

Roger Rosmus, Founder, CEO, & Director of Goliath Resources (TSX.V: GOT) (OTCQB: GOTRF), joins me to review the 38,125 meter drill program that has now completed at the Surebet Discovery, Jackpot Target, And Treasure Island target at the Golddigger Property, located in the Golden Triangle, British Columbia.     Roger outlines that in total, assays are pending on 105 holes that include: 62 holes (out of 64) drilled this year, 17 previous holes relogged with RIRG style mineralization in dykes testing reduced intrusion mineralization and 14 other separate holes relogged that were drilled between 2021 – 2023 at Surebet. Assays are pending for 12 holes drilled at Treasure Island this year as well. 59 drill holes from this year's exploration program contained visible gold representing 92% of the holes in 2024, of which 19 (or 32%) had abundant visible gold (more than 4 recorded occurrences).   The new Bonanza High-Grade Gold Triangle, within the Surebet Discovery, delineates a zone of substantial gold and sulphide mineralization within a triangle measuring 720 x 612 x 410 meters with intervals over 9 meters and assaying over 31.1 g/t Au, demonstrating the high-grade gold potential of this excellent mineralized core zone that remains open. Assays for 17 holes (out of 19) from the new Bonanza Gold Triangle are pending.   The new Deep Zone discovered at 1239 meters below surface contains multiple quartz-sulphide veins and breccias with visible gold, chalcopyrite, galena and sphalerite demonstrating the tremendous additional untapped discovery potential of the Surebet system that remains wide open in every direction including at depth.   We then discussed the new style of Reduced Intrusion Related mineralization reinterpreted in this year’s exploration program, where significant amounts of visible gold, bismuth mineralization, and molybdenite have been identified in veins hosted in intermediate porphyritic dykes in multiple drill holes. Relogging and sampling of the dykes in drill core from 2021-2023 included 17 holes for a total of >800 samples submitted to be assayed.   There was also the new Blue Origin discovery comprised of similar reduced intrusion style mineralization with a series of veins up to 20 cm wide containing bismuth minerals, molybdenite and chalcopyrite, hosted in a felsic intrusion located 4.5 kilometers to the south of the Surebet discovery. This intrusion could be spatially related to Surebet as an uplifted part of the potential feeder source below the 1.8 km2 area that remains open.    The Jackpot showing is located 1.4 km to the east of Surebet and similarly to the Bonanza Gold Triangle it lies at the intersection between the highly prolific Bonanza Shear and a southwest dipping sulphide mineralized shear zone where multiple samples assayed >5 g/t AuEq and remains open. A sample with a 7 mm nugget of visible gold was collected on the jackpot showing from the same vein where sample ST116183 assayed 21.5 oz/t AuEq or 667.40 gpt AuEq (636.00 gpt Au, 1690.00 gpt Ag, 7.96 % Cu, 2.22 % Pb). Assays are pending on all 6 drill holes from the Jackpot showing.   Next we pivoted up to the Cambria Ice Fields, where extensive high-grade quartz-sulphide mineralization on the original Treasure Island discovery with channel samples that assayed up to 28.08 gpt AuEq and grab samples that assayed up to 11.08 gpt AuEq has been traced in drill holes for 450 m of strike that remains open in all directions with 2,938 meters in 12 holes were drilled from 4 pads. The mineralized intervals average 29.99 meters wide and on average include 6.79 meters of moderate, semi-massive and massive sulphide mineralization in quartz-sulphide breccia over 450 m strike extent that remains open, and assays are still pending.   Wrapping up we have Roger outline for us through the capital management and financial health of the company,  announcing on October 3rd the closing of the final tranche of its previously announced non-brokered flow through financing for an aggregate $16,120,500 raised from the first and final tranches. In addition, earlier on September 4th, the Company announced $7,366,750 by way of a non-brokered charity flow through private placement at a price of $1.975 per share (no warrant). This gives the company over $23Million in funds raised which allowed for the expansion of the drill program for 2024, and still provides plenty of runway to kick things off the beginning of the next drill season. Roger mentioned that there are also over $9Million of in-the-money warrants priced between $0.15-$0.92 that start to expire in April/May of next year and finish expiring by year-end 2025. The company saw strategic investors like Crescat Capital and Rob McEwen increase their stakes, while also bringing in new cornerstone investors like a Singapore based Global Commodity Group and Larry Childress.*   If you have any questions for Roger about Goliath Resources, then please email me at [email protected] and then we’ll get those answered or covered in a future interviews.   *In full disclosure, Shad is a shareholder of Goliath Resources at the time of this recording.   Click here to follow the latest news from Goliath Resources

Dana Lyons, Fund Manager and Editor of The Lyons Share Pro joins us to share trading opportunities he is seeing in a range of markets. We start with what his internal models are telling him about the overall health of the US equity markets. Dana points to the more broad averages breaking to all time highs, including mid-cap stocks and the equal weight S&P. He is closely watching the pure value indices for further possible breakouts, which show continued risk on action.    We also discuss the rebound in the US Dollar. While still very much range bound for well over a year Dana sees risk to the downside from here. We ask what opportunities this opens up for international markets.      Dana is running his yearly crash special on The Lyons Share Pro. Click here to take advantage of the 22.6% off discount.

Garrett Ainsworth, President and CEO of District Metals (TSX.V:DMX - OTCQB:DMXCF - FRA: DFPP) joins me to discuss the start of drilling at the Stollberg Property, in Sweden, in collaboration with Boliden Mineral AB. I also get an update on potential lifting of the moratorium on uranium mining in country.     We start by recapping the exploration agreement with Boliden to spend C$10million over 4 years at the Stollberg and Tomtebo Properties. Garrett provides a history on the Stollberg Property including the initial area of drilling around the Gränsgruvan Mine. We also discuss other targets on the Project that could be drilled in the future.    Since I’m curious and I continue to receive a lot of emails asking about the moratorium on uranium mining in Sweden, I ask Garrett for an update.   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.

Nick Hodge, Co-Owner of Digest Publishing and editor of Foundational Profits and Hodge Family Office, joins us for a longer-format discussion on the macroeconomic factors moving markets, the Chinese economy, and investing trends in both the copper and lithium markets and their related equities.   On the macro front, we get into the expectations around the Fed rate cutting cycle, inflation trends, how flat GDP growth and stagflation may be more likely than a recession, the widening out of participating sectors within US equities, and the case for higher prices of raw materials in the ongoing commodities supercycle. This leads into a discussion of how significant the health of the Chinese economy is to the commodities sector, but that Nick is not positioning on the long-side strictly because the PBOC is working to stimulate the economy.    This leads into a broader discussion on critical minerals like copper and lithium and how there is a global market at play, much larger than just what is happening in China, and there are longer-term demand drivers at play, that need to be considered over the shorter-term market noise. The conversation gets into all of the policy initiatives for the green transition in energy, and EVs, all the projections around A.I. data centers and how few generalists are really considering the massive amounts of copper that are going to be required over time.  Nick lays out that at present he is not heavily invested in senior copper producers or ETFs directly, but has exposure indirection through gold ETFs, but also through a basket of copper juniors like Aldebaran Resources (TSXV:ALDE)(OTCQX:ADBRF), Gladiator Metals (TSXV: GLAD) (OTCQB: GDTRF), and Kutcho Copper (TSXV: KC) (OTC: KCCFF).   With regards to lithium, Nick outlines that it is a prime example of the cyclicality of the commodities cycle and that made a full cycle over the last few years from undervalued, to overvalued, to topping activity and valuations, to a pricing correction, to bottoming activity.  He highlights companies in his portfolio like Volt Lithium Corp. (TSXV: VLT) (OTCQB: VLTLF), Patriot Battery Metals (TSX: PMET) (OTCQX: PMETF), Q2 Metals Corp. (TSXV:QTWO)(OTCQB:QUEXF), and the recent Rio Tinto acquisition of Arcadium Lithium plc (NYSE: ALTM) (ASX: LTM) as some success stories in the lithium stocks with recent news.   Click here to follow Nick’s analysis and publications over at Digest Publishing  

Andrew Pollard, President and CEO of Blackrock Silver (TSX.V:BRC – OTCQX:BKRRF), joins me to review the first batch of high-grade silver and gold intercepts returned from this year’s 20,000 meter drill program on the 100% controlled Tonopah West Project, located along one of the largest historic silver districts in North America on the Walker Lane trend in Nevada.   Highlights from this first batch of drill results:   TXC24-087 returned 2.59 metres of 3,744 grams per tonne (g/t) silver equivalent (AgEq) (1,920.93 g/t silver (Ag) and 20.26 g/t gold (Au)), including 1.07 metres of 8,514.5 g/t AgEq (4,328 g/t Ag and 46.5 g/t Au) TXC24-101 returned 1.28 metres of 1,286 g/t AgEq (687 g/t Ag and 6.56 g/t Au) TXC24-092 returned 3.35 metres of 952.6 g/t AgEq (470.56 g/t Ag and 5.35 g/t Au), in addition to 1.13 metres of 1,156 g/t AgEq (534 g/t Ag and 6.9 g/t Au) TXC24-100 returned 2.26 metres of 898 g/t AgEq (530.30 g/t Ag and 4.08 g/t Au), including 0.92 metres of 1,587.1 g/t AgEq (943 g/t Ag and 7.15 g/t Au)   Andrew discussed how the goals of this drill program are to improve confidence in the continuity of mineralization in the deposit and connect orphaned areas of mineralization, but also to increase the resources and anticipated mine life of 8.6 million annual production that was first outlined in the Preliminary Economic Assessment (PEA).  In that initial PEA at the base case gold price of $1,900 per ounce and silver price of $23 per ounce, the Project commands an after-tax net present value (“NPV”) discounted at 5% of $326-million on a low initial capex of $178-million (including $22-million contingency) with a payback of 2.3 years and an after-tax internal rate of return (“IRR”) of 39.2%, and an All-in Sustaining Costs (“AISC”) of $11.96 per silver equivalent ounce basis.   We also discussed the sensitivity to higher metals prices where at a gold price of $2,280 per ounce and a silver price of $27.60 per ounce (base case +20%), the economic profile of the Project escalates to an after-tax NPV 5% of $495-million and an after-tax IRR of 54.0%.  If we consider current spot precious metals prices the project economics are even more robust, and this is in a safe jurisdiction, with only precious metals exposure; so I ask Andrew to postulate on why they are not seeing a rerating to a larger market cap and better valuation metrics more in line with peer silver development companies.   In addition to the expansion of resources through drilling in this year’s exploration program, we also review the various project derisking that their team is doing in the background like metallurgical testing and process flowsheet, hydrology studies, environmental studies, permitting, site infrastructure and the potential placement of a decline and processing mill, that will all feed into the updated PEA next year. The Company just raised $10Million in May, bringing in a larger stakeholding from Eric Sprott, and so it is cashed up to continue working on this large drill program and future derisking work.   If you have any follow up questions for Andrew regarding Blackrock Silver, then please email us at [email protected] or  [email protected].   For full disclosure, Shad is shareholder of Blackrock Silver at the time of this recording.   Click here to visit the Blackrock Silver website to read over the recent news we discussed.

Andrew Thomson, President and CEO of Palamina (TSX.V:PA & OTCQB:PLMNF) joins me to discuss the ongoing drill programs by Palamina and Winshear Gold (which Palamina holds a 15.45 interest and 2% Net Smelter Return royalty on the Gaban Project) in the Puno Orogenic Gold Belt in Peru. Palamina is about halfway through the 3,000 meter drill program, while Winshear has just started its 1,600meter program.    Andrew provides an overview of the holes drilled to date on the Palamina program and the targets being tested. We also discuss the major projects and deposits in the Puno Orogenic Gold Belt, see the map below.   If you have any follow up questions for Andrew please email me at [email protected].     Click here to visit the Palamina website to learn more about the Company.  

Dave Erfle, Editor of the Junior Miner Junky joins us to delve into the evolving dynamics of junior precious metals stocks with a particular focus on silver. In this episode, Dave analyzes market trends, highlighting bullish formations across key ETFs like GDX, GDXJ, SIL, and SILJ, and shares strategic investment approaches focusing on leverage and takeover potential. He emphasizes the importance of political developments, especially in Mexico, and outlines criteria for identifying high-grade silver projects. Additionally, Dave discusses portfolio management strategies, including when to rotate holdings and balance between speculative juniors and safer majors.   Click here to visit the Junior Miner Junky website to learn more about Dave’s investment letter.   

 Mike Konnert, President and CEO of Vizsla Silver (TSX.V:VZLA - NYSE:VZLA) joins us to provide a long term outlook for the Panuco Project, in Mexico. Mike lays out plans to target production by 2027 while also exploring new areas on the project and other projects in Mexico acquired this year.     On the production front, we discuss the work planned to move from the current PEA on the Copala area to a Feasibility in the second half next year, updated resource prior to the feasibility, updated mine plan, and permitting which is ongoing.     For exploration, the Company has just started a 10,000 meter drill program focused on other areas on the project to find new “centers of mass” that could hold significant resources.    The Company recently raised $65million through a bought deal financing closed in September.    If you have any follow up questions for Mike please email me at [email protected].    Click here to visit the Vizsla website to learn more about the Company.

John Rubino, [Follow John on his Substack https://rubino.substack.com/],  joins me to discuss the fundamental factors behind physical silver, a few recent silver and gold takeover deals, nuances around M&A transactions for consideration, and speculation on which companies could be bought next.   We start off discussing the news out last week that Russia is adding silver to the metals it will be purchasing in its state precious metals fund, where previously it had only been buying gold, platinum, and palladium. There has also been an increase in silver buying from India, China, and other countries in Asia as an alternative to gold for wedding seasons and gifting, due to the price differential. Also, China also has steadily been buying silver for supplying its growing solar panel industry.   We review that many precious metals producers are quite cashed up, and while we saw very nice margins on their Q2 earnings reports; many market watchers are waiting see the numbers come in on both gold and silver producers Q3 earnings, to see if all their margin expansion will start tracking with generalist investors that filter companies for earnings momentum. Additionally, this may start fueling more of the senior and mid-producers to deploy this cash or their higher-valued paper to begin a bigger wave of merger and acquisition transactions.    We unpack the 2 latest high-profile larger premium silver M&A deals, with the acquisition of Gatos Silver (TSX: GATO) (NYSE: GATO) by First Majestic Silver (TSX: AG) (NYSE: AG), and SilverCrest Metals (TSX: SIL) (NYSE American: SILV) getting bought out by Coeur Mining (NYSE: CDE). This then morphed into a larger discussion on nuances around merger and acquisition transactions, what John looks for in companies that could be acquired. He shares his outlook for more transactions in the smaller producers, developers, advanced explorers, and also royalty companies.    This leads to comments about the recent takeover of  Osisko Mining (TSX:OSK) by Gold Fields old Fields Limited (JSE: GFI) (NYSE: GFI)  for their gold development project in Canada, and  Filo Corp (TSX: FIL) (OTCQX: FLMMF) by both BHP (NYSE: BHP) and Lundin Mining (TSX: LUN) for their large copper project in Chile and Argentina, and if we’ll see more development-stage projects acquired by producers in the near-term.  We both offer up speculations in which developers could be next, with our rationale for both Skeena Resources Limited (TSX:SKE)(NYSE:SKE) and Dolly Varden Silver Corporation (TSXV: DV) (OTCQX: DOLLF) as potential takeover candidates.   Wrapping up, John outlines why he is less concerned with a specific exit strategy or operational outcome, and why he is more concerned about seeking 10-bagger returns.   * In full disclosure, Shad is a shareholder Silvercrest Metals, Coeur Mining, Skeena Resources, and Dolly Varden Silver at the time of this recording.   Click here to visit John’s Substack to keep up to date on his market and economic commentary.

Erik Wetterling, Founder and Editor of The Hedgeless Horseman website, joins me to discuss a number of known gold, silver, and copper advanced exploration and development companies, that have taken some new action turning old stories into new stories, with a boost to their value creation.   We start off looking at the series of junior advanced explorers and developers that have gone out and purchased non-core producing mines from larger companies, to fund their future derisking of flagship development assets through organic incoming revenues, versus ongoing dilutive financings. The junior companies discussed that have executed acquisition transactions of producing mines this year are: Integra Resources (TSXV: ITR) (NYSE American: ITRG), Sierra Madre Gold and Silver (TSXV: SM) (OTCQX: SMDRF), Heliostar Metals (TSXV: HSTR) (OTCQX: HSTXF), and Magna Mining Magna Mining Inc. (TSXV: NICU) (OTCQB: MGMNF). In each case, these mines that were acquired are the first step in generating revenues to plow them into the expansion of other development projects on the pathway to becoming multi-mine producers over the next few years.    Wrapping up we shifted over to the recent newsflow on exploration success from Kootenay Silver (TSXV: KTN) (OTC: KOOYF), at their Columba Project, turning an older known story, with beta to rising silver prices from prior project resources defined, into a new discovery and growth story.  The work their exploration team has been doing at the D-Vein and upcoming drilling at the B-Vein, has ignited a new wave of interest in the Company, because they seem to be onto a thicker high-grade silver vein, that could allow them to really mass up compelling resources quickly.   * In full disclosure, the 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.   Additionally, Shad is a current shareholder of Integra Resources, Sierra Madre, Magna Mining, and Kootenay Silver at the time of this recording.   Click here to visit Erik’s site – The Hedgeless Horseman

Craig Hemke, Editor of TF Metals Report, joins me for a bigger-picture discussion on the role of gold in one’s diversified portfolio as counter-measure to economic and geopolitical tensions, and the ongoing devaluation of global fiat currencies over time.  We start off discussing the upcoming BRICS nations summit next week in Russia, their evolving strategies on global trade alliances, the slow process of de-dollarization, and their potential to develop some kind of SDR-like trading unit that may have a significant backstopping of gold along with other fiat currencies.  We delve into if this could help explain the divergence in central bank buying in many BRICS nations and new additions to the group, versus some of the western nation’s central banks.   Next we pivoted over to the macroeconomic factors that are evolving on the horizon, with regards to central banks loosening policies, increased fiscal spending, rising debt burdens in western nations, the potential for recession, ongoing effects of inflation, and the possible trade and market implications for the upcoming US elections next month.  All of these risk factors have Craig comfortable continuing to hold and stack gold as a longer-term store of value to shelter his portfolio from the coming storm.   Click here to visit Craig’s website – TF Metals Report

Welcome to The KE Report Weekend Show! This week gold, silver and the stocks rebound to end the week strongly. US markets were also up with the S&P at all time highs. The US Dollar was flat and the 10 year was slightly up. The main data out of the US was inflation data (CPI and PPI).   On the first half of this weekend's show we recap the inflation data, China's monetary policies and market moves. On the back half of the show we discuss the investment climate for critical minerals equities and silver plays in Mexico.   I hope all you Canadians have a very happy Thanksgiving and everyone in the U.S. a good Columbus Day!   Segment 1 and 2 - Marc Chandler, Managing Partner at Bannockburn Global ForEx and Editor of Marc To Market - Economic data recap (Inflation), the broader impacts of China's economic strategies on global markets, the continued strength of U.S. markets. Click here to visit Marc’s site - Marc To Market.  Segment 3 and 4 - Joe Mazumdar, Editor of Exploration Insights - Key points include the moderated excitement around critical minerals, challenges for the EV market, China's role in critical minerals processing, and copper's significance in electrification despite supply challenges. He also examines recent M&A activity in the silver sector and the impact of Mexico's political landscape on mining investments. Click here to visit the Exploration Insights website to follow along with Joe.  . . Listen to the podcast on our website: https://www.kereport.com/ Subscribe to our Podcast on Spotify: https://rebrand.ly/Spotify_subscribe . . For price quote on metals and commodities visit - https://clearcommodity.net/ . . Follow us on social media: 🔗 https://twitter.com/TheKEReport . . Disclaimer: The content in this podcast is not intended to be financial advice. It is meant for educational and entertainment purposes only.

John Black, CEO & Director of Aldebaran Resources Inc. (TSXV:ALDE)(OTCQX:ADBRF), joins us for an introduction to their Altar Copper-Gold Project in San Juan, Argentina; along with the prior work completed and upcoming milestones and catalysts.   We start off getting a sense of the history of the Project, the work completed by prior operators, and their option agreement with Sibanye-Stillwater back in 2018 to start earning into this project.  At this point the capital has been paid and the work commitments completed for them to earn-in to 80% of the project, with Sibanye Stillwater at a 20% stakeholder in Altar. The Altar project hosts multiple porphyry copper-gold deposits with potential for additional discoveries. Altar forms part of a cluster of world-class porphyry copper deposits which includes Los Pelambres (Antofagasta Minerals), El Pachón (Glencore), and Los Azules (McEwen Copper).   In March 2021 the Company announced an updated mineral resource estimate for Altar, prepared by Independent Mining Consultants Inc. and based on the drilling completed up to and including 2020.  After approximately 63,000 meters of additional drilling between the known Altar Central and Altar East mineralization, their exploration team has now defined the Altar United area at depth, united the 2 prior deposits, and setting up for a larger open pit that will include not only the new mineralization, but the tails from the prior envisioned pits.  There is an updated resource estimated slated to be released to the market next month in November, and then ongoing derisking and development work that will feed into a Preliminary Economic Assessment (PEA) in the 2nd quarter of 2025.   We have John share some of their key strategic shareholders with South32, Sibanye-Stillwater, and Route One Investment Company.  Additionally, we review their partnership with Rio Tinto, with an interest in utilizing their Nuton technology, focused on commercializing its proprietary suite of copper leach technologies, with potential to unlock copper from hard-to-leach ore and low-grade material, with industry-leading recoveries that are also very compelling with ESG initiatives.  John shares his background in the industry, along with the background of the other co-founders and key management team members, and the financial health of the company.   If you have any questions for John regarding Aldebaran Resources, then please email us at [email protected] or [email protected].   Click here to follow the latest news from Aldebaran Resources

Joel Elconin, Co-Host of the Benzinga PreMarket Prep Show and Editor of PreMarket Prep joins us to recap this week in the markets.   The conversation covers strong market moves, benign inflation data, and robust bank earnings that have fueled market optimism. Joel highlights the diversification across various sectors like utilities, tech, healthcare, and finance, pointing out their performance amidst volatility. Additionally, we touch on international geopolitics and China's economic dynamics. Finally we discuss Tesla's event last night including Elon Musk's bold promises on Robo Taxis, as well as the rotation today into alternative transport solutions like Uber and Lyft.   Click here to visit Joel’s PreMarket Prep website.    

Mike Spreadborough, Executive Co-Chairman of Novo Resources (TSX: NVO - OTCQX: NSRPF - ASX:NVO) joins me to provide an update on the Joint Venture with De Grey Mining (ASX:DEG), focusing on gold exploration at the Egina JV Projects in Australia. De Grey has met the $7 million minimum spend and is on track to complete the $25 million to secure a 50:50 JV equity.    4 Key prospects have received the 34,180 m of AC (aircore) drilling and 9,129 m of RC (reverse circulation) drilling to date, the Heckmair, Irvine, Lowe and Whillans Prospects. Mike outlines how the AC and RC drilling is used in series to test mineralization undercover on the Project. We also discuss what future drilling will be out of De Grey to advance this earn-in JV.    Please email me with any follow up questions for Mike and the team at Novo Resources. My email address is [email protected].     Click here to visit the Novo Resources website to learn more about all the projects and exploration programs.    

Scott Berdahl, CEO of Snowline Gold (TSX.V:SGD - OTCQB:SNWGF) joined me to recap the October 10th news release reporting results from 7 drill holes at the Valley Deposit on the Rouge Project, in the Tombstone God Belt in the Yukon. The headlines holes were Hole 81, with 2.1 g/t gold over 433 meters, and Hole 84, with 1.3 g/t gold over 273 meters.   Scott elaborates on strategies for enhancing the current 7 million ounce resource, through steps such as infilling and stepping out, which have revealed better-than-expected grades. Scott also touches on the future direction of exploration, noting the potential economic implications of newly discovered lower-grade material that was previously classified as waste.   In addition to drilling updates, we also discuss the Company's commitment to environmental responsibility. The cleanup efforts at the historical Plata mining sites underscore Snowline Gold's dedication to sustainable exploration practices and community relations.    Looking ahead, there are pending assay results for over 24,600 meters across six targets in the Rogue and Einerson projects.    Click here to visit the Snowline Gold website to read over the recent news and learn more about the Company.   

Dave Kranzler, Fund Manager and Publisher of the Mining Stock Journal and the Short Seller’s Journal, joins me for a wide-ranging discussion on the truth and fiction in macroeconomic numbers from the government, what stocks he is shorting in the general equities, and what gold and silver stocks he is bullish on in the junior precious metals sector.  It’s a longer-format interview and we really cover a lot of ground in it.   We start off looking at the gulf between the macroeconomic numbers we get from the government reports, and the actual numbers showing up in the real world, and how to balance those out as investors trying to digest all of this.  When looking at inflation readings, or jobs numbers, or GDP estimates, there is a huge impact in the markets created in the way these metrics are calculated or massaged, and a large impact from the government’s own involvement and overspending. Even the Fed’s M2 figures, despite it coming down when looking at year over year percentages are misleading as the M2 supply has been growing since 2023. The manufacturing numbers show many parts of the US having been in recessionary territory for years now, and as a result, many consumers are strapped by higher than reported actual inflation in their daily lives, and big segments of the public are cutting back on discretionary spending.   When contrasting the economy with the moves in the markets, it is very much 2 different lenses to view things through, with the general S&P and Nasdaq indexes having continued to make all time highs most of this year.   Dave points out that if investors do their due diligence on individual companies that have been pushed to severe overvaluations, that there are still plenty of short-selling opportunities out there, citing his calls in Tesla (NASDAQ: TSLA), Super Micro Computer (NasdaqGS: SMCI), and more recently short calls on Harley-Davidson, Inc. (NYSE:HOG), and some of the US homebuilders.    Next we pivoted over to the drivers in gold from the eastern buying and BRICs countries central banks purchasing the monetary metal as the number 2 asset on their balance sheets after the US dollar.  We discuss the dearth of western demand for gold and the gold stocks considering the backdrop we are seeing with gold having hit all-time highs since the end of last year and all through this year. This leads us into a discussion about gold stocks where Dave sees a good value proposition, including Viva Gold Corp (TSX.V: VAU) (OTCQB: VAUCF), Cabral Gold Inc. (TSXV: CBR) (OTC: CBGZF), Heliostar Metals Ltd. (TSXV: HSTR) (OTCQX: HSTXF), and Integra Resources Corp. (TSXV: ITR) (NYSE-A: ITRG).   We then got into Dave’s silver price expectations, and 2 recent high-profile merger and acquisition deals where Gatos Silver, Inc. (TSX: GATO) (NYSE: GATO) is being acquired by First Majestic Silver Corp. (TSX: AG) (NYSE: AG), and where SilverCrest Metals Inc. (TSX: SIL) (NYSE American: SILV) getting bought out by Coeur Mining, Inc. (NYSE: CDE).   We then get Dave’s thesis on why he believes New Pacific Metals Corp. (TSX: NUAG) (NYSE-A: NEWP) will get rerated higher, to a better multiple on the economic studies they just released on 2 different projects.   This leads into a discussion on what the appropriate metals prices assumptions should be in economics studies, and why more companies in the PM sector are not at least highlighting their robust project economics at somewhere close to spot prices.  Wrapping up ponder if the valuations and momentum trading will come back to the PM juniors, or if this time really is different?   Click here to learn more about Dave’s newsletters and service.

Jason Jessup, CEO and Director of Magna Mining (TSX.V: NICU) (OTCQB: MGMNF), joins us to unpack a number of key Company milestones all just achieved in the last few months, including the transformative move into copper and nickel production at the McCready West mine in Sudbury, Canada.  We dive into the details of the recently announced acquisition of multiple polymetallic prior producing mines and exploration projects around the Sudbury Basin, the results of the Preliminary Economic Assessment (PEA) from Crean Hill, and the results of the recent bulk sample processing from the 109 Footwall at Crean Hill.  Additionally, we review the conditional approval for the Federal Critical Mineral Infrastructure Fund that was just received, to help fund further studies and future development of their projects.   Their move into copper production was announced on September 12th, highlighting an agreement with a subsidiary of KGHM International Ltd. to acquire a portfolio of base metals assets located in the Sudbury Basin that includes: the producing McCreedy West copper mine, the past-producing Levack mine, the past-producing Podolsky mine, and past-producing Kirkwood mine, as well as the Falconbridge Footwall (81.41%), Northwest Foy (81.41%), North Range and Rand exploration assets.  Jason outlines how he and multiple members of the Magna Mining team had worked at and run the McCreedy West and Levack Mines in the past when with FNX Mining, so that they are very familiar with these assets.  While the current flagship will be the McCreedy West Mine, he also lays out the development pathway for bringing back into production the Levack Mine in 2026, and the Podolsky Mine by late 2027.   Shifting over to the Crean Hill Mine Project,  Jason reiterated that their management team and board is still very interested on developing this asset and moving it towards production by 2027.   The PEA was just released to the market on September 17th and highlighted a Pre-tax NPV (8%) of $265.3 million and an Internal Rate of Return ("IRR") of 142% at conservative metal prices. There would be a low pre-production capital cost of $27.7M following AdEx period; and a payback of pre-production period capital within the first year of commercial production, and payback of all capital including AdEx period capital within the second year of commercial production.  Crean Hill would have an average underground production rate of 2,200 tonnes per day ("tpd") consisting of 1,650 tpd of higher-margin primary feed and 550 tpd of lower grade, incremental feed.     We also reviewed the completion of the recent initiative to mine surface bulk sample at the 109 Footwall Zone at Crean Hill, which commenced on July 2, 2024, and then process the material through the Sudbury Integrated Nickel Operations' ("Glencore") Strathcona Mill, which was completed on September 7, 2024. A total of 20,524 dry tonnes of feed (see Table 1) from the 109 FW Zone was processed over a 5-day period. Concentrate was produced which will be processed through Glencore's Falconbridge Smelter.  Jason reiterated that this surface bulk sample program was successful and acquired much of the data required to fully assess the base case metallurgical performance of the 109 FW Zone. Additional testing is being completed on samples collected during the program and will be used to advise future test work, and the ultimate pathway towards nickel, copper, platinum, palladium and gold production in the prolific mining district in Sudbury.   Additionally, back on March 27, 2024, Magna announced the signing of a Definitive Offtake Agreement for advanced exploration at Crean Hill with Vale Canada. The Vale agreement excluded the 109 FW Zone as Magna wanted to explore other processing options to improve recoveries for the copper-PGM rich mineralization in this zone.  These two agreements with both Glencore and Vale demonstrate the various options for Magna to do future toll-milling agreements and  grow their mining business in the Sudbury region.   Lastly, on October 9th, Magna Mining announced that it has received notification from Natural Resources Canada (NRCAN) that pending final due diligence, certain initiatives at both the Crean Hill and Shakespeare Mines have been conditionally approved for funding from the Critical Minerals Infrastructure Fund (CMIF). The funding will support pre-construction activities to help advance clean energy and transportation infrastructure at both projects.*   If you have questions for Jason regarding Magna Mining, then please email us at [email protected] or [email protected].   In full disclosure, Shad is a shareholder of Magna Mining at the time of this recording.   Click here to follow along with the news at Magna Mining

Trey Wasser, CEO and Director of Dryden Gold Corp (TSX.V: DRY) (OTC: DRYGF), joins me for an exploration update at Gold Rock Camp, Sherridon, and Hyndman areas across their Dryden Gold District, in Northwestern Ontario, Canada.      We start off discussing the recent drill results from their Phase 5 drill program at the Elora area of the Gold Rock Camp Project,  reporting 30.72 g/t gold over 5.70 meters, including its highest-ever value of 313.00 g/t over 0.55 meters from hole KW-24-017.  This was also the deepest hole the company has drill to date with the best results, which points to significant potential at depth in these mineralized shoots. This Phase 5 exploration program consisted of nine drill holes totaling 1,598 meters focused on the depth expansion at Elora and Big Master 1 gold systems and infill drilling at Big Master 2.  Trey describes some of ongoing work and targets tested at both Big Master 1 and 2, and how this whole area is very similar to the Red Lake area geologically.    Next we widened the scope to discuss 2 other key areas of exploration focus on their land package, with surveys and field work vectoring on future drill targets at both the Sherridon and Hyndman areas of the Project.    Trey also outlined the recent financing that was increased three times due to unprecedented demand from institutions and high net worth investors, showing they have access to capital in an environment challenging to many junior resource companies, and have the budget to keep the drills turning.  We also reviewed that this $5Million of capital raised, gives them the funds to make their final payment to Alamos Gold next year, to own the property 100%.     If you have any questions for Trey regarding Dryden Gold, then please email me at [email protected].   Click here to follow the latest news from Dryden Gold

Brien Lundin, Editor of the Gold Newsletter and our host at the New Orleans Investment Conference joins me to discuss the current trends and future prospects of the gold market. Despite a slight decline since late September, gold continues in an uptrend with dips being generally shallow.    Looking at the gold chart, Brien notes technical indicators like Bollinger Bands, which have historically signaled pauses and subsequent rallies within bull markets. He also addresses the relative resilience of gold amidst a rising U.S. dollar and interest rates, suggesting broader financial system worries might be driving the parallel increase in gold prices.    We also discuss the performance of major and mid-tier gold miners, noting their financial successes and the potential shift towards increased M&A activities as they seek to maintain growth and appeal to generalist investors.    On the silver front, Coeur Mining's acquisition of SilverCrest is highlighted, underscoring the industry's ongoing consolidation trend. Brien also touches upon the current exploration landscape, noting high-grade discoveries, and potential opportunities in existing resource-rich juniors.    Looking ahead, we discuss what to expect from the 50th anniversary of the New Orleans Investment Conference from November 20th-23rd. Renowned speakers and industry experts are set to provide valuable insights, with a money-back guarantee that reinforces the conference's commitment to delivering substantial value to attendees.   Click here to learn more about the New Orleans Investment Conference on November 20-23. 

Welcome to another episode of Stock Talk on The KE Report. Quinton Hennigh, Geologist, Private Investor and Geologic Consultant to Crescat Capital joins me to share his thoughts on the following four companies.  Inflection Resources - CSE:AUCU - OTCQB: AUCUF Kootenay Silver - TSX.V:KTN - OTC:KOOYF Borealis Mining - TSX.V: BOGO Sierra Madre Gold & Silver - TSXV: SM - OTCQX: SMDRF All of these companies have been interviewed on our show in the last couple week. Here are links to all those interviews... Inflection Resources – Updates on Duck Creek Project with Exploration Partner AngloGold Earning In  Kootenay Silver – Drill Results From The Columba Project Expanding D-Vein, More Information On Over 10,000 Meter Still To Be Drilled Borealis Mining – Focused At The Borealis Mine, Nevada; 2 Gold Pours Since Listing, Drill Results Coming  Sierra Madre Gold And Silver – Ramping Up Towards Commercial Production By Year-End At The La Guitarra Mine      

Mike Burke, Director and VP of Corporate Development at Sitka Gold (TSX.V:SIG - OTCQB:SITKF - FRE:1RF) joins me to discuss the October 9th news reporting visuals from 2 drill holes drilled at the Rhosgobel Intrusion, on the RC Gold Project in the Yukon. The Rhosgobel Intrusion is 5km south of the Blackjack Deposit.    Mike details the historic, limited shallow drilling back in 1995 by Kennecott. We then discuss when the Company expects to receive the assay results from the lab and the plans to explore the other targets in the area (see Figure 5 posted below). With 2 drill rigs turning on the project the Company is also working to expand the Blackjack Deposit.    If you have any follow up questions for Mike please email me at [email protected].    Click here visit the Sitka Gold website to learn more about the Company.

Sean Brodrick, Editor of Wealth Megatrends and contributing analyst to Weiss Ratings Daily, joins us to review the pullback we’ve seen this week in gold, silver, and the PM mining stocks, but the opportunities presenting investors in the utilities, uranium, and nuclear power stocks.   We start off discussing the correction and consolidation we’ve seen over the last week in gold, silver, and the PM stocks, and why he is just holding onto his existing positions in the metals and miners to keep riding out the longer-term trend to higher levels after this pullback is worked through. He outlines the Chinese economy as a driving factor in the markets this week, as well as uncertainty around the upcoming US elections. Sean reiterated his call for up to $6,000 gold in the next 3 years, so he is still bullish on the precious metals complex longer-term.      The conversation then pivots into the opportunities Sean is seeing in the companies that can position around the growing demand for electricity for a myriad of reasons.  He highlights Quanta Services (NYSE:PWR), as a utility company that has other divisions in grid rehabilitation and sourcing power for upcoming data center builds.   In addition to the upward trends in utility stocks, we’ve also seen a big rebound in the uranium stocks the last few weeks. We discuss the bright future for more nuclear power, and the opportunities in stocks that can build out small modular reactors or supply the utility companies with the uranium and enriched nuclear fuel so necessary in the West.   Click here to follow along with Sean’s work at Weiss Ratings Daily and Wealth Megatrends   Click here to learn more about Resource Trader

Darcy Marud, President and CEO of Western Exploration (TSX.V:WEX - OTCQX:WEXPF) to discuss the October 7th news reporting the first drill hole result from the ongoing 4,000 meter 2024 exploration program focused on expanding the current Gravel Creek Deposit on the Aura gold-silver Project, in Nevada.    The 2024 program aims to explore a large area around the Gravel Creek deposit, extending drilling efforts to the northeast and southwest. Additionally, there is potential in the gap zone between Gravel Creek and Wood Gulch. This first hole was an 80 meter step-out to the north-east with the other 3-5 holes from the program all stepping out from the current deposit. Darcy explains how the initial result compares to the 2023 high-grade results and what it could mean for resource expansion.    On the overall strategy of the Company we have Darcy recap the other resource at Doby George, also on the Aura Project, which is moving towards a Preliminary Economic Assessment (PEA). We have Darcy outline how the Company is planning to advance both the resources, at Doby George and Gravel Creek.   If you have any further questions for Darcy please email us at [email protected] and [email protected].    Click here to visit the Western Exploration website to read over the recent news.  

Tara Christie, President and CEO of Banyan Gold (TSX.V:BYN - OTCQB:BYAGF) joins me for a video interview to provide an overview of the AurMac Gold Project, in the Tombstone Gold Belt in the Yukon. The project currently has a 7 million ounce gold resource.    Tara outlines the Company's strategic focus on expanding the resource through additional drilling and provides a detailed look into the geological model and ongoing exploration. She also provides comparisons to other regional deposits highlighting the project's potential, with exploration aimed at identifying additional higher-grade resources.   If you have any follow up questions for Tara please email me at [email protected].    Click here to visit the Banyan Gold website.

Matt Badiali, Editor of The New Energy Investor published under Mangrove Investor, joins us to discuss the complexities surrounding the supply and demand of critical minerals. The conversation delves into the increasing demand driven by industries such as EVs, AI, and solar panels, contrasted with the slow response in mining supply due to outdated systems and social challenges related to mining.    Matt examines the future implications for mineral prices, drawing parallels to past oil market behaviors, and highlights potential investment opportunities in critical minerals, especially in companies with significant deposits and those represented in ETFs.   Click here to visit the Mangrove Investor website to follow along with what Matt is writing.

Dave Erfle, Editor of the Junior Miner Junky joins us to discuss the current pullback in gold, silver and the underlying equities. We also look at the changing political landscape in Mexico and the SilverCrest US$1.7billion takeover.    Dave provides insights into gold's correction after a lengthy bullish streak and highlights geopolitical factors like tensions in the Middle East, which previously propped up gold prices. We also consider the implications of a strong dollar and higher interest rates on the commodities sector.    We then analyze the performance and future outlook of gold stocks, using GDX and GDXJ as references, amidst record high gold prices and earnings.    On the silver front we discuss market dynamics and recent M&A activities in the sector, with SilverCrest being acquired for US$1.7billion by Coeur Mining. We balance the necessity for consolidation in the silver mining industry, the strategic significance of certain geographies for development assets, and the evolving investor confidence in Mexican mining projects under new leadership.   Click here to visit the Junior Miner Junky website to learn more about Dave’s investment letter. 

Erik Wetterling, Founder and Editor of The Hedgeless Horseman website, joins me to discuss three junior gold exploration companies with recent news out to the market; where he is attracted to the current value proposition.   Inflection Resources Ltd. (CSE: AUCU / OTCQB: AUCUF / FSE: 5VJ) provide an update on October 3rd, on its Phase II exploration program at their Duck Creek Project in New South Wales, Australia conducted under an Exploration Agreement with AngloGold Ashanti Australia Ltd. Drill Hole DCKDH020 intersected the strongest hydrothermal alteration of all holes at Duck Creek and the entire New South Wales exploration program.   Headwater Gold (CSE: HWG) (OTCQB: HWAUF) announced on October 7th, that it has identified multiple high-priority drill targets and has finalized plans for the Company’s maiden drill program on its 100% owned TJ project located in northeast Nevada   Tectonic Metals Inc. (TSX-V:TECT) (OTCQB:TETOF) announced September 11th, the initiation of the 2024 drilling program at the Company's flagship, Flat Gold Project in southwestern Alaska. This program only marks Tectonic's second year of drilling at Flat, an expansive, district-scale intrusion-hosted gold system hosting six intrusion targets.  On October 4th, the Company announced it closed the first tranche of its extended C$1.0 million non-brokered private placement offering, and that together with the original offering (announced August 19, 2024), they have closed an aggregate of C$3,657,459 in gross proceeds.    * In full disclosure, the 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 visit Erik’s site – The Hedgeless Horseman

Jim Tassoni, CEO of Armor Wealth Strategies, joins me to explain his current investment strategies amid shifting market conditions.    Jim shares his recent bond market strategy, including a large short position on the TLT as a play on the yield curve normalization.    We delve into the prospects of tech stocks, focusing on the advantages of large-cap stocks over small-caps. Jim also outlines a contrarian strategy in the real estate sector, with a long position in Simon Property Group and hedged shorts in Ventas and Welltower.    We then shift to commodities, focused on gold miners, considering historical price resistance levels and potential profit margins. We discuss Jim’s expectations for the UUP Dollar Index Fund amid potential market volatility and geopolitical uncertainty.   Click here to visit the Armor Wealth Strategies website to keep up to date with Jim and what he’s trading.   

Mike Gingles, the new VP of Corporate Development at Heliostar Metals (TSX.V:HSTR - OTCQX:HSTXF - FRA: RGG1) joins me to discuss the fast evolution of the Company into a gold producer in Mexico.    I start by having Mike share his extensive 30-35 years of experience in the mining industry, working across various countries and sectors such as copper and gold mining. Mike then outlines Heliostar's swift transformation from an exploration company to a gold producer in Mexico, fueled by recent strategic acquisitions, including the high-grade Ana Paula Project and two producing mines from Argonaut. These acquisitions aim to enhance Heliostar's portfolio, stabilize cash flows, and support future developments.    Please email me at [email protected] with any follow up questions for Mike or Charles.    Click here to visit the Heliostar Metals website to learn more about the Company.

David Garofalo, Chairman and CEO of Gold Royalty (NYSE:GROY) joins us to provide a corporate overview of the key assets and organic growth forecasts for the Company.    We start with an overview of  the company's rapid expansion from 18 royalties since its inception in late 2020 to over 240 today. David outlines Gold Royalty's four pillars of growth: royalty financing, third-party acquisitions, corporate M&A, and royalty generation.    David provides insights into projected revenue growth and key assets like the Cote Mine and Canadian Malartic, highlighting their contribution to the anticipated 160% revenue growth this year. We also discuss Gold Royalty's market valuation and royalty acquisition strategy moving forward.   If you have any follow up questions for David please email us at [email protected] and [email protected].    Click here to visit the Gold Royalty website.

Craig Hemke, Editor of TF Metals Report, joins us to review the elevated oil, gold, and silver price levels, in context with the geopolitical and macroeconomic factors.  In lieu of the higher US dollar and interest rates, gold and silver have held up well, however, the gold and silver equities have just not fared as well lately, despite just likely putting in record revenues in Q3.   Craig wonders if the markets are seeing the rising crude oil prices and extrapolating that out to rising costs in the PM miners.  We take a deeper dive into his outlook on silver price overhead resistance levels, and if there is a chance to take out the all-time highs around $50.  Additionally, we review the trend of 10.3% annualized gains in silver since the Great Financial Crisis, in 2009.    Wrapping up we dive into different bigger picture macroeconomic trends in inflation, jobs, Fed policy, and the burden of growing US debt payments, and those themes still hold the potential for future demand driven by institutional investors and generalist investors that wake up to precious metals as a store of value.   Click here to visit Craig’s website – TF Metals Report

TG Watkins, Director of Stocks at Simpler Trading and Editor of the Profit Pilot website joins us to discuss recent market trends, including market choppiness and elevated volatility. He expresses optimism about the overall bullish outlook, particularly in light of the Fed's rate cutting cycle and upcoming elections.    The discussion expands to precious metals, highlighting significant uptrends in gold and silver, and explores opportunities in uranium and nuclear energy stocks, including companies dealing with small nuclear modular reactors and the rise of AI and data centers' impact on electricity demand. TG provides insights into potential investment strategies, emphasizing the timing of market entries and the importance of understanding industry narratives.   Click here to visit TG’s site - Profit Pilot

Alex Scanlon, Managing Director and CEO of Barton Gold (ASX: BGD) (OTCQB: BGDFF), joins me to review ongoing exploration and development work programs and news over the last few months, at both the Tunkillia and Tarcoola Projects in South Australia, as well as new regional targets.   We start off reviewing the updated Tunkillia Gold Project JORC Resources that have grown earlier this year to 1.5Moz Au, and that the company is doing more derisking work and exploration to optimize inputs that went into the Initial Scoping Study released on July 15th, to continue to build scale for a large bulk-tonnage open pit development scenario.   Next we transitioned over to the Tarcoola Project, and some of the recent exploration success and new Tolmer Gold system discovery and expansion in the 10,000 meter drill program carried out between May and July of this year. Alex points out that Tarcoola gives the company optionality in that it is a higher-grade open pit that could be trucked up to their 100% owned Central Gawler Mill to bring in revenues and augment the development funds needed down at Tunkillia.   The company has just launched a 10,000 meter regional aircore (AC) drilling program begins on Lake Labyrinth Shear Zone (LLSZ), targeting large-scale alteration along strike from Indiana Resources’ high-grade Minos Project.   There are several regional targets that will be tested in this program, and then the drill rig will move back to Tarcoola and Tunkillia to test a few more targets near the know resources.   If you have any questions for Alex about Barton Gold, then please email me at [email protected].   Click here to see the latest news from Barton Gold

Paul Schubach, COO of EMP Metals (CSE: EMPS - OTCQB: EMPPF) joins me to discuss recent drill results from the Viewfield Project in Saskatchewan. Topics include the 10-kilometer step out drilling in the northern part of the Viewfield property, concentration comparisons, and the significance of the Souris River zone for future exploration.    Paul elaborates on the objectives and outcomes of recent step-out drilling activities. The drilling extended 10 kilometers north of the initial discovery well, aiming to confirm and expand the resource's potential. I ask Paul about concentrations encountered at the newly drilled well compared to the wells in the southern part of the property. Despite slightly lower concentrations, results are in line with expectations and critical for resource assessment.  The conversation shifts to future exploration strategies, emphasizing the Souris River zone and plans for further vertical and horizontal wells exploration. EMP Metals is also updating the resource estimates, integrating new data from recent drilling efforts. Near-term milestones include flow testing to determine brine deliverability and reservoir performance.   If you have any follow up questions for Paul and the team at EMP Metals please email me at [email protected]      Click here to visit the EMP Metals website to learn more about the Company and assets.    

Marc Chandler, Managing Partner at Bannockburn Global ForEx and Editor of The Marc To Market website, joins us to review a number of macroeconomic factors moving the markets.  We delve in to the better-than-expected jobs report on Friday, with the 2 prior months being revised upwards, along with better GDP expectations, lower US and global inflation metrics, and better ISM manufacturing readings than many anticipated in an environment where so many have been continuing to call for an imminent recession all year long.     With the macroeconomic data actually much better than most were calling for the last few months, this has Marc thinking the "soft landing" expectations are still front and center. Central banks globally are continuing to cut interest rates, it has many other currencies dropping faster than the US dollar, and so with the US economics on solid footing, this has been putting an upward bias in the greenback.     Marc also shares a nuanced take on the commodities sector that has continued to be well-bid in the face of a stronger dollar, and he points to the complex geopolitical concerns underpinning the oil market, and the impact of the measure the Chinese government is taking to stimulate their economy and real estate sector, in addition to consolidating certain industries and boosting consumer confidence, that may be underpinning the strength in base metals and other commodities.   Click here to visit Marc’s site – Marc To Market.