The KE Report

Brien Lundin, editor of the Gold Newsletter and New Orleans conference host, gives a PDAC recap full of industry optimism. He discusses how cut-off grades can suddenly inflate resource counts. Exploration stories and standout juniors take center stage. He also highlights emerging themes like tungsten and a rare dual bull market in monetary and base metals.

Craig Nicol, founder and CEO of Graphene Manufacturing Group, leads the company’s move to commercial-scale graphene and product commercialization. He outlines the Gen2 plant scaling to 10 tonnes, real-world testing with Tickford Racing, THERMAL‑XR’s path to EPA consent and data center cooling potential, progress on G® Lubricant and SUPER G® trials, and development of graphene aluminum‑ion batteries.

Joel Elconin, co-host of Pre-Market Prep and founder of the Stock Trader Network, offers market commentary on slipping momentum. He discusses choppy major averages and geopolitical pressure driving oil and inflation. He breaks down Nvidia’s post-earnings drop, Berkshire’s cash moves, software’s relative strength, and whether gold and silver have topped out.

Tim Shearcroft,  CEO and Co-Founder of BP Silver Corp. (TSXV: BPAG), joins me for a review of some bonanza-grade final assay results from the remaining eight drill holes of its eleven-hole Phase I drill program at the Cosuño Silver Project in Bolivia. We discuss the follow up geophysics survey and goals of the Phase II exploration program. Additionally, the Company is working on finalizing the title at their Titiri Project, located in a major under-explored silver belt with Tier 1 discovery potential.   Phase I Highlights:   Drilling intersected multiple zones of high-grade silver mineralization at the Pocañita Chica target: Diamond Drill Hole # CO-0008 returned 5m @ 600.4 g/t silver, including 1m @ 1655 g/t silver; Diamond Drill Hole # CO-0009 returned 1m @ 526 g/t silver and 6m @ 147 g/t silver. The Program achieved its primary objective of confirming silver mineralization within the lithocap beneath surface geochemical anomalies, materially de-risking Cosuño. Silver mineralization was intersected in all four targets tested across an approximately 2.7 km NE-SW corridor, confirming the presence of a robust silver and polymetallic system which remains open for expansion along strike and at depth.   The Program successfully tested key zones along a 2.7 km structural trend, returning significant silver intercepts at the 4 targets tested to date (Figures 1 to 3):   Pocañita Chica – Broad mineralized envelopes with high-grade silver intervals hosted in hydrothermal breccias. Pocalleta – Structurally controlled vein mineralization confirming depth potential. Jalsuri – High-grade silver intercepts with gold 2.7 km northeast of Pocañita Chica, indicating district-scale continuity. Benhur – Additional silver mineralization along the same structural corridor.   Additionally, their team is working with the government to finalize obtaining the title to begin exploration on their Titiri Project.  Titiri was staked over a large land concession containing outcropping mineralization historically explored by ASARCO.  This Project contains a 2.5km-long silver-lead-zinc zone, with excellent historical trench results, that was never drilled. Titiri is a very High Priority structural setting at the intersection of several major crustal-scale faults, along which multiple deposits occur.  There is a MOU in place with local communities, and they’d like to get on the ground for exploration in mid-2026.     If you have any questions for Tim regarding BP Silver, then please email those into me at Shad@kereport.com.   Click here to follow the latest news from BP Silver Corp   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.

John Miniotis, President and CEO of AbraSilver Resource Corp, leads advancement of the Diablillos silver‑gold project. He discusses Argentina's RIGI approval and what that means for project economics. He outlines the upcoming updated resource estimate, Definitive Feasibility Study, EIA permit timing, and an active Phase 6 exploration program.

Darrell Fletcher, Managing Director of Commodities at Bannockburn Capital Markets, brings front‑row insight from the trading desk. He discusses the Strait of Hormuz shutdown and its scale. He explains why crude moves are muted despite the shock. He covers regional natural gas divergence and aluminum’s surprising surge. He also tackles exchange outages and trading behavior under stress.

Sam Spring, President and CEO of Kincora Copper, leads a copper-focused prospect-generator strategy in Australia with major partnerships like AngloGold Ashanti. He discusses large partner-funded earn-ins, pivoting assets from Mongolia to New South Wales, near-term drilling at Condobolin, and plans to advance Trundle, Fairholme and other projects while leveraging partner funding.

Roger Rosmus, founder and CEO of Goliath Resources, leads exploration at the Golddigger property in B.C.'s Golden Triangle. He reviews 2025 drilling that added multi-element assays, boosting grades by about 16.5%. They discuss visible gold prevalence, standout multi-element intercepts, plans for an expanded 2026 drilling campaign, and the company’s strong treasury backing further growth.

Jordan Rusche, founder of Mining Stock Monkey and precious metals and energy analyst. He digs into oil volatility from Middle East tensions and why fundamentals matter over headlines. He breaks down the Devon–Coterra merger rationale and scale benefits. He highlights value in Endeavour, flags B2Gold operational risks, and explains growth and diversification in royalty plays like Royal Gold and Altius.

Patrick Highsmith, chairman and co-founder of FireFox Gold, discusses Mustajärvi’s standout drill results and exploration plans. He highlights a 7.6 m intercept grading 32.25 g/t gold and a very high-grade sub-interval. The conversation covers linking mineralized zones across a 1.1+ km strike, stacked lode geology, and plans for a 10,000 m 2026 drill program including the Triangle Target.