Podcasts about tsx

A collision of tightening macroeconomic conditions and physical commodity deficits is reshaping global markets. While major equity averages struggle beneath heavy institutional selling and the...

Erik Wetterling, Founder and Editor of The Hedgeless Horseman website, joins us to review the value proposition that has his attention in 3 junior gold and copper exploration stocks, that have put out compelling news in the recent past and that have key alpha growth catalysts on tap in the medium-term.   The companies we discussed in the interview are:   FireFox Gold Corp. (TSX.V:FFOX)(OTCQB:FFOXF) – On September 14, 2026, the Company reported assay results from seven additional drill holes completed at its 100%-owned Mustajärvi Gold Project in Lapland, Finland. Most of these holes were drilled well to the southwest from the recent focus at the East Zone, including one hole (26MJ030) that is the first of a two-hole fence testing the western strike extension of the Northeast Zone. The drill also returned to the Central Zone, which has seen only sporadic drilling in recent years, with three holes on the western side of that lode. This round of results also includes three holes into the gap between the Central and Northeast Zones.   * This interview was recorded on Tuesday morning, and then on Wednesday morning Firefox released another exploration result that further animated the marketplace: On September 16, 2026, FireFox Gold announced the discovery of the "Lammas Zone" at its 100%-owned Mustajärvi Gold Project in Lapland, Finland. Lammas is a newly recognized high-grade gold-mineralized zone that is nearly a kilometre east of the main Mustajärvi Shear Zone (MSZ). The discovery drill hole, 26MJ032, intersected several gold-mineralized intervals, highlighted by: 21.0m averaging 4.13 g/t gold from 114.0m depth, including 1.0m at 21.6 g/t gold, and; 4.2m averaging 3.41 g/t gold from 138.0 metres depth   ** Cory will be hosting a webinar with Patrick Highsmith, Chairman of FireFox Gold, this Friday September 18th at 9:00am (Pacific Time).   Click on the link below to register for this webinar: https://event.webinarjam.com/gykm4/register/rg6k1hvm   Red Canyon Resources Ltd. (CSE: REDC | OTCQB: REDRF | Frankfurt: I91) – On September 14, the Company announced the completion of its auger drilling and expanded soil geochemistry programs at its 100% owned Osiris Copper-Gold Project in central British Columbia.   The Company completed 31 truck-mounted auger drill holes testing areas at the Camp, Twin Peaks, Rhino, and Nautilus targets, all under glacial till cover. In most cases, auger drill holes were able to penetrate up to 15 cm into the bedrock and recover chip samples.   Importantly, two holes at the northern end of Nautilus drilled into altered hornblende porphyry, one of which intersected quartz veining with pyrite and chalcopyrite.   Irving Resources Inc. (CSE:IRV)(OTCQX:IRVRF)(FSE:1IR) - On September 14, the Company announced that its aggressive 2026 4-rig drill program at its Omu gold-silver project is underway. One diamond drill rig, Irving's own Zinex A5, is currently testing shallow silica-rich gold-silver mineralization at the Nanko target, part of the Omui mining license. Two diamond drill rigs are testing mineralization that is part of the JX/Irving collaboration within the Honpi mineralized zone of the Omui mining license. A fourth diamond drill is actively drilling extensions of the Omu Sinter deposit. Highlights of the 2026 drill program are as follows: Holes recently completed at Nanko have all encountered extensive shallow, intensely silicified volcanic rocks and hydrothermal breccias and veining. Sulfide minerals are readily evident where rocks are unoxidized. Irving believes a large volume of gold-silver-bearing silica is potentially present at Nanko. This season's drill program is designed to outline the footprint of this system. Drilling at Nanko is immediately south of the area defined at Omui that is subject to an option by JX Advanced Metals Corporation. Two holes are currently being drilled in the JX/Irving collaboration area at Omui. These holes are follow-up to previous drilling which tested silicification and mineralization at shallow depths. Drilling of these holes has just recently begun but are already showing hydrothermal breccias and veining.       Click here to follow Erik's analysis over at The Hedgeless Horseman website   * In full disclosure, some companies mentioned by Erik in this interview, are positions held in his personal portfolio, and they may also be site sponsors of The Hedgeless Horseman website at the time of this recording.         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.  

This episode we are joined by Mr. Darcy Reding - CEO of Cavvy Energy - a TSX listed energy company with a market cap of ~$700 million. Mr. Reding previously served as the Vice President of Operations & Geoscience at NAL Resources Management until the acquisition by Whitecap Resources in Q1 2021. Mr. Reding has 35 years of energy technical and leadership experience that spans across the upstream and midstream segments at NAL and previously with Norcen Energy, Northrock Resources, Samson Exploration and Enterra Energy Trust. Mr. Reding graduated from the University of Calgary with a Bachelor of Science in Chemical Engineering and is a Professional Member of the Association of Professional Engineers and Geoscientists of Alberta (APEGA).Among other things we learned about Building North America's #1 Independent Gas Storage Company.Enjoy.Newsletter: Subscribe HereThank you to our sponsors.Without their support this episode would not be possible:Connate Water SolutionsATB Capital MarketsRemote Power CorpBunch Projects-*This podcast is for informational and educational purposes only, and is not intended as investment advice. Please do your own research, and consult professionals directly before making any investment decisions.Support the show

  As macro fault lines widen from Treasury intervention to global reserve diversification, markets are flashing sharply conflicting signals across commodities and headline equities. This...

This episode we are joined by Mr. Toby McKenna - CEO of Rockpoint Gas Storage - a TSX listed gas storage company with a total equity value of ~$3.4 billion. Mr. McKenna is the Chief Executive Officer at Rockpoint responsible for the management and performance of the corporation's storage and retail distribution assets. He brings to Rockpoint Gas Storage over 30 years of experience in the energy industry with leadership roles across a wide spectrum of disciplines including gas storage and marketing, midstream operations, energy trading, business development and Acquisitions and Divestitures. From 2014 to 2020 he was cofounder of Tidewater Midstream Ltd. where he served in multiple roles including Director, President and CEO, Vice President of Business Development & Commercial and most recently as President, Midstream. From 2010 to 2014, he was Vice President, Natural Gas Trading for Castleton Commodities Canada and prior thereto was cofounder of its predecessor, Louis Dreyfus Energy Canada in 2003.Mr. McKenna obtained his Bachelor of Business Administration from Saint Francis Xavier University, Nova Scotia (1994). Among other things we learned about Building North America's #1 Independent Gas Storage Company.Enjoy.Newsletter: Subscribe HereThank you to our sponsors.Without their support this episode would not be possible:Connate Water SolutionsATB Capital MarketsRemote Power Corp-*This podcast is for informational and educational purposes only, and is not intended as investment advice. Please do your own research, and consult professionals directly before making any investment decisions.Support the show

Elaine Ellingham, President and CEO, and Jason Brewster, VP of Operations, for Omai Gold Mines Corp. (TSX.V: OMG) (OTCQB: OMGGF), both join me for a special video presentation and visual review of the updated Preliminary Economic Assessment and an exploration update, from the combined Wenot and Gilt deposits at the Company's 100%-owned Omai Gold Project in Guyana, South America.    The Omai Gold Property hosts two orogenic gold deposits: the shear-hosted Wenot Deposit and the adjacent, intrusion-hosted Gilt Deposit, with a combined total mineralization in the updated Mineral Resource Estimate (MRE) of ~8 million ounces of gold in all categories.   2,495,000 ounces of gold (Indicated MRE), averaging 2.04 g/t Au in 38.1 Mt and 5,465,000 ounces of gold (Inferred MRE), averaging 1.59 g/t Au in 106.6 Mt    Highlights of Omai Project Preliminary Economic Assessment   6.327 million ounces of gold (“Au”) projected life-of-mine (“LOM”) payable production over 18 years $4.0 billion after-tax net present value at a 5% discount rate at base case $3,600/oz gold, increasing to $5.5 billion at $4,200/oz gold 24% after-tax internal rate of return at $3,600/oz gold, increasing to 30% at $4,200/oz gold $1.427 billion initial capital and sustaining and growth capital of $928 million over LOM 4.1 year payback at $3,600/oz gold, decreasing to 3.4 years at $4,200/oz Au $1,501/oz gold average cash operating costs and all-in sustaining costs (“AISC”)1 of $1,608/oz $8.093 billion cumulative after-tax cash flows2 over 18 years 351,488 oz Au per year projected average production over LOM, with peak year gold production reaching 435,667 ounces 1.35 g/t Au average head grade and 93% process recovery 5.9:1 average strip ratio for the open pit LOM   This updated PEA, reinforces the potential for Omai to become a very large-scale mining operation with a clear path to bringing significant economic benefits to the people of Guyana.   We also discuss the dual path of the company now, split between ongoing exploration, and all the project derisking being factored into development and the upcoming updated economic study.     If you have any questions for Elaine or Jason regarding Omai Gold Mines, then please email those to me at Shad@kereport.com.   Click here to see the latest news from Omai Gold Mines.     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.        

Tara Christie & Banyan Gold Tara grew up learning from her dad, who was in gold mining. Today she is the President and CEO of Banyan Gold Corp, which has projects in the Yukon focused on high grade gold deposits. Banyan currently has multiple projects showing great promise for mining, and Tara talks about some of their newest discoveries. If you want to know what they are doing differently than other companies, you won't want to miss this show! Tara also teaches great lessons on things to look for and questions to ask before investing in a junior mining company. She believes that the average investor should be learning more about gold, gold exploration, and gold mining. While you can see her in person at the Rule Symposium and the New Orleans Investment Conference, you can also learn more about Banyan Gold, their projects, and their discoveries on their website (see link below). If you've been considering investing in gold mining, use the information here to help you learn more! TSX.V: BYN OTC: BYAGF http://www.BanyanGold.com Our Links: www.RealPowerFamily.com Info@RealPowerFamily.com 833-Be-Do-Have (833-233-6428

  Macroeconomic uncertainty, persistent inflation, and geopolitical conflicts are reshaping capital flows across the commodity complex. This episode brings together precious metals and energy sector...

(Recorded August 6, 2026).This episode we are joined by Mr. Tony Marino - CEO of Tenaz Energy - a TSX listed energy company with a market cap of ~$2 billion. Mr. Marino is the former President and Chief Executive Officer of Vermilion Energy, Baytex Energy and Dominion Exploration Canada, with additional management and technical experience at AEC, Santa Fe Snyder, Plains Resources and Atlantic Richfield. He holds a Bachelor of Science in Petroleum Engineering from the University of Kansas and an MBA from California State University, and holds the Chartered Financial Analyst (CFA) designation. In addition, Mr.Marino is a Non-Independent Director, Board, Tenaz Energy.Among other things we learned about $65 Million to $2 Billion: Building The Netherlands' #1 Gas Producer. Enjoy.Enjoy.Newsletter: Subscribe HereThank you to our sponsors.Without their support this episode would not be possible:Connate Water SolutionsATB Capital MarketsBunch Projects-*This podcast is for informational and educational purposes only, and is not intended as investment advice. Please do your own research, and consult professionals directly before making any investment decisions.Support the show

Interview with Keith Boyle, Director & CEO of New Found GoldOur previous interview: https://www.cruxinvestor.com/posts/new-found-gold-tsxnfg-construction-still-on-track-10918Recording date: 14th August 2026New Found Gold's transition from exploration company to emerging Newfoundland gold producer reached a milestone with its move to the TSX main board, a step CEO Keith Boyle frames as recognition of the company's operational progress over the past 18 months. The listing upgrade is intended to widen access to institutional capital and stock indices unavailable on the TSX Venture Exchange, with Boyle noting the company currently splits roughly 60% of trading volume on New York exchanges and 40% on the TSXV, and expects the TSX move to lift Canadian volume without reducing US liquidity.Operationally, the company is running a two-track strategy. Hammerdown, a smaller open-pit gold mine acquired as part of the Maritime Resources transaction, is being ramped toward a 20,000-25,000 ounce annual run rate and is expected to be declared in commercial production within months. Boyle was explicit that Hammerdown was never intended to be a major cash generator - its purpose is to cover general and administrative costs and exploration spend, freeing the balance sheet to focus on the larger Queensway project.Queensway itself is being built in phases rather than as a single large-scale mill, a decision Boyle said was made specifically to reduce the size of financing required at each stage. Phase one, a 700-tonne-per-day open pit feeding an expanded Pine Cove mill, is fully funded through to first ore delivery - targeted for the fourth quarter of next year - following a $220 million financing announced in April. The company expects production to climb toward 120,000-125,000 ounces annually by 2028 and 175,000-200,000 ounces from 2031, as later, larger phases come online.A key near-term catalyst is the forthcoming updated mineral resource estimate and preliminary economic assessment for Queensway. Rather than moving straight to a feasibility study, the company is choosing to publish an updated PEA so investors can see the full multi-phase project, since phases two and three have not yet received enough infill drilling to be classified beyond inferred resources. Phase one, by contrast, has been de-risked through 5-by-5-metre grade control drilling and orders already placed for the mill conversion, which Boyle said supports a feasibility-level capital cost estimate for that portion of the project.On exploration, New Found Gold is directing roughly 45% of its expanded 90,000-metre, $40-million-plus 2026 drill programme toward new discovery targets rather than infill - including strike extensions east of the high-grade core, ground picked up along the Appleton Fault from the November Exploits Discovery acquisition, and follow-up drilling at Pulse Pond/Greenwood Pond and Duder Lake. Boyle said per-ounce discovery costs have fallen from roughly $145 for the initial resource to below $100 currently, comparing favourably with M&A-driven ounce additions in the sector, which he put at $500-600 per ounce. For investors, the story combines a funded near-term production ramp with an aggressive, discovery-weighted exploration budget, and the updated Queensway study will be the next major data point to watch.View New Found Gold's company profile: https://www.cruxinvestor.com/companies/new-found-goldSign up for Crux Investor: https://cruxinvestor.com

In this episode, Neal and Ryan sit down with Arees Jiwani, President of TM Investments. Arees walks us through his journey from the Ivey Business School to helping build one of Canada's most rapidly growing financial services groups, going from seven employees to over 400 in a decade. We dig into RFA's acquisition of Street Capital, the launch of TM Investments in 2024, and the group's unique capital structure backed by long-term institutional investors and a wealth management arm based in the Cayman Islands.Arees shares why permanent capital is the name of the game in today's private lending market, how TM Investments approaches AA and AAA deals in the competitive GTA space, and where he sees the biggest opportunity hiding in plain sight: the $3 to $4 million home segment in prominent Toronto neighbourhoods. We also cover bridge financing, blanket mortgages, creative deal structuring, and TM's ambitious plans to scale well beyond the $300M mark.Show Notes00:00 Hosts' recap: big goals, permanent capital, and competitive GTA pricing01:30 Interview begins with Arees Jiwani02:13 From the Ivey Business School to RFA: the origin story04:00 RFA's growth story, from 7 employees to 400 in a decade05:39 The three gaps in the private market TM Investments was built to fill08:45 Breaking down the capital and infrastructure gaps in more detail09:44 Inside the Cayman Islands wealth management operation (Five Continents)12:06 The 20+ year investor relationships that anchor RFA13:09 The RFA and Artis REIT merger and TSX listing15:30 How TM Investments establishes truly permanent capital18:31 Why the LP structure won out over the MIC19:31 A walk through the RFA verticals20:55 Ideal borrower profile: business-for-self and bridge financing23:49 Underwriting the exit on bridge deals24:53 The case for blanket mortgages in today's market27:02 Beyond pricing: the step-up rate structure that wins deals30:22 Average mortgage term and payout timing32:05 The hidden opportunity in $3 to $4 million GTA homes37:14 Scale on their terms: the 3 to 5 year vision41:09 Opportunistic capital in a shrinking market42:56 Acquisitions as part of the growth playbook43:31 Bonus question: Flames or Leafs?45:11 Restaurant recommendations in Toronto and CalgaryResources:Keystone Capital GroupCPLP Instagram: @cplpodcastKeystone Instagram: @keycapgroupFind Neal On:Instagram: @neal.andreinoLinkedIn: Neal AndreinoFind Ryan on:LinkedIn: Ryan MacNeilE-mail: ryan@keycap.caENROL IN THE CPL NEWSLETTER:http://eepurl.com/FIKgpXhSbH

Arturo Préstamo Elizondo, Executive Chairman and CEO of Santacruz Silver Mining Ltd. (TSX.V: SCZ) (NASDAQ: SCZM) (FSE: 1SZ), joins us for a review of the strong Q2 2026 financial and operational results across their portfolio of 4 producing silver-zinc mines and ore feed sourcing business in Bolivia and Mexico. We also review a few of the key growth initiatives that the company has slated for 2026 across multiple projects.   Q2 2026 Highlights   Revenues of $113.5 million, a 55% increase year-over-year. Gross profit of $51.1 million, a 102% increase year-over-year. Adjusted EBITDA of $46.7 million, a 74% increase year-over-year. Cash and highly-liquid marketable securities of $72.8 million, an 82% increase year-over-year. Working capital of $86.1 million, a 43% increase year-over-year. Net income of $2.0 million, a 90% decrease year-over-year, reflecting the impact of the non-recurring tax event and non-cash CVR revaluation discussed below. Average realized price per silver ounce sold of $72.17, a 118% increase year-over-year. AISC per silver ounce sold of $21.87, a 25% increase year-over-year. Realized mining margin per silver ounce sold of $50.30, a 222% increase year-over-year. Average realized price per zinc tonne sold of $3,302, a 12% increase year-over year. AISC per zinc tonne sold of $2,219, a 46% increase year-over-year. Realized mining margin per zinc tonne sold of $1,083, a 24% decrease year-over-year.   We had Arturo unpack for listeners how the net income for the quarter was significantly impacted by two non-recurring tax events associated with changes in Bolivia's exchange rate and inflation assumptions, as well as a non-cash fair value adjustment related to the Glencore contingent value rights (CVRs). He points out that these items obscure the underlying strength of their operating performance this quarter.   The largest impact on net income was an unusually high $36.1 million income tax expense caused by two non-recurring events. One event was the result of the revaluation of the Boliviano following the change in the official exchange rate from 6.96 to 9.77 Bolivianos per U.S. dollar, a 40% decrease. The income tax expense was also impacted by a non-recurring taxable gain related to a reduction in their decommissioning and restoration provision, which was driven by forecasted lower inflation over the lives of our mining operations in Bolivia. Additionally, their net income was further affected by a $15.8 million non-cash fair value adjustment to the consideration payable balance arising from the CVRs granted to Glencore. The value of the CVR liability is merely a valuation of the payouts that could occur up to the end of 2032. The payments are only triggered when the month's average LME zinc price exceeds $3,850 per tonne, a threshold that has not been exceeded since the inception of the agreement in 2024. Its important to consider that any payments triggered by higher zinc prices would be accompanied by increased sales revenues from the higher price. Excluding the loss from the change in fair value of the CVR, net income for the quarter would have been $17.8 million.”   At Bolivar silver production increased 32% quarter-over-quarter to 343,522 ounces, driven by ongoing recovery efforts in the areas affected by the localized flooding event that occurred in May 2025. San Lucas processed 22% more ore than in the prior quarter. Consolidated zinc production increased 7% to 23,240 tonnes, driven principally by higher throughput, which more than offset lower zinc grades at Bolivar and Porco. Porco delivered higher silver and zinc production, driven by stronger silver grades and improved metal recoveries, while Caballo Blanco continued to make steady, meaningful contributions.   At Zimapan, operations rebounded from the temporary constraints experienced during the first quarter, including limited ventilation in the higher-grade zones at Level 960 due to a contractor delay in completing the ventilation Robbins incline shaft, as well as repeated power interruptions caused by the local service provider's maintenance of the power grid. As a result, metal recoveries improved across all four payable metals. There will be the first NI-43-101 compliant maiden resource estimate released in the next month at Zimapan, with the goal to demonstrate the mineral inventory has replenished the ore that has been mined and milled over the last few years, and even grown the resources.   Next we transitioned to future growth, where the operations team is advancing their silver-dominant Soracaya mine towards development and near-term production. There is already a decline ramp into this project with initial stope access in 2 areas, and the team has been working on an optimization plan.  Once the permit is received in September, the plan is to get the mine into initial ramp-up production by Q4 of 2026.   Wrapping up, we discussed the potential for future accretive acquisitions in the Americas, and various other growth drivers on tap that could create the catalysts for a rerating higher, that would be more in alignment with other mid-tier silver producer peers.     If you have any follow up questions for Arturo regarding Santacruz Silver, then please email those to us at Fleck@kereport.com or Shad@kereport.com.   In full disclosure, Shad is a shareholder of Santacruz Silver at the time of this recording, and may choose to buy or sell shares at any time.     Click here to follow the latest news from Santacruz Silver     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.  

In this Company Update, Andrew Thomson, President and CEO of Palamina Corp.  (TSX.V: PA | OTCQB: PLMNF), joins me to discuss the broader political and regulatory landscape evolving across Peru and the upcoming spin-out of Colt Silver. Peru's Shift in Mining Sentiment: A look at how the latest presidential administration is stabilizing regulatory frameworks, reducing bureaucratic bottlenecks, and restoring confidence for foreign resource investment. Colt Silver Spin-Out Mechanics: An overview of the path toward completing the transaction, key shareholder meeting timelines, post-transaction capital structure, and planned maiden drill programs. Palamina's Core Exploration Assets: Updates on the Usicayos gold project, surface work progress, and upcoming drill priorities.   If you have any follow up questions for Andrew please email me at Fleck@kereport.com.   Click here to visit the Palamina website to learn more about the Company.    -------------------------- 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.  

Custom Health CEO Shane Bishop joined Steve Darling from to discuss the company's fiscal second-quarter 2026 results, highlighting strong revenue growth, strategic acquisitions and continued expansion of its medication management platform. Bishop said the quarter was marked by the company's successful TSX listing, the integration of InnovativeRx, and continued efforts to build a comprehensive at-home healthcare platform. He added that proposed acquisitions of Evergreen Pharmacy and Spencer Health Solutions are expected to further strengthen the company's pharmacy network and in-home technology capabilities. For the quarter ended June 30, 2026, Custom Health reported revenue of US$7.4 million, up 70% from US$4.3 million a year earlier. Gross profit increased 43% to US$2.9 million, while gross margin was 39.3% compared to 46.7% in the prior-year period. The company reported an adjusted EBITDA loss of US$3.3 million, compared to a loss of US$3.0 million in the same quarter last year. Net loss from continuing operations was US$33.4 million, largely due to a one-time, non-cash IFRS listing expense of US$22.4 million related to the company's reverse takeover transaction. Chief Financial Officer Jason Nalewany said the company expects to exceed US$130 million in annualized revenue run rate by year-end and achieve positive EBITDA in 2027, assuming the completion and integration of its planned acquisitions. During the quarter, Custom Health completed the acquisition of substantially all operating assets of InnovativeRx for approximately US$16.6 million, expanding its presence across Indiana and Ohio. The company also completed its transformation from Queue Ventures Ltd. to Custom Health Holdings Inc. and began trading on the Toronto Stock Exchange under the symbol CHLT. #proactiveinvestors #customhealth #tsx #nhlt #pharma #DigitalHealth #ConnectedCare #HealthcareTechnology #Pharmacy #Telehealth #TSX #HealthTech #PatientCare #HealthcareInnovation #DigitalHealth #SpecialtyPharmacy #HealthTech #TSX #Acquisitions #PatientCare #HealthcareInnovation

Enjoy this special feed drop from our sister show "In This Economy?!" 2026 has certainly been a "headline driven" year for the markets. Whether it's A.I., war, tariffs and trade, or inflation and interest rates, the markets have seen big daily price swings, and several sectors have seen huge percentage run-ups for stocks—along with big losses. As of the first week of august, the TSX composite index, Dow Jones industrials average, and Nasdaq have all set record highs, up by on average 12% to 14% for the year, a respectable rate of return for money in an index fund.   Host Mike Eppel speaks to Jordan Damiani, an investment advisor and certified financial planner at Meridian Credit Union, about being focused on the big picture, and why and how to keep calm and stay strategic with your investments instead of being distracted by the headlines and the flood of so called "finfluencers" on social media platforms.  We love feedback at The Big Story, as well as suggestions for future episodes. You can find us:Through email at hello@thebigstorypodcast.ca Or @thebigstory.bsky.social on Bluesky Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jason Jessup, CEO and Director of Magna Mining (TSX: NICU) (OTCQX: MGMNF), joins me for a review of Q2 financials and operations at the McCreedy West Mine and the expedited development pathway for the Levack and Crean Hill mines located in Sudbury, Ontario. We also discuss the larger exploration strategy across many projects, and how the company is continuing to recruit and grow a quality base of employees.   Q2 Highlights:   In Q2 2026, Magna achieved record production with 98,446 tons of ore processed from the 700 Footwall Copper Zone at the McCreedy West copper-precious metals-nickel Mine in Sudbury, Ontario, Canada at a grade of 3.34% copper equivalent (“CuEq”) and 6.6 million CuEq contained pounds (“lbs”) based on realized metal prices in the quarter. The Company produced 4.5 million CuEq payable lbs in Q2 2026 and 8.6 million CuEq payable lbs in the first half of 2026. The Company continues to expect to achieve full year 2026 guidance for all metrics, including production of 16.0-18.0 million CuEq payable lbs. The Company's Q2 2026 year-to-date Total Recordable Injury Frequency Rate (TRIFR) was 0.63, compared to 3.87 during the same period in 2025, representing an 84% reduction. Additionally, McCreedy West Mine achieved a significant milestone in June 2026 by completing one year without a recordable injury. During Q2 2026, Magna generated record positive cash margin3 of $8.9 million and free cash flow of $5.1 million. Quarterly cash costs and All-in sustaining costs (“AISC”) of US$3.76 per CuEq lb, and US$4.54 per CuEq lb, respectively. Production costs per ton processed in Q2 2026 declined by 6.9% from the prior quarter to $199 per ton. Exploration and evaluation expenses in Q2 2026 of $5.3 million, including $5.0 million at Levack Mine with a focus on infrastructure readiness to support early ore sources and establishing underground exploration platforms to continue drill testing the R2 Footwall Zone as well as other targets. Both the Levack Preliminary Economic Assessment (“PEA”) and the Crean Hill Pre-Feasibility Study (“PFS”) are on track to be completed during Q3 2026. Ended Q2 2026 with cash and cash equivalents of $40.0 million and a working capital balance of $45.3 million. On June 23, 2026, the Company graduated from the TSX Venture Exchange (“TSXV”) to the Toronto Stock Exchange (“TSX”). The TSX uplisting is expected to enhance the Company's profile within the investment community, improve trading liquidity, and provide greater access to a broader range of investors. Subsequent to the end of Q2 2026, on July 6, 2026, the Company announced a strategic investment by Alpayana S.A.C (“Alpayana”) via a non-brokered private placement financing to purchase 62,222,222 common shares of the Company at a price of $2.25 per common share for aggregate gross proceeds of approximately $140.0 million. Upon closing, Alpayana is expected to hold approximately 19.9% of the issued and outstanding shares of the Company and closing of the Offering is anticipated during Q3 2026, subject to receipt of all required regulatory approvals. Magna's Chief Financial Officer, Scott Gilbert, has advised the Company of his intention to retire by the end of 2026. Greg Huffman, Senior Vice President, Capital Markets, will formally assume the role of Chief Financial Officer upon Scott's retirement. Greg will work closely with Scott over the coming months to support a smooth transition.     Click here to follow along with the news at Magna Mining     If you have questions for Jason regarding Magna Mining, then please email me at Shad@kereport.com.   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.        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.    

2026 has certainly been a "headline driven" year for the markets. Whether it's A.I., war, tariffs and trade, or inflation and interest rates, the markets have seen big daily price swings, and several sectors have seen huge percentage run-ups for stocks—along with big losses. As of the first week of august, the TSX composite index, Dow Jones industrials average, and Nasdaq have all set record highs, up by on average 12% to 14% for the year, a respectable rate of return for money in an index fund. Host Mike Eppel speaks to Jordan Damiani, an investment advisor and certified financial planner at Meridian Credit Union, about being focused on the big picture, and why and how to keep calm and stay strategic with your investments instead of being distracted by the headlines and the flood of so called "finfluencers" on social media platforms. Do you have a topic that's confounding you in this economy? We'll be happy to dig into it for you and get you the answers you need. Email us at: rogerspodcastnetwork@rci.rogers.com. Thank you for listening! Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

This episode we are joined by Mr. Steve Fagan - Vice Chairman of Strathcona Resources - a TSX listed energy company with a market cap of ~$9 billion. Mr. Fagan has more than 40 years of experience in the Canadian energy industry, building and monetizing exploration and production companies.He co-founded Strath Resources in January 2017, which later merged into Strathcona Resources, initially acquiring the Kakwa Montney for $280 million and with production growing from approximately 5,000 boe/d to over 40,000 boe/d. Those assets were subsequently divested to ARC Resources in 2025 for just under $1.7 billion.Previously, Mr. Fagan served as President and Chief Executive Officer of Mosaic Energy Ltd., a Natural Gas Partners-backed producer where he led the company's transition from conventional development into the liquids-rich Montney and assembled the Kakwa land position.Mr. Fagan joined Addison Energy Inc. in 1999 as part of the leadership team, becoming President and Chief Executive Officer in 2003, as the company grew to more than 11,000 boe/d through development and more than 50 acquisitions prior to its sale to NAL Oil & Gas Trust in 2005.He founded his first company, Sequoia Exploration, in 1996, after spending the early years of his career at Imperial Oil and Consumers' Gas.Mr. Fagan holds a Bachelor of Commerce from Memorial University of Newfoundland and an MBA from the Ivey Business School at Western University. He holds the ICD.D designation from the Institute of Corporate Directors.Outside of energy, Mr. Fagan is a documentary photographer (Steve Fagan Photography) and founder of the Fagan Foundation, which supports education initiatives in Nepal's Tsum Valley.Among other things we learned about Building 4 Companies in 40 Years: Sequoia to Strathcona.Enjoy.Newsletter: Subscribe HereThank you to our sponsors.Without their support this episode would not be possible:Connate Water SolutionsATB Capital MarketsBunch Projects-*This podcast is for informational and educational purposes only, and is not intended as investment advice. Please do your own research, and consult professionals directly before making any investment decisions.Support the show

Mark Cruise, Executive Chairman of BP Silver Corp. (TSX.V: BPAG) (OTCQB: BPSCF), joins me for a big picture overview of the value proposition in the Company, why he joined the board and believes in the team, why he is bullish on discoveries being made in Bolivia as an emerging jurisdiction, the potential he sees across multiple targets at the Cosuño Silver Project, and then we dive into an updated exploration strategy for 2026.   The 2,000-meter Phase 2 drill program is well underway at Cosuño, and is just the first part of a broader ~8,000 m diamond drilling campaign anticipated for 2026.   The Phase 2 drill program is designed to test the broader scale potential of the Cosuño lithocap-hosted hydrothermal system and build on the positive results of the Company's Phase 1 drill program; and will comprise approximately 20 to 24 diamond drill holes. The first drill hole is currently following up on high-grade silver mineralization intersected at the Pocañita Chica target, where discovery drilling returned 5 m grading 600.40 g/t silver, including 1 m grading 1,655 g/t silver.   We then discuss the series of other exploration workstreams that will be commencing over the next couple months, such as: the MAG Survey, IP Survey, more mapping and sampling. Together, these datasets are expected to improve significantly the Company's understanding of the geometry, continuity, scale, and tenor of the vein and breccia systems across Cosuño.   Once this new data gets incorporated into the geological model, then it will lead into prioritizing the targets for the 6,000-meter Phase 3 drill program later this year. Tim also highlighted that Pocañita Grande will be getting its maiden drilling during the Phase 3 program, now that they have been developing roads and site access to this important target.   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.    

Erik Wetterling, Founder and Editor of The Hedgeless Horseman website, joins us to review the value proposition that has his attention in 3 junior gold and copper exploration stocks, that have put out compelling news in the recent past and that have key alpha growth catalysts on tap in the medium-term.   The companies we discussed in the interview are:   BCM Resources Corporation (TSXV: B) – On August 6th the Company announced that diamond drill hole TK20, currently in progress, has encountered over 550 m of strongly mineralized porphyry and intercalated skarn mineralization at its 100% controlled Thompson Knolls project, Utah. Hole TK20 is a vertical drill hole collared 208 m northeast of discovery hole TK8 that intercepted 510 ft (155.4 m) of mineralized skarn grading 0.66% Cu, 0.12 gpt Au, and 7.4 gpt Ag (please refer to a Company news release dated May 24, 2023 for more information). Drilling of TK20, currently at a depth of 4,062 ft (1,238.4 m), is ongoing in mineralized rock.    PJX Resources Inc. (TSX.V: PJX) (OTC: PJXRF) – On July 23, 2026 the Company announced the close of the second tranche of their non-brokered private placement for gross proceeds of $6.3 million. This financing will allow PJX to focus on two priority discovery opportunities for critical metals and gold in an established Canadian mining district. An initial 4,000 m drill program has commenced to test for a potential Sullivan-style Sedimentary Exhalative (Sedex) critical-metals discovery on the Dewdney Trail Property. At the Zinger Property, prospecting, mapping and surface sampling for gold are underway at the Gar target in advance of receiving permits to drill a potential Reduced Intrusion Related Gold System (RIRGS) for the first time.   Goliath Resources Limited (TSX-V: GOT) (OTCQX: GOTRF) (FSE: B4IF) – On Aug. 10, the Company reported assay results that confirm the expansion of the Golden Gate Zone to the Northeast by 320 meters of the previously known gold mineralization on its 100% owned Golddigger Property Golden Triangle, British Columbia. The Golden Gate Zone remains open laterally and at depth.   Dr. Quinton Hennigh, Advisor to Goliath and Strategic Investor commented: “When I spoke with the Company prior to this drill season, they made it abundantly clear that a considerable number of the planned drill holes would test extensions of various lode systems at the Surebet Discovery. Given that there remains exceptional opportunity to grow the systems high-grade gold footprint, I was delighted to hear this. We are now seeing the impact of this strategic decision. Drill hole GD-26-420 encountered a 6.51 g/t AuEq over 5.73 meters across the Golden Gate lode in a position 320 meters northeast of its previous limit. I believe we will continue to see many further drill extensions over the course of the rest of the 2026 and the Surebet Discovery is only going to keep on growing with every drill program.”   Mr. Roger Rosmus, Founder & CEO of Goliath states: “Our team is performing like a well-oiled machine. The goal of this 2026 drilling campaign is expansion and the directional drilling being utilized is paying off with the step outs being successful. The 320-meter step out of Golden Gate to the northeast is one example and nice surprise along the way. It is worth noting the amount of visible gold to the naked eye in the drill holes since we started drilling the Surebet discovery is unique, as well high-grade gold systems are not known to have such large footprints. After over 400+ drill holes have been completed to date the system remains open laterally and at depth. Grass roots high-grade gold systems tend to get challenging to grow them. But Surebet discovery is the opposite, we are challenging the geology and having no problems growing the system with aggressive step outs. The cadence of drill holes getting to the lab for assays is ideal, and we hope to have plenty more assay results throughout the rest of the year and into 2027.”   Click here to follow Erik's analysis over at The Hedgeless Horseman website   * In full disclosure, some companies mentioned by Erik in this interview, are positions held in his personal portfolio, and they may also be site sponsors of The Hedgeless Horseman website at the time of this recording.     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.    

Arturo Préstamo Elizondo, Executive Chairman and CEO of Santacruz Silver Mining Ltd. (TSX.V: SCZ) (NASDAQ: SCZM) (FSE: 1SZ), joins us for a review of the Q2 2026 production and operational results across their portfolio of 4 producing silver-zinc mines and ore feed sourcing business in Bolivia and Mexico. We also review a few of the key growth initiatives that the company has slated for 2026 across multiple projects.   Q2 2026 Production Highlights   Primary Production Metrics:   Silver: 1,573,100 ounces Zinc: 23,240 tonnes Lead: 3,165 tonnes Copper: 337 tonnes   Supplemental Production Metrics:   Silver Equivalent Production: 2,814,489 silver equivalent ounces Zinc Equivalent Production: 59,680 zinc equivalent tonnes   Consolidated silver production increased 17% to 1,573,100 ounces in Q2 2026 from 1,341,499 ounces in Q1 2026, with quarter-over-quarter increases at all five operations. Lead production increased 18% to 3,165 tonnes and copper production increased 9% to 337 tonnes. Compared with Q2 2025, consolidated silver production increased 11%, and zinc production increased 10%, on 9% higher consolidated tonnes milled.   The improvement was driven primarily by higher processed volumes, with consolidated tonnes milled increasing 7% to 521,956 tonnes, together with higher silver head grades at Bolivar and Porco and a marked improvement in silver recovery at Zimapan.   At Bolivar silver production increased 32% quarter-over-quarter to 343,522 ounces, driven by ongoing recovery efforts in the areas affected by the localized flooding event that occurred in May 2025. San Lucas processed 22% more ore than in the prior quarter. Consolidated zinc production increased 7% to 23,240 tonnes, driven principally by higher throughput, which more than offset lower zinc grades at Bolivar and Porco. Porco delivered higher silver and zinc production, driven by stronger silver grades and improved metal recoveries, while Caballo Blanco continued to make steady, meaningful contributions.   At Zimapan, operations rebounded from the temporary constraints experienced during the first quarter, including limited ventilation in the higher-grade zones at Level 960 due to a contractor delay in completing the ventilation Robbins incline shaft, as well as repeated power interruptions caused by the local service provider's maintenance of the power grid. As a result, metal recoveries improved across all four payable metals.   Next we transitioned to future growth, where the operations team is advancing their silver-dominant Soracaya mine towards development and near-term production. There is already a decline ramp into this project with initial stope access in 2 areas, and the plan once the permit is received in Q3 is to get this mine into initial ramp-up production by Q4 of 2026.   Wrapping up, we discussed the potential for future accretive acquisitions in the Americas.  The board and management team are open to a currently producing mine or development-stage underground mining assets, but only if the acquisition would be accretive for shareholders and if their team can unlock value in these acquired assets.     If you have any follow up questions for Arturo regarding Santacruz Silver, then please email those to us at Fleck@kereport.com or Shad@kereport.com.   In full disclosure, Shad is a shareholder of Santacruz Silver at the time of this recording, and may choose to buy or sell shares at any time.   Click here to follow the latest news from Santacruz Silver   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.    

  As financial markets navigate shifting macroeconomic signals, this episode brings together Brien Lundin and Marc Chandler to analyze the forces driving current precious metals...

This episode we are joined by Mr. Pat Daniel - former CEO of Enbridge - a TSX listed infrastructure company with a market cap of ~$170 billion. Pat Daniel served as President & CEO of Enbridge Inc. from 2001 to 2012, leading the company through a transformative decade in which its market value grew roughly fourfold - from approximately $7 billion to $30 billion - while delivering an average annual shareholder return near 16%. His career began at Occidental Petrochemicals before he returned to Alberta to join Hudson's Bay Oil and Gas, followed by Home Oil and Interprovincial Pipeline - the company that would become Enbridge - where he rose through planning, systems, and business development roles over nearly three decades before being named CEO. Pat led Enbridge through the Line 6B pipeline incident near Kalamazoo, Michigan in 2010, personally relocating to Michigan for months to oversee the response, and championed the Northern Gateway pipeline project in pursuit of Canadian crude access to Asian markets. Since retiring from Enbridge in 2012, Pat has served as Chairman of Cenovus Energy and held board positions with CIBC and Capital Power. He is an avid hiker and fly fisherman, and divides his time between family, travel, and the outdoors. A chemical engineer by training, Pat holds a Bachelor of Science in Chemical Engineering from the University of Alberta and a Master of Applied Science in Chemical Engineering from the University of British Columbia. Among other things we learned about $7B to $30B: 11 Years Building Enbridge. Enjoy.Newsletter: Subscribe HereThank you to our sponsors.Without their support this episode would not be possible:Connate Water SolutionsATB Capital Markets-*This podcast is for informational and educational purposes only, and is not intended as investment advice. Please do your own research, and consult professionals directly before making any investment decisions.Support the show

This episode we are joined by Mr. Don Streu - CEO of Condor Energies - a TSX listed energy company with a market cap of ~$300 million. Mr. Streu has over 37 years experience in the oil and gas industry including 22 years with Chevron working in Angola, Indonesia, Nigeria, Canada and the United States. Mr. Streu was the asset manager of Angola's first deepwater production: a 100,000 bopd operation that went from discovery to first oil in only 30 months. As Chevron Indonesia's Planning Manager, Mr. Streu was responsible for developing strategic and tactical plans for an organization producing in excess of 350,000 bopd. Mr. Streu was also the Asset Manager for Chevron Nigeria Limited, managing the entire offshore production of 250,000 bopd. He has been the President and CEO of Condor since September 2008. Mr. Streu is currently the Honorary Consul of the Republic of Kazakhstan for Alberta. He is also a Board Director for Tethys Petroleum Ltd, a TSX-V listed oil and gas company. Among other things we learned about 85 TCF: Building Central Asia's 1st LNG. Enjoy.Newsletter: Subscribe HereThank you to our sponsors.Without their support this episode would not be possible:Connate Water SolutionsATB Capital Markets-*This podcast is for informational and educational purposes only, and is not intended as investment advice. Please do your own research, and consult professionals directly before making any investment decisions.Support the show

Connor Pugliese, Vice President of Corporate Development for Summit Royalties Ltd. (TSX.V: SUM) (OTCQX: SUMMF), joins us to outline the value proposition from the current portfolio of 48 royalties and streams, but also the ability to grow with future transaction thanks to the announcement of US$50Million revolving credit facility.   On July 27th, the Company reported that it has entered into a credit agreement with National Bank of Canada for a revolving credit facility with an initial commitment of US$25 million. The Facility includes an accordion feature providing for up to an additional US$25 million, subject to the satisfaction or waiver of certain conditions, for total potential availability of US$50 million.   Key terms of the Facility include:   Maturity: The Facility has an initial tenor of three years, with Summit having the right to request an extension of the maturity date, subject to satisfaction or waiver of certain conditions and the consent of the lenders; Purpose: The Facility is available for working capital and other general corporate purposes (including acquisitions permitted under the Facility); Interest rate: Advances bear interest at the Secured Overnight Financing Rate or the Canadian Overnight Repo Rate Average, as applicable, plus a credit spread adjustment depending on the tenor of the applicable loan and 2.50% to 4.00% per annum, depending on the Corporation's net leverage ratio; Standby fee: The undrawn portion of the Facility is subject to a standby fee of 0.5625% to 0.9000% per annum depending on the Corporation's net leverage ratio; Financial covenants: The Facility requires the Corporation to meet certain financial covenants, including a net leverage ratio, an interest coverage ratio and a minimum liquidity amount;   Connor shares his background in the industry have created a number of royalties with Triple Flag PMs where mining companies are given much needed development capital in exchange for a royalty or stream on that project when it goes into production.  We also highlight Drews background making accretive acquisitions on existing 3rd-party royalties and streams. The company will be pursuing both approaches for new transactions with this credit facility.   We review again the growth still available in the existing 4 producing royalties as well as the 2 development-stage royalties moving into initial production by year end but ramping up into commercial production in 2027.  Wrapping up Connor outlines the value proposition for Summit Royalties both in terms of future compounded growth metrics, as well as in comparison to royalty peers in the sector.     Click here to follow the latest news from Summit Royalties   If you have any follow up questions for Connor about Summit Royalties, then please email them into us at Fleck@kereport.com or Shad@kereport.com.   In full disclosure, Shad is a shareholder of Summit Royalties at the time of this recording, and may choose to buy or sell shares at any time.     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.      

  In this edition of The KE Report Weekend Show, we dive deep into two critical resource sectors facing profound shifts: Platinum Group Metals (PGMs)...

  This weekend edition of The KE Report explores the contrasting dynamics within the commodities sector. In the first segment, Brien Lundin, editor of the...

Canadian equities gained in the second quarter of 2026 even as the economy tripped the technical definition of a recession and an oil shock sent crude toward $120 before it fell back. Institutional portfolio manager Kevin Minas and investment counsellor Stu Morrow review the quarter, from the gap between the Canadian market and the Canadian economy to the case for holding commodity exposure as geopolitical risk becomes a recurring feature rather than a one-off. They also discuss what a narrow, AI-led rally means for a diversified portfolio, record hyperscaler bond issuance in Canada, and how the Bank of Canada and the Fed held rates through a volatile stretch. The conversation closes on the quarter's asset allocation: trimming equities back toward a neutral mix. Key Takeaways Canada met the technical definition of a recession, but the picture underneath was nuanced. GDP rebounded about 0.5% in April with most industries expanding, and per-capita output grew, closer to a stall-speed economy than a true contraction. The market and the economy can tell different stories. Financials and energy dominate the TSX while real estate and healthcare drive more of the real economy, which helps explain a roughly 7% TSX return alongside soft growth. Geopolitical risk increasingly looks like a recurring condition rather than a rare tail event. With oil spiking near $120 before falling back toward $70, the episode makes the case that commodity exposure can play a portfolio-construction role, chosen selectively where valuation and business quality support it, rather than serving as a call on prices. The Fed stood pat under new chair Kevin Warsh, and the Bank of Canada held across its April and June meetings after cutting substantially. In Canadian bonds, the team added duration as yields rose on inflation fears and removed it as they fell. On AI, the aim is not to guess whether the buildout keeps running, but to choose which risk to live with: too much concentration in the theme on one side, or falling behind by stepping away from it on the other. The team keeps the portfolio from leaning too far in either direction by weighing the companies spending on the buildout against the hyperscalers earning from it, since one company's capital spending is another's revenue. With memory stocks, the risk lies less in the multiple paid than in the cyclicality of the earnings. Credit was constructive, with record hyperscaler issuance in Canada including a $14 billion Amazon deal that Mawer participated in. With spreads tight, positioning stayed higher-quality and shorter-dated, and the balanced strategy trimmed equities back toward a neutral asset mix. Companies Mentioned: Amazon, Alphabet (Google), Meta, Microsoft, Oracle Host: Kevin Minas, CFA, CAIA, Mawer Institutional Portfolio Manager Guest: Stu Morrow, CFA, Mawer Investment Counsellor   This episode is available for download anywhere you get your podcasts.   Founded in 1974, Mawer Investment Management Ltd. (pronounced "more") is a privately owned independent investment firm managing assets for institutional and individual investors. Mawer employs over 250 people in Canada, U.S., and Singapore.    Visit us at: https://www.youtube.com/@MawerInvestment https://www.mawer.com https://www.linkedin.com/company/mawer-investment-management/ https://www.instagram.com/mawerinvestmentmanagement/ #ArtOfBoring #MawerInvestmentManagement #MawerInvestment #Podcasts

  This weekend’s The KE Report Weekend Show provides a deep dive into the technical layout of the commodities sector and the shifting dynamics of...

Tim Shearcroft, CEO and Co-Founder of BP Silver Corp. (TSX.V: BPAG) (OTCQB: BPSCF), joins me for an exploration update now that the 2,000-meter Phase 2 drill program has begun at the Cosuño Silver Project in Bolivia. This Phase 2 drilling forms part of a broader ~8,000 m diamond drilling campaign anticipated for 2026.   The Phase 2 drill program is designed to test the broader scale potential of the Cosuño lithocap-hosted hydrothermal system and build on the positive results of the Company's Phase 1 drill program; and will comprise approximately 20 to 24 diamond drill holes. The first drill hole is currently following up on high-grade silver mineralization intersected at the Pocañita Chica target, where discovery drilling returned 5 m grading 600.40 g/t silver, including 1 m grading 1,655 g/t silver.   We then discuss the series of other exploration workstreams that will be commencing over the next couple months, such as: the MAG Survey, IP Survey, more mapping and sampling. Together, these datasets are expected to improve significantly the Company's understanding of the geometry, continuity, scale, and tenor of the vein and breccia systems across Cosuño.   Once this new data gets incorporated into the geological model, then it will lead into prioritizing the targets for the 6,000 meter Phase 3 drill program later this year. Tim also highlighted that Pocañita Grande will be getting its maiden drilling during the Phase 3 program, now that they have been developing roads and site access to this important target.   Click here to follow the latest news from BP Silver Corp If you have any questions for Tim regarding BP Silver, then please email those into me at Shad@kereport.com.     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.    

Drew Clark, President and CEO of Summit Royalties Ltd. (TSX.V: SUM) (OTCQX: SUMMF), joins me to outline the transformational acquisition of Star Royalties Ltd. (TSXV: STRR, OTCQX: STRFF), which closed on July 3rd, 2026. The Arrangement materially expands Summit's portfolio with the addition of Star's royalty and streaming interests, including a 4% gold stream on Mining Americas Inc.'s (formerly Minera Alamos Inc.) Copperstone Project in Arizona.   The Copperstone gold stream provides Summit Royalties with exposure to a fully permitted Arizona gold development project where Mining Americas recently announced a positive pre-feasibility study and a formal construction decision. Based on the PFS results and current estimates, project construction is expected to take approximately one year, with initial production of 46,000 oz of gold per year anticipated by mid-2027.   Drew highlighted the upside potential to continue to grow the underground resources of the Copperstone Mine, considering Mining Americas having just announced a planned increase in the mill throughput from 600tpd to 1000tpd. Additionally, Mining Americas just announced there is a portion of resources outside of the PFS that exist in near-surface areas in proximity to the historic open pit excavations, and the Company believes there is potential for gold mineralization to be extracted via open pit mining methods.  This open pit was not even factored in the initial valuation process, and Drew mentioned it was now like getting a gold stream on 2 mines for the price of 1.     Together with their existing portfolio, including a royalty on Jaguar Mining's near-term producing Pitangui Project, where development is expected to commence in 2026 with first gold production targeted in 2027, this acquisition transaction of the gold stream on Copperstone strengthens the Company's future revenue and cash flow growth.     With the closing of the Arrangement, Summit's portfolio now includes 48 royalties and streams, anchored with four producing assets, two assets expected to enter construction in 2026 which are targeted to begin production in 2027, and 42 additional royalties expected to add additional cash flow growth and optionality for years to come.  The portfolio is focused mostly on gold and silver, and spans across 3 core jurisdictions - Canada, USA, and Australia.  Summit is now the fastest growing company in the precious metals royalty sector; having completed their first royalty and stream transaction in May 2025, and just went public in the 2nd half of last year.     Summit Royalties has continued to demonstrate its ability to identify and execute accretive transactions, and intends to build on that momentum with discipline, to become the next mid-tier streaming and royalty company.  Drew outlines that they are reviewing a few key term-sheets to keep making future actionable and accretive acquisitions to increase production and cash flow growth. Improved capital markets presence and trading liquidity, with supportive shareholder base. Pro forma Summit valued at a significant discount to peers on Price/NAV and Price/2027E cash flow per share (“CFPS”) basis. The Corporation currently has no debt and sufficient cash on-hand for use in future acquisitions, as well as being in dialogue with financial institutions for adding a potential revolving credit facility.     If you have any follow up questions for Drew about Summit Royalties, then please email them into me at Shad@kereport.com.   In full disclosure, Shad is a shareholder of Summit Royalties at the time of this recording, and may choose to buy or sell shares at any time.   Click here to follow the latest news from Summit Royalties   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.    

Victor Cantore, President and CEO of Amex Exploration Inc. (TSX.V: AMX) (OTCQX: AMXEF) (FSE: MX0), joins me for a big picture update on their transition to development and near-term production at it flagship Perron Gold Project, located in Quebec, Canada.  The Company will be changing its name to Amex Gold Mining Inc. in early July to reflect this transition into a developer/producer over the next 2 years; but will also be maintaining a 100,000 meter drill program, so there is still the dual-focus on exploration as well.   On June 18th, the Company announced the completion of the final tranche of the oversubscribed "best efforts" private placement for C$80Million, where Eldorado Gold maintained their 27% stake, and they have received receipt of the key permits for the upcoming bulk sampling program.  We discussed how the bulk sample will achieve multiple goals of learning about the actual grade and metal recovery reconciliation measured against the metrics outlined in the positive Feasibility Study for the 5 years of commercial Phase 1 production at the project. The bulk sample will have an initial capital outlay of around C$50Million, but after processing ~40,000 tonnes via toll-milling at a nearby plant; and producing around 23,000-28,000 ounces of gold, this will generate revenues more than double that capex.   We discussed how the market does seem to fully appreciate or value that the Company will be mining and producing metals and revenues by the end of 2027.  Additionally, Victor points out that the portal and decline/ramp development utilized in this upcoming bulk sample is the exact same plan envisioned in their economic study, and will shave all that capital, development work, and time off the front-end of Phase 1 development, providing a faster organic natural transition in Phase 1 commercial mining in 2028 simply by extending that ramp further into the mine.   We then discussed the even larger strategy where the revenues generated from the bulk sample in 2027, followed by the 4-5 years of DSO toll-mining in Phase 1, will then fund the exploration and development work that feeds into the Phase 2 studies.  Phase 2 will envision the move into a larger production scenario building a processing plant on site, from the robust revenues projected during Phase 1.   In addition to all the development slated for this year, the company is pressing forward with an aggressive 100,000 meter drill campaign, continuing to delineate and expand resources at the main Perron Project; while also beginning to explore on their expanded land package across the provincial border into Ontario.  The company has substantially increased their land holdings through a combination of staking claims and the 2 recent acquisitions of the Perron West and the Abbotsford/Hepburn properties.   Click here to follow the latest news from Amex Exploration   If you have any questions for Victor regarding Amex Exploration, then please email them into me at Shad@kereport.com.     In full disclosure, Shad is a shareholder of Amex Exploration at the time of this recording, and may choose to buy or sell shares at any time.     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.

In this Company Update, I sit down with Mike Burke, Director and Vice President of Corporate Development at Sitka Gold Corp. (TSX.V: SIG | OTCQB: SITKF | FSE: 1RF), to break down the latest high-grade drill results from the Blackjack deposit at their flagship RC Gold Project in the Yukon. Mike discusses the strategic balance between infill and expansion drilling, explains how structural controls are guiding their deep exploration, and compares their current asset scale to Tier-1 gold systems in the region. Key Discussion Points: Recent High-Grade Drill Results: A look into the high-grade intercepts from the June 23rd release and what these mean for the asset. Infill vs. Expansion Drilling: How the company is prioritizing shallow, near-surface ounces while simultaneously testing the boundaries of the deposit. Deep Mining Trade-Off Studies: The ultimate goals for their deep drilling program and how it will shape future open-pit versus underground development decisions. Understanding Visible Gold: The real-time exploration value of frequent visible gold observations in the core and its correlation with higher-grade pockets. Corporate Scale and Target Size: Comparing Sitka's growing resource base to multi-million-ounce intrusion-related gold systems like Fort Knox and Eagle.   If you have any follow up questions for the team at Sitka Gold please email me at Fleck@kereport.com.    Click here visit the Sitka Gold website to learn more about the Company - https://sitkagoldcorp.com/   ----------------- 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.

Elaine Ellingham, President and CEO of Omai Gold Mines Corp. (TSX.V: OMG) (OTCQB: OMGGF), joins me for a special video presentation and visual exploration update, with mineralization expanding in the updated Resource Estimate to ~8 million ounces of gold in all categories, from the combined Wenot and Gilt Creek Projects at the Company's 100%-owned Omai Gold Project in Guyana, South America.  We also discuss the dual path of the company now, split between exploration, and all the project derisking being factored into development and the upcoming updated economic study.   The Omai Gold Property hosts two orogenic gold deposits: the shear-hosted Wenot Deposit and the adjacent, intrusion-hosted Gilt Deposit (Figure 1), with a combined updated MRE (over the August 2025 MRE) of: 2,495,000 ounces of gold (Indicated MRE), a 17.6% increase, averaging 2.04 g/t Au in 38.1 Mt and 5,465,000 ounces of gold (Inferred MRE), a 24.7% increase, averaging 1.59 g/t Au in 106.6 Mt    That updated model will then be incorporated into the upcoming Preliminary Economic Assessment (PEA), slated for Q3 of 2026; building upon the prior PEA that was released in 2024, which was only on 45% of the mineral inventory focused on the open-pit at Wenot.  That prior PEA did not yet include rest of the resources at Wenot or the expanded profile in the updated MRE, nor did it include the underground project economics from the Gilt Creek deposit.  The updated PEA slated for next quarter will be more advanced and will factor in the combined economics of the open-pit at Wenot, and the underground at Gilt Creek, representing the value proposition of the total project more accurately.     Multiple zones of gold mineralization were intersected in each of the recent assays from the ongoing 50,000-metre diamond drill program.   *Highlights from the recent drilling include:   Hole 26ODD-169 – 2.90 g/t Au over 22.9m o Including 9.13 g/t Au over 4.1m o 2.64 g/t Au over 19.2m o Including 4.90 g/t Au over 8.9m Hole 26ODD-173 – 3.49 g/t Au over 16.9m o Including 13.21 g/t Au over 1.5m o Including 46.68 g/t Au over 0.6m o 3.86 g/t Au over 23.8m o Including 66.21 g/t Au over 0.8m o Including 28.33 g/t Au over 0.9m Hole 26ODD-173W – 2.63 g/t Au over 11.5m o 3.68 g/t Au over 8.1m o 2.62 g/t Au over 13.1m o 5.79 g/t Au over 7.7m Hole 26ODD-180 – 8.54 g/t Au over 20.6m o Including 25.89 g/t Au over 2.5m o Including 13.42 g/t Au over 5.8m o 3.43 g/t Au over 12.3m o Including 5.57 g/t Au over 5.4m Hole 26ODD-183 – 2.96 g/t Au over 14.3m o 1.57 g/t Au over 22.5m o Including 3.94 g/t Au over 5.5m Hole 26ODD-185 – 7.26 g/t Au over 34.8m o Including 19.94 g/t Au over 2.5m o Including 54.05 g/t Au over 1.5m o Including 9.83 g/t Au over 3.0m o 15.89 g/t Au over 1.9m o 1.71 g/t Au over 14.0m o 2.10 g/t Au over 10.9m o 7.22 g/t Au over 2.4m o 2.28 g/t Au over 6.9m   Next we discussed the favorable results from this first phase of metallurgical testing, and that both Wenot and Gilt are orogenic gold deposits that are responsive to reliable, industrially proven processing technologies and consistent with the historical production results. High gold extraction was achieved from testwork with 93% gold (“Au”) extraction at 1.0 g/t Au to 95% Au extraction at 3.2 g/t Au, from a material grind size of 80% passing 75 microns    Wrapping up we discussed the company valuation compared to peers on a P/NAV basis and price per ounce basis, some of the recent high-profile M&A deals in the sector includingG2 Goldfields in Guyana, the ongoing permitting process work towards the EIA, and other derisking work on the Project, gathering all this data to be utilized in the upcoming PEA.     If you have any questions for Elaine regarding Omai Gold Mines, then please email those to me at Shad@kereport.com.   Click here to see the latest news from Omai Gold Mines.     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.

Jason Jessup, CEO and Director of Magna Mining (TSX: NICU) (OTCQX: MGMNF), joins me for a review of Q1 operations and financials at the McCreedy West Mine located in Sudbury, Ontario, Canada. Then we dive into an overall exploration and development update at the prior-producing Levack Mine, and a development update at Crean Hill to map out what the pathway to restarting production would entail at both mines.     We start off noting the graduation from the TSX Venture Exchange (“TSXV”) to the Toronto Stock Exchange (“TSX”). The Common Shares just began trading on the TSX at market earlier this week on Tuesday, June 23, 2026, and will continue to trade under the current stock symbol, (“NICU”).  Jason highlights the extra liquidity and potential for passive fund inclusion that this will present in the fullness of time.   Q1 Operations and Financial Highlights:   Positive cash margin of $6.0 million at the McCreedy West copper-precious metals-nickel Mine. In Q1 2026, 82,296 tons of ore was processed from the 700 Footwall Copper Zone at McCreedy West at a grade of 3.38% copper equivalent (“CuEq”) based on realized metal prices in the quarter. The Company produced 4.1 million CuEq payable pounds (“lbs”) in Q1 2026. With both tonnage and grades forecast to increase from Q1, the Company continues to expect to achieve full year production guidance of 16-18 million CuEq payable lbs. Quarterly cash costs of US$3.48 per CuEq lb, and All-in sustaining costs (“AISC”) of US$4.21 per CuEq lb, respectively. Production costs per ton processed in Q1 2026 declined by 5.3% quarter over quarter to $214 per ton.  Ended Q1 2026 with cash and cash equivalents of $35.8 million and a working capital balance of $53.7 million. Exploration and evaluation expenses in Q1 2026 of $2.8 million, including $2.3 million at Levack Mine as focus transitioned to infrastructure readiness to support early ore sources and new underground exploration platforms to test the R2 Footwall Zone, with completion of a Preliminary Economic Assessment (“PEA”) expected in Q3. During Q1 2026, the Company announced initial Mining Reserves for the 700/PM copper-precious metals Zones at McCreedy West which demonstrate an initial three-year production profile, assuming forecasted mining rates which are in line with the current operation and 2026 guidance.   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.   Highlights from the new assay results include:    MLV-26-14A W2 – intercepted 9.4% Cu, 2.3% Ni, 28.7 g/t Pt+Pd+Au, 52.9 g/t Ag (29.7% CuEq) over 3.4 metres, Including 18.7% Cu, 0.7% Ni, 60.2 g/t Pt+Pd+Au, 103.8 g/t Ag (57.0% CuEq) over 1.5 metres, And 21.4% Cu, 0.4% Ni, 40.8 g/t Pt+Pd+Au, 152.0 g/t Ag (34.0% CuEq) over 0.4 metres, MLV-26-14A W3 - intercepted 22.5% Cu, 1.4% Ni, 49.9 g/t Pt+Pd+Au, 135.0 g/t Ag (43.9% CuEq) over 1.1 metres;    And  14.0% Cu, 1.9% Ni, 47.2 g/t Pt+Pd+Au, 96.0 g/t Ag (36.2% CuEq) over 1.5 metres,   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 being implemented to support ongoing underground exploration of this area, for the potential of future implementation into development plans.   Next we review the ongoing workstreams for Crean Hill that will be feeding into the upcoming PFS later this year.  He notes that the significantly higher precious metals today compared to back in 2022 will be a factor that plays into the updated economics, and maps out that the ramp-up into production could commence as early as H2 2027.   We wrap up discussing that the prior-producing Poldosky Mine and the development-stage Shakespeare Project are still both permitted assets of merit and will feed the development cue as mines number 4 and 5 further down the road.    Click here to follow along with the news at Magna Mining   If you have questions for Jason regarding Magna Mining, then please email me at Shad@kereport.com.   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.      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.        

Nick Hodge, Co-Owner of Digest Publishing and editor of Foundational Profits and Underground Alpha, joins us for our monthly longer-format discussion on assortment of messy macroeconomic factors, how he is navigating the bearish metals price trends, and portfolio management strategies in select gold, copper, lithium, rare earths, and uranium stocks.   We start off reviewing the mix of messy macroeconomic movers like: Market effects from the rising US Dollar – over 100 and climbing Rising short-term interest rates at the short-end of the yield curve due to Fed policy and Warsh's meeting and press conference last week; contrasted against flattening rates at the long-end of the curve Rising inflation readings, but wild fluctuations between monthly and quarterly trends Knock-on effects from geopolitics and continued uncertainty around the US/Iran MOU and supposed reopening of the Strait of Hormuz. Fluid situation causing increased volatility and impulsive reactions in both directions Sovereign debt loads and how rising rates will pressure global governments Capex investments in AI data-center build-outs are ongoing.      The majority of the macro news has been a headwind to the commodities sector, but it is a messy situation because there are positive tailwinds present at the same time.  We discussed the pullback in oil prices, in precious metals prices, and copper prices and how Nick is navigating these markets. After touching the hot stove in a few instances, (after taking a nibble at the GDXJ only to see it fall a bit further), he is not interested in trying to pick a bottom or “catch the falling knife” in most commodities. Nick would prefer to see a sustainable real low put in for each respective commodity, like the PMs or Oil or Copper, and for a new uptrend to assert itself before deploying any more new capital. He is more than happy to have a certain portfolio weighting to cash to wait out any more near-term market corrections, and is willing to deploy more cash once the turn higher is more clear.   With regards to portfolio management, Nick is concentrating his portfolio into less positions and fortifying his highest conviction investment stories with compelling catalysts.  He is more likely to trim or sell positions that were picked up based on bullish metals price direction, or as a result of spinouts, or where he is not as confident on the assets or management teams.  He recommends investors take inventory of what they own, and the investment case for why they own it and only be in the higher conviction stories.   Nick highlighted Gladiator Metals Corp. (TSXV: GLAD) (OTCQB: GDTRF) for copper, and Revival Gold Inc. (TSXV: RVG) (OTCQX: RVLGF) for gold as 2 positions he has held for some time in his portfolio that he is happy to hold through any more volatility and even add to in their weighting.  He points out that both companies have solid management teams and projects, and both still have a lot of drilling on tap for this season as a catalyst. There are also gold stocks on his watchlist that are becoming more attractive during this ongoing sector correction, like Mayfair Gold Corp. (TSXV: MFG) (NYSE American: MINE), Tiernan Gold Corp. (TSXV : TNGD), or copper stocks like Amerigo Resources Ltd. (TSX: ARG) (OTCQX: ARREF) or Ero Copper Corp. (TSX: ERO, NYSE: ERO) that he is keeping a close eye on for a potential future position.   When reviewing where he is seeing the most strength in the commodities sector, Nick highlights the Critical Minerals as having been the most resilient. He points out that the Global X Lithium and Battery ETF (NYSE: LIT) and lithium developers like Q2 Metals Corp. (TSX.V: QTWO) (OTCQB: QUEXF) and PMET Resources Inc. (TSX: PMET) (ASX: PMT) (OTCQX: PMETF) have held up better than most other metals or resource stocks. Nick highlights the ongoing direct investment and policy initiatives into the rare earths processors, separators, recyclers, noting prior investments into USA Rare Earth, Inc. (Nasdaq: USAR), MP Materials (NYSE: MP), or the news this week where Energy Fuels Inc. (NYSE American: UUUU) (TSX: EFR) was approved for a $725 million financing commitment from the Department of War, U.S. Office of Strategic Capital, to support infrastructure and capacity to process rare earth elements and other critical materials. Uranium and nuclear stocks have also been soft ever since the big move up in January, but Nick outlined the continued support from many sovereign nations to invest in both their nuclear infrastructure as well as uranium miners with projects of significance. Cameco Corporation (TSX: CCO; NYSE: CCJ) announced yesterday a conditional commitment for a loan package of up to US$17.5 billion by the US Department of Energy's (DOE) Office of Energy Dominance Financing (EDF) to reenergize the large-scale nuclear reactor supply chain, drive down costs, and accelerate the deployment of AP1000 reactors in the US and globally.   Click here to follow Nick's analysis and publications over at Digest Publishing     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.    

In this weekend's show, we take a step back from the daily price grinds to examine the massive, structural shifts occurring across the metals and...

  The  Moose on The Loose helps Canadians to invest with more conviction so they can enjoy their retirement. Today, I talk about other great companies from the TSX 60 based on your comments! It's all about Dividend growth investing! Subscribe to the best free dividend investing newsletter: https://thedividendguyblog.com/newsletter Get the 20 income products guide for retirees: https://retirementloop.ca/income/

The  Moose on The Loose helps Canadians to invest with more conviction so they can enjoy their retirement. Today, I talk about my top 5 Canadian stocks from the TSX 60: National Bank (NA) Fortis (FTS) Dollarama (DOL) Royal Bank (RY) Alimentation Couche-Tard (ATD) It's all about Dividend growth investing! Subscribe to the best free dividend investing newsletter: https://thedividendguyblog.com/newsletter Get the 20 income products guide for retirees: https://retirementloop.ca/income/

  The long-term bullish narratives surrounding precious metals are hitting a massive wall of technical resistance, while the broader equity markets are staging a quiet...

Mithril Silver and Gold has released new drill results from Target 1 at the Copalquin gold-silver project in Durango, Mexico. New drill results are also out from Camino Minerals, Ero Copper and NorthIsle Copper and Gold. Hemlo Mining to be updated to the TSX next week.This episode of Mining Stock Daily is brought to you by... ⁠⁠⁠⁠⁠⁠⁠⁠Revival Gold ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Vizsla Silver⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Equinox Gold⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Integra Resources ⁠⁠⁠⁠⁠

Interview with Arturo Préstamo Elizondo, Executive Chairman & CEO of Santacruz Silver Mining Ltd.Our previous interview: https://www.cruxinvestor.com/posts/santacruz-silver-mining-tsxvscz-undervalued-investment-series-with-arturo-prestamo-10185Recording date: 9th June 2026Santacruz Silver Mining entered 2026 with improving operations, rising financial strength, and a clearer path to growth across its Bolivian and Mexican assets. In the first quarter, the company produced about 2.3 million silver-equivalent ounces, including 1.3 million ounces of silver and roughly 21,000 tonnes of zinc, alongside smaller lead and copper output. Stronger silver prices and better operating performance helped drive a solid financial quarter, with management expecting production to rise further in the second quarter.The company's most important near-term focus is the Bolivar mine in Bolivia, where excess water in key mining zones has limited access to high-grade silver areas. Santacruz is carrying out a dewatering program to restore output from the Pomabamba and Nena veins, with a goal of returning to budgeted production levels by the fourth quarter of 2026. Management believes this recovery will not only lift silver volumes but also lower mining costs at one of its most important assets.Despite more than a month of political unrest in Bolivia tied to tensions between President Luis Arce and former President Evo Morales, Santacruz says its operations have remained on budget and uninterrupted. The company has reduced risk by storing key supplies in advance and using rail for most concentrate shipments, limiting exposure to road blockages.Santacruz is also positioning itself for the next phase of growth. It expects to move from the TSX Venture Exchange to the TSX main board within weeks, a step intended to improve liquidity and attract a broader investor base. Management also plans to launch a share buyback, signaling confidence that the market undervalues the business. Beyond Bolivar, the company is advancing Soracaya, a brownfield Bolivian asset with a strong silver profile, as its main medium-term growth project in a silver market supported by persistent supply deficits.View Santacruz Silver Mining's company profile: https://www.cruxinvestor.com/companies/santacruz-silver-miningSign up for Crux Investor: https://cruxinvestor.com

  On this Weekend Show we unpack the stark divergence between all-time high stock indices, the reality of a fragile, bifurcated US economy, and portfolio...

In this episode, we break down the latest CPP Investments annual report and why comparing CPP’s returns directly to the S&P 500 or TSX misses the mark. We discuss CPP’s 7.8% fiscal-year return, its heavy exposure to private equity, real assets and credit, and whether the high fees and complexity are justified over the long run. We also look at five Canadian stocks that could fit a “buy it, lock it away, and don’t touch it for 10 years” mindset. From railways and waste collection to royalty companies, grocers, and energy producers, we discuss which businesses may have the durability, moats, and cash flow profiles to survive and compound through different market environments. Tickers of Stock discussed: WCN.TO, FNV.TO, WPM.TO, CP.TO, CNR.TO, L.TO, CNQ.TO, ENB.TO, DOL.TO, RY.TO, BNS.TO, BAM.TO, BN.TO, CSU.TO, TRI.TO, META, NVDA, GOOGL, AAPL, MSFT, AMZN, TSM, AVGO, TSLA Subscribe to our Our New Youtube Channel! Check out our portfolio by going to Jointci.com Our Website Our New Youtube Channel! Canadian Investor Podcast Network Twitter: @cdn_investing Simon’s twitter: @Fiat_Iceberg Braden’s twitter: @BradoCapital Dan’s Twitter: @stocktrades_ca Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast! Apple Podcast - The Canadian Real Estate Investor Spotify - The Canadian Real Estate Investor Web player - The Canadian Real Estate Investor Asset Allocation ETFs | BMO Global Asset Management Sign up for Fiscal.ai for free to get easy access to global stock coverage and powerful AI investing tools. Register for EQ Bank, the seamless digital banking experience with better rates and no nonsense.See omnystudio.com/listener for privacy information.

In this episode of Tank Talks: The Rundown, Matt Cohen and John Ruffolo break down a huge week across Canadian tech, quantum computing, SPACs, AI infrastructure, vertical SaaS, and the reported SpaceX IPO filing. They start with Xanadu's $300 million at-the-market equity facility and what it reveals about the funding challenge facing Canadian quantum companies that need billion-dollar scale capital to compete globally.John argues that Xanadu should use current market hype to fully fund the business now, even if short-term shareholders hate the dilution. From there, Matt and John unpack why quantum remains a long-term binary bet, why SPACs may be coming back for Canadian growth companies like UniUni, and why Clio's jump from $100 million to more than $500 million in ARR proves vertical SaaS is far from dead, especially when the product is mission-critical and deeply embedded.The episode then shifts to OpenAI, Anthropic, and the AI infrastructure boom, with John warning that massive top-line revenue can hide dangerous burn and accounting optics. Matt and John close with a deep debate on the reported SpaceX IPO, Starlink's growth, Starship risk, xAI, and Cursor being folded into the story, SPV cap table chaos, and whether trillion-dollar tech IPOs could pull capital away from the Mag Seven.Listen to this episode for a sharper read on where capital is really flowing across AI, quantum, SaaS, and space. Matt and John cut through the hype to show which tech narratives are built to last, and which ones could crack under pressure.Xanadu's $300M ATM Facility and the Quantum Funding Problem (00:49)Matt opens with Xanadu's $300 million at-the-market equity facility, explaining how the structure gives the company access to capital while raising questions about dilution, public market volatility, and the long-term cost of funding a quantum data center.John Ruffolo's Advice: Fund the Business While the Market Is Hot (02:45)John explains why Xanadu should take advantage of momentum in the public markets and raise as much primary capital as possible, even if short-term shareholders dislike the dilution.Why SPACs Are Coming Back for Canadian Growth Companies (07:17)Matt brings up UniUni's $1 billion SPAC agreement to list on the TSX, and John explains why companies struggling to raise late-stage private capital may see SPACs as their best path to primary money.Could Clio Be Canada's Next Major Tech IPO? (10:56)As Clio's valuation grows, John argues that the universe of private equity buyers gets smaller, making an IPO one of the more realistic paths for investor liquidity.The Accounting Trick John Says AI Investors Need to Watch (12:23)John criticizes the capitalization of compute, infrastructure, sales, marketing, and partnership costs, arguing that burn may be a better proxy for the real economics than adjusted profitability claims.The Reported SpaceX IPO and the $1.75 Trillion Valuation Debate (14:20)Matt introduces the reported SpaceX IPO valuation and breaks down how much of the story depends on Starlink growth, Starship launches, and the company's ability to scale space-based broadband.Why Everything Hinges on Starship (18:51)John explains that Starship is the key dependency behind the SpaceX story, because Starlink's ability to scale depends heavily on launch capacity, satellite economics, and execution.SpaceX vs. Canadian Banks: The Scale Shock (22:37)Matt points out that the reported SpaceX valuation could be roughly twice the combined market cap of Canada's big six banks, underscoring the staggering scale of the next wave of tech IPOs.The Early Investors Who May Win Big (25:26)Matt and John close by highlighting early institutional bets from Washington State University's endowment and Ontario Teachers, showing how patient capital in breakthrough companies can create generational outcomes.Connect with John Ruffolo on LinkedIn: https://ca.linkedin.com/in/joruffoloConnect with Matt Cohen on LinkedIn: https://ca.linkedin.com/in/matt-cohen1Visit the Ripple Ventures website: https://www.rippleventures.com/ This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit tanktalks.substack.com

GoGold Resources CEO Brad Langille joins Ian Wagner in Frankfurt to discuss the company's Mexican silver portfolio, including cash flow from the Parral tailings operation and development plans for Los Ricos. Langille outlines how Parral is generating meaningful free cash flow while also serving as an environmental cleanup project. He also discusses Los Ricos South, which is shovel-ready pending permits, and Los Ricos North, which could follow as a second-stage build. GoGold trades on the TSX under the symbol GGD.

  This week's Weekend Show features Josef Schachter and a KER Market QuickTake analyzing the significant price action across energy and metals. The conversation focuses...

Minera Alamos is undergoing a major transformation as the company rebrands to Mining Americas and restructures management to support its next phase of growth as a U.S.-focused gold producer. Newly appointed CEO Darren Blasutti discusses the strategic additions to the leadership team, the company's plan to uplist to the TSX and eventually a U.S. exchange, and how recent financing initiatives are designed to fund growth with minimal shareholder dilution. The conversation also highlights strong financial performance from the Pan Mine, a new $75 million revolving credit facility, and the path toward restarting Copperstone and advancing Gold Rock in Nevada.

Scorpio Gold CEO Zayn Kalyan and VP Exploration Harrison Pokrandt explain the newest step-out discovery holes on the Zanzibar trend at the company's consolidated Manhattan District in Nevada ten miles south of Kinross' Round Mountain. Hole 26MN-067 returned 10.40 g/t gold over 5.67 metres from 34.29 m, including 455.52 g/t gold over 0.49 m from 36.27 m. Press release discussed: https://scorpiogold.com/scorpio-gold-drills-10-40-g-t-gold-over-5-67-m-including-455-52-g-t-gold-over-0-49-m-from-36-27-m-and-1-94-g-t-gold-over-17-07-m-from-55-47-m-along-the-zanzibar-trend/ TSX.V: SGN -- OTCQB: SRCRF -- FSE: RY9 www.ScorpioGold.com Sign up for our free newsletter and receive interview transcripts, stock profiles and investment ideas: http://eepurl.com/cHxJ39 Sponsor Scorpio Gold Corp. pays MSE a United States dollar ten thousand per month coverage fee. The forward-looking statement disclaimer found Scorpio Gold's most-recent company slide deck found at www.ScorpioGold.com applies to everything discussed in this interview. Mining Stock Education (MSE) offers informational content based on available data but it does not constitute investment, tax, or legal advice. It may not be appropriate for all situations or objectives. Readers and listeners should seek professional advice, make independent investigations and assessments before investing. MSE does not guarantee the accuracy or completeness of its content and should not be solely relied upon for investment decisions. MSE and its owner may hold financial interests in the companies discussed and can trade such securities without notice. If you buy shares of any company featured on MSE, you should, for your own protection, assume MSE's owner is personally selling you those shares. MSE is biased towards its advertising sponsors which make this platform possible. MSE is not liable for representations, warranties, or omissions in its content. By accessing MSE content, users agree that MSE and its affiliates bear no liability related to the information provided or the investment decisions you make. Full disclaimer: https://www.miningstockeducation.com/disclaimer/

We have a lot of new drill results out to report, including today's latest from G2 Goldfields, Kirkland Lake Discoveries, Power Metallic, and Awalé Resources. American Pacific Mining has engaged two drill contractors ahead of a fully funded 15,000-metre program at the Madison Copper-Gold Project in Montana. K2 Gold has staked additional claims in Yukon. Magna Mining is upgraded to the TSX big board.This episode of Mining Stock Daily is brought to you by... ⁠Revival Gold ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Vizsla Silver⁠⁠Equinox Gold⁠⁠Integra Resources