The KE Report

The KE Report

Jordan aka Mining Stock Monkey – Q1 Earnings Review in Gold and Silver Producers and Royalty Companies, Share Buybacks, Dividends, Acquisitions, and Copper Exposure

34 min · 12 de may de 2026
Portada del episodio Jordan aka Mining Stock Monkey – Q1 Earnings Review in Gold and Silver Producers and Royalty Companies, Share Buybacks, Dividends, Acquisitions, and Copper Exposure

Descripción

Jordan Rusche, Founder of Mining Stock Monkey, joins us for an in-depth and nuanced discussion around key metrics and trends in Q1 earnings reports from the gold and silver producers and PM royalty companies; along with which companies he is actively trading in his portfolio.    We start out getting Jordan’s perspectives from this Q1 earnings season in the PM producers, touching upon initiatives around paying down debt, share buybacks, and dividends.  We counterbalance those trends with how companies are also investing in growth through mergers and acquisitions. * We discuss some general takeaways in the earnings reports from how the majors are managing increasing costs from higher fuel costs to labor to sustaining capital in Newmont Corporation (NYSE: NEM, ASX: NEM, PNGX: NEM), Barrick Mining Corporation (NYSE:B)(TSX:ABX), and Agnico Eagle Mines Limited (NYSE: AEM) (TSX: AEM) . * We check in on the positive market reaction in the Q1 report from B2Gold Corp. (TSX: BTO, NYSE AMERICAN: BTG, NSX: B2G), but Jordan also couches the enthusiasm with the fundamental factors pointing to the potential for rising AISC figures for the balance of this year. * Jordan breaks down why Agnico Eagle paid a premium for Rupert Resources Ltd (TSX: RUP) (OTCQX: RUPRF) (FSE:R05), in the recent acquisition of their project in Finland. * Next we shifted over to the record revenues witnessed in Q1 earnings reports from the royalty and streaming companies.  While revenues are up in a big way, that is not typically been from growing gold equivalent ounces (GEOs).  Jordan highlights the longer-term investing thesis required to realize the growth potential in production metrics in a company like Royal Gold, Inc. (NASDAQ: RGLD). * Sticking with royalty companies, Jordan highlights the strong copper exposure and future growth on tap across multiple commodities in Elemental Royalty Corporation (TSXV: ELE) (NASDAQ: ELE).      Get 25% off Mining Stock Monkey VIP. {Limited to 10 sign ups}: https://miningstockmonkey.com/products/vip?promo=KE25MAY [https://miningstockmonkey.com/products/vip?promo=KE25MAY]     Sign up for Jordan’s free “Silverback Letter” here: https://miningstockmonkey.substack.com [https://miningstockmonkey.substack.com/]     For more market commentary & interview summaries, subscribe to our Substacks:   The KE Report: https://kereport.substack.com/ [https://kereport.substack.com/] Shad’s resource market commentary: https://excelsiorprosperity.substack.com/ [https://excelsiorprosperity.substack.com/]     Investment disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security. Investing in equities and commodities involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned, and companies profiled may be sponsors of the KE Report.

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Portada del episodio Spartan Metals - Exploring And Developing Across The Largest Tungsten Resource Base In The USA

Spartan Metals - Exploring And Developing Across The Largest Tungsten Resource Base In The USA

Brett Marsh, President and CEO of Spartan Metals (TSX-V: W) (OTCQB: SPRMF) (FSE: J03) joins us for a comprehensive overview of the exploration and development work on tap for this year in this tungsten-focused Company.  Their team has secured two key critical minerals projects in two well-established and stable mining jurisdictions in the Western United States; with an emphasis on building a portfolio of diverse strategic defense minerals such as Tungsten, Molybdenum, Rubidium, Antimony, Beryllium and Fluorspar.   Spartan’s high quality project portfolio includes an option to earn 100% of the Victorio Tungsten-Molybdenum Project in New Mexico and the 100% owned Eagle Tungsten-Silver-Rubidium Project in Nevada. Victorio hosts the largest tungsten resource in the United States and contains significant concentrations of beryllium and fluorspar, while the Eagle Project consists of the highest-grade historic tungsten resource in the USA which includes significant under-defined resources consisting of: high-grade silver; rubidium; antimony; bismuth; indium; as well as precious and base metals.   The Company is working towards an update to the Mineral Resource Estimate (MRE) and also to the Preliminary Economic Assessment (PEA) at the Victorio Project in New Mexico.   This will involve reinterpretation of over 100 drill holes, including the relogging of some holes that were not included in the prior resource, and adjust parameters in consideration of current metals prices.  There will also be a 3,000 meter drill program at the Eagle Project in Nevada, following up on extensive rock chip and soil samples at the Tungstonia target.   Brett shares his geological experience after 25 years in the industry as well as prior work applying for government grants that will be germane for sourcing potential funds earmarked for critical minerals.   The company is cashed up and fully funded for their work programs this year, and has continued to strengthen their team.   If you have any follow up questions for Brett regarding Spartan Metals, then please email those in to us at Fleck@kereport.com [Fleck@kereport.com] or  Shad@kereport.com [Shad@kereport.com].   * In full disclosure, Shad is a shareholder of Spartan Metals at the time of this recording and may choose to buy or sell shares in the market at any time.   Click here to follow the latest news from Spartan Metals [https://spartanmetals.com/news/]   For more market commentary & interview summaries, subscribe to our Substacks:   The KE Report: https://kereport.substack.com/ [https://kereport.substack.com/] Shad’s resource market commentary: https://excelsiorprosperity.substack.com/ [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.

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Portada del episodio Novo Resources - Belltopper Initial Resource Estimate, Egina Project Update, New Exploration Manager Introduction, Project Portfolio Overview

Novo Resources - Belltopper Initial Resource Estimate, Egina Project Update, New Exploration Manager Introduction, Project Portfolio Overview

In this Company Update, we check in with Mike Spreadborough, Executive Co-Chairman, and Rohan Williams, the newly appointed General Manager of Exploration at Novo Resources (TSX: NVO | ASX: NVO | OTCQX: NSRPF). The discussion centers around a comprehensive exploration and operational update across the company's high-grade asset portfolio in Australia. Key themes discussed in this episode include: * Initial Resource Estimate at Belltopper: An inside look at the newly defined shallow, high-grade inferred mineral resource and how this fits into the project's broader geologic potential. * Multi-Asset Western Australia Campaign: Updates on the recently completed drilling at the Wyloo South East polymetallic target and current active programs at the Cronus target. * Egina Gold Project Strategy: How the conclusion of the Northern Star Resources earn-in returns 100% control of this highly prospective asset back to Novo, backed by millions in historical partner spending. * Balance Sheet and Upcoming Assays: A review of the company's strong financial runway, liquid asset portfolio, and anticipated news flow through the remainder of the year.   Please email me with any follow up questions for Mike, Quinton, and the team at Novo Resources. My email address is Fleck@kereport.com [Fleck@kereport.com].     Click here to visit the Novo Resources website to learn more about all the projects and exploration programs.  [https://novoresources.com/]   ----------- For more market commentary & interview summaries, subscribe to our Substacks:  * The KE Report: https://kereport.substack.com/ [https://kereport.substack.com/]  * Shad’s resource market commentary: https://excelsiorprosperity.substack.com/ [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.

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Portada del episodio White Gold - Largest Drill Program To Date, Upcoming PEA, and Spin-Out Of Critical Minerals Properties

White Gold - Largest Drill Program To Date, Upcoming PEA, and Spin-Out Of Critical Minerals Properties

David D'Onofrio, CEO and Director of  White Gold Corp. (TSX.V: WGO) (OTCQX: WHGOF) (FRA: 29W) joins me for comprehensive overview of its 3 million ounces of gold across 4 near-surface deposits, and the commencement of its fully-funded 2026 exploration program.  This will be their largest ever drill program, consisting of 20,000 meters across its district-scale land package in the emerging White Gold District in Yukon, Canada. We also discuss the upcoming value drivers of a Preliminary Economic Assessment in a few months, as well as the spin-out of their critical minerals properties into W2 Critical Minerals Corp.   We start off with the backstory and journey of how their 21 properties were assembled under Shawn Ryan’s geological prowess, searching for the source of all the placer gold in the Yukon. The company has drilled around 90,000 meters to date, delineating over 3 million ounces of gold in 4 main resource areas comprised of the Golden Saddle, Arc, Ryan’s Surprise, and VG deposits.   The primary objectives of this year’s drill program with will be resource growth and expansion testing areas adjacent and in close proximity to the Company’s known four gold deposits, both along strike and down-dip. In addition to resource growth, a portion of the exploration program will be focused on further advancing discovery-stage targets, as well as towards evaluating high priority early-stage prospects for discovery potential. The program is fully funded and supported by their strategic partners including Agnico Eagle Mines Limited (TSX: AEM, NYSE: AEM) and Power One.   The Company is also continuing to advance its maiden Preliminary Economic Assessment (PEA),  on the White Gold Project, which is expected to be released in the next few months. Additionally, things are moving forward with the spin-out of its critical mineral properties into a dedicated standalone vehicle, We also discuss the upcoming value drivers of a Preliminary Economic Assessment in a few months, as well as the spin-out of their critical minerals properties into W2 Critical Minerals Corp., which current White Gold shareholders will get shares in.   David shares the background of a few team members and technical advisors, as well as his background as an executive with the PowerOne Group; where he developed a depth of knowledge in representing, advising, and assisting emerging companies in accessing capital, advising on mergers and acquisitions and managing their businesses.     If you have any follow up questions for David regarding White Gold, then please email those to me at  Shad@kereport.com [Shad@kereport.com].     Click here to follow the latest news from White Gold Corp [https://www.whitegoldcorp.ca/news/]   For more market commentary & interview summaries, subscribe to our Substacks:   The KE Report: https://kereport.substack.com/ [https://kereport.substack.com/] Shad’s resource market commentary: https://excelsiorprosperity.substack.com/ [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.

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Portada del episodio Joel Elconin - Short-Term Volatility and Long-Term Trends: S&P, Ai Stocks, Tech Stocks, IPOs, Interest Rates

Joel Elconin - Short-Term Volatility and Long-Term Trends: S&P, Ai Stocks, Tech Stocks, IPOs, Interest Rates

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Portada del episodio Red Canyon Resources - Exploration Update: Drilling 4,000 Meters At Osiris, ZTEM Survey At Scraper Springs, Kendal Project Update

Red Canyon Resources - Exploration Update: Drilling 4,000 Meters At Osiris, ZTEM Survey At Scraper Springs, Kendal Project Update

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