Erik Wetterling - Value Proposition In Integra Resources, Irving Resources, and K2 Gold

Robert Sinn –Technical and Fundamental Setup In Gold, Silver, and Precious Metals Stocks Heading Into Q3

Robert Sinn, (aka Goldfinger on CEO.ca and CeoTechnican on X) and publisher of Goldfinger Capital on YouTube and Substack, joins me for another wide-ranging discussion on his technical outlook, fundamental factors that matter, and portfolio management strategies in this current setup in gold, silver, and precious metals stocks heading into Q3.   We start off reviewing the bearish technical action on the charts from the Q1 peaks in January and February to the support breaking to lower prices in Q2 through the end of June.     * Q2 had a very ugly bullish engulfing quarterly candle, which he just wrote about on Substack, but he also cautioned people that it doesn’t mean things are just going to go straight down from here. * Robert points out that selling compounded and Q2 closed up at max pessimism in the sector, and he noted that this is the type of environment where selling can become exhausted and where directional turns can happen. * Additionally, we noted the extreme low readings in sector sentiment, extreme low bullish breadth readings, and the weak seasonality factor, where the summer doldrums seemed to come early this year. * He highlights that turning over the calendar month & quarter can bring in different positioning from institutions, and that in seasonality terms, coming out of the US Independence Day long weekend can often set up a more constructive stretch in the PM complex for the next few months.   Next we addressed the fat margins that producers still had in Q2 and heading into Q3, despite the corrective moves in the metals and higher energy costs for the quarter, and  potentially compressing margins some from where they were in Q1.   We also outlined the constructive situation with regards to so many gold and silver explorers and developers being more cashed up than they have been in years, doing some of their largest work programs in years.  We are going to have flood of positive sector news over the next few months that could be the catalysts to bring more buying and interest into the junior PM equities.   Wrapping up we discussed a few portfolio management strategies, where pullbacks in quality companies can be good accumulation points.  Robert reiterated that investors should take inventory of what they own and why they own those stocks; shedding situations that are continually not working out, and focusing on their highest conviction stories that they have the best understanding of as their heaviest weightings.    Follow Robert’s analysis on Substack [https://robertsinn.substack.com/] . https://ceo.ca/@goldfinger [https://ceo.ca/@goldfinger] . Click here to follow Robert on X/Twitter [https://twitter.com/ceotechnician] . https://www.youtube.com/@GoldfingerCapital/videos [https://www.youtube.com/@GoldfingerCapital/videos]     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.

Steve Penny – Chart Analysis Video – US Dollar, Silver, Gold, GDX, SILJ, SRUUF, URNM

Steve Penny, Founder and Publisher of The SilverChartist Report is back! Steve joins me in a wide-ranging discussion to rapid-fire through a number of monthly and daily charts and key technical analysis takeaways on: The US dollar, Silver, Gold, the VanEck Gold Miners ETF (GDX), the Amplify Junior Silver Miners ETF (SILJ), the Sprott Physical Uranium Trust (SRUUF), and the Sprott Uranium Miners ETF (URNM).   * We also weave in macroeconomics, fundamental data on the focus commodities sectors, and approaches for using technical analysis to navigate fluctuations in investor sentiment.   To view the video segment of the interview, click the YouTube link below: https://youtu.be/K27LeEaAswI [https://youtu.be/K27LeEaAswI]       Click below to learn more about Steve’s Silver Chartist analysis & community: https://silverchartist.com/plans [https://silverchartist.com/plans]     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.

Erik Wetterling - Value Proposition In Integra Resources, Irving Resources, and K2 Gold

The companies we discussed in the interview are: Erik Wetterling, Founder and Editor of The Hedgeless Horseman website, joins me to review the value proposition that has his attention in 3 gold junior resource stocks, that have put out compelling news in the recent past and that have key alpha growth catalysts on tap in the medium-term.       * Integra Resources Corp. (TSXV: ITR; NYSE American: ITRG) – On June 25, 2026, the Company announced the results of its updated Technical Report Feasibility Study and Life-of-Mine Plan for the producing Florida Canyon Mine located in Nevada. Less than two years after acquiring Florida Canyon for $68 million, Integra has transformed the operation into a larger, longer-life asset with a 74% increase in Proven and Probable Mineral Reserves, a 17% increase in annual gold production and active mining extended through 2033.   * Irving Resources Inc. (CSE:IRV)(OTCQX:IRVRF)(FSE:1IR) – On June 25, 2026, the Company announced receipt of strong assay results from newly discovered feeder style mineralization at its Omu Sinter epithermal gold-silver project located in Omu, Hokkaido, Japan. Diamond drill hole 26OMS-002, a 53m vertical hole drilled near the eastern margin of the sinter target earlier this year, intercepted 0.98 gpt Au and 68.96 gpt Ag (2.06 gpt AuEq) over 47.7m beginning at the top of bedrock and continuing to the end of the hole.   * K2 Gold Corporation (TSXV: KTOV) (OTCQX: KTGDF) – On June 25, 2026, the Company announced that it has commenced its 2026 exploration and 5,650 metre drilling program at the 100%-owned Mojave Project in Inyo County, California.  K2 has commenced an initial drilling program with the approved Plan of Operations providing for up to approximately 14,000 metres of drilling across the Eastern Target Area and will be following up on prior compelling drill results from 2020 and 2021.   * In full disclosure, some companies mentioned by Erik in this interview, are positions held in his personal portfolio, and also may be site sponsors of The Hedgeless Horseman website at the time of this recording.   Click here to follow Erik’s analysis over at The Hedgeless Horseman website [https://www.thehedgelesshorseman.com/]   * In full disclosure, Shad is a shareholder of Integra Resources 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/ [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.

Amex Exploration – CAD$80 Million Capital Raise, Pathway Towards Bulk Sample Mining and Production For 2027, and Phase 1 Commercial Production in 2028

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 [https://www.amexexploration.com/junior-gold-mining/news-2026]   If you have any questions for Victor regarding Amex Exploration, then please email them into me at Shad@kereport.com [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/ [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.

Darrell Fletcher - Mid-Year Commodity Market Correction & H2 Outlook: Oil, Gold, Silver, Copper, Aluminum

In this Daily Editorial, I sit down with Darrell Fletcher, Managing Director of Commodities at Bannockburn Capital Markets, to provide a comprehensive, trading-desk perspective on the recent broad-based correction across the commodity complex. As the markets reach the half-year mark, Darrell breaks down the technical and fundamental forces driving recent sell-offs and what investors should watch heading into the second half of the year. Key Discussion Points: * Broad-Based Market Correction: An overview of the recent sell-off across energy and metals, examining whether this indicates the end of the long-term commodity bull market or a healthy, constructive pause. * The Energy Complex & WTI Crude: A look at the bearish and bullish factors impacting oil as it tests key moving averages, alongside the market's reaction to regional conflicts and global supply disruptions. * Natural Gas Trends & Seasonality: Analysis of the current range-bound natural gas market, record temperatures in Europe, shifting US weather patterns, and the latest storage data. * Precious Metals & Gold's Psychological Floor: A deep dive into gold and silver's sharp corrections, the influence of a hawkish Federal Reserve, and how the $4,000 level is acting as a major technical support zone. * Base Metals Resilience & Copper Tariffs: An exploration of why copper remains the strongest major commodity despite broader base metal sell-offs, and what the upcoming tariff decisions mean for the market.   Click here to learn more about Bannockburn Capital Markets  - https://www.bannockburnglobal.com/ [https://www.bannockburnglobal.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.