This is our standard Sunday posting on The KE Report Substack.
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This week’s interviews feature high-grade gold and silver hits, pre-feasibility economics, mine restart strategies, and production ramp-ups across Canada, the U.S., Brazil, and Scandinavia. If you’re tracking catalysts in the junior mining sector, don’t miss these updates.
Novo Resources (TSX.V: NVO) – Drilling Plans Expand at John Bull
Gold anomaly extended, and the drills are turning.
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Recent soil sampling revealed a much larger anomaly than expected.
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John Bull is shaping up as a core 2025 target for Novo.
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Follow-up drilling is underway with assays expected soon.
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K2 Gold (TSX.V: KTO) – Mojave Project Advances with EIS Draft
Drilling is back on the radar at this U.S. gold project.
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The Draft Environmental Impact Statement is now published.
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Exploration could resume in H2 pending approvals.
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K2 remains focused on expanding this oxide gold system.
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Kootenay Silver (TSX.V: KTN) – Drill Results Fuel Maiden Resource Plans
Columba is growing into a high-grade silver project.
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Strong silver hits continue from the latest drill program.
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Step-outs are expanding known veins and identifying new ones.
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A maiden resource estimate is on track for late 2025.
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Canadian Gold Corp (TSX.V: CGC) – Restart Strategy for Tartan Mine
High-grade Manitoba mine could come back to life.
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New CEO outlines a path to restart the historic Tartan Mine.
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Drill programs are underway to upgrade and expand resources.
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Early-stage engineering studies are also progressing.
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West Red Lake Gold Mines (TSX.V: WRLG) – Bulk Sample Beats Expectations
Reconciliation results from Madsen impress.
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The bulk sample program shows higher-than-modeled grades.
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These positive results support the restart thesis at Madsen.
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Further processing data expected this quarter.
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Blackrock Silver (TSX.V: BRC) – Monster Grades at Tonopah West
Multiple kilo-plus silver hits drive excitement.
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New assays include 3,182 g/t AgEq and others over 1 kg/t.
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Drilling is targeting extensions of known high-grade zones.
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Project remains one of the highest-grade undeveloped silver plays.
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First Nordic Metals (TSX.V: FNM) – BOT Results at Nippas and Drilling at Aida
Setting up for a major drill test in Sweden.
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BOT sampling supports strong structural gold targets at Nippas.
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Aida target is about to see diamond drilling begin.
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Assays are pending for multiple zones.
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Scottie Resources (TSX.V: SCOT) – Resource Estimate Lays Foundation
Moving toward PEA with a DSO model.
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Maiden inferred resource offers flexibility for development.
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Company targeting high-grade direct shipping ore scenario.
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PEA expected to outline a streamlined capex path.
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Kuya Silver (CSE: KUYA) – Production Ramping Up at Bethania
Q1 shows clear progress toward full production.
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Output continues to rise as the company targets 350 tpd.
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Optimization underway to improve recovery and throughput.
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Phase 2 planning hints at expansion potential.
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TriStar Gold (TSX.V: TSG) – PFS Shows Robust Economics
Big upside at Castelo de Sonhos at $2,200 gold.
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After-tax IRR of 40% and NPV of $603M at base case gold.
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Sensitivities at $3,200 gold push NPV to $1.3B.
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Updated mine plan and capex profile looks manageable.
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Dryden Gold (CSE: DRY) – Bonanza Intercept in New Discovery
Over 3,000 g/t gold in new hanging wall zone.
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3.90m @ 301.67 g/t Au, including 0.60m @ 1,930 g/t Au.
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New discovery at the Elora system could open up more zones.
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Follow-up drilling is now the focus.
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Have questions for any of the companies? Or want us to interview others?
📩 Email us at Fleck@kereport.com or Shad@kereport.com