Mr. Corey Nolan

Jeff Christian & Josef Schachter - Gold And Energy: Central Bank Buying & Undervalued Energy Stocks

Gold bull market is moving from mid to late stage; further upside is likely but a cyclical peak may arrive within one to two years. Central bank gold buying follows price rather than driving it - central banks are price-sensitive and buy more when gold dips. US stablecoin regulation allows operators to sever the token-to-asset link, plus self-audited gold holdings - a red flag for tokenized metal. Solar has driven silver fabrication demand growth for a quarter century but that pillar may have peaked in 2025 with an 8-10% drop ahead. Canadian energy juniors trade under two-times cash flow; oil likely stays in $75-90 range until November midterms with LNG arbitrage wide open.

Q2 Metals - Key Leadership Hires, 50,000m Drilled, and the Upcoming PEA At The Cisco Lithium Project

• Top takeaway Corey Nolan hosts the interview for The KE Report, pressing Milne on the rationale for team hires, project maturation, drilling meters, treasury, and the path from PEA to PFS.

Q2 Metals is shifting from exploration to development at Cisco, adding VPs of Technical Services and Environmental/Regulatory Affairs ahead of its PEA. The Quebec lithium project has now crossed 50,000 meters of drilling in two years, with four rigs turning and assays expected in the near term. A 20,000-meter summer drill program aims to upgrade Inferred resources to Indicated, the resource category required for the upcoming PEA. The treasury sits near $70 million after a May raise led by Canaccord plus warrant proceeds, funding a multi-season drill cadence. Wildfire-season delays in James Bay pushed fieldwork into fall and winter, but the cash balance and rig plan keep momentum going.

EraNova Metals - Recapping the Adanac PEA: Project Scale, Valuation Gaps, and Strategic Partners

• Top takeaway Nolan presses Eades on the $10M market cap versus ~$950M capex mismatch, asking how the company intends to close that gap and convince the market the project can move forward.
• He probes the partnership angle, suggesting that even with a project this large, bringing in a major partner at the current market cap seems premature.

Adanac PEA delivers C$714M after-tax NPV and 23.5% IRR at a $25/lb molybdenum base case, climbing toward C$1.3B near current ~$32 spot. EraNova frames its C$950M capex as a staged-financing puzzle — debt, government critical-mineral grants, offtakes, and streaming — rather than a single raise. EraNova argues the project advances to feasibility faster than typical PEA-stage peers because 93% of its resource is already Measured and Indicated. Near-term catalysts include strategic-partner talks, optionality at the Atlin Discovery precious-metals targets, and pursuit of government critical-mineral funding. CEO Meredith Eades argues early-developer market-cap-to-NPV gaps close as projects de-risk through staged milestones, not one large financing event.

Miata Metals - Suriname Gold Explorer: 25,000M Drill Program, La Mancha New Strategic Shareholder

• Top takeaway The host steers the interview toward upcoming drill assays from John's Trend, Big Burg, and Puma and frames La Mancha's investment as a key strategic endorsement.

Miata Metals' three Sela Creek discoveries — John's Trend, Big Berg, and Puma — appear to be merging into one district-scale gold system. A 25,000m drill program at Sela Creek is two-thirds complete, with results from about 5,000m of drilling still pending. La Mancha's 19.9% strategic stake and 18-month lockup add third-party validation alongside a $25M+ bought deal financing. The Guiana Shield mirrors West Africa's Birimian belt, positioning Suriname as one of the most underexplored gold frontiers. A third drill rig is arriving and management is planning a 40,000m program in 2026, signaling sustained exploration pace.

RK Equity - Critical Mineral Market Trends: Supply Chains, Policy Shifts, and Outlook

• Top takeaway Corey Nolan hosts the KE Report segment and frames the August 2026 conversation as a critical-minerals rebound after a May–July sell-off tied to broader commodity weakness, then asks the guests to weigh the August 7 White House mining announcements.

The critical minerals sector is rebounding after a brutal May-July sell-off that hit lithium, rare earths, and base metals hardest. The US government announced $2.1B in new mining funding on August 7, with $1.4B going to Sila Nanotechnologies for anode and battery production. A glaring gap remains in midstream cathode processing in the US — lithium must still be shipped to China and back to make batteries domestically. Building a new mine takes 2-3 years with a feasibility study and up to 10-15 years from exploration to production in tougher jurisdictions. Investors should pick a commodity first, then target deposits on the low end of the cost curve with credible offtake partners, including trusted Chinese firms.

Nick Hodge – Shifting Macro Forces May Ignite A Blaze In Gold, Copper, Rare Earths, & Uranium Stocks

• Top takeaway Host Corey Nolan agrees with Nick that copper is their favorite sector right now and pushes back on the seasonality framing, attributing gold's positive month more to the dollar turn than to seasonality.
• He also points to Q2 earnings season and a heavy drill-news flow into the Beaver Creek and Denver Gold Forum as potential catalysts for the sector.

A softer dollar below 100 with bond yields rolling over is giving gold, silver, and resource stocks a bid into fall. Copper is Nick's favorite 2026 metal, with prices hitting new all-time highs above $6.70/lb on US-bound flows and tariff-driven positioning. Pre-resource explorers without a defined resource routinely sell off 50-60% on mediocre drill results as the market anticipates upcoming dilution from capital raises. Critical minerals need capital deployment and permitting fast-tracking rather than policy announcements — uranium's fourfold price rise barely moved US output. Defense-grade heavy rare earths (specialty metals for magnets) drive Nick's investment thesis, with Energy Fuels (UUUU) and CoTec (CTH) as his top holdings.

Marc Chandler - Rising Rates, Dollar Strength, Fed Meeting Expectations

• Top takeaway He frames the episode around the two stories of the week to July 24, 2026, rising rates and a rising dollar, and points viewers to central banks, mostly the Fed, the following week.
• He asks whether the midterms factor into the Fed's short-end decision and whether foreign selling of 10- and 30-year bonds reflects repositioning into equities.

Rising oil is the thread tying it together: the guest argues higher crude prices are pushing up Treasury yields and Fed hike odds. The market now prices roughly a one-in-three chance of a Fed hike next week, up from about one in six a week earlier. Foreigners keep buying US equities instead of Treasuries, and the guest sees the dollar tracking short-term US rates. The two-year yield, not the long end, is the cleanest gauge of policy expectations, so the guest watches it first. He expects one hike in Q3 and a second in Q4, but leans against a July move under new Fed Chair Kevin Warsh.