# Erik Wetterling – Commodities Global Expo Conferences Recap - Value Proposition In Rua Gold, Excellon Resources, Highlander Silver, and Sonoro Gold

Page: https://stenobird.com/podcast/the-ke-report-5642261/erik-wetterling-commodities-global-expo-conferences-recap-value-proposition-in-rua-gold-excellon-resources-highlander-silver-and-sonoro-gold
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Podcast: [The KE Report](https://stenobird.com/podcast/the-ke-report-5642261)
Published: 2026-05-28T04:57:57+00:00
Episode link: https://kereport.podbean.com/e/erik-wetterling-%e2%80%93-commodities-global-expo-conferences-recap-value-proposition-in-rua-gold-excellon-resources-highlander-silver-and-sonoro-gold/
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Duration seconds: 1067

## Resource

Erik Wetterling, Founder and Editor of The Hedgeless Horseman website, joins me to review the key takeaways from both the Commodities Global Expo Conferences we just attended in Washington D.C. and Fort Lauderdale. He also highlights the value proposition that has his attention from 4 of the gold and silver developers which he met with at the conferences, that have put out compelling news in the recent past and that have key growth catalysts on tap in the medium-term. The companies we discussed in the interview are: Rua Gold Inc. (TSX: RUA) (NZX: RGI) (OTCQX: NZAUF) - On May 5, 2026, the Company announced the results of a positive Preliminary Economic Assessment (PEA) for its 100%-owned Auld Creek Gold-Antimony Project in the Reefton Goldfield, New Zealand. The PEA — prepared in accordance with NI 43-101 disclosure standards and effective April 25, 2026 — highlights the potential for robust economics from a high-grade, shallow underground starter mine, supported by access to established Reefton infrastructure for efficient transporting to port. Excellon Resources Inc. (TSXV: EXN) (OTC Pink: EXNRF) (FSE: E4X2) – On May 27, 2026, the Company provided a market update on operational activities at its 100%-owned Mallay silver-lead-zinc mine in central Peru. Mill ready for pre-commissioning. All critical refurbishment and wet commissioning milestones completed; bulk-sample campaign targeted for June 2026. ~15,000 tonnes stockpiled from Isguiz vein and Footwall Zone. Surface stockpile provides representative feed for the pre-commissioning bulk-sample campaign. Infill drilling informing updated restart planning. Results from the ~2,500-metre program are being integrated into the geological model; the Company expects to have an updated restart plan and schedule in early Q3/26.…

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