Crux Investor
Company Interviews
An insight into junior mining and opportunities to invest. Company Interviews, a Crux Investor show, exists to cut through the jargon, bias and bluster. Matthew Gordon, and guest host Merlin Marr-Johnson hone in on the important factors that indicate a company's strong footing for growth and success.
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Crux Investor
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Seneste episode
25. okt. 2026
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Episoder
ATHA Energy (TSXV:SASK) - Ex-Cameco Team Makes 2nd High Grade Discovery 21.07.2025 30:45
Interview with Troy Boisjoli, CEO of ATHA Energy Corp. Our previous interview: https://www.cruxinvestor.com/posts/atha-energy-tsxvsask-maiden-drill-hole-success-validates-district-scale-uranium-potential-7358 Recording date: 18th July 2025 ATHA Energy's technical team has demonstrated exceptional discovery capabilities with consecutive high-grade uranium intersections at the Angilak project, valid...
Myriad Uranium (CSE:M) - 60% Grade Boost to Potential 100 Mlbs+ Wyoming Project 19.07.2025 34:52
Interview with Thomas Lamb, CEO of Myriad Uranium Corp. Our previous interview: https://www.cruxinvestor.com/posts/us-uranium-sector-gains-under-pro-nuclear-push-7164 Recording date: 15th July 2025 Myriad Uranium Corp (CSE:M) has unveiled significant value enhancement at its flagship Copper Mountain project in Wyoming, where modern chemical assay techniques are revealing substantially higher urani...
Surface Metals (CSE:SUR) - Former Lithium Player Pivots to Nevada Gold with Walker Lane Project 19.07.2025 31:19
Interview with Stephen Hanson, President & CEO of Surface Metals Inc. Our previous interview: https://www.cruxinvestor.com/posts/acme-lithium-acme-despatches-from-the-lithium-front-line-3054 Recording date: 14th July 2025 Surface Metals (CSE:SUR), formerly Acme Lithium, has successfully executed a strategic transformation that positions the company for value creation across two critical commod...
Gold: Strategic Vision vs. Market Hype - How Mining Leaders Navigate Cycles 19.07.2025 37:29
Interview with Niël Pretorius, CEO of DRDGOLD Ltd. Our previous interview: https://www.cruxinvestor.com/posts/drdgold-nysedrd-gold-recovery-from-historical-tailings-7131 Recording date: 15th July 2025 As gold prices reach unprecedented levels, DRD Gold CEO Niël Pretorius offers a compelling blueprint for mining leadership during turbulent market conditions. His approach combines conservative capit...
Mining Royalty Sector Explodes with Massive Consolidation & Fresh Capital 19.07.2025 34:12
Interview with Brendan Yurik, CEO of Electric Royalties Ltd. Our previous interview: https://www.cruxinvestor.com/posts/electric-royalties-tsx-v-elec-35-assets-approaching-revenue-potential-in-2025-6322 Recording date: 11th July 2025 The mining royalty sector is undergoing unprecedented transformation, driven by significant consolidation activity and the entrance of non-traditional capital sources...
Kenmare Resources (LSE:KMR) - Titanium Giant Positioned for Long-Term Growth 18.07.2025 44:49
Interview with Tom Hickey, Managing Director, Kenmare Resources Recording date: 16th July 2025 Kenmare Resources operates one of the world's most significant titanium dioxide mineral sands mines in Mozambique, establishing itself as the third-largest global producer of ilmenite, zircon, and rutile. With nearly 40 years of in-country presence and 20 years in production, the company's Moma mine repr...
Integra Resources (TSXV:ITR) - Meet the Team - Jason Banducci 18.07.2025 22:34
Interview with Jason Banducci, VP of Corporate Development & IR of Integra Resources Corp. Our previous interview: https://www.cruxinvestor.com/posts/integra-resources-tsxvitr-nevada-gold-producer-targets-300k-oz-with-60m-war-chest-7268 Recording date: 15th July 2025 Jason Banducci serves as Vice President of Corporate Development and Investor Relations at Integra Resources, where he oversees...
G2 Goldfields (TSX:GTWO) - High Grade Gold Developer Targets Imminent Strategic Exit 18.07.2025 20:14
Interview with Dan Noone, CEO of G2 Goldfields Inc. Our previous interview: https://www.cruxinvestor.com/posts/gold-industry-leaders-confident-in-multi-year-bull-market-cycle-7179 Recording date: 17th July 2025 G2 Goldfields (TSX: GTWO) has emerged as a compelling takeover target following exceptional drilling results at its New Oko Discovery in Guyana and the strategic exit of AngloGold Ashanti f...
GreenLight Metals (TSXV:GRL) - VMS Explorer Targets 15-20Mt Resource 16.07.2025 29:27
Interview with Matt Filgate, President & CEO of Greenlight Metals Inc. Recording date: 11th July 2025 Greenlight Metals (TSXV:GRL) has emerged as the sole active mining explorer in Wisconsin, positioning itself to capitalize on unprecedented demand for domestic copper supply amid the Trump administration's aggressive trade policies. The company is focused on developing high-grade VMS copper de...
20-Year Silver Producer Silvercorp (TSX:SVM) Expands to Ecuador with $12 Costs vs $35+ Prices 16.07.2025 28:02
Interview with Lon Shaver, President of Silvercorp Metals Inc. Our previous interview: https://www.cruxinvestor.com/posts/silver-demand-rises-as-supply-struggles-to-keep-pace-7082 Recording date: 9th July 2025 Silvercorp Metals presents a compelling investment opportunity as a proven silver producer positioned to capitalize on favorable market dynamics and structural shifts in silver demand. With...
Kootenay Silver (TSXV:KTN) - 300Moz Silver Portfolio on Rise in Silver's New Bull Cycle 15.07.2025 36:52
Interview with James McDonald, President & CEO of Kootenay Silver Inc. Our previous interview: https://www.cruxinvestor.com/posts/kootenay-silver-ktn-high-grade-mexican-silver-explorer-and-developer Recording date: 9th July 2025 Kootenay Silver (TSXV:KTN) represents a compelling investment opportunity in the emerging silver bull market, combining proven management expertise with high-grade Mex...
Elementos Limited (ASX:ELT) - Europe's Sole Tin Project Targets Critical Supply Shortage 15.07.2025 44:01
Interview with Joe David, Managing Director of Elementos Ltd. Recording date: 10th July 2025 Elementos Limited (ASX:ELT) is positioning itself as a unique player in the critical minerals sector through its vertically integrated tin operation spanning from mine to metal production in Spain. The company's flagship Oropesa project in Andalusia has published a robust Definitive Feasibility Study demon...
Atlas Salt (TSXV:SALT) - $100M Annual Cash Flow, 34 Years Mine Life 11.07.2025 45:28
Interview with Nolas Paterson, CEO of Atlas Salt Inc. Recording date: 8th July 2025 Atlas Salt (TSXV: SALT) presents a compelling value proposition for investors seeking exposure to North America's critical infrastructure mineral supply deficit through a strategically positioned, environmentally sustainable industrial mineral project. Under new CEO Nolan Peterson's leadership, the company is advan...
Coda Minerals (ASX:COD) - 95% Copper Recovery, $802 Million Post-Tax NPV 11.07.2025 41:16
Interview with Chris Stevens, CEO of Coda Minerals Ltd. Our previous interview: https://www.cruxinvestor.com/posts/coda-minerals-asxcod-copper-cobalt-project-demonstrates-robust-economics-7009 Recording date: 8th July 2025 Coda Minerals Limited (ASX:COD) represents a compelling investment opportunity in the rapidly strengthening copper market, positioned at the critical intersection of technical i...
Flagship Minerals (ASX:FLG) - Gold & Copper Potential in Chile 11.07.2025 31:33
Interview with Paul Lock, Managing Director of Flagship Minerals Recording date: 8th July 2025 Flagship Minerals (ASX:FLG) presents a compelling investment opportunity following its strategic pivot from lithium to gold and copper assets in Chile's established mining jurisdiction. Under Managing Director Paul Lock's leadership, the company has transformed from an exploration entity to a near-develo...
Yellow Cake (LSE:YCA) - 22Mlbs of Uranium Resource Positions for AI & Data Centers Nuclear Demand 11.07.2025 38:43
Interview with Andre Liebenberg, Executive Director & CEO of Yellow Cake PLC Our previous interview: https://www.cruxinvestor.com/posts/slow-supply-fast-demand-uraniums-new-investment-reality-7136 Recording date: 7th July 2025 Yellow Cake presents a compelling pure-play uranium investment opportunity positioned to capitalize on structural supply-demand imbalances in the global uranium market....
Mining Royalty Companies Trading with 150% Upside to M&A Valuations Signal Major Opportunities 11.07.2025 34:05
Recording date: 8th July 2025 Olive Resource Capital's impressive 33% first-half return demonstrates the potential for focused mining investment strategies. The fund's success with three key holdings—Omai Gold Mines, Troilus Gold, and Sailfish Royalties—each delivering over 100% returns, validates the selective positioning approach within the mining sector. Troilus Gold's appreciation from the $30...
Marimaca Copper (TSX:MARI) - Drilling Results Show District-Scale Copper System 04.07.2025 18:17
Interview with Hayden Locke, CEO and President, Marimaca Copper Our previous interview: https://www.cruxinvestor.com/posts/marimaca-copper-tsxmari-big-discovery-adds-high-grade-scale-7123 Recording date: 3rd July, 2025 Marimaca Copper Corp has announced a potentially transformational discovery at its Pampa Medina project in Chile's Atacama Desert, with drilling results intersecting some of the hi...
Summer Mining Markets: Sleepy or Secretly Active? 04.07.2025 16:50
Recording date: 2nd July 2025 The conventional wisdom about summer doldrums in mining and resource investing deserves significant reconsideration, according to recent analysis by Derek Mcpherson and Sam Pelaez of Olive Resource Capital. Their examination of historical performance data reveals a market environment far more dynamic and opportunity-rich than traditional seasonal assumptions suggest....
ATHA Energy (TSXV:SASK) - Maiden Drill Hole Success Validates District-Scale Uranium Potential 01.07.2025 30:07
Interview with Troy Boisjoli, CEO of ATHA Energy Corp. Our previous interview: https://www.cruxinvestor.com/posts/atha-energy-tsxvsask-district-scale-uranium-discovery-potential-in-untested-basin-7260 Recording date: 27th June 2025 ATHA Energy Corp. (TSXV: SASK) has delivered significant exploration results from its Angilak Uranium Project in Nunavut, Canada, marking a pivotal breakthrough for the...
Omai Gold Mines (TSXV:OMG) - High-Grade Discovery Transforms Economics of Historic Guyana Mine 30.06.2025 22:43
Interview with Elaine Ellingham, President & CEO of Omai Gold Mines Corp. Our previous interview: https://www.cruxinvestor.com/posts/omai-gold-mines-tsxvomg-drill-program-reveals-high-grade-gold-6891 Recording date: 27th June 2025 Omai Gold Mines (TSXV:OMG) is advancing the development of what was once South America's largest primary gold producer, leveraging significant resource expansion and...
enCore Energy (TSXV:EU) - US Uranium Leader Doubles Production to 3,700 lbs/day in Q2 Turnaround 30.06.2025 32:43
Interview with William Sheriff, Executive Chairman of enCore Energy Corp. Our previous interview: https://www.cruxinvestor.com/posts/encore-energy-tsxv-eu-uranium-production-reset-sparks-opportunity-6905 Recording date: 27th June 2025 enCore Energy Corp (TSXV:EU), the leading in-situ recovery uranium producer in the United States, has achieved a dramatic operational transformation following a stra...
Erdene Resource Development (TSX:ERD) - Mongolia Gold Mine 98% Complete, First Pour September 2025 30.06.2025 28:54
Interview with Peter Akerley, President & CEO of Erdene Resources Development Corp. Our previous interview: https://www.cruxinvestor.com/posts/erdene-resource-development-tsxerd-mongolia-gold-developer-to-pour-first-gold-by-q3-2025-6815 Recording date: 27th June 2025 Erdene Resource Development (TSX:ERD) is on the verge of becoming Mongolia's newest gold producer, with construction at its flag...
Crypto Giant Tether Acquires Controlling Stake in Gold Mining Royalty Firm 27.06.2025 24:24
Recording date: 25th June 2025 Compass, episode 20 Tether, the company behind the USDT stablecoin, has acquired a 37.8% stake in Elemental Altus Royalties Corp, marking a significant development for the mining royalty sector. The transaction, executed at $1.55 per share through purchases from La Mancha and another shareholder, and grants Tether the right to acquire up to 51.8% of the company. The...
Revival Gold (TSXV:RVG) - Fast-Tracked for 100k Production by 2028 27.06.2025 33:08
Interview with Hugh Agro, President & CEO of Revival Gold Inc. Our previous interview: https://www.cruxinvestor.com/posts/gold-copper-developers-disciplined-approach-to-project-advancement-7086 Recording date: 25th June 2025 Revival Gold (TSXV:RVG) is accelerating development of its Mercur gold project in Utah, positioning itself as a near-term producer in response to favorable market conditio...
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