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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Web del podcast
Último episodio
29 de oct. de 2026
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Episodios
Mining Stocks Face Major Catalysts as Fall Season Approaches 05.09.2025 36:06
Recording date: 19th August 2025 Olive Resource Capital leadership conducted a comprehensive portfolio review ahead of the fall mining conference season, identifying multiple catalysts expected to drive performance through year-end. Executive Chair Derek Mcpherson and President/CEO/CIO Sam Pelaez outlined their "defensive" strategy, evaluating existing positions and upcoming milestones during the...
Coda Minerals (ASX:COD) - 95% Recovery Rate Transforms Copper Project Into Tier-1 Asset 05.09.2025 37:39
Interview with Chris Stevens, CEO of Coda Minerals Ltd. Our previous interview: https://www.cruxinvestor.com/posts/coda-minerals-asxcod-95-copper-recovery-802-million-post-tax-npv-7406 Recording date: 28th August 2025 Coda Minerals Limited (ASX: COD) has achieved a significant technical breakthrough that fundamentally transforms its Elizabeth Creek copper-silver project in South Australia. The com...
Abitibi Metals (CSE:AMQ) - High-Grade Copper Expansion Project in Canada 05.09.2025 30:38
Interview with Jon Deluce, Founder & CEO of Abitibi Metals Corp. Our previous interview: https://www.cruxinvestor.com/posts/abitibi-metals-cseamq-unlocking-an-185mt-copper-gold-asset-hidden-for-20-years-7224 Recording date: 26th August 2025 Abitibi Metals Corp. is advancing a high-grade, Quebec-based polymetallic development anchored by the B26 deposit, an asset optioned from SOQUEM, that comb...
Empire Metals (LON:EEE) - Western Australia Titanium Disruptor Targets 2026 Piloting Operations 05.09.2025 39:21
Interview with Shaun Bunn, Managing Director of Empire Metals Ltd. Our previous interview: https://www.cruxinvestor.com/posts/empire-metals-loneee-colossal-titanium-discovery-set-to-revolutionise-global-supply-6918 Recording date: 21st August 2025 Empire Metals (LON:EEE) is rapidly developing its Pitfield Titanium project in Western Australia, positioning itself as a potential disruptor in the glo...
Ardea Resources (ASX:ARL) - Japanese Giants Fund $98.5M DFS for Australia's Largest Nickel Project 05.09.2025 33:51
Interview with Andrew Penkethman, MD & CEO of Ardea Resources Ltd. Our previous interview: https://www.cruxinvestor.com/posts/ardea-resources-asxarl-japanese-back-australias-largest-nickel-project-6747 Recording date: 21st August 2025 Ardea Resources (ASX: ARL) is advancing Australia's largest nickel-cobalt project during a period of significant industry consolidation, positioning itself as on...
Cobra Resources (LSE:COBR) - Dual Critical Minerals Play with ISR Rare Earths & Copper Surge 05.09.2025 30:53
Interview with Rupert Verco, CEO & Managing Director of Cobra Resources PLC Our previous interview: https://www.cruxinvestor.com/posts/cobra-resources-lsecobr-unveiling-new-ionic-rare-earth-mineral-discoveries-at-boland-prospect-3851 Recording date: 27th August 2025 Cobra Resources PLC (LSE:COBR) is positioning itself at the forefront of the critical minerals supply chain through its innovativ...
Pacific Lime & Cement (ASX:PLA) - PNG's First Lime Producer Targets $50M Import Replacement Market 05.09.2025 1:02:47
Interview with Paul Mulder, Managing Director of Pacific Lime & Cement Ltd. Recording date: 26th August 2025 Pacific Lime & Cement is developing Papua New Guinea's first integrated lime and cement production facility, targeting a market opportunity worth over $50 million annually in import replacement. Led by Managing Director Paul Mulder, a 30-year resources veteran with experience at BH...
K2 Gold (TSXV:KTO) - High-Grade Mojave Project Nears Major Drilling Breakthrough 05.09.2025 21:45
Interview with Anthony Margarit, President & CEO of K2 Gold Our previous interview: https://www.cruxinvestor.com/posts/k2-gold-kto-ma-in-nevada-is-focus-1479 Recording date: 28th August 2025 K2 Gold Corporation (TSXV: KTO) stands on the verge of a significant milestone as its flagship Mojave project in California approaches final Environmental Impact Statement (EIS) permitting approval. The co...
Standard Uranium (TSXV:STND) - $3.5M Raised to Hunt High-Grade Uranium 05.09.2025 27:27
Interview with Sean Hillacre, President & VP Exploration, and Jon Bey, CEO of Standard Uranium Ltd. Our previous interview: https://www.cruxinvestor.com/posts/standard-uranium-tsxvstnd-dual-model-explorer-eyes-high-grade-discovery-at-davidson-river-7231 Recording date: 27th August 2025 Standard Uranium Corporation (TSXV: STND) has announced a CAD $3.5 million non-brokered private placement to...
P2 Gold Inc. (TSXV:PGLD) - 3.5M Ounce Gabbs Project Advances on Metallurgical Breakthrough 05.09.2025 27:54
Interview with Joseph Ovsenek, President & CEO, and Ken McNaughton, CExpO of P2 Gold Inc. Our previous interview: https://www.cruxinvestor.com/posts/p2-gold-pgld-goldcopper-explorer-racing-to-production-3124 Recording date: 27th August 2025 P2 Gold Corp (TSXV:PGLD) is positioning itself as Nevada's next significant precious metals producer through its flagship Gabbs gold-copper project, led by...
Sunrise Energy Metals (ASX:SRL) – First Primary Scandium Mine to Displace China 05.09.2025 43:59
Interview with Sam Riggall, Managing Director & CEO of Sunrise Energy Metals Our previous interview: https://www.cruxinvestor.com/posts/sunrise-energy-metals-srl-400m-for-nickel-cobalt-developer-1954 Recording date: 26th August 2025 Sunrise Energy Metals (ASX:SRL) is developing what would become the world's first primary scandium mine in New South Wales, Australia, as global supply chains face...
Pivotal Metals (ASX:PVT) - $7M Market Cap Targets 400kt CuEq Resource Unlock 05.09.2025 29:42
Interview with Ivan Fairhall, Managing Director of Pivotal Metals Ltd. Recording date: 26th August 2025 Pivotal Metals Limited operates two complementary mining projects in Quebec that highlight the current disconnect between asset quality and market valuation in the junior mining sector. The company's flagship Horden Lake copper project contains 400,000 tons of copper equivalent resources, positi...
IsoEnergy (TSX:ISO) - Inside IsoEnergy's Strategic Play on Uranium's Supply-Demand Revolution 05.09.2025 45:03
Interview with Philip Williams, Director & CEO of IsoEnergy Ltd. Our previous interview: https://www.cruxinvestor.com/posts/the-next-uranium-supercycle-energy-fuels-isoenergy-on-geopolitics-mills-and-market-gaps-7209 Recording date: 4th September 2025 IsoEnergy presents a compelling investment opportunity in the uranium sector through its strategically diversified portfolio approach at a time...
Global Atomic (TSX:GLO) Global Atomic (TSX:GLO) - Africa's Highest-Grade Uranium Mine Could Match All US Production 05.09.2025 25:25
Interview with Stephen G. Roman, President & CEO of Global Atomic Corp. Our previous interview: https://www.cruxinvestor.com/posts/global-atomic-tsxglo-advancing-uranium-production-in-niger-6089 Recording date: 4th September 2025 Global Atomic Corporation presents a compelling uranium investment opportunity at the intersection of critical supply shortages and surging demand from both tradition...
Gunnison Copper (TSX:GCU) - Nears Copper Production Start in September 2025 05.09.2025 40:28
Interview with Stephen Twyerould, President & CEO of Gunnison Copper Recording date: 25th August 2025 Gunnison Copper (TSX:MIN) is set to begin copper cathode production in September 2025 through its Johnson Camp mine in southeast Arizona. This near-term production is enabled by an innovative partnership with Nuton LLC, a Rio Tinto venture, which has invested over $100 million to finance const...
F3 Uranium (TSXV:FUU): Billion-Dollar Discovery Team Strikes Again in World's Best Uranium District 05.09.2025 20:49
Interview with Dev Randhawa, Chairman & CEO of F3 Uranium Corp. Our previous interview: https://www.cruxinvestor.com/posts/f3-uranium-tsxvfuu-makes-fourth-high-grade-discovery-in-athabasca-basin-7010 Recording date: 4th September 2025 F3 Uranium represents a compelling investment opportunity positioned at the convergence of artificial intelligence-driven energy demand and a tightening uranium...
Viridis Mining & Minerals (ASX:VMM) - How this Rare Earth Giant's Grades Could Reshape Global Supply 05.09.2025 38:37
Interview with Rafael Moreno, Managing Director & CEO of Viridis Mining & Minerals Recording date: 2nd Sept 2025 Viridis Mining & Minerals (ASX:VMM) is advancing the Colossus ionic clay rare earth project in Brazil’s Minas Gerais state, focused on producing high-value rare earth elements neodymium, praseodymium, dysprosium, and terbium (NdPr-DyTb) with very low radioactive content. The...
How to Spot Value Traps vs. Real Opportunities in Mining Stocks 05.09.2025 33:34
Recording date: 2nd September 2025 Derek Mcpherson and Sam Pelaez of Olive Resource Capital recently detailed their institutional approach to junior mining investments, emphasizing both defensive portfolio management and offensive opportunity identification ahead of major industry conferences. The investment team reported strong performance across core holdings, validating their defensive thesis....
Pulsar Helium (TSXV:PLSR) - Exceptional 14.5% Concentrations Drive Resource Expansion Program 05.09.2025 27:03
Interview with Thomas Abraham-James, President & CEO of Pulsar Helium Inc. Our previous interview: https://www.cruxinvestor.com/posts/pulsar-helium-tsxvplsr-high-grade-us-discovery-nears-production-6551 Recording date: 2nd September 2025 Pulsar Helium Inc. (TSXV:PLSR) is developing one of North America's most promising primary helium projects, with its flagship Topaz operation in Minnesota dem...
American Uranium (ASX:AMU) - Strategic Rebrand & Partnership Targets Growing Nuclear Demand 05.09.2025 30:01
Interview with Bruce Lane, Executive Director & CEO of American Uranium Our previous interview: https://www.cruxinvestor.com/posts/us-uranium-sector-gains-under-pro-nuclear-push-7164 Recording date: 3rd September 2025 American Uranium Limited (ASX:AMU), formerly GTI Energy Ltd, has strategically repositioned itself to capitalize on America's uranium supply crisis through its flagship Lo Herma...
New Found Gold (TSXV:NFG) - Eric Sprott Increases Holding with $20M Placement 27.08.2025 9:43
Interview with Keith Boyle, CEO of New Found Gold Corp. Our previous interview: https://www.cruxinvestor.com/posts/new-found-gold-tsxvnfg-all-known-questions-answered-august-2025-7640 Recording date: 26th August 2025 New Found Gold has secured significant additional backing from Eric Sprott, who invested an additional $20 million through a private placement expected to close by the end of August....
i-80 Gold (TSX:IAU) - 14Moz Resource Base Targets Mid-Tier Producer Status 27.08.2025 32:50
Interview with Richard Young, President & CEO of i-80 Gold Corp. Our previous interview: https://www.cruxinvestor.com/posts/i-80-gold-corp-iau-explore-develop-mine-au-ag-zn-pb-in-nevada-3037 Recording date: 25th August 2025 i-80 Gold (TSX:IAU) is executing an ambitious transformation from minimal production to becoming Nevada's next significant gold producer, targeting 600-700,000 ounces annua...
Getchell Gold (CSE:GTCH) - Low Cost 117,000oz pa with 10.5 year Life of Mine 23.08.2025 37:17
Interview with Mike Sieb, President & Director of Getchell Gold Corp. Recording date: 20th August 2025 Getchell Gold Corp (CSE:GTCH) has transformed from a debt-burdened explorer into a financially robust developer with one of Nevada's most promising gold projects. The company's Fondaway Canyon Gold Project now hosts a substantial 2.3 million ounce resource at attractive grades of 1.3-1.5 gram...
GR Silver Mining (TSXV:GRSL) – $13.8M Raise Powers Dual Mexico Assets with Near-Term Revenue Plan 21.08.2025 35:48
Interview with Marcio Fonseca, CEO of GR Silver Mining Ltd. Our previous interview: https://www.cruxinvestor.com/posts/gr-silver-tsxvgrsl-spotting-opportunity-in-mexicos-silver-renaissance-6324 Recording date: 20th August 2025 GR Silver Mining has raised CAD $13.8 million, surpassing its original CAD $12 million target, underscoring investor confidence in the company’s dual-asset strategy that com...
Green Critical Minerals (ASX:GCM) - VHD Graphite Tech Targets $17B Data Center Market 13.08.2025 51:51
Interview with Clinton Booth, Managing Director of Green Critical Minerals Ltd. Recording date: 29th July 2025 Green Critical Minerals (GCM) has executed a strategic transformation from traditional mineral exploration to advanced technology manufacturing, positioning itself at the forefront of the rapidly expanding thermal management market. Under Managing Director Clinton Booth's leadership, the...
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