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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A podcast weboldala
Legutóbbi epizód
2026. okt. 30.
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Epizódok
Electra Battery Materials (NASDAQ:ELBM) - Pioneer Cobalt Refinery Enters Final Construction Stretch 18.08.2026 32:10
Interview with Heather Smiles, VP External Affairs & Corporate Development of Electra Battery Materials Our previous interview: https://www.cruxinvestor.com/posts/electra-battery-materials-nasdaqelbm-north-americas-first-cobalt-refinery-targets-2027-start-8710 Recording date: 14th August 2026 Electra Battery Materials is constructing what will be North America's only battery-grade cobalt sulfa...
Namibia Critical Metals (TSXV:NMI) - Partnership and $23M Earn-In Secured for Lofdal HREE Project 17.08.2026 22:21
Interview with Darrin Campbell, President & CEO of Namibia Critical Metals Inc. Our previous interview: https://www.cruxinvestor.com/posts/namibia-critical-metals-tsxvnmi-japan-backed-path-to-dfs-in-q2-2027-9891 Recording date: 13th August 2026 Namibia Critical Metals (TSXV:NMI) has reached a pivotal moment in the development of its Lofdal Heavy Rare Earth Project in Namibia. In July 2026, the...
Canada Nickel (TSXV:CNC) - Federal Approval + C$21 Million Funding for Crawford Project 17.08.2026 16:34
Interview with Mark Selby, CEO of Canada Nickel Our previous interview: https://www.cruxinvestor.com/posts/nickels-next-chapter-tight-supply-steady-demand-and-higher-price-floors-11311 Recording date: 13th August 2026 Canada Nickel Company Inc. (TSXV:CNC) has reached a milestone that few Canadian mining developers achieve: a positive federal decision statement for its 100%-owned Crawford Nickel-Co...
Asante Gold (CSE:ASE) - 4.6 Moz Gold Resource Base Anchors Disciplined 2026 Production 17.08.2026 28:58
Interview with Campbell Baird, CEO of Asante Gold Recording date: 13th August 2026 Asante Gold Corporation is working through an operational and leadership reset four months into Campbell Baird's tenure as Acting CEO, following the retirement of predecessor Dave Anthony. The company's investment case for 2026 hinges less on new catalysts than on execution against an already-disclosed plan: convert...
TriStar Gold (TSXV:TSG) - $603M NPV, 80% Peer Discount Gold Developer Awaits Court Ruling 17.08.2026 16:04
Interview with Nick Appleyard, CEO, TriStar Gold Our previous interview: https://www.cruxinvestor.com/posts/tristar-gold-tsxvtsg-legal-resolution-could-unlock-100m-in-shareholder-value-8034 Recording date: 13th August 2026 TriStar Gold Inc. (TSXV: TSG) is a Brazil-focused gold developer whose sole asset, the Castelo de Sonhos project in Pará State, presents one of the more striking valuation disco...
Hot Chili (TSXV:HCH) - 'Undervalued?' Investment Series, with Christian Easterday 13.08.2026 39:40
Interview with Christian Easterday, Managing Director and CEO, Hot Chili Limited Our previous interview: https://www.cruxinvestor.com/posts/hot-chili-tsxvhch-water-business-with-1b-npv-to-fund-copper-project-6917 Recording date: 10th August 2026 Hot Chili Limited (ASX/TSXV: HCH, OTCQX: HHLKF) is advancing the Costa Fuego Copper-Gold Project on Chile's Atacama coastline, positioning itself as one o...
Aureka (ASX:AKA) - Targets Early Cash Flow to Advance Its Larger Gold Project 13.08.2026 30:51
Interview with James Gurry, Managing Director & Jozef Story, Exploration Manager of Aureka Gold Recording date: 11th August 2026 Aureka (ASX:AKA) is an ASX-listed gold explorer and near-term developer operating a cluster of projects across Victoria's Stawell Corridor and St Arnaud goldfield, all within a 45-minute to one-hour drive of one another. The company was reconstituted from a distress...
Lithium Ionic (TSXV:LTH) - Non-Core Asset Sale Injects $30M to Fast-Track Bandeira 13.08.2026 25:19
Interview with Blake Hylands, CEO of Lithium Ionic Corp. Our previous interview: https://www.cruxinvestor.com/posts/lithium-ionic-tsxvlth-low-cost-developer-targets-construction-start-h2-2026-8741 Recording date: 6th August 2026 Lithium Ionic Corp has agreed to sell its non-core Baixa Grande lithium deposit in Brazil to PLS Group for up to US$70 million, a move that accelerates funding for the com...
Beetaloo Energy (ASX:BTL) - Nears First Gas as AI Data Centre Demand Builds 12.08.2026 31:42
Interview with Alex Underwood, Managing Director, Beetaloo Energy Our previous interview: https://www.cruxinvestor.com/posts/empire-energy-asxeeg-racing-to-unlock-vast-australian-shale-gas-resource-4901 Recording date: 7th August 2026 Beetaloo Energy Australia, formerly Empire Energy Group, is moving toward a crucial milestone in the development of the Northern Territory’s Beetaloo Basin, with fir...
Ridgeline Minerals (TSXV:RDG) - NGM Sale Funds Next Wave of Nevada Exploration 11.08.2026 28:43
Interview with Chad Peters, President & CEO of Ridgeline Minerals Corp. Our previous interview: https://www.cruxinvestor.com/posts/ridgeline-minerals-tsxvrdg-600m-free-carry-potential-on-partner-funded-crd-discovery-8609 Recording date: 7th August 2026 Ridgeline Minerals has completed the sale of four early-stage Nevada gold exploration projects to Nevada Gold Mines (NGM), generating US$23.15...
Grid Metals Corp (TSXV:GRDM) - Cesium Project in Manitoba Advances Towards Maiden Resource 08.08.2026 32:42
Interview with Robin Dunbar, President & CEO of Grid Metals Corp. Our previous interview: https://www.cruxinvestor.com/posts/grid-metals-tsxvgrdm-positioning-for-near-term-production-in-the-ultra-rare-cesium-market-9448 Recording date: 6th August 2026 Grid Metals Corp. is advancing the Falcon West project in southeastern Manitoba toward a maiden mineral resource estimate for cesium and lithium...
Commodity-Equity Gap Persists Through July: What It Means for H2 2026 08.08.2026 15:37
Recording date: 6th August 2026 Olive Resource Capital posted a modest decline in July, with its portfolio down just over 1% for the month. Management characterizes the result as effectively flat, given the heightened volatility that defined the period and the fund's favorable performance relative to its internal peer benchmark. Oil and copper led commodity markets higher during July. Oil rebounde...
Revival Gold (TSXV:RVG) - High Gold Intercepts in Idaho Continues, Mercur Nears Build Decision 08.08.2026 22:37
Interview with Hugh Agro, President & CEO of Revival Gold Inc. Our previous interview: https://www.cruxinvestor.com/posts/made-in-america-revival-gold-tsxvrvg-the-case-for-us-based-gold-development-10516 Recording date: 6th August 2026 Revival Gold Inc. (TSXV:RVG) is a Toronto-headquartered gold developer advancing two brownfield, pure-gold assets in the western United States: the Mercur Gold...
Pursuit Minerals (ASX:PUR) - Pilot-Proven Lithium Project in Argentina Targets 5,000tpa Development 07.08.2026 54:23
Interview with Aaron Revelle, MD & CEO of Pursuit Minerals Recording date: 5th August 2026 Pursuit Minerals is advancing a small-scale lithium development strategy in Argentina while preparing to test a newly defined gold-silver exploration system. The company’s flagship Rio Grande Sur project, located on the Rio Grande Salar in Salta province, is supported by a completed Pre-Feasibility Study...
IsoEnergy (TSX:ISO) - New US Uranium Technology Platform Formed 06.08.2026 33:58
Interview with Philip Williams. Director & CEO of IsoEnergy Ltd. Our previous interview: https://www.cruxinvestor.com/posts/isoenergy-tsxiso-toro-acquisition-adds-75-mlbs-of-uranium-to-portfolio-growth-plan-10865 Recording date: 5th August 2026 IsoEnergy Ltd. (NYSE American: ISOU; TSX: ISO) has entered into a definitive agreement with DISA Technologies to form DISA Uranium Corporation, a new t...
The Royalty Sprint of 2026: Scarcity, Structure, and the Supply Gap 05.08.2026 35:27
Recording date: 3rd August 2026 The royalty and streaming sector rarely moves this fast, yet seven structurally distinct transactions closed or were announced in barely two months—ranging from a US$1.9 billion uranium-and-land merger to a $132.5 million iron ore royalty tied to America's critical minerals push. The pace signals a sector adapting to a new reality: capital is increasingly pricing ti...
Scotia Metals (CSE:SMET) - Nova Scotia’s Largest Lithium Holder Preps Q3 2026 Drill 04.08.2026 21:23
Interview with Rodrigo Roso, Director & CEO of Scotia Metals Recording date: 30th July 2026 Scotia Metals Corp has emerged as a significant new player in Canada’s lithium sector, positioning itself as the largest lithium landholder in Nova Scotia with 37,268 hectares across 43 licences. Formed through a July 2026 business combination, the company controls a land package extending more than 80...
Resolute Mining (LSE:RSG) - Targets 500,000oz Gold Output 03.08.2026 24:02
Interview with Chris Eger, CEO & Managing Director of Resolute Mining. Our previous interview: https://www.cruxinvestor.com/posts/resolute-mining-lsersg-gold-turnaround-reaches-inflection-point-5324 Recording date: 30th July 2026 Resolute Mining is executing a multi-year transformation from a single-jurisdiction Mali gold producer into a diversified, four-country West African miner, and CEO Ch...
Summit Royalties (TSXV:SUM) - Secures US$50M Credit Facility to Fund Cash-Flowing Deals Push 03.08.2026 10:22
Interview with Drew Clark, President and CEO, Summit Royalties Our previous interview: https://www.cruxinvestor.com/posts/summit-royalties-tsxvsum-targets-15m-revenue-run-rate-with-new-gold-streams-by-2028-10897 Recording date: 28th July 2026 Summit Royalties has added a new financing tool to a growth strategy that, until now, has relied almost entirely on equity. On July 27, the company announced...
Axo Metals (TSXV:AXO) - Permit Win Accelerates Path to Production at San Antonio 03.08.2026 15:54
Interview with Jonathan Egilo, CEO, Axo Metals Our previous interview: https://www.cruxinvestor.com/posts/axo-metals-tsxvaxo-brownfield-gold-restart-in-mexico-gains-momentum-ahead-of-september-pea-10759 Recording date: 28th July 2026 Axo Metals Corp. (TSXV:AXO) has removed the largest single risk on its San Antonio gold project's development timeline. On 27 July, Mexico's SEMARNAT approved the pro...
Nickel’s Next Chapter: Tight Supply, Steady Demand, and Higher Price Floors 02.08.2026 36:31
With Mark Selby, CEO of Canada Nickel Ingo Hofmaier, CFO of LIfezone Metals Recording date: 30th July 2026 Indonesia has fundamentally shifted its nickel strategy—from flooding global markets to actively managing supply through royalties, quotas, and pricing formulas since late 2025. Executives from Canada Nickel and Lifezone Metals describe this as a structural change, not a temporary adjustment....
Getchell Gold (CSE:GTCH) - Fondaway Canyon Gold Project PEA Delivers Billion-Dollar Valuation 02.08.2026 20:03
Interview with Mike Sieb, President & Director of Getchell Gold Corp. Our previous interview: https://www.cruxinvestor.com/posts/getchell-gold-csegtch-low-cost-117000-oz-pa-with-105-year-life-of-mine-7731 Recording date: 30th July 2026 Getchell Gold Corp (CSE:GTCH) released a 2026 Preliminary Economic Assessment on its flagship Fondaway Canyon Gold Project in Nevada, marking the company's adva...
ICG Silver & Gold (CSE:ICG) - Drilling Programme Expands Tuscarora Resource Estimate by 60% More 29.07.2026 23:51
Interview with Steven Sirbovan, CEO, ICG Silver & Gold Our previous interview: https://www.cruxinvestor.com/posts/icg-silver-gold-cseicg-newly-listed-district-scale-play-fully-funded-for-drilling-9778 Recording date: 27th July 2026 ICG Silver & Gold Ltd. is a Nevada-focused precious metals explorer advancing the Tuscarora District, a roughly 10,000-acre, 100%-owned land package sitting at...
Magna Terra Minerals (TSXV:MTT) - Advancing Atlantic Canada Discoveries Under Proven Track Team 25.07.2026 31:23
Interview with Lewis Lawrick, President & CEO of Magna Terra Minerals Recording date: 23rd July 2026 Magna Terra Minerals (TSXV:MTT) is a Toronto-headquartered exploration company advancing a diversified portfolio of precious and critical metals projects across two jurisdictions: Atlantic Canada and Santa Cruz Province, Argentina. The investment case centres on a management team with a specifi...
Argentina Metals (TSXV:VLLC) - Takes First Mover Advantage at District-Scale Mendoza Copper Belt 25.07.2026 17:38
Interview with Raymond D. Harari, Director & CEO, and Enrique Reichhard, VP Exploration of Argentina Metals Recording date: 23rd July 2026 Argentina Metals Corp (TSXV:VLLC) is a Canadian-domiciled copper exploration company built around a single macro thesis: Argentina shares the same Andean geological belt that makes Chile the world's largest copper producer, yet contributes almost nothing to...
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