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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Episodes
Ajax Resources (AQSE:AJAX) - Drilling Historic Argentine Copper Projects 13.01.2026 36:15
Interview with Ippolito Ingo Cattaneo, CEO of Ajax Resources Recording date: 9th January 2026 Ajax Resources plc, a London-listed natural resources investment company with a £6 million market capitalisation, has positioned itself as an opportunistic acquirer of undervalued South American mining projects. With £2.5 million in cash and a portfolio spanning Argentina and Brazil, the company is execut...
G2 Goldfields (TSX:GTWO) - Sector Leading Economics as PEA Reports $2.6 billion NPV 13.01.2026 26:57
Interview with Dan Noone, CEO of G2 Goldfields Inc. Our previous interview: https://www.cruxinvestor.com/posts/g2-goldfields-tsxgtwo-high-grade-gold-developer-targets-imminent-strategic-exit-7459 Recording date: 7th January 2026 G2 Goldfields represents a rare opportunity to invest in a first-quartile gold development asset trading at a substantial discount to fair value. The company's initial Pre...
The Investment Case for Platinum & Palladium Investment in 2026 13.01.2026 30:49
Interview with Stefan Gleason, CEO of Money Metals Exchange Nick Smart, Director & CEO of ValOre Metals Recording date: 7th January 2026 Platinum group elements have emerged from years of undervaluation into what industry executives describe as a fundamental supply-demand inflection point. The second half of 2025 witnessed platinum prices nearly double, driven by structural changes across indu...
Marimaca Copper (TSX:MARI)- Permitted Project Eyes 2026 Build Start 13.01.2026 23:10
Interview with Hayden Locke, President & CEO of Marimaca Copper Corp. Our previous interview: https://www.cruxinvestor.com/posts/marimaca-copper-tsxmari-superior-grades-add-upside-to-december-2025-pea-target-8544 Recording date: 9th January 2026 Marimaca Copper enters 2026 positioned to transition from explorer to developer following three critical achievements in 2025. The company completed i...
Olive Resource Capital Reports 151% Return for 2025, Eyes M&A Wave in 2026 13.01.2026 25:08
Recording date: 12th January 2026 Olive Resource Capital delivered exceptional performance in 2025, reporting a 151% return after all fees and expenses, significantly outperforming commodity benchmarks despite maintaining only 50% precious metals exposure. The fund's diversified approach across gold, copper, and other commodities demonstrated the value of strategic stock selection during a favorab...
Tudor Gold (TSXV:TUD) - Developer Eyes 300K Oz/Year Production 13.01.2026 20:21
Interview with Joseph Ovsenek, President & CEO of Tudor Gold Our previous interview: https://www.cruxinvestor.com/posts/tudor-gold-tsxvtud-pitch-perfect-december-2025-8839 Recording date: 9th January 2026 Tudor Gold Corp. (TSXV:TUD) is progressing one of the largest recent gold discoveries through a critical development phase at its Treaty Creek project in British Columbia's Golden Triangle. T...
P2 Gold (TSXV:PGLD) - Proven Team Pushes Towards 2028 Production 12.01.2026 19:05
Interview with Joseph Ovsenek, President & CEO of P2 Gold Inc. Our previous interview: https://www.cruxinvestor.com/posts/p2-gold-tsxvpgld-pitch-perfect-december-2025-8840 Recording date: 11th January 2026 P2 Gold Inc. (TSXV: PGLD) represents a compelling Nevada gold-copper development opportunity distinguished by experienced management, near-term production timelines, and substantially improv...
Hycroft Mining (NASDAQ:HYMC) - Nevada Giant Eliminates Debt, Targets 2026 Production Milestone 12.01.2026 32:12
Interview with Diane R. Garrett, President & CEO of Hycroft Mining Our previous interview: https://www.cruxinvestor.com/posts/hycroft-mining-nasdaqhymc-pitch-perfect-december-2025-8886 Recording date: 9th January 2026 Hycroft Mining has executed a remarkable corporate turnaround in 2025, transforming from a debt-burdened developer into a well-capitalized exploration story commanding over $2 bi...
New Found Gold (TSXV:NFG) - 2025's Strategic Transformation to 2026 Production 12.01.2026 19:47
Interview with Keith Boyle, Director & CEO of New Found Gold Our previous interview: https://www.cruxinvestor.com/posts/new-found-gold-tsxvnfg-high-grade-strategy-meets-near-term-cash-flow-8695 Recording date: 9th January 2026 New Found Gold is executing a comprehensive transformation from pure exploration company to emerging gold producer, driven by a complete leadership overhaul and strategi...
Heliostar Metals (TSXV:HSTR) - Self-Funding Path From 40K to 300K Ounces by 2030 31.12.2025 28:59
Interview with Stephen Soock, VP of Investor Relations and Development, Heliostar Metals Our previous interview: https://www.cruxinvestor.com/posts/heliostar-metals-tsxvhstr-big-high-grade-gold-potential-at-anapola-project-3935 Recording date: 29th December 2025 Heliostar Metals is pursuing an ambitious strategy to transform from a 30-40,000 ounce gold producer in 2025 to a 300,000 ounce operation...
Rio2 Limited (TSX:RIO)- Dual-Asset Strategy Delivers Gold Production and Immediate Cash Flow 30.12.2025 35:10
Interview with Alex Black, Executive Chairman of Rio2 Ltd. Our previous interview: https://www.cruxinvestor.com/posts/rio2-tsxrio-approaching-january-2026-production-targeting-20000tpd-ramp-up-7959 Recording date: 23rd December 2025 Rio2 Limited (TSX:RIO) represents a compelling investment opportunity at the critical inflection point between development and production, with first gold pour from it...
Kodiak Copper (TSXV:KDK) - Maiden Resource Shows Huge Copper & Gold Potential 18.12.2025 21:00
Interview with Christopher Taylor, Chairman, and Claudia Tornquist, President & CEO of Kodiak Copper Corp. Our previous interview: https://www.cruxinvestor.com/posts/kodiak-copper-tsxvkdk-q4-2025-resource-estimate-will-mark-critical-inflection-point-7948 Recording date: 10th December 2025 Kodiak Copper has announced its maiden resource estimate for the MPD project in British Columbia, marking...
Sendero Resources (TSXV:SEND) - Restructured Gold Explorer Targets Major Discovery in Q1 2026 16.12.2025 31:26
Interview with Jeremy Gillis, Director Capital Markets of Sendero Resources Our previous interview: https://www.cruxinvestor.com/posts/sendero-resources-tsxvsend-drilling-high-grade-targets-in-argentinas-vicua-copper-district-5346 Recording date: 10th December 2025 Sendero Resources has emerged as a compelling exploration story following a comprehensive restructuring that brought together mining i...
From Gold Profits to Oil Equities: The Next Contrarian Setup? | Compass 12.12.2025 36:24
Recording date: 10th December 2025 Olive Resource Capital's November 2025 portfolio performance—reaching year-to-date highs despite October's commodity market volatility—demonstrates the strategic value of disciplined gold position management within diversified resource portfolios. Whilst the firm identifies compelling contrarian opportunities in oil equities trading at generational lows, their an...
Domestic Metals (TSXV:DMCU) - $4M Raise Funds Geophysics and Porphyry Drilling in 2026 12.12.2025 26:11
Interview with Gordon Neal, President, Domestic Metals Recording date: 9th December 2025 Domestic Metals has acquired a promising Montana copper porphyry project from Rio Tinto through an earn-in agreement that highlights the property's significant potential. The company can earn 60% ownership by spending $3.15 million USD on exploration work, with Rio Tinto retaining 40% plus an unusual 20% claw...
Avino Silver & Gold (TSX:ASM) - Record Revenue Powers Three-Mine Expansion Strategy 12.12.2025 16:29
Interview with David Wolfin, President and CEO, Avino Silver & Gold Our previous interview: https://www.cruxinvestor.com/posts/avino-silver-gold-tsxasm-junior-to-intermediate-producer-transformation-underway-8062 Recording date: 9th December 2025 Avino Silver & Gold Mines Limited is executing an ambitious expansion plan to transform from a single-asset producer into a diversified mid-tier...
GR Silver Mining (TSXV:GRSL) - $28M Deployed for Mexican Silver Discovery 12.12.2025 29:02
Interview with Marcio Fonseca, President & CEO, and Daniel Schieber, VP Corporate Development & Corporate Relations of GR Silver Mining. Our previous interview: https://www.cruxinvestor.com/posts/gr-silver-mining-tsxvgrsl-pitch-perfect-october-2025-8302 Recording date: 10th December 2025 GR Silver Mining has positioned itself at the forefront of Mexico's silver exploration sector following...
Black Bear Minerals (ASX:BKB) - Fully Funded Drilling to Drive Shafter JORC Resource in 2026 11.12.2025 37:54
Interview with Dennis Lindgren, CEO of Black Bear Minerals Recording date: 10th December 2025 Black Bear Minerals (ASX:BKB) has completed a strategic transformation from lithium explorer to focused North American precious metals developer, acquiring the Shafter Silver Project in Texas for A$30 million whilst advancing the Independence Gold Project in Nevada. This repositioning positions the compan...
Cabral Gold (TSXV:CBR) - Advancing Towards Q4 2026 Production 11.12.2025 11:09
Interview with Alan Carter, President & CEO of Cabral Gold Inc. Our previous interview: https://www.cruxinvestor.com/posts/cabral-gold-tsxvcbr-pitch-perfect-november-2025-8486 Recording date: 10th December 2025 Cabral Gold Inc. (TSXV:CBR) has secured $45 million US in gold loan financing to construct its first mine at the Cuiú Cuiú project in northern Brazil, with commercial production targete...
East Star Resources (LSE:EST) - Endeavour & Xinhai Deals Transform 2026 Outlook 11.12.2025 33:33
Interview with Alex Walker, CEO, East Star Resources Our previous interview: https://www.cruxinvestor.com/posts/east-star-resources-lseest-driving-towards-near-term-copper-production-in-kazakhstan-4519 Recording date: 9th December 2025 East Star Resources (LSE: EST) has established a distinctive development model for junior mining companies, securing strategic partnerships that fund exploration an...
Lithium Ionic (TSXV:LTH) - Low-Cost Developer Targets Construction Start H2 2026 11.12.2025 20:12
Interview with Blake Hylands, CEO, Lithium Ionic Our previous interview: https://www.cruxinvestor.com/posts/lithium-ionic-tsxvlth-low-cost-brazil-mine-ready-for-2027-production-as-market-rebalances-8304 Recording date: 9th December 2025 Lithium Ionic is positioning itself to capitalize on a dramatic market recovery as lithium prices have tripled since mid-2025, driven by energy storage demand exc...
Kingman Minerals (TSXV:KGS) - 2026 Drill Program Backed by 43-101 and New Funding 10.12.2025 23:15
Interview with Simon Studer, interim CEO, Kingman Minerals Recording date: 9th December 2025 Kingman Minerals Ltd. is advancing plans to revive a 140-year-old gold and silver mine in Arizona's Mohave County, with exploration work set to commence in early 2026. Under the leadership of interim CEO Simon Studer, the company recently completed an oversubscribed $1.5 million financing round that brings...
Adavale Resources (ASX:ADD) - Rapid Value Creation With More Drill Results Coming 10.12.2025 39:01
Interview with Allan Ritchie, Executive Chairman & CEO and David Ward, Managing Director of Adavale Resources Recording date: 9th December 2025 Adavale Resources Limited (ASX: ADD) has emerged as a compelling Australian gold story, having transformed a A$900,000 acquisition into a 115,000-ounce JORC resource at the London-Victoria project in just nine months. The former BHP gold mine in New So...
Canyon Resources (ASX:CAY) - Premium Cameroon Bauxite Mine Ships First Ore Mid-2026 09.12.2025 17:53
Interview with Peter Secker, CEO of Canyon Resources Our previous interview: https://www.cruxinvestor.com/posts/canyon-resources-asxcay-fast-tracking-worlds-largest-high-grade-bauxite-development-7892 Recording date: 5th December 2025 Canyon Resources (ASX:CAY) is advancing rapidly toward mid-2026 production at its Minim Martap bauxite project in Cameroon, executing one of the mining industry's mo...
Electra Battery Materials (NASDAQ:ELBM) - North America's First Cobalt Refinery Targets 2027 Start 08.12.2025 13:16
Interview with Trent Mell, CEO of Electra Battery Materials Corp. Our previous interview: https://www.cruxinvestor.com/posts/electra-battery-metals-tsxvelbm-pioneering-north-americas-critical-mineral-independence-7527 Recording date: 5th December 2025 Electra Battery Materials is progressing with construction of North America's first battery-grade cobalt refinery, marking a significant step toward...
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