Crux Investor

Company Interviews

Business EN ↓ 2000 episodes

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

Episodes

Producer Cash Flows Fuel New Wave of M&A and Strategic Gold Investments 07.11.2025 37:46

Recording date: 4th November 2025 The gold mining sector demonstrated extraordinary financial performance in Q3 2025, with gold stabilizing near $4,000 per ounce and silver between $47-49 after a recent $300 pullback. Major producers generated unprecedented free cash flow despite market volatility, positioning the sector for sustained growth. Agnico Eagle Mines produced exceptional results with $3...

From Exploration to Exit: The Strategic Framework for Junior Resource Investment 04.11.2025 46:22

Recording date: 17th October 2025 Jeff Phillips has spent three decades navigating the volatile junior resource sector, developing an investment philosophy he describes as "parental supervision" rather than traditional activism. His approach involves taking substantial positions of 4-10% ownership in carefully selected companies and providing strategic guidance on capital raising, shareholder comp...

West Wits Mining (ASX:WWI) - First Gold Production Achieved as South African Project Goes Live 03.11.2025 31:15

Interview with Rudi Deysel, Board MD & CEO OF West Wits Mining Our previous interview: https://www.cruxinvestor.com/posts/west-wits-mining-asxwwi-gold-producer-doubles-npv-to-500m-with-81-irr-in-updated-dfs-7533 Recording date: 30th October 2025 West Wits Mining (ASX:WWI) has successfully transitioned from project developer to gold producer, achieving a significant milestone on October 14, 202...

DRDGOLD (NYSE:DRD) - Moving Towards 200,000 oz Gold Production From Tailings 03.11.2025 33:10

Interview with Niël Pretorius, CEO of DRDGOLD Ltd. Our previous interview: https://www.cruxinvestor.com/posts/gold-strategic-vision-vs-market-hype-how-mining-leaders-navigate-cycles-7468 Recording date: 29th October 2025 DRDGOLD represents an unusual opportunity in the gold sector—a company that has paid dividends for 18 consecutive years without interruption, maintained a debt-free balance sheet...

Minnova Corp (TSXV:MCI) Infrastructure Advantage Towards 2027 Production with 300% Value Increase 03.11.2025 27:59

Interview with Gord Glenn, President & CEO of Minnova Corp. Our previous interview: https://www.cruxinvestor.com/posts/minnova-mci-planning-price-pace-potential-partners-1103 Recording date: 28th October 2025 Minnova Corp (TSXV:MCI) presents a distinctive investment opportunity in the junior gold development space, combining near-term production potential with substantial infrastructure advant...

Mont Royal Resources (ASX:MRZ) - Ashram Acquisition Drives November 2025 ASX Re-admission 01.11.2025 28:01

Interview with Nicholas Holthouse, MD & CEO, and Peter Ruse, Head of Corporate Development, Mont Royal Resources Recording date: 21st October 2025 Mont Royal Resources (ASX:MRZ) is preparing to list on the Australian Securities Exchange on 5th November 2025, following its merger with Commerce Resources. The combined entity brings together North America's largest undeveloped rare earth deposit...

Lafleur Minerals (CSE:LFLR) - From PEA to Production: A 12-Month Gold Timeline 31.10.2025 25:49

Interview with Paul Ténière, CEO, Lafleur Minerals Our previous interview: https://www.cruxinvestor.com/posts/lafleur-minerals-cselflr-swanson-expansion-targets-500k1m-oz-resource-in-quebec-gold-camp-8112 Recording date: 28th October 2025 Lafleur Minerals is positioning itself for gold production within 12 months through the strategic integration of its Swanson deposit with the fully-owned Beacon...

Precious Metals Rally Still in Early Innings Despite Gold Hitting New Highs 29.10.2025 24:15

Interview with Michael Gentile, Investor Recording date: 6th October 2025 Michael Gentile, a strategic investor with 25 years of institutional money management experience, is conducting a five-city European roadshow featuring six of his largest portfolio investments. The tour through London, Paris, Geneva, Zurich, and Frankfurt comes at a pivotal moment—gold prices are reaching new highs while ins...

Perseus Mining (ASX:PRU)- African Gold Growth With $837M Cash & Production Ramp 29.10.2025 27:21

Interview with Craig Jones, Managing Director & CEO of Perseus Mining Our previous interview: https://www.cruxinvestor.com/posts/perseus-mining-asxpru-record-financial-results-capital-returns-7829 Recording date: 27th October 2025 Perseus Mining has embarked on a new leadership chapter with Craig Jones assuming the managing director and CEO role, bringing 15 years of operational and capital pr...

Po Valley Energy (ASX:PVE) – Cash-Flowing Italian Gas Producer Eyes 4–5x Growth 29.10.2025 39:02

Interview with Kevin Bailey, Executive Chairman & CEO of Po Valley Energy Recording date: 27th October 2025 Po Valley Energy, a $60 million Australian-listed natural gas producer operating in northern Italy's Po Valley basin, represents a compelling investment case built on immediate cash generation, visible production growth, and alignment with Europe's energy security priorities. With a sing...

Gold’s $4,000 Pullback Signals Opportunity, Not Reversal 28.10.2025 28:59

Recording date: 24th October 2025 Derek McPherson (Executive Chair) and Sam Pelaez (President, CEO, and CIO) of Olive Resource Capital are viewing recent weakness in gold and mining equities as a buying opportunity rather than a trend reversal, despite gold correcting from $4,300 to $4,000 per ounce and leading equities declining 15-20% from recent highs. In their October 24th podcast recorded fro...

Kincora Copper (TSXV:KCC) - $100M Partner Funding Drives Multi-Target Porphyry Exploration in NSW 28.10.2025 36:25

Interview with Sam Spring, President and CEO, Kincora Copper Our previous interview: https://www.cruxinvestor.com/posts/kincora-copper-tsxvkcc-project-generator-strategy-transforms-growth-path-6975 Recording date: 20th September 2025 Kincora Copper has successfully transformed from a traditional single-project explorer into a diversified project generator, backed by prominent resource investors Ri...

Luca Mining (TSXV:LUCA) - Three-Pillar Growth Plan Targets 200K Ounce Gold Equivalent Production 28.10.2025 18:55

Interview with Dan Barnholden, CEO of Luca Mining Corp. Our previous interview: https://www.cruxinvestor.com/posts/luca-mining-tsxvluca-high-grade-drilling-results-boost-mexican-mining-operations-7559 Recording date: 22nd October 2025 Luca Mining (TSXV:LUCA) is pursuing an ambitious transformation strategy designed to triple its market capitalization from $300 million to over $1 billion by scaling...

Quebec Gold Explorers Target Resource Growth in Infrastructure-Rich Mining District 23.10.2025 47:47

Interview with Kiran Patankar, President & CEO of Maple Gold Mines Matt Manson, President & CEO of Radisson Mining Resources Inc. Recording date: 16th October 2025 Two junior mining companies are systematically advancing high-grade gold projects in Quebec's Abitibi greenstone belt, leveraging the region's extensive infrastructure while pursuing disciplined capital allocation strategies tha...

Golconda Gold (TSXV:GG) - Self-Funded Producer Targets 50K+ Oz/Year by 2028 Without Dilution 22.10.2025 27:42

Interview with Ravi Sood, Chairman & CEO of Golconda Gold Our previous interview: https://www.cruxinvestor.com/posts/golconda-gold-tsxvgg-aiming-to-deliver-a-step-change-in-production-4824 Recording date: 20th October 2025 Golconda Gold has established itself as a disciplined precious metals producer, emerging from a decade-long bear market to operate two permitted gold mines with strong growt...

Cartier Resources (TSXV:ECR) - Agnico-Backed Junior Targets Mining Camp-Scale Gold Discovery 22.10.2025 27:43

Interview with Philippe Cloutier, President & CEO of Cartier Resources Inc. Our previous interview: https://www.cruxinvestor.com/posts/cartier-resources-tsxvecr-cartier-launches-massive-gold-exploration-7820 Recording date: 21st October 2025 Cartier Resources (TSXV:ECR) represents a compelling gold exploration opportunity centered on demonstrating mining camp-scale potential along Quebec's ren...

Asian Battery Metals (ASX:AZ9) - BHP-Validated Mongolia Cu-Ni-PGE Play Targets 20-50kt Metal Output 21.10.2025 34:45

Interview with Gan-Ochir Zunduisuren, Managing Director of Asian Battery Metals PLC Recording date: 15th October 2025 Asian Battery Metals (ASX:AZ9) is emerging as a focused critical minerals developer in Mongolia, strategically positioned at the doorstep of Asian consumption markets. Led by Managing Director Gan-Ochir Zunduisuren, a mining engineer with 22 years of experience including a board po...

Spartan Metals (TSXV:W) – Reviving America’s Lost Tungsten Supply Chain 21.10.2025 24:07

Interview with Brett Marsh, President & CEO of Spartan Metals Recording date: 16th October 2025 Spartan Metals Corp has emerged as a focused player in the critical minerals sector with its Eagle project in Nevada, a past-producing district that encompasses two historic tungsten mines and a high-grade copper-silver operation. The company's strategic approach centers on reviving domestic tungste...

Ferro Alloy Resources (LSE:FAR) - $749M NPV Vanadium Project Advances to Front-End Engineering Phase 21.10.2025 46:13

Interview with Nicholas Bridgen, CEO of Ferro-Alloy Resources Ltd. Our previous interview: https://www.cruxinvestor.com/posts/ferro-alloy-resources-lsefar-low-cost-vanadium-play-preps-feasibility-study-for-june-2025-6715 Recording date: 15th October 2025 Ferro Alloy Resources has released feasibility study results for its Kazakhstan vanadium project, revealing exceptional economics that position t...

Lithium Ionic (TSXV:LTH) - Low-Cost Brazil Mine Ready for 2027 Production as Market Rebalances 21.10.2025 45:38

Interview with Blake Hylands, CEO of Lithium Ionic Corp. Our previous interview: https://www.cruxinvestor.com/posts/opportunity-in-volatility-lithium-projects-poised-for-rebound-5610 Recording date: 15th October 2025 Lithium Ionic has significantly strengthened the economics of its Bandeira lithium project in Brazil, delivering a rare improvement in feasibility study updates. The company's latest...

Power Metal Resources (AIM:POW) – Blockchain Meets Mining as Minestarters Deal Closes 21.10.2025 1:14:30

Interview with Sean Wade, CEO of Power Metal Resources PLC & Marcel Nally, Founder of Minestarters Our previous interview: https://www.cruxinvestor.com/posts/power-metal-resources-aimpow-advancing-a-pipeline-of-high-potential-exploration-projects-6311 Recording date: 15th October 2025 Power Metal Resources is investing £3 million to become the cornerstone investor in Minestarters, a blockchain...

Tudor Gold (TSXV:TUD) - New Leadership Refines 21.66Moz Resource for High-Grade Underground Mining 21.10.2025 28:35

Interview with Joe Ovsenek, CEO of Tudor Gold Our previous interview: https://www.cruxinvestor.com/posts/tudor-gold-tud-higher-grade-results-show-improved-understanding-2585 Recording date: 16th October 2025 Tudor Gold is advancing its Treaty Creek project in British Columbia's Golden Triangle from exploration into mine development under new leadership with proven experience building the nearby B...

Partnership-Driven Mining Exploration: Reducing Risk, Maximizing Returns 21.10.2025 31:42

Interview with Chad Peters, President & CEO of Ridgeline Minerals and Chris Frostad, President & CEO of Purepoint Uranium Recording date: 8th October 2025 Ridgeline Minerals and Purepoint Uranium represent a fundamental departure from the traditional junior mining exploration model that has historically destroyed shareholder value through relentless dilution. Both companies have structured...

Central Bank Dedollarization Sustains Gold Rally as Industrial Commodities Reach Historic Lows 20.10.2025 32:23

Recording date: 14th October 2025 Derek Macpherson, Executive Chairman of Olive Resource Capital, and CEO Sam Pelaez presented their outlook on the evolving commodity markets during their October 14, 2025 Compass podcast. Their analysis highlights a transition from precious metals dominance toward broader industrial commodity opportunities driven by monetary policy and structural supply constraint...

High-Grade Projects Target 2026 Production To Take Advantage of $4,200 Gold Price 20.10.2025 32:24

Interview with Keith Boyle, CEO of New Found Gold and Victor Cantore, President & CEO of Amex Exploration Inc. Recording date: 16th October 2025 New Found Gold and Amex Exploration represent a new generation of Canadian gold developers taking a pragmatic path from exploration to production, leveraging high-grade resources and phased build strategies to minimize dilution and accelerate cash flo...