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.
Be sure to visit the podcast's website and support the creator: cruxinvestor.com
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Episodes
Dryden Gold (TSXV:DRY) Fully Funded 2026 Drilling for High-Grade Gold Hits With Partner Validation 18.11.2025 29:01
Interview with Trey Wasser, CEO of Dryden Gold Corp. Our previous interview: https://www.cruxinvestor.com/posts/dryden-gold-tsxvdry-centerra-backed-explorer-targets-district-scale-gold-in-ontario-8109 Recording date: 17th November 2025 Dryden Gold Corp (TSXV: DRY) has emerged as a compelling strategic acquisition target in Ontario's gold sector following successful execution of its 2025 exploratio...
Tribeca Resources (TSXV:TRBC) – Chile Copper Explorer Expands IOCG Flagship After C$6.5M Raise 17.11.2025 39:52
Interview with Paul Gow, CEO, Tribeca Resources Our previous interview: https://www.cruxinvestor.com/posts/tribeca-resources-trbc-why-copper-start-up-is-hitting-it-big-2978 Recording date: 14th November 2025 Tribeca Resources Corporation has rapidly emerged as a focused copper exploration company in northern Chile, backed by a recent C$6.5 million financing that exceeded its original C$5 million t...
Record Cash Flows + AI Demand: Commodities Set to Surge 17.11.2025 35:41
Recording date: 14th November 2025 The precious metals sector is experiencing a convergence of favorable conditions that veteran investors describe as one of the best commodity setups in decades. At the recent Precious Metals Summit in Zurich, industry leaders including Pierre Lassonde, Frank Giustra, and Marc Faber highlighted observable market fundamentals supporting this outlook: global liquidi...
Empire Metals (LON:EEE) - Australian Giant Targets Supply Gap in Restructuring Titanium Market 14.11.2025 40:45
Interview with Shaun Bunn, Managing Director of Empire Metals Ltd. Our previous interview: https://www.cruxinvestor.com/posts/empire-metals-loneee-titanium-market-disruptor-targets-2026-pilot-pant-7736 Recording date: 12th November 2025 Empire Metals is developing the Pitfield project in Western Australia, home to one of the world's largest titanium deposits with a maiden resource estimate of 2.2...
White Gold Corp (TSXV:WGO) - $23M Financing Funds Major Drill Program at Yukon Gold Project 13.11.2025 31:22
Interview with David D'Onofrio, CEO of White Gold Corp. Our previous interview: https://www.cruxinvestor.com/posts/white-gold-corp-wgo-project-generator-finding-gold-in-the-yukon-3263 Recording date: 11th November 2025 White Gold Corp is developing one of Canada's most compelling gold stories in Yukon's historic Klondike district, where the company controls a massive 300,000-hectare land position...
Hawk Resources (ASX:HWK) - December Drilling Targets Five Prospects in Historic Copper District 13.11.2025 33:20
Interview with Scott Caithness, Managing Director of Hawk Resources Ltd. Our previous interview: https://www.cruxinvestor.com/posts/hawk-resources-asxhwk-new-exploration-model-revitalises-historic-utah-mining-district-6860 Recording date: 12th November 2025 Hawk Resources (ASX:HWK) is preparing to drill its flagship Cactus copper-gold project in Utah this December, targeting five high-priority pro...
Marimaca Copper (TSX:MARI) - Environmental Milestone Clears Path for Q1 2026 Ground Breaking 11.11.2025 22:21
Interview with Hayden Locke, CEO & Jose Antonio Merino, CFO of Marimaca Copper Our previous interview: https://www.cruxinvestor.com/posts/marimaca-copper-tsxmari-industry-leading-economics-meet-growth-potential-7830 Recording date: 10th November 2025 Marimaca Copper has secured environmental approval for its oxide copper project in northern Chile, marking a significant milestone that positions...
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...
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