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
Kootenay Silver (TSXV:KTN) - 300Moz Silver Portfolio on Rise in Silver's New Bull Cycle 15.07.2025 36:52
Interview with James McDonald, President & CEO of Kootenay Silver Inc. Our previous interview: https://www.cruxinvestor.com/posts/kootenay-silver-ktn-high-grade-mexican-silver-explorer-and-developer Recording date: 9th July 2025 Kootenay Silver (TSXV:KTN) represents a compelling investment opportunity in the emerging silver bull market, combining proven management expertise with high-grade Mex...
Elementos Limited (ASX:ELT) - Europe's Sole Tin Project Targets Critical Supply Shortage 15.07.2025 44:01
Interview with Joe David, Managing Director of Elementos Ltd. Recording date: 10th July 2025 Elementos Limited (ASX:ELT) is positioning itself as a unique player in the critical minerals sector through its vertically integrated tin operation spanning from mine to metal production in Spain. The company's flagship Oropesa project in Andalusia has published a robust Definitive Feasibility Study demon...
Atlas Salt (TSXV:SALT) - $100M Annual Cash Flow, 34 Years Mine Life 11.07.2025 45:28
Interview with Nolas Paterson, CEO of Atlas Salt Inc. Recording date: 8th July 2025 Atlas Salt (TSXV: SALT) presents a compelling value proposition for investors seeking exposure to North America's critical infrastructure mineral supply deficit through a strategically positioned, environmentally sustainable industrial mineral project. Under new CEO Nolan Peterson's leadership, the company is advan...
Coda Minerals (ASX:COD) - 95% Copper Recovery, $802 Million Post-Tax NPV 11.07.2025 41:16
Interview with Chris Stevens, CEO of Coda Minerals Ltd. Our previous interview: https://www.cruxinvestor.com/posts/coda-minerals-asxcod-copper-cobalt-project-demonstrates-robust-economics-7009 Recording date: 8th July 2025 Coda Minerals Limited (ASX:COD) represents a compelling investment opportunity in the rapidly strengthening copper market, positioned at the critical intersection of technical i...
Flagship Minerals (ASX:FLG) - Gold & Copper Potential in Chile 11.07.2025 31:33
Interview with Paul Lock, Managing Director of Flagship Minerals Recording date: 8th July 2025 Flagship Minerals (ASX:FLG) presents a compelling investment opportunity following its strategic pivot from lithium to gold and copper assets in Chile's established mining jurisdiction. Under Managing Director Paul Lock's leadership, the company has transformed from an exploration entity to a near-develo...
Yellow Cake (LSE:YCA) - 22Mlbs of Uranium Resource Positions for AI & Data Centers Nuclear Demand 11.07.2025 38:43
Interview with Andre Liebenberg, Executive Director & CEO of Yellow Cake PLC Our previous interview: https://www.cruxinvestor.com/posts/slow-supply-fast-demand-uraniums-new-investment-reality-7136 Recording date: 7th July 2025 Yellow Cake presents a compelling pure-play uranium investment opportunity positioned to capitalize on structural supply-demand imbalances in the global uranium market....
Mining Royalty Companies Trading with 150% Upside to M&A Valuations Signal Major Opportunities 11.07.2025 34:05
Recording date: 8th July 2025 Olive Resource Capital's impressive 33% first-half return demonstrates the potential for focused mining investment strategies. The fund's success with three key holdings—Omai Gold Mines, Troilus Gold, and Sailfish Royalties—each delivering over 100% returns, validates the selective positioning approach within the mining sector. Troilus Gold's appreciation from the $30...
Marimaca Copper (TSX:MARI) - Drilling Results Show District-Scale Copper System 04.07.2025 18:17
Interview with Hayden Locke, CEO and President, Marimaca Copper Our previous interview: https://www.cruxinvestor.com/posts/marimaca-copper-tsxmari-big-discovery-adds-high-grade-scale-7123 Recording date: 3rd July, 2025 Marimaca Copper Corp has announced a potentially transformational discovery at its Pampa Medina project in Chile's Atacama Desert, with drilling results intersecting some of the hi...
Summer Mining Markets: Sleepy or Secretly Active? 04.07.2025 16:50
Recording date: 2nd July 2025 The conventional wisdom about summer doldrums in mining and resource investing deserves significant reconsideration, according to recent analysis by Derek Mcpherson and Sam Pelaez of Olive Resource Capital. Their examination of historical performance data reveals a market environment far more dynamic and opportunity-rich than traditional seasonal assumptions suggest....
ATHA Energy (TSXV:SASK) - Maiden Drill Hole Success Validates District-Scale Uranium Potential 01.07.2025 30:07
Interview with Troy Boisjoli, CEO of ATHA Energy Corp. Our previous interview: https://www.cruxinvestor.com/posts/atha-energy-tsxvsask-district-scale-uranium-discovery-potential-in-untested-basin-7260 Recording date: 27th June 2025 ATHA Energy Corp. (TSXV: SASK) has delivered significant exploration results from its Angilak Uranium Project in Nunavut, Canada, marking a pivotal breakthrough for the...
Omai Gold Mines (TSXV:OMG) - High-Grade Discovery Transforms Economics of Historic Guyana Mine 30.06.2025 22:43
Interview with Elaine Ellingham, President & CEO of Omai Gold Mines Corp. Our previous interview: https://www.cruxinvestor.com/posts/omai-gold-mines-tsxvomg-drill-program-reveals-high-grade-gold-6891 Recording date: 27th June 2025 Omai Gold Mines (TSXV:OMG) is advancing the development of what was once South America's largest primary gold producer, leveraging significant resource expansion and...
enCore Energy (TSXV:EU) - US Uranium Leader Doubles Production to 3,700 lbs/day in Q2 Turnaround 30.06.2025 32:43
Interview with William Sheriff, Executive Chairman of enCore Energy Corp. Our previous interview: https://www.cruxinvestor.com/posts/encore-energy-tsxv-eu-uranium-production-reset-sparks-opportunity-6905 Recording date: 27th June 2025 enCore Energy Corp (TSXV:EU), the leading in-situ recovery uranium producer in the United States, has achieved a dramatic operational transformation following a stra...
Erdene Resource Development (TSX:ERD) - Mongolia Gold Mine 98% Complete, First Pour September 2025 30.06.2025 28:54
Interview with Peter Akerley, President & CEO of Erdene Resources Development Corp. Our previous interview: https://www.cruxinvestor.com/posts/erdene-resource-development-tsxerd-mongolia-gold-developer-to-pour-first-gold-by-q3-2025-6815 Recording date: 27th June 2025 Erdene Resource Development (TSX:ERD) is on the verge of becoming Mongolia's newest gold producer, with construction at its flag...
Crypto Giant Tether Acquires Controlling Stake in Gold Mining Royalty Firm 27.06.2025 24:24
Recording date: 25th June 2025 Compass, episode 20 Tether, the company behind the USDT stablecoin, has acquired a 37.8% stake in Elemental Altus Royalties Corp, marking a significant development for the mining royalty sector. The transaction, executed at $1.55 per share through purchases from La Mancha and another shareholder, and grants Tether the right to acquire up to 51.8% of the company. The...
Revival Gold (TSXV:RVG) - Fast-Tracked for 100k Production by 2028 27.06.2025 33:08
Interview with Hugh Agro, President & CEO of Revival Gold Inc. Our previous interview: https://www.cruxinvestor.com/posts/gold-copper-developers-disciplined-approach-to-project-advancement-7086 Recording date: 25th June 2025 Revival Gold (TSXV:RVG) is accelerating development of its Mercur gold project in Utah, positioning itself as a near-term producer in response to favorable market conditio...
Kodiak Copper (TSXV:KDK) - Maiden Resource Reveals 300M Tons at $10B+ BC Copper Project 26.06.2025 26:59
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-bc-porphyry-explorer-advances-from-discovery-to-resource-stage-in-2025-6573 Recording date: 25th June 2025 Kodiak Copper Corp (TSXV: KDK) has announced a significant milestone with its maiden mineral resourc...
Highland Copper (TSXV: HI) - Fully Permitted US Copper Developer Targets 2026 Construction Decision 24.06.2025 35:48
Interview with Barry O'Shea, CEO, Highland Copper Recording date: 18th June, 2025 Highland Copper Company emerges as one of the most compelling investment opportunities in the U.S. critical minerals sector, operating a fully permitted copper development project positioned to address America's growing strategic mineral shortage. Led by CEO Barry O'Shea, who brings 15 years of mining finance experti...
Metals Exploration (LSE:MTL) - Self-Funded Nicaragua Gold Mine Targets 140K Oz Start in Q4 2026 24.06.2025 22:46
Interview with Darren Bowden, CEO, Metals Exploration Our previous interview: https://www.cruxinvestor.com/posts/metals-exploration-lsemtl-gold-producer-targets-500m-annual-cash-flow-by-2028-6846 Recording date: 18th June, 2025 Metals Exploration is executing a strategic transformation from a single-asset gold producer to a diversified mining company operating across the Philippines and Nicaragua....
Platinum Group Metals Explode Higher as Physical Demand Overwhelms Supply 23.06.2025 34:45
Recording date: 18th June, 2025 The platinum group metals (PGMs) sector is experiencing a significant rally driven by fundamental supply-demand imbalances and emerging physical demand from China. Since May 1st, platinum has surged 33% while palladium has gained 12.5%, marking a notable shift in markets that had been in deficit for years without corresponding price appreciation. According to inves...
Pan Global Resources (TSXV:PGZ) - Major Gold Discovery Expands Spanish Copper Project Potential 23.06.2025 25:57
Interview with Tim Moody, President & CEO of Pan Global Resources Inc. Our previous interview: https://www.cruxinvestor.com/posts/pan-global-resources-tsxvpgz-advancing-towards-maiden-copper-resource-7130 Recording date: 20th June 2025 Pan Global Resources (TSXV:PGZ) has delivered impressive operational and market performance in 2025, with CEO Tim Moody reporting a 50% share price increase dri...
New Found Gold (TSXV:NFG) - Newfoundland Reboot Changes Business Model 20.06.2025 19:42
Interview with Keith Boyle, CEO of New Found Gold Recording date: 13th June, 2025 New Found Gold Corporation has undergone significant leadership changes and adopted a development-focused approach under new management. The company appointed Keith Boyle as CEO in January 2025, following a complete board changeover in December 2024. Boyle brings four decades of mining experience and a track record o...
Helix Exploration (LSE:HEX) - Self Funding Model for Helium Exploration 20.06.2025 24:35
Interview with Bo Sears, CEO of Helix Exploration Our previous interview: https://www.cruxinvestor.com/posts/helix-exploration-lsehex-strategic-producer-targets-us-helium-supply-gap-6513 Recording date: 18th June, 2025 Helix Exploration presents a compelling investment opportunity as a self-funded helium producer positioned to begin commercial production by end of summer 2025. CEO Bo Sears leads a...
Premier American Uranium (TSXV:PUR) - Nuclear Fuels Acquisition Creates Major US Uranium Player 19.06.2025 30:19
Interview with Colin Healey, CEO, Premier American Uranium Our previous interview: https://www.cruxinvestor.com/posts/premier-american-uranium-tsxvpur-on-uraniums-future-in-powering-the-clean-energy-transition-6793 Recording date: 17th June, 2025 Premier American Uranium has announced a transformative acquisition of Nuclear Fuels, expected to close in mid-to-late August 2025, that more than double...
Capital Metals (LSE:CMET) - Strategic Alliance Advances World's Highest-Grade Mineral Sands Play 19.06.2025 26:17
Interview with Gregory Martyr, Executive Chairman of Capital Metals PLC Our previous interview: https://www.cruxinvestor.com/posts/capital-metals-lsecmet-unlocking-value-in-high-grade-sri-lankan-mineral-sands-6384 Recording date: 16th June 2025 Capital Metals (LSE:CMET) has secured a transformative partnership for its Taprobane mineral sands project in Sri Lanka, marking a significant milestone in...
Canada Nickel (TSXV:CNC) - Raises $11M to Unlock World's Largest Nickel District 19.06.2025 15:31
Interview with Mark Selby, CEO, Canada Nickel Our previous interview: https://www.cruxinvestor.com/posts/nickel-market-shows-signs-of-strength-after-period-of-volatility-7156 Recording date: 17th June, 2025 Canada Nickel Company has successfully upsized its brokered private placement from C$8 million to C$11 million, pricing units at $0.85 with half-warrants exercisable at $1.20. CEO Mark Selby at...
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