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
Why Smart Money Is Chasing Mining Royalty Companies 25.04.2025 29:53
Compass, episode 12 Our previous episode: https://www.cruxinvestor.com/posts/gold-shines-while-traditional-safe-havens-falter-7015 Recording date: 23rd April 2025 Mining royalty companies are emerging as an attractive investment option for those seeking commodity exposure with reduced operational risk. Recent market developments, particularly the acquisition of Orogen Royalties' tier one royalty o...
Ur-Energy (AMEX:URG) - 5.84M Pounds of Uranium Contracts Secured in Tight Market 25.04.2025 36:57
Interview with John Cash, CEO of Ur-Energy Inc. Our previous interview: https://www.cruxinvestor.com/posts/ur-energy-nyseurg-uranium-producer-targeting-22mlb-output-in-us-6676 Recording date: 23rd April 2025 Ur-Energy, one of North America's few active uranium producers, is making significant operational progress at its Lost Creek facility in Wyoming while preparing to launch its second mine, Shir...
Energy Fuels (NYSE:UUUU) - The Critical Minerals Opportunity 25.04.2025 29:09
Interview with VP of Critical Minerals, Debra Bennethum Our previous interview: https://www.cruxinvestor.com/posts/energy-fuels-nyse-uuuu-reshoring-critical-mineral-production-back-to-the-us-6878 Recording date: 23rd April 2025 Energy Fuels stands at a pivotal moment in its corporate evolution, transforming from a 45-year veteran uranium producer into potentially America's premier rare earth eleme...
Integra Resources (TSXV:ITR) - Strong Q1 Gold Production & $61M Cash Position 24.04.2025 31:23
Interview with George Salamis, President & CEO of Integra Resources Corp. Our previous interview: https://www.cruxinvestor.com/posts/integra-resources-tsxvitr-us-gold-producer-on-path-to-300000-oz-pa-6833 Recording date: 23rd April 2025 Integra Resources (TSX: ITR; NYSE: ITRG) has successfully transformed from a development-stage company into a producing gold miner with the acquisition of the...
Ridgeline Minerals (TSXV:RDG) - Major-Backed Explorer Kicks Off $11M Drilling 23.04.2025 31:02
Interview with Chad Peters, President & CEO of Ridgeline Minerals Corp. Our previous interview: https://www.cruxinvestor.com/posts/ridgeline-minerals-tsxvrdg-hits-high-grade-gold-validating-nevada-prospect-generator-model-6223 Recording date: 21st April 2025 Ridgeline Minerals, a Nevada-focused exploration company, is leveraging its innovative hybrid business model to execute an ambitious $11...
Gold Shines While Traditional Safe Havens Falter 23.04.2025 30:36
Compass, episode 11 Our previous episode: https://www.cruxinvestor.com/posts/gold-shines-amid-tariff-tensions-6961 Recording date: 17th April 2025 Gold and gold mining stocks have emerged as standout performers in today's challenging market environment, according to industry experts Samuel Pelaez and Derek Macpherson of Olive Resource Capital. While traditional safe havens like bonds weaken and eq...
Savannah Resources (LSE:SAV) - Targeting 2027 Lithium Production 23.04.2025 39:42
Interview with Emanuel Proença, CEO of Savannah Resources PLC Recording date: 15th April 2025 Savannah Resources is positioning itself to become a leading producer of lithium concentrates in Europe, with its flagship Barroso Lithium Project in Portugal targeting production by 2027. Despite current lithium market volatility, CEO Emanuel Proença maintains a pragmatic outlook, noting that global lith...
Maple Gold Mines (TSXV:MGM) - Drill Results Show Path to 5Moz Resource 22.04.2025 46:24
Interview with Kiran Patankar, President & CEO of Maple Gold Mines Our previous interview: https://www.cruxinvestor.com/posts/maple-gold-mines-tsxvmgm-abitibi-project-targets-5moz-resource-post-100-consolidation-6496 Recording date: 16th April 2025 Maple Gold Mines has announced impressive drill results from its Douay gold project in Quebec, highlighted by a 300-meter step-out hole at the Nika...
Coda Minerals (ASX:COD) - Copper-Cobalt Project Demonstrates Robust Economics in Study 22.04.2025 49:14
Interview with Chris Stevens, CEO of Coda Minerals Ltd. Our previous interview: https://www.cruxinvestor.com/posts/coda-minerals-compelling-junior-unlocking-value-in-south-australian-copper-cobalt Recording date: 15th April 2025 Coda Minerals is making significant progress on its Elizabeth Creek copper-cobalt-silver project in South Australia, positioning the resource for development amid growing...
F3 Uranium (TSXV:FUU) - Makes Fourth High-Grade Discovery in Athabasca Basin 22.04.2025 22:45
Interview with Dev Randhawa, Chairman & CEO of F3 Uranium Corp. Our previous interview: https://www.cruxinvestor.com/posts/f3-uranium-tsxvfuu-high-grade-jr-zone-exploration-continues-with-5m-program-in-2025-6716 Recording date: 16th April 2025 F3 Uranium has announced a significant new uranium discovery in Canada's Athabasca Basin, featuring 33 meters of mineralization with radiation counts ex...
Vizsla Silver (TSX:VZLA) - Rare Pure Silver Play Asset Nearing Production 17.04.2025 39:51
Interview with Simon Cmrlec, Chief Operating Officer of Vizsla Silver. Our previous interview: https://www.cruxinvestor.com/posts/vizsla-silver-tsxvzla-aiming-for-production-h2-2027-6651 Recording date: 16th April, 2025 Vizsla Silver represents one of the most compelling pure-play silver investment opportunities in the market today, with a clear path to becoming Mexico's next significant silver pr...
Nuavu Minerals (TSXV:NMC) - 60-Year Matagami Camp Set for Revival 15.04.2025 35:03
Interview with Peter Van Alphen, President & CEO of Nuvau Minerals Corp. Recording date: 11th April 2025 Nuavu Minerals is set to transform the historic Matagami mining camp in Quebec, Canada through a dual strategy of near-term production and extensive exploration across its substantial 1,300 square kilometer property. Under the leadership of President and CEO Peter van Alphen, the company is...
Kincora Copper (TSXV:KCC) - Project Generator Strategy Transforms Company's Growth Path 14.04.2025 36:21
Interview with Sam Spring, President & CEO of Kincora Copper Ltd. Our previous interview: https://www.cruxinvestor.com/posts/kincora-copper-tsxvkcc-explorer-advances-12-project-portfolio-through-major-partnerships-6580 Recording date: 7th April 2025 Kincora Copper has strategically shifted to a project generator business model, securing six asset-level deals that could unlock over $110 million...
Serabi Gold (LSE:SRB) - Strong Growth & Cash Generation 14.04.2025 15:50
Interview with Michael Hodgson, CEO of Serabi Gold PLC Our previous interview: https://www.cruxinvestor.com/posts/serabi-gold-lsesrb-38000-oz-gold-production-by-year-end-with-expansion-upside-6452 Recording date: 11th April 2025 Serabi Gold has kicked off 2025 with impressive momentum, delivering 10,013 ounces of gold production in Q1 – maintaining the strong rhythm established in Q4 2024 and exce...
Elemental Altus Royalties (TSXV:ELE) - Gold Royalty Specialist Projects 100% Revenue Surge in 2025 11.04.2025 36:34
Interview with Frederick Bell, CEO, Elemental Altus Royalties Corp Our previous interview: https://www.cruxinvestor.com/posts/elemental-altus-royalties-tsxvele-consolidating-cash-flowing-gold-royalty-portfolio-6093 Recording date: 9th of April, 2025 Elemental Altus Royalties Corp is positioning itself for a transformative 2025, projecting to nearly double its revenue amid favorable gold prices and...
Gold Shines Amid Tariff Tensions 10.04.2025 29:55
Recording date: 9th April 2025 Compass, episode 10. Recent tariff announcements have sent shockwaves through global markets, creating what market experts describe as a "race to liquidity." While this volatility has dragged down most asset classes, gold has demonstrated remarkable resilience, maintaining values above $3,000 per ounce and reinforcing its status as a premier safe haven during uncert...
New Frontier Minerals (ASX:NFM) - Heavy Rare Earth Play Outside China's Dominant Supply Chain 10.04.2025 21:23
Interview with Kevin Das, Senior Technical Consultant of Frontier Minerals Ltd. Recording date: 8th April 2025 New Frontier Minerals, dual-listed on the London and Australian Stock Exchanges, is strategically positioning itself in Australia's critical minerals sector with a focused approach to exploration and development. The company is advancing two key projects: the Harts Range project near Alic...
Chesapeake Gold (TSXV:CKG) - Proprietary Oxidation Process Could Help Unlock $1.5T in Stranded Gold 10.04.2025 41:40
Interview with Justin Black, CMO, and Jean-Paul Tsotsos, Interim CEO of Chesapeake Gold Corp. Our previous interview: https://www.cruxinvestor.com/posts/chesapeake-gold-tsxvckg-innovative-technology-new-gold-ounces-5163 Recording date: 7th April 2025 Chesapeake Gold has developed a groundbreaking oxidation technology that could revolutionize how refractory gold deposits are mined globally. The com...
Americas Gold & Silver (TSX:USA) - Eric Sprott's Silver Camp Reboot 10.04.2025 31:54
Interview with President & CEO, Paul Huet & Eric Sprott Our previous interview: https://www.cruxinvestor.com/posts/americas-gold-silver-the-turnaround-team-6588 Recording date: 3rd April, 2025 Americas Gold & Silver is positioning itself as a compelling turnaround opportunity in the silver mining sector under new leadership. The company operates two primary assets - the Galena mine in...
Cabral Gold (TSXV:CBR) - Near-Term Production Pivot Advances 08.04.2025 20:50
Interview with Alan Carter, President & CEO of Cabral Gold Inc. Our previous interview: https://www.cruxinvestor.com/posts/cabral-gold-tsxvcbr-pfs-reveals-low-capex-starter-gold-mine-with-47-irr-6439 Recording date: 7th April 2025 Cabral Gold (TSX-V: CBR) is rapidly advancing its district-scale Cuiú Cuiú gold project in northern Brazil, with recent high-grade drill results significantly enhanc...
Mogotes Metals (TSXV:MOG) - Explorer Targets Copper-Gold Next to BHP's $4.5B Acquisition 07.04.2025 34:41
Interview with Allen Sabet, CEO of Mogotes Metals Inc. Recording date: 1st April 2025 Mogotes Metals Inc. is positioning itself as a significant player in copper-gold exploration, with strategic holdings directly adjacent to Filo Mining's Filo del Sol discovery in Argentina's prolific Vicuña District. The Filo del Sol property was recently acquired by BHP-Lundin for C$4.5 billion, highlighting the...
Central Asia Metals (LSE:CAML) - Kazakhstan Copper Producer Reports Solid Financial Performance 03.04.2025 37:08
Interview with Gavin Ferrar, CEO of Central Asia Metals PLC Our previous interview: https://www.cruxinvestor.com/posts/central-asia-metals-lsecaml-plugging-into-profits-and-growth-in-the-base-metals-sector-6334 Recording date: 1st April 2025 Central Asia Metals PLC (CAML), an AIM-listed base metals producer with operations in Kazakhstan and North Macedonia, has reported strong financial results fo...
Frontier Energy (ASX:FHE) - Federal Backing Transforms Outlook for WA Renewables Developer 03.04.2025 35:55
Interview with Adam Kiley, CEO of Frontier Energy Ltd. Our previous interview: https://www.cruxinvestor.com/posts/frontier-energy-asxfhe-grid-connected-developer-eyes-major-role-in-was-82-renewable-push-6479 Recording date: 31st March 2025 Frontier Energy is advancing its Waroona Renewable Energy Project in Western Australia after being selected as one of four successful applicants for the federal...
Resource Nationalism Reshapes Global Mining Investment Map 03.04.2025 32:09
Our previous interview: https://www.cruxinvestor.com/posts/record-metal-prices-creating-mining-acquisition-wave-6893 Recording date: 31st March 2025 Resource nationalism and political risk have emerged as critical considerations for mining investors, particularly as jurisdictional differences in permitting timelines create significant competitive advantages. According to industry executives Samuel...
Pensana PLC (LSE:PRE.L) - Top-Tier Rare Earth Project Moves Forward with Secured Financing 03.04.2025 29:31
Interview with Paul Atherley, Chairman of Pensana PLC Our previous interview: https://www.cruxinvestor.com/posts/pensana-pre-confident-funding-is-imminent-2582 Recording date: 28th March 2025 Pensana PLC, chaired by Paul Atherley, has secured financing to begin construction on one of the world's largest undeveloped rare earth projects in Angola. The project will process 20,000 tons initially, even...
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