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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24 okt 2026
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Aureka (ASX:AKA) - Targets Early Cash Flow to Advance Its Larger Gold Project 13.08.2026 30:51
Interview with James Gurry, Managing Director & Jozef Story, Exploration Manager of Aureka Gold Recording date: 11th August 2026 Aureka (ASX:AKA) is an ASX-listed gold explorer and near-term developer operating a cluster of projects across Victoria's Stawell Corridor and St Arnaud goldfield, all within a 45-minute to one-hour drive of one another. The company was reconstituted from a distress...
Lithium Ionic (TSXV:LTH) - Non-Core Asset Sale Injects $30M to Fast-Track Bandeira 13.08.2026 25:19
Interview with Blake Hylands, CEO of Lithium Ionic Corp. Our previous interview: https://www.cruxinvestor.com/posts/lithium-ionic-tsxvlth-low-cost-developer-targets-construction-start-h2-2026-8741 Recording date: 6th August 2026 Lithium Ionic Corp has agreed to sell its non-core Baixa Grande lithium deposit in Brazil to PLS Group for up to US$70 million, a move that accelerates funding for the com...
Beetaloo Energy (ASX:BTL) - Nears First Gas as AI Data Centre Demand Builds 12.08.2026 31:42
Interview with Alex Underwood, Managing Director, Beetaloo Energy Our previous interview: https://www.cruxinvestor.com/posts/empire-energy-asxeeg-racing-to-unlock-vast-australian-shale-gas-resource-4901 Recording date: 7th August 2026 Beetaloo Energy Australia, formerly Empire Energy Group, is moving toward a crucial milestone in the development of the Northern Territory’s Beetaloo Basin, with fir...
Ridgeline Minerals (TSXV:RDG) - NGM Sale Funds Next Wave of Nevada Exploration 11.08.2026 28:43
Interview with Chad Peters, President & CEO of Ridgeline Minerals Corp. Our previous interview: https://www.cruxinvestor.com/posts/ridgeline-minerals-tsxvrdg-600m-free-carry-potential-on-partner-funded-crd-discovery-8609 Recording date: 7th August 2026 Ridgeline Minerals has completed the sale of four early-stage Nevada gold exploration projects to Nevada Gold Mines (NGM), generating US$23.15...
Grid Metals Corp (TSXV:GRDM) - Cesium Project in Manitoba Advances Towards Maiden Resource 08.08.2026 32:42
Interview with Robin Dunbar, President & CEO of Grid Metals Corp. Our previous interview: https://www.cruxinvestor.com/posts/grid-metals-tsxvgrdm-positioning-for-near-term-production-in-the-ultra-rare-cesium-market-9448 Recording date: 6th August 2026 Grid Metals Corp. is advancing the Falcon West project in southeastern Manitoba toward a maiden mineral resource estimate for cesium and lithium...
Commodity-Equity Gap Persists Through July: What It Means for H2 2026 08.08.2026 15:37
Recording date: 6th August 2026 Olive Resource Capital posted a modest decline in July, with its portfolio down just over 1% for the month. Management characterizes the result as effectively flat, given the heightened volatility that defined the period and the fund's favorable performance relative to its internal peer benchmark. Oil and copper led commodity markets higher during July. Oil rebounde...
Revival Gold (TSXV:RVG) - High Gold Intercepts in Idaho Continues, Mercur Nears Build Decision 08.08.2026 22:37
Interview with Hugh Agro, President & CEO of Revival Gold Inc. Our previous interview: https://www.cruxinvestor.com/posts/made-in-america-revival-gold-tsxvrvg-the-case-for-us-based-gold-development-10516 Recording date: 6th August 2026 Revival Gold Inc. (TSXV:RVG) is a Toronto-headquartered gold developer advancing two brownfield, pure-gold assets in the western United States: the Mercur Gold...
Pursuit Minerals (ASX:PUR) - Pilot-Proven Lithium Project in Argentina Targets 5,000tpa Development 07.08.2026 54:23
Interview with Aaron Revelle, MD & CEO of Pursuit Minerals Recording date: 5th August 2026 Pursuit Minerals is advancing a small-scale lithium development strategy in Argentina while preparing to test a newly defined gold-silver exploration system. The company’s flagship Rio Grande Sur project, located on the Rio Grande Salar in Salta province, is supported by a completed Pre-Feasibility Study...
IsoEnergy (TSX:ISO) - New US Uranium Technology Platform Formed 06.08.2026 33:58
Interview with Philip Williams. Director & CEO of IsoEnergy Ltd. Our previous interview: https://www.cruxinvestor.com/posts/isoenergy-tsxiso-toro-acquisition-adds-75-mlbs-of-uranium-to-portfolio-growth-plan-10865 Recording date: 5th August 2026 IsoEnergy Ltd. (NYSE American: ISOU; TSX: ISO) has entered into a definitive agreement with DISA Technologies to form DISA Uranium Corporation, a new t...
The Royalty Sprint of 2026: Scarcity, Structure, and the Supply Gap 05.08.2026 35:27
Recording date: 3rd August 2026 The royalty and streaming sector rarely moves this fast, yet seven structurally distinct transactions closed or were announced in barely two months—ranging from a US$1.9 billion uranium-and-land merger to a $132.5 million iron ore royalty tied to America's critical minerals push. The pace signals a sector adapting to a new reality: capital is increasingly pricing ti...
Scotia Metals (CSE:SMET) - Nova Scotia’s Largest Lithium Holder Preps Q3 2026 Drill 04.08.2026 21:23
Interview with Rodrigo Roso, Director & CEO of Scotia Metals Recording date: 30th July 2026 Scotia Metals Corp has emerged as a significant new player in Canada’s lithium sector, positioning itself as the largest lithium landholder in Nova Scotia with 37,268 hectares across 43 licences. Formed through a July 2026 business combination, the company controls a land package extending more than 80...
Resolute Mining (LSE:RSG) - Targets 500,000oz Gold Output 03.08.2026 24:02
Interview with Chris Eger, CEO & Managing Director of Resolute Mining. Our previous interview: https://www.cruxinvestor.com/posts/resolute-mining-lsersg-gold-turnaround-reaches-inflection-point-5324 Recording date: 30th July 2026 Resolute Mining is executing a multi-year transformation from a single-jurisdiction Mali gold producer into a diversified, four-country West African miner, and CEO Ch...
Summit Royalties (TSXV:SUM) - Secures US$50M Credit Facility to Fund Cash-Flowing Deals Push 03.08.2026 10:22
Interview with Drew Clark, President and CEO, Summit Royalties Our previous interview: https://www.cruxinvestor.com/posts/summit-royalties-tsxvsum-targets-15m-revenue-run-rate-with-new-gold-streams-by-2028-10897 Recording date: 28th July 2026 Summit Royalties has added a new financing tool to a growth strategy that, until now, has relied almost entirely on equity. On July 27, the company announced...
Axo Metals (TSXV:AXO) - Permit Win Accelerates Path to Production at San Antonio 03.08.2026 15:54
Interview with Jonathan Egilo, CEO, Axo Metals Our previous interview: https://www.cruxinvestor.com/posts/axo-metals-tsxvaxo-brownfield-gold-restart-in-mexico-gains-momentum-ahead-of-september-pea-10759 Recording date: 28th July 2026 Axo Metals Corp. (TSXV:AXO) has removed the largest single risk on its San Antonio gold project's development timeline. On 27 July, Mexico's SEMARNAT approved the pro...
Nickel’s Next Chapter: Tight Supply, Steady Demand, and Higher Price Floors 02.08.2026 36:31
With Mark Selby, CEO of Canada Nickel Ingo Hofmaier, CFO of LIfezone Metals Recording date: 30th July 2026 Indonesia has fundamentally shifted its nickel strategy—from flooding global markets to actively managing supply through royalties, quotas, and pricing formulas since late 2025. Executives from Canada Nickel and Lifezone Metals describe this as a structural change, not a temporary adjustment....
Getchell Gold (CSE:GTCH) - Fondaway Canyon Gold Project PEA Delivers Billion-Dollar Valuation 02.08.2026 20:03
Interview with Mike Sieb, President & Director of Getchell Gold Corp. Our previous interview: https://www.cruxinvestor.com/posts/getchell-gold-csegtch-low-cost-117000-oz-pa-with-105-year-life-of-mine-7731 Recording date: 30th July 2026 Getchell Gold Corp (CSE:GTCH) released a 2026 Preliminary Economic Assessment on its flagship Fondaway Canyon Gold Project in Nevada, marking the company's adva...
ICG Silver & Gold (CSE:ICG) - Drilling Programme Expands Tuscarora Resource Estimate by 60% More 29.07.2026 23:51
Interview with Steven Sirbovan, CEO, ICG Silver & Gold Our previous interview: https://www.cruxinvestor.com/posts/icg-silver-gold-cseicg-newly-listed-district-scale-play-fully-funded-for-drilling-9778 Recording date: 27th July 2026 ICG Silver & Gold Ltd. is a Nevada-focused precious metals explorer advancing the Tuscarora District, a roughly 10,000-acre, 100%-owned land package sitting at...
Magna Terra Minerals (TSXV:MTT) - Advancing Atlantic Canada Discoveries Under Proven Track Team 25.07.2026 31:23
Interview with Lewis Lawrick, President & CEO of Magna Terra Minerals Recording date: 23rd July 2026 Magna Terra Minerals (TSXV:MTT) is a Toronto-headquartered exploration company advancing a diversified portfolio of precious and critical metals projects across two jurisdictions: Atlantic Canada and Santa Cruz Province, Argentina. The investment case centres on a management team with a specifi...
Argentina Metals (TSXV:VLLC) - Takes First Mover Advantage at District-Scale Mendoza Copper Belt 25.07.2026 17:38
Interview with Raymond D. Harari, Director & CEO, and Enrique Reichhard, VP Exploration of Argentina Metals Recording date: 23rd July 2026 Argentina Metals Corp (TSXV:VLLC) is a Canadian-domiciled copper exploration company built around a single macro thesis: Argentina shares the same Andean geological belt that makes Chile the world's largest copper producer, yet contributes almost nothing to...
Prospera Energy (TSXV:PEI) - Executing On A Targeted 3000 BOE/d Heavy-Oil Reactivation Pipeline 23.07.2026 42:29
Interview with Shubham Garg, Executive Chairman & CEO of Prospera Energy Recording date: 21st July 2026 Prospera Energy Inc. (TSXV:PEI) is a Calgary-headquartered heavy-oil producer executing a well-reactivation strategy across its Cuthbert, Luseland, Hearts Hill, and Brooks properties in Saskatchewan and Alberta. Since a board and management transition in October 2024, led by CEO and Executiv...
Group Eleven Resources (TSXV:ZNG) - New High-Grade Lead & Zinc Discovery at Stonepark 23.07.2026 18:59
Interview with Bart Jaworski, CEO of Group Eleven Resources Corp. Our previous interview: https://www.cruxinvestor.com/posts/group-eleven-resources-tsxvzng-drilling-irelands-best-zinc-silver-copper-discovery-in-decades-10810 Recording date: 21st July 2026 Group Eleven Resources has reported a significant new zinc-lead discovery at its Stonepark project in Ireland, highlighting fresh exploration po...
Future Metals (ASX:FME) - Aus PGM Developer Targets 2029 Production Amid Supply Gap 21.07.2026 38:25
Interview with Keith Bowes, Managing Director & CEO of Future Metals Recording date: 16th July 2026 Future Metals is advancing a revised development strategy for its Panton platinum group metals (PGM) project in Western Australia, driven by stronger platinum and palladium prices and a potential infrastructure-sharing deal that could significantly reduce capital costs. Instead of building a new...
West Red Lake Gold Mines (TSXV:WRLG) - Grade, Tonnage, Cash Flow All Climb After Strong Q2 Step-Up 21.07.2026 15:55
Interview with Shane Williams, President & CEO of West Red Lake Gold Mines Our previous interview: https://www.cruxinvestor.com/posts/growth-stories-winning-teams-that-know-how-to-find-gold-get-it-out-of-the-ground-9290 Recording date: 16th July 2026 West Red Lake Gold Mines' second-quarter 2026 operational update provides the clearest evidence yet that the ramp-up strategy at its Madsen Mine,...
Cobra Resources (LSE:COBR) - Deeper Drilling Points to Bigger Copper System 20.07.2026 12:36
Interview with Rupert Verco, CEO & Managing Director of Cobra Resources PLC Our previous interview: https://www.cruxinvestor.com/posts/cobra-resources-lsecobr-scale-and-heavy-rare-earth-quality-set-this-isr-project-apart-10761 Recording date: 17th July 2026 Cobra Resources has reported encouraging early-stage results from its Manna Hill copper project in South Australia, pointing to the potent...
Mining Alpha with Michael Gentile - Buying While Everyone's Bearish 20.07.2026 43:33
Interview with Michael Gentile, Strategic investor Previous interview: https://www.cruxinvestor.com/posts/mining-alpha-with-michael-gentile-junior-miners-repriced-as-ma-sets-new-gold-benchmarks-10184 Recording date: 16th July 2026 Strategic investor Michael Gentile argues that gold’s flat price since October 2025 masks a powerful divergence between market sentiment and underlying fundamentals. Whi...
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