Company Interviews

Recording date: 10th December 2025

Olive Resource Capital's November 2025 portfolio performance—reaching year-to-date highs despite October's commodity market volatility—demonstrates the strategic value of disciplined gold position management within diversified resource portfolios. Whilst the firm identifies compelling contrarian opportunities in oil equities trading at generational lows, their analysis paradoxically reinforces gold's foundational importance through quantitative validation and macro context.

The most striking evidence emerges from commodity ratio analysis. The oil-to-gold ratio currently sits at 20% of its 25-year historical average, representing an extraordinary dislocation that simultaneously confirms oil's severe undervaluation and validates gold's exceptional relative strength. This 500% prem...

Interview with Gordon Neal, President, Domestic Metals 

Recording date: 9th December 2025

Domestic Metals has acquired a promising Montana copper porphyry project from Rio Tinto through an earn-in agreement that highlights the property's significant potential. The company can earn 60% ownership by spending $3.15 million USD on exploration work, with Rio Tinto retaining 40% plus an unusual 20% clawback provision—a protective measure that underscores the major miner's conviction in the project's long-term value.

The Smart Creek-Sunrise property occupies compelling geological ground, located 50 kilometers northwest of the historic Butte mine, which has produced 22 billion pounds of copper over a c...

Interview with David Wolfin, President and CEO, Avino Silver & Gold

Our previous interview: https://www.cruxinvestor.com/posts/avino-silver-gold-tsxasm-junior-to-intermediate-producer-transformation-underway-8062

Recording date: 9th December 2025

Avino Silver & Gold Mines Limited is executing an ambitious expansion plan to transform from a single-asset producer into a diversified mid-tier mining company. The Mexico-based operation, which traces its roots to 1968, currently generates between 2.5 and 2.8 million ounces of silver equivalent annually and aims to triple its producing asset base within five years through organic development of properties it already owns.

The company's third quarter 2025 results underscore the financial...

Interview with Marcio Fonseca, President & CEO, and Daniel Schieber, VP Corporate Development & Corporate Relations of GR Silver Mining.

Our previous interview: https://www.cruxinvestor.com/posts/gr-silver-mining-tsxvgrsl-pitch-perfect-october-2025-8302

Recording date: 10th December 2025

GR Silver Mining has positioned itself at the forefront of Mexico's silver exploration sector following a transformational 2025 that saw the company secure $17.5 million in financing, bringing total cash to approximately $28 million CAD—the strongest balance sheet in company history. This capital infusion, primarily from institutional investors and experienced Canadian capital markets participants, provides 12-18 months of fully-funded operations to execute an ag...

Interview with Dennis Lindgren, CEO of Black Bear Minerals

Recording date: 10th December 2025

Black Bear Minerals (ASX:BKB) has completed a strategic transformation from lithium explorer to focused North American precious metals developer, acquiring the Shafter Silver Project in Texas for A$30 million whilst advancing the Independence Gold Project in Nevada. This repositioning positions the company at the intersection of exceptional resource grades, existing production infrastructure, and America's growing recognition of critical mineral supply vulnerabilities.

The flagship Shafter Project hosts 17.6 million ounces at 289 grams per tonne silver in foreign resource estimates, ranking amongst...

Interview with Alan Carter, President & CEO of Cabral Gold Inc.

Our previous interview: https://www.cruxinvestor.com/posts/cabral-gold-tsxvcbr-pitch-perfect-november-2025-8486

Recording date: 10th December 2025

Cabral Gold Inc. (TSXV:CBR) has secured $45 million US in gold loan financing to construct its first mine at the Cuiú Cuiú project in northern Brazil, with commercial production targeted for Q4 2026. The financing structure avoids equity dilution during the critical construction phase, preserving shareholder value whilst enabling the company's transition from explorer to cash-generating producer.

Construction activities have accelerated substantially with 143 personnel on site, 50 pieces of he...

Interview with Alex Walker, CEO, East Star Resources

Our previous interview: https://www.cruxinvestor.com/posts/east-star-resources-lseest-driving-towards-near-term-copper-production-in-kazakhstan-4519

Recording date: 9th December 2025

East Star Resources (LSE: EST) has established a distinctive development model for junior mining companies, securing strategic partnerships that fund exploration and production while maintaining significant equity positions across multiple copper and gold projects in Kazakhstan.

The company's approach centers on two major partnerships that fundamentally alter its capital structure. Endeavour Mining, a FTSE 100 company, has committed $5 million over two years with potential for an additional $20 million, while simultaneously taking...

Interview with Blake Hylands, CEO, Lithium Ionic 

Our previous interview: https://www.cruxinvestor.com/posts/lithium-ionic-tsxvlth-low-cost-brazil-mine-ready-for-2027-production-as-market-rebalances-8304

Recording date: 9th December 2025

Lithium Ionic is positioning itself to capitalize on a dramatic market recovery as lithium prices have tripled since mid-2025, driven by energy storage demand exceeding initial projections. CEO Blake Hylands reports the company's stock has doubled during this period but remains "massively undervalued" relative to improving fundamentals and the company's proximity to construction.

The company is advancing its Brazilian lithium project with a manageable $191 million capital requirement and industry-leading economics. A...

Interview with Simon Studer, interim CEO, Kingman Minerals

Recording date: 9th December 2025

Kingman Minerals Ltd. is advancing plans to revive a 140-year-old gold and silver mine in Arizona's Mohave County, with exploration work set to commence in early 2026. Under the leadership of interim CEO Simon Studer, the company recently completed an oversubscribed $1.5 million financing round that brings total treasury to $2.1 million—sufficient to fund the year's entire exploration program.

The Rosebud Mine, discovered in the 1880s and active during the 1920s and 1930s, has yielded remarkably high-grade results in recent sampling. Underground channel sa...

Interview with Allan Ritchie, Executive Chairman & CEO and David Ward, Managing Director of Adavale Resources

Recording date: 9th December 2025

Adavale Resources Limited (ASX: ADD) has emerged as a compelling Australian gold story, having transformed a A$900,000 acquisition into a 115,000-ounce JORC resource at the London-Victoria project in just nine months. The former BHP gold mine in New South Wales' prolific Lachlan Fold Belt is now the focus of an aggressive exploration and development program led by a management team with significant skin in the game.

Executive Chairman Allan Ritchie and newly appointed Managing...

Interview with Peter Secker, CEO of Canyon Resources

Our previous interview: https://www.cruxinvestor.com/posts/canyon-resources-asxcay-fast-tracking-worlds-largest-high-grade-bauxite-development-7892

Recording date: 5th December 2025

Canyon Resources (ASX:CAY) is advancing rapidly toward mid-2026 production at its Minim Martap bauxite project in Cameroon, executing one of the mining industry's most compressed development timelines. The company has progressed from mining license approval in late 2024 to full development mode, with all major equipment ordered and financing secured.

The project's economics are compelling: a pre-tax net present value exceeding $800 million, 29% internal rate of return, and modest capital costs...

Interview with Trent Mell, CEO of Electra Battery Materials Corp.

Our previous interview: https://www.cruxinvestor.com/posts/electra-battery-metals-tsxvelbm-pioneering-north-americas-critical-mineral-independence-7527

Recording date: 5th December 2025

Electra Battery Materials is progressing with construction of North America's first battery-grade cobalt refinery, marking a significant step toward reducing Western dependence on Chinese critical mineral processing. The Canadian facility, located just north of Toronto, targets production of 6,500 tons annually starting in 2027.

CEO Trent Mell described the company's transformation as "Electra 2.0" following a comprehensive financial restructuring. The company raised $82.5 million in new capital from three levels of government...

Interview with Chris Doornbos, President & CEO of E3 Lithium Ltd.

Our previous interview: https://www.cruxinvestor.com/posts/e3-lithium-tsxvetl-pioneering-lithium-development-in-the-heart-of-canadas-energy-industry-5064

Recording date: 5th December 2025

E3 Lithium has achieved significant technical and regulatory milestones as it advances its Alberta-based direct lithium extraction project toward commercial production by 2028/29. The company successfully commissioned its demonstration facility in September 2025, producing battery-grade lithium carbonate within just three weeks—a timeline CEO Chris Doornbos described as "generally not heard of" for such complex processing equipment. This achievement validates E3's proprietary 30-column DLE system while delivering recovery rates exceeding 95% at...

Interview with Dan Wilton, CEO of First Mining Gold Corp.

Our previous interview: https://www.cruxinvestor.com/posts/first-mining-gold-tsxff-approaching-key-permitting-milestone-6790

Recording date: 4th December 2025

First Mining Gold is approaching a pivotal moment in its development of two major Canadian gold projects, with CEO Dan Wilton outlining a clear pathway toward industry partnership and construction decisions over the next several years.

The company's flagship Springpole project in Ontario, containing approximately 5 million ounces, awaits environmental assessment approval targeted for late Q1 or early Q2 2026. This milestone represents the culmination of an eight-year permitting process...

Interview with Jeff Swinoga, CEO of Exploits Discovery Corp.

Our previous interview: https://www.cruxinvestor.com/posts/exploits-discovery-csenfld-new-found-gold-deal-unlocks-10m-treasury-value-7947

Recording date: 5th December 2025

Exploits Discovery Corp (CSE:NFLD) is a resource-stage gold exploration company focused on advancing properties with established historic resources in premier Canadian mining jurisdictions including Quebec and Ontario. Today it has completed a transformational deal with New Found Gold, receiving 2.8 million shares now valued at over $11 million plus a 1% royalty on properties along the Appleton fault. CEO Jeff Swinoga discusses how the company has strategically repositioned from grassroots exploration to...

Interview with Jon Deluce, Founder & CEO of Abitibi Metals Corp.

Our previous interview: https://www.cruxinvestor.com/posts/abitibi-metals-cseamq-high-grade-copper-expansion-project-in-canada-7823

Recording date: 4th December 2025

Abitibi Metals Corp. (CSE:AMQ) is rapidly emerging as a compelling copper-gold story in Quebec's prolific mining belt, with CEO Jon Deluce outlining a disciplined growth strategy centered on the company's flagship B26 deposit. After drilling over 25,000 meters in 2025, the company is targeting a substantial resource update to 25-30 million tons in 2026, up from the current 2+ million ounce gold equivalent resource.

The drilling program has delivered exceptional results...

Interview with Pascal Hamelin, President & CEO of Abcourt Mines Inc.

Our previous interview: https://www.cruxinvestor.com/posts/abcourt-mines-tsxvabi-new-quebec-producer-positioned-for-growth-cash-flow-buybacks-8051

Recording date: 3rd December 2025

Abcourt Mines (TSXV:ABI) has successfully transitioned from exploration to production at its Sleeping Giant mine in Quebec, representing an increasingly rare case study in debt-financed mine development that avoids the severe shareholder dilution typical of traditional equity-financed builds. The company secured $12 million in financing from Nebari—including C$8 million initial tranche, $2 million follow-on, and $2 million used to buy down the Triple Flag NSR royalty from 2% to 1.5%—and commenced gold prod...

Interview with Nick Smart, CEO of ValOre Metals Corp.

Our previous interview: https://www.cruxinvestor.com/posts/valore-metals-tsxvvo-pitch-perfect-november-2025-8623

Recording date: 3rd December 2025

ValOre Metals is executing an ambitious transformation from single-asset platinum-palladium explorer into an integrated precious metals producer operating across Brazil. Under CEO Nick Smart—an Anglo American veteran with 21 years of experience building and commissioning operations globally—the company is pursuing a dual-track strategy: advancing the flagship Pedra Branca PGM project towards production whilst acquiring near-term cash-flowing assets to accelerate transformation into a diversified producer.

The platinum-palladium market has...

Interview with Chief Executive Officer, Keith Boyle

Our previous interview: https://www.cruxinvestor.com/posts/new-found-gold-tsxvnfg-explorer-to-producer-8484

Recording date: 3rd December 2025

New Found Gold Corporation is executing a capital-efficient development strategy that combines near-term cash flow from the recently acquired Hammerdown mine with advancement of the flagship Queensway Gold Project in Newfoundland, Canada. The November 2025 Maritime Resources acquisition delivered two critical assets: a producing underground mine that poured first gold one day before closing, and the fully permitted Pine Cove mill that eliminates major infrastructure requirements for Queensway's planned 700-ton-per-day operation. 

Management's a...

Interview with Nolan Peterson, CEO, Atlas Salt

Our previous interview: https://www.cruxinvestor.com/posts/atlas-salt-tsxvsalt-all-known-questions-answered-november-2025-8553

Recording date: 2nd December 2025

Atlas Salt is advancing the Great Atlantic Salt project on Newfoundland's west coast to supply North America's deicing road salt market. The project targets production of 4 million tons annually by 2030-2033, representing approximately 10% of the northeastern US and eastern Canada market that consumes 30-36 million tons each year.

The company offers rare public market exposure to a recession-proof commodity with stable demand fundamentals. CEO Nolan Peterson emphasizes the project's competitive...

Interview with Victor Cantore, CEO, Amex Exploration

Our previous interview: https://www.cruxinvestor.com/posts/high-grade-projects-target-2026-production-to-take-advantage-of-4200-gold-price-8291

Recording date: 2nd December 2025

Amex Exploration is advancing a gold development project in Quebec's Abitibi Greenstone belt that eliminates traditional mining financing challenges through a carefully structured phased approach. President and CEO Victor Cantore outlined how the company plans to bring its Perron property into production while maintaining an aggressive exploration program across more than 500 square kilometers of prospective ground.

The company controls over 70 kilometers of strike length on one of the world's...

Interview with George Bee, President and CEO, US Gold Corp

Our previous interview: https://www.cruxinvestor.com/posts/us-gold-corp-nasdaqusau-permitted-gold-copper-project-targets-january-dfs-with-17moz-reserve-8558

Recording date: 2nd December 2025

US Gold Corp is positioning itself as one of the few fully permitted gold development projects in the United States as it prepares to release a feasibility study for its CK Gold Project in Wyoming. President and CEO George Bee, speaking at the Resourcing Tomorrow conference in London, outlined the company's timeline for transitioning from developer to producer while maintaining significant exploration upside in Nevada.

The feasibility...

Interview with Segun Lawson, CEO of Thor Exploration Ltd.

Our previous interview: https://www.cruxinvestor.com/posts/thor-exploration-lsethx-nigerian-pioneer-preps-18m-oz-senegal-gold-project-for-q4-pfs-7891

Recording date: 3rd December 2025

Thor Explorations presents a compelling investment opportunity combining immediate cash generation from low-cost, high-grade gold production with a self-funded development pipeline spanning near-term mine life extension, advanced-stage project construction, and genuine exploration discoveries across three West African jurisdictions.

The company operates the 100%-owned Segilola gold mine in Nigeria, producing 90,000–95,000 ounces annually at all-in sustaining costs below $1,000 per ounce. At current gold prices above $4,000 per ounce, Thor captures op...

Interview with Chris Stevens, CEO, Coda Minerals

Our previous interview: https://www.cruxinvestor.com/posts/coda-minerals-asxcod-95-recovery-rate-transforms-copper-project-into-tier-1-asset-7833

Recording date: 2nd December 2025

As global copper markets confront a widening supply deficit, Australian junior Coda Minerals is positioning its Elizabeth Creek Copper-Silver Project as a potential solution to what CEO Chris Stevens describes as an industry crisis. Located in South Australia adjacent to BHP's Carrapateena operation and near the world-class Olympic Dam mine, the project benefits from established infrastructure in a proven mining jurisdiction.

The company's economics have transformed dramatically since initial...

Interview with Brian William Penny, CEO of Wallbridge Mining

Our previous interview: https://www.cruxinvestor.com/posts/wallbridge-mining-wm-updated-resource-will-delight-market-2169

Recording date: 27th November 2025

Wallbridge Mining is navigating challenging junior gold markets through a strategic two-asset approach in Quebec's Abitibi region under CEO Brian Penny, a mining finance veteran with three decades at Kinross, Western Goldfields, and New Gold . The company controls over 600 square kilometers of prospective ground and has secured financial runway through Q1 2027 following a $15 million equity financing and $8 million from selling its Detour East property to Agnico Eagle .

The company's...

Interview with Mark Petersen, Senior Geological Consultant of Wallbridge Mining

Our previous interview: https://www.cruxinvestor.com/posts/wallbridge-mining-wm-updated-resource-will-delight-market-2169

Recording date: 27th November 2025

Wallbridge Mining is pursuing a calculated two-pronged approach across its Quebec gold assets, balancing near-term development at Fenelon with aggressive exploration at the Martiniere system. Mark Peterson, Senior Geological Consultant with over 40 years of experience, leads the geological strategy following his tenure at New Gold.

At Fenelon, the company has fundamentally restructured its resource model, simplifying mineralized domains from over 100 discrete zones to 16 user-friendly envelopes. This redesign better...

Recording date: 1st December 2025

Olive Resource Capital has delivered exceptional performance in 2025, with Executive Chairman Derek Mcpherson and President/CEO/CIO Sam Pelaez reporting record third-quarter results during their December 1st "Compass" podcast discussion. The fund achieved 61.8% gains in Q3 and 113.5% year-to-date returns, driven primarily by the rising gold market and strategic portfolio positioning.

Despite generating $5.2 million in net income during Q3 against a market capitalization of just $7-8 million, management believes the share price trading around $0.07 significantly undervalues the fund's performance and asset base. This disconnect represents what Mcpherson characterizes as a meaningful opportunity...

Interview with Ingo Hofmaier, CFO of Lifezone Metals

Our previous interview: https://www.cruxinvestor.com/posts/lifezone-metals-nyselzm-tanzania-nickel-developer-boosts-resource-by-20-amid-ev-metals-push-6482

Recording date: 24th November 2025

Lifezone Metals (NYSE:LZM) is positioning its Kabanga nickel project in Tanzania as a strategic Western-aligned alternative to Indonesian supply dominance, following the successful acquisition of BHP's 17% stake through a deferred payment structure. CFO Ingo Hofmaier detailed the company's progress toward a final investment decision (FID) targeted for late 2025, highlighting how decades of exploration work and recent infrastructure improvements have transformed the project's development prospects.

The July 2025 feasibility study...

Interview with Hugh Agro, President & CEO of Revival Gold Inc.

Our previous interview: https://www.cruxinvestor.com/posts/revival-gold-tsxvrvg-dual-asset-strategy-offers-near-term-production-long-term-upside-7957

Recording date: 27th November 2025

Revival Gold presents investors with leveraged exposure to gold price appreciation through a 6 million ounce dual-project portfolio in the western United States trading at substantial discounts to both net asset value and producing peer companies. With the Mercur project in Utah advancing towards pre-feasibility study in 2026 and Beartrack-Arnett in Idaho at pre-feasibility stage, the company offers clear pathways to production on compressed timelines of two to three and a half...

Interview with Kurt Budge, CEO of Leading Edge Materials Corp.

Our previous interview: https://www.cruxinvestor.com/posts/leading-edge-materials-tsxvlem-strategic-rare-earths-projects-amid-eus-critical-minerals-push-6094

Recording date: 27th November 2025

Leading Edge Materials Corp. (TSXV:LEM) is advancing its Norra Kärr heavy rare earth project in Sweden towards a prefeasibility study expected to complete in the first half of 2026, positioning one of Europe's few advanced-stage heavy rare earth assets closer to production. The project's production profile of 248 tonnes of dysprosium and 38 tonnes of terbium oxide compares directly to Lynas Rare Earths' recent Malaysian plant expansion, establishing Norra Kärr at...

Interview with Colin Smith, Director & CEO of TooGood Gold

Recording date: 27th November 2025

TooGood Gold Corporation is developing an early-stage, district-scale high-grade gold project in northern Newfoundland, positioning itself within one of Canada's most active exploration regions. The company acquired the property through a favorable earn-in agreement with Prospector Metals, which made the initial discovery before redirecting focus to its Yukon assets. Under CEO Colin Smith, a geologist with 20 years of experience including roles at SSR Mining and Discovery Group, TooGood has expanded the land package from 110 km² to over 164 km², systematically consolidating ground along re...

Interview with Glenn Jessome, President & CEO of Silver Tiger Metals Inc.

Recording date: 28th November 2025

Silver Tiger Metals presents investors with a rare opportunity to gain exposure to a near-term silver production scenario backed by exceptional project economics, secured financing, and an experienced development team. The company has achieved a significant milestone in obtaining Mexico's first new mining permit since 2020, enabling development of the El Tigre bulk tonnage stockwork deposit in Sonora state with an 18-24 month construction timeline beginning January 2026.

The project's pre-feasibility study demonstrates compelling financial metrics: an after-tax NPV of $750...

Interview with Sam Hartmann, VP Exploration, and Dev Randhawa, Chairman & CEO, of F3 Uranium Corp.

Our previous interview: https://www.cruxinvestor.com/posts/f3-uranium-tsxvfuu-billion-dollar-discovery-team-strikes-again-in-worlds-best-uranium-district-7874

Recording date: 27th November 2025

F3 Uranium Corp. (TSXV: FUU) has completed a $20 million financing to fund a year-long drilling campaign at its Tetra Zone discovery in Saskatchewan's Athabasca Basin. The financing, which included $15 million in flow-through funds, brings the company's treasury to $30 million and eliminates near-term dilution pressure as the exploration program advances.

CEO Dev Randhawa explained the strategic shift toward Tetra Zone, which has emerged...

Recording date: 25th November 2025

Derek Mcpherson and Sam Pelaez of Olive Resource Capital highlight critical developments reshaping mining investment, with asset scarcity and supply chain vulnerabilities emerging as defining challenges for the sector.

The ongoing Anglo American situation exemplifies limited growth options for major miners. Despite BHP quickly dismissing weekend speculation about a renewed bid, the December 9th shareholder vote underscores how few tier-one assets exist that can materially impact large producers' portfolios. Pelaez notes these critical assets remain concentrated among major companies like Teck, Anglo, and Glencore, with many already partnered on world-scale Chilean...

Interview with Elaine Ellingham, President & CEO of Omai Gold Mines

Our previous interview: https://www.cruxinvestor.com/posts/omai-gold-mines-tsxvomg-19m-funded-pea-in-2026-targets-multi-generational-40-year-mine-life-8052

Recording date: 25th November 2025

Omai Gold Mines has executed a dramatic transformation of its flagship Guyanese project in 2025, expanding its mineral resource by 51% from 4.3 million ounces to 6.5 million ounces through an aggressive drilling campaign. This growth trajectory positions the company among the developers of the world's largest undeveloped gold projects, achieved through a strategic pivot that CEO Elaine Ellingham describes as capitalizing on unexpected geological success.

The turning point...

Interview with David Cataford, CEO of Champion Iron Ltd.

Our previous interview: https://www.cruxinvestor.com/posts/g-mining-ventures-tsxgmin-champion-iron-tsxcia-playbook-for-success-7198

Recording date: 24th November 2025

Champion Iron stands at a compelling inflection point for investors seeking exposure to steel industry decarbonisation. After seven years and over $2 billion of capital investment, the Canadian iron ore producer is weeks away from completing its transformation into one of the world's premier ultra-high-grade concentrate suppliers, with the major expenditure cycle ending December 2025 and material free cash flow generation beginning 2026.

The company just delivered its strongest quarterly performance in...

Interview with Chad Peters, President & CEO of Ridgeline Minerals Corp.

Our previous interview: https://www.cruxinvestor.com/posts/partnership-driven-mining-exploration-reducing-risk-maximizing-returns-8307

Recording date: 21st November 2025

Ridgeline Minerals (TSXV:RDG) presents investors with an unusual proposition: leveraged exposure to a Nevada carbonate replacement deposit discovery that South32 publicly compares to its $2 billion Taylor acquisition, yet trades at valuations suggesting significant market scepticism. Understanding this disconnect requires examining both the technical merits of the Selena discovery and the strategic value of Ridgeline's partner-funded business model.

The company's second drill hole at Selena intersected multiple massive...

Interview with Jean-Marc Lulin, President & CEO of Azimut Exploration Inc.

Our previous interview: https://www.cruxinvestor.com/posts/azimut-exploration-tsxvazm-kghm-funds-nickel-hunt-as-quebec-explorer-weighs-gold-asset-options-6611

Recording date: 21st November 2025

Azimut Exploration (TSXV:AZM) is executing a strategic transformation from prospect generator to focused development company, concentrating resources on three 100%-owned gold discoveries in Quebec's prolific mining districts. Jean-Marc Lulin, president and CEO with 40 years of global exploration experience, outlined the company's evolution and provided comprehensive project updates in a recent interview.

The flagship Wabamisk property hosts two significant discoveries separated by 15 kilometers of underexplored ground. The Fortin...

Interview with Richard Young, Chief Executive Officer of i-80 Gold

Our previous interview: https://www.cruxinvestor.com/posts/i-80-gold-tsxiau-pitch-perfect-november-2025-8431

Recording date: 19th November 2025

i-80 Gold (TSX: IAUX) is executing a methodical three-phase development plan designed to transform the company from a marginal Nevada gold producer into a profitable mid-tier operator generating 200,000 ounces annually by 2028 with projected EBITDA of $200 million to $300 million. The company's third quarter 2025 results marked a critical inflection point, delivering the strongest financial performance in company history whilst completing permanent dewatering infrastructure that had previously constrained access to higher-grade...

Interview with Thomas Lamb, CEO, Myriad Uranium

Our previous interview: https://www.cruxinvestor.com/posts/myriad-uranium-csem-200-million-pound-potential-as-rush-merger-delivers-100-project-control-7894

Recording date: 19th November 2025

Myriad Uranium Corp. is unlocking significant value at its Copper Mountain uranium project in Wyoming through modern analytical techniques that reveal substantially higher uranium grades than historic exploration indicated. CEO Thomas Lamb recently outlined how the company's systematic chemical assaying program has discovered radiometric disequilibrium that shows 50-60% more uranium than conventional gamma probe readings detected during Union Pacific Railway's $85 million exploration campaign in the 1970s.

The company recently...

Interview with Oliver Turner, Vice President of Corporate Development, Americas Gold & Silver 

Our previous interview: https://www.cruxinvestor.com/posts/americas-gold-silver-tsxusa-triples-ore-production-targets-5moz-annually-8137

Recording date: 18 November 2025

Americas Gold & Silver is rapidly executing a growth and consolidation strategy in Idaho's historic Silver Valley, highlighted by its recent $65 million acquisition of the Crescent Mine and an oversubscribed $150 million capital raise. The company's strategic moves have attracted significant institutional interest, with ownership increasing from just 7% to over 63% as top-tier global mining institutions recognize the value proposition.

The Crescent Mine acquisition represents a calculated move to u...

Interview with Philip Williams, Director & CEO of IsoEnergy Ltd.

Our previous interview: https://www.cruxinvestor.com/posts/isoenergy-tsxiso-inside-isoenergys-strategic-play-on-uraniums-supply-demand-revolutiont-7872

Recording date: 19th November 2025

IsoEnergy is building an institutional-scale uranium platform spanning Canada, the United States, and Australia through strategic acquisitions and targeted exploration spending. CEO Philip Williams recently announced the acquisition of Toro Energy, which adds the 75-million-pound Wiluna project in Western Australia to what the company calls its "Core Four" assets. This portfolio includes Canada's Hurricane deposit, described as the world's highest-grade uranium resource, along with near-term production capabilities at past-producing Utah mines...

Interview with Stephen Hanson, President & CEO of Surface Metals Inc.

Our previous interview: https://www.cruxinvestor.com/posts/surface-metals-csesur-former-lithium-player-pivots-to-nevada-gold-with-walker-lane-project-7467

Recording date: 21st November 2025

Surface Metals Inc. (CSE: SUR) has strategically positioned itself across two commodity cycles through its April 2025 acquisition of the Cimarron gold project in Nevada whilst maintaining a diversified lithium portfolio anchored by a 300,000+ ton LCE resource at Clayton Valley, California. This dual-commodity approach provides investors with exposure to gold's current bull market and lithium's structural electrification demand.

Following recent meetings on Wall Street and Bay Street, President and...

Recorded November 19, 2025, from the Benchmark Conference in Los Angeles.

In this critical episode of The Compass, Sam Pelaez (President, CEO & CIO of Olive Resource Capital) and Derek Macpherson (Executive Chairman of Olive) dissect a fundamental shift occurring in mining project finance as traditional debt-equity structures replace the exotic capital arrangements that dominated recent years.

KEY TOPICS COVERED:

Troilus Gold's Financing Breakthrough
The expanded debt facility announcement signals developers can now credibly finance construction independently rather than depending entirely on takeovers. At $4,100 gold, project profitability has driven down the cost of capital materially...

Interview with Rupert Verco, Managing Director & CEO, Cobra Resources

Our previous interview: https://www.cruxinvestor.com/posts/cobra-resources-lsecobr-high-grade-copper-gold-acquisition-ree-isr-7824

Recording date: 19th November 2025

Cobra Resources is positioning itself as a potential disruptor in the global rare earths market through its innovative Boland project in South Australia. The London-listed company is developing an in-situ recovery (ISR) operation targeting high-value heavy rare earths including dysprosium and terbium - critical components in permanent magnets for electric vehicles, renewable energy, and defense applications.

What distinguishes Boland from conventional rare earth projects is its unique geological setting...

US Gold Corp (NASDAQ: USAU) represents an increasingly rare investment opportunity in the North American mining sector - a fully permitted, shovel-ready gold-copper development project approaching a critical inflection point. The company's CK Project in Wyoming is completing its Definitive Feasibility Study by mid-December 2025, with public release planned for January 2026, positioning investors ahead of formal project financing negotiations and potential strategic interest from consolidating producers.

The project's fundamental advantages centre on infrastructure and operational simplicity. Located 20 miles from Cheyenne, Wyoming, the CK Project benefits from established power and water infrastructure, rail connectivity within three miles, and access...

Interview with Gwen Preston, VP Communications, West Red Lake Gold Mines

Our previous interview: https://www.cruxinvestor.com/posts/west-red-lake-gold-mines-tsxvwrlg-all-known-questions-answered-7761

Recording date: 18th November 2025

West Red Lake Gold Mines is restarting the Madsen Mine in Ontario's prolific Red Lake district, positioning itself as a rare new gold producer emerging at the beginning of a bull market rather than after years of depressed prices . The company targets commercial production in early 2026 with expected annual output of 50,000 ounces, growing to 100,000 ounces by 2028 through site optimization and development of the high-grade Rowan deposit .

The...

Interview with Mark Selby, Chief Executive Officer of Canada Nickel. 

Our previous interview: https://www.cruxinvestor.com/posts/g7-nations-advance-critical-minerals-pact-to-reshape-global-supply-chains-and-industrial-policy-8401

Recording date: 18th November 2025

Canada Nickel Company has secured a transformative milestone with its Crawford Nickel project's referral to Canada's Major Projects Office, joining only three mining developments selected for expedited government support. This highly selective designation provides coordinated permitting assistance, enhanced financing access, and direct political backing from Prime Minister Mark Carney and Minister of Natural Resources Tim Hodgson.

The MPO, led by proven infrastructure executive Dawn Farrell and backed b...

Interview with Thomas Mumford, President of Scottie Resources Corp.

Our previous interview: https://www.cruxinvestor.com/posts/scottie-resources-tsxvscot-funded-to-advance-high-grade-2m-oz-gold-asset-in-bc-golden-triangle-5191

Recording date: 17th November 2025

Scottie Resources is positioning itself as a near-term gold producer through a direct ship ore (DSO) model that bypasses traditional milling infrastructure, targeting commercial production by mid-2028 at its flagship property 40 kilometers north of Stewart, BC. The company's strategic approach leverages existing deep water port facilities and high-grade mineralization outcropping at surface to accelerate project timelines while minimizing capital intensity in an environment of sustained elevated gold prices.

...

Interview with NexMetals Mining's CEO Morgan Lekstrom

Recording date: 18 November 2025

NexMetals Mining Corp has executed a comprehensive transformation that positions its two past-producing Botswana copper-nickel-cobalt assets as potential near-term development opportunities in a market characterised by acute supply constraints and major mining company acquisition activity.

The company recently closed an US$80 million equity financing led by Texas-based institutional investor Condire Capital, which acquired a 9.9% stake, whilst existing major shareholder EdgePoint increased its position despite having no obligation to participate. The financing increased institutional ownership from 30% to 75% and eliminated US$21 million in legacy debt...

Interview with Nic Earner, Managing Director of Alkane Resources Ltd.

Our previous interview: https://www.cruxinvestor.com/posts/alkane-resources-asxalk-post-merger-gold-producer-targets-180k-aueq-ounces-7916

Recording date: 17th November 2025

Alkane Resources has successfully completed its transformational merger with Mandalay Resources, establishing itself as a diversified mid-tier gold producer with three operating mines across Australia and Sweden. The integration, finalized in August 2025, has delivered on all key strategic objectives while positioning the company for its next phase of growth in a strengthening gold price environment.

The merger has transformed Alkane's market profile substantially. Production guidance now stands...

Interview with Justin van der Toorn, President & CEO of Greenheart Gold Inc.

Our previous interview: https://www.cruxinvestor.com/posts/greenheart-gold-tsxvghrt-proven-explorer-accelerates-guiana-shield-drilling-for-major-discovery-8003

Recording date: 17th November 2025

Greenheart Gold (TSXV:GHRT) is leveraging a proven management team and substantial capital base to pursue multiple gold discoveries across Guyana and Suriname. Led by President and CEO Justin van der Toorn, the executive team previously built Reunion Gold and discovered the 6-million-ounce Oko West deposit, which is now advancing toward production in 2027. This track record provides credibility as Greenheart pursues its disciplined exploration strategy across the highly...

Interview with Riaan Davel, CFO, and Henriette Hooijer, CFO Designate and GM: Finance of DRDGOLD Ltd.

Our previous interview: https://www.cruxinvestor.com/posts/drdgold-nysedrd-moving-towards-200000-oz-gold-production-from-tailings-8411

Recording date: 17th November 2025

DRDGOLD Limited, a 130-year-old South African gold mining company, is executing a carefully orchestrated leadership transition as CFO Riaan Davel prepares to hand over responsibilities to Henriette Hooijer on February 1, 2026. The succession, built on a 20-year working relationship including nine years together at DRDGOLD, reflects the company's commitment to maintaining strategic continuity as it pursues ambitious growth plans.

The company operates...

Interview with Hayden Locke, President & CEO of Marimaca Copper Corp.

Our previous interview: https://www.cruxinvestor.com/posts/marimaca-copper-tsxmari-environmental-milestone-clears-path-for-q1-2026-ground-breaking-8471

Recording date: 14th November 2025

Marimaca Copper is advancing its Pampa Medina project in northern Chile with drill results that significantly exceed expectations and confirm the potential scale of a sedimentary-hosted copper system. The latest intercepts include nearly 50 meters at 2% copper within a broader 160-meter zone grading 1% copper, representing a material extension to the oxide envelope with grades surpassing current resource models.

The company's aggressive exploration strategy has delivered impressive results...

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 exploration program and explicit endorsement from major mining company partners. The company controls 70,000 hectares in northwest Ontario hosting multiple high-grade gold discoveries across four distinct mineralization types, with fully funded drilling planned for 2026 under management explicitly targeting a Great Bear Resources-style exit.

The investment thesis centers on...

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 target. The raise, completed in a strengthening copper market, brought 82 investors onto the register, including 67 new shareholders, and diversified ownership while still keeping management significantly aligned through a 22% stake. This capital provides roughly 18 months of runway and positions the TSX Venture-listed junior to advance a...

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 liquidity at record highs, structural demand emerging from technological infrastructure, and mining companies generating unprecedented cash flows while trading at reasonable valuations.

Global liquidity continues expanding despite recent volatility. The People's Bank of China maintains liquidity injections, while the New York...

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 billion tons grading just over 5% TiO2. This multigenerational asset positions the company as a potential disruptor in global critical minerals supply chains at a time when the industry faces unprecedented restructuring.

The company's strategic advantage extends beyond scale. Pitfield's geology features high-purity...

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 - 15 to 30 times larger than typical junior exploration companies. Founded in 2016 by CEO David D'Onofrio, PowerOne Capital, and renowned explorer Shawn Ryan, the company has delineated a substantial 3 million ounce gold resource at its flagship Golden Saddle deposit, representing the highest-grade open-pit resource in the...

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 prospects in a historically productive mining district. Managing Director Scott Caithness recently outlined the company's systematic exploration approach and the multiple pathways to value creation at this advanced-stage project.

The Cactus district boasts an impressive mining heritage, with the original mine operating between 1905 and 1920, producing 1.3 million tons at 2...

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 the company to break ground by the end of Q1 2026. The approval, granted through Chile's Declaration of Environmental Impact (DIA) pathway, represents years of strategic planning and proactive stakeholder engagement that distinguished the company's approach from typical mining development.

The DIA approval followed submission of a...

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 billion in revenue and 66% gross margins, generating $1.2 billion in free cash flow at all-in sustaining costs of $1,400 per ounce. At current gold prices, this translates to approximately $17-18 million in daily free cash flow. Newmont Corporation similarly posted strong performance with $8 billion in revenue...

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 composition, and development milestones.

Central to Phillips's strategy is maintaining a concentrated portfolio of just 10-14 meaningful positions across different commodities and exploration models. He argues that excessive diversification—he cites investors holding 97 or more junior resource stocks—makes portfolio management impossible and dilutes the impa...

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, 2025, with its first underground ore production in South Africa's renowned Witwatersrand Basin. Managing Director and CEO Rudi Deysel confirmed that following a three-month mobilization period beginning in July, the company completed its first physical blast and ore transport from the mine.

The project's unique structure...

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 through multiple commodity cycles, and is currently funding a transformative expansion entirely from operating cash flows. For investors seeking gold exposure through operational discipline rather than exploration speculation, DRDGOLD's business model warrants serious attention.

The Johannesburg-based company, listed on both the JSE and NYSE wit...

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 advantages and exceptional leverage to elevated gold prices. The company is advancing the past-producing PL Gold Mine in northern Manitoba toward production by late 2027 or early 2028, following a strategic pivot from underground to open-pit mining that transforms the project's risk-return profile.

The company's most significant competitive advantage...

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 - the Ashram project in Quebec, Canada—with experienced management and a clear development strategy aimed at capitalizing on unprecedented Western government support for critical minerals.

The Ashram deposit contains nearly 200 million tons of resource grading approximately 2% total ra...

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 Gold Mill in Quebec. CEO Paul Ténière outlined the company's comprehensive development plan during a detailed discussion, emphasizing how existing infrastructure and historical data are being leveraged to accelerate the path to production.

The company is targeting completion of a preliminary economic assessment by D...

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 institutional appetite for precious metals equities returns after years of dormancy.

Gentile's investment approach centers on contrarian positioning in the junior mining sector. His gold thesis, established during the 2018 downturn, was built on concerns about unsustainable government debt le...

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 project expertise from Newcrest Mining to guide the African-focused gold producer through an ambitious expansion phase.

Jones outlined a strategy centered on operational continuity rather than radical change. The focus remains squarely on delivering Perseus's five-year growth plan, which encompasses three key pillars...

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 single well currently producing and plans to drill multiple additional wells over the next two years, the company offers exposure to premium European gas pricing in a geopolitically strategic market.

The company's sole producing asset, the Podere Maiar well in...

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 from Zurich, the duo characterized the pullback as normal seasonal volatility within an ongoing bull market. Sam noted that gold reached an RSI reading of 92—the highest ever recorded before the correction, suggesting the rally had extended be...

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 Rick Rule and Jeff Phillips through a C$4 million financing with a 12-month hold period. Following a 10-for-1 share consolidation, the company now operates with only 43 million shares outstanding and less than 40% free float, creating one of the tighter capital structures in the junior mining space.

The strategic pivot...

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 production to 200,000 ounces of gold equivalent annually. The company operates two underground mines in Mexico-Campo Morado, a polymetallic VMS deposit in Guerrero, and Tahuehueto, an epithermal gold-silver mine in Durango—both previously starved of capital for a decade.

CEO Dan Barnholden, bringing two decades of investment ba...

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 that prioritize technical de-risking over speculative development.

Radisson Mining Resources focuses on the O'Brien Gold Project, a historical high-grade mine that operated until 1957 when economic constraints at $35-per-ounce gold forced closure at one-kilometer depth. CEO Matthew Manson now targets two kilometers as...

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 growth prospects. The flagship Galaxy Gold Mine in South Africa, currently producing just over 10,000 ounces in 2025, is set for a production ramp up to more than 40,000 ounces annually by 2028. This expansion leverages the existing infrastructure, specifically a 50,000-ton-per-month mill running at only 30-40% utilization, which supports...

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 renowned Cadillac Fault in the Abitibi region—one of the world's most productive gold districts with over a century of mining history and hundreds of millions of ounces produced. The company has consolidated approximately 15 kilometers of strategic land position between multiple historic mining camps and adjacent to Agnico Eagle's producing operations, positioning it...

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 position at Rio Tinto's Oyu Tolgoi copper operation, the company is advancing a portfolio of copper, nickel, and gold projects in southwestern Mongolia's prospective Central Asian orogenic belt.

The company's flagship Oval copper-nickel project has delivered significant validation...

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 tungsten production at a time when the United States faces near-total import dependence for this defense-critical metal.

CEO Brett Marsh, bringing 25 years of geology experience across major mining companies and junior explorers, has deliberately structured Spartan around tungsten...

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 the company among the lowest-cost producers globally. Phase 1 development demonstrates a net present value of $749 million with a 22% internal rate of return, while production costs of just $0.36 per pound after byproduct credits place the project in the bottom decile of global vanadium operations.

Chief Executive Nicholas Bridgen attributes these compelling...

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 Definitive Feasibility Study reveals exceptional metrics: a post-tax internal rate of return exceeding 60%, net present value of $1.5 billion, and a two-year payback period over a 19-year mine life. Most notably, capital costs decreased by $70 million to $190 million, positioning Bandeira among the lowest-cost lithium developments globally.

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-based platform designed to address critical funding shortages in early-stage mining exploration. The AIM-listed mining exploration incubator will acquire 49% of Minestarters, gaining access to significantly larger capital pools through tokenisation while maintaining visibility of investment value through tradable digital assets.

CEO Sean Wade describes the funding environment for early-stage m...

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 Brucejack Mine. The company controls a 21.66 million ounce gold resource grading 0.92 g/t and is implementing a selective underground mining strategy rather than pursuing bulk tonnage approaches.

President and CEO Joe Ovsenek leads a management team that joined in May 2025, bringing direct regional e...

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 strategic partnerships with major mining companies, including Nevada Gold Mines, South32, Cameco, and Orano, that provide 100% non-dilutive funding for exploration programs while the juniors retain fully carried interests of 20-25% through to commercial production. This structure addresses the central problem facing exploration investors: companies repeatedly...

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 constraints.

Gold continues trading at $4,100 with silver exceeding $50 per ounce despite recent Middle East peace developments. Pelaez emphasized that global liquidity has reached all-time highs, surpassing pandemic levels, and maintains the highest correlation with gold performance. This monetary backdrop combines with central banks actively reducing...

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 flow.

New Found Gold CEO Keith Boyle outlines how the acquisition of Maritime Resources positions the company to become a near-term producer at its Queensway Project in Newfoundland. The addition of a toll milling option significantly...

Interview with Alan Carter, President & CEO of Cabral Gold Inc.

Our previous interview: https://www.cruxinvestor.com/posts/cabral-gold-tsxvcbr-2500oz-margins-position-brazil-project-for-exceptional-near-term-returns-8097

Recording date: 16th October 2025

Cabral Gold has positioned itself for a transition from explorer to producer following the recent US$45 million gold loan financing that fully funds construction of its Brazilian heap leach operation without diluting shareholders, a rare achievement in the junior mining sector. With first gold pour scheduled for Q4 2026, investors have clear visibility to cash flow generation within 12 months.

The project's financial profile stands out in today's gold...

Interview with Glenn Mullan, President & CEO of Val-d'Or Mining Corporation

Our previous interview: https://www.cruxinvestor.com/posts/val-dor-mining-vzz-new-royalty-story-emulating-recent-success-1729

Recording date: 10th October 2025

Val-d'Or Mining Corporation employs a prospect generation model centered on staking mineral properties 100%, conducting minimal initial exploration with an annual budget of only $300,000, then partnering with larger mining companies to fund drilling and development work. This approach reduces the need for capital-intensive exploration and limits shareholder dilution typical in junior miners. Their current major partnership with Eldorado Gold involves $36.5 million committed exploration spending across 12 properties in Quebec and Ontario. Val-d'Or...

Interview with David Detata, Managing Director of Strategic Energy Resources

Recording date: 9th October 2025

Strategic Energy Resources (ASX:SER), a Perth-based junior explorer with a market capitalization of approximately $4-5 million, has established a distinctive position in Queensland's copper-gold exploration sector through its prospect generator business model and hypothesis-driven approach to target evaluation.

Managing Director David Detata brings an unconventional background to mineral exploration, having spent nearly 20 years as a forensic scientist specializing in analytical chemistry before transitioning to the mining sector in 2019. This scientific discipline shapes the company's methodical approach: "We see...

Interview with Alberto Orozco, CEO of Capital Silver Corp.

Our previous interview: https://www.cruxinvestor.com/posts/capitan-silver-tsxvcapt-mexico-explorer-raises-53m-at-premium-and-announces-exploration-plan-6828

Recording date: 6th October 2025

Capitan Silver Corp. has achieved what no company has accomplished in over a century: consolidating Mexico's historically productive Cruz de Plata silver district under single ownership. Through two strategic transactions in 2022 and August 2024, the company has reunited lands where Peñoles mining company operated its first mine, producing 300 up to 2,000 g/t silver from the late 1800s until the Mexican Revolution fragmented the property in 1908.

The consolidation has u...

Interview with  Sam Lee, CEO of Northisle Copper & Gold

Our previous interview: https://www.cruxinvestor.com/posts/northisle-copper-gold-tsxvncx-district-scale-is-the-prize-8032

Recording date: 6th October 2025

Northisle Copper & Gold is advancing one of British Columbia's most significant undeveloped copper-gold assets at a pivotal moment when political alignment, commodity fundamentals, and strategic capital partnerships have converged to enable accelerated development. The company controls a major porphyry project hosting over 7 million ounces of gold and 3.5 billion pounds of copper on Vancouver Island.

Since CEO Sam Lee joined in October 2020, the company has systematically addressed the critical questions d...

Interview with Chris Frostad, President & CEO of Purepoint Uranium

Previous interview: https://www.cruxinvestor.com/posts/purepoint-uranium-tsxvptu-high-grade-uranium-found-with-isoenergy-jv-7520

Recording date: 8th October 2025

Purepoint Uranium Group has emerged as a differentiated uranium exploration company through its combination of a significant new discovery in Saskatchewan's Athabasca Basin and a self-sustaining business model built on strategic partnerships with major industry players. The company's recent progress demonstrates how junior explorers can advance high-quality projects while maintaining capital efficiency and minimizing shareholder dilution.

The Dorado discovery represents the company's most significant value driver. Four drill holes have...

Interview with Julian Treger, President & CEO of CoTec Holdings

Recording date: 7th October 2025

CoTec Holdings is pioneering a new era in mining by repurposing industrial waste and tailings through six proprietary technologies, aiming to develop nearly 20 assets by 2030 with potential net present values exceeding $2-3 billion. Led by CEO Julian Treger, a seasoned investor who scaled Anglo Pacific's earnings from $5 million to over $100 million in eight years, the company holds a current market value of $130 million CAD, with 60% insider ownership driving a goal of surpassing $1 billion in valuation. Treger's approach exploits market gaps: outdated extraction...

Interview with Matt Manson, President & CEO of Radisson Mining Resources Inc.

Our previous interview: https://www.cruxinvestor.com/posts/radisson-mining-tsxvrds-reviving-high-grade-gold-in-quebec-with-smart-low-capex-strategy-5941

Recording date: 6th October 2025

Radisson Mining Resources presents investors with a compelling value proposition in high-grade gold development: exceptional discovery economics, capital-efficient processing strategy, proven management execution, and substantial leverage to rising gold prices. The company is advancing the O'Brien Gold Project in Quebec's world-class Abitibi mining district, where historical production between the 1920s and 1950s established the deposit's credentials through museum-quality visible gold specimens and half-ounce head grades.

The investment...

Interview with Kiril Mugerman, CEO, Geomega Resources

Our previous interview: https://www.cruxinvestor.com/posts/geomega-resources-gma-i-got-a-better-way-i-discovered-a-star-311

Recording date: 8th October 2025

Geomega Resources has secured a $4.5 million demonstration license agreement with Rio Tinto to deploy proprietary bauxite residue processing technology at a Quebec facility, marking a strategic pivot from mineral exploration to a technology royalty business model. The agreement includes $1.4 million in immediate payment, $100,000 in early 2026, and up to $3 million through construction and production milestones as Rio Tinto validates the technology before potential commercial-scale deployment.

The company's three-circuit processing system addresses a...

Interview with Bart Jaworski, CEO of Group Eleven Resources

Our previous interview: https://www.cruxinvestor.com/posts/group-eleven-resources-tsxvzng-pitch-perfect-october-2025-8200

Recording date: 6th October 2025

Group Eleven Resources has emerged as one of Ireland's most significant mineral explorers following the discovery of high-grade zinc-lead mineralization extending 2.6 km along a prospective 6 km trend. The Ballywire project delivers exceptional grades averaging 10% zinc-lead with 100 grams per ton silver, substantially exceeding the 6% global average for operating mines. This positions the company to capitalize on Ireland's reputation for producing clean, high-quality concentrates favored by major smelters worldwide.

Recent...

Interview with Brian Miller, Director & CEO of Astra Exploration

Our previous interview: https://www.cruxinvestor.com/posts/astra-exploration-astr-gold-silver-project-drilling-commences-2262

Recording date: 6th October 2025

Astra Exploration has positioned itself as one of the more compelling junior exploration stories in the current precious metals bull market, combining proven high-grade mineralization, significant expansion potential, sophisticated backing, and immediate drilling catalysts at its La Manchuria gold-silver project in Argentina.

The investment case rests on exceptional initial drill results that delivered 35 g/t gold with 8,300 g/t silver and over 200 g/t gold in separate intervals, all...

Interview with Louis-Pierre Gignac, President and CEO of G Mining Ventures Corp.

Our previous interview: https://www.cruxinvestor.com/posts/g-mining-ventures-tsxgmin-champion-iron-tsxcia-playbook-for-success-7198

Recording date: 7th October 2025

G Mining Ventures Corp. presents investors with one of the most compelling growth profiles in the mid-tier gold sector, combining immediate cash flow generation with a clear pathway to nearly triple production by 2028—all without shareholder dilution. The company is executing a disciplined strategy that leverages operational cash flows and non-dilutive debt financing to fund aggressive expansion during a period of historically elevated gold prices.

The fo...

Interview with Dr. Terry Christopher, President & CEO, Zonte Metals

Recording date: 7th October 2025

Zonte Metals has spent seven years methodically building one of the most comprehensive datasets in Newfoundland's underexplored eastern copper terrain, and the junior explorer is now poised to test nine drill-ready targets at its Cross Hills Copper Project. Led by President and CEO Dr. Terry Christopher, a geochemist with over 30 years of industry experience and a track record of discoveries in Mexico, the company has transformed a grassroots exploration concept into an advanced iron-oxide-copper-gold (IOCG) play spanning 14,000 hectares.

The company's...