Company Interviews

40 Episodes
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By: Crux Investor

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.

Cabral Gold (TSXV:CBR) - Brazil's Next Gold Producer
Last Thursday at 4:15 PM

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...


Val-d’Or Mining (TSXV:VZZ) – Eldorado-Backed Prospect Generator Drives $36.5M Exploration Push
Last Wednesday at 12:47 PM

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...


Strategic Energy Resources (ASX:SER)- Machine Learning + Majors Fuel Copper-Gold Hunt in Queensland
Last Monday at 3:25 PM

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...


Capitan Silver (TSXV:CAPT) - Triples Exploration Target at Historical Cruz de Plata Silver District
10/10/2025

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...


Northisle Copper & Gold (TSXV:NCX) - District-Scale Vision with Wheaton & Institutional Backing
10/10/2025

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...


Purepoint Uranium (TSXV:PTU) - $6M Premium Raise + IsoEnergy Backing Boosts Dorado Expansion
10/10/2025

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...


CoTec Holdings (TSXV:CTH) - Turning Mine Waste into High-Value Assets with Six Key Technologies
10/10/2025

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...


Radisson Mining Resources (TSXV:RDS) O'Brien Gold Project Drives Toward 3-4 Moz Resource Target
10/09/2025

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...


Geomega Resources (TSXV:GMA) - $4.5M Rio Tinto Deal Transforms Critical Metals Waste
10/09/2025

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...


Group Eleven Resources (TSXV:ZNG) - 25,000m Drill Program Targets Multi-Metal Growth
10/09/2025

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...


Astra Exploration (TSXV:ASTR) - Tight Share Structure, Big Upside in Gold-Silver Cycle
10/09/2025

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...


G Mining Ventures (TSX:GMIN) Fully-Financed Path Towards 500koz/pa Gold Production by 2028
10/09/2025

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...


Zonte Metals (TSXV:ZON) - Seven Years of Data Converge on Nine Drill-Ready IOCG Copper Targets
10/09/2025

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...


Energy Fuels (NYSE:UUUU) Completes Oversubscribed $700 Million Funding for REE-Uranium Duo Track
10/09/2025

Interview with Mark Chalmers, President & CEO of Energy Fuels

Our previous interview: https://www.cruxinvestor.com/posts/energy-fuels-nyseuuuu-us-critical-minerals-production-hub-7503

Recording date: 8th October 2025

Energy Fuels represents a uniquely positioned opportunity in the critical minerals sector, combining operational uranium production generating positive cash flow with strategic development of rare earth and heavy mineral sands assets addressing acute Western supply chain vulnerabilities. The company recently validated this strategy through a $700 million convertible bond offering completed in one week with Goldman Sachs as sole bookrunner, oversubscribed six to seven times at a remarkably low 0.75% interest rate.

<...


Fresh Money Flooding Commodity Markets Points to Sustainable Rally, Not Bubble
10/09/2025

with Derek Macpherson, Executive Chairman & Sam Pelaez, President & CEO of Olive Resource Capital

Recording date: 7th September 2025

Olive Resource Capital delivered exceptional returns in September 2025, posting gains of 38-39% for the month and bringing year-to-date performance to 121%. The results significantly outpaced major commodity benchmarks, with both the GDX gold ETF and COPEX copper ETF gaining 20% during the same period.

Executive Chairman Derek Macpherson and President Sam Pelaez attribute the outperformance to strategic positioning ahead of what they characterize as an emerging commodity bull market. Despite allocating only half of assets to precious metals...


Larvotto Resources (ASX:LRV) - Australia's Largest Antimony Mine Enters Construction Phase
10/08/2025

Interview with Ron Heeks, MD of Larvotto Resources

Our previous interview: https://www.cruxinvestor.com/posts/larvotto-resources-asxlrv-advancing-high-grade-gold-antimony-project-in-nsw-australia-5758

Recording date: 8th October 2025

Larvotto Resources is advancing Australia's largest antimony-gold operation at Hillgrove, New South Wales, with production targeted for mid-2026 following an accelerated 8-month construction program. Managing Director Ron Heeks has structured a $150 million development leveraging inherited infrastructure acquired from administration, compressing what would typically require $300 million and multiple years into a capital-efficient restart. The project secured $100 million USD in bond financing and $60 million AUD equity, reflecting strong investor confidence in the operation's cash...


Element 29 (TSXV:ECU) - Elida Copper Project Targets 500M+ Tons Resource Expansion in Peru
10/07/2025

Interview with Richard Osmond, CEO of Element 29 Resources

Our previous interview: https://www.cruxinvestor.com/posts/element-29-resources-tsxvecu-developing-the-next-major-copper-mine-in-peru-6293

Recording date: 5th October 2025

Element 29 Resources is advancing its Elida porphyry copper-molybdenum-silver project in Peru with about 14,000 meters of drilling completed and a maiden resource estimate published in 2022. The company aims to grow the initial 300 million tons resource to over 500 million tons through ongoing exploration. Recent magnetotelluric (MT) geophysical surveys have identified a hydrothermal alteration footprint exceeding six kilometers in strike length, which includes low resistivity anomalies at depth. These anomalies suggest the presence of...


Pacific Ridge Exploration (TSXV:PEX)- Undervalued BC Copper Explorer Reports First Resource Estimate
10/06/2025

Interview with Blaine Monaghan, President & CEO of Pacific Ridge Exploration Ltd.

Our previous interview: https://www.cruxinvestor.com/posts/pacific-ridge-exploration-tsxvpex-fiore-group-backing-fuels-250m-ton-copper-resource-push-7283

Recording date: 3rd October 2025

Pacific Ridge Exploration Limited (TSXV: PEX) is positioning itself to become British Columbia's leading copper exploration company at what management believes represents a significant valuation discount to peers. Trading at a $14 million market capitalization, the company recently reported its maiden resource estimate for the Kliyul project showing 334 million tons at 0.33% copper equivalent, containing 2.42 billion pounds copper equivalent. This includes 1.2 billion pounds of copper, 2.74 million ounces of gold, and 10...


From Majors to Juniors: Gold Sector Shake-Up and Breakout Exploration ResultsRecording date: 2nd October 2025 Welcome back to Compass, Olive Resource Capital’s weekly markets and portfolio insights show, hosted by Derek MacPherson (Executive Chairman) an
10/03/2025

Recording date: 2nd October 2025

Welcome back to Compass, Olive Resource Capital’s weekly markets and portfolio insights show, hosted by Derek MacPherson (Executive Chairman) and Sam Pelaez (President, CEO & CIO). Each week, we cut through the noise in mining and metals, highlighting the most important macro developments and drilling down into the companies shaping our portfolio.

In this episode, we unpack a week of pivotal news for both major gold producers and junior explorers. At the very top of the market, Newmont and Barrick—two of the world’s largest gold companies—announced leadership changes on the s...


Metals Exploration (LSE:MTL) – Nicaragua Build On Track, Dupax & Abra Targets Add Long-Term Upside
10/02/2025

Interview with CEO Darren Bowden

Our previous interview: https://www.cruxinvestor.com/posts/metals-exploration-lsemtl-self-funded-nicaragua-gold-mine-targets-140k-oz-start-in-q4-2026-7323

Recording date: 30th September 2025

Metals Exploration presents a rare combination of near-term production growth and genuine exploration upside that makes it stand out in today's gold sector. With the Nicaragua project tracking ahead of schedule toward November 2026 first gold and the Philippines operation generating $110-120 million in annual cash flow, the company is executing a self-funded growth strategy that eliminates dilution risk while maintaining aggressive exploration programs.

The Nicaragua build represents a transformational step-change...


Rainbow Rare Earths (LSE:RBW)- US Govt-Backed Miner Targets 2027 Production From Waste Processing
09/29/2025

Interview with George Bennett, CEO of Rainbow Rare Earths

Recording date: 26th September 2025

Rainbow Rare Earths (LSE:RBW) is pioneering a revolutionary approach to rare earth element extraction that addresses both economic efficiency and Western supply chain independence. Led by CEO George Bennett, a seasoned executive with 16 years of investment banking experience and a proven track record of scaling mining operations, the company extracts valuable rare earth materials from phosphogypsum waste rather than traditional hard rock mining.

The company's proprietary technology eliminates conventional mining costs including drilling, blasting, and crushing operations, resulting in...


Geiger Energy (TSXV:BEEP) - Strategic Merger Positions Dual-Basin Uranium Explorer Across Canada
09/29/2025

Interview with Rebecca Hunter, CEO of Geiger Energy

Recording date: 26th September 2025

Geiger Energy represents a significant consolidation in Canada's uranium exploration sector, formed through the merger of Baslode Energy and Forum Energy Metals in 2025. The combined entity positions itself across two premier uranium districts: Nunavut's Thelon Basin and Saskatchewan's Athabasca Basin analog, creating a year-round exploration platform under experienced leadership.

Rebecca Hunter, the company's President and CEO, brings 11 years of Cameco Corporation experience to the role, including direct involvement with the Thelon project during the pre-Fukushima uranium cycle. Her institutional knowledge proves...


Gold Terra Resources (TSXV:YGT) - Resource Update & PEA in 6–12 Months Ahead of Newmont Option
09/29/2025

Interview with Gerald Panneton, Executive Chairman of Gold Terra Resource Corp.

Our previous interview: https://www.cruxinvestor.com/posts/gold-terra-resource-tsxvygt-leveraging-rising-gold-prices-with-high-grade-yellowknife-project-6315

Recording date: 25th September 2025

Gold Terra Resources Corporation (TSXV:YGT) is advancing its Yellowknife gold project in Canada's Northwest Territories, capitalizing on dramatically improved economics driven by gold's rise to $3,750 per ounce. Executive Chairman Gerald Panneton sees significant opportunity to revitalize the historically productive mining district, which was shuttered in 2003 when gold traded at just $340 per ounce.

The company has outlined 1.8 million ounces of combined indicated and inferred resources, with a...


Kingfisher Metals (TSXV:KFR) - Golden Triangle's Largest Junior Explorer Eyes Major Discovery
09/27/2025

Interview with Dustin Perry, CEO of Kingfisher Metals 

Our previous interview: https://www.cruxinvestor.com/posts/gold-navigating-the-investment-opportunities-and-understanding-the-risks-5527

Recording date: 24th September 2025

Kingfisher Metals has positioned itself as a dominant force in British Columbia's Golden Triangle, assembling the largest contiguous land package among junior explorers at 850 square kilometers. Under CEO Dustin Perry's leadership, the company operates in Canada's most prolific copper-gold region, home to the highest-grade gold mine at Brucejack and the world's largest undeveloped gold deposit at KSM.

Recent exploration success validates the company's systematic approach. The 2025 program delivered 234 meters grading 1% c...


Lafleur Minerals (CSE:LFLR) - Swanson Expansion Targets 500k–1M oz Resource in Quebec Gold Camp
09/27/2025

Interview with Jean Lafleur, Technical Adviser, Lafleur Minerals

Our previous interview: https://www.cruxinvestor.com/posts/lafleur-minerals-cse-lflr-positioning-for-near-term-gold-production-7636

Recording date: 24th September 2025

Lafleur Minerals is emerging as a unique player in Quebec’s gold sector by combining operational infrastructure with a growing mineral base in the prolific Val-d’Or camp. At the heart of its strategy is the fully permitted Beacon Mill, a 500-750 ton per day processing facility located near Val-d’Or. 

Unlike competitors who must wait years for permitting and construction, Lafleur can restart operations for just $5-6 million, with expecte...


ATEX Resources (TSXV:ATX) - Chile Copper Giant Hits 2B Ton Target, Secures Strategic Land Rights
09/26/2025

Interview with Ben Pullinger, President & CEO of ATEX Resources Inc.

Our previous interview: https://www.cruxinvestor.com/posts/atex-resources-tsxvatx-resource-update-coming-after-exceptional-phase-five-drill-results-6808

Recording date: 25th September 2025

ATEX Resources (TSXV: ATX) has positioned itself as a leading copper development story following the successful completion of its resource update and a strategic $21 million land acquisition. The company's Valeriano project in Chile has achieved management's guidance target of 2 billion tons at 0.78% copper equivalent grade, with 24% of the resource now classified in the higher-confidence indicated category.

The resource achievement represents significant progress from the company's initial geological understanding...


Dryden Gold (TSXV:DRY) - Centerra-Backed Explorer Targets District-Scale Gold in Ontario
09/26/2025

Interview with Maura Kolb,  President of Dryden Gold 

Our previous interview: https://www.cruxinvestor.com/posts/dryden-gold-tsxvdry-58m-drill-campaign-funded-by-strategic-investment-6644

Recording date: 23rd September 2025

Dryden Gold Corporation has emerged as a compelling exploration opportunity in northwestern Ontario's proven mining district, combining institutional validation with operational excellence to develop what appears to be a significant district-scale gold system. The company's methodical approach has attracted strategic investment from Centerra Gold, which maintains a 9.9% ownership position and provides crucial third-party validation of the exploration thesis.

Under President Maura Kolb's leadership, Dryden Gold has achieved remarkable operational ef...


Erdene Resource Development (TSX:ERD) Fulfills First Gold Pour in Mongolia's Bayan Khundii
09/25/2025

Interview with Petek Akerley, President & CEO of Erdene Resources Development

Our previous interview: https://www.cruxinvestor.com/posts/erdene-resource-development-tsxerd-mongolia-gold-mine-98-complete-first-pour-september-2025-7357

Recording date: 23rd September 2025

Erdene Resource Development represents a compelling transition story within the gold mining sector, having successfully achieved first production while maintaining substantial growth optionality across a district-scale asset base in Mongolia. The company's September 2025 first gold pour from Bayan Khundii marks the culmination of systematic development efforts and positions the operation for sustained cash flow generation through favorable metallurgical characteristics and operational efficiency.

The technical foundation supporting...


Cabral Gold (TSXV:CBR) - $2,500/oz Margins Position Brazil Project for Exceptional Near-Term Returns
09/25/2025

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

Our previous interview: https://www.cruxinvestor.com/posts/cabral-gold-tsxvcbr-meet-the-team-john-sestan-7696

Recording date: 23rd September 2025

Cabral Gold Corporation is positioning itself to capitalize on record gold prices with its CuiĂş CuiĂş gold project in northern Brazil, featuring 1.2 million ounces of inferred and indicated resources across an entire mining district. The company has completed a pre-feasibility study for a starter operation requiring less than $40 million in capital expenditure with an impressive 12-month construction timeline.

The project's economics have become exceptionally attractive in the current go...


District Metals (TSXV:DMX) - Polymetallic Uranium Giant Positioned for Sweden Mining Revival
09/24/2025

Interview with Garrett Ainsworth, President & CEO, District Metals Corp

Our previous interview: https://www.cruxinvestor.com/posts/district-metals-tsxvdmx-betting-on-swedens-uranium-future-5726

Recording date: 23rd September 2025

District Metals Corp has strategically positioned itself at the forefront of Sweden's anticipated uranium mining revival, controlling 100% of the Viken deposit—described as the world's largest undeveloped uranium resource. The company's timing appears exceptional, as Sweden's center-right government plans to lift the country's uranium mining moratorium in Q4 2025, with new legislation expected to take effect January 1, 2026.

The company executed a capital-efficient acquisition strategy between 2020 and 2025, securing complete ownership of th...


Gold Mining Sector Transformation Draws Professional Investor Interest
09/24/2025

Recording date: 23rd September 2025

The Denver Gold Forum Americas marked a pivotal moment for the gold mining sector, with buy-side attendance surging over 30% as institutional investors demonstrate renewed interest in precious metals equities. This dramatic shift from the sparse attendance witnessed two years prior signals broader market recognition of the sector's improved fundamentals and investment potential.

Major gold miners have fundamentally transformed their financial profiles, moving from debt-heavy structures to robust cash positions. AngloGold Ashanti exemplifies this transformation, transitioning from net debt to net cash even after completing major acquisitions like Centamin. This financial strength...


Capital Metals (LSE:CMET) - 17.2% Grade Mineral Sands Project Targets FID by year-end 2025
09/24/2025

Interview with Greg Martyr, Executive Chairman, Capital Metals

Our previous interview: https://www.cruxinvestor.com/posts/capital-metals-lsecmet-strategic-alliance-advances-worlds-highest-grade-mineral-sands-play-7308

Recording date: 22nd September 2025

Capital Metals stands poised to make a final investment decision by end-2025 on its Taprobane Minerals project in Sri Lanka, representing what executive chairman Greg Martyr calls "one of the highest grade undeveloped mineral sands projects in the world." The company's exceptional 17.2% grade deposit dramatically exceeds the global average of less than 5%, creating substantial competitive advantages in an otherwise challenging market environment.

The project's economics are compelling, requiring only $25 million...


ATHA Energy (TSXV:SASK) - Bigger & Better Than Athabasca Basin Uranium?
09/23/2025

Interview with Troy Boisjoli, CEO of Atha Energy Corp.

Our previous interview: https://www.cruxinvestor.com/posts/atha-energy-tsxvsask-ex-cameco-team-makes-2nd-high-grade-discovery-7477

Recording date: 22nd September 2025

ATHA Energy represents a compelling investment opportunity in the uranium sector, driven by exceptional exploration success and unique district-scale positioning. The company's recent discovery at RIB North delivered 26.3 meters of composite uranium mineralization with high-grade intervals reaching 55,730 counts per second, marking the best exploration hole to date at the Angilak Project. This discovery extends mineralization across a 12-kilometer corridor in the Angikuni Basin, where ATHA maintains sole control of an...


Endeavour Mining (TSX:EDV) - Top 10 Gold Producer Balances $379/oz Returns with Growth Capex
09/18/2025

Interview with Ian Cockerill, CEO of Endeavour Mining 

Our previous interview: https://www.cruxinvestor.com/posts/endeavour-mining-tsxedv-free-cash-flow-surges-to-411m-in-q1-7087

Recording date: 17th September 2025

Endeavour Mining, one of the world's top 10 gold producers, is demonstrating exceptional operational execution amid gold's surge beyond $3,600 per ounce. The West African-focused miner delivered 58% of annual production guidance in the first half of 2025 while maintaining industry-leading costs across its five-mine portfolio.

The company's disciplined capital allocation strategy has positioned it as a leader in shareholder returns. Endeavour will distribute $379 per ounce produced through dividends and buybacks, including $150 m...


Dolly Varden Silver (NYSE:DVS)- $550M Mkt Cap Miner Accelerates Consolidation in Fragmented Sector
09/18/2025

Interview with Shawn Khunkhun, CEO of Dolly Varden Silver Corporation

Our previous interview: https://www.cruxinvestor.com/posts/dolly-varden-silver-tsxvdv-targets-top-10-global-producer-status-7537

Recording date: 12th September 2025

Dolly Varden Silver Corporation has emerged as a compelling consolidation story in the precious metals sector, delivering exceptional returns while positioning for significant growth in an improving silver market. Under CEO Shawn Khunkhun's leadership since February 2020, the company has systematically transformed from a $20 million market cap explorer into a $550 million silver platform, generating 650% share price appreciation for shareholders.

The company's strategic approach centers on consolidating high-grade silver...


Avino Silver & Gold (TSX:ASM) - Junior to Intermediate Producer Transformation Underway
09/18/2025

Interview with David Wolfin, CEO, Avino Silver & Gold Mines

Our previous interview: https://www.cruxinvestor.com/posts/avino-silver-gold-tsxasm-silver-junior-plans-8-10m-oz-annual-output-by-2030-6788

Recording date: 17th September 2025

Avino Silver & Gold Mines Limited presents a compelling transformation story in the precious metals sector, positioning itself for intermediate producer status through strategic organic growth. Under CEO David Wolfin's leadership, the company is executing a clear five-year plan to expand from one to three producing assets, all owned outright and designed to drive substantial operational leverage.

The foundation of this growth strategy rests on the flagship...


Silvercorp Metals (NYSE:SVM) - $377M Cash & El Domo Build Drive Growth in Silver-Dominant Producer
09/17/2025

Interview with Lon Shaver, President of Silvercorp Metals Inc.

Our previous interview: https://www.cruxinvestor.com/posts/20-year-silver-producer-silvercorp-tsxsvm-expands-to-ecuador-with-12-costs-vs-35-prices-7436

Recording date: 15th September 2025

Silvercorp Metals (TSX: SVM) has positioned itself as a compelling investment opportunity in the current precious metals cycle, combining operational excellence with strategic growth initiatives across multiple jurisdictions. The company's financial foundation anchors its investment thesis, with $377 million in cash plus an investment portfolio providing substantial strategic flexibility without requiring dilutive equity raises.

The company's core Chinese operations at the Ying mine continue delivering consistent performance despite...


Mineros SA (TSX:MSA) - Record Earnings Fund Aggressive Expansion Across Latin America
09/17/2025

Interview with David Londoño, President & CEO of Mineros SA

Our previous interview: https://www.cruxinvestor.com/posts/mineros-sa-tsxmsa-cash-rich-gold-miner-eyes-expansion-7128

Recording date: 15th September 2025

American gold mining, combining exceptional financial performance with an aggressive expansion strategy across Colombia, Nicaragua, and Chile. The company reports record revenues, earnings per share, and adjusted EBITDA while maintaining over $100 million in cash, providing substantial financial flexibility for growth initiatives without requiring external financing.

The company's flagship Porvenir project in Nicaragua has achieved significant engineering optimization, with preliminary feasibility studies reducing initial capital requirements from over $250 million t...


i-80 Gold (TSX:IAU) - Nevada's Next Mid-Tier Gold Producer in the Making
09/17/2025

Interview with Paul Chawrun, COO of i-80 Gold Corp.

Our previous interview: https://www.cruxinvestor.com/posts/i-80-gold-tsxiau-meet-the-team-tyler-hill-7946

Recording date: 15th September 2025

i-80 Gold (TSX:IAU) is positioning itself as Northern Nevada's next significant gold producer through a systematic three-phase development strategy targeting over 600,000 ounces annually. Under new leadership, the company has assembled an experienced management team led by COO Paul Chawrun, who brings over 35 years of mining engineering expertise and a proven track record of scaling operations, having previously helped build Teranga Gold into a mid-tier producer later acquired by Endeavour...


Vista Gold (NYSE:VGZ) – Mt Todd Redesign Cuts Capex 59% to $425M, Unlocks $2.2B NPV
09/17/2025

Interview with Frederick H. Earnest, President & CEO of Vista Gold

Our previous interview: https://www.cruxinvestor.com/posts/from-mega-mines-to-lean-machines-rio2-ltd-vista-golds-blueprint-for-fast-track-gold-production-7298

Recording date: 16th September 2025

Vista Gold Corp (TSX:VGZ) presents a compelling investment opportunity through its strategic transformation of the Mt Todd Gold Project, Australia's second largest undeveloped gold asset and the largest not owned by an existing producer. The company's recent feasibility study represents a fundamental strategic pivot that has created enhanced economics, reduced capital requirements, and multiple pathways for value realization.

The cornerstone of Vista Gold's investment thesis lies...