Company Interviews

Interview with George Salamis, President & CEO of Integra Resources Corp.

Our previous interview: https://www.cruxinvestor.com/posts/integra-resources-tsxvitr-delamar-project-wins-fast-41-status-with-15-month-timeline-8943

Recording date: 5th February 2026

Integra Resources represents a differentiated investment opportunity among mid-tier gold producers, combining near-term cash generation from producing assets with a de-risked, high-quality development pipeline advancing toward construction decision. The company's $55 million equity financing, which attracted 12 new institutional investors in a three-times oversubscribed raise, validates the investment thesis during a period of sustained gold prices above $2,800 per ounce.

The financing was directly prompted by Fast-41 permitting designation...

Recording date: 3rd February 2026

Olive Resource Capital executives Derek Macpherson and Samuel Pelaez discussed the sharp correction in precious metals markets during their February 2nd investor update, providing context for the volatility and outlining their investment strategy moving forward.

Gold and silver experienced significant declines on January 30th, falling 9% and 26% respectively, effectively erasing approximately two weeks of gains. Despite this sharp correction, both metals remained positive for the month, with January ranking as the fifth-best performing month for gold since the December 2015 market bottom. The fund itself posted a 12% gain for January despite the month-end...

Interview with
Andrew Penkethman, MD & CEO of Ardea Resources Ltd.
Mark Selby, CEO of Canada Nickel

Recording date: 2nd February 2026

The global nickel market is undergoing a fundamental transformation that is creating investment opportunities in Western-controlled supply chains. Andrew Penkethman, CEO of Ardea Resources, and Mark Selby, CEO of Canada Nickel, recently discussed how their large-scale projects in Australia and Canada are positioned to capitalise on this shift.

After two challenging years dominated by Indonesian supply flooding global markets, the landscape is changing. Since December 2025, nickel prices have risen approximately $4,500 per...

Interview with Mark Chalmers, CEO, Energy Fuels

Our previous interview: https://www.cruxinvestor.com/posts/energy-fuels-nyseuuuu-americas-critical-minerals-champion-2025s-best-uranium-stock-returns-8965

Recording date: 29th January 2026

Energy Fuels, a leading U.S. uranium and critical minerals producer, has announced a definitive agreement to acquire Australian Strategic Materials (ASM) through a scheme of arrangement valued at under 6% of its share registry. The transaction represents a significant milestone in Energy Fuels' strategy to build vertical integration across the rare earth supply chain, adding metals and alloys production capabilities to complement its existing separation operations at the White Mesa mill in...

Recording date: 2nd February 2026

Olive Resource Capital executives Derek Macpherson and Samuel Pelaez recorded their latest market commentary during a pivotal moment in late January 2026, as precious metals experienced both historic gains and a subsequent correction. Gold surpassed $5,100 while silver exceeded $120 before both metals pulled back, yet still positioned to deliver potentially the best monthly performance on record following 2025's exceptional year.

The correction, while notable, was characterised by the executives as a healthy consolidation rather than a reversal of underlying trends. Pelaez emphasised that fundamental drivers supporting precious metals remained intact, including expanding global...

Interview with Mark Smith, Executive Chairman, President & CEO of NioCorp Developments Ltd.

Our previous interview: https://www.cruxinvestor.com/posts/niocorp-nasdaqnb-critical-minerals-project-targets-us-supply-chain-security-7125

Recording date: 26th January 2026

NioCorp Developments (NASDAQ: NB) is accelerating toward project financing for its Elk Creek critical minerals facility in Nebraska, backed by over $300 million in cash and intensifying support from US government agencies. The company raised $370 million in 2025, including a $10 million Department of Defense grant that funded reserve upgrades and engineering work critical to securing Export-Import Bank financing.

Executive Chairman Mark Smith reports unprecedented momentum with the US...

Interview with Thomas Abraham-James, President & CEO of Pulsar Helium Inc.

Our previous interview: https://www.cruxinvestor.com/posts/pulsar-helium-tsxvplsr-exceptional-145-concentrations-drive-resource-expansion-program-7877

Recording date: 29th January 2026

Pulsar Helium is developing the Topaz Project in Minnesota, positioning itself as a potential solution to America's persistent helium supply challenges. Led by President and CEO Thomas Abraham-James, the company has systematically de-risked its primary helium discovery through 2025, setting the stage for a transformative 2026 with multiple value-defining catalysts on the horizon.

The United States represents the world's largest helium market yet has experienced persistent shortages over the...

Interview with Keith Boyle, Director & CEO of New Found Gold

Our previous interview: https://www.cruxinvestor.com/posts/new-found-gold-tsxvnfg-2025s-strategic-transformation-to-2026-production-8915

Recording date: 23rd January 2026

New Found Gold Corporation has commenced the execution phase of its flagship Queensway gold project in Newfoundland by awarding the engineering, procurement and construction management contract to WSP Canada. The appointment culminates a competitive selection process involving seven firms and positions the company to achieve first production in late 2027 through an integrated development strategy coordinating engineering, environmental permitting, and project financing.

The development plan centres on...

Interview with Jeffrey Wilson, President and CEO, Precipitate Gold 

Our previous interview: https://www.cruxinvestor.com/posts/precipitate-gold-tsxvprg-barrick-partnership-grows-to-22m-as-regulatory-path-clears-6789

Recording date: 22nd January 2026

As gold approaches $5,000 per ounce, Precipitate Gold Corporation has positioned itself for an aggressive exploration campaign across two promising Dominican Republic projects. The junior explorer recently closed a C$6.5 million financing in early January 2026, bringing its treasury to C$9.5 million with no underlying work commitments on its 100%-owned properties.

The most significant development for Precipitate has been the dramatic de-risking of the Dominican Republic as a mining jurisdiction t...

Interview with Meredith Eades, President & CEO of EraNova Metals

Recording date: 23rd January 2026

EraNova Metals represents a compelling asymmetric investment opportunity in the critical minerals sector, combining an advanced-stage molybdenum development project trading at a substantial discount to peers with emerging high-grade silver exploration upside that remains unrecognised by current valuation.

Under newly appointed President and CEO Meredith Eades, EraNova has repositioned around a dual-path value creation strategy centred on its 30,000-hectare Ruby Creek property in British Columbia. The company's 433 million pound molybdenum resource benefits from $30 million in existing infrastructure, historical feasibility study...

Interview with Oliver Turner, Corporate Development of Americas Gold & Silver Corp.

Our previous interview: https://www.cruxinvestor.com/posts/americas-gold-silver-tsxusa-acquires-us65m-crescent-mine-raises-us115m-8579

Recording date: 23rd January 2026

Americas Gold & Silver has delivered a remarkable operational turnaround, achieving 2.65 million ounces of silver production in 2025 - the highest output in 20 years and the highest grade at its flagship Galena mine in two decades. This represents a 52% year-over-year production increase, demonstrating the effectiveness of new management's operational improvements since taking control in October 2024.

The company recently completed a transformative $130 million acquisition of the Crescent Silver...

Interview with Joseph Ovsenek, President & CEO of Tudor Gold

Our previous interview: https://www.cruxinvestor.com/posts/tudor-gold-tsxvtud-developer-eyes-300k-ozyear-production-8936

Recording date: 23rd January 2026

Tudor Gold Corp. has released an updated mineral resource estimate for its Goldstorm deposit at Treaty Creek in British Columbia's Golden Triangle, reporting 24.9 million ounces of gold equivalent in the indicated category with an additional 4 million ounces inferred. The 15% increase in indicated resources positions the project as a potential tier-one asset as the company accelerates development plans targeting production.

President and CEO Joseph Ovsenek emphasized the company's focus...

Interview with Janet Lee Sheriff, Director & CEO of Verdera Energy

Recording date: 22nd January 2026

Verdera Energy represents a focused opportunity to gain exposure to New Mexico uranium development through the state's largest land holding and most comprehensive data package. The company controls 400 square miles of mineral rights alongside 88 million pounds of historical uranium resources distributed across four in-situ recovery projects, following its strategic spin-out from production-oriented enCore Energy.

New Mexico's uranium credentials provide compelling jurisdictional context. The state accounts for 40% of all uranium produced in the United States and hosts the only commercial...

Interview with Marc Henderson, President & CEO of Laramide Resources Ltd.

Our previous interview: https://www.cruxinvestor.com/posts/laramide-resources-tsxlam-uranium-giant-preps-triple-continent-play-as-ai-drives-nuclear-boom-7870

Recording date: 23rd January 2026

Laramide Resources has strategically repositioned its portfolio following Kazakhstan's effective nationalization of uranium exploration through legislation requiring 75-90% state ownership in future joint ventures. After securing substantial land packages and completing initial targeting work, the company was preparing to drill when the government introduced rules that CEO Marc Henderson characterized as making commercial development "unviable." The decision represents a significant shift in Kazakhstan's approach to its strategic uranium assets, despite...

Interview with Brian Miller, Director & CEO Of Astra Exploration

Our previous interview: https://www.cruxinvestor.com/posts/astra-exploration-tsxvastr-pitch-perfect-november-2025-8536

Recording date: 20th January 2026

Astra Exploration (TSXV:ASTR) is aggressively advancing its flagship La Manchuria precious metals project in Argentina following encouraging initial drilling results that have validated management's exploration thesis. CEO Brian Miller outlined the company's progress and 2026 strategy in a recent discussion covering exploration results, geological interpretation, and capital allocation priorities.

The company's most significant achievement was securing La Manchuria in mid-2024 and completing an inaugural drill program in early 2025...

Interview with Alberto Orozco, CEO, Capitan Silver

Our previous interview: https://www.cruxinvestor.com/posts/capitan-silver-tsxvcapt-triples-exploration-target-at-historical-cruz-de-plata-silver-district-8232

Recording date: 20th January 2026

Capitan Silver is entering 2026 with significant momentum following a transformative year that repositioned its Cruz de Plata silver project in Durango, Mexico. CEO Alberto Rosco outlined an ambitious exploration program backed by a recent $29 million financing that will fund 60,000 meters of drilling across what the company now recognizes as a complete mineral system rather than a simple silver trend.

The strategic shift came through property consolidation that expanded the project from 7...

Interview with Scott Caithness, Managing Director of Hawk Resources Ltd.

Our previous interview: https://www.cruxinvestor.com/posts/hawk-resources-asxhwk-december-drilling-targets-five-prospects-in-historic-copper-district-8487

Recording date: 20th January 2026

Hawk Resources has successfully raised A$5 million to fund an aggressive exploration campaign across two high-potential critical minerals projects, with the capital raise closing within an hour of opening due to strong investor demand. The oversubscribed raise demonstrates market confidence in the company's dual-pronged strategy targeting near-term copper-gold catalysts in Utah alongside a potentially transformational scandium opportunity in Western Australia.

Managing Director Scott Caithness confirmed drilling has commenced...

Interview with Alex Dorsch, MD & CEO of Chalice Mining

Recording date: 20th January 2026

Chalice Mining is developing the Western world's leading palladium-nickel-copper project at Gonneville, discovered in 2020 near Perth, Australia. The project has advanced from discovery to prefeasibility study (PFS) stage, with Final Investment Decision (FID) and construction planned for 2028-29.

The project's exceptional economics stem from open-pit mining starting at surface level, delivering all-in sustaining costs of $370/oz compared to $900-1,800/oz for South African competitors operating deep underground mines. This positions Gonneville in the second quartile of the global cost curve...

Interview with Philippe Cloutier, President & CEO of Cartier Resources Inc.

Our previous interview: https://www.cruxinvestor.com/posts/cartier-resources-tsxvecr-agnico-backed-junior-targets-mining-camp-scale-gold-discovery-8319

Recording date: 19th January 2026

Cartier Resources represents a compelling investment opportunity in Canadian gold exploration, combining exceptional drilling economics, strategic backing from Agnico Eagle Mines, and systematic execution of a mining camp-scale discovery programme across 15 kilometres of Quebec's prolific Cadillac Fault.

The investment thesis centres on resource growth from the current 3.2 million ounce baseline at the flagship Chimo Mine toward 4-5 million ounces by year-end 2026, with longer-term potential for 12-15 million ounces...

Interview with Nolan Peterson, CEO of Atlas Salt

Our previous interview: https://www.cruxinvestor.com/posts/atlas-salt-tsxvsalt-rare-public-salt-play-targets-10-of-north-americas-de-icing-market-8676

Recording date: 16th January 2026

Atlas Salt is positioning itself to address a critical infrastructure need in North America through the development of the Great Atlantic Salt project on Newfoundland's west coast. The company targets the deicing road salt market, where demand consistently outstrips domestic supply by 30-40%, forcing North American buyers to source from Egypt and Chile with significantly longer lead times and higher costs.

CEO Nolan Peterson, who joined the company in...

Interview with Luke Norman, Executive Chairman of US Gold Corp.

Our previous interview: https://www.cruxinvestor.com/posts/us-gold-corp-nasdaqusau-feasibility-study-imminent-with-major-20262028-catalysts-8678

Recording date: 16th January 2026

US Gold Corp has distinguished itself within the junior gold sector by securing full mining permits for its CK Gold project in Wyoming whilst maintaining an exceptionally tight share structure of just 16.5 million shares outstanding. The company completed a $31.2 million financing in December 2025 with participation from major institutional investors including VanEck, Goehring & Rozencwajg, and Libra Capital, marking a validation milestone that complements its established retail shareholder base.

...

Interview with Richard Young, CEO, i-80 Gold

Our previous interview: https://www.cruxinvestor.com/posts/i-80-gold-tsxiau-production-path-to-200000-ounces-8586

Recording date: 16th January 2026

Nevada-based i-80 Gold is executing an ambitious three-phase development plan to transform from a small producer into a mid-tier gold company, targeting production growth from under 50,000 ounces annually to over 600,000 ounces within six years. All five projects are brownfield developments at historic Nevada mines, offering reduced execution risk through existing permits and infrastructure.

The company delivered five preliminary economic assessments in Q1 2025 and has raised approximately $300 million toward a...

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

Our previous interview: https://www.cruxinvestor.com/posts/isoenergy-tsxiso-multi-jurisdictional-uranium-portfolio-8580

Recording date: 15th January 2026

IsoEnergy Ltd. (TSX:ISO) differentiates within the uranium sector through near-term production advancement at the Tony M project in Utah while maintaining exposure to ultra-high-grade exploration upside at the Hurricane deposit in Saskatchewan's Athabasca Basin. The company has commenced bulk sampling operations at Tony M, extracting approximately 2,000 tons of material for processing at the White Mesa Mill. This program validates three critical decision criteria for full-scale production restart: current operating costs...

Interview with Mark Selby, CEO of Canada Nickel

Our previous interview:  https://www.cruxinvestor.com/posts/canada-nickel-tsxvcnc-major-projects-office-fast-tracks-crawford-build-8552

Recording date: 14th January 2026

Canada Nickel has achieved critical milestones positioning its Crawford nickel sulfide project for a construction decision by year-end 2026, securing both federal Major Projects Office designation in November 2025 and Ontario's "one project, one process" fast-track permitting status on January 13, 2026. These designations reflect coordinated government commitment to establishing domestic critical mineral supply chains independent of Chinese influence.

The company has transformed the Timmins region into the world's largest nickel sulfide district, expanding f...

Interview with Mark Chalmers, President & CEO of Energy Fuels Inc.

Our previous interview: https://www.cruxinvestor.com/posts/energy-fuels-nyseuuuu-completes-oversubscribed-700-million-funding-for-ree-uranium-duo-track-8223

Recording date: 14th January 2026

Energy Fuels CEO Mark Chalmers discusses the company's breakout 2025 performance as the best-performing uranium stock, with returns more than double its nearest competitor. This in-depth interview covers Energy Fuels' unique positioning as America's only integrated critical minerals platform, combining uranium production targeting 2+ million pounds annually with rare earth processing capabilities at the White Mesa Mill.
Key discussion points include:

- Uranium production ramp to 2M+ pounds...

Interview with Ryan King, EVP Capital Markets of Equinox Gold

Our previous interview: https://www.cruxinvestor.com/posts/equinox-gold-tsxeqx-canadian-gold-giant-forms-in-merger-of-equals-with-calibre-mining-6826

Recording date: 14th January 2026

Equinox Gold concluded 2025 with record-breaking production of 920,000 ounces, including a quarterly high of 247,000 ounces in Q4, driven primarily by its ramping Canadian operations. The Greenstone mine in Northern Ontario demonstrated particularly strong momentum, increasing output by 29% quarter-over-quarter as the company transitions from construction to operational excellence.

In a strategic pivot prioritizing quality over quantity, Equinox announced the sale of its four Brazilian mines for over $1 billion. These assets...

Interview with Mike Garbutt, President & CEO of Clean Air Metals

Recording date: 13th January 2026

Clean Air Metals (TSXV:AIR) is advancing one of North America's rare primary platinum assets at a pivotal moment for the metal. The company's Thunder Bay North project in Ontario holds 14.9 million tons of indicated resource with a polymetallic composition including platinum, palladium, copper, nickel, gold, and silver. With an 11-year mine life processing 2,500 tons daily, the project's economics have transformed as metal prices surged.

CEO Mike Garbett, who brings 14 years of operational experience from Falconbridge and project development...

Interview with George Salamis, President & CEO of Integra Resources Corp.

Our previous interview: https://www.cruxinvestor.com/posts/integra-resources-tsxvitr-us-gold-producer-with-400-cash-flow-growth-8884

Recording date: 14th January 2026

Integra Resources has achieved a significant milestone for its DeLamar gold-silver project in Idaho through acceptance into the federal FAST-41 permitting program. This designation establishes a defined 15-month review timeline with the Bureau of Land Management targeting a record of decision in Q2/Q3 2027, providing unprecedented certainty for a US mining development.

According to George Salamis, President and CEO of Integra Resources, "for the first time in...

Interview with Jason Jessup, CEO of Magna Mining Inc.

Our previous interview: https://www.cruxinvestor.com/posts/magna-mining-tsxvnicu-permits-cash-and-polymetallic-grades-set-stage-for-rapid-growth-7927

Recording date: 12th January 2026

Magna Mining executed a remarkable transformation in 2025, evolving from a junior exploration company into a diversified base and precious metals producer focused exclusively on Ontario's Sudbury mining camp. The company's growth trajectory accelerated dramatically following its February 2025 acquisition of the McCreedy West copper mine from KGHM International, expanding its workforce from 25 to over 200 employees while establishing cash flow positive operations.

McCreedy West reached a critical operational inflection point in...

Interview with Shane Williams, President & CEO, West Red Lake Gold Mines

Our previous interview: https://www.cruxinvestor.com/posts/west-red-lake-gold-tsxvwrlg-cash-positive-miner-targets-100k-oz-by-2028-without-dilution-8551

Recording date: 13th January 2026

West Red Lake Gold Mines declared commercial production at its Madsen Gold Mine effective January 1, 2026, achieving this milestone just seven months after completing its bulk sample program. The mill averaged 689 tonnes per day in December 2025, representing 86% of permitted capacity with strong 94.6% recovery rates, producing 3,215 ounces of gold. This performance met the company's internal requirements of 30 consecutive days at 65% or greater throughput combined with operational stability.

...

Interview with Peter Akerley, President & CEO of Erdene Resource Development Corp.

Our previous interview: https://www.cruxinvestor.com/posts/erdene-resource-development-tsxerd-fulfills-first-gold-pour-in-mongolias-bayan-khundii-8096

Recording date: 12th January 2026

Erdene Resource Development achieved first gold production at its Bayan Khundii mine in southwestern Mongolia during Q3 2025, marking a significant milestone for the junior miner. The company completed the $115 million construction in 22 months, meeting both timeline and budget targets despite operating in what was previously considered a challenging infrastructure environment.

The plant has reached nameplate capacity of 1,950 tons per day, currently processing material at approximately 2 g/t...

Recording date: 17th December 2025

Olive Resource Capital's leadership team has delivered a nuanced precious metals outlook for 2026 that challenges conventional wisdom whilst identifying specific opportunities backed by fundamental analysis. In this latest Compass podcast, President and CEO Sam Pelaez alongside Executive Chairman Derek Macpherson presented a framework emphasizing selectivity over broad-based precious metals enthusiasm.

The firm's highest-conviction call centres on platinum, which Macpherson identified as his top commodity pick for 2026. The case rests on three pillars: persistent market deficits, tight physical supply, and anticipated policy shifts. "The market's in deficit. It's a small market and...

Recording date: 23rd December 2025

Olive Resource Capital executives are positioning against consensus views heading into 2026, predicting commodity strength driven by unprecedented fiscal stimulus rather than the widely anticipated recession that has dominated economic forecasts for three consecutive years.
Sam Pelaez, President, CEO, and CIO, identified oil as his top commodity performer despite—or rather because of—overwhelming bearish sentiment. With Atlanta Fed GDP tracking above 3%, Federal Reserve liquidity injection, and Chinese expansionary fiscal policy, Pelaez argues the global economy will surprise to the upside. He characterised oil as "the most hated commodity" trading in oversold conditions, posi...

Interview with Tara Christie, President & CEO of Banyan Gold Corp.

Our previous interview: https://www.cruxinvestor.com/posts/banyan-gold-tsxvbyn-high-grade-explorer-attracts-institutional-interest-with-76m-oz-resource-7940

Recording date: 30th December 2025

Banyan Gold (TSXV:BYN) has emerged as a compelling opportunity in North America's gold development space, hosting 7.6 million ounces across 2.2 million indicated and 5.4 million inferred resources at its road-accessible AurMac project in Canada's Yukon Territory. The company closed 2025 with nearly $40 million in treasury following strategic financings, including backing from Peruvian mining family Alpayana, positioning it to execute an aggressive 40,000-meter drill program in 2026 at efficient costs of $350 per meter.<...

Recording date: 28th December 2025

Samuel Pelaez, President & CEO, and Derek Macpherson, Executive Chair, at Olive Resource Capital conducted a comprehensive year-end review of their investment decisions spanning July 2024 through September 2025, providing transparent insights into both successful calls and missed opportunities during a significant precious metals bull market.

The portfolio's standout performer was Omai Gold Mines, delivering a 10x return from an initial $0.125 position established in July 2024. Pelaez emphasized that success stemmed not merely from stock selection but from conviction-based holding through the development phase. "We had conviction for it as well, right? We held," Macpherson...

Interview with George Salamis, President & CEO of Integra Resources Corp.

Our previous interview: https://www.cruxinvestor.com/posts/integra-resources-tsxvitr-growing-gold-producer-with-63m-treasury-8093

Recording date: 5th January 2026

Integra Resources has successfully completed its transformation from developer to established gold producer, delivering a 400% increase in adjusted cash flow year-over-year during 2025 while consistently meeting production guidance across four consecutive quarters at its Florida Canyon operation in Nevada's Great Basin.

CEO George Salamis outlined how 2025 focused on stabilizing the asset after years of underinvestment by previous owners, addressing deferred maintenance through fleet equipment replacement, water infrastructure development...

Interview with Tim Crossley, MD of Adyton Resources Corp.

Our previous interview: https://www.cruxinvestor.com/posts/adyton-resources-ady-gold-copper-with-near-term-production-2290

Recording date: 7th January 2026

Adyton Resources (TSXV:ADY) is executing a differentiated strategy in Papua New Guinea's gold sector that combines near-term production with significant exploration upside. Managing Director Tim Crossley, who brings extensive operational experience from BHP and over a decade of PNG-specific expertise, has structured the company to advance on two parallel tracks without compromising either objective.'

The cornerstone of this approach is an innovative joint venture structure on Fergusson...

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

Our previous interview: https://www.cruxinvestor.com/posts/gold-terra-resources-tsxvygt-resource-update-pea-in-612-months-ahead-of-newmont-option-8117

Recording date: 7th January 2026

Gold Terra Resources is advancing a compelling high-grade gold opportunity in Canada's historic Yellowknife district, where the Campbell Shear system produced 14 million ounces at 14-22 grams per tonne before shutting down in 2003 at $340 gold. With gold now exceeding $4,400 per ounce, CEO Gerald Panneton is executing a strategic pivot that transforms previously sub-economic mineralization into a robust production opportunity.

The company is positioning to acquire the Con...

Interview with Dylan Langille, VP Exploration of White Gold Corp.

Our previous interview: https://www.cruxinvestor.com/posts/white-gold-corp-tsxvwgo-23m-financing-funds-major-drill-program-at-yukon-gold-project-8485

Recording date: 8th January 2026

White Gold Corp is embarking on an aggressive expansion program under new exploration leadership, targeting significant growth of its 3-million-ounce gold resource across a vast 300,000-hectare land package in west-central Yukon. The junior explorer has recruited Dylan Langille, who brings proven discovery credentials from seven years at Kinross's Great Bear project, where he helped grow the resource from 5 million to 7 million ounces following the company's $1.8 billion acquisition.

...