Company Interviews

40 Episodes
Subscribe

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.

Gold & Copper Developers Disciplined Approach to Project Advancement
Last Friday at 2:15 PM

Interview with
Hayden Locke, President & CEO of Marimaca Copper Corp.
Hugh Agro, President & CEO of Revival Gold Inc.

Recording date: 7th May 2025

Despite gold trading at record highs above $3,000 per ounce, development-stage gold companies are taking a notably disciplined approach to project advancement. Companies like Revival Gold and Marimaca Copper are adopting phased, low-capital expenditure models that prioritize financial prudence over aggressive expansion.

This strategic shift represents a departure from the previous cycle's "build it big, sell it later" mentality that often led to project failures when funding disappeared or buyers...


Endeavour Mining (TSX:EDV) - Free Cash Flow Surges to $411M in Q1
Last Friday at 1:00 PM

Interview with Ian Cockerill, CEO of Endeavour Mining PLC

Our previous interview: https://www.cruxinvestor.com/posts/endeavour-mining-tsxedv-expanding-margins-and-quality-growth-4531

Recording date: 7th May 2025

Endeavour Mining, one of West Africa's premier gold producers, is reporting exceptional performance under CEO Ian Cockerill, who took the helm in January 2024. The company generated $411 million in free cash flow in Q1 2025, marking its fifth consecutive quarter of improved results.

Cockerill has implemented a streamlined "4E" strategy—Employees, Excellence, Exploration, and Expansion—focusing on operational efficiency and disciplined cost management. Despite industry-wide inflation, Endeavour has maintained stable costs over...


West Red Lake Gold Mines (TSXV:WRLG) - Bulk Sample Results Validate Mine Restart Plan
Last Friday at 12:38 PM

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

Our previous interview: https://www.cruxinvestor.com/posts/actual-gold-mine-builders-discussing-the-reality-vs-theory-of-getting-into-economic-production-7040

Recording date: 7th May 2025

West Red Lake Gold Mines (TSXV: WRLG) is poised to restart production at its flagship Madsen gold mine in Red Lake, Ontario by mid-2025. After a comprehensive two-year turnaround effort, the company has successfully validated its mining plan through a 15,000-tonne bulk sample that closely matched predicted grades and tonnage.

Mining operations are already underway with stockpiles being accumulated to ensure a smooth production launch...


Capital Reawakens in Mining as Investors Chase Quality and Scale
Last Thursday at 4:51 PM

Compass, episode 14

Our previous interview: https://www.cruxinvestor.com/posts/gold-stocks-show-strong-growth-as-markets-pause-7048

Recording date: 6th May 2025

Olive Resource Capital has reported a strong start to 2025, achieving a net portfolio gain of approximately 23–24% through April. The performance is attributed to significant gains in key gold and copper holdings, with standout contributions from Omai Gold Mines and Troilus Gold, both of which have nearly doubled in value. Arizona Sonoran, a copper-focused investment, also added to the momentum with a 30% gain, supported by rising investor interest and developments such as Hudbay’s strategic involvement.

The firm...


Silver Demand Rises as Supply Struggles to Keep Pace
Last Thursday at 2:11 PM

Interview with Lon Shaver, President of Silvercorp Metals and Michael Konnert, President & CEO of Vizsla Silver Corp.

Recording date: 7th May 2025

The silver market is experiencing its fifth consecutive year of structural deficit, creating a compelling investment case as demand continues to outpace supply. This imbalance stems from the challenges inherent in developing new silver mines—including permitting hurdles, financing difficulties, and extended development timelines—while production costs rise at roughly 8% annually.

Unlike many commodities, silver benefits from dual demand drivers. Industrial usage, particularly in solar energy applications, continues to grow alongside global deca...


Troilus Gold (TSX:TLG) - Financing Secured for Near-Term Copper-Gold Producer
Last Wednesday at 9:32 AM

Interview with Justin Reid, President & CEO of Troilus Gold Corp.

Our previous interview: https://www.cruxinvestor.com/posts/troilus-gold-tsxtlg-700m-debt-secured-for-quebec-gold-copper-mine-6856

Recording date: 6th May 2025

Troilus Gold stands at the forefront of copper-gold development in Canada, with the company making remarkable strides toward production at its flagship project in Quebec. The company has secured a game-changing $700 million US debt package backed by export credit agencies and led by SOCGEN, KFW, and Export Development Canada. This financing structure, relatively rare for junior miners, leverages Troilus Gold's strategic position as the only near-term copper concentrate producer...


Energy Fuels (AMEX:UUUU) - Uranium Producer Delivers 151K Pounds in April
Last Monday at 11:30 AM

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

Our previous interview: https://www.cruxinvestor.com/posts/energy-fuels-nyseuuuu-what-us-automotives-want-7028

Recording date: 2nd May 2025

Energy Fuels is emerging as a standout player in the critical minerals sector, with its unique dual focus on uranium and rare earth elements production. The company recently demonstrated its operational capabilities by producing 151,400 pounds of uranium in April 2025 from its Pinyon Plane mine, achieving higher-than-expected grades of approximately 1.6%.

Led by industry veteran Mark Chalmers, who brings 49 years of global uranium production experience, Energy Fuels has strategically positioned...


James Bay Minerals (ASX:JBY) - Nevada Gold Project Aims for Production Within 12 Months
05/01/2025

Interview with Matthew Hayes, Executive Director of James Bay Minerals Ltd.

Our previous interview: https://www.cruxinvestor.com/posts/james-bay-minerals-asx-jby-two-pronged-approach-near-surface-gold-high-grade-skarn-upside-6312

Recording date: 28th April 2025

James Bay Minerals is advancing its strategic 1.4 million ounce gold resource in Nevada toward potential near-term production. The project features a high-grade component of 980,000 ounces grading 6.67 g/t gold and a surface oxide component of approximately 400,000 ounces at nearly 4 g/t.

Located adjacent to Nevada Gold Mines' Phoenix operation, described as "the largest gold mine in the world," JBY's asset shares identical geology with a proven neighbor...


Rome Resources (LSE:RMR) - DRC Drilling Restarts
05/01/2025

Interview with Paul Barrett, CEO of Rome Resources

Our previous interview: https://www.cruxinvestor.com/posts/rome-resources-lsermr-tin-resource-update-in-the-coming-months-6874

Recording date: 29th April 2025

Rome Resources (LSE) has announced the resumption of exploration drilling in the Democratic Republic of Congo (DRC) following improved security conditions in the region. CEO Paul Barrett confirmed that helicopter support has mobilized back to the country, with drilling operations expected to restart by the end of this week.

The improved situation stems from M23 rebels retreating from the company's operational area back to the Kivu region, along with ongoing...


Perseus Mining (ASX:PRU) - Gold Producer's $800M Cash & New Production Coming
04/30/2025

Interview with Jeff Quartermaine, Managing Direcotr & CEO of Perseus Mining Ltd.

Our previous interview: https://www.cruxinvestor.com/posts/perseus-mining-asxpru-gold-operations-deliver-22-profit-growth-6748

Recording date: 29th April 2025

Perseus Mining Limited (ASX/TSX: PRU) has emerged as one of Africa's most compelling gold investment opportunities, demonstrating exceptional financial strength and a clear growth trajectory. With its March 2025 quarter results revealing cash and bullion reserves of US$801 million, zero debt, and an additional US$300 million in undrawn credit facilities, Perseus stands on remarkably solid financial footing among mid-tier gold producers.

The company's operational excellence continues...


Gold Stocks Show Strong Growth as Markets Pause
04/30/2025

Compass, episode 13

Our previous interview: https://www.cruxinvestor.com/posts/why-smart-money-is-chasing-mining-royalty-companies-7032

Recording date: 28th April 2025

The investment landscape has settled into a period of relative calm following an eventful first quarter marked by new tariff policies from the Trump administration. Markets currently appear to be in a holding pattern, waiting for the next significant catalyst, according to recent discussions between Samuel Pelaez and Derek Macpherson of Olive Resource Capital.

This temporary market lull provides an opportunity for investors to reassess positioning, particularly in the gold sector, which is demonstrating remarkable strength...


Actual Gold Mine Builders Discussing the Reality vs. Theory of Getting into Economic Production
04/28/2025

Interview with 
Shane Williams, President & CEO of West Red Lake Gold Mines
Alex Black, Executive Chairman of Rio2 Ltd.

Recording date: 25th April 2025

In a recent panel discussion, Shane Williams, CEO of West Red Lake Gold Mines, and Alex Black, Executive Chair of Rio2, shared valuable perspectives on gold mine development that investors should consider when evaluating mining stocks.

The executives lead distinctly different projects: West Red Lake's Madsen mine is a high-grade underground operation in Canada, while Rio2's Fenix Gold is a large open-pit low-grade project in Chile. This c...


IsoEnergy (TSX:ISO) - North America's Richest Uranium Deposit at 34.5% Grade
04/28/2025

Interview with Philip Williams, Director & CEO of Iso Energy Ltd.

Our previous interview: https://www.cruxinvestor.com/posts/isoenergy-tsxiso-nyse-listing-on-horizon-as-company-expands-athabasca-basin-drilling-6792

Recording date: 25th April 2025

IsoEnergy, led by CEO Philip Williams, has established itself as a diversified uranium explorer and developer with a portfolio spanning Canada, the United States, and Australia. The company is advancing its flagship Hurricane project in Canada's Athabasca Basin, which boasts an exceptional resource of 48.6 million pounds at 34.5% grade, making it one of the highest-grade uranium deposits globally.

The Hurricane deposit's value extends beyond its impressive grade. Strategically located...


Impact Minerals (ASX:IPT) - Strategic JV Advances HPA Production
04/25/2025

Interview with Dr. Mike Jones, MD of Impact Minerals Ltd.

Our previous interview: https://www.cruxinvestor.com/posts/impact-minerals-asxipt-developing-critical-high-purity-alumina-project-in-australia-6331

Recording date: 23rd April 2025

Impact Minerals has announced a transformative 50/50 joint venture to acquire Hipura Proprietary Limited, positioning the company to fast-track its entry into the high-purity alumina (HPA) market. The acquisition includes a nearly-completed pilot plant capable of producing at least 25 tons per annum of HPA, requiring just final electrical connections and approximately $500,000 in capital to commission over the next 3-6 months.

The $2.2 million acquisition price is split equally between Impact...


Why Smart Money Is Chasing Mining Royalty Companies
04/25/2025

Compass, episode 12

Our previous episode: https://www.cruxinvestor.com/posts/gold-shines-while-traditional-safe-havens-falter-7015

Recording date: 23rd April 2025

Mining royalty companies are emerging as an attractive investment option for those seeking commodity exposure with reduced operational risk. Recent market developments, particularly the acquisition of Orogen Royalties' tier one royalty on the Silicon deposit by Triple Flag, have highlighted the value proposition of these unique business models.

Unlike traditional mining operations, royalty companies operate on a fundamentally different model. They hold the right to a percentage of revenue, typically 1-2% of the net smelter return...


Ur-Energy (AMEX:URG) - 5.84M Pounds of Uranium Contracts Secured in Tight Market
04/25/2025

Interview with John Cash, CEO of Ur-Energy Inc.

Our previous interview: https://www.cruxinvestor.com/posts/ur-energy-nyseurg-uranium-producer-targeting-22mlb-output-in-us-6676

Recording date: 23rd April 2025

Ur-Energy, one of North America's few active uranium producers, is making significant operational progress at its Lost Creek facility in Wyoming while preparing to launch its second mine, Shirley Basin, by early 2026. After facing production challenges throughout 2024, the company reported substantial improvements in Q1 2025, now consistently producing at around 400,000 pounds annualized.

CEO John Cash indicates the company has secured seven contracts worth approximately 5.84 million pounds over the next few...


Energy Fuels (NYSE:UUUU) - The Critical Minerals Opportunity
04/25/2025

Interview with VP of Critical Minerals, Debra Bennethum

Our previous interview: https://www.cruxinvestor.com/posts/energy-fuels-nyse-uuuu-reshoring-critical-mineral-production-back-to-the-us-6878

Recording date: 23rd April 2025

Energy Fuels stands at a pivotal moment in its corporate evolution, transforming from a 45-year veteran uranium producer into potentially America's premier rare earth elements processor. This strategic pivot capitalizes on the company's existing infrastructure, technical expertise, and unique competitive advantages in an increasingly critical sector. The rare earth oxide produced by Energy Fuels—particularly neodymium-praseodymium (NDPR)—is essential for manufacturing permanent magnets used in electric vehicle motors, wind turbines, and defense appl...


Integra Resources (TSXV:ITR) - Strong Q1 Gold Production & $61M Cash Position
04/24/2025

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

Our previous interview: https://www.cruxinvestor.com/posts/integra-resources-tsxvitr-us-gold-producer-on-path-to-300000-oz-pa-6833

Recording date: 23rd April 2025

Integra Resources (TSX: ITR; NYSE: ITRG) has successfully transformed from a development-stage company into a producing gold miner with the acquisition of the Florida Canyon mine, creating a compelling investment opportunity in the gold sector. The company's recent Q1 2025 results showcased robust production of 19,323 ounces of gold and established a solid financial foundation with $61.1 million in cash, demonstrating the operational and financial strength that underpins its growth strategy.

<...


Ridgeline Minerals (TSXV:RDG) - Major-Backed Explorer Kicks Off $11M Drilling
04/23/2025

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

Our previous interview: https://www.cruxinvestor.com/posts/ridgeline-minerals-tsxvrdg-hits-high-grade-gold-validating-nevada-prospect-generator-model-6223

Recording date: 21st April 2025

Ridgeline Minerals, a Nevada-focused exploration company, is leveraging its innovative hybrid business model to execute an ambitious $11 million USD drilling campaign across five projects in 2025, representing nearly 50% of its current market capitalization. The company's unique approach combines major partnerships with self-funded exploration, allowing it to maintain aggressive exploration activity while minimizing shareholder dilution.

Led by President and CEO Chad Peters, Ridgeline has secured strategic partnerships totaling $60 million with...


Gold Shines While Traditional Safe Havens Falter
04/23/2025

Compass, episode 11

Our previous episode: https://www.cruxinvestor.com/posts/gold-shines-amid-tariff-tensions-6961

Recording date: 17th April 2025

Gold and gold mining stocks have emerged as standout performers in today's challenging market environment, according to industry experts Samuel Pelaez and Derek Macpherson of Olive Resource Capital. While traditional safe havens like bonds weaken and equities struggle, gold miners have posted impressive gains of 20-80% from recent lows.

"Everything that has happened right — you've got equities that are weak... bonds that are weak... and the dollar is weak," Macpherson noted, explaining the unusual market conditions dr...


Savannah Resources (LSE:SAV) - Targeting 2027 Lithium Production
04/23/2025

Interview with Emanuel Proença, CEO of Savannah Resources PLC

Recording date: 15th April 2025

Savannah Resources is positioning itself to become a leading producer of lithium concentrates in Europe, with its flagship Barroso Lithium Project in Portugal targeting production by 2027. Despite current lithium market volatility, CEO Emanuel Proença maintains a pragmatic outlook, noting that global lithium demand grew by over 25% last year and is expected to continue its strong growth trajectory.

The Barroso project plans to produce approximately 200,000 tons of spodumene concentrate annually at 5.5% lithium content, comparable to successful Australian producers like Pi...


Maple Gold Mines (TSXV:MGM) - Drill Results Show Path to 5Moz Resource
04/22/2025

Interview with Kiran Patankar, President & CEO of Maple Gold Mines

Our previous interview: https://www.cruxinvestor.com/posts/maple-gold-mines-tsxvmgm-abitibi-project-targets-5moz-resource-post-100-consolidation-6496

Recording date: 16th April 2025

Maple Gold Mines has announced impressive drill results from its Douay gold project in Quebec, highlighted by a 300-meter step-out hole at the Nika zone that produced what CEO Kiran Patankar described as "spectacular intercepts" over thick, continuous sections. The notable intercept included approximately 100 meters grading 2 g/t gold, with higher-grade sections of 56 meters at 3 g/t and 17 meters at 5 g/t.

These results come from...


Coda Minerals (ASX:COD) - Copper-Cobalt Project Demonstrates Robust Economics in Study
04/22/2025

Interview with Chris Stevens, CEO of Coda Minerals Ltd.

Our previous interview: https://www.cruxinvestor.com/posts/coda-minerals-compelling-junior-unlocking-value-in-south-australian-copper-cobalt

Recording date: 15th April 2025

Coda Minerals is making significant progress on its Elizabeth Creek copper-cobalt-silver project in South Australia, positioning the resource for development amid growing global demand for critical minerals. Located six hours north of Adelaide and adjacent to BHP's Carrapateena Copper Project, Elizabeth Creek hosts substantial mineral resources including approximately 800,000 tons of copper, 30,000 tons of cobalt, and 28 million ounces of silver.

The project consists of three primary deposits - two open...


F3 Uranium (TSXV:FUU) - Makes Fourth High-Grade Discovery in Athabasca Basin
04/22/2025

Interview with Dev Randhawa, Chairman & CEO of F3 Uranium Corp.

Our previous interview: https://www.cruxinvestor.com/posts/f3-uranium-tsxvfuu-high-grade-jr-zone-exploration-continues-with-5m-program-in-2025-6716

Recording date: 16th April 2025

F3 Uranium has announced a significant new uranium discovery in Canada's Athabasca Basin, featuring 33 meters of mineralization with radiation counts exceeding 37,000 CPS (counts per second). This discovery represents the company's fourth major find in the region and is approximately 50% larger than their previous JR zone discovery, which spans 22 meters.

CEO Dev Randhawa explained the significance of the find: "We found 23 meters of highly radioactive material...


Vizsla Silver (TSX:VZLA) - Rare Pure Silver Play Asset Nearing Production
04/17/2025

Interview with Simon Cmrlec, Chief Operating Officer of Vizsla Silver.

Our previous interview: https://www.cruxinvestor.com/posts/vizsla-silver-tsxvzla-aiming-for-production-h2-2027-6651

Recording date: 16th April, 2025

Vizsla Silver represents one of the most compelling pure-play silver investment opportunities in the market today, with a clear path to becoming Mexico's next significant silver producer by late 2027. Under the leadership of Simon Cmrlec, former COO of respected mining engineering firm Ausenco, the company is methodically advancing what Cmrlec describes as "one of the greatest undeveloped silver projects" in his career. The Sinaloa, Mexico project stands out...


Nuavu Minerals (TSXV:NMC) - 60-Year Matagami Camp Set for Revival
04/15/2025

Interview with Peter Van Alphen, President & CEO of Nuvau Minerals Corp.

Recording date: 11th April 2025

Nuavu Minerals is set to transform the historic Matagami mining camp in Quebec, Canada through a dual strategy of near-term production and extensive exploration across its substantial 1,300 square kilometer property. Under the leadership of President and CEO Peter van Alphen, the company is nearing completion of an earning agreement with Glencore that will grant them 100% ownership of this past-producing base metal asset.

The company plans a two-phase production approach, beginning with restarting the recently closed Bracemac McLeod mine...


Kincora Copper (TSXV:KCC) - Project Generator Strategy Transforms Company's Growth Path
04/14/2025

Interview with Sam Spring, President & CEO of Kincora Copper Ltd.

Our previous interview: https://www.cruxinvestor.com/posts/kincora-copper-tsxvkcc-explorer-advances-12-project-portfolio-through-major-partnerships-6580

Recording date: 7th April 2025

Kincora Copper has strategically shifted to a project generator business model, securing six asset-level deals that could unlock over $110 million in partner funding for exploration. This approach allows the company to advance its portfolio while minimizing shareholder dilution during challenging market conditions.

The company's flagship partnership with AngloGold Ashanti consolidates a 100-kilometer strike with potential $100 million earn-in funding. Active exploration is underway, with the 12th drill hole...


Serabi Gold (LSE:SRB) - Strong Growth & Cash Generation
04/14/2025

Interview with Michael Hodgson, CEO of Serabi Gold PLC

Our previous interview: https://www.cruxinvestor.com/posts/serabi-gold-lsesrb-38000-oz-gold-production-by-year-end-with-expansion-upside-6452

Recording date: 11th April 2025

Serabi Gold has kicked off 2025 with impressive momentum, delivering 10,013 ounces of gold production in Q1 – maintaining the strong rhythm established in Q4 2024 and exceeding budget expectations by approximately 800 ounces. The company is firmly on track to meet its 2025 production guidance of 44,000 - 47,000 ounces, with quarterly production expected to increase throughout the year, reaching 12,000 - 13,000 ounces by Q4.

The financial transformation of Serabi over the past year has been re...


Elemental Altus Royalties (TSXV:ELE) - Gold Royalty Specialist Projects 100% Revenue Surge in 2025
04/11/2025

Interview with Frederick Bell, CEO, Elemental Altus Royalties Corp

Our previous interview: https://www.cruxinvestor.com/posts/elemental-altus-royalties-tsxvele-consolidating-cash-flowing-gold-royalty-portfolio-6093

Recording date: 9th of April, 2025

Elemental Altus Royalties Corp is positioning itself for a transformative 2025, projecting to nearly double its revenue amid favorable gold prices and strategic acquisitions. The company anticipates revenue to reach approximately $45 million in 2025, up from $21.6 million in 2024, representing a 100% increase.

CEO Frederick Bell recently outlined the company's evolution from a private million-dollar entity to a fast-growing gold and copper royalty company with a market capitalization over $200 million. Two major...


Gold Shines Amid Tariff Tensions
04/10/2025

Recording date: 9th April 2025

Compass, episode 10. 

Recent tariff announcements have sent shockwaves through global markets, creating what market experts describe as a "race to liquidity." While this volatility has dragged down most asset classes, gold has demonstrated remarkable resilience, maintaining values above $3,000 per ounce and reinforcing its status as a premier safe haven during uncertain times.

This market turbulence presents both challenges and opportunities for strategic investors. The immediate aftermath of the tariff news triggered widespread selling pressure as institutional funds faced redemption requests, forcing portfolio managers to liquidate positions regardless of conviction. T...


New Frontier Minerals (ASX:NFM) - Heavy Rare Earth Play Outside China's Dominant Supply Chain
04/10/2025

Interview with Kevin Das, Senior Technical Consultant of Frontier Minerals Ltd.

Recording date: 8th April 2025

New Frontier Minerals, dual-listed on the London and Australian Stock Exchanges, is strategically positioning itself in Australia's critical minerals sector with a focused approach to exploration and development. The company is advancing two key projects: the Harts Range project near Alice Springs and a copper development in Northwest Queensland.

The Harts Range project has generated significant interest following recent airborne geophysical surveys that identified 46 potential targets, exceeding management expectations. The company's exploration focus centers on high-value heavy rare...


Chesapeake Gold (TSXV:CKG) - Proprietary Oxidation Process Could Help Unlock $1.5T in Stranded Gold
04/10/2025

Interview with Justin Black, CMO, and Jean-Paul Tsotsos, Interim CEO of Chesapeake Gold Corp.

Our previous interview: https://www.cruxinvestor.com/posts/chesapeake-gold-tsxvckg-innovative-technology-new-gold-ounces-5163

Recording date: 7th April 2025

Chesapeake Gold has developed a groundbreaking oxidation technology that could revolutionize how refractory gold deposits are mined globally. The company's Metates deposit in Mexico, containing 17 million ounces of gold and 423 million ounces of silver, was previously considered too challenging to develop economically due to its refractory nature, where gold is trapped in sulfide minerals.

The proprietary technology transforms sulfide ore into oxide ore through...


Americas Gold & Silver (TSX:USA) - Eric Sprott's Silver Camp Reboot
04/10/2025

Interview with President & CEO, Paul Huet & Eric Sprott

Our previous interview: https://www.cruxinvestor.com/posts/americas-gold-silver-the-turnaround-team-6588

Recording date: 3rd April, 2025

Americas Gold & Silver is positioning itself as a compelling turnaround opportunity in the silver mining sector under new leadership. The company operates two primary assets - the Galena mine in Idaho's historic Silver Valley and the Cosala mine in Mexico - with a renewed focus on operational improvements and efficiency.

Led by CEO Paul Huet, who brings successful experience from previous turnarounds at Klondex and Karora Resources, the company is...


Cabral Gold (TSXV: CBR) - Near-Term Production Pivot Advances
04/08/2025

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

Our previous interview: https://www.cruxinvestor.com/posts/cabral-gold-tsxvcbr-pfs-reveals-low-capex-starter-gold-mine-with-47-irr-6439

Recording date: 7th April 2025

Cabral Gold (TSX-V: CBR) is rapidly advancing its district-scale CuiĂş CuiĂş gold project in northern Brazil, with recent high-grade drill results significantly enhancing the project's potential. The company's latest discovery at Machichie Northeast delivered an exceptional intercept of 12 meters at 27.7 g/t gold, following previous results including 11 meters at 33 g/t gold. These represent "two of the best holes we've ever drilled on the project," according to President and CE...


Mogotes Metals (TSXV: MOG) - Explorer Targets Copper-Gold Next to BHP's $4.5B Acquisition
04/07/2025

Interview with Allen Sabet, CEO of Mogotes Metals Inc.

Recording date: 1st April 2025

Mogotes Metals Inc. is positioning itself as a significant player in copper-gold exploration, with strategic holdings directly adjacent to Filo Mining's Filo del Sol discovery in Argentina's prolific Vicuña District. The Filo del Sol property was recently acquired by BHP-Lundin for C$4.5 billion, highlighting the district's exceptional mineral potential.

Led by CEO Allen Sabet, Mogotes has taken a methodical approach to exploration, focusing on comprehensive data collection before drilling. "To mitigate the risk of drilling into nothing, we take a...


Central Asia Metals (LSE:CAML) - Kazakhstan Copper Producer Reports Solid Financial Performance
04/03/2025

Interview with Gavin Ferrar, CEO of Central Asia Metals PLC

Our previous interview: https://www.cruxinvestor.com/posts/central-asia-metals-lsecaml-plugging-into-profits-and-growth-in-the-base-metals-sector-6334

Recording date: 1st April 2025

Central Asia Metals PLC (CAML), an AIM-listed base metals producer with operations in Kazakhstan and North Macedonia, has reported strong financial results for 2024. The company generated $214 million in revenue and nearly $102 million in EBITDA, achieving an impressive 47% EBITDA margin that CEO Gavin Ferrar described as "super respectable" for a mining company.

CAML ended the year with approximately $68 million in cash after generating just under $66 million in free cash...


Frontier Energy (ASX:FHE) - Federal Backing Transforms Outlook for WA Renewables Developer
04/03/2025

Interview with Adam Kiley, CEO of Frontier Energy Ltd.

Our previous interview: https://www.cruxinvestor.com/posts/frontier-energy-asxfhe-grid-connected-developer-eyes-major-role-in-was-82-renewable-push-6479

Recording date: 31st March 2025

Frontier Energy is advancing its Waroona Renewable Energy Project in Western Australia after being selected as one of four successful applicants for the federal government's $67 billion Capacity Investment Scheme (CIS). The scheme provides a crucial 15-year revenue floor guarantee, underwritten by the federal government, which helps secure debt financing by ensuring minimum revenue levels even during market downturns.

CEO Adam Kiley explained the significance: "What CIS does overall...


Resource Nationalism Reshapes Global Mining Investment Map
04/03/2025

Our previous interview: https://www.cruxinvestor.com/posts/record-metal-prices-creating-mining-acquisition-wave-6893

Recording date: 31st March 2025

Resource nationalism and political risk have emerged as critical considerations for mining investors, particularly as jurisdictional differences in permitting timelines create significant competitive advantages. According to industry executives Samuel Pelaez and Derek Macpherson of Olive Resource Capital, these factors are reshaping investment strategies in the gold-copper sector.

Western Australia stands out as a premier mining jurisdiction globally, with permitting processes taking just 1-2 years compared to the 5-10 years historically required in the United States. This efficiency creates substantial economic...


Pensana PLC (LSE:PRE.L) - Top-Tier Rare Earth Project Moves Forward with Secured Financing
04/03/2025

Interview with Paul Atherley, Chairman of Pensana PLC

Our previous interview: https://www.cruxinvestor.com/posts/pensana-pre-confident-funding-is-imminent-2582

Recording date: 28th March 2025

Pensana PLC, chaired by Paul Atherley, has secured financing to begin construction on one of the world's largest undeveloped rare earth projects in Angola. The project will process 20,000 tons initially, eventually scaling to 40,000 tons, placing it in the same league as industry leaders Lynas and MP Materials.

The financing package comes from three key institutions: Angola's sovereign wealth fund (FSDA), Absa Bank from South Africa, and the African Finance Corporation...


Nerds On Site (CSE:NERD) - Tech Firm Targets Profitable Growth with 60% Cybersecurity Margins
04/03/2025

Interview with Charlie Regan, Director & CEO of NerdsOnSite

Recording date: 28th March 2025

Nerds On Site (NOS) is a publicly traded Canadian technology services company with a U.S. subsidiary that provides comprehensive tech and cybersecurity services to small and medium enterprises (SMEs). Led by Charlie Regan as CEO, the company currently generates approximately CAD $11-12 million in annual revenue.

Operating with a lean structure of only 7-8 employees, NOS leverages a network of 150 independent contractors who deliver services to approximately 13,000 clients annually across over 117 industry verticals. The company's client base is divided into...