Company Interviews
An insight into junior mining and opportunities to invest. Company Interviews, a Crux Investor show, exists to cut through the jargon, bias and bluster. Matthew Gordon, and guest host Merlin Marr-Johnson hone in on the important factors that indicate a company's strong footing for growth and success.
K2 Gold (TSXV:KTO) - Fully Permitted, C$25M Funded, and Ready to Drill
Interview with Anthony Margarit, President & CEO of K2 Gold
Our previous interview: https://www.cruxinvestor.com/posts/k2-gold-tsxvkto-high-grade-gold-project-nears-drilling-breakthrough-7843
Recording date: 22nd April 2026
K2 Gold (TSXV:KTO) has reached a meaningful inflection point. The company has received a Record of Decision on its Mojave Project in Inyo County, California completing a full Environmental Impact Statement process that typically applies to mine development, not exploration drilling. That distinction matters. K2 Gold navigated this regulatory gauntlet as an exploration-stage company, and in doing so has established a permitting position that competitors will find difficult and...
Northisle Copper & Gold (TSXV:NCX) - 'Undervalued?' Investment Series, with Sam Lee
Interview with Sam Lee, CEO, Northisle Copper & GoldÂ
Our previous interview: https://www.cruxinvestor.com/posts/northisle-copper-gold-tsxvncx-district-scale-vision-with-wheaton-institutional-backing-8233
Recording date: 21st April 2026
Northisle Copper & Gold is advancing one of British Columbia's largest undeveloped copper-gold districts at a critical juncture for Western critical minerals development. The company recently raised over $150 million to fast-track its flagship project through pre-feasibility study following designation as a top priority within BC's Critical Minerals Office, marking a fundamental validation of both the project's strategic importance and technical merits.
Despite this institutional endorsement, Northisle trades at just 0.3 times analyst c...
American Uranium (ASX:AMU) - Strategic US Asset Hits 9.45M lbs with Q3 Study Catalyst
Interview with Bruce Lane, Executive Director & CEO of American Uranium
Our previous interview: https://www.cruxinvestor.com/posts/american-uranium-asxamu-strategic-rebrand-partnership-targets-growing-nuclear-demand-7878
Recording date: 20th April 2026
American Uranium is rapidly advancing its flagship Lo Herma project in Wyoming's Powder River Basin to help meet a looming U.S. energy supply shortage. The company recently announced a significant interim resource update, reaching 9.45 million pounds of uranium at an improved average grade of 720 parts per million. Having completed the first half of a 121-hole drilling program, the development team is actively targeting optimal mineralization zones and upgrading resource...
Cartier Resources (TSXV:ECR) - 'Undervalued?' Investment Series, with Philippe Cloutier
Interview with Philippe Cloutier, President & CEO of Cartier Resources Inc.
Our previous interview: https://www.cruxinvestor.com/posts/cartier-resources-inc-tsxvecr-continuous-focused-drilling-resource-update-ahead-9429
Recording date: 21st April 2026
Cartier Resources Inc. occupies a rare piece of real estate in the global gold mining landscape. The Quebec-based junior explorer holds the only remaining significant exploration position on a 50-kilometre stretch of the Cadillac Fault in Abitibi â Canada's most prolific gold-producing structure â flanked on all sides by producing mines owned by majors including Agnico Eagle, Eldorado, and IAMGold.
With a market capitalisation of approximately $120 million and $7 million in cash...
Krakatoa Resources (ASX:KTA) - 'Undervalued?' Investment Series, with Mark Major
Interview with Mark Major, CEO of Krakatoa Resources
Our previous interview: https://www.cruxinvestor.com/posts/krakatoa-resources-asxkta-high-grade-antimony-project-targets-jorc-by-early-2026-7133
Recording date: 21st April 2026
Krakatoa Resources presents a uniquely undervalued opportunity in the critical minerals sector, advancing the high-grade Zopkhito antimony and gold project in Georgia to address Western supply shortages.
The company is currently valued at roughly $170 per ton of contained antimony, sitting at a steep discount to the $750 to $1,500 peer average. The Zopkhito deposit features an exceptional antimony grade of 11.6%, containing an estimated 26,000 tons of the critical metal alongside a significant...
Pacific Ridge Exploration (TSXV:PEX) - 2026 Drilling Campaign Eyes 500 Mt Resource Expansion
Interview with Blaine Monaghan, President & CEO of Pacific Ridge Exploration Ltd.
Our previous interview: https://www.cruxinvestor.com/posts/pacific-ridge-exploration-tsxvpex-undervalued-bc-copper-explorer-reports-first-resource-estimate-8193
Recording date: 20th April 2026
Pacific Ridge Exploration is advancing two copper-gold porphyry projects in British Columbia's southern Toodoggone district during a period of elevated commodity prices. With copper trading around $6 per poundâtriple the level when drilling commenced in 2021âthe economics of the company's flagship Kliyul project have fundamentally improved.
The company has defined a maiden resource of 334 million tons grading 0.33% copper equivalent at Kliyul, representing 5.7 million ounces of gold equivalent. This...
Shrinking Supply, Surging Premiums: The New Reality of Gold Sector Consolidation
Recording date: 17th April 2026
Recent developments in the Guyana mining sector have dramatically reshaped valuations for junior gold companies. The spark came when G Mining acquired G2 Goldfields for roughly $3 billion CAD. This deal carried a massive 80% premium, valuing G2âs 3.2 million recoverable ounces at about $600 CAD per ounce. To put this in perspective, imagine a neighborhood where a house suddenly sells for nearly double the historical market rate; naturally, every other homeowner immediately reevaluates their own property's worth. This transaction established one of the highest valuation benchmarks seen in recent mining mergers and acquisitions.
Ju...
Americas Gold & Silver (TSX:USA) - Americas Gold & Silver (TSX:USA) - Productivity Gains, Drill Growth, Antimony Upside
Interview with Oliver Turner, VP, Corporate Development of Americas Gold & Silver Corp.
Our previous interview: https://www.cruxinvestor.com/posts/americas-gold-silver-tsxusa-undervalued-investment-series-with-oliver-turner-9605
Recording date: 20th April 2026
Americas Gold & Silver Corp. (TSX:USA) is one of the more straightforward turnaround-to-growth stories currently available in the silver sector. The company controls the Galena mine in Idaho's Silver Valley with 190 million ounces of silver in resource at 19% year-over-year increase in M&I mineral resources and 21% increase in M&I grades. After 14 months of operational restructuring under a new management team, the company has moved into active execution...
Trillion Energy (CSE:TCF) - Offshore Exit Unlocks 27M Barrel Turkey Oil Play
Interview with Scott Lower, President of Trillion Energy
Our previous interview: https://www.cruxinvestor.com/posts/trillion-energy-csetcf-presses-ahead-with-turnaround-strategy-to-double-monthly-cashflow-6192-47aa0
Recording date: 15th April 2026
Trillion Energy has executed a transformative strategic pivot, exiting its operationally challenging offshore operations to capitalize on a lucrative onshore light oil discovery in Southeast Turkeyâs M47 block.
For years, Trillion faced bureaucratic delays and high costs at its offshore SASB gas field, where it operated as a minority partner. By divesting this asset, the company successfully eliminated over $20 million in accumulated liabilities and cleaned up its ba...
Bayan Mining and Minerals (ASX:BMM) - Fully Funded US Rare Earth Play Preps Maiden June Drill
Interview with Nathan Kong, CEO of Bayan Mining & Minerals
Recording date: 17th April 2026
Bayan Mining and Minerals is emerging as a rare earths and critical minerals story built around two themes: geological proximity to a proven U.S. rare earth district and technology that could improve downstream processing economics. Its Desert Star project in California sits just 4.5 km from Mountain Pass, the only producing rare earth mine in the United States, and early surface sampling has returned grades as high as 6.68% total rare earth oxides, giving the company a credible exploration target in a strategically...
Super Copper (CSE:CUPR) - Recently Funded Copper Explorer Prepares Atacama Drill Run
Interview with Zac Dolesky, Founder & CEO of Super Copper
Recording date: 15th April 2026
Super Copper is a small but increasingly well-defined copper explorer in Chileâs Atacama region, and its story is shifting from groundwork to drilling. The companyâs Cordillera project now hosts a kilometre-scale anomaly that could become its first major discovery test, while the Castilla project offers a second pipeline of upside.
Founded by Zac Dolesky after years of direct investing in metals and technology, Super Copper listed on the Canadian Securities Exchange and OTCQB in October 2024. Since then, it has...
New Found Gold (TSXV:NFG) - $205M Package Funds Queensway to Production
Interview with Keith Boyle, Director & CEO of New Found Gold
Our previous interview: https://www.cruxinvestor.com/posts/new-found-gold-tsxvnfg-announces-75-million-loan-facility-agreement-for-queensway-9477
Recording date: 15th April 2026
New Found Gold Corporation is officially making the leap from an exploration company to an active gold producer. The company recently secured a robust new financing package that replaces a previous debt agreement, signaling strong institutional confidence. This unsolicited deal matches the original debt terms but adds a significant equity investment priced at the current market value with zero discount. This long-term partnership fully funds the CA$155 million capital...
US Gold Corp (NASDAQ:USAU) â $1.4B NPV at Spot, Fully Permitted, Major Upside
Interview with Luke Norman, Executive Chairman of US Gold Corp.
Our previous interview: https://www.cruxinvestor.com/posts/us-gold-corp-nasdaqusau-fully-permitted-fs-imminent-2027-28-target-9430
Recording date: 15th April 2026
US Gold Corp (NASDAQ:USAU) has unveiled a definitive feasibility study (DFS) for its CK Gold project in Wyoming, confirming robust economics and a clear path toward production. At a base gold price of $3,250 per ounce, the study outlines an after-tax Net Present Value (NPV) of $635 million and an Internal Rate of Return (IRR) of 27%, nearly triple the value from the previous prefeasibility analysis. At current spot prices...
Santacruz Silver Mining (TSXV:SCZ) - Record Results and 2026 Growth Outlook
Interview with Arturo PreÌstamo Elizondo, Executive Chairman & CEO of Santacruz Silver Mining Ltd.
Our previous interview: https://www.cruxinvestor.com/posts/santacruz-silver-tsxvscz-2026-set-for-more-gains-as-large-treasury-builds-9260
Recording date: 15th April 2026
Santacruz Silver Mining Ltd. (TSXV:SCZ) is a multi-asset, multi-metal producer operating across Mexico and Bolivia, with silver as its primary revenue metal. Having closed 2025 with revenues of $326 million and EBITDA of $104 million, the company's strongest financial results in recent years, the company is now entering what management believes will be a year of accelerating operational recovery and earnings growth.
The most significant n...
Syntholene Energy (TSXV:ESAF) - The Path to Cost-Competitive Clean Aviation Fuel
Interview with Dan Sutton, CEO of Syntholene Energy
Recording date: 14th April 2026
Syntholene Energy is pioneering a cost-competitive sustainable aviation fuel (SAF) by integrating geothermal waste heat into its production process. This strategy aims to drastically reduce the cost of synthetic fuels, targeting price parity with fossil fuels within the next five years.
Syntholene reduces the electricity required for hydrogen productionâwhich typically accounts for 70% of synthetic fuel costsâby utilizing high-temperature geothermal or nuclear waste heat. By co-locating with stranded energy assets, the company projects its first 20,000-ton commercial facility can produce fuel...
Namibia Critical Metals (TSXV:NMI) - Japan-Backed Path to DFS in Q2 2027
Interview with Darrin Campbell, President & CEO of Namibia Critical Minerals Inc.
Our previous interview: https://www.cruxinvestor.com/posts/namibia-critical-metals-tsxvnmi-japanese-govt-backed-heavy-rare-earth-play-7490
Recording date: 14th April 2026
As Western nations seek independent critical mineral supply chains, Namibia Critical Metalsâ Lofdal project has emerged as a globally significant heavy rare earth asset. Located in Namibia, a stable mining jurisdiction, the fully-permitted project is uniquely positioned to reduce global reliance on Chinese market dominance.
Lofdal is one of only two xenotime-type rare earth deposits currently under development worldwide. The shovel-ready site targets the annual production of 120 to...
Golden Cross Resources (TSXV:AUX) - Systematic Approach to High-Grade Gold Discovery
Interview with Ian E Nielson, Technical Advisor of Golden Cross Resources
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Recording date: 14th April 2026
Golden Cross Resources has successfully completed its inaugural drilling program at Aurora in Eastern Victoria, intersecting high-grade gold mineralisation up to 27 grams per ton. The results validate the company's structural geological model and confirm the presence of narrow high-grade orogenic gold deposits similar to the world-class Fosterville mine.
The exploration program represents a methodical approach to unlocking what could be a significant gold system. Technical Advisor Ian Nielson emphasized that all four drill holes intersected anticipated mineralised zones, d...
Amex Exploration (TSXV:AMX) - Quebec Gold Project Posts Standout Feasibility Results
Interview with Victor Cantore, President & CEO of Amex Exploration Inc.
Our previous interview: https://www.cruxinvestor.com/posts/amex-exploration-tsxvamx-undervalued-investment-series-with-victor-cantore-9724
Recording date: 14th April 2026
Amex Exploration has released a feasibility study for its Perron Gold Mine in Quebec's Abitibi greenstone belt, delivering some of the most compelling economics in the junior mining sector. At a base case gold price of $3,500 per ounce, the project generates a post-tax net present value of $1.1 billion, rising to $1.7 billion at current spot prices near $4,750. The internal rate of return stands at 114%, with a post-tax payback period of just 0.5...
G Mining (TSX:GMIN) - G Mining (TSX:GMIN) - Major Acquisition Builds Tier-1 Gold Hub with 500koz pa Potential
Interview with Louis-Pierre Gignac, President & CEO of G Mining Ventures Corp.
Our previous interview: https://www.cruxinvestor.com/posts/g-mining-ventures-tsxgmin-fully-financed-path-towards-500kozpa-gold-production-by-2028-8221
Recording date: 10th April 2026
G Mining Ventures (TSX:GMIN) has announced the acquisition of G2 Goldfields, its neighbour in Guyana's Karouni gold district, consolidating two deposit systems that management describes as the same mineralised ore body divided only by a property boundary. The transaction is designed to transform Oko West on track for first gold in the second half of 2026 from a standalone project into a combined operation targeting up to 500,000...
Atlas Salt (TSXV: SALT) - 'Undervalued?' Investment Series, with Nolan Peterson
Interview with Nolan Peterson, CEO of Atlas Salt
Our previous interview: https://www.cruxinvestor.com/posts/atlas-salt-tsxvsalt-construction-begins-at-great-atlantic-project-9528
Recording date: 7th April 2026
Nolan Peterson, CEO of Atlas Salt, has presented a detailed case that his company trades at a substantial discount to its intrinsic value, currently at approximately 0.1 times net asset value (NAV). The Great Atlantic Salt Project in western Newfoundland aims to become the first new salt mine built in North America in 25 years, targeting the de-icing road salt market serving cities and governments.
Peterson's valuation argument centers on three key...
Power Metallic (TSXV:PNPN) - Undervalued?' Investment Series, with Terry Lynch
Interview with Terry Lynch, CEO of Power Metallic Mines
Our previous interview: https://www.cruxinvestor.com/posts/power-metallic-tsxvpnpn-95-recovery-rates-aggressive-plans-for-saudi-assets-9104
Recording date: 9th April 2026
Power Metallic (TSXV:PNPN) is advancing what CEO Terry Lynch characterizes as the world's highest-grade copper-PGE discovery at its Nisk project in Quebec, yet the company believes significant market undervaluation persists despite exceptional technical progress.
The Lion zone discovery has delivered remarkable drilling results, with 95+ intersections averaging over 11 meters at 4.25% copper equivalent. Several holes have returned spectacular grades, including 22 meters at approximately 11% copper equivalentâgrades roughly 20-30 times hi...
Banyan Gold (TSXV:BYN) - 'Undervalued?' Investment Series, with Tara Christie
Interview with Tara Christie, President & CEO of Banyan Gold Corp.
Our previous interview: https://www.cruxinvestor.com/posts/banyan-gold-corp-tsxvbyn-pea-nears-as-franco-nevada-royalty-purchase-signals-value-9434
Recording date: 3rd April 2026
Banyan Gold (TSXV:BYN) is a Yukon-focused gold developer whose AurMac project hosts approximately 7.6 million ounces of gold resources across 2.2 million indicated and 5.4 million inferred ounces. The company trades at roughly US$43 per resource ounce, a level that President and CEO Tara Christie argues is a significant and narrowing discount relative to peers, and one that several external data points suggest does not reflect the underlying project value.
...
Formation Metals (CSE:FOMO) - 30,000m Drill Program Targets 2Moz+ Resource
Interview with Deepak Varshney, President & CEO of Formation Metals
Recording date: 8th April 2026
Formation Metals is a junior gold explorer advancing the N2 project in Quebec's Abitibi greenstone belt, a district historically responsible for over 200 million ounces of gold production. Despite sitting on an 870,000-ounce historical resource, the company currently trades at roughly $10 per ounce â a valuation gap that CEO Deepak Varshney, a geologist with deep capital markets experience, believes will close sharply once a modern resource estimate is delivered.
The existing resource was calculated in the 1990s using a $200 gold pit shell an...
Central Asia Metals (LSE:CAML) - Beats Cash Forecasts, Pays Dividends
Interview with Gavin Ferrar, CEO of Central Asia MetalsÂ
Our previous interview: https://www.cruxinvestor.com/posts/central-asia-metals-lsecaml-kazakhstan-copper-producer-reports-solid-financial-performance-6938
Recording date: 31st March 2026
Central Asia Metals PLC, an AIM-listed base metals producer with a $400 million market capitalization, delivered robust 2025 financial results while navigating a critical transition from mature assets to new growth opportunities.
The company reported $230 million in revenue and $103 million in EBITDA, generating $56 million in free cash flow. This enabled a 12 pence per share dividend representing a 7% yieldâpaid at the maximum end of its 30-50% free cash flow distribution policy. The...
Strait of Hormuz Crisis Reshapes Energy and Commodity Markets
 Recording date: 7th April 2026
The closure of the Strait of Hormuz has triggered significant disruptions across global energy markets, creating what Samuel Pelaez, President & CEO, and Derek Macpherson, Executive Chair at Olive Resource Capital, view as structural investment opportunities extending well beyond the immediate crisis.
While the Strait handles 20% of global crude oil, the more consequential impacts affect liquefied natural gas, petrochemicals, and fertilizers, where 20-50% of certain products originate from the Persian Gulf region. This supply shock is forcing countries like Japan and South Korea to fundamentally reassess their energy security strategies.
G...
Canyon Resources (ASX:CAY) - World's Highest-Grade Bauxite Project Targets September Production
Interview with Peter Secker, CEO of Canyon Resources
Our previous interview: https://www.cruxinvestor.com/posts/canyon-resources-asxcay-premium-cameroon-bauxite-mine-ships-first-ore-mid-2026-8719
Recording date: 2nd April 2026
Canyon Resources (ASX:CAY) is rapidly advancing the Minim Martap bauxite deposit in Cameroon toward first production, targeting initial shipments in late September 2026. The project features 51% alumina and 2% silica content, which Chief Executive Officer Peter Secker believes represents the highest-grade undeveloped bauxite deposit globally. With over 1.1 billion tons of resource located 800 kilometers from the coast, the asset combines exceptional quality with significant scale.
The superior grade profile translates directly...
ICG Silver & Gold (CSE:ICG) - Newly Listed District-Scale Play, Fully Funded for Drilling
Interview with Steven Sirbovan, President & CEO of ICG Silver & Gold
Recording date: 1st April 2026
ICG Silver and Gold Corp. is a newly listed exploration company that began trading on the CSE on March 31, 2026, after spinning out from American Pacific Mining. The company holds a single flagship asset, the Tuscarora District, a 10,000-acre contiguous land package in northeastern Nevada positioned at the intersection of the Independence and Carlin Trends. For investors evaluating the junior exploration space, ICG presents a clearly defined near-term catalyst, a funded treasury, and a geological thesis that differentiates it from prior operators...
ATEX Resources (TSXV:ATX) â 2 Billion Ton Copper With Near-Term Development
Interview with Chris Beer, Interim President & CEO of Atex Resources
Our previous interview: https://www.cruxinvestor.com/posts/atex-resources-tsxvatx-chile-copper-giant-hits-2b-ton-target-secures-strategic-land-rights-8108
Recording date: 2nd April 2026
Atex Resources finds itself at a strategic inflection point as interim CEO Chris Beer steers the company through a leadership transition while maintaining aggressive exploration momentum at its Valeriano copper-gold project in Chile. Following the January departure of founding CEO Ben Pullinger for personal reasons, the board is conducting a comprehensive executive search targeting candidates with exploration expertise, engineering background, and proven ability to engage with major mining companies.<...
Founders Metals (TSXV:FDR) - Suriname's Next Major Gold Camp?
Interview with Colin Padget, President & CEO of Founders Metals
Recording date: 1st April 2026
Founders Metals is a gold exploration company operating in Suriname with a straightforward but high-conviction proposition: a district-scale land package in one of the world's most geologically prospective and underexplored orogenic gold terrains, backed by strong institutional capital, company-owned drilling infrastructure, and a growing portfolio of discoveries.
The flagship Antino project now covers over 100,000 hectares of Guyana Shield greenstone belt, a fivefold expansion from just 20,000 hectares less than a year ago. That land growth reflects both the company's operational effectiveness...
West Wits Mining (ASX:WWI) - Delivers First Gold and Sets Course on Expansion Pathway
Interview with Ruyi Deysel, Managing Director & CEO of West Wits Mining
Our previous interview: https://www.cruxinvestor.com/posts/west-wits-mining-asxwwi-first-gold-production-achieved-as-south-african-project-goes-live-8410
Recording date: 2nd April 2026
West Wits Mining has crossed a pivotal threshold, delivering its first gold pour at the Qala Shallows project in South Africa's Witwatersrand Basin and beginning the operational ramp-up toward steady-state production of 70,000 ounces per annum. For investors tracking the company's progress, the milestone is meaningful not only symbolically but structurally: it confirms that West Wits has successfully built and commissioned an underground gold mine on schedule, within a disciplined...
ValOre Metals (TSXV:VO) - 'Undervalued?' Investment Series, with Nick Smart
Interview with Director & CEO of ValOre Metals
Our previous interview: https://www.cruxinvestor.com/posts/valore-metals-tsxvvo-pge-developer-with-novel-process-exclusive-ip-clear-path-to-pea-9497
Recording date: 31st March 2026
ValOre Metals is developing the Pedra Branca platinum-palladium project in northeast Brazil and is making a straightforward argument to the market: it is significantly undervalued relative to the small peer group of development-stage PGE companies, and it has a clear plan to close that gap in 2026.
The numbers support the premise. Pedra Branca hosts a 2.2 million ounce resource grading 1.08 g/t on a 2P+gold basis. Comparable peers: Stillwater Critical Minerals...
Precipitate Gold (TSXV:PRG) - 'Undervalued?' Investment Series, with Jeffrey R. Wilson
Interview with Jeffrey R. Wilson, President & CEO of Precipitate Gold Corp.
Our previous interview: https://www.cruxinvestor.com/posts/precipitate-gold-corp-tsxvprg-funding-secured-as-barrick-adjacent-drilling-starts-9454
Recording date: 2nd April 2026
Precipitate Gold Corp. (TSXV:PRG) is approaching what may be the most consequential period in its history. The Vancouver-based junior explorer holds three gold-copper projects in the Dominican Republic (all 100% owned) and is now executing on the phase of exploration that carries the highest potential for value creation: active discovery drilling.
The company's two flagship assets are strategically located. Juan de Herrera shares a border with Goldquest...
Troilus Mining (TSX:TLG) - One of Canadaâs Largest Mines Nearing Build Phase
Interview with Justin Reid, CEO of Troilus Mining Corp.Â
Our previous interview: https://www.cruxinvestor.com/posts/troilus-gold-tsxtlg-build-team-arrives-to-prepare-for-production-7076
Recording date: 31st March 2026
Troilus Mining Corp. is one of the most advanced development-stage copper-gold companies in Canada, and it is approaching the finish line on the work required to make a construction decision on its central Quebec project. For investors assessing the risk-reward profile of the company today, the picture is materially different from where it stood twelve or even six months ago.
The engineering work is substantially complete. Basic engineering, a p...
First Mining Gold (TSX:FF) - 'Undervalued?' Investment Series, with Dan Wilton
Interview with Dan Wilton, CEO of First Mining Gold Corp.
Our previous interview: https://www.cruxinvestor.com/posts/first-mining-gold-tsxff-major-ea-catalyst-due-q2-2026-as-springpole-advances-toward-development-9452
Recording date: 30th March 2026
First Mining Gold Corp. (TSX:FF) is approaching what CEO Dan Wilton describes as the most consequential moment in the company's history. After eight years navigating Canada's federal environmental assessment process for its flagship Springpole Gold Project in northwestern Ontario, a permitting decision is expected within months. Management believes this single event will be the catalyst that forces the market to reprice assets it has consistently undervalued.
<...$40T Debt, Negative Real Rates & Gold Volatility | Mining Alpha with Michael Gentile - EP2
Interview with Michael Gentile, Investor
Our previous interview: https://www.cruxinvestor.com/posts/capital-discipline-dilution-golds-next-bull-phase-mining-alpha-with-michael-gentile-ep1-8247
Recording date: 26th March 2026
Veteran resource investor Michael Gentile, the largest individual shareholder in over 30 junior mining companies and co-founder of Bastion Asset Management, argues that recent market turbulence masks improving fundamentals across the gold mining sector. Despite gold retreating from $5,500 to approximately $4,500, Gentile maintains this pullback represents healthy consolidation within an early-stage bull market rather than a warning sign of exhaustion.
The violent selloffâmarked by $11 billion in ETF outflows during March and collapsing investor sentimentâactu...
Cabral Gold (TSXV:CBR) - 'Undervalued?' Investment Series, with Alan Carter
Interview with Alan Carter, President & CEO of Cabral Gold
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Our previous interview: https://www.cruxinvestor.com/posts/cabral-gold-tsxvcbr-87-gt-gold-over-95m-mining-permit-granted-9596
Recording date: 26th March 2026
Cabral Gold is approaching one of the most consequential transitions in a junior mining company's lifecycle: the move from developer to producer. With its Phase One oxide heap leach project at CuiĂș CuiĂș in northern Brazil now 60% complete, on budget, and on schedule for commercial gold production in Q4 2026, the company is within striking distance of generating meaningful cash flow from one of the lowest-cost gold mining methods available.
<...Ardea Resources (ASX:ARL) - A$1 Billion in Funding Support Before DFS Completion by June
Interview with Andrew Penkethman, MD & CEO of Ardea Resources Ltd.
Our previous interview: https://www.cruxinvestor.com/posts/western-nickel-projects-gain-momentum-as-supply-dynamics-improve-9150
Recording date: 30th March 2026
Ardea Resources (ASX:ARL) has made meaningful progress in advancing the Goongarrie Hub, its flagship asset within the Kalgoorlie Nickel Project in Western Australia. The company recently secured approximately A$1 billion in indicative funding support from Export Finance Australia and the US Export-Import Bank, representing a significant external endorsement of the project ahead of the completion of its Definitive Feasibility Study, due in the June 2026 quarter.
The Goongarrie...
Returns Remain Strong as Market Volatility Creates Entry Points
Recording date: 31st March 2026
Olive Resource Capital is responding to a sharp, volatility-driven sell-off in mining equities by repositioning its portfolio toward higher-quality, more liquid gold producers â a strategy grounded in the view that institutional forced selling, rather than fundamental deterioration, is responsible for the bulk of recent price declines.
Speaking on their investment podcast, Samuel Pelaez, President, CEO, and CIO, and Derek McPherson, Executive Chairman, outlined a deliberate spring-clean of the firm's holdings. The core thesis is straightforward: when risk managers at leveraged funds are forced to de-risk portfolios rapidly, mining stocks â categorised as high...
Vista Gold (NYSE:VGZ) - 'Undervalued?' Investment Series, with Frederick H. Earnest
Interview with Frederick H. Earnest, President & CEO of Vista Gold
Our previous interview: https://www.cruxinvestor.com/posts/vista-gold-corp-nysevgz-39m-oversubscribed-raise-funds-development-push-9478
Recording date: 28th March 2026
Vista Gold Corp. (NYSE: VGZ) is advancing its Mt Todd Gold project in Australia's Northern Territory with a strategic rightsizing that management believes positions the asset for independent development while addressing a significant market valuation disconnect.
The company completed a 2025 feasibility study that reduced the project from 50,000 tons per day to 15,000 tons per day, cutting initial capital requirements by 59% from approximately $1 billion to $425 million. This restructuring targets...
Amex Exploration (TSXV:AMX) - 'Undervalued?' Investment Series, with Victor Cantore
Interview with Victor Cantore, President & CEO of Amex Exploration Inc.Â
Our previous interview: https://www.cruxinvestor.com/posts/amex-exploration-tsxvamx-high-grade-quebec-gold-project-targets-q3-2027-production-9500
Recording date: 26th March 2026
Amex Exploration Inc. (TSXV:AMX) has positioned itself as a potentially undervalued opportunity in the gold development sector, with management arguing the company's $470 million market capitalisation fails to reflect the project's underlying economics compared to similarly staged peers.
The Quebec-based developer's investment thesis rests on three fundamental pillars: exceptional ore grades, capital-efficient phased development, and strategic infrastructure positioning. At the project's core lies a grade differential that m...