Company Interviews

Interview with Alex Walker, CEO, East Star Resources

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

Recording date: 9th December 2025

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

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

Interview with Blake Hylands, CEO, Lithium Ionic 

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

Recording date: 9th December 2025

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

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

Interview with Simon Studer, interim CEO, Kingman Minerals

Recording date: 9th December 2025

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

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

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

Recording date: 9th December 2025

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

Executive Chairman Allan Ritchie and newly appointed Managing...

Interview with Peter Secker, CEO of Canyon Resources

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

Recording date: 5th December 2025

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

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

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

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

Recording date: 5th December 2025

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

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

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

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

Recording date: 5th December 2025

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

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

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

Recording date: 4th December 2025

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

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

Interview with Jeff Swinoga, CEO of Exploits Discovery Corp.

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

Recording date: 5th December 2025

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

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

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

Recording date: 4th December 2025

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

The drilling program has delivered exceptional results...

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

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

Recording date: 3rd December 2025

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

Interview with Nick Smart, CEO of ValOre Metals Corp.

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

Recording date: 3rd December 2025

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

The platinum-palladium market has...

Interview with Chief Executive Officer, Keith Boyle

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

Recording date: 3rd December 2025

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

Management's a...

Interview with Nolan Peterson, CEO, Atlas Salt

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

Recording date: 2nd December 2025

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

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

Interview with Victor Cantore, CEO, Amex Exploration

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

Recording date: 2nd December 2025

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

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

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

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

Recording date: 2nd December 2025

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

The feasibility...

Interview with Segun Lawson, CEO of Thor Exploration Ltd.

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

Recording date: 3rd December 2025

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

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

Interview with Chris Stevens, CEO, Coda Minerals

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

Recording date: 2nd December 2025

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

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

Interview with Brian William Penny, CEO of Wallbridge Mining

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

Recording date: 27th November 2025

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

The company's...

Interview with Mark Petersen, Senior Geological Consultant of Wallbridge Mining

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

Recording date: 27th November 2025

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

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

Recording date: 1st December 2025

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

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

Interview with Ingo Hofmaier, CFO of Lifezone Metals

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

Recording date: 24th November 2025

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

The July 2025 feasibility study...

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

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

Recording date: 27th November 2025

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

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

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

Recording date: 27th November 2025

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

Interview with Colin Smith, Director & CEO of TooGood Gold

Recording date: 27th November 2025

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

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

Recording date: 28th November 2025

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

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

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

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

Recording date: 27th November 2025

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

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

Recording date: 25th November 2025

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

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

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

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

Recording date: 25th November 2025

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

The turning point...

Interview with David Cataford, CEO of Champion Iron Ltd.

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

Recording date: 24th November 2025

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

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

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

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

Recording date: 21st November 2025

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

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

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

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

Recording date: 21st November 2025

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

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

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

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

Recording date: 19th November 2025

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

Interview with Thomas Lamb, CEO, Myriad Uranium

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

Recording date: 19th November 2025

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

The company recently...

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

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

Recording date: 18 November 2025

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

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

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

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

Recording date: 19th November 2025

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

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

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

Recording date: 21st November 2025

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

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

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

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

KEY TOPICS COVERED:

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

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

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

Recording date: 19th November 2025

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

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

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

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