Company Interviews

40 Episodes
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By: Crux Investor

An insight into junior mining and opportunities to invest. Company Interviews, a Crux Investor show, exists to cut through the jargon, bias and bluster. Matthew Gordon, and guest host Merlin Marr-Johnson hone in on the important factors that indicate a company's strong footing for growth and success.

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ATHA Energy (TSXV:SASK) - RIB North Breakthrough Confirms Continuity, Q4 Catalysts Underway
Last Friday at 12:04 PM

Interview with Troy Boisjoli, CEO of ATHA Energy

Our previous interview: https://www.cruxinvestor.com/posts/atha-energy-tsxvsask-district-scale-uranium-play-builds-momentum-with-dual-discoveries-11012

Recording date: 8th September 2026

ATHA Energy Corp. (TSXV:SASK) is a Canadian uranium explorer built around a strategy of maximising exposure to the country's best uranium jurisdictions before committing capital to resource definition. Founded three years ago, the company grew from an initial 3.5-million-acre position in the Athabasca Basin to a seven-million-acre portfolio spanning the Athabasca Basin (Saskatchewan), the Angikuni Basin (Nunavut) and the Central Mineral Belt (Labrador), while retaining a 10% carried interest in Athabasca Basin...


Power Metallic (TSXV:PNPN) - Defines High-Grade 4.7 Million Tonne Lion Maiden Resource in Quebec
Last Friday at 7:52 AM

Interview with Terry Lynch, CEO, Power Metallic

Our previous interview: https://www.cruxinvestor.com/posts/power-metallic-tsxvpnpn-undervalued-investment-series-with-terry-lynch-9869

Recording date: 9th September 2026

Power Metallic's September 8 release of an inaugural Mineral Resource Estimate (MRE) for the Lion Zone gives investors their first NI 43-101-compliant number for a deposit that has been the market's main reason to own the stock since 2023. The headline: 4.145 million tonnes Indicated at 3.86% CuEq and 0.601 million tonnes Inferred at 4.01% CuEq, for a combined 4.75 million tonnes at roughly 3.9% CuEq.

First, classification: more than 85% of the maiden resource sits in the Indicated...


Rainbow Rare Earths (LSE:RBW) - 'Undervalued?' Investment series, with George Bennett
Last Thursday at 3:08 PM

Interview with George Bennett, CEO of Rainbow Rare Earths

Our previous interview: https://www.cruxinvestor.com/posts/rainbow-rare-earths-lserbw-us-govt-backed-miner-targets-2027-production-from-waste-processing-8115

Recording date: 9th September 2026

Rainbow Rare Earths (LSE:RBW) is pursuing a structurally different route into rare earth supply than most of its peers. Rather than mining hard rock, the company reclaims rare earths from phosphogypsum - the waste residue generated when phosphate rock is processed into phosphoric acid for the fertiliser industry. Because the rare earth content in phosphate rock is too low to mine economically on its own, it has historically been...


Eastport Critical Metals (TSXV:EVI) - Four Critical Metal Projects, One Botswana Portfolio
Last Wednesday at 3:35 PM

Interview with Daniel Major, CEO of Eastport Critical Metals 

Recording date: 8th September 2026

Eastport Critical Metals Corp. (TSXV:EVI) is a Botswana-focused critical minerals explorer with exposure to copper, rare earth elements, uranium, and nickel-copper-PGM across a combined land package exceeding 4,000 km². The company listed on the TSX-V in November 2025 via a qualifying transaction with Penbar Capital and appointed Daniel Major, former CEO of TSXV-listed GoviEx Uranium, as Chief Executive Officer in July 2026.

The flagship asset is Matsitama Copper, a 1,845 km² district-scale position across six prospecting licences in an established copper district, sitting adj...


Greenheart Gold (TSXV:GHRT) - 2,000m Drilling Commences at High-Grade Tosso Creek Gold Project
Last Wednesday at 2:01 PM

Interview with Justin van der Toorn, President and CEO, Greenheart Gold Inc.

Our previous interview: https://www.cruxinvestor.com/posts/greenheart-gold-tsxvghrt-multi-asset-drill-program-drives-newsflow-in-2026-9693

Recording date: 3rd September 2026

Greenheart Gold Inc. (TSXV:GHRT; OTCQX:GHRTF) is an exploration company built on the technical legacy of Reunion Gold, the team credited with discovering and delineating the multi-million-ounce Oko West deposit in Guyana. That background shapes the company's current strategy in the Guiana Shield, a gold-prospective but still relatively underexplored terrain spanning Guyana and Suriname: move quickly from geochemical sampling through trenching to drilling, and run several...


Marimaca Copper (TSX:MARI) - Drilling Results Confirm World-Class Scale at Pampa Medina
Last Tuesday at 10:55 AM

Interview with Hayden Locke, CEO, Marimaca Copper 

Our previous interview: https://www.cruxinvestor.com/posts/marimaca-copper-tsxmari-undervalued-investment-series-with-hayden-locke-11042

Recording date: 7th September 2026

Marimaca Copper's latest drill results from Pampa Medina add meaningfully to a discovery story that has been building since late 2024. The headline intercept, SPRD-15, returned 216 metres at 1.0%+ copper plus 7.2 g/t silver, including a high-grade zone of 62 metres at 2.2% copper with 21.6 grams per tonne silver - a result CEO Hayden Locke described as the company's best yet at Pampa Medina. Multiple step-out holes to the south and west, including SPRD-17, SPRD-12, SMRD-13 and S...


Avino Silver & Gold (TSX:ASM) - Record Quarter Results, Debt-Free, Construction Decision Underway
09/05/2026

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

Our previous interview: https://www.cruxinvestor.com/posts/avino-silver-gold-tsxasm-record-revenue-powers-three-mine-expansion-strategy-8753

Recording date: 4th September 2026

Avino Silver & Gold Mines Ltd. (TSX:ASM) enters the second half of 2026 in the strongest financial position in its 57-year history, and that strength is now being deployed toward a decision that could reshape the company's production profile. Q2 2026 revenue reached $26.8 million, up 23% year-on-year, driven by higher realised silver prices at $68.90/oz and increased throughput from La Preciosa development material. Net income of $10.9 million and EBITDA of $12.6 million both grew...


White Gold Corp (TSXV:WGO) - Delivers PEA Alongside Drilling Programme and Spin-Out Catalysts
09/05/2026

Interview with Donovan Pollitt, President and Director, White Gold Corp 

Our previous interview: https://www.cruxinvestor.com/posts/white-gold-tsxvwgo-largest-drill-program-commencing-on-highest-grade-gold-resource-in-yukon-10043

Recording date: 2nd September 2026

White Gold Corp (TSXV:WGO) has crossed a threshold that had eluded it for years: a Preliminary Economic Assessment that puts formal economics around its Yukon flagship deposit. Released August 10, 2026 and refined in an August 28 update, the PEA delivers an after-tax NPV (5%) of C$1.86 billion and a 41% IRR at a US$3,600/oz gold price, with a 1.5-year payback period. At spot-adjacent US$4,500/oz pricing, those figures rise to a C$2.9 b...


Cauldron Energy (ASX:CXU) - Fully Funded Drilling Targets 269Mlb Uranium Upside in Western Australia
09/04/2026

Interview with Jonathan Fisher, CEO of Cauldron Energy

Recording date: 2nd September 2026

Cauldron Energy (ASX:CXU) holds 55 million pounds of JORC-compliant uranium resource at its Yanrey Project in Western Australia, with an exploration target of up to 269 million additional pounds. The company’s near-perfect drilling record and strategic positioning make it a compelling uranium story—provided Western Australia lifts its longstanding mining ban.

The Yanrey Project spans three deposits: Bennett Well, Manyingee South, and Manyingee North are all situated in a region considered highly prospective for in-situ recovery (ISR) uranium mining. Cauldron’s explor...


East Star Resources (LSE:EST) - Secures 2nd Copper JV Agreement with Rulikha Project in Kazakhstan
09/04/2026

Interview with Alex Walker, CEO of East Star Resources

Our previous interview: https://www.cruxinvestor.com/posts/east-star-resources-lseest-partner-funded-copper-production-and-25m-gold-search-in-kazakhstan-10606

Recording date: 2nd September 2026

East Star Resources (LSE:EST) has added a second free-carried development structure to its Kazakhstan copper and gold portfolio, signing a binding Heads of Agreement for a joint venture over its Rulikha copper project. The deal follows the same non-dilutive logic that underpins East Star's existing Verkhuba joint venture with Chinese mine-builder Xinhai Mining: rather than raising capital from shareholders to fund permitting, drilling and construction, East Star brings in...


Erdene Resource Development (TSX:ERD) - Bayan Khundii Cash Flow Funds Deep Porphyry Hunt
09/03/2026

Interview with Peter Akerley, CEO & Kelly Clure, Advisor of Erdene Resource Development

Our previous interview: https://www.cruxinvestor.com/posts/erdene-resource-developments-tsxerd-undervalued-investment-series-with-peter-akerley-10566

Recording date: 1st September 2026

Erdene Resource Development Corp. (TSX:ERD; MSE:ERDN; OTCQX:ERDCF) has moved from mine-builder to self-funded explorer. The company's Bayan Khundii Gold Mine, operated as a 50/50 joint venture with Mongolian Mining Corporation, delivered 11,709 ounces of gold in Q2 2026, a 37% increase quarter-on-quarter, generating $53 million in gross revenue. Feed grade rose 25% to 2.4 g/t gold, with recoveries of 96%, ahead of plan.

That cash flow is now being redeployed...


Drill Results Pile Up, But Real Scarcity Is in Copper Development
08/31/2026

Recording date: 28th August 2026

Olive Resource Capital's latest Compass episode centres on two connected observations: a summer drilling season that is quietly delivering strong results, and a persistent shortage of the advanced copper projects the market increasingly wants exposure to.

On the drilling side, Derek Macpherson said a quick scan of recent releases turned up roughly ten notable holes in a two-day window, spanning gold and copper-equivalent results from companies including Lake Victoria Gold, Free Gold, ATEX Resources and VR Resources. He attributed the volume to well-funded companies - many of which raised capital during...


Selkirk Copper (TSXV:SCMI) - Doubles Mineral Resource Estimate, Minto to Restart by 2028
08/28/2026

Interview with Colin Joudrie, CEO, Selkirk Copper

Our previous interview: https://www.cruxinvestor.com/posts/selkirk-copper-mines-tsxvscmi-restart-developer-targets-mid-2028-production-10866

Recording date: 26th August 2026

Selkirk Copper Mines is executing a restart of the past-producing Minto copper-gold-silver mine in Yukon, Canada, an asset that operated successfully for 16 years before its most recent operator entered bankruptcy in 2023. Rather than building a new mine, Selkirk is rehabilitating existing infrastructure - a 4,100 tonne-per-day processing plant, underground and open-pit workings, a 400-person camp, water treatment facilities and grid power - an approach management argues meaningfully compresses both the capital and time...


American Eagle Gold (TSXV:AE) - Strikes Kilometre-Long Copper Zone at BC's Babine Porphyry District
08/27/2026

Interview with Anthony Moreau, CEO, American Eagle Gold

Our previous interview: https://www.cruxinvestor.com/posts/american-eagle-gold-tsxvae-29-million-major-funding-for-multi-billion-ton-copper-gold-in-bc-6271

Recording date: 25th August 2026

American Eagle Gold Corp. (TSXV:AE | OTCQB:AMEGF) is advancing its 100%-owned NAK copper-gold porphyry project in British Columbia's Babine Porphyry District, and the past month has produced two of the strongest results in the company's history. NAK26-87, reported 18 August 2026, intersected 1,001 metres of 0.46% copper equivalent (CuEq) starting at surface, including 218 metres of 1.01% CuEq - a full kilometre of continuous copper-gold mineralisation and the longest intercept ever drilled at NAK. A...


Bravo Mining (TSXV:BRVO) - Luanga Advances Toward PFS With Multiple Funding Options
08/27/2026

Interview with Luis Azevedo, Chairman and CEO, Bravo Mining

Our previous interview: https://www.cruxinvestor.com/posts/bravo-mining-tsxvbrvo-double-grades-and-resource-up-to-236-million-tons-in-tier-one-pgm-deposit-7934

Recording date: 25th August 2026

Bravo Mining (TSXV:BRVO, OTCQX:BRVMF) is advancing its 100%-owned Luanga PGM+Au+Ni deposit in Brazil's Carajás Mineral Province through a Pre-Feasibility Study guided for Q3 2026, while simultaneously extending two secondary discoveries — a nickel-copper sulphide system at the Babylon target and an early-stage copper-gold exploration programme — that management believes could add materially to the project's long-term optionality.

The immediate news is a set of assay results from...


EraNova Metals (TSXV:NOVA) - C$714M NPV Adanac Molybdenum Project Advances Toward Feasibility
08/26/2026

Interview with Meredith Eades, President and CEO, EraNova Metals  

Our previous interview: https://www.cruxinvestor.com/posts/eranova-metals-dual-path-critical-minerals-play-with-30-million-infrastructure-advantage-in-canada-9037

Recording date: 24th August 2026

EraNova Metals has released the first independent economic study on its Adanac Molybdenum Project since 2008, and the numbers give investors a concrete basis for evaluating a story that has, until now, rested largely on historical potential. The Preliminary Economic Assessment (PEA), prepared by Tetra Tech Canada, values Adanac at a C$714.4 million after-tax NPV with a 23.5% IRR and a 2.6-year payback, using a US$25.00 per pound long-term molybdenum price. At t...


New Found Gold (TSX:NFGC) - Graduates to the TSX
08/26/2026

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

Our previous interview: https://www.cruxinvestor.com/posts/new-found-gold-tsxnfg-construction-still-on-track-10918

Recording date: 14th August 2026

New Found Gold's transition from exploration company to emerging Newfoundland gold producer reached a milestone with its move to the TSX main board, a step CEO Keith Boyle frames as recognition of the company's operational progress over the past 18 months. The listing upgrade is intended to widen access to institutional capital and stock indices unavailable on the TSX Venture Exchange, with Boyle noting the company currently splits roughly 60% of trading...


The New Mining Cycle: Stronger Copper Market, Bigger Gold Projects
08/25/2026

Recording date: 21st August 2026

Omai Gold Mines emerged as the central focus of Olive Resource Capital’s latest market review after releasing a preliminary economic assessment that highlighted the project’s potential scale. At a gold price of $3,600 per ounce, Omai’s after-tax net present value was estimated at $4 billion, increasing to $5.5 billion at $4,200 gold. The study outlined average annual production of 350,000 ounces over an 18-year mine life, including several years above 400,000 ounces, and $8.1 billion in cumulative undiscounted cash flow. Although the market initially reacted cautiously, Olive argued that investors are still adjusting to the multibillion-dollar capital requir...


Atomic Eagle (ASX:AEU) - Regains Control of 116.5Mlb Madaouela Uranium Asset
08/24/2026

Interview with Phil Hoskins, CEO of Atomic Eagle

Our previous interview: https://www.cruxinvestor.com/posts/atomic-eagle-asxaeu-all-known-questions-answered-april-2026-10323

Recording date: 3rd August 2026

Atomic Eagle Limited (ASX:AEU | OTCQX:AEUXF) has negotiated the return of its Madaouela Uranium Project in Niger, transforming the company from a single-asset Zambian developer into a dual-asset uranium play with a combined resource base spanning two continents. The deal, agreed in principle after seven months of negotiation with Niger's Ministry of Mines, follows the 2024 expropriation of the project from Atomic Eagle's subsidiary GoviEx Uranium and the international arbitration proceedings...


Cabral Gold (TSXV:CBR) - Operating Licence Secured, First Gold Targeted by September
08/19/2026

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

Our previous interview: https://www.cruxinvestor.com/posts/cabral-gold-tsxvcbr-85-built-q4-production-district-growth-ahead-11014

Recording date: 14th August 2026

Cabral Gold has reached a pivotal stage in developing its Cuiú Cuiú gold district in Pará State, Brazil, having secured the Operating Licence (LO) needed to begin leaching gold from its first heap leach pad. The licence, granted by the state environmental authority SEMAS/PA, follows the earlier Preliminary Licence and sits alongside a separate approval from Brazilian military authorities covering the purchase and transport of cyanide which bot...


Capitan Silver (TSXV:CAPT) - 60,000m Drill Program Targets 100 Moz AgEq Scale
08/18/2026

Interview with Alberto Orozco, CEO of Capitan Silver

Our previous interview: https://www.cruxinvestor.com/posts/capitan-silver-tsxvcapt-60000m-drilling-to-prove-scale-at-cruz-de-plata-9531

Recording date: 11th August 2026

Capitan Silver Corp. (TSXV:CAPT) is advancing its Cruz de Plata silver-gold project in Durango, Mexico, through a fully-funded 60,000 metre drill programme in 2026 - a 400% increase over the prior year's campaign and more than double all historic drilling on the property combined. CEO Alberto Orozco told Crux Investor the company is roughly halfway through the programme, with four rigs (one RC, three diamond) now active and the drill rate accelerating as...


Electra Battery Materials (NASDAQ:ELBM) - Pioneer Cobalt Refinery Enters Final Construction Stretch
08/18/2026

Interview with Heather Smiles, VP External Affairs & Corporate Development of Electra Battery Materials

Our previous interview: https://www.cruxinvestor.com/posts/electra-battery-materials-nasdaqelbm-north-americas-first-cobalt-refinery-targets-2027-start-8710

Recording date: 14th August 2026

Electra Battery Materials is constructing what will be North America's only battery-grade cobalt sulfate refinery, located in Temiskaming Shores, Ontario. The project addresses a structural gap in the continent's battery supply chain: outside of a single Finnish facility, essentially all cobalt sulfate refining capacity sits in China, leaving North American EV, electronics and defence manufacturers dependent on a supply chain they don't control.

The...


Latin Metals (TSXV:LMS) - Incoming $42M Option for Lacsha Copper-Moly Project in Peru
08/17/2026

Interview with Keith Henderson, President & CEO of Latin Metals

Our previous interview: https://www.cruxinvestor.com/posts/latin-metals-tsxvlms-the-prospect-generator-model-few-juniors-follow-10250

Recording date: 14th August 20206

Latin Metals Inc. (TSXV:LMS) has added a third active partner-funded project to its portfolio with an ongoing agreement with Minsur, a private Peruvian mining company already in a 75/25 joint venture with Newmont on adjacent ground to cover the Lacsha copper-molybdenum porphyry project in southern Peru.

Under the deal outlined by CEO Keith Henderson, Minsur can earn an initial 75% interest in Lacsha by completing 60,000 metres of drilling over six...


Namibia Critical Metals (TSXV:NMI) - Partnership and $23M Earn-In Secured for Lofdal HREE Project
08/17/2026

Interview with Darrin Campbell, President & CEO of Namibia Critical Metals Inc.

Our previous interview: https://www.cruxinvestor.com/posts/namibia-critical-metals-tsxvnmi-japan-backed-path-to-dfs-in-q2-2027-9891

Recording date: 13th August 2026

Namibia Critical Metals (TSXV:NMI) has reached a pivotal moment in the development of its Lofdal Heavy Rare Earth Project in Namibia. In July 2026, the Japan Organization for Metals and Energy Security (JOGMEC) and Toyota Tsusho Corporation completed a C$23 million earn-in commitment, roughly 18 months ahead of the original March 2028 schedule, securing a combined 50% participating interest in the project. The two partners formed TJ Namibia Rare Earths...


Canada Nickel (TSXV:CNC) - Federal Approval + C$21 Million Funding for Crawford Project
08/17/2026

Interview with Mark Selby, CEO of Canada Nickel

Our previous interview: https://www.cruxinvestor.com/posts/nickels-next-chapter-tight-supply-steady-demand-and-higher-price-floors-11311

Recording date: 13th August 2026

Canada Nickel Company Inc. (TSXV:CNC) has reached a milestone that few Canadian mining developers achieve: a positive federal decision statement for its 100%-owned Crawford Nickel-Cobalt Sulphide Project, the first project to complete Canada's Impact Assessment Act process from application through to decision since the legislation came into force in 2019. CEO Mark Selby frames the approval as a de-risking event on three fronts: it differentiates Crawford from peer projects still mid-permitting when...


Asante Gold (CSE:ASE) - 4.6 Moz Gold Resource Base Anchors Disciplined 2026 Production
08/17/2026

Interview with Campbell Baird, CEO of Asante Gold

Recording date: 13th August 2026

Asante Gold Corporation is working through an operational and leadership reset four months into Campbell Baird's tenure as Acting CEO, following the retirement of predecessor Dave Anthony. The company's investment case for 2026 hinges less on new catalysts than on execution against an already-disclosed plan: converting roughly $50 million of deferred or cancelled capital expenditure, combined with a narrower project focus, into the guided 275,000-300,000 ounce production range at an AISC of $3,200-$3,600 per ounce for the full year.

The two operating assets...


TriStar Gold (TSXV:TSG) - $603M NPV, 80% Peer Discount Gold Developer Awaits Court Ruling
08/17/2026

Interview with Nick Appleyard, CEO, TriStar Gold

Our previous interview: https://www.cruxinvestor.com/posts/tristar-gold-tsxvtsg-legal-resolution-could-unlock-100m-in-shareholder-value-8034

Recording date: 13th August 2026

TriStar Gold Inc. (TSXV: TSG) is a Brazil-focused gold developer whose sole asset, the Castelo de Sonhos project in Pará State, presents one of the more striking valuation disconnects among development-stage gold names in the Americas. The May 2025 pre-feasibility study update outlines 1.4 million ounces of probable reserves at 1.1 g/t gold, with total indicated and inferred resources of 2.5 million ounces inclusive of reserves. At the study's $2,200/oz gold base case, the project g...


Hot Chili (TSXV:HCH) - 'Undervalued?' Investment Series, with Christian Easterday
08/13/2026

Interview with Christian Easterday, Managing Director and CEO, Hot Chili Limited

Our previous interview: https://www.cruxinvestor.com/posts/hot-chili-tsxvhch-water-business-with-1b-npv-to-fund-copper-project-6917

Recording date: 10th August 2026

Hot Chili Limited (ASX/TSXV: HCH, OTCQX: HHLKF) is advancing the Costa Fuego Copper-Gold Project on Chile's Atacama coastline, positioning itself as one of only five independent (non-major-controlled) copper developers globally with a project capable of exceeding 100,000 tonnes of annual copper-equivalent production. Managing Director and CEO Christian Easterday, who has led the company since its 2010 ASX listing, argues the market has not yet caught up with the scale...


Aureka (ASX:AKA) - Targets Early Cash Flow to Advance Its Larger Gold Project
08/13/2026

 Interview with James Gurry, Managing Director & Jozef Story, Exploration Manager of Aureka Gold

Recording date: 11th August 2026

Aureka (ASX:AKA) is an ASX-listed gold explorer and near-term developer operating a cluster of projects across Victoria's Stawell Corridor and St Arnaud goldfield, all within a 45-minute to one-hour drive of one another. The company was reconstituted from a distressed tenement package that Managing Director James Gurry acquired for under $1 million in 2023, when gold prices were depressed, and relisted on the ASX at the end of 2024. Since the start of 2025, Aureka has drilled continuously and lifted its J...


Lithium Ionic (TSXV:LTH) - Non-Core Asset Sale Injects $30M to Fast-Track Bandeira
08/13/2026

Interview with Blake Hylands, CEO of Lithium Ionic Corp.

Our previous interview: https://www.cruxinvestor.com/posts/lithium-ionic-tsxvlth-low-cost-developer-targets-construction-start-h2-2026-8741

Recording date: 6th August 2026

Lithium Ionic Corp has agreed to sell its non-core Baixa Grande lithium deposit in Brazil to PLS Group for up to US$70 million, a move that accelerates funding for the company's flagship Bandeira Lithium Project toward a construction decision.

The transaction delivers US$37.5 million in cash consideration, split between US$30 million payable at closing (expected within months) and US$7.5 million due at the buyer's final investment decision...


Beetaloo Energy (ASX:BTL) - Nears First Gas as AI Data Centre Demand Builds
08/12/2026

Interview with Alex Underwood, Managing Director, Beetaloo Energy

Our previous interview: https://www.cruxinvestor.com/posts/empire-energy-asxeeg-racing-to-unlock-vast-australian-shale-gas-resource-4901

Recording date: 7th August 2026

Beetaloo Energy Australia, formerly Empire Energy Group, is moving toward a crucial milestone in the development of the Northern Territory’s Beetaloo Basin, with first gas from its Carpentaria pilot now targeted for the fourth quarter of 2026. The updated schedule is later than the company’s previously indicated 2025 timeframe, reflecting construction and commissioning realities rather than a change in the project’s resource base or contracted sales position.

Three wells have b...


Ridgeline Minerals (TSXV:RDG) - NGM Sale Funds Next Wave of Nevada Exploration
08/11/2026

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

Our previous interview: https://www.cruxinvestor.com/posts/ridgeline-minerals-tsxvrdg-600m-free-carry-potential-on-partner-funded-crd-discovery-8609

Recording date: 7th August 2026

Ridgeline Minerals has completed the sale of four early-stage Nevada gold exploration projects to Nevada Gold Mines (NGM), generating US$23.15 million in cash and a return of more than 350% on its invested capital. The transaction, which closed on August 3, involved Ridgeline’s interests in the Swift and Black Ridge earn-in agreements, as well as its Bell Creek and Atlas projects.

The sale gives Ridgeline approximately C$33 million in...


Grid Metals Corp (TSXV:GRDM) - Cesium Project in Manitoba Advances Towards Maiden Resource
08/08/2026

Interview with Robin Dunbar, President & CEO of Grid Metals Corp.

Our previous interview: https://www.cruxinvestor.com/posts/grid-metals-tsxvgrdm-positioning-for-near-term-production-in-the-ultra-rare-cesium-market-9448

Recording date: 6th August 2026

Grid Metals Corp. is advancing the Falcon West project in southeastern Manitoba toward a maiden mineral resource estimate for cesium and lithium. The company has commissioned SGS Canada Inc. to prepare a NI 43-101-compliant estimate for the Lucy South pegmatite, with results expected in fall 2026. The announcement represents a potentially important milestone because pollucite, the primary cesium-bearing mineral targeted at Lucy South, is exceptionally rare. Only three pollucite deposits...


Commodity-Equity Gap Persists Through July: What It Means for H2 2026
08/08/2026

Recording date: 6th August 2026

Olive Resource Capital posted a modest decline in July, with its portfolio down just over 1% for the month. Management characterizes the result as effectively flat, given the heightened volatility that defined the period and the fund's favorable performance relative to its internal peer benchmark.

Oil and copper led commodity markets higher during July. Oil rebounded on renewed tensions around the Strait of Hormuz, while copper climbed to fresh yearly highs as Chinese warehouse inventories drew down faster than anticipated and production disruptions hit major Chilean mines. Together, these factors created a...


Revival Gold (TSXV:RVG) - High Gold Intercepts in Idaho Continues, Mercur Nears Build Decision
08/08/2026

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

Our previous interview: https://www.cruxinvestor.com/posts/made-in-america-revival-gold-tsxvrvg-the-case-for-us-based-gold-development-10516

Recording date: 6th August 2026

Revival Gold Inc. (TSXV:RVG) is a Toronto-headquartered gold developer advancing two brownfield, pure-gold assets in the western United States: the Mercur Gold Project in Utah and the Beartrack-Arnett Gold Project in Idaho. Both sit on historically productive ground with existing infrastructure, which the company argues reduces development risk and capital intensity relative to greenfield alternatives.

Mercur, at the preliminary economic assessment (PEA) stage, is the company's near-term...


Pursuit Minerals (ASX:PUR) - Pilot-Proven Lithium Project in Argentina Targets 5,000tpa Development
08/07/2026

Interview with Aaron Revelle, MD & CEO of Pursuit Minerals

Recording date: 5th August 2026

Pursuit Minerals is advancing a small-scale lithium development strategy in Argentina while preparing to test a newly defined gold-silver exploration system. The company’s flagship Rio Grande Sur project, located on the Rio Grande Salar in Salta province, is supported by a completed Pre-Feasibility Study for an initial 5,000-tonne-per-year lithium carbonate operation.

The study outlines a net present value of approximately $364 million, estimated capital costs of $120 million to $157 million and an internal rate of return of about 22%. With forecast operating co...


IsoEnergy (TSX:ISO) - New US Uranium Technology Platform Formed
08/06/2026

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

Our previous interview: https://www.cruxinvestor.com/posts/isoenergy-tsxiso-toro-acquisition-adds-75-mlbs-of-uranium-to-portfolio-growth-plan-10865

Recording date: 5th August 2026

IsoEnergy Ltd. (NYSE American: ISOU; TSX: ISO) has entered into a definitive agreement with DISA Technologies to form DISA Uranium Corporation, a new technology-enabled uranium company combining IsoEnergy's Utah mine portfolio with DISA's proprietary ore-processing and remediation businesses. Under the agreement, IsoEnergy will contribute its Utah Portfolio, comprising the Tony M Mine, Daneros Mine, Rim Mine, Sage Plain Project, and Flatiron Project, in exchange for 1,677,350 shares of common stock in...


The Royalty Sprint of 2026: Scarcity, Structure, and the Supply Gap
08/05/2026

Recording date: 3rd August 2026

The royalty and streaming sector rarely moves this fast, yet seven structurally distinct transactions closed or were announced in barely two months—ranging from a US$1.9 billion uranium-and-land merger to a $132.5 million iron ore royalty tied to America's critical minerals push. The pace signals a sector adapting to a new reality: capital is increasingly pricing time-to-production risk, not just geological risk.

Uranium Royalty Corp's combination with Sweetwater Royalties dominates by headline value, implying a US$1.9 billion enterprise value for the Orion- and Ontario Teachers'-backed platform. Unlike conventional single-commodity deals, Sweetwater bundles ur...


Scotia Metals (CSE:SMET) - Nova Scotia’s Largest Lithium Holder Preps Q3 2026 Drill
08/04/2026

Interview with Rodrigo Roso, Director & CEO of Scotia Metals

Recording date: 30th July 2026

Scotia Metals Corp has emerged as a significant new player in Canada’s lithium sector, positioning itself as the largest lithium landholder in Nova Scotia with 37,268 hectares across 43 licences. Formed through a July 2026 business combination, the company controls a land package extending more than 80 kilometres along a प्रमुख geological corridor, directly adjacent to the Brazil Lake spodumene deposit, which hosts an estimated 10 million tonnes grading 1.20% Li₂O.

Early exploration at Scotia’s flagship Green Wolf target has produced encouraging results, including more than 30 spodu...


Resolute Mining (LSE:RSG) - Targets 500,000oz Gold Output
08/03/2026

Interview with Chris Eger, CEO & Managing Director of Resolute Mining.

Our previous interview: https://www.cruxinvestor.com/posts/resolute-mining-lsersg-gold-turnaround-reaches-inflection-point-5324

Recording date: 30th July 2026

Resolute Mining is executing a multi-year transformation from a single-jurisdiction Mali gold producer into a diversified, four-country West African miner, and CEO Chris Eger's message to investors is that the market hasn't yet caught up with the progress made in 2026.

The near-term production base remains Syama (Mali) and Mako (Senegal), guided to a combined 250,000-275,000oz in 2026 at an AISC of $2,000-2,200/oz. Syama is completing a sulphide...