Company Interviews

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...

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

Our previous interview: https://www.cruxinvestor.com/posts/west-red-lake-gold-mines-tsxvwrlg-all-known-questions-answered-7761

Recording date: 18th November 2025

West Red Lake Gold Mines is restarting the Madsen Mine in Ontario's prolific Red Lake district, positioning itself as a rare new gold producer emerging at the beginning of a bull market rather than after years of depressed prices . The company targets commercial production in early 2026 with expected annual output of 50,000 ounces, growing to 100,000 ounces by 2028 through site optimization and development of the high-grade Rowan deposit .

The...

Interview with Mark Selby, Chief Executive Officer of Canada Nickel. 

Our previous interview: https://www.cruxinvestor.com/posts/g7-nations-advance-critical-minerals-pact-to-reshape-global-supply-chains-and-industrial-policy-8401

Recording date: 18th November 2025

Canada Nickel Company has secured a transformative milestone with its Crawford Nickel project's referral to Canada's Major Projects Office, joining only three mining developments selected for expedited government support. This highly selective designation provides coordinated permitting assistance, enhanced financing access, and direct political backing from Prime Minister Mark Carney and Minister of Natural Resources Tim Hodgson.

The MPO, led by proven infrastructure executive Dawn Farrell and backed b...

Interview with Thomas Mumford, President of Scottie Resources Corp.

Our previous interview: https://www.cruxinvestor.com/posts/scottie-resources-tsxvscot-funded-to-advance-high-grade-2m-oz-gold-asset-in-bc-golden-triangle-5191

Recording date: 17th November 2025

Scottie Resources is positioning itself as a near-term gold producer through a direct ship ore (DSO) model that bypasses traditional milling infrastructure, targeting commercial production by mid-2028 at its flagship property 40 kilometers north of Stewart, BC. The company's strategic approach leverages existing deep water port facilities and high-grade mineralization outcropping at surface to accelerate project timelines while minimizing capital intensity in an environment of sustained elevated gold prices.

...

Interview with NexMetals Mining's CEO Morgan Lekstrom

Recording date: 18 November 2025

NexMetals Mining Corp has executed a comprehensive transformation that positions its two past-producing Botswana copper-nickel-cobalt assets as potential near-term development opportunities in a market characterised by acute supply constraints and major mining company acquisition activity.

The company recently closed an US$80 million equity financing led by Texas-based institutional investor Condire Capital, which acquired a 9.9% stake, whilst existing major shareholder EdgePoint increased its position despite having no obligation to participate. The financing increased institutional ownership from 30% to 75% and eliminated US$21 million in legacy debt...

Interview with Nic Earner, Managing Director of Alkane Resources Ltd.

Our previous interview: https://www.cruxinvestor.com/posts/alkane-resources-asxalk-post-merger-gold-producer-targets-180k-aueq-ounces-7916

Recording date: 17th November 2025

Alkane Resources has successfully completed its transformational merger with Mandalay Resources, establishing itself as a diversified mid-tier gold producer with three operating mines across Australia and Sweden. The integration, finalized in August 2025, has delivered on all key strategic objectives while positioning the company for its next phase of growth in a strengthening gold price environment.

The merger has transformed Alkane's market profile substantially. Production guidance now stands...

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

Our previous interview: https://www.cruxinvestor.com/posts/greenheart-gold-tsxvghrt-proven-explorer-accelerates-guiana-shield-drilling-for-major-discovery-8003

Recording date: 17th November 2025

Greenheart Gold (TSXV:GHRT) is leveraging a proven management team and substantial capital base to pursue multiple gold discoveries across Guyana and Suriname. Led by President and CEO Justin van der Toorn, the executive team previously built Reunion Gold and discovered the 6-million-ounce Oko West deposit, which is now advancing toward production in 2027. This track record provides credibility as Greenheart pursues its disciplined exploration strategy across the highly...

Interview with Riaan Davel, CFO, and Henriette Hooijer, CFO Designate and GM: Finance of DRDGOLD Ltd.

Our previous interview: https://www.cruxinvestor.com/posts/drdgold-nysedrd-moving-towards-200000-oz-gold-production-from-tailings-8411

Recording date: 17th November 2025

DRDGOLD Limited, a 130-year-old South African gold mining company, is executing a carefully orchestrated leadership transition as CFO Riaan Davel prepares to hand over responsibilities to Henriette Hooijer on February 1, 2026. The succession, built on a 20-year working relationship including nine years together at DRDGOLD, reflects the company's commitment to maintaining strategic continuity as it pursues ambitious growth plans.

The company operates...

Interview with Hayden Locke, President & CEO of Marimaca Copper Corp.

Our previous interview: https://www.cruxinvestor.com/posts/marimaca-copper-tsxmari-environmental-milestone-clears-path-for-q1-2026-ground-breaking-8471

Recording date: 14th November 2025

Marimaca Copper is advancing its Pampa Medina project in northern Chile with drill results that significantly exceed expectations and confirm the potential scale of a sedimentary-hosted copper system. The latest intercepts include nearly 50 meters at 2% copper within a broader 160-meter zone grading 1% copper, representing a material extension to the oxide envelope with grades surpassing current resource models.

The company's aggressive exploration strategy has delivered impressive results...

Interview with Trey Wasser, CEO of Dryden Gold Corp.

Our previous interview: https://www.cruxinvestor.com/posts/dryden-gold-tsxvdry-centerra-backed-explorer-targets-district-scale-gold-in-ontario-8109

Recording date: 17th November 2025

Dryden Gold Corp (TSXV: DRY) has emerged as a compelling strategic acquisition target in Ontario's gold sector following successful execution of its 2025 exploration program and explicit endorsement from major mining company partners. The company controls 70,000 hectares in northwest Ontario hosting multiple high-grade gold discoveries across four distinct mineralization types, with fully funded drilling planned for 2026 under management explicitly targeting a Great Bear Resources-style exit.

The investment thesis centers on...

Interview with Paul Gow, CEO, Tribeca Resources

Our previous interview: https://www.cruxinvestor.com/posts/tribeca-resources-trbc-why-copper-start-up-is-hitting-it-big-2978

Recording date: 14th November 2025

Tribeca Resources Corporation has rapidly emerged as a focused copper exploration company in northern Chile, backed by a recent C$6.5 million financing that exceeded its original C$5 million target. The raise, completed in a strengthening copper market, brought 82 investors onto the register, including 67 new shareholders, and diversified ownership while still keeping management significantly aligned through a 22% stake. This capital provides roughly 18 months of runway and positions the TSX Venture-listed junior to advance a...

Recording date: 14th November 2025

The precious metals sector is experiencing a convergence of favorable conditions that veteran investors describe as one of the best commodity setups in decades. At the recent Precious Metals Summit in Zurich, industry leaders including Pierre Lassonde, Frank Giustra, and Marc Faber highlighted observable market fundamentals supporting this outlook: global liquidity at record highs, structural demand emerging from technological infrastructure, and mining companies generating unprecedented cash flows while trading at reasonable valuations.

Global liquidity continues expanding despite recent volatility. The People's Bank of China maintains liquidity injections, while the New York...

Interview with Shaun Bunn, Managing Director of Empire Metals Ltd.

Our previous interview: https://www.cruxinvestor.com/posts/empire-metals-loneee-titanium-market-disruptor-targets-2026-pilot-pant-7736

Recording date: 12th November 2025

Empire Metals is developing the Pitfield project in Western Australia, home to one of the world's largest titanium deposits with a maiden resource estimate of 2.2 billion tons grading just over 5% TiO2. This multigenerational asset positions the company as a potential disruptor in global critical minerals supply chains at a time when the industry faces unprecedented restructuring.

The company's strategic advantage extends beyond scale. Pitfield's geology features high-purity...

Interview with David D'Onofrio, CEO of White Gold Corp.

Our previous interview: https://www.cruxinvestor.com/posts/white-gold-corp-wgo-project-generator-finding-gold-in-the-yukon-3263

Recording date: 11th November 2025

White Gold Corp is developing one of Canada's most compelling gold stories in Yukon's historic Klondike district, where the company controls a massive 300,000-hectare land position - 15 to 30 times larger than typical junior exploration companies. Founded in 2016 by CEO David D'Onofrio, PowerOne Capital, and renowned explorer Shawn Ryan, the company has delineated a substantial 3 million ounce gold resource at its flagship Golden Saddle deposit, representing the highest-grade open-pit resource in the...

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

Our previous interview: https://www.cruxinvestor.com/posts/hawk-resources-asxhwk-new-exploration-model-revitalises-historic-utah-mining-district-6860

Recording date: 12th November 2025

Hawk Resources (ASX:HWK) is preparing to drill its flagship Cactus copper-gold project in Utah this December, targeting five high-priority prospects in a historically productive mining district. Managing Director Scott Caithness recently outlined the company's systematic exploration approach and the multiple pathways to value creation at this advanced-stage project.

The Cactus district boasts an impressive mining heritage, with the original mine operating between 1905 and 1920, producing 1.3 million tons at 2...

Interview with Hayden Locke, CEO & Jose Antonio Merino, CFO of Marimaca Copper

Our previous interview: https://www.cruxinvestor.com/posts/marimaca-copper-tsxmari-industry-leading-economics-meet-growth-potential-7830

Recording date: 10th November 2025

Marimaca Copper has secured environmental approval for its oxide copper project in northern Chile, marking a significant milestone that positions the company to break ground by the end of Q1 2026. The approval, granted through Chile's Declaration of Environmental Impact (DIA) pathway, represents years of strategic planning and proactive stakeholder engagement that distinguished the company's approach from typical mining development.

The DIA approval followed submission of a...

Recording date: 4th November 2025

The gold mining sector demonstrated extraordinary financial performance in Q3 2025, with gold stabilizing near $4,000 per ounce and silver between $47-49 after a recent $300 pullback. Major producers generated unprecedented free cash flow despite market volatility, positioning the sector for sustained growth.

Agnico Eagle Mines produced exceptional results with $3 billion in revenue and 66% gross margins, generating $1.2 billion in free cash flow at all-in sustaining costs of $1,400 per ounce. At current gold prices, this translates to approximately $17-18 million in daily free cash flow. Newmont Corporation similarly posted strong performance with $8 billion in revenue...

Recording date: 17th October 2025

Jeff Phillips has spent three decades navigating the volatile junior resource sector, developing an investment philosophy he describes as "parental supervision" rather than traditional activism. His approach involves taking substantial positions of 4-10% ownership in carefully selected companies and providing strategic guidance on capital raising, shareholder composition, and development milestones.

Central to Phillips's strategy is maintaining a concentrated portfolio of just 10-14 meaningful positions across different commodities and exploration models. He argues that excessive diversification—he cites investors holding 97 or more junior resource stocks—makes portfolio management impossible and dilutes the impa...

Interview with Rudi Deysel, Board MD & CEO OF West Wits Mining

Our previous interview: https://www.cruxinvestor.com/posts/west-wits-mining-asxwwi-gold-producer-doubles-npv-to-500m-with-81-irr-in-updated-dfs-7533

Recording date: 30th October 2025

West Wits Mining (ASX:WWI) has successfully transitioned from project developer to gold producer, achieving a significant milestone on October 14, 2025, with its first underground ore production in South Africa's renowned Witwatersrand Basin. Managing Director and CEO Rudi Deysel confirmed that following a three-month mobilization period beginning in July, the company completed its first physical blast and ore transport from the mine.

The project's unique structure...

Interview with Niël Pretorius, CEO of DRDGOLD Ltd.

Our previous interview: https://www.cruxinvestor.com/posts/gold-strategic-vision-vs-market-hype-how-mining-leaders-navigate-cycles-7468

Recording date: 29th October 2025

DRDGOLD represents an unusual opportunity in the gold sector—a company that has paid dividends for 18 consecutive years without interruption, maintained a debt-free balance sheet through multiple commodity cycles, and is currently funding a transformative expansion entirely from operating cash flows. For investors seeking gold exposure through operational discipline rather than exploration speculation, DRDGOLD's business model warrants serious attention.

The Johannesburg-based company, listed on both the JSE and NYSE wit...

Interview with Gord Glenn, President & CEO of Minnova Corp.

Our previous interview: https://www.cruxinvestor.com/posts/minnova-mci-planning-price-pace-potential-partners-1103

Recording date: 28th October 2025

Minnova Corp (TSXV:MCI) presents a distinctive investment opportunity in the junior gold development space, combining near-term production potential with substantial infrastructure advantages and exceptional leverage to elevated gold prices. The company is advancing the past-producing PL Gold Mine in northern Manitoba toward production by late 2027 or early 2028, following a strategic pivot from underground to open-pit mining that transforms the project's risk-return profile.

The company's most significant competitive advantage...

Interview with Nicholas Holthouse, MD & CEO, and Peter Ruse, Head of Corporate Development, Mont Royal Resources

Recording date: 21st October 2025

Mont Royal Resources (ASX:MRZ) is preparing to list on the Australian Securities Exchange on 5th November 2025, following its merger with Commerce Resources. The combined entity brings together North America's largest undeveloped rare earth deposit - the Ashram project in Quebec, Canada—with experienced management and a clear development strategy aimed at capitalizing on unprecedented Western government support for critical minerals.

The Ashram deposit contains nearly 200 million tons of resource grading approximately 2% total ra...

Interview with Paul Ténière, CEO, Lafleur Minerals

Our previous interview: https://www.cruxinvestor.com/posts/lafleur-minerals-cselflr-swanson-expansion-targets-500k1m-oz-resource-in-quebec-gold-camp-8112

Recording date: 28th October 2025

Lafleur Minerals is positioning itself for gold production within 12 months through the strategic integration of its Swanson deposit with the fully-owned Beacon Gold Mill in Quebec. CEO Paul Ténière outlined the company's comprehensive development plan during a detailed discussion, emphasizing how existing infrastructure and historical data are being leveraged to accelerate the path to production.

The company is targeting completion of a preliminary economic assessment by D...

Interview with Michael Gentile, Investor

Recording date: 6th October 2025

Michael Gentile, a strategic investor with 25 years of institutional money management experience, is conducting a five-city European roadshow featuring six of his largest portfolio investments. The tour through London, Paris, Geneva, Zurich, and Frankfurt comes at a pivotal moment—gold prices are reaching new highs while institutional appetite for precious metals equities returns after years of dormancy.

Gentile's investment approach centers on contrarian positioning in the junior mining sector. His gold thesis, established during the 2018 downturn, was built on concerns about unsustainable government debt le...

Interview with Craig Jones, Managing Director & CEO of Perseus Mining

Our previous interview: https://www.cruxinvestor.com/posts/perseus-mining-asxpru-record-financial-results-capital-returns-7829

Recording date: 27th October 2025

Perseus Mining has embarked on a new leadership chapter with Craig Jones assuming the managing director and CEO role, bringing 15 years of operational and capital project expertise from Newcrest Mining to guide the African-focused gold producer through an ambitious expansion phase.

Jones outlined a strategy centered on operational continuity rather than radical change. The focus remains squarely on delivering Perseus's five-year growth plan, which encompasses three key pillars...

Interview with Kevin Bailey, Executive Chairman & CEO of Po Valley Energy

Recording date: 27th October 2025

Po Valley Energy, a $60 million Australian-listed natural gas producer operating in northern Italy's Po Valley basin, represents a compelling investment case built on immediate cash generation, visible production growth, and alignment with Europe's energy security priorities. With a single well currently producing and plans to drill multiple additional wells over the next two years, the company offers exposure to premium European gas pricing in a geopolitically strategic market.

The company's sole producing asset, the Podere Maiar well in...