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.
Northisle Copper & Gold (TSXV:NCX) - "District-Scale Is The Prize"
Interview with Sam Lee, CEO, Northisle Copper & Gold
Our previous interview: https://www.cruxinvestor.com/posts/northisle-copper-gold-tsxvncx-2b-npv-project-signals-significant-value-gap-at-current-prices-7271
Recording date: 11th September 2025
Northisle Copper & Gold has positioned itself as a compelling copper-gold investment opportunity following a transformational $40 million equity financing that marked the company's entry into institutional investment circles. The financing attracted nine institutional investors, with seven being completely new to the Northisle story, while Wheaton Precious Metals provided strategic backing through an unusual equity investment rather than their typical streaming arrangement.
The company's preliminary economic assessment demonstrates robust project economics...
Fury Gold Mines (TSX:FURY) - Diversified Assets, Recent PEA & Toll Milling Optionality Drive Upside
Interview with Tim Clark, CEO, Fury Gold Mines
Our previous interview: https://www.cruxinvestor.com/posts/fury-gold-mines-tsxfury-multi-asset-canadian-high-grade-gold-explorer-with-strong-financials-5957
Recording date: 11th September 2025
Fury Gold Mines has emerged as a compelling investment opportunity in the junior gold mining sector, presenting multiple pathways to value creation through its high-grade Eau Claire resource in Quebec and diversified portfolio approach. The company's recently released preliminary economic assessment demonstrates robust standalone economics with a $554 million net present value and 41% internal rate of return, based on conservative $2,400 gold pricing.
What sets Fury apart from typical junior miners is...
TriStar Gold (TSXV:TSG) - Legal Resolution Could Unlock $100M in Shareholder Value
Interview with Nick Appleyard, President & CEO of TriStar Gold Inc.
Our previous interview:
Recording date: 11th September 2025
TriStar Gold Corporation represents a compelling high-risk, high-reward investment opportunity centered on the exceptional economics of its Castelo de Sonhos gold project in Brazil's Pará state. The project's fundamentals are outstanding, containing 1.4 million ounces of probable gold reserves that generate a post-tax net present value of $1.4 billion at conservative $3,200 per ounce gold assumptions. This creates a remarkable valuation disconnect with TriStar's current market capitalization of approximately $55 million.
The investment thesis is built on the p...
New Found Gold (TSXV:NFG) - Former Premier Joins Build Team
Interview with Keith Boyle, CEO of New Found Gold Corp.
Our previous interview: https://www.cruxinvestor.com/posts/new-found-golds-strategic-maritime-resources-acquisition-building-canadas-next-gold-producer
Recording date: 15th September 2025
New Found Gold Corp. has strategically strengthened its leadership team with three key appointments that position the company for its transition from developer to producer following the Maritime Resources acquisition. The headline appointment sees Dr. Andrew Furey, former Premier of Newfoundland and Labrador, joining the board of directors, bringing unparalleled political connections and regulatory expertise to guide operations in the province where both Hammerdown and Queensway projects are located. CEO...
Gold Bull Market Enters New Phase as Cash-Rich Producers Shift to Growth Mode
Recording date: 12th September 2025
The precious metals mining sector is experiencing a fundamental transformation as institutional capital floods into gold equities and junior exploration companies secure financing levels unseen in over a decade. Olive Resource Capital, reporting their strongest performance since inception, exemplifies the sector's momentum with exceptional returns through traditionally challenging summer months.
Junior mining companies now routinely raise $20-30 million compared to historical norms of $3-4 million, enabling drilling programs of 100,000+ meters annually versus previous budgets limited to 5,000 meters. This capital influx positions well-funded exploration companies to potentially transform million-ounce discoveries into tier-one...
Northern Superior Resources (TSXV:SUP) - Drilling Positions Chibougamau as Next Global Gold Camp
Interview with Simon Marcotte, CEO, Northern Superior Resources
Our previous interview: https://www.cruxinvestor.com/posts/northern-superior-resources-tsxvsup-consolidating-canadas-next-major-gold-camp-7570
Recording date: 10th September 2025
Northern Superior Resources is positioning itself at the forefront of what CEO Simon Marcotte believes will be a historic transformation in the gold sector, driven by both macroeconomic forces and strategic asset consolidation in Quebec's emerging Chibougamau Gold Camp.
Marcotte presents a compelling case for gold reaching $30,000 per ounce, based on debt-to-gold reserve ratio analysis comparing current conditions to the 1970s currency reset. His framework suggests that to match 1970s...
Cassiar Gold (TSXV:GLDC) - Updated 2.3M Oz Project Fast-Tracked by Existing Infrastructure
Interview with Marco Roque, President & CEO of Cassiar Gold Corp.
Our previous interview: https://www.cruxinvestor.com/posts/cassiar-gold-tsxvgldc-dual-strategy-drives-growth-to-234moz-eyes-5moz-target-7293
Recording date: 11th September 2025
Cassiar Gold Corporation represents a unique investment opportunity in the current elevated gold market environment, combining substantial existing resources with rare infrastructure advantages that position the company for accelerated development timelines. With gold prices above $3,600 per ounce, the company's 59,000-hectare flagship project in northern British Columbia offers investors exposure to both immediate development potential and significant exploration upside.
The project's resource inventory of 2.3 million ounces provides...
Santacruz Silver (TSXV:SCZ) - Strong Cash Generation Funds Debt-Free Growth
Interview with Arturo Préstamo Elizondo, Executive Chairman & CEO of Santacruz Silver Mining Ltd.
Our previous interview: https://www.cruxinvestor.com/posts/santacruz-silver-tsxvscz-q1-revenue-hits-70m-as-turnaround-plan-delivers-results-7297
Recording date: 11th September 2025
Santacruz Silver Mining represents a compelling investment opportunity for investors seeking exposure to a financially disciplined silver producer with strong fundamentals and clear growth catalysts. The company has successfully completed a strategic financial restructuring that positions it as one of the cleanest balance sheet stories in the precious metals sector.
The company's financial transformation is remarkable. Santacruz has completely eliminated its acquisition-related d...
P2 Gold (TSXV:PGLD) - Direct-to-Feasibility Strategy Accelerates Nevada Gold Development
Interview with Joseph Ovsenek, President & CEO of P2 Gold Inc.
Our previous interview: https://www.cruxinvestor.com/posts/p2-gold-inc-tsxvpgld-35moz-project-advances-on-metallurgical-breakthrough-7826
Recording date: 11th September 2025
P2 Gold presents one of the most compelling value propositions in the current gold mining sector, offering investors exposure to a high-quality Nevada development project with exceptional economics and experienced management execution capabilities. The company's Gabbs project demonstrates robust financial metrics that appear significantly disconnected from its current market valuation, creating a substantial opportunity for value recognition and appreciation.
The project's preliminary assessment reveals impressive economics...
Tether Assumes 33% Stake in Transformational Royalty Merger of EMX Royalty & Elemental Altus
Interview with Dave Cole, CEO, EMX Royalty & Fred Bell, CEO, Elemental Altus Royalty
Recording date: 10th September 2025
EMX Royalty Corporation and Elemental Altus Royalty Corporation have announced a transformational merger that will create a mid-tier royalty company with substantial scale and institutional backing. The combined entity will operate 16 producing assets alongside over 180 additional royalty exposures across diversified global jurisdictions, positioning it as a significant player in the royalty sector.
The transaction's cornerstone feature is Tether's strategic investment, with the digital asset company becoming a 33% shareholder while contributing $100 million at closing. This backing addresses...
Greenheart Gold (TSXV:GHRT) – Proven Explorer Accelerates Guyana Shield Drilling for Major Discovery
Interview with Justin van der Toorn , CEO of Greenheart Gold
Our previous interview: https://www.cruxinvestor.com/posts/greenheart-gold-tsxvghrt-advancing-multi-project-portfolio-7557
Recording date: 10th September 2025
Greenheart Gold is an emerging junior gold explorer with a robust management pedigree, led by CEO Justin van der Toorn whose success at Reunion Gold lends credibility to the company’s strategic approach. The company operates five greenfield gold projects in the highly prospective Guyana Shield region—two in Guyana and three in Suriname—deliberately focusing on unexplored targets. Rigorous evaluation and financial discipline underpin their model, with each project subjec...
Generation Mining (TSX:GENM) - Marathon Project Shovel-Ready with $1B NPV
Interview with Jamie Levy, CEO, Generation Mining
Our previous interview: https://www.cruxinvestor.com/posts/generation-mining-tsxgenm-advancing-its-robust-copper-palladium-project-in-ontario-5071
Recording date: 10th September 2025
Generation Mining Limited has positioned itself as a leading shovel-ready critical metals developer with its Marathon Project in Northern Ontario, targeting annual production of 160,000 ounces of platinum and 42 million pounds of copper alongside additional precious metals byproducts.
The Marathon Project represents one of the few permitted critical metals developments in a tier-one jurisdiction, having secured all final regulatory approvals in 2024. This regulatory clearance eliminates a major development risk that continues to...
Revival Gold (TSXV:RVG) - Dual-Asset Strategy Offers Near-Term Production & Long Term Upside
Interview with Hugh Agro, CEO & John Meyer, VP of Engineering, Revival Gold
Our previous interview: https://www.cruxinvestor.com/posts/revival-gold-tsxvrvg-secures-c29m-strategic-financing-for-us-gold-projects-7558
Recording date: 10th September 2025
Revival Gold Inc. has emerged as a compelling gold development story through strategic asset assembly and institutional validation, positioning itself with one of the largest portfolios of development projects in the western United States. Led by CEO Hugh Agro and VP of Engineering John Meyer, the company controls 6 million ounces of resources across two primary assets: the flagship Mercur project in Utah and the larger Beartrack-Arnett project...
Yukon Metals (CSE:YMC) - Targeting Class 3 Permits To Unlock 10-Year, Large-Scale Drilling Capacity
Interview with Rory Quinn, President & CEO of Yukon Metals
Our previous interview: https://www.cruxinvestor.com/posts/yukon-metals-cseymc-launching-major-drill-program-in-2025-7124
Recording date: 10th September 2025
Yukon Metals Corporation (CSE:YMC) represents a compelling early-stage copper and gold exploration opportunity positioned to capitalize on favorable market conditions and strong preliminary drilling results across three strategic properties in Canada's Yukon Territory.
The company's flagship Birch project has delivered encouraging validation of its geological model, with scarn mineralization encountered in every drill hole across a substantial 750-meter strike length. The consistency of this mineralization is particularly...
Rio2 (TSX:RIO) Approaching January 2026 Production, Targeting 20,000TPD Ramp-Up
Interview with Andrew Cox, President & CEO of Rio2 Ltd.
Our previous interview: https://www.cruxinvestor.com/posts/from-mega-mines-to-lean-machines-rio2-ltd-vista-golds-blueprint-for-fast-track-gold-production-7298
Recording date: 10th September 2025
Rio2 Limited presents a compelling investment opportunity as one of the few genuine new gold producers emerging in a market increasingly characterized by consolidation rather than organic growth. The company's Fenix Gold project in Chile is approaching first production in January 2026, positioned to capitalize on record-high gold prices exceeding $3,600 per ounce—more than double the $1,800 assumptions used in the original feasibility study.
The project demonstrates exceptional execution discipline un...
i-80 Gold (TSX:IAU) - Meet the Team - Tyler Hill
Interview with Tyler Hill, Vice President of Geology, i-80 Gold
Our previous interview: https://www.cruxinvestor.com/posts/i-80-gold-tsxiau-14m-oz-resource-base-targets-mid-tier-producer-status-7786
Recording date: 9th September 2025
i-80 Gold is systematically advancing five Northern Nevada gold projects toward production through extensive drilling campaigns and feasibility studies, with completion targets set for Q1 2026 and Q1 2027. The company operates three high-grade underground mines (Granite Creek, Cove, Ruby Hills) and two oxide open pit projects under a strategic hub-and-spoke processing model.
The company has demonstrated significant commitment to resource definition through comprehensive drilling programs. At Cove...
Exploits Discovery (CSE:NFLD) - New Found Gold Deal Unlocks $10M+ Treasury Value
Interview with Jeff Swinoga, President & CEO, Exploits DiscoveryÂ
Our previous interview: https://www.cruxinvestor.com/posts/inside-exploits-discoverys-csenfld-new-growth-strategy-4m-cash-680k-oz-gold-3-provinces-7217
Recording date: 9th September 2025
Exploits Discovery Corp. has completed a remarkable strategic repositioning that transforms the company from a resource-light Newfoundland explorer into a diversified Canadian gold company with substantial assets and compelling valuation metrics. The transformation positions the junior miner to capitalize on the current favorable gold price environment, with gold reaching $3,600 per ounce.
The cornerstone of this transformation was the strategic sale of Newfoundland assets to New Found Gold f...
Kodiak Copper (TSXV:KDK) - Q4 2025 Resource Estimate Will Mark Critical Inflection Point
Interview with Claudia Tornquist, CEO & Chris Taylor, Chairman of Kodiak Copper
Our previous interview: https://www.cruxinvestor.com/posts/kodiak-copper-tsxvkdk-maiden-resource-reveals-300m-tonnes-at-bc-copper-project-7337
Recording date: 9th September 2025
Kodiak Copper Corp is positioned for a significant catalyst with its maiden resource estimate due in Q4 2025, marking a crucial inflection point for the copper-gold porphyry explorer. Led by President and CEO Claudia Tornquist with Chairman Chris Taylor, the company has systematically consolidated a mining district in southern British Columbia through six years of disciplined exploration, completing 90,000 meters of drilling across seven mineralized zones.
The initial...
Banyan Gold (TSXV:BYN) - High-Grade Explorer Attracts M&A Interest With 7.6M Oz Total Resource
Interview with Tara Christie, President and CEO of Banyan Gold
Our previous interview: https://www.cruxinvestor.com/posts/banyan-gold-tsxvbyn-7moz-gold-project-getting-bigger-with-higher-grades-6661
Recording date: 9th September 2025
Banyan Gold Corp has successfully repositioned its AurMac project from a bulk tonnage operation into a high-grade gold deposit that's attracting serious institutional attention and potential acquisition interest. The Canadian gold explorer recently updated its mineral resource to 2.2 million ounces indicated and 5.4 million inferred, but the critical development lies in grade enhancement—4.55 million ounces at close to one gram per tonne represents a fundamental shift in the project's economic pr...
Lotus Resources (ASX:LOT) - Kayelekera Restart Targets 2.4M lbs Uranium in 2026
Interview with Greg Bittar, Managing Director of Lotus Resources
Our previous interview:
Recording date: 10th September 2025
Lotus Resources presents a compelling uranium investment opportunity as one of the few companies to successfully restart production in a supply-constrained market. The company has demonstrated operational excellence by bringing the Kayelekera mine in Malawi back online after a decade-long closure, targeting steady-state production of 2.4 million pounds annually by 2026.
The investment thesis centers on strategic market positioning during a critical industry inflection point. As Managing Director Greg Bittar emphasized, "This is no longer a demand...
Mogotes Metals (TSXV:MOG) $26M Treasury Funds Drilling in One of World's Largest Copper Discoveries
Interview with Allen Sabet, CEO of Mogotes Metals Inc.
Our previous interview: https://www.cruxinvestor.com/posts/mogotes-metals-tsxv-mog-explorer-targets-copper-gold-next-to-bhps-45b-acquisition-6947
Recording date: 10th September 2025
Mogotes Metals represents a compelling copper exploration opportunity positioned at the epicenter of Argentina's Vicuña district, home to the most significant copper discoveries of the past three decades. The company's strategic land package sits directly adjacent to Filo del Sol, representing the largest copper discovery in 30 years, within a district that has generated approximately billions worth of combined discovery value through neighboring properties controlled by industry giants BHP and L...
Kingsmen Resources (TSXV:KNG) Targets 200+ Moz Silver Equivalent in Consolidated Mexican Assets
Interview with Scott Emerson, President & CEO, and Kieran Downes, Director of Kingsmen Resources
Recording date: 5th September 2025
Kingsmen Resources presents a compelling investment opportunity in Mexico's precious metals sector through its systematic consolidation of historic mining districts and disciplined approach to exploration financing. The company has assembled two significant projects in Chihuahua's renowned Parral district, targeting areas with established production history and modern expansion potential.
The flagship Las Coloradas project centers on a mine that operated from 1944 to 1952, producing high-grade silver-lead-zinc mineralization averaging 600-800 grams per tonne. Through methodical claim assembly, Kingsmen has...
Americas Gold & Silver (TSX:USA) - Silver & Antimony Restart Funded to Production
Interview with Paul Huet, CEO & Oliver Turner, Corporate Development, Americas Gold & Silver
Our previous interview: https://www.cruxinvestor.com/posts/americas-gold-silver-tsxusa-push-to-restore-historic-galena-mine-7106
Recording date: 8th September 2025
Americas Gold & Silver Corporation is experiencing a dramatic operational renaissance under CEO Paul Huet's leadership, successfully implementing longhole mining techniques at its century-old Galena mine in Idaho for the first time in two decades. This achievement represents the cornerstone of a comprehensive transformation strategy that has already delivered significant productivity improvements and positioned the company for substantial growth.
The company has secured $100 million in debt financing...
Bravo Mining (TSXV:BRVO) Double Grades and Resource Up to 236 Million Tons in Tier-One PGM Deposit
Interview with Luis Azevedo, Chairman & CEO of Bravo Mining Corp.
Our previous interview: https://www.cruxinvestor.com/posts/bravo-mining-tsxvbrvo-triple-growth-in-resources-accelerates-the-next-phases-for-luanga-project-6814
Recording date: 9th September 2025
Bravo Mining Company presents a compelling investment opportunity in the platinum group metals sector, combining tier-one asset quality with favorable market timing as global PGM fundamentals shift in favor of new producers. The company's flagship Luanga deposit in Brazil's Carajas region has emerged as one of the world's premier undeveloped PGM assets following dramatic resource expansion and robust preliminary economic assessment results.
The investment thesis centers on exceptional...
Ridgeline Minerals (TSXV:RDG) - Carried Interest to Production Without Funding Risk
Interview with Chad Peters, President and CEO, Ridgeline Minerals
Our previous interview: https://www.cruxinvestor.com/posts/ridgeline-minerals-tsxvrdg-major-backed-explorer-kicks-off-11m-drilling-7014
Recording date: 9th September 2025
Ridgeline Minerals Corporation has established itself as a compelling case study in modern mineral exploration through its innovative hybrid business model that addresses critical funding challenges facing junior mining companies. The Nevada-focused explorer combines traditional project ownership with strategic partnerships, creating significant leverage opportunities while minimizing dilution risks for shareholders.
Under the leadership of President and CEO Chad Peters, Ridgeline operates what he describes as a "hybrid explorer"...
Amex Exploration (TSXV:AMX) Near-Term Gold Producer Targets 2028 Production with More Share Support
Interview with Victor Cantore, President & CEO of Amex Exploration Inc.
Our previous interview: https://www.cruxinvestor.com/posts/amex-exploration-tsxvamx-resource-boost-sets-stage-for-near-term-production-new-pea-imminent-7186
Recording date: 9th September 2025
Amex Exploration represents a rare opportunity in the gold mining sector, combining exceptional resource quality with strategic execution to create a compelling near-term production story. Under CEO Victor Cantore's leadership, the company has successfully transitioned from pure exploration to a development-stage opportunity with clear pathways to cash flow generation and minimal traditional mining risks.
The investment case centers on the world-class Champagne Zone, containing 831,000 ounces of measured and...
Power Metallic (TSXV:PNPN) - Aggressive Drilling and Land Expansion Fuel Growth Potential
Interview with Terry Lynch, CEO of Power Metallic Mines
Our previous interview: https://www.cruxinvestor.com/posts/power-metallics-tsxvpnpn-breakthrough-drill-hits-may-reinforce-nisks-world-class-trajectory-7232
Recording date: 9th September 2025
Power Metallic Mines presents a compelling investment opportunity in the critical minerals sector, having delivered exceptional performance while developing one of the world's highest-grade polymetallic discoveries. The company achieved recognition as Canada's top-performing mining stock over the past year, with shares tripling in value during a challenging market environment that saw broader mining sector sentiment remain subdued.
The company's flagship NISK project in Quebec represents a world-class discovery containing...
Serabi Gold (LSE:SRB) - 300% Share Price Surge Underscores Brazil-Focused Growth Strategy
Interview with Michael Hodgson, CEO of Serabi Gold PLC
Our previous interview: https://www.cruxinvestor.com/posts/serabi-gold-lsesrb-meet-the-team-marcus-brewster-7879
Recording date: 9th September 2025
Serabi Gold presents a compelling investment opportunity in the specialized Brazilian underground gold mining sector, combining exceptional recent performance with ambitious yet achievable growth targets. The London-listed company has delivered remarkable returns to shareholders, with its share price surging from approximately ÂŁ0.60 to ÂŁ2.40 over the past year, representing nearly 300% appreciation as management successfully executes operational improvements in a favorable gold market environment.
The company operates as Brazil's premier underground gold mi...
Magna Mining (TSXV:NICU) - Permits, Cash and Polymetallic Grades Set Stage for Rapid Growth
Interview with Jason Jessup, CEO, Magna Mining
Our previous interview: https://www.cruxinvestor.com/posts/magna-mining-tsxvnicu-delivers-strong-first-month-operation-with-790000-lbs-cueq-production-7237
Recording date: 8th September 2025
Magna Mining has positioned itself as a standout opportunity in the junior mining sector following a successful $45 million financing and exceptional drilling results at its Levack mine in Ontario's Sudbury district. The company's recent exploration success has uncovered grades of 29% copper and 53 grams per tonne of precious metals, mirroring characteristics of the historic Morrison deposit that previously drove FNX Mining's share price from $3.50 to $39 per share.
CEO Jason Jessup brings...
Alkane Resources (ASX:ALK) - Post-Merger Gold Producer Targets 180k AuEq Ounces
Interview with Nic Earner, Managing Director & CEO, Alkane Resources
Our previous interview: https://www.cruxinvestor.com/posts/alkane-resources-asxalk-mid-tier-producer-born-from-strategic-mandalay-resources-merger-7637
Recording date: 8th September 2025
Alkane Resources has successfully completed its merger with Mandalay Resources, creating a debt-free gold producer targeting 160-175,000 ounces annually across three strategic mining jurisdictions. The combined entity operates mines in Australia (Tomingley & Costerfield), and Sweden (Björkdal), providing investors with geographic diversification and operational risk mitigation in an increasingly volatile global environment.
The company has eliminated its Macquarie debt facility while allocating over $80 million toward growth capital and exploration p...
Stardust Power (NASDAQ:SDST) - Oklahoma Developer Targets 50,000-Ton Lithium Refinery
Interview with Roshan Pujari, Founder & CEO, Stardust Power
Recording date: 8th September 2025
Stardust Power is developing what could become one of America's largest lithium refineries, targeting a massive supply chain gap that represents both national security vulnerability and generational investment opportunity. The Oklahoma-based facility aims to produce 50,000 metric tons of battery-grade lithium carbonate annually when the entire United States currently produces only 20,000 tons.
Founded by seasoned entrepreneur Roshan Pujari, who previously established boutique investment firm Vikasa Capital, Stardust identified processing as the critical bottleneck in lithium supply chains. "We really saw that the...
Denison Mines (TSX:DML) $345M Funding Secured as Uranium Production Nears 2028 Start
Interview with David Cates, President & CEO of Denison Mines
Our previous interview: https://www.cruxinvestor.com/posts/denison-mines-tsxdml-first-in-situ-uranium-mine-in-canada-on-track-for-2028-production-6825
Recording date: 4th September 2025
Denison Mines Corporation (TSX:DML) represents a compelling uranium investment opportunity positioned at the intersection of accelerating nuclear demand and persistent supply constraints. The company stands out as one of the few developers with clear visibility to near-term production through its advanced Wheeler River Phoenix project in Saskatchewan's prolific Athabasca Basin.
Phoenix has reached critical development milestones with regulatory panel hearings scheduled for October-December 2025 and expected decisions within 90...
Premier American Uranium (TSXV:PUR) Advances Towards PEA Studies for 23.5 Mlbs Uranium Resource
Interview with Colin Healey, CEO of Premier American Uranium Inc.
Our previous interview: https://www.cruxinvestor.com/posts/why-does-premier-american-uranium-nuclear-fuels-merger-make-sense-7518
Recording date: 3rd September 2025
Premier American Uranium (TSXV: PUR) presents a compelling investment opportunity as the uranium sector experiences unprecedented institutional adoption driven by artificial intelligence energy demands and climate commitments. The company is executing a transformational acquisition of Nuclear Fuels that will establish Premier as one of Wyoming's most active uranium drilling operations while expanding its portfolio to 12 projects across five historic uranium-producing states.
The Nuclear Fuels acquisition, which received 95% shareholder...
Bannerman Energy (ASX:BMN) - Two Offtake Agreements Secure 1M lbs Uranium Ahead of 2029 Launch
 Interview with Gavin Chamberlain, CEO & Olga Skorlyakova, VP (Market Strategy) of Bannerman Energy
Our previous interview: https://www.cruxinvestor.com/posts/bottoms-in-uranium-inflection-point-signals-decade-of-growth-ahead-7039
Recording date: 5th Septemper 2025
Bannerman Energy has emerged as a leading greenfield uranium developer, demonstrating disciplined execution at its Namibian project while securing crucial commercial validation through recent offtake agreements. The company's systematic approach positions it advantageously in a uranium sector experiencing persistent supply constraints and execution challenges among producers.
Since March 2025, Bannerman has achieved significant construction milestones, completing critical infrastructure including water systems, roads, and on-site power connections t...
Vizsla Silver (TSX:VZLA) $220 Million Financing, 43% Resource Increase at High-Grade Copala Deposit
Interview with Jesus Velador, VP Exploration of Vizsla Silver
Our previous interview: https://www.cruxinvestor.com/posts/silver-markets-industrial-demand-monetary-drivers-7530
Recording date: 5th September 2025
Vizsla Silver Corporation presents a compelling investment opportunity combining immediate production potential with exceptional exploration upside within Mexico's premier silver district. The company has achieved critical milestones that position it advantageously within the silver sector's favorable macroeconomic backdrop.
The $220 million project financing package eliminates execution risk while providing sufficient capital to advance the Panuco project into production. This institutional backing validates both project economics and management capabilities, with test...
Ur-Energy (AMEX:URG) - New Leadership Takes Helm at Active US Uranium Producer
Interview with Matthew Gili, President of Ur-Energy Ltd
Our previous interview: https://www.cruxinvestor.com/posts/slow-supply-fast-demand-uraniums-new-investment-reality-7136
Recording date: 5th September 2025
Ur-Energy has emerged as a standout performer in the uranium sector under new leadership, positioning itself as one of the few active US producers during a critical market recovery period. The company recently appointed Matthew Gili as president, bringing over three decades of large-scale mining operations experience from industry leaders including Rio Tinto and Barrick Gold.
Gili's appointment represents a strategic inflection point for the Wyoming-based producer. Despite lacking uranium-specific...
Cadence Minerals (LSE:KDNC) - Azteca Restart & Strategic Path to $1.97B Asset
Interview with Kiran Morzaria, CEO, Cadence Minerals
Recording date: 5th September, 2025
Cadence Minerals presents one of the mining sector's most compelling valuation disconnects, trading at a £10 million market capitalization while holding 35% ownership in Brazil's Amapá iron ore project valued at $1.97 billion NPV. The AIM-listed diversified investment company operates what may be one of the most undervalued mining assets in the current market.
The Amapá project stands apart through its fully integrated infrastructure, encompassing mine, railway concession, and port facilities under single ownership. This rare configuration enables the company to target production of 5.5 million ton...
Thor Exploration (LSE:THX) - Nigerian Pioneer Preps 1.8M oz Senegal Gold Project for Q4 PFS
Interview with Segun Lawson, CEO of Thor Explorations Ltd.
Our previous interview: https://www.cruxinvestor.com/posts/thor-explorations-lsethx-surging-cash-flow-debt-paydown-and-exploration-upside-for-2024-5141
Recording date: 5th September 2025
Thor Exploration (LSE:THX) has emerged as a compelling West African gold story, operating Nigeria's first large-scale commercial gold mine while building a multi-jurisdictional portfolio across the region. The company's Segilola mine produces approximately 85,000 ounces annually with industry-leading 93% recovery rates, positioning it among the lowest-cost producers globally.
The Nigerian operation currently faces a strategic inflection point as management evaluates the optimal transition from open-pit to underground mining. Recent...
Canyon Resources (ASX:CAY) - Fast-Tracking World's Largest High-Grade Bauxite Development
Interview with Peter Secker, CEO of Canyon Resources
Recording date: 5th September 2025
Canyon Resources (ASX:CAY) is positioning itself as a major force in the global bauxite market through the rapid development of the Minim Martap project in Cameroon. The company owns what CEO Peter Secker describes as "the largest highest grade undeveloped bauxite deposit in the world," containing 1.1 billion tons of reserves grading 51% alumina with less than 2% silica.
The deposit's exceptional quality commands significant pricing premiums over industry standards. Guinea bauxite typically grades 40-45% alumina with 3-4% silica, giving Canyon a substantial...
GR Silver Mining (TSXV:GRSL) - High-Grade Silver Strike Opens Up Expansion Potential
Interview with Marcio Fonseca, CEO of GR Silver Mining Ltd.
Our previous interview: https://www.cruxinvestor.com/posts/gr-silver-mining-tsxvgrsl-138m-raise-powers-near-term-revenue-plan-7713
Recording date: 5th September 2025
GR Silver Mining Ltd. (TSXV: GRSL) has delivered a breakthrough discovery at its San Marcial project in Sinaloa, Mexico, with drill hole SMS25-09 intersecting 75 meters at 293 g/t silver equivalent, including a bonanza-grade core of 6.4 meters at 1,915 g/t AgEq. The results extend high-grade mineralization 100 meters below the current resource area, confirming continuity of what appears to be a large, well-preserved epithermal silver system.
The discovery...
