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.
i-80 Gold (TSX:IAU) - From 50K to 600K oz Annually in Nevada Miner's Six-Year Transformation
Interview with Richard Young, CEO, i-80 Gold
Our previous interview: https://www.cruxinvestor.com/posts/i-80-gold-tsxiau-production-path-to-200000-ounces-8586
Recording date: 16th January 2026
Nevada-based i-80 Gold is executing an ambitious three-phase development plan to transform from a small producer into a mid-tier gold company, targeting production growth from under 50,000 ounces annually to over 600,000 ounces within six years. All five projects are brownfield developments at historic Nevada mines, offering reduced execution risk through existing permits and infrastructure.
The company delivered five preliminary economic assessments in Q1 2025 and has raised approximately $300 million toward a...
IsoEnergy (TSX:ISO) Production Advancement with Exploration Upside Commencing Winter Drill Program
Interview with Philip Williams, Director & CEO of IsoEnergy Ltd.
Our previous interview: https://www.cruxinvestor.com/posts/isoenergy-tsxiso-multi-jurisdictional-uranium-portfolio-8580
Recording date: 15th January 2026
IsoEnergy Ltd. (TSX:ISO) differentiates within the uranium sector through near-term production advancement at the Tony M project in Utah while maintaining exposure to ultra-high-grade exploration upside at the Hurricane deposit in Saskatchewan's Athabasca Basin. The company has commenced bulk sampling operations at Tony M, extracting approximately 2,000 tons of material for processing at the White Mesa Mill. This program validates three critical decision criteria for full-scale production restart: current operating costs...
Canada Nickel (TSXV:CNC) - Government Fast-Track Targets 2026 Construction Decision for Crawford
Interview with Mark Selby, CEO of Canada Nickel
Our previous interview:Â https://www.cruxinvestor.com/posts/canada-nickel-tsxvcnc-major-projects-office-fast-tracks-crawford-build-8552
Recording date: 14th January 2026
Canada Nickel has achieved critical milestones positioning its Crawford nickel sulfide project for a construction decision by year-end 2026, securing both federal Major Projects Office designation in November 2025 and Ontario's "one project, one process" fast-track permitting status on January 13, 2026. These designations reflect coordinated government commitment to establishing domestic critical mineral supply chains independent of Chinese influence.
The company has transformed the Timmins region into the world's largest nickel sulfide district, expanding f...
Energy Fuels (NYSE:UUUU) - America's Critical Minerals Champion: 2025's Best Uranium Stock Returns
Interview with Mark Chalmers, President & CEO of Energy Fuels Inc.
Our previous interview: https://www.cruxinvestor.com/posts/energy-fuels-nyseuuuu-completes-oversubscribed-700-million-funding-for-ree-uranium-duo-track-8223
Recording date: 14th January 2026
Energy Fuels CEO Mark Chalmers discusses the company's breakout 2025 performance as the best-performing uranium stock, with returns more than double its nearest competitor. This in-depth interview covers Energy Fuels' unique positioning as America's only integrated critical minerals platform, combining uranium production targeting 2+ million pounds annually with rare earth processing capabilities at the White Mesa Mill.
Key discussion points include:
- Uranium production ramp to 2M+ pounds...
Equinox Gold (TSX:EQX) – How Asset Sales, Canadian Growth and Execution Drive Re-Rating Potential
Interview with Ryan King, EVP Capital Markets of Equinox Gold
Our previous interview: https://www.cruxinvestor.com/posts/equinox-gold-tsxeqx-canadian-gold-giant-forms-in-merger-of-equals-with-calibre-mining-6826
Recording date: 14th January 2026
Equinox Gold concluded 2025 with record-breaking production of 920,000 ounces, including a quarterly high of 247,000 ounces in Q4, driven primarily by its ramping Canadian operations. The Greenstone mine in Northern Ontario demonstrated particularly strong momentum, increasing output by 29% quarter-over-quarter as the company transitions from construction to operational excellence.
In a strategic pivot prioritizing quality over quantity, Equinox announced the sale of its four Brazilian mines for over $1 billion. These assets...
Clean Air Metals (TSXV:AIR) – Building a Capital-Light Platinum Mine in Ontario
Interview with Mike Garbutt, President & CEO of Clean Air Metals
Recording date: 13th January 2026
Clean Air Metals (TSXV:AIR) is advancing one of North America's rare primary platinum assets at a pivotal moment for the metal. The company's Thunder Bay North project in Ontario holds 14.9 million tons of indicated resource with a polymetallic composition including platinum, palladium, copper, nickel, gold, and silver. With an 11-year mine life processing 2,500 tons daily, the project's economics have transformed as metal prices surged.
CEO Mike Garbett, who brings 14 years of operational experience from Falconbridge and project development...
Integra Resources (TSXV:ITR) - DeLamar Project Wins FAST-41 Status With 15-Month Timeline
Interview with George Salamis, President & CEO of Integra Resources Corp.
Our previous interview: https://www.cruxinvestor.com/posts/integra-resources-tsxvitr-us-gold-producer-with-400-cash-flow-growth-8884
Recording date: 14th January 2026
Integra Resources has achieved a significant milestone for its DeLamar gold-silver project in Idaho through acceptance into the federal FAST-41 permitting program. This designation establishes a defined 15-month review timeline with the Bureau of Land Management targeting a record of decision in Q2/Q3 2027, providing unprecedented certainty for a US mining development.
According to George Salamis, President and CEO of Integra Resources, "for the first time in...
Magna Mining (TSXV:NICU) - Sudbury Producer Targets Dual-Mine Restart Strategy Through 2026
Interview with Jason Jessup, CEO of Magna Mining Inc.
Our previous interview: https://www.cruxinvestor.com/posts/magna-mining-tsxvnicu-permits-cash-and-polymetallic-grades-set-stage-for-rapid-growth-7927
Recording date: 12th January 2026
Magna Mining executed a remarkable transformation in 2025, evolving from a junior exploration company into a diversified base and precious metals producer focused exclusively on Ontario's Sudbury mining camp. The company's growth trajectory accelerated dramatically following its February 2025 acquisition of the McCreedy West copper mine from KGHM International, expanding its workforce from 25 to over 200 employees while establishing cash flow positive operations.
McCreedy West reached a critical operational inflection point in...
West Red Lake Gold (TSXV:WRLG) - Commercial Production Achieved
Interview with Shane Williams, President & CEO, West Red Lake Gold Mines
Our previous interview: https://www.cruxinvestor.com/posts/west-red-lake-gold-tsxvwrlg-cash-positive-miner-targets-100k-oz-by-2028-without-dilution-8551
Recording date: 13th January 2026
West Red Lake Gold Mines declared commercial production at its Madsen Gold Mine effective January 1, 2026, achieving this milestone just seven months after completing its bulk sample program. The mill averaged 689 tonnes per day in December 2025, representing 86% of permitted capacity with strong 94.6% recovery rates, producing 3,215 ounces of gold. This performance met the company's internal requirements of 30 consecutive days at 65% or greater throughput combined with operational stability.
...
Erdene Resource Development (TSX:ERD)- First Gold Flows as Multi-Mine District Strategy Unfolds
Interview with Peter Akerley, President & CEO of Erdene Resource Development Corp.
Our previous interview: https://www.cruxinvestor.com/posts/erdene-resource-development-tsxerd-fulfills-first-gold-pour-in-mongolias-bayan-khundii-8096
Recording date: 12th January 2026
Erdene Resource Development achieved first gold production at its Bayan Khundii mine in southwestern Mongolia during Q3 2025, marking a significant milestone for the junior miner. The company completed the $115 million construction in 22 months, meeting both timeline and budget targets despite operating in what was previously considered a challenging infrastructure environment.
The plant has reached nameplate capacity of 1,950 tons per day, currently processing material at approximately 2 g/t...
2026 Precious Metals Strategy: Platinum Opportunity, Silver-Gold Caution, and Macro Tailwinds
Recording date: 17th December 2025
Olive Resource Capital's leadership team has delivered a nuanced precious metals outlook for 2026 that challenges conventional wisdom whilst identifying specific opportunities backed by fundamental analysis. In this latest Compass podcast, President and CEO Sam Pelaez alongside Executive Chairman Derek Macpherson presented a framework emphasizing selectivity over broad-based precious metals enthusiasm.
The firm's highest-conviction call centres on platinum, which Macpherson identified as his top commodity pick for 2026. The case rests on three pillars: persistent market deficits, tight physical supply, and anticipated policy shifts. "The market's in deficit. It's a small market and...
The 2026 Fiscal Stimulus and Contrarian Course on the Commodities Markets
Recording date: 23rd December 2025
Olive Resource Capital executives are positioning against consensus views heading into 2026, predicting commodity strength driven by unprecedented fiscal stimulus rather than the widely anticipated recession that has dominated economic forecasts for three consecutive years.
Sam Pelaez, President, CEO, and CIO, identified oil as his top commodity performer despite—or rather because of—overwhelming bearish sentiment. With Atlanta Fed GDP tracking above 3%, Federal Reserve liquidity injection, and Chinese expansionary fiscal policy, Pelaez argues the global economy will surprise to the upside. He characterised oil as "the most hated commodity" trading in oversold conditions, posi...
Banyan Gold (TSXV:BYN)- 7.6M oz Yukon Gold Project Advances Toward H2 2026 PEA
Interview with Tara Christie, President & CEO of Banyan Gold Corp.
Our previous interview: https://www.cruxinvestor.com/posts/banyan-gold-tsxvbyn-high-grade-explorer-attracts-institutional-interest-with-76m-oz-resource-7940
Recording date: 30th December 2025
Banyan Gold (TSXV:BYN) has emerged as a compelling opportunity in North America's gold development space, hosting 7.6 million ounces across 2.2 million indicated and 5.4 million inferred resources at its road-accessible AurMac project in Canada's Yukon Territory. The company closed 2025 with nearly $40 million in treasury following strategic financings, including backing from Peruvian mining family Alpayana, positioning it to execute an aggressive 40,000-meter drill program in 2026 at efficient costs of $350 per meter.<...
Olive Resource Capital Explain Their Biggest Wins and Lessons from 2024-2025
Recording date: 28th December 2025
Samuel Pelaez, President & CEO, and Derek Macpherson, Executive Chair, at Olive Resource Capital conducted a comprehensive year-end review of their investment decisions spanning July 2024 through September 2025, providing transparent insights into both successful calls and missed opportunities during a significant precious metals bull market.
The portfolio's standout performer was Omai Gold Mines, delivering a 10x return from an initial $0.125 position established in July 2024. Pelaez emphasized that success stemmed not merely from stock selection but from conviction-based holding through the development phase. "We had conviction for it as well, right? We held," Macpherson...
Integra Resources (TSXV:ITR) - Gold Producer Eyes Multi-Asset Expansion With 400% Cash Flow Growth
Interview with George Salamis, President & CEO of Integra Resources Corp.
Our previous interview: https://www.cruxinvestor.com/posts/integra-resources-tsxvitr-growing-gold-producer-with-63m-treasury-8093
Recording date: 5th January 2026
Integra Resources has successfully completed its transformation from developer to established gold producer, delivering a 400% increase in adjusted cash flow year-over-year during 2025 while consistently meeting production guidance across four consecutive quarters at its Florida Canyon operation in Nevada's Great Basin.
CEO George Salamis outlined how 2025 focused on stabilizing the asset after years of underinvestment by previous owners, addressing deferred maintenance through fleet equipment replacement, water infrastructure development...
Adyton Resources (TSXV:ADY) - Partner-Funded Mine Restart Bankrolls Flagship Discovery Program
Interview with Tim Crossley, MD of Adyton Resources Corp.
Our previous interview: https://www.cruxinvestor.com/posts/adyton-resources-ady-gold-copper-with-near-term-production-2290
Recording date: 7th January 2026
Adyton Resources (TSXV:ADY) is executing a differentiated strategy in Papua New Guinea's gold sector that combines near-term production with significant exploration upside. Managing Director Tim Crossley, who brings extensive operational experience from BHP and over a decade of PNG-specific expertise, has structured the company to advance on two parallel tracks without compromising either objective.'
The cornerstone of this approach is an innovative joint venture structure on Fergusson...
Gold Terra Resources (TSXV:YGT) - Former Producing Mine Plans Production in 2029
Interview with Gerald Panneton, Executive Chairman of Gold Terra Resource Corp.
Our previous interview: https://www.cruxinvestor.com/posts/gold-terra-resources-tsxvygt-resource-update-pea-in-612-months-ahead-of-newmont-option-8117
Recording date: 7th January 2026
Gold Terra Resources is advancing a compelling high-grade gold opportunity in Canada's historic Yellowknife district, where the Campbell Shear system produced 14 million ounces at 14-22 grams per tonne before shutting down in 2003 at $340 gold. With gold now exceeding $4,400 per ounce, CEO Gerald Panneton is executing a strategic pivot that transforms previously sub-economic mineralization into a robust production opportunity.
The company is positioning to acquire the Con...
White Gold (TSXV:WGO) - 25,000M Program Targets Resource Growth in Underexplored Klondike District
Interview with Dylan Langille, VP Exploration of White Gold Corp.
Our previous interview: https://www.cruxinvestor.com/posts/white-gold-corp-tsxvwgo-23m-financing-funds-major-drill-program-at-yukon-gold-project-8485
Recording date: 8th January 2026
White Gold Corp is embarking on an aggressive expansion program under new exploration leadership, targeting significant growth of its 3-million-ounce gold resource across a vast 300,000-hectare land package in west-central Yukon. The junior explorer has recruited Dylan Langille, who brings proven discovery credentials from seven years at Kinross's Great Bear project, where he helped grow the resource from 5 million to 7 million ounces following the company's $1.8 billion acquisition.
...
Ajax Resources (AQSE:AJAX) - Drilling Historic Argentine Copper Projects
Interview with Ippolito Ingo Cattaneo, CEO of Ajax Resources
Recording date: 9th January 2026
Ajax Resources plc, a London-listed natural resources investment company with a ÂŁ6 million market capitalisation, has positioned itself as an opportunistic acquirer of undervalued South American mining projects. With ÂŁ2.5 million in cash and a portfolio spanning Argentina and Brazil, the company is executing a strategy centred on acquiring technically advanced assets at significant discounts to their historical expenditure.
CEO and largest shareholder Ippolito Ingo Cattaneo, who owns 18.38% of the company, explained the investment thesis: "The goal is to focus on assets th...
G2 Goldfields (TSX:GTWO) - Sector Leading Economics as PEA Reports $2.6 billion NPV
Interview with Dan Noone, CEO of G2 Goldfields Inc.
Our previous interview: https://www.cruxinvestor.com/posts/g2-goldfields-tsxgtwo-high-grade-gold-developer-targets-imminent-strategic-exit-7459
Recording date: 7th January 2026
G2 Goldfields represents a rare opportunity to invest in a first-quartile gold development asset trading at a substantial discount to fair value. The company's initial Preliminary Economic Assessment for the Oko project in Guyana has validated exceptional economics that position it among the highest-quality undeveloped gold deposits globally.
The PEA outlines a 14-year mine producing 3.2 million ounces of gold with average annual production of 281,000 ounces. At $3,000 gold, the...
The Investment Case for Platinum & Palladium Investment in 2026
Interview with
Stefan Gleason, CEO of Money Metals Exchange
Nick Smart, Director & CEO of ValOre Metals
Recording date: 7th January 2026
Platinum group elements have emerged from years of undervaluation into what industry executives describe as a fundamental supply-demand inflection point. The second half of 2025 witnessed platinum prices nearly double, driven by structural changes across industrial, jewelry, and investment demand against severely constrained supply. For investors seeking precious metals exposure with distinct fundamentals from gold, the platinum story presents a compelling case rooted in geological scarcity, industrial necessity, and market imbalances forecast to persist...
Marimaca Copper (TSX:MARI)- Permitted Project Eyes 2026 Build Start
Interview with Hayden Locke, President & CEO of Marimaca Copper Corp.
Our previous interview: https://www.cruxinvestor.com/posts/marimaca-copper-tsxmari-superior-grades-add-upside-to-december-2025-pea-target-8544
Recording date: 9th January 2026
Marimaca Copper enters 2026 positioned to transition from explorer to developer following three critical achievements in 2025. The company completed its Definitive Feasibility Study for the flagship Marimaca oxide project, demonstrating industry-leading capital costs under $600 million USD and competitive operating metrics. Environmental approval was secured, clearing a major permitting hurdle that often delays mining projects. Most significantly, the company made what CEO Hayden Locke describes as a potential tier-one discovery at...
Olive Resource Capital Reports 151% Return for 2025, Eyes M&A Wave in 2026
Recording date: 12th January 2026
Olive Resource Capital delivered exceptional performance in 2025, reporting a 151% return after all fees and expenses, significantly outperforming commodity benchmarks despite maintaining only 50% precious metals exposure. The fund's diversified approach across gold, copper, and other commodities demonstrated the value of strategic stock selection during a favorable commodity cycle.
Executive Chairman Derek Macpherson and President & CEO Samuel Pelaez announced the results in their January 12, 2026 investment update, highlighting December's 11% gain that capped a strong fourth quarter. The impressive investment performance translated directly to shareholder value, with the stock price appreciating 240% during 2025. This helped compress...
Tudor Gold (TSXV:TUD) - Developer Eyes 300K Oz/Year Production
Interview with Joseph Ovsenek, President & CEO of Tudor Gold
Our previous interview: https://www.cruxinvestor.com/posts/tudor-gold-tsxvtud-pitch-perfect-december-2025-8839
Recording date: 9th January 2026
Tudor Gold Corp. (TSXV:TUD) is progressing one of the largest recent gold discoveries through a critical development phase at its Treaty Creek project in British Columbia's Golden Triangle. The company is targeting release of an updated resource estimate by the end of January 2026, focusing on high-grade mineralisation within the existing 21.66 million ounce Gold Storm deposit.
President and CEO Joseph Ovsenek outlined an ambitious dual-track strategy for 2026: refining...
P2 Gold (TSXV:PGLD) - Proven Team Pushes Towards 2028 Production
Interview with Joseph Ovsenek, President & CEO of P2 Gold Inc.
Our previous interview: https://www.cruxinvestor.com/posts/p2-gold-tsxvpgld-pitch-perfect-december-2025-8840
Recording date: 11th January 2026
P2 Gold Inc. (TSXV: PGLD) represents a compelling Nevada gold-copper development opportunity distinguished by experienced management, near-term production timelines, and substantially improved project economics under current commodity prices. The company is advancing its Gabbs project toward a 2028 first gold pour - less than three years from present - leveraging Nevada's efficient permitting framework and a management team with demonstrated capability in compressed project execution.
The management...
Hycroft Mining (NASDAQ:HYMC) - Nevada Giant Eliminates Debt, Targets 2026 Production Milestone
Interview with Diane R. Garrett, President & CEO of Hycroft Mining
Our previous interview: https://www.cruxinvestor.com/posts/hycroft-mining-nasdaqhymc-pitch-perfect-december-2025-8886
Recording date: 9th January 2026
Hycroft Mining has executed a remarkable corporate turnaround in 2025, transforming from a debt-burdened developer into a well-capitalized exploration story commanding over $2 billion in market capitalization. The Nevada-based company eliminated all inherited debt that was accruing at 10% interest, triggering an immediate share price rerating and attracting blue-chip institutional investors who now comprise over 80% of shareholders.
Under President and CEO Diane Garrett's leadership, the company made its most significant...
New Found Gold (TSXV:NFG) - 2025's Strategic Transformation to 2026 Production
Interview with Keith Boyle, Director & CEO of New Found Gold
Our previous interview: https://www.cruxinvestor.com/posts/new-found-gold-tsxvnfg-high-grade-strategy-meets-near-term-cash-flow-8695
Recording date: 9th January 2026
New Found Gold is executing a comprehensive transformation from pure exploration company to emerging gold producer, driven by a complete leadership overhaul and strategic acquisitions designed to accelerate the path to cash flow.
The most significant change began with a complete board renewal in December 2024, followed by the appointment of CEO Keith Boyle in January 2025. "They brought me in January of 25, the mandate being let's get the gold...
Heliostar Metals (TSXV:HSTR) - Self-Funding Path From 40K to 300K Ounces by 2030
Interview with Stephen Soock, VP of Investor Relations and Development, Heliostar Metals
Our previous interview: https://www.cruxinvestor.com/posts/heliostar-metals-tsxvhstr-big-high-grade-gold-potential-at-anapola-project-3935
Recording date: 29th December 2025
Heliostar Metals is pursuing an ambitious strategy to transform from a 30-40,000 ounce gold producer in 2025 to a 300,000 ounce operation by decade's end, with a critical differentiator: the entire expansion will be internally financed without shareholder dilution. In a detailed discussion, Stephen Soock, VP of Investor Relations and Development, outlined how the company plans to leverage cash flow from recently restarted Mexican operations to fund systematic development of...
Rio2 Limited (TSX:RIO)- Dual-Asset Strategy Delivers Gold Production and Immediate Cash Flow
Interview with Alex Black, Executive Chairman of Rio2 Ltd.
Our previous interview: https://www.cruxinvestor.com/posts/rio2-tsxrio-approaching-january-2026-production-targeting-20000tpd-ramp-up-7959
Recording date: 23rd December 2025
Rio2 Limited (TSX:RIO) represents a compelling investment opportunity at the critical inflection point between development and production, with first gold pour from its Fenix heap leach project in Chile scheduled for January 2026 whilst the recently acquired Condestable underground copper mine in Peru contributes immediate substantial cash generation. The dual-asset strategy directly addresses the binary risk inherent in single-asset junior companies whilst providing diversified exposure to both precious...
Kodiak Copper (TSXV:KDK) - Maiden Resource Shows Huge Copper & Gold Potential
Interview with Christopher Taylor, Chairman, and Claudia Tornquist, President & CEO of Kodiak Copper Corp.
Our previous interview: https://www.cruxinvestor.com/posts/kodiak-copper-tsxvkdk-q4-2025-resource-estimate-will-mark-critical-inflection-point-7948
Recording date: 10th December 2025
Kodiak Copper has announced its maiden resource estimate for the MPD project in British Columbia, marking a significant milestone after six years of exploration. The resource comprises 440 million tons at 0.39% copper equivalent (indicated) and 0.32% (inferred), containing 2.4 billion pounds of copper and 1.7 million ounces of gold across seven discrete deposits.
The company achieved remarkable exploration efficiency, discovering nearly 2 million ounces of gold with...
Sendero Resources (TSXV:SEND) - Restructured Gold Explorer Targets Major Discovery in Q1 2026
Interview with Jeremy Gillis, Director Capital Markets of Sendero Resources
Our previous interview: https://www.cruxinvestor.com/posts/sendero-resources-tsxvsend-drilling-high-grade-targets-in-argentinas-vicua-copper-district-5346
Recording date: 10th December 2025
Sendero Resources has emerged as a compelling exploration story following a comprehensive restructuring that brought together mining industry veterans to advance a district-scale land position in Argentina's proven Vicuña copper-gold belt. Trading at approximately $30 million market capitalization with just 24 million shares outstanding, the company controls 211 square kilometers along the same structural corridor as billion-dollar discoveries including Filo del Sol, JosemarĂa, and Los Helados.
The transformation began in...
From Gold Profits to Oil Equities: The Next Contrarian Setup? | Compass
Recording date: 10th December 2025
Olive Resource Capital's November 2025 portfolio performance—reaching year-to-date highs despite October's commodity market volatility—demonstrates the strategic value of disciplined gold position management within diversified resource portfolios. Whilst the firm identifies compelling contrarian opportunities in oil equities trading at generational lows, their analysis paradoxically reinforces gold's foundational importance through quantitative validation and macro context.
The most striking evidence emerges from commodity ratio analysis. The oil-to-gold ratio currently sits at 20% of its 25-year historical average, representing an extraordinary dislocation that simultaneously confirms oil's severe undervaluation and validates gold's exceptional relative strength. This 500% prem...
Domestic Metals (TSXV:DMCU) - $4M Raise Funds Geophysics and Porphyry Drilling in 2026
Interview with Gordon Neal, President, Domestic MetalsÂ
Recording date: 9th December 2025
Domestic Metals has acquired a promising Montana copper porphyry project from Rio Tinto through an earn-in agreement that highlights the property's significant potential. The company can earn 60% ownership by spending $3.15 million USD on exploration work, with Rio Tinto retaining 40% plus an unusual 20% clawback provision—a protective measure that underscores the major miner's conviction in the project's long-term value.
The Smart Creek-Sunrise property occupies compelling geological ground, located 50 kilometers northwest of the historic Butte mine, which has produced 22 billion pounds of copper over a c...
Avino Silver & Gold (TSX:ASM) - Record Revenue Powers Three-Mine Expansion Strategy
Interview with David Wolfin, President and CEO, Avino Silver & Gold
Our previous interview: https://www.cruxinvestor.com/posts/avino-silver-gold-tsxasm-junior-to-intermediate-producer-transformation-underway-8062
Recording date: 9th December 2025
Avino Silver & Gold Mines Limited is executing an ambitious expansion plan to transform from a single-asset producer into a diversified mid-tier mining company. The Mexico-based operation, which traces its roots to 1968, currently generates between 2.5 and 2.8 million ounces of silver equivalent annually and aims to triple its producing asset base within five years through organic development of properties it already owns.
The company's third quarter 2025 results underscore the financial...
GR Silver Mining (TSXV:GRSL) - $28M Deployed for Mexican Silver Discovery
Interview with Marcio Fonseca, President & CEO, and Daniel Schieber, VP Corporate Development & Corporate Relations of GR Silver Mining.
Our previous interview: https://www.cruxinvestor.com/posts/gr-silver-mining-tsxvgrsl-pitch-perfect-october-2025-8302
Recording date: 10th December 2025
GR Silver Mining has positioned itself at the forefront of Mexico's silver exploration sector following a transformational 2025 that saw the company secure $17.5 million in financing, bringing total cash to approximately $28 million CAD—the strongest balance sheet in company history. This capital infusion, primarily from institutional investors and experienced Canadian capital markets participants, provides 12-18 months of fully-funded operations to execute an ag...
Black Bear Minerals (ASX:BKB) - Fully Funded Drilling to Drive Shafter JORC Resource in 2026
Interview with Dennis Lindgren, CEO of Black Bear Minerals
Recording date: 10th December 2025
Black Bear Minerals (ASX:BKB) has completed a strategic transformation from lithium explorer to focused North American precious metals developer, acquiring the Shafter Silver Project in Texas for A$30 million whilst advancing the Independence Gold Project in Nevada. This repositioning positions the company at the intersection of exceptional resource grades, existing production infrastructure, and America's growing recognition of critical mineral supply vulnerabilities.
The flagship Shafter Project hosts 17.6 million ounces at 289 grams per tonne silver in foreign resource estimates, ranking amongst...
Cabral Gold (TSXV:CBR) - Advancing Towards Q4 2026 Production
Interview with Alan Carter, President & CEO of Cabral Gold Inc.
Our previous interview: https://www.cruxinvestor.com/posts/cabral-gold-tsxvcbr-pitch-perfect-november-2025-8486
Recording date: 10th December 2025
Cabral Gold Inc. (TSXV:CBR) has secured $45 million US in gold loan financing to construct its first mine at the CuiĂş CuiĂş project in northern Brazil, with commercial production targeted for Q4 2026. The financing structure avoids equity dilution during the critical construction phase, preserving shareholder value whilst enabling the company's transition from explorer to cash-generating producer.
Construction activities have accelerated substantially with 143 personnel on site, 50 pieces of he...
East Star Resources (LSE:EST) - Endeavour & Xinhai Deals Transform 2026 Outlook
Interview with Alex Walker, CEO, East Star Resources
Our previous interview: https://www.cruxinvestor.com/posts/east-star-resources-lseest-driving-towards-near-term-copper-production-in-kazakhstan-4519
Recording date: 9th December 2025
East Star Resources (LSE: EST) has established a distinctive development model for junior mining companies, securing strategic partnerships that fund exploration and production while maintaining significant equity positions across multiple copper and gold projects in Kazakhstan.
The company's approach centers on two major partnerships that fundamentally alter its capital structure. Endeavour Mining, a FTSE 100 company, has committed $5 million over two years with potential for an additional $20 million, while simultaneously taking...
Lithium Ionic (TSXV:LTH) - Low-Cost Developer Targets Construction Start H2 2026
Interview with Blake Hylands, CEO, Lithium IonicÂ
Our previous interview: https://www.cruxinvestor.com/posts/lithium-ionic-tsxvlth-low-cost-brazil-mine-ready-for-2027-production-as-market-rebalances-8304
Recording date: 9th December 2025
Lithium Ionic is positioning itself to capitalize on a dramatic market recovery as lithium prices have tripled since mid-2025, driven by energy storage demand exceeding initial projections. CEO Blake Hylands reports the company's stock has doubled during this period but remains "massively undervalued" relative to improving fundamentals and the company's proximity to construction.
The company is advancing its Brazilian lithium project with a manageable $191 million capital requirement and industry-leading economics. A...
Kingman Minerals (TSXV:KGS) - 2026 Drill Program Backed by 43-101 and New Funding
Interview with Simon Studer, interim CEO, Kingman Minerals
Recording date: 9th December 2025
Kingman Minerals Ltd. is advancing plans to revive a 140-year-old gold and silver mine in Arizona's Mohave County, with exploration work set to commence in early 2026. Under the leadership of interim CEO Simon Studer, the company recently completed an oversubscribed $1.5 million financing round that brings total treasury to $2.1 million—sufficient to fund the year's entire exploration program.
The Rosebud Mine, discovered in the 1880s and active during the 1920s and 1930s, has yielded remarkably high-grade results in recent sampling. Underground channel sa...