Crux Investor Podcast

40 Episodes

By: CRUX Investor

Crux Investor is a market insight channel for junior mining and opportunities to invest. Our purpose is to cut through the jargon, bias and bluster. We hone-in on the important factors that indicate a company's strong footing for growth and success.

Adriatic Metals (ADT) - DFS Ready July, Permitted & Drilling Continues
Yesterday at 9:00 PM

Adriatic Metals Plc (ASX:ADT, LSE:ADT1) is a precious and base metals explorer and developer that owns the world-class Vares silver project in Bosnia & Herzegovina and the Raska zinc deposit in Serbia. The Vares silver project consists of two polymetallic deposits, located at Rupice and Veovaca. Located within the Raska Zinc deposit are Kizevak and Sastavci, two past-producing zinc, lead and silver open-pit mines. Both Bosnia & Herzegovina and Serbia are well-positioned in central Europe and boast a strong mining history, pro-mining environment, highly-skilled workforce as well as extensive existing infrastructure and logistics.

Syrah Resources (SYR) - Largest Ex China Graphite Mine in Production
Yesterday at 7:00 PM

Syrah Resources is an Australian Stock Exchange listed industrial minerals and technology company with its flagship Balama Graphite Operation in Mozambique and a downstream Active Anode Material facility in the United States. Syrah’s vision is to be the world’s leading supplier of superior quality graphite and anode material products, working closely with customers and the supply chain to add value in battery and industrial markets.

Gran Colombia Gold (GCM) - Dividend Paying Mid Tier in the Making
Yesterday at 2:00 PM

Gran Colombia Gold is a Canadian-based mid-tier gold producer with its primary focus in Colombia where it is currently the largest underground gold and silver producer with several mines in operation at its high-grade Segovia Operations. 

Since we last spoke to Gran Colombia two years ago, they have been busy in several areas. Gran Colombia is now producing gold and their guidance for this year is 200-220,000 oz and they are well on track to meet that target.

The company has brought costs down and is now paying dividends at 3% a year. They have also m...

Rupert Resources (RUP) - $900M with Real Leverage to Gold
Yesterday at 11:00 AM

Rupert Resources is located at the epicentre of a new gold district targeting multi-million ounce gold discoveries in close proximity to a 100% owned permitted mine and mill in Northern Finland at the Pahtavaara project.

The Pahtavaara mine was bought back in 2016 by Rupert Resources and since then the company has been looking for new discoveries outside the mine area. Rupert Resources undertook a comprehensive review of historical data resulting in a new geological model showing the Pahtavaara Project to lie in a domain hosting the confluence of regional scale faults that likely link to crustal scale fracture...

Ethos Gold (ECC) - High Risk, High Return & Good Karma
Last Saturday at 3:00 PM

Ethos Gold is a Discovery Group company and is the definition of discovery, looking for early stage opportunities. Ethos Gold is looking for large scale projects with 20+ km in strike length. 

Ethos Gold has a portfolio of properties with a fantastic team ready to make a discovery. The company has 11 projects in several parts of Canada: BC, Ontario, Quebec, Newfoundland and needs to prioritise their projects to decide which to take forward to the next stage.

Ethos Gold has decided to prioritise Perk Rocky as it is their most advanced project being drill ready. They a...

ION Energy (ION) - Cash to Drill & $11M of Warrants
Last Saturday at 1:00 PM

Ion Energy is Mongolia’s first Lithium Brine explorer and developer and is focused on exploring the Lithium salars in the country. Ion Energy currently holds about 110ha of highly prospective Lithium Brine licenses in Mongolia and has the largest land package ever granted in the country which is Baavhai Uul and is the flagship project for Ion Energy. 

Ion Energy is keen to become a significant player in Asia’s booming Lithium market and exploration efforts are now underway on their assets which are highly prospective showing high grades, with the max at 811 ppm.

Ion E...

Tombill Mines (TBLL) - Noisy Neighbour Showing a Bit of Ankle?
Last Saturday at 11:00 AM

Tombill Mines is involved in mineral exploration, primarily gold and has 74 royalty-free claims; of which 60 are owned and patented. Tombill Mines owns various mineral exploration and past-producing gold mines and claims in the Geraldton Camp and Beardmore region, Ontario. Tombill Mines went public in mid December 2020 which raised $6.5M.

The Geraldton Gold Camp is about 275km north on the TransCanada highway from Thunder Bay which is a great setting for a mining company with existing infrastructure, a highway town with 4000 people and an airport. The camp is accessible year-round via the TransCanada Highway, which splits the Tombill...

Conico (CNJ) - Drill Season Commences in Greenland
Last Friday at 8:00 PM

Conico is an Australia-based mineral exploration company. The Company focuses on cobalt, nickel, and manganese deposits. They have deposits in Greenland and Australia.

Ryberg, their flagship project in Greenland, is a multi-element project spanning across a 4,500 km2 area on the east coast of Greenland, 430km NW of Iceland. The area consists of two granted mineral exploration licenses and contains surface samples grading up to 2.2% Cu, 0.8% Ni, 0.1% Co, 3.3g/t Pd & 0.2g/t Au.

While Mestersvig, also in Greenland, is located on the east coast of Greenland and only 5km from the Mestersvig military base...

QC Copper & Gold (QCCU) - Copper Resource & PEA in 2021
Last Friday at 5:00 PM

QC Copper is focused on acquiring and developing copper projects in the Chibougamau region that share synergies with its past-producing Opemiska Copper Mine Complex. Through acquisitions, QC Copper has been able to expand its Opemiska property to over 13,000 hectares in the heart of Quebec–with significant infrastructure, including direct rail and road access, already in place. 

Minnova (MCI) - Planning, Price, Pace, & Potential Partners
Last Friday at 2:00 PM

Minnova Corp. is principally engaged in the acquisition and exploration of mineral properties. The Company's exploration activities are at an early-stage. The Company focuses on near-term re-start of gold production at its PL Gold Mine and acquisition of other development-stage projects. The Company owns PL Gold Mine and holds interests in the adjacent Nokomis Property. The PL Gold Mine, Nokomis Property and the staked properties are collectively termed as the PL Gold Project (PLP), and are located over 50km northeast of the town of Flin Flon, Manitoba.

K2 Gold (KTO) - Drilling Planned as Permitting Concern Fade
Last Friday at 11:00 AM

K2 Gold Corp, is a Canada-based exploration-stage company. The Company is engaged in the business of acquiring and exploring mineral properties with a focus on locating and developing economic deposits of minerals. The Company operates in the segment of the acquisition, exploration and development of mineral properties. The Company is evaluating the economic potential of a deposit of iron, titanium and vanadium in Greenland. The Company is in search of a new property or project. All of the Company's assets are held within Canada. The Company has operations in Canada and Greenland. The Company does not have any producing...

Lucara Diamond (LUC) - Building eBay for Diamond Supply Chain
Last Thursday at 11:00 AM

Lucara Diamond Corp. is a Canadian diamond mining company with producing mine and exploration licenses in Botswana.  Its 100% owned Karowe mine is one of the world’s foremost producers of large, high quality, Type IIA diamonds in excess of 10.8 carats. Lucara also owns Clara Diamond Solutions, a secure, digital sales platform positioned to modernize the existing diamond supply chain and ensure diamond provenance from mine to finger.

Cartier Resources (ECR) - Chimo Leads the Way for Portfolio Explorer

Cartier Resources is an exploration company focused on discovery in the prolific Abitibi Gold Belt in Quebec. The Company operates a process that allows to develop and maintain a balanced portfolio of mining projects ranging from exploration to resource definition, development, and production. 

Meridian Mining (MNO) - Twin Drilling Producing High-Grade Results

Meridian Mining is focused on becoming the next mid-tier Copper-Gold developer with a focus on Brazil. The Company’s priority is on the Cabaçal project, an advanced VMS district scale Cu-Au project located in the state of Mato Grosso. Discovered in 1983 by BP Minerals, the main zone of massive to stockwork, stringer and disseminated Copper-Gold sulphide mineralisation at Cabaçal was never mined. Cabaçal’s Cu-Au mineralisation remains open beyond ~175 meters below surface and extends 1,800 meters along strike. Meridian’s Board and Management team has a track record of development, financing and operating natural resource projects in Brazil an...

Galane Gold (GG) - Increasing African Gold Production & New New Mexico Project

Galane gold acquired Galaxy Gold in November 2015. Galaxy gold is situated 8 km west of the town of Barberton and 45 km west of the provincial capital of Nelspruit in the Mpumalanga Province of South Africa. The property covers 58.6 km2 is part of the prolific Barberton Greenstone Belt.

Allegiant Gold (AUAU) - Growing 1Moz Au, 8moz Ag. Farm-out Funded

Allegiant Gold Ltd., a former subsidiary of Columbus Gold Corp. (CGT: TSX), was spun-out to form an independent company focused exclusively on precious metals exploration in the western United States.  Allegiant holds a 100% interest in 10 projects in the southwestern United States with 7 being located in the mining-friendly jurisdiction of Nevada. The majority of the projects were discovered and developed by Andy Wallace, former Head of Cordex. Cordex is considered by many in the mining industry to be one of the most successful gold exploration groups in the United States. 

Peninsula Energy (PEN) - Buying Uranium & Testwork Results Imminent

Peninsula Energy Limited is an ASX listed company that owns the Lance Uranium Projects in Wyoming, USA which are in transition from an alkaline to a low pH in-situ recovery operation, with the aim of achieving the operating performance and cost profile of the industry-leading uranium projects.

Matador Mining (MZZ) - Newfoundland High-Grade Gold Project!

Matador Mining Limited is a mineral exploration company. The Company owns interest in over four exploration licenses and three prospecting licenses, including over five projects across Western Australia. The Oriental Project is located over 40 kilometers to the north of Kalgoorlie and eight kilometers to the east of the Broad Arrow township in Western Australia.

Energy Fuels (UUUU) - Uranium Producer Working with US Dept of Energy

Energy Fuels is the leading U.S. producer of uranium – the fuel for carbon- and emission-free nuclear energy. Nuclear energy is expected to see strong growth in the coming years, as nations around the world work to provide plentiful and affordable energy, while combating climate change and air pollution. 

Energy Fuels is also a major U.S. producer of vanadium and an emerging player in the commercial rare earth business where its work is helping to reestablish a fully integrated U.S. supply chain.

With a truly unique portfolio, Energy Fuels has more production capacity, lic...

Troilus Gold (TLG) - 6.5Moz Gold & Copper PFS Q4/21

Troilus is a Toronto-based, Quebec focused, advanced stage exploration and early-development company focused on the mineral expansion and potential mine re-start of the former gold and copper Troilus mine. Troilus holds a strategic land position of 142,000 ha (1,420 km²) northeast of the Val-d’Or district, within the Frôtet-Evans Greenstone Belt in Quebec, Canada. From 1996 to 2010, Inmet Mining Corporation operated the Troilus project as an open-pit mine, producing more than 2,000,000 ounces of gold and nearly 70,000 tonnes of copper.

Capitan Mining (CAPT) - High-Grade Silver & Gold with Big Backer

Capitan Mining Inc. is a Canadian gold-silver mining exploration company engaged in exploring the Peñoles project in Durango Mexico. Capitan is composed of a group of highly experienced professionals with a proven track record on exploration, development and operation of similar mining assets in Mexico. Capitan will work on expanding the mineralization at the Peñoles project.

Cassiar Gold (GLDC) - $5.5M Drill Programme on High-Grade Gold Target

Cassiar Gold is focused on gold exploration within British Columbia. The company has 2 important assets, the Cassiar Gold Project and the Sheep Creek Gold District. Both are orogenic gold projects, similar to the Barkerville District of central British Columbia.

The Cassiar Gold Project is a large, advanced stage, road-accessible gold property. A NI 43-101-compliant resource estimate of 1M oz at 1.43 g/t Au for the Taurus bulk-tonnage gold deposit was completed in September 2019. The Property hosts several past-producing high-grade gold mines. There is upside potential for both bulk-tonnage and high-grade gold targets at the Property.

Western Copper & Gold (WRN) - How Serious is Rio Tinto?

Western Copper and Gold Corporation is developing the Casino project into Canada’s Premier Copper-Gold Mine.

The company holds significant gold, copper and molybdenum resources and reserves in its Casino Project located in the Yukon, Canada. Casino contains 14.5 million ounces of gold, 7.6 billion pounds of copper,  and 113.5 million ounces of silver in proven & probable reserves.

Company page:

European Metals (EMH) - Financing Options Open Up as Lithium Shines

Interview with Keith Coughlan, Exec. Chairman of European Metals (ASX/AIM:EMH)

European Metals Holdings Limited is a mineral exploration and development company engaged in the exploration of tin and base metals. The Company is primarily involved in the development of a lithium and tin project in the Czech Republic. The Company's segments include Australia, Congo and Czech. The Company's project includes Cinovec Lithium/Tin Project. The Cinovec project is located approximately 100 kilometers north west from Prague on the border with Germany.

Company Page:

District Metals (DMX) - 10,000m Drilling to Unlock Polymetallic Potential

Interview with Garrett Ainsworth, President & CEO of District Metals (TSX-V: DMX)

District Metals Corp., formerly MK2 Ventures Ltd., is a Canada-based company. The Company holds interests in the Bakar copper property. The Bakar Property includes 15,687 hectares of mineral claims located on Northern Vancouver Island, British Columbia.

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Blue Lagoon Resources (BLLG) - Gold Producer Focused on Being Explorer

Interview with Rana Vig, CEO, & Bill Cronk, Chief Geologist of Blue Lagoon Resources (CSE:BLLG)

Blue Lagoon Resources is a mineral exploration company focused on its high-grade gold project – the past-producing Dome Mountain Mine. The drive to the mine site can be accessed all year and is just a short 50 minutes drive from the town of Smithers, located in northwestern British Columbia.

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NewPeak Metals (NPM) - Gold Exploration v Project Generation

NewPeak has established strong Gold exploration assets in 3 of the top mining jurisdictions globally – Argentina, New Zealand, Finland. Each project has the potential to realise tremendous untapped value. NewPeak strategically holds a 30% stake in Oil and Gas company, Lakes Blue Energy NL. NewPeak’s aggressive strategy drives the company towards resource definition and is moving quickly towards discovery of a multi-million-ounce Gold resource.

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Nova Minerals (NVA) - $20M In Bank &50,000m Drilling to Come

Nova Minerals Limited, formerly Quantum Resources Limited, is engaged in the mineral exploration. The Company is an Australian explorer with projects in Western Australia and the Northern Territory. Its projects are prospective for gold and base metals. Its projects include Telfer Project and Tanami (Officer Hill JV) Project. The Company owns approximately 100% interest in Telfer Project, which consists of a single exploration license in an area of over six kilometers from the Telfer Gold mine.

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Yamana Gold (YRI, AUY) - Multi-cycle, Dividends & Organic Growth

Yamana Gold is a Canadian-based precious metals producer with a high quality, diversified portfolio, including significant gold and silver production; long-life production assets – including development stage properties and exploration properties – located throughout mining-friendly jurisdictions across the Americas, in Canada, Brazil, Chile and Argentina. Yamana plans to build on this base through sustainable expansion and optimization initiatives at existing operating mines, development of new mines, the advancement of its exploration properties and, at times, by targeting other consolidation opportunities with a primary focus in the Americas. 

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Cabral Gold (CBR) - Blanket of Gold Dramatically Changes Everything

Cabral Gold is a Gold exploration company that has an advanced Gold district scale project in Brazil. The company’s key asset is the Cuiú Cuiú project in which it has 100% interest and is located approximately 20km NW of Eldorado Gold's Tocantinzinho project 

Cabral Gold has already defined two Gold deposits that have a million ounces. Both deposits are open at depth and within an 8km radius of the two deposits, which are 5km apart, there are 43 other targets. The company has just identified a very large oxide blanket on one of these two deposits and thinks there may b...

Deep-South Resources (DSM) - Targeting Large Copper Resource by Q4/21

Deep-South Resources is a mineral exploration and development company. Deep-South is actively involved in the acquisition, exploration and development of major mineral properties in Africa. 

Deep-South is a TSX-V listed company and owns 100% of the Haib Copper deposit in the south of Namibia. Haib is the oldest porphyry deposit in the world and one of the largest in Africa. Deep-South recently disclosed a PEA over the deposit and at a price of copper of $3.00 / lb, it generates an after-tax NPV of $950 million and an after-tax IRR of 30%.

The Haib project is a large, low grade project w...

Canada Nickel (CNC) - $274M Free Cashflow is Tip of the Iceberg

Canada Nickel is advancing the next generation of high quality, high potential nickel-cobalt projects to deliver the metals needed to power the electric vehicle revolution and feed the high growth stainless steel market. The Company possesses industry-leading nickel expertise and is focused on low-risk well-established mining jurisdictions.

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G2 Goldfields (GTWO) - Guyana Gold District Scale Exploration

G2 Goldfields, formerly Sandy Lake Gold, is a Canada-based company engaged in exploration of its projects. The Company owns projects in Canada and Guyana. Its projects consist of The Sandy Lake Gold Project in Northern Ontario, Canada; The Aremu/Oko Gold Project in Guyana, and The Peters Mine Project. Sandy Lake Gold Project is approximately 230km north of Red Lake, Ontario; located within the traditional territories of the Oji-Cree First Nation Communities of Keewaywin and Sandy Lake. The Aremu/Oko Gold Project consist of gold deposits. The Peters Mine Project is located in Guyana.

Company Page: https://g2...

Generation Mining (GENM) - Palladium / Copper NPV$2Bn at Todays Prices

Generation Mining is developing the Marathon Palladium project in Northwestern Ontario. A 2021 Feasibility Study shows a 30% Internal Rate of Return and an All-In Sustaining Cost of US$809.
Marathon is the largest undeveloped palladium project in North America. Most palladium demand is for autocatalysts in cars, which scrub toxic emissions from the exhaust and therefore make our air much cleaner.

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Mammoth Resources (MTH) - Initiating Drill Programme & Hunting Silver

Mammoth Resources (TSX-V: MTH) is a precious metal mineral exploration Company focused on acquiring and defining precious metal resources in Mexico and other attractive mining friendly jurisdictions in the Americas. The Company holds a 100% interest in the 5,333 hectare Tenoriba gold property located in the Sierra Madre Precious Metal Belt in southwestern Chihuahua State, Mexico. 

Mammoth Resources are preparing to initiate a drill programme at the Tenoriba property. In the Sierra Madre region of Mexico the property is surrounded by multi million ounce deposits owned by multi million dollar companies and Mammoth Resources believes that their project could be a...

Altius Minerals (ALS) - Cash is King and Organic Growth is the Focus

Altius Minerals Corporation is a mining royalty and mineral project generation company. The Company is engaged in the generation and acquisition of mineral resource projects, royalties and investments. The royalty interests cover mining operations producing copper, zinc, nickel, cobalt, precious metals, potash, and thermal (electrical) and metallurgical coal. 

Overall, the exposure of Altius Minerals is related to a number of broader thematics that are actively related to electrification and transportation. Altius Minerals is also a majority shareholder in a new company called Altius Renewable Royalties which invests directly in renewable energy projects. Underpinning the mineral side of the b...

Argonaut Gold (AR) - One Stop Shop for Investors Interested in Growth

Argonaut Gold is a Canadian gold company engaged in exploration, mine development and production. Its primary assets are the El Castillo mine and San Agustin mine, which together form the El Castillo Complex in Durango, Mexico, the La Colorada mine in Sonora, Mexico and the production stage Florida Canyon mine in Nevada, United States. Advanced exploration projects include the Cerro del Gallo project in Guanajuato, Mexico, the Magino project in Ontario, Canada and the Ana Paula project in Guerrero, Mexico. The Company continues to hold the San Antonio advanced exploration project in Baja California Sur, Mexico and several other exploration...

Superior Gold (SGI) - Turnaround Story Starting to Take Hold

Superior Gold Inc. is a Canadian based gold producer that owns and operates 100% of the Plutonic Gold operations located in the world-class goldfields of Western Australia. The Plutonic Gold operations include the Plutonic underground gold mine and central mill, numerous open-pit projects including the Plutonic Main Pit push-back project, the Hermes open pit projects and an interest in the Bryah Basin joint venture. The Plutonic mine has been in continuous production since 1990 and, having produced ~6 million ounces of gold, is one of Western Australia's largest historic gold producers. 

Superior Gold bought the Plutonic asset in 2017 from Northern Star a...

Windfall Geotek (WIN) - Prospect Generator Using AI to Find an Edge

Windfall Geotek (formerly Albert Mining) is a Canadian company offering a proven and industry-leading digital platform leveraging Artificial Intelligence (AI) technologies to significantly improve outcomes in the exploration, development, operations and financing of geologically focused projects. 

Principal markets encompass the global resource mining industry including virtually all forms of mineralization including oil and gas exploration. Recent advances have led to the detection of water sources and aquifers especially in drought regions, and of anti-personnel landmines and related deadly legacy hazards in conflict zones. 
Windfall Geotech as a technology company has spent the last 15-years in the base me...

Golden Minerals (AUMN) - Expanding Gold Production & Resource

Golden Minerals Company is a Colorado-based precious metals producer with a pipeline of exploration projects in Mexico, Argentina and Nevada. With the commencement of gold and silver production at our Rodeo project (Durango State, Mexico) in January 2021, the company has successfully transitioned from exploration firm to gold-silver producer. Additionally, we intend to restart production at our silver-gold Velardeña Properties, potentially in 2021-2022, where the use of bio-oxidation processing of sulfide concentrates is expected to result in a dramatic increase in overall gold recovery that will give rise to longer term profitable operations.

Company page: https://www.goldenminerals.c...