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.
Atlas Salt (TSXV:SALT) - $100M Annual Cash Flow, 34 Years Mine Life
Interview with Nolas Paterson, CEO of Atlas Salt Inc.
Recording date: 8th July 2025
Atlas Salt (TSXV: SALT) presents a compelling value proposition for investors seeking exposure to North America's critical infrastructure mineral supply deficit through a strategically positioned, environmentally sustainable industrial mineral project. Under new CEO Nolan Peterson's leadership, the company is advancing the Great Atlantic Salt project in Newfoundland to address the continent's persistent 10-12 million ton annual deicing salt import dependency.
The investment opportunity centers on Atlas Salt's unique positioning to capture market share in a $1.5-2.5 billion annual market characterized...
Coda Minerals (ASX:COD) - 95% Copper Recovery, $802 Million Post-Tax NPV
Interview with Chris Stevens, CEO of Coda Minerals Ltd.
Our previous interview: https://www.cruxinvestor.com/posts/coda-minerals-asxcod-copper-cobalt-project-demonstrates-robust-economics-7009
Recording date: 8th July 2025
Coda Minerals Limited (ASX:COD) represents a compelling investment opportunity in the rapidly strengthening copper market, positioned at the critical intersection of technical innovation, proven management execution, and exceptional infrastructure advantages. The Perth-based company has achieved a transformational metallurgical breakthrough at its Elizabeth Creek copper-cobalt-silver project in South Australia, fundamentally altering the project's economics and development pathway.
The company's most significant achievement is the successful development of an ammonium...
Flagship Minerals (ASX:FLG) - Gold & Copper Potential in Chile
Interview with Paul Lock, Managing Director of Flagship Minerals
Recording date: 8th July 2025
Flagship Minerals (ASX:FLG) presents a compelling investment opportunity following its strategic pivot from lithium to gold and copper assets in Chile's established mining jurisdiction. Under Managing Director Paul Lock's leadership, the company has transformed from an exploration entity to a near-development opportunity with the advanced Pantanillo Gold Project as its cornerstone asset.
The Pantanillo Gold Project represents exceptional value with 1.05 million ounces of gold resources, featuring 80% measured classification that provides high geological confidence. The project's oxide and mixed mineralization...
Yellow Cake (LSE:YCA) - 22Mlbs of Uranium Resource Positions for AI & Data Centers Nuclear Demand
Interview with Andre Liebenberg, Executive Director & CEO of Yellow Cake PLC
Our previous interview: https://www.cruxinvestor.com/posts/slow-supply-fast-demand-uraniums-new-investment-reality-7136
Recording date: 7th July 2025
Yellow Cake presents a compelling pure-play uranium investment opportunity positioned to capitalize on structural supply-demand imbalances in the global uranium market. The London-listed company holds approximately 22 million pounds of physical uranium stored primarily in Canada and France, providing direct exposure to uranium price appreciation without operational mining risks.
The investment thesis centers on a fundamental supply deficit that is expected to persist for 3-5 years. Current global...
Mining Royalty Companies Trading with 150% Upside to M&A Valuations Signal Major Opportunities
Recording date: 8th July 2025
Olive Resource Capital's impressive 33% first-half return demonstrates the potential for focused mining investment strategies. The fund's success with three key holdings—Omai Gold Mines, Troilus Gold, and Sailfish Royalties—each delivering over 100% returns, validates the selective positioning approach within the mining sector. Troilus Gold's appreciation from the $30-39 range to $60-70 exemplifies the re-rating potential when mining companies execute development plans or benefit from improved market conditions.
Recent transactions, particularly Royal Gold's acquisition of Sandstorm Gold and Horizon Copper, provide concrete valuation frameworks that reveal substantial upside in undervalued royalty companies. The...
Marimaca Copper (TSX:MARI) - Drilling Results Show District-Scale Copper System
Interview with Hayden Locke, CEO and President, Marimaca CopperÂ
Our previous interview: https://www.cruxinvestor.com/posts/marimaca-copper-tsxmari-big-discovery-adds-high-grade-scale-7123
Recording date: 3rd July, 2025
Marimaca Copper Corp has announced a potentially transformational discovery at its Pampa Medina project in Chile's Atacama Desert, with drilling results intersecting some of the highest-grade copper mineralization reported in recent Chilean exploration. The Vancouver-based company's breakthrough drilling campaign has revealed exceptional high-grade copper intersections that represent a rare geological occurrence in Chile.
The standout result from hole SMRD-13 delivered 6 meters of 12.0% copper from 594 meters downhole within a broader 26 m...
Summer Mining Markets: Sleepy or Secretly Active?
Recording date: 2nd July 2025
The conventional wisdom about summer doldrums in mining and resource investing deserves significant reconsideration, according to recent analysis by Derek Mcpherson and Sam Pelaez of Olive Resource Capital. Their examination of historical performance data reveals a market environment far more dynamic and opportunity-rich than traditional seasonal assumptions suggest.
Historical data from major mining indices contradicts expectations of quiet summer markets. The GDXJ (VanEck Vectors Junior Gold Miners ETF) experienced substantial two-month moves ranging from -8% in 2021 to +12% in 2024 during July-August periods. The TSX Venture Materials Index showed similarly significant volatility, with...
ATHA Energy (TSXV:SASK) - Maiden Drill Hole Success Validates District-Scale Uranium Potential
Interview with Troy Boisjoli, CEO of ATHA Energy Corp.
Our previous interview: https://www.cruxinvestor.com/posts/atha-energy-tsxvsask-district-scale-uranium-discovery-potential-in-untested-basin-7260
Recording date: 27th June 2025
ATHA Energy Corp. (TSXV: SASK) has delivered significant exploration results from its Angilak Uranium Project in Nunavut, Canada, marking a pivotal breakthrough for the uranium exploration company. The results from the first two drill holes of their 2025 exploration program demonstrate both new discovery potential and continued expansion of their established resource base.
The company's maiden drill hole at the KU Discovery Target successfully intersected uranium mineralization within the previously...
Omai Gold Mines (TSXV:OMG) - High-Grade Discovery Transforms Economics of Historic Guyana Mine
Interview with Elaine Ellingham, President & CEO of Omai Gold Mines Corp.
Our previous interview: https://www.cruxinvestor.com/posts/omai-gold-mines-tsxvomg-drill-program-reveals-high-grade-gold-6891
Recording date: 27th June 2025
Omai Gold Mines (TSXV:OMG) is advancing the development of what was once South America's largest primary gold producer, leveraging significant resource expansion and high-grade discoveries to transform the economics of the historic Guyana operation. The company has established a substantial foundation with 2 million ounces indicated and 2.3 million inferred resources, while 30,000 meters of additional drilling since the last estimate positions the project for significant resource growth.
The...
enCore Energy (TSXV:EU) - US Uranium Leader Doubles Production to 3,700 lbs/day in Q2 Turnaround
Interview with William Sheriff, Executive Chairman of enCore Energy Corp.
Our previous interview: https://www.cruxinvestor.com/posts/encore-energy-tsxv-eu-uranium-production-reset-sparks-opportunity-6905
Recording date: 27th June 2025
enCore Energy Corp (TSXV:EU), the leading in-situ recovery uranium producer in the United States, has achieved a dramatic operational transformation following a strategic reorganization implemented in March 2025. The company has nearly doubled its daily uranium extraction rates from below 2,000 pounds to over 3,700 pounds per day while simultaneously reducing production costs by 20%.
The production surge resulted from accelerated drilling operations and expanded capacity. enCore increased its active drilling...
Erdene Resource Development (TSX:ERD) - Mongolia Gold Mine 98% Complete, First Pour September 2025
Interview with Peter Akerley, President & CEO of Erdene Resources Development Corp.
Our previous interview: https://www.cruxinvestor.com/posts/erdene-resource-development-tsxerd-mongolia-gold-developer-to-pour-first-gold-by-q3-2025-6815
Recording date: 27th June 2025
Erdene Resource Development (TSX:ERD) is on the verge of becoming Mongolia's newest gold producer, with construction at its flagship Bayan Khundii project reaching 98-99% completion and first gold production targeted for early-to-mid September 2025. The company expects to achieve commercial production by mid-November, marking a significant milestone in Mongolia's emerging mining sector.
The project represents a compelling investment opportunity with projected annual production of 85,000 ounces...
Crypto Giant Tether Acquires Controlling Stake in Gold Mining Royalty Firm
Recording date: 25th June 2025
Compass, episode 20
Tether, the company behind the USDT stablecoin, has acquired a 37.8% stake in Elemental Altus Royalties Corp, marking a significant development for the mining royalty sector. The transaction, executed at $1.55 per share through purchases from La Mancha and another shareholder, and grants Tether the right to acquire up to 51.8% of the company.
The investment brings unprecedented financial firepower to the mining space. Tether generates over $5 billion annually in cash flow from its $100+ billion in deposits, which are invested in U.S. treasuries yielding 4-5%. To contextualize this scale...
Revival Gold (TSXV:RVG) - Fast-Tracked for 100k Production by 2028
Interview with Hugh Agro, President & CEO of Revival Gold Inc.
Our previous interview: https://www.cruxinvestor.com/posts/gold-copper-developers-disciplined-approach-to-project-advancement-7086
Recording date: 25th June 2025
Revival Gold (TSXV:RVG) is accelerating development of its Mercur gold project in Utah, positioning itself as a near-term producer in response to favorable market conditions and regulatory advantages. The company's strategic decision to prioritize Mercur over its larger Beartrack Arnett asset in Idaho centers on the Utah project's location on private land, which enables a faster two-year permitting timeline compared to federal land requirements.
The Mercur project...
Kodiak Copper (TSXV:KDK) - Maiden Resource Reveals 300M Tons at $10B+ BC Copper Project
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-bc-porphyry-explorer-advances-from-discovery-to-resource-stage-in-2025-6573
Recording date: 25th June 2025
Kodiak Copper Corp (TSXV: KDK) has announced a significant milestone with its maiden mineral resource estimate for the MPD copper-gold project in British Columbia, marking the culmination of six years of systematic exploration. The resource encompasses four of seven identified mineralized zones, revealing 300 million tons of mineralization grading 0.42% copper equivalent for indicated resources and 0.33% for inferred resources.
The scale of the discovery positions...
Highland Copper (TSXV: HI) - Fully Permitted US Copper Developer Targets 2026 Construction Decision
Interview with Barry O'Shea, CEO, Highland Copper
Recording date: 18th June, 2025
Highland Copper Company emerges as one of the most compelling investment opportunities in the U.S. critical minerals sector, operating a fully permitted copper development project positioned to address America's growing strategic mineral shortage. Led by CEO Barry O'Shea, who brings 15 years of mining finance expertise including successful value creation at Fiore Gold, the company's Copperwood project in Michigan's Upper Peninsula represents a rare construction-ready copper mine in domestic U.S. markets.
The project's economics demonstrate exceptional leverage to copper prices. At $4...
Metals Exploration (LSE:MTL) - Self-Funded Nicaragua Gold Mine Targets 140K Oz Start in Q4 2026
Interview with Darren Bowden, CEO, Metals Exploration
Our previous interview: https://www.cruxinvestor.com/posts/metals-exploration-lsemtl-gold-producer-targets-500m-annual-cash-flow-by-2028-6846
Recording date: 18th June, 2025
Metals Exploration is executing a strategic transformation from a single-asset gold producer to a diversified mining company operating across the Philippines and Nicaragua. The company's Runruno mine in the Philippines currently generates $96 million in annual free cash flow while producing 70,000-80,000 ounces of gold, providing the financial foundation for aggressive expansion plans.
The centerpiece of this growth strategy is the January 2025 acquisition of Condor Gold in Nicaragua, where Metals...
Platinum Group Metals Explode Higher as Physical Demand Overwhelms Supply
Recording date: 18th June, 2025Â
The platinum group metals (PGMs) sector is experiencing a significant rally driven by fundamental supply-demand imbalances and emerging physical demand from China. Since May 1st, platinum has surged 33% while palladium has gained 12.5%, marking a notable shift in markets that had been in deficit for years without corresponding price appreciation.
According to investment firm Olive Resource Capital, both platinum and palladium have operated in substantial deficits exceeding 500,000 ounces annually since 2022-2023, representing approximately 5% of their respective markets. The global palladium market totals roughly 9 million ounces annually, while platinum demand reaches about 7 million o...
Pan Global Resources (TSXV:PGZ) - Major Gold Discovery Expands Spanish Copper Project Potential
Interview with Tim Moody, President & CEO of Pan Global Resources Inc.
Our previous interview: https://www.cruxinvestor.com/posts/pan-global-resources-tsxvpgz-advancing-towards-maiden-copper-resource-7130
Recording date: 20th June 2025
Pan Global Resources (TSXV:PGZ) has delivered impressive operational and market performance in 2025, with CEO Tim Moody reporting a 50% share price increase driven by significant exploration breakthroughs at the company's Spanish copper-gold projects. The Vancouver-based mining company has strategically positioned itself in Spain's prolific Iberian Pyrite Belt, where recent drilling results are reshaping investor perceptions of the portfolio's potential.
The company's most notable achievement centers on the...
New Found Gold (TSXV:NFG) - Newfoundland Reboot Changes Business Model
Interview with Keith Boyle, CEO of New Found Gold
Recording date: 13th June, 2025
New Found Gold Corporation has undergone significant leadership changes and adopted a development-focused approach under new management. The company appointed Keith Boyle as CEO in January 2025, following a complete board changeover in December 2024. Boyle brings four decades of mining experience and a track record of developing eight previous projects, describing his team as "mine builders."
The company's flagship asset spans 110 kilometers in Newfoundland, containing 1.4 million ounces of indicated gold resources and 600,000 ounces of inferred resources. What sets this deposit apart...
Helix Exploration (LSE:HEX) - Self Funding Model for Helium Exploration
Interview with Bo Sears, CEO of Helix Exploration
Our previous interview: https://www.cruxinvestor.com/posts/helix-exploration-lsehex-strategic-producer-targets-us-helium-supply-gap-6513
Recording date: 18th June, 2025
Helix Exploration presents a compelling investment opportunity as a self-funded helium producer positioned to begin commercial production by end of summer 2025. CEO Bo Sears leads a company with 355 million cubic feet of recoverable helium reserves in Montana's Rudyard Field, demonstrating a perfect drilling success rate with three productive wells from three attempts. The company's processing plant is two-thirds complete with critical membrane units arriving from Europe, positioning Helix to capitalize on helium's...
Premier American Uranium (TSXV:PUR) - Nuclear Fuels Acquisition Creates Major US Uranium Player
Interview with Colin Healey, CEO, Premier American Uranium
Our previous interview: https://www.cruxinvestor.com/posts/premier-american-uranium-tsxvpur-on-uraniums-future-in-powering-the-clean-energy-transition-6793
Recording date: 17th June, 2025
Premier American Uranium has announced a transformative acquisition of Nuclear Fuels, expected to close in mid-to-late August 2025, that more than doubles the company's Wyoming exploration footprint and positions it as a major pure-play uranium exploration company focused on US assets. The strategic combination creates 20-42 million pounds of combined exploration targets, representing a 150-250% increase in the company's resource potential.
The acquisition brings together complementary assets with significant operational synergies...
Capital Metals (LSE:CMET) - Strategic Alliance Advances World's Highest-Grade Mineral Sands Play
Interview with Gregory Martyr, Executive Chairman of Capital Metals PLC
Our previous interview: https://www.cruxinvestor.com/posts/capital-metals-lsecmet-unlocking-value-in-high-grade-sri-lankan-mineral-sands-6384
Recording date: 16th June 2025
Capital Metals (LSE:CMET) has secured a transformative partnership for its Taprobane mineral sands project in Sri Lanka, marking a significant milestone in the company's path to production. The AIM-listed developer announced a 14% investment from Ambeon Capital, a Sri Lankan investment group that brings crucial local expertise and government connections to the high-grade deposit on the country's east coast.
The Taprobane project distinguishes itself through exceptional resource quality...
Canada Nickel (TSXV:CNC) - Raises $11M to Unlock World's Largest Nickel District
Interview with Mark Selby, CEO, Canada Nickel
Our previous interview: https://www.cruxinvestor.com/posts/nickel-market-shows-signs-of-strength-after-period-of-volatility-7156
Recording date: 17th June, 2025
Canada Nickel Company has successfully upsized its brokered private placement from C$8 million to C$11 million, pricing units at $0.85 with half-warrants exercisable at $1.20. CEO Mark Selby attributed the strong institutional investor interest to the strategic value of the company's flagship Crawford Nickel Sulphide Project, despite ongoing market volatility from shorting activity affecting the broader sector.
The Crawford project represents a substantial $2.5 billion development opportunity, with financing structured to minimize dilutive equity...
Santacruz Silver (TSXV:SCZ) - Q1 Revenue Hits $70M as Turnaround Plan Delivers Results
Interview with Arturo Préstamo Elizondo, Executive Chairman & CEO of Santacruz Silver Mining Ltd.
Our previous interview: https://www.cruxinvestor.com/posts/santacruz-silver-tsxvscz-strengthened-financial-position-deleveraged-and-developing-6319
Recording date: 16th June 2025
Santacruz Silver Mining (TSXV:SCZ) has reported exceptional Q1 2025 financial results, demonstrating the success of its operational turnaround strategy. The multi-metal producer generated revenues north of $70 million with EBITDA of $27 million, representing a dramatic gross profit increase of nearly 7,000% year-over-year.
Executive Chairman Arturo Préstamo Elizondo attributed the strong performance to multiple factors, including favorable metal prices, strategic investments in mining operations, and beneficial cu...
From Mega Mines to Lean Machines: Rio2 Ltd & Vista Gold’s Blueprint for Fast-Track Gold Production
Interview with
Alex Black, Executive Chairman of Rio2 Ltd.
Frederick H. Earnest, President & CEO of Vista Gold
Recording date: 13th June 2025
Two prominent gold development companies are pioneering a new approach to mine development, scaling down their flagship projects to achieve self-funded construction rather than waiting for major mining company buyouts despite gold prices reaching historic highs above $3,200 per ounce.
Rio2 Limited and Vista Gold Corp have both restructured their development strategies, prioritizing buildable projects over large-scale operations requiring external financing. Rio2's Fenix Gold project in Chile has been redesigned...
Perseus Mining (ASX:PRU) - African Gold Producer Targets 2.5M Ounces Over Five Years
Interview with Jeff Quartermaine, Managing Director & CEO of Perseus Mining Ltd.
Our previous interview: https://www.cruxinvestor.com/posts/perseus-mining-asxpru-gold-producers-800m-cash-new-production-coming-7050
Recording date: 11th June 2025
Perseus Mining Limited (ASX: PRU) has released comprehensive five-year guidance targeting 2.5 million ounces of gold production at all-in sustaining costs of $1,400-1,500 per ounce, with an impressive 93% of production backed by JORC-compliant reserves rather than speculative resources. The Australian-listed company, which operates exclusively across African gold mining jurisdictions, aims to address persistent market misconceptions about its asset quality and longevity.
CEO Jeff Quartermaine attributes the company's...
Cassiar Gold (TSXV:GLDC) - Dual Strategy Drives Growth to 2.34Moz, Eyes 5Moz Target
Interview with Marco Roque, President & CEO of Cassiar Gold Corp.
Our previous interview: https://www.cruxinvestor.com/posts/cassiar-gold-tsxvgldc-defining-a-5-million-ounce-gold-district-scale-opportunity-in-bc-canada-5923
Recording date: 12th June 2025
Cassiar Gold (TSXV:GLDC) has emerged as one of North America's most compelling exploration stories, delivering substantial resource growth while maintaining a disciplined approach to development at their flagship project in northern British Columbia. The company recently expanded its mineral resource estimate to 1.93 million ounces inferred plus 410,000 ounces indicated, representing a significant increase from the previous 1.4 million ounces.
What distinguishes Cassiar from typical exploration projects is its...
Olive Resource Capital (TSXV:OC): Posting Further Gains In May as Gold and Silver Markets Heat Up
Pacific Ridge Exploration (TSXV:PEX)- Fiore Group Backing Fuels 250M+ Ton Copper Resource Push
Interview with Blaine Monaghan, President & CEO of Pacific Ridge Exploration Ltd.
Our previous interview: https://www.cruxinvestor.com/posts/pacific-ridge-exploration-tsxvpex-tapping-into-bcs-copper-gold-amid-global-demand-surge-5754
Recording date: 11th June 2025
Pacific Ridge Exploration Limited (TSXV:PEX) has undergone a significant strategic transformation, joining the prestigious Fiore Group while pivoting from planned US expansion back to its core British Columbia copper-gold portfolio. Under CEO Blaine Monaghan's leadership, the company now controls 100% of five promising projects in BC's emerging critical minerals landscape.
The partnership with the Fiore Group represents a major validation of Pacific Ridge's asset quality, bringing strategic...
Integra Resources (TSXV:ITR) - Nevada Gold Producer Targets 300K Oz with $60M War Chest
Interview with George Salamis, President & CEO of Integra Resources Corp.
Our previous interview: https://www.cruxinvestor.com/posts/integra-resources-tsxvitr-developer-transforms-into-cash-flowing-gold-producer-7094
Recording date: 9th June 2025
Integra Resources has successfully completed its transformation from a gold developer to a cash-flowing producer, marking a pivotal shift in the company's eight-year trajectory. The Nevada-focused mining company now operates the Florida Canyon mine, which began production six months ago and serves as the financial engine for developing two additional projects in the state's prolific Great Basin region.
President and CEO George Salamis emphasizes that many institutional investors...
Rome Resources (LSE:RMR) - Major Tin Hit Beyond Known Zone Transforms Project Outlook
Interview with Paul Barrett, CEO, Rome Resources
Our previous interview: https://www.cruxinvestor.com/posts/rome-resources-lsermr-drc-drilling-restarts-7052
Recording date: 8th May 2025
Rome Resources PLC has announced a potentially transformative discovery at its flagship Bisie North project in the Democratic Republic of Congo, identifying a new tin zone that extends well beyond the company's previously known mineralized footprint. The AIM-listed tin and base metals explorer intersected a 40-meter-wide tin-bearing zone in drill hole MADD030 on the northeastern flank of the Mont Agoma prospect, with initial XRF readings confirming elevated tin levels.
What makes...
Glencore-Backed Stillwater Critical Minerals (TSXV:PGE) Polymetallic Mine Opportunity in Montana
Interview with Michael Rowley, President & CEO of Stillwater Critical Minerals
Our previous interview: https://www.cruxinvestor.com/posts/group-ten-metals-pge-pges-nickel-and-copper-time-to-reward-patient-investors-343
Recording date: 5th June 2025
Stillwater Critical Minerals has positioned itself as a leading domestic critical minerals investment opportunity, combining substantial polymetallic resources with strategic institutional backing and favorable policy tailwinds. The company's recent transformation from Group 10 Metals reflects management's conviction in their Montana asset, which sits within America's most established platinum group element mining district.
The investment proposition centers on a significant resource base containing 1.6 billion pounds of nickel, copper, and cobalt...
Northisle Copper & Gold (TSXV:NCX) - $2B NPV Project Signals Significant Value Gap at Current Prices
Interview with Sam Lee, President & CEO of NorthIsle Copper & Gold Inc.
Our previous interview: https://www.cruxinvestor.com/posts/northisle-copper-gold-tsxvncx-long-life-high-margin-canadian-project-6739
Recording date: 5th June 2025
Northisle Copper & Gold is positioning itself as a premier copper-gold development story, combining exceptional project economics with strategic board additions that signal institutional credibility. Led by President and CEO Sam Lee, the company has assembled a world-class team to advance what it characterizes as an extraordinary project trading at significant discount to its underlying value.
The company's preliminary economic assessment reveals compelling fundamentals: a CAD$2 billion NPV...
Northern Superior Resources (TSXV:SUP) - High-Grade Gold Found Below Planned Open Pit
Interview with Simon Marcotte, President & CEO of Northern Superior Resources Inc.
Our previous interview: https://www.cruxinvestor.com/posts/northern-superior-resources-tsxvsup-consolidating-12moz-resource-base-7148
Recording date: 7th June 2025
Northern Superior Resources (TSXV: SUP) has reported exceptional drilling results at its flagship Philibert project in Quebec's Chibougamau Gold Camp, delivering what CEO Simon Marcotte describes as "probably the best drilling results we've seen" at the property. The discovery of high-grade underground mineralization directly beneath the existing open-pit resource fundamentally transforms the project's development profile and economic potential.
The latest drilling campaign intersected remarkable grades including 21.6...
ATHA Energy (TSXV:SASK) - District-Scale Uranium Discovery Potential in Untested Basin
Interview with Troy Boisjoli, CEO, ATHA Energy
Our previous interview: https://www.cruxinvestor.com/posts/atha-energy-tsxvsask-up-to-47-grades-defining-mineralized-potential-6890
Recording date: 4 May 2025
ATHA Energy emerges as a compelling uranium investment opportunity amid unprecedented nuclear expansion policies and shifting global supply dynamics. The Canadian exploration company controls significant uranium assets positioned to benefit from US executive orders targeting a quadrupling of nuclear power capacity from 50 million to 200 million pounds per annum.
The company's flagship Angilak project holds a 43 million pound historic resource at an exceptional 0.69% U3O8 grade, comparable to world-class deposits. ATHA's 2024 drilling...
Blue Lagoon Resources (CSE:BLLG) - Permits Secured After 5 Years - Gold Mine Goes Live July 2025
Interview with Rana Vig, Director & CEO of Blue Lagoon Resources
Our previous interview: https://www.cruxinvestor.com/posts/blue-lagoon-resources-bllg-gold-producer-focused-on-being-explorer-1079
Recording date: 5 May 2025
Blue Lagoon Resources (CSE: BLLG, OTCQB: BLAGF) is set to commence gold production on July 9, 2025, marking the culmination of a five-year permitting process that CEO Rana Vig initially expected to take just 18 months. The company's high-grade British Columbia property near Smithers represents a significant milestone in today's challenging regulatory environment, where typical mining permits can extend to 20 years.
The 22,000-hectare property contains 15 known high-grade veins averaging 9 grams per ton...
FireFly Metals (ASX:FFM) - High-Grade Copper Deposit Rescue Story Secures ~A$75M Funding
Interview with Darren Cooke, CEO, FireFly Metals
Recording date: 5 May 2025
FireFly Metals has emerged as a compelling turnaround opportunity in the Canadian mining sector following its strategic acquisition of the Green Bay copper-gold project in Newfoundland. The company acquired the asset from administration in August 2023, securing an unencumbered deposit after clearing all previous debt and unfavorable contracts that had plagued the former operator.
Under CEO Darren Cooke, a seasoned geologist with experience at Northern Star, Barrick, and Newmont, FireFly has transformed the project's prospects through aggressive resource expansion and strategic infrastructure planning. The...
Magna Mining (TSXV:NICU) Delivers Strong First Month Operation with 790,000 lbs CuEq Production
Interview with Jason Jessup, CEO of Magna Mining Inc.
Our previous interview:Â
Recording date: 4th June 2025
Magna Mining. presents a compelling investment opportunity as one of the few junior mining companies delivering immediate copper production with clear pathways to operational scaling. Following the February 2025 acquisition of the McCreedy West mine in Ontario's Sudbury basin, the company generated positive cash flow of $300,000 in its first operational month while producing 790,000 pounds of copper equivalent—results that exceeded management expectations during what was effectively a three-week transition period.
The company's operational success validates its pro...
OR Royalties (TSX:OR) - Transforming $300M Debt to Net Cash Across Precious Metal Portfolio
Interview with Jason Attew, President & CEO of OR Royalties
Our previous interview: https://www.cruxinvestor.com/posts/osisko-gold-royalties-tsxor-new-strategy-pays-off-as-share-take-off-6881
Recording date: 4th June 2025
OR Royalties presents a compelling precious metals investment opportunity following a remarkable financial transformation under CEO Jason Attew's leadership. The company has eliminated $300 million in debt over 19 months while achieving a net cash position, positioning it to capitalize on elevated gold prices and favorable market conditions.
Financial Performance and Outlook
The company generated approximately $160 million in operating cash flow during 2024 and projects 40% growth to $220-230 million in 2025, assuming...
Permitted, Backed, and Building: Osisko Development’s (TSXV:ODV) Fast-Track to 200,000 oz Gold
Interview with Sean Roosen, Founder & CEO of Osisko Development Corp.
Our previous interview: https://www.cruxinvestor.com/posts/osisko-development-tsxvodv-permitted-cariboo-project-towards-becoming-500000-oz-gold-camp-6379
Recording date: 4th June 2025
Osisko Development Corporation presents a compelling investment opportunity as one of only two fully permitted gold mines in Canada, positioning the company to capitalize on gold's strategic renaissance while benefiting from exceptional project economics and proven management execution.
Project Fundamentals
The Cariboo Gold project in British Columbia represents a rare permitted asset in an increasingly constrained development environment. With construction permits secured in under 5 years compared...
