Company Interviews

10 Episodes
Subscribe

By: Crux Investor

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.

Challenger Energy Group (LON:CEG) - High Risk, High Reward Oil Play with Chevron
Today at 11:01 AM

Interview with Eytan Uliel, CEO of Challenger Energy Group PLC

Recording date: 26th March 2024

Challenger Energy Group (LON:CEG) offers investors a speculative and lucrative opportunity to gain exposure to Uruguay's nascent offshore oil industry. The junior explorer has secured a leading acreage position in the South Atlantic country and recently brought in oil major Chevron as a deep-pocketed partner to fund exploration.

Uruguay is emerging as a potential global oil hot spot, spurred by massive finds in geologically analogous Namibia. The discovery of the Venus and Graff fields offshore Namibia in 2022 confirmed...


Puma Exploration (TSXV:PUMA) - The Next Major High-Grade Gold Discovery in New Brunswick
Yesterday at 2:50 PM

Interview with Marcel Robillard, President & CEO of Puma Exploration Inc.

Our previous interview: https://www.cruxinvestor.com/posts/puma-exploration-tsxvpuma-high-grade-gold-intercepts-confirm-scale-potential-4400

Recording date: 25th March 2024

Puma Exploration (TSXV:PUMA) is an emerging gold exploration company with a flagship asset that has the potential to become a major new gold district in Canada. The company's Williams Brook gold project, located in the highly prospective Bathurst Mining Camp of New Brunswick, boasts widespread high-grade gold mineralization at surface across a massive 40,000-hectare land package. With a proven exploration approach, strong financial position, and experienced leadership team, Puma...


Calidus Resources (ASX:CAI) - Reignites Growth with Financial Restructuring & Operational Milestones
Last Tuesday at 11:38 AM

Interview with David Reeves, MD of Calidus Resources Ltd.

Our previous interview: https://www.cruxinvestor.com/posts/calidus-resources-cai-23m-growth-capital-to-deliver-130000oz-3120-95632

Recording date: 25th March 2024

Calidus Resources, an emerging gold producer operating in the Pilbara region of Western Australia, has recently taken significant steps to strengthen its financial position and pave the way for substantial near-term production growth. Calidus has completed a $16.5 million capital raise to further bolster its balance sheet, as the company has restructured its financing arrangement with Macquarie Bank, freeing up approximately $31 million in cash flow this year. 

T...


Reunion Gold (TSXV:RGD) - Poised for Growth, Updated MRE at Promising OKO West Project in Guyana
Last Tuesday at 11:19 AM

Interview with Rick Howes, President & CEO of Reunion Gold Corp.

Our previous interview: https://www.cruxinvestor.com/posts/reunion-gold-tsxvrgd-fast-track-from-discovery-to-gold-production-4812

Recording date: 25th March 2024

Reunion Gold, an exploration and development company operating in the Guyana Shield, South America, presents a compelling investment opportunity with its flagship OKO West Project in Guyana. The company has released an updated resource estimate, showcasing a significant increase in total ounces and higher-grade underground resources, further enhancing the project's potential.

The OKO West Project's combined indicated and inferred resources now stand at 5.9 million ounces of gold, a 38...


Bright Future for Investors & Gold Continues Gains
Last Sunday at 4:18 PM

Interview with Alex Black, Executive Chairman of Rio2 Ltd. and Hugh Agro, President & CEO of Revival Gold

Recording date: 21st March 2024

As the global economy navigates uncharted waters, gold is once again demonstrating its enduring value and appeal. In a wide-ranging discussion, two top mining CEOs – Alex Black of Rio2 Limited and Hugh Agro of Revival Gold – laid out a compelling case for why investors should be taking a shine to the yellow metal.

Gold prices have been on a tear, notching impressive gains. "In 20 years the gold price has quite tripled. In the...


Arrow Exploration (LSE:AXL) - Value Creation of a Low-Cost, High-Growth Producer in the Llanos Basin
03/21/2024

Interview with Marshall Abbott, Director & CEO of Arrow Exploration Corp.

Our previous interview: https://www.cruxinvestor.com/posts/arrow-exploration-tsxvaxl-45m-drilling-campaign-to-double-oil-output-4826

Recording date: 18th March 2024

Arrow Exploration presents a compelling investment opportunity as a high-growth junior oil producer focused on the prolific Llanos Basin of Colombia. With a proven management team, attractive asset base, and fully-funded growth plans, Arrow is poised to deliver strong production growth and shareholder returns in 2024 and beyond.

The company's investment thesis is underpinned by its recent exploration success in the Carrizales Norte field Tapir Block where Arrow's 2...


Thor Explorations (LSE:THX) - Surging Cash Flow, Debt Paydown and Exploration Upside for 2024
03/21/2024

Interview with Segun Lawson, CEO of Thor Explorations Ltd.

Our previous interview: https://www.cruxinvestor.com/posts/thor-explorations-lsethx-gold-producers-free-option-on-lithium-portfolio-3904

Recording date: 18th March 2024

Thor Explorations, a West Africa-focused gold producer, is poised for a pivotal year in 2024 as it looks to capitalize on strong production, significant cash flow generation, and exploration upside. 

The company is guiding for gold production of 95,000 to 100,000 ounces this year. This production profile is expected to drive robust free cash flow generation, which will be used to strengthening the balance sheet. Thor expects to fully repay its $22 million i...


NGEx Minerals (TSXV:NGEX) - Unlocking the Potential of the Vicuña District's Copper Riches
03/20/2024

Interview with Wojtek Wodzicki, President & CEO of NGEx Minerals (TSX-V: NGEX)

Our previous interview: https://www.cruxinvestor.com/posts/ngex-minerals-ngex-helados-is-now-low-risk-potro-cliffs-filo2-2675

Recording date: 15th March 2024

Copper is poised to be a key player in the global shift towards clean energy, and NGEx Minerals (TSX: NGEX) is well-positioned to capitalize on this opportunity. With two high-quality copper projects in the prolific Vicuña district of Chile and Argentina, a strong management team, and a healthy balance sheet, NGEx Minerals offers investors a compelling opportunity to gain exposure to the growing demand for copper.


ATEX Resources (TSXV:ATX) - Unlocking Value in a World-Class Copper Discovery
03/19/2024

Interview with Ben Pullinger, Senior VP Exploration of ATEX Resources Inc.

Our previous interview: https://www.cruxinvestor.com/posts/atex-resources-tsxvatx-drilling-the-next-major-copper-discovery-in-chile-4161

Recording date: 15th March 2024

ATEX Resources (TSXV:ATX) is a Canadian exploration company focused on advancing the Valeriano copper-gold project in Chile. With a large, high-grade resource already delineated and recent drilling pointing to significant expansion potential, Valeriano is emerging as one of the most exciting new copper discoveries in recent years.

The project boasts a resource of 1.4 billion pounds of copper at an average grade of 0.7%, including a higher-grade core...


First Mining Gold (TSX:FF) - De-Risking Multi-Million Ounce, Tier-One Canadian Gold Assets
03/18/2024

Interview with Dan Wilton, CEO of First Mining Gold Corp.

Our previous interview: https://www.cruxinvestor.com/posts/first-mining-gold-tsxff-investment-case-for-top-10-gold-developer-4797

Recording date: 15th March 2024

First Mining Gold (TSX:FF) offers investors a compelling opportunity to gain exposure to two of the largest undeveloped gold projects in Canada. The company's flagship Springpole project in Ontario hosts 4.6 million ounces of gold reserves and is approaching the final stages of a lengthy permitting process. Meanwhile, the Duparquet project in Quebec provides additional optionality and exploration upside with a 5.3 million ounce resource.

First Mining believes...