
Company Interviews
2,060 episodes — Page 27 of 42
Signal Gold (TSX:SGNL) - Nova Scotia's Next Major Gold Mine
Interview with Kevin Bullock, President & CEO of Signal Gold Inc.Our previous interview: https://www.cruxinvestor.com/posts/signal-gold-sgnl-expands-goldboro-district-through-aggressive-drilling-financing-pursuit-3242Recording date: 13th September 2023Signal Gold Inc. (TSX: SGNL) is focused on advancing exploration and development of its 100% owned Goldboro gold project located in the Canadian province of Nova Scotia. Goldboro hosts a high-grade gold resource amenable to open pit and underground mining, with strong potential for expansion.The Goldboro gold project covers approximately 200 square kilometers in the emerging gold mining district of eastern Nova Scotia. The project is located just 185 kilometers northeast of Halifax, providing easy access to skilled labor, supplies and infrastructure.Nova Scotia is considered a top-tier mining jurisdiction, with a stable political environment and straightforward permitting process. The provincial government is supportive of new mine development, highlighting the benefits for job creation and economic growth.Goldboro hosts an estimated gold resource of 3 million ounces grading approximately 11 g/t. This places it amongst the highest grade undeveloped gold projects in Canada. Over 90% of the resource is in the measured and indicated category.An NI 43-101 compliant feasibility study outlines production of 100,000 ounces per year over a 7 year mine life from the defined reserves. However, Signal Gold sees strong potential to expand well beyond this through additional exploration and mine optimization.Recent exploration drilling by Signal Gold has intersected high-grade mineralization extending hundreds of meters outside the current pit shells. This points to the potential delineation of a third open pit, which could substantially increase the tonnage and annual gold production over the feasibility study life of mine.The deposit also contains an underground inferred resource, which has not yet been incorporated into development plans. Upgrading a portion of this to measured and indicated through additional drilling could allow Signal Gold to add an underground mining component alongside the open pits.Over the past year, Signal Gold has expanded its land position around Goldboro from 20 sq km to over 200 sq km. This has increased the strike length of known mineralization from 3 km to more than 40 km. Further exploration along this trend offers significant potential for new near-surface discoveries.With Goldboro’s robust economics and exploration upside, Signal Gold is engaged in discussions with potential strategic partners to advance the project. The aim is to attract the right partner to help optimize the asset while preserving upside potential for shareholders.A joint venture or partial project acquisition could provide capital for further optimization work and construction. This would leave shareholders with exposure to a de-risked project on the path to near-term production in a premier mining jurisdiction.—View Signal Gold's Company Profile: https://www.cruxinvestor.com/companies/signal-goldSign up for Crux Investor: https://cruxinvestor.com
Thor Explorations (LSE:THX) - Gold Producers Free option on Lithium Portfolio
Interview with Segun Lawson, CEO of Thor Explorations Ltd (LSE:THX)Our previous interview: https://www.cruxinvestor.com/posts/thor-explorations-thx-value-all-round-production-exploration-and-income-3005Recording date: 13th September 2023Thor Explorations is an emerging senior gold producer focused on acquiring, exploring, and developing gold projects located in West Africa. With an operating mine generating cash flow in Nigeria, a large-scale development project advancing in Senegal, and early-stage lithium exploration underway in Nigeria, Thor is leveraging its operational expertise and strategic relationships to unlock the vast mineral wealth across the region.Thor's flagship asset is the high-grade Segilola open pit gold mine, located in the prolific Osun Gold Belt in southwestern Nigeria. Having commenced production in 2021, Segilola forms the cornerstone asset in Thor's portfolio, producing 43,000 ounces of gold in the first half of 2022.With mining transitioning into higher grade zones, Thor has revised full year 2022 production guidance to a sustainable 85,000 ounces. The long-term goal is to leverage Segilola's central processing infrastructure to consolidate regional resources, extending mine life beyond the current 12-year outlook.Systematic exploration efforts targeting satellite deposits within trucking distance of the Segilola mill have delivered promising results. Thor is also assessing opportunities to acquire advanced projects from junior explorers to bolster growth.The most significant near-term growth driver is Thor's Douta Gold Project in southeastern Senegal's highly productive Kéniéba Inlier gold belt. With already defined resources of 1.78 million ounces of gold, Douta offers Thor scale potential in a jurisdiction with an established history of gold mining operations.Following a recently completed 15,000-meter drilling campaign aimed at upgrading resources and expanding mineralization, Thor is completing a feasibility study positioning Douta to become its second operating mine. With estimated average annual production above 100,000 ounces, Douta could potentially double Thor's total gold output over the next few years.Leveraging its first-mover advantage and strong government relationships in Nigeria, Thor has also acquired an extensive portfolio of high-grade lithium pegmatite occurrences exhibiting strong continuity in surface outcrops and shallow drilling intercepts.Through a separate corporate entity, Thor has commenced a 5,000-meter maiden drilling program to delineate resources on its core targets. With lithium demand forecast to grow exponentially to support electric vehicle and battery markets, successful exploration could position Thor to capitalize on surging lithium prices.Thor Explorations is led by a board and management team with decades of experience successfully exploring, developing, and operating mines across Africa. Having already built Segilola on time and budget, this seasoned team is focused on delivering value for shareholders by executing on a clear growth strategy for its asset portfolio.Trading at an attractive valuation relative to peers, and with a fully funded plan to substantially grow production, Thor offers investors an opportunity to gain exposure to high-upside gold and lithium assets in mining-friendly African jurisdictions. As Thor systematically unlocks value across its portfolio, shares in the company offer an appealing risk/reward proposition.—View Thor Explorations' Company Profile: https://www.cruxinvestor.com/companies/thor-explorations-ltdSign up for Crux Investor: https://cruxinvestor.com
Chakana Copper (TSXV:PERU) - Fully Permitted to Drill Multiple New Targets
Interview with David Kelley, President & CEO of Chakana Copper Corp.Our previous interview: https://www.cruxinvestor.com/posts/chakana-copper-tsxvperu-permit-approval-for-high-grade-drilling-3284Recording date: 13th September 2023Lima, Peru - Chakana Copper Corp. (TSXV:PERU) is rapidly advancing its flagship Soledad project, a high-grade gold-copper-silver discovery located in the prolific Ancash mining province of central Peru. Strategically positioned 35km south of Barrick’s Pierina mine, Soledad hosts near surface mineralization amenable to low-cost open pit mining.A maiden resource estimate outlines 109,000 ounces of gold equivalent grading 8.8 g/t AuEq within 650,000 tonnes starting at surface. This initial resource is based on shallow drilling at just seven breccia pipes within a 2km by 1km area, representing only 28% of the targets identified to date. Significant exploration upside remains to substantially expand resources by additional drilling at depth and testing new breccia pipes identified across the property.In 2019 Gold Fields Limited (NYSE:GFI) recognized this potential by investing $12 million into Chakana through a strategic partnership agreement. Gold Fields currently owns a 15% interest in Soledad. Their extensive due diligence validated the potential to delineate a much larger high-grade gold system.Chakana is now fully permitted to drill across the entire breccia pipe field and test additional compelling targets, most notably the Paloma porphyry target. Measuring 2.5km by 1km, Paloma exhibits a strong geophysical and geochemical signature typical of a mineralized porphyry system. The top of this anomaly starts approximately 125m below surface and provides a readily drillable target.A 4,000m drill campaign is planned for early 2023, with nine holes dedicated to testing the core of the Paloma porphyry target. Additional drilling will expand the high-grade resources around known breccia pipes. This drill program is designed to significantly increase resources and test the project’s tier-one discovery potential as endorsed by strategic partner Gold Fields.Renewed political stability in Peru is enticing mining investment back to the country following a volatile period since 2020. Major mining companies are now advancing multi-billion dollar projects, including the $5.3 billion Quellaveco copper mine under development by Rio Tinto and First Quantum. This reinforces Peru’s status as a premier global copper producer and stable mining jurisdiction.Chakana is currently completing a capital raise to fund its planned 2023 drill program. Strategic partner Gold Fields has signaled their support to follow their investment with additional funding. Drilling is expected to start in early 2023 once financing is secured.The current depressed market environment provides an opportunity for investors to gain exposure ahead of extensive exploration news flow in the coming year. Chakana offers leverage to high-impact drilling in Peru’s prolific mineral belts through a tight share structure and promising gold-copper project adjacent to multiple major mines.A significant discovery at the Paloma porphyry target would be transformational for Chakana, transitioning the project to a district-scale opportunity. Prospective investors can position themselves ahead of this potential value-creating event. With drilling slated to start shortly, a clear path to demonstrate the Soledad project’s world-class potential is expected over the coming year.—View Chakana Copper's Company Profile: https://www.cruxinvestor.com/companies/chakana-copperSign up for Crux Investor: https://cruxinvestor.com
Generation Mining (TSX:GENM) - Marathon Palladium Project Fast-Tracked to Production
Interview with Jamie Levy, President & CEO of Generation Mining LtdOur previous interview: https://www.cruxinvestor.com/posts/generation-mining-genm-talks-20m-draw-down-future-equity-needs-2642Recording date: 13th September 2023Generation Mining is on the cusp of transitioning its Marathon palladium-copper project in Ontario, Canada from development to construction. With major milestones upcoming over the next 6-12 months, Generation Mining represents an appealing investment opportunity with near-term re-rating potential.The Marathon deposit contains a global-scale palladium resource, with reserves of over 7 million ounces palladium and 1.1 million ounces platinum. At full production, it is expected to produce 120,000 oz palladium and 30 million lbs copper per year over a 13-year mine life.Importantly, Marathon is projected to be a low-cost producer, with all-in sustaining costs of just $814/oz palladium equivalent. This provides resilience even if palladium prices retreat from current levels near $1,300/oz.Generation Mining has made great strides to de-risk execution risk and minimize capital requirements. $640 million of project financing is already in place, including a palladium stream and debt facility. The company has also completed extensive geotechnical drilling and engineering work.With these accomplishments, Marathon is on a clear fast-track to production. Major catalysts over the next 6-12 months include:- Finalizing remaining permits- Securing additional funding- Awarding the lead construction contract- Starting early infrastructure construction works- Making a full construction decision- Achieving these milestones would significantly upgrade Marathon's investment case. The start of on-site construction activities in particular would be a major re-rating event.The company estimates it needs another $200-300 million to fully fund construction. While challenging markets have delayed the raising of this equity financing, the funding gap is manageable given Marathon's scale.Marathon's robust economics indicate the potential for strong upside at the current share price around CAD$0.80. At base case assumptions, the after-tax NPV is $1.07 billion. The IRR is an impressive 30%.Further, these economics are based on a palladium price of just US$1,725/oz – nearly $500/oz below the current spot price. There is substantial leverage to any strengthening of palladium prices back towards 2022 highs above $3,000/oz.Beyond the flagship Marathon project, Generation Mining's property package covers a massive 80-km mineralized palladium-copper belt. This points to potential for mine life extensions or future discoveries that could further improve value.With construction in sight, Generation Mining offers investors an intriguing opportunity to position for substantial near-term growth. The experienced management team is strongly aligned with shareholders to rapidly advance Marathon and realize its full potential.For investors seeking leveraged palladium exposure combined with near-term value catalysts, Generation Mining ticks all the boxes. The current valuation continues to provide an attractive discount ahead of pivotal project milestones expected over the coming months.—View Generation Mining's Company Profile: https://www.cruxinvestor.com/companies/generation-miningSign up for Crux Investor: https://cruxinvestor.com
EMX Royalty (TSXV:EMX) - Significant Increase in Revenue
Interview with David Cole, President & CEO of EMX Royalty Corp.Our previous interview: https://www.cruxinvestor.com/posts/emx-royalty-emx-talking-revenue-guidance-franco-nevada-focus-2004Recording date: 13th September 2023EMX Royalty Corp. (TSX-V, NYSE, Frankfurt: 6E9) generates royalty income, exploration upside, and strategic equity positions by identifying overlooked and underexplored mining assets. As a royalty company, EMX provides investors with exposure to the upside potential of precious, base, and battery metal discoveries while limiting typical mining risks. EMX advances projects through early-stage exploration and acquisition of royalty interests, while strategically retaining equity stakes in select projects. With a portfolio spanning North America, Turkey, Europe and Australia, EMX delivers discovery, development, and commodity price optionality to shareholders. —View EMX Royaltys' Company Profile: https://www.cruxinvestor.com/companies/emx-royaltySign up for Crux Investor: https://cruxinvestor.com
E79 Resources (CSE:ESNR) - Pivots to Nickel & Lithium As Gold Market Slumps
Interview with Patrick Donnelley, President & CEO of E79 Resources Corp.Our previous interview: https://www.cruxinvestor.com/posts/e79-resources-esnr-finding-high-grade-gold-in-australia-2603Recording date: 13th September 2023E79 Resources Corp. is a mineral exploration company focused on discovering Fosterville-style high-grade gold mineralization at its Beaufort and Myrtleford properties in the Victorian Goldfields of Australia. The company is also evaluating new opportunities across various commodities and jurisdictions to expand its project portfolio into metals such as copper, nickel, cobalt, and lithium. With a strong cash position of CDN$4.5 million, E79 Resources is well-funded to pursue accretive transactions and advance exploration on new projects. Under the leadership of President & CEO Patrick Donnelly, the company aims to leverage its technical expertise to unlock value from drill-ready mining assets with exceptional mineral potential.—View E79 Resources' Company Profile: https://www.cruxinvestor.com/companies/e79-resourcesSign up for Crux Investor: https://cruxinvestor.com
Liberty Gold (TSX:LGD) - A Drive To Discover Oxide Gold Deposits In The Great Basin
Interview with Jason Attew, President & CEO of Liberty Gold Corp.Recording date: 13th September 2023Liberty Gold is advancing its flagship Black Pine and Goldstrike projects in Idaho and Utah. With over 7 million ounces of exploration potential, these past-producing, open-pit, heap leach operations offer significant upside.An updated resource estimate outlines 2.6 million ounces of gold in the Indicated category at Black Pine. Ongoing metallurgical testing demonstrates rapid gold leach kinetics, supporting a variety of processing options. Active exploration drilling continues to expand resources at depth and along strike.At Goldstrike, the focus is on de-risking and advancing the project. Upcoming catalysts include an updated resource estimate and potential pre-feasibility study. Additional growth potential exists at the earlier-stage TV Tower project in Turkey.With its proven technical team, high-grade deposits, and location in mining-friendly jurisdictions, Liberty Gold is poised to unlock significant value for shareholders through systematic exploration and development. Key near-term catalysts include ongoing drill results and updated technical studies across its portfolio.View Liberty Gold's Company Profile at: https://www.cruxinvestor.com/companies/liberty-gold
Revival Gold Inc. (TSXV:RVG) - Significant Resource Uptick and the Road to Production by 2028
Interview with Hugh Agro, President & CEO of Revival Gold Inc.Recording date: 13th September 2023Revival Gold Inc. is a dynamic gold exploration and development company with a strong focus on growth. The company is actively advancing the Beartrack-Arnett Gold Project, strategically located in the state of Idaho, USA.Beartrack-Arnett stands as Idaho's largest historically productive gold mine. This project boasts an impressive pre-existing infrastructure and has recently undergone a Preliminary Feasibility Study, exploring the potential for resuming open pit heap leach gold production operations.Revival Gold's involvement in reassembling the Beartrack-Arnett land position began in 2017 and has yielded one of the most significant gold discoveries in the United States over the past decade. The mineralized trend at Beartrack stretches for more than five kilometers, remaining open along both strike and depth, while mineralization at Arnett shows promise in all directions.View Revival Gold's Company Profile : https://www.cruxinvestor.com/companies/revival-gold-inc
Reyna Silver (TSXV:RSLV) - Prudent Management And Exploration In Progress
Interview with Lauren Megaw, Investor Relations for Reyna Silver (TSX-V:RSLV)Recording date: 12th September 2023Reyna Silver Corp. is a junior mining company exploring for silver deposits in Mexico and the United States. The company's main assets include the Guigui and Batopilas properties in Chihuahua, Mexico. Guigui is located in the interpreted source area for the Santa Eulalia mining district, while Batopilas covers a historic high-grade silver system.In the United States, Reyna Silver has options to acquire the Medicine Springs project in Nevada, which targets carbonate replacement deposits, and the Gryphon Summit project in Nevada, which has potential for Carlin-style and carbonate replacement mineralization.The company also holds some early-stage exploration properties in Mexico. Reyna Silver is focused on finding and advancing high-grade silver deposits to drive growth and value creation for shareholders.
GR Silver Mining (TSX-V: GRSL) - Time to Restructure and Rebuild
Interview with Eric Zaunscherb, CEO & Chairman of GR Silver Mining (TSX-V: GRSL)Recording date: 12th September 2023GR Silver Mining is advancing its district-scale Plomosas silver project in Sinaloa, Mexico. Despite weak market conditions, CEO Eric Zaunscherb believes the company must press on rather than shut down. GR Silver has delivered on promises, expanding resources and exploration potential. However, the share price languishes far below projected value.To unlock value, Zaunscherb aims to consolidate through mergers or other deals with producers needing growth. This should attract investor interest versus remaining a standalone exploration play. Discussions are underway regarding synergies with cash-flowing companies or strategic investments.Rather than ego, the goal is maximizing returns for shareholders. Timing is critical to execute consolidation plans. The market favors scaled entities in the current environment.Plomosas offers low technical risk with permitted mining and toll milling options. Historic production occurred from 1986-2001. Third parties have expressed interest in offtake or funding to restart mining.In Mexico, recent mining legislation changes have created uncertainty. Detailed regulations are still pending. This has constrained capital for juniors, forcing layoffs. GR Silver wants pragmatic legislation balancing environmental needs and jobs.Despite silver prices, macro factors have hindered raising sufficient capital to advance drill programs. GR Silver’s share count expanded significantly through dilution. A rollback could occur alongside a major catalyst like a merger or acquisition.Technical successes have expanded resources and exploration potential considerably. However, the stock trades at a large discount to peers on an enterprise value per ounce basis. The discount partly reflects past sampling issues and capital needs.Plomosas offers exploration upside targeting intrusive-related mineralization and extensive concessions. The project advantages should factor into strategic discussions, along with leverage from current undervaluation.While market conditions are difficult, GR Silver remains focused on completing a transformative consolidation transaction to unlock the potential of its Mexican silver district assets.
Endeavour Silver (TSX: EDR) - Rebuilding Silver Gold Growth Portfolio
Interview with Dan Dickson, CEO of Endeavour Silver (TSX: EDR, NYSE: EXK)Recording date: 12th September 2023Endeavour Silver is a precious metals mining company focused on silver and gold production in Mexico. The company currently operates two higher-cost mines, Guanacevi and Bolañitos, but is advancing its transformational Terronera project.Construction commenced on Terronera in Q2 2023, with first production expected by Q4 2024. The new mine is forecast to double Endeavour's production while cutting all-in-sustaining-costs per ounce by half. This should improve the company's cost profile and cash flow generation.Endeavour has not needed to tap equity markets recently, funding Terronera construction from its balance sheet and debt facility. A $120 million debt commitment was secured earlier this year, providing capital to advance the project. The debt load is expected to peak by late 2024.An ATM facility provides additional financing flexibility and insurance if further funding is required. Endeavour's strong cash position and operating cash flow have allowed it to self-fund growth initiatives.Beyond Terronera, Endeavour acquired the Pitarrilla project last year from SSR Mining. Pitarrilla hosts over 600 million ounces of silver resources, representing further production growth potential. Underground exploration drilling is slated for 2023 to upgrade resources.The Parral project offers another near-term development opportunity, with historic underground workings and infrastructure in place. However, the large scale Pitarrilla is the key growth focus given its potential to be a company-maker asset.Endeavour will continue assessing distressed assets and creative M&A opportunities. The company takes a selective, methodical approach to acquisitions in order to systematically enhance its project pipeline over time.In Mexico, some government rhetoric against mining has emerged ahead of 2024 elections. However, no major tax or regulatory changes have been enacted under the current administration. Endeavour has strong legal and government relations expertise to navigate Mexico's mining industry.With improving operations, a strengthened balance sheet and clear growth runway from Terronera and Pitarrilla, Endeavour Silver appears well positioned to drive the next phase of production and cost profile gains.
Ridgeline Minerals (TSXV:RDG) - $40M Exploration Budget for 25% Free Carry
Interview with Chad Peters, CEO of Ridgeline Minerals (TSX-V: RDG)Recording date: 12th September 2023Ridgeline Minerals is a Nevada-focused precious and base metals explorer aiming to make new discoveries in proven districts. The company went public in 2020 but adapted its business model due to market conditions, forging strategic partnerships to advance projects while still retaining upside.Ridgeline’s flagship project is the 100% owned Selena project, which has potential to be a globally significant carbonate replacement deposit (CRD) discovery. CRDs are genetically related to porphyry copper systems and can contain substantial amounts of silver, lead, zinc and copper.Selena shares similarities with successful projects like the Taylor deposit in Arizona. Ridgeline has already drilled intercepts up to 6 meters of 1,200 g/t silver equivalent at Selena and believes the project could deliver transformational value.To advance other projects while minimizing dilution, Ridgeline executed deals with Nevada Gold Mines on its Swift and Carlin East gold projects, worth $40 million in spending for 70% ownership. Importantly, Ridgeline retains 25% fully carried interest through to first gold production on any new discoveries.This innovative structure provides upside exposure without excessive spending requirements if the projects are advanced. The deals allow Ridgeline to focus its technical team and capital on progressing Selena.Located in Eureka County, Nevada, Selena covers 39 square km of highly prospective ground. Ridgeline plans to systematically de-risk Selena and achieve initial resource estimates to attract interest from mid-tier and major base metals producers.Ridgeline’s experienced management team leverages extensive local relationships to source overlooked projects with major discovery potential, like the newly acquired Big Blue copper-silver project.With a lean team, capital from supportive institutions and strategic investors, and district-scale targets in top mining jurisdictions, Ridgeline offers substantial discovery potential and leveraged exposure to new high-value deposits.
Integra Resources (TSXV:ITN) - Starting to Demonstrate Scale and Margin
Interview with Jason Kosec, President & CEO of Integra Resources (TSX:ITN)Recording date: 12th September 2023Integra Resources is a precious metals exploration and development company focused on the Great Basin region of the western United States. The company is advancing three flagship oxide heap leach projects including the past-producing DeLamar Project in southwest Idaho and the Wildcat and Mountain View Projects in western Nevada. Integra also has a portfolio of high-potential early-stage exploration projects across Idaho, Nevada and Arizona. The company's long-term vision is to become a prominent mid-tier gold and silver producer in the United States.Jason Kosec, CEO of Integra Resources, discusses the company's gold and silver projects in Idaho and Nevada. Integra is focused on near-surface, heap-leachable ounces in the Great Basin region. With over 1.5 million indicated ounces and 310 million in projected value from just 5 acres drilled so far, Integra's DeLamar Project in Idaho is starting to demonstrate significant potential scale and margins.The recent Preliminary Economic Assessment (PEA) for DeLamar delivered robust results and blew out market expectations, despite the current difficult market conditions. The project benefits from a high indicated resource base (80%), strong recoveries (87-90%), and low strip ratio (0.2:1). Next steps are an updated resource by year-end, submission of the mine plan in Dec 2023, and a feasibility study in late 2024. Major exploration is also planned in 2023 to continue growing the resource.At the War Eagle Project in Nevada, drilling has been limited to just 5 acres but has already outlined 1.5 million ounces indicated. The project shows low strip ratios similar to DeLamar, meaning it is a simple, low-cost earth moving and crushing operation. Findings so far point to strong conversion rates, metallurgy and geotechnics. Integra is focused on further derisking the project next year while aggressively expanding the resource. Every 10% increase could yield $46 million in after-tax free cash flow, highlighting the growth potential.Given the favorable metrics and comparisons to producing mines like Marigold and Gold Bar, Integra's Nevada assets stand out as some of the highest grade in the region on a strip-adjusted basis. The company is working to highlight this value proposition to the market. Integra also plans to incorporate major stockpiles from past mining at DeLamar into the feasibility study, adding substantial ounces.Overall, Integra is focused on efficient capital allocation to exploration, resource growth, and permitting/feasibility advancement at DeLamar to surface value and advance towards a potential construction decision.
Dryden Gold (Pre-IPO) - Contact Company to Take Part in Listing
Interview with CEO Trey Wasser & President Maura Kolb Dreyden Gold (Pre-IPO)Recording date: 12th September 20023Dryden Gold is a private Ontario-based gold exploration company preparing for an initial public offering (IPO) on the TSX Venture Exchange. The company has consolidated a dominant 50,000+ hectare land position in the underexplored yet highly prospective Dryden gold district of northwestern Ontario.Dryden Gold's largest shareholder is mining legend Eric Sprott, who was also the largest shareholder of Kirkland Lake Gold which sold for $300 million. Other key investors include Alamos Gold and personal investments from bankers, brokers and analysts at six major investment banks.CEO Trey Wasser has extensive experience discovering and developing high grade gold deposits. His team includes mining veteran Maura Kolb, who has been busy evaluating extension targets and tracing the 1.5km known strike of the deposit's high grade vein. Assays have revealed exceptionally high grades including 34,000 grams per tonne over 8.5 meters.Surface sampling and 3D modeling have identified promising targets near historic mines in the camps. Dryden Gold has secured drill-ready patented claims spanning 7km of strike length and is eyeing strategic acquisitions to consolidate its position along the 50km shear zone.The experienced team specializes in complex, high grade gold systems and will systematically explore the most prospective ground first. The priority is expanding near known high grade mineralization to grow resources and make additional discoveries to feed the project pipeline before the IPO.Dryden Gold expects to complete its IPO within months, subject to market conditions. The IPO will fund expanded drilling and exploration of identified targets. The company is well positioned for significant resource growth and discovery potential given the huge underexplored land package, infrastructure, year-round access and strategic partnerships.With high grade hits, strong technical team, backing by proven mining investors and massive expansion potential, Dryden Gold presents an attractive early stage gold exploration opportunity in the prolific Canadian Shield.
Power Nickel (TSXV:PNPN) - High-Grades Give Confidence that Scale Will Come
Interview with Terry Lynch, CEO of Power Nickel (TSX-V: PNPN)Recording date: 12th September 2023 Power Nickel is a Canadian junior exploration company focused on developing its flagship Nisk nickel project in Quebec into Canada's first carbon-neutral nickel mine.Terry Lynch, CEO of Power Nickel (TSXV:PNPN), discusses the company's high-grade NISK nickel-copper-cobalt project in Quebec. An updated NI 43-101 resource estimate is expected by end of October, which will likely outline 8-10 million tons at 1.5% nickel equivalent. This initial resource from just one mineralized zone should be sufficient to support a commercial mining operation.NISK has an existing historical resource of 3.1 million tons at 1.6% nickel. Power Nickel has now drilled over 177,000 meters and hit nickel grades above 1% in the majority of holes. Highlights include a recent 300 meter step-out hole that intersected 25 meters of massive and semi-massive sulfides. The deposit remains open and Power Nickel is confident in rapidly expanding the resource along identified mineralized trends.The goal is to demonstrate sufficient scale at NISK to achieve a sizable revaluation of the company. Comparable nickel projects are currently valued around $400M for ~15M tons of resources. At 8-10M tons, NISK could potentially support a $150-200M valuation. Power Nickel recently secured a $7.5M investment from materials processor CVMR to complete a feasibility study and refine nickel end-products.In addition to expanding NISK, Power Nickel plans to test several other target areas identified nearby. The potential exists to delineate over 30M tons through systematic exploration of the ultramafic intrusion. Early drilling has also revealed promising platinum group metal intercepts that could provide added value.With high grades, excellent infrastructure and supportive stakeholders, NISK can be an economically robust mine even at lower nickel prices. The project is well positioned to capitalize on the pending supply shortages in the battery metals sector. Advancing the resource estimate and feasibility study over the next 6-9 months will be key catalysts for Power Nickel.
Kodiak Copper (TSXV:KDK) - 20,000m of Drill Assays Coming Soon
Interview with Claudia Tornquist, President & CEO of Kodiak Copper (TSX-V:KDK)Recording date: 12th September 2023Kodiak Copper is a Canadian mineral exploration company focused on copper porphyry projects in Canada and the United States. The company's flagship asset is the MPD copper-gold porphyry project in south-central British Columbia, which shows potential to host a large-scale deposit. MPD has high-grade mineralization within a wide mineralized envelope and several other untested exploration targets.Claudia Tornquist, CEO of Kodiak Copper (TSXV:KDK), discusses the company's large-scale exploration program underway at the MPD copper-gold project in southern British Columbia. Unlike previous years focused solely on the high-grade Gate Zone discovery, Kodiak is now systematically testing multiple targets across the 14 km2 property. The goal is to delineate the next big discovery and build significant scale through a methodical exploration approach.Kodiak has an extensive database of over 50,000 meters of historic, shallow drilling at MPD. The Gate Zone was discovered by drilling deeper below this historic drilling, uncovering high-grade copper-gold mineralization missed near surface. Several large geophysical and geochemical targets have now been identified across the property, presenting an opportunity to replicate this exploration model.Up to 25,000 meters of drilling is planned for 2023, targeting at least 5 zones. Early results at the West Zone returned long intercepts of 500+ meters grading 0.2-0.4% copper equivalent, including high-grade zones. New copper-gold mineralization was discovered at depth, and importantly, mineralized breccia zones were intersected – indicating proximity to a copper-gold source. Assay results will steadily flow through year-end and into early 2024.While additional high-grade discoveries are the ultimate goal, Kodiak is also keen to demonstrate scale potential. Lower grade intercepts of 0.2-0.4% copper equivalent help build critical mass. The project is situated in an established mining region, where comparables like Copper Mountain mine lower grades of ~0.23% copper at large scale. Infrastructure, access and skilled local workforce provide low operating costs that support development of MPD's sizeable resource base.Significant drill results and increasing project scale will aim to attract interest from major mining companies. An intermediate resource target is approximately 10 billion pounds of copper, which requires additional discoveries and resource growth beyond the Gate Zone. Kodiak maintains a strong partnership with Teck Resources, its largest shareholder with 19.9% interest. Teck is supportive of Kodiak's copper-focused exploration strategy in BC.In summary, Kodiak Copper is advancing a systematic, multi-target exploration program to build on its initial high-grade discovery at MPD and outline the project’s meaningful scale potential. Assay results from the extensive 2023 drill campaign will act as key catalysts in the year ahead.
G Mining Ventures (TSXV:GMIN) - Large-scale Gold Production In 2024!
Interview with Louis-Pierre Gignac, President & CEO of G Mining Ventures (TSX-V: GMIN)Recording date: 12th September 2023Louis-Pierre Gignac, CEO of G Mining Ventures (TSXV:GMIN), discusses development progress at the company's Tocantinzinho gold project in Brazil. One year after making a construction decision, the project is now approximately 50% complete and on track to commence production in H2 2023 – an exceptionally fast timeline.Tocantinzinho benefits from a significant amount of permitting and technical work completed by prior owners. G Mining has optimized the project layout and flowsheet through a detailed feasibility study to maximize economics and expedite development. US$458M in project financing was secured in a competitive process, providing a clear path to production.Major early works programs were initiated to mitigate schedule risk, including ordering long-lead items like the SAG mill. Locking in the power contract and major equipment also insulates against cost inflation. Project capex remains in-line with feasibility study estimates. Some input cost inflation has occurred, but will be partially offset by higher gold prices.An experienced build team has rapidly advanced detailed engineering to around 90% complete. 50% of total direct hours have been worked on site lost-time-injury free. Major procurements are complete, earthworks are progressing on schedule, and critical infrastructure is taking shape.At feasibility parameters, Tocantinzinho is expected to produce 175,000 ounces per year over a 10.5 year mine life, at low all-in sustaining costs of $700-750/oz. There is exploration potential to expand resources along strike and at depth. The project has robust economics at current gold prices, and G Mining’s execution capabilities significantly reduce development risks.With construction well underway, G Mining offers leverage to a re-rating as Tocantinzinho transitions to production. Comparable gold developers typically trade at higher EV/Resource multiples than G Mining. As project risks are removed, G Mining expects its valuation gap to close.The company aims to utilize its specialized development skills to acquire and construct additional gold projects. Americas-based assets with technical issues or expansion potential are well-suited. G Mining has proven it can effectively navigate new jurisdictions like Brazil. The goal is to have a second project in feasibility or construction by 2025 to build a multi-asset, mid-tier producer.In summary, G Mining Ventures is rapidly building the Tocantinzinho gold mine on time and budget to achieve near-term production. The company offers a compelling value proposition as it systematically executes on its strategy and develops into a profitable gold miner.
Denison Mines (TSX:DML) - De-risking activities delivered excellent results for the Phoenix project
Interview with David Cates, President & CEO of Dension MinesOur previous interview: https://www.cruxinvestor.com/posts/denison-mines-dml-u-isr-leaders-in-saskatchewan-feasibility-mid-yearRecording date: 8th September 2023Denison operates primarily in the uranium exploration and development sector, concentrating its efforts in the Athabasca Basin area located in northern Saskatchewan, Canada. The firm holds a substantial 95% stake in the Wheeler River Uranium Project, renowned as the foremost undeveloped uranium project in the infrastructure-abundant eastern part of the Athabasca Basin.In addition to this, Denison possesses a 22.5% share in the McClean Lake joint venture (MLJV), encompassing several uranium deposits and the operational McClean Lake uranium mill, which is designated to process ore from the Cigar Lake mine based on a toll milling agreement. The company also retains interests in the Midwest Main and Midwest A deposits, standing at 25.17%, and has a majority 67.41% stake in the Tthe Heldeth Túé (THT, previously referred to as J Zone) and Huskie deposits situated in the Waterbury Lake property. Noteworthy is the fact that these deposits are strategically positioned within a 20-kilometer radius of the McClean Lake mill.Expanding its reach through a 50% ownership of JCU, Denison maintains a strong presence in several other uranium project partnerships in Canada. These include holding a 30.099% interest in the Millennium project, a 33.8118% stake in the Kiggavik project, and a 34.4508% share in the Christie Lake project. Furthermore, Denison is continuously exploring opportunities with an extensive portfolio that encompasses interests in territories spanning approximately 300,000 hectares in the prominent Athabasca Basin region.View Denison Mines' Company Profile: https://www.cruxinvestor.com/companies/denison-mines-corp
UR-Energy Inc.(AMEX:URG) - Securing High-Value Contracts and Uranium Production Ramp-Up
Interview with John Cash, President & CEO of UR-Energy Inc.Our previous interview: https://www.cruxinvestor.com/posts/uranium-producer-ramping-up-production-in-wyomingRecording date: 7th September 2023Ur-Energy's expansive holdings in Wyoming span a remarkable 48,000 acres of mineral property rights, hosting the esteemed Lost Creek Property in the Great Divide Basin and the Shirley Basin Project. The Lost Creek facility has been a stalwart in promoting clean energy, having spearheaded uranium production since 2013 boasting a production of approximately 2.7 million pounds of U3O8 since its establishment.A significant milestone was achieved in 2021 when Lost Creek successfully amended its license, thereby expanding its operational scope to include the existing Lost Creek Project and the neighboring LC East Project. This pivotal move sets the stage for an increased annual production limit of 2.2 million pounds of U3O8, which encompasses a wellfield production of up to 1.2 million pounds and toll processing capabilities of up to one million pounds of U3O8. Anticipation builds as 2023 approaches, a year earmarked for securing additional approvals for this burgeoning expansion.In Ur-Energy's pipeline is the forthcoming launch of its second in-situ recovery facility, the Shirley Basin Project, which stands ready for construction, fortified with all necessary authorizations.The Shirley Basin Project stands on the cusp of inauguration, holding all the major permits and licenses required to commence construction, signaling the onset of a new epoch in sustainable uranium production.View UR-Energy's Company Profile: https://www.cruxinvestor.com/companies/ur-energy-inc
Baselode Energy (TSXV:FIND) - Unveiling Promising Results from 7500m Drilling on Hook Project
Interview with James Sykes, President & CEO of Baselode Energy Corp Our previous interview: https://www.cruxinvestor.com/posts/baselode-energy-find-focusing-on-promising-ackio-project-3247Recording date: 8th September 2023Baselode Energy, a mineral exploration entity, is on a mission to uncover substantial uranium deposits in the northern Saskatchewan's Athabasca Basin region in Canada. Holding sway over an expansive 207,000-hectare basin ripe for exploration, the company stands as a significant player in the region.At the heart of Baselode's operations is the Hook project, distinguished for its abundant zones teeming with high-grade uranium mineralization both near the surface and deeper areas, spanning a robust 5 km structure. The recent drilling undertakings at Hook have revealed substantial uranium mineralization, reaching peaks of 63.6% U3O8 over a 0.5-metre span, showcasing the potent expansion possibilities both along the strike and deeper down.Further solidifying its presence, the company fully owns the Shadow and Catharsis projects, strategically situated near renowned uranium mines in the eastern wing of the Athabasca Basin. These projects carry a history of significant uranium explorations, opening avenues for promising subsequent explorations. Baselode leverages contemporary exploration methodologies to foster the growth and development of these valuable assets.View Baselode Energy's Company Profile: https://www.cruxinvestor.com/companies/baselode-energy
Lotus Resources (ASX:LOT) - Unpacking the Future: LOT's Strategic Moves in the Uranium Space
Interview with Keith Bowes, MD of Lotus Resources (ASX:LOT)Our previous interview: https://www.cruxinvestor.com/posts/lotus-resources-doubles-down-on-african-uranium-with-strategic-botswana-acquisitionRecording date: 8th September 2023Lotus Resources Limited, publicly traded on the Australian Stock Exchange (ASX: LOT) and also accessible through OTCQB under the ticker LTSRF, holds a significant 85% share in the Kayelekera Uranium Project situated in Malawi, Africa. Currently in a care and maintenance phase, Kayelekera boasts a rich history of production, having previously generated roughly 11 million pounds of uranium. Despite its past productivity, the project was halted due to a period of prolonged low uranium prices.In August 2022, Lotus Resources unveiled the findings of its Re-Start Definitive Feasibility Study (DFS) for Kayelekera. The study shed a positive light on the project’s future, underscoring its position as one of the most economically viable uranium ventures on a global scale with a relatively low capital expenditure requirement of US$88 million. Moreover, the DFS indicated the promising potential for the rapid resumption of operations, estimating a 15-month timeframe for the necessary construction and refurbishment works post the Final Investment Decision (FID). This places Kayelekera in a favorable position to quickly react to favorable shifts in the market, representing a significant step towards Lotus Resources' goal to reboot operations at a pivotal asset in their portfolio.View Lotus Resouces' Profile: https://www.cruxinvestor.com/companies/lotus-resources-limited
Cobra Resources (LSE:COBR) - Unveiling New Ionic Rare Earth Mineral Discoveries At Boland Prospect
Interview with Rupert Verco, CEO & MD of Cobra Resources PLCRecording date: 8th September 2023Cobra Resources is actively delineating a distinctive multi-mineral resource at its Wudinna Project situated in the renowned Gawler Craton of South Australia, a premier tier-one mining and exploration jurisdiction home to several world-class mines. Spanning a substantial area of 3,261 km², the Wudinna tenements showcase orogenic gold mineralization, characterized by potentially open-pit mineable, high-grade gold intersections, all situated with the convenience of ready access to essential infrastructure.Beyond the confines of the 211,000 Oz JORC Mineral Resource Estimate, the company has identified an additional 22 orogenic gold targets, leveraging a solid foundation for further exploration and development. 2021 marked a significant milestone for Cobra Resources as it unearthed rare earth mineralization in close proximity and above the gold deposits, a finding substantiated to be scalable on a regional level. Building on this success, 2023 saw the publication of a maiden rare earth JORC Mineral Resource Estimate, which reported 20.9 Mt at 658 ppm Total Rare Earth Oxides, laying a strategic groundwork to foster an economically advantageous amalgamation of gold and rare earth resources.Complementing the endeavors at the Wudinna Project, Cobra Resources is fostering growth through its nascent copper exploration initiative, the Prince Alfred Project, also nestled in South Australia. View Cobra Resources' Company Profile: https://www.cruxinvestor.com/companies/cobra-resourcesSign up for Crux Investor: https://cruxinvestor.com
Chesapeake Gold Corp (TSXV:CKG) - Pioneering Faster Oxidation Processes in Gold Recovery
Interview with Alan Pangbourne, President & CEO of Chesapeake Gold Corp (TSXV:CKG)Our previous interview: https://www.cruxinvestor.com/posts/ch...Recording date: 8th September 2023With over 25 years of experience, Chesapeake's management team has a proven track record of success in the Americas. Their expertise lies in identifying promising geological locations, generating high-quality projects, and financing exploration and development. This strategic vision led to the grassroots discoveries of the multimillion-ounce El Sauzal and Marlin gold deposits, which became highly profitable mines.Through the recent acquisition of Alderley Gold Corp., Chesapeake is now focused on advancing the world-class Metates project. By utilizing sulfide heap leach technology, they aim to bring this deposit into production. View our Chesapeake Gold Corp Profile: https://www.cruxinvestor.com/companie...
Laramide Resources (TSX:LAM) - Moving Assets Through Growth Phases
Interview with Marc Henderson, President & CEO of Laramide Resources (TSX: LAM)Our previous interview: https://youtu.be/n4qLWNy5o8ARecording date: 6th September 2023Laramide is dedicated to the exploration and development of top-tier uranium assets in Australia and the western US, holding a collection of prime uranium projects in areas known for historical production or promising geology. These projects, including the significant Westmoreland Project in Queensland with a 13-year mine life projection, and the adjacent Murphy Project in Australia's Northern Territory, demonstrate strategic asset acquisition, emphasizing scale and potential. In the US, Laramide's holdings feature the NRC-licensed Crownpoint-Churchrock Uranium Project, anticipated to utilize in-situ recovery (ISR) methods, the La Jara Mesa Project in New Mexico's Grants mining district, and the underground La Sal Project in Lisbon Valley, Utah.
Bannerman Energy (ASX:BMN) - How Uranium Term Contracts Get Signed
Interview with Brandon Munro, MD & CEO, and Olga Skorlyakova, VP of Market Strategy for Bannerman Energy (ASX: BMN)Our previous interview: https://youtu.be/w8NJxlyVtvsRecording date: 6th September 2023Bannerman Energy is an Australian uranium development company focused on its large-scale Etango project in Namibia, the world's third-largest uranium producer. Bannerman CEO Brandon Munro and new VP of Market Strategy Olga Skorlyakova discuss how uranium term contracts get signed from a project development perspective.Utilities are showing renewed interest in new uranium supply amid recent disruptions from top producers Kazakhstan and Nigeria. Namibia is a tried and trusted 45-year supplier. Bannerman is now at the forefront with Etango, having completed feasibility studies, pilot plant testing, and advanced engineering design. The project is ready to supply utilities when needed.Term contracting is a long process in nuclear, sometimes taking years from initial discussions to signed deals. Bannerman has time on its side and doesn't need to rush. The company has always taken a patient, conservative approach to developing Etango since 2006. Bannerman is willing to wait for the right market conditions and pricing.The mining licence application was lodged a year ago and approval timing is not prescriptive under Namibian law. The Ministry is currently overwhelmed with applications but Bannerman is comfortable with this timeline given the positive uranium market momentum. The mining licence is the last major hurdle before Bannerman can make an FID.Initial contract volumes likely won't be massive as Bannerman must first establish itself as a reliable new producer. But major utilities can offer scale, e.g. 500,000 lb contracts, to form the portfolio base. Bannerman aims to pick a starting price range that doesn't lock away all upside potential but meets shareholder requirements.The current environment means Bannerman has leverage in negotiating contracts. Utilities need geographic, supplier and pricing diversification. Bannerman offers supply security from a stable jurisdiction like Namibia. Buyers are willing to pay a premium for this.Bannerman has assembled an experienced uranium team, both corporate and on-the-ground in Namibia. This reduces a key execution risk as skilled labour is scarce. The company is leveraged to higher uranium prices given Etango's large size and expansion potential from 3.5M lb to over 7M lb per year. The after-tax NPV more than doubles from $209M to $435M by adding just $15/lb to the assumed price. Sentiment suggests spot won't stop at $65/lb, making Bannerman an attractive uranium investment.
Peninsula Energy (ASX:PEN) - This is a Better Solution
Interview with Wayne Heili, CEO of Peninsula Energy (ASX: PEN)Our previous interview: https://youtu.be/GRL-D7iE9jURecording date: 6th September 2023Peninsula Energy is an evolving uranium developer focused on advancing its significant Lance Project into a long-lasting, sustainable uranium enterprise. Located in Wyoming, a top-tier mining and uranium jurisdiction, the Lance Project is one of the most expansive US uranium endeavors, boasting a JORC (2012) Resource of 53.7Mlbs¹ U3O8, encompassing the Ross, Kendrick, and Baber regions. Uniquely, Lance is the sole US-based uranium project sanctioned to utilize the cutting-edge low-pH ISR process, a trusted and efficient method for uranium production. As a testament to its capacity, over 60% of the world's uranium produced in 2021 used this method. Moreover, Lance's production capabilities are notable, with an existing plant output of 0.82Mlbs U3O8 annually, licensed potentials of up to 3Mlbs U3O8 per year, and Peninsula anticipates restarting commercial activities by mid-2023.Peninsula prides itself on its seasoned team, skilled in uranium technology, development, and operations, and has already achieved significant milestones in staffing, technicality, regulation, and pre-operation preparations. The company also possesses a well-established contract portfolio, ensuring sales for up to 5.25 million lbs U3O8 until 2033, catering to major utilities both in the US and Europe. With the global emphasis on uranium as an eco-friendly energy source, propelled by worldwide decarbonization initiatives, once Lance becomes operational, Peninsula is set to play a pivotal role in powering a more sustainable future.
GoviEx Uranium (TSXV:GXU) - Niger Minister Wants Uranium Working Again
Interview with Dan Major, CEO of GoviEx Uranium (TSX-V: GXU)Our previous interview: https://youtu.be/85ryT3n2QhQRecording date: 6th September 2023GoviEx is a company specializing in the exploration and development of uranium assets in Africa. Boasting an impressive resource inventory, it holds over 130M lbs U3O8 in measured and indicated classes, alongside 89.3M lbs U3O8 in the inferred class. GoviEx's primary aim is to emerge as a leading uranium producer by further exploring and developing its primary Madaouela Project in Niger, the Muntanga Project in Zambia, both with mining permissions, and its diverse Falea Project in Mali.
CanAlaska Uranium (TSXV:CVV) - Why the Portfolio Approach is Working
Interview with Cory Belyk, CEO of CanAlaska Uranium Ltd (TSX-V: CVV)Our previous interview: https://youtu.be/nEhJhngruQsRecording date: 6th September 2023CanAlaska Uranium Ltd. (listed on TSX-V: CVV; OTCQX: CVVUF; Frankfurt: DH7N) possesses rights to around 350,000 hectares (or 865,000 acres) in the Athabasca Basin of Canada, often referred to as the "Saudi Arabia of Uranium." This significant stake has drawn the attention of prominent global mining enterprises. Presently, CanAlaska collaborates with both Cameco and Denison on two projects in the Eastern Athabasca Basin. Positioned as a project initiator, CanAlaska aims for discovery achievements in the globe's most uranium-rich region. Additionally, the Company explores areas with potential for nickel, copper, gold, and diamonds.
American Lithium (TSXV:LI) - Uranium Buyers Now Paying Close Attention
Interview with Simon Clarke, CEO, and Ted O'Connor, Executive Vice President of American Lithium Corp (TSX-V:LI) Our previous interview: https://youtu.be/9kNFT-GEATMRecording date: 6th September 2023American Lithium is actively working on the expansion of large-scale lithium initiatives in mining-friendly areas across the Americas. The company is presently concentrating on the ongoing development of its TLC Lithium Claystone Project, situated in Nevada's resource-rich Esmeralda lithium district. Additionally, efforts are underway to progress its Falchani Hard-rock Lithium Project and Macusani Uranium Project in southeastern Peru. Preliminary economic assessments for TLC, Falchani, and Macusani projects have shown promise, indicating strong potential for expansion and enjoying widespread community backing. Pre-feasibility studies are nearing completion at Falchani and have kicked off at TLC.
Global Atomic (TSX:GLO) - Business as Usual While Negotiations Continue
Interview with Stephen Roman, President and CEO of Global Atomic Corp. (TSX: GLO)Our previous interview: https://youtu.be/-R_UIu4eYekRecording date: 6th September 2023Global Atomic Corp. is a Canadian and TSX-listed resource company with assets in Turkey and Niger. The company’s portfolio provides access to both high-grade uranium mine development and cash-flowing zinc concentrate production. The company’s flagship project is the Dasa uranium project. The Dasa uranium project is a high-grade uranium deposit, located in the Adrar Emoles III licence area, approximately 105 km south of the town of Arlit, in the Republic of Niger. The project hosts 129.1 million pounds of U3O8 in the indicated category as well as 128.4 million pounds of U3O8 in the inferred category, at a cut-off grade of 100 ppm U3O8.
Energy Fuels (AMEX:UUUU) - White Mesa Mill Central to US Uranium Recovery
Interview with Mark Chalmers, President & CEO of Energy Fuels Inc. (NYSE:UUUU)Our previous interview: https://youtu.be/CYRgRRJUahARecording date: 6th September 2023Energy Fuels is a critical mineral company led by CEO Mark Chalmers, specializing in the production of uranium, rare earth elements, and isotopes such as radium-226. The company's focus lies in contributing to the decarbonization and electrification efforts. The US rare earths supply chain, long dominated by China, is undergoing changes, with Western companies and countries seeking to establish their own capabilities in this crucial sector. However, challenges such as skill sets and knowledge gaps need to be addressed. The fragmentation of the rare earth industry has led to smaller companies realizing the need for consolidation to achieve critical mass, expertise, and financing. The complexities and costs associated with rare earth mining and production are becoming apparent, causing longer timelines and higher funding requirements than initially anticipated. Governments are beginning to recognize the importance of supporting miners in the critical minerals space, but implementation and support measures are not yet aligned. Overall, the rare earth industry faces a growing supply-demand gap, urging companies to find innovative solutions and collaborate to ensure a sustainable future.
Torque Metals (ASX:TOR) - Lithium Plus Gold Potential in WA Exploration Focus
Interview with Cristian Moreno, Managing Director of Torque MetalsRecording date: 5th September 2023Torque is a smart exploration company with a proven discovery methodology combining drilling results with machine learning algorithms and geological interpretation. This compelling geological model has resulted in multiple discoveries to date and continues to offer significant opportunities for Torque Metals shareholders.
Li-FT Power (CSE:LIFT) - Accelerating Resource Development at the Cali Project
American Lithium (TSXV:LI) - Lithium Developer to Deliver PFS H1/24
Interview with Simon Clarke, CEO of American Lithium Corp (TSX-V:LI) Our previous interview: https://youtu.be/yFsZ658LG5MRecording date: 30th August 2023American Lithium is actively working on the expansion of large-scale lithium initiatives in mining-friendly areas across the Americas. The company is presently concentrating on the ongoing development of its TLC Lithium Claystone Project, situated in Nevada's resource-rich Esmeralda lithium district. Additionally, efforts are underway to progress its Falchani Hard-rock Lithium Project and Macusani Uranium Project in southeastern Peru. Preliminary economic assessments for TLC, Falchani, and Macusani projects have shown promise, indicating strong potential for expansion and enjoying widespread community backing. Pre-feasibility studies are nearing completion at Falchani and have kicked off at TLC.
Andromeda Metals (ASX:ADN) - Advancing Commercial Deals in Asia
Interview with Bob Katsiouleris, CEO & Managing Director of Andromeda Metals (ASX:ADN)Our previous interview: https://youtu.be/nNkN50aWSGcRecording date: 31st August 2023Andromeda Metals is an Australian mineral exploration company developing its 100% owned Great White Kaolin Project in South Australia, which has a large high quality kaolin and halloysite resource. The company recently completed an updated 2023 Definitive Feasibility Study (DFS) for the project, which showed improved economics compared to the 2022 DFS, including a 65% increase in NPV to $1.01 billion and 59% increase in average annual EBITDA to $130 million. The DFS outlines a 4-stage development plan to ramp up production capacity to 300,000 tonnes per annum of high value kaolin products over 28 years. Andromeda has secured offtake agreements for its key halloysite and kaolin products and is progressing funding discussions to start construction on the first stage by end of 2023, with first production targeted for October 2024. The company aims to capitalize on the tightening global supply and growing demand for high quality kaolin.
Pan Global Resources (TSXV:PGZ) - All Known Questions Answered
Pan Global Resources is a mineral exploration company focused on discovering copper, tin and other metal deposits in southern Spain. The company's flagship project is the Escacena Copper Project, located in the prolific Iberian Pyrite Belt near Seville. This region is known as one of the world's premier districts for volcanic-hosted massive sulfide deposits. The Escacena project covers approximately 5,800 hectares and has significant exploration potential. Pan Global is also actively exploring the Águilas Project near Cordoba in northern Andalucia, covering about 16,000 hectares. The company continues to acquire additional mineral rights in Spain to further expand its exploration footprint. Pan Global Resources was incorporated in British Columbia in 2006 and is listed on the TSX Venture Exchange under the symbol PGZ. The company is also quoted on the OTCQX Venture Market under PGZFF.
Serabi Gold (LSE:SRB) - A Deep Dive into Cost Savings & Improved Cash Generation in 2023
Interview with Clive Line, Finance Director of Serabi Gold (LSE:SRB, TSX:SBI)Our previous interview: https://youtu.be/_prvXychjwcRecording date: 30th August 2023Serabi Gold plc specializes in gold exploration and production, focusing on the assessment and development of gold resources in Brazil. The company primarily owns the Palito Mining Complex in its entirety and has recently added the Coringa Gold Project to its portfolio; both sites are situated in the Tapajos area of northern Brazil. The Palito Mining Complex currently produces around 40,000 ounces of gold annually. Meanwhile, the Coringa Project is expected to yield an average annual production of 38,000 ounces once it is operational.
Gold, Economics, & Wealth Management: A Comprehensive Guide
In this eye-opening video, we sit down with renowned gold market expert Ronnie Stöferle to discuss the intricacies of gold investment and why it matters in today's volatile economic landscape. Ronnie, the author of the annually published "In Gold We Trust" report, shares his valuable insights on the future of gold, its role in wealth management, and the macroeconomic factors affecting the gold market. From beginners to seasoned investors, this interview is a treasure trove of information that you won't want to miss. Ronnie breaks down complicated subjects into easy-to-understand explanations, offering actionable advice for anyone interested in safeguarding their financial well-being.
Jervois Global (ASX:JRV) - The Road to Recovery: Share Price and Future Trajectory
Interview with Bryce Crocker, CEO of Jervois Mining (ASX: JRV)Our previous interview: https://youtu.be/b7_oredCTEgRecording date: 25th August 2023Jervois Global is a comprehensive cobalt enterprise, establishing the sole cobalt mine in the USA and spearheading a specialized cobalt chemical production in Jervois Finland. In addition, they possess notable nickel and copper assets, refining capabilities, and avenues for expansion.
Brunswick Exploration (TSXV:BRW) - From Discoveries to Drilling: The Vision for James Bay
Interview with Killian Charles, President & CEO of Brunswick Exploration (TSX-V: BRW)Our previous interview: https://youtu.be/x_faHpTyBH4Recording date: 23rd August 2023Based in Montreal, Brunswick Exploration is a mineral exploration firm listed on the TSX-V with the ticker BRW. Their primary pursuit is the grassroots exploration of lithium in Canada, a vital metal pivotal to worldwide decarbonization and the shift to cleaner energy. Currently, the company is fast-tracking the broadest grassroots lithium property collection in Canada, encompassing regions such as Quebec, Ontario, Saskatchewan, Manitoba, New Brunswick, and Nova Scotia.
Elemental Altus Royalties (TSXV:ELE) - Rapid Growth & Expanding Portfolio Overview
Interview with Frederick Bell, Executive Director & CEO of Elemental Altus Royalties (TSX-V: ELE)Our previous interview: https://youtu.be/YBPJZ2a8Cm0Recording date: 24th August 2023Elemental Altus is a revenue-producing royalty firm specializing in precious metals, boasting 10 active royalties and a varied selection of assets from pre-production to discovery stages. The company's strategy centers on procuring unlimited royalties and streams linked to active or nearly active mines, managed by reputable partners, while also establishing royalties on fresh discoveries.
Bravo Mining (TSXV:BRVO) - Strategy & Successes in Unlocking Value in Brazil's Luanga Project
Interview with Luis Azevedo, Executive Chairman & CEO of Bravo Mining (TSX-V: BRVO).Recording date: 23rd August 2023Bravo Mining, an exploration and development company has the Luanga PGM, Gold & Nickel project in Brazil. This project is strategically located within Brazil's renowned Carajás Mineral Province.The Luanga Project enjoys an exceptional geographical advantage, situated in proximity to operational mines and benefiting from well-established infrastructure like roadways, railways, and sustainable hydro grid power. Previously used for agricultural purposes, the project area is now a focal point for Bravo's Environmental, Social, and Governance initiatives. These include reforestation efforts, local employment opportunities, and vigilant environmental protection during exploration.The company is led by a seasoned management team and board, each possessing extensive knowledge in Brazilian and PGM exploration.
Palladium One (TSXV:PDM) - Highly Anomalous Nickel, Copper & Cobalt Findings at Tyko
Interview with Neil Pettigrew, Director & VP of Exploration at Palladium One Mining (TSXV: PDM).Recording date: 23rd August 2023Palladium One Mining is a Canadian mineral exploration company focused on discovering environmentally and socially responsible metals for green transportation and the energy transition. They have district-scale projects that target platinum group elements (PGE), copper, and nickel deposits in world-class mining jurisdictions.In Canada, the company is advancing the Tyko high-grade sulphide nickel-copper project in Ontario and the CanAlask project in the Yukon. Their flagship Läntinen Koillismaa (LK) project in Finland hosts a significant platinum-group-element (PGE) copper-nickel resource.Palladium One is committed to responsible mining practices and creating value for all stakeholders as they unlock the potential of the portfolio of copper, nickel, and PGE assets. Their goal is to supply the metals essential for clean energy and electric vehicles while minimizing their environmental impact.
Archer Exploration (CSE:RCHR) - Exploring the Valuation & Legacy of the Grasset Discovery
Interview with Tom Meyer, President & CEO of Archer Exploration (CSE: RCHR)Our previous interview: https://youtu.be/8kHWhIPwLnURecording date: 22nd August 2023Archer Exploration, based in Canada, specializes in Ni-Cu-Co-PGE exploration and development, boasting an impressive range of assets in Quebec and Ontario. The Grasset Project, positioned in the Abitibi Greenstone Belt, stands as their premier asset, showcasing an Indicated Resource of 5.5 Mt at 1.53% NiEq. Beyond that, Archer has a collection of 37 properties spanning over 300 km2 in the renowned Sudbury mining region in Ontario.Archer's growth blueprint revolves around the exploration and advancement of its nickel sulphide properties. The company aspires to be a conscientious nickel sulphide developer in mining-friendly areas. Prioritizing social responsibility, Archer endeavors to operate safely, ethically, and with unwavering integrity.
Neometals (ASX:NMT) - Collaboration Chronicles: The Mercedes-Benz Partnership
Interview with Jeremy McManus, General Manager of Commercial & IR for Neometals (ASX: NMT)Our previous interview: https://youtu.be/8adhEHBSrz4Recording date: 22nd August 2023Neometals stands at the vanguard of sustainable battery material production, pioneering three eco-friendly processing technologies. These innovations primarily yield lithium, nickel, cobalt, and vanadium while ensuring cost-efficiency and a minimized carbon footprint. The company, along with its partners, has been internationally acclaimed for sustainable methods that emphasize circular economic principles, thus diminishing dependence on traditional mining-based supply chains. Their three key business units are introducing these novel technologies through joint ventures: firstly, their Lithium-ion Battery ("LIB") Recycling under Primobius GmbH (with Neometals holding 50% equity) collaborates with Mercedes-Benz and aims to provide recycling services, plant supply, or technology licensing. Secondly, their Vanadium Recovery technology aspires to extract high-grade vanadium pentoxide from steel-making by-products, with ventures in Finland and potential operations in Sweden. Lastly, their Lithium Chemicals initiative, co-owned by Mineral Resources Ltd, seeks to manufacture top-quality lithium hydroxide from varied sources, with pilot ventures set for 2023 and a prospective commercial collaboration in Portugal by 2024.
Awalé Resources (TSXV:ARIC) - Inside the Strategic Joint Venture with Newmont
Interview with Andrew Chubb, CEO of Awalé Resources (TSXV:ARIC)Recording date: 21st August 2023Awalé is a diligent and systematic mineral exploration company focused on the discovery of large high-grade gold and copper-gold deposits. The Company currently undertakes exploration activities in the underexplored parts of Côte d'Ivoire. Awalé's exploration success to date has culminated in a fully funded earn-in Joint Venture with Newmont covering one permit and one application (the "Odienné Project JV") within the greater Odienné Copper-Gold Project in the Northwest of Côte d'Ivoire, where three significant gold and gold-copper-silver-molybdenum discoveries have been made. The Sceptre East and Charger discoveries have significant scope for growth with future discovery and resource development drilling. The project has multiple pipeline prospects that have similar geochemical fingerprints to Iron Oxide Copper Gold ("IOCG") and intrusive related mineral systems. The 400km2 of granted tenure and 400km2 under application remains underexplored and offers significant upside potential. The Odienné Project JV forms a solid foundation for the Company to continue exploring in a pro-mining jurisdiction that offers significant potential for district scale discoveries.
Li-FT Power (CSE:LIFT) - All Known Questions Answered
Li-FT Power is a company specializing in mineral exploration, focusing primarily on procuring, studying, and advancing lithium pegmatite ventures in Canada. Their premier undertaking is the Yellowknife Lithium Project situated in the Northwest Territories of Canada. Besides this, Li-FT Power possesses three promising exploration sites in Quebec, Canada, which have a high likelihood of uncovering concealed lithium pegmatites. Additionally, they oversee the Cali Project in the Northwest Territories, nestled within the Little Nahanni Pegmatite Field.
Barrick Gold (NYSE:GOLD) - Mine Gold, Replace Reserves, Pay Dividends. Quality.
Interview with Mark Bristow, President & CEO of Barrick Gold (NYSE:GOLD)Recording date: 10th August 2023Barrick Gold is a leading global producer of gold and copper, with a portfolio that spans major gold and copper districts around the world, focusing on high-margin, long-life assets. The company aspires to be the most valued gold and copper business, owning top assets and managed by top-tier professionals to ensure optimum returns for all stakeholders. Strategically, Barrick emphasizes long-term sustainable growth through global exploration programs and is dedicated to forming partnerships with host nations and communities, emphasizing local employment and skill development. The company's shares are traded on the New York Stock Exchange as "GOLD" and on the Toronto Stock Exchange as "ABX."
Navigating Precious Metal Investments
With over 20 years of experience in the financial hubs of London, Germany, and New York, John Butler shares invaluable insights into the dynamics of precious metals, especially gold. From historical contexts to economic theories and the practical fundamentals of supply and demand, we delve deep into the world of investment and the international monetary system. With mentions of gold's potential re-monetization for settling international trade imbalances, the role of the US dollar, and the fascinating comparisons between gold and Bitcoin, this talk is a treasure trove of information. Whether you're an investor, banker, or just someone curious about the future of global economics, this conversation promises deep insights
Evolution Energy Minerals (ASX:EV1) - Pursuing Vertical Integration with Battery Technologies
Interview with Phil Hoskins, MD of Evolution Energy Minerals Limited (ASX: EV1)Our previous interview: https://youtu.be/bnJdEj0iI6wRecording date: 17th August 2023Evolution Energy Minerals Limited, based in Australia, is a mineral exploration firm. It primarily focuses on the acquisition, study, and development of the Chilalo Graphite Project located in southern Tanzania. This particular project, known for its coarse flake graphite, is situated about 100 km north of the Mozambique border, 180 km from the coastal city of Mtwara by the Indian Ocean, and 400 km south of Dar es Salaam, Tanzania's metropolis. The site is in the Ruangwa District of the Lindi Region. The company's primary goal is to provide graphite products and battery materials to support the worldwide green economy.