Company Interviews

Crux Investor
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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.

  1. 2일 전

    Ionic Rare Earths (ASX:IXR) - Low-Cost, High-Margin Magnet Recycling Play

    Interview with Tim Harrison, Managing Director of Ionic Rare Earths Our previous interview: https://www.cruxinvestor.com/posts/ionic-rare-earths-asxixr-belfasts-green-revolution-economic-transformation-5773 Recording date: 19th November 2024 Ionic Rare Earths (ASX:IXR) offers investors an attractive opportunity to gain exposure to the rapidly growing market for magnet rare earths through its innovative recycling technology. The company's proposed plant in Belfast aims to produce 400 tonnes per annum of neodymium, praseodymium, dysprosium and terbium oxide from end-of-life magnets and swarf, supplying critical materials for EVs and wind turbines. The project boasts outstanding economics, with a feasibility study indicating a $109M capex, 44% post-tax IRR, and $2.1B in revenue over a 20-year life. With a modular design, the facility can be rapidly scaled up to meet demand and replicated in other markets to optimize logistics. Ionic's magnet recycling process is well-timed to fill a key gap in rare earth supply chains. Demand for neodymium and praseodymium is set to surge as the shift to EVs accelerates, while geopolitical tensions and ESG concerns constrain new primary supply. Recycling offers a sustainable, secure alternative, and Ionic is at the forefront of making it economically viable. The company has been engaging closely with the UK government, which is highly supportive of establishing a domestic magnet rare earths supply to protect jobs in the automotive and renewable energy sectors. Ionic is in advanced discussions for a grant to cornerstone the project financing, which could significantly enhance returns. In parallel, Ionic is advancing discussions with key partners across the magnet value chain. Agreements with the likes of offshore wind operators and automotive OEMs to secure feedstock and offtake would significantly de-risk the project. The company aims to finalize these partnerships in the coming months. With an experienced management team, strong government backing, and robust project economics, Ionic Rare Earths is well positioned to become a leading supplier of sustainable magnet materials for the energy transition. As the first mover in commercial-scale magnet recycling, the company offers investors a differentiated growth story in the critical materials space. View Ionic Rare Earths' company profile: https://www.cruxinvestor.com/companies/ionic-rare-earths-ltd Sign up for Crux Investor: https://cruxinvestor.com

    27분

  2. 2일 전

    GTI Energy (ASX:GTR) - Powering Up Lo Herma ISR Uranium Project in Wyoming

    Interview with Bruce Lane, Executive Director of GTI Energy Ltd. Our previous interview: https://www.cruxinvestor.com/posts/gti-energy-asxgtr-targets-to-expand-multi-million-resource-in-lo-herma-isr-uranium-project-5042 Recording date: 18th November 2024 GTI Energy (GTI) is an emerging uranium developer focused on advancing the Lo Herma in-situ recovery (ISR) project in Wyoming's Powder River Basin.  Lo Herma currently hosts an Inferred resource of 5.71M lbs U3O8 at a production-grade of over 600 ppm. GTI expects to update the resource to 7-8M lbs by year-end, matching the size of nearby economic projects like Ur-Energy's Shirley Basin and enCore's Gas Hills. Recent studies on these peers demonstrated robust economics at $80/lb uranium prices, with costs around $40/lb. CEO Bruce Lane highlighted Lo Herma's potential: "Based on that, around that 7 or 8 million pounds mark with an exploration upside potential is a very attractive investment proposition." GTI's studies assume conservative long-term prices of $80-82/lb. Following the resource update, GTI plans to swiftly complete a scoping study in H1 2025. Lane noted, "There's a point there of inflection, a catalyst if you like, around an understanding of what the value of the project is." While GTI could advance Lo Herma independently, strategic alternatives like a project sale or partnership are being considered to maximize value and minimize dilution. Significant exploration upside remains at Lo Herma, with Lane commenting that additional drilling could "delineate further resource fairly confidently." GTI also holds prospective uranium projects in Utah and Wyoming, providing a pipeline for future growth. The outlook for US uranium is robust, driven by growing nuclear power demand and supply deficits. The US currently imports over 90% of its uranium needs, highlighting the strategic importance of domestic production. Government support is increasing, with funding for the nuclear sector in the recent infrastructure bill and efforts to establish a national uranium reserve. GTI is well-positioned to benefit from this favorable macro backdrop. With a resource update and scoping study expected in the near-term, GTI offers investors exposure to an economic ISR project in a Tier-1 jurisdiction. Exploration upside, a portfolio of growth assets, and strategic optionality further enhance the investment case. As the US uranium sector gains momentum, GTI is a compelling opportunity for risk-tolerant investors to participate in the nuclear fuel cycle. View GTI Energy's company profile: https://www.cruxinvestor.com/companies/gti-energy Sign up for Crux Investor: https://cruxinvestor.com

    22분

  3. 2일 전

    Greenheart Gold (TSXV:GHRT) - Proven Team Pursues New Gold Discoveries in Guyana

    Interview with Justin van der Toorn, President & CEO of Greenheart Gold Inc. Our previous interview: https://www.cruxinvestor.com/posts/greenheart-gold-tsxvghrt-leveraging-proven-success-for-new-discoveries-in-the-guiana-shield-5922 Recording date: 15th November 2024 Greenheart Gold, led by the team behind the 6Moz Oko West discovery in Guyana, is a well-funded junior explorer pursuing new gold discoveries in the highly prospective Guiana Shield. Greenheart Gold's management team, led by CEO Justin van der Toorn, has a proven track record of success, having previously made the 6-million-ounce Oko West gold discovery at Reunion Gold before it was acquired by G Mining. In addition, Greenheart's Executive Chairman David Fennell brings 40 years of valuable operating experience in Guyana to the company. Greenheart is well-funded to systematically advance exploration on its projects, with $50 million in cash on hand. The company's projects are located in the highly prospective and underexplored Guiana Shield, an emerging gold district that has delivered major discoveries in recent years but remains underexplored compared to other prominent gold belts worldwide. Substantial alluvial gold mining in the region points to the potential for significant hard rock gold discoveries. Greenheart employs a disciplined, phased exploration approach to methodically vector in on the most promising drill targets. This systematic approach involves initial wide-spaced soil sampling, followed by infill sampling, trenching, and channeling to further refine targets prior to drilling, thereby maximizing the chances of drilling success. With drilling on multiple priority targets expected to commence in the coming months, Greenheart offers investors the potential for near-term gold discoveries. The company's tight share structure and strategic ownership by G Mining provide additional leverage to exploration success. View Greenheart Gold's company profile: https://www.cruxinvestor.com/companies/greenheart-gold Sign up for Crux Investor: https://cruxinvestor.com

    15분

  4. 2일 전

    Koryx Copper (TSXV:KRY) - Seasoned Executives Aim to Unlock Value in Huge Namibian Copper Project

    Interview with Heye Daun, President & CEO of Koryx Copper (TSXV:KRY)  Our previous interview: https://www.cruxinvestor.com/posts/koryx-copper-resources-tsxvkry-rediscovering-african-copper-giant-4522 Recording date: 18th of November, 2024 Koryx Copper (TSXV:KRY) presents an attractive opportunity for investors to gain exposure to the compelling long-term fundamentals of the copper market. The company's flagship Haib Copper Project in Namibia is a large, advanced-stage asset with the potential to be a globally significant producer. Haib hosts a substantial resource containing 2.5 million tons (5 billion pounds) of copper at a grade of 0.3%. Over 70,000 meters of historic drilling has been completed on the deposit by major mining companies like Rio Tinto. Recent drilling by Koryx has already delivered a 10-15% increase in the copper grade to 0.35%. Importantly, this work identified new high-grade zones that indicate potential for further grade improvements. An updated resource estimate incorporating these results is pending. The deposit is open at depth and along strike, with only about 200 meters of the total depth potential drilled to date. This provides substantial upside to grow the resource with additional step-out drilling. Koryx is planning an aggressive drill campaign for 2025 to further upgrade and expand the resource. A prior PEA on Haib contemplated an 14.5 Mtpa heap leach operation. Koryx sees potential to boost recoveries and economics by employing conventional crush-grind-flotation processing, with the lower-grade material treated using bio-leaching. An updated PEA is underway incorporating this new approach and is expected in mid-2025. While the capex will be higher, CEO Heye Daun believes the large resource base can support the higher throughput and costs. Koryx is led by an experienced team with a track record of successfully developing mining projects. Daun and the core group were responsible for the Osino gold discovery in Namibia that was recently acquired for C$ 380M. Key members of the Osino team have reassembled at Koryx, supplemented by veteran copper developer Trevor Faber. This team knows Namibia well and has the relationships to smoothly advance Haib.Following a series of recent financings, Koryx is well funded to execute its business plan. The company expects to have $20 million in cash by the end of the year, sufficient to complete the planned drilling and PEA update. Koryx's shareholder base includes several highly respected mining private equity funds and natural resource investors. Based on its current 65 million shares outstanding, Koryx has a market capitalization of approximately $65-70 million. This represents a compelling valuation for an advanced-stage copper asset of this scale in a top mining jurisdiction. Successful exploration results, completion of the PEA, and progress on key development milestones all have the potential to drive a significant re-rating of the stock as Haib is systematically de-risked and advanced up the value curve. Koryx offers investors leverage to a rising copper price through a company with a proven team, strong financial backing, and a world-class project in a highly supportive mining jurisdiction.  Learn more: https://www.cruxinvestor.com/companies/koryx-copper Sign up for Crux Investor: https://cruxinvestor.com

    36분

  5. 4일 전

    US Resource Equities Poised to Rally on Permitting Changes and Project Pipelines

    Previous episode: https://www.cruxinvestor.com/posts/mining-sector-ma-activities-production-centers-evolves-opportunities-6039 Recording date: 18th November 2024 The 2024 U.S. election results are poised to have a significant impact on the mining sector, as a Republican sweep led by the re-election of Donald Trump ushers in a period of potentially pro-growth, pro-development policies. In this edition of The Compass podcast, Olive Resource Capital's Executive Chairman Derek McPherson and President and CEO Samuel Pelaez share their insights on the implications for investors in resource equities. While overall market sentiment has deteriorated in recent weeks, gold, silver and copper prices have remained remarkably resilient, even in the face of a surging U.S. dollar. This suggests the underlying fundamentals for these commodities remain constructive, despite the challenging economic backdrop. Under a second Trump administration, McPherson and Pelaez anticipate a continuation of the tax cuts, deregulation and deficit spending that characterized the president's first term in office. While they caution that the ultimate economic impacts remain uncertain, particularly around the inflationary effects of potential tariffs and a wider deficit, the mining industry could be a clear beneficiary. In particular, the hosts expect the permitting process for U.S. mining projects to be streamlined, either through executive orders or by ceding more authority to state and local governments. This could be a game-changer for projects located in traditional mining jurisdictions like Arizona, Alaska and Nevada, where complex and lengthy permitting requirements have been a key obstacle to development. For investors, the current tax loss selling season may offer attractive entry points to gain exposure to these themes. As investors sell underperforming positions to offset gains elsewhere in their portfolios, junior mining stocks often experience sharp, indiscriminate declines in November and December before recovering in the new year. Several U.S.-focused developers and explorers were highlighted that they believe are well-positioned to benefit from the expected policy tailwinds, including Arizona Sonoran Copper (ASCU), AngloGold Ashanti (AU), Troilus Gold (TLG), and Silver47 (AGA). They also see the potential for increased M&A activity as larger producers look to take advantage of the improved operating environment to boost their project pipelines and growth through acquisitions. While acknowledging the risks and uncertainties inherent in the space, the hosts make a compelling case for the role of gold, silver and copper in a diversified investment portfolio. With valuations at attractive levels and the potential for meaningfully enhanced economics under a more supportive regulatory regime, U.S. mining equities could offer significant upside for patient, long-term investors. Learn more: https://cruxinvestor.com Sign up for Crux Investor: https://cruxinvestor.com

    40분

  6. 5일 전

    American Eagle Gold (TSXV:AE) - $29 Million Major Funding for Multi-Billion Ton Copper-Gold in BC

    Interview with Anthony Moreau, CEO of American Eagle Gold Our previous interview: https://www.cruxinvestor.com/posts/american-eagle-gold-tsxvae-massive-copper-grades-over-huge-widths-4841 Recording date: 14th November 2024 American Eagle Gold offers investors an attractive speculation on the emerging gold-copper discovery in mining-friendly British Columbia. The company's flagship, NAK Copper-Gold project, has already delivered impressive drill results that point to multi-billion ton potential, attracting major investments from two leading mining companies. In a strong show of confidence, major miners Tech and South32 have taken substantial equity positions in American Eagle, validating the project's potential. South32 made a game-changing $29 million investment with no warrants after visually inspecting drill core. As CEO Anthony Moreau explained, "A $29 million investment on equity with no warrants is significant and it completely de-risks us." Armed with nearly $40 million on hand, American Eagle now has a three-year runway to aggressively drill and expand the deposit. To date, only about 20% of the prospective area has been explored, leaving substantial room for growth. "I think we have the potential to have another 10x on us," stated Moreau, who believes the company is on track to reach a billion dollar valuation. The NAK deposit has a unique characteristic - in the north, the mineralization is more copper-rich with a 70-30 copper to gold ratio, while in the south it transitions to a more gold-rich. This provides AE with exposure to two metals with compelling supply-demand fundamentals. Copper is a critical metal for the global energy transition and faces a looming supply deficit, while gold stands to benefit from a rising tide of inflation concerns and geopolitical risks. As Moreau quipped, "Gold companies want copper now. It's not a competition." American Eagle has already delivered a 30x return for investors over the past two years, and a tightly held share structure provides confidence for further gains. With about 60-63% of shares owned by insiders and the two major mining investors, only about 37% of shares are in retail hands. The company is now focused on stepping out aggressively with the drill bit to further expand the resource. "For any retail that comes out, the more we de-risk ourselves and the higher valuation we get, now these banks and these funds can start coming in," explained Moreau. "We've seen that recently - I saw a lot of funds come in." For investors seeking outsized returns in the junior mining space, American Eagle Gold provides an attractive combination of geologic potential, major miner backing, and a proven management team focused on marketing and growth. With drills turning to further prove out a globally significant resource, AEG is well positioned to continue rewarding shareholders. Watch this rising copper-gold story closely. View American Eagle Gold's company profile: https://www.cruxinvestor.com/companies/american-eagle-gold Sign up for Crux Investor: https://cruxinvestor.com

    22분

  7. 5일 전

    ATEX Resources (TSXV:ATX) - Slated Growth with New Strategic Major Investment on Large Copper Asset

    Interview with Ben Pullinger, President & CEO of ATEX Resources Inc. Our previous interview: https://www.cruxinvestor.com/posts/atex-resources-tsxvatx-advancing-large-scale-copper-gold-project-in-chiles-atacama-desert-5956 Recording date: 15th November 2024 ATEX Resources, a copper exploration company with projects in Chile, is well-positioned for significant growth and value creation following a strategic investment from major global miner Agnico Eagle. Agnico has acquired a 13% stake in ATEX with an option to increase its ownership to 20%, providing a strong endorsement of ATEX's projects, team and long-term potential. ATEX's flagship asset is the Valeriano copper-gold project, which CEO Ben Pullinger, believes could host over 10 million ounces of gold in addition to its large copper resource. With Agnico's backing, ATEX now has the financial strength to aggressively advance Valeriano through expanded drilling and technical studies. The company is currently operating two drill rigs and aims to have five turning by year-end as it works to deliver an updated resource estimate in mid-2025. Recent drilling has returned some of the highest-grade intercepts to date at Valeriano, including 112m at 1.5% CuEq, demonstrating the potential for higher-grade zones within the deposit. ATEX is also conducting a metallurgical testwork program that will provide valuable data for project optimization and economic studies. Agnico's involvement brings significant technical expertise to the project. As one of the world's top underground miners, Agnico can provide valuable input to guide exploration, resource delineation, and mine planning as Valeriano advances. This partnership aligns with Agnico's strategy of investing in established mining camps with potential for major, long-life assets - criteria that Valeriano clearly meets. For ATEX shareholders, the Agnico investment is a major de-risking event that validates the company's assets and strategy. It alleviates funding pressure and allows ATEX to think long-term, optimizing project development rather than rushing studies. Importantly, it demonstrates that ATEX is graduating from a pure exploration story to a company with world-class partners and resources. While already commanding a C$300 million valuation, CEO Pullinger sees potential for ATEX to reach a billion dollar market cap as it continues to de-risk and expand Valeriano. The company is now on the radar of larger institutional investors and is seeing strong interest in the UK and Europe as well as North America. With a tight global pipeline of copper development projects, ATEX represents a unique investment opportunity in a critical metal. Copper market fundamentals remain highly attractive, and as Valeriano advances it is positioned to be a strategically important asset that could help meet the world's long-term copper needs. Through its partnership with Agnico and continued exploration success, ATEX is entering an exciting new chapter in its evolution. As the company delivers on its ambitious goals, it offers significant upside potential for investors who recognize the value of its assets, team and world-class partners. View ATEX Resources' company profile: https://www.cruxinvestor.com/companies/atex-resources-inc Sign up for Crux Investor: https://cruxinvestor.com

    12분

  8. 6일 전

    West Red Lake Gold Mines (TSXV:WRLG) - Upcoming PFS for Near-Term Gold Production on Madsen Mine

    Interview with Shane Williams, President & CEO of West Red Lake Gold Mines Our previous interview: https://www.cruxinvestor.com/posts/west-red-lake-gold-mines-tsxvwrlg-poised-for-success-in-restarting-historic-madsen-mine-6164 Recording date: 15th November 2024 West Red Lake Gold Mines (TSXV:WRLG) is on the cusp of revitalizing the historic Madsen gold mine in the renowned Red Lake mining district of Ontario. Under the stewardship of a new management team, the company has dedicated the past 18 months to systematically de-risking the project, setting the stage for a potential resumption of production in late 2025. Central to WRLG's efforts has been a focus on validating the geological understanding of the deposit and the integrity of the resource base. The company has undertaken an extensive 50,000m underground drilling campaign to augment the existing data set. Crucially, WRLG engaged three independent groups to review the data and construct their own resource models. The results align closely with WRLG's internal estimates, providing a strong third-party endorsement of the company's methodology and conclusions. With a firm geological foundation established, WRLG has shifted its attention to the operational preparations required to bring the Madsen mine back online. The recent arrival of key infrastructure components, such as the crusher and camp, mark tangible progress on this front. The company has also successfully scaled its on-site workforce to 150, with plans to reach 200-250 in the coming months. Importantly, WRLG has been able to draw heavily from the experienced local labor pool in the Red Lake area, underscoring the project's advantageous location. Looking ahead, two key milestones are expected to further solidify the Madsen project's trajectory. By early December, WRLG anticipates completing a pre-feasibility study (PFS) centered on an 800-1000 tons/day operating scenario. Management has emphasized the importance of focusing the study on a "base case" that demonstrates the economics of restarting the mine based solely on the Madsen resource. While exploration upside certainly exists, the PFS is intended to present a conservative, achievable starting point for the operation. Concurrent with the PFS, WRLG is conducting a test mining program to reconcile actual results with the resource model. This will provide a final level of confirmation as the company prepares to make a production decision.  For investors, the coming months are likely to be transformative for the Madsen project and, by extension, WRLG. The delivery of the PFS should provide the first detailed look at the anticipated economics of the re-started operation. The test mining results will offer another key data point in evaluating the risk profile of the asset ahead of a full production decision.  While not without risks, the Madsen project benefits from extensive existing infrastructure, a strategic location, and a management team that has demonstrated a methodical, disciplined approach to resource development. As WRLG transitions from explorer to producer, the value proposition for investors is poised for a potential re-rating, making the story one to watch closely in the junior gold space. View West Red Lake Gold Mines' company profile: https://www.cruxinvestor.com/companies/west-red-lake-gold-mines-inc Sign up for Crux Investor: https://cruxinvestor.com

    20분
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4.8
최고 5점
31개의 평가

소개

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.

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    Crux Investor
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    2019년 - 2024년
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