Crux Investor

Crux Investor

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Due-diligence style interviews with mining/energy CEOs and analysts; sector fundamentals and outlooks.

Eagle Nuclear Energy (NASDAQ:NUCL) - Fully Funded to Drill America's Largest Uranium Deposit
VideoApr 24, 2026

Eagle Nuclear Energy (NASDAQ:NUCL) - Fully Funded to Drill America's Largest Uranium Deposit

Eagle Nuclear Energy (NASDAQ:NUCL) announced a fully funded initiative to develop what it claims is the largest minable measured and indicated uranium deposit in the United States. The company, led by CEO Mark Mihalj—a former BHP engineer with extensive mining‑tech...

By Crux Investor
Americas Gold & Silver (TSX:USA) - Productivity Gains, Drill Growth, Antimony Upside
VideoApr 22, 2026

Americas Gold & Silver (TSX:USA) - Productivity Gains, Drill Growth, Antimony Upside

Americas Gold & Silver’s executive outlined a 2026 execution roadmap centered on scaling Galena to over five million ounces of annual silver output while integrating the newly acquired Crescent property. The company highlighted a refreshed resource model—190 million ounces at roughly...

By Crux Investor
Uranium Exploration Investing: Patience, Discipline, and the Long Game
VideoApr 22, 2026

Uranium Exploration Investing: Patience, Discipline, and the Long Game

The interview between Chris Berry and Gordon focuses on the current state of uranium exploration investing, emphasizing that the market is entering a “long‑game” phase where patience and discipline outweigh short‑term price moves. Berry notes that spot uranium prices have been...

By Crux Investor
Trillion Energy (CSE:TCF) - Offshore Exit Unlocks 27M Barrel Turkey Oil Play
VideoApr 22, 2026

Trillion Energy (CSE:TCF) - Offshore Exit Unlocks 27M Barrel Turkey Oil Play

Trillion Energy (CSE:TCF) announced a strategic shift from its troubled offshore SASB project to an onshore oil play in Turkey’s M47 block. The company highlighted a recent discovery on the North Lead well that yielded roughly 38 m net pay and,...

By Crux Investor
Indonesia's New Nickel Pricing Formula Great News for Junior Company Investors
VideoApr 18, 2026

Indonesia's New Nickel Pricing Formula Great News for Junior Company Investors

The video focuses on Indonesia’s recent overhaul of its nickel minimum price formula (HPM), a policy designed to capture more value from the country’s limited nickel resources. By adjusting the percentage of metal price applied to different grades and adding...

By Crux Investor
Syntholene Energy (TSXV:ESAF) - The Path to Cost-Competitive Clean Aviation Fuel
VideoApr 16, 2026

Syntholene Energy (TSXV:ESAF) - The Path to Cost-Competitive Clean Aviation Fuel

Syntholene Energy (TSXV:ESAF) is positioning itself to launch the world’s first cost‑competitive synthetic aviation fuel, targeting commercial operation by 2026. The company plans to produce a drop‑in, carbon‑neutral kerosene substitute (ESAF) by integrating mature electrolysis, carbon‑capture, and fuel‑synthesis processes, co‑located...

By Crux Investor
Namibia Critical Metals (TSXV:NMI) - Japan-Backed Path to DFS in Q2 2027
VideoApr 16, 2026

Namibia Critical Metals (TSXV:NMI) - Japan-Backed Path to DFS in Q2 2027

Namibia Critical Metals (TSXV:NMI) presented Loftyl, a large, permitted heavy‑rare‑earth deposit positioned outside China and ready for development. The company highlighted its strategic partnership with Japan’s JOGMECH and Toyota Tsusho, which together can earn up to a 50% stake by...

By Crux Investor
G Mining (TSX:GMIN) - G2 Acquisition Builds Tier-1 Gold Hub with 500koz Pa Potential
VideoApr 14, 2026

G Mining (TSX:GMIN) - G2 Acquisition Builds Tier-1 Gold Hub with 500koz Pa Potential

G Mining Ventures announced the acquisition of adjacent Guyana neighbor G2 Goldfields, effectively merging two deposits that sit on the same mineralized ore body. The deal creates a contiguous, Tier‑1 gold hub anchored by the Oko West project, which is...

By Crux Investor
Atlas Salt (TSXV:SALT) - 'Undervalued?' Investment Series, with Nolan Peterson
VideoApr 9, 2026

Atlas Salt (TSXV:SALT) - 'Undervalued?' Investment Series, with Nolan Peterson

Atlas Salt (TSXV:SALT) announced its Great Atlantic Salt Project, the first new North American salt mine in 25 years, aimed at supplying de‑icing road salt to municipal customers across the continent. CEO Nolan Peterson framed the venture as a long‑life...

By Crux Investor
Strait of Hormuz Crisis Reshapes Energy and Commodity Markets
VideoApr 9, 2026

Strait of Hormuz Crisis Reshapes Energy and Commodity Markets

The episode examines how the recent Strait of Hormuz crisis is reshaping global energy and commodity markets. 20% of world crude oil and a comparable share of liquefied natural gas (LNG) pass through the narrow waterway, so any disruption reverberates...

By Crux Investor
Canyon Resources (ASX:CAY) - World's Highest-Grade Bauxite Project Targets September Production
VideoApr 7, 2026

Canyon Resources (ASX:CAY) - World's Highest-Grade Bauxite Project Targets September Production

Canyon Resources (ASX:CAY) is on the cusp of commercial production at its Mini Martite bauxite deposit in Cameroon, aiming to ship its first 50,000‑ton cargo by September. The deposit, boasting 51% aluminium oxide and only 2% silica, is the highest‑grade undeveloped...

By Crux Investor
Returns Remain Strong as Market Volatility Creates Entry Points
VideoApr 1, 2026

Returns Remain Strong as Market Volatility Creates Entry Points

The episode centers on how heightened market volatility—spurred by geopolitical tensions and fluctuating oil prices—creates fresh entry points for investors. Eric F. and Sam Ples discuss the current macro backdrop, noting that every rise above $100 a barrel in crude...

By Crux Investor
Atomic Eagle (ASX:AEU) - Scaling Proven Zambian Uranium Asset Toward Production
VideoMar 26, 2026

Atomic Eagle (ASX:AEU) - Scaling Proven Zambian Uranium Asset Toward Production

Atomic Eagle (ASX:AEU) announced a strategic push to scale its flagship Mantunga uranium project in Zambia, highlighting a 24% resource uplift to 58.8 million pounds at 309 ppm and a cash balance of $19 million to fund an aggressive 2024 drilling campaign. The...

By Crux Investor
Uranium Investing in 2026: Money May Move Down the Curve Whilst African Supply Moves East
VideoMar 25, 2026

Uranium Investing in 2026: Money May Move Down the Curve Whilst African Supply Moves East

The video examines the 2026 uranium investment landscape, focusing on how producer equities have begun to outpace spot prices and how African supply is increasingly flowing toward Asian markets, particularly China. Host Chris Crossad and analyst Matt discuss recent data,...

By Crux Investor
Toogood Gold (TSXV:TGC) - 30/30 Quinlan Holes Hit Gold, Table Mountain LOI Targets Q3 Drilling
VideoMar 24, 2026

Toogood Gold (TSXV:TGC) - 30/30 Quinlan Holes Hit Gold, Table Mountain LOI Targets Q3 Drilling

Toogood Gold (TSXV:TGC) provided an operational update on its Newfoundland Quinland discovery, highlighting the completion of a 30‑hole drill program that intersected the gold‑bearing intrusive dyke in every hole. The company also referenced a pending Letter of Intent for its...

By Crux Investor
Pacific Lime & Cement (ASX:PLA) - 'Undervalued?' Investment Series, with Paul Mulder
VideoMar 23, 2026

Pacific Lime & Cement (ASX:PLA) - 'Undervalued?' Investment Series, with Paul Mulder

Pacific Lime & Cement (ASX:PLA) outlined its flagship Central Cement and Lime project, a vertically integrated facility that aims to supply all of Papua New Guinea's lime and cement needs while also targeting export markets such as Australia. The company...

By Crux Investor
Lafleur Minerals (CSE:LFLR) - Beacon Mill Restart Powers Abitibi Hub Strategy
VideoMar 16, 2026

Lafleur Minerals (CSE:LFLR) - Beacon Mill Restart Powers Abitibi Hub Strategy

Lafleur Minerals (CSE:LFLR) announced that its Beacon Mill in the Abitibi region is halfway through recommissioning after a care‑and‑maintenance period. The mill will initially operate at roughly 750 tonnes per day, with short‑term upgrades planned to lift capacity to about...

By Crux Investor
Olive Resource Capital Fund Posts Strong 2026 Returns Despite Geopolitical Uncertainty
VideoMar 11, 2026

Olive Resource Capital Fund Posts Strong 2026 Returns Despite Geopolitical Uncertainty

Olive Resource Capital’s 2026 fund is up roughly 25% year‑to‑date after delivering a stellar 160% return in 2025, driven largely by precious‑metal positions. Recent exits—including Hudbay’s all‑stock acquisition of Arizona Sonoran and a 4‑times payoff on Sailfish Royalties—validated the fund’s...

By Crux Investor
Mogotes Metals (TSXV:MOG) - Drilling Filo Del Sol Trend - Results in May & June
VideoMar 9, 2026

Mogotes Metals (TSXV:MOG) - Drilling Filo Del Sol Trend - Results in May & June

Mogotes Metals is executing a 6,000‑8,000 metre drill program on its Filo Sur project in Argentina, with 3,000 metres already completed. The summer campaign is funded by a C$20 million budget drawn from a C$55 million treasury backed by CD Capital and the Braun...

By Crux Investor
Chesapeake Gold (TSXV:CKG) - Met Results To Unlock Massive Precious Metal Project
VideoMar 9, 2026

Chesapeake Gold (TSXV:CKG) - Met Results To Unlock Massive Precious Metal Project

Chesapeake Gold Corp. is advancing the Metates deposit in Mexico, one of the world’s largest undeveloped precious‑metal resources, using a proprietary oxidative leach technology that overcomes a four‑decade metallurgical barrier. The deposit contains over 500 million ounces of silver and 19 million...

By Crux Investor
Cobra Resources (LSE:COBR) - Discovers High-Grade Copper & Gold over 74m
VideoMar 9, 2026

Cobra Resources (LSE:COBR) - Discovers High-Grade Copper & Gold over 74m

Cobra Resources announced early drilling results from its Manahill Copper Project in South Australia, revealing wide, high‑grade copper intersections. Two holes returned 74 m grading just over 1 % Cu with ~0.25 g/t Au and 84 m of copper mineralisation, interpreted as roughly 70 m...

By Crux Investor
Visionary Copper & Gold (TSXV:VCG) - 2026 Resource Growth & Confidence Plan at Point Leamington
VideoMar 9, 2026

Visionary Copper & Gold (TSXV:VCG) - 2026 Resource Growth & Confidence Plan at Point Leamington

Visionary Copper & Gold (TSXV:VCG) announced significant expansion at its Point Leamington VMS deposit in Newfoundland. Early Phase 1 drilling uncovered a new footwall copper zone, dubbed Kraken, delivering a 76‑metre interval at 0.45 % Cu and a 23‑metre interval at 1.5 %...

By Crux Investor
Geiger Energy (TSXV:BEEP) - Targets District-Scale Uranium Discovery in Canada's Thelon Basin
VideoMar 9, 2026

Geiger Energy (TSXV:BEEP) - Targets District-Scale Uranium Discovery in Canada's Thelon Basin

Geiger Energy is targeting district‑scale uranium discovery in Canada’s underexplored Thelon Basin, leveraging a $7 million treasury across its Aberdeen and Hook projects. The company, formed after a merger backed by the Ore Group, will begin a 10,000‑plus‑meter drilling campaign at...

By Crux Investor
Amex Exploration (TSXV:AMX) - High-Grade Quebec Gold Project Targets Q3 2027 Production.
VideoMar 6, 2026

Amex Exploration (TSXV:AMX) - High-Grade Quebec Gold Project Targets Q3 2027 Production.

Amex Exploration is moving its high‑grade Quebec gold project from exploration to commercial production, with a bulk‑sample permit slated for March 2026. The bulk sample, expected to yield 20,000‑23,000 ounces, will trigger construction and set the stage for first gold...

By Crux Investor
Kuya Silver Corp. (CSE:KUYA) - Mill Acquisition Supports 3Mozpa Silver Target
VideoMar 6, 2026

Kuya Silver Corp. (CSE:KUYA) - Mill Acquisition Supports 3Mozpa Silver Target

Kuya Silver Corp. is set to close a $9 million acquisition of the Camila toll mill, converting a third‑party processor into an owned facility. The deal, combined with $3 million of near‑term capex, will leave the company with $12‑15 million in cash and...

By Crux Investor
Abcourt Mines (TSXV:ABI) - Scaling to 50Kozpa | Profitable Gold Mine with Mill Throughput Upside
VideoMar 6, 2026

Abcourt Mines (TSXV:ABI) - Scaling to 50Kozpa | Profitable Gold Mine with Mill Throughput Upside

Abcourt Mines (TSXV:ABI) has moved from development to a profitable gold producer, delivering 837 ounces in Q4 2025 and generating operating profit. Its Sleeping Giant mill, sized for 800 tonnes per day, is currently running at less than 20% of capacity, creating...

By Crux Investor
Grid Metals (TSXV:GRDM) - Positioning for Near-Term Production in the Ultra-Rare Cesium Market
VideoMar 4, 2026

Grid Metals (TSXV:GRDM) - Positioning for Near-Term Production in the Ultra-Rare Cesium Market

Grid Metals Corp. (TSXV:GRDM) announced its strategy to bring a shallow, open‑pit cesium deposit in Manitoba to production within the next year, positioning the company as a pure‑play supplier of an ultra‑rare alkaline metal. The CEO, Robin Dunar, highlighted cesium’s...

By Crux Investor
Nickel Market Faces Structural Shift as Top Producers Coordinate Supply Discipline
VideoFeb 25, 2026

Nickel Market Faces Structural Shift as Top Producers Coordinate Supply Discipline

The video examines a structural shift in the nickel market as Indonesia, the Philippines and other top producers tighten supply discipline, driving LME prices sharply higher. After three weeks of trading in a $16.5‑$18k/ton band, prices jumped nearly 5% to...

By Crux Investor
Conference Season Sets Stage for Gold Sector Deal-Making & Investor Gains
VideoFeb 24, 2026

Conference Season Sets Stage for Gold Sector Deal-Making & Investor Gains

The episode spotlights the gold mining sector’s unprecedented cash‑flow environment as gold prices hover above $4,000 an ounce, and how this financial firepower is reshaping capital‑allocation strategies. With Q1 results on the horizon—most notably Agnico Eagle’s multi‑million‑dollar daily free cash...

By Crux Investor
Australian Uranium Sector Update: Policy Headwinds Meet Exploration Success
VideoFeb 18, 2026

Australian Uranium Sector Update: Policy Headwinds Meet Exploration Success

The conversation centered on the state of Australia’s uranium sector, highlighting a strong capital‑raising year for junior developers and a looming policy crossroads. Cauldron Resources, now valued around $70 million, exemplifies how fresh funding and a solid balance sheet are attracting...

By Crux Investor
Revival Gold (TSXV:RGV) - 'Undervalued?' Investment Series, with Hugh Agro
VideoFeb 17, 2026

Revival Gold (TSXV:RGV) - 'Undervalued?' Investment Series, with Hugh Agro

Revival Gold Inc., a TSXV‑listed miner, is targeting undervalued brownfield gold assets in the western United States. CEO Hugh Agro argues that the global gold supply gap—120 million ounces produced versus only 20 million ounces discovered annually—creates a moat for existing mines....

By Crux Investor
Santacruz Silver (TSXV:SCZ) - 2026 Set for More Gains as Large Treasury Builds
VideoFeb 15, 2026

Santacruz Silver (TSXV:SCZ) - 2026 Set for More Gains as Large Treasury Builds

Santa Cruz Silver (TSXV:SCZ) outlined its 2026 growth trajectory, emphasizing a fully cleaned balance sheet, a recent NASDAQ listing, and operational upgrades across its Bolivian and Mexican assets. The CEO highlighted that the company eliminated Glenor royalty and streaming obligations,...

By Crux Investor
Focus Graphite (TSXV:FMS) - A Strategic Production Alternative to China
VideoFeb 13, 2026

Focus Graphite (TSXV:FMS) - A Strategic Production Alternative to China

Dean Hannish, CEO of Focus Graphite, outlined the company’s strategy to become a North‑American source of high‑purity graphite, positioning the business as a strategic alternative to China’s dominant supply. The firm operates two Quebec projects, with the flagship Black Knife...

By Crux Investor
Americas Gold & Silver (TSX:USA) - New USA Critical Minerals Hub to Be Built
VideoFeb 12, 2026

Americas Gold & Silver (TSX:USA) - New USA Critical Minerals Hub to Be Built

Americas Gold & Silver announced a joint venture with United States Antimony to build a $50 million antimony processing plant at its Galena Complex in Idaho. The partnership gives Americas 51% ownership, allowing it to capture full market prices for the...

By Crux Investor
Market Volatility Opens Door for Mining Mergers as Stock Prices Stabilise
VideoFeb 11, 2026

Market Volatility Opens Door for Mining Mergers as Stock Prices Stabilise

Precious metals and mining stocks saw sharp volatility in early February 2026, driven by temporary Treasury liquidity withdrawals and the Chinese New Year lull. Institutional investors view the pullback as a tactical entry point rather than a structural shift, with...

By Crux Investor
Ur-Energy (AMEX:URG) - Bringing Second Uranium Mine Online as Demand Surges
VideoFeb 11, 2026

Ur-Energy (AMEX:URG) - Bringing Second Uranium Mine Online as Demand Surges

Ur‑Energy is bringing its Shirley Basin satellite mine online in Q1 2026, adding a second uranium production facility to its Lost Creek hub. The new ISR operation will begin yellowcake output in Q2, leveraging existing processing infrastructure and a $120 million convertible...

By Crux Investor
New Found Gold (TSXV:NFG) - Meet the Team - Hashim Ahmed
VideoFeb 10, 2026

New Found Gold (TSXV:NFG) - Meet the Team - Hashim Ahmed

The video features a candid interview with Hashim Ahmed, the newly appointed CFO of Newfound Gold (TSXV:NFG). Ahmed outlines his 20‑year track record in mining finance, from senior roles at Balac, Jaguar Mining, and Manderlay Resources, and explains why the...

By Crux Investor