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Globex MiningTSX:GMX

Company, with a project stated to be in Quebec, Ontario, Nevada, Arizona.

Quebec · Canada — as stated on the recordings

Quebec, Canada
Mar 2026Covered
6 of 10Topics on record
1 executiveNamed on the record
Jurisdiction
Quebec, Ontario, Nevada, Arizona
Latest appearance
09 Mar 2026
On record
1 interview · 9 statements · 1 executive

At a glance

What the record holds today. Every card names where it came from — a management representation is not an established fact, and the page never blurs the two.

Money on hand
40 million plus
Stated capital need: making about 5 million a year from option payments and advanced royalties
Management-stated David Christie Mar 2026
What happens next
IP work on RUA merger project, will drill that, probably drill two other projects this year, maybe three
Management-stated David Christie Mar 2026
The main open question
The company has made no major discoveries of its own; the November hit at RUA Merger (3.44g/40m) is early-stage IP work.
Weighed from the statements below, not our opinion of the company.
Our reading

Management view vs outside view

Management interviews are promotional by nature; the outside view is the counterweight. Both are quoted from the recordings, not added by us.

What management spends its time on

Counted from Globex Mining's own claims across 1 interview — most-covered theme first.

What outside voices pick up on

No independent commentary on record yet — so far the page carries only the company's own voice.

Bull · Bear · Watch next

Weighed from the statements on this page — management's pitch and the outside view. Not financial advice, and not our opinion of the company.

▲ Bull case

Management says the company has a fortress balance sheet ($40M cash, 56M shares never diluted) and positive cash flow ($5M/year from royalties and option payments), reducing need to access capital.

What it rests on
▶
▶
Evidence: 2 moments from 1 interview
Read the full case

Management says the company has a fortress balance sheet ($40M cash, 56M shares never diluted) and positive cash flow ($5M/year from royalties and option payments), reducing need to access capital. It claims 300,000+ meters of drilling across option and royalty properties this year—particularly the O'Brien project (140,000m) and Cartes Cadillac (50,000m with 3% GMR)—exposing it to upside from major operators' work without dilution risk.

▼ Bear case

The company has made no major discoveries of its own; the November hit at RUA Merger (3.44g/40m) is early-stage IP work.

What it rests on
▶
Evidence: 1 moment from 1 interview
Read the full case

The company has made no major discoveries of its own; the November hit at RUA Merger (3.44g/40m) is early-stage IP work. The bull case rests entirely on *other people's* drilling on royalty and option properties—no control, no certainty of conversion to resource. No independent analyst comment available to assess whether 300,000m of third-party drilling justifies valuation or whether royalty rates and option terms are competitive.

◆ Watch next

IP work and drilling on RUA Merger project will begin within months (fact 4).

What it rests on
▶
Evidence: 1 moment from 1 interview
Read the full case

IP work and drilling on RUA Merger project will begin within months (fact 4). O'Brien (140,000m) and Cartes Cadillac (50,000m) drilling by third parties is underway this year—watch for resource estimates and whether they trigger option or royalty value. Equity-issuance discipline (56M shares, never diluted) is a structural strength; any future equity raise would be a warning sign of cash burn acceleration.

Each moment links to the exact point in the source recording. The cases are drawn from the transcripts, weighed as written — they are not a rating, a target or a recommendation.

Project 2 statements

The deposit 1

What was actually said
exploration upside
3.44 grams over almost 40 meters on ruin merger project in November
“Like we made a discovery on our ruin merger project in November, hit 3.44 grams over almost 40 meters.”
David Christie· 09 Mar 2026·

Jurisdiction 1

What was actually said
region
Quebec, Ontario, Nevada, Arizona
“Well, the center of our of gravity for us is the abid of Quebec and Ontario. So, we have a lot of gold projects and we'll continue to have a lot of gold projects just because of where we are in the world. >> Also, a lot of co copper projects. So we will always do that. We have a a group in Nevada as well staking claims. So we have a number of gold claims in Nevada, Arizona.”
David Christie· 09 Mar 2026·

Economics 2 statements

Financing 2

Key takeaway. Management reports a cash position of about $40 million as of March 2026.

Read the full summary

The company says it generates roughly $5 million a year from option payments and advanced royalties, which the CEO described as the company's burn rate.

What was actually said
burn rate
making about 5 million a year from option payments and advanced royalties
“Yeah. Well, we're also making about $5 million a year. So, we're not really dipping into that $40 million too often. You're making it from >> from option payments, advanced royalties on average.”
David Christie· 09 Mar 2026·
cash position
40 million plus
“So they're they're they're kind of long lead items in terms of revenue uh tend tend to be royalties. So, um, let's talk about some of the other things that you do which kind of, you know, cover the overheads because you're sitting with a bunch of cash in the bank at the moment, right? >> 40 million plus.”
David Christie· 09 Mar 2026·

Timeline 1 statement

Timeline 1

What was actually said
milestone
IP work on RUA merger project, will drill that, probably drill two other projects this year, maybe three
“Um, not much. I think we've drilled a thousand meters this year, but we will we will have more in the coming months. We're just doing IP work on our RUA merger project. We'll drill that. >> Um we will probably drill two other projects this year, maybe three.”
David Christie· 09 Mar 2026·

Corporate 4 statements

Share structure 1

What was actually said
shares outstanding
56 million shares outstanding
“Um the potential is here for us to go buy things ourselves. Yeah. >> Like we haven't done an equity issue in forever. We have 56 million shares outstanding.”
David Christie· 09 Mar 2026·

Market 3

Key takeaway. In March 2026, Globex Mining management reported significant drilling activity across its portfolio, noting that about 300,000 meters were being drilled combined across option properties, royalty projects and the company's own properties.

Read the full summary

The company highlighted strategic interest in specific projects: the Cartes Cadillac project, where it said there is 3% GMR and 50,000 meters planned this year, and the O'Brien project, where management said Rison's drilling of 140,000 meters has resulted in a big resource uptick.

What was actually said
strategic interest
300,000 meters being drilled across option properties, royalty projects and own properties combined
“So, if we add up all the meters being drilled on our option properties, our royalty projects and and our own, it's well over 300,000 meters being drilled.”
David Christie· 09 Mar 2026·
strategic interest
O'Brien project with Rison's drilling 140,000 meters with big resource uptick
“We have a couple big royalties that the O'Brien project uh that Rison's drilling. >> Yeah. >> We have royalties on that. So that's 140,000 meters right there. And they just announced a big uptick in their resources which is huge for us.”
David Christie· 09 Mar 2026·
strategic interest
Cartes Cadillac project with 3% GMR, 50,000 meters this year
“And then there's the Cartes Cadillac project. We have royalties on that,000 meters this year. >> Yeah. We have a 3% GMR on that.”
David Christie· 09 Mar 2026·

Sources 1 interview

Every interview 1

DateChannelInterviewStatements
09 Mar 2026 Crux Investor Globex Mining (TSX:GMX) - 107 Royalties with Multiple Projects Nearing Production 9

What else those interviews covered

Every other asset named in the same recordings, by how many of them named it — the company's coverage context, not its holdings. Where the name is another company we hold a record for, it links to it.

agnico eagle 1
alamos gold 1
antimony 1
cartier resources 1
gold 1
iron ore 1
manganese x energy 1
pan american silver 1

Questions people ask

What is Globex Mining's project and where is it?

Globex Mining is a resource mining company, with a project stated to be in Quebec, Canada. Everything here is drawn from its executives' own interviews.

Which interviews mention Globex Mining?

We track 1 interview mentioning Globex Mining, across 1 channel (Crux Investor).

What are investors saying about Globex Mining?

No independent commentary is on record yet — so far the page carries only the company's own voice.

What do recent interviews with Globex Mining cover?

The most-discussed topics on record are market, financing, the deposit, timeline — each claim quoted and dated in the sections above.

How to read this page

What is here

Statements made by company representatives in the interviews listed above — each one carrying the words that made it, the date, and the recording. Nothing is added from any other source: if it was not said on a recording, it is not on this page. The one exception lives in the Claims & Checks record, which cites a metal price from our own feed so a stated cost can be set against it — and labels it as ours wherever it appears.

What is not verified

All of it. Resource figures, economics, timelines and promotional framing are management's own representations, checked against no filing and no technical report. Transcripts are automatic; we repair a clearly mis-heard word but never a number, a date, a unit or a speaker's hedge — “about 8.6 million ounces” keeps its “about”.

How to use it

Treat it as a map of what has been said, not as a source of fact. Where a figure matters to you, open the recording and read the company's filings. Nothing here is financial advice, a recommendation, or an offer to buy or sell any security — these are interested parties discussing their own company.

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