Matthew Gordon

Ionic Rare Earths (ASX:IXR) - Belfast Plant Nears 2026 FID as Heavy Rare Earth Prices Surge Globally

Preview:Tim Harrison says Ionic Rare Earths is moving from demo-stage validation toward commercialization of its Belfast magnet-recycling plant, with a FID target in September and a 12m pound UK grant helping fill the 85m pound capex stack. The core thesis is that heavy rare earth supply outside China is now tight enough — with prices surging and Western governments and OEMs seeking sovereign supply chains — that Ionic’s validated recycling tech, IP, and partner network can become a repeatable modular platform in the UK, US, and potentially elsewhere.

Halo Minerals (AIM:HALO) - EIA-Approved Chile Tailings Project Targets H2 2028 Production

Preview:This interview is a company update on Halo Minerals’ Playa Verde tailings project in Chile. CEO Andrew Dennan says the asset is now de-risked by EIA approval, has strong economics on current studies, and is moving toward updated BFS work, partner selection, financing, and a possible FID in Q4, with first production targeted for H2 2028.

Cabral Gold (TSXV:CBR) - Phase One Heap Leach On Schedule, Q4 Production Targeted

Preview:Cabral Gold says its phase-one heap leach project in northern Brazil is still on budget and on schedule, with commissioning expected in Q3 and commercial production targeted for Q4 2026. The company highlighted strong infill drilling results, some grades above reserve assumptions, and said higher early grades could support better-than-PFS economics and cash generation as it moves toward self-funding phase two exploration.

Silvercorp Metals (TSX:SVM) - 'Undervalued?' Investment Series, with Lon Shaver

Preview:Lon Shaver argues Silvercorp Metals looks undervalued because higher silver prices are now feeding through to strong profits and free cash flow, while the company is also expanding its production base and adding a growth pipeline. The core pitch is that the market is still pricing it like a single-asset, single-jurisdiction China miner, even though the business is becoming more diversified through Ecuador projects, Kyrgyzstan gold assets, and a planned Hong Kong listing.

Central Asia Metals (LSE:CAML) - Proposed Cygnus Acquisition Fills Missing Piece In Strategy

Preview:Gavin Ferrar of Central Asia Metals says the proposed all-share acquisition of Cygnus Metals is designed to fill the gap between exploration and operations in CAML’s portfolio. He frames Chibougamau as a brownfield, copper-gold development asset with existing infrastructure, a bigger resource after Cygnus’s drilling, and a clear path from PEA to feasibility, construction, and eventually production.

Elemental Royalty (TSX:ELE) - Scale, Catalysts & A Path to $100M in Annual Revenue

Preview:David Cole argues Elemental Royalty is transitioning into a larger, more liquid royalty company with multiple near-term catalysts, but without changing its core business model. He emphasizes rising scale, strong cash flow, and a pipeline of royalty generation, acquisitions, and royalty financings, while saying Tether is a capital partner rather than a strategic customer for physical metal.

Vox Royalty Corp (TSX:VOXR) - 'Undervalued?' Investment Series, with Kyle Floyd

Preview:Kyle Floyd, CEO of Vox Royalty, argues the company is still undervalued despite a strong quarter because the market is not fully pricing in its high-quality royalty portfolio, record Q1 results, and a clearer 2030 growth outlook. He emphasizes disciplined capital deployment, a large pipeline of legacy royalty opportunities, and upside from portfolio assets extending mine lives and producing more GEOs over time.

Made In America | Myriad Uranium (CSE:M) - America's Uranium Gap & The Wyoming Project Closing It

Preview:Thomas Lamb argues Myriad Uranium is undervalued because it controls three U.S.-based uranium projects, led by Copper Mountain in Wyoming, which has historical drilling, a large DOE/Bendix exploration target, and encouraging phase-one drill results. The interview centers on how phase-two drilling, a merger that gives Myriad 100% control of Copper Mountain, and a planned U.S. listing could re-rate the company.

New Found Gold (TSXV:NFG) - Hammerdown & the Path to Production

Preview:Keith Boyle says New Found Gold is transitioning from a pure explorer into an operating gold producer. He frames Hammerdown as a near-term cash generator that will fund overhead and exploration, while Queensway remains the main long-term value driver and is targeted for production by the end of 2027.

GoGold Resources (TSX:GGD) - Los Ricos South Permit Secured, Fully Funded Mine Build Begins

Preview:Brad Langille, CEO of GoGold Resources, says the company has secured the permit for Los Ricos South and is now moving from planning into construction with full funding already in hand. He emphasizes that GoGold’s operating Parral mine continues to generate strong free cash flow, which allowed the company to wait out the permitting process without dilutive financing. The interview also frames Los Ricos North as the next district project, with more drilling and permitting work to follow once South advances.

East Star Resources (LSE:EST) - Partner-Funded Copper Production and $25M Gold Search in Kazakhstan

Preview:Alex Walker, CEO of East Star Resources, argues the company has evolved from a self-funded explorer into a Kazakhstan-focused project generator that uses partnerships to de-risk capital-intensive assets while preserving upside. The centerpiece is a JV on Vuba/Vekuba copper with Shinghai that could take East Star to production with zero shareholder dilution, plus an Endeavor Mining-funded gold exploration alliance that could materially grow the company if it can deliver a pre-feasibility-stage discovery.

Australia’s Fuel Crisis Exposes Energy Weakness, Boosts Uranium Outlook

Preview:The interview argues that Australia’s fuel insecurity, higher rates, and punitive tax policy are combining into a weak investment environment, but that the same policy and energy stress are strengthening the medium-term case for uranium and potentially nuclear. The guest says the immediate market backdrop is messy and risk-off, yet uranium policy, exploration activity, and foreign interest are all improving.

Silver Tiger Metals (TSXV:SLVR) - El Tigre Build Advances Toward 2027 First Pour With $800M NPV

Preview:Silver Tiger Metals says construction of its El Tigre heap-leach project is underway, with first gold pour targeted for December 2027. Management is also advancing a separate underground plan and early drilling on northern veins outside the current mine plan, arguing the combined project can grow materially from here.

Santacruz Silver (TSXV:SCZ) - Bolivar Recovery and TSX Uplisting Drive 2026 Growth Strategy

Preview:Santacruz Silver’s CEO Arturo Prestamo says Q1 was strong, with higher revenue, improving silver output, and better margins as Bolivar recovery progresses. The company’s near-term focus is dewatering Bolivar, stabilizing operations despite Bolivia’s political disruption, and preparing for TSX uplisting and a possible buyback once the market better recognizes the balance sheet and growth story.

Nickel Market Faces New Reality as Indonesia’s Ore Quality Slips and Costs Rise

Preview:Mark Selby argues the nickel market is tightening in a new way: Indonesia’s ore grades are falling, quotas remain a supply-management lever, and rising input costs are setting up a firmer price floor. He also sees increased corporate activity and niche US/technical projects, but he is skeptical of hype-heavy names that lack real metallurgical work or resource definition.

Made in America | Pulsar Helium (TSXV:PLSR) - The Case for Domestic US Helium Development

Preview:This is a company interview with Pulsar Helium CEO Thomas Abraham James making the case that Topaz in Minnesota could become a strategic domestic U.S. helium source. He argues helium supply is tight, global disruptions have worsened pricing, and Pulsar’s high-concentration discovery plus recent drilling, state regulatory support, and a Chart Industries partnership move the project toward production.

Marimaca Copper (TSX:MARI) - Pampa Medina Shows Tier-One Potential with 5.7% Copper Hits

Preview:This interview centers on Marimaca Copper’s ongoing drilling at Pampa Medina, where the CEO argues the discovery is evolving from a narrow high-grade zone into a much larger, coherent underground copper system. The main message is that multiple holes are confirming continuity, thickness, and scale, which could support a bulk mechanized mining approach and potentially a tier-one asset.

Impact Minerals (ASX:IPT) - Advancing Scoping Study With 10x Throughput Breakthrough in Hand

Preview:Impact Minerals’ managing director, Dr. Mike Jones, framed the company as increasingly a materials/technology business rather than a pure junior miner. The core story is its HPA platform: the Alumina’s pilot plant has been upgraded and, after an impeller change, management says throughput improved by roughly 10x versus design assumptions, which they present as a major scalability breakthrough. Lake Hope remains the flagship raw-material project, but the interview emphasized that value is increasingly expected to come from the processing technology, modular plant rollout, and potential licensing model. Potash and hydrochloric acid are presented as valuable byproducts, while Commonwealth is treated as optionality via a farm-out and free-carried interest.

Vista Gold (NYSE:VGZ) - Mt Todd's De-Risking Blueprint: Permits, People, and Engineering

Preview:Fred Earnest says Vista Gold has shifted from asking whether Mt Todd can be financed to whether it can be executed. The company’s current focus is on three workstreams — permitting, people, and engineering — while it advances permit modifications for the resized 15,000 tpd project, hires a development team, and runs optimization studies that could improve the mine plan and economics.

Erdene Resource Developments (TSX:ERD) - 'Undervalued?' Investment Series, with Peter Akerley

Preview:Peter Akerley says Erdene Resource Development has transitioned from explorer to cash-generating producer, with Bayan Khundii now in commercial production and the market still not fully valuing the district-scale upside. He argues the company is undervalued because investors are only partly pricing the operating mine, while assigning little or no value to expansion at Bayan Khundii, the nearby Altan Nar gold-polymetallic deposit, and especially the Zuun Mod molybdenum-copper project.

West Wits Mining (ASX:WWI) - Qala Shallows Breakthrough Drives 70,000 oz Target Gold Production

Preview:Rudy Dil, MD CEO of West Wits Mining, says the Qala Shallows underground build has reached an important inflection point: the first decline is complete, access to the first reef drive is open, and the mine can now shift from dilution-heavy development ore toward higher-grade stoping ore. He argues this should improve grades, recoveries, flexibility, and unit economics as the operation ramps toward steady-state production.

Koryx Copper (TSXV:KRY) - Namibia's Giant Copper Deposit Gets a Major Upgrade

Preview:The CEO argues that Koryx Copper’s Haib project in Namibia has been materially upgraded by flow-sheet changes, especially coarse particle flotation, which should lift grade, cut stripping, and improve economics without taking on much extra technical risk. He frames the project as a very large, long-life open pit that likely needs a bigger strategic partner to finance and build, while Namibia’s permitting and infrastructure are presented as supportive.

New Found Gold (TSXV:NFG) - Fully Funded Drill Program for 2026

Preview:Melissa Render presents New Found Gold’s 2026 Queensway program as a fully funded, $44 million campaign with about 90,000 meters planned. The plan is split roughly half between exploration/growth drilling and project-focused de-risking work as the company moves toward production near the end of 2027.

Verdera Energy (TSXV:V) - High-Grade Resource in New Mexico Positioned for US Uranium Growth

Preview:Janet Lee Sheriff, CEO of Verdera Energy, argues that New Mexico is the missing link in the U.S. uranium revival because it holds very large historic resources, strong ISR potential, and growing federal, utility, and community support. The company’s near-term focus is permitting and technical work at West Largo while building social license through tribal and community engagement.

Made in America | Revival Gold (TSXV:RVG) - The Case for US-Based Gold Development

Preview:This interview argues that Revival Gold is a rare U.S.-based gold developer with two large projects—Mercur in Utah and Beartrack-Arnett in Idaho—backed by infrastructure, permitting progress, and a large NAV versus current market cap discount. The speakers frame Mercur as the nearer-term engine, with a phased, capital-efficient path to production and major upside if gold stays strong and permitting remains constructive.

Manhattan Metals - A New Angle on Nevada's Overlooked Gold & Silver Deposits

Preview:Bill Sheriff pitches Manhattan Metals as a Nevada-focused gold/silver explorer-developer built around a central mill and a roll-up of overlooked small deposits. The core idea is to buy, stake, or toll-mill small or orphaned high-grade properties, validate them quickly with in-house drilling, and feed them into a 400 tpd gravity/flotation mill plus a smaller 20–25 tpd circuit.

Heliostar Metals (TSXV:HSTR) - Emerging Gold Producer Targets 300K oz by 2030 With Strong Cash Flow

Preview:This is an interview about Heliostar Metals’ operating progress, balance sheet strength, and growth path from a multi-asset gold producer toward 300,000 oz/year by decade-end. The CEO highlights strong Q1 cash flow, low costs, mine-life extensions at St. Augustine, a production bridge at La Colorada, and a permitting/development path for Ana Paula.

The Mining Investment Event 2026 Preview: Record Demand, Global Capital, Major Speakers

Preview:This is a preview interview about the Mining Investment Event 2026 in Quebec City. Joanne Jobin says the event is sold out, has become more international, and is designed as an investor-focused mining conference rather than a trade show. She emphasizes the event’s one-on-one meetings, speakers, networking, and government/institutional presence as the core value proposition.

Thistle Resources (TSXV:TRCG) - Fully Funded Explorer Advances Gold and Antimony Projects

Preview:Patrick Cruickshank and Gary present Thistle Resources (TSXV:TRCG) as a fully funded junior explorer with three priority projects in Bathurst, New Brunswick: Middle River Gold, Brunswick antimony, and a VMS target. The pitch rests on cheap access, strong geophysical targeting, and the idea that the company is sitting on multiple catalysts with no need to raise capital for the next two years.

Mogotes Metals (TSXV:MOG) - Major Copper-Gold Discovery at Filo Sur

Preview:Alan Sabat, CEO of Mogotes Metals, argues the company has just made a meaningful second discovery at Filo Sur: a shallow, high-grade copper-gold-silver-molybdenum intercept that he says materially strengthens the case that Mogotes is sitting in the same fertile Vicuña/Filo trend as nearby major discoveries. He frames the result as an early but important step toward finding the center of a larger porphyry system, not as a finished resource.

Marimaca Copper (TSX:MARI) - Tier-One Discovery Potential Alongside MOD Growth

Preview:This is a bullish company interview about Marimaca Copper’s shift from an oxide story to a potentially district-scale sulfide discovery at Pampa Medina, while also advancing the MOD project toward construction and FID. The CEO argues the market is underappreciating the combined value: MOD alone can justify much of the current valuation, and Pampa Medina adds free upside if drilling confirms continuity and scale.

New Found Gold (TSXV:NFG) - $220m Financing Pushes High-Grade Queensway Toward 2027 Production

Preview:Keith Boyle says New Found Gold is now financially de-risked for Queensway after a $220m financing package, with $185m already in hand and the project fully funded to production. He lays out a fairly clear build path: early works permits, detailed engineering, long-lead procurement, power-line relocation, and a targeted start-up toward late 2027, while also expecting Hammerdown to reach commercial production in the second half of this year.

CanCambria Energy (TSXV:CCEC) - 750 Bcf Hungary Gas Play Targets EU Supply Gap

Preview:Paul Clark, CEO of CanCambria Energy, pitches a Hungary-focused natural gas and liquids opportunity built around a 750 Bcf contingent resource and two parallel development tracks: a deep tight-gas play and a shallower oil play. The interview centers on subsurface confidence, economics, Hungarian/EU gas demand, and the main near-term catalyst: securing a strategic JV partner to fund the first wells.

Atomic Eagle (ASX:AEU) - All Known Questions Answered, April 2026

Preview:Atomic Eagle’s CEO Phil Hoskins presents the company as a Zambian uranium developer with a near-term exploration-led growth story, anchored by the Muntanga project and optional upside from the expropriated Makuju River/Madawela asset in Niger. His core argument is that uranium supply is structurally short, Zambia is a stable and mine-friendly jurisdiction, and the project’s simple heap-leach metallurgy and infrastructure can support a much larger, financeable mine if resource growth continues.

Atomic Eagle (ASX:AEU) - Pitch Perfect - May 2026

Preview:Phil Hoskins, CEO of Atomic Eagle, pitches AEU as an undervalued ASX uranium developer with a large Zambian resource, imminent permitting milestones, and major upside from resource growth plus optionality around a disputed Niger asset. The core bull case is that uranium supply is structurally tightening into the end of the decade, while Atomic Eagle has a drill-ready, permitted-near-term project in Zambia and a low-cost, scalable technical profile.

Flagship Minerals (ASX:FLG) - Fast-Tracks Isidora Project to 2.1M oz Gold Milestone

Preview:Flagship Minerals’ Paul Lockach argues the Isidora gold project in Chile has been materially de-risked by a resource update to 2.1 million ounces and could support a 100,000+ ounce-per-year, long-life heap-leach operation. The interview focuses on why the company thinks a relatively low-grade, surface oxide/mixed system can still be economic: conservative recoveries, peer comparisons to Rio2’s Fenix project, nearby district scale, and a phased plan that starts with faster cash-flowing oxide material before moving into sulfides.

Precious Metals Royalties Are Booming - Are Battery Metals Next?

Preview:The discussion centers on why precious-metals royalties are attracting capital while battery-metals royalties remain much harder to fund. The guest argues the sector’s biggest recent catalyst is Lunar Royalties’ $670 million silver stream tied to Lundin Gold’s Fruta del Norte, and he sees it as a landmark deal that could be highly cash-generative and difficult to replicate. He also points to Evolve Royalties’ tin royalty and a broader pickup in mining finance as evidence that royalty capital is still active, but mostly in gold and silver.

Capital Metals (LSE:CMET) - World-Class Mineral Sands Asset Gains Momentum After Policy Reset

Preview:Greg Martyr, executive chairman of Capital Metals, says the company is advancing its Sri Lanka mineral sands project, Tepprabane, amid a government policy reset that is making mining more investable. The near-term focus is getting a final mining licence, finalizing the standard operating procedure, and securing a funding package to start stage-one wet concentration production.

Nickel’s Long-Term Bull Cycle Gains Momentum Amid Supply Constraints

Preview:This is an in-person interview on The Nickel Show with Mark Selby arguing that nickel’s long-term bull case is strengthening because supply is being constrained while demand is still growing. He says Indonesia and the Philippines are coordinating more tightly on supply, Western new supply is scarce, and the market is starting to believe the higher-price regime is durable.

Americas Gold & Silver (TSX:USA) - Targets ~1,000 tpd Capacity, Aims for 5Moz+ Annual Silver

Preview:Oliver Turner, EVP of corporate development at Americas Gold & Silver, argues the stock should rerate as the company executes a major operational turnaround at its Galena silver mine in Idaho. He says silver demand is being pulled by solar, AI/data centers, batteries, and strategic stockpiling, while supply is structurally constrained, making primary silver producers more valuable. The near-term focus is on hitting guidance, modernizing the mine, and converting hoisting/mining methods into materially higher throughput and lower unit costs.

Cascadia Minerals (TSXV:CAM) - Agnico-Backed Yukon Copper Play Targets 1.5B lbs Resource Expansion

Preview:An interview with Cascadia Minerals CEO Graham Downs about the company’s Yukon copper-gold strategy, centered on the Carmacks/Granite Creek asset and a new Agnico Eagle strategic alliance. Downs argues the company now has a road-accessible, near-grid, higher-grade deposit that can be systematically expanded with drilling rather than chased as a greenfield discovery.

Revival Gold (TSXV:RVG) - Funded to 2028 Decision, Targets 2029 Output, Up to $350M Cash Flow

Preview:This is a bullish interview with Revival Gold CEO Hugh Agro on the company’s path from explorer/developer to near-term producer. The core pitch is that Merker in Utah is now funded to a 2028 construction decision, with production targeted for 2029 and potential free cash flow of $300M–$350M a year at current gold prices, while Beartrack-Arnett in Idaho provides longer-term upside and blue-sky resource growth.

Oroco Resources (TSXV:OCO) - Porphyry District Strategy Boosts Appeal Ahead of 2027 PFS Delivery

Preview:Ian Graham of Oroco Resources argues Santo Tomas is now more than a single copper project: the PEA showed robust economics, the PFS is aimed at upgrading South Zone resources and improving metallurgy, and a new southern target could help frame the asset as a district. He says the company is now back on the ground, has financing support, and expects the project to be transaction-ready next year, with permitting progress in Mexico and stronger community backing as key supports.

Canada Nickel (TSXV:CNC) - Crawford Project Nears Landmark Approval Under Canada’s 2019 Mining Law

Preview:Mark Selby says Canada Nickel is near the finish line on Crawford’s federal permitting, with an impact assessment report issued and only final permit conditions and ministerial sign-off left. He frames the project as technically de-risked, with financing now the main remaining hurdle, while nickel prices and renewed sector interest have improved funding sentiment.

Standard Uranium (TSXV:STND) - Fully Funded 6,000m Drill Program Targets Davidson River

Preview:Standard Uranium’s CEO says the company is back to drilling Davidson River with a fully funded 6,000m summer program, using new gravity plus passive seismic data, historical drill results, and AI-assisted targeting to improve its odds of a discovery. The pitch is classic uranium explorer torque: low market cap, high upside if they hit, and the next few months are positioned as the key catalyst window.

Wallbridge Mining (TSX:WM) - $1.4B NPV Gold Project Advances Toward Pre-Feasibility in Quebec

Preview:This interview is a bullish but disciplined pitch on Wallbridge Mining’s Fenelon and Martiniere gold projects in Quebec. CEO Brian Penny argues the market is still under-valuing the company relative to Fenelon’s PEA economics and that the next re-rating should come from de-risking work, especially metallurgical testing, drill results at Martiniere, and eventually a pre-feasibility study.

Serabi Gold (LSE:SRB) - Debt-Free Balance Sheet Fuels Expansion, Dividends and M&A Ambitions

Preview:Mike Hodgson, CEO of Serabi Gold, says the company has moved into a strong financial position after producing 44,000 ounces in 2025, generating about $30 million in cash, ending the year with $50 million, and reaching roughly $65 million by Q1 while paying off all debt. His core message is that this cash flow should fund a 20% cash-flow dividend, ongoing exploration, and a staged expansion at Karinga/Palito once the resource base is better defined and the Karinga permit is secured.

Latin Metals (TSXV:LMS) - The Prospect Generator Model Few Juniors Follow

Preview:Keith Henderson, president and CEO of Latin Metals, argues the company is a pure prospect generator: it spends little, does not drill itself, and instead options projects to better-funded partners while keeping minority exposure and eventual NSR upside. The interview centers on why Argentina and Peru are the core jurisdictions, how the model reduces shareholder dilution, and why a wave of renewed exploration demand could make the current project pipeline a potentially transformational year for the company.

Selkirk Copper (TSXV:SCMI) - High-Grade Yukon Copper Restart Targets Mid-2028 Production

Preview:Selkirk Copper CEO Colin Judge argues the Yukon restart story is unusually attractive because the asset combines very high copper grade, existing infrastructure, and a materially cleaner capital structure after bankruptcy. He says the company is targeting a mid-2028 production restart, with a PEA due mid-2026 and a feasibility study/decision path around mid-2027.

Mineros S.A. (TSX:MSA) - 'Undervalued?' Investment Series, with Daniel Henao

Preview:Daniel Lanoue, CEO of Mineros S.A., argues the company is already delivering a turnaround, not just promising one: record Q1 production, strong margins, growing recoveries, and a very low valuation despite cash generation. He frames Mineros as an undervalued gold producer/developer/explorer with multiple near-term catalysts in Nicaragua, Porvenir, and exploration, plus capital returns via dividends and buybacks.

Maple Gold Mines (TSXV:MGM) - 5.2Moz Gold System with Major Drill Growth Ahead

Preview:Maple Gold CEO Kieran Patankar argues the company’s new 5.2Moz resource is a step-change that improves scale more than it hurts grade, and that the next phase is a fully funded, aggressive drill-and-engineering push to grow and de-risk both Dway and Jutel. He repeatedly frames the story as about unlocking a district-scale, infrastructure-backed Quebec gold system rather than simply reacting to gold price strength.

NexMetals Mining (TSXV:NEXM) - Higher Copper & PGM Recoveries Set Stage for Strong Maiden PEA

Preview:Sean Whiteford, CEO of NexMetals Mining, argues the company has materially de-risked its Botswana copper-nickel-PGM assets by proving a lower-capex path to production: separate saleable copper and nickel concentrates instead of rebuilding a smelter. He says recent metallurgical work and drilling have improved the investment case, especially at Selkirk and Selebi, but the market has not yet fully recognized the progress.

Astra Exploration (TSXV:ASTR) - $15M Raise Supports High-Grade Gold-Silver Target in Argentina

Preview:This is a Crux Investor interview with Astra Exploration CEO Brian Miller about a recent $15M financing and the company’s La Manchuria gold-silver project in southern Argentina. Miller argues the raise validates the geological thesis and gives Astra room to drill aggressively over the next 12–18 months, with a near-term focus on testing a shallow bulk-tonnage footprint and a deeper high-grade feeder zone that could materially change the project’s scale.

Myriad Uranium (CSE:M) - From Historical Data to Drill-Confirmed Resource: The Phase 2 Plan

Preview:Thomas Lamb, CEO of Myriad Uranium, argues that Copper Mountain is transitioning from a historical-data story into a drill-confirmed resource story. He says phase 2 drilling will first twin and confirm known historical deposits, then test peripheral prospects and geophysical targets, with the goal of upgrading historical pounds into current 43-101 categories and expanding beyond them.

Mining Alpha with Michael Gentile - Junior Miners Repriced as M&A Sets New Gold Benchmarks

Preview:Michael Gentile argues that recent junior-gold M&A marks a real repricing of quality junior assets, especially where deposits are infrastructure-rich, near existing mills, and can be integrated with major operators. He frames the G Mining/G2 and Agnico/Rupert deals as early evidence that well-located ounces with synergies can command far higher per-ounce values than the broader junior market still implies.

Santacruz Silver Mining (TSXV:SCZ) - 'Undervalued?' Investment Series, with Arturo Préstamo

Preview:Arturo Préstamo, chairman and CEO of Santacruz Silver Mining, argues the stock is materially undervalued on current fundamentals rather than because of any single headline issue. He says the gap reflects temporary factors: a short trading history on NASDAQ, the pending Toronto Stock Exchange uplisting, the Bolivar dewatering recovery, and Bolivia’s evolving jurisdiction profile.

Titiminas Silver (TSXV:TITI) - Fast-Track Silver Restart with Major Growth

Preview:This interview is a presentation of Titiminas Silver’s plan to restart and fast-track a high-grade polymetallic silver mine in Peru. CEO Luis Goyzueta argues the project is de-risked by past production, existing social license, proximity to infrastructure, and extensive historical work, and says the company will re-drill the historical resource, complete metallurgy and engineering, then move toward a PEA and FID over the next 18 months. He also says the company wants silver to remain at least 50% of revenue and is already thinking beyond this asset via M&A and a possible northern molybdenum asset.

Newfoundland is becoming Canada's Next Giant Gold District

Preview:This interview is a bullish case for Newfoundland as an emerging mining jurisdiction, using two companies as examples: New Found Gold in gold and Firefly Metals in copper-gold. The speakers argue that Newfoundland offers unusually fast permitting, supportive government/community relations, available skilled labor, and existing infrastructure that materially lowers time, capital intensity, and execution risk versus many other mining regions.

Mont Royal Resources (ASX:MRZ) - Ashram PEA Nears as Capex Slashed 50% and Fluorspar Upside Emerges

Preview:Mont Royal Resources says the Ashram PEA is close to completion and will show a materially lower-capex, more financeable project. The company’s main added angle is fluorspar: it argues fluorspar is already part of the resource, can be recovered from the tailings stream, and could create an extra revenue stream even though rare earths remain the core driver. Management also emphasizes a simpler southern logistics route, offsite hydromet at Saguenay, and a move toward a pre-feasibility study within the next year.

Abitibi Metals (CSE:AMQ) - Discovery Silver Deal and 80,000m Drill Program

Preview:Abitibi Metals CEO John Deloo says the Discovery Silver 9.9% investment is a validation of B26’s scale, growth potential, and development optionality. He argues the company is now better funded, better partnered, and set up to drill aggressively while advancing an updated resource and a PEA.

GR Silver Mining (TSXV:GRSL) - Drilling and Pilot Plant Strategy Support Growth

Preview:GR Silver Mining’s interim CEO Eric Zoner says the company is focused on expanding the San Marcial resource and advancing Plomosas toward a lower-capex, earlier-cash-flow pathway. He highlighted early drill results from a 20,000 m program, emphasized that mineralization appears continuous and still open at depth, and pointed to a planned bulk-sample / pilot plant study as a key catalyst for permitting and valuation.

Nordic Resources (ASX:NNL) - Infrastructure-Backed Gold Growth in Finland

Preview:Robert Ricken, CEO of Nordic Resources, argues that the company’s Finland gold projects are more valuable than the market is giving them credit for because they combine near-surface ounces, growth potential, and unusual infrastructure optionality. He frames the recent Agnico Eagle-Rupert/Orion consolidation as proof that district-scale gold assets in tier-one Finland can command major premiums, and says Nordic’s Copsa project could become a similar strategic asset if drilling keeps expanding the resource.

Kodiak Copper (TSXV:KDK) - Proposed Alliance with Teck to Launch New US Copper Explorer

Preview:Kodiak Copper’s CEO Claudia Tornquist and founder/chairman Chris Taylor discuss a proposed transaction to spin out a new US copper explorer, K Copper, combining Kodiak’s Mojave project in Arizona with Teck’s Copper Hill project. The pitch is that both assets are underappreciated dormant porphyry systems in a strong US domestic copper market, with Teck taking a large equity stake, off-take rights, and the new vehicle starting with roughly $5 million and near-term drill targets.

ATHA Energy (TSXV:SASK) - $63M Funded Explorer Scales Up 2026 Drill Program

Preview:This is a bullish interview on ATHA Energy’s 2026 uranium drill program at the Angilak basin. The CEO argues the company has moved past basic discovery risk after multiple successful drilling seasons, has strong balance sheet support after a total $63 million raised, and is now stepping up from two drills to three to test continuity and resource growth across multiple mineralized corridors.

Axo Metals (TSXV:AXO) - Brownfield Gold Restart: Well Funded with Major Upside

Preview:This is an interview with Axo Metals CEO John Eaglo about the company’s recently acquired San Antonio brownfield gold project in Sonora, Mexico. His core message is that San Antonio is a de-risked restart with existing infrastructure, low capex, and a clear path toward permitting, construction, and eventual cash flow, while La Huerta remains the exploration upside.

Ur-Energy (AMEX:URG) - One of Few U.S. Uranium Producers Scaling Up

Preview:Matthew Gilli says Ur-Energy has just crossed a major operational milestone at Shirley Basin, which he frames as the second step in a U.S.-focused growth plan built around ISR uranium mining in Wyoming. He argues the company is now one of the few meaningful U.S. producers, with scaling production, licensing, and hub-and-spoke processing creating leverage to higher margins and greater strategic relevance.

Nickel Enters a New Era as Indonesia Tightens Supply and Prices Surge

Preview:The discussion argues that nickel has moved into a structurally tighter regime, driven mainly by Indonesia’s quota controls, declining inventories, higher ore and sulfur costs, and firmer stainless/NPI pricing. The speaker says this is not just a temporary squeeze but the start of a “new normal” in which Indonesia can actively manage supply and keep prices in a roughly $20,000-$21,000/t band, with upside if the Strait of Hormuz disruption persists.

Omai Gold Mines (TSXV:OMG) - 8Moz Gold Project Advancing Rapidly

Preview:Elaine Nellingham, CEO of Omai Gold Mines, says the company’s 8Moz gold resource in Guyana is advancing quickly toward a PEA and then feasibility, with a large drill program focused on converting inferred ounces to indicated and tightening the mine plan. The interview emphasizes strong grades, a compact deposit geometry, improving infrastructure in Guyana, and a path to de-risking through metallurgy, pit design, and permitting.

Group Eleven Resources (TSXV:ZNG) - $18M Funds 70,000m Drill Program

Preview:This interview is about Group Eleven Resources’ Ballywire discovery in Ireland and the company’s pitch that it is evolving from a zinc-lead-silver discovery into a larger polymetallic system with copper-silver roots. The CEO says the recent financing lifted the drill budget to roughly 70,000 meters, which should let the company test multiple gravity targets, parallel trends, and deeper copper zones over the next 12 months to two years.

The Uranium Illusion: Why Official Forecasts Hide a Looming Supply Squeeze

Preview:This interview argues that the uranium market’s real supply-demand pinch is nearer than official forecasts imply, but the timing is obscured by bad framing, opaque inventories, and delayed market recognition. The speaker’s core message is that investors should stop treating uranium as a simple “hockey stick” story and instead watch a sequence of confirming signals: sustained term-price strength, falling inventories, and repeated project delays into 2027 and beyond.

Camino Minerals (TSXV:COR) - Chile Copper Project Targets Mid-2026 Construction Start

Preview:This interview frames Camino Minerals as transitioning from explorer to near-term copper producer, with its Chilean Puquios project moving toward construction once project finance closes. The speaker says the financing process is advanced with a Japanese lender, permits are in place, detailed engineering is underway, and first construction could begin as early as July 2026.

White Gold (TSXV:WGO) - Largest Drill Program Commencing on Highest-Grade Gold Resource in Yukon

Preview:White Gold Corp President Donovan Pollitt discusses the company's upcoming 2025 exploration program — the largest ever at ~20,000m of drilling — on its 3Moz at 1.4 g/t gold resource in the Yukon. A PEA is due by end of Q2 2025. With gold near $5,000/oz, improved market conditions, Agnico Eagle as a 19% shareholder, and ~$20M in the treasury, Pollitt argues the company has multiple value-creation levers. He emphasizes capital discipline, tight share structure, and the district's improving perception following Fuerte's acquisition of the Coffee project.

Tudor Gold (TSXV:TUD) - 'Undervalued?' Investment Series, with Joseph Ovsenek

Preview:Joseph Ovsenek, CEO of Tudor Gold, argues the market is undervaluing Tudor because it is ignoring the scale and grade of Treaty Creek, the potential to resolve the Seabridge tunnel conflict, and several near-term catalysts. He repeatedly frames the stock as a comparison case versus peers like Seabridge, Freegold, Banyan, and International Tower Hill, saying Tudor’s market cap does not reflect its ounces, higher-grade core, or mine-building track record.

P2 Gold (TSXV:PGLD) - 'Undervalued?' Investment Series, with Joseph Ovsenek

Preview:Joseph Ovsenek, CEO of P2 Gold, argues P2 is materially undervalued versus Western U.S. gold developers because Gabbs combines a robust gold-copper resource, strong projected economics, no royalty burden, and a near-term path to feasibility and production. He repeatedly frames the current market cap as too low relative to peers such as Roxgold, US Gold, Liberty Gold, and Dakota Gold, and says upcoming drilling, resource growth, feasibility work, and permitting are the key catalysts.

Highland Copper (TSXV:HI) - $850M NPV Project Nears Build Decision

Preview:This is a bullish but execution-focused interview with Highland Copper CEO Dario Shea. He argues Copperwood is now moving from geology/de-risking into a financing-and-build story: the project is fully permitted, engineering is advancing to 40%, a non-binding U.S. Export-Import Bank LOI could become a binding debt package, and Copper price upside materially improves project economics. The main tension is that the market still seems to treat it like an early-stage developer rather than a near-build asset.

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

Preview:Mark Mihalj, CEO of Eagle Nuclear Energy (NASDAQ: NUCL), pitches the company as a fully funded uranium developer with the largest minable measured-and-indicated uranium resource in the U.S. and an adjacent, early-stage SMR technology effort. The interview centers on the Aurora asset in southeastern Oregon, the upcoming summer drill program, and how that work will feed a PFS by end-2027.

K2 Gold (TSXV:KTO) - Fully Permitted, C$25M Funded, and Ready to Drill

Preview:K2 Gold’s CEO Anthony Margarith says the company has cleared a major permitting hurdle at Mojave, is fully funded, and is about to begin a new drill campaign across several gold and copper targets. He argues the project is broader than a single high-grade hole: the East Side trend appears to be a 500-meter-wide, oxide, structurally controlled system with multiple stacked structures and additional untested targets nearby.

Northisle Copper & Gold (TSXV:NCX) - 'Undervalued?' Investment Series, with Sam Lee

Preview:Sam Lee argues NorthIsle Copper & Gold is both a de-risking value story and a district-scale growth call option. He says the market has already re-rated the company to a reasonable NAV band after BC government priority status, a $150M financing, and stronger execution, while new discoveries, better metallurgy, and faster permitting could still expand the project’s value materially.

American Uranium (ASX:AMU) - Strategic US Asset Hits 9.45M lbs with Q3 Study Catalyst

Preview:Bruce Lane, CEO and Executive Director of American Uranium, says Lo Herma in Wyoming’s Powder River Basin is being advanced toward a Q3 scoping study after a resource update lifted the project to 9.45 million pounds at 43% indicated and improved grade to 720 ppm. The core message is that the asset is being de-risked toward a standalone, financeable ISR project in a US uranium market that he thinks increasingly favors near-development pounds over purely speculative resources.

Cartier Resources (TSXV:ECR) - 'Undervalued?' Investment Series, with Philippe Cloutier

Preview:Philippe Cloutier, CEO of Cartier Resources, argues the company is not simply an “undervalued” Abitibi junior but an under-recognized camp-scale gold story along a highly productive stretch of the Cadillac fault. He says Cartier’s land consolidation, large historical database, multiple mineralization styles, and proximity to infrastructure and mills create optionality for exploration, development, toll milling, or M&A. Near term, he points to continued drill results, an updated scoping/PEA framework using a modern gold price, and strategic readiness as the key catalysts.

Krakatoa Resources (ASX:KTA) - 'Undervalued?' Investment Series, with Mark Major

Preview:Mark Major, CEO of Krakatoa Resources, argues the market is still pricing the company as a speculative explorer even though drilling last year validated the high-grade Sepitau antimony-gold system in Georgia and the project is moving toward development. He says the main near-term work is converting historical Soviet-era data into a JORC resource, completing underground drilling and development, and advancing a staged mine plan that could start with lump ore antimony production before moving to processing and then gold.

Pacific Ridge Exploration (TSXV:PEX) - 2026 Drilling Campaign Eyes 500 Mt Resource Expansion

Preview:Pacific Ridge CEO Blaine Monahan argues the company is trying to build a large enough copper-gold resource in British Columbia to attract M&A, with Clio already at 334 million tons at 0.33% copper equivalent and room to grow toward 500 million tons or more. He says the 2026 plan splits between resource expansion at Clio and testing untested porphyry targets at both Clio and RDP, with the thesis that new discoveries could improve both tonnage and grade.

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

Preview:Oliver Turner says Americas Gold & Silver spent 2025 diagnosing operational problems, redesigning the growth plan, and is now in execution mode for 2026. His core pitch is that Galena has become a higher-confidence, higher-grade, longer-life silver asset, and that productivity gains, shaft upgrades, longhole stoping, and the Crescent acquisition should materially lower costs and lift throughput; he also argues the antimony JV could add meaningful margin expansion that the market is underappreciating.

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

Preview:A conversation between Crux Investor's Matthew Gordon and Purepoint Uranium CEO Chris Berry about the uranium exploration space. Berry argues that exploration is fundamentally a game of patience and time — deposits take decades to find, and most junior companies won't survive long enough. He advises investors to back teams with proven geological expertise, strategic partner backing (like Cameco/Orano), methodical approaches, and assets near known uranium. He believes the uranium market is poised to surge in 6-8 months on structural supply deficits and won't come back down. The discussion emphasizes de-risking entry points, avoiding "first dollar in" risk, and the importance of capital discipline.

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

Preview:This is an interview with Trillion Energy president Scott Lauer about the company’s pivot away from its troubled offshore SASB project and toward a newly identified onshore oil opportunity in southeast Turkey. Lauer argues the new block is operationally cleaner, better aligned with partners, and potentially much faster to monetize, with a recent independent resource report estimating 27 million barrels net to Turkey and 80% chance of commerciality.

Bayan Mining and Minerals (ASX:BMM) - Fully Funded US Rare Earth Play Preps for 2026 Drilling

Preview:This interview presents Bayan Mining and Minerals as a US-focused rare earth explorer with a near-term drill catalyst at Desert Star, backed by surface samples, geophysics, and a geology team that believes the project could resemble Mountain Pass. The guest also pitches a second leg in gold-silver at Banyan Springs and a technology/IP angle tied to Colorado School of Mines, but the immediate emphasis is on a June RC drill program and July/August assays.

Super Copper (CSE:CUPR) - Recently Funded Copper Explorer Prepares Atacama Drill Run

Preview:This is an interview with Super Copper founder/CEO Zac Duleski about the company’s Atacama copper exploration story. His core pitch is that the northern Cordillera project has a large, shallow, chargeability-driven copper target with historic drilling, surface samples, and magnetics all lining up, and the company is now funded to drill it soon. He also says the southern Castilla project may add a second IOCG-style shot on goal.

New Found Gold (TSXV:NFG) - $205M Package Funds Queensway to Production

Preview:New Found Gold CEO Keith Boyle discusses the company's $205M financing package — a combination of US$75M debt and C$130M in equity (priced at market, no discount) — that replaces a prior US$75M debt term sheet. The package fully funds Queensway's Phase I development (PEA capex of C$155M plus overrun buffer) targeting first production by end-2027. Boyle emphasizes the financing was opportunistic, driven by inbound institutional interest, and does not change the timeline or strategy. Hammerdown is ramping toward commercial production in H2 2025, generating cash flow ahead of Queensway. Key catalysts: environmental assessment submission imminently, Pine Cove mill expansion permits within ~6 weeks, construction start this summer, and a stated path to a re-rate as the company transitions from explorer to producer.

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

Preview:Mike Henry argues Indonesia’s new nickel pricing formula is a major structural win for nickel prices and for a small set of advanced projects outside Indonesia. He says the policy effectively raises the floor for ore and nickel prices, squeezes marginal producers, and should support a move toward $20,000/ton over the next month or so.

US Gold Corp (NASDAQ:USAU) – $1.4B NPV at Spot, Fully Permitted, Major Upside

Preview:Luke Norman, chairman of US Gold Corp, argues the company’s CK Gold project in Wyoming is substantially undervalued after its new DFS: after-tax NPV rises to about $635M at the base case and he says it could reach $1.4B at $4,500 gold. He emphasizes the project is fully permitted, relatively simple to build, and has additional upside from better recoveries, tailings gold, and monetizing waste rock/aggregate.

Santacruz Silver Mining (TSXV:SCZ) - Record Results and 2026 Growth Outlook

Preview:Arturo Prestamo, executive chairman and CEO of Santacruz Silver, said 2025 was a record year with revenue of $326 million, EBITDA of $104 million, and about $70 million of cash. He framed 2026 as a growth year driven by Bolivar dewatering, improving recoveries at Zimapan, and a small contribution from Caballo Blanco and Soracaya, while keeping a conservative balance-sheet approach and preserving optionality for buybacks, TSX graduation, and selective M&A.

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

Preview:Dan Sutton, CEO and co-founder of Syntholene Energy, argues the company is commercializing a synthetic-fuel process that can eventually produce drop-in sustainable aviation fuel at fossil-fuel-competitive cost. The key claim is that the company’s lab-proven integration of electrolysis, captured CO2, and thermal inputs from geothermal or nuclear can be scaled from a small Iceland demo plant into commercial synthetic SAF, with economics driven mainly by lower hydrogen cost and modular replication.

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

Preview:Darren Campbell, CEO of Namibia Critical Metals, argues that the Lofdal heavy rare earth project is unusually de-risked, permitted, and strategically important because it sits outside China and has Japanese backing through JOGMEC and Toyota Tsusho. He says the project is already benefiting from bifurcated heavy rare earth pricing, especially for dysprosium, terbium, and yttrium, and that current contracted prices are already stronger than the PFS assumptions. The near-term focus is DFS work, additional drilling, metallurgy optimization, and preparing for an FID path in 2027.

Golden Cross Resources (TSXV:AUX) - Systematic Approach to High-Grade Gold Discovery

Preview:This is a company-focused interview about Golden Cross Resources’ Aurora/Welcome gold targets in Eastern Victoria. The guest, Ian Neilson, argues the latest four-hole program is encouraging because it is starting to validate a structural model built from mapping, underground access, historical workings, geochemistry, geophysics, and lidar, with the aim of de-risking future drilling and finding higher-grade shoots sooner and shallower.

Amex Exploration (TSXV:AMX) - Quebec Gold Project Posts Standout Feasibility Results

Preview:Victor Cantore, CEO of Amex Exploration, says the company’s new feasibility study on its Quebec gold project is “spectacular,” with high IRRs, fast payback, and low AISC, driven by a phased development plan that starts with a bulk sample and moves into phase-one production. The interview emphasizes that the first five years are intentionally designed to pull cash flow forward, reduce financing risk, and speed up production versus a full-build approach.

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

Preview:G Mining Ventures says its acquisition of G2 Goldfields is meant to create a single, highly synergetic Guyana gold hub rather than a distant bolt-on. Management argues the deposits are effectively part of the same ore body, so the combination should unlock infrastructure, permitting, and operating synergies while supporting a larger integrated mine plan that could reach 500 koz/year or more.

Power Metallic (TSXV:PNPN) - 'Undervalued?' Investment Series, with Terry Lynch

Preview:Terry Lynch, CEO of Power Metallic, argues the company is deeply undervalued because Nisk is a rare, ultra-high-grade copper-PGE-nickel discovery in Quebec with strong metallurgy, expanding land position, and multiple near-term catalysts. He says the market has ignored the improvement in the asset and commodity backdrop, so the company is accelerating its PEA, resource update, and broader listing strategy to force a re-rating.

Formation Metals (CSE:FOMO) - 30,000m Drill Program Targets 2Moz+ Resource

Preview:Formation Metals CEO Deepak Varshney argues the N2 gold project in Quebec’s Abitibi is materially undervalued because the market is still treating it like an old historical resource rather than a de-risked, shallow open-pit asset with expanding continuity. He says the company is fully funded for 30,000m of drilling, expects a maiden resource in Q3, and believes the story can re-rate as results confirm that the historic 870,000 oz base could grow toward 2Moz+ and potentially beyond.

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

Preview:Nolan Peterson argues Atlas Salt is materially undervalued because the Great Atlantic Salt Project is already de-risked on the geology/metallurgy/permitting side but still priced like a generic mining project. He frames salt more like a long-life infrastructure or annuity asset than a typical volatile mine, and says the main work now is educating the market, securing financing, and advancing construction.

Central Asia Metals (LSE:CAML) - Beats Cash Forecasts, Pays Dividends

Preview:Crux Investor interviews Gavin Ferrar, CEO of Central Asia Metals, about a year of strong cash generation, a 7% dividend yield, and the company’s two core mines plus exploration and M&A plans. The tone is constructive but cautious: Kazakhstan remains the cash engine, Sasa is a turnaround story, and the company is using its balance sheet and dividends as both shareholder returns and a signal of M&A optionality.

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

Preview:Peter Seka says Canyon Resources is close to first production at its Minim Martap bauxite project in Cameroon, with trial mining due in the next few weeks and first shipment targeted for late September or early October. He frames the story as a logistics-and-execution build rather than a classic mining story, with the key upside coming from premium 51% alumina / 2% silica material and a rail/port system that is being expanded toward much larger volumes.

Banyan Gold (TSXV:BYN) - 'Undervalued?' Investment Series, with Tara Christie

Preview:Tara Christie, CEO of Banyan Gold, presents the investment case arguing the company is significantly undervalued relative to peers. She attributes the discount to a cleared legacy overhang from Victoria Gold's receivership, lingering low-grade perception, and Yukon jurisdiction concerns. Key catalysts: a Q2 2026 resource update, a maiden PEA in H2, an active 50,000m drill program, and Franco-Nevada's $52.2M royalty purchase validating the project's value.

ICG Silver & Gold (CSE:ICG) - Newly Listed District-Scale Play, Fully Funded for Drilling

Preview:ICG Silver & Gold (CSE:ICG) CEO Steven Sarvabian presents the newly listed company as a spinout from American Pacific Mining, holding a 10,000-acre consolidated land package in Nevada's Tuscarora district at the intersection of the Independence and Carlin Trends. The company is fully funded for a 3,000–6,000m Phase 1 RC drill program starting June 2026, targeting both known zones (South Navajo, Modoc) and blue-sky targets (East Pediment, Grand Prize, King's Vein). The thesis rests on two overlapping epithermal systems — gold-dominant and silver-dominant — that the speaker argues have been overlooked as a combined district-scale opportunity. Rock samples up to ~38,000 g/t silver and past intercepts of ~4m at 127 g/t gold support the exploration case, but the project remains pre-resource with substantial metallurgical and continuity questions unanswered.

Precipitate Gold (TSXV:PRG) - 'Undervalued?' Investment Series, with Jeff Wilson

Preview:Jeff Wilson, CEO of Precipitate Gold (TSXV:PRG), presents his company as an undervalued junior explorer in the Dominican Republic. With ~$9M in working capital after a $6.5M raise led by Dominican institutional investors, the company plans up to 10,000m of discovery drilling in 2026 across its two flagship projects — Wanda Herrera (adjacent to GoldQuest's 3.5M oz Romero deposit) and Pueblo Grande (adjacent to Barrick's Pueblo Viejo mine). Wilson argues PRG is poised at the same inflection point GoldQuest was in 2012 before its 100x re-rating, but in a now-improved jurisdiction and stronger gold market. The core thesis hinges on geophysical chargeability analogs and surface geochemistry that mirror known neighboring deposits.

ATEX Resources (TSXV:ATX) – 2 Billion Ton Copper With Near-Term Development

Preview:ATEX Resources interim CEO Chris Beer presents the Valeriano copper-gold project in Chile: a 2-billion-ton porphyry system at ~0.85% CuEq with a high-grade breccia cap (~50Mt at 1.5%+ CuEq) sitting above it. The company has ~$150M cash, runs 5-6 rigs on a 30,000m Phase 6 drill program, and is expanding the B2B breccia laterally while testing multiple nearby porphyry targets. Agnico Eagle holds ~15%. Strategy is discovery-driven — finding the "next Valeriano" — with 2.5-3 years of funded drilling, leaving development to a future partner or acquirer.

Founders Metals (TSXV:FDR) - Suriname's Next Major Gold Camp?

Preview:Colin Padet, CEO of Founders Metals (TSXV:FDR), presents the Antino gold project in Suriname — a 100,000+ hectare land package on the Guiana Shield. The company has made five new discoveries in 18 months beyond the flagship Upper Antino high-grade shear-hosted deposit (~15m of 30 g/t range). A 70,000m drill program is underway, split 50/50 between advancing known targets and grassroots exploration. The register includes BlackRock, Dynamic Funds/1832, and a strategic investment from Gold Fields. Management holds ~7.5%. Padet emphasizes discovery-driven value creation over rushing to a resource, though infill drilling toward a maiden resource is progressing in parallel with environmental and metallurgical work. He frames Antino as a district-scale gold camp with both high-grade underground and bulk-tonnage open-pit potential.

West Wits Mining (ASX:WWI) - Delivers First Gold and Sets Course on Expansion Pathway

Preview:Interview with West Wits Mining (ASX:WWI) MD/CEO Rudi Dussel discussing the company's transition to gold production at the Qala Shallows project in South Africa. The company recently poured first gold and is ramping toward a 70,000 oz/year steady state, with a longer-term expansion target of 200,000 oz/year. Key topics: toll treatment via Sibanye, diesel dependency vs. grid power timeline (Q4 2026), hydropower as a cost/carbon advantage, a A$33M unsolicited raise providing full funding through steady state, and better-than-DFS grades and recoveries observed in early mining.

ValOre Metals (TSXV:VO) - 'Undervalued?' Investment Series, with Nick Smart

Preview:Nick Smart, CEO of ValOre Metals, lays out the case that his company is undervalued relative to PGE developer peers. He highlights structural supply constraints (declining South African production, geopolitical concentration), recent metallurgical breakthroughs at Pedra Branca (70%+ recoveries via leaching), and a low-cost open-pit development path. The key catalyst is a PEA due by year-end 2026. He attributes the valuation gap to market unawareness and ValOre's historical uranium baggage, now shed.

Indonesian Nickel Cost Floor Has Risen by Nearly $5,000 Per Tonne But Prices Haven't Caught Up Yet

Preview:This is a nickel market update centered on rising Indonesian nickel costs, a firmer cost floor, and what that means for nickel prices and equities. Mark Soldi argues that war-driven energy, sulfur, coal, and ore input inflation has pushed the whole nickel chain up the cost curve even though headline nickel prices have not fully caught up, making the sector constructive into the rest of 2026.

Troilus Mining (TSX:TLG) - One of Canada’s Largest Mines Nearing Build Phase

Preview:Justin Reid, CEO of Troilus Gold (TSX:TLG), sits with Crux Investor to make the case that Troilus is rapidly approaching a full construction decision, likely by early 2027. The company has largely de-risked financing with $1B in debt backstopped by European export credit agencies, completed basic engineering with BBA, and is advancing permitting on a brownfield site in Quebec. Early-works are already underway — camp expansion, road relocation, mobile crushers for aggregate — while a 40,000m drill program targets grade optimization near existing reserves. Reid frames the recent gold pullback as healthy and emphasizes that at current prices the project's economics are "silly." The remaining catalysts are the stream/royalty piece, final detailed engineering, and the ultimate construction permit.

First Mining Gold (TSX:FF) - 'Undervalued?' Investment Series, with Dan Wilton

Preview:Dan Wilton, CEO of First Mining Gold, argues the company is deeply undervalued (~0.15x NAV) primarily due to historical permitting perception issues at its flagship Springpole project in Ontario. After an 8-year environmental assessment process, he expects key catalysts within "the next couple of months" that should close the valuation gap. He also discusses the geopolitical-driven gold selloff as a buying opportunity, and highlights the company's second major asset, Duparquet, as an underappreciated growth option. The interview covers the developer discount, M&A potential, project economics at various gold prices, and the structural case for gold.

Mining Alpha with Michael Gentile - $40T Debt, Negative Real Rates & Gold Volatility

Preview:Michael Gentile argues the pullback in gold and miners is a reset within an early-stage bull market, not the end of it. His core macro thesis is that high debt, rising deficits, war-driven fiscal strain, and likely Fed intervention will push real rates lower over time and support gold, gold equities, and hard assets.

Cabral Gold (TSXV:CBR) - 'Undervalued?' Investment Series, with Alan Carter

Preview:Interview with Cabral Gold CEO Alan Carter discussing the company's two-phase development strategy in northern Brazil. Phase one — a near-surface oxide heap-leach operation — is ~60% built, on budget and on schedule for commercial production in Q4 2026. The company just announced a C$20M bought-deal financing to accelerate exploration drilling, particularly at the high-grade Jerimum Sema discovery (9.5m at 87.4 g/t Au). Carter argues the company remains undervalued despite a ~200% share price run over the past 10 months, citing: the transition to junior producer status (trading below 7x cash flow multiples typical for junior producers), an outdated 2022 resource estimate of 1.2M oz that precedes 35,000m of drilling and four new discoveries, and the recently granted full mining license.

Ardea Resources (ASX:ARL) - A$1 Billion in Funding Support Before DFS Completion by June

Preview:Ardea Resources CEO Andrew Penkethman discusses the Kalgoorlie Nickel Project, highlighting ~A$1 billion in letters of support from Export Finance Australia (A$500M) and US EXIM Bank (US$350M/~A$500M) secured before DFS completion. The DFS is due June quarter 2026. Japanese JV partners Sumitomo and Mitsubishi hold 75% offtake. Penkethman frames this as an industry first — indicative ECA support pre-DFS — and argues the geopolitical alignment between Australia, Japan, and the US makes this the best time ever for the project. The 2023 PFS capex was A$3.1B and is expected to rise. He points to green shoots in nickel since December 2025, Indonesian supply risks, and contrarian cyclical positioning as the investment case.

Vista Gold (NYSE:VGZ) - 'Undervalued?' Investment Series, with Frederick H. Earnest

Preview:Vista Gold CEO Frederick H. Earnest argues Mount Todd is undervalued because the market still prices it like a legacy development problem, while the company has reworked it into a smaller, financeable gold project. He points to a 2025 feasibility study, a major capex cut to $425 million, and a clear list of near-term catalysts: permitting, financing, and team buildout.

Amex Exploration (TSXV:AMX) - 'Undervalued?' Investment Series, with Victor Cantore

Preview:Victor Cantore, CEO of Amex Exploration, argues AMX is materially undervalued versus peers because it combines high grade, existing infrastructure, and a phased path to production that reduces capex and execution risk. The near-term focus is the bulk sample permit and the start of test mining, which he says should generate cash and de-risk the project before phase one production in 2028.

Tier One Silver (TSXV:TSLV) - Extreme Silver Grades Drive Discovery Story

Preview:Peter Dembicki, President & CEO of Tier One Silver (TSXV:TSLV), presents the Curibaya silver project in southern Peru. The company has discovered exceptional surface silver grades (up to ~300,000 g/t) and gold (up to ~1 kg/t) across a 5 sq km footprint. Two phases of drilling (~6,200m total) suggest they are at the bottom of the precious metals window at surface, with the thesis that higher elevations to the north hold the intact mineralized zone. The project also shows signs of a potential porphyry copper system at depth. Key challenges: raising capital for more drilling, narrow vein widths (2-10m), and the need for volume to complement grade. The company sees another ~10,000m of drilling before a resource can be discussed. Dembicki frames silver price momentum as a tailwind but emphasizes geology will drive the story.

Greenheart Gold (TSXV:GHRT) - Multi-Asset Drill Program Drives Newsflow In 2026

Preview:Greenheart Gold (TSXV:GHRT) CEO Justin Vantor walks through the company's 2026 drill-heavy exploration strategy across Guyana and Surinam. With three projects advancing simultaneously — Murdom (RC drilling), EGAP (diamond drilling starting April), and Tulsa Creek (drilling later Q2) — and the early-stage Gold Hill in Guyana, the company aims to deliver meaningful drill intercepts throughout the year. Vantor emphasizes disciplined capital allocation, the team's Guiana Shield discovery track record (Reunion Gold), and the strategy of early-stage aggressive exploration with willingness to drop non-performing projects.

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

Preview:Atomic Eagle CEO Phil Hoskins argues Mantunga in Zambia is already technically de-risked, but too small to work economically at the prior plan, so the company’s main job is to grow the resource toward a larger production scale. He says the team has uranium experience, the asset has a feasibility-study baseline, and the 2026 drill program is meant to expand inferred pounds and improve future mine economics before an updated study later on.

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

Preview:Merlin Marr-Johnson and Matthew Gordon discuss uranium market dynamics in 2026. They retract a prior claim about physical uranium being lent/borrowed from Sprott and Cameco warehouses — the companies explicitly denied it. The core thesis: uranium producers have already rerated ahead of spot price, and capital is expected to flow next into developers then explorers. The structural supply deficit, country-level fuel security deals, and African supply tilting east toward China are key themes. The conversation emphasizes that retail investors receive "soft signals" and must do company-level due diligence rather than buying the sector blindly.

Hycroft Mining (NASDAQ:HYMC) - High Grade Silver Results Demonstrate Scale

Preview:Diane Garrett, CEO of Hycroft Mining (HYMC), explains how the company eliminated all debt, raised $200M in cash from institutional investors (now 85% ownership), and pivoted strategy to prioritize high-grade silver discoveries at Brimstone and Vortex. The focus is on expanding these high-grade systems through a ~24,000m drill program in 2026, with a goal of delivering a mine plan and PEA on the high-grade underground opportunity by early 2027. Garrett argues the high-grade silver component — previously unknown at Hycroft — is a "gamechanger" that transforms the asset from a low-grade, multi-decade bulk operation into a higher-margin starter mine that can capture today's elevated metals prices.

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

Preview:Colin Smith of Two Good Gold says Quinland in Newfoundland is a real but still early gold discovery: 30/30 holes hit the dyke, strike and down-dip extent expanded, and the system remains open. He argues the bigger near-term opportunity may be Table Mountain in Nevada, a very early-stage, apparently untouched alteration-cell target with surface gold and a path to Q3 drilling if mapping, soils, geophysics, and validation all line up.

Investigator Silver (ASX:IVR)- Australian Silver Developer Advances to Financing

Preview:Investigator Silver’s managing director Michael Wallace says the company is transitioning from study work to financing and execution at its Paris silver project in South Australia. The core pitch is that Paris is a simple, shallow, high-margin pure-play silver development with strong DFS economics, a large stockpile-enabled cash profile, and multiple near-term de-risking steps that should improve lender confidence and eventually close the valuation gap to project value.

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

Preview:Pacific Lime & Cement (ASX:PLA) founder and MD Paul Mulder makes the case that the company is deeply undervalued as a pure-play building materials company, not a junior resource stock. PLA is building PNG's first vertically integrated lime and cement facility, with first production targeted for February 2027. Key advantages include a coastal limestone resource 700m from a private wharf, 10-year tax-free SEZ status, no debt, government equity partnership, and a cornerstone offtake with Newmont. Mulder argues comparable Australian building materials firms trade at 11-15x EBITDA while PLA's market cap of ~A$250M sits at roughly 1x projected forward EBITDA.

Cassiar Gold (TSXV:GLDC) - 'Undervalued?' Investment Series, with Marco Roque

Preview:Marco Roque, CEO of Cassiar Gold (TSXV:GLDC), argues the company is materially undervalued at an ~C$80M market cap given its 2.3M oz near-surface gold resource, fully permitted mine and mill infrastructure, paved-road access, grid power, and high-grade vein optionality (10-20 g/t). He attributes the discount to low visibility, the market overlooking infrastructure value, and investors fixating on the inferred resource ratio. Key catalysts include upgrading inferred ounces, advancing the south high-grade veins toward near-term production (via DSO or mill restart), and continued resource expansion at Taurus and satellite targets like New Coast toward a 5M oz corporate objective.

Trifecta Gold (TSXV:TG) - Yukon Explorer Targets Multi-Million Oz Discovery in Proven Gold Belt

Preview:Trifecta Gold’s CEO Richard Drexler pitches the company as a Yukon exploration story aimed at finding a multi-million-ounce gold deposit in the Tombstone Belt. He argues the company is early in the value-creation curve, has strong insider/cornerstone alignment, and is now using drill results, geochemistry, and structural interpretation to vector into higher-grade parts of the system.

Marvel Biosciences (TSXV:MRVL) - Novel Treatment For Social Withdrawal Shows Rapid Results

Preview:Interview with Marvel Biosciences (TSXV:MRVL) CEO Rod Matheson and President/CSO Mark Williams discussing their lead compound MB204 — a novel treatment for social withdrawal in autism, depression, and Alzheimer's. The drug is based on an approved Parkinson's medication, has shown rapid behavioral reversal in animal models (within one hour of oral dosing), and is ready to enter Phase 1 trials in Australia. Management argues the company is undervalued at ~C$9M market cap versus comparable biotechs north of C$80M, and sees the pre-Phase-2 neuroscience window as a likely deal sweet spot for pharma partnerships or acquisition.

Gunnison Copper (TSX:GCU) - New PEA with 18-24 Month PFS Timeline

Preview:Gunnison Copper CEO Steven Tyold presents an updated PEA for the Gunnison open-pit copper project in Arizona, showing a ~$2B after-tax NPV at 8% discount — a $700M improvement over the prior PEA in ~12 months. Key drivers include adding the high-grade Strong & Harris satellite deposit (0.8% Cu), steepening pit-wall angles with new geotechnical data, incorporating an on-site acid plant for supply independence, and optical mineral sorting to upgrade head grade. Capex is ~$1.5B. The company plans to complete a PFS with full permits in 18–24 months and signals a likely M&A exit at that point, noting the stock trades at roughly one-third the valuation of Arizona peers.

Americas Gold & Silver (TSX:USA) - 'Undervalued?' Investment Series, with Oliver Turner

Preview:Oliver Turner argues Americas Gold & Silver is undervalued on both NAV and cash-flow metrics, with the stock trading below comparable silver producers despite a larger growth story. He says the company has stabilized operations at Galena, is investing in underground modernization, and has multiple catalysts from high-grade drilling, antimony monetization, and the Crescent acquisition.

Cabral Gold (TSXV:CBR) - 87 g/t Gold over 9.5m & Mining Permit Granted

Preview:Alan Carter, CEO of Cabral Gold, says the company is shifting from a long-dated exploration story to a two-stage district development plan in northern Brazil: a small, low-cost 3,000 tpd heap leach starter mine first, then a much larger hard-rock district operation funded by that cash flow. He highlights construction at 54% complete, a granted full mining license (LP), and a very high-grade drill hit at Jerimoon Sema as the main recent catalysts behind the share-price move.

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

Preview:Lafleur Minerals CEO Paul Ténière discusses the company's PEA for the Swanson gold deposit and the recommissioning of the Beacon Mill near Val-d'Or, Québec. The PEA uses a $2,750/oz gold base case, showing a $101M NPV and 65% IRR with AISC of $1,569/oz. The company aims to reach production by end-2026, initially via a bulk sample program, targeting ~30M CAD in initial capex. The long-term strategy is a hub-and-spoke model: bring Swanson into production, expand the mill from 750 to 1,250 tpd (and potentially 3,000-4,000 tpd), acquire additional projects, and pursue custom milling opportunities. Financing options under discussion include offtake, equity, and potential M&A.

Atlas Salt (TSXV:SALT) - Construction Begins at Great Atlantic Project

Preview:Nolan Peterson, CEO of Atlas Salt, says the Great Atlantic Salt Project has moved from permitting and feasibility into early construction, with financing now the key next step. He argues the project is advantaged by scale, approvals in hand, a stable de-icing salt market, and strong interest from lenders and strategic partners as salt shortages and winter conditions highlight demand.

Prince Silver Corp (CSE:PRNC) - Nevada Silver Explorer Targets 100M Oz Resource in Q3 - Q4 2026

Preview:Derek Iwanaka, new CEO of Prince Silver Corp (CSE:PRNC), discusses the company's Nevada silver project — a historic mine that produced from 1912–1949. The company is drilling below past workings and has unexpectedly hit gold. With $8M in the bank and 130 historical drill holes as a foundation, they're targeting a 100M oz silver-equivalent resource estimate by Q3–Q4 2026. Key risks include the challenging silver-manganese metallurgy and the need to verify historical data via twin drilling. The company trades at a sub-$40M market cap, which Iwanaka frames as a disconnect versus peers with similar resource sizes.

Globex Mining (TSX:GMX) - 107 Royalties with Multiple Projects Nearing Production

Preview:Globex Mining (TSX:GMX) president David Christie presents the company as a royalty generator with 270 mineral assets, ~107 royalties, and $40M+ in cash/investments. The thesis is a transition from project generator to meaningful royalty company, driven by multiple projects nearing production across gold, iron ore, manganese, antimony, and base metals. Key near-term catalysts include Bell Mountain gold (production late 2026/early 2027), Mount Sorcier iron ore (feasibility study summer 2026), and the O'Brien and Cartier Cadillac gold projects. The company generates ~$5M/year from option payments and advances, has never done a rollback or significant dilution, and retains optionality to be either an acquirer or an acquisition target.

Capitan Silver (TSXV:CAPT) - 60,000m Drilling to Prove Scale at Cruz de Plata

Preview:Capitan Silver CEO Alberto Rosco outlines the company's aggressive 2026 60,000m drill program at the Cruz de Plata project in Durango, Mexico. After a deliberate dormancy period, 2025 saw a pivotal financing from Jupiter Gold & Silver Fund at a 30% premium, a critical land consolidation from Fresnillo that tripled known high-grade silver strike from 7 km to over 21 km, and drill results confirming continuity plus new high-grade zones. Rosco frames the project as evolving from a silver vein → trend → full mineral system containing both silver and disseminated gold. The 2026 program aims to demonstrate scale with deeper drilling and geophysics, backed by a mine-building team that previously delivered three mines on time and on budget at Argonaut Gold.

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

Preview:Mogotes Metals CEO Alan Sabat discusses the company's copper-gold exploration at the Filo Sur project in the Vicuña district (Argentina-Chile), adjacent to the giant Filo del Sol deposit. With ~C$55M in cash, three rigs turning (targeting 6,000-8,000m this season, results May-June 2026), and two major strategic investors onboard (Bronfman family/CD Capital), the company is fully funded for its maiden drill campaign. Sabat also reveals a newly optioned advanced copper-gold asset in Kazakhstan as a year-round complement, with a mining license application planned within six months.

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

Preview:Jean Paul Stos, CEO of Chesapeake Gold, argues the company has two main value drivers: its massive Matates gold-silver deposit in Mexico and a proprietary oxidation/leach technology that can make refractory material economically recoverable. The interview focuses on how recent metallurgical improvements and third-party validation could de-risk Matates, lower capex versus the old autoclave plan, and create licensing/royalty upside from other projects using the same process.

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

Preview:Cobra Resources (LSE:COBR) MD Robert Vero reports first batch of Manna Hill copper project drill results: 74m at >1% Cu + 0.25 g/t Au and 84m at 0.6% Cu + 0.14 g/t Au, both near surface. Vero frames these as validating a porphyry-skarn system with ~70m inferred true width, standalone molybdenum intercepts (10-12m at 0.1% Mo) as fertility indicators, and district-scale multi-million-tonne copper potential across multiple untested targets. Rare earths update is brief — optimized flowsheet, resource drilling imminent at Boland.

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

Preview:Max Porterfield, President & CEO of Visionary Copper and Gold (TSXV:VCG), outlines the company's strategy at the Point Leamington VMS deposit in Newfoundland — a 20M-ton polymetallic resource (Au, Cu, Zn, Ag) that hasn't seen exploration since 2004. Phase 1 drilling has confirmed a new copper-rich footwall zone ("Kraken") with a 76m intercept at ~0.45% Cu, and extended the strike to over 1 km. The plan is to upgrade the resource and deliver a PEA in 2026. The interview also covers the company's broader portfolio, including the Pine Bay project in Manitoba, and the favorable macro backdrop for gold and copper.

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

Preview:Dr. Rebecca Hunter, CEO of Geiger Energy (TSXV:BEEP), lays out the company's strategy to make a district-scale, first-mover uranium discovery in Nunavut's Thelon Basin. With ~C$7M in the bank, the company is drilling two rigs at the Hook project in Saskatchewan (seeking additional pounds near known mineralization) and plans a 10,000m summer program at the flagship Aberdeen project, following up the Loki target where intense bleaching and uranium at the unconformity were identified. Hunter emphasizes her long tenure in the Thelon, the need for geological experience in uranium exploration, and the challenge of funding high-risk, high-reward basin exploration when majors remain risk-averse.

Astra Exploration (TSXV:ASTR) - 7,500m Drilled & Third Exploration Program to Commence

Preview:Astra Exploration CEO Brian Miller discusses the company's drilling progress at the La Manur project in Argentina (Santa Cruz), a low-sulfidation epithermal gold-silver system. The company has completed 7,500m of drilling across two programs, with 12 more hole results pending. A third 5,000m program is set to begin in about a month, funded by ~$4M remaining cash. Miller highlights high-grade near-surface discoveries, a two-part deposit model (high-grade feeder system + expanding disseminated bulk tonnage), and a favorable operating environment under Argentina's Milei administration. Two Chilean projects (Pampa Paciencia and a Maricunga-belt target) are on the back burner but retain strategic optionality. The interview covers investor reception at PDAC 2026, the team's local expertise, and the plan to raise additional capital later in the year to accelerate drilling.

ValOre Metals (TSXV:VO) - PGE Developer With Novel Process, Exclusive IP, Clear Path to PEA

Preview:ValOre Metals CEO Nick Smart outlines the path to a Preliminary Economic Assessment (PEA) for the Pedra Branca PGE project in Brazil by end of 2026. The 2.2Moz inferred resource (60% palladium, 40% platinum) is a near-surface deposit with weathered and fresh ore zones. A novel bio-leaching process developed jointly with University of Cape Town targets the weathered material with high recoveries (~high 70s%) at low cost, while the fresh ore uses conventional flotation. ValOre holds exclusive global IP rights. The company is also spinning out legacy uranium assets to Future Fuels and actively evaluating additional Brazilian opportunities.

i-80 Gold (TSX:IAU) - Capital Raised, Construction Underway to Gold Production by 2027

Preview:i-80 Gold COO Paul Chron provides an update on the company's fully-funded development plan following a major capital raise. The Lone Tree autoclave refurbishment (Capex ~$430M) is now under full construction with Hatch Engineering, targeting first gold pour by end-December 2027 and ramp-up in Q1 2028. An $80M drilling program is underway across Ruby, Mineral Point, and Granite Creek to convert resources and accelerate permitting. The company aims to reach 500-600k oz/year production across its Nevada assets, positioning as a mid-tier producer.

Alkane Resources (ASX:ALK) - Record Quarterly Cashflow with Multiple Growth Pathways

Preview:Crux Investor interviews Alkane Resources CEO Nick — about M&A, cash generation, and the company’s next growth leg. The core message is that Alkane has moved from a risky small-cap story to a cash-generating producer with multiple options: organic mine-life extension, disciplined M&A, and the long-dated Boda-Kaiser project.

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

Preview:Amex Exploration CEO Victor Cantore outlines the company's accelerated path toward gold production at its high-grade Quebec project. With a bulk sample permit expected in March 2026, Amex is targeting Q3 2027 for first gold output (20-23k oz), followed by Phase 1 commercial production in 2028 at 100k+ oz/year at ~$1,165/oz AISC. The company holds ~$30M in cash, recently raised $37.4M, and estimates $40M for the bulk sample. Cantore also highlights exploration upside in Ontario, where an agreement with First Nations was just signed, and signals openness to M&A while emphasizing shareholder value maximization.

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

Preview:Kuya Silver CEO David Stein discusses the company's transition from exploration to production at the Bethnia silver mine in Peru. The key catalyst is the acquisition of the Camila mill (closing March 2026), which eliminates toll-milling fees and gives operational control. With ~$27M in cash and a burn rate approaching zero, the company is fully funded to ramp production toward 350 tpd, expand exploration across six identified vein systems, and target a 100Moz silver resource within 3 years. Stein sees a potential rerating once profitable quarters are reported in the next 1-2 quarters.

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

Preview:Pascal Hamlin, President & CEO of Abcourt Mines (TSXV:ABI), discusses the company's transition to gold production at the 100%-owned Sleeping Giant mine and mill in Quebec. After starting production in August 2025 and posting a profitable Q4 2025 (~835 oz), the company is scaling throughput from ~3,000 tons/month toward 10,000 tons/month. A sleep camp expansion (phases 1-3) and miner training program are the operational backbone. A $30M loan from Glencore refinanced higher-cost debt at ~7% interest and provides a gold/silver offtake partner with right of first participation on future funding. Hamlin targets 30,000 oz/year ("phase one") by late-2026/early-2027, with an ultimate goal of 50,000+ oz/year via 800 tons/day mill throughput. The company also holds 14 other properties with base metal potential (zinc, copper, cobalt) in historical tailings and deposits.

Purepoint Uranium (TSXV:PTU) - Joint Venture Strategy Drives Saskatchewan Exploration

Preview:Interview with Purepoint Uranium CEO Chris Rostad at PDAC 2026. Rostad explains Purepoint's joint venture model — partnering with Cameco, Orano, and IsoEnergy to explore Saskatchewan's Athabasca Basin while earning operator fees. Key discussion points: western utilities' slow contracting vs. eastern activity, concerns about physical uranium inventory lending, the company's 2026 drilling plans at the Dorado/IsoEnergy project and Hook Lake, and the thesis that uranium is no longer a cycle but a secular "get-rich-slow" story. Rostad emphasizes systematic exploration over headline-chasing and signals growing urgency from major partners.

Energy Fuels Inc. (NYSE:UUUU) - From Uranium Producer to Rare Earth Powerhouse

Preview:Mark Chalmers, CEO of Energy Fuels (NYSE:UUUU), discusses the company's evolution from a uranium producer into an integrated critical minerals hub spanning uranium, rare earths (light and heavy), and heavy mineral sands. The company now commands a ~$5B market cap and is targeting $10B+. Key developments include a pending final investment decision on the Donald project in Australia, Phase 2 plant expansion toward Lynas-scale rare earth oxide production, and a scheme of arrangement with ASM to reach alloys. Chalmers highlights strong capital access (including a Goldman Sachs convertible note at 0.75%), ~$1B in deployable capital, potential government support, and a CEO succession plan where Ross Papu takes over April 15th with Chalmers staying as a consultant.

Carolina Rush (TSXV:RUSH) - Testing Deep Porphyry Potential in America's First Gold District

Preview:Leighton Croft, CEO of Carolina Rush (TSXV:RUSH), outlines the company's exploration of the past-producing Brewer gold mine in South Carolina. The thesis is a two-pronged opportunity: a near-surface oxide gold resource (0.5Moz maiden, with potential to 1-2Moz) and a deeper copper-gold porphyry target being tested via an earn-in JV with OceanaGold. The first three deep drill holes are underway; assay results are pending. Croft frames the southeastern US as underexplored, with the company holding a proprietary regional database that could support a project-generator model if Brewer is derisked.

Metallium Ltd. (ASX:MTM) - Turning E-Waste Into Nr Term Cash Flowing Gold-Equivalent Ounces

Preview:Michael Walsh, CEO of Metallium, argues the company is moving from technology development into a commercial scale-up story centered on e-waste and critical-metals recovery. The near-term focus is commissioning the Houston demo plant, locking in PCB feedstock and offtake agreements, and proving margins and scale; longer term, he frames Metallium as a U.S.-aligned processor for gold, copper, tin, gallium, germanium, and rare earths with possible NASDAQ listing upside.

Summit Royalties (TSXV:SUM) - New Royalty Player Fills Sub-$1B Market Gap with Accretive M&A

Preview:Summit Royalties’ CEO Drew Clark pitches the company as a fast-built, cash-flow-positive precious-metals royalty platform that has assembled 47 assets in roughly four months and is still early in the public market. The core bull case is that the portfolio already produces cash, has multiple expanding assets, and can keep compounding through accretive M&A in a sub-$1B market-cap gap the CEO thinks is underfilled.

F3 Uranium Corp. (TSXV:FUU) - Resource Milestone, Growth Drilling & M&A Discussions

Preview:Dev Randhawa, founder/CEO of F3 Uranium, sits down at PDAC to discuss the company's maiden resource (~11M lbs at 12% U3O8), a fully-funded 2025 drill program at the Tetra target chasing high-grade "pearls on a string," and active M&A conversations with multiple groups. He argues consolidation is inevitable in the Athabasca Basin — small explorers are starved of capital while the big three (Denison/NexGen/ISO) get all the love — and floats the possibility of F3 being a buyer, a seller, or listing in another jurisdiction. Macro tailwinds (AI data centers, big tech entering nuclear, energy security) support the uranium thesis, but near-term attention has shifted to gold and silver.

Electric Royalties Ltd. (TSXV:ELEC) - 43 Royalties with Multiple Catalysts Ahead

Preview:Brandon Urick, CEO of Electric Royalties (TSXV:ELEC), presents his company's portfolio of 43 critical-metals royalties focused on copper, zinc, tin, graphite, manganese, and lithium. The company currently has one producing royalty (~$0.5M-$1M annually, roughly covering G&A) with a dozen more expected to enter production over the next 2-6 years. Trading below C$20M market cap, Urick argues the discount to mid-tier royalty peers is extreme and that the next few years represent the payoff window after years of early-stage positioning. Strategic M&A, tightly-held share structure (~50% insider), and specialty private equity interest are flagged as potential catalysts.

Radisson Mining (TSXV:RDS) - Delivers 82% Gold Resource Jump From Just 25% Of 140,000m Drill Program

Preview:Matt Manson, CEO of Radisson Mining, presents the first resource update from a 140,000m drill program at the O'Brien Gold Project in Quebec. Only 25% complete, it has already delivered an 82% increase in inferred resources to 2.3M oz, tracking toward a 3–4M oz target. The strategy uses big step-out drilling rather than infill to prove scale. Manson discusses a dual-audience strategy (market + potential acquirers), regional toll-milling optionality via existing Abitibi infrastructure, and the potential to rehabilitate the old kilometer-deep shaft for bottom-up mine development. The board has nine collective mine-builds and sees a mine, not just an exploration target.

Revival Gold (TSXV:RVG) - Advances Mercur Toward 2029 Production - Announces High-Grade Discovery

Preview:Revival Gold CEO Hugh Agro discusses the company's high-grade discovery at the South Mercur area (4+ g/t Au over 25m), the path toward 2029 production at the Mercur project in Utah, and ongoing drilling at the Beartrack-Arnett project. The interview covers the consolidation advantage that enabled the discovery, de-risking milestones for 2026, project economics ($750M NPV at $3,000 gold, ~100k oz/year), and the scarcity value of advanced North American gold developers in the current market.

New Found Gold (TSXV:NFG) - Announces $75 Million Loan Facility Agreement for Queensway

Preview:New Found Gold CEO Keith Boyle announces a signed term sheet for up to US$75 million in debt financing — a key piece of the project funding needed to fast-track the Queensway Gold project in Newfoundland toward production by end of 2027. The PEA calls for ~69,000 oz/year average (closer to 100,000 oz in early high-grade years) at AISC of $1,300, implying ~C$400M annual free cash flow at current gold prices. The debt is a two-year facility; the company plans to refinance with cheaper bank debt once in production. The EA permit submission is targeted for April, with Newfoundland's government framed as supportive.

Vista Gold Corp. (NYSE:VGZ) - $39M Oversubscribed Raise Funds Development Push

Preview:Fred Ernest, CEO of Vista Gold, says the company has moved Mount Todd from study mode into execution mode after finishing the feasibility study, cutting capital by 59%, and raising $39M in an oversubscribed financing. The near-term focus is permits, a Perth-based development team, and follow-on engineering and metallurgy/geotech work needed to get to detailed engineering in 2027 and ultimately first construction.

Thunder Gold Corp. (TSXV:TGOL) - 3.5Moz Gold Project Targets 5Moz & PEA by Year-End

Preview:Wes Hansen, President and CEO of Thunder Gold Corp (TSXV:TGOL), presents the Tower Mountain gold project in Ontario — a 3.5Moz resource (mostly inferred) that he describes as a "unicorn" intrusion-related deposit with remarkable grade homogeneity (~0.3–0.37 g/t across 180 of 190 drill holes from collar to bottom). The near-term plan: spend $5M treasury to convert inferred to indicated ounces, grow the resource to ~5Moz, and deliver a PEA by year-end 2025. Hansen argues the market undervalues the company (targeting 4-5x re-rating to ~$120M market cap) and positions it as an acquisition target for mid-tier producers flush with cash at $5,000/oz gold.

Cassiar Gold Corp. (TSXV:GLDC) - "Whoever comes in on Cassiar is going to make a lot of money"

Preview:Steve Letwin, Chairman of Cassiar Gold and former CEO of Iamgold, makes a bullish case for Cassiar Gold (TSXV:GLDC). He draws parallels to his Côté Gold success at Iamgold, arguing Cassiar has similar infrastructure advantages: a permitted mine site with a mill, tailings pond, roads, and camp all in place. The near-term plan is to refurbish the mill, process high-grade ore from Cassiar South (15-20 g/t), and generate cash flow that self-funds further exploration. A PEA is due August 2026. Letwin says the company is actively seeking a strategic partner (à la Sumitomo at Côté) and claims there is significant interest. He emphasizes his personal alignment: he's the largest independent shareholder at ~7M shares and has never sold.

Kodiak Copper (TSXV:KDK) - Building Scale in British Columbia's Copper District

Preview:This is a bullish-but-disciplined interview about Kodiak Copper’s MPD copper project in southern British Columbia. Claudia Torquist and Chris Taylor say the company’s maiden resource is only a starting point, and the main goal for 2026 is to grow scale through infill and step-out drilling while still preserving exploration upside at additional targets. They frame recent copper M&A—especially Hudbay’s acquisition of Arizona Sonoran—as supportive of valuations for non-producing copper developers, but emphasize Kodiak is not yet at the stage where an offer would be appropriate.

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

Preview:Grid Metals CEO Robin Dunar presents the company's cesium project in Manitoba, Canada. Cesium is an ultra-rare alkaline metal with a ~$400M annual market, 85% controlled by China. Grid Metals has drilled ~100 holes and aims to deliver a maiden resource by Q3 2026, with permitting targeted by 2027. The company sees a 5–7 year window before competitor Power Metals (PMAT) brings large-scale supply online. The shallow open-pit, simple crush-and-sort processing, and proximity to Tanko's chemical plant could enable near-term, high-margin production, generating $30–$100M in cash flow to fund Grid's broader lithium and base metals portfolio.

Dryden Gold (TSXV:DRY) - 15-Structure Expansion & Funded 2026 Program Signal Maturing Discovery

Preview:This interview is a bullish, early-stage exploration pitch for Dryden Gold. The CEO says the company’s Gold Rock target has expanded from three to 15 mineralized structures, with good continuity, deeper intercepts, and a growing footprint that could support a larger district-scale discovery rather than a quick resource.

Heliostar Metals (TSXV:HSTR) - Self-Funded Growth Fuels Push To 300,000 Gold Ounces Per Annum

Preview:Heliostar Metals’ IR/development lead says the company is a self-funded growth story built around Anapola and existing Mexican production. The pitch is that cash flow from current operations plus project finance, not dilution, should fund a path from 50,000 ounces this year to 300,000 ounces by decade-end.

Maple Gold Mines Ltd. (TSXV:MGM) - Funded Drilling Targets Douay Update & Maiden Joutel MRE

Preview:Maple Gold Mines CEO Kieran Patankar discusses the company's fully-funded 30,000-meter drill program across the Douay and Joutel gold projects in Québec, with ~$30M cash balance funding ~18 months of exploration. Key catalysts include a resource update (last done in 2022 at $1,800 gold), an initial scoping/economic study, and a steady pipeline of drill results. The company aims to demonstrate scale—only ~275k meters drilled historically vs. 2M+ at comparable Abitibi deposits—and show a credible, realistic development path (starter pit scenario) rather than an aspirational mega-project. The interview also covers team additions, site visit impressions, and the strategic partnership with Agnico Eagle.

First Mining Gold (TSX:FF) - Major EA Catalyst Due Q2 2026 as Springpole Advances Toward Development

Preview:First Mining Gold CEO Dan Wilton discusses the company's two flagship Canadian gold projects — Springpole (Ontario) and Duparquet (Quebec) — with a focus on the near-term EA (Environmental Assessment) decision expected in Q2 2026. Wilton frames the EA as the pivotal derisking catalyst that could unlock institutional investment and partnership discussions. The conversation covers the shift in gold sentiment at PDAC, the company's share register evolution, project financing realities, and the strategic optionality around building versus partnering on Springpole. Margin expansion at current gold prices (~$5,400/oz) is a recurring theme reinforcing the economics.

Myriad Uranium Corp. (CSE:M) - Radiometric Breakthrough Expands Drill Plans

Preview:Thomas Lamb, CEO of Myriad Uranium (CSE:M), outlines a multi-track strategy at Copper Mountain, Wyoming: bringing historic Union Pacific resources current (15–30M lbs, potentially much higher due to assay upgrades), exploring newly identified radiometric anomalies east of a major N-S structure, and chasing high-grade historic intercepts outside prior resource estimates. The company is positioning itself as the largest potential US uranium project, leveraging government interest in domestic supply, data centre demand, and existing infrastructure. ~$8.4M CAD in treasury with drilling starting in ~2 months.

Precipitate Gold Corp. (TSXV:PRG) - Funding Secured as Barrick-Adjacent Drilling Starts

Preview:Precipitate Gold CEO Jeff Wilson discusses raising $6.5M from influential Dominican family offices, an unexpected chargeability anomaly discovery at their Pueblo Grande project adjacent to Barrick's Pueblo Viejo mine, and imminent drilling plans. A binary ~2,000m drill program starts March 2026 at Pueblo Grande, while the more advanced Wanda Herrera project (adjacent to GoldQuest's Romero) will see a ~10,000m multi-target program beginning mid-year. The narrative centers on jurisdiction turning favorable, "smart money" validation from in-country wealth, and a dual-project catalyst runway through 2026.

Koryx Copper Inc. (TSXV:KRY) - Institutional Capital Backs Haib Development - PFS By Year End