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Here is the link to our transcript from our recent Kazatomprom interview https://cruxinvestor.com/opinions/kazatomprom-kap-perceptions-misconceptions-and-price-discovery-transcript/

"We occupy the whole front end of the fuel cycle. We are the largest producer in the world. We have the largest reserves in the world. And just to put it in perspective, Kazakhstan produces 40% of the world’s primary Uranium production. KazAtomProm is about 24% and then the rest is attributable to our joint venture partners. We are also one of the lowest in terms of our environmental footprint, because of the way that we mine. All of our deposits are ISR amenable – which we will come on to I’m sure, in a few minutes, but it means that we have the smallest environmental footprint relative to our production size."

Hi we are interviewing Adam Davidson this week has anyone got any questions they would like us to ask him?

Hi guys, here is our interview with Kazatomprom Chief Commercial Officer Riaz Rizvi. Watch here: https://www.youtube.com/watch?v=__iS59SCtcw

Rizvi spends time talking about perception in the market and how they wish to be perceived and adversarial narrative in the market between US commentators and Russia and its nuclear and uranium partners.

We also discuss production issues and playing catch up, whilst dealing with the growing concerns of COVID-19 within Kazakhstan. Why have they managed to maintain guidance even with the extension to the lockdown period and when will they have to dip into the market? We discuss partners, partnerships, dividends, target prices, term-contract market, and the supply-demand picture in the market.

Let us know your thoughts on the interview!

Hi guys, here is the link to our interview with Cora Gold: https://youtu.be/KPzv9rS_8l8

CEO Bert Munro talks us through their plans to get into production early at its Mali gold oxide project, aiming to complete a DFS by the end of 2021 with the project financing already in place (subject to delivering a DFS at a suitable level).

The team has regional experience. The shareholder registry is extremely tight. We're hoping that Cora Gold can leverage its US$4M cash to create some catalyst moments for the market in the near future, because the share price has been quite stagnant. It should be an exciting ride ahead between now and December 2021 for shareholders as the company has only just delivered a PEA. The numbers look ok and the business model is not a new one. It will come down to execution.

Let us know your thoughts!

Hiya, we are interviewing Fortune Mojapelo tomorrow has anyone got any questions they are interested in asking?

Hi guys, here is the link to the interview we did with Brad Sampson. You can it watch here: https://youtu.be/haQDXidmTa8

Brad tells us that Kore Potash has some one the best potash projects in the entire world and believes the projects speak for themselves. The influx of majors into the potash space evidences the money to be made in the potash sector.

Let us know your thoughts!

Watch our interview with CEO Darin Labrenz here: https://youtu.be/2ZnMK-JUkZU

The company is fully funded ($100M) for its aggressive exploration plans, alongside the CAPEX for its flagship PureGold Mine, which will be pouring Gold by the end of the year. Phase 1 is nearing completion, while phase 2 offers a significant gold exploration upside, with possible M&A some way down the road.

It's a fascinating gold mining story with extremely high-grade gold and a sensible phased business model at its core.

Let us know your thoughts!

Hiya, we are interviewing them this week has anyone got any questions they are interested in knowing?

Hi guys, here is our recent interview with Base Resources MD Tim Carstens: https://youtu.be/fClZYcqCY-8

Everything appears to be going well, except for the share price. It is half of what it was when we spoke to them in Oct 2019. This has likely been caused by two things:

1. The high-grade, high-margin project in Kenya is coming to end of life and the returns will drop. There is a second lower-grade project commencing but will be less rewarding. They need to spend time and money on exploration and development to ensure kenya continues to contribute revenues and profit rather than just stand still

2. Uncertainty over Madagascar as a mining jurisdiction, given ongoing discussions with the government over terms on the royalty and taxes. We feel this will resolve itself and possibly by the end of the year. The financing is not yet in place for new flagship asset, Toliara, but should not be an issue, however, the cost of the finance, given the faltering start to the project, may have just gone up.
Only the terms of the agreement with the madagascan govt will tell.

Technically, this is a simple and relatively low capex business. Castens is a straight talker and he thinks he has a clear path towards getting Toliara into production and driving up the largely institutionally-held stock. The only thing that is uncertain is the timeline, and if Kenya can return to darling status.

Let us know your thoughts!

Hi guys. For anyone who missed it, here is the link: https://youtu.be/HXi5xrWx3qA

We discuss the recently announced 150Mt Copper tailings processing project with Leon. We run through the finances and the potential upside for investors. We're big fans of tailings stories. They might not provide the more lucrative blue sky upside of classic exploration, but they carry an enormously reduced risk profile.

Let us know your thoughts!

Thanks guys!

Hi guys, we are interviewing Afritin tomorrow. Let us know if you have any questions!

Hi guys, here is our latest interview with Serabi Gold CEO Mike Hodgson. Watch here: https://youtu.be/MBEW1bBnxPM

We last touched base with Hodgson in May. This time around, he's here to discuss the outlook for 2020. Like most #gold producers, Serabi Gold is likely to miss it's guidance for 2020, but not by as much as investors would expect. The company has mitigated the impacts of the market reset and COVID-19 effectively.

Sprott is out of the picture, and now the company is debt-free and cashed-up, it can proceed forward with exciting gold exploration at Sao Chico, in addition to creating operational optimisations at Palito and Coringa. This gold producer has been consistently on the up, but now Hodgson has put his foot to the floor, and Serabi Gold appears to be accelerating into top gear.

Let us know your thoughts of the interview!

This was canceled as Brad was double booked it turned out. Hopefully rescheduling for next week. Will keep you posted.

Thanks. And yes of course, we will post the link here. You will also be able to find it on our YouTube channel and across our social media as well.

Hi guys, we are interviewing Brad Sampson tomorrow morning - does anyone have any questions they would like us to ask? Thanks

Apologies, I posted this on the wrong company chat! Kore Potash is who I meant. We are currently speaking with Bacanora to hopefully set one up soon.

Hi guys, we are interviewing Brad Sampson on Thursday. Let us know if you have any questions you would like us to ask! Either drop them in the comments, or email them to tom@cruxinvestor.com.

Thanks

Thanks for posting our interview. Here are the timestamps for everything discussed with Hayden:

2:01 - Company Overview
2:58 - The Exciting World of Potash: Main Producers, Buyers and Size of Market
5:49 - Do We Need More Potash Companies?
7:08 - Morocco as Jurisdiction: Any Difficulties and Concerns?
10:41 - Team Experience and CEO's Background: Investor Expectations
17:25 - Business Plan: End Goal and Steps to Getting There
20:02 - Feasibility Study: A Look at the Results
23:03 - Telling the Story: Marketing Plans
25:15, 28:34 - Financing it All: Multiple Strategies Revealed
27:23 - Next Milestone: What's to Come?

Let us know your thoughts!

Hi guys, here is our recent interview with Pure Gold Mining: https://youtu.be/Hh8qxdeCfSo

We spoke with Darin on their plans to get into production by end of 2020. There has been a radical rise in Pure Gold Mining's share price since we last spoke to them as the market appreciates the company's path towards production. So what is the next phase of growth?

Let us know your thoughts here and in the YouTube comment section!