Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
Hi guys, here is our latest interview with CEO Alex Walker. Let us know what you think. Link to write-up and video: www.cruxinvestor.com/posts/east-star-resources-advancing-the-verkhuba-deposit-to-unlock-value-in-kazakh-copper-assets
Just posted an interview with Shaun Bunn: https://www.cruxinvestor.com/posts/empire-metals-loneee-titanium-discovery-could-deliver-10x-returns-4475
Hi guys, here is our latest interview with Serabi Gold's CEO Mike Hodgson on the recent Palito resource upgrade. Here's the link: https://youtu.be/MwCjxQ9dPq8
Let us know your thoughts!
Hi guys, here is our interview with Ben Turney, CEO of Kavango Resources, and David Catterall, Exploration Director.
Let us know your thoughts: https://youtu.be/U0FTGbyyFxQ?si=m-IAnutcmmc4TGV_
Our interview with Ruport Verco was released earlier today. We get into the details about their new Ionic REE discovery and their pioneering in-situ recovery strategy. Look out for the good analogy to Orange Juice in here too.
https://www.cruxinvestor.com/posts/cobra-resources-lsecobr-unveiling-new-ionic-rare-earth-mineral-discoveries-at-boland-prospect-3851
Interview with David Minchin, CEO of Helium One (LON:HE1) here is the link: https://youtu.be/ZhGrrxAi5qE
The Company’s focus is to explore, develop, and ultimately become a producer of high-grade helium for the international market, a critical material essential in modern technologies. Helium One holds 4,512km2 of exploration licences in highly prospective helium provinces in Tanzania. The Company holds 100% of these licences and has exclusive rights to develop the assets.
Hi, we are interviewing SolGold tomorrow does anyone have any questions?
Hi, we are interviewing Trident Royalty next week does anyone have any questions they would like us to ask the CEO?
Here is the link to our transcript with $SBI on their Strong Q2/20 Results & More Gold. Read full transcript here: https://cruxinvestor.com/opinions/serabi-gold-srb-sbi-strong-q2-20-results-more-gold-transcript/
"We went into the 2nd quarter, a huge amount of uncertainty, not even sure whether or not we were going to be able to keep the operations going for the next three months. So to come out of it with what has been a quarter where we’ve had best cashflow generation that we’ve experienced, best levels of profitability that we’ve experienced, has got to be a huge positive, and we’ve got to be very, very happy and very grateful for what we’ve managed to achieve. I think there will be disappointments here and the production is lower than we wanted, but that’s a direct impact of the pandemic and having to reduce staff numbers on site. We’ve already talked through that and what we’re doing and what we’re trying to address with that. But I think overall, it’s been a very satisfying quarter."
Let us know your thoughts
Watch here: https://youtu.be/jHyjme-IeJo
We were keen to understand how this gold producer has been resolving their balance sheet balancing act of last year. This gold bull run has helped a lot of marginal gold producers build up cash reserve and resolve balance sheet issues. Serabi Gold has cash in the bank and are making money. The Sprott debt has now been paid. The company still owes Equinox $12M but has agreed to pay this off in instalments. And it seems to be coping with the COVID restrictions admirably. Line talks us through their thinking in terms of activity and sequencing to manage expenditure whilst they prepare their new asset Coringa.
Let us know your thoughts!
Hi we are interviewing Martin Ménard this week has anyone got any questions they would like us to ask him?
https://cruxinvestor.com/opinions/serabi-gold-lse-srb-tsx-sbi-miraculous-q2-results-transcript/
Here is the link to our recent transcription to our $SBI interview:https://www.youtube.com/watch?v=zidepQVcrwg+
"And it is a great achievement. I was really quite concerned that we were going to really struggle with this. To come out of that with 8,500oz was terrific. And look, it has meant some things we’ve got shelved: exploration, for example, has been shelved. A lot of the project work we were doing is going, but we have kept the core business going. And to produce 85% of the budget with 65% of the workforce – fantastic result, really pleased."
Let us know your thoughts
Hi here is the link to our recent interview with CEO Michael Hodgson of $SBI: https://youtu.be/zidepQVcrwg
Our latest update with Brazilian gold-producer, Serabi Gold. Gold has been on a bull run, but Brazil has struggled more than most to mitigate the impacts of COVID-19. Exploration has been curtailed for now, but plenty is on the horizon and it looks exciting for gold investors.
Serabi Gold should be able to finance its exploration from cash flow, and its strong cash position can be used for a variety of strategic purposes. It currently awaits its mining permit for Coringa before gold production can really get moving.
Average grade is down and total mined production is down, but only slightly, and both for logical reasons. The new ore sorter could completely alter Serabi Gold's value proposition once it is fully integrated into the entire Serabi Gold production process. Promising times are on the horizon for this gold player.
Let us know your thoughts
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Hi we are Interviewing #Nickel expert Mark Selby to help you make smarter decisions around which #Nickel companies you should invest and when to invest. Please comment in your questions on everything #Nickel, whether it is about the market or a company, we want your input!
Hi we are Interviewing #Nickel expert Mark Selby to help you make smarter decisions around which #Nickel companies you should invest and when to invest. Please comment in your questions on everything #Nickel, whether it is about the market or a company, we want your input!
Hi we are Interviewing #Nickel expert Mark Selby to help you make smarter decisions around which #Nickel companies you should invest and when to invest. Please comment in your questions on everything #Nickel, whether it is about the market or a company, we want your input!
Hi we are interviewing Pensana Rare Earth tomorrow, has anyone got any questions?
Hi here is the link to our recent interview with CEO Peter Secker of $BCN https://youtu.be/RyEQYztoFaE
New lithium projects are finding capital extremely hard to come by in such a depressed lithium market. This doesn't appear to be the case for Bacanora Lithium and its Sonora project. 75% of its US$400M project CAPEX looks to be covered v is a combination of debt financing and management/institutional investment says Secker. He says they have a strong project team and Asian partners. We ask what his partners have agreed to. The numbers on the Feasibility Study look good. Taking all this into account, why has the share price been on a downward slope for the last 2.5 years?
The depressed lithium market has certainly played a big part, and COVID-19 has been deleterious to the EV/battery metals thematic, but what is this story really missing? Should long-suffering retail shareholders stay quiet and wait it out?
Secker is controlling what he can control, with a 5-month of deliverables ahead of him. The permits are all in place, and an FID has been earmarked for Q1/21, with construction commencing shortly afterwards. Bacanora Lithium could be producing LCE by 2023.
Tell us what you thought of the interview
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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."