Company Interviews

Interview with Chris Reed, Managing Director & CEO of Neometals Ltd. (ASX: NMT)

Our previous interview: https://youtu.be/waLYRIdtBmk

Recording date: 9th June 2023

Neometals (NMT) is an ASX 300 company with a focus on battery recycling and green battery materials. They are actively participating in the Battery Gigafactories USA conference in Washington DC to explore opportunities in the rapidly expanding US market. Neometals aims to provide comprehensive solutions for battery recycling by constructing plants and offering cost-effective recycling services. With the US projected to surpass the EU in electric vehicle production, there is a pressing need for increased recycling capacity. Neometals recognizes the impending deficits in critical raw materials like lithium, nickel, and cobalt and advocates for more investment in mining and recycling initiatives.

Interview with Craig Alford, CEO of Titan Lithium (OTC: CDSG)

Recording date: 8th June 2023

CDSG Lithium (China Dongsheng International Inc.) is carving out a unique space to meet the world wide growing demand for lithium. Lithium carbonate is a critical component of lithium-ion batteries, which are highly coveted for electric vehicles and devices. As a Nevada-based lithium explorer and developer, CDSG Lithium’s principal activity is advancing its lithium project adjacent to the TLC project in Nye County, Nevada. The company maintains a dual focus on acquiring and developing opportunities in the natural resource sector and complementary technologies.

Interview with Tim Moody, CEO of Pan Global Resources (TSX-V: PGZ)

Our previous interview: https://youtu.be/2Bf4HrjPh2s

Recording date: 8th June 2023

Pan Global Resources, a Canadian exploration company, has recently announced promising drill results from their Kenyatta Honda Target. The results reveal high gold values and significant copper intersections, indicating the potential for valuable mineralization. Geophysical surveys further suggest the presence of untapped mineral resources in the area. As a result, the company has planned three additional drill holes to explore the region further, with results expected in July. Pan Global Resources is well-funded for their exploration campaign and has deployed teams for geophysics surveys and geological mapping to optimize their drilling strategy. These efforts aim to increase the chances of success and enhance the value of their exploration projects.

Interview with Eric Kraft, Interim CEO of Leading Edge Materials (TSX-V: LEM)

Leading Edge Materials (LEM) is a Canadian public company dedicated to the exploration and development of critical raw materials in the European Union. Led by CEO Eric Kroft, LEM focuses on projects involving rare earth elements, graphite, nickel, and cobalt, which are in high demand for various industries. The company has undergone strategic changes, including a board reconfiguration and a renewed asset development approach. LEM is actively working on obtaining permits for its projects, with a particular focus on Sweden, while garnering support from European entities. Their goal is to contribute to the sustainable supply of essential materials in Europe's energy transition and beyond.

Interview with Sapan Ghai, Chief Commercial Officer of Sovereign Metals (ASX: SVM)

Our previous interview: https://youtu.be/-qfHzUympww

Recording date: 8th June 2023

Sovereign Metals (SVM) is an Australian Securities Exchange (ASX) listed company that specializes in the development of the cassia rutile graphite deposit located in Malawi. With a focus on the growing electric vehicle (EV) industry, Sovereign Metals aims to capitalize on the increasing demand for graphite, a key component in Lithium-ion batteries.

The company recently announced positive test results for their graphite, demonstrating its high crystallinity and excellent electrical conductivity. These properties make Sovereign Metals' graphite well-suited for use in EV batteries, positioning the company as a potential supplier of choice for manufacturers in the EV ecosystem.

Interview with Javier Cordova Unda, President & CEO of Soma Gold (TSX-V: SOMA)

Recording date: 7th June 2023

Soma Gold Corp. (“Soma”), listed on the TSXV and OTCQB, owns 100% of the El Bagre mine located on a 29,000 Ha property in Antioquia, Colombia. Soma owns two Merrill Crowe mills on the property, a 450 TPD operating mill and a 275 TPD mill set to restart operations in Q3 of 2023. The two mills can be expanded to 1,400 TPD with all permits currently in place. 

Interview with Michael Walshe, CEO of Voltaic Strategic Resources (ASX: VSR)

Recording date: 7th June 2023

Voltaic Strategic Resources (VSR) is a dynamic minerals exploration company listed on the ASX, dedicated to uncovering valuable resources in the form of lithium and Rare Earth elements. With a strong focus on exploration, VSR has embarked on early stage projects in Western Australia and Nevada. However, their primary attention is directed towards their West Australian assets situated in the vibrant Gascoigne region, which is currently a hot spot of activity and excitement.

Since its listing in October, VSR has wasted no time in progressing from early stage greenfields prospects to active drilling at two separate projects. Led by Chief Executive Michael Walshe, the company boasts a seasoned management team with a wealth of experience in geology, processing metallurgy, and capital markets. Their collective expertise positions VSR for success as they strive to make significant discoveries in the lithium and rare earth space.

Interview with Mark Selby, Chairman & CEO of Canada Nickel (TSX-V:CNC)

Canada Nickel (CNC) is making significant progress in advancing the Crawford nickel sulfide project, while also capitalizing on the potential of carbon storage. The company has completed engineering work for the base project and is now focusing on incorporating a carbon storage facility into the overall process. With Canada's plan to increase carbon prices and offering tax credits, CNC aims to capture and utilize carbon, reducing future shareholder dilution. The remaining engineering tasks, including pilot plant scale work, are underway to ensure a solid design for the carbon storage facility. CNC's projects have garnered interest from multinational companies looking for carbon solutions, positioning the company as a key player in the evolving nickel market. Additionally, challenges in Indonesia's nickel industry offer favorable opportunities for Western consumers. CNC's progress and future prospects make it a standout in the nickel space.

The big news this week was the volatility in Namibian uranium stocks after Bloomberg published an article suggesting Namibia was joining the likes of Zimbabwe, Indonesia and Chile with a proposed government policy that would nationalise the mining industry.

As it turns out, the comments were taken out of context and the Namibian government issued a clarifying statement saying that nationalisation was not the intention and that existing licences were inviolable.

We discuss the political and legal background to this issue and draw on Brandon’s extensive experience dealing with Namibian government policy.