Company Interviews

Giga Metals Corporation is a Canada-based mineral exploration company. The Company is focused on the acquisition and exploration of mineral properties in Canada. The Company is engaged in developing the Turnagain project, a nickel sulphide deposit in north-central British Columbia.

Lotus Resources (ASX: LOT, OTCQB: LTSRF) owns an 85% interest in the Kayelekera Uranium Project in Malawi. The Project hosts a current resource of 37.5M lbs U3O8, and historically produced ~11MIb of uranium between 2009 and 2014. The Company completed a positive Restart Study in late 2020 which demonstrated that Kayelekera can support a viable long-term operation and has the potential to be one of the first uranium projects to recommence production in the future. The Company is currently working through a Feasibility Study that will be completed in mid 2022.

Karora Resources Inc. is a Canada-based multi-asset mineral resource company. The Company’s portfolio includes the Beta Hunt Mine (Beta Hunt), Higginsville Gold Operations (HGO) and Spargos Reward Gold Project (Spargos). It owns 100% of Beta Hunt, a gold-producing mine located approximately 600 kilometers from Perth in Kambalda, Western Australia. It owns and operates HGO, which is located approximately 75 kilometers south of the Beta Hunt Mine in Higginsville, Western Australia. HGO has a mineral gold resource and reserve and prospective land package totaling approximately 1,900 square kilometers. The operation includes a 1.6 million tons per annum (Mtpa) processing plant. The Company has 100% interest in Spargos, which is owned by HGO, all of which are located in Western Australia. The Company also includes the Lakewood Mill gold processing facility located near Kalgoorlie, Western Australia, approximately 60 kilometers from the Beta Hunt Mine.

Elemental Royalties Corp. is pleased to announce the completion of the previously announced share-for-share merger of equals with Altus Strategies plc to create a global gold royalty champion.

The Merger has created a diversified and scalable royalty company well positioned to acquire further high-quality, producing royalty and streaming assets and to serve as a platform for further consolidation in the royalty sector.

Outcrop Silver & Gold Corp. is a Canadian company actively exploring for precious metals in Colombia and looking to expand into other high opportunity jurisdictions. Outcrop is rapidly advancing exploration on five silver and gold exploration projects with world-class discovery potential in Colombia. Outcrop is currently drilling the Santa Ana historic high-grade silver district. These assets are being advanced by a highly disciplined and seasoned professional team with decades of experience in Colombia. 2021 work programs are fully financed with a broad range of institutional shareholders.

Peninsula Energy Limited is an Australia-based company that owns the Lance Uranium project in Wyoming, United States of America. The Company’s projects include Lance project and Karoo project. The Lance project is United States-based uranium project authorized to use the industry low pH in-situ recovery process. Lance holds a defined JORC (2012) Compliant uranium mineral resource of approximately 53.6 million pounds U3O8. The Karoo project is focused on the rehabilitation of exploration and historical trial mining activities.

South Harz Potash Limited (formerly Davenport Resources Ltd.) was founded in 2015 in Australia and specializes in the development of potash mining projects. The executive managers and members of the board have decades of experience in potash exploration and mining around the world.

Energy Fuels is the leading U.S. producer of uranium – the fuel for carbon- and emission-free nuclear energy. Nuclear energy is expected to see strong growth in the coming years, as nations around the world work to provide plentiful and affordable energy, while combating climate change and air pollution. 

Energy Fuels is also a major U.S. producer of vanadium and an emerging player in the commercial rare earth business where its work is helping to reestablish a fully integrated U.S. supply chain.

With a truly unique portfolio, Energy Fuels has more production capacity, licensed mines and processing facilities, and in-ground uranium resources than any other U.S. producer. It boasts diverse cashflow-generating opportunities, including vanadium production, uranium recycling and rare earth processing.

The answer depends on what type of investor you are: Short-term v Long-term. It will also depend on the stage of the company: exploration, development, or production. We are joined by 3 seasoned CEOs who help us understand the changing dynamics of the economy and metals pricing to determine how we as investors can select better investments for our portfolio. We discuss management structure, skillset, and planning. Jurisdiction has always been important but with demands on CSR, ESG, permitting, and licensing increasing costs and cost of capital, just how much strain with it put on some balance sheets, especially explorers and developers? Yes, we look at conventional data analysis and ratios, but new factors and thematics are starting to affect the way we value mining companies as they try to climb the value curve. But what are they? And once you know, can you win big or should you lower your expectations?

American Lithium Corporation is a developer of advanced lithium projects throughout North and South America. The company’s flagship project, the TLC lithium project is located in Nevada, with its Falchani Lithium Project as well as its Macusani Uranium Project located in south-eastern Peru. The company acquired Plateau Energy Metals in 2021, with the acquisition including both the Falchani Lithium Project and Macusani Uranium Project.