Interview with Mark Chalmers, President & CEO of Energy Fuels (NYSE:UUUU) 

Energy Fuels is America's leading producer of uranium and vanadium and is venturing into the rare earths space. All critical and possibly strategic minerals in the US.

We caught up with Chalmers to get the latest on how he is re-shaping Energy Fuels into tantalising value proposition. There have been plenty of catalyst moments within the uranium space over the last few months, predominantly surrounding the destruction of inventories and tightening of supply caused by COVID-19. The US House of Appropriations Committee recent decision to block the funding of a US uranium reserve appears to be a minor setback for uranium bulls, but Chalmers doesn't see it as a definitive "no." He experts the topic will be revisited one the DoE can provide a little more clarity on how exactly the reserve would be implemented, at some point in the next 180-days.

Courtesy of its strengthened balance sheet, Energy Fuels has been able to redeem half of its C$20.86M convertible debenture loan, with the rest of it due at the end of this year. The company will avoid approximately US$350,000 in interest payments in 2020 as a consequence. Uranium juniors across the land are currently running up big debts to fund exploration programmes for assets that are as yet not proven economical. Energy Fuels seems keen to set itself apart as a logical option for new uranium speculators.

Their real key differentiator is their White Mesa Mill in Utah. The only remaining fully-operational conventional uranium mill in the US is coveted by many, but some investors have not yet recognised the full extent of its capabilities. It is able to process uranium, obviously, but it is also able to process vanadium and Rare Earths. Which, Chalmers argues will be crucial as America might see REEs as strategic commodities and is attempting to build a new global REE hub to rival the status quo of Chinese dominance. 5 companies have recently told us they will be using White Mesa Mill to process their uranium, but Chalmers says he has had no discussions and has signed no agreements with anyone. In fact he has blunt message to uranium companies claiming that they will be tolling at White Mesa: STOP. Energy Fuels is likely to enjoy a monopoly over Northern American uranium juniors who face the choice to pay a toll fee to Energy Fuels', or ship ore more expensively to South America. The competitive tension is palpable.

With consolidation in the industry becoming more likely, especially to make the utilities take producers more seriously, Energy Fuels could well be looking at M&A in the future. We challenge Chalmers on what exactly he could be looking for.

Company page: http://www.energyfuels.com/

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Interview with Ryan McIntyre, President of Maverix Metals Inc. (TSX, NYSE: MMX)

Maverix Metals is a precious-metals-focussed royalty company that we last spoke to in January. It has advanced a great deal since then and now has a market cap of over C$800M. Maverix Metals is now a mid-tier royalty company, and it could be an attractive takeout proposition for a major. The company revenue sits at around C$40M from 13 different projects with 92 projects following up behind.

The royalty portfolio has really taken shape over the last 6-months, and McIntyre was keen to tell us about Maverix Metals' business strategy going forward. Royalty investors will be hoping for more growth. We also touch on the recently renegotiated royalty package with Karora Resources at Beta Hunt, one of the company's most important royalties.

Company Page: https://maverixmetals.com/

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Uranium Market Commentator & Bannerman Resources (ASX: BMN) CEO, Brandon Munro, calls in for our weekly catch up about the world of Uranium and Uranium investing.

Cameco's quarterly call stuns market with some of its decisions. Have they lost the opportunity to drive the spot price up? We discuss the implications for investors and also for uranium juniors. We now wait for the KazAtomProm quarterly on 3rd August. We focus on the restart of Cigar Lake and reasons why they may have made those decisions and how it may affect partnerships elsewhere.

And for club.cruxinvestor.com members we also get into detail about what has been happening with utilities in the background. And how their decision making has affected the market. As ever, Brandon's insight delight and inform in equal measure. Anyone not signed up to club.cruxinvestor.com is missing out.

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Interview with Jeff Klenda, President & CEO of Ur-Energy (TSX: URE, NYSE: URG) 

Klenda gives a no holes barred take on the market. We discuss games being played by utilities in the NFWG discussions and what their real intent has been. We has if that has been the real barrier to seeing action by the US govt. And why has the US House Appropriations Committee blocked funding for a US uranium reserve. Do utilities want Russian uranium? Klenda gives us his strong views of what that will do to the markets in the US.

Klenda believes that the Russian Suspension Agreement is critical and share with us his thoughts on the possible outcome. Plus his take on Cameco's decision to restart Cigar Lake in September. A missed opportunity or exactly the right thing to do?

Company Page: http://www.ur-energy.com/

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Conversation with Professor Alex Edmans, author of 'Grow the Pie: How Great Companies Deliver Both Purpose and Profit,' and Professor of Finance at London Business School.

Confirmation bias affects us every day of the week in politics, health, racism and investing. We look at how confirmation bias affects our ability to make good investment decisions. And what can we do to make better investment decisions? We learn from Alex that there are ways we can change how we approach decision making.

So when doing our due diligence what do we believe? Alex gives fascinating real life examples of how people behave under circumstances. How does social media affect us? And how can we benefit if we get it right?

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In our latest chat with Justin Huhn, the Uranium Insider, we discuss the House Appropriations Committee's decision on the Uranium Reserve Fund. What are the expectations for the Cameco and Kazatomprom quarterlies? And getting back to basics for Uranium investing - we talk about the full cycle as more investors join the Uranium thesis.

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

Now, here's something that some nickel commentators know about, but very few of them seem to talk about.

Let's talk about 'Clean Nickel & Dirty Nickel'. Elon Musk wants nickel. he wants it efficient and clean. large funds are bound to follow this lead. As will other automotive manufacturers.

Not all nickel is equal. We've discussed at length the advantages of disadvantages of nickel sulfide and nickel laterite, with both possessing different costs: high-cost mining (sulphide), low-cost mining (laterite), high-cost processing (laterite - +US$1Bn HPAL projects) and low-cost processing (sulphide - simple smelting). https://cruxinvestor.com/opinions/class-1-class-2-why-does-it-matter-for-investors/

However, the element that many are forgetting to this story regards the environmental footprint of nickel sulphide and nickel laterite; are laterite projects dirty? Is this a complete game-changer in the wake of Elon Musk's quarterly conference call requesting that nickel investors produce as much green, efficient and sustainable nickel as possible?

Selby's company, Canada Nickel Corp, has recently applied for a trademark: NetZero. This represents the Crawford Nickel Sulfide Project. Crawford is the 11th largest nickel sulphide resource in the world after just over 6-months of development. Not only is it a low-cost, global-scale asset, but it also has the potential to be carbon neutral during production. With EV manufacturers and regulators assessing their supply chains with a great deal more scrutiny nowadays, does this put Crawford into a league of its own? How will the big funds react? Have laterite projects just gone to the back of the queue?

Company page: https://canadanickel.com 

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Interview with Pierre Léveillé, President & CEO of Deep-South Resources (TSX-V: DSM)

Deep-South Resources has a large copper asset, the Haib project, in Namibia, serendipitously, in the deep South of the country.

The recent copper price revival can only be good news for Deep-South Resources, but its pockets are anything but deep right now. It needs to provide the market with some certainty that it can raise sufficient capital to get Haib into production, churning out copper.

With copper on the up, Deep-South Resources has the potential to time its entry nicely, and investors will be hoping the management team has the skillset to progress the copper project in an accelerated timeframe.

Company Page: https://www.deepsouthresources.com/

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Interview with Frederick Bell, Managing Director of Elemental Royalties

A royalty company with "good quality producing assets from day 1."

This is the latest royalty company to emerge onto the CVE. It has been trading privately for the last 3-years, and it has a portfolio of 6 royalties spanning across North America, South America, Africa and Australia. It seems to be the standard royalty story: start small, grow big.

The North American market generally values royalty companies with this conventional model highly, and Elemental Royalties' focus on precious metals is sure to add further momentum in this current gold bull run.

Bell is young and smart, but he will need to convince investors that their capital is best invested in Elemental Royalties rather than some of the other promising junior royalty companies with a precious-metals slant that are currently making waves.

Company Page: http://www.elementalroyalties.com/

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Interview with Paul Atherley, Chairman of Pensana Rare Earths (ASX: PM8)

Pensana Rare Earths is, you guessed it, a rare earths company. Its Longonjo NdPr project is situated in Angola.

Whilst the company is fairly new, founded in 2006 and listed in 2007, the market isn't attributing much value to it right now. The share price had been totally stagnant until 2018. Since 2018, the share price risen, but the company is still valued considerably less than its peers. What discount factor is in play here?

Pensana Rare Earths has recently received investment from the Angolan Sovereign Fund and has formed partnerships with some Chinese companies. Are investors concerned about the prospect of Chinese control? China controls the vast majority of the world's rare earth elements production, so considering Pensana Rare Earths had the opportunity to operate outside this monopoly, why has it opted for a Chinese partner?

Company Page: https://www.pensanametals.com/index.php/en/ 

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