Interview with Darin Labrenz, President & CEO of Gold Developer Pure Gold Mining (TSX-V:PGM). If you want to invest in mining or invest in Gold, you need to be sure about the company's strategy and the management team's ability to deliver. Pure Gold recently closed a debt financing agreement with Sprott for $90M. This follows closely on from an equity raise in July for $47.5M. This means that they are fully financed through to production by the end of 2020. The company is hoping that their story will mean investors invest in Gold in Canada.

Investing in mining has slowed down in Canada in the last two years. Investing in stocks such as PGM has been slow too, especially compared to its peers. Darin Labrenz explains why now is a good time to look at Pure Gold Mining and mining stocks in general. He tells us why investors should not be nervous about their mine plan following the Feasibility Study. This is a large area play which needs planning and investing in Gold mines is expensive so investors need confidence.

Company page: http://puregoldmining.ca/

Make smarter investment decisions, subscribe here: https://www.cruxinvestor.com

For FREE unbiased investment information, follow us on Twitter and LinkedIn:

https://twitter.com/cruxinvestor

https://www.linkedin.com/company/crux-investor/

Take advantage, hear it here first: https://www.youtube.com/CRUXinvestor

Interview with Peter Canterbury, Managing Director of Graphite developer Triton Minerals (ASX:TON) - Focusing on large flake Graphite. The company is realistically looking to supply the fire retardant market. And eventually the EV growth market. Fully financed?

Two things drive the value of Graphite.1.High purity2. Flake size - important for expandable Graphite

Peter talks to us about the investment by Jinan Hi-Tech which gives them a 34% equity stake in the business. But what does it means for the company? He starts to tells us more about the financing and what the impact will be. Does this allow the company to be non-dilutive going forward? Two new binding contracts account for 50% of the output. Who are the off-takers? And what exactly does Jinan Hi-tech get out of this?

Developing a Graphite mine in Mozambique East Africa, near Pemba port.

Company page: https://www.tritonminerals.com/

Make smarter investment decisions, subscribe here: https://www.cruxinvestor.com

For FREE unbiased investment information, follow us on Twitter and LinkedIn:

https://twitter.com/cruxinvestor

https://www.linkedin.com/company/crux-investor/

Take advantage, hear it here first: https://www.youtube.com/CRUXinvestor

Interview with Justin Tremain, Managing Director of Gold explorer Exore Resources (ASX: ERX)How does Exore Resources stand out in a busy field of gold Explorers? The Birimian Greenstone Belt has over 60 +1Moz gold Resource companies. Which one should investors choose? Exore is in the right region but also leads to a challenge about how to get investors to notice them. We listen to what Justin Tramain has to say on the matter. One of the big plus points is that they have $10M in cash to be able to choose what to do next. We find out how Exore intends to spend their money to create actual shareholder value. What's the exit?

They are looking to deliver a maiden Resource in the next few weeks. Hoping to deliver 400,000-5000,000 oz. Hear about that. Also we talk about their strategy. What is Exore doing about promoting their company to retails and what are they saying? We want to find out how they are differentiating themselves in front of institutional shareholders. All licences and permits in place for now and hitting comparable grades for the region if not slightly higher.

See what you think. And let us know what you think about their positioning and ability to deliver.

Company page: http://www.exoreresources.com.au

Make smarter investment decisions, subscribe here: https://www.cruxinvestor.com

For FREE unbiased investment information, follow us on Twitter and LinkedIn:

https://twitter.com/cruxinvestor

https://www.linkedin.com/company/crux-investor/

Take advantage, hear it here first: https://www.youtube.com/CRUXinvestor

Interview with Darren Klinck, President and CEO of Gold Developer, Bluestone Resources (TSXV: BSR)Cerro Blanco was originally developed by Gold Corp and had $170M of underground spent to date + $60 on a geothermal project. Acquired in 2017. Currently putting project finance together. Feasibility Study shows 34% IRR. Producing 146,0000z a year for first three years driving early cashflow.

Cerro Blanco will generate more cashflow than its current enterprise value in the first year of production. It's fully permitted. So now they are focused on identifying the best finance solution for this project.

Low market cap. Not being given value. We trying and work out why. How are they telling this story in the market? Bluestone has a strong institutional investor base, including the Lundin Family.

Company page: https://bluestoneresources.ca/

Make smarter investment decisions, subscribe here: https://www.cruxinvestor.com

For FREE unbiased investment information, follow us on Twitter and LinkedIn:

https://twitter.com/cruxinvestor

https://www.linkedin.com/company/crux-investor/

Take advantage, hear it here first: https://www.youtube.com/CRUXinvestor

An Interview with Julian Treger, CEO of Royalty & Streaming company Anglo Pacific Group (LSE: APF, TSX: APY). Understand the difference between a Royalty and Streaming finance. Also understanding that Royalty and Streaming companies are finance companies, not in this case a mining company. It is however a good way for investors to get de-risked exposure to the mining sector and pick up a dividend too.

A Royalty is where the company take cash in exchange for a share of the company or a percentage of of the revenues. So a combination of production and the price that they get for the commodity. Streaming is more like a contract around a specific amount of the commodity at a fixed price. What both have in common is that they are structure finance, where the deal are wrapped in complex financial and legal terms which protect the Royalty and Streaming company.

The terms offered need to better than what else is being offered in the market.

Company page: https://www.anglopacificgroup.com/

Make smarter investment decisions, subscribe here: https://www.cruxinvestor.com

For FREE unbiased investment information, follow us on Twitter and LinkedIn:

https://twitter.com/cruxinvestor

https://www.linkedin.com/company/crux-investor/

Take advantage, hear it here first: https://www.youtube.com/CRUXinvestor

Interview with the Mercenary Geologist, Mickey Fulp. He doesn't think Battery Metals companies will struggle. Battery Metals prices spike and fall as they have small volumes and also have no Futures market or no Options markets. Specifically Cobalt, Vanadium and Lithium. The EV market isn't ready yet.

The Uranium story runs and runs. If the 90 Day Working Group don't issue some form of quota, how will the US Uranium Producers and Developers fare? We discuss Gold, Copper and Uranium. We talk about Energy Fuels. What would you do with White Messa? Mickey Fulp talks about America. President Trump's ups and downs in the market. Will the tariff war with China be ultimately bad for business?

He gives us his investment hacks for identifying the right commodities and the right companies. Gold miners are doing well because the 6yr high in gold spot price. What are the cyclical events to look for? What is the timing? What do the companies need to have? What does the mining asset need to look like and what are the characteristics? Every considered Royalty companies? This is a particularly interesting section for investors.

Rare Earth companies will also struggle. Invest in the processing businesses... Hope you enjoyed this 'Letter From America'.

www.themercenarygeologist.com

Make smarter investment decisions, subscribe here: https://www.cruxinvestor.com

For FREE unbiased investment information, follow us on Twitter and LinkedIn:

https://twitter.com/cruxinvestor

https://www.linkedin.com/company/crux-investor/

Take advantage, hear it here first: https://www.youtube.com/CRUXinvestor

Interview with Mike Alkin of Sachem Cove Partners. Uranium investors are a very passionate crowd but sometimes focus too much on outcomes and not fundamentals. The Uranium price needs to go to $70. Can Uranium go higher? Sure. Does it need to? No.

Something here for new investors to uranium as Mike explains the back story to Uranium. But also for uranium investors who have been in this story for the last two years, Mike explains why and where the fundamentals have got better. If you hold uranium stocks this is a very comforting conversation.

We also discuss whether Energy Fuels and UR Energy should have submitted the Section 232 Petition. Would 'price discovery' have occurred? Where would the uranium market be now without it? He tells us about his discussions with the US Department of Commerce. We ask him where he sits on the issue of subsidies for US nuclear reactors. Will there be relief? What is going to happen with the Presidential 90 Day Working Group? Are the utilities conflicted and are there too many issues to resolve in such a short space of time?

Investment hacks - You need to buy a 'Bullshit-ometer'. Desperate companies need to survive. They play the pound in the ground game. And that sometimes make the numbers change. How important is the jurisdiction? And you have to ask how this uranium cycle plays out. How important is the US? How much of your portfolio would you bet on one company?

We discuss:Section 232 decision90 Day Working Group and their RemitCameco's Conference CallSupply and Demand Gap Investment Hacks

Make smarter investment decisions, subscribe here: https://www.cruxinvestor.com

For FREE unbiased investment information, follow us on Twitter and LinkedIn:

https://twitter.com/cruxinvestor

https://www.linkedin.com/company/crux-investor/

Take advantage, hear it here first: https://www.youtube.com/CRUXinvestor

Interview with Peter Reeve, Executive Chairman of Uranium Explorer, Aura Energy (ASX:AEE) and on (AIM: AURA). Peter Reeve worked with Robert Friedland at Ivanhoe. He explains the thinking behind their uranium and vanadium strategy and how they intend to deliver growth for shareholders. They have a team with big company experience but now find themselves starting up a junior miner, specialising in uranium and vanadium. We ask Peter Reeve if he and his team have the relevant experience to do so. Have they got the ability to raise capital in this market. Do they have knowledge of how to market themselves to enhance the liquidity and volume of trading? Do they have specific uranium and vanadium mining experience? And how are they remunerated? This is a tough environment for both these commodities, so what does this management team think they need to do to circumvent the obstacles in their way? Find out in this hard hitting interview.

Aura Energy has three assets in two countries. Tiris is a uranium play in Mauritania. Aura energy has just released a DFS which suggests that this is low capex low opex project capable of generating nearly £1M pa of free cashflow, assuming licences & permits are granted and no holdups. Potential for a farm in? It is currently a small project as Aura Energy has decided to get in to production early rather than develop out the Resource. They believe that the cashflow from this asset will allow them to fund most of the exploration for their second asset in Sweden which is a Vanadium project. The third asset is a very early stage Gold & Battery Metals project.

Haggen Project in Sweden has the potential to be large but as yet not a lot of drilling has occurred. Previous owners had spent £20M but unsure as to what it was spent on. Aura Energy is talking the usual vanadium explorer/developer game of Vanadium Redox Flow Batteries (VRFB) but that is far from reality. They indicated that they are in discussion with a battery manufacturer. We don't know the nature of this conversation given this is an exploration play. A scoping study is due in late August.

One large concern is the CEO's remuneration which is out of kilter with a junior miner of this size and stage. In our opinion this should be target driven and rewarded against set deliverables.

They have appointed SP Angel who will be providing a coverage note soon. We wait to see what this Paid for Research looks like and what they choose focus on. Truly independent research does not exist for retail and brokers cannot afford to provide it.

Being able to producing Yellowcake is a great academic exercise. But what we want to understand is at what point are you able to do so economically? Too many factors that are not in this companies control to be able to answer. We find out what they have to say though.

Company page: http://www.auraenergy.com.au/

Make smarter investment decisions, subscribe here: https://www.cruxinvestor.com

For FREE unbiased investment information, follow us on Twitter and LinkedIn:

https://twitter.com/cruxinvestor

https://www.linkedin.com/company/crux-investor/

Take advantage, hear it here first: https://www.youtube.com/CRUXinvestor

Interview with Mark Chalmers, CEO of Energy Fuels UUUU

Mark discusses Section 232 and how the Presidential Memorandum has been received the Uranium Market. Speculation is abound as to what the The 90 day Working Group has been asked to do and what all the possible outcomes will be. Some say Section 232 is not dead for the US Uranium companies. Others say that this has led to a much bigger discussion for Nuclear Fuel Industry as a whole. The Memorandum says it is to look at Nuclear Fuel Production. What is clear is that despite the continued uncertainty for fuel buyers and uranium companies, everyone is claiming it as a win, albeit one which leaves sour taste in the mouth. Mark Chalmers has no regrets.

And what exactly will be decided in 90 days? It took over 12 months to respond to the Section 232 petition. Will US uranium production be used only for Department of Defence needs? And what does "domestic uranium production concerns to be addressed" mean?

Just how annoyed are the utility companies with Energy Fuels. Will they be punished? Plus just how many friends do Mark and Amir have left in the Uranium community for submitting the Section 232 petition and paralysing the contract market?Is Energy Fuels prepared? Does it have enough cash? And will it use the White Mesa Mill to bend others to its will?

The good news is that the macro story is strong. And perhaps the outcome of 232 and the 90 Day Working Group don't matter. Let's see what Mark Chalmers has to say.

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

Make smarter investment decisions, subscribe here: https://www.cruxinvestor.com

For FREE unbiased investment information, follow us on Twitter and LinkedIn:

https://twitter.com/cruxinvestor

https://www.linkedin.com/company/crux-investor/

Take advantage, hear it here first: https://www.youtube.com/CRUXinvestor