Crux Investor

💡 Is Newcore Gold flying under the radar? With 1.72Moz in declared resources and a valuation of just US$98M, @newcoreGold ’s Enchi project in Ghana may look cheap - but what’s really behind the numbers? Crux Investor dissects the assumptions, strips out the fluff, and builds a…

Purepoint Uranium (TSXV:PTU) - High-Grade Uranium Found with IsoEnergy JV youtu.be/6Q3jkFLOSx4?si… via @YouTube @CruxInvestor @PurepointU3O8 #uranium

🚢 Foreign competitors face 3-4x longer shipping times while @AtlasSalt sits 3km from deep-water port access to major North American markets. With no new NA salt mines built in 25+ years. $SALT 's geography is a competitive moat More Details 🎧 share.transistor.fm/s/b6b4e18e

The Investment Thesis for Silver ▪️Current market conditions present a compelling case for strategic #silver allocation across multiple dimensions. Macro alignment through falling real yields and dollar weakness removes traditional barriers to precious metals appreciation while…

🎪 Surface Metals - a sub $5M company potentially unlock million+ oz gold deposit while sitting on 300k tons lithium 🎭 CEO targeting early 2026 drilling - mark your calendars 📅 Get more details 👇 cruxinvestor.com/companies/acme…

Listen to the latest update of “Copper Bottomed” by Fitzroy Minerals CEO, Merlin Marr-Johnson. Episode Focus: Copper is poised for a bull run; which companies will benefit and fail? “Irreversible electrification meets constrained supply. Quality assets in established…

📊 Tin market = only 2% size of copper market Tin = 95% less abundant in earth's crust than copper 🌍 Yet @elementostin 's single project will produce ~1% of global tin supply. That's market-moving scale in a tiny, critical market Watch 📺 cruxinvestor.com/posts/elemento…

🏴‍☠️ Surface Metals just scored a Nevada gold project that Newmont & Kinross walked away from when gold was $300/oz... it's now $3,300+ 🤯 Sometimes the best opportunities are hiding in plain sight 💰 Full Insights 👇 share.transistor.fm/s/3b4cdd8f

💡 Three ways to profit from mining consolidation: 1. Target royalty companies below M&A comps 2. Management teams with deal experience 3. Position before development milestones hit. As supply chains breaks down, mining consolidation accelerate faster share.transistor.fm/s/2964b2c2

⚡️ Electric Royalties = the ONLY pure-play battery metals royalty company 43 royalties across: 🔋 Lithium 🔌 Copper 🧲 Rare earths ⚡️ Manganese While others chase crowded gold space, @ELECroyalties owns the future Get more details 👇 cruxinvestor.com/companies/elec…

Yellow Cake's strategic agreement with Kazatomprom provides significant competitive advantages in uranium acquisition. The arrangement allows #YCA to purchase up to $100 million annually at spot prices through 2027. share.transistor.fm/s/6c47bbf2

I've added to $GLAD.v on this week's low-volume pull back. ~30,000 meters of drilling underway with NI 43-101 resource to follow right after. @MattGordonUK of @CruxInvestor did an excellent interview with @GladiatorMetals 👇 youtube.com/watch?v=Yp59ar… $GLAD $GDTRF #Copper

URANIUM & NUCLEAR NIBBLES ▪️Uranium sector demonstrates exceptional operational performance with established producers achieving superior economics through advanced analytical techniques and production excellence, while exploration companies achieve systematic discovery success…

SILVER STRATEGIES ▪️Capital access has improved significantly, with @VizslaSilver and Endeavour Silver successfully raising over $100 million each and seeing expanded US investor participation, indicating renewed institutional interest in silver equities. ▪️Silver is…

OIL & GAS UPDATE ▪️US upstream oil & gas dealmaking fell 60% in H1 2025 to $30.5 billion, driven by commodity price volatility and market uncertainty, with oil prices swinging from $57 to $75 per barrel in Q2/25. ▪️Global oil supply is expected to outpace demand through 2030,…

Is your company on the list? cruxinvestor.com/posts/copper-c…

@CruxInvestor provides commentary on the gold outlook and the opportunity provided by Serabi Gold and the wider sector. cruxinvestor.com/posts/the-half… #SRB #Mining

Preserved volcanic caldera = untouched silver veins extending 540m deep 🌋 @KootenaySilver thinks district-scale potential for Columba Silver Project reporting 54M oz at 284 g/t Listen Full Details 🎧 share.transistor.fm/s/6c44d4b6

My gift 🎁 to you today! $ptu $ptuuf $iso $isou @PurepointU3O8 #Uranium (TSXV:PTU) - High-Grade Uranium Found with @IsoEnergyLtd JV 👀 📺 👇 youtu.be/6Q3jkFLOSx4?si… via @YouTube @CruxInvestor

💰 $270M AUD NPV, 26% IRR, 2.5yr payback at CONSERVATIVE $30K tin pricing Current tin prices? $33K+ 📈 With 74% recovery rates and 12-year mine life, @ElementosTin 's Oropesa project delivers serious economics in a supply-starved market Listen in 🎧 share.transistor.fm/s/eba4306c

Straya!