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14 Company Interviews From This Week – Here Are The Notes

Cory
August 31, 2025

This weekโ€™s updates featured gold, silver, uranium, royalties, graphene, and more. From major feasibility studies and financings to drill campaigns and royalty growth, here are the highlights.

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Rackla Metals ($RAK.V) โ€“ Expanded Drill Program at Grad Property

  • Visual results driving confidence in the Northwest Territories.

  • Expanded program set to test new targets across the property.

  • Key focus on growth potential in a highly prospective belt.
    ๐Ÿ‘‰ Listen to the full interview

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Cosa Resources ($COSA.V) โ€“ 2km Strike at Murphy Lake North Uranium

  • Summer drilling outlines graphitic faulting with alteration.

  • 2 kilometers of strike length defined along Cyclone Trend.

  • Building momentum in the Athabasca Basin.
    ๐Ÿ‘‰ Full interview here

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Vista Gold ($VGZ) โ€“ Feasibility Study on 10.6M Ounces at Mt Todd

  • Updated optimized study on Australiaโ€™s largest undeveloped gold project.

  • Key takeaways on project economics and next steps.

  • Positioning for a potential development push.
    ๐Ÿ‘‰ Listen here

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District Metals ($DMX.V) โ€“ Uranium Moratorium Ending, Boliden JV Impact

  • Swedish uranium moratorium possibly lifted.

  • Market reaction with share price surge.

  • Boliden JV ending adds another layer of optionality.
    ๐Ÿ‘‰ Full discussion here

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Metalla Royalty & Streaming ($MTA.V) โ€“ Q2 Results and Growth Outlook

  • Quarterly performance review and financials.

  • Long-term strategy for portfolio expansion.

  • Key drivers for future growth.
    ๐Ÿ‘‰ Listen here

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Elemental Altus Royalties ($ELE.V) โ€“ Q2 Financials and Updates

  • Solid financial results and cash flow position.

  • Updates on key partner projects.

  • Outlook on future royalty acquisitions.
    ๐Ÿ‘‰ Full interview

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Dryden Gold ($DRY.V) โ€“ Exploration Update from Gold Rock Camp

  • Ongoing exploration with strong visual results.

  • Targeting new discoveries across multiple zones.

  • Comprehensive review of drilling progress.
    ๐Ÿ‘‰ Interview here

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Santacruz Silver ($SCZ.V) โ€“ Record Q2 2025 Financials

  • Standout financial quarter across Mexico and Bolivia.

  • Strong production and cash flow results.

  • Full review of operations and growth potential.
    ๐Ÿ‘‰ Full discussion

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Valkea Resources ($OZ.V) โ€“ Fall Drilling at Paana (Koivu Zone)

  • Drill program underway at the Paana project in Finland.

  • Focus on the promising Koivu zone.

  • Building on strong results from last year.
    ๐Ÿ‘‰ Interview here

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Graphene Manufacturing Group ($GMG.V) โ€“ Q&A with CEO Craig Nichol

  • Deep dive into graphene batteries, Thermal-XR, and lubricants.

  • Production updates and market context.

  • Addressing investor questions directly.
    ๐Ÿ‘‰ Listen here

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Omai Gold Mines ($OMG.V) โ€“ 6.5Moz Resource Estimate

  • Updated resource across Wenot and Gilt Creek.

  • 6.5 million ounces across categories.

  • Strong growth story emerging in Guyana.
    ๐Ÿ‘‰ Full interview

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Firefox Gold ($FFOX.V) โ€“ Biggest Financing & Drill Program in Finland

  • Completed largest financing in company history.

  • Launching biggest-ever drill program at Mustajรคrvi.

  • Positioned for growth in the Lapland belt.
    ๐Ÿ‘‰ Interview here

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Heliostar Metals ($HSTR.V) โ€“ Launches Biggest Drill Program Ever

  • Record-setting drill program across Mexican and Canadian assets.

  • Initial Ana Paula results released.

  • Growth backed by cash flow from operations.
    ๐Ÿ‘‰ Full interview

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K2 Gold ($KTO.V) โ€“ Mojave Project Permit Update

  • Final comment period closed for Mojave project.

  • Advancing toward drilling after multi-year wait.

  • Key milestone for the California-based asset.
    ๐Ÿ‘‰ Listen here

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Have questions for the companies we interview, or want to suggest a company for us to feature? Email us at Fleck@kereport.com or Shad@kereport.com.

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Discussion
14 Comments
    Aug 31, 2025 31:29 AM

    HydroGraph’s Education Tsar: DT

    https://www.youtube.com/watch?v=0T3AVnyXM1c

    Reply
    Aug 31, 2025 31:47 PM

    From the Archives: Five Copper Juniors

    John Rubino – Substack – Aug 29, 2025

    https://rubino.substack.com/p/from-the-archives-five-copper-juniors

    Reply
    22 hours ago

    Hi Bonzo, are you up for “The Big Swing”!!! DT๐Ÿคฃ๐Ÿซต๐Ÿ‘

    Reply
    22 hours ago

    I am looking at some uranium stocks, my three choices are DML,NXE, and EFR, and maybe UEC. I have to check through Ex’s articles to get some sound DD, but I have narrowed my choice down to these three + 1 for now. DT

    Reply
      16 hours ago

      With you on all 4

      Reply
      11 hours ago

      Hi there DT. I own NexGen, Uranium Fuels, and UEC from the ones you mentioned, but don’t have a position in District Metals (but like Garrett a lot as the CEO).

      I also currently have positions in Ur-Energy, enCore Energy, and Denison Mines.

      I’m considering getting back into Uranium Royalty Corp and IsoEnergy on sector pullbacks.

      For earlier stage explorers I still like what the teams at Cosa and Baselode (name change coming to Geiger Energy in about a month) are working on, but neither has actually hit elevated uranium at the unconformity yet, but both are into alteration zones and unconformity style mineralization…. so they are getting closer to compelling targets.

      Reply
        9 hours ago

        Hey Ex, thanks for the feedback, it is always interesting to here what is happening in your stocks and now especially in the uranium market. I believe we could see some price action to the upside after The South Koreans floated that ask to buy a large supply. The market in uranium is tightening up and the gold market is melting up as you appropriately pointed out in your latest missive.

        I can feel the precious metal bull coming on in my bones, oh those damn bones. Life sure can be a drag on the long weekends waiting for the market to open on Tuesday morning. Life is all about waiting, waiting for women, waiting for beer, waiting for the markets, LOL! Does the waiting ever stop. DT ๐Ÿคฃ

        Reply
    15 hours ago

    Big day………… silver @ $40.55……………. Labor Day…….. ๐Ÿ™‚

    Reply
      11 hours ago

      It’s a bit of a bummer that markets are closed today with metals moving to even higher levels.

      Silver futures are at $41.48 and Gold futures are at $3,543.

      PM stocks would have run bigly if the markets had been open today…

      Reply
      9 hours ago

      โ€œHappy Labor Day”! OOTB! DT

      Reply
    BDC
    10 hours ago

    https://www.tradingview.com/x/47Qs8uWa/
    Ethereum : Now Drifting Down
    (Open 24/7/365)

    Reply
    BDC
    10 hours ago

    https://www.tradingview.com/x/xllj93Tz/
    GOLD : Nearly Goodbye Mr. Gartley!

    Reply
    BDC
    10 hours ago

    https://www.tradingview.com/x/TlrzWwhf/
    DOLLAR : Expander : 3-Body Winner?

    Reply
    8 hours ago

    Charlie Munger say’s “buy a solid straightforward business that anyone could run” and if that business has a great manager so much the better but the key is buying a simple business with a clear path forward. That is how I feel about HydroGraph. DT

    Reply

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