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    • Zak Mir talks to Fulcrum Metals CEO on reprocessing strategy and TR1 activity

      Zak Mir talks to Fulcrum Metals CEO on reprocessing strategy and TR1 activity
      Feb 6 2026
      In this interview, Zak Mir speaks with Fulcrum Metals CEO Ryan Mee about the company’s progress in reprocessing a legacy gold mine in Canada, recent TR1 filings showing increased investor activity, and what lies ahead for the company.Fulcrum has boosted gold recovery from around 59% to over 70%, now also recovering silver, using a zero-cyanide, zero-waste process with six-hour leach times. Recent drilling has lifted gold-equivalent grades by 8% to 0.7 g/t, supporting a mineral resource estimate expected in early 2026.Fulcrum Metals has quietly been reshaping its story: moving from a conventional explorer to a technology‑led developer focused on recovering gold and critical minerals from historic tailings. Recent test results, shareholder activity and a tightening register have put the company on the map. Here’s what matters and why this transition could be significant for the company and the wider mining sector.Mining Indaba in Cape Town - from Feb 9–12.Fulcrum Metals’ senior management will be in Cape Town from February 9–12 for the Mining Indaba conference. If you’d like to meet and learn more about our environmentally friendly tailings reprocessing strategy, please get in touch.Why the pivot to tailings mattersTailings projects tap previously mined material rather than digging new pits. That has three immediate advantages: Lower environmental footprint — using existing material reduces disturbance and can avoid new land clearances. Faster access to ounces — infrastructure and mineral concentrations are already known, which shortens timelines. Opportunity to recover multiple metals — tailings often contain not only gold but also silver and critical elements that were not recovered economically in the past. The Extrakt technology: cleaner, simpler, scalableFulcrum has partnered with a proprietary process referred to as Extrakt. The core claims are simple but powerful: a single process that is zero cyanide and zero waste, capable of recovering gold alongside valuable co‑products such as tellurium, gallium and silver. Located in Kirkland Lake, Ontario, Canada.Part of the Teck-Hughes historic gold mine.Milled circa 9.6 million tonnes of ore and produced circa 3.7 million ounces of gold between 1917 and 1968.Project consists of 7 mining claims over 112 hectaresWorking with Extrakt to use its technology to sustainability extract gold from the Teck-Hughes' tailings. Early bench testing delivered initial gold recoveries around 59%. More recent Phase 3 testwork has produced results in excess of 70% for both gold and silver, with further optimisation underway. In addition, extended leach testing is targeting critical minerals such as tellurium and gallium — potentially transforming the economics by increasing the project’s gold‑equivalent grade.Phase 3 and the rise of co‑productsPhase 3 is the pivotal study for Fulcrum. The company has already flagged preliminary Phase 3 results and expects further announcements in the near term. Key takeaways: Higher recoveries — movement from ~59% to +70% indicates the process is maturing. Co‑product potential — tellurium, gallium and silver could materially boost gold‑equivalent grades and project NPV. Zero cyanide, zero waste — if the claims hold at scale, this could be a disruptive environmental and permitting advantage. Market response and share register dynamicsThe market has noticed the progress. Share price momentum pushed the company near one‑year highs and produced notable insider and institutional activity. Several TR1 filings showed increases from investors including Metals One, Nick Nugent and Ian Bagnell, amounting to just over 26% combined. Directors retain roughly 19% of the register, tightening ownership and aligning incentives.At the time of reporting, the stock was up about 30.51% year‑to‑date, with a market capitalisation of around £11.09m. That performance suggests growing investor appetite for technology‑driven, lower‑impact resource plays.Valuation perspective and upside potentialThe company’s projects host an estimated 200,000 ounces of gold. Using a bullish gold price reference quoted by management (~US$5,000/oz at the time), the in‑situ metal value can look large on paper. That said, there are important caveats:Resource estimates need to be converted into economic reserves.Process performance at bench scale must be proven in pilot and commercial operations.Recovery of co‑products and their marketability will materially influence economics. In short: the combination of a credible resource base plus a potentially disruptive extraction method creates meaningful upside if the technology scales and regulatory, permitting and commercial hurdles are cleared.What to watch next Phase 3 final results — confirmation of sustained >70% recoveries and consistent co‑product yields. Pilot test plans — announcement of pilot or demonstration plant timelines and budgets. Commercial agreements — ...
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      6 min
    • Zak Mir in conversation with Howard White, Chairman of Hydrogen Utopia

      Zak Mir in conversation with Howard White, Chairman of Hydrogen Utopia
      Jan 28 2026
      Zak Mir caught up with Howard White, Chairman of Hydrogen Utopia, to discuss the company’s strategy and progress in the fast-evolving hydrogen and clean energy space.The company pioneering leader in converting non-recyclable mixed waste plastics, tyres, and hazardous waste materials into hydrogen and carbon-free fuels, announces the signing of a Memorandum of Understanding (“MOU”) with Saudi Investment Recycling Company (“SIRC”), a wholly owned subsidiary of the Public Investment Fund of the Kingdom of Saudi Arabia.A practical route from waste plastics to sustainable aviation fuelHydrogen Utopia has taken a major step forward with a signed Memorandum of Understanding with the Saudi Investment Recycling Company (SIRC), a wholly owned subsidiary of the Kingdom of Saudi Arabia's Public Investment Fund. The agreement frames a clear industrial pathway: convert non-recyclable mixed waste plastics, tyres and hazardous wastes into syngas, turn that syngas into hydrogen, and then use a Fischer-Tropsch route to produce sustainable aviation fuel (SAF).Why this mattersSeveral factors make this announcement strategically important. First, the technology that Hydrogen Utopia deploys is already commercial at scale in the United States and elsewhere, removing the usual "pilot" uncertainty. Second, the supply chain in Saudi Arabia and the backing of state investment structures create a rapid route to large-scale deployment. Third, SAF is set to be in structural shortage for years as regulations and airline decarbonisation commitments push demand far ahead of current supply.There will be a shortage of SAF for the next 20 or 30 years. How the process worksThe core steps are straightforward: Feedstock: non-recyclable mixed plastics, tyres, hazardous wastes and potentially landfill-mined material. Thermal conversion: Hydrogen Utopia’s melter system produces a very clean syngas stream. Hydrogen production: the syngas is used to extract hydrogen and a carbon monoxide stream suitable for downstream synthesis. Fischer-Tropsch synthesis: CO and hydrogen are converted into long-chain hydrocarbons which are upgraded to kerosene-grade SAF. A critical technical advantage is the exceptionally clean syngas produced by the melter. Cleaner gas reduces catalyst contamination in the Fischer-Tropsch process, which is a 70-year proven pathway to synthetic fuels and a preferred industrial route for high-quality SAF.Saudi support and Vision 2030 alignmentThe project sits squarely within Saudi Arabia’s Vision 2030 ambitions: reducing waste, building new domestic industries and diversifying the economy. The level of enthusiasm reported from government ministries, local supply chain partners and state investment vehicles stands in contrast to the slower, more cautious approach seen in many European markets.Hydrogen Utopia emphasises that Saudi stakeholders are motivated not only by commercial returns but by national development goals. That outlook has translated into rapid progression from initial discussions to a greenlight for project development by the Public Investment Fund.Commercial and financial outlookThe project team is building a business model during Ramadan with an expected internal rate of return close to 20% once finalised. Funding interest appears strong: in addition to PIF/SIRC engagement, multiple family offices and other agencies have signalled readiness to contribute to an estimated project capital requirement in the hundreds of millions of dollars.SAF typically carries a significant premium to conventional Jet A1 because of constrained supply and rising regulatory demand. Hydrogen Utopia targets a competitive production cost with a headline figure in the region of $200 per barrel, which would place the output among the cheaper SAF options globally.Scale, locations and feedstock securityPractical deployment options are flexible. The chairman highlighted potential sites such as Jubail, which has suitable infrastructure. Importantly, feedstock is abundant: municipal waste streams, tyres, and legacy landfills can be tapped. Saudi authorities have even discussed the possibility of landfill mining to supply material, which would both unlock feedstock and remediate old disposal sites.The technology does not require brand-new, high-specification industrial customers. That means the solution can be exported and deployed across a wide range of countries, including developing markets that need affordable, fundable projects. The combination of a strong project IRR and state backing makes third-party financing more straightforward.Market access and offtakeOfftake discussions are already feasible: PIF owns aircraft leasing and airline interests that could naturally absorb SAF volumes. Meanwhile, global aviation mandates are rising, with regulators in the EU, UK and elsewhere moving to require increasing shares of SAF in jet fuel. That regulatory tailwind is a major driver for long-term demand and supports the project’s ...
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      14 min
    • Zak Mir talks Ajax Resources with CEO Ippolito Cattaneo

      Zak Mir talks Ajax Resources with CEO Ippolito Cattaneo
      Jan 23 2026

      Zak Mir talks to Ippolito Cattaneo, CEO of Ajax Resources, in the wake of the high-profile appointment of Elton L.S. Pereira, M.Sc., as Senior Geological Consultant, Brazil. They also discuss the value in the company’s burgeoning portfolio as gold approaches $5,000 an ounce.

      Ajax Resources PLC has appointed Elton L.S. Pereira as Senior Geological Consultant for Brazil, with the appointment set to take effect on completion of the acquisition of the Pereira Velho Gold Project, expected around 30 January 2026.

      Pereira, who led the original discovery of the project, brings more than 30 years of international exploration experience. He played a key role in defining an initial internal resource estimate of approximately 110,000 ounces of gold, based on drilling across just one-fifth of the project area.

      Following completion of the acquisition, Ajax plans to launch a new drilling programme of around 3,000 metres, targeting an initial resource of 350,000 ounces of gold. Management believes the project offers significant upside, with broader exploration potential of up to one million ounces as work progresses.

      or further information:

      Ajax Resources PlcIppolito Ingo Cattaneo, Chief Executive Officer | Tel: + 44 (0) 208 146 6345
      info@ajaxresources.com
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      9 min
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