Joining the podcast today is Mike Schwarz, Managing Director of iTech Minerals Limited (ASX:ITM). Mike will be speaking about iTech’s strategy in advancing its portfolio of critical minerals projects, including recent high-grade antimony discoveries at the Reynolds Range in the Northern Territory, and how these fit into the company’s broader vision of supplying the battery and critical minerals sector.

Questions Asked;

Company & Strategy

1. Can you give our listeners an overview of iTech Minerals and its focus on developing projects for the critical minerals sector?

Projects & Market Dynamics

2. Could you walk us through your key projects, particularly the Reynolds Range Project, and explain what you believe makes them stand out?

3. There is definitely a growing focus on critical minerals globally. How do you see current market dynamics around antimony, graphite, and other critical minerals shaping opportunities for iTech?

Reynolds Range Announcement (Document Focus)

4. The Reynolds Range Project has traditionally been looked at for it's Copper and Gold potential. But the recent announcement highlighted antimony grades up to 30.6% Sb alongside gold values as high as 24 g/t. How significant are these results in the broader context of the Reynolds Range Project?

5. The release noted that many historical drill holes were not assayed for antimony. Is this changing your exploration approach, and what opportunity does this open up for iTech?

6. iTech has also had geophysics crews in the field over the past couple of months - what have you been hoping to achieve with that and how are the results looking so far?

7. You mentioned drilling approvals are underway with heritage clearances already received. Can you expand on the upcoming drilling program, including timing, targets, and what you’ll be testing for?

Eyre Peninsula Graphite Project

8. While iTechs focus has definitely been on the Northern Territory, the company also has an advanced Graphite Project in South Australia. How is the metallurgy and the discussions with offtake partners progressing? What’s the latest?

Financial & Collaboration

9. iTech seems to me to be in a fairly strong financial position to fund the next stage of exploration at the Reynolds Range Project - and you also have the deal with SQM still to come in. How is the company positioned overall?

10. iTech has a strong track record of collaborating with research partners and government agencies. What collaborations do you have at ongoing the moment? And what new opportunities do you see for iTech to work with government, research institutions, or industry partners as critical minerals supply chains develop?

Looking Ahead

11. What are the key milestones investors and stakeholders should be watching for in the coming months?

12. Finally, what does success look like for iTech Minerals over the next 3–5 years?

Copper Search (ASX: CUS) is evolving fast, and Managing Director Duncan Chessell joins us on the podcast to walk through the company’s expanding exploration strategy across South Australia and New South Wales.

In this episode, Duncan covers: 🎯 How Copper Search moved from a single-project focus to a multi-asset strategy 🔄 The rationale behind its “multi-target pipeline” aimed at driving newsflow and liquidity 🧠 The value of a highly credentialed advisory team in identifying and advancing new opportunities 🌊 Heavy Mineral Sands potential at the Peake Project and the global relevance of titanium and zircon 🗺️ Early insights into the newly staked Theseus Project and nearby Byrock Cu-Au system in NSW 🚀 Key catalysts across Peake, Theseus and Byrock in the quarters ahead

“We are building a diversified portfolio that gives us optionality, upside and steady momentum. The market is starting to recognise the value in that.”

This conversation offers a full strategic lens on how Copper Search is navigating exploration risk, building long-term value and targeting global-scale opportunities.

🎧 Listen now to hear how CUS is positioning itself in a tightening global market for critical and industrial minerals.

#ASX #Copper #HeavyMineralSands #Zircon #Titanium #MiningExploration #CopperSearch #CriticalMinerals #ResourcesSector #JuniorMining #Byrock #EromangaBasin #SouthAustralia #NSWExploration #MineralExploration #MiningIndustry #AustralianMining #Geology

On today’s episode, we’re joined by Dr Mike Jones, Managing Director of Impact Minerals, to unpack the results of the recently released Pre-Feasibility Study for the company’s Lake Hope High Purity Alumina Project in Western Australia. With a post-tax NPV of over $1.1 billion and the potential to become one of the lowest-cost HPA producers globally, Lake Hope is shaping up to be a globally significant project. Mike walks us through what makes the project so compelling, how the flowsheet works, and why the integration of HiPurA downstream technology could be a game changer for early-stage production and scalability. We also dive into the environmental, community, and infrastructure foundations that support the long-term viability of the project.

🎧 Podcast Questions

Mike, congratulations on the completion of the Lake Hope PFS. Can you start by giving us the headline numbers and why this study is such a key milestone for Impact Minerals?

Let’s talk about the orebody itself. What are the physical and chemical characteristics of the Lake Hope deposit that allow for such a low-cost production profile?

The flowsheet outlined in the PFS uses a low-temperature leach process that is now patented. Can you explain how this works and the role it plays in your cost and environmental advantages?

There’s also mention of a by-product, sulphate of potash. What is the potential upside from SOP, and how might it influence the economics going forward?

You’ve just elected to move to 80 percent ownership of Playa One, which includes the Lake Hope project and IP. What does this mean for your strategic control and the next phase of development?

The integration of the HiPurA downstream processing technology seems to be a pivotal step in your broader strategy. Can you tell us how this complements Lake Hope and what advantages it brings?

Environmental and heritage considerations are front of mind for any new project. How is Impact engaging with the Ngadju people and managing the environmental approvals process?

Finally, what are the next major milestones for the project and for investors to keep an eye on as you transition from PFS into the Definitive Feasibility phase?

Joining the podcast today is Cliff Fitzhenry, Technical Consultant at DY6 Metals, ASX:DY6. Cliff will be walking us through the recently announced exploration results from the Central Rutile Project in Cameroon, what these early signs mean geologically, and what’s next as the company ramps up its work across the tenement package.

Cliff, let’s start with the big picture. What are the key outcomes from DY6’s reconnaissance work at the Central Rutile Project?

You’ve now observed natural rutile across all five tenements. How significant is this in confirming your exploration model?

The report mentions both alluvial and eluvial rutile sources. For listeners unfamiliar with those terms, can you break down what they are and why that matters?

You’ve used auger drilling, grab samples, stream sediment sampling, and road cutting channel work — what did each technique help uncover?

We saw references to visible rutile nuggets up to 2cm+ — what does that indicate about potential grade or scale of mineralisation?

You’ve emphasised this is visual and that assays will follow. What can we expect from the lab results, and how will they guide the next stage?

How does the underlying geology — things like kyanite-bearing mica schist and deep in-situ weathering — support this being a tier-one target?

How does this early success compare to your expectations going in? Were there any surprises during this phase?

You also mentioned the Douala Basin HMS Project in the update. What’s the current status there and how does it fit into DY6’s broader strategy?

And finally, Cliff, what comes next on the ground? Can you walk us through the planned soil sampling and large-scale auger drilling program?

Joining the podcast today is Ross Love, Chairman and CEO of Structural Monitoring Systems, ASX code SMN. The company has undergone a significant transformation in recent months, including a major restructure, a successful $8 million capital raise, and growing commercial momentum across its three core divisions. In this episode, Ross outlines how SMN’s high-margin avionics business, now supported by USFS approval, is delivering strong results, while also sharing progress on the long-anticipated FAA certification for the company’s CVM technology. He also discusses broader market opportunities, expanding global demand for aerial firefighting equipment, and the strategic roadmap for delivering long-term shareholder value.

Joining the podcast today is Gervaise Heddle, Chairman of Buxton Resources (ASX:BUX). Gervaise will talk about the company’s latest announcement on its Centurion project, the growing interest in copper exploration in Arizona, and the strategic significance of the Copper Wolf project within Buxton’s broader portfolio.

Questions:

There is a lot of activity at the moment in Arizona on Copper which bodes well for Buxtons Copper Wolf project which we will get to in a bit but 1st you’ve just published an announcement relating to Centurion, can you talk about that?

I mentioned earlier the activity in Arizona, which is where Buxtons Copper Wolf project is, how exciting is this news and what are your thoughts?

Can you share a bit more detail about Copperwolf and the increased significance it has for the company?

I saw you at the conference last week in Sydney, how were discussion around the market sentiment and in particular, copper

Any final messages for current shareholders?

Joining the podcast today is Hugh Pilgrim, Executive Director of Zeus Resources (ASX:ZEU). Hugh will be speaking about the company’s strategic acquisition of the high-grade Casablanca Antimony Project in Morocco, Zeus’s broader critical minerals strategy, and how global market dynamics are positioning antimony as one of the most sought-after inputs in the clean energy and defence sectors.

Introduction to Company

For those who might be new to Zeus Resources, can you give us a brief overview of the company, your mission, and the type of mineral assets you’re focused on developing?

How does the recent acquisition of the Casablanca Antimony Project align with Zeus Resources’ broader strategy to deliver value from critical minerals?

Antimony has seen a significant surge in pricing and strategic importance. What’s driving this global demand, and how does Zeus plan to capitalise on this shift?

Given the tightening supply and geopolitical pressures around antimony, what kind of opportunity does Zeus see in becoming a new entrant in this market?

You’ve partnered with Ashgill Morocco for in-country support. How important is local expertise and stakeholder engagement in your international operations, particularly in Morocco?

With a market cap of around $4.5 million and over $2 million in cash, how is Zeus positioned financially to execute its short-term exploration and development plans?

Do you foresee partnerships, joint ventures, or strategic alliances playing a role in the development or processing of antimony outside of China?

Can you share the key milestones Zeus investors should be watching over the next 6–12 months, particularly around the Casablanca Project?

What does success look like for Zeus Resources over the next few years — both in terms of project outcomes and positioning in the global critical minerals sector?

Terrain Minerals (ASX:TMX) is advancing confidently following the announcement of a $2.535M capital raise to accelerate exploration across its WA and QLD portfolio. 🎧 In this podcast, Executive Director Justin Virgin shares how the company plans to deploy the funds and what shareholders can expect next.

We covered: 🎯 The details of the placement and rights issue 📈 Shareholder confidence and oversubscription 🪙 Funding priorities at Smokebush: Lightning, Monza & Wildflower 🧪 Progress at Larin’s Lane (gallium & REE) and Biloela (copper/gold) 📅 What to expect at the upcoming shareholder meeting 🚀 The company’s short- and mid-term success metrics

📍 Tune in for a deep dive into Terrain’s strategy, upcoming milestones, and the broader opportunity across its growing project pipeline.

#TerrainMinerals #ASXTMX #GoldExploration #CapitalRaising #Smokebush #Gallium #RareEarths #CopperGold #JuniorExploration #ASXResources #InvestorUpdate #MiningPodcast

Joining the podcast today is Darryl Cuzzubbo, Managing Director of Arafura Rare Earths (ASX:ARU), to share a comprehensive update on the Nolans Project and what lies ahead for one of Australia’s most strategic critical minerals developments.

In this episode, Darryl outlines the company’s single-point focus: progressing Nolans to a Final Investment Decision while building a foundation for long-term success in the global rare earths market.

🎙️ Topics we covered:

• 🧭 Introduction to Arafura Rare Earths and the strategic vision behind the Nolans Project
• 📈 Execution of a $200 million cornerstone investment by the National Reconstruction Fund
• 📦 Securing 66% of planned offtake, including a new agreement with Traxys Europe SA
• 🌍 The shifting geopolitical landscape, US-China trade tensions, and bifurcation in rare earth pricing
• 🏗️ Engineering progress, gas supply negotiations with Tamboran Resources, and updated project schedule
• 🌱 ESG commitment, net-zero pathway, and stakeholder engagement at national and international levels
• 💸 Equity and debt funding mix, cost management initiatives, and an extended financial runway
• 🚀 Arafura’s future vision: becoming a reliable Tier 1 supplier of NdPr for the global clean energy and defence sectors

Joining the podcast today is Dr Mike Jones, Managing Director of Impact Minerals (ASX: IPT). He’ll be talking us through the company’s strategic acquisition of HiPurA® technology, what it means for their path to HPA production, and how it aligns with the Lake Hope Project and global market demand.

Questions asked:

1. Introduction to the Company Can you give listeners a brief overview of Impact Minerals and the key focus areas of the business in 2025?
2. Strategy What is the overarching strategy behind acquiring a 50% stake in Alluminous and the HiPurA® technology?
3. Flagship Projects How does the HiPurA® acquisition complement your flagship Lake Hope HPA Project, and what does the dual-stream approach look like in practice?
4. Market Dynamics What are the key drivers behind the demand for High Purity Alumina, and how is Impact positioning itself to benefit from these trends?
5. Growth Opportunity How does this acquisition accelerate Impact’s path to commercialisation, and what sort of cost or time savings are you expecting?
6. Community Engagement With Lake Hope and now HiPurA, how is Impact working with local communities and research partners to advance its HPA goals?
7. Financial Position Can you talk about the financial structure of the Alluminous transaction and how Impact plans to fund upcoming activities?
8. Industry Collaboration What role do your North American investment partners and the CRC-P collaboration with Edith Cowan University play in scaling the HiPurA® process?
9. Upcoming Milestones What are the immediate priorities post-acquisition, and what key milestones should investors be watching over the
10. Vision of Success Looking ahead, what does success look like for Impact Minerals as you aim to become a vertically integrated HPA producer?