SmallCaps Podcast

In this video, Dawn Bitz, CEO of Adherium, discusses how their innovative respiratory remote patient monitoring (RPM) platform is revolutionising healthcare for patients with respiratory conditions. Adherium has developed smart-jacket sensors that enhance medication adherence, significantly improving patient outcomes and reducing hospitalisation costs. With impressive data from their collaboration with Intermountain Health, including a 235% improvement in adherence, Dawn shares key insights on how their technology is designed to benefit both patients and healthcare providers.

Join us as we break down the technology, the business strategy, and the future prospects of Adherium, targeting an ambitious growth in RPM patients by 2026. Whether you're an investor or just curious about healthcare innovations, this is a must-watch.

**Timestamps:**

00:00 Introduction to Dawn Bitz

00:12 Overview of Adherium's role in healthcare

00:42 The importance of medication adherence

01:30 The smart-jacket technology explained

02:00 How it works for patient data collection

02:30 Cost reductions through adherence

03:10 Key insights from the partnership with Intermountain Health

03:50 Future growth plans and targets for 2026

04:30 Closing thoughts and what’s next for Adherium

Stay tuned for more updates on how Adherium is making a real change in patient care. Don't forget to like, share, and subscribe for the latest in ASX small-cap news!

⚠️ IMPORTANT DISCLAIMER: This content is for educational and entertainment purposes only and should not be considered financial advice. All investments carry risk, including the potential loss of principal. Past performance does not guarantee future results. Always conduct your own research and consider seeking advice from a qualified financial advisor before making investment decisions. The creator may hold positions in securities discussed.

📌 Articles:

https://smallcaps.com.au/australian-market-follows-wall-street-down-market-wrap

https://smallcaps.com.au/adherium-partners-astrazeneca-hailie-smartinhaler-clinical-trial

https://smallcaps.com.au/adherium-hailie-smartinhaler-fda-approval-astrazeneca-devices

https://smallcaps.com.au/adherium-us-health-group-remote-medical-management-high-risk-respiratory-patients

https://smallcaps.com.au/adherium-receives-fda-grant-market-smartinhaler-us

🔎 More on Adherium:

https://smallcaps.com.au/stocks/asx-adr/

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Small Caps is Australia’s #1 site for market news & information on ASX-listed small cap companies.

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Colin McMillan, CEO of Golden Globe Resources (GGR.ASX), sits down with James Whelan from smallcaps.com.au for a straight ahead update on the ASX gold explorer. The chat covers Golden Globe’s flagship project Dooloo Creek in south-east Queensland, what’s changed since the last update, and how the team is approaching drilling with two rigs on site.

Two drill rigs are now turning at Dooloo Creek – a diamond rig and an advanced RC rig – accelerating the programme. Colin explains that the geology team and the board have refreshed the exploration model, testing a different set of targets across a 3 by 2 kilometre area rather than just the obvious outcrop. The result is a more targeted drilling programme and a push into new ground.

High grade rock chip samples have been a key driver for the programme, with consistent results across a wide area. Colin highlights why the rock chips may be pointing to a higher grade system at depth, and what that could mean for the next phase of drilling if the current results continue to trend positively.

If the drill results stay on track, the team will push ahead with more drilling and begin planning the next phase. The discussion also touches on current gold price sentiment for 2026, with Colin offering his view on where prices could head.

The video gives a candid, real time look at a junior gold explorer navigating a busy drilling programme and evolving models on the ground.

Timestamps

00:00 Intro with Colin McMillan and James Whelan

00:40 Golden Globe Resources at a glance

01:25 Dooloo Creek overview and why it matters

02:05 Drilling update – two rigs on site

02:50 Fresh geological modelling explained

03:40 Rock chip results and interpretation

04:25 What success means for the next phase

05:10 Gold price outlook for 2026

05:50 Wrap up and final takeaways

Want more updates like this? Subscribe and ring the bell for new videos. For more on Golden Globe Resources, visit the company website and follow GGR on ASX feeds for the latest drill results and milestones.

⚠️ IMPORTANT DISCLAIMER: This content is for educational and entertainment purposes only and should not be considered financial advice. All investments carry risk, including the potential loss of principal. Past performance does not guarantee future results. Always conduct your own research and consider seeking advice from a qualified financial advisor before making investment decisions. The creator may hold positions in securities discussed.

🔎 More on Golden Globe Resources:

https://smallcaps.com.au/stocks/asx-ggr/

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Small Caps is Australia’s #1 site for market news & information on ASX-listed small cap companies.

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Join InvestorPulse CIO and Portfolio Manager Mark Elzayed for a practical, no-nonsense monthly update on the market backdrop for ASX small-caps. In this session we unpack January’s global market performance, the shift toward hard assets and defensives, and what this means for portfolios in 2026. We cover the resilience of major markets, regional trends, and the case for gold, silver and other hard assets as hedges amid inflation and policy uncertainty. Expect clear views on central bank expectations, potential rate moves in Australia, and the implications for bonds, currencies and equity sectors. Closer to home, we analyse the ASX200’s January drift, highlighting sectors with upside in materials, Aussie industrials and energy, and how thoughtful stock picking can outperform broad sector bets. We share how InvestorPulse positions portfolios to manage risk and capture growth, including diversification, avoiding single-name risk, and rebalancing as conditions evolve. This is a thoughtful, data-driven update designed to help investors navigate 2026 with discipline and clarity.

Timestamps:

00:00 Intro and what to expect

00:52 Global market backdrop for January

01:29 Hard assets and defensives theme for 2026

02:31 Gold, silver and premiums explained

03:35 The complacency risk for retail investors

04:56 Central banks and policy expectations

05:40 RBA rate hike and domestic data

07:18 ASX200 January performance and February outlook

08:15 Stock picking vs sector investing

09:30 Diversification strategy and portfolio positioning

10:15 Gold miners undervalued opportunities

11:00 Earnings season and market drivers

11:23 Final thoughts and learn more

To stay ahead with InvestorPulse insights, subscribe and hit the bell for new videos. Check the links below for more information and how to contact the team.

⚠️ IMPORTANT DISCLAIMER: This content is for educational and entertainment purposes only and should not be considered financial advice. All investments carry risk, including the potential loss of principal. Past performance does not guarantee future results. Always conduct your own research and consider seeking advice from a qualified financial advisor before making investment decisions. The creator may hold positions in securities discussed.

🔎 More on InvestorPulse:

https://smallcaps.com.au/stocks/asx-/

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Small Caps is Australia’s #1 site for market news & information on ASX-listed small cap companies.

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Join James Whelan and Mark El-Zayed for InvestorPulse's monthly and quarterly market finger on the pulse. In this update they cover January's market dynamics—from global moves to a tilt towards hard assets and defensives—and what that means for the ASX200 and Australian small-cap exposure, plus where miners and cash-generative businesses might present opportunities in 2026. They discuss the drivers behind the gold rally (monetary regime changes, inflation and central bank demand), and how this affects your portfolio—when to top up or trim positions. The conversation also touches on central bank policy expectations, the evolving earnings season, and a disciplined approach to diversification and stock-picking to manage single-stock risk. If you’re seeking practical takeaways for Australian small-cap and materials exposure, this episode is for you. The insights come from InvestorPulse CIO Mark El-Zayed and James Whelan, Head of Distribution.

Timestamps

00:01 Introduction

01:20 Global markets snapshot and January colour

02:55 Bonds, hard assets and defensive themes

04:30 Gold rally drivers and miners undervalued opportunities

05:50 Commodities and ETFs positioning (gold/silver/copper)

07:10 ASX200 January wrap and February earnings outlook

08:50 Central banks and policy expectations

10:15 Stock selection, diversification and risk management

11:45 What to watch next and practical takeaways

To stay ahead with InvestorPulse insights and receive timely updates, subscribe to the channel and visit the InvestorPulse hub linked below for small-cap ideas, market commentary and portfolio ideas from James, Mark and the team.

⚠️ IMPORTANT DISCLAIMER: This content is for educational and entertainment purposes only and should not be considered financial advice. All investments carry risk, including the potential loss of principal. Past performance does not guarantee future results. Always conduct your own research and consider seeking advice from a qualified financial advisor before making investment decisions. The creator may hold positions in securities discussed.

🔎 More on InvestorPulse:

https://smallcaps.com.au/stocks/asx-/

⸻

Small Caps is Australia’s #1 site for market news & information on ASX-listed small cap companies.

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https://smallcaps.com.au/

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https://smallcaps.com.au/podcast/

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Join Small Caps Australia’s James Whelan as he speaks with Dr Mike Jones, Managing Director of Impact Minerals (ASX: IPT), about the Lake Hope High Purity Alumina (HPA) project. The discussion covers the low‑cost, low‑carbon processing route, the role of cutting‑edge membrane technology, and the potential potash by‑product that could significantly improve project economics. We also explore the HyPura integration, pilot plant progress, and key milestones that could reshape Western Australia’s critical minerals landscape.

⚠️ IMPORTANT DISCLAIMER: This content is for educational and entertainment purposes only and should not be considered financial advice. All investments carry risk, including the potential loss of principal. Past performance does not guarantee future results. Always conduct your own research and consider seeking advice from a qualified financial advisor before making investment decisions. The creator may hold positions in securities discussed.

📌 Articles:

https://smallcaps.com.au/impact-minerals-scalable-path-high-purity-alumina-lake-hope-pfs

https://smallcaps.com.au/impact-minerals-hits-thick-copper-gold-zone-hopetoun-project

https://smallcaps.com.au/bhp-unexpected-guide-asx-listed-small-cap-mining-stocks

https://smallcaps.com.au/impact-minerals-kicks-off-2022-exploration-program-nsw-wa

https://smallcaps.com.au/impact-minerals-secures-new-ground-expand-wa-nickel-copper-pge-portfolio

🔎 More on this company:

https://smallcaps.com.au/stocks/asx-ipt/

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Small Caps is Australia’s #1 site for market news & information on ASX-listed small cap companies.

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Australia's COB.ASX presents a pivotal update on Cobalt Blue Holdings as it advances the Kwinana cobalt refinery (KCR) and pivots to battery black mass recycling at Broken Hill (BHTC). In this deep-dive, James Whelan chats with Dr. Andrew Tong, CEO, to unpack progress on permits, binding feedstock agreements, and customer qualification that position KCR for a potential Final Investment Decision in 2026. The video also covers the Broken Hill technology centre, the business case refresh for KCR including an upgraded MPV (≈A$150m), expected free cash flow of A$30–40m/year, and the plan to finance construction with a roughly A$60m capex. We examine cobalt price dynamics in 2026, including DRC policy shifts (ban then quotas) and the implications for Australian producers, the move to alloy-grade cobalt for defence and aerospace, and why Black Mass recycling could become a domestic feedstock loop for cobalt, nickel, lithium and graphite. We also touch on nearby assets (Horse Creek) and how the company intends to secure binding offtakes as part of the financing process. Timestamps below for quick navigation.

Timestamps:

00:00 – Introduction

01:00 – Kwinana readiness: permits, feedstock, land and customers

02:35 – KCR base-case economics update

03:50 – Financing timelines and potential FID

04:40 – Cobalt price outlook for 2026

05:50 – Pivot to Black Mass at Broken Hill

07:00 – Why Black Mass matters: diversification across Ni, Li, graphite

08:30 – Regulatory and supply context for cobalt

09:50 – Integration of BHTC with KCR

11:10 – Other assets: Broken Hill and Horse Creek

12:40 – Rationale for the latest capital raise

14:00 – What investors should watch next

15:00 – Closing thoughts

Stay tuned by subscribing and turning on notifications for ongoing updates, and visit COB.ASX announcements for the latest on offtakes, financing milestones and project timelines.

⚠️ IMPORTANT DISCLAIMER: This content is for educational and entertainment purposes only and should not be considered financial advice. All investments carry risk, including the potential loss of principal. Past performance does not guarantee future results. Always conduct your own research and consider seeking advice from a qualified financial advisor before making investment decisions. The creator may hold positions in securities discussed.

📌 Articles:

https://smallcaps.com.au/cobalt-blue-feedstock-supply-glencore-australia-first-refinery

https://smallcaps.com.au/australian-critical-minerals-projects-receive-us-financing-support

https://smallcaps.com.au/australia-can-punch-above-its-weight-critical-metals-mining-processing

https://smallcaps.com.au/cobalt-blue-acquire-broken-hill-prospectings-thackaringa-project

https://smallcaps.com.au/cobalt-blue-broken-hill-prospecting-battery-binding-deal-lg

🔎 More on this company:

https://smallcaps.com.au/stocks/asx-cob/

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Small Caps is Australia’s #1 site for market news & information on ASX-listed small cap companies.

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RooLife Group (RLG.ASX) is an ASX small-cap focused on data-driven e-commerce and multi-channel market entry. In this video, Blake Reid from smallcaps.com.au chats with RooLife CEO Bryan Carr to understand how the business identifies demand, sources products and moves quickly into high-growth markets such as China, India and the UK. We break down the data-first model, the lean, asset-light approach and how RooLife is building scale through coffee and other health & wellness products, plus renewable energy items. The interview covers the $64 million coffee supply agreement, the early milestone of over $1 million in monthly sales, and the plan to expand with proprietary brands and more markets. We translate the interview into a clear investment narrative and highlight catalysts to watch over the next 12 months.

Timestamps:

00:00 Intro and what we cover

00:27 RooLife overview

01:21 The data-first e-commerce model

02:33 Lean and asset-light operations

03:04 Market focus: China, India, UK and Australia

04:43 RLG Coffee: launch and contract

05:04 Early sales performance

06:17 Health & Wellness and product strategy

07:03 Renewable energy and social commerce

09:02 Balance sheet and capital raise

11:42 Catalysts and milestones to watch

12:03 Final message

Thanks for watching—like and subscribe for more ASX small-cap updates, and stay tuned for RooLife’s growth milestones as they execute their plan.

⚠️ IMPORTANT DISCLAIMER: This content is for educational and entertainment purposes only and should not be considered financial advice. All investments carry risk, including the potential loss of principal. Past performance does not guarantee future results. Always conduct your own research and consider seeking advice from a qualified financial advisor before making investment decisions. The creator may hold positions in securities discussed.

📌 Articles:

https://smallcaps.com.au/roolife-group-wins-coffee-supply-order-china-growing-market

https://smallcaps.com.au/roolife-group-strong-quarterly-south-east-asian-e-commerce-platforms

https://smallcaps.com.au/roolife-global-distribution-deal-careline-australia-skincare-wellness-products

https://smallcaps.com.au/the-calmer-co-international-record-quarterly-sales-figures-distribution-partners

https://smallcaps.com.au/roolife-aft-pharmaceuticals-sell-over-the-counter-chinese-online-marketplace

🔎 More on this company:

https://smallcaps.com.au/stocks/asx-rlg/

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Small Caps is Australia’s #1 site for market news & information on ASX-listed small cap companies.

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In this ASX small-cap analysis, we drill into Axel Ree (AXL.ASX), a rare earths and gallium project in Brazil's Lithium Valley. With two JORC resources declared—roughly 233 Mt of rare earths and about 100 Mt of gallium—the company is positioned to move from explorer to emerging developer. We unpack the in-situ recovery (ISR) approach, the implications of Area A and Area B, and how a potential premium mixed rare earth carbonate from Area B could boost value. The video also places Axel Ree in context with peers and outlines the near-term milestones that could unlock value, including trial mining and the path to a formal feasibility study.

What we cover:

- Project overview, geography and the dual commodity opportunity

- In-situ recovery: how magnesium sulfate (Epsom salts) unlocks rare earths securely and environmentally

- Area A vs Area B: resource scale, metallurgical work, and the premium carbonate opportunity

- Gallium economics: market size, pricing, and how it sits above REEs

- Trial mining vs PFS/DFS: why the team is choosing a lean, real‑numbers approach and how it fast-tracks development

- Milestones: maiden JORC resources in Area B, Woolwich inferred resource, and the timing for trial mining

- Competitive context: how Gerik mine in Malaysia provides a practical analogue for capex and profitability

Timestamps:

00:00 Welcome and overview – rare earths, gallium and Axel Ree

01:12 Interview with Paul Dickson and project intro

02:10 Valuation gap vs Brazilian peers

04:03 Area A and Area B overview

05:22 Gallium sits on top of rare earths; premium potential

06:08 Area B – potential premium mixed rare earth carbonate

08:09 What is in-situ recovery (ISR) and why it matters

10:04 Benchmarking to the Gerik mine analogy

11:37 Gallium commercialisation strategy and partnerships

12:00 Trial mining vs PFS/DFS – what this means

13:37 Next milestones and 18–24 month plan

15:41 What to watch next and metallurgical work

16:23 Outro and how to follow AXL.ASX

Conclusion/CTA: If you want to stay updated on Axel Ree and the evolving rare earths and gallium story, subscribe for regular updates and follow AXL.ASX for the latest milestones and news.

⚠️ IMPORTANT DISCLAIMER: This content is for educational and entertainment purposes only and should not be considered financial advice. All investments carry risk, including the potential loss of principal. Past performance does not guarantee future results. Always conduct your own research and consider seeking advice from a qualified financial advisor before making investment decisions. The creator may hold positions in securities discussed.

📌 Articles:

https://smallcaps.com.au/axel-ree-brazil-first-in-situ-gallium-mineral-resource-caladao-project

https://smallcaps.com.au/axel-ree-high-grade-gallium-caladao-project-brazil

https://smallcaps.com.au/axel-ree-high-grade-rare-earths-gallium-caladao-latest-assays

https://smallcaps.com.au/axel-ree-high-grade-gallium-rare-earth-potential-caladao

🔎 More on this company:

https://smallcaps.com.au/stocks/asx-axl/

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Small Caps is Australia’s #1 site for market news & information on ASX-listed small cap companies.

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In this ASX small-cap analysis, Mithril Silver & Gold (MTH.ASX) lays out the Copalquin district in Mexico and why the district could be a major driver for high-grade gold-silver exposure. Copalquin sits on the prolific Cimarra Gold–Silver trend and is a district-scale epithermal system with dozens of historic mines. Mithril has mapped a broad horizon across roughly 9 km with a vertical extent exceeding 1,000 m across a 70 sq km district. The region hosts 298 historic mines and workings, around 10 km of underground tunnels and 15 km of mapped veins, providing a sizeable exploration footprint. The plan is to de-risk the system by drilling three strong targets and building a robust resource inventory across the district.

Latest news highlights high‑grade channel sampling across multiple targets, underscoring strong gold and silver grades and the district’s vertical context. Mithril has expanded its exploration team and is progressing a large drilling programme designed to feed a resource update and a broader valuation narrative. The company is fully funded for about 45,000 metres of drilling through 2025–26, including around 25,000 metres planned for the first half of 2026. Target One already hosts a maiden resource with high-grade grades; Target Three and Target Five look to deliver a similar scale of resources as drilling progresses. The target is to assemble roughly 2.5–3 million ounces of gold equivalent in the initial resource inventory across the first three targets, with a longer‑term view to unlocking a multi‑million‑ounce potential district.

Beyond the geology, the video covers the infrastructure tailwinds nearby (National Highway 24 within trucking distance, a high‑tension power line, and regional mining hubs), and Mithril’s approach to ESG and local communities—40 local staff, education and health programs, and ongoing engagement to foster responsible exploration. The team includes experienced technical leadership and 3D modelling work that is underpinning the district‑scale geologic model. We also discuss what a successful 2026 programme could mean for investors and how the company plans to de-risk and extend the system deeper into the feeder zones.

Timestamps are provided below to jump to the key topics. As always, do your own research and consider the risks associated with early-stage mining opportunities.

00:15 Mithril’s Copalquin focus and Mexico opportunity

01:32 District scale and mineralisation context

03:16 Three drill‑ready targets and the resource plan

05:22 Target One: high‑grade gold–equivalent and timeline for updates

07:09 Drilling progress and the 2025–26 programme

08:26 Target Five and feeder zones explained

10:01 Infrastructure and developability in Copalquin

11:15 ESG approach and local community engagement

13:29 Local employment and social initiatives

16:01 Vision for 2.5–3 Moz in the initial resource inventory

17:00 Final message and next steps

If you found this analysis helpful, please like, subscribe and share your thoughts in the comments about which target you think could unlock the biggest upside in Copalquin.

⚠️ IMPORTANT DISCLAIMER: This content is for educational and entertainment purposes only and should not be considered financial advice. All investments carry risk, including the potential loss of principal. Past performance does not guarantee future results. Always conduct your own research and consider seeking advice from a qualified financial advisor before making investment decisions. The creator may hold positions in securities discussed.

📌 Articles:

https://smallcaps.com.au/mithril-silver-gold-increase-historic-mines-workings-copalquin-district

https://smallcaps.com.au/newrange-gold-corp-mithril-resources-merger-americas-focused-explorer

https://smallcaps.com.au/australian-silver-stocks-soar-reddit-squeezing-metal-supply

https://smallcaps.com.au/mithril-resources-back-drilling-cometa-along-expansive-soil-sampling

https://smallcaps.com.au/mithril-resources-strikes-high-grade-gold-silver-los-reyes

🔎 More on this company:

https://smallcaps.com.au/stocks/asx-mth/

⸻

Small Caps is Australia’s #1 site for market news & information on ASX-listed small cap companies.

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In this ASX small-cap update, James Whelan sits down with Barton Gold CEO Alexander Scanlon to unpack progress and milestones as Barton transitions from explorer to developer. Barton has consolidated the Central Gawler Craton gold assets in SA and built a 2.2 million ounce resource anchored by Tunkillia, plus a 300,000 ounce starter asset designed for early cash flow. The company is pursuing a regional development pathway that uses two fully permitted mills to maximise value while keeping dilution low through asset monetisation rather than equity issuance. The video digs into the S1 starter pit at Tunkillia, the central grade profile, and how the latest assays inform a fast payback and financing story.

What we cover:

- 15-year production and growth pathway aligned to a large-scale producer

- The S1 starter pit results (1.19 g/t average grade, with higher-grade intersections up to 2–3.5 g/t and occasional peaks of 20–40 g/t)

- The first-year cash flow outlook (the project is modelled to generate over $800 million in operating free cash flow in year one)

- Upgrading the Tunkillia resource to Measured and Indicated, and the timeline for the JORC upgrade and reserve conversion

- Central Gawler mill refurbishment and the two-phase DFS (tailings-first then blend with fresh ore), plus the path to production in 2026–27

- Regional play: Wudinna and Tolmer, including a high-grade silver discovery and tolling/processing potential to feed the mills

- Macro backdrop for gold: de-dollarisation, inflation, and why a long gold cycle supports this strategy

- The financing roadmap and how Barton plans to balance internal capital generation with external finance

Ticker: BGD.ASX

Timestamps:

00:22 – Welcome and episode intro

00:46 – Barton Gold's five-year transition to a developer

01:54 – 15-year production and growth pathway

02:05 – Low-dilution funding model and asset monetisation

03:07 – The staged development approach and low-dilution strategy

04:44 – S1 starter pit results at Tunkillia and higher-grade zones

06:03 – Stage one grade profile and fast payback implications

07:18 – Upgrades to Measured/Indicated and reserve conversion plan

07:33 – Central Gawler mill DFS and staged operation plan

08:49 – Wudinna and Tolmer regional updates

11:25 – Tolmer high-grade discovery and metallurgy potential

13:37 – Regional integration: mills and throughput synergy

14:02 – Gold macro backdrop and financing considerations

17:01 – Financing roadmap and credit discussions

18:33 – What to expect in 2026/27

19:11 – Message to shareholders and closing remarks

19:19 – Thanks and sign-off

If you found this update helpful, hit like, subscribe for ongoing Barton Gold analysis and updates, and share your thoughts on the Tunkillia, Central Gawler, and Tolmer developments in the comments below.

⚠️ IMPORTANT DISCLAIMER: This content is for educational and entertainment purposes only and should not be considered financial advice. All investments carry risk, including the potential loss of principal. Past performance does not guarantee future results. Always conduct your own research and consider seeking advice from a qualified financial advisor before making investment decisions. The creator may hold positions in securities discussed.

📌 Articles:

https://smallcaps.com.au/barton-gold-franklin-templeton-led-placement-commences-spp

https://smallcaps.com.au/barton-gold-raise-advance-various-south-australian-work-programs

https://smallcaps.com.au/barton-gold-growth-continues-underpinned-ambitious-tunkillia-development-strategy

https://smallcaps.com.au/barton-gold-commences-definitive-feasibility-study-central-gawler-mill-restart

https://smallcaps.com.au/barton-gold-soil-sampling-confirms-extensions-tarcoola-mineralisation

🔎 More on this company:

https://smallcaps.com.au/stocks/asx-bgd/

⸻

Small Caps is Australia’s #1 site for market news & information on ASX-listed small cap companies.

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https://smallcaps.com.au/

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