SmallCaps Podcast

Rick Rule, investor and speculator, joins Small Caps to share his views on the markets and where he believes they are headed. Topics covered include: inflation, politics, money, commodities, uranium, copper, gold, silver and more...

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Stavely Minerals (ASX: SVY) managing director Chris Cairns joins Small Caps to discuss the company’s significant ground position in Australia’s new copper-gold exploration hot spot of western Victoria. The company’s 100% owned Stavely project contains the Thursday’s Gossan prospect which hosts an inferred mineral resource of 28 million tonnes at 0.4% copper for 110,000t of contained copper. Stavely has also made an outstanding shallow high-grade copper-gold-silver discovery at the Cayley Lode and is currently undertaking resource definition drilling. Following this, it plans to commence a scoping study on the first phase of an open pit development at its namesake project. Stavely’s other cornerstone asset is its Ararat project, which hosts Besshi-style volcanogenic massive sulphide (VMS) copper-gold-zinc mineralisation at Mt Ararat with 1.2Mt at 2% copper, 0.5 grams per tonne gold and 0.4% zinc in inferred resources.

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Plenti Group (ASX: PLT) founder and CEO Daniel Foggo joins Small Caps to discuss the company’s record performance in the September quarter which saw 140% year-on-year growth in loan originations. As a result, the fintech lender has accelerated the timeframe in which it hopes to achieve a $1 billion loan book – this December instead of March 2022. Plenti also anticipates it will be cash flow positive in this timeframe. Driving the company’s growth in the September quarter was record loan originations across its automotive, renewable energy and personal lending verticals.

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Western Mines Group (ASX: WMG) managing director Caedmon Marriott joins Small Caps to discuss the company’s plans to explore for high-value gold and nickel across its portfolio of Western Australian projects. Western Mines’ flagship asset is its Mulga Tank project, where it recently commenced a high-powered electromagnetic survey aimed at finding the exact locations of buried bedrock conductors that could be associated with massive nickel-copper-platinum group elements (PGE) sulphide deposits. The company also recently expanded its Jasper Hill gold project with the acquisition of a neighbouring tenement, consolidating a 3km known mineralised trend on the underexplored Merolia Greenstone Belt. Western Mines’ other gold projects include Melita, Youanmi, Rock of Ages, Broken Hill Bore and Pinyalling. It is also actively exploring Pavarotti, which is considered prospective for nickel-copper-PGE.

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Alderan Resources (ASX: AL8) managing director Scott Caithness joins Small Caps to discuss the company’s upcoming exploration plans at its flagship Detroit copper-gold project in Utah, United States. Detroit is one of four projects the company holds in the US state and lies within a mining district that contains numerous historical copper, gold and manganese mines. The project has shown strong potential for porphyry-related copper and gold deposits with rock samples assaying up to 3.2% copper and 9.1 grams per tonne of gold. Alderan plans to test seven separate targets at Detroit with a 3,000-metre drilling program and is just awaiting drill rig availability to begin. The company also recently secured an option agreement over the historic Drum gold mine which abuts the Detroit tenement to the south. The mine produced 125,000 ounces of gold from 3.2 million tonnes of ore grading 1.22 grams per tonne gold before it closed in 1989.

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Anax Metals (ASX: ANX) managing director Geoff Laing joins Small Caps to discuss the company’s ambition to develop a sustainable copper project in Western Australia’s Pilbara region utilising smart technology. Anax holds an 80% stake in the Whim Creek copper-zinc project where it recently defined a resource of 2.4 million tonnes at 0.95% copper and 165,000t at 3% zinc. This resource definition work highlighted two large-scale base metal targets, Manhattan and Federal City, located within a 1km radius of the historical open pit mine. Anax intends to advance these prospects as a matter of priority, in conjunction with updating the Whim Creek scoping study announced in August. The company’s development approach to involves using smart technology to advance brownfield projects with near-term production prospects that may have been overlooked by others in the past.Articles:https://smallcaps.com.au/anax-metals-identifies-new-large-scale-prospects-historic-whim-creek-copper-zinc-project/https://smallcaps.com.au/anax-metals-well-connected-friends-put-whim-creek-back-on-copper-map/For more information:https://smallcaps.com.au/stocks/ANX/

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Vox Royalty Corp (TSX-V: VOX) chairman and CEO Kyle Floyd joins Small Caps to discuss the company’s royalty investment model and the unlimited upside its typically provides. Mr Floyd explains the royalty model has become increasingly popular over the last few decades by providing investors exposure to any upside without the risks associated from investing directly in mining companies. Vox currently has 37 of its 55 royalties in Australia and is the country’s second largest public holder of hard rock mining royalties.

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92 Energy (ASX: 92E) CEO Siobhan Lancaster joins Small Caps to discuss the company’s recent uranium discovery at its Gemini project, where a 0.5m sub-interval graded 3,600ppm uranium. 92 Energy is exploring for high-grade, basement-hosted unconformity uranium across several projects in the same Athabasca Basin that hosts Cameco’s Cigar Lake and McArthur River mines. Ms Lancaster points out 92 Energy has a highly experienced team actively exploring at a time when demand is expected to rise and in a region that hosts some of the world’s highest-grade and lowest-cost uranium deposits.Articles:https://smallcaps.com.au/capital-raising-92-energy-progress-exploration-gemini-uranium-project/https://smallcaps.com.au/new-appointments-strengthen-92-energy-presence-canada-uranium-market/https://smallcaps.com.au/92-energy-makes-uranium-discovery-gemini-project/For more information:https://smallcaps.com.au/stocks/92E/

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Tony Locantro, investment manager at Alto Capital, joins Small Caps to share his views on what's taking place in the stock market, where opportunity may lay and what might come next.

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Montem Resources (ASX: MR1) managing director Peter Doyle joins Small Caps to discuss the company’s recent decision to de-risk its Tent Mountain coal project in Canada by turning it into a renewable energy complex. Mr Doyle says the project could potentially become Canada’s first large-scale green hydrogen production hub – generating up to 13,000t annually. Montem has completed various economic, technical and social studies into the proposed renewable energy complex, which show it is viable and could create strong returns over 50 years.

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