SmallCaps Podcast

TZ Limited (ASX: TZL) CEO Mario Vecchio joins Small Caps to discuss the company’s ambitious growth plans in the burgeoning cloud-based software market. Leveraging TZ’s existing technology and capabilities, Mr Vecchio is steering the company towards a being a cash flow positive business in FY2022. Mr Vecchio says SaaS, subscription and service revenues from its cloud-based technology have higher profit margins than one-off device and licence purchases.Article:https://smallcaps.com.au/tz-limited-capitalise-cloud-technology-market-cash-flow-positive-target/For more information:https://smallcaps.com.au/stocks/TZL/

See omnystudio.com/listener for privacy information.

Latrobe Magnesium (ASX: LMG) CEO David Paterson joins Small Caps to discuss the company’s plans to construct a demonstration plant to produce magnesium metal from waste by-product of the Yallourn coal station in Victoria’s Latrobe Valley. The company aims to produce 3,000 tonnes of the metal in the first year before commencing work to expand its capacity to 40,000tpa. A feasibility study validating Latrobe’s proprietary hydromet-thermal reduction extraction process has been completed and construction is expected to start in the new year. The company recently raised $3 million through an oversubscribed share placement to accelerate design and engineering work on the initial plant. Latrobe hopes to benefit from the forecasted global shortage in magnesium metal after the world’s major supplier China has ordered 25 plants to close.Article:https://smallcaps.com.au/latrobe-magnesium-heading-into-production-world-faces-severe-metal-shortage/For more information:https://smallcaps.com.au/stocks/LMG/

See omnystudio.com/listener for privacy information.

DC Two (ASX: DC2) executive director Blake Burton joins Small Caps to discuss the expansion plans for its data centre, cloud and software business. In its September quarterly report, the company recorded a 20% increase in recurring revenue, driven by the continued migration of existing cloud customers into its new Bibra Lake data centre in Perth’s south as well as successful first rack sales at the facility. DC Two’s nationwide expansion plans also include the commercialisation of its data centre in Victoria, where Joule Energy recently agreed to purchase a modular unit for its renewable energy site for close to half a million dollars. The company recently received binding commitments for a $2.5 million capital raise to fulfil several modular contracts and drive its growth strategy.Articles:https://smallcaps.com.au/dc-two-raises-scale-data-centre-cloud-tech-business/https://smallcaps.com.au/dc-two-next-stage-commercialisation-sale-modular-data-centre-joule-energy/For more information:https://smallcaps.com.au/stocks/DC2/

See omnystudio.com/listener for privacy information.

Sparc Technologies (ASX: SPN) executive chairman Stephen Hunt joins Small Caps to discuss its new collaboration with the University of Adelaide to develop next-generation technology to produce commercially-viable ultra-green hydrogen. Sparc will hold 72% equity in a new joint venture company named Sparc Hydrogen, which will focus on advancing a process that employs the sun’s ultraviolet light and thermal properties to convert water into hydrogen and oxygen without the use of an electrolyser. As an emerging graphene-based product developer, Sparc’s role in the partnership involves developing graphene coatings for the photocatalyst. Under the terms of the deal, the company will also issue 3 million shares to the university and contribute $4.75 million towards joint venture expenditure over 4.5 years.Article:https://smallcaps.com.au/sparc-technologies-university-of-adelaide-develop-commercial-scale-ultra-green-hydrogen/For more information:https://smallcaps.com.au/stocks/SPN/

See omnystudio.com/listener for privacy information.

Global Energy Ventures (ASX: GEV) managing director and CEO Martin Carolan joins Small Caps to discuss the company's plans to develop a green hydrogen export project on Tiwi Islands off the Northern Territory.Global Energy Ventures (ASX: GEV) managing director and CEO Martin Carolan joins Small Caps to discuss the company's plans to develop a green hydrogen export project on Tiwi Islands off the Northern Territory. The company is proposing a phased capacity up to 2.8 gigawatts to produce up to 10,000 tonnes per annum of green hydrogen for export to the Asia Pacific region. The project will start with a fleet of the company's pilot-scale 430t compressed hydrogen ships with plans to introduce its full-scale 2,000t ships as required to match future supply and demand. Financial close for the initial phase of the project is targeted for 2023 with first hydrogen export to begin in 2026.

See omnystudio.com/listener for privacy information.

Vox Royalty Corp (TSX-V: VOX) chief investment officer Spencer Cole joins Small Caps to discuss why 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 54 royalties in Australia and is the country’s second largest public holder of hard rock mining royalties.

See omnystudio.com/listener for privacy information.

Peel Mining (ASX: PEX) managing director Rob Tyson joins Small Caps to discuss the company’s copper vision within New South Wales’ Cobar Basin to take advantage of forecast deficits. The company has consolidated its position in the basin, which Mr Tyson describes as a “world class address” for mineral exploration and discoveries. In addition to the 2.5Mt of contained copper Peel Mining has firmed up in the basin, its endowment includes 6.5Moz gold, 148Moz silver, 2.8Mt of lead and 4.8Mt of zinc.Articles:https://smallcaps.com.au/drilling-south-cobar-targets-returns-widest-copper-intercept-date-peel-mining/https://smallcaps.com.au/peel-mining-returns-metallurgy-ore-sorting-results-south-cobar-copper-project/For more information:https://smallcaps.com.au/stocks/PEX/

See omnystudio.com/listener for privacy information.

AuKing Mining (ASX: AKN) managing director Paul Williams joins Small Caps to discuss the company’s recent exploration success at the Koongie Park project in Western Australia where high-grade copper, other base metals and rare earth elements (REE) have been identified. Latest assays from the project have returned a 9m interval grading 3.05% copper and 1.11% zinc along with silver and cobalt. REE has been discovered at the Sandiego target and AuKing plans to evaluate this further.

See omnystudio.com/listener for privacy information.

Tambourah Metals (ASX: TMB) chairperson Rita Brooks joins Small Caps to discuss the company’s exploration plans for its 780sq km of tenement ground in Western Australia’s Julimar district. The company recently acquired the Wongan Hills South project, which makes it one of the largest tenement holders in the Julimar region. The tenements are prospective for copper, gold, nickel and platinum group elements and are only 5km from Caravel Minerals’ (ASX: CVV) advanced copper project.Articles:https://smallcaps.com.au/tambourah-metals-acquire-wongan-hills-south-copper-gold-nickel-pge-project/https://smallcaps.com.au/tambourah-metals-airborne-gravity-survey-targets-julimar-north-nickel-copper-pge-project/For more information:https://smallcaps.com.au/stocks/TMB/

See omnystudio.com/listener for privacy information.

Blackstone Minerals (ASX: BSX) social performance lead Anna Cranney joins Small Caps to discuss the company’s commitment of obtaining the highest levels of ESG compliance and practice across its operations. The company plans to produce a green nickel precursor battery material for South East Asia’s lithium-ion market. Blackstone aims do this by aligning itself with industry ESG leaders and creating an operation that has a positive social and environmental impact.Articles:https://smallcaps.com.au/blackstone-minerals-releases-sustainability-report-esg-compliant-goals/https://smallcaps.com.au/blackstone-minerals-supply-chain-traceability-ta-khoa-nickel-copper-pge-project/For more information:https://smallcaps.com.au/stocks/BSX/

See omnystudio.com/listener for privacy information.