SmallCaps Podcast

BPH Energy (ASX: BPH) managing director David Breeze joins Small Caps to discuss the recent news that a special committee has blocked a proposed ban on oil and gas exploration off the New South Wales coast.

BPH has an interest in the large PEP-11 licence through its 35.8% investee company, Advent Energy.

Advent, via its wholly-owned subsidiary Asset Energy, is currently in the process of furthering a PEP-11 joint venture applications to lift a suspension of its work program conditions and related extension of the licence.

These applications have been filed with Australia’s offshore watchdog, the National Offshore Petroleum Titles Administrator (NOPTA) and the blocking of the anti-drill bill now means Asset can continue to progress its discussions with NOPTA.

The authority’s most recent notice stating that the applications’ status is now ‘Under Assessment’, which paves the way for the authority to finally make its decision on Asset’s applications.

At the same time, Asset continues to investigate the availability of a mobile offshore drilling unit (MODU) to drill the proposed Seablue-1 well on the large Baleen prospect in PEP-11.

Asset is also continuing discussions with drilling contractors and other operators who have recently contracted rigs for work in the Australian offshore beginning in the first half of 2024.

PEP-11 is considered to have the potential to contain the largest gas resources off the NSW coast.

Articles:
https://smallcaps.com.au/failure-bill-ban-offshore-oil-gas-activities-bph-energy-exploration-plans/
https://smallcaps.com.au/bph-energy-progress-multiple-fronts-gas-medical-hydrogen/

For more information on BPH Energy:
https://smallcaps.com.au/stocks/asx-bph/

See omnystudio.com/listener for privacy information.

Ideon Technologies vice president of customer experience Kim Lawrence joins Small Caps to discuss its groundbreaking muon tomography technology.

The Canadian based company uses cosmic rays to detect ore bodies deep beneath the Earth's surface without disturbing the environment.

Ideon's non-invasive approach offers a wealth of benefits for the mining industry by reducing environmental impact by eliminating the need for extensive drilling, improved exploration efficiency providing a more comprehensive understanding of the subsurface, enabling miners to pinpoint ore bodies with greater precision and enhanced ore characterisation with detailed 3D imagery.

Ideon boasts a list of mining majors as clients with the likes of BHP, Rio Tinto Teck Resources, Glencore, NexGen and Vale, all using the company's technology.

For more information on Ideon Technologies:
https://ideon.ai/

See omnystudio.com/listener for privacy information.

Tambourah Metals (ASX: TMB) chairperson Rita Brooks joins Small Caps to discuss the company's highly active gold and lithium exploration campaigns in Western Australia.

Within the last few days Tambourah has announced drilling success at its Tambourah King gold target and identified significant lithium exploration upside at the Russian Jack project.

Tambourah's first assay results from an RC drill program at the Tambourah gold and lithium project in the Pilbara confirmed the historic goldfield has the potential to encompass high-grade gold mineralisation.

Notable results included very high-grade hits of up to 28 grams per tonne gold at Tambourah King.

Elsewhere, Tambourah has kicked off a lithium exploration program at the Haystack Well prospect within the Russian Jack project.

Haystack Well is a key follow-up target after anomalous lithium-cesium-tantalum (LCT) trends were identified in a previous soil geochemical program.

Elsewhere, Tambourah has also identified pegmatites at Shaw River. Notably, this discovery was made up to 300 metres away from historic workings and a planned drone survey will help refine the extent of these pegmatite outcrops.

Meanwhile, Tambourah has applied for two exploration licences in the Mt Day region to develop lithium exploration projects in the emerging Lake Johnson province.

The Lake Johnson SE exploration projects are located south of the Rio Tinto (ASX: RIO) and Flynn Gold (ASX: FG1) tenement holding and west of the TG Metals (ASX: TG6) exploration projects.

Articles:
https://smallcaps.com.au/tambourah-metals-accelerates-western-australian-lithium-exploration-activities/
https://smallcaps.com.au/tambourah-metals-hits-high-grade-gold-historic-wa-project/
https://smallcaps.com.au/tambourah-metals-completes-drilling-program-shaw-river-lithium-project/

For more information on Tambourah Metals:
https://smallcaps.com.au/stocks/asx-tmb/

See omnystudio.com/listener for privacy information.

Galan Lithium (ASX: GLN) managing director Juan Pablo Vargas de la Vega joins Small Caps to discuss to recent signing of significant offtake agreement with global mining giant Glencore for its Hombre Muerto West (HMW) project in Argentina.

The binding offtake deal is for lithium chloride and/or lithium carbonate from Phase 1 production at HMW.

Notably, Glencore has also offered to potential provide Galan with a $107 million to $151 million in support of a financing prepayment facility for the project.

Galan considers the Glencore agreement as a validation of the world class quality of the HMW project.

The company has already commenced construction of the Phase 1 development at HMW and remains on track for first pond fill in Q1 2024 and to achieve initial production in the first half of 2025.

At the same time, Galan is continuing to advance discussions for the development of Phase 2 at HMW.

Article:
https://smallcaps.com.au/galan-lithium-secures-offtake-financing-deal-glencore-hombre-muerto-west/

For more information on Galan Lithium:
https://smallcaps.com.au/stocks/asx-gln/

See omnystudio.com/listener for privacy information.

Frontier Digital Ventures (ASX: FDV) founder and chief executive officer Shaun Di Gregorio joins Small Caps to discuss the online classified marketplace specialist’s continuing run of revenue momentum.

The company recently reported that for the fifth consecutive quarter each of its geographic regions achieved positive operating cashflows.

Notably, the FDV Group also achieved its third consecutive quarter of positive operating cashflows, which included its holding company costs.

The growing revenue momentum was supported by new product initiatives and transaction revenues.

The recent launch of Iris platform into larger markets is expected to drive further transaction volume growth.

FDV is now looking to unlock further monetisation opportunities beyond the typical classified advertising revenue and to grow the equity value of its operating companies to allow them to realise their full potential.

Article:
https://smallcaps.com.au/frontier-digital-ventures-carsales-rea-domain-online-model-developing-countries/

For more information on Frontier Digital Ventures:
https://smallcaps.com.au/stocks/asx-fdv/

See omnystudio.com/listener for privacy information.

Peppermint Innovation (ASX: PIL) managing director and chief executive officer Chris Kain joins Small Caps to discuss the company's recent of run of success as it continues to expand its innovative fintech business in the Philippines and globally.

Amongst the numerous milestones achieved recently is the company’s signing of an exclusive five-year agreement with Visa to significantly expand its digital financial offering.

The company will initially focus on its key markets in the Philippines, Singapore and Australia before taking its business model around the world.

Peppermint also recently signed an exclusive five-year agreement with the Philippines' largest regional cooperative federation - MASS-SPECC Cooperative Development Centre – which will allow the latter’s 1.6 million members to use Peppermint’s bizmoto's Electronic Money Issuer financial services.

The innovative firm also recently launched a pilot for a gamified financial literary knowledge sharing platform known as bizmoKarte pilot.

The development is aimed at assisting individuals and small-to-medium size business owners become more confident in managing financial matters to improve their financial health.

Peppermint also found time to successfully rebrand its bizmoPay and bizmoLoan offerings to allow them to better reflect the company’s provision of alternative non-bank finance products.

Articles:
https://smallcaps.com.au/peppermint-innovation-bizmoloan-revenues-increase-quarter-on-quarter/
https://smallcaps.com.au/peppermint-innovation-mass-specc-agreement-philippine-finance-certification/
https://smallcaps.com.au/peppermint-innovation-philippines-unbanked-digital-payments-platform-bizmoto/

For more information on Peppermint Innovation:
https://smallcaps.com.au/stocks/asx-pil/

See omnystudio.com/listener for privacy information.

Akora Resources (ASX: AKO) managing director Paul Bibby joins Small Caps to discuss the robust results obtained in a new low start-up cost examination of its proposed Bekisopa DSO iron ore project in Madagascar.

The new scoping study has confirmed the project to be economically viable was an initial 2 million tonnes per annum direct shipping ore (DSO) operation.

The results also highlighted the viability of a low capital expenditure (CAPEX) option based on an initial open pit mining operation utilising the project’s DSO JORC indicated resource of 4.4 million tonnes.

While the scoping study results have brought Bekisopa a major step closer to production, the company believes that is just the first step in an opportunity to develop a much larger operation.

Only 20% of the project’s 6km strike length of shallow drilled mineralisation was included in the study, while there is also significant upside potential related to adding DSO tonnes from the company’s nearby Satrokala project.

Articles:
https://smallcaps.com.au/akora-resources-robust-bekisopa-iron-ore-scoping-study-results/
https://smallcaps.com.au/akora-resources-completes-ground-magnetic-survey-satrokala-iron-ore-project/

For more information on Akora Resources:
https://smallcaps.com.au/stocks/asx-ako/

See omnystudio.com/listener for privacy information.

Elevate Uranium (ASX: EL8) managing director and chief executive officer Murray Hill joins Small Caps to discuss the company's success in significantly increasing the mineral resource estimate (MRE) for its Koppies uranium development in Namibia.

The recently released MRE update included a dramatic 136% increase in the Koppies resources to 48 million pounds and a 42% jump in Elevate's total Namibian numbers.

The company is not resting on its laurels and is aggressively looking to add to those impressive figures with an ongoing exploration campaign.

Elevate currently has three drill rigs in the field progressing a resource growth test of a mineralised zone south of its Koppies 2 and Koppies 4 deposits.

Notably that drilling is taking place to to the south of the MRE envelope, with mineralisation remaining open in multiple directions around the resource.

Elevate has also identified potential for additional mineralisation beneath the earlier shallow drilling.

Article:
https://smallcaps.com.au/elevate-uranium-increases-koppies-resource-48mlb/

For more information on Elevate Uranium:
https://smallcaps.com.au/stocks/asx-el8/

See omnystudio.com/listener for privacy information.

Investigator Resources (ASX: IVR) managing director Andrew McIlwain joins Small Caps to discuss the significant progress the company is making at its Paris silver project in South Australia.

The company has recently successfully progressed and completed a number of key studies as it continues to advance its proposed development of Paris - Australia's highest-grade silver project.

Investigator is currently focused on a pre-feasibility study at Paris, with a number of key activities well advanced.

The company has recently contracted Melbourne-based engineering, procurement and construction consultancy group Mincore to work with it on delivering the key aspects of the pre-feasibility study.

Investigator is also examining regional exploration opportunities, with a number of targets identified within 5km of the Paris deposit.

Elsewhere, Investigator has the interesting Molyhil tungsten/molybdenum project in the Northern Territory.

Articles:
https://smallcaps.com.au/investigator-resources-strong-progress-paris-silver-project-dfs-underway/
https://smallcaps.com.au/investigator-resources-studying-molyhil-tungsten-project-upgrade/

For more information on Investigator Resources:
https://smallcaps.com.au/stocks/asx-ivr/

See omnystudio.com/listener for privacy information.

Blue Energy (ASX: BLU) managing director John Phillips joins Small Caps to discuss the company's gas developments in Queensland.

The company recently revealed a 36% increase in the estimated total proved and probable (2P) reserves in its Sapphire Block gas development.

The new independent assessment of the Sapphire project also provided a 16% increase in 3P+2C aggregate gas resource available to 543 pj of recoverable gas.

The reserves and resources upgrade support the gas supply volume required under a non-binding MoU between Blue Energy and Queensland Pacific Metals.

In June, Blue Energy signed a non-binding MOU with Queensland Pacific Metals Energy (QPME) to facilitate the supply of gas into the latter's newly acquired Moranbah Gas Project plant at Moranbah.

The QPME transaction provides Blue Energy with a simple path to the commercialising of its pilot gas flow from the appraisal pilot well production testing activities being currently conducted in the 100% held Sapphire Block.

Blue Energy also recently confirmed that Origin will continue to progress an existing non-binding, gas supply heads of agreement.

Articles:
https://smallcaps.com.au/blue-energy-significant-sapphire-gas-reserves-resources-upgrade/
https://smallcaps.com.au/blue-energy-origin-agree-update-gas-sales-deal/
https://smallcaps.com.au/blue-energy-continues-add-shine-sapphire-gas-project/

For more information on Blue Energy:
https://smallcaps.com.au/stocks/asx-blu/

See omnystudio.com/listener for privacy information.