SmallCaps Podcast

Astron Corporation (ASX: ATR) managing director Tiger Brown joins Small Caps to discuss the company’s development strategy for its Donald rare earth and mineral sands project in western Victoria.

A definitive feasibility study was unveiled for a phase one operation at Donald last month.

The company plans to begin construction at Donald in the first quarter of next year, with first production anticipated by the end of 2025.

Article:
https://smallcaps.com.au/astron-corporation-financially-robust-investment-donald-rare-earth-mineral-sands-project/

For more information on Astron Corporation:
https://smallcaps.com.au/stocks/ATR/

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Marc Faber, an investment advisor, fund manager, media commentator and author, joins Small Caps share his views on the global economy.

Dr Faber discusses the role of central banks in the current global economic crisis and how their focus on asset inflation has led to misallocation of capital and a generation of people who cannot afford to buy properties without excessive leverage.

He also warns of an inflation crisis as interest rates rise and the negative impact of invisible taxes like inflation on people's cost of living.

Dr Faber thinks that gold, silver and platinum will do well for times ahead.

Described as 'something of an icon' by the Financial Times and 'the region's (Asia's) most notorious bear' by The Wall Street Journal, Dr Faber's contrarian investment approach and monthly Gloom Boom and Doom Report are familiar to all who have followed the markets in recent years.

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Piedmont Lithium (NASDAQ, ASX: PLL) chief operating officer Patrick Brindle joins Small Caps to discuss the company’s strategy to become a vertically integrated spodumene miner and lithium chemical producer for the United States domestic market.

The company’s North American Lithium (NAL) joint venture with Sayona Mining (ASX: SYA) in Quebec is now operational with first exports from the asset due in the September quarter.

Meanwhile, plans for Piedmont’s lithium hydroxide plant in Tennessee are advancing, with a definitive feasibility study recently completed giving the project an NPV of US$2.5 billion.

Articles:
https://smallcaps.com.au/piedmont-reveals-npv-proposed-tennessee-lithium-hydroxide-operation/
https://smallcaps.com.au/piedmont-new-production-targets-north-american-lithium-project-release-dfs/

For more information on Piedmont Lithium:
https://smallcaps.com.au/stocks/PLL/

See omnystudio.com/listener for privacy information.

Kingston Resources (ASX: KSN) managing director Andrew Corbett joins Small Cap to discuss the company’s activities at its Mineral Hill gold mine in New South Wales’ Cobar Basin.

The company is actively drilling at the asset to build reserves and enable production to transition from tailings processing to conventional mining.

During the March quarter, Kingston achieved record gold sales from its tailings processing, which has generated free cash flow and boosted its cash balance to $9.5 million for the period.

Articles:
https://smallcaps.com.au/kingston-resources-starts-drilling-pearse-north-target-mineral-hill-copper-gold-project/
https://smallcaps.com.au/kingston-resources-new-monthly-record-gold-sales-mineral-hill/

For more information on Kingston Resources:
https://smallcaps.com.au/stocks/KSN/

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Barton Gold (ASX: BGD) managing director Alex Scanlon joins Small Caps to discuss the company’s progress at its gold projects in South Australia, including the recent 20% boost to contained gold at Tunkillia.

The Tunkillia project now hosts 1.15Moz in contained gold resources, with Mr Scanlon noting mineralisation remains open and further discoveries had been made nearby at the project.

Tunkillia hosts about 20km of untested strike, which Barton plans to systematically explore, along with its Tarcoola project, which also lies in the Central Gawler Craton.

Articles:
https://smallcaps.com.au/barton-gold-sensore-target-generation-partnership-gawler-craton-tenements/
https://smallcaps.com.au/barton-gold-identifies-broad-high-grade-zones-outside-tunkillia-project-resource-estimate/

For more information on Barton Gold:
https://smallcaps.com.au/stocks/BGD/

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International Graphite (ASX: IG6) managing director and CEO Andrew Worland joins Small Caps to discuss the company’s plans to establish a graphite battery anode materials facility in Collie, Western Australia.

A scoping study on the proposed plant has delivered what Mr Worland describes as “outstanding economics”.

International Graphite’s strategy is to build a streamlined mine to market supply chain that produces the highest standard battery anode materials for the world’s lithium-ion battery makers.

Article:
https://smallcaps.com.au/international-graphite-battery-anode-material-facility-financial-returns/

For more information on International Graphite:
https://smallcaps.com.au/stocks/IG6/

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Simon Hunt joins Small Caps to share his views on the geopolitical situation around the world, including the state of the economy, the US dollar being replaced in trade, the introduction of central bank digital currencies (CBDCs), BRICS+ currencies to adopt a commodity backing, the value of gold, interest rate predictions and the rise of BRICS+. 

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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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Radiopharm Theranostics (ASX: RAD) managing director and CEO Riccardo Canevari joins Small Caps to discuss the company’s progress and plans for its novel radiopharmaceuticals for diagnostic and therapeutic applications in areas of high unmet need.

The company has collared an agreement to secure Terbium-161 isotope from TerThera, which will be linked to Radiopharm’s RAD 602 therapeutic for treating brain cancers.

A clinical trial of RAD 602 is due to begin later this year, and Radiopharm is also researching other novel radiopharmaceuticals for complex and hard to treat cancers.

Articles:
https://smallcaps.com.au/radiopharm-theranostics-supply-deal-terthera-terbium-161-isotope/
https://smallcaps.com.au/radiopharm-theranostics-genesiscare-develop-solutions-hard-to-treat-cancers/
https://smallcaps.com.au/radiopharm-theranostics-acquires-pharma15-us4m/

For more information on Radiopharm Theranostics: https://smallcaps.com.au/stocks/RAD/

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Bill Johnston, the WA Minister for Mines and Petroleum, joins Small Caps to discuss the future of the mining industry, renewable energy projects and the world's largest electric highway.

Minister Johnston outlines how Western Australia is tackling the challenges of decarbonisation and labor shortages, while embracing opportunities in the gold industry and electric vehicle infrastructure.

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