SmallCaps Podcast

PolarX Limited (PXX.ASX) sits in focus in this ASX small-cap analysis. James Whelan chats with PolarX's Jason Burton at a major small-cap conference to unpack what lies ahead for the company as it heads into results season. We break down the latest drilling activity and what investors should watch for as assays come in from the US programs.

Jason outlines two US drilling campaigns: a six-week program in Alaska and a three and a half week program in Nevada. All assays are in the lab, with several results already at an advanced stage. While it's early to quantify the outcomes, the team is upbeat about upcoming news and what it could mean for PXX.ASX. The conversation also touches on the sentiment around gold and copper markets, and how that backdrop could influence PolarX's exploration push.

Timestamps:

00:01 Intro with James Whelan and PolarX

00:25 Conference context for small caps

01:10 Drilling in Alaska and Nevada

01:45 Assays in the lab and timing

02:20 Gold and copper market sentiment

03:10 Closing remarks and next catalysts

If you want to stay updated on PolarX and other ASX explorers, subscribe to the channel and click the bell to be notified of upcoming assay results, drilling news and market commentary.

⚠️ 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/star-nsw-tax-hike-bhp-oz-extend-exclusivity-period-newcrest-mining-ceo-retires

https://smallcaps.com.au/maiden-drilling-polarx-nevada-hits-bonanza-gold-intercept

https://smallcaps.com.au/polarx-identifies-visible-gold-silver-mineralisation-star-canyon

https://smallcaps.com.au/polarx-kicks-off-drilling-program-nevada-gold-silver-target

https://smallcaps.com.au/3d-modelling-reveals-large-porphyry-target-polarx-alaskan-range-project

🔎 More on this company:

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

⸻

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

🌐 WEBSITE

https://smallcaps.com.au/

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

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Zeotech Limited (ZEO.ASX) is pursuing a bold kaolin strategy that could reshape concrete. In this video, we unpack the claim of a pure kaolin with zero process losses and a path to decarbonising cement-heavy concrete.

What you’ll learn:

- How kaolin can improve concrete durability and enable decarbonisation by replacing cement.

- The performance claims: higher strength, reduced shrinkage, and potential cost benefits.

- The commercial pathway, including MOUs with Holcim, Cement Australia and Lang O’Rourke, and what that could mean through 2026.

- Timing for cash flow and what to watch next from Zeotech.

Timestamps

00:01 Intro and Zeotech overview

00:15 Kaolin purity and significance

00:40 Kaolin in concrete and decarbonisation potential

01:25 Implications for concrete performance: strength, shrinkage, and cost

01:50 Offtake strategy and MOUs with Holcim, Cement Australia, Lang O’Rourke

02:15 Cash flow timing and next steps

02:45 Market reaction and watchlist

03:15 Outro and takeaways

If you found this analysis helpful, like and subscribe for more Australian ASX small-cap updates, and share your thoughts in the comments about Zeotech’s kaolin potential and what you’ll be watching next.

⚠️ 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/zeotech-finalises-kaolin-offtake-agreement-chinese-trading-giant-jiangsu-msi

https://smallcaps.com.au/zeotech-early-cash-flow-toondoon-multi-product-kaolin-offtake-deal

🔎 More on this company:

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

⸻

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

🌐 WEBSITE

https://smallcaps.com.au/

🎧 PODCAST

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

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Twitter: https://twitter.com/SmallCapsASX

LinkedIn: https://www.linkedin.com/company/small-caps/

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In this ASX small-cap analysis, we unpack Andromeda Metals (ADN.ASX) and what could move the stock next. Not tied to a single metal, ADN focuses on industrial minerals and critical minerals, with two key catalysts on the horizon: the Great White project and a high-purity alumina (HPA) pilot plant. At a recent mining conference in Noosa, management highlighted a differentiated play beyond the usual gold and base metals and outlined the path to production.

Key takeaways from ADN’s activity include a recent A$13 million funding raise to fund early works and site preparation for Great White, bringing the project closer to construction. The HPA pilot plant has been initiated, with lab-scale tests delivering ~99.9985% purity (4N+). The company is advancing the final investment decision and on-ground readiness for construction.

What this could mean for investors depends on project economics, timing, off-take arrangements and capital needs. We cover these catalysts, potential risks, and the milestones to watch as ADN moves toward production.

Timestamps:

0:00 Intro – ADN overview and today’s focus

0:45 Conference mood and investor interest

1:20 Great White project – groundwork and on-site prep

2:10 HPA pilot plant update – samples and 4N+ purity

3:00 Funding progress – A$13m raise and next steps

3:45 What to watch – catalysts and risks

4:20 Final wrap and stay updated

If you enjoy this style of ASX small-cap analysis, please subscribe for more updates on ADN and other Australian mining stories, and hit the bell to catch upcoming catalyst videos. For the latest announcements, check Andromeda Metals' investor centre and the ASX releases page for the most current information.

⚠️ 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/andromeda-metals-demonstrates-strong-economics-hpa-process-new-scoping-study

https://smallcaps.com.au/andromeda-metals-breakthrough-lower-emission-hpa-great-white

https://smallcaps.com.au/trigg-minerals-shareholders-vote-rush-resources-drummond-gold-project-acquisitions

https://smallcaps.com.au/oar-resources-restarts-drilling-gibraltar-expand-high-grade-halloysite-discovery

https://smallcaps.com.au/andromeda-metals-study-improves-economics-south-australia-kaolin-project

🔎 More on this company:

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

⸻

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

🌐 WEBSITE

https://smallcaps.com.au/

🎧 PODCAST

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

📱 SOCIAL MEDIA

Facebook: https://www.facebook.com/SmallCapsASX

Twitter: https://twitter.com/SmallCapsASX

LinkedIn: https://www.linkedin.com/company/small-caps/

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Join us for a focused ASX small-cap analysis on Dart Mining (DTM.ASX). In this video we break down the latest strategic moves across Australia’s mining footprint, including the divestment of Victorian properties and continued focus on the Rushworth project in central Victoria. We also cover Queensland developments, with the Triumph Gold project and the Canambula Antimony prospect highlighted, plus updates on direct shipping ore drilling progress (targeting ~2,000 metres by Christmas). We explore the antimony market backdrop—price outlook, supply chain dynamics, and the drivers behind demand (glass and solar, energy storage, plus high-end military tech). Finally, we discuss how macro factors may influence Australian producers and what Dart Mining’s moves signal for the stock and the broader small-cap scene.

Timestamps:

00:00 Intro and video overview

00:40 Victorian strategy and Rushworth update

01:20 Queensland focus: Triumph Gold & Canambula Antimony

02:00 Drilling progress and direct shipping ore update

02:40 Antimony price outlook and macro factors

03:25 Demand drivers and geopolitics

04:00 Wrap up and next steps

If you found this analysis useful, subscribe to stay updated on DTM.ASX and Australian small-cap developments.

⚠️ 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/dart-mining-acquires-triumph-gold-project-sunshine-metals

https://smallcaps.com.au/dart-mining-signs-earn-in-agreement-sqm-dorchap-lithium-project

https://smallcaps.com.au/dart-mining-confirms-spodumene-dorchap-grading-lithium-victoria

https://smallcaps.com.au/dart-mining-gears-up-drill-victorias-only-lithium-project

https://smallcaps.com.au/dart-mining-hits-high-grade-mineralisation-165-year-old-victorian-goldfield

🔎 More on this company:

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

⸻

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

🌐 WEBSITE

https://smallcaps.com.au/

🎧 PODCAST

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

📱 SOCIAL MEDIA

Facebook: https://www.facebook.com/SmallCapsASX

Twitter: https://twitter.com/SmallCapsASX

LinkedIn: https://www.linkedin.com/company/small-caps/

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At the Noosa Mining Conference, Bright Star Resources (BTR.ASX) shares an update on its growth path as an emerging WA gold producer. We break down the asset base (two operating underground mines in Laverton, plus Sandstone), a pro-forma resource base just under four million ounces, and a near-term merger with Oram Limited expected in about two weeks. The interview covers production of about 30-35 koz per year, the company’s unhedged exposure to gold, and how management plans to convert reserves into exploration upside while using cash flow to fund development. We also look at what bullish sentiment around gold means for BTR’s catalysts and the risks investors should monitor. Watch to understand the path to scale for Bright Star Resources and how this plays into the broader ASX small-cap landscape.

Timestamps:

- 00:00 Intro – Noosa Mining Conference and Bright Star Resources

- 01:05 Company snapshot – assets, Laverton and Sandstone

- 02:20 Production profile – 30-35 koz per year and unhedged exposure

- 03:45 Merger update – Oram Limited timeline

- 04:50 Gold price context – market commentary

- 06:00 Investor sentiment – appetite for the next gold producer

- 07:20 Final takeaways

If you found this analysis helpful, please subscribe for more ASX small-cap insights, including Bright Star Resources and other gold plays, and stay updated on catalysts that could move these stocks.

⚠️ 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/brightstar-resources-targeting-production-surge-laverton-hub

https://smallcaps.com.au/brightstar-resources-new-gold-opportunities-laverton-hub

https://smallcaps.com.au/brightstar-resources-major-gold-resource-expansion-sandstone-hub-drilling

https://smallcaps.com.au/brightstar-resources-aurumin-merger-consolidate-central-sandstone-gold

https://smallcaps.com.au/brightstar-resources-maiden-gold-estimate-second-fortune-fish-mines

🔎 More on this company:

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

⸻

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

🌐 WEBSITE

https://smallcaps.com.au/

🎧 PODCAST

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

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Facebook: https://www.facebook.com/SmallCapsASX

Twitter: https://twitter.com/SmallCapsASX

LinkedIn: https://www.linkedin.com/company/small-caps/

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In this ASX small-cap analysis, we unpack WIN.ASX (Wind Metals) and the latest scoping study for the Butchers Creek gold project revealed at the Noosa Mining Conference. The study shows potential to produce over 200,000 oz of gold with strong economics and a clear pathway forward in the Kimberley region of Western Australia. We also cover the Radio Gold Mine acquisition for near-term production, the 9,000-metre RC program, early resource calculations expected next year, and maiden drill intercepts up to 33 g/t. The video breaks down what this means for investors, timelines, and what to watch as catalysts unfold in the coming months.

TIMESTAMPS

0:00 Intro and company context

0:40 Butchers Creek scoping study — gold, scale, and economics

2:10 Radio Gold Mine acquisition — near-term production asset

3:15 9,000 m RC program and upcoming resource calculation

4:50 Expected resource update early next year

5:30 Production restart outlook mid-next year

6:15 Maiden drill intercepts — notable results (up to 33 g/t)

7:25 catalysts and what to watch for WIN.ASX

8:00 Final thoughts and how to stay updated

⚠️ 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/win-metals-finalises-acquisition-high-grade-radio-gold-mine-wa

https://smallcaps.com.au/win-metals-butchers-creek-gold-pipeline-new-ruby-queen-north-trend

https://smallcaps.com.au/win-metals-boosts-butchers-creek-deposit-resource-updated-mre

https://smallcaps.com.au/win-metals-capital-raise-butchers-creek-acquisition-exploration

https://smallcaps.com.au/win-metals-acquire-palm-springs-gold-project-meteoric-resources

🔎 More on this company:

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

⸻

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

🌐 WEBSITE

https://smallcaps.com.au/

🎧 PODCAST

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

📱 SOCIAL MEDIA

Facebook: https://www.facebook.com/SmallCapsASX

Twitter: https://twitter.com/SmallCapsASX

LinkedIn: https://www.linkedin.com/company/small-caps/

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In this ASX small-cap analysis, we take a close look at BHM.ASX and the Broken Hill Mines story. Patrick Walter, executive chair, discusses rebuilding the mine and returning it to fully Australian ownership. We analyse what this means for the business, the local mining landscape, and what investors should watch next. The video blends interview highlights with our take on strategy, potential catalysts, and the implications of a proudly Australian ownership model for a small-cap in the mining sector.

What you'll see in this video:

- Company snapshot and recent milestones

- Leadership and ownership narrative

- Catalysts and risks for BHM.ASX

- Where this sits in the Australian mining sector

Timestamps:

0:00 Intro

0:25 Company snapshot: BHM.ASX and Broken Hill Mines

1:40 Rebuilding strategy and Australian ownership

3:05 Market implications for ASX small-caps

4:25 Recent filings context and what to watch

5:15 Final takeaways

If you found this analysis useful, subscribe for more ASX small-cap updates and follow along as we monitor Broken Hill Mines' journey.

⚠️ 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/coolabah-metals-offtake-financing-hartree-broken-hill-mines-rebranding

🔎 More on this company:

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

⸻

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

🌐 WEBSITE

https://smallcaps.com.au/

🎧 PODCAST

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

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Greenvale Energy Stock Co (GRV.ASX) is drawing attention as uranium prices and the macro backdrop boost interest in Australian small-cap energy plays. In this clip from the Noosa Mining Conference, James Rearland and Alex Shearsman discuss GRV's uranium-focused strategy: a recent drilling program is completed, follow-up targets are in play, and field work is planned for early next year with uranium at the core of the plan. The interview captures investor reception at the conference (roughly 750 attendees) and the story GRV is telling to the market. We outline what to watch next and how this could translate into a meaningful catalyst in 2026 amid a favourable macro environment.

What we cover:

- A quick snapshot of GRV.ASX and its strategy

- Latest drilling progress and upcoming field work

- Why uranium demand and macro momentum could drive value in 2026

- How to interpret the latest filings and investor conversations

Timestamps:

00:00 Intro – Noosa Mining Conference update and GRV story

00:20 30-second overview – drilling, follow-up targets, early next year focus on uranium

00:40 Macro momentum – uranium demand and macro backdrop ahead of 2026

01:10 What’s next – field work, timing, and catalysts

01:30 Wrap – investor reception and where to look for updates

If you’re tracking uranium plays or the Australian small-cap scene, subscribe for updates and review the latest company filings to form your own view.

⚠️ 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/lithium-success-neil-biddle-bitumen-greenvale-mining-evs-need

🔎 More on this company:

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

⸻

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

🌐 WEBSITE

https://smallcaps.com.au/

🎧 PODCAST

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

📱 SOCIAL MEDIA

Facebook: https://www.facebook.com/SmallCapsASX

Twitter: https://twitter.com/SmallCapsASX

LinkedIn: https://www.linkedin.com/company/small-caps/

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In this ASX small-cap update, James Whelan of SmallCaps.com.au sits down with Galaan Lithium’s JP at the Noosa Mining Conference. Galaan Lithium is a leading lithium developer in construction, with first production planned in the near term and full funding in place to bring that production online.

Key points:

- Galaan reports it is fully funded for first production and lists Clean Elements as a major shareholder; the interview also features Cameron Standup from Othium.

- The company expects to begin production in mid next year, with broader production timelines targeting around 2026.

- A Sydney-built plant will be shipped to Chile, then to Argentina (Sambal) as part of the plan to bring production online.

- Rising lithium demand—driven by EVs, data centres, and stationary storage—continues to support the case for Galaan and other lithium developers.

Timestamps:

0:00 Intro — Noosa Mining Conference interview with Galaan Lithium (GLN.ASX)

0:25 Galaan Lithium at a glance and funding

1:15 Production timeline and milestones

2:00 Logistics: shipping the Sydney-built plant to Chile and Argentina

2:45 Lithium demand drivers and market context

3:30 Leadership, shareholders and supporters

4:15 What’s next for Galaan — production mid next year and 2026 outlook

5:00 Wrap-up

If you found this update useful, consider subscribing for more ASX small-cap analysis and click the bell to get notified about Galaan Lithium and other opportunities.

⚠️ 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/galan-lithium-key-funding-offtake-fast-track-hombre-muerto-west

https://smallcaps.com.au/galan-lithium-granted-phase-2-mining-permit-hombre-muerto-west-project

https://smallcaps.com.au/galan-lithium-advances-hmw-offtake-prepayment-capital-raise

https://smallcaps.com.au/galan-lithium-capital-raising-fund-hombre-muerto-west-development

https://smallcaps.com.au/weekly-wrap-earnings-season-leaves-asx-200-higher

🔎 More on this company:

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

⸻

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

🌐 WEBSITE

https://smallcaps.com.au/

🎧 PODCAST

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

📱 SOCIAL MEDIA

Facebook: https://www.facebook.com/SmallCapsASX

Twitter: https://twitter.com/SmallCapsASX

LinkedIn: https://www.linkedin.com/company/small-caps/

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Today we take a focused look at CAZ.ASX (Kazeily Resources) and its Kalgoorlie gold project, located just north of Kalgoorlie and neighbouring Gorilla Gold. In this short analysis, we unpack the latest drill results, the drilling campaigns behind them, and what they could mean for CAZ's exploration upside and potential catalysts ahead of year-end.

Key takeaways:

- CAZ.ASX overview and project context around Kalgoorlie

- Notable intercepts from the campaign: 6m at 10.3 g/t and 10m at 5.7 g/t

- RC and Aircore programs defining mineralisation across a 700 m strike; two Aircore rigs drilling now

- Extending the target zone: around seven kilometres of strike being tested with depth targets planned for next year

- What to watch next: assays due before the close of the year

Timestamps:

00:00 Introduction

00:15 CAZ.ASX and the Kalgoorlie project overview

00:45 Drill results highlight: 6m @ 10.3 g/t and 10m @ 5.7 g/t

01:20 Drilling programmes: RC and Aircore

01:45 Strike length and targets: 7 km, 700 m mineralisation

02:20 What's next: depth targeting and next year plan

02:40 Assay results: due before year end

02:50 Final takeaway

Stay tuned for more CAZ.ASX updates and other ASX small-cap gold coverage. If you found this analysis useful, subscribe to keep informed on the catalysts and drill updates as they unfold for CAZ and peers in the sector.

⚠️ 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/mineral-resources-bid-cazaly-parker-range-iron-ore-project

https://smallcaps.com.au/cazaly-resources-namibian-cobalt-metal-price-ten-year-high

🔎 More on this company:

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

⸻

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

🌐 WEBSITE

https://smallcaps.com.au/

🎧 PODCAST

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

📱 SOCIAL MEDIA

Facebook: https://www.facebook.com/SmallCapsASX

Twitter: https://twitter.com/SmallCapsASX

LinkedIn: https://www.linkedin.com/company/small-caps/

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