SmallCaps Podcast

Lotus Resources (ASX: LOT) managing director Keith Bowes joins Small Caps to discuss the company’s restart definitive feasibility study for its Kayelekera uranium project in Malawi.

The company released the study findings last week and is now focused on fast-tracking engagements with nuclear energy utilities, arranging financing options and securing offtake deals to support the restart of the mine.

With an initial upfront capital cost of US$88 million, Kayelekera has been confirmed as one of the lowest capital cost projects of its kind in the world.

Other highlights of the study include a US$35.8 million upgrade in plant and infrastructure to improve project economics and process reliability.

Kayelekera is currently on care and maintenance since it ceased producing uranium in 2014.

A restart of the project is expected to result in an average production of 2.4 million pounds of uranium oxide per year for the first seven years of a 10-year mine life.

Lotus says the timing of Kayelekera’s restart depends on the uranium price and the economic terms relating to the company’s long-term offtake agreements.

Article:
https://smallcaps.com.au/lotus-resources-dfs-kayelekera-uranium-project-amongst-worlds-lowest-capital-cost-developments/

For more information on Lotus Resources:
https://smallcaps.com.au/stocks/LOT/

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Netccentric (ASX: NCL) executive chairman Ganesh Kumar Bangah joins Small Caps to discuss the company’s ongoing growth throughout Asia as it pioneers social media influencer marketing solutions across the region.

Netccentric has established the Nuffnang social influencer and content marketing platform, which gives it a first mover advantage in a rapidly growing global industry.

Netccentric continues to develop new technologies that leverage off Nuffnang to progress its social commerce expansion and build new revenue streams.

Articles:
https://smallcaps.com.au/netccentric-launch-web-3-0-creator-platform-joint-venture-redsquare-technologies/

For more information on Netccentric:
https://smallcaps.com.au/stocks/NCL/

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Southern Cross Gold (ASX: SXG) managing director Michael Hudson joins Small Caps to discuss the latest results in a drilling campaign at the company’s 100% owned Sunday Creek project in Victoria.

Wide and continuous zones of gold-antimony mineralisation over 100m were confirmed in the Apollo shoot with more than a dozen high-grade intercepts of up to 130g/t gold and 25.1% antimony with abundant visible gold.

The best result was a long 42m intercept grading at 4.8g/t gold equivalent from 166m, including 13m at 13.9g/t gold equivalent (10g/t gold and 2.5% antimony) from 194m. These holes delivered the second and fourth best holes to be drilled at Sunday Creek based on cumulative grade by metres.

Results also indicated the high-grade mineralisation extends above and below the drilling, which Mr Hudson says further support the project as a significant discovery in the Victorian goldfields.

As at mid-August, two drill rigs are continuing to operate at the Rising Sun and Apollo shoots at Sunday Creek.

Articles:
https://smallcaps.com.au/southern-cross-gold-hits-high-grade-gold-antimony-zones-sunday-creek-project/
https://smallcaps.com.au/southern-cross-gold-fast-tracks-drilling-sunday-creek-additional-rig/

For more information on Southern Cross Gold:
https://smallcaps.com.au/stocks/SXG/

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Kazia Therapeutics (ASX: KZA) CEO James Garner joins Small Caps to discuss the company’s ongoing development of its lead drug paxalisib, which recently generated positive interim data in a phase one clinical trial for treating brain metastases.

The drug is primarily being developed to treat glioblastoma, which is the most aggressive form of primary brain cancer in adults.

However, Kazia is actively studying paxalisib in various other forms of brain cancer and has secured US FDA orphan drug and fast-track designations for glioblastoma.

Articles:
https://smallcaps.com.au/kazia-therapeutics-reveals-response-rate-interim-data-brain-metastases-drug-trial/
https://smallcaps.com.au/world-leading-brain-cancer-experts-kazia-therapeutics-new-scientific-advisory-board/
https://smallcaps.com.au/kazia-therapeutics-awarded-us-fda-rare-drug-designation-paxalisib-childhood-brain-cancer/

For more information on Kazia Therapeutics:
https://smallcaps.com.au/stocks/KZA/

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K-TIG (ASX: KTG) managing director Adrian Smith joins Small Caps to discuss the company’s memorandum of understanding with global nuclear engineering group Darchem.

K-TIG and Darchem will collaborate to make the agreement binding, with the intent to novate a 3 cubic meter intermediate level waste nuclear storage container.

Ultimately, K-TIG will assume responsibility for fabricating the specialised nuclear waste containers, which would extend its commercial presence in the industry in the UK and EU.

Articles:
https://smallcaps.com.au/k-tig-signs-mou-darchem-engineering-nuclear-waste-storage/
https://smallcaps.com.au/k-tig-unveils-record-march-quarter-sales-revenue/

For more information on K-TIG:
https://smallcaps.com.au/stocks/KTG/

See omnystudio.com/listener for privacy information.

ioneer (ASX: INR) managing director Bernard Rowe joins Small Caps to discuss the company’s latest offtake agreement, which represents 19% of the planned lithium carbonate production from its Rhyolite Ridge operation.

Prime Planet Energy & Solutions, is a joint venture subsidiary of Toyota and Panasonic, and will purchase 4,000tpa of lithium from the mine for five years.

This deal follows earlier binding offtake agreements with Ford and EcoPro, and is the last pre-production lithium carbonate supply commitment ioneer will make for Rhyolite Ridge.

Article:
https://smallcaps.com.au/ioneer-rhyolite-ridge-lithium-offtake-deal-toyota-panasonic-battery-joint-venture/

For more information on ioneer:
https://smallcaps.com.au/stocks/INR/

See omnystudio.com/listener for privacy information.

Spectur (ASX: SP3) managing director Gerard Dyson joins Small Caps to discuss the company’s latest quarterly results and expansion plans.

The Australian solar-powered security provider is a developer, manufacturer and integrated seller of innovative hardware and disruptive cloud-based software technology to industries including government and utilities, and the building, construction and civil sector.

For the full 2022 financial year, Spectur reported a record revenue performance of $5.83 million, up 11% on FY2021. Of this total, $3.33 million, or 57%, was classified as recurring revenue. The company’s unweighted sales pipeline has grown to $10.2 million by mid-July, which bodes well for continued growth in the new financial year.

Spectur recently announced firm commitments from investors to raise $1.86 million to fund its expansion and marketing plans. It also aims to raise between $500,000 and $1.15 million through a security purchase plan.

The company’s plan for the proceeds involves its expansion across regional Australia and the development of its globalised modular platform. Spectur also stated plans to expand into select US states to capture a near-term $300 million-plus market.

Articles:
https://smallcaps.com.au/spectur-launches-capital-raising-fund-regional-growth/

For more information on Spectur:
https://smallcaps.com.au/stocks/SP3/

See omnystudio.com/listener for privacy information.

Trigg Mining (ASX: TMG) managing director Keren Paterson joins Small Caps to discuss the company’s latest plans for its Lake Throssell sulphate of potash (SOP) project in Western Australia.

The Perth-based explorer has kicked off a new field season including establishing new access tracks in preparation for air core and water bore drilling at the project. Results from these activities are expected to be used to support an estimation of Lake Throssell’s initial ore reserves.

Trigg also recently completed a sighter evaporation trial on brine samples with logged data to be used to establish guideline conditions for a proposed bulk evaporation program planned to commence in late July.

This program is aimed at simulating operational steady-state brine evaporation and will generate salt products for trialling optional SOP processing routes. The data will be incorporated into the Lake Throssell pre-feasibility study.

Meanwhile, Trigg has received an allocation of up to $180,000 under the WA government’s Exploration Incentive Scheme to co-fund an air core drilling program at the Lake Yeo SOP project, south of Lake Throssell.

The company hopes Lake Yeo could be a repeat of Lake Throssell, which is estimated to contain a total drainable mineral resource of 14.4 million tonnes at 4,665 milligrams per litre of potassium.

Articles:
https://smallcaps.com.au/trigg-mining-starts-new-field-season-strong-quarter-progress-lake-throssell-sop-project/
https://smallcaps.com.au/trigg-mining-completes-trial-brine-samples-lake-throssell-sulphate-of-potash-project/

For more information on Trigg Mining:
https://smallcaps.com.au/stocks/TMG/

See omnystudio.com/listener for privacy information.

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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ioneer (ASX: INR) managing director Bernard Rowe joins Small Caps to discuss the latest milestones in advancing its flagship Rhyolite Ridge lithium-boron project in Nevada. The company plans to provide critical lithium carbonate/hydroxide domestic supply from Rhyolite Ridge for the United States lithium-ion battery and EV supply chains. Motor giant Ford has just signed a binding agreement to purchase 7,000tpa of lithium from the project for five years.Articles:https://smallcaps.com.au/ioneer-supply-ford-lithium-rhyolite-ridge-binding-offtake-deal/https://smallcaps.com.au/ioneer-now-open-north-american-investors-listing-nasdaq/For more information on ioneer:https://smallcaps.com.au/stocks/INR/

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