SmallCaps Podcast

ASX small-cap Talga Group (TLG.ASX) sits at the crossroads of graphite supply, battery materials and next-gen manufacturing technology. In this quick analysis, James Whelan from smallcatch sits down with Mark Thompson to unpack what Talga does, why Sweden matters and what the US expansion could mean for investors.

What Talga does

Talga makes battery materials and battery‑making technology, specialising in graphite—the largest volume mineral in a battery. The company highlights a very high grade graphite project in Sweden, with a reserve around 24%. The discussion also covers how Talga uses this graphite—through watching drill cores and passing current through the material—to produce high‑performance battery materials from graphite flakes.

Sweden project and US expansion

We chat about the Sweden deposit and how Talga plans to scale into the USA, outlining potential milestones and what investors should watch next.

Why it matters

For investors, Talga sits at the interface of graphite supply and next‑gen battery tech, with a story that could influence supply chains and pricing in the coming years.

Timestamps

0:00 Intro with James Whelan and Mark Thompson

0:40 What Talga does: graphite materials for batteries

1:25 Sweden's high-grade graphite deposit (24% reserve)

2:10 Drill core demo and material properties

3:05 US expansion plans

3:50 Final thoughts and investor context

If you're following Talga, hit subscribe for updates on milestones like the Sweden project and the push into the US market, and drop your thoughts in the comments below.

⚠️ 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/talga-group-launches-recycled-battery-waste-graphite-anode-product-talnode-r

https://smallcaps.com.au/talga-group-nunasvaara-south-europe-natural-graphite-court-win

https://smallcaps.com.au/talga-group-multi-year-offtake-nyobolt-talnode-c-graphite-anode

https://smallcaps.com.au/talga-strategic-project-status-nunasvaara-south-graphite-mine-sweden

https://smallcaps.com.au/lithium-giant-sqm-partners-talga-group-aero-project-earn-in-agreement

🔎 More on this company:

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

⸻

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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In this ASX small-cap analysis, James Whelan sits down with Scott Winter, Managing Director and CEO of Critical Minerals Group (CMG.ASX), to unpack CMG’s Linfield-Vanadium project in Queensland and its pit-to-battery strategy for grid-scale energy storage. The discussion covers building a full supply chain from vanadium ore to electrolyte, the upcoming pre-feasibility study (PFS), and how a strong partner in Iremitsu supports governance, funding, and market access.

What CMG is doing: The company is rooted in vanadium with a focus on flow batteries for long-duration storage. The plan is to create a complete supply chain—from mine production of vanadium pentoxide to the active material, vanadium electrolyte, and downstream customers—delivering energy solutions domestically and internationally. Aiming for 99.5% vanadium pentoxide purity for battery-grade electrolyte, CMG targets secure off-take agreements with dry battery suppliers and partners such as Sumitomo, Invinity, and Cellcube H2.

Milestones and technical progress: CMG has bench-scale testing underway to optimise the process and has piloted the flowsheet to better reflect commercial conditions. The PFS will cover mine development and the electrolyte plant to utilise pentoxide at the required scale. The company has completed a power solution and secured good water access, while infrastructural considerations and site selection (Linfield near Julia Creek) support a robust project plan. Next year’s milestones include delivering the PFS and advancing grid-storage tenders and partnerships.

Partnerships and funding: Iremitsu has provided strategic backing, governance, and access to networks that can accelerate market deployment. A 2.7 million grant from government funding is being deployed to fast-track the domestic end-to-end supply chain—supporting bulk sampling, EIS work, environmental and water studies, and connectivity to facilities like the QR cuff facility in Townsville.

Market outlook and demand: Domestic tenders such as South Australia’s 700 MW of eight-hour-plus storage and the NSW El-Tesa scheme illustrate strong appetite for long-duration storage. International interest is growing with conversations in the US, UK and Europe. Vanadium electrolyte plays a critical role in longer-duration storage, complementing lithium systems and enabling reliable night-time grid support.

Competitive advantages: Linfield’s near-town location, mineralised weathered material at shallow depths (0–20 m), and proximity to rail and road infrastructure support easier mining and logistics. The Linfield resource, plus three other tenements, creates a strategic footprint in an area with strong regulatory applicability and water access.

Next catalysts: The PFS release in early next year will be a key milestone, alongside ongoing discussions with potential offtake partners and government bodies. The team is also exploring electrolyte plant designs at 10-20 MW scale to meet rising demand as opportunities mature.

Final thoughts: The CMG team is energised by the opportunity to link a local, end-to-end supply chain with grid-scale storage needs, backed by a capable strategic partner and supportive funding. There’s a positive momentum across milestones, market interest, and policy alignment that could underpin real value in the near term.

If you want more CMG updates, subscribe for ongoing coverage and new developments in Australian energy metals.

⚠️ 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.

🔎 More on this company:

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

⸻

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

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In this ASX small-cap analysis, James Whelan sits down with Scott Winter, Managing Director and CEO of Critical Minerals Group (CMG.ASX), to unpack CMG’s Linfield-Vanadium project in Queensland and its pit-to-battery strategy for grid-scale energy storage. The discussion covers building a full supply chain from vanadium ore to electrolyte, the upcoming pre-feasibility study (PFS), and how a strong partner in Iremitsu supports governance, funding, and market access.

What CMG is doing: The company is rooted in vanadium with a focus on flow batteries for long-duration storage. The plan is to create a complete supply chain—from mine production of vanadium pentoxide to the active material, vanadium electrolyte, and downstream customers—delivering energy solutions domestically and internationally. Aiming for 99.5% vanadium pentoxide purity for battery-grade electrolyte, CMG targets secure off-take agreements with dry battery suppliers and partners such as Sumitomo, Invinity, and Cellcube H2.

Milestones and technical progress: CMG has bench-scale testing underway to optimise the process and has piloted the flowsheet to better reflect commercial conditions. The PFS will cover mine development and the electrolyte plant to utilise pentoxide at the required scale. The company has completed a power solution and secured good water access, while infrastructural considerations and site selection (Linfield near Julia Creek) support a robust project plan. Next year’s milestones include delivering the PFS and advancing grid-storage tenders and partnerships.

Partnerships and funding: Iremitsu has provided strategic backing, governance, and access to networks that can accelerate market deployment. A 2.7 million grant from government funding is being deployed to fast-track the domestic end-to-end supply chain—supporting bulk sampling, EIS work, environmental and water studies, and connectivity to facilities like the QR cuff facility in Townsville.

Market outlook and demand: Domestic tenders such as South Australia’s 700 MW of eight-hour-plus storage and the NSW El-Tesa scheme illustrate strong appetite for long-duration storage. International interest is growing with conversations in the US, UK and Europe. Vanadium electrolyte plays a critical role in longer-duration storage, complementing lithium systems and enabling reliable night-time grid support.

Competitive advantages: Linfield’s near-town location, mineralised weathered material at shallow depths (0–20 m), and proximity to rail and road infrastructure support easier mining and logistics. The Linfield resource, plus three other tenements, creates a strategic footprint in an area with strong regulatory applicability and water access.

Next catalysts: The PFS release in early next year will be a key milestone, alongside ongoing discussions with potential offtake partners and government bodies. The team is also exploring electrolyte plant designs at 10-20 MW scale to meet rising demand as opportunities mature.

Final thoughts: The CMG team is energised by the opportunity to link a local, end-to-end supply chain with grid-scale storage needs, backed by a capable strategic partner and supportive funding. There’s a positive momentum across milestones, market interest, and policy alignment that could underpin real value in the near term.

If you want more CMG updates, subscribe for ongoing coverage and new developments in Australian energy metals.

⚠️ 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.

🔎 More on this company:

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

⸻

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, James Whelan sits down with Blue Energy MD and CEO John Phillips (BLU.ASX) to unpack the company’s plans to bring gas to market in Queensland and the Northern Territory.

We cover Blue Energy’s Moorumbah/central Queensland assets, the Sapphire PL 1034 licence unlocking drilling and production, and the offtake agreements with AGL, Origin Energy and QPM that underpin a future pipeline approach. The discussion also delves into pilot wells, environmental controls, and the steps required to connect production to market through a central Queensland gas pipeline and related infrastructure.

Timestamps:

00:01 Intro with James Whelan and John Phillips

00:28 Market backdrop: gas vs renewables in Australia

01:30 Blue Energy overview: Moorumbah, reserves, and offtake

02:15 Sapphire PL 1034 licence: what it unlocks

03:45 Environmental studies and approvals

04:50 Pipeline context: central Queensland pipeline

05:55 Cap raise and capital allocation

06:40 Pilot wells: status and next steps

07:50 Moorumbah vs 854 drilling strategy

09:10 ATP 854 progress and near-term milestones

10:45 Northern Territory exploration and seismic data

11:30 JV and farming-in strategy

11:50 SPP oversubscription and investor sentiment

12:45 Corporate governance and milestone tracking

14:00 Market context and government energy roadmap

15:40 What to watch next: 3-4 key milestones

17:30 Summary and why BLU matters

19:00 Outro and next updates

If you found this analysis helpful, please subscribe for more ASX small-cap insights and share your view in the comments.

⚠️ 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/blue-energys-oversubscribed-spp-investor-confidence-gas-future

https://smallcaps.com.au/blue-energy-restarts-sapphire-gas-production-petroleum-lease-discussions-continue

https://smallcaps.com.au/blue-energy-fast-track-sapphire-gas-favourable-queensland-court-ruling

https://smallcaps.com.au/blue-energy-granted-go-ahead-sapphire-gas-developments-queensland

https://smallcaps.com.au/blue-energy-sapphire-pilot-gas-wells-back-online

🔎 More on this company:

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

⸻

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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On IPO day for Golden Globe Resources (GGR.ASX), we take a close, balanced look at what the listing means for the company and Australian mining peers. This analysis is aimed at ASX small‑cap followers and explains how the veteran mining executive background informs strategy as Golden Globe lines up a two‑year budget across three exploration projects.

Key points covered:

- The team and leadership: background on CEO Colin MacMillan and how his Newcrest Mining pedigree supports the project portfolio

- IPO details: oversubscription outcomes and the allocated raise used to fund the three projects

- Portfolio overview: Dulou Creek as the flagship project near Mount Morgan, plus Neela Creek in the New England region (Queensland) with Devonian context

- Strategic milestones: how the two‑year budget aligns with exploration targets and potential catalysts for value

Timestamps:

0:00 IPO day highlights

0:50 Meet the team: James Whelan and Colin MacMillan

2:15 CEO background and company history

3:40 IPO details and planned spend

4:50 The three projects in the portfolio

6:00 Dulou Creek – flagship project near Mount Morgan

7:30 Neela Creek – near Orange, QLD

9:00 Budget and deployment over two years

9:45 What investors should watch next

10:30 Staying updated with our coverage

If you want more ASX small-cap updates like this, subscribe and turn on notifications to catch our next analysis of Golden Globe Resources and other Australian mining explorers.

⚠️ 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.

🔎 More on this company:

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

⸻

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/

📬 NEWSLETTER

https://smallcaps.com.au/subscribe/

Golden Globe Resources (GGR.ASX) has just listed on the ASX, and this video offers a fresh, easy-to-digest analysis of what the listing means for investors. James Whelan sits down with Colin (head of the company) and Ray (board member) at the Exchange Place in Sydney to unpack the milestone, the near-term drilling plan, and what comes next as the company moves from exploration toward production. Expect insights into the listing journey, the role of advisers, and the resilience of shareholders who kept the project alive for seven years. We reference the interview line 'Hope is not a strategy' to frame a pragmatic approach to milestones rather than relying on optimism alone.

Timestamps:

0:00 Introduction and milestone overview

0:35 Listing moment with Colin and Ray

1:05 Drilling plan and readiness

2:10 The ASX process and adviser input

3:00 Shareholder perseverance and near-term catalysts

3:50 What comes next for GGR

4:30 Final thoughts and staying updated

What to watch for: drilling results, exploration progress, potential catalysts, and the company’s transition from exploration to production.

Stay updated by subscribing and turning on notifications to catch future ASX small-cap updates on Golden Globe Resources and other mining 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.

🔎 More on this company:

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

⸻

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/

📬 NEWSLETTER

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Livium Limited (LIT.ASX) is a clean energy player focused on recycling lithium‑ion batteries, solar panels and rare earth elements through its market‑leading EnviroStream operation. In this interview, we unpack Livium’s growth strategy, recent partnerships, and a capital raise that underpins expansion into adjacent revenue streams.

What we cover:

- Who Livium is, and what EnviroStream does as Australia’s leading end‑of‑life lithium‑ion battery recycler

- The big market opportunity: end‑to‑end recycling of clean energy waste and the growth outlook across batteries, magnets, and solar panels

- Key milestones in FY25 including the move to profitability for EnviroStream, client wins (BYD, Hyundai, Volvo, Hythium, among others), and the Mineral Resources joint development around LENA extraction

- Near‑adjacencies: rare earth magnets recovery and solar panel recycling, including University of Melbourne microwave tech with high yields and low energy use

- The VSPC cathode active material project and a $30m Australian government grant

- Partnerships that set the foundation for scale: Wong Quan S&T for solar panel delamination machinery, Iron Drive for DES extraction of silicon and silver, and the role of these partners in progressing black mass recovery

- The four‑and‑a‑half million placement: use of proceeds to build a hub and two sites into a single, future‑proofed facility with planned spokes to WA and Queensland to lift efficiency and reduce logistics costs

- What’s coming next: further announcements on Melbourne collaboration, more solar panel shipments, and progress on rare earth magnets and materials

Timestamps (clickable):

00:01 - Introduction to Livium and EnviroStream

00:50 - Meet Livium’s CEO, Simon Ling

01:11 - What Livium does and its core business

02:24 - Scale of the clean energy waste opportunity and adjacencies

04:42 - Market outlook and size of the opportunity in batteries, magnets, and solar

05:12 - FY25 highlights: EnviroStream profitability and client wins

07:04 - JV with Mineral Resources and LENA extraction technology

07:15 - Rare earth magnets and solar panel partnerships

10:56 - Recap of partnerships and tech focus

11:05 - Capital raise: strategy and use of proceeds

11:23 - Hub build and expansion into WA/QLD (spokes)

13:04 - What investors should watch in the next 6–12 months

13:10 - Near‑term milestones and announcements

14:53 - Final thoughts and outlook

15:04 - Closing remarks

15:23 - End of video

Why this matters: Livium sits at the crossroads of clean energy and critical minerals, with a portfolio of technologies and partnerships designed to monetise waste and recover valuable materials as demand for sustainable energy storage and electronics grows globally. The company’s ability to optimise end‑of‑life streams, coupled with government funding and technical collaborations, positions it for scalable growth over the coming years.

If you found this analysis helpful, like the video and subscribe for ongoing ASX small‑cap coverage focused on clean energy, recycling and critical materials. Share your thoughts in the comments on Livium’s strategy, the viability of the Melbourne microwave technology, and the potential of rare earth element recoveries to reshape the supply chain.

⚠️ 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/livium-global-rights-microwave-technology-rare-earth-elements-extraction

https://smallcaps.com.au/noviqtech-livium-digital-battery-recycling-initiative-tokenised-esg

https://smallcaps.com.au/livium-preferred-recycler-status-new-byd-australia-agreement

https://smallcaps.com.au/livium-continues-success-sell-parker-battery-recycling-agreement

https://smallcaps.com.au/weekly-wrap-nvidia-airtrunk-australian-market

🔎 More on this company:

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

⸻

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/

📬 NEWSLETTER

https://smallcaps.com.au/subscribe/

On IPO day for Golden Globe Resources (GGR.ASX), we take a close, balanced look at what the listing means for the company and Australian mining peers. This analysis is aimed at ASX small‑cap followers and explains how the veteran mining executive background informs strategy as Golden Globe lines up a two‑year budget across three exploration projects.

Key points covered:

- The team and leadership: background on CEO Colin MacMillan and how his Newcrest Mining pedigree supports the project portfolio

- IPO details: oversubscription outcomes and the allocated raise used to fund the three projects

- Portfolio overview: Dulou Creek as the flagship project near Mount Morgan, plus Neela Creek in the New England region (Queensland) with Devonian context

- Strategic milestones: how the two‑year budget aligns with exploration targets and potential catalysts for value

Timestamps:

0:00 IPO day highlights

0:50 Meet the team: James Whelan and Colin MacMillan

2:15 CEO background and company history

3:40 IPO details and planned spend

4:50 The three projects in the portfolio

6:00 Dulou Creek – flagship project near Mount Morgan

7:30 Neela Creek – near Orange, QLD

9:00 Budget and deployment over two years

9:45 What investors should watch next

10:30 Staying updated with our coverage

If you want more ASX small-cap updates like this, subscribe and turn on notifications to catch our next analysis of Golden Globe Resources and other Australian mining explorers.

⚠️ 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.

🔎 More on this company:

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

⸻

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/

📬 NEWSLETTER

https://smallcaps.com.au/subscribe/

Livium Limited (LIT.ASX) is a clean energy player focused on recycling lithium‑ion batteries, solar panels and rare earth elements through its market‑leading EnviroStream operation. In this interview, we unpack Livium’s growth strategy, recent partnerships, and a capital raise that underpins expansion into adjacent revenue streams.

What we cover:

- Who Livium is, and what EnviroStream does as Australia’s leading end‑of‑life lithium‑ion battery recycler

- The big market opportunity: end‑to‑end recycling of clean energy waste and the growth outlook across batteries, magnets, and solar panels

- Key milestones in FY25 including the move to profitability for EnviroStream, client wins (BYD, Hyundai, Volvo, Hythium, among others), and the Mineral Resources joint development around LENA extraction

- Near‑adjacencies: rare earth magnets recovery and solar panel recycling, including University of Melbourne microwave tech with high yields and low energy use

- The VSPC cathode active material project and a $30m Australian government grant

- Partnerships that set the foundation for scale: Wong Quan S&T for solar panel delamination machinery, Iron Drive for DES extraction of silicon and silver, and the role of these partners in progressing black mass recovery

- The four‑and‑a‑half million placement: use of proceeds to build a hub and two sites into a single, future‑proofed facility with planned spokes to WA and Queensland to lift efficiency and reduce logistics costs

- What’s coming next: further announcements on Melbourne collaboration, more solar panel shipments, and progress on rare earth magnets and materials

Timestamps (clickable):

00:01 - Introduction to Livium and EnviroStream

00:50 - Meet Livium’s CEO, Simon Ling

01:11 - What Livium does and its core business

02:24 - Scale of the clean energy waste opportunity and adjacencies

04:42 - Market outlook and size of the opportunity in batteries, magnets, and solar

05:12 - FY25 highlights: EnviroStream profitability and client wins

07:04 - JV with Mineral Resources and LENA extraction technology

07:15 - Rare earth magnets and solar panel partnerships

10:56 - Recap of partnerships and tech focus

11:05 - Capital raise: strategy and use of proceeds

11:23 - Hub build and expansion into WA/QLD (spokes)

13:04 - What investors should watch in the next 6–12 months

13:10 - Near‑term milestones and announcements

14:53 - Final thoughts and outlook

15:04 - Closing remarks

15:23 - End of video

Why this matters: Livium sits at the crossroads of clean energy and critical minerals, with a portfolio of technologies and partnerships designed to monetise waste and recover valuable materials as demand for sustainable energy storage and electronics grows globally. The company’s ability to optimise end‑of‑life streams, coupled with government funding and technical collaborations, positions it for scalable growth over the coming years.

If you found this analysis helpful, like the video and subscribe for ongoing ASX small‑cap coverage focused on clean energy, recycling and critical materials. Share your thoughts in the comments on Livium’s strategy, the viability of the Melbourne microwave technology, and the potential of rare earth element recoveries to reshape the supply chain.

⚠️ 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/livium-global-rights-microwave-technology-rare-earth-elements-extraction

https://smallcaps.com.au/noviqtech-livium-digital-battery-recycling-initiative-tokenised-esg

https://smallcaps.com.au/livium-preferred-recycler-status-new-byd-australia-agreement

https://smallcaps.com.au/livium-continues-success-sell-parker-battery-recycling-agreement

https://smallcaps.com.au/weekly-wrap-nvidia-airtrunk-australian-market

🔎 More on this company:

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

⸻

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/

📬 NEWSLETTER

https://smallcaps.com.au/subscribe/

Golden Globe Resources (GGR.ASX) has just listed on the ASX, and this video offers a fresh, easy-to-digest analysis of what the listing means for investors. James Whelan sits down with Colin (head of the company) and Ray (board member) at the Exchange Place in Sydney to unpack the milestone, the near-term drilling plan, and what comes next as the company moves from exploration toward production. Expect insights into the listing journey, the role of advisers, and the resilience of shareholders who kept the project alive for seven years. We reference the interview line 'Hope is not a strategy' to frame a pragmatic approach to milestones rather than relying on optimism alone.

Timestamps:

0:00 Introduction and milestone overview

0:35 Listing moment with Colin and Ray

1:05 Drilling plan and readiness

2:10 The ASX process and adviser input

3:00 Shareholder perseverance and near-term catalysts

3:50 What comes next for GGR

4:30 Final thoughts and staying updated

What to watch for: drilling results, exploration progress, potential catalysts, and the company’s transition from exploration to production.

Stay updated by subscribing and turning on notifications to catch future ASX small-cap updates on Golden Globe Resources and other mining 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.

🔎 More on this company:

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

⸻

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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