SmallCaps Podcast

SmallCaps Podcast

By SmallCapsBusinessInvesting
Download on the App Store

SmallCaps Podcast episodes

  • Resolution Minerals: 189m @ 1.3 g/t Gold — Tiger by the Tail at Golden Gate
    In this ASX small-cap analysis, we dive into Resolution Minerals (RML.ASX) and the latest drill results at the Golden Gate target. The standout intercept is 189 metres long at 1.3 g/t gold, drilled deeper than historic campaigns, ending in mineralisation and supporting the theory that grades may increase with depth. With a three-kilometre by half-kilometre target area and multiple high-grade zones, the team is positioned for a busy drill program and more news in the near term.
    Key points from the interview:
    - Shallow to deeper drilling: the 189m hole ends in mineralisation, suggesting potential for higher grades deeper down.
    - Near-term catalysts: nine additional holes are planned, with potential results in the next two weeks.
    - Proximity to Permitting and compelling adjacent projects: Stibnite/Antimony Ridge context and permitting work slated for a larger antimony footprint nearby.
    - Big-name interest: Agnico Eagle’s significant investment alongside JP Morgan’s financing discussions highlights growing strategic upside in the Idaho Idaho corridor and the broader US–Australia framework for critical metals.
    - US–Australia critical metals framework: commentary on how recent discussions support the US shift toward secure supply chains and the accompanying funding and policy momentum.
    - What’s next for Resolution: bulk sampling at Antimony Ridge, ongoing permitting under an environmental assessment, and the role of Kingston Process Metallurgy in developing a processing flow sheet.
    Timestamps:
    0:00 Intro and key news
    0:15 189m intercept at Golden Gate: what it means
    1:46 Implications of ending in mineralisation and depth potential
    2:17 Near-term news flow: nine more holes and Idaho convention context
    3:10 Idaho Mining Association convention and US critical metals momentum
    4:22 Market context: Agnico Eagle and JP Morgan investments nearby
    5:11 Antimony Ridge permitting plans and project potential
    6:15 US–Australia critical metals framework and policy backdrop
    7:30 What to watch next: phase two drilling and bulk sampling
    If you want more frequent updates on Resolution Minerals, subscribe and hit the bell to catch future drill results and permitting updates, and visit SmallCaps.com.au for the latest research and 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/resolution-minerals-moving-quickly-follow-up-gold-discovery-horse-heaven
    https://smallcaps.com.au/resolution-minerals-partners-kpm-tribeca-advance-horse-heaven-antimony-project
    https://smallcaps.com.au/resolution-minerals-investment-tribeca-horse-heaven-project-development
    https://smallcaps.com.au/resolution-minerals-horse-heaven-project-continues-gain-attention-key-us-meeting
    https://smallcaps.com.au/resolution-minerals-expands-drilling-at-idahos-horse-heaven-project
    🔎 More on this company:
    https://smallcaps.com.au/stocks/asx-rml/
    ⸻
    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/
    0 min
  • Kaiser Reef: Henty Growth, Maldon Potential & A1 Update (KAU.ASX)
    Kaiser Reef (KAU.ASX) is shaping up as a genuine ASX small-cap growth story. In this interview-style analysis, James Whelan sits down with Kaiser Reef’s new managing director Brad Valiukas to unpack how the company is turning an exploration-led portfolio into a production-led growth machine. Kaiser Reef owns and operates the Henty Gold Mine in Tasmania, a long-life underground operation with a 300,000 tpa processing plant, plus the Maldon Gold Project in Victoria, which includes the Union Hill Gold Mine and a 200,000 tpa processing facility, plus a strong exploration footprint across the historic Maldon Goldfield. The September quarterly update highlights continued strength at Henty and meaningful progress at Maldon, underscoring a transition from exploration focus to a bigger, self-funded growth business.
    Brad explains his background as a mining engineer with extensive production and operational experience, and why Kaiser’s asset mix is a strong fit for delivering the next phase of growth. The conversation covers: the Kaiser's path from exploration to production, optimising Henty, and setting up Maldon for district-scale growth. You’ll hear how the team plans to push throughputs, manage fixed costs, and feed the “beast” at the top end while expanding underground capacity.
    Key takeaways from the September quarterly production report include: just over 8,100 ounces produced at a head grade of 4.12 g/t with recoveries around 90%, underscoring solid operating momentum post-acquisition. The team is already testing additional crushing capacity to lift throughput and improve cost efficiency, with spare milling capacity available for near-term optimisation. An ongoing resource and reserve refresh on the underground at Henty will feed the longer-term plan to grow both production and reserves.
    Drilling at Maldon is underway, focusing on district-scale expansion opportunities that could underpin a broader production pipeline. The company remains self-funded with a debt-free balance sheet and is pursuing multiple growth avenues across Henty and Maldon, while acknowledging that the A1 project is transitioning to care and maintenance. This context positions Kaiser well for both near-term cash flow and longer-term growth opportunities.
    Timestamps:
    00:00 Introduction
    01:16 Brad Valiukas’ background and Kaiser's leadership transition
    01:53 Growth strategy and optimisation focus for Henty
    02:36 September quarterly production update at Henty
    03:09 Assessment of Henty performance, grade and recoveries
    04:31 Throughput expansion and plant bottlenecks
    05:42 Maldon drilling update and district-scale potential
    06:16 Maldon district-scale opportunity and infrastructure
    07:47 A1 Gold project context and care/maintenance decision
    08:37 Kaiser’s production base and Maldon potential
    09:50 Priorities for the next 6–12 months (operational & strategic)
    10:24 Shareholder message and closing remarks
    If you found this analysis helpful, subscribe for Kaiser Reef updates and turn on notifications to catch the next phase of growth at Henty and Maldon.
    ⚠️ 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/kaiser-reef-becomes-latest-gold-explorer-debut-asx
    🔎 More on this company:
    https://smallcaps.com.au/stocks/asx-kau/
    ⸻
    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/
    0 min
  • Resolution Minerals doubles drill programme at Horse Heaven and expands land
    An in-depth ASX small-cap update on Resolution Minerals (RML.ASX). James Whelan chats with Craig Lindsay, Head of US Operations, about the expansion of the Horse Heaven drill programme and the strategic land package now under control. The video breaks down what changed, why it matters, and what investors should watch next as the company eyes a maiden resource.
    What we cover:
    - Expanded land package: around 59 square kilometres after adding ~600 acres near the southern end, adjacent to the Stibnite district and its active financing backdrop.
    - Drill programme expansion: the plan extends drilling into October, switching from core to RC drilling to roughly double the footage and accelerate knowledge of the Golden Gate target.
    - QA/QC and cost dynamics: core provides structural detail, RC offers lower cost and higher footage; the plan combines both to map the structure along Golden Gate.
    - Golden Gate mineralisation: ongoing gold dominance with tungsten potential at the northern end, plus an antimony anomaly parallel to the fault zone.
    - Assay timing and catalysts: eight holes drilled, three samples submitted to ALS with a four-to-six week turnaround; potential maiden resource next year.
    - Near-term catalysts: RC results, stream sediment results around a buried intrusion, metallurgical test work, and a refreshed financing position.
    - Operational context: strong relationships with the town of Yellow Pine and the US Forest Service underpin the extended drill season and broader project progress.
    Why this matters for shareholders:
    The combination of an expanded land package and a longer drill window could accelerate the path to a maiden resource while preserving optionality on tungsten and antimony signals at Golden Gate. Management views the extended season as a way to generate more data with a more efficient RC phase later in the year, helping to de-risk the project and bolster the funding runway.
    Timestamps
    00:00 Intro and overview
    00:34 Land holdings expanded
    02:03 Drill programme expansion details
    04:32 Forest Service extension and local community relationship
    06:34 Core vs RC drilling: QA/QC and cost
    08:24 Golden Gate mineralisation: gold with tungsten potential
    10:07 Assay turnaround and near-term news
    11:16 Key catalysts to watch
    12:20 Financing and forward plan
    12:49 Maiden resource target and planning
    13:45 Summary and next steps
    If you enjoyed this update and want more ASX small-cap analysis and the latest on Resolution Minerals, hit subscribe and turn on notifications so you don’t miss the maiden resource data as it’s released.
    ⚠️ 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/resolution-minerals-expands-drilling-at-idahos-horse-heaven-project
    https://smallcaps.com.au/resolution-minerals-launches-major-sampling-program-horse-heaven-project
    https://smallcaps.com.au/resolution-minerals-raises-horse-heaven-project-expansion
    https://smallcaps.com.au/resolution-minerals-hits-high-grade-antimony-silver-gold-horse-heaven-project
    https://smallcaps.com.au/resolution-minerals-gold-tungsten-maiden-drilling-golden-gate-target
    🔎 More on this company:
    https://smallcaps.com.au/stocks/asx-rml/
    ⸻
    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/
    0 min
  • WIN Medals pivots to Radio Gold Mine: near-term restart plan and opportunities
    WIN Medals (WIN.ASX) has pivoted from nickel and lithium to gold, acquiring the Radio Gold Mine in Bullfinch, WA. This video unpacks what the acquisition includes (a mine, equipment, a partly constructed processing plant and working capital), why the Radio Gold Mine offers a rare high-grade opportunity, and the roadmap to a restart in the next 12 months. We also cover near-surface targets around Radio Rapida, Radio South and Radio Man, and the 9,000 metre drill program aimed at identifying open-pit sources that could accelerate cash flow. The plan weighs on-site processing versus toll milling and considers nearby tolling opportunities in the Southern Cross region, aided by the sunk capital already in place. Beyond Radio, the video touches on the Butchers Creek project, Mount Edwards Nickel and Lithium projects, and latent value across the portfolio that could be monetised alongside the gold strategy. With gold at all-time highs, this pivot could unlock multiple catalysts for WIN holders.
    Timestamps:
    00:00 Intro and WIN Medals overview
    00:13 Interview with Steve Norregaard
    00:45 Radio Gold Mine acquisition details
    01:57 Production history and ore grade
    02:10 Nearby exploration targets and near-surface opportunities
    02:56 Short-term development plan and open pits
    03:14 On-site processing vs toll milling options
    04:07 KPIs and six-to-twelve month targets
    05:52 Restart milestones and timeline
    06:06 Other assets in WIN: Butchers Creek, Mount Edwards (Nickel/Lithium)
    07:40 Latent value and potential monetisation
    08:13 Final thoughts and what to watch next
    If you found this analysis helpful, subscribe for more ASX small-cap updates and insights on WIN.ASX and peers, and share 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/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/
    📬 NEWSLETTER
    https://smallcaps.com.au/subscribe/
    0 min
  • Way2VAT Buys RBCVat: UK Expansion & 4-Pillar Strategy Unveiled
    In this ASX small-cap analysis, Way2VAT (W2V.ASX) announces the acquisition of RBCVat in the UK as part of its four-pillar growth strategy: VAT reclaim, APAI real-time invoice validation, VAT consultancy, and a next-gen invoicing tech. James Whelan sits down with Amos Simantov, CEO of Way2VAT, to unpack the strategic rationale, the deal terms, and what the move means for revenue, profitability, and cross-border VAT reclaim for global enterprises.
    What we cover:
    - Quick recap of Way2VAT's platform: fully automated VAT reclaim for multinational clients, handling millions of receipts and invoices, across 40 jurisdictions.
    - Why RBCVat fits: established UK footprint and deep VAT consultancy capabilities, with US-based and EU clients, enabling cross-sell into Way2VAT's core VAT reclaim ecosystem.
    - Deal terms and financials: ~GBP2m valuation, c.GBP0.5m annual profit prior to the acquisition, and funding plan targeting ~AUD3m (split between growth capital and deal funding). Anticipated impact on the group P&L and milestones.
    - APAI integration: immediate internal benefits for RBC's processes and a scalable SaaS platform for clients, with potential for broad client adoption.
    - Growth potential: cross-sell across existing clients, entrance into new verticals, and alignment with a 1bn revenue, 1,000+ employee client profile.
    - Risks and milestones: retain key staff and clients, achieve targeted revenue and profitability, and monitor integration progress.
    Timestamps:
    00:00 Introduction
    00:20 Way2VAT at a glance
    01:45 Four-pillar strategy explained
    03:15 RBC's UK footprint and client base
    04:01 Acquisition terms and valuation
    05:49 Client overlap and cross-sell potential
    06:39 Sector reach and ideal client profile
    07:18 Cross-sell roadmap and synergy
    09:09 Talent retention plan
    10:37 APAI integration: internal use to start
    11:56 SaaS roadmap and platform strategy
    12:03 Revenue and margin outlook
    12:34 Key KPIs to track
    13:20 Funding plan for growth
    14:06 Risks and mitigations
    15:10 Milestones and FY25 outlook
    15:20 APAI adoption and long-term vision
    Final thoughts and where to access investor materials.
    If you found this analysis helpful, subscribe for ongoing ASX small-cap insights and check the investor materials linked below for the full RBCVat deal details.
    ⚠️ 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/way2vat-revenue-growth-broadens-enterprise-client-base-1h25
    https://smallcaps.com.au/way2vat-deal-jones-lang-lasalle-apai-global-compliance-platform
    https://smallcaps.com.au/way2vat-launches-ai-auditing-innovation-enhanced-vat-gst-compliance
    https://smallcaps.com.au/way-2-vat-ipo-list-asx-build-up-vat-refund-platform
    🔎 More on this company:
    https://smallcaps.com.au/stocks/asx-w2v/
    ⸻
    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/
    0 min
  • EVE.ASX: Fast-Acting Health Treatments Set to Disrupt ED and Period Pain
    Analysis: Eve Health Group (EVE.ASX) — two new fast-acting health products powered by nano emulsion technology.
    In this video, we unpack the business, technology and timeline behind Eve Health Group's march into women's and men's health with Dispro Pastels and Libo. We'll cover what the products are, how the nano emulsion technology accelerates onset to around 15 minutes, market size (women's health and ED), regulatory path (TGA registration), and the company's international growth plan. We'll also introduce incoming CEO Damian Wood and the new scientific advisory board member Dr Fiona Cousins, and lay out near-term milestones for the next 12 months. If you're an investor or follower of ASX small-caps, this video will bring you up to speed on Eve Health Group's strategy and potential catalysts.
    Timestamps:
    00:00 Intro and Eve Health Group overview
    00:27 Meeting the incoming CEO, Damian Wood
    01:00 Dispro Pastels and Libo film overview
    02:05 Nano emulsion tech and 15-minute onset
    03:23 The scale of the problem: period pain and ED
    04:51 Market size and Australian market strategy
    05:50 Scientific advisory board: Dr Fiona Cousins
    06:58 Near-term milestones for investors
    07:29 Global expansion plans
    08:24 Investor takeaways and next steps
    09:03 Wrap up
    If you found this analysis helpful, subscribe to stay updated on Eve Health Group's progress and share your thoughts 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/eve-health-group-appoints-first-member-of-new-scientific-advisory-board
    https://smallcaps.com.au/eve-health-group-advances-ed-treatment-first-order-libbo
    https://smallcaps.com.au/eve-health-teledocs-online-prescription-erectile-dysfunction-period-pain-treatments
    https://smallcaps.com.au/eve-health-group-completes-takeover-nextract-strengthens-executive-team
    https://smallcaps.com.au/eve-health-group-testing-treatments-erectile-dysfunction-period-pain
    🔎 More on this company:
    https://smallcaps.com.au/stocks/asx-eve/
    ⸻
    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/
    0 min
  • Eve Health Group: New CEO, Dispro Pastels launch, Libo on the way
    In this Small Caps analysis, James Whelan chats with Damian Wood, the incoming CEO of Eve Health Group (EVE.ASX), to unpack the company’s strategy, product launches, and what this means for investors. Eve Health Group is an Australian pharmaceutical company focused on women’s and men’s health, building on novel drug-delivery science to bring faster-acting therapies to market.
    What’s new:
    - Dispro Pastels: an oral herbal gummy for period pain, endometriosis, and menopause symptoms, launching in mid-September 2025 in Australia. The product uses a science-backed formulation designed for fast relief.
    - Libo: an oral soluble film for erectile dysfunction, launching towards the end of November 2025. It dissolves rapidly on the tongue for a quick onset of action.
    - Technology: both products employ nano emulsion technology, enabling very water-insoluble actives to be absorbed quickly and effectively for onset of action around 15 minutes, compared with traditional tablets.
    Why it matters:
    - Market potential: global market estimates place women’s health at around US$10 billion and men’s health at around US$5 billion, creating a combined opportunity of roughly US$15 billion. Eve Health Group plans a staged rollout starting in Australia, with export plans to follow in 2026 and broader regulatory registrations thereafter.
    - Regulatory path: the near-term plan is to list the products on the Australian Register of Therapeutic Goods (ARTG) and obtain TGA registration, opening export markets through 2026 and supporting full TGA registration by year-end 2026.
    - Scientific advisory: Dr. Fiona Cousins has joined Eve Health Group’s Scientific Advisory Board, bringing credibility in women’s reproductive health and helping steer clinical strategy and dossier compilation for regulatory submissions.
    - Leadership and milestones: Damian Wood will assume the CEO role in late October 2025. In the next 12 months, the team aims to launch both products in Australia, list with the TGA, and begin international expansion into regions such as the Middle East, Europe, the UK, and South-East Asia.
    What investors should watch:
    - Early traction in the Australian market and progress through regulatory approvals.
    - Uptick in international discussions and potential partner channels for rapid scale.
    - Ongoing updates from the scientific advisory board and management on clinical and regulatory milestones.
    Timestamps for key moments:
    00:00 – Intro and context
    00:27 – Welcome and background from Damian Wood
    01:00 – Product line overview: Dispro Pastels and Libo; September–November 2025 timelines
    02:05 – Nano emulsion tech explained and benefits
    03:28 – Market size and addressable opportunity for women’s and men’s health
    04:54 – Regulatory pathway and export ambitions
    05:50 – Appointment of Dr. Fiona Cousins to the Scientific Advisory Board
    06:58 – CEO transition timing and near-term milestones
    07:29 – International expansion strategy and target markets
    08:24 – Why this is a compelling story for investors
    09:00 – Closing remarks
    Stay tuned for updates by subscribing and visiting Eve Health Group’s investor page for the latest milestones and news; you can also reach out via the company website for investor inquiries and further 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/eve-health-group-appoints-first-member-of-new-scientific-advisory-board
    https://smallcaps.com.au/eve-health-group-advances-ed-treatment-first-order-libbo
    https://smallcaps.com.au/eve-health-teledocs-online-prescription-erectile-dysfunction-period-pain-treatments
    https://smallcaps.com.au/eve-health-group-completes-takeover-nextract-strengthens-executive-team
    https://smallcaps.com.au/eve-health-group-testing-treatments-erectile-dysfunction-period-pain
    🔎 More on this company:
    https://smallcaps.com.au/stocks/asx-eve/
    ⸻
    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/
    0 min
  • Flynn Gold: Tasmanian Gold Boom — 520k oz Target & New Drilling
    Flynn Gold (FG1.ASX) is driving high-grade gold and silver exploration in Tasmania, with a flagship focus on the Golden Ridge project and a pipeline of prospects across the north‑east and west of the state. In this investor briefing, Managing Director Neil Marston outlines the company’s strategy, latest drill results, and the plan to unlock a maiden resource from a maiden target announced for Golden Ridge. The video covers key projects, the 520,000 oz exploration target, and how drilling at Trafalgar, Grenadier and Double Event is expanding the exploration footprint. The session also touches on a $3 million renounceable rights issue, major and boardholders, and how Flynn Gold plans to fund ongoing drilling into 2026. The Q&A section delves into Tasmania’s permitting landscape, infrastructure, and how the team intends to advance multiple targets in a year of heightened activity. Expect upcoming drill results and news flow as the company advances its goals in a premier Australian mining jurisdiction.
    ⚠️ 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/flynn-gold-maiden-diamond-drilling-program-double-event-prospect-tasmania
    https://smallcaps.com.au/flynn-gold-raising-accelerate-multiple-exploration-programs-tasmania
    https://smallcaps.com.au/flynn-gold-expand-golden-ridge-project-promising-new-grenadier-g3-vein
    https://smallcaps.com.au/flynn-gold-further-exploration-success-tasmania-northeast
    https://smallcaps.com.au/flynn-gold-targets-continuity-of-high-grade-mineralisation-in-maiden-drilling-at-grenadier-discovery
    🔎 More on this company:
    https://smallcaps.com.au/stocks/asx-fg1/
    ⸻
    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/
    0 min
  • Iris Metals: Ingersoll deal powers US lithium hub in Black Hills
    Iris Metals (ASX: IR1) is advancing a US-focused lithium play centred on the Black Hills of South Dakota. In this interview, Paul Sanger of The Network speaks with Matt Hartmann, Iris’s President of US Operations, about the strategic significance of the Ingersoll project acquisition and how it integrates into Iris’s hub-and-spoke model across a portfolio that already includes Beecher, Tin Mountain and Edison.
    Key topics covered include:
    - why acquiring Ingersoll fits the timing, and how the project sits on private land to expedite permitting
    - what the private-land advantage means for early production, drill programmes and upcoming studies
    - historical mining in the Black Hills and what that implies for today’s spodumene resource potential
    - the role of tantalum and beryllium as complementary minerals to lithium in Iris’s portfolio
    - the pathway to US-sourced lithium chemicals (carbonate and hydroxide) through partnerships
    - near-term catalysts: drill results, maiden MREs (Tin Mountain), processing studies, and the 2026 project study across multiple pegmatites
    Timestamps are included to navigate the discussion, and the video closes with a look ahead to the six-to-twelve month outlook and what investors should watch for in late 2024 and into 2025.
    Timestamps
    00:00 Intro and context
    00:50 Interview with Iris US President Matt Hartmann
    01:02 Strategic importance of the Ingersoll acquisition
    01:56 Timing: why now for Iris
    02:02 Drill-driven hub-and-spoke momentum
    02:58 Ingersoll’s arson site and historical context
    03:13 Historical production and spodumene potential
    04:25 Private land advantage for permitting and development
    05:33 Permitting regime compared with federal lands
    05:48 Immediate production potential and DSO pathway
    06:26 Role of tantalum and beryllium in the Iris portfolio
    07:21 Why tantalum/beryllium matter for investors
    07:33 US critical minerals backdrop and policy context
    08:26 Converting spodumene to battery-grade lithium and partnerships
    09:26 What to watch next: upcoming drill results and MREs
    10:09 2026 project study and multi-pegmatite scope
    11:40 News flow and investor implications
    11:59 Summary and next steps
    If you want to stay ahead on Iris Metals and other ASX small-caps, subscribe and turn on notifications for the latest IR1.ASX updates, drill results, and project milestones across the Black Hills portfolio.
    ⚠️ 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/iris-metals-sharpens-us-lithium-focus-edison-success-kookynie-gold-divestment
    https://smallcaps.com.au/iris-metals-south-dakota-lithium-exploration-new-funding-key-partnership
    https://smallcaps.com.au/weekly-wrap-gold-shines-amid-growth-fears
    https://smallcaps.com.au/iris-metals-reelement-strengthen-us-lithium-supply-chain-conversion-milestone
    https://smallcaps.com.au/iris-metals-pegs-new-nickel-gold-ground-near-kookynie-review-uncovers-prospective-anomaly
    🔎 More on this company:
    https://smallcaps.com.au/stocks/asx-ir1/
    ⸻
    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/
    0 min
  • Horse Heaven drilling hints at big gold potential for Resolution Minerals
    In this ASX small-cap analysis, James Whelan sits down with Craig Lindsay, head of US operations for Resolution Minerals (RML.ASX), to unpack the latest drill news from the Horse Heaven project in Idaho and what it could mean for the company’s growth. This episode is filmed in a Lunch with the Boss format, bringing readers close to the people shaping the story and the moves behind a US-facing strategy.
    What you’ll learn from this video:
    - The four-hole, ~1,000m drill program at Horse Heaven has begun, with holes deepening through the oxide-sulfide boundary—a zone that hasn’t been drilled deeply before.
    - The Golden Gate target shows potential to host a multi-million-ounce resource given the historic gold endowment and the scale of the three-kilometre strike being tested.
    - Early drill core visuals suggest mineralisation similar to the adjacent Stibnite project, operated by Perpetua, which could be a positive sign for grade and continuity. Scheelite mineralisation is also observed in the upper zones (visible under UV light), which bodes well for the geological model.
    - Assays are due in about a month, providing a crucial data point to confirm early observations and guide the next drilling phase.
    - The plan to add a second drill to extend campaigns through September underscores the team’s optimism and resolve to grow the project quickly.
    - Vancouver’s role as a mining finance hub and Resolution’s US strategy: listing on the OTCQB, Roth Capital’s guidance, and the potential NASDAQ move to access larger US capital pools for critical metals.
    - Australian investor appetite for critical metals and the momentum behind Australian listings, with a broader discussion of why a US listing could be a strategic step for a US-focused project.
    If you’re following ASX small-caps, this video gives practical context on how a junior explorer pivots between primary projects, cross-border financing, and development timelines. We break down the implications for investors, what to watch for next, and how this story fits into the broader landscape of critical metals.
    Timestamps:
    00:00 Intro and Lunch with the Boss concept
    01:15 Resolution Minerals and the Horse Heaven project overview
    02:45 Drill results update: first four holes and drill depth
    04:10 Geology observations: oxide-sulfide boundary, scheelite, and Stibnite likeness
    05:40 Assays pending and plans for a second drill through September
    06:50 Vancouver as a mining finance hub and OTC/NASDAQ path
    08:15 Why a US listing matters for critical metals and domestic supply
    09:50 Australian market reception and liquidity backdrop
    11:15 Wrap up and what to watch next
    If you found this update helpful, subscribe for ongoing ASX small-cap coverage and hit the bell to catch the next insight on Resolution Minerals. Share your view 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/resolution-minerals-gold-tungsten-maiden-drilling-golden-gate-target
    https://smallcaps.com.au/resolution-minerals-otcqb-listing-horse-heaven-project-funding
    https://smallcaps.com.au/resolution-minerals-maiden-exploration-horse-heaven-antimony
    https://smallcaps.com.au/resolution-minerals-recruits-washington-specialist-horse-heaven-project
    https://smallcaps.com.au/resolution-minerals-us-investors-dual-listing-horse-heaven-acquisition
    🔎 More on this company:
    https://smallcaps.com.au/stocks/asx-rml/
    ⸻
    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/
    0 min

About SmallCaps Podcast

From the publisher's feed

Market news & in-depth interviews with ASX-listed small cap companies.