SmallCaps Podcast

SmallCaps Podcast

By SmallCapsBusinessInvesting
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SmallCaps Podcast episodes

  • RRS Gold Coast Conference: Small Caps Back in Focus
    In this ASX small-cap analysis video, we chat with market veteran Nicholas Read about the upcoming RRS investor conference on the Gold Coast, now in its 22nd year. The video breaks down why this event matters for junior and mid‑tier mining and exploration companies, how it connects issuers with investors, and what changes we've seen in the small-cap space as markets re-engage.
    Timestamps:
    00:00 Intro – What makes the RRS conference unique
    00:11 Interview with Nicholas Read – conference goals
    01:21 Why the Gold Coast matters for investors
    02:21 Networking at the conference
    04:09 Market outlook for small caps and commodities
    06:32 Keynotes and expert panels
    07:54 Exhibitors and how investors connect with companies
    08:09 Sector focus – gold and diversification
    09:32 Copper and strategic metals dynamics
    10:16 Recent activity in the small-cap space
    11:37 Investor sentiment snapshots
    12:10 Digital vs physical events post-COVID
    14:26 The evolving investor toolkit
    15:36 The value of in-person discussions
    16:18 How RS Gold Coast manages access
    17:07 Notable success stories
    18:14 Case studies to watch
    19:32 Attendee takeaways
    20:07 How to register
    21:49 Closing thoughts
    The conference programme features a mix of junior explorers, developers and gold-focused companies, all aimed at giving investors direct access to management and the latest prospects. The Gold Coast venue offers an active blend of presentations, exhibition stands and expert commentary, with opportunities to chat one-on-one with company teams.
    Registration is free to attend, but please register so we can manage numbers and catering. For full details and to guarantee your place, visit rsinvestor.com and complete the quick online form.
    Join us on the Gold Coast for a day of insights, deal flow and direct access to management. Register now at rsinvestor.com to secure your free place and be part of the conversation.
    ⚠️ 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-/
    ⸻
    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: US Drive on Antimony & Tungsten to Nasdaq?
    This Australian ASX small-cap analysis breaks down Resolution Minerals (RML.ASX) and its US-focused Horse Heaven project in Idaho. Craig Lindsay, head of US operations, outlines why antimony, tungsten and gold are core to the plan, the permitting and drilling progress, and the path to production and a Nasdaq listing via Roth Capital. The 14,000‑acre Horse Heaven package sits adjacent to the Stibnite mine and has historic antimony and tungsten production. A 6,000‑metre drill programme is underway this year to test Golden Gate and Antimony Ridge, with potential to expand into a larger district‑wide story. Craig also covers funding strategies, including non‑dilutive grants from the US defence sector, a potential Snow Lake Resources bid, and the Nasdaq listing process. The video outlines the team, the drilling plan, and the catalysts investors should watch for in 2024–25.
    Timestamps:
    00:00 – Introduction and what the video covers
    00:58 – Horse Heaven project overview and commodities
    01:40 – Why antimony, tungsten and gold matter for the US
    03:10 – Golden Gate and Antimony Ridge targets
    04:15 – Drill programme details and testing oxide–sulfide boundaries
    05:20 – Historic resources and potential scale
    07:00 – Team, permitting and operational capability
    08:45 – Market context: antimony, tungsten and gold pricing
    10:10 – Financing plans: Nasdaq listing and Roth Capital
    11:40 – US defence funding and grant pathways
    12:50 – Near‑term catalysts and a busy year ahead
    13:37 – Q&A highlights
    14:35 – Capital access and Roth Capital role
    16:04 – Snow Lake bid context and company valuation
    17:32 – Geological context: “Stibnite 2.0” and district potential
    18:45 – Craig’s leadership track record and value creation
    20:20 – Capital requirements and roadmap to production
    21:16 – Closing remarks
    If you found this breakdown useful, hit subscribe for regular ASX small‑cap updates and share your thoughts on Resolution Minerals and the Horse Heaven project 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/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
    https://smallcaps.com.au/resolution-minerals-acquires-horse-heaven-antimony-gold-silver-tungsten-idaho
    🔎 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
  • Barton Gold (BGD.ASX): Big Upside in SA Gold Hub
    In this ASX small-cap update, we sit down with Barton Gold (BGD.ASX) to unpack the company’s latest milestones, growth strategy and the path to production in South Australia. Barton is pursuing a dual‑mill hub-and-spoke platform anchored by its Central Gullermill and a second mill at Tonkilia, with a pipeline of upgrades across Challenger, Tarkula and Wadana that adds optionality for value creation. The presentation includes an updated Tonkilia study, near‑term resource upgrades and a staged plan to move from development to production with targeted timing through 2026. We’ll unpack the economics, milestones and the execution road map, plus how the company funds growth with a lean equity history and cash generation from scrap and concentrates.
    Timestamps set out below to help you navigate the update:
    Timestamps:
    00:00 Intro – what we cover in this Barton Gold update
    00:42 Barton Gold profile and SA focus
    01:54 The hub‑and‑spoke growth strategy: Central Gullermill and Tonkilia
    03:40 Operational plan and near‑term milestones
    05:20 Challenger and Tarkula updates; Wadana and Woodnut optionality
    07:15 Tonkilia scoping study economics and payback signals
    09:10 Stage‑one to stage‑two development pathway
    11:25 Capital structure, ownership and liquidity
    13:00 2026 milestones: PFS, mining leases and site works
    14:55 Q&A themes and key risks
    16:30 Summary and what to watch next
    If you found this update useful, consider hitting subscribe for more ASX small‑cap analysis and turn on notifications so you don’t miss our next deep‑dive into Barton Gold and similar stories.
    ⚠️ 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/barton-gold-diamond-drilling-campaign-tolmer-gold-silver-prospect
    https://smallcaps.com.au/barton-gold-confirms-capex-central-gawler-mill-upgrade-restart
    https://smallcaps.com.au/barton-gold-eyre-peninsula-wudinna-project-acquisition
    https://smallcaps.com.au/barton-gold-upgrades-challenger-resource-stage-1-push
    https://smallcaps.com.au/barton-gold-water-monitoring-tunkillia-mining-lease-application
    🔎 More on this company:
    https://smallcaps.com.au/stocks/asx-bgd/
    ⸻
    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
  • AVM.ASX: Mexico Silver Boom & Victoria Gold - Is a Rerate Near?
    In this episode, AVM CEO Adam McKinnon explains how Advanced Metals (ASX: AVM) is positioning for growth as a copper and critical minerals explorer with a growing Mexican portfolio and a Victorian gold project. The company pursues a two-path strategy: strong North American silver-gold assets alongside high-grade Australian targets, with a focus on low-cost exploration and value-add through strategic deals.
    Key highlights include the Guadalupe Icalvo (GYC) project in Chihuahua, Mexico, which sits alongside Yiquibo and Gabalanes to deliver about 100 million ounces of silver equivalent (well over a million ounces of gold equivalent). GYC has 816,000 oz gold equivalent and 60.6 million oz silver equivalent in the resource, acquired from Endeavour Silver on favourable terms, and complements the portfolio's growth potential as metal prices move.
    In Australia, Myrtleford and Beaufort in Victoria hold high-grade potential, with early drill results at Myrtleford including 160 g/t intervals and standout shows at Happy Valley. The company plans further drilling along strike to expand the footprint.
    Adam also covers capital management, the value proposition versus peers (AVM trading at around 12 cents per ounce of silver equivalent) and the near-term catalysts investors should watch for, including revised resource numbers and drill results from Victoria and Mexico.
    As the story unfolds, AVM’s agile approach and active in-ground programme could reshape how the market weights its assets. Stay with us as AVM advances its Mexico and Victoria plays and shares more drill news and milestones.
    Timestamps:
    00:01 Intro and AVM overview
    00:29 CEO introduction
    02:15 Mexico strategy and core projects
    04:38 Guadalupe Icalvo (GYC) acquisition
    05:38 Portfolio impact: 100Moz AgEq in MX
    08:12 Victorian gold projects: Myrtleford & Beaufort
    09:15 Happy Valley results
    11:01 Near-term catalysts and drilling plans
    12:36 Valuation and potential rerate
    13:46 Final message
    Keep watching AVM's progress and milestones as it advances its Mexico and Victoria plays and shares more drill news.
    ⚠️ 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/advance-metals-hits-high-grade-silver-gold-yoquivo-project-mexico
    https://smallcaps.com.au/advance-metals-earn-in-deal-guadalupe-y-calvo-gold-silver-project
    https://smallcaps.com.au/advance-metals-visible-high-grade-gold-zones-happy-valley-prospect
    https://smallcaps.com.au/advance-metals-ultra-high-grade-gold-myrtleford-happy-valley
    https://smallcaps.com.au/advance-metals-multiple-visible-gold-zones-myrtleford-project
    🔎 More on this company:
    https://smallcaps.com.au/stocks/asx-avm/
    ⸻
    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
  • Kingston Resources (KSN.ASX): Mineral Hill growth plan, 40,000m drilling, debt-free
    In this ASX small-cap analysis, Kingston Resources (KSN.ASX) dives into the current strategic trajectory: the Missima Gold Project sale, a debt-free balance sheet and a bold Mineral Hill exploration and expansion programme. CEO Andrew Corbett explains how the $50 million cash from Missima is being allocated across debt repayment, drilling for organic growth, and plant optimisation to de-risk and extend the mine life.
    What you’ll learn:
    - A detailed look at the 40,000 metre drilling programme over the next two years, split roughly 50/50 between greenfield discoveries and extending current resources.
    - The plan for one underground and one surface drill rig running by November, targeting a near-term expansion of Mineral Hill’s capacity and mine life.
    - Kingston’s hub-and-spoke strategy for Mineral Hill, including staged mill expansion and potential cross-feed from third-party ore while maintaining a solid base load.
    - Leadership updates at Mineral Hill (Melanie McCarthy as General Manager; Jeff Merrill shifting to growth and studies) and what that means for project delivery and capex.
    - Kingston’s broader five-year to ten-year growth outlook in copper and gold, with a focus on brownfield assets, existing processing capability, and a strong balance sheet to fund growth.
    Key takeaways from the interview include Kingston’s aim to achieve a 10-year mine life at Mineral Hill at 350,000 tonnes per annum (tpa), with a clear path to 2,000 tpa through staged expansion and internal organic growth before considering outside ore sources. The video also covers the risks of underground ramp-up, people capability, and the company’s commitment to diversity and local employment as a core part of its culture.
    Timestamps:
    00:00 Introduction and Kingston update
    00:14 Welcome and setting the scene with Andrew Corbett
    00:20 Missima sale recap and Mineral Hill programme
    00:53 Debt repayment and cost base improvements
    03:15 Exploration plan and drill rigs for Mineral Hill
    03:53 Targets and the path to a 10-year mine life
    04:36 Stage mill expansion and feed considerations
    06:35 Organic growth vs base load strategy
    07:00 Underground ramp-up risks and readiness
    08:05 Third-party feed and hub-spoke viability
    09:59 Leadership appointments at Mineral Hill
    10:20 Melanie McCarthy joins as GM; Jeff Merrill to growth studies
    12:00 Kingston’s culture and diversity initiatives
    13:16 Diversity in the workforce and local hiring
    13:41 Five-year copper/gold growth outlook
    15:06 Mineral Hill financials and value creation
    15:28 Opportunities arising from the strong balance sheet
    16:11 Closing remarks and next steps
    If you enjoyed this breakdown, subscribe and ring the bell for more Kingston Resources updates, drill results, and Mineral Hill milestones.
    ⚠️ 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/kingston-resources-accelerate-mineral-hill-development-debt-free-transition
    https://smallcaps.com.au/kingston-resources-mineral-hill-copper-gold-selling-misima-ok-tedi-mining
    https://smallcaps.com.au/kingston-resources-capital-raise-accelerate-mining-pearse-mineral-hill-projects
    https://smallcaps.com.au/kingston-resources-finalises-geotechnical-drilling-pearse-north-open-pit-development
    https://smallcaps.com.au/kingston-resources-boosts-gold-production-cost-reductions-mineral-hill
    🔎 More on this company:
    https://smallcaps.com.au/stocks/asx-ksn/
    ⸻
    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
  • Kingston Resources (KSN.ASX): Mineral Hill growth plan, 40,000m drilling, debt-free
    In this ASX small-cap analysis, Kingston Resources (KSN.ASX) dives into the current strategic trajectory: the Missima Gold Project sale, a debt-free balance sheet and a bold Mineral Hill exploration and expansion programme. CEO Andrew Corbett explains how the $50 million cash from Missima is being allocated across debt repayment, drilling for organic growth, and plant optimisation to de-risk and extend the mine life.
    What you’ll learn:
    - A detailed look at the 40,000 metre drilling programme over the next two years, split roughly 50/50 between greenfield discoveries and extending current resources.
    - The plan for one underground and one surface drill rig running by November, targeting a near-term expansion of Mineral Hill’s capacity and mine life.
    - Kingston’s hub-and-spoke strategy for Mineral Hill, including staged mill expansion and potential cross-feed from third-party ore while maintaining a solid base load.
    - Leadership updates at Mineral Hill (Melanie McCarthy as General Manager; Jeff Merrill shifting to growth and studies) and what that means for project delivery and capex.
    - Kingston’s broader five-year to ten-year growth outlook in copper and gold, with a focus on brownfield assets, existing processing capability, and a strong balance sheet to fund growth.
    Key takeaways from the interview include Kingston’s aim to achieve a 10-year mine life at Mineral Hill at 350,000 tonnes per annum (tpa), with a clear path to 2,000 tpa through staged expansion and internal organic growth before considering outside ore sources. The video also covers the risks of underground ramp-up, people capability, and the company’s commitment to diversity and local employment as a core part of its culture.
    Timestamps:
    00:00 Introduction and Kingston update
    00:14 Welcome and setting the scene with Andrew Corbett
    00:20 Missima sale recap and Mineral Hill programme
    00:53 Debt repayment and cost base improvements
    03:15 Exploration plan and drill rigs for Mineral Hill
    03:53 Targets and the path to a 10-year mine life
    04:36 Stage mill expansion and feed considerations
    06:35 Organic growth vs base load strategy
    07:00 Underground ramp-up risks and readiness
    08:05 Third-party feed and hub-spoke viability
    09:59 Leadership appointments at Mineral Hill
    10:20 Melanie McCarthy joins as GM; Jeff Merrill to growth studies
    12:00 Kingston’s culture and diversity initiatives
    13:16 Diversity in the workforce and local hiring
    13:41 Five-year copper/gold growth outlook
    15:06 Mineral Hill financials and value creation
    15:28 Opportunities arising from the strong balance sheet
    16:11 Closing remarks and next steps
    If you enjoyed this breakdown, subscribe and ring the bell for more Kingston Resources updates, drill results, and Mineral Hill milestones.
    ⚠️ 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/kingston-resources-accelerate-mineral-hill-development-debt-free-transition
    https://smallcaps.com.au/kingston-resources-mineral-hill-copper-gold-selling-misima-ok-tedi-mining
    https://smallcaps.com.au/kingston-resources-capital-raise-accelerate-mining-pearse-mineral-hill-projects
    https://smallcaps.com.au/kingston-resources-finalises-geotechnical-drilling-pearse-north-open-pit-development
    https://smallcaps.com.au/kingston-resources-boosts-gold-production-cost-reductions-mineral-hill
    🔎 More on this company:
    https://smallcaps.com.au/stocks/asx-ksn/
    ⸻
    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
  • Kalamazoo Resources (ASX: KZR) acquires 1.65Moz Ashburton gold project in the Pilbara (w/ Luke Reinehr)
    Kalamazoo Resources (ASX: KZR) chief executive officer Luke Reinehr joins Small Caps to discuss the company's recent acquisition in the Pilbara of the Ashburton project from Northern Star Resources.
    Located in the Pilbara, the Ashburton project has a resource of 20.8Mt at 2.5g/t gold for 1.65Moz.
    Related article:https://smallcaps.com.au/kalamazoo-resources-acquires-ashburton-project-gold-northern-star/

    See omnystudio.com/listener for privacy information.

    15 min
  • Kairos Minerals (ASX: KAI) set to begin drilling for gold in the Pilbara (w/ Terry Topping)
    Kairos Minerals executive chairman Terry Topping joins Small Caps to discuss the company's upcoming drilling campaign in the Pilbara.
    Kairos recently made two new applications cover 389.8sq km, making its Croydon project nearly double in ground area to 773.6sq km.
    The company has been encouraged by the large Hemi gold discovery in the same region by De Grey Mining (ASX: DEG).
    Related articles:https://smallcaps.com.au/kairos-minerals-expands-pilbara-gold-holdings-strengthen-exploration-pipeline/https://smallcaps.com.au/kairos-minerals-back-in-field-drilling-planned-pilbara-gold-project-next-month/

    See omnystudio.com/listener for privacy information.

    26 min
  • Harry Dent: global debt bubble is set to burst and how Australia will fare
    Best-selling author and outspoken economic analyst Harry Dent joins Small Caps to discuss his view that the world economy is on the precipice of a historically significant rebalancing that rivals the Great Depression and the Global Financial Crisis of 2007-09.
    Harry also discusses how he believes Australia will fare in times ahead and what it means for investors.
    Related article:https://smallcaps.com.au/harry-dent-forecasts-global-debt-deleveraging-australia-property-bubble/

    See omnystudio.com/listener for privacy information.

    54 min
  • EB Tucker: Why gold? Why now?
    EB Tucker joins Small Caps to discuss where he thinks gold is headed and what investors need to know about the current market.
    Tucker is a director of the Canadian Venture Exchange listed company Metalla Royalty and Streaming Limited and is also an analyst at Casey Research.
    EB Tucker was a founding partner of KSIR Capital Management; an asset management firm focused on precious metal equities.

    See omnystudio.com/listener for privacy information.

    46 min

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