SmallCaps Podcast

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 ho...

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 strate...

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, plu...

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...

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 ri...

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 ri...

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.

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.

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.

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.

Canyon Resources (ASX: CAY) managing director Phil Gallagher joins Small Caps to discuss the recent pre-feasibility study at the company's Minim Martap bauxite project located in Cameroon.
Phil discusses his thoughts on the broader bauxite market and plans for the company going forward.

See omnystudio.com/listener for privacy information.

Trigg Mining (ASX: TMG) managing director Keren Paterson joins Small Caps to discuss the helicopter-supported drilling program is now underway at its wholly-owned Lake Throssell sulphate of potash (SOP) project in Western Australia.
Along with overall landscape for sulphate for potash and it's role in Australia's future.

See omnystudio.com/listener for privacy information.

Impact Minerals (ASX: IPT) managing director Dr Mike Jones joins Small Caps to discuss the drilling campaign set to commence at the company's Broken Hill project.
Along with what's to come at Impact's Commonwealth project located in the Lachlan Fold Belt, which has become a hotspot for copper and gold.

See omnystudio.com/listener for privacy information.

The Payment App chief executive officer Allan Evans and founder Benjamin Banks join Small Caps to discuss their payment app looking to gain traction from the shift to a cashless society.
The Payment App is an Australian owned, based and operated fintech company that’s developed a suite of payment apps, a proprietary payment gateway and payment services, and a data engine to help Australian business sell more while at the same time reduce fraud.
The backbone of the company’s technology stack is its payment gateway technology, which is complemented by an AI-driven data rich engine. Our visi...

Sultan Resources (ASX: SLZ) chairman Jeremy King joins Small Caps to discuss the company’s transformational acquisition of strategic ground next to tier one gold and copper operations in NSW.

See omnystudio.com/listener for privacy information.

Galan Lithium (ASX: GLN) managing director Juan Pablo Vargas de la Vega joins Small Caps to discuss the preliminary economic assessment of its Hombre Muerto West project located in the Salar de Hombre Muerto in Argentina. The assessment will be undertaken by Worley Chile.

See omnystudio.com/listener for privacy information.

Great Northern Minerals (ASX: GNM) managing director Cameron McLean and technical director Simon Coxhell speak with Small Caps about the company’s Golden Ant project which hosts previously producing gold mines Camel Creek, Golden Cup and Big Rush in Queensland’s north.
For more information:https://smallcaps.com.au/stocks/?symbol=GNM

See omnystudio.com/listener for privacy information.

Alex Saunders, founder and CEO of Nugget's News, joins Small Caps to discuss the role of Bitcoin and other cryptocurrencies in the future financial system.Alex also shares his views on both the global and Australian economy.

See omnystudio.com/listener for privacy information.

Jeff Clark, senior precious metals analyst at GoldSilver.com, joins Small Caps to discuss the latest in the precious metals market and how fiat currency is losing its value.

See omnystudio.com/listener for privacy information.

AssetOwl (ASX: AO1) co-founder and chief technology officer Giuseppe Di Franco joins Small Caps to discuss the company's inspector360 app that's gaining accelerated traction in the property management sector particularly during the COVID-19 pandemic.
AssetOwl's inspector360 app allows for fully remote routine property inspections.
For more information:https://smallcaps.com.au/stocks/?symbol=AO1

See omnystudio.com/listener for privacy information.

Resolution Minerals (ASX: RML) managing director Duncan Chessell joins Small Caps to discuss the company's 64North project located in Alaska where drilling is targeting the same mineralisation found at Northern Star Resources’ adjacent Pogo gold mine.
For more information:https://smallcaps.com.au/stocks/?symbol=RML

See omnystudio.com/listener for privacy information.

GreenStar Biosciences (CSE: GSTR) director and Eleusian Biosciences founder Jonathan Gilbert joins Small Caps to discuss the market potential of psychedelic medicine, specifically psilocybin mushrooms.
Niv Dagan, executive director of Peak Asset Management, also joins the discussion on how psychedelics could revolutionise the mental health market and offer real solutions to modern day problems so many are facing.
Eleusian Biosciences Corp is a Toronto based company focused on development of therapeutics for multiple pathological psychological diseases based on psilocybin plus N-Acetylycsteine (NAC) compounds.
Eleusian is collaborating with a multidisciplinary team of scientists and physicians at the Miller...

David Morgan, founder of The Morgan Report, joins Small Caps to discuss the latest news regarding the precious metals market, particularly silver. David shares his views on the overall economy and the longterm outlook for gold and silver.

See omnystudio.com/listener for privacy information.

Investigator Resources (ASX: IVR) managing director Andrew McIlwain joins Small Caps to discuss the company's Paris silver project.
The Paris silver project is Australia’s highest grade silver project, located 60km northwest of the town of Kimba in pastoral country on South Australia’s Eyre Peninsula.
Investigator has a resource of 9.3 million tonnes at an average 139 grams per tonne of silver and 0.6% lead for a contained 42 million ounces of silver and 55,000t of lead.
The indicated component stands at 4.3Mt at 163g/t silver and 0.6% for a contained 23Moz of silver and 26,000t of lead.
The silv...

Pan Asia Metals managing director Paul Lock joins Small Caps to discuss the company's upcoming IPO, along with what's in store for investors once listed on the ASX.
Pan Asia Metals is focused on advancing low cost lepidolite-rich deposits in South East Asia.
The company is also exploring for tungsten in the region and owns the Minter tungsten project in central New South Wales, Australia.
To advance its plans of unlocking the value of its assets, Pan Asia aims to raise between $4 million and $6 million (before costs) via the issue of up to 30 million shares at $0.20 each...

Danakali (ASX: DNK, LSE: DNK) chief executive officer Niels Wage joins Small Caps to discuss the company's Colluli Sulphate of Potash project in Eritrea.
Eleven years after acquiring the project and 10 years after the first drill hole was sunk, Danakali is now targeting first production two years out at its Colluli project.
The company described the project as “ready for take-off” in a presentation two months ago and has plenty of time up its sleeve to progress on development and start construction at Colluli.

See omnystudio.com/listener for privacy information.

Nova Minerals (ASX: NVA) chief executive officer Christopher Gerteisen joins Small Caps to discuss the company's Estelle gold project in Alaska. Nova recently unearthed a 516.61m wide gold intersection at the Korbel prospect – below the existing 2.5Moz resource.

See omnystudio.com/listener for privacy information.

Azure Minerals (ASX: AZS) managing director Tony Rovira joins Small Caps to discuss the company's recently acquired projects in the west Pilbara region of Western Australia.
The company announced it was acquiring four projects last month as part of a new Western Australian strategy.
The projects include Turner River which is adjacent and along strike of De Grey Mining’s (ASX: DEG) Mallina project which hosts 2.2Moz gold and the renowned Hemi gold discovery.
Another priority project is Andover, which covers 70sq km, and is prospective for nickel and copper.
Azure is acquiring the projects from le...

Martin North joins Small Caps to discuss the current state of the Australian economy and where he believes it's headed, along with the property market in the COVID-19 era. Martin is an Australian-based analyst and business consultant, specialising in the financial services industry. He is the principal of Digital Finance Analytics.

See omnystudio.com/listener for privacy information.

Freehill Mining’s chief executive officer Peter Hinner speaks with Small Caps about the company’s ongoing exploration success at the high-grade Yerbas Buenas magnetite project in Chile. Freehill’s project and experienced board have attracted the attention of professional investor Gavin Ross who visited the project earlier this year and proclaimed it had “huge potential” with the advantage of “exceptional cost logistics and location”.The project has a resource of 67Mt at 19.1% iron and 24.2% mass recovery. It is also prospective for copper and gold.

See omnystudio.com/listener for privacy information.

Prescient Therapeutics (ASX: PTX) managing director and chief executive officer Steven Yatomi-Clarke joins Small Caps to discuss the company's novel approach to treating cancer using targeted and cellular therapy. Prescient Therapeutics is the only ASX-listed company developing CAR-T technology, which is a type of cellular therapy that reprograms a cancer patient’s immune cells to recognise and destroy cancer. The clinical stage oncology company recently announced it will be teaming up with the Peter MacCallum Cancer Centre to advance its CAR-T therapy.

See omnystudio.com/listener for privacy information.

Incannex Healthcare (ASX: IHL) chief medical officer Dr Sud Agarwal joins Small Caps to discuss the company's clinical trials involving medicinal cannabis to treat a number of ailments including: obstructive sleep apnoea (OSA), sepsis associated acute respiratory distress syndrome (SAARDS) and traumatic brain injury (TBI).

See omnystudio.com/listener for privacy information.

Credit Intelligence (ASX: CI1) executive chairman Jimmie Wong joins Small Caps to discuss the company's expansion into the Australian market with the acquisition of ChapterTwo. Also joining the discussion is ChapterTwo Australia director Chris Mushan. Mr Wong points out Credit Intelligence’s primary business in bankruptcy, debt restructuring and negotiation services means the company’s revenue and growth are strong during challenging economic conditions such as those brought on by COVID-19. In a June update, Credit Intelligence revealed it expected 2020 full year revenue to rise 125% to about $13.5 million.

See omnystudio.com/listener for privacy information.

BMG Resources (ASX: BMG) managing director Bruce McCracken speaks with Small Caps about the company’s move into the gold space and the acquisition of Abercromby, Invincible and South Boddington projects. Mr McCracken noted Abercromby had walk up drill targets and historic drill results include 57.5m at 5.73g/t gold. He added the mineralisation was shallow and supported an open pit-style operation. The company plans to drill and firm up a maiden resource at the project as soon as practicable.

See omnystudio.com/listener for privacy information.

Trigg Mining (ASX: TMG) managing director Keren Paterson joins Small Caps to discuss the latest news from the company's wholly-owned Lake Throssell sulphate of potash (SOP) project in Western Australia.

See omnystudio.com/listener for privacy information.

OliveX (NSX: OLX) chief executive officer Keith Rumjahn and executive director Xavier Kris join Small Caps to discuss the company's recent listing on the NSX. OliveX raised over $2 million to help roll-out its flagship KARA Smart Fitness and Mirror applications across Asia. Its services users in over 170 countries, enabling brands, influencers and fitness coaches to engage with consumers at home. The company is a subsidiary of former ASX-listed game developer Animoca Brands which retains a 33% stake in the business.

See omnystudio.com/listener for privacy information.

Shree Minerals (ASX: SHH) director Sanjay Loyalka joins Small Caps to discuss the company looking to re-start iron ore mining from its Nelson Bay River project following the recent improvement in prices and customer demand. The company has also increased its exposure to gold space after revealing in July it had applied for exploration licences in the Albany-Fraser Belt in WA. Additionally, Shree has applied for prime land in New South Wales’ Eastern Lachlan Fold Belt in proximity to known gold deposits.

See omnystudio.com/listener for privacy information.

PharmAust (ASX: PAA) executive chairman and CEO Dr Roger Aston joins Small Caps to discuss the company's latest news on monepantel which is set to commence a Phase 1 COVID-19 trial in humans in the near term. This comes after successfully repeating a second round of in-vitro anti-viral confirmatory testing, demonstrating anti-SARS-CoV-2 activity of both its monepantel and monepantel sulfone drug candidates. Dr Aston also discusses US veterinary pharmaceutical company Elanco US Inc decision not to proceed with exercising its option to develop monepantel as a cancer treatment for dogs and what this means for the company.

See omnystudio.com...

Tony Locantro, investment manager at Alto Capital, joins Small Caps to share his views on what's taking place in the stock market, where opportunity may lay and what might come next.

See omnystudio.com/listener for privacy information.

John Borshoff joins Small Caps to share his views on the uranium market and where he believes it's headed. John discusses his journey at Paladin Energy (ASX: PDN) in the 1990’s where he founded and ran the company taking it from a market cap of $2 million to $4.5 billion. One of the legendary stories in the mining space. We discuss John’s current company Deep Yellow (ASX: DYL) which is also operating in Namibia and on the hunt for uranium.

See omnystudio.com/listener for privacy information.