The Hole Truth: Mining Investment Podcast

Andean silver has three avenues to share price growth, resource increases, upgrading inferred resources to measured and indicated, and undertaking economic studies to show how profitable this project can be. Guest Bio Matthew Allen joins The Hole Truth fresh from his appointment as Managing Director of Andean Silver Limited (ASX: ASL, OTCQX: ADSLF), having stepped up from the role of Chief Executi...

Description: Strategic Energy Resources is about to embark on an extensive drilling campaign at three copper and gold projects in Queensland. Two of these will be funded by big JV partners. There's known mineralisation at each. The drill rigs will be turning almost non-stop between now and Christmas with assays to flow. Guest Bio Dr David DeTata is the Managing Director of Strategic Energy Resourc...

Greenvale has just put its foot on a big lump of land. It says it's highly prospective for uranium in the Northern Territory. It already has extensive known mineralisation and resources, but it believes this is just the start of the game. The exploration program is already underway and Neil Biddle and Alex Cheeseman are wasting no time in pushing the case for their project Guest Bio Neil Biddle is...

Killi Resources (ASX: KLI) has just acquired an exceptional iron ore project in Western Australia. It will produce iron ore which is very different from anything else produced in Australia. Killi Resources has just acquired an exceptional iron ore project in Western Australia. It will produce iron ore which is very different from anything else produced in Australia. This product will be in hot dem...

AusQuest has outlined a big copper footprint at its project in Peru. Extensive shallow mineralisation has already been defined. The question is, is there high-grade material below this? The company is just starting a deep drilling programme in the hope of finding the high-grade source, which could be a company maker. Guest Bio Graeme Drew is the Managing Director and Co-Founder of AusQuest Limited...

PMET is closing in on a key economic assessment of a huge lithium project in Canada. The project is set to be the fifth biggest budget main producer in the world. Meaning it is ideally placed to be a key supplier to North American and European markets looking to diversify from China.  Guest Bio Ken Brinsden is CEO, President and Director of PMET Resources (ASX: PMT / TSX: PMET). He is a Mining Eng...

Australian Vanadium has put its hands up to build a big battery storage system in Kalgoorlie. The company plans to produce the key ingredient — vanadium electrolyte — using its own technology and plant for that battery. It believes that the Kalgoorlie battery will provide a role model for how vanadium batteries can be used elsewhere around Australia. Guest Bio Graham Arvidson is Chief Executive Of...

Firefly Metals (ASX: FFM) owns the Green Bay Copper-Gold Project in Canada. It's been one of the great success stories in this space over the past two years. Another resource update and economic studies are pending, and the company has just completed the sale of its Pickle Crow Project to Bellavista. Firefly shareholders will get a chunk of Bella Vista shares, and Firefly will be a major sharehold...

As the Western world looks for non-Chinese supplies, Sky Metals has an abundance of both tin and tungsten at the Tallebung Project in New South Wales. Guest bio Mr Davies joined SKY as a geologist in 2019. He was appointed to Exploration Manager in 2021, then to CEO in early 2022 and subsequently to Managing Director in September 2024. Prior to SKY, Mr Davies was in exploration and operational rol...

Great Western Exploration is preparing to launch a six-month drilling campaign targeting multiple copper-gold prospects near the legendary DeGrussa discovery in Western Australia. Managing Director Shane Pike joins The Hole Truth to explain why the Yerrida Basin may host more DeGrussa-style volcanic massive sulphide deposits, and how Great Western has systematically built eight high-priority drill...

Alicanto Minerals (ASX: AQI) has put its foot on the Mount Henry Gold Project in WA. It has nearly a million ounces in resources already. They only completed the acquisition a month ago, and drilling is already underway. The mineralisation sits within a 16-kilometre corridor, but it's only been drilled to about 150 metres, so it's wide open. Guest bio Jeff Sansom is Chief Executive Officer of Alic...

Great Boulder Resources has just unveiled a whopping 4,434g/t gold assay at its Side Well Gold Project in Western Australia. The company already has a 1 million ounce resource and has outlined a plan to increase this to 1.5 million ounces, located right on the edge of three processing plants. Guest Bio Andrew Paterson is the Managing Director of Great Boulder Resources. He is a geologist with more...

Minerals 260 (ASX: MI6) has had a stunning ten months since acquiring the Bullabulling Gold Project in Western Australia. The stock has soared on the back of its exploration success and its recent funding deal. Guest Bio Luke McFadyen is Managing Director of Minerals 260. He is a mining industry executive with more than 15 years’ experience across several commodities including copper, nickel, gold...

PolarX has unveiled a gold discovery at its Humboldt Range project in Nevada. The question is how big it is defined. The company is now planning more drilling to see how far it extends, raising the possibility that the company could sell the project entirely to one of its big neighbours nearby. Guest: Mark Bojanjac Company: PolarX Guest Bio Mark Bojanjac is Managing Director of PolarX Limited. He...

Venari Minerals is advancing what could become the third highest-grade lithium resource in the United States — and the company is focused on building 20 high-margin years, not a century-scale operation. Managing Director Matt Healy joins The Hole Truth to unpack the scale and grade of the resource, including a 47.9Mt high-grade zone grading just under 2,200ppm lithium. He explains why beneficiatio...

In this episode of The Hole Truth, Bellavista Resources Managing Director Glenn Jardine outlines the investment case for the Pickle Crow Gold Project in Ontario, Canada. With 2.8 million ounces in current resources and 1.5 million ounces historically produced, Pickle Crow is already a large-scale gold system. Glenn discusses why the next phase of value creation lies in near-mine resource extension...

Trek Metals could be on the cusp of a world-class manganese discovery in WA's Kimberley region. Extremely high-grade manganese has already been outlined over 750 metres, and geophysics suggests it could be much, much bigger than that. The company is working through an exploration program that will culminate in a drilling program in the next three months. Produced by Resource Media The Hole Truth:...

Peninsula Energy has overcome its challenges at the Lance Uranium Project in the US and is now generating solid results, as shown by the share price. MD George Bauk has been in the job for a year and has delivered some excellent results, with more to come. Guest Bio George Bauk is the Managing Director and Chief Executive Officer of Peninsula Energy. He is an experienced resources executive with a...

Chalice's fortunes are strongly linked to the palladium price, and the palladium price is running as the world realises that hybrids and petrol engines are a big part of the future of the car industry. Guest Bio Alex Dorsch is the Managing Director and Chief Executive Officer of Chalice Mining. He is a geologist with more than 15 years’ experience across exploration, project development and capita...

Black Bear Minerals (ASX: BKB) has just acquired a silver project in Texas. It's the highest-grade silver resource on the ASX. The company has an aggressive drilling program already underway, with assays set to come in the new year. The exploration program will take place in conjunction with the ongoing work at the company's gold project in Nevada.     Produced by Resource Media     The Hole Truth...

E-79 has just acquired the Cue Gold Project. This is becoming a very hot region in WA — a project known to host mineralisation and sharing geological features with other big deposits nearby. Guest Bio Ned Summerhayes – Chief Executive Officer, E79 Gold Mines Ned Summerhayes is the CEO of E79 Gold Mines, an Australian exploration company focused on high-potential gold and critical-metal projects. N...

AusQuest (ASX: AQD) believes it has a major porphyry discovery on its hands in Peru. It’s already returned some fascinating drilling results with mineralisation intersected over huge widths. Managing Director Graeme Drew believes it’s yet to find the “eye” of the porphyry system and that’s what the current drilling programme is about. If he’s correct, the company’s market cap of A$56 million could...

Nimy Resources’ (ASX: NIM) maiden gallium resource is one of the highest-grade in the world at more than 100 g/t, and the western world is desperate for non-Chinese gallium supply. Nimy says it can help meet that need. The resource is already significant but Managing Director Luke Hampson tells us there is huge scope for growth. The company is also advancing its copper exploration programmes in WA...

Everyone knows the nickel price is down, but Centaurus Metals (ASX: CTM) MD Darren Gordon says that's why there's a great investment opportunity. The company is in talks with potential partners regarding its Jaguar Nickel Project in Brazil, it also has active copper and gold exploration activity in the country. Mr Gordon is a Chartered Accountant with over 25 years’ experience in the mining indust...

The rare earths space is hot, creating the perfect environment for the imminent re-listing of shares in Mont Royal (ASX: MRZ). The re-listing follows the company's success in securing the world-scale Ashram rare earths project in Canada, giving it the critical minerals which the rest of the world wants. With the capital raising completed, Mont Royal will hit the ground running with its strategy to...