PODCAST

SmallCaps Podcast

SmallCaps

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

business investing

All Episodes

RooLife (RLG.ASX) Coffee Launch Sparks Growth with...

SmallCaps Podcast ·

2025/12/04

RooLife Group (RLG.ASX) is an ASX small-cap focused on data-driven e-commerce and multi-channel market entry. In this video, Blake Reid from smallcaps.com.au chats with RooLife CEO Bryan Carr to understand how the business identifies demand, sources products and moves quickly into high-growth markets such as China, India and the UK. We break down the data-first model, the lean, asset-light approach and how RooLife is building scale through coffee and other health & wellness products, plus renewable

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Axel Ree AXL: Rare Earths & Gallium in Brazil's...

SmallCaps Podcast ·

2025/12/04

In this ASX small-cap analysis, we drill into Axel Ree (AXL.ASX), a rare earths and gallium project in Brazil's Lithium Valley. With two JORC resources declared—roughly 233 Mt of rare earths and about 100 Mt of gallium—the company is positioned to move from explorer to emerging developer. We unpack the in-situ recovery (ISR) approach, the implications of Area A and Area B, and how a potential premium mixed rare earth carbonate from Area B could boost value. The video also places Axel Ree in context

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Mithril Silver & Gold (MTH.ASX): Copalquin District...

SmallCaps Podcast ·

2025/12/04

In this ASX small-cap analysis, Mithril Silver & Gold (MTH.ASX) lays out the Copalquin district in Mexico and why the district could be a major driver for high-grade gold-silver exposure. Copalquin sits on the prolific Cimarra Gold–Silver trend and is a district-scale epithermal system with dozens of historic mines. Mithril has mapped a broad horizon across roughly 9 km with a vertical extent exceeding 1,000 m across a 70 sq km district. The region hosts 298 historic mines and workings, around 10 km

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Barton Gold: Fast Payback, 15-Year Growth & 2026...

SmallCaps Podcast ·

2025/12/02

In this ASX small-cap update, James Whelan sits down with Barton Gold CEO Alexander Scanlon to unpack progress and milestones as Barton transitions from explorer to developer. Barton has consolidated the Central Gawler Craton gold assets in SA and built a 2.2 million ounce resource anchored by Tunkillia, plus a 300,000 ounce starter asset designed for early cash flow. The company is pursuing a regional development pathway that uses two fully permitted mills to maximise value while keeping dilution

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Golden Gate: 80 Million Tonnes of Rock, 7-10 Moz...

SmallCaps Podcast ·

2025/12/02

Join James Whelan and Craig Lindsay, head of US operations at Resolution Minerals (RML.ASX), as they unpack the latest drill results from the Golden Gate target at the Horse Heaven project in Idaho. The discussion covers a 15,000‑acre project near the Stibnite Mine, the geology behind the Golden Gate fault, and what the recent thick intercepts could mean for exploration potential. With mineralisation starting at surface and extending down to around 300 metres, this 600 m long zone is already showing

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Archer Materials (AXE.ASX): Quantum Tech Drive in...

SmallCaps Podcast ·

2025/11/28

Archer Materials (AXE.ASX) is the only ASX-listed quantum technologies company, pursuing biochips and quantum semiconductors on a carbon materials platform. This video breaks down Archer's capital-light IP model, the fundamentals of the materials platform, and how partnerships accelerate commercialisation. We'll explore why biochips and quantum tech are being developed in parallel, potential licensing paths to big players, and the milestones to watch through 2026. The discussion covers collaboration

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Tollu Deep Hit: Copper in Gabbro Signals Big Upside...

SmallCaps Podcast ·

2025/11/28

In this ASX small-cap analysis, James Whelan and Redstone Resources geologist Greg Shirtliff unpack the latest Tollu drill results from Western Australia. The deep diamond hole beneath Tollu encountered high-grade copper in quartz veins and, importantly, the presence of gabbro below the deposit, suggesting a potential magmatic copper-nickel-cobalt system similar to Nebo Babel and Voices Bay. The discussion covers why the gabbro host and associated chlorite alteration matter, what the cobalt

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Tollu Deep Hit: Copper in Gabbro Signals Big Upside...

SmallCaps Podcast ·

2025/11/27

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EcoGraf Epanko expansion: Africa's largest graphite...

SmallCaps Podcast ·

2025/11/27

An in-depth ASX small-cap analysis with EcoGraf (EGR.ASX). James Whelan chats with EcoGraf Managing Director Andrew Spinks about the Epanko expansion, the 105 million financing milestone, HF-free purification and the plan to build a vertically integrated battery materials hub with global reach. We unpack what the expansion means for Epanko’s production growth, downstream purification, and how ESG, recycling and policy tailwinds are shaping the path forward for graphite and the broader battery supply

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EcoGraf Epanko expansion: Africa’s next major...

SmallCaps Podcast ·

2025/11/27

Join James Whelan as he chats with EcoGraf Managing Director Andrew Spinks about Epanko graphite expansion and EcoGraf's strategy to become Africa’s largest planned graphite producer. We dive into the financing pathway with KFW IPEX Bank for stage one, how Epanko feeds downstream HF-free purification, and why Tanzania is a pivotal piece of a globally connected battery materials supply chain. The conversation also covers ESG best practise, policy tailwinds from Europe and the United States, and how

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Redstone Tollu Drill Delivers Deep Copper Hit, Big...

SmallCaps Podcast ·

2025/11/27

Redstone Resources (RDS.ASX) has just released insights from a deep diamond drill hole at Tollu, within WA's West Musgrave region. In this ASX small-cap analysis, James Whelan from smallcaps.com.au sits down with Redstone’s project director Greg Shurtleff to unpack why the Tollu results are noteworthy, what they reveal about the geology under Tollu, and what this could mean for future exploration across the Tollu Fault and surrounding gabbro intrusions.The key takeaway is that a single deep hole

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Redstone Tollu Drill Delivers Deep Copper Hit, Big...

SmallCaps Podcast ·

2025/11/26

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EcoGraf (EGR.ASX) Epanko expansion: Africa's largest...

SmallCaps Podcast ·

2025/11/26

In this ASX small-cap deep-dive, James Whelan sits down with EcoGraf Managing Director Andrew Spinks to unpack Epanko's expansion, financing, and the company's path to building a vertically integrated battery anode materials business with a low-carbon footprint. Epanko expansion would lift graphite production from 73,000 tonnes to up to 390,000 tonnes over ten years, providing visibility to customers and potential governments. Financing for stage one is being progressed with KfW IPEX Bank for about

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EcoGraf Epanko Expansion: Africa’s Next Graphite...

SmallCaps Podcast ·

2025/11/26

In this ASX small-cap analysis, we unpack EcoGraf (EGR.ASX) and its vertically integrated battery materials business built around Epanko graphite. The conversation with managing director Andrew Spinks covers the Epanko expansion study, progressing debt financing of ~US$105 million with KfW IPEX Bank, and how the HF-free purification downstream supports global hubs in Europe, North America, and Asia. We also dive into the Tanzania midstream mechanical shaping facility, the ESG and regulatory

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BBB.ASX Analysis: Noosa Mining Grants Ignite...

SmallCaps Podcast ·

2025/11/19

At the Noosa Mining Conference, James Whelan (occasional talking head for smallcaps.com.au) chats with Heather Sparks from the Queensland Geological Survey about the Collaborative Exploration Initiative (CEI). The program has $5 million available in funding, with grants up to $250,000 per application, and applications are open now until 1 December, with announcements due in April. We unpack how the CEI works, who can apply, how the funding is allocated, and what it could mean for Australian

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Noosa Mining Debrief: Top ASX Small-Caps & Lithium...

SmallCaps Podcast ·

2025/11/19

In this ASX small-cap debrief, we recap the Noosa mining conference and break down what the chaos, caffeine and conversations mean for juniors like AAA.ASX and other players in the space. The video covers themes across copper, lithium, graphite, PGM and silver, plus live takeaways from the floor. James Whelan and Blake Reid share the standout stories, investor sentiment and the companies to watch as the sector moves through a lithium turnaround and a renewed focus on scarce metals.We discuss

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Anteotech Ultranode X hits 1,000 cycles at 80%...

SmallCaps Podcast ·

2025/11/18

In this ASX small-cap analysis, we unpack Anteotech (ADO.ASX), a Brisbane‑based chemical and materials tech company advancing two businesses: advanced battery technologies and life sciences. The video explains how Ultranode X, Anteotech’s high-silicon anode formulation, achieved over 1,000 full charge–discharge cycles with around 80% capacity retention, and why that milestone matters for EVs, drones and other high‑performance applications. We explore silicon vs graphite, why micron‑sized silicon can

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Novo Resources (NVO.ASX): Hemi JV, Pilbara Drilling &...

SmallCaps Podcast ·

2025/11/18

James Whelan from smallcaps.com.au sits down with Novo Resources (NVO.ASX) director Mike Spreadborough at a major mining conference to unpack Novo’s strategy as a Greenfields gold explorer. The discussion covers near-term catalysts, pending news on project data, Pilbara rock chips and drilling planned for March, and the potential of the Bell Topper project in Victoria with high-grade vein potential. The interview also details the core Hemi project in the Northern Star JV—13 million ounces across

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Novo Resources (NVO.ASX): Hemi JV, Pilbara Drilling &...

SmallCaps Podcast ·

2025/11/17

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WIN Metals: 200k oz Gold from Butchers Creek—New...

SmallCaps Podcast ·

2025/11/17

In this ASX small-cap analysis, we unpack WIN Metals (WIN.ASX) and the latest from the Noosa Mining Conference. The interview highlights a rapid development path for WIN Metals' WA gold assets, including a scoping study for the Butchers Creek project and a near‑term production outlook from the Radio Gold Mine.Key takeaways: - Butchers Creek scoping study points to over 200,000 ounces of gold with robust economics, generating about $288 million in free cash flow after building a processing plant

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SmallCaps Podcast

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