PODCAST

SmallCaps Podcast

SmallCaps

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

business investing

All Episodes

LKE.ASX: Lithium rally as Noosa conference signals...

SmallCaps Podcast ·

2025/11/14

In this ASX small-cap analysis, we run through Lake Resources (LKE.ASX) and the takeaways from the Noosa Mining Conference. With a cautiously optimistic outlook for lithium, we unpack permitting progress, potential FID timing, and what new data room activity could mean for off-take partners and financing. We also discuss how dual listings (OTC) are impacting liquidity, recent deal activity including the Posco MinRes reference, and what could be next for M&A in the lithium space. If you’re tracking

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PolarX (PXX.ASX): Drill results, assays & gold market...

SmallCaps Podcast ·

2025/11/14

PolarX Limited (PXX.ASX) sits in focus in this ASX small-cap analysis. James Whelan chats with PolarX's Jason Burton at a major small-cap conference to unpack what lies ahead for the company as it heads into results season. We break down the latest drilling activity and what investors should watch for as assays come in from the US programs. Jason outlines two US drilling campaigns: a six-week program in Alaska and a three and a half week program in Nevada. All assays are in the lab, with several

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Zeotech's Kaolin Breakthrough: Greener Concrete,...

SmallCaps Podcast ·

2025/11/14

Zeotech Limited (ZEO.ASX) is pursuing a bold kaolin strategy that could reshape concrete. In this video, we unpack the claim of a pure kaolin with zero process losses and a path to decarbonising cement-heavy concrete. What you’ll learn: - How kaolin can improve concrete durability and enable decarbonisation by replacing cement. - The performance claims: higher strength, reduced shrinkage, and potential cost benefits. - The commercial pathway, including MOUs with Holcim, Cement Australia and Lang

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BHM.ASX Deep Dive: Catalysts, Milestones & the ASX...

SmallCaps Podcast ·

2025/11/13

From the Noosa Mining Conference coverage, Small Caps’ James Whelan sits down with Sarah Clarke (CEO, Andromeda – ASX: ADN) to discuss strategy, near-term milestones and the current market backdrop for Australian resources. This video applies that context to BHM.ASX, unpacking what the stock could need to move, how the broader ASX resources rally shapes expectations, and the key risks to watch. We break down BHM.ASX’s positioning, potential catalysts, and how investors might model outcomes in the

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Andromeda Metals ADN: Great White project, HPA pilot,...

SmallCaps Podcast ·

2025/11/13

In this ASX small-cap analysis, we unpack Andromeda Metals (ADN.ASX) and what could move the stock next. Not tied to a single metal, ADN focuses on industrial minerals and critical minerals, with two key catalysts on the horizon: the Great White project and a high-purity alumina (HPA) pilot plant. At a recent mining conference in Noosa, management highlighted a differentiated play beyond the usual gold and base metals and outlined the path to production. Key takeaways from ADN’s activity include a

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Dart Mining: 650k oz Target, Antimony Boom & Victoria...

SmallCaps Podcast ·

2025/11/13

Join us for a focused ASX small-cap analysis on Dart Mining (DTM.ASX). In this video we break down the latest strategic moves across Australia’s mining footprint, including the divestment of Victorian properties and continued focus on the Rushworth project in central Victoria. We also cover Queensland developments, with the Triumph Gold project and the Canambula Antimony prospect highlighted, plus updates on direct shipping ore drilling progress (targeting ~2,000 metres by Christmas). We explore the

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Bright Star Resources: 35k ozpa, WA assets & Oram...

SmallCaps Podcast ·

2025/11/13

At the Noosa Mining Conference, Bright Star Resources (BTR.ASX) shares an update on its growth path as an emerging WA gold producer. We break down the asset base (two operating underground mines in Laverton, plus Sandstone), a pro-forma resource base just under four million ounces, and a near-term merger with Oram Limited expected in about two weeks. The interview covers production of about 30-35 koz per year, the company’s unhedged exposure to gold, and how management plans to convert reserves into

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Wind Metals WIN.ASX eyes 200,000 oz gold from...

SmallCaps Podcast ·

2025/11/13

In this ASX small-cap analysis, we unpack WIN.ASX (Wind Metals) and the latest scoping study for the Butchers Creek gold project revealed at the Noosa Mining Conference. The study shows potential to produce over 200,000 oz of gold with strong economics and a clear pathway forward in the Kimberley region of Western Australia. We also cover the Radio Gold Mine acquisition for near-term production, the 9,000-metre RC program, early resource calculations expected next year, and maiden drill intercepts

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Broken Hill Mines: Rebuilding a True Australian Icon...

SmallCaps Podcast ·

2025/11/13

In this ASX small-cap analysis, we take a close look at BHM.ASX and the Broken Hill Mines story. Patrick Walter, executive chair, discusses rebuilding the mine and returning it to fully Australian ownership. We analyse what this means for the business, the local mining landscape, and what investors should watch next. The video blends interview highlights with our take on strategy, potential catalysts, and the implications of a proudly Australian ownership model for a small-cap in the mining

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GRV.ASX: Uranium boom incoming—2026 could be massive

SmallCaps Podcast ·

2025/11/12

Greenvale Energy Stock Co (GRV.ASX) is drawing attention as uranium prices and the macro backdrop boost interest in Australian small-cap energy plays. In this clip from the Noosa Mining Conference, James Rearland and Alex Shearsman discuss GRV's uranium-focused strategy: a recent drilling program is completed, follow-up targets are in play, and field work is planned for early next year with uranium at the core of the plan. The interview captures investor reception at the conference (roughly 750

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Galan Lithium on track for 2026 production amid...

SmallCaps Podcast ·

2025/11/12

In this ASX small-cap update, James Whelan of SmallCaps.com.au sits down with Galaan Lithium’s JP at the Noosa Mining Conference. Galaan Lithium is a leading lithium developer in construction, with first production planned in the near term and full funding in place to bring that production online. Key points: - Galaan reports it is fully funded for first production and lists Clean Elements as a major shareholder; the interview also features Cameron Standup from Othium. - The company expects to

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CAZ.ASX Gold Hits: 6m @ 10.3 g/t Near Kalgoorlie

SmallCaps Podcast ·

2025/11/12

Today we take a focused look at CAZ.ASX (Kazeily Resources) and its Kalgoorlie gold project, located just north of Kalgoorlie and neighbouring Gorilla Gold. In this short analysis, we unpack the latest drill results, the drilling campaigns behind them, and what they could mean for CAZ's exploration upside and potential catalysts ahead of year-end. Key takeaways: - CAZ.ASX overview and project context around Kalgoorlie - Notable intercepts from the campaign: 6m at 10.3 g/t and 10m at 5.7 g/t - RC

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Sweden's 24% graphite reserve could unlock Talga's US...

SmallCaps Podcast ·

2025/11/12

ASX small-cap Talga Group (TLG.ASX) sits at the crossroads of graphite supply, battery materials and next-gen manufacturing technology. In this quick analysis, James Whelan from smallcatch sits down with Mark Thompson to unpack what Talga does, why Sweden matters and what the US expansion could mean for investors. What Talga does Talga makes battery materials and battery‑making technology, specialising in graphite—the largest volume mineral in a battery. The company highlights a very high grade

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CMG.ASX: Linfield Vanadium Pit-to-Battery Strategy &...

SmallCaps Podcast ·

2025/11/06

In this ASX small-cap analysis, James Whelan sits down with Scott Winter, Managing Director and CEO of Critical Minerals Group (CMG.ASX), to unpack CMG’s Linfield-Vanadium project in Queensland and its pit-to-battery strategy for grid-scale energy storage. The discussion covers building a full supply chain from vanadium ore to electrolyte, the upcoming pre-feasibility study (PFS), and how a strong partner in Iremitsu supports governance, funding, and market access.What CMG is doing: The company is

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CMG.ASX: Linfield Vanadium Pit-to-Battery Strategy &...

SmallCaps Podcast ·

2025/11/06

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"Gas is the future" - Blue Energy's plan to unlock...

SmallCaps Podcast ·

2025/11/05

In this ASX small-cap analysis, James Whelan sits down with Blue Energy MD and CEO John Phillips (BLU.ASX) to unpack the company’s plans to bring gas to market in Queensland and the Northern Territory. We cover Blue Energy’s Moorumbah/central Queensland assets, the Sapphire PL 1034 licence unlocking drilling and production, and the offtake agreements with AGL, Origin Energy and QPM that underpin a future pipeline approach. The discussion also delves into pilot wells, environmental controls, and the

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GGR.ASX IPO Day: Golden Globe Resources – Three...

SmallCaps Podcast ·

2025/11/03

On IPO day for Golden Globe Resources (GGR.ASX), we take a close, balanced look at what the listing means for the company and Australian mining peers. This analysis is aimed at ASX small‑cap followers and explains how the veteran mining executive background informs strategy as Golden Globe lines up a two‑year budget across three exploration projects. Key points covered: - The team and leadership: background on CEO Colin MacMillan and how his Newcrest Mining pedigree supports the project portfolio -

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GGR.ASX Listing: What’s next for Golden Globe Resources?

SmallCaps Podcast ·

2025/11/03

Golden Globe Resources (GGR.ASX) has just listed on the ASX, and this video offers a fresh, easy-to-digest analysis of what the listing means for investors. James Whelan sits down with Colin (head of the company) and Ray (board member) at the Exchange Place in Sydney to unpack the milestone, the near-term drilling plan, and what comes next as the company moves from exploration toward production. Expect insights into the listing journey, the role of advisers, and the resilience of shareholders who

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From loss to profit: Livium LIT.ASX clean energy...

SmallCaps Podcast ·

2025/11/03

Livium Limited (LIT.ASX) is a clean energy player focused on recycling lithium‑ion batteries, solar panels and rare earth elements through its market‑leading EnviroStream operation. In this interview, we unpack Livium’s growth strategy, recent partnerships, and a capital raise that underpins expansion into adjacent revenue streams. What we cover: - Who Livium is, and what EnviroStream does as Australia’s leading end‑of‑life lithium‑ion battery recycler - The big market opportunity: end‑to‑end

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GGR.ASX IPO Day: Golden Globe Resources – Three...

SmallCaps Podcast ·

2025/11/03

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SmallCaps Podcast

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