PODCAST

SmallCaps Podcast

SmallCaps

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

business investing

All Episodes

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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WIN.ASX: 200koz Gold, Scoping Study Shines &...

SmallCaps Podcast ·

2025/11/17

At Noosa Mining Conference, we sit down with Steve Norregaard of Win Metals (WIN.ASX) to unpack exciting developments for this ASX small-cap. In this interview, we dive into the scoping study for the Butchers Creek gold project, recently acquired, which is forecast to yield over 200,000 ounces of gold and generate meaningful free cash flow once a processing plant and underground mine are in place. We also discuss the near-term Radio Gold Mine near Southern Cross, WA, the 9,000-metre RC programme,

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Win Metals: 200k oz Gold, $288M Free Cash Flow —...

SmallCaps Podcast ·

2025/11/14

An in-depth update from the Noosa Mining Conference with Win Metals (WIN.ASX). In this interview, Steve Norrigard lays out the latest on the Butchers Creek project following a scoping study delivered just 12 months after acquisition for around $5M. The study highlights a pathway to ~200,000 oz of gold with robust economics, including circa $288M of free cash flow after building a processing plant and an underground mine. Win Metals has also acquired the Radio Gold Mine near Southern Cross, WA,

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Ark Mines AHK.ASX: QIC funding, 330Mt target, 2026...

SmallCaps Podcast ·

2025/11/14

In this ASX small-cap analysis video, we break down Ark Mines (AHK.ASX) and the latest developments from the mining conference. The interview features Ben Emery discussing the post-raise plan, QIC investment and what it means for the company’s 330 million tonne resource upgrade and PFS timeline. What you'll learn: - The QIC investment: $500,000 in equity and $4 million on a royalty basis. - How funds are being applied to deliver the PFS into Q2 2026 and target a 330 Mt resource upgrade. - Recent

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Southern Palladium: Tier-One PGM Asset Near DFS & FID

SmallCaps Podcast ·

2025/11/14

James Whelan of SmallCaps.com sits down with Roger Baxter of Southern Palladium (SPD.ASX) to unpack a tier-one PGM project in South Africa and what it could mean for investors. Southern Palladium is an ASX-listed company with a market capitalisation of around AUD$140 million, pursuing a near-surface, high-grade PGM asset in prime mining country. The discussion covers the asset location, the Benguenyama community equity structure (the community holds about 30% of the underlying asset), the DFS

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Win Metals WIN.ASX eyes 200,000 oz gold from Butchers...

SmallCaps Podcast ·

2025/11/14

In this ASX small-cap analysis, we unpack WIN.ASX (Win 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 200,00 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 up

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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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SmallCaps Podcast

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