PODCAST

SmallCaps Podcast

SmallCaps

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

business investing

All Episodes

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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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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SmallCaps Podcast

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