Podcasts
Deep dives into market trends, company analysis, and expert interviews
Kaiser Reef: Henty Growth, Maldon Potential & A1 Update (KAU.ASX)
Kaiser Reef (KAU.ASX) is shaping up as a genuine ASX small-cap growth story. In this interview-style analysis, James Whelan sits down with Kaiser Reef’s new managing director Brad Valiukas to unpack how the company is turning an exploration-led portfolio into a production-led growth machine. Kaiser Reef owns and operates the Henty Gold Mine in Tasmania, a long-life underground operation with a 300,000 tpa processing plant, plus the Maldon Gold Project in Victoria, which includes the Union Hill Gold Mine and a 200,000 tpa processing facility, plus a strong exploration footprint across the historic Maldon Goldfield. The September quarterly update highlights continued strength at Henty and meaningful progress at Maldon, underscoring a transition from exploration focus to a bigger, self-funded growth business. Brad explains his background as a mining engineer with extensive production and operational experience, and why Kaiser’s asset mix is a strong fit for delivering the next phase of growth. The conversation covers: the Kaiser's path from exploration to production, optimising Henty, and setting up Maldon for district-scale growth. You’ll hear how the team plans to push throughputs, manage fixed costs, and feed the “beast” at the top end while expanding underground capacity. Key takeaways from the September quarterly production report include: just over 8,100 ounces produced at a head grade of 4.12 g/t with recoveries around 90%, underscoring solid operating momentum post-acquisition. The team is already testing additional crushing capacity to lift throughput and improve cost efficiency, with spare milling capacity available for near-term optimisation. An ongoing resource and reserve refresh on the underground at Henty will feed the longer-term plan to grow both production and reserves. Drilling at Maldon is underway, focusing on district-scale expansion opportunities that could underpin a broader production pipeline. The company remains self-funded with a debt-free balance sheet and is pursuing multiple growth avenues across Henty and Maldon, while acknowledging that the A1 project is transitioning to care and maintenance. This context positions Kaiser well for both near-term cash flow and longer-term growth opportunities. If you found this analysis helpful, subscribe for Kaiser Reef updates and turn on notifications to catch the next phase of growth at Henty and Maldon.
Resolution Minerals doubles drill programme at Horse Heaven and expands land
An in-depth ASX small-cap update on Resolution Minerals (RML.ASX). James Whelan chats with Craig Lindsay, Head of US Operations, about the expansion of the Horse Heaven drill programme and the strategic land package now under control. The video breaks down what changed, why it matters, and what investors should watch next as the company eyes a maiden resource. What we cover: - Expanded land package: around 59 square kilometres after adding ~600 acres near the southern end, adjacent to the Stibnite district and its active financing backdrop. - Drill programme expansion: the plan extends drilling into October, switching from core to RC drilling to roughly double the footage and accelerate knowledge of the Golden Gate target. - QA/QC and cost dynamics: core provides structural detail, RC offers lower cost and higher footage; the plan combines both to map the structure along Golden Gate. - Golden Gate mineralisation: ongoing gold dominance with tungsten potential at the northern end, plus an antimony anomaly parallel to the fault zone. - Assay timing and catalysts: eight holes drilled, three samples submitted to ALS with a four-to-six week turnaround; potential maiden resource next year. - Near-term catalysts: RC results, stream sediment results around a buried intrusion, metallurgical test work, and a refreshed financing position. - Operational context: strong relationships with the town of Yellow Pine and the US Forest Service underpin the extended drill season and broader project progress. Why this matters for shareholders: The combination of an expanded land package and a longer drill window could accelerate the path to a maiden resource while preserving optionality on tungsten and antimony signals at Golden Gate. Management views the extended season as a way to generate more data with a more efficient RC phase later in the year, helping to de-risk the project and bolster the funding runway. If you enjoyed this update and want more ASX small-cap analysis and the latest on Resolution Minerals, hit subscribe and turn on notifications so you don’t miss the maiden resource data as it’s released.
RML.ASX: Resolution Minerals expands drill programme, eyes maiden resource
An in-depth look at Resolution Minerals (RML.ASX) and what the latest updates mean for shareholders. We unpack the accelerated drilling plan at the Golden Gate target, the expanded land package near the Stibnite region, and how the team plans to generate the data needed for a maiden resource next year. What you will learn: - Why an expanded land package strengthens the Yellow Pine–Stibnite corridor - How the drill programme extension into October, and the switch to RC drilling, changes the exploration cadence - What the core visuals and UV fluorescence suggested about mineralisation and why that matters - The approach to Antimony Ridge and what shallow, portable drilling could yield - How tungsten and antimony metallurgical work fits into eventual project value - Assay timing and what to expect in the near term If you found this update helpful, subscribe for ongoing ASX small-cap coverage, alerts on new drill results, and project milestones for RML.ASX and peers.
WIN Medals pivots to Radio Gold Mine: near-term restart plan and opportunities
WIN Medals (WIN.ASX) has pivoted from nickel and lithium to gold, acquiring the Radio Gold Mine in Bullfinch, WA. This video unpacks what the acquisition includes (a mine, equipment, a partly constructed processing plant and working capital), why the Radio Gold Mine offers a rare high-grade opportunity, and the roadmap to a restart in the next 12 months. We also cover near-surface targets around Radio Rapida, Radio South and Radio Man, and the 9,000 metre drill program aimed at identifying open-pit sources that could accelerate cash flow. The plan weighs on-site processing versus toll milling and considers nearby tolling opportunities in the Southern Cross region, aided by the sunk capital already in place. Beyond Radio, the video touches on the Butchers Creek project, Mount Edwards Nickel and Lithium projects, and latent value across the portfolio that could be monetised alongside the gold strategy. With gold at all-time highs, this pivot could unlock multiple catalysts for WIN holders. If you found this analysis helpful, subscribe for more ASX small-cap updates and insights on WIN.ASX and peers, and share your thoughts in the comments below.
Way2VAT Buys RBCVat: UK Expansion & 4-Pillar Strategy Unveiled
In this ASX small-cap analysis, Way2VAT (W2V.ASX) announces the acquisition of RBCVat in the UK as part of its four-pillar growth strategy: VAT reclaim, APAI real-time invoice validation, VAT consultancy, and a next-gen invoicing tech. James Whelan sits down with Amos Simantov, CEO of Way2VAT, to unpack the strategic rationale, the deal terms, and what the move means for revenue, profitability, and cross-border VAT reclaim for global enterprises. What we cover: - Quick recap of Way2VAT's platform: fully automated VAT reclaim for multinational clients, handling millions of receipts and invoices, across 40 jurisdictions. - Why RBCVat fits: established UK footprint and deep VAT consultancy capabilities, with US-based and EU clients, enabling cross-sell into Way2VAT's core VAT reclaim ecosystem. - Deal terms and financials: ~GBP2m valuation, c.GBP0.5m annual profit prior to the acquisition, and funding plan targeting ~AUD3m (split between growth capital and deal funding). Anticipated impact on the group P&L and milestones. - APAI integration: immediate internal benefits for RBC's processes and a scalable SaaS platform for clients, with potential for broad client adoption. - Growth potential: cross-sell across existing clients, entrance into new verticals, and alignment with a 1bn revenue, 1,000+ employee client profile. - Risks and milestones: retain key staff and clients, achieve targeted revenue and profitability, and monitor integration progress. Final thoughts and where to access investor materials. If you found this analysis helpful, subscribe for ongoing ASX small-cap insights and check the investor materials linked below for the full RBCVat deal details.
EVE.ASX: Fast-Acting Health Treatments Set to Disrupt ED and Period Pain
Analysis: Eve Health Group (EVE.ASX) — two new fast-acting health products powered by nano emulsion technology. In this video, we unpack the business, technology and timeline behind Eve Health Group's march into women's and men's health with Dispro Pastels and Libo. We'll cover what the products are, how the nano emulsion technology accelerates onset to around 15 minutes, market size (women's health and ED), regulatory path (TGA registration), and the company's international growth plan. We'll also introduce incoming CEO Damian Wood and the new scientific advisory board member Dr Fiona Cousins, and lay out near-term milestones for the next 12 months. If you're an investor or follower of ASX small-caps, this video will bring you up to speed on Eve Health Group's strategy and potential catalysts. If you found this analysis helpful, subscribe to stay updated on Eve Health Group's progress and share your thoughts in the comments.
Eve Health Group: New CEO, Dispro Pastels launch, Libo on the way
In this Small Caps analysis, James Whelan chats with Damian Wood, the incoming CEO of Eve Health Group (EVE.ASX), to unpack the company’s strategy, product launches, and what this means for investors. Eve Health Group is an Australian pharmaceutical company focused on women’s and men’s health, building on novel drug-delivery science to bring faster-acting therapies to market. What’s new: - Dispro Pastels: an oral herbal gummy for period pain, endometriosis, and menopause symptoms, launching in mid-September 2025 in Australia. The product uses a science-backed formulation designed for fast relief. - Libo: an oral soluble film for erectile dysfunction, launching towards the end of November 2025. It dissolves rapidly on the tongue for a quick onset of action. - Technology: both products employ nano emulsion technology, enabling very water-insoluble actives to be absorbed quickly and effectively for onset of action around 15 minutes, compared with traditional tablets. Why it matters: - Market potential: global market estimates place women’s health at around US$10 billion and men’s health at around US$5 billion, creating a combined opportunity of roughly US$15 billion. Eve Health Group plans a staged rollout starting in Australia, with export plans to follow in 2026 and broader regulatory registrations thereafter. - Regulatory path: the near-term plan is to list the products on the Australian Register of Therapeutic Goods (ARTG) and obtain TGA registration, opening export markets through 2026 and supporting full TGA registration by year-end 2026. - Scientific advisory: Dr. Fiona Cousins has joined Eve Health Group’s Scientific Advisory Board, bringing credibility in women’s reproductive health and helping steer clinical strategy and dossier compilation for regulatory submissions. - Leadership and milestones: Damian Wood will assume the CEO role in late October 2025. In the next 12 months, the team aims to launch both products in Australia, list with the TGA, and begin international expansion into regions such as the Middle East, Europe, the UK, and South-East Asia. What investors should watch: - Early traction in the Australian market and progress through regulatory approvals. - Uptick in international discussions and potential partner channels for rapid scale. - Ongoing updates from the scientific advisory board and management on clinical and regulatory milestones. Stay tuned for updates by subscribing and visiting Eve Health Group’s investor page for the latest milestones and news; you can also reach out via the company website for investor inquiries and further information.
Flynn Gold: Tasmanian Gold Boom — 520k oz Target & New Drilling
Flynn Gold (FG1.ASX) is driving high-grade gold and silver exploration in Tasmania, with a flagship focus on the Golden Ridge project and a pipeline of prospects across the north‑east and west of the state. In this investor briefing, Managing Director Neil Marston outlines the company’s strategy, latest drill results, and the plan to unlock a maiden resource from a maiden target announced for Golden Ridge. The video covers key projects, the 520,000 oz exploration target, and how drilling at Trafalgar, Grenadier and Double Event is expanding the exploration footprint. The session also touches on a $3 million renounceable rights issue, major and boardholders, and how Flynn Gold plans to fund ongoing drilling into 2026. The Q&A section delves into Tasmania’s permitting landscape, infrastructure, and how the team intends to advance multiple targets in a year of heightened activity. Expect upcoming drill results and news flow as the company advances its goals in a premier Australian mining jurisdiction.
Iris Metals: Ingersoll deal powers US lithium hub in Black Hills
Iris Metals (ASX: IR1) is advancing a US-focused lithium play centred on the Black Hills of South Dakota. In this interview, Paul Sanger of The Network speaks with Matt Hartmann, Iris’s President of US Operations, about the strategic significance of the Ingersoll project acquisition and how it integrates into Iris’s hub-and-spoke model across a portfolio that already includes Beecher, Tin Mountain and Edison. Key topics covered include: - why acquiring Ingersoll fits the timing, and how the project sits on private land to expedite permitting - what the private-land advantage means for early production, drill programmes and upcoming studies - historical mining in the Black Hills and what that implies for today’s spodumene resource potential - the role of tantalum and beryllium as complementary minerals to lithium in Iris’s portfolio - the pathway to US-sourced lithium chemicals (carbonate and hydroxide) through partnerships - near-term catalysts: drill results, maiden MREs (Tin Mountain), processing studies, and the 2026 project study across multiple pegmatites If you want to stay ahead on Iris Metals and other ASX small-caps, subscribe and turn on notifications for the latest IR1.ASX updates, drill results, and project milestones across the Black Hills portfolio.
Horse Heaven drilling hints at big gold potential for Resolution Minerals
In this ASX small-cap analysis, James Whelan sits down with Craig Lindsay, head of US operations for Resolution Minerals (RML.ASX), to unpack the latest drill news from the Horse Heaven project in Idaho and what it could mean for the company’s growth. This episode is filmed in a Lunch with the Boss format, bringing readers close to the people shaping the story and the moves behind a US-facing strategy. What you’ll learn from this video: - The four-hole, ~1,000m drill program at Horse Heaven has begun, with holes deepening through the oxide-sulfide boundary—a zone that hasn’t been drilled deeply before. - The Golden Gate target shows potential to host a multi-million-ounce resource given the historic gold endowment and the scale of the three-kilometre strike being tested. - Early drill core visuals suggest mineralisation similar to the adjacent Stibnite project, operated by Perpetua, which could be a positive sign for grade and continuity. Scheelite mineralisation is also observed in the upper zones (visible under UV light), which bodes well for the geological model. - Assays are due in about a month, providing a crucial data point to confirm early observations and guide the next drilling phase. - The plan to add a second drill to extend campaigns through September underscores the team’s optimism and resolve to grow the project quickly. - Vancouver’s role as a mining finance hub and Resolution’s US strategy: listing on the OTCQB, Roth Capital’s guidance, and the potential NASDAQ move to access larger US capital pools for critical metals. - Australian investor appetite for critical metals and the momentum behind Australian listings, with a broader discussion of why a US listing could be a strategic step for a US-focused project. If you’re following ASX small-caps, this video gives practical context on how a junior explorer pivots between primary projects, cross-border financing, and development timelines. We break down the implications for investors, what to watch for next, and how this story fits into the broader landscape of critical metals. If you found this update helpful, subscribe for ongoing ASX small-cap coverage and hit the bell to catch the next insight on Resolution Minerals. Share your view in the comments below.