Podcasts
Deep dives into market trends, company analysis, and expert interviews
Small Caps market wrap: higher yields and a 25bp RBA rise
Higher bond yields, a 25 basis point RBA rate rise and a relatively steady equity market set the scene for this episode of the Small Caps Spotlight podcast. James Whelan and Heath Moss also discuss Small Caps’ move into new offices and upcoming industry events. Key Highlights The RBA raised rates by 25 basis points. Government spending was described as 28% of GDP, a record according to the discussion. The S&P 500 was trading between 7,660 and 7,760. The US ten-year yield reached a level last seen in 2002, according to the discussion. Small Caps moved into new offices. The Gold Events conference, MicroCaps Conference and IMARC were highlighted as upcoming events. About Small Caps Small Caps covers Australian small-cap companies and market developments. The podcast is powered by Small Caps. Disclaimer This podcast is for educational and entertainment purposes only and should not be considered financial advice. All investments carry risk, including the potential loss of principal. Listeners should conduct their own research and consider seeking professional financial advice before making investment decisions. #SmallCaps #ASXInvesting # #AustralianStocks #Investing #Podcast
Iltani Resources: Orient West drilling extends beyond 2025 resource
Orient West drilling has returned strong results beyond the area covered by Iltani Resources’ 2025 mineral resource. Managing Director Donald Garner discusses how the results may feed into the next resource calculation, alongside planned drilling, ore-sorting test work and the scoping study. Key Highlights Orient West results followed up OR137, which hit a VTEM target at the end of 2025, and are to be included in the next Orient resource calculation. About 45 to 50 holes from the 110-hole programme remained at the AST lab in Townsville awaiting results. TOMRA ore-sorting test work was scheduled for 7 and 8 October, followed by flotation test work at Core Metallurgy in Brisbane. Garner described a hypothetical case where ore sorting could reduce annual plant throughput from 5 million tonnes to 0.5 to 1 million tonnes. The potential cost and plant benefits remain subject to test work. Iltani is targeting an early 2027 scoping study and plans diamond drilling at Isabel. Boonmoo returned no material hit. Union Jack drilling intersected sulfides, mainly pyrrhotite and arsenopyrite, which were not the target sulfides; down-hole work is planned to help guide follow-up drilling. About Iltani Resources Iltani Resources (ASX: ILT) is advancing the Orient project in the Herberton region of North Queensland. The company is assessing Orient as a standalone project, with satellite deposits in the district as potential additions. Disclaimer This podcast is for educational and entertainment purposes only and should not be considered financial advice. All investments carry risk, including the potential loss of principal. Listeners should conduct their own research and consider seeking professional financial advice before making investment decisions. #SmallCaps #ASXInvesting #ILT.ASX #AustralianStocks #Investing #Podcast
Cobalt Blue formalises US$150,000 Project Infinity contract
Cobalt Blue Holdings has formalised a US$150,000 contract with consortium partner Glomar Minerals to lead technical work for the Project Infinity preliminary economic assessment. The proposed project involves a US-based refinery for deep-sea polymetallic nodules, using Cobalt Blue's hydrometallurgical processing technology and Broken Hill Technology Centre. Key Highlights Project Infinity will assess the economics and technical requirements for harvesting nodules, transporting them to the US, separating manganese, cobalt, nickel and copper, and developing the refinery infrastructure. Cobalt Blue is assessing potential sites in Louisiana, Texas and North Carolina, with access to ports, intermodal transport, sulfuric acid, limestone and end markets among the selection criteria. Test work has shown very high leaching of manganese, cobalt, nickel and copper from samples received about a month before the interview. The PEA is targeted for late November to early December 2026, with an updated JORC-compliant or NI 43-101-compliant resource to support the study. Cobalt Blue says its Kwinana cobalt refinery remains the key project, with an estimated A$50 million to A$60 million capital cost. About Cobalt Blue Holdings Ltd Cobalt Blue Holdings is developing hydrometallurgical processing technology for cobalt, nickel, manganese and copper. Its Kwinana cobalt refinery is the company's key project, while its work with Glomar Minerals extends the same core processing technology to Project Infinity in the US. Disclaimer This podcast is for educational and entertainment purposes only and should not be considered financial advice. All investments carry risk, including the potential loss of principal. Listeners should conduct their own research and consider seeking professional financial advice before making investment decisions. #SmallCaps #ASXInvesting #COB.ASX #AustralianStocks #Investing #Podcast
Elevate Uranium lifts Marenica stake to 90%
Elevate Uranium CEO Murray Hill outlines the company’s increased ownership of the Marenica uranium project in Namibia and progress on its patented upgrade process. The interview covers pilot plant testing, resource grade, processing advantages, environmental considerations and the next project milestones. Key Highlights Elevate Uranium has increased its Marenica stake from 75% to 90%, adding eight million pounds attributed to the company. Marenica has a 53-million-pound resource at 180 ppm uranium. The first four upgrade pilot plant stages rejected 88% of mass, with 12% continuing to leaching. Testing used 80 ppm uranium feed, equivalent to 94 ppm U3O8, and achieved 79% recovery. Testing of higher-grade 180 ppm feed is expected to lift recovery above 85%. Stage-five results are expected this year, with a Marenica scoping study planned for later this year or early next year. About Elevate Uranium Elevate Uranium is an ASX-listed, uranium-focused company based in Perth. It has 181 million pounds of uranium globally across Namibia and Australia, with two-thirds of its assets in Namibia and one-third in Australia. Disclaimer This podcast is for educational and entertainment purposes only and should not be considered financial advice. All investments carry risk, including the potential loss of principal. Listeners should conduct their own research and consider seeking professional financial advice before making investment decisions. #SmallCaps #ASXInvesting #EL8.ASX #AustralianStocks #Investing #Podcast
Sky Metals: Tallebung drilling returns 17m at 0.7% tin
Sky Metals Managing Director and CEO Oliver Davies discusses new shallow drilling results at Tallebung, including tin intercepts and coarse wolframite mineralisation. He also outlines further drilling and exploration plans at Theemans. Key Highlights Tallebung returned 17 metres at 0.7% tin, including 4 metres at around 2.5% tin. A previous tungsten intercept was 6 metres at over 1.5% tungsten from 21 metres down. Diamond drilling twinned a higher-grade tungsten zone and showed coarse wolframite mineralisation. Theemans is about 20 kilometres north of Tallebung, with rock chips around 7.5% tungsten and no modern drilling. Davies said the company was looking at 9 to 18 months to pay off CapEx, with potential to reduce that through further project improvements. About Sky Metals Sky Metals (ASX: SKY) is advancing the Tallebung tin-tungsten-silver project in central New South Wales. The company is also exploring the nearby Theemans project. Disclaimer This podcast is for educational and entertainment purposes only and should not be considered financial advice. All investments carry risk, including the potential loss of principal. Listeners should conduct their own research and consider seeking professional financial advice before making investment decisions. #SmallCaps #ASXInvesting #SKY.ASX #AustralianStocks #Investing #Podcast
Small Caps: US earnings support equities as yields rise
Strong US earnings expectations are helping equities hold near record highs, even as bond yields rise and gold comes under pressure. Heath Moss also discusses Meta Muse, Oracle’s New Mexico data centre project and fresh US economic data. Key Highlights The S&P 500 was 1-2% below record highs, while the Nasdaq Composite reached a record earlier in the week. US earnings growth was expected at 28% for Q3, 26% for Q4 and 15% next year. Meta rose 12% after the release of Meta Muse, followed by another 4-5% gain the next night. Oracle issued a force majeure notice linked to its New Mexico data centre project, which faces local opposition and regulatory setbacks. US services and manufacturing PMIs both came in above 58, while core retail sales rose 1.44% last month. US 10-year yields rose 20-25 basis points over the past two nights, adding pressure to gold. About Small Caps Small Caps covers Australian small-cap markets and companies, alongside broader market developments relevant to investors. Disclaimer This podcast is for educational and entertainment purposes only and should not be considered financial advice. All investments carry risk, including the potential loss of principal. Listeners should conduct their own research and consider seeking professional financial advice before making investment decisions. #SmallCaps #ASXInvesting # #AustralianStocks #Investing #Podcast
Future Metals Nl: Savannah option could accelerate Panton
Future Metals Nl CEO Keith Bowes discusses the Panton PGM project in Western Australia's East Kimberley, the company's $3.6 million placement and plans for an updated scoping study. The study will assess whether the nearby Savannah nickel concentrator can process Panton ore and help reduce capital requirements and development time. Key Highlights Future Metals Nl secured $3.6 million in firm placement commitments backed by Zeta Resources. Panton is about 60 kilometres from the Savannah nickel concentrator, which is in care and maintenance. The updated scoping study will compare a greenfield Panton development with processing through Savannah. Preliminary test work indicates the proposed two-circuit flow sheet may be simplified to one circuit. First production through Savannah could be possible within 36 months, while the greenfield option could add about two years. The Alice Downs Corridor, about 20 kilometres northeast of Panton, includes the Eilen Bore copper exploration target. About Future Metals Nl Future Metals Nl is an ASX-listed precious metals and minerals company focused on the Panton PGM project in the East Kimberley. The company also holds exploration tenements across the Alice Downs Corridor, including the Eilen Bore copper target. Disclaimer This podcast is for educational and entertainment purposes only and should not be considered financial advice. All investments carry risk, including the potential loss of principal. Listeners should conduct their own research and consider seeking professional financial advice before making investment decisions. #SmallCaps #ASXInvesting #FME.ASX #AustralianStocks #Investing #Podcast
Antimony Resources advances Mexican plant commissioning
Antimony Resources is moving towards wet commissioning of its Mexican antimony processing plant after crushing approximately 200 tonnes of ore at an estimated 12.6% antimony grade. Tim Young discusses the company’s rebrand, capital structure, proof-of-concept campaign, ore supply agreements and broader projects in Mexico and Nevada. Key Highlights Approximately 200 tonnes of ore has been crushed at an estimated 12.6% antimony grade, with assay results still pending. The plant is moving through dry commissioning, wet commissioning and full-flow-sheet testing. The flotation circuit is about 90% complete. Previous flotation test work reported 81.1% antimony recovery and a 42.4% antimony concentrate, upgradable to 62.9%. Antimony Resources has a binding five-year ore supply agreement with the Chinantla mine, about eight kilometres from the plant. Four additional MOUs cover 2,330 to 2,430 tonnes per month of potential feedstock. The company is targeting first concentrate production and sales before scaling towards 150 tonnes per day nameplate capacity. About Antimony Resources Limited Antimony Resources Limited, formerly EV Resources, is an ASX-listed diversified metals and mining company focused on antimony. Its activities include a Mexican processing plant, third-party ore supply arrangements, the Los Lirios project in Mexico, and the Dollar and Milton antimony projects in Nevada. Disclaimer This podcast is for educational and entertainment purposes only and should not be considered financial advice. All investments carry risk, including the potential loss of principal. Listeners should conduct their own research and consider seeking professional financial advice before making investment decisions. #SmallCaps #ASXInvesting #ANT.ASX #AustralianStocks #Investing #Podcast
Argent Minerals reports 15g/t gold assay at Trunkey
Argent Minerals CEO Mike McKevitt discusses the company's plans for the Kempfield silver deposit and early drilling results from Trunkey Creek. The conversation covers Kempfield's resource, silver's industrial demand, project studies and the next phase of exploration. Key Highlights Kempfield has over 142 million silver equivalent ounces, including more than 66 million ounces of silver. The company plans metallurgical and geotechnical drilling at Kempfield, along with capital expenditure assumptions, to support project studies. The second Trunkey Creek drill hole intersected visible gold in two coarse veins, with assays of 6g/t and 15g/t gold. The Trunkey Creek programme is the first modern drilling campaign there since mining ceased in the early 1900s. Argent Minerals plans to increase Trunkey Creek drilling and extend the footprint of modern geological information. About Argent Minerals Argent Minerals is an ASX-listed diversified metals and mining company, trading under the ticker ARD. Its portfolio includes the Kempfield silver deposit and the Trunkey Creek gold prospect. Disclaimer This podcast is for educational and entertainment purposes only and should not be considered financial advice. All investments carry risk, including the potential loss of principal. Listeners should conduct their own research and consider seeking professional financial advice before making investment decisions. #SmallCaps #ASXInvesting #ARD.ASX #AustralianStocks #Investing #Podcast
Prescient Therapeutics: what has changed since the last PTX100 CTCL update
Small Caps speaks with Prescient Therapeutics (ASX: PTX) for a general company update focused on what has changed since our last interview on PTX100 in cutaneous T-cell lymphoma (CTCL). Management discusses the most important recent developments, what has or has not been validated since earlier clinical commentary, key risks around the phase 2A program, and the public milestones investors can watch next. This interview is based on the prior Small Caps PTX100 interview context and the company’s Q4 FY26 quarterly update.
Botala Energy update: what 3.5B has shown at Serowe and what comes next
Botala Energy (ASX:BTE) joins Small Caps for a general company update focused on recent progress at the Serowe Coal Bed Methane Project in Botswana. The discussion covers what has changed recently at the Pitse Pilot, what management says the early 3.5B response means, what remains unproven on gas flow, how pilot data could feed into reserves and BFS work, and the practical milestones investors can watch over the next 90 days. This interview references public company filings including recent Serowe CBM Project updates, the June 2026 quarterly report and related operational announcements.
Small Caps: Resolution Minerals hits near-surface gold at Golden Gate South
Craig Lindsay from Resolution Minerals discusses new drilling results from Golden Gate South in Idaho, including near-surface gold intercepts and what they may mean for the wider Horse Heaven project. The conversation also covers tungsten, the Stibnite analog, Fast 41 permitting support in the US, and the timeline to a maiden resource estimate in early 2027. Key Highlights The first three holes at Golden Gate South returned 305.7 metres at 0.64 grams per tonne gold. Craig Lindsay said the drilling is about 2,000 metres south of Golden Gate North and may connect the two areas. The company has drilled about 25 holes at Golden Gate South and expects 40 plus holes to be released from September through November. The total program covers 45 holes for 13,700 metres across Golden Gate. Resolution Minerals said it has two Fast 41 project designations and is targeting a maiden resource estimate in Q1 2027. About Small Caps Small Caps covers ASX small-cap companies, markets and the issues moving Australian investors. Host Craig Lindsay speaks with company executives and industry participants about projects, drilling, funding, regulation and market developments. Disclaimer This podcast is for educational and entertainment purposes only and should not be considered financial advice. All investments carry risk, including the potential loss of principal. Listeners should conduct their own research and consider seeking professional financial advice before making investment decisions. #SmallCaps #ASXInvesting # #AustralianStocks #Investing #Podcast