The Hole Truth: Mining Investment Podcast

The Hole Truth: Mining Investment Podcast is a product of Resources Rising Stars, hosted by Paul Armstrong, a seasoned expert in the world of finance and resources. With more than 30 years of experience as a finance journalist under his belt, Paul brings a wealth of knowledge and insight to his conversations with some of the most prominent figures in the industry. Each episode of The Hole Truth: Mining Investment Podcast is a deep dive into the inner workings of those resources companies which are making things happen, quizzing those in charge about their projects, their prospects, the challenges they face and the opportunities they offer to investors. Whether you’re an investor, industry professional, or simply interested in the latest developments in mining, energy, and resources, The Hole Truth is the podcast for you. Join Paul and his guests to hear about the latest investment opportunities in the resources sector. Produced by Resource Media ———— The Hole Truth: Mining Investment Podcast is a product of Read Corporate. Please note that Read Corporate does not provide investment advice and investors should seek personalised advice before making any investment decisions.

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Episodes

Tuesday Oct 03, 2023

Canada is hot property when it comes to lithium exploration. Just ask Clinton Booth, the new CEO of Pioneer Lithium – which has made an impressive start to its life as a lithium explorer after making its ASX debut last week. Booth joined Pioneer from a senior position working for Andrew Forrest as Global Head of Integration at Fortescue Future Industries. Together with Pioneer’s Executive Chair, Rob Martin, he will be leading the charge with a clear vision to rapidly transform Pioneer into a significant player in the North American battery metal space by advancing its trio of highly strategic lithium projects in Ontario and James Bay in Canada.
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Produced by Resource Media
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The Hole Truth is a product of Read Corporate.
Please note that Read Corporate does not provide investment advice and investors should seek personalised advice before making any investment decisions. 

Tuesday Sep 26, 2023

Astral Resource has just released a scoping study on its Mandilla Gold Project in the eastern goldfields of WA, the study shows that Mandilla is set to generate strong cash flow from a big open pit. Managing Director Marc Ducler, tells us that the company’s valuations are relatively low compared to its peer group and it appears he has good reason to say that. With the scoping study complete, the drill rig still turning and more growth to come the question is - Will Astral become a takeover target long before the project sees production?
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Produced by Resource Media
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The Hole Truth is a product of Read Corporate.
Please note that Read Corporate does not provide investment advice and investors should seek personalised advice before making any investment decisions. 

Tuesday Sep 19, 2023

Triangle Energy must be one of the most leveraged resources stocks on the ASX. The company is preparing to drill three oil and gas exploration wells in the North Perth basin, with a market capitalization of just $30 million this company is highly leveraged to exploration success. Managing Director Conrad Todd, provides a fascinating insight into the company's prospects of success, why it likes the Mount Horner oilfield, where it's planning to drill and the ramifications for the company's share price should one, let alone three of these wells prove successful.
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Produced by Resource Media
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The Hole Truth is a product of Read Corporate.
Please note that Read Corporate does not provide investment advice and investors should seek personalised advice before making any investment decisions. 

Tuesday Sep 12, 2023

Kingsland Minerals has a rapidly emerging graphite discovery in the Northern Territory, the Leliyn Project looks extremely promising with spectacular assays including 209m at 10% graphite. Mineralisation has been outlined over 5 kilometres and  this sits within a longer graphitic schist which measures 20 kilometres. Managing Director Richard Maddocks, says the company is on track to publish a maiden resource estimate for the project later this year. Drilling is ongoing, metallurgical tests are underway and the project is emerging as a globally significant graphite find. The US and Europe desperately wants graphite from places outside of China, it's considered to be a critical mineral and therefore the size, the grade and location of this project says its future is very exciting.
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Produced by Resource Media
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The Hole Truth is a product of Read Corporate.
Please note that Read Corporate does not provide investment advice and investors should seek personalised advice before making any investment decisions. 

Tuesday Sep 05, 2023

Chalice Mining has had a bumpy ride since releasing the Scoping Study on its Gonneville Nickel-Copper-PGE Project in WA. The share price fell as the market grappled with a range of complex factors relating to both technical and financial aspects of the project. Managing Director Alex Dorsch addresses each of these issues in full and frank detail, explaining the implications of the study’s key findings and why he believes some elements have been misunderstood. He also provides some valuable insights into the next milestones at Gonneville and what will drive shareholder value over the coming months. 
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Produced by Resource Media
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The Hole Truth is a product of Read Corporate.
Please note that Read Corporate does not provide investment advice and investors should seek personalised advice before making any investment decisions. 

Tuesday Aug 29, 2023

Astute Metals has a fascinating lithium exploration story in Nevada. But you won’t hear the words pegmatite or spodumene once. That’s because the lithium Astute is looking for is in claystone, effectively meaning it is disseminated in a manner similar to a gold deposit. The key advantage is that all this rock can be dug up and placed in the processing plant with virtually pure lithium coming out the other end, ready for sale directly to lithium battery makers. No spodumene concentrate, no shipping a product with 94% waste and double handling it into processing factories and out again. It leaves the mine site battery-ready. Astute’s first hole at the Altair project hit two zones of mineralisation. Follow-up drilling is now planned at Altair along with a maiden drilling program at its new Cobre lithium project, which is also claystone. The Board hosts some of the key Pilbara Minerals founders and the Company has a market cap of just $15m. Our chat with Matt Healy, the General Manager of Exploration, is a must-listen for investors in the lithium space.
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Produced by Resource Media
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The Hole Truth is a product of Read Corporate.
Please note that Read Corporate does not provide investment advice and investors should seek personalised advice before making any investment decisions. 

Tuesday Aug 22, 2023

As well as being as simple a story as you could hope to come across in the exploration space, Critical Resources is bang in the investor sweetspot. With a maiden Resource already under its belt at the Mavis Lake lithium project in Ontario, Canada, Critical is drilling around the clock to continue growing the inventory. In this episode of The Hole Truth podcast, MD Alex Cheeseman talks about the Company’s plan to continue growing the resource, saying they have no idea how big it will get. Drilling and assays are set to continue flowing for many months, ensuring ongoing newsflow as Critical seeks to expand the known mineralisation and update its resource.
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Produced by Resource Media
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The Hole Truth is a product of Read Corporate.
Please note that Read Corporate does not provide investment advice and investors should seek personalised advice before making any investment decisions. 

Tuesday Aug 15, 2023

If the analysts, fund managers and just about everyone else who follows the uranium market are even half-right, then the price of the nuclear fuel is about to take off in a big way. They all cite lack of new supply and surging demand as reasons to believe that the next uranium bull market is almost upon us. If the price does meet these expectations, investors will be chasing leveraged exposure .. and lots of it. That's where 92 Energy (92E) fits into the scene. Managing Director Siobhan Lancaster says 92 is ideally placed to capitalise on this cycle, with drilling now underway at the Company's high-grade Gemini uranium discovery in Canada's Athabasca Basin. The drilling is aimed at extending the known high-grade mineralisation and testing new areas. Siobhan is a bundle of energy, enthusiasm and uranium knowledge. She has an indepth understanding of the uranium market and shares her thoughts on the macro outlook as well as 92's prospects in this fantastic podcast.
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Produced by Resource Media
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The Hole Truth is a product of Read Corporate.
Please note that Read Corporate does not provide investment advice and investors should seek personalised advice before making any investment decisions. 

Tuesday Aug 08, 2023

CZR Resources has an iron ore project at both the northern and southern ends of one of Rio Tinto’s Pilbara iron ore projects. The feasibility study on the CZR project, known as Robe Mesa, is almost finished, fuelling speculation about whether Rio will bid for it. CZR also owns the big Ashburton magnetite project in the Pilbara, where it has started a process aimed at finding a strategic partner, and has extensive gold exploration interests near De Grey. Managing Director Stefan Murphy talks about the company’s strategy to unlock the value of these three outstanding Pilbara assets.  
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Produced by Resource Media
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The Hole Truth is a product of Read Corporate.
Please note that Read Corporate does not provide investment advice and investors should seek personalised advice before making any investment decisions. 

Tuesday Aug 01, 2023

Minerals 260, a member of the Tim Goyder stable, was spun out of lithium success story Liontown Resources. The idea was to put all the non-lithium assets in a new company. But as things have turned out, Minerals 260 now boasts a compelling lithium exploration project near the big Delta lithium project in WA. But the story certainly doesn’t stop here, with new chief executive Luke McFadyen on the march in search of growth. The former Oz Minerals exec is a man in a hurry with a big appetite for action. In this podcast, he explains what he is looking for and how he is going about it.
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Produced by Resource Media
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The Hole Truth is a product of Read Corporate.
Please note that Read Corporate does not provide investment advice and investors should seek personalised advice before making any investment decisions. 

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