The Hole Truth: Mining Investment Podcast

Darren Gordon - Centaurus Metals (ASX: CTM)

The world needs nickel for lithium batteries. Lots of it. And not just any nickel, but a particular type known as nickel sulphides. In this episode of The Hole Truth Podcast, Centaurus Metals Managing Director Darren Gordon explains why his company’s huge Jaguar nickel project in Brazil is perfectly positioned to capitalise on this demand. And he discusses how the recent fall in the company’s share price due to softer markets, combined with the strong upcoming newsflow, presents investors with an opportunity.  
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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. 

Tim Goyder - Liontown Resources (ASX: LTR), Chalice Mining (ASX: CHM) - LIVE recording on the Gold Coast

This is a live recording from the main stage of Resources Rising Stars conference on the Gold Coast, between Read Corporate Managing Director Nicholas Read and Australia's newest billionaire Tim Goyder.  They chatted about what made Liontown so successful, the great lithium discovery, their takeover approach from Albermarle and his philosophy on making money for shareholders through small and mid-cap resources companies. Tim calls a spade a spade and put on a great show for investors.
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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. 

Hedley Widdup - Lion Selection Group - Live Recording from the Gold Coast

There is no shortage of so-called sharemarket experts and commentators. But cutting through their waffle and jargon can just add to the challenges facing investors. This is where Hedley Widdup comes to the rescue. Widdup is the investment manager at ASX-listed Lion Selection Group (ASX: LSX). A specialist resources investor with many years’ experience, he delivers valuable insights into the key issues for investors. In this episode of The Hole Truth, Widdup discusses the outlook for the gold price, interest rates, copper and lithium. The chat was recorded before a live audience at the Resources Rising Stars conference on the Gold Coast, where Widdup was a keynote speaker.
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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. 

David Reeves - Calidus Resources (ASX: CAI)

Calidus Resources may be a young gold producer. But the Company has already had a few ups and downs in its short life. As Managing Director Dave Reeves explains, the share price soared through $1 as Calidus built its Warrawoona gold project in the Pilbara on time and on budget. But a perfect storm, including covid, a lack of water and a falling gold price hit as commissioning got underway, taking the price down to around 20c.  But Reeves says these challenges have been overcome. Production is rising, the company is making money, there is plenty of growth to come and the gold price is looking very strong. Plus, Calidus is eyeing a spin-off of its WA lithium assets. All this prompts Reeves to describe Calidus as the most under-valued gold stock on the ASX.
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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. 

Siobahn Lancaster - 92 Energy (ASX: 92E)

The uranium is price is climbing - and widely tipped to keep rising - as the world turns to nuclear power for reliable, affordable, carbon-free energy.  The timing looks perfect for 92 Energy, which just unveiled bonanza drilling results at its Gemini discovery in Canada. Managing Director Siobhan Lancaster explains why the results are a game-changer for 92, saying Gemini's potential has shifted up to a whole new level.
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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. 

Malcolm Norris - Sunstone Metals (ASX:STM)

Sunstone Metals MD Malcolm Norris and his team are already credited with two world-class copper-gold discoveries. And now they are working to complete the hat-trick. In this episode of The Hole Truth, Norris talks about their latest find, which is a multi-million-ounce gold resource in the south of Ecuador, and why they think they are on the cusp of another big discovery in northern Ecuador. Norris says he believes the company is seriously under-valued by the market - but thinks some drilling results expected over the next couple of weeks could change that. He is one of Australia's most highly-regarded geologists, but success certainly hasn't gone to his head, as you will hear in this chat.   
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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. 
 
 

Grady Wulff - Bell Direct Market Analyst

The complex economic outlook is driving polarising views of the market, amplifying the age-old forces of fear and greed. But Bell Direct market analyst Grady Wulff has a remarkable way of simplifying the issues which really matter to investors. In this latest episode of The Hole Truth podcast, Grady talks about the opportunities and challenges facing investors right now, discusses the outlook for gold and uranium and shares a couple of her favourite stocks.
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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. 

Tom Revy - Evion Group (ASX: EVG)

It might not have been the sexiest commodity in recent times, but it seems graphite is set to get its day in the sun. As Evion Group MD Tom Revy tells us, graphite makes up half of a lithium battery. With battery demand soaring, the world is set for a shortage of this critical metal. But as Revy points out, the western world doesn't just want more graphite, it wants more non-Chinese graphite. And this is the huge opportunity for Evion, which is not only preparing to develop its own mine, but is rapidly advancing its downstream processing options with a vertically-integrated strategy aimed at making it a key supplier to lithium battery makers.
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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. 

Simon Lawson - Gascoyne Resources (ASX: GCY)

Gascoyne Resources ranks as one of the gold industry's more spectacular transformations of recent times. The company's recent recapitalisation has been accompanied by an outstanding high-grade discovery. And it is located less than 1km from Gascoyne's mothballed plant. Managing Director Simon Lawson clearly believes he has a tiger by the tale. With a 303,000oz Resource at 4gpt already under his belt, Simon has the rigs turning and assays pending. And he also gives us a sneak peak of the new name he is considering for the company. It's a fascinating chat on every level!
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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. 

David Richards - Minerals 260 (ASX: MI6)