The Hole Truth: Mining Investment Podcast

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)

The Hole Truth - Trailer

The Hole Truth is a Resources Rising Stars podcast 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 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.
 
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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.