The Hole Truth: Mining Investment Podcast

Stefan Murphy - CZR Resources (ASX:CZR)

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. 

Luke McFadyen - Minerals 260 (ASX: MI6)

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. 

Luke Hampson - Nimy Resources (ASX: NIM)

Nimy Resources (ASX: NIM) has a market capitalisation of $20 million it owns The Mons Project in the heart of WA, the company has done a lot of early stage exploration work including extensive geophysics and early stage drilling. It’s identified numerous highly promising nickel and lithium prospects and is now about to start a new drilling programme to close-in on what it hopes will be the higher grade areas of nickel, lithium and even some rare earths
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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. 

Rob Sennitt - Alicanto Minerals (ASX: AQI)

Alicanto Minerals is preparing to drill a host of strong targets near the rich historic Falun copper-gold-zinc-lead-silver mine in Sweden. Falun was a world-class project in its day, but has not been exposed to any modern exploration. Managing Director Rob Sennett and his team have been working hard behind the scenes and have already identified significant high-grade mineralisation and numerous targets within a highly prospective 3.5km corridor stretching from Falun. With a market capitalisation of just $19m, Alicanto is highly leveraged to exploration success at Falun.
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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. 

Gerard O’Donovan - Battery Age Minerals (ASX: BM8)

Battery Age Minerals is at the forefront of a wave of new ASX-listed companies exploring for lithium in Canada. Its thirty-something CEO, Gerard O'Donovan, typifies the 'can-do' attitude of these Aussies who are making waves in the once-sleepy Canadian mining industry. Battery Age recently started drilling at its Falcon Lake lithium project and O'Donovan is clearly excited about what the rig is turning up. 
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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. 

Peter Turner - Kairos Minerals (ASX: KAI)

Kairos Minerals is into lithium, it's into gold and it's right into Western Australia. Kairos has just done a deal with Global Lithium, a much bigger lithium company, which has taken a 10% stake in Kairos, the company's now loaded with money. It's got some great exploration projects around Kalgoorlie and in the Pilbara. Lithium and gold are Kairos' two key assets, they've got plenty of growth, plenty of action and now they've got plenty of money.
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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. 

Darren Cooke - Auteco Minerals (ASX: AUT)

Auteco Minerals owns the Pickle Crow gold project in Canada. Pickle Crow has a resource of 2.8-million ounces at a whopping 7.2-grams a tonne, but the company has a valuation of just 62-million dollars, that equates to about 20 odd dollars per ounce. Chief Executive Darren Cooke, says the stock is cheap but it's not the only gold stock which would appear to be undervalued in this market. That said, it's highly leveraged to a pop in the gold price and to further growth in the resource. Particularly close to the surface where the company believes it could be onto an open cut proposition where it currently has about a million ounces within 250m of the surface. Drilling is ongoing, various studies are taking place and Auteco is well placed to capitalise on an increase in the gold price and further growth at Pickle Crow. 
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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. 

Jason Berton - PolarX (ASX: PXX)

PolarX just announced a big increase in their resource at its Caribou Dome Project in Alaska. A resources increase of 160% elevates PolarX and its project to development status, but development is not the only card on the table. The company is determined to create value by continuing to grow that resource and also pursue its gold exploration projects. With Northern Star as a major shareholder the company has every reason to be confident in the outlook. Jason Berton, the Managing Director, gave us some great insights into why he believes the fun is just starting for PolarX and its shareholders. 
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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. 

Darren Stralow - Bellevue Gold (ASX: BGL)

Bellevue Gold is Australia's next major gold producer, with the first bars set to be poured at its WA project in the December quarter of this year. Managing Director Darren Stralow leads this first-class team as it heads down the home straight. In this episode of The Hole Truth Podcast, he provides some candid insights into how he is sleeping as Bellevue prepares to flick the switch and ramp up to 200,000oz a year. As a former Northern Star executive, Stralow has a wealth of experience, as does his team. When this is combined with the high-grade orebody at Bellevue and the prospect of production and cashflow fast-approaching, it is easy to understand why analysts see a share price re-rating heading the Company's way.
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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. 

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.