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Description
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.
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.
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.
Produced by Resource Media
————
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.
48 Episodes
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Peter Krauth is a highly regarded silver analyst and author of the book The Great Silver Bull. In this edition of the Hole Truth Podcast, he outlines why he believes we're on the cusp of a huge explosion in the silver price thanks to falling supply and rising demand largely off the back of solar panel consumption. Peter is an absolute expert in his field and he outlines in detail why thinks we're on the edge of a new bull run in silver.
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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.
AFL legend turned fund manager Chris Judd, had a fireside chat at a recent investor lunch with Bell Direct analyst Grady Wulff, during the chat Chris, provided some great insights into his life in football, his new career as a fund manager and what he thinks the outlook is for his old team the West Coast Eagles. He also shared some thoughts on what he believes are the key to successful investing.
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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.
Hammer Metals (ASX: HMX) has just agreed to sell some of its interests to its neighbour Carnaby Resource (ASX: CNB). This will see the company put $4 million cash in its bank account immediately with the potential for up to $20 million through the sale process. The funds will be used to explore its growing copper inventory in the Mount Isa region of QLD. Hammer, already has a significant inventory in the region and there is plenty of scope to grow this further. Drilling is already underway and the company is also targeting gold at the Bronzewing region of WA.
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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.
DevEx Resource (ASX: DEV), is looking for high grade uranium in the Northern Territory. It has a large parcel of highly perspective land in what's known as the Alligator River Uranium Province. Previous drilling by DevEx has returned some fantastic results. The wet season is about to end, drilling is about to resume to extend that known mineralisation. The company has a market cap of about $120 million. Exploration success could see vast value unlocked for DevEx shareholders. The company is not sitting around waiting, a six month drilling programme is planned, there will be strong news flow and Managing Director Brendan Bradley, is on the front foot marketing the stock.
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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.
Kingsland Minerals (ASX: KNG) has just announced a maiden resource on its Leliyn Graphite Project in the Northern Territory. It now officially has the biggest graphite resource in Australia. This puts it in the box seat to become a key supplier of this essential battery material to European, American and Asian EV makers and battery producers. Managing Director Richard Maddocks, takes us through the resource and the outlook for this company, which has a market capitalization at the time of recording of just $13 million.
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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.
Talisman Mining (ASX: TLM) has made a substantial discovery at the Rip and Tear prospect in New South Wales. Wide intersections of lead and silver with some zinc have already been announced, further assays are pending. Mineralisation is being outlined over 2.6 kilometres and it remains open. The discovery is big, just a question of how big it is! Questions of continuity and grade will only be answered with ongoing drilling. Kerry Harmarnis of Jubilee fame is driving this company. There's plenty more to come from what looks like a major discovery in the heart of NSW. Paul speaks with Talisman’s Managing Director Andrew Munckton.
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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.
Gateway Mining (ASX: GML) has a market capitalization of just $9 million, it also has a resource of more than 500,000-ounces at the Montague Project in WA. The company is drilling a host of new targets, it generated some great results from the first couple of holes, it also has a fascinating copper target - there is a big anomaly there and diamond drilling at that target is now underway. Drilling is ongoing, assays are pending, the company is in a very interesting 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.
Spartan Resource (ASX: SPR) and it's Managing Director Simon Lawson, can lay claim to having one of the greatest turn around stories the WA gold industry has ever seen. The Never Never gold deposit in WA now has a resource of nearly 1,000,000 ounces. The results they put out this week suggests this is just the start. Mineralisation is being intersected 170 metres below the resource and in multiple places along strike. A new exploration target is set to be published within weeks and an exploration update scheduled for the middle of the year. This is a growth story on steroids. Simon Lawson tells us why he believes there's so much more to come that Never Never.
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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.
This first episode for 2024 comes courtesy of Legacy Minerals (ASX: LGM). Managing Director, Chris Byrne is a young geologist who is looking to make a name for himself and his company. Legacy has three highly prospective land holdings in the Lachlan Fold Belt in NSW. It’s a very desirable residence for exploration and the company did very well to put its foot on these properties. It has drilling programmes planned in two places, assays pending in another and notably one of the porphyry targets is being supported and funded in part by S2 Resources. Chris is giving us an outline of why they like these targets and most importantly what they're doing to unlock the value.
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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.
Arrow Minerals (ASX: AMD) is a tiddler… The company’s share price at the time of recording this podcast was just .3 cents a share. Incoming Managing Director David Flanagan, is anything but a tiddler. He's got a big reputation, he was the founding Managing Director of Atlas Iron and he’s well known throughout the Australian business community as a mover and a shaker. Arrow Minerals has just raised money to explore the Simandou North iron ore project in the West African country of Guinea. David Flanagan, is very excited about the opportunity, he says there's huge upside at Simandou North, and he's going to test 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.
Mitre Mining (ASX: MMC) has just acquired the Cerro Bayo silver gold project in Chile, the project has an existing resource of almost 25-million ounces of silver equivalent. More importantly it has huge exploration upside. Mitre plans to start drilling in January, it has numerous walk up drill targets, the objective is to grow the resource substantially over the next 12 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.
Equinox Resource has just pegged a big lump of land in Brazil, they're searching for REEs. The project, Campo Grande is right next door to the big project held by Brazilian Rare Earths. Brazilian Rare Earths, features Gina Rinehart, as one of its big investors. Chief Executive, Zac Komur, tells us why they like Campo Grande, why REEs is so hot in Brazil and most importantly the active programme of exploration and drilling Equinox, has planned for their project in the new year.
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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.
Spartan Resources has been one of the hottest gold stories on the ASX this year. Managing Director, Simon Lawson, has done an amazing job turning around what was a troubled asset into fantastic exploration story. The project already has resources of 721,000-ounces at more than five grammes per tonne. A resource update is scheduled for the next few weeks, the company's been putting out some amazing high grade drilling results and these will form part of the upcoming resource estimate.
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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.
Auteco recently acquired the Green Bay copper and gold project in Newfoundland, Canada. The project already has a substantial resource and Manage Director Steve Parsons, who was the founding Managing Director of Bellevue Gold, is confident that they will quickly grow this resource by drilling. It already has one drill rig turning on site and others are booked to join it very shortly. Steve talks about strong coming news flow as they grow the inventory and prepare the project for a return to 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.
Eastern Metals (ASX: EMS) has three exploration projects in Australia, the flagship project is Browns Reef in the heart of the Cobar Basin in New South Wales. The company aims to put out a maiden JORC resource for Browns Reef next year. Ley Kingdom was recently appointed Chief Executive, she's a geologist who sees the upside in this company, particularly given that it has a market cap of just $2.5 million. Eastern Metals has a clear exploration plan, it has a strategy to deliver a maiden resource at Browns Reef and hopes to bring a joint venture partner into the Thompson Project in New South Wales.
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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.
After listing on the ASX only a couple of months ago Executive Director Andrew Dornan, says James Bay Minerals has made what looks to be a very promising discovery of spodumene at its property in James Bay, Canada. Andrew and his team came out of Pilbara Minerals, they know the industry very well and know what they're looking for in terms of outcropping pegmatites. The results of what they’ve found at their Aero property are extremely promising and the company is now lining up permits to drill. Andrew also has some very interesting comments on the macro state of the lithium industry, why the spodumene price is where it's at, the M&A machinations in the Pilbara and why the M&A spotlight in this industry is about the swing to James Bay.
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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.
Greenvale Energy, is developing a torbanite project in Queensland, torbanite is the key ingredient in bitumen. Australia currently produces no bitumen, it imports all its requirements. Greenvale is promising to become Australia's first producer of bitumen by producing the torbanite. It also has a gas prospect in the NT where it believes it could become a vast producer of helium, among other gases helium is a gas used not just for fancy balloons but also in many cutting-edge technologies.
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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.
Nordic Nickel is exploring the Pulju Project in northern Finland, it's located within the central Lapland greenstone belt. The project already has a resource of 278,000 tonnes of contained nickel and more than 12,000 tonnes of cobalt, the aim is to continue growing this resource. A resource update is scheduled for the end of this calendar year. Drilling is ongoing, more assays pending. The company was also a participant in the inaugural BHP Xplor Program. In this episode, Paul speaks with Nordic’s Managing Director & CEO Todd Ross.
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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.
Alicanto Minerals has just started drilling at the Falun Copper-Gold Project in Sweden. Falun is a historic world class mine, it produced mass quantities of high-grade mineralisation for many years, but it has never been subjected to modern exploration. The Alicanto team has identified a host of compelling targets in a 3.5-kilometre corridor stretching away from Falun and the drill rig is now turning.
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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.
Ausgold is a junior gold stock that has been flying under the radar in recent years. But that might all be about to change as it starts to ramp-up development of its 3Moz Katanning gold project, located in Wheatbelt country three hours’ drive south of Perth. Katanning ticks lots of boxes from an investor’s perspective and, fresh from a resource upgrade, Ausgold is now completing a Definitive Feasibility Study and advancing permitting. Ausgold Managing Director Dr Matt Greentree joins The Hole Truth podcast to gives us some insights into how Ausgold plans to develop one of the biggest new gold mines in Australia over the next two years.
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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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