SmallCaps Podcast

In this ASX small-cap analysis video, we chat with market veteran Nicholas Read about the upcoming RRS investor conference on the Gold Coast, now in its 22nd year. The video breaks down why this event matters for junior and mid‑tier mining and exploration companies, how it connects issuers with investors, and what changes we've seen in the small-cap space as markets re-engage. Timestamps: 00:00 Intro – What makes the RRS conference unique 00:11 Interview with Nicholas Read – conference goals 01:21 Why the Gold Coast matters for investors 02:21 Networking at the conference 04:09 Market outlook for small caps and commodities 06:32 Keynotes and expert panels 07:54 Exhibitors and how investors connect with companies 08:09 Sector focus – gold and diversification 09:32 Copper and strategic metals dynamics 10:16 Recent activity in the small-cap space 11:37 Investor sentiment snapshots 12:10 Digital vs physical events post-COVID 14:26 The evolving investor toolkit 15:36 The value of in-person discussions 16:18 How RS Gold Coast manages access 17:07 Notable success stories 18:14 Case studies to watch 19:32 Attendee takeaways 20:07 How to register 21:49 Closing thoughts The conference programme features a mix of junior explorers, developers and gold-focused companies, all aimed at giving investors direct access to management and the latest prospects. The Gold Coast venue offers an active blend of presentations, exhibition stands and expert commentary, with opportunities to chat one-on-one with company teams. Registration is free to attend, but please register so we can manage numbers and catering. For full details and to guarantee your place, visit rsinvestor.com and complete the quick online form. Join us on the Gold Coast for a day of insights, deal flow and direct access to management. Register now at rsinvestor.com to secure your free place and be part of the conversation. ⚠️ IMPORTANT DISCLAIMER: This content is for educational and entertainment purposes only and should not be considered financial advice. All investments carry risk, including the potential loss of principal. Past performance does not guarantee future results. Always conduct your own research and consider seeking advice from a qualified financial advisor before making investment decisions. The creator may hold positions in securities discussed. 🔎 More on this company: https://smallcaps.com.au/stocks/asx-/ ⸻ Small Caps is Australia’s #1 site for market news & information on ASX-listed small cap companies. 🌐 WEBSITE https://smallcaps.com.au/ 🎧 PODCAST https://smallcaps.com.au/podcast/ 📱 SOCIAL MEDIA Facebook: https://www.facebook.com/SmallCapsASX Twitter: https://twitter.com/SmallCapsASX LinkedIn: https://www.linkedin.com/company/small-caps/ 📬 NEWSLETTER https://smallcaps.com.au/subscribe/

This Australian ASX small-cap analysis breaks down Resolution Minerals (RML.ASX) and its US-focused Horse Heaven project in Idaho. Craig Lindsay, head of US operations, outlines why antimony, tungsten and gold are core to the plan, the permitting and drilling progress, and the path to production and a Nasdaq listing via Roth Capital. The 14,000‑acre Horse Heaven package sits adjacent to the Stibnite mine and has historic antimony and tungsten production. A 6,000‑metre drill programme is underway this year to test Golden Gate and Antimony Ridge, with potential to expand into a larger district‑wide story. Craig also covers funding strategies, including non‑dilutive grants from the US defence sector, a potential Snow Lake Resources bid, and the Nasdaq listing process. The video outlines the team, the drilling plan, and the catalysts investors should watch for in 2024–25. Timestamps: 00:00 – Introduction and what the video covers 00:58 – Horse Heaven project overview and commodities 01:40 – Why antimony, tungsten and gold matter for the US 03:10 – Golden Gate and Antimony Ridge targets 04:15 – Drill programme details and testing oxide–sulfide boundaries 05:20 – Historic resources and potential scale 07:00 – Team, permitting and operational capability 08:45 – Market context: antimony, tungsten and gold pricing 10:10 – Financing plans: Nasdaq listing and Roth Capital 11:40 – US defence funding and grant pathways 12:50 – Near‑term catalysts and a busy year ahead 13:37 – Q&A highlights 14:35 – Capital access and Roth Capital role 16:04 – Snow Lake bid context and company valuation 17:32 – Geological context: “Stibnite 2.0” and district potential 18:45 – Craig’s leadership track record and value creation 20:20 – Capital requirements and roadmap to production 21:16 – Closing remarks If you found this breakdown useful, hit subscribe for regular ASX small‑cap updates and share your thoughts on Resolution Minerals and the Horse Heaven project in the comments. ⚠️ IMPORTANT DISCLAIMER: This content is for educational and entertainment purposes only and should not be considered financial advice. All investments carry risk, including the potential loss of principal. Past performance does not guarantee future results. Always conduct your own research and consider seeking advice from a qualified financial advisor before making investment decisions. The creator may hold positions in securities discussed. 📌 Articles: https://smallcaps.com.au/resolution-minerals-otcqb-listing-horse-heaven-project-funding https://smallcaps.com.au/resolution-minerals-maiden-exploration-horse-heaven-antimony https://smallcaps.com.au/resolution-minerals-recruits-washington-specialist-horse-heaven-project https://smallcaps.com.au/resolution-minerals-us-investors-dual-listing-horse-heaven-acquisition https://smallcaps.com.au/resolution-minerals-acquires-horse-heaven-antimony-gold-silver-tungsten-idaho 🔎 More on this company: https://smallcaps.com.au/stocks/asx-rml/ ⸻ Small Caps is Australia’s #1 site for market news & information on ASX-listed small cap companies. 🌐 WEBSITE https://smallcaps.com.au/ 🎧 PODCAST https://smallcaps.com.au/podcast/ 📱 SOCIAL MEDIA Facebook: https://www.facebook.com/SmallCapsASX Twitter: https://twitter.com/SmallCapsASX LinkedIn: https://www.linkedin.com/company/small-caps/ 📬 NEWSLETTER https://smallcaps.com.au/subscribe/

In this ASX small-cap update, we sit down with Barton Gold (BGD.ASX) to unpack the company’s latest milestones, growth strategy and the path to production in South Australia. Barton is pursuing a dual‑mill hub-and-spoke platform anchored by its Central Gullermill and a second mill at Tonkilia, with a pipeline of upgrades across Challenger, Tarkula and Wadana that adds optionality for value creation. The presentation includes an updated Tonkilia study, near‑term resource upgrades and a staged plan to move from development to production with targeted timing through 2026. We’ll unpack the economics, milestones and the execution road map, plus how the company funds growth with a lean equity history and cash generation from scrap and concentrates. Timestamps set out below to help you navigate the update: Timestamps: 00:00 Intro – what we cover in this Barton Gold update 00:42 Barton Gold profile and SA focus 01:54 The hub‑and‑spoke growth strategy: Central Gullermill and Tonkilia 03:40 Operational plan and near‑term milestones 05:20 Challenger and Tarkula updates; Wadana and Woodnut optionality 07:15 Tonkilia scoping study economics and payback signals 09:10 Stage‑one to stage‑two development pathway 11:25 Capital structure, ownership and liquidity 13:00 2026 milestones: PFS, mining leases and site works 14:55 Q&A themes and key risks 16:30 Summary and what to watch next If you found this update useful, consider hitting subscribe for more ASX small‑cap analysis and turn on notifications so you don’t miss our next deep‑dive into Barton Gold and similar stories. ⚠️ IMPORTANT DISCLAIMER: This content is for educational and entertainment purposes only and should not be considered financial advice. All investments carry risk, including the potential loss of principal. Past performance does not guarantee future results. Always conduct your own research and consider seeking advice from a qualified financial advisor before making investment decisions. The creator may hold positions in securities discussed. 📌 Articles: https://smallcaps.com.au/barton-gold-diamond-drilling-campaign-tolmer-gold-silver-prospect https://smallcaps.com.au/barton-gold-confirms-capex-central-gawler-mill-upgrade-restart https://smallcaps.com.au/barton-gold-eyre-peninsula-wudinna-project-acquisition https://smallcaps.com.au/barton-gold-upgrades-challenger-resource-stage-1-push https://smallcaps.com.au/barton-gold-water-monitoring-tunkillia-mining-lease-application 🔎 More on this company: https://smallcaps.com.au/stocks/asx-bgd/ ⸻ Small Caps is Australia’s #1 site for market news & information on ASX-listed small cap companies. 🌐 WEBSITE https://smallcaps.com.au/ 🎧 PODCAST https://smallcaps.com.au/podcast/ 📱 SOCIAL MEDIA Facebook: https://www.facebook.com/SmallCapsASX Twitter: https://twitter.com/SmallCapsASX LinkedIn: https://www.linkedin.com/company/small-caps/ 📬 NEWSLETTER https://smallcaps.com.au/subscribe/

In this episode, AVM CEO Adam McKinnon explains how Advanced Metals (ASX: AVM) is positioning for growth as a copper and critical minerals explorer with a growing Mexican portfolio and a Victorian gold project. The company pursues a two-path strategy: strong North American silver-gold assets alongside high-grade Australian targets, with a focus on low-cost exploration and value-add through strategic deals. Key highlights include the Guadalupe Icalvo (GYC) project in Chihuahua, Mexico, which sits alongside Yiquibo and Gabalanes to deliver about 100 million ounces of silver equivalent (well over a million ounces of gold equivalent). GYC has 816,000 oz gold equivalent and 60.6 million oz silver equivalent in the resource, acquired from Endeavour Silver on favourable terms, and complements the portfolio's growth potential as metal prices move. In Australia, Myrtleford and Beaufort in Victoria hold high-grade potential, with early drill results at Myrtleford including 160 g/t intervals and standout shows at Happy Valley. The company plans further drilling along strike to expand the footprint. Adam also covers capital management, the value proposition versus peers (AVM trading at around 12 cents per ounce of silver equivalent) and the near-term catalysts investors should watch for, including revised resource numbers and drill results from Victoria and Mexico. As the story unfolds, AVM’s agile approach and active in-ground programme could reshape how the market weights its assets. Stay with us as AVM advances its Mexico and Victoria plays and shares more drill news and milestones. Timestamps: 00:01 Intro and AVM overview 00:29 CEO introduction 02:15 Mexico strategy and core projects 04:38 Guadalupe Icalvo (GYC) acquisition 05:38 Portfolio impact: 100Moz AgEq in MX 08:12 Victorian gold projects: Myrtleford & Beaufort 09:15 Happy Valley results 11:01 Near-term catalysts and drilling plans 12:36 Valuation and potential rerate 13:46 Final message Keep watching AVM's progress and milestones as it advances its Mexico and Victoria plays and shares more drill news. ⚠️ IMPORTANT DISCLAIMER: This content is for educational and entertainment purposes only and should not be considered financial advice. All investments carry risk, including the potential loss of principal. Past performance does not guarantee future results. Always conduct your own research and consider seeking advice from a qualified financial advisor before making investment decisions. The creator may hold positions in securities discussed. 📌 Articles: https://smallcaps.com.au/advance-metals-hits-high-grade-silver-gold-yoquivo-project-mexico https://smallcaps.com.au/advance-metals-earn-in-deal-guadalupe-y-calvo-gold-silver-project https://smallcaps.com.au/advance-metals-visible-high-grade-gold-zones-happy-valley-prospect https://smallcaps.com.au/advance-metals-ultra-high-grade-gold-myrtleford-happy-valley https://smallcaps.com.au/advance-metals-multiple-visible-gold-zones-myrtleford-project 🔎 More on this company: https://smallcaps.com.au/stocks/asx-avm/ ⸻ Small Caps is Australia’s #1 site for market news & information on ASX-listed small cap companies. 🌐 WEBSITE https://smallcaps.com.au/ 🎧 PODCAST https://smallcaps.com.au/podcast/ 📱 SOCIAL MEDIA Facebook: https://www.facebook.com/SmallCapsASX Twitter: https://twitter.com/SmallCapsASX LinkedIn: https://www.linkedin.com/company/small-caps/ 📬 NEWSLETTER https://smallcaps.com.au/subscribe/

In this ASX small-cap analysis, Kingston Resources (KSN.ASX) dives into the current strategic trajectory: the Missima Gold Project sale, a debt-free balance sheet and a bold Mineral Hill exploration and expansion programme. CEO Andrew Corbett explains how the $50 million cash from Missima is being allocated across debt repayment, drilling for organic growth, and plant optimisation to de-risk and extend the mine life. What you’ll learn: - A detailed look at the 40,000 metre drilling programme over the next two years, split roughly 50/50 between greenfield discoveries and extending current resources. - The plan for one underground and one surface drill rig running by November, targeting a near-term expansion of Mineral Hill’s capacity and mine life. - Kingston’s hub-and-spoke strategy for Mineral Hill, including staged mill expansion and potential cross-feed from third-party ore while maintaining a solid base load. - Leadership updates at Mineral Hill (Melanie McCarthy as General Manager; Jeff Merrill shifting to growth and studies) and what that means for project delivery and capex. - Kingston’s broader five-year to ten-year growth outlook in copper and gold, with a focus on brownfield assets, existing processing capability, and a strong balance sheet to fund growth. Key takeaways from the interview include Kingston’s aim to achieve a 10-year mine life at Mineral Hill at 350,000 tonnes per annum (tpa), with a clear path to 2,000 tpa through staged expansion and internal organic growth before considering outside ore sources. The video also covers the risks of underground ramp-up, people capability, and the company’s commitment to diversity and local employment as a core part of its culture. Timestamps: 00:00 Introduction and Kingston update 00:14 Welcome and setting the scene with Andrew Corbett 00:20 Missima sale recap and Mineral Hill programme 00:53 Debt repayment and cost base improvements 03:15 Exploration plan and drill rigs for Mineral Hill 03:53 Targets and the path to a 10-year mine life 04:36 Stage mill expansion and feed considerations 06:35 Organic growth vs base load strategy 07:00 Underground ramp-up risks and readiness 08:05 Third-party feed and hub-spoke viability 09:59 Leadership appointments at Mineral Hill 10:20 Melanie McCarthy joins as GM; Jeff Merrill to growth studies 12:00 Kingston’s culture and diversity initiatives 13:16 Diversity in the workforce and local hiring 13:41 Five-year copper/gold growth outlook 15:06 Mineral Hill financials and value creation 15:28 Opportunities arising from the strong balance sheet 16:11 Closing remarks and next steps If you enjoyed this breakdown, subscribe and ring the bell for more Kingston Resources updates, drill results, and Mineral Hill milestones. ⚠️ IMPORTANT DISCLAIMER: This content is for educational and entertainment purposes only and should not be considered financial advice. All investments carry risk, including the potential loss of principal. Past performance does not guarantee future results. Always conduct your own research and consider seeking advice from a qualified financial advisor before making investment decisions. The creator may hold positions in securities discussed. 📌 Articles: https://smallcaps.com.au/kingston-resources-accelerate-mineral-hill-development-debt-free-transition https://smallcaps.com.au/kingston-resources-mineral-hill-copper-gold-selling-misima-ok-tedi-mining https://smallcaps.com.au/kingston-resources-capital-raise-accelerate-mining-pearse-mineral-hill-projects https://smallcaps.com.au/kingston-resources-finalises-geotechnical-drilling-pearse-north-open-pit-development https://smallcaps.com.au/kingston-resources-boosts-gold-production-cost-reductions-mineral-hill 🔎 More on this company: https://smallcaps.com.au/stocks/asx-ksn/ ⸻ Small Caps is Australia’s #1 site for market news & information on ASX-listed small cap companies. 🌐 WEBSITE https://smallcaps.com.au/ 🎧 PODCAST https://smallcaps.com.au/podcast/ 📱 SOCIAL MEDIA Facebook: https://www.facebook.com/SmallCapsASX Twitter: https://twitter.com/SmallCapsASX LinkedIn: https://www.linkedin.com/company/small-caps/ 📬 NEWSLETTER https://smallcaps.com.au/subscribe/

Kalamazoo Resources (ASX: KZR) chief executive officer Luke Reinehr joins Small Caps to discuss the company's recent acquisition in the Pilbara of the Ashburton project from Northern Star Resources.Located in the Pilbara, the Ashburton project has a resource of 20.8Mt at 2.5g/t gold for 1.65Moz.Related article:https://smallcaps.com.au/kalamazoo-resources-acquires-ashburton-project-gold-northern-star/See omnystudio.com/listener for privacy information.

Kairos Minerals executive chairman Terry Topping joins Small Caps to discuss the company's upcoming drilling campaign in the Pilbara.Kairos recently made two new applications cover 389.8sq km, making its Croydon project nearly double in ground area to 773.6sq km.The company has been encouraged by the large Hemi gold discovery in the same region by De Grey Mining (ASX: DEG).Related articles:https://smallcaps.com.au/kairos-minerals-expands-pilbara-gold-holdings-strengthen-exploration-pipeline/https://smallcaps.com.au/kairos-minerals-back-in-field-drilling-planned-pilbara-gold-project-next-month/See omnystudio.com/listener for privacy information.

Best-selling author and outspoken economic analyst Harry Dent joins Small Caps to discuss his view that the world economy is on the precipice of a historically significant rebalancing that rivals the Great Depression and the Global Financial Crisis of 2007-09.Harry also discusses how he believes Australia will fare in times ahead and what it means for investors.Related article:https://smallcaps.com.au/harry-dent-forecasts-global-debt-deleveraging-australia-property-bubble/See omnystudio.com/listener for privacy information.

EB Tucker joins Small Caps to discuss where he thinks gold is headed and what investors need to know about the current market.Tucker is a director of the Canadian Venture Exchange listed company Metalla Royalty and Streaming Limited and is also an analyst at Casey Research.EB Tucker was a founding partner of KSIR Capital Management; an asset management firm focused on precious metal equities. See omnystudio.com/listener for privacy information.

Canyon Resources (ASX: CAY) managing director Phil Gallagher joins Small Caps to discuss the recent pre-feasibility study at the company's Minim Martap bauxite project located in Cameroon.Phil discusses his thoughts on the broader bauxite market and plans for the company going forward.See omnystudio.com/listener for privacy information.

Trigg Mining (ASX: TMG) managing director Keren Paterson joins Small Caps to discuss the helicopter-supported drilling program is now underway at its wholly-owned Lake Throssell sulphate of potash (SOP) project in Western Australia.Along with overall landscape for sulphate for potash and it's role in Australia's future.See omnystudio.com/listener for privacy information.

Impact Minerals (ASX: IPT) managing director Dr Mike Jones joins Small Caps to discuss the drilling campaign set to commence at the company's Broken Hill project.Along with what's to come at Impact's Commonwealth project located in the Lachlan Fold Belt, which has become a hotspot for copper and gold.See omnystudio.com/listener for privacy information.

The Payment App chief executive officer Allan Evans and founder Benjamin Banks join Small Caps to discuss their payment app looking to gain traction from the shift to a cashless society.The Payment App is an Australian owned, based and operated fintech company that’s developed a suite of payment apps, a proprietary payment gateway and payment services, and a data engine to help Australian business sell more while at the same time reduce fraud.The backbone of the company’s technology stack is its payment gateway technology, which is complemented by an AI-driven data rich engine. Our vision is to move beyond the “transaction” to create a better payment “experience” for customers and businesses alike.By providing businesses with access to more data and consumers with a better and easier way to pay, The Payment App strives to create a more tailored experience for the customer, resulting in more satisfied customers and businesses.See omnystudio.com/listener for privacy information.

Sultan Resources (ASX: SLZ) chairman Jeremy King joins Small Caps to discuss the company’s transformational acquisition of strategic ground next to tier one gold and copper operations in NSW.See omnystudio.com/listener for privacy information.

Galan Lithium (ASX: GLN) managing director Juan Pablo Vargas de la Vega joins Small Caps to discuss the preliminary economic assessment of its Hombre Muerto West project located in the Salar de Hombre Muerto in Argentina. The assessment will be undertaken by Worley Chile.See omnystudio.com/listener for privacy information.

Great Northern Minerals (ASX: GNM) managing director Cameron McLean and technical director Simon Coxhell speak with Small Caps about the company’s Golden Ant project which hosts previously producing gold mines Camel Creek, Golden Cup and Big Rush in Queensland’s north.For more information:https://smallcaps.com.au/stocks/?symbol=GNMSee omnystudio.com/listener for privacy information.

Alex Saunders, founder and CEO of Nugget's News, joins Small Caps to discuss the role of Bitcoin and other cryptocurrencies in the future financial system.Alex also shares his views on both the global and Australian economy.See omnystudio.com/listener for privacy information.

Jeff Clark, senior precious metals analyst at GoldSilver.com, joins Small Caps to discuss the latest in the precious metals market and how fiat currency is losing its value.See omnystudio.com/listener for privacy information.

AssetOwl (ASX: AO1) co-founder and chief technology officer Giuseppe Di Franco joins Small Caps to discuss the company's inspector360 app that's gaining accelerated traction in the property management sector particularly during the COVID-19 pandemic.AssetOwl's inspector360 app allows for fully remote routine property inspections.For more information:https://smallcaps.com.au/stocks/?symbol=AO1See omnystudio.com/listener for privacy information.

Resolution Minerals (ASX: RML) managing director Duncan Chessell joins Small Caps to discuss the company's 64North project located in Alaska where drilling is targeting the same mineralisation found at Northern Star Resources’ adjacent Pogo gold mine.For more information:https://smallcaps.com.au/stocks/?symbol=RMLSee omnystudio.com/listener for privacy information.