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Colin McMillan, CEO of Golden Globe Resources (GGR.ASX), sits down with James Whelan from smallcaps.com.au for a straight ahead update on the ASX gold explorer. The chat covers Golden Globe’s flagship project Dooloo Creek in south-east Queensland, what’s changed since the last update, and how the team is approaching drilling with two rigs on site. Two drill rigs are now turning at Dooloo Creek – a diamond rig and an advanced RC rig – accelerating the programme. Colin explains that the geology team and the board have refreshed the exploration model, testing a different set of targets across a 3 by 2 kilometre area rather than just the obvious outcrop. The result is a more targeted drilling programme and a push into new ground. High grade rock chip samples have been a key driver for the programme, with consistent results across a wide area. Colin highlights why the rock chips may be pointing to a higher grade system at depth, and what that could mean for the next phase of drilling if the current results continue to trend positively. If the drill results stay on track, the team will push ahead with more drilling and begin planning the next phase. The discussion also touches on current gold price sentiment for 2026, with Colin offering his view on where prices could head. The video gives a candid, real time look at a junior gold explorer navigating a busy drilling programme and evolving models on the ground. Timestamps 00:00 Intro with Colin McMillan and James Whelan 00:40 Golden Globe Resources at a glance 01:25 Dooloo Creek overview and why it matters 02:05 Drilling update – two rigs on site 02:50 Fresh geological modelling explained 03:40 Rock chip results and interpretation 04:25 What success means for the next phase 05:10 Gold price outlook for 2026 05:50 Wrap up and final takeaways Want more updates like this? Subscribe and ring the bell for new videos. For more on Golden Globe Resources, visit the company website and follow GGR on ASX feeds for the latest drill results and 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. 🔎 More on Golden Globe Resources: https://smallcaps.com.au/stocks/asx-ggr/ ⸻ 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/

Join InvestorPulse CIO and Portfolio Manager Mark Elzayed for a practical, no-nonsense monthly update on the market backdrop for ASX small-caps. In this session we unpack January’s global market performance, the shift toward hard assets and defensives, and what this means for portfolios in 2026. We cover the resilience of major markets, regional trends, and the case for gold, silver and other hard assets as hedges amid inflation and policy uncertainty. Expect clear views on central bank expectations, potential rate moves in Australia, and the implications for bonds, currencies and equity sectors. Closer to home, we analyse the ASX200’s January drift, highlighting sectors with upside in materials, Aussie industrials and energy, and how thoughtful stock picking can outperform broad sector bets. We share how InvestorPulse positions portfolios to manage risk and capture growth, including diversification, avoiding single-name risk, and rebalancing as conditions evolve. This is a thoughtful, data-driven update designed to help investors navigate 2026 with discipline and clarity. Timestamps: 00:00 Intro and what to expect 00:52 Global market backdrop for January 01:29 Hard assets and defensives theme for 2026 02:31 Gold, silver and premiums explained 03:35 The complacency risk for retail investors 04:56 Central banks and policy expectations 05:40 RBA rate hike and domestic data 07:18 ASX200 January performance and February outlook 08:15 Stock picking vs sector investing 09:30 Diversification strategy and portfolio positioning 10:15 Gold miners undervalued opportunities 11:00 Earnings season and market drivers 11:23 Final thoughts and learn more To stay ahead with InvestorPulse insights, subscribe and hit the bell for new videos. Check the links below for more information and how to contact the team. ⚠️ 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 InvestorPulse: 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/

Alligator Energy (AGE.ASX) is accelerating toward becoming Australia’s next ISR uranium producer with Samphire in South Australia. The pilot plant has been completed on schedule, a field recovery trial is set to validate ISR viability, and a bankable feasibility study is planned for early 2027. In this video we recap the company’s strategy, the Samphire and Big Lake projects, the supportive regulatory environment in South Australia, and what the upcoming milestones could mean for investors. What we cover: - Company overview and core assets (Samphire ISR and Big Lake) - How ISR and the field recovery trial work, and why these steps matter - The balance sheet, recent portfolio re-focus and funding outlook - The mineral resource update planned for 2026 and BFS timing - Uranium market backdrop and regulatory context in SA Timestamps: 00:00 Intro and guest 00:56 Interview overview 01:18 Alligator Energy at a glance 02:56 Samphire project and ISR focus 03:34 What ISR means in practice 04:04 Team and strategy 05:17 Pilot plant: takeaways 07:09 Field recovery trial and BFS link 08:28 Economics: NPV and price backdrop 09:53 Balance sheet and portfolio focus 10:39 Funding position and near-term plans 11:22 Resource update: next steps 13:04 Uranium market backdrop 14:01 SA regulatory environment 15:09 Why SA matters for ISR 16:02 2026-27 milestones 16:54 Wrap up 17:10 Closing If you found this useful, subscribe for more ASX small-cap updates and share your thoughts in the comments. To stay notified about Alligator Energy and other early-stage miners, hit subscribe and turn on notifications, and check back for the next update on AGE and the Samphire and Big Lake projects. ⚠️ 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/alligator-energy-uranium-anomalies-rare-earth-potential-northern-territory https://smallcaps.com.au/petra-capital-forecasts-strength-uranium-market https://smallcaps.com.au/weekly-wrap-six-days-gains-rate-cuts-outlook-improves https://smallcaps.com.au/alligator-energy-major-uranium-find-big-lake-eyre-basin https://smallcaps.com.au/alligator-energy-completes-resource-drilling-samphire-uranium-project 🔎 More on this company: https://smallcaps.com.au/stocks/asx-age/ ⸻ 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/

Join Small Caps Australia’s James Whelan as he speaks with Dr Mike Jones, Managing Director of Impact Minerals (ASX: IPT), about the Lake Hope High Purity Alumina (HPA) project. The discussion covers the low‑cost, low‑carbon processing route, the role of cutting‑edge membrane technology, and the potential potash by‑product that could significantly improve project economics. We also explore the HyPura integration, pilot plant progress, and key milestones that could reshape Western Australia’s critical minerals landscape. ⚠️ 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/impact-minerals-scalable-path-high-purity-alumina-lake-hope-pfs https://smallcaps.com.au/impact-minerals-hits-thick-copper-gold-zone-hopetoun-project https://smallcaps.com.au/bhp-unexpected-guide-asx-listed-small-cap-mining-stocks https://smallcaps.com.au/impact-minerals-kicks-off-2022-exploration-program-nsw-wa https://smallcaps.com.au/impact-minerals-secures-new-ground-expand-wa-nickel-copper-pge-portfolio 🔎 More on this company: https://smallcaps.com.au/stocks/asx-ipt/ ⸻ 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/

Australian Oil Company (AOK.ASX) is in the spotlight as it pivots its strategy toward controlling more of its California assets while expanding into the Surat Basin. In this quick analysis, we break down what the latest leadership update means for shareholders and the path to 2026. What’s new - Strategy: The company is increasing its working interests in California to rationalise joint ventures and steer its own destiny there, with three new project opportunities aimed at exploration upside. - Operations: AOK currently operates 29 wells in California; the focus is on cost-neutral projects and converting them into value rather than relying on partners with differing views. - Portfolio moves: A binding agreement to acquire ex-State Resources’ working interests in the Sacramento Basin signals a shift in asset control and the ability to bring in new partners. Why it matters - Regulation and consolidation: California drilling permits are being issued again after a long pause, and sector deals like CRC’s merger with Berry highlight ongoing consolidation that could affect asset value and non-core assets. - Growth trajectory to 2026: Management emphasised stepping into new jurisdictions and consolidating the current position to drive performance in the coming years, with stronger gas demand on the east coast and data-centre-driven gas usage. What to watch next - How AOK funds further land acquisitions and expands exploration upside, particularly in the Surat Basin and selected new land positions. - The outcome of partnerships and potential new joint ventures as the Sacramento Basin deal progresses. Timestamps 00:00 Intro and context 00:32 Strategy update: California focus and Surat Basin expansion 01:01 Wells and cost-neutral plan 01:59 Pivot to new jurisdictions and exploration upside 02:09 Sacramento Basin deal and partner dynamics 03:31 Regulatory context and sector consolidation 04:13 2026 outlook and strategic positioning 04:55 Wrap and next steps Want more ASX small-cap updates like this? Subscribe and turn on notifications to catch the next analysis on AOK and other energy plays in Australia. ⚠️ 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-aok/ ⸻ 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/

Australia's COB.ASX presents a pivotal update on Cobalt Blue Holdings as it advances the Kwinana cobalt refinery (KCR) and pivots to battery black mass recycling at Broken Hill (BHTC). In this deep-dive, James Whelan chats with Dr. Andrew Tong, CEO, to unpack progress on permits, binding feedstock agreements, and customer qualification that position KCR for a potential Final Investment Decision in 2026. The video also covers the Broken Hill technology centre, the business case refresh for KCR including an upgraded MPV (≈A$150m), expected free cash flow of A$30–40m/year, and the plan to finance construction with a roughly A$60m capex. We examine cobalt price dynamics in 2026, including DRC policy shifts (ban then quotas) and the implications for Australian producers, the move to alloy-grade cobalt for defence and aerospace, and why Black Mass recycling could become a domestic feedstock loop for cobalt, nickel, lithium and graphite. We also touch on nearby assets (Horse Creek) and how the company intends to secure binding offtakes as part of the financing process. Timestamps below for quick navigation. Timestamps: 00:00 – Introduction 01:00 – Kwinana readiness: permits, feedstock, land and customers 02:35 – KCR base-case economics update 03:50 – Financing timelines and potential FID 04:40 – Cobalt price outlook for 2026 05:50 – Pivot to Black Mass at Broken Hill 07:00 – Why Black Mass matters: diversification across Ni, Li, graphite 08:30 – Regulatory and supply context for cobalt 09:50 – Integration of BHTC with KCR 11:10 – Other assets: Broken Hill and Horse Creek 12:40 – Rationale for the latest capital raise 14:00 – What investors should watch next 15:00 – Closing thoughts Stay tuned by subscribing and turning on notifications for ongoing updates, and visit COB.ASX announcements for the latest on offtakes, financing milestones and project timelines. ⚠️ 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/cobalt-blue-feedstock-supply-glencore-australia-first-refinery https://smallcaps.com.au/australian-critical-minerals-projects-receive-us-financing-support https://smallcaps.com.au/australia-can-punch-above-its-weight-critical-metals-mining-processing https://smallcaps.com.au/cobalt-blue-acquire-broken-hill-prospectings-thackaringa-project https://smallcaps.com.au/cobalt-blue-broken-hill-prospecting-battery-binding-deal-lg 🔎 More on this company: https://smallcaps.com.au/stocks/asx-cob/ ⸻ 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/

RooLife Group (RLG.ASX) is an ASX small-cap focused on data-driven e-commerce and multi-channel market entry. In this video, Blake Reid from smallcaps.com.au chats with RooLife CEO Bryan Carr to understand how the business identifies demand, sources products and moves quickly into high-growth markets such as China, India and the UK. We break down the data-first model, the lean, asset-light approach and how RooLife is building scale through coffee and other health & wellness products, plus renewable energy items. The interview covers the $64 million coffee supply agreement, the early milestone of over $1 million in monthly sales, and the plan to expand with proprietary brands and more markets. We translate the interview into a clear investment narrative and highlight catalysts to watch over the next 12 months. Timestamps: 00:00 Intro and what we cover 00:27 RooLife overview 01:21 The data-first e-commerce model 02:33 Lean and asset-light operations 03:04 Market focus: China, India, UK and Australia 04:43 RLG Coffee: launch and contract 05:04 Early sales performance 06:17 Health & Wellness and product strategy 07:03 Renewable energy and social commerce 09:02 Balance sheet and capital raise 11:42 Catalysts and milestones to watch 12:03 Final message Thanks for watching—like and subscribe for more ASX small-cap updates, and stay tuned for RooLife’s growth milestones as they execute their plan. ⚠️ 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/roolife-group-wins-coffee-supply-order-china-growing-market https://smallcaps.com.au/roolife-group-strong-quarterly-south-east-asian-e-commerce-platforms https://smallcaps.com.au/roolife-global-distribution-deal-careline-australia-skincare-wellness-products https://smallcaps.com.au/the-calmer-co-international-record-quarterly-sales-figures-distribution-partners https://smallcaps.com.au/roolife-aft-pharmaceuticals-sell-over-the-counter-chinese-online-marketplace 🔎 More on this company: https://smallcaps.com.au/stocks/asx-rlg/ ⸻ 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, we drill into Axel Ree (AXL.ASX), a rare earths and gallium project in Brazil's Lithium Valley. With two JORC resources declared—roughly 233 Mt of rare earths and about 100 Mt of gallium—the company is positioned to move from explorer to emerging developer. We unpack the in-situ recovery (ISR) approach, the implications of Area A and Area B, and how a potential premium mixed rare earth carbonate from Area B could boost value. The video also places Axel Ree in context with peers and outlines the near-term milestones that could unlock value, including trial mining and the path to a formal feasibility study. What we cover: - Project overview, geography and the dual commodity opportunity - In-situ recovery: how magnesium sulfate (Epsom salts) unlocks rare earths securely and environmentally - Area A vs Area B: resource scale, metallurgical work, and the premium carbonate opportunity - Gallium economics: market size, pricing, and how it sits above REEs - Trial mining vs PFS/DFS: why the team is choosing a lean, real‑numbers approach and how it fast-tracks development - Milestones: maiden JORC resources in Area B, Woolwich inferred resource, and the timing for trial mining - Competitive context: how Gerik mine in Malaysia provides a practical analogue for capex and profitability Timestamps: 00:00 Welcome and overview – rare earths, gallium and Axel Ree 01:12 Interview with Paul Dickson and project intro 02:10 Valuation gap vs Brazilian peers 04:03 Area A and Area B overview 05:22 Gallium sits on top of rare earths; premium potential 06:08 Area B – potential premium mixed rare earth carbonate 08:09 What is in-situ recovery (ISR) and why it matters 10:04 Benchmarking to the Gerik mine analogy 11:37 Gallium commercialisation strategy and partnerships 12:00 Trial mining vs PFS/DFS – what this means 13:37 Next milestones and 18–24 month plan 15:41 What to watch next and metallurgical work 16:23 Outro and how to follow AXL.ASX Conclusion/CTA: If you want to stay updated on Axel Ree and the evolving rare earths and gallium story, subscribe for regular updates and follow AXL.ASX for the latest milestones and 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/axel-ree-brazil-first-in-situ-gallium-mineral-resource-caladao-project https://smallcaps.com.au/axel-ree-high-grade-gallium-caladao-project-brazil https://smallcaps.com.au/axel-ree-high-grade-rare-earths-gallium-caladao-latest-assays https://smallcaps.com.au/axel-ree-high-grade-gallium-rare-earth-potential-caladao 🔎 More on this company: https://smallcaps.com.au/stocks/asx-axl/ ⸻ 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, Mithril Silver & Gold (MTH.ASX) lays out the Copalquin district in Mexico and why the district could be a major driver for high-grade gold-silver exposure. Copalquin sits on the prolific Cimarra Gold–Silver trend and is a district-scale epithermal system with dozens of historic mines. Mithril has mapped a broad horizon across roughly 9 km with a vertical extent exceeding 1,000 m across a 70 sq km district. The region hosts 298 historic mines and workings, around 10 km of underground tunnels and 15 km of mapped veins, providing a sizeable exploration footprint. The plan is to de-risk the system by drilling three strong targets and building a robust resource inventory across the district. Latest news highlights high‑grade channel sampling across multiple targets, underscoring strong gold and silver grades and the district’s vertical context. Mithril has expanded its exploration team and is progressing a large drilling programme designed to feed a resource update and a broader valuation narrative. The company is fully funded for about 45,000 metres of drilling through 2025–26, including around 25,000 metres planned for the first half of 2026. Target One already hosts a maiden resource with high-grade grades; Target Three and Target Five look to deliver a similar scale of resources as drilling progresses. The target is to assemble roughly 2.5–3 million ounces of gold equivalent in the initial resource inventory across the first three targets, with a longer‑term view to unlocking a multi‑million‑ounce potential district. Beyond the geology, the video covers the infrastructure tailwinds nearby (National Highway 24 within trucking distance, a high‑tension power line, and regional mining hubs), and Mithril’s approach to ESG and local communities—40 local staff, education and health programs, and ongoing engagement to foster responsible exploration. The team includes experienced technical leadership and 3D modelling work that is underpinning the district‑scale geologic model. We also discuss what a successful 2026 programme could mean for investors and how the company plans to de-risk and extend the system deeper into the feeder zones. Timestamps are provided below to jump to the key topics. As always, do your own research and consider the risks associated with early-stage mining opportunities. 00:15 Mithril’s Copalquin focus and Mexico opportunity 01:32 District scale and mineralisation context 03:16 Three drill‑ready targets and the resource plan 05:22 Target One: high‑grade gold–equivalent and timeline for updates 07:09 Drilling progress and the 2025–26 programme 08:26 Target Five and feeder zones explained 10:01 Infrastructure and developability in Copalquin 11:15 ESG approach and local community engagement 13:29 Local employment and social initiatives 16:01 Vision for 2.5–3 Moz in the initial resource inventory 17:00 Final message and next steps If you found this analysis helpful, please like, subscribe and share your thoughts in the comments about which target you think could unlock the biggest upside in Copalquin. ⚠️ 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/mithril-silver-gold-increase-historic-mines-workings-copalquin-district https://smallcaps.com.au/newrange-gold-corp-mithril-resources-merger-americas-focused-explorer https://smallcaps.com.au/australian-silver-stocks-soar-reddit-squeezing-metal-supply https://smallcaps.com.au/mithril-resources-back-drilling-cometa-along-expansive-soil-sampling https://smallcaps.com.au/mithril-resources-strikes-high-grade-gold-silver-los-reyes 🔎 More on this company: https://smallcaps.com.au/stocks/asx-mth/ ⸻ 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, James Whelan sits down with Barton Gold CEO Alexander Scanlon to unpack progress and milestones as Barton transitions from explorer to developer. Barton has consolidated the Central Gawler Craton gold assets in SA and built a 2.2 million ounce resource anchored by Tunkillia, plus a 300,000 ounce starter asset designed for early cash flow. The company is pursuing a regional development pathway that uses two fully permitted mills to maximise value while keeping dilution low through asset monetisation rather than equity issuance. The video digs into the S1 starter pit at Tunkillia, the central grade profile, and how the latest assays inform a fast payback and financing story. What we cover: - 15-year production and growth pathway aligned to a large-scale producer - The S1 starter pit results (1.19 g/t average grade, with higher-grade intersections up to 2–3.5 g/t and occasional peaks of 20–40 g/t) - The first-year cash flow outlook (the project is modelled to generate over $800 million in operating free cash flow in year one) - Upgrading the Tunkillia resource to Measured and Indicated, and the timeline for the JORC upgrade and reserve conversion - Central Gawler mill refurbishment and the two-phase DFS (tailings-first then blend with fresh ore), plus the path to production in 2026–27 - Regional play: Wudinna and Tolmer, including a high-grade silver discovery and tolling/processing potential to feed the mills - Macro backdrop for gold: de-dollarisation, inflation, and why a long gold cycle supports this strategy - The financing roadmap and how Barton plans to balance internal capital generation with external finance Ticker: BGD.ASX Timestamps: 00:22 – Welcome and episode intro 00:46 – Barton Gold's five-year transition to a developer 01:54 – 15-year production and growth pathway 02:05 – Low-dilution funding model and asset monetisation 03:07 – The staged development approach and low-dilution strategy 04:44 – S1 starter pit results at Tunkillia and higher-grade zones 06:03 – Stage one grade profile and fast payback implications 07:18 – Upgrades to Measured/Indicated and reserve conversion plan 07:33 – Central Gawler mill DFS and staged operation plan 08:49 – Wudinna and Tolmer regional updates 11:25 – Tolmer high-grade discovery and metallurgy potential 13:37 – Regional integration: mills and throughput synergy 14:02 – Gold macro backdrop and financing considerations 17:01 – Financing roadmap and credit discussions 18:33 – What to expect in 2026/27 19:11 – Message to shareholders and closing remarks 19:19 – Thanks and sign-off If you found this update helpful, hit like, subscribe for ongoing Barton Gold analysis and updates, and share your thoughts on the Tunkillia, Central Gawler, and Tolmer developments in the comments below. ⚠️ 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-franklin-templeton-led-placement-commences-spp https://smallcaps.com.au/barton-gold-raise-advance-various-south-australian-work-programs https://smallcaps.com.au/barton-gold-growth-continues-underpinned-ambitious-tunkillia-development-strategy https://smallcaps.com.au/barton-gold-commences-definitive-feasibility-study-central-gawler-mill-restart https://smallcaps.com.au/barton-gold-soil-sampling-confirms-extensions-tarcoola-mineralisation 🔎 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/

Join James Whelan and Craig Lindsay, head of US operations at Resolution Minerals (RML.ASX), as they unpack the latest drill results from the Golden Gate target at the Horse Heaven project in Idaho. The discussion covers a 15,000‑acre project near the Stibnite Mine, the geology behind the Golden Gate fault, and what the recent thick intercepts could mean for exploration potential. With mineralisation starting at surface and extending down to around 300 metres, this 600 m long zone is already showing a robust halo of lower grade material around high‑grade pockets. The team explains the drill programme – six holes completed so far of a 10‑hole plan, about 1,600 metres drilled – and what the next batch of results could imply as more holes are added across the three‑kilometre strike. They also break down the scale: roughly 80 million tonnes of rock across 20% of the strike, with 57 holes permitted and 44 to go next year, continuing to expand Golden Gate’s footprint. In addition, there are updates on Antimony Ridge sampling, the plan to produce an antimony product, and permitting for a bulk‑sample drill program. The conversation also places Golden Gate in context with Idaho peers such as Delamar, Kilgore and Bear Track, highlighting competitive grades and the potential for a significant gold deposit. If you enjoy this update on RML.ASX, hit like, subscribe and ring the bell for more ASX small‑cap insights. ⚠️ 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-moving-quickly-follow-up-gold-discovery-horse-heaven https://smallcaps.com.au/resolution-minerals-partners-kpm-tribeca-advance-horse-heaven-antimony-project https://smallcaps.com.au/resolution-minerals-investment-tribeca-horse-heaven-project-development https://smallcaps.com.au/resolution-minerals-horse-heaven-project-continues-gain-attention-key-us-meeting https://smallcaps.com.au/resolution-minerals-expands-drilling-at-idahos-horse-heaven-project 🔎 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/

Archer Materials (AXE.ASX) is the only ASX-listed quantum technologies company, pursuing biochips and quantum semiconductors on a carbon materials platform. This video breaks down Archer's capital-light IP model, the fundamentals of the materials platform, and how partnerships accelerate commercialisation. We'll explore why biochips and quantum tech are being developed in parallel, potential licensing paths to big players, and the milestones to watch through 2026. The discussion covers collaboration with IMEC and CSIRO, the go-to-market approach, and what these advances could mean for healthcare, computing and sensing. Timestamps: 00:00 Introduction 00:33 Host intro and Archer Materials overview 01:50 Materials platform and IP-light model 02:04 Why biochips and quantum semiconductors 04:27 Partnerships accelerate commercialisation with IMEC and CSIRO 05:46 Monetisation and licensing strategy 06:01 Quantum's impact on healthcare and computing 07:33 Market opportunities across sectors 08:16 Archer's competitive edge and IP licensing 09:32 From lab to market: product milestones 11:15 Australia’s quantum scene and events 12:17 Investor education and community 13:57 Final reflections on Archer and the ecosystem 15:15 Wrap and next steps Stay tuned for more Archer Materials updates and ASX small-cap analyses by subscribing and hitting the bell to catch future breakdowns. ⚠️ 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/archer-materials-advances-quantum-tech-cryogenic-tmr-sensor-demonstration https://smallcaps.com.au/archer-materials-paragraf-development-potassium-sensing-biochip https://smallcaps.com.au/archer-materials-hylid-diagnostics-develop-potassium-test-kidney-disease https://smallcaps.com.au/archer-materials-new-carbon-film-breakthrough-quantum-properties https://smallcaps.com.au/archer-materials-scaled-manufacture-12cq-chip-new-proof-of-concept-devices 🔎 More on this company: https://smallcaps.com.au/stocks/asx-axe/ ⸻ 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/

An in-depth ASX small-cap analysis with EcoGraf (EGR.ASX). James Whelan chats with EcoGraf Managing Director Andrew Spinks about the Epanko expansion, the 105 million financing milestone, HF-free purification and the plan to build a vertically integrated battery materials hub with global reach. We unpack what the expansion means for Epanko’s production growth, downstream purification, and how ESG, recycling and policy tailwinds are shaping the path forward for graphite and the broader battery supply chain. ⚠️ 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/ecograf-advances-epanko-project-key-resettlement-action-plan-milestone https://smallcaps.com.au/ecograf-begins-search-epanko-funding-receipt-key-mining-licence https://smallcaps.com.au/ecograf-farm-in-deal-anglogold-ashanti-golden-eagle-project https://smallcaps.com.au/ecograf-jump-resource-estimate-epanko-graphite-project https://smallcaps.com.au/graphite-stocks-look-oversold-diverge-lithium-cousins 🔎 More on this company: https://smallcaps.com.au/stocks/asx-egr/ ⸻ 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/

Join James Whelan as he chats with EcoGraf Managing Director Andrew Spinks about Epanko graphite expansion and EcoGraf's strategy to become Africa’s largest planned graphite producer. We dive into the financing pathway with KFW IPEX Bank for stage one, how Epanko feeds downstream HF-free purification, and why Tanzania is a pivotal piece of a globally connected battery materials supply chain. The conversation also covers ESG best practise, policy tailwinds from Europe and the United States, and how EcoGraf plans to meet rising graphite demand with a responsible, localised approach. You’ll also hear how recycling fits into the circular battery economy and what this means for customers and governments worldwide. Timestamps provide a clear roadmap through the discussion, from the Epanko expansion study to downstream purification, financing progress, and future milestones in the six to twelve month horizon. Timestamps: 00:01 – Introduction and guests 00:27 – James Whelan and Andrew Spinks background and iMarc recap 01:45 – Epanko expansion study overview 03:08 – Financing progress with KFW IPEX Bank and near-term close 04:21 – Downstream HF-free purification and cost position 05:41 – Tanzania mechanical shaping facility and its role in the supply chain 07:18 – HF-free purification cost dynamics vs traditional HF process 08:56 – ESG advantages and policy alignment (EU/US) for critical minerals 09:18 – US tariffs and EU Critical Raw Materials Act context 11:03 – Tanzania partnerships and government recognition 12:00 – Graphite demand outlook and supply dynamics 14:11 – How partnerships and policy tailwinds support expansion 16:04 – Battery recycling and circular economy initiatives 18:13 – Tanzanian ESG initiatives and social licence 19:22 – What investors should watch next 6–12 months 20:40 – Closing remarks If you want more on EcoGraf’s Epanko journey and the move to diversified, climate-friendly graphite supply chains, hit subscribe and turn on notifications so you won't miss future updates on financing milestones, downstream expansion, and circular economy initiatives. ⚠️ 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/ecograf-advances-epanko-project-key-resettlement-action-plan-milestone https://smallcaps.com.au/ecograf-begins-search-epanko-funding-receipt-key-mining-licence https://smallcaps.com.au/ecograf-farm-in-deal-anglogold-ashanti-golden-eagle-project https://smallcaps.com.au/ecograf-jump-resource-estimate-epanko-graphite-project https://smallcaps.com.au/graphite-stocks-look-oversold-diverge-lithium-cousins 🔎 More on this company: https://smallcaps.com.au/stocks/asx-egr/ ⸻ 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 deep-dive, James Whelan sits down with EcoGraf Managing Director Andrew Spinks to unpack Epanko's expansion, financing, and the company's path to building a vertically integrated battery anode materials business with a low-carbon footprint. Epanko expansion would lift graphite production from 73,000 tonnes to up to 390,000 tonnes over ten years, providing visibility to customers and potential governments. Financing for stage one is being progressed with KfW IPEX Bank for about US$105 million, with the technical work largely complete. Downstream HF-free purification is a key differentiator, enabling cost-competitive purification at leading battery hubs globally. We explore how Epanko feedstock supports Europe, North America and Asia, the Tanzania shaping facility, and the ESG and social programs underpinning long-term sustainability. We also discuss how ESG and regulatory tailwinds — including the EU Critical Raw Materials Act and the US Inflation Reduction Act — are shaping graphite supply chains and why Africa-based supply is becoming strategically important. Finally, we touch on recycling and circular economy initiatives with partners like BASF and SungEel, and what investors should watch over the next 6–12 months. Timestamps 00:00 Introduction with James Whelan and Andrew Spinks 01:45 Epanko expansion study overview 03:08 Financing with KfW IPEX Bank and next steps 04:43 Downstream HF-free purification and Epanko feedstock 05:53 Tanzania shaping facility and energy costs 07:18 HF-free purification cost and comparison to HF 09:49 ESG and regulatory tailwinds (EU Critical Raw Materials Act, US IRA) 11:35 Global graphite demand outlook and sovereign supply 12:02 Europe–Australia collaboration and policy tailwinds 14:03 Supply chain security and reducing dependence on China 15:48 Tanzanian social licence and ESG programmes 16:36 Anode recycling and circular economy progress 18:17 Industry partnerships and testwork progression 19:53 Social licence and local impact in Tanzania 20:24 What investors should watch next (6–12 months) 21:41 Closing and outlook If you found this analysis helpful, please like and subscribe for more ASX small-cap insights, and drop a comment with which stock you want us to analyse next. ⚠️ 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/ecograf-advances-epanko-project-key-resettlement-action-plan-milestone https://smallcaps.com.au/ecograf-begins-search-epanko-funding-receipt-key-mining-licence https://smallcaps.com.au/ecograf-farm-in-deal-anglogold-ashanti-golden-eagle-project https://smallcaps.com.au/ecograf-jump-resource-estimate-epanko-graphite-project https://smallcaps.com.au/graphite-stocks-look-oversold-diverge-lithium-cousins 🔎 More on this company: https://smallcaps.com.au/stocks/asx-egr/ ⸻ 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/