SmallCaps Podcast

SmallCaps
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Market news & in-depth interviews with ASX-listed small cap companies.

  1. 2 févr.

    GGR.ASX Update: Two drill rigs at Dooloo Creek and a new exploration model

    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/

  2. 1 févr.

    ASX Small-Caps 2026: Gold, Bonds & Diversified Growth

    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/

  3. 23 janv.

    Alligator Energy Eyes Australia's Next ISR Uranium Producer | Samphire Update

    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/

  4. 12 janv.

    Impact Minerals: HPA breakthrough to slash costs and boost margins

    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/

  5. 11/12/2025

    AOK: California Moves & Surat Basin Push Ahead of 2026

    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/

  6. 09/12/2025

    Cobalt Blue: Kwinana Refinery Progress, Black Mass plan & 2026 Outlook

    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/

  7. 04/12/2025

    RooLife (RLG.ASX) Coffee Launch Sparks Growth with Data-Driven e-commerce

    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/

  8. 04/12/2025

    Axel Ree AXL: Rare Earths & Gallium in Brazil's Lithium Valley — Trial Mining Ahead

    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/

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À propos

Market news & in-depth interviews with ASX-listed small cap companies.

Informations

  • Création
    SmallCaps
  • Années d’activité
    2019 - 2026
  • Épisodes
    284
  • Classification
    Tous publics
  • Copyright
    © SmallCaps Podcast
  • Site web de l’émission
    SmallCaps Podcast