The Hole Truth: Mining Investment Podcast

Resources Rising Stars
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The Hole Truth: Mining Investment Podcast is a product of Resources Rising Stars, hosted by Paul Armstrong, a seasoned expert in the world of finance and resources. With more than 30 years of experience as a finance journalist under his belt, Paul brings a wealth of knowledge and insight to his conversations with some of the most prominent figures in the industry. Each episode of The Hole Truth: Mining Investment Podcast is a deep dive into the inner workings of those resources companies which are making things happen, quizzing those in charge about their projects, their prospects, the challenges they face and the opportunities they offer to investors. Whether you’re an investor, industry professional, or simply interested in the latest developments in mining, energy, and resources, The Hole Truth is the podcast for you. Join Paul and his guests to hear about the latest investment opportunities in the resources sector. Produced by Resource Media ———— The Hole Truth: Mining Investment Podcast is a product of Read Corporate. Please note that Read Corporate does not provide investment advice and investors should seek personalised advice before making any investment decisions.

  1. -23 Ч

    AusQuest in Search of Mining’s Holy Grail – Graeme Drew (ASX: AQD)

    AusQuest (ASX: AQD) believes it has a major porphyry discovery on its hands in Peru. It’s already returned some fascinating drilling results with mineralisation intersected over huge widths. Managing Director Graeme Drew believes it’s yet to find the “eye” of the porphyry system and that’s what the current drilling programme is about. If he’s correct, the company’s market cap of A$56 million could do just about anything. Guest Bio Graeme Drew is the Managing Director of AusQuest Limited. Mr Drew has over 40 years’ experience in the exploration industry in Australia and overseas. Prior to co-founding Ausquest Limited, he was an Exploration Manager for CRAE and Rio Tinto Exploration Pty Ltd in Western Australia and Eastern Australia. He has extensive experience in the search for, and evaluation of, base and precious metals including nickel, copper, gold, uranium, zinc and diamonds. Credits Produced by Resource Media The Hole Truth: Mining Investment Podcast is a product of Read Corporate. Please note that Read Corporate does not provide investment advice and investors should seek personalised advice before making any investment decisions. Links The Hole Truth LinkedIn: https://www.linkedin.com/showcase/the-hole-truth-podcast The Hole Truth YouTube: https://youtube.com/playlist?list=PLI4sZkSfEpPi_u7OrD7lQ-tZHbdy6EhCC&si=iOcGscff7kMSw8c7 The Hole Truth Website: https://resourcesrisingstars.com.au/the-hole-truth-podcast/ The Hole Truth Instagram: https://www.instagram.com/theholetruthpodcast/ Company Website: https://www.ausquest.com.au/ Key Insights Scale Emerging at Cangallo – AusQuest’s early drilling has defined a large footprint of near-surface copper-gold mineralisation, with broad intercepts extending hundreds of metres from surface. This supports the interpretation of a significant porphyry system still in its early stages of delineation. Location Provides Material Cost Advantages – Unlike many Andean porphyry deposits situated in remote high-altitude terrain, Cangallo sits near the Peruvian coast at relatively low elevation. This improves logistics, reduces potential infrastructure hurdles and enhances long-term development optionality. Eye of the System Still to Be Found – Geological indicators suggest current drilling is positioned on the edge or upper levels of the porphyry system. The ongoing RC and diamond programs are designed to vector toward the higher-grade core, which could materially change the project’s scale and economics. Early-Stage Drilling Indicates Consistent Mineralisation – Intercepts to date show consistent copper grades across large widths, with oxide mineralisation from surface and sulphides appearing at depth. The presence of tonalite dykes carrying higher grades provides encouragement that the main intrusive centre is nearby. Significant Re-Rating Potential – With a current market capitalisation of A$56 million, AusQuest remains lightly valued relative to the potential scale of a major porphyry discovery. As drilling advances and assays confirm grade trends toward the interpreted core, the company could enter a transformational phase.

    18 мин.

  2. 17 НОЯБ.

    Nimy Resources (ASX: NIM) Unveils One of the Highest-Grade Gallium Resources in the World – Luke Hampson

    Nimy Resources’ (ASX: NIM) maiden gallium resource is one of the highest-grade in the world at more than 100 g/t, and the western world is desperate for non-Chinese gallium supply. Nimy says it can help meet that need. The resource is already significant but Managing Director Luke Hampson tells us there is huge scope for growth. The company is also advancing its copper exploration programmes in WA. Guest bio: Luke Hampson is Managing Director of Nimy Resources. He brings over 30 years of experience in the mining industry, having led management teams across the Asia-Pacific region. His background includes 19 years at WesTrac Pty Ltd, 3 years at Rio Tinto Iron Ore and 11 years as Managing Director of Cloonmore Mining & Energy. Produced by Resource Media The Hole Truth: Mining Investment Podcast is a product of Read Corporate. Please note that Read Corporate does not provide investment advice and investors should seek personalised advice before making any investment decisions. Links: The Hole Truth LinkedIn: https://www.linkedin.com/showcase/the-hole-truth-podcast The Hole Truth YouTube: https://youtube.com/playlist?list=PLI4sZkSfEpPi_u7OrD7lQ-tZHbdy6EhCC&si=iOcGscff7kMSw8c7 The Hole Truth Website: https://resourcesrisingstars.com.au/the-hole-truth-podcast/ The Hole Truth Instagram: https://www.instagram.com/theholetruthpodcast/ Company Website: https://nimy.com.au/ Key Insights: Exceptional grade for a niche metal Nimy has announced a maiden inferred JORC resource at its Block 3 deposit of 7.23 Mt grading 102 g/t gallium, totalling approximately 740 t contained. This positions it among the highest-grade gallium resources known globally. Strong supply-chain positioning Gallium is classified as a critical metal, with global production dominated by China. A high-grade Western-jurisdiction supply source such as Nimy provides strategic diversification for international markets seeking secure supply. Significant upside and exploration optionality The maiden resource covers only a small portion of the mineralised footprint. Broader exploration targets suggest potential for substantial growth through further drilling across a 30 km² anomalous zone. Synergies with other commodities and projects Beyond gallium, Nimy continues to advance promising copper and base-metal targets within the Mons Project. This reinforces multi-commodity optionality as exploration accelerates. Emerging funding and offtake momentum Interest from US and European groups, alongside engagement with critical-minerals partners, positions Nimy to potentially access government-backed funding and secure future offtake pathways.

    19 мин.

  3. 11 НОЯБ.

    Centaurus Metals: a Classic Countercyclical Investment Opportunity – Darren Gordon (ASX: CTM)

    Everyone knows the nickel price is down, but Centaurus Metals (ASX: CTM) MD Darren Gordon says that's why there's a great investment opportunity. The company is in talks with potential partners regarding its Jaguar Nickel Project in Brazil, it also has active copper and gold exploration activity in the country. Mr Gordon is a Chartered Accountant with over 25 years’ experience in the mining industry as a senior finance and resources executive. Mr Gordon has had extensive involvement in financing resource projects from both a debt and equity perspective and is a non-executive Director at Ordell Mineral Limited. Mr Gordon has over 15 years’ experience operating in Brazil and as a result has a deep understanding of the regulatory framework and general operating environment required to develop a mining project in country.      Produced by Resource Media     The Hole Truth: Mining Investment Podcast is a product of Read Corporate. Please note that Read Corporate does not provide investment advice and investors should seek personalised advice before making any investment decisions.  RESOURCES LinkedIn: https://www.linkedin.com/showcase/the-hole-truth-podcast YouTube: https://youtube.com/playlist?list=PLI4sZkSfEpPi_u7OrD7lQ-tZHbdy6EhCC&si=iOcGscff7kMSw8c7 Website: https://resourcesrisingstars.com.au/the-hole-truth-podcast/ Instagram: https://www.instagram.com/theholetruthpodcast/  Company Website: https://www.centaurus.com.au   1. Counter-cyclical Opportunity in Nickel Centaurus Metals is positioning its Jaguar Nickel Project in Brazil as a classic counter-cyclical investment, taking advantage of the current downturn in nickel prices (around US$15,000/t) to prepare for the next upswing. Gordon believes the market has hit its floor and that investors entering now could see significant upside as prices recover     2. Strategic Partnering to Unlock Value Centaurus is advancing strategic partnering talks with downstream players seeking sustainable nickel supply for the EV battery sector. The goal is to secure a minority partner with offtake and equity funding, enabling development of the US$400 million Jaguar Project while maintaining operational control. A partnership announcement could trigger a major share price re-rating within the next few months   3. Low-Cost, Sustainable Nickel Sulphide Production Jaguar’s economics remain robust even at current prices, with all-in sustaining costs (AISC) of ~US$4.40/lb, placing it in the lowest cost quartile globally. The project’s low-carbon footprint and nickel sulphide resource differentiate it from Indonesia’s environmentally damaging laterite operations, making it highly attractive to Western EV supply chains   4. Copper-Gold Growth Pipeline in the Carajás Alongside Jaguar, Centaurus is expanding into copper-gold exploration in Brazil’s Carajás region, including the Boi Novo and Rio Novo projects. These assets offer exposure to high-grade copper intersections (up to 35 m @ ~1.8% Cu)and the potential for short-term share price catalysts through upcoming drilling results   5. Funded for Dual Momentum After a successful capital raise in August, Centaurus plans to deploy funds for both Jaguar’s development and new drilling programs at Boi Novo. With near-term exploration newsflow and an imminent funding deal, the company is offering investors two growth pathways—nickel development and copper-gold discovery—positioning it strongly for a 2026 value uplift.

    20 мин.

  4. 4 НОЯБ.

    Mont Royal’s Re-listing: A Piece of Perfect Timing - Nick Holthouse (ASX: MRZ)

    The rare earths space is hot, creating the perfect environment for the imminent re-listing of shares in Mont Royal (ASX: MRZ). The re-listing follows the company's success in securing the world-scale Ashram rare earths project in Canada, giving it the critical minerals which the rest of the world wants. With the capital raising completed, Mont Royal will hit the ground running with its strategy to unlock the immense value of this asset.       Produced by Resource Media     The Hole Truth: Mining Investment Podcast is a product of Read Corporate. Please note that Read Corporate does not provide investment advice and investors should seek personalised advice before making any investment decisions.  RESOURCES LinkedIn: https://www.linkedin.com/showcase/the-hole-truth-podcast YouTube: https://youtube.com/playlist?list=PLI4sZkSfEpPi_u7OrD7lQ-tZHbdy6EhCC&si=iOcGscff7kMSw8c7 Website: https://resourcesrisingstars.com.au/the-hole-truth-podcast/ Instagram: https://www.instagram.com/theholetruthpodcast/

    23 мин.

  5. 27 ОКТ.

    Bellevue Gold up and Away With Strong Operational Results - Darren Stralow (ASX:BGL)

    Bellevue Gold (ASX: BGL) has bounced back with a vengeance. The company's latest operational results are strong showing it's on track to meet guidance. MD Darren Stralow tells us about the changes that were made at an operational level, why they've been so effective and what the next twelve months holds. Darren Stralow is the CEO and Managing Director of Bellevue Gold, leading the company through its transition from development to production at the high-grade Bellevue Gold Project in Western Australia. A mining engineer and WA School of Mines graduate, Darren brings more than 20 years of underground mining experience, including senior leadership roles at Northern Star Resources. Known for his strong operational and commercial focus, he’s driving Bellevue’s vision to produce some of the world’s most sustainable gold.     Produced by Resource Media     The Hole Truth: Mining Investment Podcast is a product of Read Corporate. Please note that Read Corporate does not provide investment advice and investors should seek personalised advice before making any investment decisions.  RESOURCES LinkedIn: https://www.linkedin.com/showcase/the-hole-truth-podcast YouTube: https://youtube.com/playlist?list=PLI4sZkSfEpPi_u7OrD7lQ-tZHbdy6EhCC&si=iOcGscff7kMSw8c7 Website: https://resourcesrisingstars.com.au/the-hole-truth-podcast/ Instagram: https://www.instagram.com/theholetruthpodcast/  Company Website: https://bellevuegold.com.au   Key Insights: 1. Bellevue Gold delivers a strong September quarter, beating production guidance Bellevue Gold produced around 29,000 ounces of gold in the September 2025 quarter, ahead of budget and on track to meet its FY25 guidance of ~140,000 ounces. Darren Stralow notes that the company is achieving or exceeding internal targets, with increasing grades expected to drive stronger production and cash flow in the second half of the year. 2. Operational turnaround driven by improved development rates and mine planning Following a strategic operational review, Bellevue Gold has dramatically improved its underground development rates, achieving over 320 metres per jumbo compared to a budget of 270 metres. This has allowed the team to get ahead of production fronts, install all primary infrastructure, and move the operation into a steady-state phase with improved resilience and reduced risk. 3. Cash flow strengthens as grades rise and capital costs taper off With plant upgrades and ventilation installations now complete, Bellevue Gold expects to generate higher grades from the Deacon mining area while maintaining a stable cost base. Stralow says the mine will see rising free cash flow as higher-grade ore and stable operating costs combine to lift margins and provide optionality for balance-sheet management. 4. Pathway to becoming a debt-free, unhedged gold producer by end-2026 Bellevue Gold has begun closing out hedge positions ahead of schedule and proactively managing its hedge book to take advantage of strong spot prices. The company holds A$150–160 million in cash — equivalent to roughly four months of operating costs — and aims to be completely debt-free and hedge-free by the end of 2026, positioning it among Australia’s lowest-risk mid-tier gold producers. 5. Growth focus shifts back to exploration and long-term discovery After several years focused on construction and ramp-up, Bellevue Gold is now ready to reignite exploration across its 1,900 km² landholding. With underground drill platforms established and cash flow funding new programs, Stralow says the company is excited to “hit exploration hard again” to grow the resource base and extend mine life — marking the next chapter in Bellevue’s growth story.

    18 мин.

  6. 20 ОКТ.

    CZR Cashed Up, Drilling Flat Out With Mark Creasy As It's Biggest Shareholder – Stefan Murphy (ASX: CZR)

    CZR is coming to life in a big way with around $74 million cash in the bank, some fantastic WA exploration assets and numerous drilling programmes being lined up between now and Christmas. Managing Director Stefen Murphy led the development and commissioning of the Roper Bar iron ore mine in the Northern Territory. His experience in developing integrated mine-to-port logistics solutions and iron ore marketing has been invaluable to CZR in developing the Robe Mesa iron ore project in the Pilbara. Mr Murphy commenced his career in the Pilbara as a mine geologist with BHP iron ore and has spent the past 20 years working on mining and exploration projects throughout Australia. In addition to his technical roles, he holds an MBA and has worked in corporate finance roles in Australia and the UK, focused primarily on capital markets and M&A transactions in the resources sector.       Produced by Resource Media     The Hole Truth: Mining Investment Podcast is a product of Read Corporate. Please note that Read Corporate does not provide investment advice and investors should seek personalised advice before making any investment decisions.  RESOURCES LinkedIn: https://www.linkedin.com/showcase/the-hole-truth-podcast YouTube: https://youtube.com/playlist?list=PLI4sZkSfEpPi_u7OrD7lQ-tZHbdy6EhCC&si=iOcGscff7kMSw8c7 Website: https://resourcesrisingstars.com.au/the-hole-truth-podcast/ Instagram: https://www.instagram.com/theholetruthpodcast/  Company Website: https://www.czrresources.com   Key Insights: 1. Robe Mesa Iron Ore Sale Delivers $75 Million and Positions CZR as Cash-Backed CZR Resources has completed the sale of its Robe Mesa Iron Ore Project to the Robe River Joint Venture (Rio Tinto, Mitsui and Nippon Steel), delivering around $75 million in cash. The transaction leaves CZR debt-free and holding a cash balance roughly equivalent to its market capitalisation, effectively making it a cash-backed exploration company. With a strong balance sheet and no debt, CZR is now well positioned to fund aggressive exploration across its portfolio. 2. Croydon Gold Project: Drilling Targets Hemi-Style Intrusions Freshly funded, CZR has launched an aggressive drilling campaign at its Croydon Gold Project, located about 50 kilometres south-east of De Grey Mining’s Hemi discovery in the Pilbara. Early aircore results have confirmed the presence of diorite intrusions, epithermal quartz veining and gossanous zones — all key indicators of intrusive-related gold systems similar to Hemi. With RC drilling planned through late 2025, the company is aiming to define both shallow epithermal gold mineralisation and deeper intrusion-hosted systems across the Top Camp and Bottom Camp prospects. 3. Edamurta Copper-Zinc Project Shows Golden Grove-Style VMS Potential CZR’s Edamurta Project, located in the Midwest near Yalgoo, is showing strong signs of volcanogenic massive sulphide (VMS) potential similar to the Golden Grove and Deflector deposits. Recent geophysical surveys have identified strong electromagnetic conductors, consistent with copper-zinc-gold-silver mineralisation. A 3,000-metre RC drilling program is planned to test these high-priority conductor plates, offering multi-commodity upside and the potential to establish CZR as a serious copper-zinc explorer in Western Australia. 4. Strategic Backing from the Creasy Group CZR continues to benefit from the long-term support and geological expertise of the Creasy Group, led by renowned prospector Mark Creasy, who holds a 51% stake in CZR and a 30% joint venture interest at Croydon. The Croydon tenements were originally pegged by Creasy for their intrusive geological potential, and his ongoing involvement provides both strategic stability and proven exploration pedigree across CZR’s project portfolio. 5. Fully Funded Growth and Retained Iron Ore Upside Following the Robe Mesa sale, CZR is fully funded to accelerate exploration across its gold and base-metal projects while maintaining exposure to iron ore through the Peters Creek and Darnell’s prospects and its 50% interest in the Ashburton Link infrastructure joint venture. With a strong cash position, multiple high-potential assets, and upcoming drilling at both Croydon and Edamurta, CZR offers a rare combination of financial strength, discovery upside, and portfolio diversity — all while trading around its cash backing.

    22 мин.

  7. 30 СЕНТ.

    Cygnus Metals’ Substantial Resource Upgrade — with David Southam (ASX: CY5)

    This week on The Hole Truth, David Southam, Executive Chairman of Cygnus Metals (ASX:CY5), joins us to unpack a 78% increase in measured & indicated resources at the company’s Chibougamau Copper–Gold Project in Québec, Canada. With a new total of 2.2 million ounces gold-equivalent at 4.5 g/t, more than 3Moz of silver and nearly $20M in cash, Cygnus believes the market hasn’t yet caught up to the scale and quality of what they’ve built.     Produced by Resource Media     The Hole Truth: Mining Investment Podcast is a product of Read Corporate. Please note that Read Corporate does not provide investment advice and investors should seek personalised advice before making any investment decisions.  RESOURCES LinkedIn: https://www.linkedin.com/showcase/the-hole-truth-podcast YouTube: https://youtube.com/playlist?list=PLI4sZkSfEpPi_u7OrD7lQ-tZHbdy6EhCC&si=iOcGscff7kMSw8c7 Website: https://resourcesrisingstars.com.au/the-hole-truth-podcast/ Instagram: https://www.instagram.com/theholetruthpodcast/  Company Website: https://www.cygnusmetals.com   Key insights from the episode: From “sausage” to “sizzle”:How Cygnus deliberately focused on delivering a big, high-grade copper-gold resource before turning to promotion — and why now is the time to tell the story globally. Major resource growth:The updated estimate delivers 2Moz gold-equivalent at 4.5 g/t, plus silver upside and infrastructure advantages in a proven Québec mining district. Market disconnect & valuation gap:Despite the scale, Cygnus sits at a ~$100M market cap (with $20M cash)— well below analyst price targets, including Canaccord’s 30c call vs. an ~11c share price. Upcoming catalysts:Active drilling at Cedar Bay, a new economic study using current gold (US$3,700/oz), copper (US$4.50/lb) and silver prices, and potential M&A interest across the Chibougamau district. Smart development metrics:Low capital intensity compared to peers, strong institutional support, and a clean copper concentrate with no deleterious elements — all factors that improve project appeal.

    18 мин.

  8. 23 СЕНТ.

    Mining 101: Jargon made simple .. by experts | A special Live Recording at Resources Rising Stars Gold Coast Conference

    In this special episode of The Hole Truth, mining gurus Chris Cairns, Simon Lawson and Hedley Widdup explain the technical terms we see in ASX releases every day yet so often don't understand. This informative - and fun - episode was recorded before a live studio audience on the eve of last week's Resources Rising Stars investor conference on the Gold Coast. Listen, learn and laugh with these legends.     Produced by Resource Media     The Hole Truth: Mining Investment Podcast is a product of Read Corporate. Please note that Read Corporate does not provide investment advice and investors should seek personalised advice before making any investment decisions.  RESOURCES LinkedIn: https://www.linkedin.com/showcase/the-hole-truth-podcast YouTube: https://youtube.com/playlist?list=PLI4sZkSfEpPi_u7OrD7lQ-tZHbdy6EhCC&si=iOcGscff7kMSw8c7 Website: https://resourcesrisingstars.com.au/the-hole-truth-podcast/ Instagram: https://www.instagram.com/theholetruthpodcast/

    39 мин.
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The Hole Truth: Mining Investment Podcast is a product of Resources Rising Stars, hosted by Paul Armstrong, a seasoned expert in the world of finance and resources. With more than 30 years of experience as a finance journalist under his belt, Paul brings a wealth of knowledge and insight to his conversations with some of the most prominent figures in the industry. Each episode of The Hole Truth: Mining Investment Podcast is a deep dive into the inner workings of those resources companies which are making things happen, quizzing those in charge about their projects, their prospects, the challenges they face and the opportunities they offer to investors. Whether you’re an investor, industry professional, or simply interested in the latest developments in mining, energy, and resources, The Hole Truth is the podcast for you. Join Paul and his guests to hear about the latest investment opportunities in the resources sector. Produced by Resource Media ———— The Hole Truth: Mining Investment Podcast is a product of Read Corporate. Please note that Read Corporate does not provide investment advice and investors should seek personalised advice before making any investment decisions.

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    Resources Rising Stars
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