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SmallCaps Podcast

SmallCaps Podcast

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Market news & in-depth interviews with ASX-listed small cap companies.SmallCaps Podcast Economía Finanzas Personales
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  • Barton Gold: Fast Payback, 15-Year Growth & 2026 Production

    Barton Gold: Fast Payback, 15-Year Growth & 2026 Production
    Dec 2 2025
    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/
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  • Golden Gate: 80 Million Tonnes of Rock, 7-10 Moz Potential?

    Golden Gate: 80 Million Tonnes of Rock, 7-10 Moz Potential?
    Dec 2 2025
    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/
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  • Archer Materials (AXE.ASX): Quantum Tech Drive in Biochips and Sensing

    Archer Materials (AXE.ASX): Quantum Tech Drive in Biochips and Sensing
    Nov 28 2025
    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/
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