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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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  • AOK: California Moves & Surat Basin Push Ahead of 2026

    AOK: California Moves & Surat Basin Push Ahead of 2026
    Dec 11 2025
    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/
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  • Cobalt Blue: Kwinana Refinery Progress, Black Mass plan & 2026 Outlook

    Cobalt Blue: Kwinana Refinery Progress, Black Mass plan & 2026 Outlook
    Dec 9 2025
    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/
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  • RooLife (RLG.ASX) Coffee Launch Sparks Growth with Data-Driven e-commerce

    RooLife (RLG.ASX) Coffee Launch Sparks Growth with Data-Driven e-commerce
    Dec 4 2025
    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/
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