Episodes

  • BHM.ASX Deep Dive: Catalysts, Milestones & the ASX Resources Rally

    BHM.ASX Deep Dive: Catalysts, Milestones & the ASX Resources Rally
    Nov 13 2025
    From the Noosa Mining Conference coverage, Small Caps’ James Whelan sits down with Sarah Clarke (CEO, Andromeda – ASX: ADN) to discuss strategy, near-term milestones and the current market backdrop for Australian resources. This video applies that context to BHM.ASX, unpacking what the stock could need to move, how the broader ASX resources rally shapes expectations, and the key risks to watch. We break down BHM.ASX’s positioning, potential catalysts, and how investors might model outcomes in the coming quarters. What you’ll learn in this video - Company snapshot: business model, assets and capital structure - Market backdrop: commodity prices, funding environment, and investor sentiment in Australian resources - Near-term milestones: upcoming catalysts and events to monitor for BHM.ASX - Valuation and scenarios: upside vs downside projections for the stock - Risks and considerations: regulatory, funding and operational risks relevant to BHM.ASX Timestamps: 00:00 Overview — what this video covers and why BHM.ASX matters 01:15 Company snapshot — business model, assets and capital structure 03:30 Market backdrop — Australian resources rally and funding environment 05:00 Near-term milestones — potential catalysts for BHM.ASX 06:45 Catalysts, upside scenarios and risk considerations 08:30 Valuation framework — how to think about upside and downside 10:00 Takeaways — what to watch next If you enjoyed this deep-dive, subscribe and turn on notifications to catch more ASX small-cap analyses and updates on BHM.ASX and other resource plays. ⚠️ 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/coolabah-metals-offtake-financing-hartree-broken-hill-mines-rebranding 🔎 More on this company: https://smallcaps.com.au/stocks/asx-bhm/ ⸻ 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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  • Andromeda Metals ADN: Great White project, HPA pilot, funding update

    Andromeda Metals ADN: Great White project, HPA pilot, funding update
    Nov 13 2025
    In this ASX small-cap analysis, we unpack Andromeda Metals (ADN.ASX) and what could move the stock next. Not tied to a single metal, ADN focuses on industrial minerals and critical minerals, with two key catalysts on the horizon: the Great White project and a high-purity alumina (HPA) pilot plant. At a recent mining conference in Noosa, management highlighted a differentiated play beyond the usual gold and base metals and outlined the path to production. Key takeaways from ADN’s activity include a recent A$13 million funding raise to fund early works and site preparation for Great White, bringing the project closer to construction. The HPA pilot plant has been initiated, with lab-scale tests delivering ~99.9985% purity (4N+). The company is advancing the final investment decision and on-ground readiness for construction. What this could mean for investors depends on project economics, timing, off-take arrangements and capital needs. We cover these catalysts, potential risks, and the milestones to watch as ADN moves toward production. Timestamps: 0:00 Intro – ADN overview and today’s focus 0:45 Conference mood and investor interest 1:20 Great White project – groundwork and on-site prep 2:10 HPA pilot plant update – samples and 4N+ purity 3:00 Funding progress – A$13m raise and next steps 3:45 What to watch – catalysts and risks 4:20 Final wrap and stay updated If you enjoy this style of ASX small-cap analysis, please subscribe for more updates on ADN and other Australian mining stories, and hit the bell to catch upcoming catalyst videos. For the latest announcements, check Andromeda Metals' investor centre and the ASX releases page for the most current information. ⚠️ 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/andromeda-metals-demonstrates-strong-economics-hpa-process-new-scoping-study https://smallcaps.com.au/andromeda-metals-breakthrough-lower-emission-hpa-great-white https://smallcaps.com.au/trigg-minerals-shareholders-vote-rush-resources-drummond-gold-project-acquisitions https://smallcaps.com.au/oar-resources-restarts-drilling-gibraltar-expand-high-grade-halloysite-discovery https://smallcaps.com.au/andromeda-metals-study-improves-economics-south-australia-kaolin-project 🔎 More on this company: https://smallcaps.com.au/stocks/asx-adn/ ⸻ 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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  • Dart Mining: 650k oz Target, Antimony Boom & Victoria Strategy

    Dart Mining: 650k oz Target, Antimony Boom & Victoria Strategy
    Nov 13 2025
    Join us for a focused ASX small-cap analysis on Dart Mining (DTM.ASX). In this video we break down the latest strategic moves across Australia’s mining footprint, including the divestment of Victorian properties and continued focus on the Rushworth project in central Victoria. We also cover Queensland developments, with the Triumph Gold project and the Canambula Antimony prospect highlighted, plus updates on direct shipping ore drilling progress (targeting ~2,000 metres by Christmas). We explore the antimony market backdrop—price outlook, supply chain dynamics, and the drivers behind demand (glass and solar, energy storage, plus high-end military tech). Finally, we discuss how macro factors may influence Australian producers and what Dart Mining’s moves signal for the stock and the broader small-cap scene. Timestamps: 00:00 Intro and video overview 00:40 Victorian strategy and Rushworth update 01:20 Queensland focus: Triumph Gold & Canambula Antimony 02:00 Drilling progress and direct shipping ore update 02:40 Antimony price outlook and macro factors 03:25 Demand drivers and geopolitics 04:00 Wrap up and next steps If you found this analysis useful, subscribe to stay updated on DTM.ASX and Australian small-cap developments. ⚠️ 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/dart-mining-acquires-triumph-gold-project-sunshine-metals https://smallcaps.com.au/dart-mining-signs-earn-in-agreement-sqm-dorchap-lithium-project https://smallcaps.com.au/dart-mining-confirms-spodumene-dorchap-grading-lithium-victoria https://smallcaps.com.au/dart-mining-gears-up-drill-victorias-only-lithium-project https://smallcaps.com.au/dart-mining-hits-high-grade-mineralisation-165-year-old-victorian-goldfield 🔎 More on this company: https://smallcaps.com.au/stocks/asx-dtm/ ⸻ 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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  • Bright Star Resources: 35k ozpa, WA assets & Oram merger update

    Bright Star Resources: 35k ozpa, WA assets & Oram merger update
    Nov 13 2025
    At the Noosa Mining Conference, Bright Star Resources (BTR.ASX) shares an update on its growth path as an emerging WA gold producer. We break down the asset base (two operating underground mines in Laverton, plus Sandstone), a pro-forma resource base just under four million ounces, and a near-term merger with Oram Limited expected in about two weeks. The interview covers production of about 30-35 koz per year, the company’s unhedged exposure to gold, and how management plans to convert reserves into exploration upside while using cash flow to fund development. We also look at what bullish sentiment around gold means for BTR’s catalysts and the risks investors should monitor. Watch to understand the path to scale for Bright Star Resources and how this plays into the broader ASX small-cap landscape. Timestamps: - 00:00 Intro – Noosa Mining Conference and Bright Star Resources - 01:05 Company snapshot – assets, Laverton and Sandstone - 02:20 Production profile – 30-35 koz per year and unhedged exposure - 03:45 Merger update – Oram Limited timeline - 04:50 Gold price context – market commentary - 06:00 Investor sentiment – appetite for the next gold producer - 07:20 Final takeaways If you found this analysis helpful, please subscribe for more ASX small-cap insights, including Bright Star Resources and other gold plays, and stay updated on catalysts that could move these stocks. ⚠️ 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/brightstar-resources-targeting-production-surge-laverton-hub https://smallcaps.com.au/brightstar-resources-new-gold-opportunities-laverton-hub https://smallcaps.com.au/brightstar-resources-major-gold-resource-expansion-sandstone-hub-drilling https://smallcaps.com.au/brightstar-resources-aurumin-merger-consolidate-central-sandstone-gold https://smallcaps.com.au/brightstar-resources-maiden-gold-estimate-second-fortune-fish-mines 🔎 More on this company: https://smallcaps.com.au/stocks/asx-btr/ ⸻ 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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  • Wind Metals WIN.ASX eyes 200,000 oz gold from Butchers Creek scoping study

    Wind Metals WIN.ASX eyes 200,000 oz gold from Butchers Creek scoping study
    Nov 13 2025
    In this ASX small-cap analysis, we unpack WIN.ASX (Wind Metals) and the latest scoping study for the Butchers Creek gold project revealed at the Noosa Mining Conference. The study shows potential to produce over 200,000 oz of gold with strong economics and a clear pathway forward in the Kimberley region of Western Australia. We also cover the Radio Gold Mine acquisition for near-term production, the 9,000-metre RC program, early resource calculations expected next year, and maiden drill intercepts up to 33 g/t. The video breaks down what this means for investors, timelines, and what to watch as catalysts unfold in the coming months. TIMESTAMPS 0:00 Intro and company context 0:40 Butchers Creek scoping study — gold, scale, and economics 2:10 Radio Gold Mine acquisition — near-term production asset 3:15 9,000 m RC program and upcoming resource calculation 4:50 Expected resource update early next year 5:30 Production restart outlook mid-next year 6:15 Maiden drill intercepts — notable results (up to 33 g/t) 7:25 catalysts and what to watch for WIN.ASX 8:00 Final thoughts and how to stay updated ⚠️ 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/win-metals-finalises-acquisition-high-grade-radio-gold-mine-wa https://smallcaps.com.au/win-metals-butchers-creek-gold-pipeline-new-ruby-queen-north-trend https://smallcaps.com.au/win-metals-boosts-butchers-creek-deposit-resource-updated-mre https://smallcaps.com.au/win-metals-capital-raise-butchers-creek-acquisition-exploration https://smallcaps.com.au/win-metals-acquire-palm-springs-gold-project-meteoric-resources 🔎 More on this company: https://smallcaps.com.au/stocks/asx-win/ ⸻ 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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  • Broken Hill Mines: Rebuilding a True Australian Icon in Aussie Hands

    Broken Hill Mines: Rebuilding a True Australian Icon in Aussie Hands
    Nov 13 2025
    In this ASX small-cap analysis, we take a close look at BHM.ASX and the Broken Hill Mines story. Patrick Walter, executive chair, discusses rebuilding the mine and returning it to fully Australian ownership. We analyse what this means for the business, the local mining landscape, and what investors should watch next. The video blends interview highlights with our take on strategy, potential catalysts, and the implications of a proudly Australian ownership model for a small-cap in the mining sector. What you'll see in this video: - Company snapshot and recent milestones - Leadership and ownership narrative - Catalysts and risks for BHM.ASX - Where this sits in the Australian mining sector Timestamps: 0:00 Intro 0:25 Company snapshot: BHM.ASX and Broken Hill Mines 1:40 Rebuilding strategy and Australian ownership 3:05 Market implications for ASX small-caps 4:25 Recent filings context and what to watch 5:15 Final takeaways If you found this analysis useful, subscribe for more ASX small-cap updates and follow along as we monitor Broken Hill Mines' journey. ⚠️ 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/coolabah-metals-offtake-financing-hartree-broken-hill-mines-rebranding 🔎 More on this company: https://smallcaps.com.au/stocks/asx-bhm/ ⸻ 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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  • GRV.ASX: Uranium boom incoming—2026 could be massive

    GRV.ASX: Uranium boom incoming—2026 could be massive
    Nov 12 2025
    Greenvale Energy Stock Co (GRV.ASX) is drawing attention as uranium prices and the macro backdrop boost interest in Australian small-cap energy plays. In this clip from the Noosa Mining Conference, James Rearland and Alex Shearsman discuss GRV's uranium-focused strategy: a recent drilling program is completed, follow-up targets are in play, and field work is planned for early next year with uranium at the core of the plan. The interview captures investor reception at the conference (roughly 750 attendees) and the story GRV is telling to the market. We outline what to watch next and how this could translate into a meaningful catalyst in 2026 amid a favourable macro environment. What we cover: - A quick snapshot of GRV.ASX and its strategy - Latest drilling progress and upcoming field work - Why uranium demand and macro momentum could drive value in 2026 - How to interpret the latest filings and investor conversations Timestamps: 00:00 Intro – Noosa Mining Conference update and GRV story 00:20 30-second overview – drilling, follow-up targets, early next year focus on uranium 00:40 Macro momentum – uranium demand and macro backdrop ahead of 2026 01:10 What’s next – field work, timing, and catalysts 01:30 Wrap – investor reception and where to look for updates If you’re tracking uranium plays or the Australian small-cap scene, subscribe for updates and review the latest company filings to form your own view. ⚠️ 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/lithium-success-neil-biddle-bitumen-greenvale-mining-evs-need 🔎 More on this company: https://smallcaps.com.au/stocks/asx-grv/ ⸻ 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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  • Galan Lithium on track for 2026 production amid lithium demand rally (GLN.ASX)

    Galan Lithium on track for 2026 production amid lithium demand rally (GLN.ASX)
    Nov 12 2025
    In this ASX small-cap update, James Whelan of SmallCaps.com.au sits down with Galaan Lithium’s JP at the Noosa Mining Conference. Galaan Lithium is a leading lithium developer in construction, with first production planned in the near term and full funding in place to bring that production online. Key points: - Galaan reports it is fully funded for first production and lists Clean Elements as a major shareholder; the interview also features Cameron Standup from Othium. - The company expects to begin production in mid next year, with broader production timelines targeting around 2026. - A Sydney-built plant will be shipped to Chile, then to Argentina (Sambal) as part of the plan to bring production online. - Rising lithium demand—driven by EVs, data centres, and stationary storage—continues to support the case for Galaan and other lithium developers. Timestamps: 0:00 Intro — Noosa Mining Conference interview with Galaan Lithium (GLN.ASX) 0:25 Galaan Lithium at a glance and funding 1:15 Production timeline and milestones 2:00 Logistics: shipping the Sydney-built plant to Chile and Argentina 2:45 Lithium demand drivers and market context 3:30 Leadership, shareholders and supporters 4:15 What’s next for Galaan — production mid next year and 2026 outlook 5:00 Wrap-up If you found this update useful, consider subscribing for more ASX small-cap analysis and click the bell to get notified about Galaan Lithium and other opportunities. ⚠️ 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/galan-lithium-key-funding-offtake-fast-track-hombre-muerto-west https://smallcaps.com.au/galan-lithium-granted-phase-2-mining-permit-hombre-muerto-west-project https://smallcaps.com.au/galan-lithium-advances-hmw-offtake-prepayment-capital-raise https://smallcaps.com.au/galan-lithium-capital-raising-fund-hombre-muerto-west-development https://smallcaps.com.au/weekly-wrap-earnings-season-leaves-asx-200-higher 🔎 More on this company: https://smallcaps.com.au/stocks/asx-gln/ ⸻ 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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