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Artwork for The Hole Truth: Mining Investment Podcast

The Hole Truth: Mining Investment Podcast

Resources Rising Stars
Kalgoorlie
Copper
Tin
Lithium
Uranium
Chalice Mining
Brownfields Gold Exploration
Mining
Rare Earths
Gold
Western Australia
Electric Vehicles
Bauxite
Arrow Minerals
Coogee Project
Eureka Project
Javelin Minerals
China
Greenvale Energy
Market Capitalization

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: M... more

PublishesWeeklyEpisodes100Founded3 years ago
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Artwork for The Hole Truth: Mining Investment Podcast

Latest Episodes

Solstice Minerals has a major copper discovery in Western Australia and

appears set to develop a super pit of copper 100 kilometres south of Meekatharra.

Guest Bio

Nick Castleden is Managing Director and CEO of Solstice Minerals Limited (ASX: SLS)... more

YouTube

Noronex has put its foot on a substantial tin project in Alaska. It has a historical resource, and the emphasis will be on establishing a JORC resource and then growing this to capitalise on booming global demand for tin. Tin is on the US Critical Mi... more

Lac Gold has 1.66 million ounces of resources at the Rouyn Gold Project in Canada. Two rigs now drilling, with the potential to add a third or even a fourth. The name of the game is to grow the resource in what is a highly desirable address for gold ... more

Tetragon Energy has just listed on the ASX. It holds some highly prospective acreage off the Philippines coast. It aims to bring in a big multinational partner to help fund the exploration program, in the hope of making a major oil and gas discovery.... more

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Recent Guests

Nick Castleden
Managing Director of Solstice Minerals
Solstice Minerals
Episode: Solstice Minerals' Major Copper Discover in WA - Nick Castleden (ASX: SLS)
James Thompson
Chief Executive Officer of Noronex
Noronex
Episode: Noronex: On the Tin Trail in the US | James Thompson (ASX: NRX)
Andrew Stocks
Managing Director of Lac Gold
Lac Gold
Episode: Lac Gold, Taking a Big Canadian Resource and Making It Even Bigger - Andrew Stocks & Matthew Keegan (ASX: LAC)
Matthew Keegan
Executive Director, Geologist
Lac Gold
Episode: Lac Gold, Taking a Big Canadian Resource and Making It Even Bigger - Andrew Stocks & Matthew Keegan (ASX: LAC)
Conrad Todd
Managing Director, Tetragon Energy
Tetragon Energy
Episode: Tetragon hunting for oil and gas elephants in the Philippines - Conrad Todd (ASX: TET)
Matthew Allen
Managing Director of Andean Silver (formerly Chief Executive)
Andean Silver
Episode: Andean Silver outlines three key value drivers - Matthew Allen (ASX: ASL)
David DeTata
Managing Director of Strategic Energy Resources
Strategic Energy Resources (SER)
Episode: A Ticket in a Very Attractive Exploration Lottery - David DeTata (ASX: SER)
Neil Biddle
Chairman of Greenvale
Greenvale
Episode: Greenvale goes hunting in the Northern Territory - Neil Biddle & Alex Cheeseman (ASX: GRV)
Alex Cheeseman
Managing Director
Greenvale
Episode: Greenvale goes hunting in the Northern Territory - Neil Biddle & Alex Cheeseman (ASX: GRV)

Host

Paul Armstrong
Host of The Hole Truth

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Talking Points

Recent interactions between the hosts and their guests.

Noronex: On the Tin Trail in the US | James Thompson (ASX: NRX)
Q: What is the expected path to a modern JORC resource?
Use the existing historic data and high-quality core held in Anchorage, apply modern geochemical tools like XRF/LIBS, and conduct targeted drilling to convert the historic resource into a JORC-compliant resource.
Noronex: On the Tin Trail in the US | James Thompson (ASX: NRX)
Q: How does the option to buy work and when will you settle the deal?
Noronex signed a 60-day due diligence period to evaluate the project and plans to settle the deal in September after completing due diligence.
Noronex: On the Tin Trail in the US | James Thompson (ASX: NRX)
Q: What attracted Noronex to the Sleitat project in Alaska?
The combination of a historical tin resource with open-ended potential at depth and along trend, plus the strategic fit of acquiring a US-based, domestically-focused critical mineral project that aligns with rising US demand and policy support.
Lac Gold, Taking a Big Canadian Resource and Making It Even Bigger - Andrew Stocks & Matthew Keegan (ASX: LAC)
Q: What makes this project different from a typical deposit, and how do you plan to grow it?
The asset is viewed as a whole gold system, not just a pocket of ore; growth comes from extensive drilling to define large halos, extending strike, depth, and ultimately building a multi-million-ounce resource as the market improves its recognition of the system's size.
Lac Gold, Taking a Big Canadian Resource and Making It Even Bigger - Andrew Stocks & Matthew Keegan (ASX: LAC)
Q: Andrew, how did you come to acquire 1.6 million ounces and bring it to the ASX effectively?
We evaluated the deal as straightforward financing with vendor terms, then chose to IPO, and ultimately merged with Ardiden to accelerate market access and leverage a broader asset base while preserving low-risk structure.

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Frequently Asked Questions About This Podcast

What is This Podcast about and what kind of topics does it cover?

This show centers on mining and resource investments, featuring in-depth conversations with senior leaders and strategic thinkers about project economics, deal-making, and the shifting global supply chains that influence commodity markets. Episodes frequently cover lithium, vanadium, gold, copper, uranium, and critical minerals, with a strong emphasis on project timelines (drill programs, Feasibility Studies, and FIDs), capital formations, partnerships with large backers or strategic buyers, and how geopolitical and policy shifts shape investment theses. Listeners gain practical insight into asset valuations, risk factors, and the mechanics of funding both early-stage exploration and development-stage assets, along with a clear view of how ... more

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1. Money of Mine
2. The Explorers Podcast with Barry FitzGerald
3. The Rules of Investing
4. Buy Hold Sell, by Livewire Markets
5. Mining Stock Education

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this podcast launched 3 years ago and published 100 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on this podcast?

Recent guests on this podcast include:

1. Nick Castleden
2. James Thompson
3. Andrew Stocks
4. Matthew Keegan
5. Conrad Todd
6. Matthew Allen
7. David DeTata
8. Neil Biddle

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