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Artwork for The Hole Truth: Mining Investment Podcast

The Hole Truth: Mining Investment Podcast

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

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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InvestingBusiness NewsNewsBusiness

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Artwork for The Hole Truth: Mining Investment Podcast

Latest Episodes

AusQuest has outlined a big copper footprint at its project in Peru. Extensive shallow mineralisation has already been defined. The question is, is there high-grade material below this? The company is just starting a deep drilling programme in the ho... more

PMET is closing in on a key economic assessment of a huge lithium project in Canada. The project is set to be the fifth biggest budget main producer in the world. Meaning it is ideally placed to be a key supplier to North American and European market... more

Australian Vanadium has put its hands up to build a big battery storage system in Kalgoorlie. The company plans to produce the key ingredient — vanadium electrolyte — using its own technology and plant for that battery. It believes that the Kalgoorli... more

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Firefly Metals (ASX: FFM) owns the Green Bay Copper-Gold Project in Canada. It's been one of the great success stories in this space over the past two years. Another resource update and economic studies are pending, and the company has just completed... more

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Recent Guests

Ken Brinsden
Managing Director of PMET Resources
PMET Resources
Episode: PMET Positioned to Capitalise on Lithium Resurgence | Ken Brinsden – PMET Resources (ASX: PMT)
Graham Arvidson
Chief Executive of Australian Vanadium
Australian Vanadium
Episode: Graham Arvidson, Chief Executive Officer of Australian Vanadium (ASX: AVL)
Steve Parsons
Managing Director of Firefly Metals
Firefly Metals
Episode: Firefly Soars With 10 Drill Rigs, News Flow Aplenty, and the Bellavista Transaction Completed | Steve Parsons (ASX: FFM)
Shane Pike
Managing Director, Great Western Exploration
Great Western Exploration
Episode: In Search of the Next DeGrussa | Great Western Exploration | Shane Pike (ASX: GTE)
Jeff Sansom
Chief Executive Officer
Alicanto Minerals
Episode: Alicanto’s Prize in WA’s Eastern Goldfields | Jeff Sansom (ASX: AQI)
Andrew Paterson
Managing Director, Great Boulder Resources
Great Boulder Resources
Episode: Great Boulder’s Highly Mineralised Boulders | Andrew Paterson (ASX: GBR)
Luke McFadyen
Managing Director of Minerals 260 (MI6)
Minerals 260 (MI6)
Episode: Bullish at Bullabulling - Minerals 260 - Luke McFadyen (ASX: MI6)
Matt Healy
Executive Director and Chief Executive of Venari Minerals
Venari Minerals
Episode: Venari Minerals: Building One of America’s Highest-Grade Lithium Projects - Matt Healy (ASX: VMS)
Glenn Jardine
Managing Director, Bellavista Resources
Bellavista Resources
Episode: Unlocking Pickle Crow: Bellavista’s Strategy to Grow a 4Moz Canadian Gold System - Glenn Jardine (ASX: BVR)

Host

Paul Armstrong
Host of The Hole Truth and a seasoned finance journalist with over 30 years of experience in the resources sector, bringing valuable insights and knowledge.

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Talking Points

Recent interactions between the hosts and their guests.

CZR Cashed Up, Drilling Flat Out With Mark Creasy As It's Biggest Shareholder – Stefan Murphy (ASX: CZR)
Q: What is the significance of Edamurta in CZR's portfolio and what are the next steps?
Edamurta represents a large VMS system with strong conductors; the plan is to complete heritage work, then RC drill to test surface conductor plates, with parallel drilling to Croydon to maximize exploration efficiency.
CZR Cashed Up, Drilling Flat Out With Mark Creasy As It's Biggest Shareholder – Stefan Murphy (ASX: CZR)
Q: Why is Croydon the priority now, and what are the near-term plans there?
Croydon sits near major WA plays and hosts both epithermal surface potential and deeper intrusion targets; the plan is to push heritage surveys, complete a mapped geochemical picture, and drill Top Camp and Bottom Camp with a focus on expanding known zones and moving toward resource definition.
CZR Cashed Up, Drilling Flat Out With Mark Creasy As It's Biggest Shareholder – Stefan Murphy (ASX: CZR)
Q: How does the $75 million cash in the bank change CZR's approach to exploration and growth?
It gives us a genuine, dollar-for-dollar market cap in cash terms, allowing us to drill aggressively on Croydon while continuing to advance Edamurta and other assets; the liquidity removes the bottleneck that previously held back exploration and potential future transactions.
PMET Positioned to Capitalise on Lithium Resurgence | Ken Brinsden – PMET Resources (ASX: PMT)
Q: You would feed North American battery groups and European groups. Is that still the plan?
Yes, PMET positions itself to supply Western-facing battery and cathode ecosystems, leveraging its scale, grade, and diversified product flow to underwrite regional supply chains while remaining competitive with traditional suppliers.
Centaurus Metals: a Classic Countercyclical Investment Opportunity – Darren Gordon (ASX: CTM)
Q: What is the core investment thesis for Jaguar Nickel in the context of the current nickel cycle?
The host asks why the Jaguar project is attractive now; the guest explains that nickel has bottomed or is near bottom, costs are competitive, and strategic partnerships could unlock value by funding the project at a favorable valuation while providing long-term supply security for nickel products.

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Frequently Asked Questions About This Podcast

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

The focus is predominantly on the mining and resources sector, particularly around investment opportunities and innovations within various companies. Episodes typically feature interviews with industry leaders discussing their projects, financial strategies, and the broader economic factors influencing the market. Noteworthy discussions include breakthroughs in technology, upcoming projects, and the impacts of geopolitical changes on resource extraction and production. The podcast serves a diverse audience ranging from seasoned investors to those newly interested in mining, providing critical insights into market trends and company performances.

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Which podcasts are similar to this podcast?

These podcasts share a similar audience with this podcast:

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

How many episodes of this podcast are there?

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. Ken Brinsden
2. Graham Arvidson
3. Steve Parsons
4. Shane Pike
5. Jeff Sansom
6. Andrew Paterson
7. Luke McFadyen
8. Matt Healy

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