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Artwork for The Hole Truth: Mining Investment Podcast

The Hole Truth: Mining Investment Podcast

Resources Rising Stars
Kalgoorlie
Lithium
Uranium
Copper
Tin
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
Energy Transition Minerals

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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InvestingNewsBusiness NewsBusiness

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Artwork for The Hole Truth: Mining Investment Podcast

Latest Episodes

Description: Strategic Energy Resources is about to embark on an extensive drilling campaign at three copper and gold projects in Queensland. Two of these will be funded by big JV partners. There's known mineralisation at each. The drill rigs will be... more

Greenvale has just put its foot on a big lump of land. It says it's highly prospective for uranium in the Northern Territory. It already has extensive known mineralisation and resources, but it believes this is just the start of the game. The explora... more

Killi Resources (ASX: KLI) has just acquired an exceptional iron ore project in Western Australia. It will produce iron ore which is very different from anything else produced in Australia. Killi Resources has just acquired an exceptional iron ore pr... more

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

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Recent Guests

Alex Cheeseman
Managing Director
Greenvale
Episode: Greenvale goes hunting in the Northern Territory - Neil Biddle & Alex Cheeseman (ASX: GRV)
Hamish Halliday
Director, Killi Resources
Killi Resources
Episode: Killi Kills It with Iron Ore Acquisition - Hamish Halliday (ASX: KLI)
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)
Oliver Davies
Managing Director, Sky Metals
Sky Metals
Episode: Tallebung Tin Project Adds Tungsten to Its Arsenal | Sky Metals | Oliver Davies (ASX: SKY)
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)

Host

Paul Armstrong
Host of The Hole Truth

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Apple Podcasts
#136
Australia/Business/Investing
Apple Podcasts
#202
Poland/Business/Investing

Talking Points

Recent interactions between the hosts and their guests.

Greenvale goes hunting in the Northern Territory - Neil Biddle & Alex Cheeseman (ASX: GRV)
Q: How do macro uranium prices and energy market dynamics affect your strategy, especially with Europe recognizing uranium as green energy?
Macroeconomic tailwinds, including demand from China/US and Europe's green energy classification, support a longer cycle of investment; we plan to raise capital, drill, and push discoveries forward in a longer-term cycle rather than chasing short-term spikes.
Greenvale goes hunting in the Northern Territory - Neil Biddle & Alex Cheeseman (ASX: GRV)
Q: But why hasn't the drill rig already turned those targets into a resource, given the apparent potential?
Fukushima and the subsequent price collapse limited junior funding; only recently has uranium pricing and macro momentum improved enough to justify drilling and accelerating exploration in this underexplored area.
Greenvale goes hunting in the Northern Territory - Neil Biddle & Alex Cheeseman (ASX: GRV)
Q: This area has a name and a geological setup. What are the deposits you're targeting and why is this regarded as a high-potential uranium province?
The Thunderball deposit sits at the northern edge of a major fault zone with multiple radiometric targets; the geology mirrors a proven, world-class uranium hosting style, with high-grade potential along a long structural corridor and multiple paleo-channel targets.
Greenvale goes hunting in the Northern Territory - Neil Biddle & Alex Cheeseman (ASX: GRV)
Q: Neil, you're the proud owner of a big lump of land in the Northern Territory. What are you doing?
We're acquiring a 2,500 square kilometre block with high prospectivity, focusing on Thunderball and adjacent targets; the plan is to drill, define extensions, and move toward a 2012-compliant updated resource while expanding exploration across the package.
Killi Kills It with Iron Ore Acquisition - Hamish Halliday (ASX: KLI)
Q: How does this project fit into global steelmaking trends?
The focus is on supplying a DR-grade, high-purity magnetite feed suitable for electric arc furnaces, which are expanding globally as cheaper, cleaner steel production becomes the standard; this creates a compelling premium market dynamic for the product.

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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. Mining Stock Education
4. The Rules of Investing
5. Buy Hold Sell, by Livewire Markets

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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. Alex Cheeseman
2. Hamish Halliday
3. Ken Brinsden
4. Graham Arvidson
5. Steve Parsons
6. Oliver Davies
7. Shane Pike
8. Jeff Sansom

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