Kairos Minerals is into lithium, it's into gold and it's right into Western Australia. Kairos has just done a deal with Global Lithium, a much bigger lithium company, which has taken a 10% stake in Kairos, the company's now loaded with money. It's got some great exploration projects around Kalgoorlie and in the Pilbara. Lithium and gold are Kairos' two key assets, they've got plenty of growth, plenty of action and now they've got plenty of money.
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Produced by Resource Media
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The Hole Truth is a product of Read Corporate.
Please note that Read Corporate does not provide investment advice and investors should seek personalised advice before making any investment decisions.
Jul 3, 2023
18 min
Auteco Minerals owns the Pickle Crow gold project in Canada. Pickle Crow has a resource of 2.8-million ounces at a whopping 7.2-grams a tonne, but the company has a valuation of just 62-million dollars, that equates to about 20 odd dollars per ounce. Chief Executive Darren Cooke, says the stock is cheap but it's not the only gold stock which would appear to be undervalued in this market. That said, it's highly leveraged to a pop in the gold price and to further growth in the resource. Particularly close to the surface where the company believes it could be onto an open cut proposition where it currently has about a million ounces within 250m of the surface. Drilling is ongoing, various studies are taking place and Auteco is well placed to capitalise on an increase in the gold price and further growth at Pickle Crow.
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Produced by Resource Media
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The Hole Truth is a product of Read Corporate.
Please note that Read Corporate does not provide investment advice and investors should seek personalised advice before making any investment decisions.
Jun 26, 2023
16 min
PolarX just announced a big increase in their resource at its Caribou Dome Project in Alaska. A resources increase of 160% elevates PolarX and its project to development status, but development is not the only card on the table. The company is determined to create value by continuing to grow that resource and also pursue its gold exploration projects. With Northern Star as a major shareholder the company has every reason to be confident in the outlook. Jason Berton, the Managing Director, gave us some great insights into why he believes the fun is just starting for PolarX and its shareholders.
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Produced by Resource Media
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The Hole Truth is a product of Read Corporate.
Please note that Read Corporate does not provide investment advice and investors should seek personalised advice before making any investment decisions.
Jun 19, 2023
21 min
Bellevue Gold is Australia's next major gold producer, with the first bars set to be poured at its WA project in the December quarter of this year. Managing Director Darren Stralow leads this first-class team as it heads down the home straight. In this episode of The Hole Truth Podcast, he provides some candid insights into how he is sleeping as Bellevue prepares to flick the switch and ramp up to 200,000oz a year. As a former Northern Star executive, Stralow has a wealth of experience, as does his team. When this is combined with the high-grade orebody at Bellevue and the prospect of production and cashflow fast-approaching, it is easy to understand why analysts see a share price re-rating heading the Company's way.
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Produced by Resource Media
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The Hole Truth is a product of Read Corporate.
Please note that Read Corporate does not provide investment advice and investors should seek personalised advice before making any investment decisions.
Jun 12, 2023
25 min
The world needs nickel for lithium batteries. Lots of it. And not just any nickel, but a particular type known as nickel sulphides. In this episode of The Hole Truth Podcast, Centaurus Metals Managing Director Darren Gordon explains why his company’s huge Jaguar nickel project in Brazil is perfectly positioned to capitalise on this demand. And he discusses how the recent fall in the company’s share price due to softer markets, combined with the strong upcoming newsflow, presents investors with an opportunity.
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Produced by Resource Media
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The Hole Truth is a product of Read Corporate.
Please note that Read Corporate does not provide investment advice and investors should seek personalised advice before making any investment decisions.
Jun 5, 2023
18 min
This is a live recording from the main stage of Resources Rising Stars conference on the Gold Coast, between Read Corporate Managing Director Nicholas Read and Australia's newest billionaire Tim Goyder. They chatted about what made Liontown so successful, the great lithium discovery, their takeover approach from Albermarle and his philosophy on making money for shareholders through small and mid-cap resources companies. Tim calls a spade a spade and put on a great show for investors.
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Produced by Resource Media
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The Hole Truth is a product of Read Corporate.
Please note that Read Corporate does not provide investment advice and investors should seek personalised advice before making any investment decisions.
May 29, 2023
18 min
There is no shortage of so-called sharemarket experts and commentators. But cutting through their waffle and jargon can just add to the challenges facing investors. This is where Hedley Widdup comes to the rescue. Widdup is the investment manager at ASX-listed Lion Selection Group (ASX: LSX). A specialist resources investor with many years’ experience, he delivers valuable insights into the key issues for investors. In this episode of The Hole Truth, Widdup discusses the outlook for the gold price, interest rates, copper and lithium. The chat was recorded before a live audience at the Resources Rising Stars conference on the Gold Coast, where Widdup was a keynote speaker.
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Produced by Resource Media
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The Hole Truth is a product of Read Corporate.
Please note that Read Corporate does not provide investment advice and investors should seek personalised advice before making any investment decisions.
May 22, 2023
21 min
Calidus Resources may be a young gold producer. But the Company has already had a few ups and downs in its short life. As Managing Director Dave Reeves explains, the share price soared through $1 as Calidus built its Warrawoona gold project in the Pilbara on time and on budget. But a perfect storm, including covid, a lack of water and a falling gold price hit as commissioning got underway, taking the price down to around 20c. But Reeves says these challenges have been overcome. Production is rising, the company is making money, there is plenty of growth to come and the gold price is looking very strong. Plus, Calidus is eyeing a spin-off of its WA lithium assets. All this prompts Reeves to describe Calidus as the most under-valued gold stock on the ASX.
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Produced by Resource Media
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The Hole Truth is a product of Read Corporate.
Please note that Read Corporate does not provide investment advice and investors should seek personalised advice before making any investment decisions.
May 15, 2023
17 min
The uranium is price is climbing - and widely tipped to keep rising - as the world turns to nuclear power for reliable, affordable, carbon-free energy. The timing looks perfect for 92 Energy, which just unveiled bonanza drilling results at its Gemini discovery in Canada. Managing Director Siobhan Lancaster explains why the results are a game-changer for 92, saying Gemini's potential has shifted up to a whole new level.
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Produced by Resource Media
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The Hole Truth is a product of Read Corporate.
Please note that Read Corporate does not provide investment advice and investors should seek personalised advice before making any investment decisions.
May 9, 2023
14 min
Sunstone Metals MD Malcolm Norris and his team are already credited with two world-class copper-gold discoveries. And now they are working to complete the hat-trick. In this episode of The Hole Truth, Norris talks about their latest find, which is a multi-million-ounce gold resource in the south of Ecuador, and why they think they are on the cusp of another big discovery in northern Ecuador. Norris says he believes the company is seriously under-valued by the market - but thinks some drilling results expected over the next couple of weeks could change that. He is one of Australia's most highly-regarded geologists, but success certainly hasn't gone to his head, as you will hear in this chat.
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Produced by Resource Media
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The Hole Truth is a product of Read Corporate.
Please note that Read Corporate does not provide investment advice and investors should seek personalised advice before making any investment decisions.
May 1, 2023
19 min
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