『The Hole Truth: Mining Investment Podcast』のカバーアート

The Hole Truth: Mining Investment Podcast

The Hole Truth: Mining Investment Podcast

著者： Resources Rising Stars
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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: Mining Investment Podcast is a deep dive into the inner workings of those resources companies which are making things happen, quizzing those in charge about their projects, their prospects, the challenges they face and the opportunities they offer to investors. Whether you’re an investor, industry professional, or simply interested in the latest developments in mining, energy, and resources, The Hole Truth is the podcast for you. Join Paul and his guests to hear about the latest investment opportunities in the resources sector. Produced by Resource Media ———— The Hole Truth: Mining Investment Podcast 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.Copyright 2023 All rights reserved. 個人ファイナンス 政治・政府 経済学
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  • Xpedra's Sensational Gold Results in New South Wales - Scott Funston (ASX: XPD)

    Xpedra's Sensational Gold Results in New South Wales - Scott Funston (ASX: XPD)
    2026/09/21

    Xpedra has generated some sensational drilling results from its Springfield gold project in New South Wales. The company and the project appear to be at an inflection point. Another round of drilling is about to start. There's plenty of gold. It's just a question of how much.

    Produced by Resource Media

    The Hole Truth: Mining Investment Podcast 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.

    Resources

    LinkedIn: https://www.linkedin.com/showcase/the-hole-truth-podcast

    YouTube: https://youtube.com/playlist?list=PLI4sZkSfEpPi_u7OrD7lQ-tZHbdy6EhCC

    Website: https://resourcesrisingstars.com.au/the-hole-truth-podcast/

    Instagram: https://www.instagram.com/theholetruthpodcast/

    Company website: https://xpedraresources.com/
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    16 分
  • Unlocking the Gateway at Gateway | Richard Pugh (ASX: GML)

    Unlocking the Gateway at Gateway | Richard Pugh (ASX: GML)
    2026/09/15
    Gateway appears to have cracked the code at its Yandal Gold Project in Western Australia, with some cracking results. The upside now could be huge. Guest bio Richard Pugh is Chief Executive Officer of Gateway Mining Limited (ASX: GML), a Perth-based gold explorer whose flagship Yandal Gold Project covers 1,780 square kilometres on the eastern flank of the Yandal greenstone belt in Western Australia, alongside the Glenburgh South and Barrelmaker projects. Pugh is a geologist with more than 18 years of industry experience, having worked as a senior consulting geologist and exploration manager for ASX-listed explorers. He came to Gateway with the ground already familiar. As Technical Director of the Yandal Gold Project at Strickland Metals, he ran the work that turned Millrose from an unloved asset into a $61 million sale to Northern Star Resources, and led the drilling at Horse Well that more than doubled the resource there and established what controls the gold along the belt. Gateway acquired the Yandal project from Strickland in August 2025 for $45 million in convertible preference shares, and Pugh was appointed Chief Executive Officer shortly afterwards. Pugh holds a Bachelor of Science in Exploration and Resource Geology from Cardiff University and is a Member of the Australian Institute of Geoscientists, acting as Competent Person under the JORC Code for the company's results. He works alongside Executive Chairman Andrew Bray, a foundation shareholder and former Chief Executive Officer of Strickland Metals, and Non-Executive Directors Anthony McClure, David Morgan and David Crook. Produced by Resource Media The Hole Truth: Mining Investment Podcast 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. Resources LinkedIn: https://www.linkedin.com/showcase/the-hole-truth-podcast YouTube: https://youtube.com/playlist?list=PLI4sZkSfEpPi_u7OrD7lQ-tZHbdy6EhCC Website: https://resourcesrisingstars.com.au/the-hole-truth-podcast/ Instagram: https://www.instagram.com/theholetruthpodcast/ Company website: https://www.gatewaymining.com.au/ Key Insights Five years of watching where gold sits, and where it doesn't, produced a four-box checklist. Pugh frames the Cowza discovery as an overnight success five years in the making. Working across Millrose and Horse Well from 2021, he and his team noticed that the deposits behaving best were the ones sitting on a particular contact. Palomino and Warmblood, the two largest at Horse Well, sit on a mafic-intermediate contact, run high grade, plunge north and remain open in fresh rock. Bronco and Marwari, formed in the footwall, carried good oxide and transitional gold but had no contact for the gold to drop out against, so they stayed shallow. From those observations came four criteria: the mafic-intermediate contact, evidence of fluid flow in the form of demagnetised zones where the fluid has stripped magnetite from the rock, northeast-trending structures creating the gaps for gold to settle into, and a position on the Celia Shear. Cowza jumped out of the dataset more than anywhere else. The first test of the thesis in fresh rock returned 41 metres at 2 grams per tonne. Cowza had been drilled in the 1990s by Eagle Mining, which found good oxide and transitional results in the southern part of the prospect but nothing with roots underneath. Gateway pulled the historic chips, sent them for multi-element analysis and found a single rock type with no mafic component, which said the contact they wanted was further east. Three lines of aircore on that contact returned 4 metres at 3 grams per tonne and 4 metres at 4.7 grams per tonne. Cowza ticked every box: 4.5 kilometres of demagnetisation, buffered against two northeast-trending structures on the Celia lineament, and now a proven mafic-intermediate contact. Six reverse circulation holes were then drilled into fresh rock beneath the oxide intercepts. The first punched through a 40-metre-wide shear zone and returned 41 metres at 2 grams per tonne gold from 104 metres, including 9 metres at 7.5 grams per tonne. As Pugh puts it, the hypothesis was right. The checklist travels, and there is more than 13 kilometres of strike to run it across. The value of a repeatable set of criteria is that it can be pointed at ground nobody has drilled. Gateway announced one such target on the morning of this interview: Pewy, a Cowza look-alike sitting south of the Ward prospect along the Celia Shear, with three kilometres of demagnetisation on the mafic-intermediate contact and no drill testing to date. Flanking aircore has already returned 8 metres at 1 gram per tonne to the south and 4 metres at 1.4 grams per tonne to the north, which Pugh reads as everything vectoring towards the demagnetised zone. With Cowza, Celia South and Ward's seven-kilometre trend, the known mineralised corridor runs beyond 13 ...
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    14 分
  • The Kaoko copper cracker | Gerard O'Donovan (ASX: KAO)

    The Kaoko copper cracker | Gerard O'Donovan (ASX: KAO)
    2026/09/07
    Kaoko's share price has run wild on the back of the first two holes at its copper project in Namibia. The company is clearly onto something. The only question is, how big is it? Guest bio Gerard O'Donovan is Managing Director and Chief Executive Officer of Kaoko Metals Limited (ASX: KAO), a West Perth-based explorer advancing the Chalkos Copper-Silver Project in Namibia's Kaoko Copper Belt and the Karibib Copper-Gold-Tungsten Project in the Damara Belt. O'Donovan brings more than 18 years of experience across exploration, project development and mining operations, spanning IPO delivery and growth-stage resources companies. Before co-founding Kaoko, he held roles with Pilbara Minerals, Fortescue Metals Group and Rio Tinto. He formed the company in 2024 with geologists Callum Standing and Harry Madley around a deliberately contrarian strategy of true greenfields exploration in highly prospective ground, and took Kaoko to the ASX in May 2026 through a $6.5 million IPO at 20 cents a share. O'Donovan holds a Bachelor of Engineering (Civil and Structural, Honours) and is the company's largest individual shareholder. He is joined on the board by Non-Executive Chair Mark Thompson, founder of Talga Group and Catalyst Metals, and Non-Executive Director Jody Dahrouge of Dahrouge Geological Consulting. Produced by Resource Media The Hole Truth: Mining Investment Podcast 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. Resources LinkedIn: https://www.linkedin.com/showcase/the-hole-truth-podcast YouTube: https://youtube.com/playlist?list=PLI4sZkSfEpPi_u7OrD7lQ-tZHbdy6EhCC Website: https://resourcesrisingstars.com.au/the-hole-truth-podcast/ Instagram: https://www.instagram.com/theholetruthpodcast/ Company website: https://kaokometals.com.au/ Key Insights Two holes from one drill pad delivered broad, shallow visual copper at Otniel. Kaoko's maiden diamond program at the Otniel prospect drilled two holes from a single pad, angled in opposite directions roughly 60 metres apart at depth. DDOT001 returned 51.83 metres of visible copper mineralisation from 39.27 metres, including 17.20 metres of strong visible mineralisation from 58.37 metres. DDOT002 went better again with 60.25 metres from 36.65 metres, including a 32.36-metre zone of strong visible mineralisation from 59.30 metres, where chalcocite and malachite were estimated at 5 to 8 per cent and native copper at around 4 per cent between 86.40 and 91.66 metres. O'Donovan describes the moment the first core came out of the tube as a "holy moly" moment, with chair Mark Thompson telling him on site, "this isn't normal." Holes three and four have stepped out 75 metres either way and drilling is continuing. Until the assays land, the mineralogy is the story. O'Donovan is careful to point out that these are visuals rather than grades, with assays four to six weeks away. What the logging has confirmed is a copper mineral suite that reads well: malachite as an oxide, chalcocite as a secondary sulphide that can carry up to 80 per cent copper, and chalcopyrite as a primary sulphide, alongside cuprite, native copper and dioptase, a gem-quality mineral collectors buy in its own right. Mylonitisation zones in both holes coincide with the strongest mineralisation, pointing to structural control on where the copper sits. The presence of primary sulphides also feeds the bigger question O'Donovan wants answered, which is where the source of the system lies at depth. A ten-bagger in four months, built on grassroots conviction that the market initially passed on. Kaoko listed on the ASX in May 2026 at 20 cents with a market capitalisation of roughly $12.1 million and $6.5 million in the bank, on the back of an 80,000-hectare land package with high-grade surface expressions including 69.6 per cent copper and 2,030 grams per tonne silver. O'Donovan is candid that plenty of investors he pitched told him there was "not enough meat on the bone." The stock closed at $2.50 the day before this interview. He credits the foundation shareholders who backed a genuine greenfields story when the fashion was for advanced assets, and frames his job simply as custodian of shareholder money. The raise came in well above target, funding a second rig and a second work front. O'Donovan went to market targeting $15 million at $2.20 a share. The book closed at $20 million from institutional investors, taking Kaoko's cash position beyond $24 million before costs and settling on 14 September. The money brings a second diamond rig to Chalkos through drilling partner Optima, allowing the company to keep testing Otniel while opening up Donkey Hill, 2.2 kilometres away, within weeks. O'Donovan is deliberate about who comes onto the register, wanting new shareholders aligned with a technically driven, methodical approach rather than a quick trade. One prospect drilled inside 800 ...
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    24 分
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