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John McFadyen Podcasts
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 whi ...
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Sipa No Sleeper As Drilling Gets Underway In South Australia - Andrew Muir (ASX: SRI)
14:12
14:12
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14:12Sipa Resources (ASX: SRI) has started drilling at its new South Australian gold projects. The projects already host known mineralisation and are located close to other well established big deposits. The company is poised for strong news flow as it moves the rigs from one area to the next. Managing Director Andrew Muir, is a highly regarded mining e…
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Firetail Joins the US Trail – Glenn Poole (ASX: FTL)
15:30
15:30
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15:30Firetail Resources (ASX: FTL) has just secured two outstanding gold projects in the US. It's another example of ASX companies unlocking the value of dormant North American projects. Some of the drilling results are absolutely spectacular and would win huge support if they were in Australia. Firetail plans to follow a well-worn path by applying its …
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Ausgold on Countdown to Production – John Dorward (ASX: AUC)
14:48
14:48
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14:48Ausgold (ASX: AUC) has just tabled the DFS on its Katanning Gold Project in WA. The study shows the project will generate very strong financial returns and the resource has strong scope to continue growing the inventory and mine life. John Dorward has over 25 years of experience in the mining and finance industries. Mr Dorward was the CEO of TSX-li…
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Andean Silver on the March in Chile - Tim Laneyrie (ASX:ASL)
16:58
16:58
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16:58Silver is hot and Andean Silver (ASX: ASL) is one of the few ASX listed companies offering substantial exposure to the metal. The company already has a sizable resource and drilling results show that it is poised for substantial growth. This is against a backdrop of extensive M&A action in the silver space and more-and-more of the North American in…
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Sun Silver Riding the Silver Wave in Nevada - Andrew Dornan (ASX: SS1)
18:32
18:32
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18:32Sun Silver (ASX: SS1) positions itself as the most leveraged silver stock on the ASX. The company’s Maverick Springs Project already has a very big resource with scope to continue growing while upgrading the inferred resource to indicated status, carrying out metallurgical studies and preparing for a scoping study. ---- Produced by Resource Media -…
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In Like Flynn in Tasmania: Neil Marston – Flynn Gold (ASX: FG1)
16:30
16:30
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16:30Flynn Gold (ASX: FG1) has recently unveiled some highly promising results at the Grenadier Prospect which sits within the Golden Ridge Project in Tasmania. The results suggest it could be on to a significant discovery. The company has a market cap of just $12 million and many followers believe the area is an extension of the rich goldfields which h…
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David Southam - Cygnus Metals: A fresh copper-gold opportunity for investors (ASX: CY5)
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20:10The hunt is on for copper stocks which have not already run hard. Those with some gold, a resource and a proven management team are particularly sought after. In this episode, we speak to one such company which appears to tick all the boxes investors are now looking for. ---- Produced by Resource Media ---- The Hole Truth is a product of Read Corpo…
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Taz Aldaoud - PhosCo: Fertilizer to help feed the world (ASX: PHO)
21:48
21:48
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21:48PhosCo owns the big Gasaat phosphate project in Tunisia. After years of hard work behind the scenes, Gasaat looks set to have its day in the sun, with an important drilling program about to start followed by a BFS. PhosCo's strategy to create huge value is simple: Establish Gasaat as a world-scale phosphate project which generates vast wealth for t…
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Luke McFadyen - Minerals 260 Unlocking The Bullabulling Gold Project in WA (ASX: MI6)
13:52
13:52
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13:52Minerals 260 (ASX: MI6) has acquired the Bullabulling Gold Project in WA. It has a 2.3 million ounce resource but that all lies within 50 to 100 metres of surface. The company has just started an 80,000 metre drilling programme to grow this resource at depth and along strike. ---- Produced by Resource Media ---- The Hole Truth is a product of Read …
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Brett Mitchell - Javelin Minerals Aiming to Become Another Major Brownfields Gold Exploration Success Story (ASX: JAV)
15:27
15:27
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15:27Javelin Minerals (ASX: JAV) has two brownfields gold exploration projects near Kalgoorlie in WA. Both have established JORC resources and the company has active drilling programmes at each one. Both projects have been exposed to little or no modern exploration, have opened mineralisation and numerous targets to test. ---- Produced by Resource Media…
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Ian Bamborough - Saturn Prepares for Take-off at Apollo Hill Gold Project (ASX: STN)
20:02
20:02
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20:02Saturn Metals (ASX: STN) is developing a big heap leach gold project in WA’s eastern goldfields. The project has very low CapEx and OpEx forecasts giving it very strong cash margins and fast payback times. It will use well known technology and mining approaches to produce more than 120,000 ounces of gold a year. ---- Produced by Resource Media ----…
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Patriot Battery Metals: a Counter Cyclical Investment Opportunity (ASX: PMT)
24:12
24:12
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24:12There are now half a dozen reasons to believe that Patriot Battery Metals (ASX: PMT) may be a classic counter cyclical investment opportunity. Changing technology, geopolitical disputes that could open the door to growing demand for non Chinese lithium and battery chemicals and the fact that the share price has been sold off with other lithium stoc…
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Daniel Mamadou - Energy Transition Minerals And a Huge Rare Earths Prize (ASX: ETM)
29:12
29:12
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29:12Energy Transition Minerals (ASX: ETM) and a rare earths project at the centre of the growing geopolitical storm. ---- Produced by Resource Media ---- 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.…
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Derek Marshall - Trek on a Journey to Gold Discovery (ASX: TKM)
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15:26
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15:26Trek Metals is about to drill the Christmas Creek Project in the Kimberley. It knows it has high-grade gold on its hands. The question is, how much? ---- Produced by Resource Media ---- 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 befo…
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Richard Maddocks - Kingsland's Day About to Arrive (ASX: KNG)
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14:14
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14:14Kingsland Minerals (ASX: KNG) has the biggest graphite deposit in Australia. Tests are underway to prove the graphite is suitable for use in lithium batteries among others and has a very important major shareholder in Quinbrook Infrastructure Partners. ---- Produced by Resource Media ---- The Hole Truth is a product of Read Corporate. Please note t…
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Marc Ducler – Astral Resources (ASX: AAR) On a Mission to Production
22:48
22:48
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22:48Astral Resource (ASX: AAR) is developing the Mandilla Gold Project on the edge of Kalgoorlie, the PFS is due by June. Managing Director Marc Ducler is convinced the project will come into production with Astral’s name on it but given the number of big companies around the outside perhaps it might be taken over first. ---- Produced by Resource Media…
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Alex Dorsch - Chalice Mining Back in Business (ASX: CHN)
25:46
25:46
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25:46Chalice Mining (ASX: CHN) has just made a game changing announcement by revealing substantial changes to the way it processes the metals from its Gonneville Project. The new approach is expected to slash capital and operating costs while also de-risking the project. Alex Dorsch talks to us about why this is such a major breakthrough for Gonneville,…
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Neil Biddle - Pilbara Lithium Mastermind Shifts Into Uranium With Greenvale Energy (ASX: GRV)
16:26
16:26
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16:26Neil Biddle returns from Brisbane’s Sofitel, where the Resources Rising Stars Summer Series is in full swing. In this episode, the former Pilbara Minerals visionary recaps his breakthrough 2014 presentation and shares his journey over the past decade. Now leading Greenvale Energy into a new era, Neil explains how the company is pivoting into uraniu…
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Bill Beament - Develop Taste Production and Cashflow (ASX: DVP)
27:33
27:33
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27:33Bill Beament’s Develop (ASX: DVP) about to start printing cash as Woodlawn ramps up. ---- Produced by Resource Media ---- 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.…
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Paul L’Herpiniere - Strickland Metals (ASX: STK) A Big Serbian Porphyry Project With a Difference
22:55
22:55
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22:55Strickland Metals (ASX: STK) owns the monster project called Rogozna in Serbia, it has a resource of 5.4 million ounces of gold equivalent, it also owns the Yandal Gold Project in WA. The company has a series of resource updates planned for this year and drilling is set to resume in March. ---- Produced by Resource Media ---- The Hole Truth is a pr…
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David Flanagan - Arrow Minerals (ASX: AMD) - Flanagans’ Speeding Arrow
20:09
20:09
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20:09Arrow Minerals (ASX: AMD) has the rapidly growing Niagara Bauxite Project in Guinea on its hands. The first drilling programme is just being completed, the main JORC resource is coming in the next couple of months and that will be followed by a scoping study. ---- Produced by Resource Media ---- The Hole Truth is a product of Read Corporate. Please…
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Chris Stevens - Coda Minerals (ASX: COD) : An Opportunity for 2025
19:10
19:10
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19:10Those looking for fresh investment ideas for 2025 would do well to run their rule over Coda MInerals. The apparent disconnect between the value of the Company's Elizabeth Creek copper project in South Australia, where it has a resource of 1Mt of copper-equivalent, and its market cap of just $17m, is hard to ignore. Chief Executive Chris Stevens giv…
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Tim Laneyrie – Andean Silver (ASX: ASL) Set For More Growth at Cerro Bayo Project
10:07
10:07
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10:07In this episode of The Hole Truth, we dive into the remarkable journey of Andean Silver over the past 12 months. CEO Tim Laneyrie reflects on the company’s rapid growth following the acquisition of the Cerro Bayo Silver-Gold Project in Chile. With resource estimates skyrocketing from 25 million to 91 million ounces of silver equivalent, Tim explain…
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Richard Maddocks - Kingsland Minerals (ASX: KNG) Set To Crack Holy Grail of Downstream Mineral Processing
16:38
16:38
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16:38Kingsland Mineral (ASX: KNG) owns Australia's biggest graphite resource in the Northern Territory, it has just struck a game changing deal with a major infrastructure investor that will help develop the project with offtake contracts and the potential to supply renewable energy to the project. Tests underway are aimed at proving the graphite is per…
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Derek Marshall – Trek Metals (ASX: TKM) Has Christmas Come Early at Christmas Creek?
19:14
19:14
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19:14Trek Metals (ASX: TKM) has just unveiled high grade drilling results from its first program at the Christmas Creek Project in the Kimberley of WA. Results are extremely promising, the question is does Trek have WA's next big green fields gold discovery on its hands. ---- Produced by Resource Media ---- The Hole Truth is a product of Read Corporate.…
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David Flanagan - Arrow Minerals (ASX: AMD) David Flanagan's Arrow Targets Iron Ore and Bauxite Riches
18:50
18:50
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18:50David Flanagan's Arrow Minerals (ASX: AMD) is developing the Simandou North Iron Ore Project in Guinea and nearby the Niagara Bauxite Project. Both projects sit right next to the railway line being built by the Chinese. ---- Produced by Resource Media ---- The Hole Truth is a product of Read Corporate. Please note that Read Corporate does not provi…
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Andrew Dornan - James Bay Minerals (ASX:JBY) Snatches Big Nevada Gold Project
18:11
18:11
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18:11James Bay Minerals (ASX: JBY) has just acquired the Independence Gold Project in Nevada, USA. The project has a resource of 796,000 oz at 6.5 grammes per tonne, and the mineralisation remains open. The team behind James Bay is also the team behind the Sun Silver success. They plan to apply the same formula to create value through the drill bit. ---…
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Luke Hampson - Nimy Resources (ASX: NIM) Makes WA Copper Discovery
18:14
18:14
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18:14Nimy Resources (ASX: NIM) has set tongues wagging about its copper find in the WA outback. With assays of more than 2% copper and mineralisation open at depth and along strike, there is a growing view that Nimy may be on to the next big one. It has also hit high-grade gallium 15km away. Gallium is a highly strategic metal and the market is dominate…
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Neil Marston - Flynn Gold (ASX: FG1) In Like Flynn at Golden Ridge in Tasmania
12:37
12:37
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12:37Flynn Gold is exploring the Golden Ridge Project in Tasmania. MD Neil Marsten explains the significant mineralised footprint which has already been established, the Company’s upcoming Exploration Target and strategy to establish a maiden resource. With a market cap of ~$7m, Flynn is highly leveraged to ongoing exploration success. ---- Produced by …
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Patrick Duffy (ASX: STM) Sunstone on the March
11:12
11:12
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11:12Sunstone Metals (ASX: STM) has three discoveries in Ecuador covering gold, silver and copper. The discoveries are large with plenty of growth potential. Now the company is considering whether to partner with others to unlock their full value. ---- Produced by Resource Media ---- The Hole Truth is a product of Read Corporate. Please note that Read C…
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Ken Brinsden - Patriot Battery Metals (ASX: PMT) Patriot's Expat Talks EVs, Lithium and the Global Market
30:19
30:19
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30:19Patriot MD Ken Brinsden on the company’s extremely high grade lithium project in Canada, the US EV industry and the global lithium market. ---- Produced by Resource Media ---- 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 …
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Simon Lawson - Spartan Resources (ASX: SPR) The Core of a Great Discovery
9:31
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9:31This episode was recorded in Kalgoorlie at the Spartan Resources drill core display. The spectacular core from the Company's Dalgaranga gold project in WA was put on show as part of the Diggers and Dealers conference. In this episode, Spartan MD Simon Lawson takes us through the discovery, explains the drill core and what it tells us about the find…
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David Flanagan - Arrow Minerals (ASX: AMD) Agree to Acquire Bauxite Project in Guinea
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20:00David Flanagan's Arrow Minerals (ASX: AMD) has just secured the rights to a big bauxite project in Guinea. Bauxite prices are rising fast on the back of growing demand and falling supply. Flanagan thinks he's landed a winner and he's about to start drilling to find out a whole lot more about what's in the ground. ---- Produced by Resource Media ---…
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Rob Ryan - Rox Resources (ASX: RXL) It's all About Youanmi
16:07
16:07
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16:07Rox Resource (ASX: RXL) is on track to be an ASX listed 100,000 ounce a year gold producer at it's Youanmi Project in WA's Murchison region. The company’s PFS shows the project will be economically robust with low costs and there is scope for a significant increase in inventory and mine life. ---- Produced by Resource Media ---- The Hole Truth is a…
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George Bauk - Thunderbird Resources (ASX: THB) Thunderbirds Are Go At Uranium Project
20:58
20:58
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20:58Thunderbird Resources (ASX: THB) is about to start drilling at its Hidden Bay Uranium Project in Canada's Athabasca Basin. It has a market cap of just $7,000,000, the upside is immense and the company has plenty of cash to go with it. ---- Produced by Resource Media ---- The Hole Truth is a product of Read Corporate. Please note that Read Corporate…
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Luke Hampson - Nimy Resources (ASX: NIM) About To Drill 3 Areas of Known Mineralisation
20:40
20:40
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20:40Nimy Resource (ASX: NIM) is about to resume drilling at its Mons Project in WA. It has established 3 separate areas of mineralisation which are supported by strong geophysics. Drilling will be undertaken at each of these three areas starting in just a few weeks time. ---- Produced by Resource Media ---- The Hole Truth is a product of Read Corporate…
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Steve Parsons – Firefly Metals (ASX: FFM) Firefly on Fire
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12:55
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12:55Firefly Metal (ASX: FFM) owns the Green Bay Copper Gold Project in Canada. Managing Director Steve Parsons, is pushing hard for substantial and rapid resource growth. They have several drill rigs on the case, the results are spectacular, the news flow is strong, and the company offers strong exposure to copper on the ASX. ---- Produced by Resource …
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John Dorward - Ausgold (ASX: AUC) And A New Chairman Unlocking The Katanning Gold Project
18:09
18:09
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18:09Ausgold (ASX: AUC) owns the Katanning Gold Project in the South of WA. The company recently appointed highly experienced gold industry executive John Dorward as Executive Chairman, it aims to grow the industry and develop the project in parallel to maximise returns for shareholders. ---- Produced by Resource Media ---- The Hole Truth is a product o…
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Hedley Widdup And The Lion Selection Group’s Crystal Ball (ASX: LSX)
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24:49
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24:49Hedley Widdup is Chief Executive of the Lions Selection Group (ASX: LSX), this is an ASX listed fund that invests in resources opportunities. He shares his view on the resources cycle, markets and where the sector is going over coming months. ---- Produced by Resource Media ---- The Hole Truth is a product of Read Corporate. Please note that Read C…
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Richard Maddocks - Kingsland Results Support Lithium Battery Strategy
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14:55Kingsland Minerals (ASX: KNG) has just announced outstanding metallurgical results from its Leliyn Graphite Project in the Northern Territory. The results show the company is well on the way to becoming a key supplier of graphite to the lithium battery industry 🚗 🔋 ---- Produced by Resource Media ---- The Hole Truth is a product of Read Corporate. …
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Patrick Duffy - Sunstone Metals (ASX:STM) Drilling Starts This Week
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15:04Sunstone Metals (ASX: STM) has made a substantial gold-silver discovery called Limon in southern Ecuador, drilling and trenching has established high grade mineralisation, the next big drilling programme is about to start any day to test below these trenches. The company aims to establish a substantial open pit operation at Limon, which will then l…
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Alex Cheeseman - Critical Resource (ASX: CRR) is Establishing Critical Mass at Mavis Lake Lithium Project
14:34
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14:34Critical Resource (ASX:CRR) is growing the Mavis Lake Lithium Project in Ontario Canada. The company already has a substantial JORC resource and a significant exploration target on top of that. It aims to establish critical mass over the next 18 months or so and become a key player in the North American lithium chain. ---- Produced by Resource Medi…
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James Durrant - RareX Looks to Repeat the $1.3-billion WA1 Resources Success Story of Niobium in WA
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15:28RareX (ASX: REE) has just put its foot on a highly prospective piece of land 300 kilometres east of Kalgoorlie. It believes this land is highly prospective for niobium, previous drilling has already shown it hosts niobium, it's now a question of how much and at what grade. Niobium has driven the enormous success of WA1 Resource, which is now worth …
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Gerard O'Donovan - Sun Silver Shines Brightly on ASX Debut (ASX:SS1)
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20:34Sun Silver (ASX: SS1) has just made a stunning ASX debut, it’s $0.20 shares are now trading at about $0.60 but that still values the company at only $75 million. Executive Director Gerard O’Donovan explains why he says this stock is just warming up. The outlook for silver is unquestionably strong thanks to solar panels and the supply side of the eq…
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Shane Pike - Great Western Exploration (ASX: GTE) = Great Leverage in Copper
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17:05Great Western Exploration is about to drill 3 compelling copper targets in the heart of WA. Geophysics shows why these targets are so promising and now the moment of truth has arrived. The company is also preparing to drill 2 humongous copper targets in WA close to the great DeGrussa discovery of Sandfire Resources. Between these targets Great West…
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Tim Laneyrie - Mitre Mining (ASX:MMC) Set For Rapid Silver Growth
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13:06Mitre Mining (ASX: MMC) owns the Cerro Bayo silver gold project in Chile, the company has just raised $10.5 million through a placement to fund ongoing drilling at Cerro Bayo. The company has a 50 million oz silver equivalent JORC resource and aims to achieve rapid growth over coming months as it drills out known mineralisation. ---- Produced by Re…
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Andrew Munckton - Has Talisman Mining (ASX: TLM) Just Made a World Class Discovery in NSW?
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16:40Talisman Mining (ASX: TLM) has just released some spectacular results from its Durnings prospect in NSW. Managing Director Andrew Munckton takes us through the assays, where they sit in relation to the assays he discussed on The Hole Truth podcast early last month and the news flow we can expect over the next few weeks. ---- Produced by Resource Me…
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Peter Krauth - Silver Analyst - Author of The Great Silver Bull
25:30
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25:30Peter Krauth is a highly regarded silver analyst and author of the book The Great Silver Bull. In this edition of the Hole Truth Podcast, he outlines why he believes we're on the cusp of a huge explosion in the silver price thanks to falling supply and rising demand largely off the back of solar panel consumption. Peter is an absolute expert in his…
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Chris Judd: AFL Legend & Fund Manager - Investing Football and Life Around the House
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15:48AFL legend turned fund manager Chris Judd, had a fireside chat at a recent investor lunch with Bell Direct analyst Grady Wulff, during the chat Chris, provided some great insights into his life in football, his new career as a fund manager and what he thinks the outlook is for his old team the West Coast Eagles. He also shared some thoughts on what…
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Daniel Thomas - Hammer Metals (ASX: HMX) Hunting for copper in QLD
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15:23Hammer Metals (ASX: HMX) has just agreed to sell some of its interests to its neighbour Carnaby Resource (ASX: CNB). This will see the company put $4 million cash in its bank account immediately with the potential for up to $20 million through the sale process. The funds will be used to explore its growing copper inventory in the Mount Isa region o…
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