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Noosa Mining Debrief: Top ASX Small-Caps & Lithium Turnaround
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Manage episode 520177950 series 2701497
Content provided by SmallCaps Media. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by SmallCaps Media or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
In this ASX small-cap debrief, we recap the Noosa mining conference and break down what the chaos, caffeine and conversations mean for juniors like AAA.ASX and other players in the space. The video covers themes across copper, lithium, graphite, PGM and silver, plus live takeaways from the floor. James Whelan and Blake Reid share the standout stories, investor sentiment and the companies to watch as the sector moves through a lithium turnaround and a renewed focus on scarce metals. We discuss notable names such as Venari Minerals (Nevada gold), LINQ Minerals (IPO), Lake Resources (lithium), Broken Hill Mines (revival), ARK Mines (rare earths) with QIC investment, cazaly Resources Tara asset, Greenvale Energy and Galan Lithium, plus a candid look at what the conference signals for Australian listed explorers. Disclaimer: this video is for educational purposes and not financial advice. Timestamps: 00:00 Intro 00:40 Noosa conference overview 02:00 Key themes: lithium turnaround and investor interest 03:10 Venari Minerals – Nevada gold project 03:50 LINQ Minerals IPO snapshot 04:15 Lake Resources and other lithium plays 04:55 ARK Mines and the QIC investment 05:50 Greenvale Energy interview highlights 06:20 Galan Lithium and other lithium peers 07:30 Broken Hill Mines revival signal 08:10 cazaly Resources – Tara asset 08:45 Southern Palladium and South Africa exposure 09:20 Takeaways: what to watch next 10:00 Outro: next video and subscribe If you found this breakdown helpful, subscribe for more weekly ASX small-cap insights and hit the bell to catch future updates. 📌 Articles: https://smallcaps.com.au/why-bank-hybrids-phased-out-what-it-means-investors https://smallcaps.com.au/retail-banks-slash-term-deposit-rates-rba-rate-cut-looms https://smallcaps.com.au/banks-raising-rates-on-loans-but-not-deposits 🔎 More on this company: https://smallcaps.com.au/stocks/asx-aaa/ ⸻ Small Caps is Australia’s #1 site for market news & information on ASX-listed small cap companies. 🌐 WEBSITE https://smallcaps.com.au/ 🎧 PODCAST https://smallcaps.com.au/podcast/ 📱 SOCIAL MEDIA Facebook: https://www.facebook.com/SmallCapsASX Twitter: https://twitter.com/SmallCapsASX LinkedIn: https://www.linkedin.com/company/small-caps/ 📬 NEWSLETTER https://smallcaps.com.au/subscribe/
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320 episodes
MP3•Episode home
Manage episode 520177950 series 2701497
Content provided by SmallCaps Media. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by SmallCaps Media or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
In this ASX small-cap debrief, we recap the Noosa mining conference and break down what the chaos, caffeine and conversations mean for juniors like AAA.ASX and other players in the space. The video covers themes across copper, lithium, graphite, PGM and silver, plus live takeaways from the floor. James Whelan and Blake Reid share the standout stories, investor sentiment and the companies to watch as the sector moves through a lithium turnaround and a renewed focus on scarce metals. We discuss notable names such as Venari Minerals (Nevada gold), LINQ Minerals (IPO), Lake Resources (lithium), Broken Hill Mines (revival), ARK Mines (rare earths) with QIC investment, cazaly Resources Tara asset, Greenvale Energy and Galan Lithium, plus a candid look at what the conference signals for Australian listed explorers. Disclaimer: this video is for educational purposes and not financial advice. Timestamps: 00:00 Intro 00:40 Noosa conference overview 02:00 Key themes: lithium turnaround and investor interest 03:10 Venari Minerals – Nevada gold project 03:50 LINQ Minerals IPO snapshot 04:15 Lake Resources and other lithium plays 04:55 ARK Mines and the QIC investment 05:50 Greenvale Energy interview highlights 06:20 Galan Lithium and other lithium peers 07:30 Broken Hill Mines revival signal 08:10 cazaly Resources – Tara asset 08:45 Southern Palladium and South Africa exposure 09:20 Takeaways: what to watch next 10:00 Outro: next video and subscribe If you found this breakdown helpful, subscribe for more weekly ASX small-cap insights and hit the bell to catch future updates. 📌 Articles: https://smallcaps.com.au/why-bank-hybrids-phased-out-what-it-means-investors https://smallcaps.com.au/retail-banks-slash-term-deposit-rates-rba-rate-cut-looms https://smallcaps.com.au/banks-raising-rates-on-loans-but-not-deposits 🔎 More on this company: https://smallcaps.com.au/stocks/asx-aaa/ ⸻ Small Caps is Australia’s #1 site for market news & information on ASX-listed small cap companies. 🌐 WEBSITE https://smallcaps.com.au/ 🎧 PODCAST https://smallcaps.com.au/podcast/ 📱 SOCIAL MEDIA Facebook: https://www.facebook.com/SmallCapsASX Twitter: https://twitter.com/SmallCapsASX LinkedIn: https://www.linkedin.com/company/small-caps/ 📬 NEWSLETTER https://smallcaps.com.au/subscribe/
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320 episodes
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