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The Hole Truth: Mining Investment Podcast

The Hole Truth: Mining Investment Podcast

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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. Economía Finanzas Personales Política y Gobierno
Episodios
  • Chalice is Riding The Return to Hybrids and Petrol Engines - Alex Dorsch (ASX: CHN)

    Chalice is Riding The Return to Hybrids and Petrol Engines - Alex Dorsch (ASX: CHN)
    Dec 23 2025
    Chalice's fortunes are strongly linked to the palladium price, and the palladium price is running as the world realises that hybrids and petrol engines are a big part of the future of the car industry. Guest Bio Alex Dorsch is the Managing Director and Chief Executive Officer of Chalice Mining. He is a geologist with more than 15 years’ experience across exploration, project development and capital markets, having worked in senior technical and corporate roles within the Australian resources sector. Since joining Chalice, Alex has led the discovery, advancement and strategic repositioning of the Julimar–Gonneville PGM–Nickel–Copper project in Western Australia.

    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. Links The Hole Truth LinkedIn: https://www.linkedin.com/showcase/the-hole-truth-podcast The Hole Truth YouTube: https://youtube.com/playlist?list=PLI4sZkSfEpPi_u7OrD7lQ-tZHbdy6EhCC&si=iOcGscff7kMSw8c7 The Hole Truth Website: https://resourcesrisingstars.com.au/the-hole-truth-podcast/ The Hole Truth Instagram: https://www.instagram.com/theholetruthpodcast/ Company Website: https://chalice.com.au/ Key Insights Hybrid Vehicles Are Reshaping Palladium Demand The global pivot away from an all-EV future has re-established hybrids as a long-term transition technology. Hybrids require higher palladium loadings in catalytic converters, keeping demand resilient despite slower EV uptake. Supply Constraints Create Strong Price Leverage Palladium supply remains highly constrained, with minimal new investment in Russia and South Africa. In a relatively small market, even modest demand shifts can drive sharp price increases. Gonneville Is Highly Leveraged to Palladium Upside Chalice’s Gonneville project offers rare scale exposure to palladium in a Tier-1 jurisdiction. Each US$100/oz increase in the palladium price adds substantial value to project NPV, highlighting strong upside leverage. Simplified Processing Has Transformed Project Economics A major metallurgical breakthrough allowed Chalice to remove a capital-intensive downstream processing stage. This materially reduced capex, simplified the flowsheet and improved robustness across commodity cycles. Conservative Assumptions De-Risk the Investment Case The project’s pre-feasibility study uses palladium price assumptions well below spot levels. This conservative approach demonstrates economic viability at the bottom of the cycle, while preserving significant upside in a rising price environment

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    20 m
  • Black Bear Running Flat Out at New Texas Silver Project - Dennis Lindgren (ASX: BKB)

    Black Bear Running Flat Out at New Texas Silver Project - Dennis Lindgren (ASX: BKB)
    Dec 17 2025

    Black Bear Minerals (ASX: BKB) has just acquired a silver project in Texas. It's the highest-grade silver resource on the ASX. The company has an aggressive drilling

    program already underway, with assays set to come in the new year. The

    exploration program will take place in conjunction with the ongoing work at the

    company's gold project in Nevada.

    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&si=iOcGscff7kMSw8c7

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

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

    Company Website: https://blackbearminerals.com.au/
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    17 m
  • E-79 Joins The Cue Gold Rush – Ned Summerhayes (ASX: E79)

    E-79 Joins The Cue Gold Rush – Ned Summerhayes (ASX: E79)
    Dec 1 2025

    E-79 has just acquired the Cue Gold Project. This is becoming a very hot region in WA — a project known to host mineralisation and sharing geological features with other big deposits nearby.

    Guest Bio

    Ned Summerhayes – Chief Executive Officer, E79 Gold Mines Ned Summerhayes is the CEO of E79 Gold Mines, an Australian exploration company focused on high-potential gold and critical-metal projects. Ned is a geologist with extensive experience across Western Australia and the Northern Territory, specialising in structurally hosted gold systems and early-stage project development. He is leading E79’s exploration strategy across its Cue Gold Project in WA and its bismuth-copper-gold project in the Northern Territory.

    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.

    Links

    The Hole Truth LinkedIn: https://www.linkedin.com/showcase/the-hole-truth-podcast/ The Hole Truth YouTube: https://youtube.com/playlist?list=PLI4sZkSfEpPi_u7OrD7lQ-tZHbdy6EhCC&si=iOcGscff7kMSw8c7 The Hole Truth Website: https://resourcesrisingstars.com.au/the-hole-truth-podcast/ The Hole Truth Instagram: https://www.instagram.com/theholetruthpodcast/ Company Website: https://www.e79gold.com.au

    Key Insights 1. Cue Acquisition Positions E79 in One of WA’s Hottest Gold Districts

    The newly acquired Cue Gold Project sits between major operators Westgold and Ramelius, providing E79 with a prime address in a region experiencing renewed exploration success. The area is already known to host gold, reducing geological risk and offering potential access to existing processing infrastructure.

    2. Significant Upside from Under-Explored Depth Potential

    Historic drilling averaged only 42m in depth, with just 2% of holes drilled deeper than 100m — despite nearby deposits demonstrating high-grade mineralisation at depth. Intercepts such as 13m at 2.2g/t ending in mineralisation highlight the possibility of deeper, higher-grade systems yet to be tested.

    3. Geological Setting Aligns with Proven High-Grade Deposits

    E79 controls the southern extension of the Great Fingall Dolerite and titanium-rich basalts analogous to Break of Day — both highly fertile gold hosts. Gravity surveys will help identify cross-cutting structures now understood to control mineralisation in the district, sharpening the drill-targeting strategy.

    4. Strong Cash Position Enables a Full Exploration Program

    With approximately $4.5 million in cash and an enterprise value of roughly $1 million, E79 is well funded to execute its exploration plans. Upcoming work includes detailed gravity surveying, broad aircore drilling, and targeted RC drilling across multiple prospects.

    5. NT Bismuth Project Provides Seasonal Optionality and Critical-Metal Exposure

    E79’s Northern Territory project adds diversification, with rock chips returning up to 9% bismuth alongside copper and gold. Seasonal constraints mean drilling will resume after the wet season, allowing the company to focus on Cue in the interim while maintaining exposure to emerging critical-metal markets.
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    17 m
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