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SmallCaps Podcast

SmallCaps Podcast

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Market news & in-depth interviews with ASX-listed small cap companies.SmallCaps Podcast Economía Finanzas Personales
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  • BHM.ASX Deep Dive: Catalysts, Milestones & the ASX Resources Rally

    BHM.ASX Deep Dive: Catalysts, Milestones & the ASX Resources Rally
    Nov 13 2025
    From the Noosa Mining Conference coverage, Small Caps’ James Whelan sits down with Sarah Clarke (CEO, Andromeda – ASX: ADN) to discuss strategy, near-term milestones and the current market backdrop for Australian resources. This video applies that context to BHM.ASX, unpacking what the stock could need to move, how the broader ASX resources rally shapes expectations, and the key risks to watch. We break down BHM.ASX’s positioning, potential catalysts, and how investors might model outcomes in the coming quarters. What you’ll learn in this video - Company snapshot: business model, assets and capital structure - Market backdrop: commodity prices, funding environment, and investor sentiment in Australian resources - Near-term milestones: upcoming catalysts and events to monitor for BHM.ASX - Valuation and scenarios: upside vs downside projections for the stock - Risks and considerations: regulatory, funding and operational risks relevant to BHM.ASX Timestamps: 00:00 Overview — what this video covers and why BHM.ASX matters 01:15 Company snapshot — business model, assets and capital structure 03:30 Market backdrop — Australian resources rally and funding environment 05:00 Near-term milestones — potential catalysts for BHM.ASX 06:45 Catalysts, upside scenarios and risk considerations 08:30 Valuation framework — how to think about upside and downside 10:00 Takeaways — what to watch next If you enjoyed this deep-dive, subscribe and turn on notifications to catch more ASX small-cap analyses and updates on BHM.ASX and other resource plays. ⚠️ IMPORTANT DISCLAIMER: This content is for educational and entertainment purposes only and should not be considered financial advice. All investments carry risk, including the potential loss of principal. Past performance does not guarantee future results. Always conduct your own research and consider seeking advice from a qualified financial advisor before making investment decisions. The creator may hold positions in securities discussed. 📌 Articles: https://smallcaps.com.au/coolabah-metals-offtake-financing-hartree-broken-hill-mines-rebranding 🔎 More on this company: https://smallcaps.com.au/stocks/asx-bhm/ ⸻ 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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  • Andromeda Metals ADN: Great White project, HPA pilot, funding update

    Andromeda Metals ADN: Great White project, HPA pilot, funding update
    Nov 13 2025
    In this ASX small-cap analysis, we unpack Andromeda Metals (ADN.ASX) and what could move the stock next. Not tied to a single metal, ADN focuses on industrial minerals and critical minerals, with two key catalysts on the horizon: the Great White project and a high-purity alumina (HPA) pilot plant. At a recent mining conference in Noosa, management highlighted a differentiated play beyond the usual gold and base metals and outlined the path to production. Key takeaways from ADN’s activity include a recent A$13 million funding raise to fund early works and site preparation for Great White, bringing the project closer to construction. The HPA pilot plant has been initiated, with lab-scale tests delivering ~99.9985% purity (4N+). The company is advancing the final investment decision and on-ground readiness for construction. What this could mean for investors depends on project economics, timing, off-take arrangements and capital needs. We cover these catalysts, potential risks, and the milestones to watch as ADN moves toward production. Timestamps: 0:00 Intro – ADN overview and today’s focus 0:45 Conference mood and investor interest 1:20 Great White project – groundwork and on-site prep 2:10 HPA pilot plant update – samples and 4N+ purity 3:00 Funding progress – A$13m raise and next steps 3:45 What to watch – catalysts and risks 4:20 Final wrap and stay updated If you enjoy this style of ASX small-cap analysis, please subscribe for more updates on ADN and other Australian mining stories, and hit the bell to catch upcoming catalyst videos. For the latest announcements, check Andromeda Metals' investor centre and the ASX releases page for the most current information. ⚠️ IMPORTANT DISCLAIMER: This content is for educational and entertainment purposes only and should not be considered financial advice. All investments carry risk, including the potential loss of principal. Past performance does not guarantee future results. Always conduct your own research and consider seeking advice from a qualified financial advisor before making investment decisions. The creator may hold positions in securities discussed. 📌 Articles: https://smallcaps.com.au/andromeda-metals-demonstrates-strong-economics-hpa-process-new-scoping-study https://smallcaps.com.au/andromeda-metals-breakthrough-lower-emission-hpa-great-white https://smallcaps.com.au/trigg-minerals-shareholders-vote-rush-resources-drummond-gold-project-acquisitions https://smallcaps.com.au/oar-resources-restarts-drilling-gibraltar-expand-high-grade-halloysite-discovery https://smallcaps.com.au/andromeda-metals-study-improves-economics-south-australia-kaolin-project 🔎 More on this company: https://smallcaps.com.au/stocks/asx-adn/ ⸻ 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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  • Dart Mining: 650k oz Target, Antimony Boom & Victoria Strategy

    Dart Mining: 650k oz Target, Antimony Boom & Victoria Strategy
    Nov 13 2025
    Join us for a focused ASX small-cap analysis on Dart Mining (DTM.ASX). In this video we break down the latest strategic moves across Australia’s mining footprint, including the divestment of Victorian properties and continued focus on the Rushworth project in central Victoria. We also cover Queensland developments, with the Triumph Gold project and the Canambula Antimony prospect highlighted, plus updates on direct shipping ore drilling progress (targeting ~2,000 metres by Christmas). We explore the antimony market backdrop—price outlook, supply chain dynamics, and the drivers behind demand (glass and solar, energy storage, plus high-end military tech). Finally, we discuss how macro factors may influence Australian producers and what Dart Mining’s moves signal for the stock and the broader small-cap scene. Timestamps: 00:00 Intro and video overview 00:40 Victorian strategy and Rushworth update 01:20 Queensland focus: Triumph Gold & Canambula Antimony 02:00 Drilling progress and direct shipping ore update 02:40 Antimony price outlook and macro factors 03:25 Demand drivers and geopolitics 04:00 Wrap up and next steps If you found this analysis useful, subscribe to stay updated on DTM.ASX and Australian small-cap developments. ⚠️ IMPORTANT DISCLAIMER: This content is for educational and entertainment purposes only and should not be considered financial advice. All investments carry risk, including the potential loss of principal. Past performance does not guarantee future results. Always conduct your own research and consider seeking advice from a qualified financial advisor before making investment decisions. The creator may hold positions in securities discussed. 📌 Articles: https://smallcaps.com.au/dart-mining-acquires-triumph-gold-project-sunshine-metals https://smallcaps.com.au/dart-mining-signs-earn-in-agreement-sqm-dorchap-lithium-project https://smallcaps.com.au/dart-mining-confirms-spodumene-dorchap-grading-lithium-victoria https://smallcaps.com.au/dart-mining-gears-up-drill-victorias-only-lithium-project https://smallcaps.com.au/dart-mining-hits-high-grade-mineralisation-165-year-old-victorian-goldfield 🔎 More on this company: https://smallcaps.com.au/stocks/asx-dtm/ ⸻ 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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