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The Hole Truth: Mining Investment Podcast

The Hole Truth: Mining Investment Podcast

Von: 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. Persönliche Finanzen Politik & Regierungen Ökonomie
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  • Venari Minerals: Building One of America’s Highest-Grade Lithium Projects - Matt Healy (ASX: VMS)

    Venari Minerals: Building One of America’s Highest-Grade Lithium Projects - Matt Healy (ASX: VMS)
    Feb 23 2026
    Venari Minerals is advancing what could become the third highest-grade lithium resource in the United States — and the company is focused on building 20 high-margin years, not a century-scale operation. Managing Director Matt Healy joins The Hole Truth to unpack the scale and grade of the resource, including a 47.9Mt high-grade zone grading just under 2,200ppm lithium. He explains why beneficiation and 98% leach recoveries could materially reduce acid consumption — the key operating cost lever in sedimentary lithium — and how upcoming infill drilling aims to convert the current Inferred resource to higher-confidence categories. The discussion also explores the accelerating U.S. critical minerals policy backdrop, shortened permitting timeframes, and growing strategic interest from Japan and South Korea as global lithium supply chains realign. For investors, the pathway is clear: resource upgrade, metallurgy, scoping study financials — and potential re-rating catalysts along the way. Guest: Matt Healy Company: Venari Minerals Matt Healy is Managing Director of Venari Minerals, a U.S.-focused lithium exploration and development company advancing a high-grade sedimentary lithium project. Healy has extensive experience in resource project development, capital markets, and corporate strategy, with a focus on identifying and advancing critical minerals assets with strong geological fundamentals and strategic positioning. 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. 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://venariminerals.com Key Insights High-Grade Lithium Resource Positioned Among the Top in the U.S. Venari Minerals’ project ranks as the sixth highest-grade lithium resource in the United States on a headline basis. More notably, its northern high-grade zone—at 47.9Mt grading just under 2,200ppm lithium at a higher cut-off—would rank as the third highest-grade lithium resource in the country if standalone. Grade concentration at scale is a critical differentiator in sedimentary lithium economics. Targeting 20 High-Margin Years Rather Than Maximum Scale While mega-projects such as Thacker Pass host more than 60Mt of contained lithium carbonate equivalent (LCE), Venari’s strategy is capital discipline over size. The company is targeting approximately 20 high-grade, high-margin production years rather than pursuing century-scale mine life. This approach aligns capital intensity with realistic financing pathways and return optimisation. Metallurgical Results De-Risk Operating Cost Profile Scoping-level leachability testwork has achieved up to 98% lithium recovery, an exceptional outcome for sedimentary-hosted lithium. Beneficiation testwork upgraded material from ~1,000ppm to ~2,400ppm lithium while retaining 85% of contained lithium and rejecting 65% of waste. Critically, this has the potential to halve acid consumption—typically the largest operating cost line item—materially improving project economics. Clear Pathway to Resource Upgrade and Re-Rating Catalysts The current resource is entirely Inferred, presenting a clear pathway for value creation through infill drilling and conversion to Indicated and Measured categories. Resource confidence upgrades historically support market re-ratings, particularly when coupled with additional metallurgical validation. A scoping study targeted by year-end is expected to deliver the project’s first financial framework. Strategic Tailwinds from U.S. Critical Minerals Policy Recent U.S. executive actions focused on energy security and critical minerals are accelerating permitting and unlocking government-backed financing channels. Institutions such as the Development Finance Corporation and the Export-Import Bank are increasingly active in critical minerals funding, while strategic stakes in domestic producers signal policy support. Growing investment interest from Japan and South Korea—particularly amid tariff-driven supply chain realignment—further enhances the strategic optionality of high-grade U.S. lithium assets like Venari’s.
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    15 Min.
  • Unlocking Pickle Crow: Bellavista’s Strategy to Grow a 4Moz Canadian Gold System - Glenn Jardine (ASX: BVR)

    Unlocking Pickle Crow: Bellavista’s Strategy to Grow a 4Moz Canadian Gold System - Glenn Jardine (ASX: BVR)
    Feb 9 2026

    In this episode of The Hole Truth, Bellavista Resources Managing Director Glenn Jardine outlines the investment case for the Pickle Crow Gold Project in Ontario, Canada.

    With 2.8 million ounces in current resources and 1.5 million ounces historically produced, Pickle Crow is already a large-scale gold system. Glenn discusses why the next phase of value creation lies in near-mine resource extensions, underexplored regional targets, and the application of modern exploration techniques across a historically rich gold belt.

    The conversation also covers Bellavista’s A$35 million funding position, strong institutional backing, and how the company is positioning itself for resource growth and value accretion in one of Canada’s most prolific gold districts.

    Guest Bio

    Glenn Jardine is a mining executive with experience across gold exploration, project acquisition, and capital markets. He is the Managing Director of Bellavista Resources, where he is leading the acquisition and advancement of the Pickle Crow Gold Project in Ontario, Canada, with a focus on resource growth, near-mine extensions, and regional exploration upside.

    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://bellavistaresources.com.au/

    Key Insights

    Established Gold Asset with Significant Scale

    The Pickle Crow Gold Project already hosts a 2.8Moz gold resource, with a further 1.5Moz historically produced between 1935 and 1966 at grades of approximately 0.5oz/t. This places the project’s combined gold endowment above 4Moz, providing a strong platform for future resource growth.

    Near-Mine Extensions Offer Immediate Upside

    Initial drilling is expected to focus on areas close to existing workings, targeting resource extensions and potential new discoveries. This strategy allows Bellavista to pursue relatively low-risk growth while building momentum early in the exploration program.

    Underexplored Regional Potential

    Large portions of the broader landholding remain lightly drilled, despite sitting within a highly mineralised gold belt. Modern aeromagnetic and LIDAR surveys completed in 2023 represent the first systematic application of contemporary exploration tools, highlighting early-stage but material discovery potential.

    Well-Capitalised Exploration Strategy

    Bellavista completed a two-stage capital raise totalling approximately A$35 million as part of the acquisition, exceeding its original funding target. Strong institutional support provides the balance sheet capacity to fund both near-mine drilling and later-stage regional exploration.

    Strategic Positioning in a Prolific Gold Belt

    The project is located within a gold belt that has produced or hosts more than 40Moz of gold, reinforcing its geological credentials. Relative to peers, the company offers leverage to exploration success and potential valuation uplift as drilling results and resource growth are delivered.
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    15 Min.
  • Trekking Their Way to Riches in the Kimberley - Trek Metals | Derek Marshall (ASX: TKM)

    Trekking Their Way to Riches in the Kimberley - Trek Metals | Derek Marshall (ASX: TKM)
    Feb 3 2026

    Trek Metals could be on the cusp of a world-class manganese discovery in WA's

    Kimberley region. Extremely high-grade manganese has already been outlined

    over 750 metres, and geophysics suggests it could be much, much bigger than

    that.

    The company is working through an exploration program that will culminate in

    a drilling program in the next three months.

    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://trekmetals.com.au
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    20 Min.
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