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The Hole Truth: Mining Investment Podcast

The Hole Truth: Mining Investment Podcast

By: 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. Economics Personal Finance Politics & Government
Episodes
  • Sun Silver Riding the Silver Wave in Nevada - Andrew Dornan (ASX: SS1)
    Jun 16 2025

    Sun 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.

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    Produced by Resource Media

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    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://theholetruth.podbean.com

    NOTABLE INSIGHTS

    1. Sun Silver is the most leveraged silver play on the ASX
    • Sun Silver owns the largest primary pre-production silver asset in the US, Maverick Springs, with a resource of 480Moz at 68.29g/t.

    • Despite this, the company trades at just $0.16 per in-ground ounce, compared to ~$1 on the ASX and ~$2 on North American exchanges — highlighting a significant valuation gap and investment opportunity.

    2. Silver demand is booming — and supply can’t keep up
    • The silver market is in supply deficit, driven by increased demand from solar panels, AI data centres, and solid-state batteries (which could alone require up to 150Moz/year by 2030).

    • Silver’s dual role — as an industrial metal and monetary hedge — is gaining traction, with growing recognition of its critical role in green energy and economic uncertainty.

    3. Parallel workstreams are accelerating project value
    • Sun Silver is advancing infill drilling, metallurgical testing, and resource expansion simultaneously.

    • A second near-surface resource is expected soon, enabling possible early revenue and reducing pre-production capital costs.

    • A scoping study is targeted for Q2 2026, assessing multiple processing routes to maximise recovery and value.

    4. The ASX still undervalues silver — but that may change fast
    • Australian investors are still warming up to silver, much like they were with lithium a decade ago.

    • Dornan believes silver will eventually be classified as a critical mineral, and as awareness grows, capital will follow the opportunity, especially with a supportive silver price environment and growing M&A activity in the sector.

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    19 mins
  • In Like Flynn in Tasmania: Neil Marston – Flynn Gold (ASX: FG1)
    Jun 9 2025

    Flynn 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 hosts the $1.5 billion Southern Cross discovery.

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    Produced by Resource Media

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    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.

    Show more Show less
    17 mins
  • David Southam - Cygnus Metals: A fresh copper-gold opportunity for investors (ASX: CY5)
    Jun 3 2025

    The 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.

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    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.

    Show more Show less
    20 mins
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