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

• 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.

• 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.

• 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.

• 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.

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.

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

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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.

PhosCo owns the big Gasaat phosphate project in Tunisia. After years of hard work behind the scenes, Gasaat looks set to have its day in the sun, with an important drilling program about to start followed by a BFS. PhosCo's strategy to create huge value is simple: Establish Gasaat as a world-scale phosphate project which generates vast wealth for the local community, Tunisia and shareholders alike.

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Produced by Resource Media

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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.

Minerals 260 (ASX: MI6) has acquired the Bullabulling Gold Project in WA. It has a 2.3 million ounce resource but that all lies within 50 to 100 metres of surface. The company has just started an 80,000 metre drilling programme to grow this resource at depth and along strike.

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Produced by Resource Media

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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.

Javelin Minerals (ASX: JAV) has two brownfields gold exploration projects near Kalgoorlie in WA. Both have established JORC resources and the company has active drilling programmes at each one. Both projects have been exposed to little or no modern exploration, have opened mineralisation and numerous targets to test.

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Produced by Resource Media

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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.

Saturn Metals (ASX: STN) is developing a big heap leach gold project in WA’s eastern goldfields. The project has very low CapEx and OpEx forecasts giving it very strong cash margins and fast payback times. It will use well known technology and mining approaches to produce more than 120,000 ounces of gold a year.

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Produced by Resource Media

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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.

There are now half a dozen reasons to believe that Patriot Battery Metals (ASX: PMT) may be a classic counter cyclical investment opportunity. Changing technology, geopolitical disputes that could open the door to growing demand for non Chinese lithium and battery chemicals and the fact that the share price has been sold off with other lithium stocks means this could be a great opportunity for investors.

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Produced by Resource Media

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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.