BlinkLab is a clinical-stage digital diagnostics company developing smartphone-based tools to improve the speed, accessibility, and objectivity of autism diagnosis. In this Leadership Talks interview, CEO & Managing Director Dr Henk-Jan Boele outlines the company’s progress toward FDA approval and the broader vision of building a scalable neurodevelopmental diagnostics platform.

• Commenced pivotal FDA validation study with first patient enrolled
• Achieved ~84–85% diagnostic accuracy in real-world pilot studies
• Nationwide rollout in Morocco, supporting large-scale clinical adoption
• Expanding the platform beyond autism into ADHD and other neurological conditions
• Positioned to generate real-world data to support reimbursement pathways
• Near-term catalysts include ADHD study results and ongoing FDA trial progress
• Building a scalable digital diagnostics platform targeting global healthcare demand

In this Leadership Talks session, Luke McFadyen, Managing Director & CEO of Minerals 260 (ASX: MI6), provides an update on the company’s progress following the acquisition of the 4.5Moz Bullabulling Gold Project. He discusses the $220M Franco-Nevada funding package, development strategy, and key steps being taken to advance the project toward production over the next 6–12 months.

• Overview of the Bullabulling Gold Project and its 4.5Moz resource
• Breakdown of the $220M Franco-Nevada funding package and what it means for development
• Strategy to fast-track the project using existing infrastructure
• Management and board experience driving execution
• Ongoing drilling program and resource growth potential
• Key milestones ahead including PFS, maiden Ore Reserve, and development pathway

In this Leadership Talks interview, CEO Craig Lindsay discusses the strategic importance of antimony and tungsten, the evolving geopolitical supply landscape, and how Resolution’s high-grade discoveries could play a role in addressing a growing Western supply deficit.

• Advancing a dual critical minerals and gold exploration strategy in Idaho, USA
• Positioned within a growing U.S. antimony supply deficit estimated at 15,000 tonnes
• High-grade antimony surface samples exceeding 40%, with rock chip results up to 50%
• Expanding Golden Gate gold discovery, with mineralisation from surface and drilling extending deeper
• Significant infrastructure advantages from the neighbouring Stibnite project development
• Pursuing U.S. capital market access and potential federal support for critical mineral development
• Near-term catalysts, including 30,000 feet of drilling and a maiden resource estimate

In this Leadership Talks session, we sit down with Paul Stephen, Managing Director of GoldArc Resources Ltd (ASX: GA8), to discuss the company’s focus on the Leonora gold district in Western Australia, its strategy to generate cash flow through mining partnerships, and how this model is designed to help self-fund exploration across its project area.

In this interview, Paul discusses:

• GoldArc’s focus on its Leonora gold assets in Western Australia
• The ~200,000 oz resource base across Leonora North and South
• How mining partnerships are structured to help advance development
• Current drilling and exploration priorities across the project area
• Exploration upside within a well-established gold district
• Key milestones investors should watch as programs progress

In this Leadership Talks interview, East Coast Research speaks with Simon Taylor, Managing Director & CEO of Stellar Resources (ASX: SRZ). Stellar is advancing the Heemskirk Tin Project in Western Tasmania. Since our last interview, Stellar has delivered a 41% increase in the Queen Hill resource, taking total tin inventory at Heemskirk beyond 100,000 tonnes, positioning the project among the highest-grade undeveloped tin assets globally.

• Amaero’s U.S.-domestic production of refractory and titanium alloy spherical powders for additive manufacturing
• The role of advanced materials across defence, aerospace, medical and industrial applications
• EIGA atomisation technology, producing high-purity spherical powders for mission-critical manufacturing
• Amaero’s integrated platform, spanning powder production and advanced manufacturing
• PM-HIP manufacturing, enabling near-net-shape metal components
• Progress in commercial partnerships across defence, aerospace and advanced manufacturing sectors

In this Leadership Talks interview, East Coast Research speaks with Simon Taylor, Managing Director & CEO of Stellar Resources (ASX: SRZ). Stellar is advancing the Heemskirk Tin Project in Western Tasmania. Since our last interview, Stellar has delivered a 41% increase in the Queen Hill resource, taking total tin inventory at Heemskirk beyond 100,000 tonnes, positioning the project among the highest-grade undeveloped tin assets globally.

• Highest-grade undeveloped tin project in Australia; among the highest globally
• PFS underway targeting an 8–10 year mine life and 3,000–3,500tpa tin production
• Tier-one location in Tasmania, near established infrastructure and operating tin production
• A$13.3m cash at December quarter; funded to complete PFS
• Severn resource update, ongoing drilling results, metallurgy and engineering work feeding into PFS
• Offtake interest cited due to reliable Western jurisdiction amid global supply uncertainty

In this Leadership Talks session, we sat down with Samantha South (CEO) and Brian Leedman (Director) of Patrys (ASX: PAB) to unpack the company’s core investment story and its position in the current market cycle.

In this exclusive interview, Samantha and Brian discuss:

• The strategic rationale behind the Reliis acquisition and the integration of this reformulation program with Patrys’ existing biologics platform.
• The staged clinical pathway leverages existing safety and efficacy data.
• The scale of the delirium opportunity, including prevalence and hospital cost impact.
• Planned Phase 0 and Phase 1 bridging studies ahead of a pivotal registration trial.
• Near-term milestones including ethics approvals, CRO engagement and FDA consultation.
• The board’s focus on milestone execution and disciplined capital deployment.
• Disclaimer: Shares in Value Pty Ltd owns shares in Patrys (ASX: PAB).

In this Leadership Talks session, we sit down with Brian Leedman, Chairman of BlinkLab (ASX: BB1), to discuss BlinkLab’s AI-driven diagnostic platform for autism and ADHD, its progress through FDA regulatory milestones, and how earlier, objective diagnosis is being integrated into clinical pathways.

• How smartphone-based AI is being used to support earlier autism and ADHD diagnosis
• How computer vision and digital biomarkers measure involuntary neurological responses
• Why diagnostic assessment at ages two to three differs from traditional pathways
• What the pilot study data indicate ahead of FDA regulatory trials
• How ADHD expands the clinical scope beyond autism
• Why BlinkLab’s strategy focuses on clinician use rather than direct-to-consumer diagnosis

In this Leadership Talks session, we sit down with Lorenzo Biagi — Executive Director, President & CEO (Vection Italy) to discuss Vection’s strategy, growth trajectory and positioning across the global technology and defence cycle, and what investors should watch in the year ahead.

In this interview, Lorenzo breaks down:

• How Vection scaled into a global business with 100+ clients and 200+ employees solving real-world digital challenges.
• Why defence is becoming an important growth contributor, alongside enterprise and industrial adoption.
• How Spatial Computing + AI form the backbone of Vection’s cross-sector solutions.
• The significance of recent defence wins, including a ~A$22.3m framework extending to 2030.
• Vection’s financial inflection point — growing recurring revenue and maiden positive EBITDA.
• What differentiates IntegratedXR® — proprietary IP, patents, certifications and global partnerships.

In this Leadership Talks interview, Magnetic Resources’ Managing Director George Sakalidis discusses the evolution of the Lady Julie Gold Project as gold prices continue to strengthen and investor focus sharpens on high-quality Australian development assets.

With a total resource now exceeding 2.2 million ounces and Lady Julie North emerging as one of the largest and highest-grade undeveloped open-pit gold deposits in Western Australia, the interview explores why this project is increasingly relevant in the current gold and capital markets environment.

In this in-depth interview, George covers:

• Resource base expanded to over 2.2Moz at the Lady Julie Gold Project
• 82% of the Lady Julie North resource is now classified as Indicated
• High-grade, continuous mineralisation supporting large-scale open pit and underground potential
• Feasibility study completed with strong economics at conservative gold assumptions
• Ongoing optimisation work across metallurgy, mine design and underground development
• Updated economic study expected following recent drilling and optimisation results
• Continued interest from banks and broader industry participants

In this Leadership Talks episode, we sit down with Alex Rovira, Managing Director of Brightstar Resources (ASX: BTR), to unpack one of the most aggressive growth stories in the Australian gold sector.

Brightstar has transformed from a micro-cap explorer into a cash-flowing West Australian gold producer with ~4Moz of resources on granted mining leases, two operating underground mines.

In this in-depth interview, Alex covers:

• Brightstar’s Transformation – How the team rebuilt the company through strategic M&A, 120,000m of drilling, a DFS, and construction of a brand-new underground mine.
• Cash-Flow Backed Growth – How the Laverton underground mines (30,000oz/yr) are funding exploration and feasibility work with minimal dilution.
• The Multi-Hub Strategy – How Menzies, Laverton and the district-scale Sandstone project fit together to build a future 200,000–250,000oz per annum gold business.
• Sandstone’s Tier-One Potential – Why Brightstar believes the 2.4Moz resource is just the beginning, with 120,000m of drilling underway across 2025–2026.
• Institutional Backing – Why leading funds including Lion Selection Group have taken major positions in BTR.
• Share Price Perspective – Alex’s comments on the recent share price pullback and why Brightstar believes the valuation disconnect presents opportunity.

In this new Leadership Talks session, we connect with Jacob Deysel, CEO of ASX-listed Critica Limited (ASX: CRC), to unpack the latest developments at the Jupiter rare earth project — now recognised as Australia’s largest clay-hosted rare earths resource and one of the most strategically important discoveries in the Western world.

In this interview, Jacob covers:

• Jupiter: Australia’s Largest Clay-Hosted Rare Earths Resource - How the project has rapidly grown into one of the world’s most significant ionic clay deposits, and why that matters for Western supply chains.
• Why Clay-Hosted REEs Are the Future - Lower capex, simple processing pathways, and rapid scalability compared to hard-rock competitors.
• Understanding Jupiter’s Market Timing - China tightening exports, the West accelerating supply diversification, and how Critica is positioned amid rising geopolitical demand.
• Metallurgical Progress & Upcoming Studies - What the team has learned from recent testwork and what investors should expect from upcoming PFS milestones.
• Resource Growth Strategy - How much larger Jupiter could become as drilling continues, and where the next expansions are likely to come from.
• Offtake Interest & Strategic Partnerships - Who’s knocking, what they’re asking for, and how Critica is preparing for long-term commercial agreements.
• Key Catalysts (Next 6–12 Months) - Resource update, metallurgical advancements, study milestones, and ongoing drilling results.

In this Leadership Talks session, we sit down with Simon Taylor, Managing Director & CEO of Stellar Resources, to discuss how the company is positioning its flagship Heemskirk Tin Project in Tasmania to become a top 10 global tin producer at a time when tin prices have surged to US$37,000/t amid supply shocks from Myanmar and Indonesia.

Simon breaks down why Heemskirk stands out as a globally significant, Tier-1 jurisdiction tin asset — and how the company plans to leverage strong grades, upcoming PFS work, ore-sorting technology, strategic infrastructure options, and recent capital raises to fast-track development.

Key highlights covered by Henk:

• Tier-1 Tin Asset – Heemskirk is Australia’s highest-grade undeveloped tin project and ranked third globally, located in a world-class Western Tasmanian tin belt.
• Strong Market Tailwinds – Tin trades near US$37,000/t, driven by collapsing Myanmar supply and tightening Indonesian exports.
• High-Value Ore Body – 1% tin grade equates to roughly 4 g/t gold or 3% copper in value terms.
• Scale & Economics – Targeting 3,000–3,500 tpa tin production, equal to ~1% of global supply, with strong margins highlighted in the scoping study.
• Tier-1 Jurisdiction Advantage – Reliable permitting, existing sealed-road access to port, and strong demand for tin from credible offtakers seeking non-DRC, non-Myanmar supply.
• Strategic MOUs – Access to two nearby infrastructure options (Comstock site and AB Nickel plant) to accelerate development.
• Clear Milestones Ahead – Resource upgrade (late 2024 / early 2025), PFS in 1H 2025, environmental approvals, and commencement of BFS/DFS.

In this Leadership Talks session, we speak with Henk-Jan Boele, CEO of BlinkLab, as he unveils breakthrough findings from the company’s 485-participant U.S. pilot study and outlines the path toward FDA clearance for BlinkLab’s smartphone-based neurological assessment platform.

BlinkLab’s technology addresses a global crisis: millions of children face 1–2 year waitlists and $1,500–$6,000 diagnostic costs, despite early intervention being critical. Using only a smartphone’s camera and microphone, BlinkLab captures eye movements, facial reflexes and vocal responses, enabling clinicians to diagnose autism in weeks, not years.

Key highlights covered by Henk:

• Breakthrough Pilot Results – Achieved 83.7% sensitivity and 84.7% specificity, improving to ~90% when excluding borderline cases.
• Above FDA Benchmarks – FDA confirmed that ≥65% sensitivity/specificity is sufficient for clearance; BlinkLab’s results significantly exceed this.
• Real-World Validation – More than 90% of data collected at home, across complex cases including ADHD, speech delay and developmental delay.
• Top-Tier U.S. Hospitals Engaged – Penn Medicine, Cincinnati Children’s, Vanderbilt Kennedy Center, Seattle Children’s, and additional sites participating in the pivotal 510(k) trial.
• Competitor Outperformance – BlinkLab surpasses accuracy levels of both FDA-cleared rivals while maintaining full smartphone scalability.
• Fast Commercial Rollout – First clinics in New York, New Jersey and Pennsylvania targeted to go live within weeks of FDA clearance.
• Massive Platform Potential – Expanding into ADHD, adult autism and early dementia detection using the same smartphone-based technology.

In this Leadership Talks session, we speak with Brett Hazelden, Managing Director & CEO of OD6 Metals (ASX: OD6). Brett has led companies across potash, gold and copper—and now rare earths, where OD6 is developing one of Australia’s highest-grade clay-hosted discoveries: Splinter Rock (682 Mt) near Esperance, WA.

Key highlights covered by Brett:

• Flagship Splinter Rock (Rare Earths) – 682 Mt clay-hosted resource with strong NDPR content; simple heap-leach flowsheet targeting ~75% recoveries and low CAPEX pathway.
• Metallurgy that matters – Heap leach with high recoveries and process refinements (incl. reagent recycle) aimed at lowering operating costs and de-risking scale-up.
• Copper growth leg (Gulf Creek, NSW) – High-grade VMS hits beneath a historic mine; 7 priority holes underway with approvals for up to 25 pending success.
• Strategic positioning – Active dialogues across North America, Europe and Asia on offtake, funding and processing partnerships amid accelerating Western demand for NDPR.
• Near-term catalysts (12–24 months) – Metallurgical scale-up results, scoping and pre-feasibility studies at Splinter Rock, non-binding offtake MOUs, and ongoing drill results at Gulf Creek.

In this Leadership Talks session, we sit down with Brad Valiukas, Managing Director of Kaiser Reef Ltd (ASX: KAU) — a fast-growing Eastern States gold producer with dual pillars of growth: the operating Henty Gold Mine in Tasmania and the historic Maldon Project in Victoria’s Golden Triangle. With 25+ years of operational and mine-startup experience, Brad shares how Kaiser is driving production growth, extending mine life, and positioning for a major re-rate as gold prices remain at record highs.

Key highlights covered by Brad:

• Strong Production & Cash Flow – Delivering ~8,000 ounces per quarter from Henty, targeting 30,000+ ounces per year, and generating strong margins at current gold prices.
• Extended Mine Life & Resource Growth – Reserves up 30% since acquisition and mine life now out to six years, supported by ongoing infill and step-out drilling.
• Dual Growth Pipeline – Henty provides the foundation for stable cash flow, while Maldon — a 1.75Moz historic producer with a fully permitted processing plant — offers transformational exploration upside.
• Funding Strength – $4.6M capital raise completed at market price (no discount), fully funding exploration for the next 12 months.
• Fully Permitted & Infrastructure-Ready – Existing decline access and processing plant at Maldon dramatically accelerate development timelines and reduce CAPEX risk.
• Strategic, Low-Dilution Growth – Supported by a $30M raise and strong shareholder base, Kaiser is funded to grow organically without near-term dilution.
• Favourable Gold Market – Operating profitably even at A$4,000 gold, with robust margins and clear leverage to ongoing strength in the gold price.

In this interview, we speak with Cliff Fitzhenry, CEO of DY6 Metals (ASX: DY6), about how the company is positioning itself to unlock a globally significant rutile province in Cameroon while advancing complementary rare earth projects in Malawi.

DY6 Metals is building discovery momentum with early high-grade results, strategic ground acquisitions, and the establishment of in-country drilling and processing capability to accelerate exploration.

Key highlights covered by Cliff:

• Central Rutile Project (Cameroon) – Nearly 6,000 km² landholding with early results up to 2.1% rutile, confirming residual mineralisation over kilometre-scale strike lengths.
• District-Scale Upside – Recent acquisition of the Yaoundé West project expands total ground to ~9,000 km², including historically mined rutile areas with strong geological indicators.
• In-Country Capability – DY6 is setting up its own mineral sands laboratory and auger drilling fleet to deliver low-cost, high-impact exploration with fast turnaround.
• Funding Strength – $4.6M capital raise completed at market price (no discount), fully funding exploration for the next 12 months.
• REE Projects (Malawi) – Three rare earth element projects with historic high-grade gallium hits and new low-cost programs underway, while actively reviewing strategic options.
• Experienced Leadership – CEO Cliff FitzHenry previously part of the team that discovered Sovereign Metals’ Kasiya deposit, now applying the same model to Cameroon.

With high-impact news flow, DY6 Metals (ASX: DY6) offers investors early exposure to a potential Tier-1 rutile discovery backed by a well-funded and technically experienced team.

In this interview, we speak with Ian Holland, Managing Director of Adelong Gold Ltd (ASX: ADG), about how the company is building discovery momentum across its high-grade Australian gold portfolio.

Adelong Gold is advancing its namesake Adelong Gold Project in NSW while exploring its Victorian gold and antimony assets, located along strike from world-class deposits like Fosterville and Sunday Creek.

Key highlights covered by Ian:

• Adelong Gold Project – 188koz JORC resource at 3.2 g/t Au, supported by a robust scoping study showing ~$80M cashflow potential at A$2650/oz. JV with Great Divide Mining recently celebrated first gold pour (July 2025).
• Apollo Gold (Victoria) – Newly acquired 102 km² project in the Melbourne Zone. High-grade drill results include 39.5m @ 7.25 g/t Au and 28m @ 10.2 g/t Au. Up to 2,000m of drilling underway at the Dig Fault Zone.
• Lauriston Gold (Victoria) – 287 km² landholding along strike from Agnico Eagle’s Fosterville. The Comet discovery has returned standout intercepts including 8m @ 104 g/t Au and 5.9m @ 15.4 g/t Au.
• District-Scale Potential – Recent soil geochemistry defines a 4.5km Au-Sb trend at Lauriston, highlighting parallels to Fosterville’s high-grade Swan Zone.
• Strong Financial Position – $3M placement secured to fund Lauriston acquisition and ongoing drilling, with multiple high-impact assay results pending.

With a pipeline of near-term production opportunities and high-grade exploration upside, Adelong Gold (ASX: ADG) is positioning itself as a serious emerging name in Australia’s gold sector.

In this interview, we sit down with Simon Noon, Managing Director & CEO of Boab Metals (ASX: BML), to discuss the company’s flagship Sorby Hills Project — one of Australia’s largest near-term silver developments.Sorby Hills is positioned to deliver both silver leverage and lead-backed cashflow stability at a time when silver prices are rallying.

Simon covers key aspects of Boab’s strategy and outlook:

• Sorby Hills Overview – Located in WA’s Kimberley, the project has advanced through feasibility work and is now one of the most significant undeveloped silver-lead projects in the country.
• Strategic Offtake & Funding with Trafigura – US$30M prepayment funding secured, with 75% of concentrate committed under a seven-year offtake deal.
• DeGrussa Plant Acquisition – Purchase of Sandfire’s processing plant reduces capital costs and materially de-risks project development.
• Financing Pathway – Non-binding term sheets received from domestic and international lenders; funding structure being refined ahead of FID.
• Robust Economics – FEED study shows A$411M NPV and 37% IRR, with even greater upside at current silver prices.
• Exploration Growth – Initial 8.5-year mine life with clear potential for extensions via near-pit drilling and “Keep” target success.

Milestones Ahead – Key catalysts on the road to a Final Investment Decision in H2 2025.

In this Leadership Talks session, we speak with Luke Hampson, Managing Director of Nimy Resources Limited (ASX:NIM), about the company’s pioneering role in discovering Australia’s first new Greenstone Belt in decades, and its world-class gallium and copper potential.

Luke breaks down key updates and strategic moves shaping Nimy’s next phase:

• Block 3 Gallium Discovery Nimy’s gallium intercepts are among the highest reported globally, including 72m @ 117g/t and 1m @ 195g/t. Gallium demand is soaring, while 99% of current supply comes from China and Russia—making Nimy’s resource geopolitically significant. A maiden JORC resource is due in Q3, supported by metallurgical studies from Curtin University and CSIRO.
• Sneaky Squirrel Copper-Zinc Discovery High-grade copper-zinc sulfides confirmed across multiple holes, alongside anomalous gold, molybdenum, bismuth, and lead. Magnetic signatures match those seen at major VMS deposits like Golden Grove, with further geophysics now underway.
• Strategic US Partnership – MTI Global A new collaboration with US-based MTI Global positions Nimy as a future supplier of gallium to the U.S. critical minerals supply chain, unlocking potential for non-dilutive funding, offtake, and infrastructure development aligned with defense and tech demand.
• Massive Landholding & Emerging Greenstone Belt Over 3,400km² of unexplored tenure in WA’s Wheatbelt region—now confirmed as a previously unmapped Greenstone Belt. The region is showing multi-commodity potential, including copper, zinc, PGEs, nickel, REEs, and lithium.

With a strong pipeline of news—including a maiden gallium resource, new copper targets, and growing international interest—Nimy Resources is emerging as a serious player in the global race for critical metals.

In this Leadership Talks session, we speak with Luke Cox, CEO of Caprice Resources (ASX: CRS). With a strong track record in mine development and leadership roles across Evolution Mining, Rothschild, and Goldman Sachs, Luke shares how Caprice is advancing its Island Gold Project in WA’s Murchison Goldfields — a tier-one jurisdiction surrounded by majors Westgold and Ramelius. Luke covers key aspects of Caprice’s strategy:

• High-Grade Gold Results Recent drilling at Island Gold delivered bonanza intercepts over 60 g/t — far exceeding typical high-grade thresholds — with mineralisation open in all directions along a 5km corridor.
• New Gold Zones Discoveries at West Star and Condenser expand the strike to 400m+, with every intercept at depth returning gold and strong potential for significant resource growth.
• Tier-One Location Advantage Proximity to highways, power, processing plants, and mining towns provides Caprice with world-class infrastructure and lowers capital entry costs.
• Fully Funded 20,000m Drill Program $7M cash and a $1M drill-for-equity facility secure the next phases of exploration, with substantial news flow expected over the next six months.
• Diversified Growth Pipeline Exposure beyond gold, including copper, niobium and rare earths at the highly prospective West Arunta project — positioned between WA1 and Tali Resources.

In this Leadership Talks session, we speak with Nathan Smith, CEO of NeuroScientific Biopharmaceuticals (ASX:NSB).

With extensive experience in GMP manufacturing and cell therapy business development, Nathan shares how NeuroScientific is positioning StemSmart — its innovative mesenchymal stem cell (MSC) platform — for global markets, starting in Australia with a special access program, then advancing into U.S. clinical development.

Nathan covers key aspects of NeuroScientific’s strategy:

• StemSmart Differentiation Patented manufacturing process produces activated MSCs that deliver stronger potency, proven safety (200+ patients, 1,000+ doses with no adverse events), and demonstrated efficacy in Crohn’s — including 80% clinical response and 50% remission in early Phase II data.
• Targeting Fistulising Crohn’s First Focus on patients with limited treatment options and severe quality-of-life impacts. Current special access program in Perth aims to treat up to 12 patients, generating real-world data to shape Phase II trial design.
• Expanding to Global Indications & Markets Beyond Crohn’s, StemSmart is being scoped for graft-versus-host disease, lung and kidney transplantation, and other high-inflammation conditions. With Crohn’s alone representing a US$20–30B market, the total addressable opportunity for StemSmart could exceed US$50B+.
• Pathway to the U.S. & FDA Alignment Leveraging recent FDA approval of MSC therapies as validation for the product class. Plans include a pre-IND FDA meeting in 2026, with Phase II patient dosing targeted by late 2026, positioning NSB for U.S. and global expansion.
• Financial Discipline & Manufacturing Readiness Market cap ~$60M and cash position ~$7.5M underpin near-term execution. Current tech transfer to QGen in Brisbane will secure manufacturing supply chain, reduce cost per dose, and ensure scalability for clinical trials and eventual commercialisation.

In this Leadership Talks session, we speak with Hank Holland, Chairman & CEO of Amaero Ltd (ASX: 3DA). Since taking the helm in 2022, Hank has transformed Amaero into the U.S.’s largest, lowest-cost domestic producer of niobium C-103 refractory and titanium alloy powders for mission-critical additive manufacturing.

With deep private equity experience and founder “skin-in-the-game” via Pegasus Growth Capital, Hank outlines how Amaero is building unmatched production capacity, securing long-term contracts, and aligning with U.S. national priorities in defence and manufacturing.

Hank covers key aspects of Amaero’s strategy:

• Strategic U.S. Relocation & Talent Build Shifted headquarters and production from Victoria, Australia to Tennessee to access the strongest powder metallurgy talent pool, lower costs, and streamline large-scale manufacturing.
• Multi-Year Defence & Space Contracts Exclusive five-year C-103 supply deal with Casteon, key supplier to the U.S. defence sector; A$35M long-term agreement with Velo3D — the only U.S.-made metal 3D printing OEM used by SpaceX and major aerospace firms.
• First-Mover Capacity Advantage Operating at ~35% utilisation in FY25 by design, preserving headroom to capture large-scale reshoring contracts. Targeting six times the capacity of the next-largest U.S. competitor once third atomiser is commissioned in June 2026.
• Fully Funded Growth & Disciplined CAPEX A$98.5M raised over three years with $70M in tangible assets; $23M U.S. Export-Import Bank loan secured — no planned equity raise for NASDAQ dual-listing.

In this Leadership Talks session, we speak with John Prineas, Founder and Executive Chairman of St George Mining Limited (ASX: SGQ), a critical-minerals explorer advancing the 100%-owned Arachia carbonatite in Brazil. With over 25 years of mining-sector leadership and a finance background at top investment banks, John shares how St George is poised to become a leading supplier of niobium and rare earths for the energy-transition economy.

John covers key aspects of St George’s strategy:

• Advanced, Low-Risk Arachia Asset An advanced carbonatite deposit in Minas Gerais with extensive drilling already confirming high-grade Nb₂O₅ and TREO—eliminating early exploration risk and accelerating the path to scoping and feasibility studies.
• World-Class Niobium & Rare Earth Grades Head grades of ~0.68% Nb₂O₅ (second-highest globally) with 20-year mine life potential; 40.6 Mt at 4.13% TREO—on par with Mountain Pass and Mount Weld, the two Western-world REE producers.
• Prime Jurisdiction & Government Backing Five km from Arraha town, adjacent to CBMM’s niobium mine; MOU in place with the state government to fast-track permitting; partnerships with Senai & Embrapi to optimize metallurgy and downstream offtake.
• Near-Term Catalysts & Offtake Interest Drill program underway to double the resource and convert Inferred → Indicated; metallurgical testwork and a scoping study due by year-end; immediate end-user offtake enquiries and long-term contracts to finance capex.

With founder skin-in-the-game (A$5 M raised this year, US$3 M of John’s own capital), a clear pipeline of catalysts, and strategic off-take momentum, St George Mining is building a blueprint for next-generation critical-minerals production.

The markets didn’t make it easy this year — but there were some clear standouts.

In our new ECR Panel Discussion, our senior analysts sit down to unpack:

• What worked (and what didn’t) across the ASX small cap space
• The stocks that outperformed and why
• The macro trends shaping 2026 — gold, copper, antimony, and more
• What separates the winners from the rest — visibility, story, execution
• Our top stock picks for the year ahead

Our analysts reflect on the key drivers of market performance over the past financial year — including the rise of gold, renewed momentum in copper, and a return to fundamentals in investor sentiment.

The panel highlights standout performers from our coverage universe, including BlinkLab, Warriedar, Terra Metals, and Strickland, while outlining how visibility, clarity, and credible management separated the outperformers from the rest.

We also unpack our current thinking around commodities, investor engagement, and what we’re watching closely in FY26 — including three stock picks we believe are still significantly undervalued.

In this Leadership Talks session, we speak with Jason Carroll, CEO of Tryptamine Therapeutics (ASX:TYP), a pioneering biotech company focused on precision-delivered psychedelic medicine. With over 30 years of life sciences leadership at Johnson & Johnson, Janssen, and Bristol Myers Squibb, Jason now leads TYP’s mission to transform treatment for complex neuropsychiatric and chronic pain conditions through its proprietary IV-administered psilocin therapy (TRP-8803).

Jason shares insights into Tryptamine’s innovative approach, near-term clinical milestones, and why the company’s focused pipeline could redefine how mental health and pain disorders are treated.

In this session, Jason covers key aspects of Tryptamine’s strategy:

• Precision Psychedelic Delivery TRP-8803 bypasses the challenges of oral psilocybin with controlled IV infusion — enabling faster onset, reduced side effects, and full dose reversibility, giving physicians unprecedented control in psychedelic-assisted therapy.
• Targeting Underserved, High-Impact Conditions TYP’s lead programs target binge eating disorder, fibromyalgia, and irritable bowel syndrome — conditions that affect millions globally, yet have seen little innovation. These three alone represent 45% of the total addressable neuropsychiatric market.
• Promising Early Data, Global Relevance Ahead Tryptamine has already seen 80–100% response rates in early studies using oral psilocybin. Now, with a fully funded clinical program underway and recruitment starting with Swinburne University, TRP-8803 is poised to deliver pivotal data by year-end.
• Veteran Leadership with Pharma Credibility From leading 1,000+ staff at J&J Vietnam to directing business development on blockbuster biologics, Jason brings proven operational and commercial expertise — and a personal investment of $1M — into a sector he once dismissed but now sees as the next wave in CNS therapeutics.

With a differentiated platform, global IP protection, and regulatory-ready data on the horizon, Tryptamine Therapeutics is building the blueprint for next-generation psychedelic medicine.

Disclaimer: Shares In Value directors hold shares in Haranga Resources Ltd (ASX:HAR)

In this Leadership Talks session, we sit down with Peter Batten, Managing Director of Haranga Resources Ltd (ASX:HAR), to discuss the company’s game-changing acquisition of the Lincoln Gold Project—a fully permitted, high-grade gold asset in California’s legendary Mother Lode belt.

With over 40 years of global experience in gold and uranium exploration, Peter explains why this move marks a major turning point for Haranga as it expands beyond West Africa into a proven, infrastructure-rich mining district in the United States.

In this interview, Peter reveals how Haranga is positioned for near-term production and long-term upside:

• Tier-One Location with Historic Grade The Lincoln Mine sits in the richest section of California’s iconic Mother Lode, within the Jackson-Plymouth corridor. Historical production on Haranga’s leases alone totals 3.4Moz, with a current non-JORC resource of 286Koz at 9.3g/t—and drilling to convert to JORC already planned.
• Significant Resource Growth Potential With only shallow drilling completed so far, and nearby mines extending 2km deep, Haranga sees a clear pathway to +1Moz through compliance work, extensional drilling, and identifying unmined historic resources.
• Infrastructure-Ready and Fully Permitted Lincoln comes with an 880m decline, processing plant, and a Conditional Use Permit (CUP)—allowing mining and processing today. Peter explains how this drastically shortens the path to production.
• Fast-Tracked Development Plan A fully funded $6M raise supports an aggressive work program. Drilling begins shortly, with a goal to deliver a JORC resource by year-end and move toward mine planning and production by early 2027.
• Disciplined Execution in a Booming Gold Market At current prices (~US$3,300/oz), Lincoln remains highly profitable—even at half that. Peter outlines how Haranga’s lean team, local operations, and infrastructure reuse strategy ensure capital efficiency and upside.

In this Leadership Talks session, we sit down with Andre Booyzen, Managing Director of Trigg Minerals (ASX:TMG), to discuss the company’s flagship Antimony Canyon Project in Utah and Wild Cattle Creek Project in New South Wales. As one of the few ASX-listed companies dedicated to antimony and gold, Trigg is positioned as a future-critical supplier for global markets amid growing demand for strategic minerals.

With deep operational experience in antimony mining and leadership roles across Australia, South Africa, and Canada, Andre shares Trigg’s commercial roadmap and what makes the company’s strategy stand out.

Andre highlights key aspects of Trigg Minerals’ strategy, including:

• Tier-One Critical Mineral Antimony is essential to defence, solar, batteries, and fire retardants — but the West has little to no domestic production. With prices soaring to ~US$60,000/tonne and strategic reserves depleted, Trigg is positioned to fill an urgent supply gap.
• High-Grade, Historic Resource The Antimony Canyon Project boasts a historic resource of 12Mt @ 0.8% Sb — one of the largest and highest-grade deposits in the US — with significant upside as Trigg moves to convert this into a JORC/SK-1300 resource within 60 days.
• Accelerated Path to Production Trigg aims to begin pilot mining by year-end and full production in 12–18 months — supported by active permitting, US institutional backing, and downstream smelter strategy to service the domestic market.
• Proven Team and Global Support Led by Australia’s only former operating antimony GM, Trigg’s team includes ex-SPMP executives and a former senior US Department of Defense official — positioning the company to fast-track approvals and funding in a geopolitically critical space.

With robust investor backing ($12.5M raise) and boots hitting the ground, Trigg Minerals is delivering on its aggressive timeline to become the leading Western antimony supplier — at a time when the world needs it most.

In this Leadership Talks session, we sit down with Andrew Sparke, Executive Chairman and Founder of QMines (ASX:QML), to explore the company’s strategy, exploration momentum, and vision to become one of Australia's leading copper-gold developers. With a 20-year track record in capital markets and mining, Andrew outlines QMines’ focused expansion and how its high-grade projects are positioned for outsized returns in a rapidly changing commodity cycle.

Andrew shares exclusive insights into QMines' progress across a suite of 100%-owned and advanced-stage assets in Queensland, including:

• Mount Chalmers Copper-Gold Project A high-grade, historic copper-gold mine producing 2% Cu, 3.6g/t Au, and 20g/t Ag—now the centrepiece of QMines’ development plan. Located near key infrastructure, the shallow, open-pittable deposit offers low-CAPEX potential and strong margins, with a PFS showing over $800M in pre-tax cash flow and $1.6B in revenue potential.
• Devlin Creek Project QMines' emerging copper-zinc project features standout intercepts, including 100m @ 1.6% Cu and strong gold-silver grades. Currently hosting two drill rigs and three deposits being integrated into the mine plan, Devlin Creek is set to be a key growth pillar alongside Mount Chalmers.
• Mount Mackenzie Gold-Silver Project A newly acquired, high-grade gold-silver project with an imminent resource upgrade. Strategically located near Devlin Creek, Mount Mackenzie expands QMines’ precious metals exposure while feeding into a larger, integrated production strategy.

With seven deposits, continuous drilling, and a proposed central processing hub, QMines is scaling fast. Backed by ~$3.8M in cash, freehold property, its own drilling company, and a management team with deep M&A experience, QMinesoffers investors significant leverage to copper and gold upside—at an ASX market cap of just ~$15M.

In this Leadership Talks session, we sit down with Andrew Dornan, Managing Director and Co-Founder of Sun Silver (ASX:SS1), to discuss the company's flagship Maverick Springs Silver-Gold Project in Nevada, one of the largest pre-production silver assets in the United States. With over 20 years of experience in mining and project development, Andrew provides detailed insights into Sunsilver’s strategic vision, significant resource growth, and the compelling case for pure-play silver investment.

Andrew highlights key aspects of the Maverick Springs project, including:

• Major Silver Resource Boasting nearly half a billion ounces at 68.29 grams per tonne silver equivalent, the Maverick Springs Project is the largest undeveloped primary silver asset on the ASX and in the US. The project offers significant potential for further expansion and economic upside.
• Strong Drilling Results Recent exploration delivered standout intercepts such as 154.9m at 312g/t silver equivalent and 102m at 111g/t silver equivalent, demonstrating significant high-grade zones and expansive growth potential.
• Strategic Market Position Located in Nevada, a tier-one mining jurisdiction with excellent infrastructure and streamlined permitting processes, Maverick Springs is strategically positioned to leverage the rising industrial and investment demand for silver.

With continuous exploration, metallurgical test work, and upcoming technical studies, Sun Silver is actively progressing towards becoming a major silver developer. The project’s scale, high-grade potential, and strategic location make Sun Silver uniquely positioned to capitalise on the growing silver market.

Chairman Brian Leedman shared how the company is using AI and smartphone tech to transform early diagnosis of conditions like autism and ADHD.

We first initiated coverage on BlinkLab Limited (ASX:BB1) back in February, valuing it at $1.74 — a 545% upside from the current share price. With a world-class team behind it and US market entry on the horizon, BlinkLab remains one to watch.

📄 Read the full report here

In this Leadership Talks session, we speak with Nigel Broomham, CEO of Battery Age Minerals (ASX:BM8), about the company’s growth in the critical minerals sector, with key projects in Canada, Austria, and Argentina. With over 14 years of mining experience, Nigel outlines Battery Age's strategic vision for the future. Throughout the interview, Nigel provides insights and updates on Battery Age’s latest achievements and upcoming catalysts:

• Falcon Lake Lithium Project, Canada Battery Age’s flagship lithium project continues to deliver standout results, including thick, high-grade intercepts and a growing footprint with over 5km of lithium-bearing pegmatites already identified. With market sentiment poised for a rebound, Falcon Lake is well positioned for future upside.
• Blyberg Project, Austria A historic lead-zinc mine with over 700 years of production, Blyberg is now one of Europe’s most compelling critical minerals opportunities. The project produced globally significant germanium concentrates, a semiconductor metal crucial to AI, quantum computing, fiber optics, and defense.
• El Aguila Gold-Silver Project, Argentina Recent fieldwork at El Aguila has returned exceptional grades, including up to 175g/t gold and 4700g/t silver in surface samples. The project covers a large, kilometre-scale mineralised trend and is preparing for a major drill campaign in Q3.

With a current market cap between $6–7M and active drilling ahead at both Blyberg and El Aguila, Battery Age Minerals offers investors ground-floor exposure to some of the world’s most important commodities. News flow is set to accelerate over the next six months, providing multiple potential catalysts for re-rating.

In this Leadership Talks session, we sat down with Christopher Byrne, CEO and Managing Director of Legacy Minerals (ASX:LGM), to discuss the company’s flagship Drake Project, recent resource upgrade, and what’s coming next from this fast-moving NSW explorer.

Legacy Minerals (ASX:LGM) is a New South Wales-focused exploration company advancing a highly promising portfolio across gold, copper, silver, and critical minerals.

Throughout the discussion, Christopher provides insights into Legacy’s latest achievements and future potential:

• 1.2Moz Gold Equivalent Resource at Drake The company’s maiden mineral resource estimate at Drake features gold, silver, and copper in a system historically mined for over 150 years. This resource puts LGM on the radar, with only 17% of it used in the current scoping study leaving substantial upside for future stages.
• Supported by Major Partners Like Newmont and S2 Resources Legacy has secured backing from industry giants in joint ventures. These partnerships validate LGM’s geology, reduce risk, and provide access to deep technical and financial resources while allowing LGM to retain strong upside exposure.
• Active Exploration Across NSW, Including Greenfields Discovery Potential While Drake leads the charge, drilling is also underway at the Thompson Project, one of the largest gold-copper exploration licenses in the state. LGM is also targeting critical minerals via partners like Earth AI and exploring platinum-palladium systems.

With a stage-two scoping study underway, aggressive exploration across multiple projects, and support from major partners like Newmont and S2 Resources, LGM is well-positioned to transition from explorer to emerging developer.

Many of our members hold PIQ in their portfolio, and we know the last 12 months have been frustrating—with the share price pulling back despite strong scientific and commercial progress.

To provide clarity and transparency, we’ve gone straight to the source. In this exclusive interview, CEO Dr. Richard Lipscombe gives a candid update on the company’s journey, major milestones, and what lies ahead as PIQ pivots toward global commercialisation and revenue generation.

Key topics covered in the interview:

• Three World-First Blood Tests Now in Market PromarkerD (diabetic kidney disease), PromarkerEndo (endometriosis), and PromarkerESO (oesophageal cancer)—all supported by peer-reviewed data and superior diagnostic accuracy.
• $4.5M Capital Raise + Open SPP A strong vote of confidence from investors, with funds going towards expanding lab capacity and accelerating market rollout in AU and the US.
• New Direct-to-Market Strategy Moving away from pure licensing, PIQ is now going direct via digital health platforms—enhancing margins, accelerating uptake, and strengthening its negotiation position for future deals.

In this Leadership Talks session, we speak with George Sakalidis, Managing Director of Magnetic Resources (ASX:MAU), to discuss the company’s standout gold assets in WA and why 2025 could mark a major turning point for shareholders.

Magnetic Resources (ASX:MAU) is rapidly emerging as a major gold player, with a 1.9Moz resource at its Laverton-based projects, growing production potential, and one of the highest open-pit grades in Western Australia. Throughout the discussion, George provides insights into Magnetic’s latest achievements and future potential:

• DFS Nearing Completion, Production Decision Imminent Magnetic’s Definitive Feasibility Study (DFS) is set to be finalised in Q2 2025, with first production targeted as early as 2026–27. The company expects to mine 150,000oz per year, significantly above peer averages, driven by both open-pit and underground operations.
• Lady Julie North 4: WA’s Second-Highest-Grade Open-Pit Gold Deposit With 1.55Moz at 2.6g/t, Lady Julie North 4 has delivered 14x resource growth since 2021. The deposit features thick, continuous, and shallow mineralisation — including standout results like 90m @ 4g/t — positioning it for high-margin development.
• Resource Upgrade and Mining Lease Approvals Expected in Coming Weeks A material resource upgrade is expected in the next month, pushing total company resources beyond 2Moz. Simultaneously, mining lease approvals and final Native Title agreements are underway, unlocking full project development.
• Strategic Location Near Major Gold Mills Situated near Granny Smith, Mt Morgans, and other large WA operations, Magnetic’s projects offer not just scale and grade but also strategic optionality for toll treatment, partnerships, or acquisition.

With feasibility studies near completion and M&A interest rising, MAU could be on the cusp of its next chapter.

In this Leadership Talks session, we sat down with Paul L’Herpiniere, Managing Director of Strickland Metals (ASX:STK), to discuss the company’s dual-platform growth strategy across gold assets in Serbia and Western Australia.

Strickland Metals (ASX:STK) is an Australian exploration company with two standout gold projects: the world-class Rogozna project in Serbia and the high-potential Yandal project in Western Australia.

Throughout the discussion, Paul shares important updates and insights across the portfolio:

• Rogozna: World-Class Scale and Growth Upside Currently hosting a 7.4Moz gold equivalent resource — placing it in the top 5% of global gold projects — Rogozna continues to deliver exceptional drill results, including 365.8m at 2g/t gold equivalent. Strickland is undertaking an aggressive 50,000m drill program in 2025, aiming to expand the resource towards 10Moz and uncover new high-impact discoveries like Kotlovi.
• Yandal: High-Value Gold Next to Operating Mills Strickland’s 400,000oz resource at Yandal, adjacent to Northern Star's operations, positions it strategically for future monetisation. Following the $61M sale of a previous Yandal resource, the company is now advancing mining studies at Horse Well and ramping up exploration, targeting further resource growth with 20,000m of drilling planned.
• Strong Balance Sheet Fuelling Expansion With ~$33.8M in cash and shares, Strickland is fully funded for its 2025 exploration plans. Five rigs (soon to be six) are active at Rogozna, and a steady newsflow of drilling results, resource upgrades, and project studies is expected throughout the year.

With a seasoned leadership team, strong cash balance, and aggressive drilling campaigns underway, Strickland is positioning itself for significant resource growth and value creation in 2025.

In this Leadership Talks session, we sat down with Matt Szwedzicki, Managing Director of West Cobar Metals (ASX:WC1), to discuss exciting updates across the company’s portfolio of critical minerals projects.

West Cobar Metals (ASX: WC1) is focused on unlocking the potential of copper, antimony, rare earths, and gold across four key projects. With strong metallurgical breakthroughs, multiple drilling campaigns, and strategic partnerships in place, the company is building momentum in the global critical minerals sector.

Throughout the discussion, Matt shares key updates and strategic insights across the portfolio:

• Breakthrough Metallurgical Results at Bulla Park Initial test work on the unique tetrahedrite-hosted mineralisation at Bulla Park delivered high recoveries and excellent grades of copper, antimony, and silver, with the ability to produce separate, saleable concentrates. This marks a critical de-risking milestone for future development.
• Fraser Range Drilling Campaign Commencing A fully funded $500,000 drilling program (via MinRex Resources partnership) is set to test five large copper-gold targets, including IOCG and BHT systems in the highly prospective Southern Fraser Range. Drilling is expected to begin this quarter, with rapid turnaround on results anticipated.
• Strategic Progress at Salazar Rare Earths Project WC1 continues to advance its Salazar Project through scoping-level development work and strategic partner discussions, targeting rare earths, scandium, alumni,a and high-purity alumina (HPA). The near-surface resource offers strong scalability and long-term potential.

With four active projects and consistent newsflow expected — from further met results and exploration targets at Bulla Park to drilling updates from Fraser Range and Mystique — WC1 is well-positioned for a breakout year.

Catch our latest deep-dive interview with Hedley Widdup, Executive Director of Lion Selection Group (ASX: LSX) — one of Australia’s top mining investors.

Hedley unpacks the macro trends shaping the mining sector and what’s driving Lion’s high-conviction portfolio, including:

• Why junior gold stocks are finally getting big-fund backing
• What sets a high-potential junior miner apart (hint: it's more than the asset)
• Copper’s slow grind higher — driven by long-term demand
• Why timing matters when investing in gold vs copperThe evolving outlook for rare earths and critical minerals

Hear expert insights on junior miners, market cycles, and strategic plays — from a fund delivering +53% returns since 2022.

In this Leadership Talks session, we feature Ivan Fairhall, Managing Director and CEO of Pivotal Metals (ASX: PVT), to discuss the company’s flagship copper project, Horden Lake, in Quebec, Canada.

Horden Lake is a high-grade, infrastructure-adjacent asset with growing critical metals potential. With an experienced leadership team and a clear strategy for growth, Pivotal is advancing multiple high-impact projects across the province.

Throughout the discussion, Ivan provides updates on the company’s strategic milestones, exploration upside, and development plans:

• Horden Lake Resource Update Imminent – A key catalyst is approaching as Pivotal prepares a significant resource update at Horden Lake, incorporating copper, gold, nickel, platinum, palladium, silver, and cobalt into the model for the first time. This update will reflect expanded mineralisation and metallurgical recoveries, forming the foundation for economic studies and strategic investor engagement.
• High Recoveries from Metallurgical Test Work – Recent metallurgical testing confirms excellent recoveries of copper and key by-product metals, producing high-grade concentrates suitable for global smelters. This validates the project's economic viability and positions Pivotal to advance development discussions.
• BAGB Copper-Nickel-PGM Project Progressing – PVT also owns 100% of the highly prospective BAGB project in southern Quebec. With historical bonanza grades and an upcoming exploration push planned, BAGB offers near-term discovery potential and complements the flagship Horden Lake project.

With copper prices near record highs and strong government support in Quebec — including 100% green energy access and tax-incentivised exploration — Pivotal is well-positioned to capitalise on global electrification trends and unlock long-term shareholder value.

In this Leadership Talks session, we feature Dr. Amanda Buckingham, Managing Director of Warriedar Resources (ASX: WA8), to discuss the company’s recent milestones at the Ricciardo Deposit and broader Golden Range Project.

With a sharp focus on gold and emerging critical minerals like antimony, Warriedar Resources is building momentum through resource growth, active drilling, and strategic development in the highly prospective Murchison region of Western Australia.

Throughout the discussion, Amanda provides insights into Warriedar’s growth strategy and what lies ahead:

• Ricciardo Gold Resource Doubled – Warriedar Resources achieved a 99% increase in contained gold ounces at Ricciardo, taking the broader Golden Corridor to 1.2Moz and the total resource base to 1.3Moz. Ongoing drilling continues to deliver strong results, with mineralisation open at depth and along strike.
• Ongoing Drilling Program – Over 20,000m of drilling was completed in 2023, with a further 9,000m yet to come. Current targets include Ricciardo, Windinne Well, and new growth areas like Valencia and M1.
• High-Grade Antimony Discovery –Warriedar is advancing a high-grade antimony opportunity at Ricciardo. With assays confirming wide, shallow, and high-grade mineralisation, a maiden antimony resource is on track for release in April 2025.

With resource growth accelerating, critical mineral exposure expanding, and infrastructure already in place, Warriedar is well-positioned to unlock substantial value for shareholders.

In this Leadership Talks session, we’re joined by Luke Hampson, Managing Director of Nimy Resources (ASX: NIM), to discuss the company’s recent discoveries at the Mons Project, including high-grade copper and gallium mineralisation in a previously unexplored greenstone belt in Western Australia.

Nimy Resources (ASX: NIM) is a mineral exploration company focused on unlocking the potential of a newly identified greenstone belt within the Yilgarn Craton.

Throughout the discussion, Luke provides insights into Nimy Resources’ latest discoveries, strategic direction, and what’s ahead:

• Masson’s High-Grade Copper Discovery – Drilling at the Masson prospect has confirmed a significant copper-nickel-cobalt-PGE system hosted in an unusual magmatic setting. With mineralisation open in all directions and consistent intercepts across multiple holes, Masson has emerged as a major value driver for the company.
• Block 3 East Gallium Opportunity – Nimy’s gallium discovery features unusually high grades, with numerous drill intervals above 100g/t and peak values of 395g/t. As the only explorer outside China with a defined exploration target at these levels, Nimy is positioned as a potential key player in the global gallium market.
• Strategic Gallium Supply Chain Positioning – A collaboration with M2I Global, a US-aligned group specialising in critical metals, is aimed at establishing a direct supply pathway to international defence and tech markets. This agreement puts Nimy ahead of the curve as global demand for gallium accelerates.

With multiple near-term catalysts, deep technical expertise, and critical metals in high demand, Nimy Resources is well-positioned to deliver strong newsflow and investor interest through 2025 and beyond.

In this exclusive Leadership Talks session, we feature Philippa Leggat, Managing Director of Critica Limited (ASX: CRI) to explore how the company’s breakthrough discovery, strategic positioning in the critical minerals sector, and its path to commercialisation.

Critica’s Jupiter Project stands as Australia’s largest and highest-grade clay-hosted rare earth deposit, boasting a global resource of 1.8 billion tonnes at 1,700 PPM total rare earth oxides (TREO).

Throughout the conversation, Philippa shares insights into Critica’s financial outlook and expansion strategy:

• The Jupiter Project places Critica in the league of the world's most significant rare earth deposits. Its grades far exceed those found in China, where the leading clay-hosted deposits average 800 PPM TREO. Jupiter’s high-grade zones, at 2,200 PPM TREO, provide a threefold advantage, positioning it as a top-tier resource.
• Unlike remote projects burdened by high logistics costs, Jupiter is advantaged by direct access to the Geraldton port via a high-quality road, with existing gas pipelines, power infrastructure, and minimal heritage risk. These factors substantially reduce capital and operating expenditures, allowing Critica to accelerate its path to production.
• Critica’s leadership team brings deep expertise in mining, metallurgy, and corporate finance, ensuring a scientifically rigorous approach to project development. By prioritising intellectual property (IP) creation and thorough groundwork, the company is building a robust foundation to avoid costly rework during financing stages.

With sufficient funding for ongoing test work and expansion, the company is focused on delivering key project milestones to drive long-term value creation.

In this insider Leadership Talks session, we feature Blair Vega Norfolk, Founder and Managing Director of Biome Australia (ASX: BIO), to explore how the company is advancing the development and commercialisation of live biotherapeutics and complementary medicines.

Through its premium brand, Activated Probiotics, the company focuses on providing clinically validated products that support gut health, immune function, and overall well-being.

During the conversation, Blair highlights financial performance and expansion plans for Biome Australia:

• Biome Australia reported its first-ever net profit, delivering on its IPO promise. Unlike competitors who cut costs during challenging market conditions, Biome maintained operational investment while driving revenue growth.
• Biome remains Australia’s highest-growth complementary medicine brand in pharmacy for four consecutive years. The company has averaged 77% annual growth over the past three years, with a staggering 61% gross margin, up from 52% pre-IPO. They have built a profit-generating machine for pharmacies.
• Biome is actively scaling in high-value international markets like the UK, Ireland, Canada, and New Zealand, leveraging its professional health practitioner-led model. Unlike competitors focused on high-volume markets like the US and China, Biome is prioritising advanced healthcare markets with strong regulatory trust and sophisticated consumer demand.

With strong partnerships, a premium product portfolio, and scalable international growth, Biome is positioning itself as a long-term leader in live biotherapeutics and complementary medicine.

In this exclusive Leadership Talks session we introduce BlinkLab (ASX:BB1), an ASX-listed company revolutionising neurological testing with AI and smartphone technology. Join us as we speak with CEO & Co-founder Henk-Jan Boele about how BlinkLab is addressing long diagnostic wait times for autism and ADHD while positioning itself for global expansion in digital healthcare.

BlinkLab has developed a patented, smartphone-based neurological assessment platform that provides objective, fast, and highly accurate results.

Throughout the discussion, Henk-Jan shares key highlights and opportunities for BlinkLab:

• BlinkLab’s technology enables real-time therapy monitoring, with preliminary data showing the ability to quantify medication efficacy (e.g., Ritalin for ADHD). This unlocks a subscription-based recurring revenue model, shifting BlinkLab from a one-time diagnostic tool to a long-term healthcare solution.
• BlinkLab is now onboarding its first clinical sites in the U.S. for its FDA 510(k) regulatory trial, a pivotal step toward clearance
• BlinkLab is entering a critical growth phase as it advances its first regulatory trials. With a current market cap of just A$21.13M and our target price of A$1.70, the potential upside and opportunity for growth are massive.

With its disruptive AI-driven approach, regulatory momentum, and high-growth potential, BlinkLab presents a unique opportunity for investors looking beyond traditional sectors into the future of digital healthcare.

Cannindah Resources Limited’s flagship Mt Cannindah Project has seen a remarkable transformation, with resource growth capturing the attention of industry leaders. Throughout the discussion, Tom shares key highlights and opportunities for Cannindah Resources Limited:

• The Mt Cannindah resource has expanded from 5.5 million tonnes to 14.5 million tonnes at 1.09% copper equivalent. Current drilling aims to triple the resource to 50 million tonnes, unlocking substantial value for shareholders.
• The Southwest IP anomaly, 2-3 times larger than the current resource, has strong geophysical signatures similar to the existing deposit. This undrilled high-priority target could deliver game-changing results, with drilling already underway.
• Metallurgical tests confirm high recovery rates and saleable concentrate grades, even for lower-grade material. The resource is constrained to an open-pit table area from surface to 350 metres, making it a commercially viable project with minimal overburden removal required.

With substantial resource expansion, strong backing, and high-potential targets, Cannindah Resources is poised for transformative growth in 2025.

Boab Metals Limited is an Australian listed company developing the Sorby Hills Lead-Silver-Zinc Project in Western Australia. 50km northeast of Kununurra in the East Kimberley of Western Australia. Sorby Hills is Australia’s largest undeveloped, near-surface lead-silver deposit with granted mining leases, and EPA approval and is 150km from the Wyndham Port.

Throughout the discussion, Simon outlines Boab Metals' key highlights and expansion plans:

• Recent exploration success has revealed significant zinc potential, increasing the resource's value and future development opportunities. This includes a newly discovered mineralisation area just 2 km from existing reserves, where additional drilling is planned.
• Completion of the FEED study with an updated NPV exceeding 400 million in MPV and improved IRRs, reinforcing the project's strength.
• Boab Metals is on track to acquire 100% of the Sorby Hills Project, streamlining operations and enhancing financing prospects.

Boab Metals is strategically positioned to leverage infrastructure and the strong demand for lead and silver, which are driven by the EV and renewable energy sectors.

White Cliff Minerals is a mineral exploration company that recently acquired over 800km² of highly prospective ground in Canada. Their recent exploration results have turned heads with truly remarkable copper grades that have caught the attention of industry experts and some very high-profile investors.

Throughout the discussion, Troy and Rod share the three key highlights and expansion plans for White Cliff Minerals:

• The Great Bear Project in Canada identified high-priority districts, with copper grades peaking at 40% and silver at 250 g/t. It holds a lot of potential for significant copper, gold, silver, and uranium discoveries.
• The team has secured airstrip licenses at the Ray Project in Canada, which is pivotal in cost-saving and supporting future drilling programs.
• With the recent $5 million capital raise, led by John Hancock, White Cliff Minerals is fully funded to execute its 2025 drilling campaign, focusing on unlocking more significant discoveries and de-risking its projects.

With substantial funding in place and intensive drilling planned for 2025, White Cliff Minerals is poised to unlock major opportunities in the copper, gold, silver, and uranium sectors.

Magnetic Resources boasts the second-highest grade open-cut gold deposit in WA for over 1 million ounces at its flagship Lady Julie North Gold Project.

Throughout the discussion,  George outlines Magnetic Resources' promising growth trajectory and strategic initiatives:

• Significant resource expansion potential at the Lady Julie North Gold Project, with ongoing deep drilling supported by high-grade deposits and updated metallurgical studies.
• Strategic opportunities for mergers and acquisitions with nearby processing plants operating below capacity, positioning Magnetic Resources to leverage existing infrastructure and expedite production.
• Impressive financial growth with an increased net present value (NPV) of the Lady Julie Project from $547M to $925M, driven by favourable gold prices and robust economic indicators.

With a solid strategic foundation, Delta Lithium is well-positioned to capitalise on the current high gold prices and the growing demand for lithium.

Throughout the discussion, James Croser highlights Delta Lithium's strong position and ambitious plans:

• A strategic approach to capital allocation, backed by a strong balance sheet with $87 million in cash, ensuring careful and effective use of resources to maximise shareholder value.
• Delving into the maiden, large, and high-grade lithium resource estimate at the Yinnetharra Project, highlighting the company’s efforts to expand and refine its resource base.
• The support of industry giants as board and shareholders providing Delta Lithium with unparalleled strategic advantages and access to industry-leading expertise.

Brightstar Resources has had an exceptional year, particularly with its strategic acquisitions of Alto Metals and Gateway Mining's gold deposits in the eastern goldfields of Western Australia. These acquisitions bring the company's total resources to an impressive 1.5 million ounces, positioning the company for significant growth and near-term development opportunities.

Throughout the discussion, Alex Rovira shares the company is rapidly advancing toward becoming WA's next mid-tier gold producer with:

• Strategic Acquisitions: Alto Metals and Gateway Mining's gold deposits boost resources to an impressive 1.5 million ounces.
• Near-Term Development: Advancing rapidly toward becoming WA's next mid-tier gold producer.
• Expansion Plans: Three drill rigs in action and a balanced portfolio set for growth in the Sandstone District.
• Key Hires: Nikki Martin joins as CFO, bringing crucial expertise for the next growth phase.

Recent exploration has been methodical, revealing the project's true potential. The Redcastle Gold Project now boasts a maiden JORC Resource of ~11,000 ounces, with further expansion from recent diamond drilling. The project is estimated to have about 430,000 ounces at Queen Alexandra (QA) and Redcastle Reef, with significant upside at both locations.

Redcastle Resources Ltd sees itself as undervalued, with significant potential for resource expansion at depth. Key developments and strategic plans include:

• Recent diamond drilling at Queen Alexandra has revealed promising high-grade results, including a maiden JORC resource of approximately 11,000 ounces in oxide material and an exploration target in fresh material of 140,000 to 380,000 ounces.
• Potential Gold Resources is about 430,000 ounces at Queen Alexandra and Redcastle Reef with upside at both locations.
• There are also plans for further drilling to define a Resource at Redcastle Reef and test the deeper high-grade mineralisation.

Biome Australia stands out by conducting its own clinical trials on finished products, ensuring the highest standards of efficacy and safety. Key products like Biome Lift and Biome Daily Kids are results of extensive research collaborations with universities. The company has several more studies in the pipeline, focusing on a variety of health conditions, ensuring a continuous stream of innovative products.

As a prominent entity in the probiotic industry, Biome Australia has achieved significant growth. Sales soared from $800,000 in FY20 to $13 million in FY23, surpassing forecasts.

Biome Australia's products are currently available in over 5,000 distribution points across Australia, including major pharmacy chains. Despite the potential to expand further, the company adopts a conservative approach to ensure sustainable growth without compromising financial stability. The focus remains on optimising sales within the existing network before expanding further.

The company also has plans for international market expansion, starting with the UK and Ireland. Biome Australia has reached significant milestones that affirm its continued growth with a clear strategy - expansion with an opportunity to double their distribution, expand to new markets, and reinvest for growth.

Looking ahead, Warriedar Resources has outlined ambitious key developments and strategic plans for rapidly building its resource inventory:

• The company boasts a sizable and high-grade total resource estimate of 2 million ounces of gold, with more than half in the higher confidence measured and indicated categories.
• Active and extensive drilling to expand current resources and discover new deposits.
• A strategic focus on expanding resources within a 25-kilometer stretch, rich in gold deposits and historic pits.

Proteomics International specialises in predictive diagnostics using the Promarker platform to identify protein biomarkers from a blood sample. This allows early disease detection, enabling precision medicine. PromarkerD can predict diabetic kidney disease up to four years in advance, significantly improving patient outcomes and reducing healthcare costs.

The company maintains a tight operation with a quarterly burn rate of $1.5 - $2M and $9M in the bank. They generate revenue from their analytical services business, with plans to increase through diagnostics commercialisation.

With partnerships in Europe and plans for the Asia-Pacific region, Proteomics International is well-positioned for international growth. Proteomics International has partnered with Sonic Healthcare for the commercialisation of PromarkerD in the U.S. Sonic Healthcare’s extensive network and aggressive market growth makes them an ideal partner. The recent achievement of proprietary laboratory analysis (PLA) code for PromarkerD by the Centers for Medicare and Medicaid marks a significant milestone, enabling broader market acceptance and reimbursement.

The Salazar Project is renowned for its abundant critical minerals, including scandium, rare earth elements (REEs), titanium dioxide, and alumina, found mainly in the saprolite clays near the surface. Its proximity to critical infrastructure such as roads and the port of Esperance greatly facilitates the project's operational logistics.

Looking ahead, West Cobar Metals has outlined an ambitious schedule for exploration and development, including:

• Upcoming drilling projects aimed at high-grade zones rich in scandium, gallium, REE, and TiO2.
• Validation of a straightforward processing flowsheet designed to harness multiple revenue streams.
• Metallurgical studies focused on optimising the recovery and processing of these vital minerals.

With the escalating demand for critical minerals, essential for a range of advanced technologies from renewable energy solutions to aerospace and electronics, West Cobar Metals is gearing up to expand its resources and improve its processing efficiency to align with these market demands.

The Salazar Project is renowned for its abundant critical minerals, including scandium, rare earth elements (REEs), titanium dioxide, and alumina, found mainly in the saprolite clays near the surface. Its proximity to critical infrastructure such as roads and the port of Esperance greatly facilitates the project's operational logistics.

Looking ahead, West Cobar Metals has outlined an ambitious schedule for exploration and development, including:

• Upcoming drilling projects aimed at high-grade zones rich in scandium, gallium, REE, and TiO2.
• Validation of a straightforward processing flowsheet designed to harness multiple revenue streams.
• Metallurgical studies focused on optimising the recovery and processing of these vital minerals.

With the escalating demand for critical minerals, essential for a range of advanced technologies from renewable energy solutions to aerospace and electronics, West Cobar Metals is gearing up to expand its resources and improve its processing efficiency to align with these market demands.

As a prominent entity in the biotech sector, Dimerix stands out with a proforma cash balance of $34.8 million as of December 2023, and a robust market capitalization of $165 million, paired with a share price of $0.3.

The therapeutic landscape for FSGS (Focal Segmental Glomerulosclerosis) is notably underserved, with few effective treatments available. FSGS impairs the kidneys' filtering capacity, leading to severe health issues. Managing proteinuria, or protein in urine, is vital for patients, making innovative treatments like DMX-200 crucial for both managing and potentially reversing the progression of the disease.

Dimerix has reached significant milestones that affirm the commercial viability of DMX-200, laying a solid foundation for its ongoing development and anticipated market launch. The company has laid out a series of upcoming milestones, including completing various phases of clinical trials. The Phase 3 trial timeline is meticulously planned to ensure comprehensive testing and evaluation of the drug’s efficacy and safety.

Impact Minerals is on the brink of becoming a key player in the HPA industry with their Lake Hope project in Western Australia. The site boasts an estimated reserve of 880,000 tonnes of alumina, supporting a projected mine life of over 50 years with an annual production target of 10,000 tonnes. This venture, backed by a promising scoping study, positions the company well within the market with an NPV valued at A$1.334 billion versus a market capitalisation of just A$40 million, highlighting a significant growth potential.

As the HPA market anticipates a supply deficit by 2026, Impact Minerals is strategically poised as one of the lowest-cost producers globally. The interview delves into the steps they are taking to achieve this, from initiating environmental studies to piloting advanced metallurgical processes.

Alto Metals stands out with over 740 square kilometres in the prolific Sandstone Greenstone Belt, an area renowned for its surrounding multi-million ounce gold deposits and active mines. The company is at the forefront with its expanding open-pit gold resource, featuring a shallow open-pit resource of 17.6 million tons at 1.5 g/t gold, amounting to 832,000 ounces. Optimised within a $2,500/oz pit-shell, this impressive resource encapsulates 80% of the unconstrained Mineral Resource Estimate (MRE) of 23.5 million tons at 1.4 g/t gold for 1.05 million ounces.

The Sandstone Gold Project, with its deep-rooted history of producing over 1.3 million ounces of gold since the 1890s, continues to hold substantial discovery potential, especially considering the limited exploration conducted below 100 metres in depth. The updated MRE underscores a robust open-pit gold resource that remains open for exploration both along strike and at depth. Significantly, with a total Indicated and Inferred Open-Pit Gold Resource of 832k ounces at 1.5 g/t gold, the resource is optimised and pit constrained at a $2,500/oz using a 0.5 g/t cut-off, with the shallow mineral resources representing 90% of the MRE within the top 150 metres, underlining the project's expansive potential.

Alto Metals' strategic positioning and its Sandstone Gold Project's substantial gold resource, combined with high gold recovery rates of up to 98%, not only set a solid foundation for the company's future but also highlight the project's expansion capabilities and its alignment with rallying gold prices. This, undoubtedly, makes Alto Metals a notable entity in the gold mining sector and a potentially valuable component of an investment portfolio.

Hammer Metals is exploring two of the best metals provinces in Australia. The first is the Bronzewing South Project located in the Yandal Gold Province, WA, where 24Moz of gold has been produced historically. Hammer Metals holds a 100% interest in ~290 sq.km. of tenements here, and they have been exploring and expanding their footprint in the prime gold exploration region. Additionally, the company has also struck lithium on the eastern side of the Kathleen Valley granite, ~40km east of Liontown’s world-class Kathleen Valley Lithium project.

The second is the Mount Isa Project, located in the Mount Isa Province, North Queensland, home to one of the world’s largest base metals regions. The Mount Isa project includes five copper/gold JORC resources and a range of early-stage greenfield prospects. Here, Hammer has established a JORC mineral inventory in excess of 400kt of copper equivalent metal and a dominant land holding ~2600 sq.km. in one of Australia’s best copper exploration provinces. Initial drilling has also discovered a potentially significant copper-rare earths system with valuable heavy rare earths.

Elevate Uranium offers exposure to two Tier-1 Uranium Mining Jurisdictions - Namibia & Australia. Namibia is the 3rd largest producer of uranium and has the 5th largest resources globally. Elevate is the holder of the country's largest tenement area for uranium. They have two uranium exploration project areas, the Central Erongo Project Area and the Namib Uranium Project Area. At the former is the Marenica Uranium Project, where EL8 has a large inferred uranium resource of 61 million pounds, and at the latter is the Koppies Uranium Project, which has an inferred uranium resource of 20.3 million pounds.

In Australia, the 4th largest producer and resource base in the world, Elevate has a portfolio of tenements containing substantial uranium resources that, in total, contain 48 million pounds of high-grade uranium. Additionally, Elevate's wholly-owned patented U-pgrade process is the icing on the cake, potentially an industry-leading and economically transformational beneficiation process for upgrading surficial uranium ores.

Venture Minerals is at the forefront of rare earth element (REE) exploration, having recently entered a joint venture (JV) agreement to develop the Iron Duke REE Project (Jupiter Prospect). This project is notable for its two shallow historic drill holes, each revealing broad, high-grade intersections of Total Rare Earth Oxides (TREO), indicating strong potential for a significant new REE discovery. Situated immediately south of the 100% owned Brothers REE Project, and with the addition of a new 504 km² tenement package adjacent to both Brothers and Iron Duke Projects, the total area under exploration has expanded to 1,165 km² of high-potential REE land.

The Jupiter REE discovery is uniquely positioned, benefiting from close proximity to existing infrastructure and rare earth processing facilities owned by Lynas and planned by Iluka. This strategic location supports Jupiter's trajectory to become Australia's largest high-grade clay-hosted REE discovery.

Recent drilling activities at Jupiter have been highly promising, delivering record drill intersections such as 48 meters at 3,025 ppm TREO. Moreover, other drill sites have reported exceptionally high-grade results, including assays of up to 10,266 ppm and 20,538 ppm TREO, the latter being among the highest clay-hosted REE assay results recorded in Australia.

Venture Minerals' ambitious exploration efforts and strategic project locations underscore the company's potential to significantly impact the REE sector. With the demand for rare earth elements on the rise, Venture Minerals is well-positioned to capitalize on this growing market, offering an exciting investment opportunity in the critical minerals sector.

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