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The Hole Truth: Mining Investment Podcast

The Hole Truth: Mining Investment Podcast

By: Resources Rising Stars
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About this listen

 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
  • Peninsula Energy on the Uranium Rebound - George Bauk (ASX: PEN)

    Peninsula Energy on the Uranium Rebound - George Bauk (ASX: PEN)
    Jan 27 2026

    Peninsula Energy has overcome its challenges at the Lance Uranium Project in the US and is now generating solid results, as shown by the share price. MD George Bauk has been in the job for a year and has delivered some excellent results, with more to come.

    Guest Bio

    George Bauk is the Managing Director and Chief Executive Officer of Peninsula Energy. He is an experienced resources executive with a background in mine development, operations, and corporate leadership across the energy and mining sectors. Since taking the helm at Peninsula Energy, George has overseen a strategic and operational turnaround at the Lance Uranium Project, focusing on execution discipline, cost control, and alignment with improving uranium market fundamentals.

    Produced by Resource Media

    The Hole Truth: Mining Investment Podcast is a product of Read Corporate.

    Please note that Read Corporate does not provide investment advice and investors should seek personalised advice before making any investment decisions.

    Links

    The Hole Truth LinkedIn: https://www.linkedin.com/showcase/the-hole-truth-podcast The Hole Truth YouTube: https://youtube.com/playlist?list=PLI4sZkSfEpPi_u7OrD7lQ-tZHbdy6EhCC&si=iOcGscff7kMSw8c7 The Hole Truth Website: https://resourcesrisingstars.com.au/the-hole-truth-podcast/ The Hole Truth Instagram: https://www.instagram.com/theholetruthpodcast/ Company Website: https://www.pel.net.au/

    Key Insights

    Operational Reset at Lance Delivers Results Peninsula Energy has worked through technical and operational challenges at the Lance Uranium Project, enabling more consistent performance. The reset has restored confidence in the asset’s ability to contribute meaningfully as market conditions improve.

    Leadership Stability Driving Execution George Bauk’s first year as Managing Director has focused on execution discipline and accountability. This leadership stability has been critical in rebuilding market confidence and delivering measurable progress.

    Uranium Market Tailwinds Strengthen the Investment Case Rising uranium prices and renewed long-term contracting activity are improving project economics across the sector. Peninsula Energy is leveraged to these tailwinds as utilities seek secure supply from established jurisdictions.

    US-Based Production Offers Strategic Advantage The Lance project’s location in the United States provides geopolitical and supply-chain advantages. This positioning is increasingly relevant as Western utilities prioritise domestic and allied sources of uranium.

    Share Price Reflects Improving Fundamentals Recent share price performance signals growing investor recognition of Peninsula Energy’s turnaround. As operational delivery continues and uranium demand strengthens, further re-rating potential remains.
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    20 mins
  • Chalice is Riding The Return to Hybrids and Petrol Engines - Alex Dorsch (ASX: CHN)

    Chalice is Riding The Return to Hybrids and Petrol Engines - Alex Dorsch (ASX: CHN)
    Dec 23 2025
    Chalice's fortunes are strongly linked to the palladium price, and the palladium price is running as the world realises that hybrids and petrol engines are a big part of the future of the car industry. Guest Bio Alex Dorsch is the Managing Director and Chief Executive Officer of Chalice Mining. He is a geologist with more than 15 years’ experience across exploration, project development and capital markets, having worked in senior technical and corporate roles within the Australian resources sector. Since joining Chalice, Alex has led the discovery, advancement and strategic repositioning of the Julimar–Gonneville PGM–Nickel–Copper project in Western Australia.

    Produced by Resource Media

    The Hole Truth: Mining Investment Podcast is a product of Read Corporate.

    Please note that Read Corporate does not provide investment advice and investors should seek personalised advice before making any investment decisions. Links The Hole Truth LinkedIn: https://www.linkedin.com/showcase/the-hole-truth-podcast The Hole Truth YouTube: https://youtube.com/playlist?list=PLI4sZkSfEpPi_u7OrD7lQ-tZHbdy6EhCC&si=iOcGscff7kMSw8c7 The Hole Truth Website: https://resourcesrisingstars.com.au/the-hole-truth-podcast/ The Hole Truth Instagram: https://www.instagram.com/theholetruthpodcast/ Company Website: https://chalice.com.au/ Key Insights Hybrid Vehicles Are Reshaping Palladium Demand The global pivot away from an all-EV future has re-established hybrids as a long-term transition technology. Hybrids require higher palladium loadings in catalytic converters, keeping demand resilient despite slower EV uptake. Supply Constraints Create Strong Price Leverage Palladium supply remains highly constrained, with minimal new investment in Russia and South Africa. In a relatively small market, even modest demand shifts can drive sharp price increases. Gonneville Is Highly Leveraged to Palladium Upside Chalice’s Gonneville project offers rare scale exposure to palladium in a Tier-1 jurisdiction. Each US$100/oz increase in the palladium price adds substantial value to project NPV, highlighting strong upside leverage. Simplified Processing Has Transformed Project Economics A major metallurgical breakthrough allowed Chalice to remove a capital-intensive downstream processing stage. This materially reduced capex, simplified the flowsheet and improved robustness across commodity cycles. Conservative Assumptions De-Risk the Investment Case The project’s pre-feasibility study uses palladium price assumptions well below spot levels. This conservative approach demonstrates economic viability at the bottom of the cycle, while preserving significant upside in a rising price environment

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    20 mins
  • Black Bear Running Flat Out at New Texas Silver Project - Dennis Lindgren (ASX: BKB)

    Black Bear Running Flat Out at New Texas Silver Project - Dennis Lindgren (ASX: BKB)
    Dec 17 2025

    Black Bear Minerals (ASX: BKB) has just acquired a silver project in Texas. It's the highest-grade silver resource on the ASX. The company has an aggressive drilling

    program already underway, with assays set to come in the new year. The

    exploration program will take place in conjunction with the ongoing work at the

    company's gold project in Nevada.

    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.

    RESOURCES

    LinkedIn: https://www.linkedin.com/showcase/the-hole-truth-podcast

    YouTube: https://youtube.com/playlist?list=PLI4sZkSfEpPi_u7OrD7lQ-tZHbdy6EhCC&si=iOcGscff7kMSw8c7

    Website: https://resourcesrisingstars.com.au/the-hole-truth-podcast/

    Instagram: https://www.instagram.com/theholetruthpodcast/

    Company Website: https://blackbearminerals.com.au/
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    17 mins
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