Latest news with #BarryFitzGerald
The Australian
2 days ago
- Business
- The Australian
Explorers Podcast: Green Critical Minerals
Stockhead's 'Garimpeiro' columnist Barry FitzGerald is back in the studio for another instalment of The Explorers Podcast. In this edition, Barry speaks with Green Critical Minerals (ASX:GCM) managing director and CEO Clint Booth about the company's push to integrate its Kimberley graphite project with cutting-edge thermal management tech for the AI and data centre markets. GCM's very high density (VHD) graphite is outperforming copper and aluminium in heat transfer, offering major efficiency gains for hyper-scale computing. Booth also outlines upcoming milestones, including customer testing, production ramp-up, and a planned US listing. Tune into the latest Explorers to learn more. This podcast was developed in collaboration with Green Critical Minerals, a Stockhead advertiser at the time of publishing. The interviews and discussions in this podcast are opinions only and not financial or investment advice. Listeners should obtain independent advice based on their own circumstances before making any financial decisions.
News.com.au
5 days ago
- Business
- News.com.au
Barry FitzGerald: Titan's Ecuadorian gold and copper beasts are getting too big to ignore
'Garimpeiro' columnist Barry FitzGerald has covered the resources industry for 35 years. Now he's sharing the benefits of his experience with Stockhead readers. It was a cold night and Melainie Leighton was battling a heavy cold. But the Titan Minerals (ASX:TTM) boss had a message to deliver to the crowd at the Melbourne Mining Club's "Cutting Edge'' showcase for junior explorers. Leighton's message was that there was a disconnect between what Titan has achieved in Ecuador on the gold and copper front since 2020 and the company's market cap of $88 million (34c a share). "When you think about the gold resources we have established (3.1Moz) and the joint venture we have done (with Gina Rinehart's Hancock Prospecting), clearly there is a fairly large disconnect there,'' Leighton said. The disconnect is a common lament for junior explorers operating overseas. And as Leighton suggested, in Titan's case it could well reflect a lack of knowledge or appetite by ASX investors for projects in Ecuador or South America more generally. That could well be the case. But there comes a time when projects reach a scale that become too big to ignore, which is a pathway Garimpeiro reckons Titan's projects are headed down. If the local market doesn't buy in to the story, it could well be a takeover bid that closes the disconnect. That's because gold and copper development assets of scale are becoming increasingly rare. South America generally and the emerging mining industry in Ecuador have the lion's share of what is available. It's why BHP and Rio Tinto have gone to South America in recent times to fill their development pipelines with copper/gold and lithium assets. Apart from high level prospectivity, there is the attraction of low energy and labour costs, and the rise of pro-mining sentiment. What lies beneath? Answer: plenty In ASX terms, Titan's 3.1Moz gold and 22Moz silver resource at its Dynasty project is a big deal, not that the current market cap reflects that status. The epithermal gold and silver system is set to get bigger, too. "We have just completed a 10,000m resource growth program at Dynasty and we are now undertaking a 6,000m resource conversion program to feed in to a (project) de-risking study,'' Leighton said. A resource update is planned for late this quarter. "We know we have got 3.1Moz in the top 400m but what could lie beneath and laterally?'' Leighton answered her own question: "We are looking to grow to 5m oz plus at Dynasty.'' Dynasty also has a copper leg as three large-scale porphyry targets have been identified by Titan which will be tested in time. And regionally, the 100% owned Copper Duke porphyry prospect will be drilled in coming months. It is the big-time porphyry copper potential of Titan's ground in southern Ecuador that attracted the interest of Hancock Prospecting which is also busy in the north of the country . A deep-pocketed delve into Andean copper Titan became a 45c stock in September last year when it signed up Hancock Prospecting subsidiary Hanrine to an earn-in agreement under which Hanrine could spend up to $US120 million to earn an 80% stake in Titan's Linderos copper project. Linderos is an early stage copper-gold project initially worked up by Titan drilling as a target worthy of a lot more drilling by an incoming party with deeper pockets. There are various earn-in milestones in the joint venture agreement. Hanrine started drilling in November last year and has already met the stage one and two commitments to take its interest in the project to 30%. Drilling results to date have been typical Andean porphyry copper type stuff – 398m at 0.24% copper equivalent and 735m at 0.23% copper equivalent. So the scale is there. Now to zero in on better grades. Hanrine is now in stage 3 of the earn-in agreement which requires it to drill another 15,000m to take its ownership to 51%. Assay results are likely this quarter. So it could be a case of if it's not the gold that fires up investor or a predator's interest in Titan, it could be the copper. Or both.
The Australian
04-08-2025
- Business
- The Australian
Explorers Podcast: BRX ready to strike in Botswana's red-hot copper belt
Stockhead's 'Garimpeiro' columnist Barry FitzGerald is back in the studio for another instalment of The Explorers Podcast. In this edition, Barry speaks with Belararox (ASX:BRX) managing director Arvind Misra, who brings us up to speed on the company's exciting copper hunt in Botswana's Kalahari Copper Belt, one of the world's hottest copper exploration regions. With major players like Sandfire, MMG and BHP circling nearby, BRX has locked down a dominant 4,200km² landholding and is gearing up to drill its first holes in the second half of August. Misra also dives into speaking about the company's copper-gold porphyry and epithermal targets in Argentina, where the next field season could bring big news from the Toro South prospect. Tune into the latest Explorers to find out more. This podcast was developed in collaboration with Belararox, a Stockhead advertiser at the time of publishing. The interviews and discussions in this podcast are opinions only and not financial or investment advice. Listeners should obtain independent advice based on their own circumstances before making any financial decisions. Sponsored Nova Minerals has released a conceptual processing flowsheet for its 1.24Moz RPM deposit in Alaska. Sponsored Rhythm Biosciences has announced that its second-generation ColoSTAT blood test detects colorectal cancer consistently across all stages of the disease.
Herald Sun
04-08-2025
- Business
- Herald Sun
Explorers Podcast: West Coast Silver
Don't miss out on the headlines from Stockhead. Followed categories will be added to My News. Stockhead's 'Garimpeiro' columnist Barry FitzGerald is back in the studio for another instalment of The Explorers Podcast. In this edition, Barry speaks with West Coast Silver (ASX:WCE) executive chairman Bruce Garlick about the company's renewed silver focus at the high-grade Elizabeth Hill project in WA's Pilbara. With silver prices on a tear, WCE is ramping up exploration to uncover more high-grade hits. Bruce also hints at near-term drill results and a pipeline of targets along the fertile Money Money fault. Tune into the latest Explorers to find out more. This podcast was developed in collaboration with West Coast Silver, a Stockhead advertiser at the time of publishing. The interviews and discussions in this podcast are opinions only and not financial or investment advice. Listeners should obtain independent advice based on their own circumstances before making any financial decisions. Originally published as Explorers Podcast: High hopes and high grades as West Coast Silver digs into Elizabeth Hill
The Australian
28-07-2025
- Business
- The Australian
LNQ starts phase 1 drilling at Gilmore
Special Report: LinQ Minerals has begun phase 1 drilling at the Gidginbung gold deposit at its Gilmore gold-copper project in NSW. LNQ kicks off phase one drilling at Gidginbung and Dam deposits at Gilmore project Company targeting extensions to historical mineralisation RC & diamond drilling commenced at Gidginbung deposit The move marks the first drilling at Gidginbung since 2001, targeting extensions of known mineralisation and untested depth potential at the deposit which had historical production of ~540,000oz gold from open pit mining between 1987 and 1996. The 16,000m drilling program will consist of RC and diamond drilling initially across the Gidginbung and the Dam deposits which host a combined resource of 55Mt for 1.2Moz gold and 120,000t copper. Notably, this southern zone of the broader Gilmore project spans around 6km of mineralised corridor holding multiple prospects (Mag H1, Woolshed and Fields) – all of which lie within a highly prospective arc transfer structure geologically analogous to the Cadia copper-gold complex to the northeast. Listen: Clive Donner chats with Barry FitzGerald In a recent instalment of the Explorers Podcast, host Barry FitzGerald spoke LinQ Minerals (ASX:LNQ) executive chairman Clive Donner about the company's flagship Gilmore Gold-Copper Project in NSW's prolific Lachlan Fold Belt after making its recent entrance onto the ASX. Dam drilling to follow The program aims to confirm the continuity of current higher-grade cores and generate samples for metallurgical test work. Following the initial Gidginbung drilling, the drill rig will relocate to the Dam deposit for approximately 2,100m of RC and diamond drilling. 'We are excited to begin drilling at Gidginbung, one of the key gold deposits in our highly prospective Gilmore project,' LinQ Minerals (ASX:LNQ) executive chair Clive Donner said. 'The commencement of drilling is an important step in unlocking the broader scale of this system, particularly at depth and along strike.' This article was developed in collaboration with LinQ Minerals, a Stockhead advertiser at the time of publishing. This article does not constitute financial product advice. You should consider obtaining independent advice before making any financial decisions.
