MarketOpen Podcast

MarketOpen Podcast

di MarketOpen Australia

MarketOpen Podcast Episode 165 - Impact Minerals

Joining the podcast today is Dr Mike Jones, Managing Director of Impact Minerals, ASX: IPT. Mike joins us to discuss Impact Minerals’ strategy across high purity alumina development, emerging sulphate of potash and hydrochloric acid opportunities at Lake Hope, and exploration progress across the company’s broader project portfolio. Introduction to Company 1. For listeners who may be discovering Impact Minerals for the first time, can you introduce the company and explain the core focus of the business today? Strategy 2. Impact has several projects progressing across different commodities and development stages. How would you describe the company’s overall strategy for building long term value across the portfolio? Flagship Projects 3. The Lake Hope project has become a central asset for Impact. What makes this project technically and strategically important for the company? 4. The recent announcement outlined a potential pathway to produce sulphate of potash and hydrochloric acid from lake clays. What led the team to explore this additional opportunity alongside the existing High Purity Alumina development? Market Dynamics 5. From a market perspective, how do you view the demand dynamics for products such as high purity alumina, sulphate of potash and hydrochloric acid, and how does that shape your development strategy? Growth Opportunity 6. Impact has also been advancing its HiPurA® high purity alumina program through the Alluminous partnership. How significant is this development pathway in terms of accessing advanced technology and battery markets? 7. The shipment of high purity alumina samples for testing represents an important milestone. What does this step mean in terms of validating the product and moving toward potential commercial applications? Community Engagement8. Many of Impact’s projects are located in regional areas. How important is community engagement and maintaining strong relationships with local stakeholders as projects progress? Financial Position 9. Resource development and technology programs require careful capital management. How is Impact approaching funding, partnerships and capital allocation as it advances these projects? Industry Collaboration 10. Impact has worked with a range of partners across technology development and exploration programs. How important are industry collaborations in accelerating both technical progress and market access? Exploration Portfolio 11. The company also continues to explore in the Broken Hill region, which is one of the most historically significant mining districts in Australia. What excites you most about the exploration potential in that area? 12. Recent geophysical work has identified deep conductive structures and near surface targets. How do these kinds of results guide the next steps in exploration and drilling programs? Upcoming Milestones 13. Looking ahead over the next year, what are the key milestones investors and stakeholders should be watching across the Impact Minerals portfolio? Strategic Direction 14. As the company continues to develop both technology driven projects and exploration assets, how do you see Impact positioning itself within the broader resources and advanced materials sector? Vision of Success 15. Finally, when you look five to ten years ahead, what does success look like for Impact Minerals and what role do you hope the company will play in global supply chains?

MarketOpen Podcast Episode 164 - Australian Oil Company (ASX:AOK)

Managing Director Kane Marshall joins the podcast today to run through the following questions. Introduction to Company 1. For investors new to the story, can you introduce Australian Oil Co and explain the focus of the Surat Basin assets? Strategy 2. What is the core strategy behind restarting production and optimising existing wells before expanding exploration? Flagship Projects 3. Can you walk us through the significance of the Emu Apple and Riverslea fields within the company’s portfolio? Market Dynamics 4. How does the domestic oil market in Australia influence the opportunity for these assets? Growth Opportunity 5. The presentation highlights step-out drilling targets and undrilled plays. How large could the broader exploration opportunity be? Community Engagement 6. How does Australian Oil Co work with regulators and local stakeholders to ensure responsible development of these fields? Financial Position 7. The project already has infrastructure and production history. How does that affect capital requirements and development timelines? Industry Collaboration 8. The company is already selling oil under an agreement. How important are partnerships and offtake arrangements to the development plan? Upcoming Milestones 9. Looking at the 2026 execution roadmap, what milestones should investors watch most closely over the next 12 months? Vision of Success10. If everything progresses as planned, what does success for Australian Oil Co look like over the coming years?

MarketOpen Podcast Episode 163 - Mount Ridley Mines

Joining the podcast today is Allister Caird, Chief Executive Officer, Mount Ridley Mines, ASX: MRD. Allister speaks about Mount Ridley’s strategy in critical minerals, its flagship projects in Western Australia, the Company’s move toward downstream processing pathways, and how recent collaboration with a United States national laboratory fits into its long term vision.

MarketOpen Podcast Episode 162 - American Tungsten & Antimony

Joining the podcast today is Andre Booyzen, Managing Director of American Tungsten and Antimony (ASX: AT4). In this episode, we discuss what early drilling success at Antimony Canyon is revealing about the scale and strength of the antimony system, why extending mineralisation well beyond historic workings is a critical inflection point, and how visible stibnite intersected in first-pass drilling is shaping expectations ahead of assays. We also step back to examine the strategic importance of consolidating the Tennessee Mountain tungsten district, the pathway toward compliant resource definitions, and how these assets position the company within the U.S. critical minerals supply chain. We also cover community engagement, execution priorities, and what success looks like over the next 12 months as the company moves from historical context into modern, large-scale critical minerals development.

MarketOpen Podcast Episode 161 - White Cliff Minerals

“oining the podcast today is Troy Whittaker, Managing Director of White Cliff Minerals, ASX: WCN. Troy will speak about White Cliff’s exploration strategy, flagship copper and multi-commodity projects in northern Canada, and the company’s vision for growth in the critical minerals sector. 1. Introduction to the Company Can you briefly introduce White Cliff Minerals and its core mission in the mineral exploration industry? 2. Strategy What is White Cliff’s strategic focus as it pertains to advancing material copper and multi-commodity discoveries in Tier 1 jurisdictions like Canada? 3. Flagship Projects The Rae Copper Silver Project is often highlighted as your flagship asset. What makes this project so compelling in terms of geology, scale, and discovery potential? 4. Market Dynamics How do global market factors, such as copper demand from clean energy and electrification trends, influence your exploration priorities and investor engagement? 6. Community Engagement Exploration in remote regions like Nunavut presents unique challenges. Can you speak to how White Cliff engages with local communities and stakeholders as part of its exploration programs? 7. Financial Position From a funding and financial perspective, how is White Cliff positioned to execute its drilling campaigns and deliver results to shareholders? 8. Industry Collaboration Collaboration with partners, technical advisors, and local authorities can be critical in mineral exploration. How does White Cliff approach these collaborations and which partnerships are most important right now? 9. Upcoming Milestones What key milestones or catalysts should investors and the market be watching for White Cliff in the coming months? 10. Vision of Success Looking ahead, what does success look like for White Cliff Minerals over the next 12-24 months? What targets or outcomes would define that success in your view?

MarketOpen Podcast Episode 160 - Nexsen Limited

Joining the podcast today is Mark Muzzin, Managing Director of Nexsen Ltd (ASX: NXN). Mark speaks about how Nexsen is building next-generation rapid diagnostics, the company’s strategic direction, the development of its sensor platform, and the clinical and commercial pathways ahead. 1. Introduction to Company “Mark, to begin, can you give us a clear introduction to Nexsen — what the company does, the problem it is solving in healthcare, and how its diagnostic platform stands apart?” 2. Strategy “What is Nexsen’s overarching strategy for advancing its sensor technology from development to clinical adoption and ultimately commercial rollout?” 3. Flagship Programs / Lead Assays “Can you walk us through Nexsen’s lead diagnostic programs — including the rapid Group B Strep test — and explain why these clinical indications were prioritised?” 4. Market Dynamics “How do you view the current market dynamics in point-of-care and near-patient diagnostics, and what shifts in healthcare delivery are creating opportunities for Nexsen?” 5. Growth Opportunity “Where do you see the strongest growth opportunities for Nexsen — whether in maternal health, infectious disease testing, chronic condition monitoring, or international healthcare markets?” 6. Financial Position “Can you outline Nexsen’s financial footing and how the company plans to resource its clinical validation, regulatory activities and future commercialisation?” 7. Industry Collaboration “What role do collaborations with universities, hospitals, research institutes and industry partners play in Nexsen’s development pathway, and what value do they bring?” 8. Upcoming Milestones “What are the key scientific, clinical or regulatory milestones the market should look for from Nexsen over the next twelve months?” 9. Vision of Success “Looking ahead, what does success look like for Nexsen — in terms of technology adoption, clinical impact, product availability and global footprint?”

MarketOpen Podcast Episode 159 - Orpheus Uranium

Joining the podcast today is Clinton Dubieniecki, Managing Director and Chief Executive Officer of Orpheus Uranium Limited (ASX: ORP). Clinton will be speaking about Orpheus’ uranium-focused strategy across Australia, the company’s successful establishment of access agreements in South Australia, and the recent acquisition of the Oobagooma Uranium Project in Western Australia. 1. Introduction to Company Q: Clinton, could you start by introducing Orpheus Uranium — where the company sits within Australia’s uranium sector and what makes it unique in the exploration space? 2. Strategy Q: Orpheus has positioned itself as a uranium-focused junior explorer with assets across multiple Australian jurisdictions. Can you talk us through the overall strategy and why you believe this approach provides strong leverage for investors seeking uranium exposure? 3. Flagship Projects Q: You now have a growing portfolio across South Australia, the Northern Territory, and Western Australia. Which projects are currently considered your near-term focus, and what stage of exploration are they at? 4. Market Dynamics Q: The uranium market has seen renewed attention globally. How do you see market dynamics influencing Orpheus’ exploration and development priorities over the next 12 months? Q: In Australia, we are blessed with a lot of renewable energy - particularly solar - so the case for nuclear power is not as strong. But in the Northern Hemisphere, many countries don’t have the same climate, so they do seem to be turning toward nuclear power as a way of creating a carbon-free base-load power source for their electricity grids. Do you see that as being the factor that will drive the long-term demand for Uranium? Q: An interesting development I have noticed is that the tech industry has been leaning into nuclear power to power its data centres. Amazon is even going so far as to build its own nuclear power plants in the USA. Is that something that you are watching closely? 5. Growth Opportunity Q: The Oobagooma acquisition appears to be a strategic step. How does this project fit into your broader growth narrative and strengthen your long-term value proposition? 6. Community Engagement Q: Establishing access and Native Title agreements has been a major milestone for Orpheus in South Australia. Can you tell us more about how these relationships have been built and what they mean for your exploration timelines? 7. Financial Position Q: From an investor standpoint, how is Orpheus positioned financially to advance its exploration programs, and what is the company’s approach to capital management? 8. Industry Collaboration Q: Collaboration seems key to Orpheus’ progress — whether with Native Title bodies, geological consultants, or acquisition partners. How does this collaborative model enhance your ability to deliver results efficiently? 9. Upcoming Milestones Q: What are the key milestones shareholders should be looking out for across your core projects, particularly in South Australia and Western Australia, as we move into the next quarter? 10. Vision of Success Q: Finally, when you look ahead two to three years, what does success look like for Orpheus Uranium — both from a project development and value creation perspective?

MarketOpen Podcast Episode 157 - OD6 Metals

Joining the podcast today is Brett Hazelden, Managing Director of OD6 Metals (ASX:OD6). Brett will discuss OD6’s growing role in the global critical minerals sector, including the company’s rare earth and copper projects, recent milestones, and its strategic path toward becoming a key supplier in the clean energy transition. 💬 Podcast Questions 1. Introduction to Company For listeners who may be new to OD6 Metals, can you start by giving us an overview of the company and its focus within Australia’s critical minerals landscape? 2. Strategy How would you describe OD6’s overall strategy in building value across both rare earth and copper assets? 3. Flagship Projects Let’s talk about Splinter Rock — it’s been called a globally significant rare earth discovery. What makes this project stand out? 4. Market Dynamics Rare earths and copper are both in high demand globally. How is OD6 positioned to benefit from these market dynamics? 5. Growth Opportunity What’s the growth potential at Splinter Rock and Gulf Creek, and how do these projects fit into OD6’s long-term vision? 6. Community Engagement How does OD6 approach working with local communities and stakeholders as these projects progress? 7. Financial Position Can you give us a snapshot of OD6’s current financial position and how it supports upcoming exploration and development work? 8. Industry Collaboration Processing innovation has been a major part of OD6’s story. Can you touch on your partnerships and collaboration with research organisations such as ANSTO? 9. Upcoming Milestones What are the key milestones investors should be watching over the next 6 to 12 months? 10. Vision of Success Looking ahead, what does success look like for OD6 Metals over the next few years?

MarketOpen Podcast Episode 158 - Titan Minerals

Joining the podcast today is Melanie Leighton, Chief Executive Officer of Titan Minerals Limited (ASX:TTM). Melanie will share insights into the company’s strategic partnership with Lingbao Gold, the development path for the Dynasty Gold Project in Ecuador, and Titan’s broader growth vision across its gold and copper portfolio. Podcast Questions 1. Introduction to the Company Melanie, for listeners who may not be familiar with Titan Minerals, can you start by giving us an overview of the company and its operations in Ecuador? 2. Strategy How does Titan’s overall strategy position the company for long-term success in the gold and copper markets, particularly following the recent investment from Lingbao Gold? 3. Flagship Projects The Dynasty Gold Project is clearly a cornerstone asset for Titan. Can you walk us through what makes this project so compelling and the key developments underway? 4. Market Dynamics What trends are you seeing in the global gold and copper markets that reinforce the importance of projects like Dynasty, and how does Titan aim to capitalise on them? 5. Growth Opportunity With a strategic investor now on board, what new opportunities does this open up for Titan in terms of funding, technical expertise, and project acceleration? 6. Community Engagement Operating in Ecuador brings both opportunities and responsibilities. How is Titan working with local communities to ensure sustainable and mutually beneficial project development? 7. Financial Position From a financial perspective, how does the US$10 million investment strengthen Titan’s balance sheet and support the company’s upcoming work programs? 8. Industry Collaboration Lingbao brings considerable global mining experience. How do you see this partnership evolving in terms of technical collaboration or downstream integration? 9. Upcoming Milestones What are the key milestones investors and stakeholders should look out for over the next 6 to 12 months as Titan advances the Dynasty Gold Project? 10. Vision of Success Finally, when you look ahead a few years, what does success look like for Titan Minerals — both for the company and for its shareholders?

MarketOpen Podcast Episode 156 - Impact Minerals

Joining the podcast today is Dr Mike Jones, Managing Director of Impact Minerals (ASX:IPT). In this episode, we explore Impact’s recent joint venture agreement with Kuniko and what it means for the Commonwealth Project. We’ll also discuss the market opportunity created by strong gold and silver prices, the company’s flagship Lake Hope High Purity Alumina project, and how demand trends are shaping the HPA sector. Dr Jones will also provide an update on the CRCP grant with Edith Cowan University, before sharing his perspective on why now is a compelling time to be a shareholder in Impact Minerals. 1. Recent Highlights “Can you walk us through the key highlights of the joint venture agreement with Kuniko and what this means for the Commonwealth Project?” 2. Market Opportunity “Given the current strength in gold and silver prices, how does this agreement position Impact in terms of market opportunity and value creation?” Obviously Lake Hope is the companies flag ship project, how are you seeing the current HPA market at the moment and the demand for it? Can you provide an update on the CRCP grant with Edith Cowan University Why is this a great time to be a shareholder of Impact Minerals?

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