The East Meets West podcast is proudly focused on Western Australia, the engine room of the Australian economy. From the CEOs, Company Directors, Brokers, Entrepreneurs, and everyone in between, East Meets West is a deep dive into the resource sector business stories that make the greatest state on earth tick. This podcast touches on everything from junior explorers on the hunt for the next major discovery to corporate takeovers, from business people inspiring change in the west to new mining projects. From the dealing desks of St Georges Terrace, to the serviced offices of West Perth, the conference chatter of Fremantle, the tin rattling in Subiaco and the pubs of Kalgoorlie, if it’s happening in WA, you’ll hear about it on East Meets West. Follow us on X (Twitter) and Linkedin.
Could WA's Earaheedy Basin be the next major zinc province?
On this episode of the East Meets West Podcast, I'm chatting with Peter Harold, the CEO and Managing Director of Rumble Resources, a zinc explorer focused on advancing the globally significant Earaheedy zinc-lead-silver sulphide project in the Earaheedy Basin of Western Australia.
We discuss Peter's return to WA zinc, the strong demand outlook and the emergence of the Earaheedy Basin as a potential world class base metals camp.
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29 Feb 2024
Why investing in resources stocks right now is like ‘buying beach front property in the early 90s’
On this episode of the East Meets West podcast, I’m chatting with Tony Locantro, investment manager for Alto Capital, an investment and corporate advisory firm that has successfully listed several private companies on the ASX and completed capital raisings for both private and public companies, including start-ups.
We discuss the recent RIU Explorers Conference, how to identify stocks with good growth potential and his hot stock picks.
The information in this podcast is not intended to imply any recommendation or opinion about a financial product. Please seek your own independent advice.
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21 Feb 2024
Lightning strikes in an emerging 'super lithium province'
On this episode of the East Meets West podcast, I’m chatting with Alex Biggs, Managing Director of Lightning Minerals, which is exploring for lithium, nickel, cobalt, copper and platinum group elements right next door to Liontown Resources in an emerging “lithium super province” in Western Australia.
We discuss this hot WA address, the potential for another major lithium discovery and the similarities to Liontown’s Buldania project.
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8 Feb 2024
Rick Rule reveals which WA-based player delivered his biggest success
In this episode of the East Meets West podcast, I’m chatting with Rick Rule, a well-known mining investor and the president & CEO of Rule Investment Media and retired CEO of Sprott US Holdings, one of the world’s largest investors in natural resources.
We discuss Rick’s investment philosophy and successes, what’s hot in the resources market in 2024, and which ASX-listed companies he has added to his watchlist.
The information in this podcast is not intended to imply any recommendation or opinion about a financial product. Please seek your own independent advice.
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24 Jan 2024
The ASX-listed energy players tipped to help WA deal with its gas shortage
In this episode of the East Meets West podcast, I’m chatting with Simon Molyneux, the managing director of Molyneux Advisors, a leading provider of upstream advice to the energy industry.
We discuss the need for a long-term baseload source of energy in WA to support the clean energy transition, where that material supply will come from and the potential for the state to also be a major location for carbon capture and storage developments.
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18 Jan 2024
Which WA heavyweights have their sights set on this junior lithium trailblazer?
In this episode of the East Meets West podcast, I’m chatting with Graeme Sloan, Managing Director of Kali Metals, a lithium explorer that shrugged off the broader downward pull of the ASX to debut at almost double its IPO price and become the first exploration play to ring the bell in 2024.
We discuss Kali Metals’ journey to the ASX, the heavily oversubscribed IPO and phenomenal share price run on debut in a risk averse market, and the lithium uprising in the West.
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30 Nov 2023
The potential company making WA lithium discovery that drove this junior's share price up 1138%
On today’s episode of the East Meets West podcast, I’m chatting with David Selfe, CEO of TG Metals, a potential unicorn in the making after uncovering what is believed to be Australia’s first totally blind pegmatite discovery.
We discuss the company’s sudden run to multi-bagger status, the Lake Johnston region as an emerging lithium province and the majors eyeing the area.
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22 Nov 2023
Sole fund, partner or farm out: How does this cashed up WA-based junior oil producer realise $265m in oil & gas Reserves value??
On today’s episode of the East Meets West podcast, I’m chatting with David Prentice, Managing Director of Brookside Energy, a Western Australia-based and ASX-listed oil producer with projects in the oil-rich Anadarko Basin in Oklahoma.
We discuss the unique position Brookside is in with its avalanche of cash, strong oil leverage and active buyback, its 90% discount to NPV and the oil supply and demand landscape right now.
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16 Nov 2023
WA witnesses unprecedented gas demand growth with the rise of critical minerals
On today’s episode of the East Meets West podcast, I’m chatting with Stuart Nicholls, Managing Director and CEO of Strike Energy, Western Australia’s newest gas producer with the start of production in September from its Walyering gas field in the Perth Basin.
We discuss Strike’s swift move into production, the acquisition of partner Talon Energy and the importance of gas in the clean energy transition.
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9 Nov 2023
Has Panther uncovered a potential new gold province in the Laverton Gold Fields?
On today’s episode of the East Meets West podcast, I’m chatting with Daniel Tuffin, Managing Director and CEO of Panther Metals, which is rapidly advancing its portfolio of battery metals and gold projects in Western Australia’s Laverton region.
We discuss the potential for a new gold province in the Laverton Gold Fields, how historic drilling only just scratched the surface and the progress Panther is making as it approaches its second anniversary as a publicly listed company.
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1 Nov 2023
How drones are revolutionising Western Australia mines
On this edition of the East Meets West Podcast, I am chatting with Dario Valenza, founder of Carbonix, a leading Australian manufacturer and solutions provider of commercial uncrewed aerial systems to the Western Australian mining industry.
We discuss the challenges and opportunities of rolling out drones across Western Australian industry, the advantages of incorporating drones into mining operations and the key role they can play in helping reduce a company’s carbon footprint.
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25 Oct 2023
‘Time to get the shopping trolley out and do some buying’: Where Rusty Delroy sees value
On this edition of the East Meets West Podcast, I am chatting with Russell “Rusty” Delroy, founder of Nero Resource Fund, a Western Australia-based resource investment fund that has substantially outperformed both the ASX Small Resources Index and relevant global resource fund peers since inception.
We discuss Rusty’s very Aussie approach to investing, WA's status as the best mining jurisdiction, navigating the highs and lows of resource stock investments, and backing a dark horse in the WA oil and gas space.
The information in this podcast is not intended to imply any recommendation or opinion about a financial product. Please seek your own independent advice.
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18 Oct 2023
With first gold pour imminent, hear how the overlooked Bellevue Gold Project hid over 3Moz of gold, and counting, at a staggering ~10g/t
On this edition of the East Meets West Podcast, I am chatting with Darren Stralow, CEO of Bellevue Gold, Western Australia’s next gold producer which is very close to the start of production at one of Australia’s highest-grade mines.
We discuss Darren’s move from one WA gold success story to the next, how the old timers missed a multi-million-ounce gold find, and the significant exploration upside still remaining at the Bellevue gold project.
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14 Oct 2023
WA approvals blowouts a barrier to realising resources investment
On this edition of the East Meets West Podcast, I am chatting with Warren Pearce, CEO of peak industry body, the Association of Mining and Exploration Companies (AMEC).
We discuss why there has been an increase in approvals times for WA mining projects, how much of a concern the issue is to the state’s resources sector, and what AMEC is doing with respect to lobbying governments in an effort to help cut approvals times.
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11 Oct 2023
The majors set their sights on WA lithium, which ASX stock could be next?
On this edition of the East Meets West Podcast, I am chatting with George Ross, senior analyst at Argonaut, an Australian investment house focused on the metals and mining, and energy sectors.
We discuss the moves by the majors in WA lithium that are dominating headlines of late, how the state could perform on the global stage with respect to downstream processing, George’s fave lithium plays, and who the potential targets could be.
The information in this podcast is not intended to imply any recommendation or opinion about a financial product. Please seek your own independent advice.
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4 Oct 2023
Why location diversification can be a good strategy for a junior explorer
On this edition of the East Meets West Podcast, I am chatting with Dan Thomas, managing director of junior copper and gold explorer Hammer Metals, which is rubbing shoulders with some of the bigwig gold producers in the highly prospective Yandal belt in Western Australia.
We discuss Dan’s move some years back from a major producer to the head of a junior explorer, how Western Australia’s favourable regime shaped Sandfire’s DeGrussa success, and the emerging lithium potential on Hammer Metals’ ground in the Yandal region.
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22 Sept 2023
How part of WA’s Yilgarn earned the title “lithium corridor of power”
On this edition of the East Meets West Podcast, I am chatting with Greg Durack, Managing Director of Juno Minerals, an emerging iron ore producer with strong lithium potential in an area of Western Australia that has earned itself the nickname lithium “corridor of power”.
We discuss the attraction of the Yilgarn and its lithium potential to an increasing number of major miners, what gives Juno confidence it has strong lithium potential on its ground, and how the metal traders reckon the company’s iron ore will be “flying off the shelf”.
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12 Sept 2023
Pilot Energy: How this former oil producer plans to help WA step up its decarbonisation game
On this edition of the East Meets West Podcast, I am chatting with Brad Lingo, Chairman of Pilot Energy, a trailblazer in the clean energy space working to help decarbonise Western Australia through the development of the Mid West Clean Energy Project.
We discuss how Western Australia compares to the East with respect to carbon emissions, what prompted Pilot Energy’s pivot into the decarbonisation and clean energy space, and how end-of-life offshore oil and gas projects can be extremely useful in the clean energy transition.
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29 Aug 2023
Could Cavalier Resources be the next M&A target in the exploration hotspot of Leonora?
On this very first edition of the new East Meets West Podcast, I am chatting with Daniel Tuffin, Executive Technical Director of Cavalier Resources, a junior lithium explorer with a near-term gold mine in the hot M&A region of Leonora with the intention to self-fund further exploration.
We discuss the increasing interest and flurry of M&A activity in the Leonora region, how Cavalier had its sights on the region long before the majors came sniffing around, and whether this junior explorer could be on the radar of the neighbouring producers desperately in need of ore to top up their mills.
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