Nimy Resources’ (ASX: NIM) maiden gallium resource is one of the highest-grade in the world at more than 100 g/t, and the western world is desperate for non-Chinese gallium supply. Nimy says it can help meet that need. The resource is already significant but Managing Director Luke Hampson tells us there is huge scope for growth. The company is also advancing its copper exploration programmes in WA.

Guest bio: Luke Hampson is Managing Director of Nimy Resources. He brings over 30 years of experience in the mining industry, having led management teams across the Asia-Pacific region. His background includes 19 years at WesTrac Pty Ltd, 3 years at Rio Tinto Iron Ore and 11 years as Managing Director of Cloonmore Mining & Energy.

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://nimy.com.au/

Key Insights:

• Exceptional grade for a niche metal Nimy has announced a maiden inferred JORC resource at its Block 3 deposit of 7.23 Mt grading 102 g/t gallium, totalling approximately 740 t contained. This positions it among the highest-grade gallium resources known globally.

• Strong supply-chain positioning Gallium is classified as a critical metal, with global production dominated by China. A high-grade Western-jurisdiction supply source such as Nimy provides strategic diversification for international markets seeking secure supply.

• Significant upside and exploration optionality The maiden resource covers only a small portion of the mineralised footprint. Broader exploration targets suggest potential for substantial growth through further drilling across a 30 km² anomalous zone.

• Synergies with other commodities and projects Beyond gallium, Nimy continues to advance promising copper and base-metal targets within the Mons Project. This reinforces multi-commodity optionality as exploration accelerates.

• Emerging funding and offtake momentum Interest from US and European groups, alongside engagement with critical-minerals partners, positions Nimy to potentially access government-backed funding and secure future offtake pathways.

Everyone knows the nickel price is down, but Centaurus Metals (ASX: CTM) MD Darren Gordon says that's why there's a great investment opportunity. The company is in talks with potential partners regarding its Jaguar Nickel Project in Brazil, it also has active copper and gold exploration activity in the country.

Mr Gordon is a Chartered Accountant with over 25 years’ experience in the mining industry as a senior finance and resources executive. Mr Gordon has had extensive involvement in financing resource projects from both a debt and equity perspective and is a non-executive Director at Ordell Mineral Limited. Mr Gordon has over 15 years’ experience operating in Brazil and as a result has a deep understanding of the regulatory framework and general operating environment required to develop a mining project in country.

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://www.centaurus.com.au

Centaurus Metals is positioning its Jaguar Nickel Project in Brazil as a classic counter-cyclical investment, taking advantage of the current downturn in nickel prices (around US$15,000/t) to prepare for the next upswing. Gordon believes the market has hit its floor and that investors entering now could see significant upside as prices recover

Centaurus is advancing strategic partnering talks with downstream players seeking sustainable nickel supply for the EV battery sector. The goal is to secure a minority partner with offtake and equity funding, enabling development of the US$400 million Jaguar Project while maintaining operational control. A partnership announcement could trigger a major share price re-rating within the next few months

Jaguar’s economics remain robust even at current prices, with all-in sustaining costs (AISC) of ~US$4.40/lb, placing it in the lowest cost quartile globally. The project’s low-carbon footprint and nickel sulphide resource differentiate it from Indonesia’s environmentally damaging laterite operations, making it highly attractive to Western EV supply chains

Alongside Jaguar, Centaurus is expanding into copper-gold exploration in Brazil’s Carajás region, including the Boi Novo and Rio Novo projects. These assets offer exposure to high-grade copper intersections (up to 35 m @ ~1.8% Cu)and the potential for short-term share price catalysts through upcoming drilling results

After a successful capital raise in August, Centaurus plans to deploy funds for both Jaguar’s development and new drilling programs at Boi Novo. With near-term exploration newsflow and an imminent funding deal, the company is offering investors two growth pathways—nickel development and copper-gold discovery—positioning it strongly for a 2026 value uplift.

The rare earths space is hot, Mont Royal (ASX: MRZ) owns a tier 1 project in a tier 1 location. The Ashram Rare Earth Project has the rare earths the rest of the world wants.

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/