Sing Ying

Arianne Phosphate ($DAN | $DRRSF): Building a Western Supply of High-Purity Phosphate

• Top takeaway As host, she frames phosphate as an overlooked commodity, opening the Q&A by asking why it gets far less investor attention than gold, copper and lithium despite its importance.
• Her questions steer the discussion toward Arianne's head start over other Quebec phosphate projects, what must happen before construction can begin, and why the story may appeal to Asian investors.

Ostroff argues energy storage systems — growing at twice the rate of EVs — are a key driver of LFP (lithium iron phosphate) battery demand. Igneous phosphate avoids the uranium and heavy metals in sedimentary rock, enabling purified phosphoric acid (white acid) worth about $2,500 a ton versus $800 fertilizer. Arianne's Lac à Paul in Québec is presented as the West's only permitted greenfield phosphate mine, with hydro power, haul roads, and port infrastructure nearby. A capex north of $1 billion remains; the speaker points to battery partners, government support, and export credit agency funding to close it. Ostroff notes the market cap near C$75 million sits below the $100 million already spent advancing the project, a gap he frames for Asian investors.

Precore Gold: Drilling for a Major Find in Peru's Most Prolific Gold-Copper Belt

• Top takeaway Host Sing Ying frames the Q&A around unlocking shareholder value from two long-dormant assets, pressing Dumas on what makes Arequipa worth anchoring the company around and how the Peru and Quebec projects fit one portfolio.
• She notes the share price has almost tripled since the $6 million financing launch and asks Dumas to explain that market reaction, its impact on the shareholder base, and what would define a successful year over the next 12 months.

Precore Gold's re-rating hinges on one 6,000-meter drill program at its Arikepay gold-copper project in southern Peru. Untested since 2017, historical drilling hit 420 meters at 0.91 grams gold per tonne, with 80 meters above 3 grams. A gold envelope 400 meters wide and three kilometers long stays untested, with historic collars spaced 500 meters to a kilometer apart. Crown land and a four-stage permit process keep permitting straightforward, with no Indigenous negotiations required. A $6 million private placement lifted shares outstanding to 63 million; management refused to upsize it to protect dilution.

Aureka Ltd ($AKA): Exploring Victoria's Historic Goldfields Opportunity

• Top takeaway Hosts the interview at the Ignite Investment Summit in Singapore, guiding Gurry through Aureka's origin story, strategy, technical advantages, and investment case.

Aureka bought its Victoria gold portfolio out of administration for about $500,000 after it traded at a $150 million market cap in 2020. The portfolio holds 300,000 ounces of gold, and the guest says it trades under $45 per ounce versus roughly $200 for peers nearing production. Managing Director James Gurry plans to bring the first project into production within 12 months, helped by a mill partnership announced in December. Drilling is running every day of the week, so investors can expect a steady flow of exploration results in coming weeks. Previous owners spent $32 million on exploration and studies, giving Aureka a technical head start over explorers of similar size.

Pinnacle Silver & Gold Corp ($PINN) Sets 2027 Production Target for Flagship Mexico Gold-Silver Mine

• Top takeaway Host Sing Ying interviews Pinnacle's CEO live at the Ignite Investment Summit in Singapore, in an interview she says is disseminated on behalf of the company.
• She frames the discussion around the company's origins, its strategy and timeline, its advantages over peers, and why investors might add the stock now.

Pinnacle Silver & Gold aims to restart its long-dormant El Potrero gold-silver mine in Durango, Mexico, with production targeted by the end of 2027. CEO Robert Archer says the project sits among four operating mines, with road, water, and power access and a 100-tonne-per-day plant to refurbish. The company plans an off-take agreement (selling future output to a metal trader) for non-dilutive production financing of about $4-5 million US. Archer points to drilling, metallurgical testing, resource estimates, and a formal production decision expected later in 2026 as coming milestones.

Erdene Resource Development Corp. ($ERD | $ERDCF): Gold Opportunities and Outlook

• Top takeaway Hosts the SmallCap Asia interview at the Ignite Investment Summit in Singapore, structuring it around the company's origins, district strategy, competitive advantages, and the case for adding the stock now.
• Introduces the segment as disseminated on behalf of Erdene and positions the channel as connecting Asian investors with company CEOs.

Erdene Resource Development started production at its high-grade Bayan Khundii gold mine in Mongolia in September, the district's first open pit. CEO Peter Akerley expects a one-to-three-times valuation re-rating as the new mine moves to steady-state production through 2026. A five-year plan sequences expansion at Bayan Khundii, a second gold polymetallic project, and the Zunmod molybdenum-copper project 35 kilometers east. Mine cash flow is intended to fund already-discovered projects without further equity dilution, a chronic pain point for junior miners. New rail, roads, and grid power reached the once-remote district, while unexplored ground still yields high-grade surface discoveries, says Akerley.

Kalgoorlie Gold Mining Limited ($KAL): Insights Into the Company's Background & Outlook

• Top takeaway Hosted the interview at the April 2026 Ignite Investment Summit in Singapore, asking about the company's origins, strategy, technical advantages, and investment case.
• Closed the interview by wishing the CEO and company well in 2026.

Kalgoorlie Gold Mining (ASX: KAL) has started its next drilling program in Western Australia, hunting large gold deposits hidden beneath transported cover. CEO Matt Painter, a structural geologist, credits the small team's global discovery experience for spotting targets the old-timers missed around Kalgoorlie. Two shallow gold resources could support a small mining operation or something bigger, and drilling will test whether mineralization continues at depth. The investment case rests on discovery timing: the Lighthouse discovery lifted shares from about $0.02 to $0.10 within a day.

Pursuit Minerals Limited ($PUR) Lithium Strategy and Growth Outlook

• Top takeaway Hosts the interview on behalf of Pursuit Minerals at the Ignite Investment Summit in Singapore, positioning the session for Asian investors and asking the CEO about the company's origins, development strategy, team advantages, and why now is an entry point for investors.

CEO Aaron Revelle pitches staged growth toward 5,000 tons of lithium carbonate at Rio Grande Sur, starting small and scaling without billion-dollar capex. A completed capital raise funds near-term catalysts: Mito tenement drilling for resource expansion, PFS (pre-feasibility study) addendums, and Sasha-Marcelina gold drilling. Relocating a pilot plant (small-scale test facility) to site, Revelle says, materially de-risks the path to on-site scalable production. The CEO cites past exits to Rio Tinto (just under $1 billion) and Lithium Americas (nearly A$300 million) as team credibility. Revelle argues Pursuit is undervalued on a cost-per-ton basis and needs no new capital for the foreseeable future.

True North Copper Limited ($TNC) Shares Drilling & Production Plans on Copper Projects in Queensland

• Top takeaway Hosts the interview at the Ignite Investment Summit in Singapore, asking the TNC CEO about the company's origins, two-project strategy, advantages over peers, and the case for investing now.

True North Copper plans systematic drilling over the next two to three years, with CEO Andrew Mooney targeting Cloncurry production next year. Mount Oxide is the high-grade, medium-term project; last year's drilling included 7 metres at almost 8% copper inside a 145-metre intercept. Mooney argues True North Copper benefits from existing Mount Isa processing and smelting infrastructure and high-grade, near-surface discoveries. Mooney says assay results and studies landing in coming months make now, in his view, a good entry point for TNC.