Investability Podcast

On 17 April 2025, Investability's Principal, Dannika Warburton, hosted a live webinar with American West Metals (ASX: AW1) Managing Director, Dave O'Neil. Dave outlined updates on latest developments at the Storm Copper Project, strategic direction, before answering investor questions in a live Q&A session. Chapters 00:00 Welcome & Introduction 1:06 Opening Presentation by Dave O'Neil 24:40 Ocean Partners - Funding, Offtake & Strategic Partnerships 27:08 Storm’s Predicted 2025 Champagne Moment 28:46 Upcoming Permitting & Production Milestones 30:41 Share Price Commentary and US/Canada Trade Tensions 32:06 West Desert a Strategic Asset 35:25 Storm’s Low Hanging Exploration & Resource Growth 37:08 PEA Assumptions, Logistics and Key Risks 39:18 Summary of AW1 Growth Outlook ____ About Investability: Investability is a boutique investor relations consultancy with a successful track record of connecting growth-focused companies with quality investors. Specialising in the representation of pre-IPO and listed clients, we combine deep technical expertise in capital markets with practical insights from institutional buy-side and sell-side experience. Our mission is to deliver value-accretive outcomes for our select group of high-potential clients and their investors, driving growth and success through tailored investor engagement and growth marketing strategies. We pride ourselves on working with visionary companies that are shaping industries and contributing positively to the planet. As a founder-led agency, our commitment to client success is reflected in our high client retention rates, strong working relationships and consistent positive feedback. With a global network of investors and a relentless dedication to achieving outstanding results, Investability has built a reputation as one of Australia’s preeminent boutique investor relations firms. Learn more at www.investability.com.au. ____ Disclaimer: The information in this video is general information only and should not be taken as personal or investment advice. Investability is not a financial adviser and does not provide financial advice. You should seek independent legal, financial, taxation and/or other advice to check how the general information from this website relates to your personal circumstances. Neither Investability or the panellists are liable for any loss caused, whether due to negligence or otherwise arising from the use of, or reliance on, the information provided directly or indirectly, by viewing this video.See omnystudio.com/listener for privacy information.

On Wednesday 16 April 2025, Dannika Warburton hosted a live webinar with Aspire Mining Ltd (Aspire) CEO, Sam Bowles. During the webinar, Sam provided an update on the compnay's 100% owned Ovoot Coking Coal Project (Ovoot) and answered investor questions. Ovoot is a world-class coking coal project in terms of scale, product quality and project economics. With all major approvals in place, Aspire is now on a pathway to production with the view to mine ‘fat’ coking coal (classified within the highest category of coking coals) via open pit methods, beneficiate it onsite, transport it by truck to a Company owned coal unloading and loading facility near Erdenet, and deliver it onward to end markets with sustained supply constraints, utilising the existing trans-Mongolian rail network. Aspire’s transformational projects make the company uniquely positioned to deliver value and build a sustainable future in Mongolia. Aspire is dedicated to mining excellence and is deeply committed to operating in a responsible manner that prioritises the well-being and advancement of our host communities. Our operations will see the construction of a new highway for public use and the creation of significant employment opportunities.  For further information, please visit: https://aspirelimited.com   Chapters 0:00 – Welcome & Overview 0:37 – Ovoot Project Update 1:53 – Timeline & Funding Progress 3:00 – Trailer MoU: Cutting Costs 4:12 – Coal Handling & Processing 6:10 – Momentum at Ovoot & Community Support 8:39 – Public Road Upgrades & New Highway 11:20 – How Aspire Stacks Up on Economics 13:18 – Mongolia’s Edge Amid Trade Tensions  14:47 – Mongolia vs Australia: Operating Insights 17:28 – Market Forces Shaping Strategy 21:10 – Funding Mix: Debt vs Dilution 22:57 – What’s Next: Key Milestones Ahead     About Investability: Investability is a boutique investor relations consultancy with a successful track record of connecting growth-focused companies with quality investors. Specialising in the representation of pre-IPO and listed clients, we combine deep technical expertise in capital markets with practical insights from institutional buy-side and sell-side experience. Our mission is to deliver value-accretive outcomes for our select group of high-potential clients and their investors, driving growth and success through tailored investor engagement and growth marketing strategies. We pride ourselves on working with visionary companies that are shaping industries and contributing positively to the planet. As a founder-led agency, our commitment to client success is reflected in our high client retention rates, strong working relationships and consistent positive feedback. With a global network of investors and a relentless dedication to achieving outstanding results, Investability has built a reputation as one of Australia’s preeminent boutique investor relations firms. Learn more at www.investability.com.au. Disclaimer: The information in this video is general information only and should not be taken as personal or investment advice. Investability is not a financial adviser and does not provide financial advice. You should seek independent legal, financial, taxation and/or other advice to check how the general information from this website relates to your personal circumstances. Neither Investability or the panellists are liable for any loss caused, whether due to negligence or otherwise arising from the use of, or reliance on, the information provided directly or indirectly, by viewing this video.See omnystudio.com/listener for privacy information.

At the recent Resourcing Tomorrow event in London, Dannika Warburton from Investability hosted an expert panel discussion on the future of Australian mining equities in 2025, featuring insights from John Forwood, Chief Investment Officer at Lowell Resources Funds Management, Namali Mackay, Managing Director of the Critical Minerals Association Australia, and Richard Shemesian, Managing Director of Bennelong Venture Capital. The panel delves into the opportunities (and challenges) shaping the Australian mining sector in the years ahead, covering sustainability, commodity predictions and more! Chapters: 0:00: Introduction and Panelist Introductions 1:39 Performance of Australian Mining Equities in 2024 - Winners and Losers 3:25 Challenges in the Critical Minerals Sector 4:35 Where Are We in the Market Cycle? Is Recent M&A Activity a Signal? 6:42 Junior Miners and Funding Hurdles 8:10 Government Incentives and Policy 13:41 Outlook for Commodities and the Australia Mining Space in 2025 14:57 Opportunities Arising From Geopolitical Factors 15:35: China's US Ban on Exports of Antimony, Germanium, Gallium 15:53 Gallium 16:35 Tungsten 18:15 Key Drivers (and Challenges) in Sustainable Mining 19:41 Influence of ESG on Investment Decisions 20:35 A Move Away from ESG? Contrasting Global Approaches  21:28 Trump: Republican States Sue Blackrock...  23:17 Audience Q: "Ridiculous" Permitting Hurdles - Why Does It Take So To Get From Discovery to Development? 27:13 Audience Q: Can We Use AI to Make Mineral Discoveries? 29:33 Rapid Fire Round! 29:42 Bullish: What Commodities Will Shine in 2025? 31:24 ESG: Growth driver or challenge for mining companies? 32:29 One Aussie mining company you're watching closely in 2025?  33:40 What's the Outlook for Australian Mining Equities? 36:05 Closing RemarksSee omnystudio.com/listener for privacy information.