Rory Harding
Person
Rory Harding is the chief executive officer of Arkle Resources plc, a company associated with natural-resources exploration. He is known for discussing the company’s progress and activities in the resources sector.
What Rory Harding has said on podcasts
27 statements
Rory says a large Namibian uranium deposit grading 200 ppm could be commercially viable.
“if you could end up with a big tonnage at 200 ppm, you'd have something that was commercial.”
Open the episode · S12 Ep4: The Sunday Roast featuring Luke Sartain, CEO of Narwhal Labs and Rory Harding, CEO of Arkle Resources plc #ARK #CMRS #DNM #OMI #BUCE #ACRM #RCGH #BRES #EPP #ATN #AJAX #GLR #KEN #INC #GDH #EGT #TGRListen at 46:43
Rory assesses Arkel’s ULG target as meriting extensive drilling toward a mineral resource estimate.
“we've got a project of merit that warrants a lot of drilling to try and see if we can get to an MRE.”
Open the episode · S12 Ep4: The Sunday Roast featuring Luke Sartain, CEO of Narwhal Labs and Rory Harding, CEO of Arkle Resources plc #ARK #CMRS #DNM #OMI #BUCE #ACRM #RCGH #BRES #EPP #ATN #AJAX #GLR #KEN #INC #GDH #EGT #TGRListen at 49:30
Rory says Arkel’s associated rare earths may become economically significant.
“it may be of significant economic significance, um, in the future.”
Open the episode · S12 Ep4: The Sunday Roast featuring Luke Sartain, CEO of Narwhal Labs and Rory Harding, CEO of Arkle Resources plc #ARK #CMRS #DNM #OMI #BUCE #ACRM #RCGH #BRES #EPP #ATN #AJAX #GLR #KEN #INC #GDH #EGT #TGRListen at 1:00:26
Rory identifies achieving a mineral resource estimate in 2027 as a major milestone.
“getting to an MRE in 2027 would be a, a huge milestone.”
Open the episode · S12 Ep4: The Sunday Roast featuring Luke Sartain, CEO of Narwhal Labs and Rory Harding, CEO of Arkle Resources plc #ARK #CMRS #DNM #OMI #BUCE #ACRM #RCGH #BRES #EPP #ATN #AJAX #GLR #KEN #INC #GDH #EGT #TGRListen at 1:04:44
ULG has a uranium-mineralized surface footprint up to 1.5 kilometres long and 700 metres wide.
“the trenching has uncovered a significant footprint there at surface, as you say, about 1.5 kilometers long by 600, 700 meters wide in places that is mineralized with uranium”
Open the episode · S12 Ep3: Midweek Takeaway featuring Rory Harding, CEO of Arkle Resources plc #ARKListen at 1:55
ULG units show continuity to approximately 180 metres depth.
“we have shown that we've got continuity of those ULGs down to that depth”
Open the episode · S12 Ep3: Midweek Takeaway featuring Rory Harding, CEO of Arkle Resources plc #ARKListen at 3:50
A large uranium tonnage averaging 200 ppm could be commercially viable in Namibia.
“if you could end up with a big um, a big tonnage at 200 ppm, you'd have, you know, you'd have something that was commercial”
Open the episode · S12 Ep3: Midweek Takeaway featuring Rory Harding, CEO of Arkle Resources plc #ARKListen at 5:57
Comparable Namibian deposits would target average resource-block grades of a few hundred ppm.
“you'd be looking for, you know, average grades of, of, you know, across a resource block in a deposit style of this nature in Namibia of a couple of hundred ppm”
Open the episode · S12 Ep3: Midweek Takeaway featuring Rory Harding, CEO of Arkle Resources plc #ARKListen at 6:33
ULG merits substantial further drilling toward a mineral resource estimate.
“we've got a project of merit that warrants a lot of drilling to try and see if we can get to, uh, you know, an MRE”
Open the episode · S12 Ep3: Midweek Takeaway featuring Rory Harding, CEO of Arkle Resources plc #ARKListen at 8:45
Comparable uranium-bearing sheets in the region can extend several hundred metres deep.
“they can run to a few hundred meters”
Open the episode · S12 Ep3: Midweek Takeaway featuring Rory Harding, CEO of Arkle Resources plc #ARKListen at 11:21
A paleochannel deposit grading 120 ppm is currently economic at prevailing uranium prices.
“resource grades are of only 120 ppm, but that's economic at the current, um, uranium prices”
Open the episode · S12 Ep3: Midweek Takeaway featuring Rory Harding, CEO of Arkle Resources plc #ARKListen at 14:31
Namibia currently has substantial mining activity across uranium, gold, and copper.
“There's loads of activity in Namibia, especially I think in the, you know, not just the uranium sector, but you know, gold and, and copper”
Open the episode · S12 Ep3: Midweek Takeaway featuring Rory Harding, CEO of Arkle Resources plc #ARKListen at 15:48
Namibia is a favorable mining jurisdiction with strong infrastructure, workforce, and safety.
“It's a wonderful country to work in. Fantastic, fantastic people, great infrastructure, good human resources, um, very safe.”
Open the episode · S12 Ep3: Midweek Takeaway featuring Rory Harding, CEO of Arkle Resources plc #ARKListen at 16:39
The ULG rare-earth association may become economically significant in the future.
“it may be of significant economic significance, um, in the future”
Open the episode · S12 Ep3: Midweek Takeaway featuring Rory Harding, CEO of Arkle Resources plc #ARKListen at 19:40
Arkel has a northern-license geophysical target similar in scale to ULG.
“we have a mirror image of this on the northern license of similar scale”
Open the episode · S12 Ep3: Midweek Takeaway featuring Rory Harding, CEO of Arkle Resources plc #ARKListen at 20:59
Reaching a mineral resource estimate in 2027 would be a major milestone for Arkel.
“getting to an MRE in 2027 would be a, a huge milestone”
Open the episode · S12 Ep3: Midweek Takeaway featuring Rory Harding, CEO of Arkle Resources plc #ARKListen at 23:59
Arkle’s second-phase exploration program has identified numerous geophysical targets.
“we are fully underway now on that second phase exploration program. So excited by what we found, or our interpretations from the geophysics. We've got lots of targets.”
Open the episode · S11 Ep79: The Sunday Roast - The Next 10 Bagger Special #ARK #XTR #AEG #ATN #FMET #EPP #BZT #AFP #AJAX #KEN #DGQListen at 2:14
A mineralized eastern paleochannel could contain 30–50 million pounds of uranium.
“you might have 30 to 50 million pounds, you know, in an area of that size in a, you know, in a paleochannel. In a good scenario.”
Open the episode · S11 Ep79: The Sunday Roast - The Next 10 Bagger Special #ARK #XTR #AEG #ATN #FMET #EPP #BZT #AFP #AJAX #KEN #DGQListen at 4:32
Field radiation measurements provide preliminary uranium indications before assays return.
“you kind of know what's, you know, kind of roughly in the samples.”
Open the episode · S11 Ep79: The Sunday Roast - The Next 10 Bagger Special #ARK #XTR #AEG #ATN #FMET #EPP #BZT #AFP #AJAX #KEN #DGQListen at 8:24
Arkle plans to complete paleochannel drilling before advancing ULG trenching.
“I think we'd finish the 1,500 meters we're going to drill on the paleochannels, and then we will be trenching that ULG target in the meantime.”
Open the episode · S11 Ep79: The Sunday Roast - The Next 10 Bagger Special #ARK #XTR #AEG #ATN #FMET #EPP #BZT #AFP #AJAX #KEN #DGQListen at 9:36
ACT Labs previously returned Arkle assay results in roughly three weeks end-to-end.
“The last time we sent samples there last year, a relatively decent turnaround time. I think it was probably, I think it was probably 3 weeks kind of end to end.”
Open the episode · S11 Ep79: The Sunday Roast - The Next 10 Bagger Special #ARK #XTR #AEG #ATN #FMET #EPP #BZT #AFP #AJAX #KEN #DGQListen at 12:33
ULG uranium deposits could support mining at grades of a few hundred ppm.
“In the ULGs, you want to— because you've got a hard rock, you want to hope for a higher grade. And yes, you, you'll get areas that are in the thousands of ppm, but you hope for something like— I guess Bannerman's a good example, right? You know, a couple of kind of couple of hundred ppm in these ULGs is like, you know, you could have a mine”
Open the episode · S11 Ep79: The Sunday Roast - The Next 10 Bagger Special #ARK #XTR #AEG #ATN #FMET #EPP #BZT #AFP #AJAX #KEN #DGQListen at 14:18
Namibia has unusually strong infrastructure for uranium development.
“Namibia is quite, quite kind of a special country for uranium. There aren't, there aren't many like it that has that level of infrastructure.”
Open the episode · S11 Ep79: The Sunday Roast - The Next 10 Bagger Special #ARK #XTR #AEG #ATN #FMET #EPP #BZT #AFP #AJAX #KEN #DGQListen at 15:01
Group 11 plans 15,000 metres of Stonepark-area drilling, beginning with 2,700 metres.
“they're drilling, uh, 15,000 meters over the next year and a bit there, and they're starting with 2,700 meters, which is underway right now.”
Open the episode · S11 Ep79: The Sunday Roast - The Next 10 Bagger Special #ARK #XTR #AEG #ATN #FMET #EPP #BZT #AFP #AJAX #KEN #DGQListen at 18:39
Arkle is currently waiting for Stonepark drilling results before deciding its future holding strategy.
“Right now it's, well, you know, we've got our partner who's drilling, you know, some substantial meters on the property, and we're, you know, let's see what that let's see what, what comes out of that, right?”
Open the episode · S11 Ep79: The Sunday Roast - The Next 10 Bagger Special #ARK #XTR #AEG #ATN #FMET #EPP #BZT #AFP #AJAX #KEN #DGQListen at 20:31
Long-term uranium contract prices are more important than spot prices.
“The long-term contract price, I'm always telling people, is like more important than the spot price.”
Open the episode · S11 Ep79: The Sunday Roast - The Next 10 Bagger Special #ARK #XTR #AEG #ATN #FMET #EPP #BZT #AFP #AJAX #KEN #DGQListen at 23:27
Arkle could re-rate substantially if its next exploration phase succeeds.
“I think there's lots of, lots of potential to re-rate this thing if we, we have exploration success in the next phase now.”
Open the episode · S11 Ep79: The Sunday Roast - The Next 10 Bagger Special #ARK #XTR #AEG #ATN #FMET #EPP #BZT #AFP #AJAX #KEN #DGQListen at 23:54
Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.
3 episodes featuring Rory Harding
The Sunday Roast
Sovereign AI and Namibia uranium lead a small-cap market review
The episode connects ambitious AI infrastructure plans and uranium exploration catalysts with governance, rates and valuation risks facing small-cap investors.
Sep 20, 2026 · 1h 35m
The Sunday Roast
Arkle expands Namibia uranium drilling as assays approach
ULG’s pending results will test whether a rapidly defined uranium system can develop into an economically meaningful discovery.
Sep 16, 2026 · 25 min
The Sunday Roast
Uranium, antimony and the search for ten-bagger stocks
The episode connects exploration updates, near-term antimony production plans and a host’s high-risk resource-stock thesis.
Jun 7, 2026 · 56 min