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Metals & Mining
Investor interviews and briefings with industry leaders from the metals and mining sectors.


Maritana Minerals Limited (ASX: MRT) — West Australian Gold Developer Targeting Standalone Production via Refurbished Processing Hub
My interest in the story stems from the fact that at that time, this was a gold producing story that was pretty much "undervalued" in terms of a business that was pretty much producing gold. For those that remember, the gold price was "surging" at that time at USD $3200 per ounce. It reached a high of USD $5,600 and is now current sitting at USD $4,600 per ounce.

Noel Ong
14 hours ago10 min read


The Discovery of the Paris Silver Deposit
In this episode of Coffee with Samso, I sat down with John Anderson, the geologist most closely associated with the discovery of the Paris Silver Deposit on South Australia’s Eyre Peninsula. John is not just another explorer who drilled a successful hole. He represents a generation of geologists who built discoveries through persistence, pattern recognition, and the willingness to challenge accepted geological thinking.

Noel Ong
7 days ago4 min read


Direct Reduction (DR) Pellets and Green Steel – Who are the Industry Leaders?
Introduction – Are we looking at the sunset season of Iron Ore Investments or are we looking at the beginning of a long Spring and Summer Season
Investors in the iron ore sector have been dwelling on global market chatter of a declining iron ore price as the giant Simandou Iron Ore mine ships its first shipment of high0grade ore. The street talk is that the imminent 120 million tonnes per annum production coming out of Guinea is going to drive iron ore pricing to the sub US

Noel Ong
Apr 2222 min read


OD6 Metals – Developing The Quinns Fluorspar Begins in Earnest.
Our curiosity about Scandium was piqued by the Samso Insight we released on April 6, 2026. As I delved deeper into the industry, my fascination with the metal and its obscure market grew. This is another essential critical metal that every ASX investor should be considering right now. For those who have read the Samso Insight, as shown below, the pressing question is: how can I gain exposure to this sector?

Noel Ong
Apr 1710 min read


Boss Energy - A Producing Uranium Story with a Valuation Disconnect
Today, research is showing that the discussion is now being expressed through observable market behaviour. Not so long ago, most observers will remember that this sector was about a forward-looking thematic built on energy transition and supply concerns has transitioned into a phase where pricing (Figure 1), contracting, and policy alignment are all moving in the same direction. In other words, it is all "talk"

Noel Ong
Apr 159 min read


Rimfire Pacific Mining Limited – Murga Scandium Mineral Resource Increases
Our curiosity about Scandium was piqued by the Samso Insight we released on April 6, 2026. As I delved deeper into the industry, my fascination with the metal and its obscure market grew. This is another essential critical metal that every ASX investor should be considering right now. For those who have read the Samso Insight, as shown below, the pressing question is: how can I gain exposure to this sector?

Noel Ong
Apr 149 min read


Namibia A Forgotten Uranium Oasis
Introduction – Are we looking at the sunset season of Iron Ore Investments or are we looking at the beginning of a long Spring and Summer Season
Investors in the iron ore sector have been dwelling on global market chatter of a declining iron ore price as the giant Simandou Iron Ore mine ships its first shipment of high0grade ore. The street talk is that the imminent 120 million tonnes per annum production coming out of Guinea is going to drive iron ore pricing to the sub US

Noel Ong
Apr 1318 min read


Coffee with Samso – Iron Bear Resources Limited (ASX: IBR) – A Magnetite Story Positioned for Steel Decarbonisation
In this episode of Coffee with Samso, we are having a conversation with Iron Bear Resources Limited again since May 2025. The business has progressed and we are now anticipating the release of the Pre Feasibility Study which will be the platform that begins the studies towards a Decision To Mine.
As a shareholder of the company, these are exciting times as the path forward is all about creating the building blocks that will shape the valuation of the business.

Noel Ong
Apr 124 min read


The Scandium Story - A Small-Market Metal with Outsized Leverage in Lightweight Alloys and Clean-Energy Ceramics
Scandium sits in that rare category of commodities where the market is tiny, but the strategic value can be loud. It is widely dispersed in nature, commonly recovered (if at all) as a by-product, and its modern story is increasingly tied to two technology lanes: aluminium–scandium (Al-Sc) alloys and solid oxide fuel cells (SOFCs).

Noel Ong
Apr 623 min read


OD6 Metals Explains US Critical Minerals Opportunity with Quinn Fluorspar Project
In this episode of Coffee with Samso, Noel Ong sits down with OD6 Metals Limited Managing Director Brett Hazelden and Chief Technical Officer Darren Holden to unpack the company’s acquisition of the Quinn Fluorspar Project in Nevada, USA.
The discussion centres on why OD6 has expanded beyond its rare earths and copper portfolio into fluorite (fluorspar), a critical mineral increasingly tied to global supply chain security.

Noel Ong
Apr 54 min read


Pioneer Minerals Strengthens Critical Minerals Position at North Pine Project, US
Pioneer Minerals Ltd (ASX: PMM) has recently released two ASX updates that collectively define the direction of its North Pine Project in Idaho. The first outlines the Company’s acceptance into the U.S. Defense Industrial Base Consortium (DIBC), providing access to U.S. government-linked supply chain initiatives for critical minerals. The second reports new gallium assay results from the Springfield Prospect, confirming the presence of a broader multi-commodity system alongs

Noel Ong
Apr 26 min read


Kaiser Reef's 'Game-Changing' Henty Gold Mine Acquisition
There are moments in the ASX mining space where a transaction changes everything for a company. This Coffee with Samso conversation with Brad Valiukas from Kaiser Reef Limited is one of those moments.
Filmed back at Samso HQ at the University of Western Australia, this discussion centres on what I described as an “overnight producer” story—driven by the acquisition of the Henty Gold Mine.
And in many ways, that label fits.

Noel Ong
Apr 15 min read


Coffee with Samso - Episode 221 | Tusker Minerals Limited (ASX: TSK) | Cape Town - South Africa | Perth - Western Australia
In this episode of Coffee with Samso, I had the opportunity to sit down with Lachlan Wallace, Managing Director of Investigator Silver Limited, to discuss what I would call a very timely story in the current commodities cycle.
Silver has always been one of those metals that sits quietly in the background—until it doesn’t. When it moves, it tends to move quickly, and often, the market is not fully prepared for what that means.

Noel Ong
Mar 294 min read


Lion Rock Minerals Highlights Widespread In-situ Rutile in Cameroon
Lion Rock Minerals Limited (ASX: LRM) has reported further drilling results from its Minta Project in central Cameroon, confirming insitu rutile mineralisation of up to 2.6% and multiple shallow intercepts, including 4m at 1.8% rutile. The results define a continuous mineralised system across the Ayong Yerap Basin over approximately 24km of strike, with zones remaining open in multiple directions.

Noel Ong
Mar 278 min read


Investigator Silver Limited (ASX: IVR) – Paris Silver Project Set to Ride the Silver Bull Market
In this episode of Coffee with Samso, I had the opportunity to sit down with Lachlan Wallace, Managing Director of Investigator Silver Limited, to discuss what I would call a very timely story in the current commodities cycle.
Silver has always been one of those metals that sits quietly in the background—until it doesn’t. When it moves, it tends to move quickly, and often, the market is not fully prepared for what that means.

Noel Ong
Mar 256 min read
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