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The Science Beneath the Announcements: ISMUMS2026, Critical Metals, and Why Independent Research Matters on the ASX
The world's best minds in magmatic ore deposits just spent a week in Perth. Most ASX investors never heard about it and yet their portfolios are built on the science discussed in that room.
ISMUMS2026 covered the mineral systems behind Ni, Cu, Co, PGEs, V, Ti and Cr: the metals of the energy transition, and the bread and butter of the ASX junior sector. Samso's job is to carry that knowledge across the gap as research, not promotion, for investors who want to understand t

Noel Ong
Jul 97 min read


The Big Consolidation — where the gold price settles before its next move
Start with the facts as of this week. Spot gold is trading around US$4,025–4,050 per ounce (2 July 2026), having touched an eight-month low earlier in the week before recovering above US$4,000. That is roughly 28% below the record high of ~US$5,595–5,602 set on 28–29 January 2026 — and yet still about 22% higher than a year ago. Both of those numbers matter, and most commentary quotes only one of them.

Noel Ong
Jul 818 min read


Neu Horizon Uranium IPO: A Two-Jurisdiction Uranium Float
Neu Horizon Uranium Limited (proposed ASX: NHU) is raising to $15 million to chase uranium in two of the more interesting addresses on the map: the structurally-controlled and black-shale uranium districts of northern Sweden, and the basement rocks along the northern rim of Canada’s Athabasca Basin — the highest-grade uranium district on earth.

Noel Ong
Jul 610 min read


When the Smartest AI Model Is Worth the Least
At SuperAI 2026, a European lab, a Chinese lab, and a veteran investor agreed the AI frontier has quietly moved — away from topping benchmarks, toward owning deployment, distribution, and the ground beneath the tokens.A panel discussion, moderated by Zixuan Li (Head, Z.ai), with:Geoff Soon, Mistral AI · Cherie Shi, MiniMax · Hemant Mohapatra, LightspeedSuperAI 2026 · Marina Bay Sands, Singapore · 10 June 2026For a few years, the word frontier had a simple meaning in artificia

Noel Ong
Jul 611 min read


Copper's precious passengers — where platinum and palladium hide in a porphyry
A handful of the world's giant copper mines also carry platinum and palladium. They are rarely worth mining on their own — but the story of how they got there is one of the clearest windows we have into how a copper-gold deposit is made. This is that story, told for the curious rather than the credentialled.

Noel Ong
Jul 520 min read


The overselling of Encounter Resources— a niobium number two priced like an afterthought
As the ASX small-cap market is showing a slowness in hype, is Encounter Resources simply a case the market may be missing the potential value to come.

Noel Ong
Jul 315 min read


Kaiser Reef: Gold Producer Restarts Drilling at Historic Maldon
An established, cash-generating gold producer has begun a 4,350m surface drilling campaign at Maldon - a historic, high-grade Victorian goldfield adjacent to a processing facility it already owns.

Noel Ong
Jul 29 min read


Iron Bear Resources (ASX: IBR): Why Vale Is Funding Its Way to 75% of Iron Bear
Discover why Vale is investing heavily in Iron Bear Resources. Learn about Vale's strategic funding and its impact on Iron Bear Resources.

Noel Ong
Jul 19 min read


Rimfire Pacific Mining: Murga’s Low-Iron Scandium Points to a Cheaper Route
https://www.samso.com.au/post/rimfire-pacific-mining-limited-asx-rim-to-secure-60-of-avondale-scandium-project-as-seismic-surv

Noel Ong
Jun 3010 min read


When the Web Learned to Lie: AI Agents
A radio hoax fooled millions in 1938. Nearly ninety years later, the things being fooled aren't human — and the web is quietly feeding them poison. Adapted from a talk by Ariel Shulman, Chief Product Officer, Bright Data SuperAI 2026 · Marina Bay Sands, Singapore In 1938, Orson Welles stepped up to a radio microphone with no television, no internet, and no special effects beyond a few sound cues. He convinced millions of listeners that Martians were invading Earth. War of th

Noel Ong
Jun 2511 min read


Unpacking the Lux Copper IPO (ASX: LUX)
An independent look at the Lux Copper (ASX: LUX) IPO — an $8–15m raise to drill high-grade copper in Alaska's Ambler district. The case, and the catch

Noel Ong
Jun 2411 min read


OD6 Metals (ASX: OD6): Nevada's Quinn Delivers High-Grade Fluorspar Cleaner Than Global Peers
New assays at OD6 Metals' Quinn Fluorspar Project show high grades and impurities below global thresholds. The results, and what's next.

Noel Ong
Jun 2211 min read
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