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Inside Saudi Arabia’s Mining Push: Five ASX Companies to Watch
Saudi Arabia’s Vision 2030 is transforming the Kingdom into one of the world’s emerging mineral exploration destinations, and Australian companies are increasingly becoming part of that transformation.

Noel Ong
Sep 714 min read


ASX Data Centre Stocks: What the Market Is Actually Paying
Australia has a real data centre industry and a small number of ASX companies are actually in it. Across three years of price action, binding contracts moved share prices and held, while non-binding memoranda and pipeline announcements faded.

Noel Ong
Sep 623 min read


The Manganese Market, Where the Price Has Been, Where Demand Is Headed, and the Distance Left for the Explorers
Manganese has traded in a band for a decade while steelmakers quietly consumed almost all of it. A small, unproven battery-chemistry demand story is now attached to that steel story. On the ASX, a handful of companies sell the actual product and report the revenue.

Noel Ong
Sep 519 min read


Has the Market Overestimated Simandou?
Simandou's 120 Mtpa is read as a straightforward reason for lower iron ore prices. This Samso Insight tests whether the market's supply-side arithmetic leaves out depletion, ramp-up time and demand outside China.

Noel Ong
Sep 429 min read


Super Minerals Limited (ASX: S88) IPO: Bringing an Old NSW Goldfield Back into the Exploration Cycle
Super Minerals was incorporated in February 2026 to acquire and advance Australian mineral exploration projects. On completion of the acquisition arrangements, it intends to hold 100% of the projects that form its initial NSW portfolio.

Noel Ong
Sep 39 min read


Storm Exploration - Drilling a Five Kilometre Conductor at Gold Standard - Testing the Potential of a VMS Discovery
Storm Exploration is drilling a five kilometre conductor at Gold Standard, Ontario, to test a VMS target. Eric Sprott is the largest shareholder.

Noel Ong
Sep 317 min read


Almasar Minerals (ASX: AMK) Marks ASX First with Saudi-Focused Front-Door IPO
Almasar Minerals’ ASX debut puts a fresh spotlight on Saudi Arabia’s push to attract international mining capital. With the IPO now completed and funding secured, the focus shifts to how effectively the company can convert its Arabian Shield tenure into drill-ready targets and, ultimately, discoveries.

Noel Ong
Sep 210 min read


Kaiser Reef (ASX: KAU) to Sharpen Maldon Gold Targets with Airborne Survey
Kaiser Reef Limited (ASX: KAU) has completed a close-spaced helicopter magnetic and radiometric survey over its Maldon Gold Project in Victoria, adding a new layer of high-resolution geophysical data to the company's district-scale exploration program.

Noel Ong
Sep 17 min read


The Known Tin and Tungsten Fields of Eastern Australia, Part 1 of 3
Explore the rich history of tin and tungsten in Eastern Australia. Discover why tin and tungsten fields have been long known but underdeveloped.

Noel Ong
Aug 3120 min read


The Copper Is Hiding in the Minerals, Not the Assays — CSIRO's Tobias Schlegel on IOCG Vectoring.
Tobias is a Senior Research Scientist at CSIRO, where he has spent close to seven years, and he has been working on Iron Oxide Copper Gold (IOCG) systems since around 2009 — including his doctoral work on Prominent Hill. If you want someone who has spent well over a decade staring at the rocks behind Australia's most important copper story, he is the man.

Noel Ong
Aug 308 min read


Austral Resources (ASX: AR1), what it actually owns now
Austral Resources rebuilt itself after a two-year suspension, agreed to buy a zinc mine for its copper ground, and reported a maiden drill result still without a resource behind it.

Noel Ong
Aug 2922 min read


The Scandium Market in 2026 - Does a lower scandium price make the investment case stronger?
The scandium oxide price has fallen about a third since 2021. Samso separates the three published prices, what is produced, and what is only announced.

Noel Ong
Aug 2843 min read
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