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Who Got the Chance — why investors mistake timing, visibility and luck for talent - Equity Investment Myths
Timing, visibility, funding and luck decide more investing outcomes than talent. Part 1 of a Samso series on the human behaviours behind our decisions.

Noel Ong
Jul 2522 min read


Monvia Ltd (ASX: MNV) IPO: Life insurance software veteran lists on the ASX with a $17.5 million raise
Monvia is behind the core systems of some of Australia's largest life insurers hit the boards at midday, priced at $1.10 a share and valued at approximately $103.5 million at the offer price.

Noel Ong
Jul 249 min read


The Dilemma of Investing in the Iron Ore Story
The iron ore market is splitting in two. The product that pays today's dividends, 62% Fe fines (62% iron content) into Chinese blast furnaces, carries a softening price outlook on every published forecast. The product with the strongest structural story, high-purity magnetite feed for direct-reduction steelmaking, sits mostly in projects that are the hardest to finance. That is the dilemma.

Noel Ong
Jul 2324 min read


Elk Range Mining IPO: Advancing a district-scale Idaho gold portfolio
Elk Range Mining lists on the ASX to advance a district-scale Idaho gold portfolio

Noel Ong
Jul 2214 min read


Alurion Resources IPO: A BRE Spin-Out Brings a 568 Mt Brazilian Bauxite-Gallium Project to the ASX
Discover the Alurion Resources IPO, a unique ASX float backed by a 568 Mt Brazilian bauxite-gallium project. Learn about Alurion Resources IPO now!

Noel Ong
Jul 2112 min read


Aureka Limited – A 455koz Inferred Gold Base, a Shoestring Restart at Comstock, and the Question of Who Pays for It
Aureka Limited (ASX: AKA) is a serious greenfield explorer chasing million-ounce potential in the Stawell Corridor, and a fast-to-market, minimal-footprint gold producer at a previously mined pit two kilometres north of the township of St Arnaud.

Noel Ong
Jul 2016 min read


Twelve on the Watchlist: value left behind in the gold price correction?
The gold price has fallen roughly 28% from its January 2026 record high, and the share prices of small gold companies have fallen even harder. This Insight walks through twelve ASX-listed gold small-caps, one by one, in plain language. For each company we ask two simple questions. Does the project stack up as a real, money-making mine? And does the company look like the kind of business a bigger gold miner would want to buy?

Noel Ong
Jul 1928 min read


Lion Rock Minerals (ASX: LRM): A Rutile-Rich Corridor Emerges Across 130 km² at Cameroon's Minta Project
Lion Rock Minerals Limited (ASX: LRM) has delivered the results of its completed drilling hand-auger campaign at Mboma and Loum, two priority zones within the 8,800 km² Minta Rutile & Monazite Project in central Cameroon.

Noel Ong
Jul 1510 min read


OD6 Metals (ASX:OD6): High-Grade Sampling Results and an 8 km Corridor Build the Quinn Fluorspar Case
Discover the latest high-grade sampling results from OD6 Metals, as they reveal an 8 km corridor at Quinn Fluorspar. OD6 Metals is a first-mover in US fluorspar.

Noel Ong
Jul 1411 min read


Miramar Resources: A Kalgoorlie Gold Explorer Doubles Its Gidji Exploration Target
Discover how Miramar Resources has doubled its Gidji Exploration Target. Learn more about Miramar Resources' significant gold exploration

Noel Ong
Jul 1311 min read


The Handback: What Rio Tinto's Kasiya exit says and doesn't say about titanium and graphite
On 8 July 2026, Rio Tinto told Sovereign Metals it will not exercise its option to become operator of the Kasiya rutile-graphite project in Malawi, handing back full control of one of the largest critical-minerals discoveries of the decade. Read one way, that looks like a vote of no confidence from the world's second-largest miner.

Noel Ong
Jul 1219 min read


Echo IQ: A Fully Funded, FDA-Cleared Cardiac-AI Company Scaling EchoSolv into the US
Discover how Echo IQ, a leading cardiac-AI company, is advancing in the US market with its FDA-cleared EchoSolv technology. Explore Echo IQ's innovations now!

Noel Ong
Jul 1012 min read
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