top of page
Search


Parbo Resources (ASX: PRB) IPO: A$5 Million to Drill Gold and Copper Targets Near Meekatharra
Parbo Resources Limited is preparing for an ASX listing with a A$5 million offer to fund gold and copper exploration near Meekatharra. What the prospectus says, and what the first drilling has to show.

Noel Ong
4 days ago11 min read


Ordell Minerals Limited (ASX: ORD)
Ordell Minerals has put a maiden Mineral Resource Estimate on the calendar for the December 2026 quarter, on a granodiorite-hosted gold system 6km from a producing 1.3Moz open pit. This workup examines what the company has actually published, and what that evidence does and does not support.

Noel Ong
6 days ago46 min read


Innovaero Technologies IPO: Bringing Sovereign Defence Technology to the ASX
Innovaero Technologies is raising A$40 million to list on the ASX on 18 September 2026. What the OWL loitering munitions and the numbers actually say.

Noel Ong
7 days ago13 min read


Bengwenyama's Second Product, and the Discount Nobody Has Explained
South Africa holds about four fifths of the world's platinum group metal reserves. Samso looks at what Bengwenyama's chrome, its missing offtake and its unexplained discount are actually worth.

Noel Ong
7 days ago65 min read


Why is the Copper Price Rising? ASX Copper Stocks to Watch in 2026
Copper has pushed into record territory above US$14,700 a tonne, driven by mine-supply problems, tariff-related stockpiling and rapidly growing electricity demand. We examine what is behind the copper price rally, whether it can last and which ASX copper stocks provide investors with exposure.

Noel Ong
Sep 1018 min read


Kaoko Metals Limited (ASX: KAO)
Kaoko Metals drilled its first ever holes at Chalkos in Namibia and logged about sixty metres of visible copper. The stock ran from 73 cents to A$2.50 in two sessions, and the company then raised A$20 million at A$2.20, above its fifteen-day average. This workup sets out what has actually been proven, what has not, and why the assay result is still the event that settles it.

Noel Ong
Sep 953 min read


Australian Rare Earths Limited (ASX: AR3)
Australian Rare Earths carries two very different assets on one small balance sheet. Koppamurra is an ionic clay rare earths project with a Pre-Feasibility Study and a maiden Ore Reserve, one of only two assets in its peer group to hold one. Overland is a niobium carbonatite discovery that is one drill hole old. This workup separates what has been proven from what has been interpreted, at both.

Noel Ong
Sep 955 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


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
bottom of page
