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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


Echo IQ – AI Diagnostics, Mayo Clinic & Hypergrowth
This Coffee with Samso conversation with Dustin Haines from Echo IQ Limited (ASX: EIQ) reinforces a clear investment narrative: this is not just an AI story, but a data-driven healthcare business building a scalable diagnostic platform anchored in real clinical need.

Noel Ong
Apr 164 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


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


Miramar Resources Bolsters Highway Gold Footprint to Over 600m Strike
This latest ASX release from Miramar Resources Limited (ASX: M2R) at the Gidji JV Gold Project is very interesting. The core of the release is about the latest RC drilling results that management has highlighted a defined a continuous zone of shallow gold mineralisation extending over 600 metres at the Highway Prospect.

Noel Ong
Apr 37 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


Echo IQ – Mayo Clinic Agreement Expands Commercial Pathway for EchoSolv HF After FDA Clearance
Echo IQ Ltd (ASX: EIQ) has expanded its agreement with Mayo Clinic to enable the potential resale and distribution of its heart failure decision support solution, EchoSolv HF, following FDA clearance.
I have liked the Echo IQ story from the first time I was introduced to it. The business is operating in a space where clinical validation, regulatory approval, and commercial deployment must align before revenue can be realised.

Noel Ong
Mar 266 min read
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