Samso News reviews the Overwatch Technologies (ASX: OWL) IPO. A$8 million at 20 cents, a licensed sensing core from a related party, A$1.88 million received but no revenue recognised, and a 38.8 per cent free float.

Part 1 set out why China's slowdown looks structural. Part 2 asks where the money already went. Over two and a half years the commodity China buys has gone sideways, while the commodities China controls have repriced by between two thirds and nine times. Tungsten, tin, copper and iron ore, and the ASX and TSX producers on either side of the split.

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.

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.

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.

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.

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.

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.

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.

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.