In this episode of Coffee with Samso, I speak with Oliver Frieson, the CEO and Executive Director of Guardian Metals Resources PLC, about one of the most compelling but under-discussed metals in the global supply chain — tungsten.

OD6 Metals Limited (ASX: OD6) has announced the publication of a peer-reviewed scientific paper detailing three years of advanced geological and geochemical work at the Company’s flagship Splinter Rock Rare Earth Project in Western Australia (Figure 1). The research—undertaken by CSIRO, Murdoch University, Monash University, and OD6—provides a technical, science-backed understanding of how rare earth elements (REE) occur, concentrate, and can be extracted from this large clay

Emyria Limited (ASX: EMD) has taken another step toward building a national network of intensive, evidence-based mental health services in Australia. The Company has secured funding through an $8 million institutional placement and exercised a key option with Avive Health, paving the way for its first Empax Clinic in Victoria. At the same time, insurer-funded treatments have commenced at the Brisbane Empax Clinic, adding a second reimbursed site to the existing Empax Centre i

Algorae Pharmaceuticals Limited (ASX: 1AI) has launched AlgoraeOS Version 2, a major upgrade to its AI-driven platform for drug-combination discovery. Developed in partnership with UNSW Biomedical AI Laboratory, UNSW AI Institute, and CSIRO Data61, the new system represents a significant advancement in modelling complex therapeutic interactions.

October 2025 marked a pivot for Kaiser Reef (ASX: KAU). At Henty (Tasmania), Ore Reserves rose 29% to 199 koz @ 3.28 g/t, while the plant proved ~400 ktpa—about one-third above nameplate—via low-capex debottlenecking. At Maldon–Union Hill (Victoria), shallow in-pit drilling confirmed high-grade continuity along the Eaglehawk Reef over ~160 m strike, supporting near-term underground access and platform drilling. More ounces, faster milling, clearer pipeline. Focus now: sustain

Lion Rock Minerals Limited (ASX: LRM) has released first-pass mineralogy from the Minta Monazite & Rutile Project in central Cameroon (Figure 1), outlining broad zones of high-grade natural rutile from surface and near-surface. Results include up to 2.2% in-situ rutile and rutile making up to 71% of the heavy-mineral assemblage. With reconnaissance complete over a >5,000 km² target area and results received across ~3,800 km²

Cauldron Energy Limited (ASX: CXU) has delivered two complementary updates on the Yanrey Uranium Project in WA (Figure 1). October’s note uses fresh passive-seismic work to sharpen drill targeting at Manyingee South, Manyingee North and Koodarie ahead of near-term field activity, while September’s announcement frames a non-binding MOU with Navoiyuran that brings ISR operating expertise and potential funding pathways into the study mix.

As the global energy transition accelerates, demand for base metals like copper (Cu), lead (Pb), zinc (Zn), and nickel (Ni) is booming. Yet, exploration success rates for major discoveries are shrinking worldwide. In Australia—home to an array of world-class resources—the biggest challenge isn’t finding the right rocks, it’s working out where to start looking beneath the post-mineralisation cover that hides up to 80% of the continent’s prospective geology.

Infini Resources Limited (ASX: I88) delivered three key messages in its October sequence: the discovery of visible uranium in the core at Portland Creek (Figure 1), a 68% expansion of tenure around that system, and the raising of fresh capital at a premium to accelerate drilling in Newfoundland and the Athabasca region. This summary pulls the key facts and where they fit in the bigger picture.

Invion Limited (ASX: IVX) has signed a funded collaboration with Protect Animal Health Inc. (Taiwan, 7850.TT) to evaluate Photosoft™ in veterinary oncology across in-vitro, in-vivo, and companion-animal studies. Invion supplies compounds, Protect funds, and runs the work. Invion retains all Photosoft IP, with scope to move to a co-development/commercial agreement if results warrant.