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?

Today, research is showing that the discussion is now being expressed through observable market behaviour. Not so long ago, most observers will remember that this sector was about a forward-looking thematic built on energy transition and supply concerns has transitioned into a phase where pricing (Figure 1), contracting, and policy alignment are all moving in the same direction. In other words, it is all "talk"

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.

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).

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.

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.

NH3 Clean Energy Ltd ( ASX: NH3) is building a clean ammonia project positioned within the Pilbara region of Western Australia, targeting the growing demand for low-emission marine fuels across the Asia Pacific. The company’s WAH2 Project sits at the intersection of energy transition, shipping decarbonisation, and infrastructure development. The NH3 story came to my attention last week and it is a very interesting proposition to position the business, providing clean ammonia

Miramar Resources Limited (ASX: M2R) has reported shallow high-grade gold mineralisation from recent reverse circulation (RC) drilling at its 80%-owned Gidji JV Gold Project, located approximately 15 kilometres north of Kalgoorlie in Western Australia. The drilling intersected 3 metres at 9.45 g/t gold from 47 metres, including 1 metre at 23.11 g/t gold, at the Highway Prospect, marking the highest-grade result recorded at the project to date.

OD6 Metals Limited (ASX: OD6) has announced the staking of additional exploration claims surrounding the Quinn Fluorspar Project in Nevada, USA, expanding its position within a historically productive fluorite district. The newly secured ground captures interpreted strike extensions of several historical high-grade deposits including Mammoth, Spar, Big Jim, Rocket, Jumbo and Horseshoe, along with key structural corridors and extensive epithermal alteration zones for fluorite

Tusker Minerals Ltd (ASX: TSK) has discovered high-grade titanium mineralisation hosted predominantly as rutile within the company’s Mzimba Project in northern Malawi, Africa. Over the last 12 months, I have learnt a lot about the titanium scene in which rutile is the King of the Castle. The focus is on rutile and not all HM deposits are found in the same way. Residual ruitle is the key and the establishment of titanium sources being sourced from rutile and not ilmenite is