Coffee with Samso: Research Conversations with ASX Management Teams
Coffee with Samso is a long-form video research conversation between Noel Ong and the people running ASX-listed companies. It is not an interview in the promotional sense. It is the structured conversation an analyst would have if they had ninety minutes, business-subject literacy, and a willingness to ask the second and third question.
Samso Media is a great platform to get our story across, and it is always a pleasure sitting down with Noel. His passion for what he does is obvious, and I always appreciate an in-depth conversation with someone who puts in the background work to understand our business, the industry and the markets - Brad Valiukas - Managing Director, Kaiser Reef Limited (ASX: KAU)
What It Is and What It is Not
Coffee with Samso is not a five-minute promotional clip. It is not a curated soundbite. It is not a polished sizzle reel produced from a press release. It is a sustained, on-camera conversation in which a management team is asked to explain a project, a strategy or a decision in enough depth that a viewer who is doing their own research has something real to work with.
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For management teams, this means coming prepared. The conversation will cover the upside thesis, the principal risks, the geological or technical detail behind the claims, and the realistic execution path. Questions are asked because the audience will want them asked.
Why The Format Works
Most ASX small-cap communication is constrained by time. A five-minute clip cannot explain a deposit. A two-page note cannot explain a corporate strategy. A press release cannot weigh a risk. The long-form format is the format because the subject matter requires it.
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Noel’s background as a geologist (since 1992) and ASX founder means the conversation can be technical when it needs to be, and plain-language when it needs to be. The same conversation can explain a drill intercept to a sector specialist and the strategic significance of that intercept to a retail investor watching from outside the industry.
What Viewers Get
A viewer who watches a full Coffee with Samso comes away with a clear understanding of what the company actually does, where the project sits in its commodity cycle, what has to go right for the thesis to play out, what the risks are, and how the management team thinks about all of the above. That is what research-grade content looks like.
How It Works For Subject Companies
A Coffee with Samso conversation can be produced under either path to coverage: as Independent Coverage (Samso chooses the subject, no fee paid by the subject) or as part of a Samso Membership. Under membership, the Essential tier includes one Coffee with Samso or one Samso Insights piece per year; the Growth tier includes two Coffee with Samso conversations per year; the Strategic tier includes the Growth allocation plus complimentary additional pieces.
The format, the questions and the editorial standards are identical across paths. The label at the top of the published piece tells the viewer which path applies. The full register of current member relationships is on the Disclosures page.
A Note on the back Catalogue
Samso has produced more than three hundred Coffee with Samso conversations to date. They are archived in the Research Library and remain available as a research resource on the companies, commodities and themes covered. Where companies have moved on, projects have changed hands, or commodity cycles have shifted, that historical archive becomes more useful, not less.
Companies We Have Covered
