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Investment Thoughts
The Samso contribution to provide ideas and new concepts to help investors DYOR.


Staying Informed About Trends in the Financial Market
In today’s fast-paced world, keeping up with financial trends is essential for making smart investment decisions and managing personal finances effectively. The financial market is constantly evolving, influenced by global events, economic policies, and technological advancements. Staying informed helps you anticipate changes, reduce risks, and seize opportunities. This article explores practical ways to stay updated on financial trends and understand market movements.

Noel Ong
Aug 306 min read


How to Identify Promising Investments in Today's Economy.
Investing wisely in today's economy can be challenging. With so many options and fluctuating markets, knowing where to put your money is crucial. This guide will help you identify promising investments that align with current economic trends and your financial goals. By understanding key factors and strategies, you can make informed decisions that maximize your returns and minimize risks.

Noel Ong
Aug 235 min read


Exploring Emerging Investment Markets Across the Globe
Investing in emerging markets offers exciting opportunities for growth and diversification. These markets, often characterized by rapid economic development and increasing integration into the global economy, can provide higher returns compared to developed markets. However, they also come with unique risks and challenges. This article explores some of the most promising emerging investment markets worldwide, highlighting key sectors, trends, and practical tips for investors.

Noel Ong
Aug 65 min read


Understanding Resources and Investments in Australia - A Resurgence of the Mineral Resource Industry in 2025.
Australia is a country rich in natural resources and investment opportunities. With its vast landscapes and diverse economy, it provides a compelling environment for both domestic and international investors. In this blog post, we will explore the various resources available in Australia and how they impact investment opportunities across the nation.

Noel Ong
Aug 46 min read


Samso ASX AI Technology Radar: Weekly Review.
I’ve been keeping an eye on how artificial intelligence continues to make its presence felt in the small-cap space on the ASX. While AI is often associated with big tech names, the more interesting stories—at least for those of us with a curious, investor-focused mindset—are often found in the places where commercial traction is building quietly.

Noel Ong
Jul 169 min read


Symal Group Limited (ASX: SYL) — Delivering on Strategy with a $347M Wind Farm Win and Expanding Waste Capabilities - An Engineering Infrastructure Business.
In its first reporting season since listing on the ASX in late 2024, Symal Group Limited (ASX: SYL) has made clear strides in delivering its prospectus promises. Most notably, the company has been awarded a $347 million conditional contract for civil works on the Gawara Baya Wind Farm, located in North Queensland on Gugu Badhun Country. This project aligns directly with Australia’s energy transition agenda, aiming to displace 1.3 million tonnes of CO₂ emissions per year.

Noel Ong
Jul 46 min read


Alfabs Australia Limited (ASX: AAL) — Building Momentum in Mining and Engineering Services
Alfabs Australia Limited (ASX: AAL)entered the ASX in late June 2024 with the strong foundation of a family-owned business that has been operating since the 1950s. With its origins as Alfabs Engineers, the Torrance family has grown the company into a respected name in mining equipment hire and heavy engineering (Figure 1). The company remains founder-led, with the Torrance family still holding over 52% post-listing.

Noel Ong
Jul 46 min read


Resouro Strategic Metals Inc. (ASX: RAU) – Gaining Global Attention Through Metallurgical Innovation and Strategic Partnerships - REE and Titanium Opportunities.
Resouro Strategic Metals Inc. (ASX: RAU) is a recently listed company, having debuted on the ASX on 14 June 2024. While many early-stage mineral exploration companies spend their first year positioning and reshaping project narratives, Resouro has wasted no time in generating substantial technical momentum and government-level recognition.

Noel Ong
Jul 48 min read


Piche Resources Limited (ASX: PR2) — Advancing Argentina Gold and Uranium Projects
Piche Resources Limited (ASX: PR2) listed on the ASX on 15 July 2024, entering the market with a portfolio focused on uranium and gold exploration. Since its IPO, Piche has advanced exploration in both Argentina and Western Australia, with primary efforts concentrated on the Cerro Chacon gold project and the Sierra Cuadrada uranium project, both located in Argentina’s Chubut Province (Figure 1).

Noel Ong
Jul 45 min read


Merino & Co. Limited (ASX: MNC) – Building Momentum in Merino Wool Innovation
Merino & Co. Limited (ASX: MNC) entered the ASX in late October 2024, raising $6.35 million in its IPO. The strategy was clear: expand manufacturing capabilities, modernise its supply chain, and position the brand for export-led growth in premium merino wool products.
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Noel Ong
Jul 46 min read


Exploration with Purpose – Axel REE's Caladão & Caldas Programs Keep Delivering - Gallium or Rare Earths?
Since debuting on the ASX in May 2024, Axel REE Limited (ASX: AXL) has maintained its strategic exploration push across two key Brazilian projects—the Caldas Rare Earths Project and the Caladão Gallium-REE Project (Figure 1). The company has taken significant steps forward in its goal to define high-value clay-hosted rare earth and gallium mineralisation, both critical to the future of electrification and green technologies.

Noel Ong
Jul 46 min read


Western Yilgarn NL (ASX: WYX) - Massive 188Mt Bauxite Resource Footprint Emerges in Western Australia
Western Yilgarn Limited (ASX: WYX) has recently reinforced its standing in the Western Australian bauxite landscape with a significant update to its Mineral Resource base. Following a clarification to the ASX on 5 March 2025, the Company has confirmed a massive 168.3 Mt Inferred Mineral Resource Estimate (MRE) under the 2012 JORC Code for its Julimar West Bauxite Project.

Noel Ong
Jul 17 min read


Golden Horse Minerals Limited (ASX: GHM) – Expanding the Central Zone at Hopes Hill Gold Mining Story.
Golden Horse Minerals Limited (ASX: GHM), a recently listed explorer on the ASX (IPO December 2024), has once again demonstrated its potential as a significant player in Western Australia's gold sector with a strong update from its Hopes Hill project (Figure 1). With more than 10,000m of reverse circulation (RC) drilling already completed across 44 holes since January 2025, the latest round of deep drilling results strengthens the view that the Central Zone is part of a large

Noel Ong
Jun 258 min read


Bhagwan Marine Limited (ASX: BWN) —Building Australia’s Leading Marine Services Company
Bhagwan Marine Limited (ASX: BWN) has emerged as Australia’s largest ASX-listed marine services provider, following its IPO in July 2024. Since debuting on the market, the Company has delivered on its strategy of operational excellence, sustainable growth, and diversification across multiple marine sectors. With a 23% increase in share price from the IPO price of $0.50 to $0.63 in June 2025, BWN’s strong market showing is underpinned by solid financial and operational perform

Noel Ong
Jun 256 min read


Cuscal Limited (ASX: CCL) — From Infrastructure to Innovation in Payments - A Fintech Story.
Cuscal Limited (ASX: CCL) is a name that has quietly underpinned the digital payments infrastructure of Australia for decades. After officially listing on the ASX on 25 November 2024, Cuscal is now navigating the next chapter of its 60-year journey — building on its foundation as one of the nation’s leading independent B2B payments and data service providers.

Noel Ong
Jun 256 min read


Samso Healthcare Radar - Weekly Review - Time for ASX Investors to Take Position?
This is our second Samso Radar - Weekly Review, and this week we are looking at the Health Care sector on the ASX. The timing may be now for investors to take notice and understand the ASX Healthcare sector as some signs are showing that a counter-cyclical opportunity may be in play in 2025. Timing is the key and this Samso Radar Weekly Review may be the beginning the understanding process.

Noel Ong
Jun 2522 min read


Fulcrum Lithium Limited (ASX: FUL) – Advancing Lithium Discovery in Nevada’s Lithium Belt.
Fulcrum Lithium Ltd (ASX: FUL) has entered the ASX stage with ambitions as large as its Nevada lithium portfolio. Since its IPO in November 2024, Fulcrum has maintained a sharp operational pace, demonstrating early exploration success and strategic clarity across three key lithium projects—Alkali Flats, Fairway, and Summit

Noel Ong
Jun 256 min read


Navigating the ASX Mineral Exploration Landscape: Insights on Investing in the Small-Cap ASX Mineral Exploration Sector
Investing in mineral exploration stocks on the ASX can offer exciting opportunities, but it also carries unique challenges. With over 30 years of experience as a geologist in the industry, I have witnessed both the highs and lows of the mineral resource market. I have seen proejcts go from a Urnaium project to being a Phosphate project in 6 months and Nickel to Gold or vice versa, in a simialr time frame.
Knowing the complexities in this sector is vital for making informed i

Noel Ong
Jun 157 min read


Samso ASX Biotech Radar: Weekly Review
When it comes to spotting undervalued potential in biotech, I often look for companies that are not only developing novel technologies but also demonstrating clear paths to commercialisation. This month, three small-cap names on the ASX have really caught my attention: Memphasys Limited (ASX: MEM), Control Bionics (ASX: CBL), and dorsaVi Ltd (ASX: DVL). Each is on a very different mission, but all three are making measurable progress—and investors are starting to notice.

Noel Ong
Jun 119 min read


Investing in ASX Small-Cap Stories - Insights From Samso.
nvesting in small-cap stories on the ASX (Australian Stock Exchagne) in 2025 can seem overwhelming, especially for beginners. With the abundance of information available, it is crucial to know how to sift through it effectively to make informed decisions. As I have been in this industry for over 30 years and as an investor prior to the 1987 stockmarket crash, this blog will just outline some of my own experience and insights as to what has wroked for me over those years.

Noel Ong
Jun 88 min read
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