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Metals & Mining
Investor interviews and briefings with industry leaders from the metals and mining sectors.


The Big Consolidation — where the gold price settles before its next move
Start with the facts as of this week. Spot gold is trading around US$4,025–4,050 per ounce (2 July 2026), having touched an eight-month low earlier in the week before recovering above US$4,000. That is roughly 28% below the record high of ~US$5,595–5,602 set on 28–29 January 2026 — and yet still about 22% higher than a year ago. Both of those numbers matter, and most commentary quotes only one of them.

Noel Ong
17 hours ago17 min read


Neu Horizon Uranium IPO: A Two-Jurisdiction Uranium Float
Neu Horizon Uranium Limited (proposed ASX: NHU) is raising to $15 million to chase uranium in two of the more interesting addresses on the map: the structurally-controlled and black-shale uranium districts of northern Sweden, and the basement rocks along the northern rim of Canada’s Athabasca Basin — the highest-grade uranium district on earth.

Noel Ong
2 days ago10 min read


Copper's precious passengers — where platinum and palladium hide in a porphyry
A handful of the world's giant copper mines also carry platinum and palladium. They are rarely worth mining on their own — but the story of how they got there is one of the clearest windows we have into how a copper-gold deposit is made. This is that story, told for the curious rather than the credentialled.

Noel Ong
4 days ago20 min read


The overselling of Encounter Resources— a niobium number two priced like an afterthought
As the ASX small-cap market is showing a slowness in hype, is Encounter Resources simply a case the market may be missing the potential value to come.

Noel Ong
6 days ago15 min read


Kaiser Reef: Gold Producer Restarts Drilling at Historic Maldon
An established, cash-generating gold producer has begun a 4,350m surface drilling campaign at Maldon - a historic, high-grade Victorian goldfield adjacent to a processing facility it already owns.

Noel Ong
7 days ago9 min read


Iron Bear Resources (ASX: IBR): Why Vale Is Funding Its Way to 75% of Iron Bear
Discover why Vale is investing heavily in Iron Bear Resources. Learn about Vale's strategic funding and its impact on Iron Bear Resources.

Noel Ong
Jul 19 min read


Rimfire Pacific Mining: Murga’s Low-Iron Scandium Points to a Cheaper Route
https://www.samso.com.au/post/rimfire-pacific-mining-limited-asx-rim-to-secure-60-of-avondale-scandium-project-as-seismic-surv

Noel Ong
Jun 3010 min read


Unpacking the Lux Copper IPO (ASX: LUX)
An independent look at the Lux Copper (ASX: LUX) IPO — an $8–15m raise to drill high-grade copper in Alaska's Ambler district. The case, and the catch

Noel Ong
Jun 2411 min read


OD6 Metals (ASX: OD6): Nevada's Quinn Delivers High-Grade Fluorspar Cleaner Than Global Peers
New assays at OD6 Metals' Quinn Fluorspar Project show high grades and impurities below global thresholds. The results, and what's next.

Noel Ong
Jun 2211 min read


The Gold Question— Which Way Form Here
Gold has corrected hard from a January 2026 record near US$5,589 to about US$4,200 by mid-June, yet almost every major bank still points higher over a 12-month view. The disagreement is about how high and by what road — and for ASX investors, the AUD gold price (near record) matters more than the USD headline.

Noel Ong
Jun 2118 min read


Maritana Minerals (ASX: MRT) – Black Swan Processing Hub Scales to 2.5Mtpa | A Gold Mining Hub Takes Shape
Maritana Minerals Limited (ASX: MRT) has delivered a comprehensive progress update earlier this month on the Black Swan Processing Hub (BSPH), located roughly 50km from Kalgoorlie in the heart of the Western Australian Goldfields.

Noel Ong
Jun 1811 min read


Rimfire Pacific Mining Limited (ASX: RIM) to Secure 60% of Avondale Scandium Project as Seismic Survey Kicks Off at Fifield
Rimfire Pacific Mining (ASX: RIM) is sharpening both its ownership position and its geological understanding of the Fifield District in central New South Wales.
The company has confirmed it will move to a 60% interest in the Avondale Project after its exploration partner, Golden Plains Resources (GPR), gave notice of its intent to vest a 40% interest under the terms of the Avondale Earn-In Agreement. The move leaves Rimfire holding the majority stake and operational control

Noel Ong
Jun 159 min read


Iron Bear Resources seeks Canadian 'national significance' status for Labrador iron ore project
Iron Bear Resources (ASX: IBR) is developing a 13.6Bt Vale-backed magnetite project in Canada's Labrador Trough, producing DR-grade iron ore for green steel.

Ephrem Joseph
Jun 128 min read


Miramar Resources (ASX: M2R) Builds Case for a Large SEDEX System in WA's Gascoyne Region
SEDEX systems are the world’s most important source of lead and zinc and rank among the largest, richest orebodies on earth. Miramar Resources Limited (ASX: M2R) confirmed it had completed its first-ever auger drilling programme at the Joy Helen copper-lead-silver prospect, part of the 100%-owned Chain Pool project in Western Australia's Gascoyne region. The drill program rides on the back of the project's similarities with Sedimentary Exhalative (SEDEX) deposits in the Macar

Noel Ong
Jun 119 min read


Aventine Resources Gears up for IPO
An independent look at the Aventine Resources IPO — a $15–20m ASX gold-copper float in WA's Paterson Province, backed by Greatland Resources.

Ephrem Joseph
Jun 817 min read
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