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


OD6 Metals Limited (ASX: OD6) — Australian Critical Minerals Company Advancing Fluorspar, Rare Earths and Copper
OD6 Metals Limited (ASX: OD6) has announced the rediscovery of the Big Jim Fluorspar Lode at its Quinn Fluorspar Project in Nevada,

Noel Ong
3 hours ago10 min read


Iron Bear Resources Limited (ASX: IBR) — Indicated Resource Doubles to 4.5 Billion Tonnes at 29.5% Fe and 20.6% Magnetic Fe at the Iron Bear Project
Iron Bear Resources is advancing a magnetite iron ore project in a jurisdiction that has been producing iron ore since 1954 and that hosts some of the world's most established direct-reduction-grade producers.
Our facination as a shareholder wiht the Iron Bear story can be measured with three attributes that matter most for a development-stage magnetite story.

Noel Ong
1 day ago18 min read


Rimfire Pacific Mining Limited – Fifield District Scandium Resource Builder Investigating Lower-Cost Leaching Pathway at Murga
Rimfire Pacific Mining occupies a specific and differentiated position within Australia's scandium landscape. Samso has taken a liking to Rimfire because of the potential possibilities of the Murga Scandium Deposit's with its low iron content. Over the years, I have learnt that to look out for these small things that make a lot of difference in terms of understanding the poteitla of a mineral resource story.

Noel Ong
5 days ago9 min read


Argentina - A Changing Republic For Mineral Resources Investments?
Argentina has long been one of those jurisdictions that sits in the investor’s peripheral vision, not being ignored, but was never fully committed to as a "safe or aprropriate jurisdiction. For close to three decades, the global mining industry has watched the country with a mix of interest and hesitation.

Noel Ong
6 days ago38 min read


Tusker Minerals Limited – High-Grade, Near-Surface HMS Confirmed
Samso has been following the Echo IQ since September 2025. The research that went into preparing for the first Coffee with Samso with Dustin Haines was the eye opener for myself. It became very clear that this was a business that just needed validation and the first was the FDA submission which I now understand is not something that is caually done. The proecess and the acceptance of the request for approval in itself was a strenous process and is almost a tick of approval

Noel Ong
May 128 min read


Maritana Minerals Limited (ASX: MRT) — West Australian Gold Developer Targeting Standalone Production via Refurbished Processing Hub
My interest in the story stems from the fact that at that time, this was a gold producing story that was pretty much "undervalued" in terms of a business that was pretty much producing gold. For those that remember, the gold price was "surging" at that time at USD $3200 per ounce. It reached a high of USD $5,600 and is now current sitting at USD $4,600 per ounce.

Noel Ong
May 510 min read


The Discovery of the Paris Silver Deposit
In this episode of Coffee with Samso, I sat down with John Anderson, the geologist most closely associated with the discovery of the Paris Silver Deposit on South Australia’s Eyre Peninsula. John is not just another explorer who drilled a successful hole. He represents a generation of geologists who built discoveries through persistence, pattern recognition, and the willingness to challenge accepted geological thinking.

Noel Ong
Apr 294 min read


Direct Reduction (DR) Pellets and Green Steel – Who are the Industry Leaders?
Introduction – Are we looking at the sunset season of Iron Ore Investments or are we looking at the beginning of a long Spring and Summer Season
Investors in the iron ore sector have been dwelling on global market chatter of a declining iron ore price as the giant Simandou Iron Ore mine ships its first shipment of high0grade ore. The street talk is that the imminent 120 million tonnes per annum production coming out of Guinea is going to drive iron ore pricing to the sub US

Noel Ong
Apr 2222 min read


OD6 Metals – Developing The Quinns Fluorspar Begins in Earnest.
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?

Noel Ong
Apr 1710 min read


Boss Energy - A Producing Uranium Story with a Valuation Disconnect
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"

Noel Ong
Apr 159 min read


Rimfire Pacific Mining Limited – Murga Scandium Mineral Resource Increases
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?

Noel Ong
Apr 149 min read


Namibia A Forgotten Uranium Oasis
Introduction – Are we looking at the sunset season of Iron Ore Investments or are we looking at the beginning of a long Spring and Summer Season
Investors in the iron ore sector have been dwelling on global market chatter of a declining iron ore price as the giant Simandou Iron Ore mine ships its first shipment of high0grade ore. The street talk is that the imminent 120 million tonnes per annum production coming out of Guinea is going to drive iron ore pricing to the sub US

Noel Ong
Apr 1318 min read


Coffee with Samso – Iron Bear Resources Limited (ASX: IBR) – A Magnetite Story Positioned for Steel Decarbonisation
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.

Noel Ong
Apr 124 min read


The Scandium Story - A Small-Market Metal with Outsized Leverage in Lightweight Alloys and Clean-Energy Ceramics
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).

Noel Ong
Apr 623 min read


OD6 Metals Explains US Critical Minerals Opportunity with Quinn Fluorspar Project
In this episode of Coffee with Samso, Noel Ong sits down with OD6 Metals Limited Managing Director Brett Hazelden and Chief Technical Officer Darren Holden to unpack the company’s acquisition of the Quinn Fluorspar Project in Nevada, USA.
The discussion centres on why OD6 has expanded beyond its rare earths and copper portfolio into fluorite (fluorspar), a critical mineral increasingly tied to global supply chain security.

Noel Ong
Apr 54 min read
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