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


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
3 days ago23 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
5 days ago4 min read


Pioneer Minerals Strengthens Critical Minerals Position at North Pine Project, US
Pioneer Minerals Ltd (ASX: PMM) has recently released two ASX updates that collectively define the direction of its North Pine Project in Idaho. The first outlines the Company’s acceptance into the U.S. Defense Industrial Base Consortium (DIBC), providing access to U.S. government-linked supply chain initiatives for critical minerals. The second reports new gallium assay results from the Springfield Prospect, confirming the presence of a broader multi-commodity system alongs

Noel Ong
Apr 26 min read


Kaiser Reef's 'Game-Changing' Henty Gold Mine Acquisition
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.

Noel Ong
Apr 15 min read


Tusker Minerals – Building a Rutile Discovery Story in Cameroon & Malawi | Coffee with Samso
In this episode of Coffee with Samso, I had the opportunity to sit down with Lachlan Wallace, Managing Director of Investigator Silver Limited, to discuss what I would call a very timely story in the current commodities cycle.
Silver has always been one of those metals that sits quietly in the background—until it doesn’t. When it moves, it tends to move quickly, and often, the market is not fully prepared for what that means.

Noel Ong
Mar 295 min read


Lion Rock Minerals Highlights Widespread In-situ Rutile in Cameroon
Lion Rock Minerals Limited (ASX: LRM) has reported further drilling results from its Minta Project in central Cameroon, confirming insitu rutile mineralisation of up to 2.6% and multiple shallow intercepts, including 4m at 1.8% rutile. The results define a continuous mineralised system across the Ayong Yerap Basin over approximately 24km of strike, with zones remaining open in multiple directions.

Noel Ong
Mar 278 min read


Investigator Silver Limited (ASX: IVR) – Paris Silver Project Set to Ride the Silver Bull Market
In this episode of Coffee with Samso, I had the opportunity to sit down with Lachlan Wallace, Managing Director of Investigator Silver Limited, to discuss what I would call a very timely story in the current commodities cycle.
Silver has always been one of those metals that sits quietly in the background—until it doesn’t. When it moves, it tends to move quickly, and often, the market is not fully prepared for what that means.

Noel Ong
Mar 256 min read


NH3 Clean Energy Fuelling a Clean Future with Ammonia.
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

Noel Ong
Mar 239 min read


From Field Mapping to Discovery: PTR Minerals Rosewood Titanium Story
In this episode of Coffee with Samso, Noel Ong speaks with the team from PTR Minerals Limited about the discovery of the Rosewood Titanium Deposit at the Muckanippie Project in South Australia.

Noel Ong
Mar 228 min read


RTG Mining's High-Grade Copper-Gold DSO Start-Up in Philippines Fully Financed and Nearing Commencement
RTG Mining Limited (ASX: RTG) has outlined a clear pathway toward near-term production at its Mabilo Copper-Gold Project in the Philippines. The company's Stage 1 Direct Shipping Ore (DSO) operations are now fully financed and approaching development commitment. The project hosts a high-grade reserve of 400kt at 5.13% copper equivalent (CuEq) and is supported by binding financing and offtake agreements covering 100% of Stage 1 production. The RTG Mining story is a revelation

Noel Ong
Mar 206 min read


Miramar Resources Hits Shallow High-Grade Gold in Gidji - Highest Grade to date
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.

Noel Ong
Mar 199 min read


OD6 Metals Advances Critical Minerals Strategy with New Appointment
It is beyound doubt now that OD6 Metals Limited (ASX: OD6) is positioning itself within the global critical minerals narrative, focusing on rare earth elements and fluorspar across Australia and the United States. The Company’s flagship Splinter Rock Rare Earth Project in Western Australia and the Quinn Fluorspar Project in Nevada place it directly in jurisdictions that are increasingly central to supply chain security discussions.

Noel Ong
Mar 189 min read


Prominent Hill IOCG Discovery in the Gawler Craton
The discussion focused on tungsten, antimony, and gold, but more importantly, on mineral systems thinking—how deposits form, why certain geological settings matter, and why Pioneer’s ground selection in Idaho, USA, was anything but random. As someone who has followed tungsten closely, this was a conversation that went well beyond commodity hype and into the fundamentals of discovery.

Noel Ong
Mar 188 min read


OD6 Metals Expands Quinn Fluorspar District in Nevada
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

Noel Ong
Mar 179 min read


Tusker Minerals Discovers High-Grade Rutile Titanium in Malawi
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

Noel Ong
Mar 168 min read
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