Samso Search Results

Our society reveres our youth. Global trends often take root with the up-and-coming generations before being adopted by the mainstream: think fashion trends, music, technology, social movements, TV shows, and the like. When social media first found favour with late born millennials in the form of Facebook, it quickly dictated the premier cultural zeitgeist to come. Of course, it didn’t take long to be pilloried by older generations with its time-wasting optics. Despite that, everyone and their grandparents ended up with a profile. Today, we know better than stereotyping people and that of which we are unfamiliar with. Or do we? Industrial resource companies often shy away from adopting and integrating the latest image and short form video service platforms, Instagram and reels, Snapchat and TikTok, into their marketing plans. One BIG reason: they just aren’t visual rich industries. Unlike the retail sectors of fashion and beauty or art and design. This means creating content will require more creativity. But that shouldn’t put you off! The phrase ‘thinking outside the box’ is the mantra for all creators, but certainly for the resources and investing spheres when, online. The stereotypes of Instagram being only packed full of pouting influencers and that TikTok is just synchronised teen dance moves that COVID19 breathed life into, isn’t the truth. The truth is they are only a sliver of what can be found on these platforms. There are some truisms when it comes to applying social media to your marketing plans. It’s true that not every social media platform is right for every business. There is no wisdom being on eight platforms simultaneously, but there is wisdom in analysing the cost benefit analysis of each platform. Combine that with an understanding of how it works ( check out my handy PDF guide at the end of this article ) and you can augment your businesses future exponentially. Don’t stand in your own way Insisting on preconceived notions about social media can mean closing the door on successful tools for your business and that’s short sighted. Our collective technology advancements and ingenuity have moved our society quickly into a future world that not only exists online but is being talked about beyond our 3D reality with augmented and virtual reality and now the Metaverse. Video is by far the most popular entertainment/information medium and TikTok is now the third most downloaded social media app tool, alongside Instagram reels, Facebook stories and Snapchat. It's time to widen your audience and freshen up your biz’s place in the world online. But first, what are the resources and investing communities using when it comes to social media? Which platforms are resource industries currently using? LinkedIn You will find the resource industry and investor relations mainly on LinkedIn. The ‘corporate’ Facebook began in 2002 out of California, USA. Its objective was to be a networking, professional development, and employment hub. Today, it’s still faithful to this genre. I would argue its more about recruitment than anything else as you can see this by the tools it has implemented over the years from up-skilling for premium members, profile indicators for the services you provide, whether you are a seeking a new position, what topics you post about etc. Apart from competition from Twitter, LinkedIn has remained the sole dedicated business themed social media platform. Many professionals have noticed that during the Aussie COVID19 lock-downs it seemed to make bit of a comeback. ‘I don’t really use it, or I don’t know what I’m really using it for’ . This is the answer I heard a lot when I asked a sample of Perth professionals what they thought about using LinkedIn for any purpose. Still, we are logging in, so why do we use it? It’s the sole one created for the purpose of business/employment/networking. Professional services or white-collar workers make up most of the users. Premium members have access to free online education programs. Companies and recruiters use it to vet applicants and headhunt new employees. Industry news and sharing personal career updates. LinkedIn = a CRM database of who’s who and who knows who and is willing to show their affiliation. However, I get the sense that while a lot of people say that its good for marketing, its only preaching to the converted. Which is great and easy. However, preaching to the converted silos your business off from others who could be part of your brands conversation and take it into new positive directions. So, while its still helpful for business news, it’s not the best place to reach new audiences, spreading the word about your industry and informing people about your amazing business. That’s why Twitter snuck up on it and stole some of its thunder. So, what about Twitter? Twitter is a fast-moving app which facilitates the news of investments far better than LinkedIn, where changes can take up to two hours to appear. Twitter is in real time. Twitter is powerful for influencing investments and investors and is more influential than LinkedIn. Elon Musk has demonstrated this power (sometimes to his detriment) several times in recent years. Kylie Jenner bemoaned unfavourable changes that Snapchat had made to its app via Twitter, just by making two tweets, sending Snapchat’s stock price down, losing them a cool billion dollars the same day. Apart from the celebrity influence on stocks, ASX businesses use Twitter to keep their investors and followers updated about business news easily. Using Twitter is (almost) fool proof and its only recently that they have updated and added new features to the platform. Twitter allows businesses the autonomy to shape their image far more easily than LinkedIn can and does. Still, Twitter is primarily a short message service of 280 characters or less. Short form video is still the world’s most wanted in terms of media today. How much do you know about how social media works? Read on below and download my Understanding Social Media for Non Users An Overview guide and get to know social medias MO in no time! Social media’s MO No matter which platform you use as an individual or as a business, it’s all about what you put in to dictate what you get out of it. It looks easy. Everybody can upload a photo or write a few sentences and hit post. But if you want to gain traction, there is a 3-part formula that when performed correctly, always works. The 3C's of Social Media Content Creation Strategy Business and marketing plans Everything circles back to your marketing and business plans. Both plans are as important as the other, but many dismiss the marketing arm as something that can be done on the fly or isn’t a serious consideration. Today and in the future your businesses presence online isn’t just imperative, it’s going to be mandatory. As traditional media methods continue shrinking you won’t want to be left behind. If you are in an industry that is not a visual business such as retail, fashion, beauty etc then you need to dig deeper. Your future employees, business partners are all coming up and coming of age on these media platforms. You need to get on their level and discover what they find interesting, what drives and inspires them. Recognising the opportunity Attempting to use a platform particularly one that seems far and away from what you think is relevant to your business can be and is intimidating. Not something a lot of CEO's might want to admit! Who are you talking to on TikTok? Generation Z and a mixture of Millennials and Gen X Gen Z born 1996 - 2010 As unlikely as it seems right now, these young adults mucking around online, will grow up and a good portion of them will be found in the future in these areas: resources industry as your competitors employees entrepreneurs in adjacent industries and/or know influential people that you want to get to know about your biz. Who is Gen Z Broadly speaking, Gen Z’s psychographics consist of strong emotions and preferences about the marketplace en masse. What they value encompasses the raison d’etre of why your business exists. They want all the details before they give you their cash. What do you do and how you do it. Corporate responsibility activity. How do you conduct your business? being transparent and not attempting to hide information will be to your benefit. Gen Z can sniff out a fraud like a bloodhound. Your employees conduct, your businesses effect on the world it is in etc. They are very vocal about social issues and while it can be seen as a negative, if you find favour with them, they will shout your name from the rooftops. Tiktok's latest stats on how it impacts the retail sector are impressive. While its not your industry, the stats speak for themselves in terms of how information about products and services is spread digitally today . Ignoring them is doing your business a future disservice as there is a valuable target audience within them that you need to be talking to. This entire demographic is mostly unaware of things you and I would consider common knowledge from movies to music. They are mostly only aware of businesses that they have seen online in some capacity. If it’s not online, it doesn’t exist. Investing content creation on TikTok The only way to describe what is found on TikTok in the investing genre is abysmal. No-one has taken the time to figure it out right when talking about stocks. Wannabes abound with quick info that anyone with a Wi-Fi connection and a device can find out for themselves. It's generic and doesn’t help anybody. Or it focuses on wannabe crypto experts who were recipients of simple dumb luck and made gains but don’t know anything about how the actual market crypto or otherwise works. On Instagram See above. What they also have in common is that they have no idea on how to reach the audience they are after. You can’t engage investors this way. What is on these platforms currently is a mish-mash of stock charts, crappy graphics (in this day and age!) and stock quotes with rap music overlaid as the soundtrack. The benchmark is low. The resources and investing industry on TikTok Check out Samso Social Outreach Package for the Mining and Investing Industry The opportunity for snaffling this mile wide gap in these areas is ripe for the taking, just like the early bird gets the juicy worms first. Without giving you the actual answers – consider these points. What are the global trends of today? What are the micro trends? Consider all aspects of life. Make a list and see where your business can make inroads. Talk about how you got started. Part of strategic thinking is curiosity and passion. What brought you to where you are today? Read the Understanding Social Media for Non Users An Overview guide and do the Do's list included in the guide and avoid the Don'ts. That way you will understand what agencies are talking about and you will have a new appreciation of the work they do. Once you have figured out the trends that your business can use, try the following out either with your business internally or by working with an agency. Marketing and digital content agencies that understand the resources and investor industries are far and few between. I would hazard a guess that Samso is the only one in Australia that can proffer this highly unique combination. Samso can assist your business and showcase your story to an extended audience. It can help take your marketing strategy further and out of the box and be one of the first businesses in your industry to do so! Telling your businesses story is at the core of what Samso is all about and delivering that information in the top mediums of today, video, and now the opportunity exists for Samso to take your company to the next level. They can help you tell the world what you want them to know but in regular, bite-size formats on multiple platforms. By taking a strategic, targeted slow burn approach, you will see how social media marketing can assist your business and extend your presence globally. Building a credible business reputation on the social media highway is imperative for your presence online. Google Prefers Samso Another perk of working with Samso is that your business will be seen by those searching the keywords associated with your industry, because Google loves the type of content that Samso creates. Even though there is more than one search engine online, Google is number 1. It's even earned a place in our pop culture vernacular with the phrase 'just Google it' as an information solution. Google loves Samso's content both video and long form writing as Google's algorithm categorises long form written content to be over 700 words as more authoritative, authentic and accurate . This is in stark contrast to the plethora of short form videos and blog content found online that only delivers a basic, surface overview of a topic. As long as the content being created consists of quality material (and Google knows when poor SEO techniques are being employed, it's kind of like Santa in that way), it will reward the website with higher ranking results. So when your business features on the Samso website in long form content video or written content its a win-win. You have heard about SEO, well now we have Video Search Engine Optimisation (VSEO) . Video is the king of content in today's world. Visual methods of information trump every other format. Still, not everybody is on board with creating it themselves or even hiring experts like Samso to collaborate with and showcase their brand. Samso shares your important company information with a multitude of viewers who are in your target audience, which is priceless. It’s their world and we just live in it It’s a consumer’s world and showing them how your business fits in today’s social climate is one of the best things you can invest in now for the future benefit of your business. Social media has overtaken the traditional forms of marketing with magazines going the way of the dodo, with only a handful of titles remaining and newsagents? What’s that? Yes, we still have the newspaper but even that is slowly being eschewed due to sustainability and the digital forms available online and the ability of Twitter to break the news in real time. What it comes down to is that our old analogue lifestyle is disappearing, and a new digital world is overtaking. Don’t get left behind. Take the leap of faith that you made when you chose to become an entrepreneur/investor and take that energy and run with it! Open up our social media overview for non-users below to understand the fundamental features of introducing it into your marketing resources. Samso Social Outreach Package for the Mining and Investing Industry Contact Us

Coffee with Samso Episode 59 with Thomas Hanly, Managing Director of Singular Health Group Limited (ASX: SHG) Medical Imaging is the process of allowing users to visualise their digital scans to better understand their prognosis. Singular Health Group Limited (ASX: SHG) allows users a better way to understand what was once only privy to the privileged intellect. What intrigued me about Singular Health is the nature in which this technology is allowing users to ¨walk¨ into their body. Understanding one´s medical prognosis used to be frustratingly complicated. Now with the help of Virtual Reality (VR), things are changing. The use of VR is by no means new as it has been widely used in gaming and several educational processes such as simulators for aviators, construction and building and the mining environment. Thomas Hanly shares with us his thoughts on the industry as the company prepares itself to complete the fund raising for the IPO which is currently open. I like the medical field as it is a sector that is inelastic. Like the childcare and aged care industry, there is an unlimited demand and requirement. The competition is intense but the playing field is spacious. I like the fact that they are focussing on the ASEAN sector instead of chasing the US market. To me, this is a good strategy as there is an unlimited uptake in private healthcare due to a lack of government assistance in this region. ASEAN are early takers of technology and the population is hungry for growth. There is a demonstration of the use of the product by Dr Alex Simonin who is a Neurosurgeon at Sir Charles Gairdner Hospital in Perth, Western Australia. As a new IPO, I think that this business has great opportunities. Like all new technology, there is some risk of non-performance but I guess that is the case for any business. The stigma of a typical cash-burn technology play is probably what comes first to mind but I think Thomas has addressed that in our Coffee with Samso. PODCAST About Singular Health Group Limited (ASX: SHG) Singular Health develops better health literacy with the ability to access, understand and use information to make decisions, and take action about health and healthcare. With the help of its core proprietary technology, the Volumetric Rendering Platform (VRP), 2D medical imagery can be converted into volumetric 3D models which can be visualised, manipulated, modified and reviewed using a standard monitor or by utilising virtual reality. As an example, the VRP can convert a standard 2D axial view of a thorax into a 3D volume rendered thorax that can be viewed and manipulated in virtual reality. The images in Figure 3 below highlight how 2D images can be stacked to provide depth and can therefore be viewed in 3D. The core value proposition of the VRP is that it: (i) allows for the real-time conversion of medical imaging data (allowing end-users to volume render 2D data, typically within 120 seconds from the time the imaging file is available); (ii) possesses in-situ processing capabilities and does not rely upon any internet connectivity and/or external code libraries or processing to convert images from 2D to 3D, which acts to both protect patient confidentiality and enable off-line usage of the technology in remote and rural locations; (iii) assists in the integration of Singular Health’s technology into the medical and education markets and workflows, any alterations, measurements, screenshots or videos (derivatives of the main scan) are saved in industry standard file formats (.obj, .stl, .json, .jpeg, .mp4). This not only makes derivative information much more transferable and viewable on traditional 2D DICOM viewers but also permits the usage of files in third party computer-aided design packages and media viewers whilst still preserving the proprietary nature of the rapid volumetric rendering; (iv) allows end-users to experience a fully-immersive viewing experience with 360° viewing and in some instances the inclusion of a 4th dimension, which is the time taken to perform a virtual surgical action and/or review 4D scans (such as functional MRIs); (v) is designed to operate using the graphics processing capabilities of high-end yet retail grade hardware, including Alienware laptops, thin-client desktops and Oculus Rift S virtual reality headsets. The combined cost of the hardware is approximately $5,000 resulting in a low capital expenditure by end-users; and (vi) can be integrated with picture archiving and communications systems within hospital and clinical environments to provide easy, industry-standard access to the medical imagery used as inputs for the software. The Directors believe that the VRP provides multiple opportunities for growth through the development of surgical visualisation and planning products, patient education products and geological and resources focused products. About Thomas Hanly Holding a Bachelor’s degree in resource and environmental economics, Thomas’ early career saw him work as an economic analyst for AgricultureNZ before moving to the United States where he obtained his Series 7 and was employed in private banking with Merrill Lynch. With a strong understanding of capital markets and an interest in technology, he was heavily involved in the early 2000s driving the development and commercialisation of a financial services start-up in the United States before returning to Australia. Prior to joining Singular Health, Thomas held a number of board positions of privately held companies in Australia and Singapore and acted as an independent consultant assisting with the funding and commercialisation of innovative technologies. Recently, Thomas provided strategic technology transfer advice for the development of new acid leach membrane technology from Monash University and helped to develop carbon tax offset strategies with Calibre Group in Perth. Disclaimer The information or opinions provided herein do not constitute investment advice, an offer or solicitation to subscribe for, purchase or sell the investment product(s) mentioned herein. It does not take into consideration, nor have any regard to your specific investment objectives, financial situation, risk profile, tax position and particular, or unique needs and constraints. Read full Disclaimer. Share to Grow If you find this article informative and useful, please help me share the information.  I try and write about topics that are interesting and have the potential to be of investment value.  It is not easy to find stories that fit those parameters. If you or your organisation see the benefit of what Samso is trying to achieve and have a need to share your journey, please contact me on noel.ong@samso.com.au . About Samso Keep us informed too! Please let us know your thoughts and send us any comments to info@samso.com.au . Remember to Subscribe to our YouTube Channel , Samso Media and our mail list to stay informed and make comments where appropriate. Other than that, you can also give us a Review on Google .

“Our need will be the real creator.” - Plato No truer words can describe the urgency felt around the globe in achieving the goal of a Net Zero society by 2030. Our climate calamities were once beleaguered, but no more. The powers wielded by the global trends of social media, evolving consumer behaviour and the arrival of COVID19 have driven the cause to the upper echelons of political power. Combined, they've created the rapid shift of acceptance coupled with the advancements of science and technology. No single industry is at fault, but our modes of transport are a critical contributor. At the top of the agenda is creating a sustainable alternative for gas that works as a bridge to net zero. Many believe that the power created via the lithium-ion battery (LIB) will belong to the suite of green energetics that our future is contingent upon. Cellforce Group, based in Tubingen, Germany, will produce the high-performing battery for Porsche and BASF. Below, I illustrate why LIBs are on the table as a future transport power solution. The case for the lithium-ion battery run electric vehicle Pros They are light, fast, efficient, and long-lasting. Battery EV (BEV) cars cost less to run and fewer maintenance costs. High performing. Conveniently charge your car at home. EV preferential parking bays available. Technology used in creating BEVs continues to be explored and developed. Battery software can make up the shortfall of chemistry tech . Progress in battery technology will allow for quicker recharge times. LIBs will last five times longer than the traditional car battery. The BEV creates less of a carbon footprint than a regular vehicle. Immediately, it’s clear to see the positive attributes BEVs possess. While the cons are few, they present serious challenges to lithium-ion batteries being a viable energy replacement. Cons The cost of an EV is mostly comprised of how much the battery costs. A new battery is expensive. Higher purchase price. Finding charge stations. Lithium ion batteries end life is still a work in progress . Charging your car takes longer than filling it up with gas. There is also a limited number of charging stations. These cons are unsatisfactory by today's standards that are set by ESG and ISO compliance for the sourcing of lithium compounds, their production and their end-life journey. Despite these cons, it didn't deter the debut of Elon Musk's Tesla BEV named after the Serbian American electrical engineer and physicist, Nikola Tesla. Renewables Most Wanted The BEV was once a niche choice in personal mobility. Musk's Tesla became an industry disruptor and was a highly sought after car for generation Z and top Youtubers being viewed as a sign of success back in 2018. Currently in the EU, the Tesla model 3 is the top seller . In 2022, Gen Z continues to prefer renewable technology over coal powered products. EU-based car manufacturers such as Volkswagen, Fiat, Renault, Peugeot and other household name car manufacturers have supplied the BEV with mainstream appeal and has since continued to increase in popularity. The European Union’s (EU) ‘Fit for 55’ program has the aim of aligning land, climate, energy, transport and tax policies to reach their goal of 55% reduced emissions by 2030. The EU has the lion’s share of the 6.8 million battery fueled electric vehicles on the road globally, so there is a vested interest in maintaining and creating further technological advancements to support them. Confidently Committed The EU is dedicated to the transition of hydrocarbon fuel to green energetics. The commitments below confirm that businesses and governments are confident and have faith in a green energy future. Car manufacturers are phasing out the Internal Combustion Engine production (ICE). EU banks and governments are no longer supporting the creation of coal projects. EU countries have stated their end dates for the sale of ICE cars which will affect 50 percent of original equipment manufacturing car sales globally by 2030 . China is another key country that has stated publicly their intentions to discontinue coal and the production of internal combustion engine cars, by 2030. 18 of 20 of the largest car manufacturers in our world have committed to increasing their EV options and the parts needed to produce them are going to explode in demand. BEVs vs ESG - The Challenges Ahead Currently, EVs are available in four models, but the battery-operated EV is the true net zero hero. How we get lithium from the earth to the car in an ESG compliant way though, is another matter. Overcoming these barriers successfully will be a first for history and the value garnered will be priceless. Mining companies need to start integrating sustainability practices in their business plans as a strategic priority. The good news is that a new generation of ASX listed mining companies are creating the modernised changes needed for a cleaner mining mindset. So, when the news breaks that a mining firm's practical plans in overcoming lithium’s ESG barriers is released, everyone’s interest is piqued . That company is European Metals Holding (ASX:EMH) . Net Positive Business - ESG Style European Metals Holding (EMH) is an ASX listed Aussie and UK developer and explorer. By using their Czech Republic located lithium-tin mine-site, Cinovec, they are defining their position as the EU’s premier green supply chain for lithium-ion batteries . From the outset, EMH is making sustainability a strategic priority for their business. Cinovec is a lithium resource that lies underground rather than as a reserve and is the largest hard rock project in the EU . This is highly appealing - part of the ESG concerns that lithium mining causes is due to the disruption to the land to access the mineral. By being underground, less invasive methods have been formed which lessen the environmental impact, selectivity is refined and the weather is kept at bay . EMH’s partnership with CEZ, the Czech Republic government-owned energy conglomerate will provide the sustainable energy resources needed to power the Cinovec site. Cinovec's successful Life Cycle Assessment (LCA) has been publicly released by EMH and it was conducted by Minviro, a UK-based globally acknowledged sustainable eco consultancy. It’s a huge credibility boost for the continued viability of EV’s run on lithium-ion batteries. Due to the promising reports coming out from the Cinovec Project it has now been slated to have the potential to be a blueprint for all other lithium-ion producers worldwide. Now that is an exciting prediction! The Cinovec Project EMH and CEZ plan to substitute the conventional methods used for raw lithium production with these green alternatives: Czech grid base. Solar powered lithium plant. Full electric mining fleet of electric vehicles and of the mine itself using electric mining equipment. Green Hydrogen - replacing regular gas with thermal energy for ore roasting. The Minviro report compared the Cinovec Project against the standards for current practice flow sheets used in the traditional mining of Chilean brine, Australian spodumene and US sedimentary clay. Current Flow Sheet Standards: Global Warming Potential (GWP) Acidification Potential Water Use Land Use The standards measured are ISO compliant and the Minviro LCA was third party assessed by expert consultants in life cycle assessment reports. EMH, Executive Chairman, Keith Coughlan commented: “We are extremely pleased that the Minviro LCA has confirmed what we have believed to be the case for a long time – Cinovec has the potential to have the lowest overall environmental impacts compared to other conventional lithium battery metals projects not only in Europe but also on a global basis. With the use of solar power and other optimisations the Cinovec Project will set a standard by which all other conventional lithium producers could be judged. We expect the environmental credentials of the Cinovec Project will help make its product valuable to end users, particularly in light of the new EU requirements in relation to greenhouse emissions. Not only does the optimised model demonstrate very low CO2 emissions, the Project also delivers excellent results with regards to acidification and water consumption. Cinovec is a historic underground mine that possesses minimal social and environmental impacts. The entire ESG credentials of the Project are very strong. In addition, we expect to shortly provide a market update covering the additional benefits of a mine backfill study and a revised PFS which updates the project economics and value of the Project.” - Source: https://www.londonstockexchange.com/news-article/EMH/cinovec-to-produce-low-carbon-lithium/15221617 EMH’s green playbook for lithium sourcing will be the blueprint that will be referred to again and again as technology develops. I look forward to their next project update to see this new world of cleaner mining evolving in real time. Are you intrigued yet? And this is just the beginning... Investing in Rechargeable Dude, where’s my charger? Not surprisingly, our lives are increasingly functioning on rechargeable tech and the demand for lithium-ion batteries continues growing. It’s found in everyday devices as a component of scooters, phones, laptops and used in the creation of other products including glass and ceramics. Green energetics is predicted to be a trillion dollar industry as reported by McKinsey. Like gold and silver, lithium is a precious metal, but it cannot be traded as a standalone product. You need to invest in the businesses that mines it . Traders have raised concerns with the potential volatility of lithium due to the increasing demands on it, but others say it’s an excellent opportunity to grab onto, as you will see as you keep reading. Electromobility - the Options Keep Coming a) On Land Iconic motorcycle company, Harley Davidson, recently announced their business decision to incorporate a new generation of bikes for Harley fans called the LiveWire utilising the rechargeable lithium-ion battery. They are merging their electric department with SPAC AEA-Bridges Impact Corp in a deal valued $1.77b and would be the first publicly traded EV motorcycle company in the US. The pivot was due to Harley Davidson staying abreast of their market changes . Traditional motorbike sales were lower, their target audience was ageing out and they saw the writing on the wall for their business. To continue to be a relevant competitor they needed to include and appeal to a new target audience who appreciate the renewable forms of transport. b) On Water The shipping industry is also beginning the transition to green energetics with a deadline of 2050. It’s the counterpart to the on-road supply chains but it’s just as prolific in its carbon emissions. If you had any doubts about the imminent death of fossil fuels, then this news should change your mind. Conclusion Life on charge. While we aren’t even halfway there yet, the reported changes afoot mentioned in this article and many others attest to the fact that our looming environment catastrophe is finally being taken seriously globally. But first we need to solve today's issues. Future Needs for ESG Compliant Lithium Mining Globally: Mitigate the ESG concerns of lithium mining. Net zero and ESG compliant end life batteries recycling. Create widely available electric vehicle charging stations. Overall costs need to be reduced and financial and regulatory support is needed. Integration of vehicle to grid. What the end result will look like is as yet unknown, but I imagine it as an ever-evolving network of green energetic options as they become available - green hydrogen, lithium-ion batteries, solar power, wind power, tidal energy and more. This network will allow us to evolve our technology options, reduce carbon emissions and reshape how we do business and live our lives. All the while keeping the very thing that borne us into existence, alive. Disclaimer The information or opinions provided herein do not constitute investment advice, an offer or solicitation to subscribe for, purchase or sell the investment product(s) mentioned herein. It does not take into consideration, nor have any regard to your specific investment objectives, financial situation, risk profile, tax position and particular, or unique needs and constraints. Read full Disclaimer.

Recharged from the IPO, Ordell Minerals Ltd (ASX: ORD)  made its debut on the ASX last Friday, showcasing a robust portfolio of exploration assets in Western Australia.   The company successfully raised a maximum of A$6 million through its initial public offering (IPO) at an issue price of 20 cents per share.  With a fully funded treasury, Ordell is set to advance its flagship asset, the Barimaia Joint Venture (JV) Gold Project in the Murchison Province, where it holds an 80% stake.   This project is considered an advanced exploration venture with significant historical drill results.   With the second day of trading closed, Ordell’s shares peaked at A$0.22, with nearly 1.7 million shares traded to date (Figure 1).  Figure 1: Ordell trading volumes (Source: ASX.com )  Genesis Minerals Reunion   Ordell acquired its 80.2% interest in Barimaia from Genesis Minerals, making Genesis a major shareholder with an 8% stake.  The company has also reunited key members of the Genesis team, including former Genesis Chair Tommy McKeith and former Managing Director Michael Fowler.  McKeith and Fowler have taken on the same roles at Ordell, alongside industry veteran Darren Gordan as a non-executive director.  Furthermore, experienced resources sector executive Graeme Smith is the company secretary.  Prime Location in a Tier-1 Mining Jurisdiction   Barimaia is located in a Tier-1 mining jurisdiction, near several gold processing plants (Figure 2)  It is adjacent to Ramelius Resources’ Mt Magnet mill, 70 kilometres from Spartan Resources’ Dalgaranga mill, and 80 kilometres from Westgold Resources’ Tuckabianna mill.   “Located in the heart of one of Western Australia’s most exciting gold districts, Barimaia lies within trucking distance of several gold processing plants, with past exploration confirming strong potential for a shallow resource,” said Managing Director Michael Fowler.  Previously, Barimaia was not systematically explored by Genesis due to its focus on assets in the Leonora region.   In addition to Barimaia, Ordell holds the Goodia Lithium Project in WA’s Kalgoorlie-Norseman lithium district and the Fisher South Gold Project in the Laverton gold district, both considered promising greenfield discoveries.  Figure 2: Barimia Locations (Source: Investor Presentation)  Forward Plan   Fresh from the ASX debut, Ordell’s immediate focus is the Barimaia Project.  The company plans to undertake systematic reverse circulation (RC) drilling along a 2.5-kilometre strike extent at Barimaia, targeting Eridanus-style discoveries (Figure 3).  Additionally, aircore drilling is planned to test for strike extensions to the known mineralisation.  Fowler stated, “Given its location right on the doorstep of Ramelius’ Mount Magnet gold project, and with strong geological similarities to Eridanus which is currently being mined by Ramelius, our plan is to systematically drill the known 2.5-kilometre strike extent at Barimaia to target Eridanus-type discoveries.”  The Goodia Lithium Project in the Kalgoorlie-Norseman lithium district and the Fisher South Gold Project in the Laverton gold district are also on the agenda for further exploration as well.  Figure 3: Ordell’s Forward Plan (Source: Investor Presentation)  Get Deeper Insights The latest and most reliable information from experienced sources, that are completely unbiased are now available through a Paid Membership. Sign up here  for a more trustworthy source of well-researched and independent information for investors.  ------- Disclaimer The information or opinions provided herein do not constitute investment advice, an offer or solicitation to subscribe for, purchase or sell the investment product(s) mentioned herein. It does not take into consideration, nor have any regard to your specific investment objectives, financial situation, risk profile, tax position and particular, or unique needs and constraints. Read full Disclaimer. ------ About Samso Samso  is a trusted platform that equips dedicated investors with up-to-date industry knowledge and insights from top CEOs and thought leaders. By staying informed on business advancements and market trends, investors can enhance their financial decisions through a combination of expert guidance and their own research. Coffee with Samso Experience

Piche Resources Limited (ASX: PR2)  celebrated its ASX listing by ringing the bell last Monday after a successful $10 million IPO.  However, shares opened on a sombre tone on July 15 at 12pm AEST at A$0.16, a 20% discount to the IPO price.  By the closing bell, around 2.2 million shares, valued at over $340,000, had changed hands, with shares only reaching a high of $0.175 and closing at $0.155.    Currently, Piche is trading steadily at A$0.16 with a market cap of A$19.70 million (Figure 1).  With its coffers full, the company is now poised to ramp up exploration of its uranium and gold projects in Western Australia and Argentina.  Figure 1: Piche Share Price Chart (Source: ASX.com )  Immediate Focus   Piche’s immediate key focus is on its Ashburton Project in Western Australia, where previous drilling in the 1980s delivered defined a target zone extending for 50km along strike and returning grades of over 1% uranium from the Angelo River Prospect.  The company’s Australian portfolio includes the Ashburton Project, Abydos Project, Beasley Creek Project, and Gascoyne Minindi Project, covering seven exploration licences.   In Argentina, Piche manages the Sierra Cuadrada Project and Cerro Chacon Project, with ten granted and 18 pending exploitation concessions prospective for uranium and gold respectively.  Australian Projects   At the outset, Piche’s Ashburton Project is situated approximately 80 kilometres southeast of Paraburdoo, in the Pilbara region of Western Australia.   Besides the identified uranium potential, previous explorations have not assessed the potential uranium mineralisation occurring below the unconformity.   The project area also features high-grade rare earth elements (REE) and gold prospects, presenting additional targets for further investigation.   Meanwhile, 130 kilometres south-southeast of Port Hedland, the company’s Abydos Project is considered prospective for volcanic-associated massive sulfide (VMS) deposits, particularly within the Kangaroo Caves Formation.   Figure 2: Projects in Western Australia (Source: Company website)  At Beasley Creek, Piche has identified noteworthy mineral occurrences which include two key gold prospects: Twin Reefs and Blue Drum.  The Gascoyne-Minindi Project is located 105 kilometres northeast of Gascoyne Junction, near the southwestern margin of the Gascoyne Complex.   This complex comprises Paleoproterozoic granitic units and meta-sedimentary units. The project represents a calcrete-hosted uranium mineral system, with previous explorations defining a substantial zone of uranium mineralisation across two prospect areas: Minindi and Minindi South. system with low grades mineralisation with thickness up to a few meters.  Historical drilling has not completely closed off the potential lateral extents of mineralisation, with potential for the identification of mineralisation extensions and additional enriched zones.  Argentinian Projects   Across the world, the company’s Sierra Cuadrada Project is situated on the northern slope of the Sierra Cuadrada deposit in the Chubut Province.  The Project highlights the presence of a prospective geological unit, encouraging exploration results, and proximity to a defined deposit for uranium.  Also in the Chubut province is the Cerro Chacon Project.  Situated in the Cajon de Ginebra and Lonco Trapial ranges in the municipal departments of Paso de Indios and Tehuelches, the project is prospective for gold and silver.   The Cerro Chacon Project consists of two mining concessions and eight mining concession applications covering a total area of 364.29 square kilometres.   These tenements are clustered along a 45 km long north south trending corridor.  Figure 3: Argentinian Projects (Source: Company website)  Leadership Team   Piche’s leadership team comprises seasoned professionals with extensive experience in the mining and exploration sectors.   John (Gus) Simpson, the Executive Chairman, has over 37 years of expertise in mineral exploration, development, and mining, including his previous role as Executive Chairman and Founder of Peninsula Energy.  Managing Director Stephen Mann is a geologist with over 40 years of experience, including 20 years in the uranium sector, and previously served as the Australian Managing Director of Orano.   Executive Director Pablo Marcet, a senior geoscientist with 38 years of experience, is currently an independent Director of Arcadium Lithium and has held directorships at Barrick Gold.  Non-Executive Director Clark Beyer, an internationally recognised nuclear industry executive with over 35 years of experience, was the Managing Director of Rio Tinto Uranium Limited and is now the principal of Global Fuel Solutions LLC.   Non-Executive Director Stanley Macdonald, a nationally recognised mining entrepreneur, has been instrumental in the success of numerous ASX-listed companies, including Giralia Resources, Northern Star, and Redhill Iron, and currently serves as a Director of Zenith Minerals.  What’s Next ?   Piche Resources anticipates prioritising exploration efforts in the near term through drilling campaigns at its key projects: Ashburton (uranium) in Western Australia, and Sierra Cuadrada (uranium) and Cerro Chacon (gold) in Argentina.  In Ashburton, Piche is getting ready to kick off a RC and diamond drilling program on uranium targets in August.  The company is finalising the completion of a heritage survey at the Ashburton project which is expected to be concluded in late July/August 2024.   In Argentina, an in-country team led by experienced country manager Fernando Rodriguez was established in Argentina.  At Sierra Cuadrada, 400 drill samples from auger holes at Sierra are currently being assayed for uranium.  Encouragingly, a total of 42 of 134 auger holes on the prospect highlighted have visual uranium.  Get Deeper Insights The latest and most reliable information from experienced sources, that are completely unbiased are now available through a Paid Membership. Sign up here  for a more trustworthy source of well-researched and independent information for investors.  ------- Disclaimer The information or opinions provided herein do not constitute investment advice, an offer or solicitation to subscribe for, purchase or sell the investment product(s) mentioned herein. It does not take into consideration, nor have any regard to your specific investment objectives, financial situation, risk profile, tax position and particular, or unique needs and constraints. Read full Disclaimer. ------ About Samso Samso  is a trusted platform that equips dedicated investors with up-to-date industry knowledge and insights from top CEOs and thought leaders. By staying informed on business advancements and market trends, investors can enhance their financial decisions through a combination of expert guidance and their own research. Coffee with Samso Experience

Coffee with Samso Episode 197 is with Sam Pazuki, Managing Director and CEO of AuMega Metals Limited (ASX: AAM) The AuMega Metals Limited (previously known as Matador Mining Limited) story has come a long way since our first conversation in April 2020. The developing story is now moving into the next phase as the 2024 field season begins. In this episode of Coffee with Samso Episode 197, Sam shares with us the philosophy of the company, the strategy for AuMega Metals and the reasoning behind the rebranding exercise. AuMega is well supported with an international miner, B2Gold Corp. as a major shareholder and that clearly shows the confidence the shareholders have in the AuMega Metals Limited story. Samso's Conclusion For those readers who have been followers of the Coffee with Samso series, it is common knowledge that I am a big fan of the AuMega story (formerly Matador Mining Limited). I have always said that the biggest value adding process for shareholders is to look for your own discovery. Promoters in this space preach that the refurbishing of projects is more cost effective but in practice this is more of a myth than a reality. The strategy by the management of AuMega is disciplined and with the stewardship of Justin Osborne (ex-Gold Road Resources) leading the technical search and the corporate influenced Sam Pazuki, I am in no doubt that the mineral exploration will prove their strategy to be fruitful. The rebranding is clearly a means of aligning the company name with its purpose for finding large economical deposits. The projects that are in the portfolio is the reason why "Mega" projects will be discovered. This is what I call a mineral province play to ensure the largest probability to discover economical deposit. As the new drilling season starts to take shape, the next phase of the results will be highly anticipated from the company's shareholders. With B2Gold as a shareholder, one has to recognised that B2Gold is not here for a slim chance of discovery. The positioning is well thought and the target company is selected for its vast portfolio. Tune in and start putting your thinking cap on and do some good old fashion DYOR. Chapters: 00:00 Start 00:20 Introduction 01:06 All About AuMega Metals Limited. 02:48 Is Cape Ray still the Main Story? 04:26 Is there more love for companies like AuMega now? 07:01 Fair valuation due to a bearish equity market. 09:37 The need for District Scale Potential. 10:57 What have been the learnings from your exploration activities? 13:37 Long term exploration programs create the value for shareholders. 15:58 Short-Term and Long-Term Prize. 18:14 Taking Risks and Exploration Success. 20:40 What is the direction for Gold ? 23:09 Why is there a disconnect between gold equities and the gold price? 25:20 What is the Exit timing for potential investors? 27:48 News Flow for AuMega Metals. 29:48 Why invest in AuMega? 30:55 Big Brother Influence for Large Deposit Discoveries. 32:36 Conclusions PODCAST About Sam Pazuki Managing Director and CEO Mr Pazuki is based in Toronto and has over 20 years of mining industry experience in senior leadership positions. He joined AuMEGA as CEO / MD after nearly ten years with previously dual-listed OceanaGold Corporation (TSX: OGC), where he led the Investor Relations and Corporate Development functions. Prior to OceanaGold, Mr Pazuki advised major mining companies, including BHP Billiton, as a management consultant within Ernst & Young’s Advisory Services practice in Toronto, and was part of a team that helped establish a Climate Change and Sustainability practice for the firm. Mr Pazuki is a member of the Professional Engineers of Ontario and has a Bachelor of Engineering Degree and a Masters of Finance. Mr Pazuki’s extensive global capital markets network and gold industry leadership expertise allows AuMEGA to leverage its current and future success as it grows the business, successfully advances its Newfoundland portfolio and expands the Company’s shareholder base in North America. About AuMega Metals Limited (ASX: AAM) AuMEGA Metals Ltd (ASX:AAM | OTCQB:MZZMF) (formally Matador Mining Limited) is an exploration company focused on making gold discoveries in Newfoundland, Canada. The Company is one of only four gold companies with a defined gold Mineral Resource, currently 610,000 ounces grading 1.96 grams per tonne. AuMEGA is well positioned with an extensive land package comprising 120-kilometres of continuous strike along the under-explored, multi-million-ounce Cape Ray Shear, a prolific gold structure in Newfoundland that currently hosts several major mineral deposits. Additionally, the Company holds 27- kilometres of continuous strike at the Hermitage prospect which is located on the highly prospective Hermitage Flexure. The Company also has an Option Agreement over the Blue Cove Copper Project in southeastern Newfoundland, which is highly prospective for copper and other base metals. AuMEGA acknowledges the financial support of the Junior Exploration Assistance Program, Department of Industry, Energy and Technology, Provincial Government of Newfoundland and Labrador, Canada. Disclaimer The information or opinions provided herein do not constitute investment advice, an offer or solicitation to subscribe for, purchase or sell the investment product(s) mentioned herein. It does not take into consideration, nor have any regard to your specific investment objectives, financial situation, risk profile, tax position and particular, or unique needs and constraints. Read full Disclaimer. Share to Grow: Your Bonus Samso has just released an eBook: How to Add Value to your Share Portfolio A lesson on geological models sought by mining companies that gives insight and an understanding of which portfolios are better - and potentially more lucrative – investments. Click here to download this eBook. If you find this article informative and useful, please help me share the information.  I try and write about topics that are interesting and have the potential to be of investment value.  It is not easy to find stories that fit those parameters. If you or your organisation see the benefit of what Samso is trying to achieve and have a need to share your journey, please contact me on noel.ong@samso.com.au. About Samso Samso ASX stories are also through the Brilliant-Online channels. Subscribe to Brilliant Investments.

One year after China imposed export controls on gallium and germanium, the global market is still feeling the effects. Gallium and germanium, vital for high-tech industries such as semiconductors and solar energy, have seen significant price increases—gallium by 25.76% and germanium by 26.77%. China's dominance in the production of these critical materials has intensified supply chain vulnerabilities, pushing Western countries, including Australia, to seek alternative sources. Australia, though not historically a major producer, is exploring the potential to extract these metals from existing mining operations. With gallium and germanium identified as critical minerals, Australia is positioning itself as a key player in reducing the West's reliance on China. However, full independence will require long-term investments in extraction technologies, government support, and recycling innovations. Read our full blog to get valuable insights for investors interested in how global supply chains are adapting to geopolitical pressures and the future of critical minerals. Sign up now. Three types of membership on Samso Insights Choose one or more: FREE : These insights  are free and available to all investors. Subscribe here  for free. PAID MEMBERSHIP : If you are a bold investor and want more, you get access to the latest and most reliable information from experienced sources that are completely unbiased starting from US$10/month. Start accessing our exclusive content to help with your investment research . PAID ARTICLES : Trustworthy source of well-researched and independent information for investors. Choose what interests you and unlock your choice of article from US$10. Disclaimer The information or opinions provided herein do not constitute investment advice, an offer or solicitation to subscribe for, purchase or sell the investment product(s) mentioned herein. It does not take into consideration, nor have any regard to your specific investment objectives, financial situation, risk profile, tax position and particular, or unique needs and constraints. Read full Disclaimer. If you find this article informative and useful, please help me share the information.  I try and write about topics that are interesting and have the potential to be of investment value.  It is not easy to find stories that fit those parameters. If you or your organisation see the benefit of what Samso is trying to achieve and have a need to share your journey, please contact me on noel.ong@samso.com.au . About Samso

Piche Resources Gears Up for ASX Listing with Ambitious Uranium and Gold Projects West Australian explorer Piche Resources is set to debut on the ASX on June 7, 2024, after raising A$9 million in a successful IPO. The company is advancing its high-potential uranium and gold projects in Western Australia and Argentina, positioning itself to capitalise on soaring commodity prices. Piche’s strategy includes fast-tracking exploration at the Ashburton uranium project and Sierra Cuadrada uranium and Cerro Chacon gold projects. Investors interested in uranium and gold exploration should keep an eye on this rising player in the mining sector. Sign up for your membership on Samso Insights on Patreon to read the full blog. Three types of membership on Samso Insights Choose one or more: FREE : These insights  are free and available to all investors. Subscribe here  for free. PAID MEMBERSHIP : If you are a bold investor and want more, you get access to the latest and most reliable information from experienced sources that are completely unbiased starting from US$10/month. Start accessing our exclusive content to help with your investment research . PAID ARTICLES : Trustworthy source of well-researched and independent information for investors. Choose what interests you and unlock your choice of article from US$10. Disclaimer The information or opinions provided herein do not constitute investment advice, an offer or solicitation to subscribe for, purchase or sell the investment product(s) mentioned herein. It does not take into consideration, nor have any regard to your specific investment objectives, financial situation, risk profile, tax position and particular, or unique needs and constraints. Read full Disclaimer. If you find this article informative and useful, please help me share the information.  I try and write about topics that are interesting and have the potential to be of investment value.  It is not easy to find stories that fit those parameters. If you or your organisation see the benefit of what Samso is trying to achieve and have a need to share your journey, please contact me on noel.ong@samso.com.au . About Samso

Newmont Corporation is positioning itself to transform the gold industry in ways similar to how Google revolutionised technology. With industry-leading reserves of 135.9 million ounces of gold and major acquisitions like Newcrest, Newmont has become the top global producer of gold and copper, operating across nine countries. The company’s integration of cutting-edge technologies like AI, automation, and blockchain is streamlining operations, increasing safety, and reducing costs—parallels to Google’s technological innovations in search engines. With a forward-thinking leadership team and a clear vision for growth, Newmont’s innovative approach could indeed make it the “Google” of the gold industry. This blog is a must-read for investors interested in how technological advancements are reshaping traditional industries and why Newmont is a standout opportunity. Sign up now to read the full blog. Three types of membership on Samso Insights Choose one or more: FREE : These insights  are free and available to all investors. Subscribe here  for free. PAID MEMBERSHIP : If you are a bold investor and want more, you get access to the latest and most reliable information from experienced sources that are completely unbiased starting from US$10/month. Start accessing our exclusive content to help with your investment research . PAID ARTICLES : Trustworthy source of well-researched and independent information for investors. Choose what interests you and unlock your choice of article from US$10. Disclaimer The information or opinions provided herein do not constitute investment advice, an offer or solicitation to subscribe for, purchase or sell the investment product(s) mentioned herein. It does not take into consideration, nor have any regard to your specific investment objectives, financial situation, risk profile, tax position and particular, or unique needs and constraints. Read full Disclaimer. If you find this article informative and useful, please help me share the information.  I try and write about topics that are interesting and have the potential to be of investment value.  It is not easy to find stories that fit those parameters. If you or your organisation see the benefit of what Samso is trying to achieve and have a need to share your journey, please contact me on noel.ong@samso.com.au . About Samso

Coffee with Samso Episode 196 is with Matt Szwedzicki, Managing Director of West Cobar Metals Limited (ASX: WC1) In my first conversation in June 2023 with West Cobar Metals Limited, I noticed the amphibolite basement for the Salazar project and asked how this could affect the mineralogy of the project. With nearly 12 months of work since that time, the benefits of the Newmont deposit are now coming to light. In this episode of Coffee with Samso, Matt Szwedzicki shares with us the potential multi-commodity aspect of the Newmont deposit. The company has come a long way in substantiating its view on the new strategy in bringing light to the Titanium and Scandium part of the flow chart. This is an unfolding story and credit goes to the management for looking at the alternative value of the Newmont project. The increasing tenure of the project means that the protection of the potential value adding process is now in safekeeping. The potential extension of the amphibolite is now for West Cobar Metals to discover and if the Scandium and Titanium strategy holds ground, the shareholder value will be very interesting. Time will tell, but at least it is up to the company to find it. Samso's Conclusion I have been fascinated with the West Cobar story as it is the only Rare Earth project that I have come across that has a amphibolite basement, or rather, one that has a non-granitic basement. This stands out even more when you know that the Esperance region does not appear to have an equivalent. When I first talked to the company, I posed the question to management, what is the significance of the amphibolite? Does it come with other commodities (at that time they had a HPA resource sitting on top of the Newmont project)? There is now a pathway for the company and it will be interesting where this leads to in terms of shareholder value. The scandium story is very interesting as I have had some experience of that sector nearly a decade ago. If you watch the video and listen to Matt when he talks about the Scandium pricing mechanism, it is a revelation. For once, we have a market that is priced so high that it needs new supply to bring the pricing down so that it can create more supply and more use. It is not a matter of lack of demand, but that the sector needs supply. When you think about what the implication will mean, the opportunity for shareholder value adding is enormous. Chapters: 00:00 Start 00:20 Introduction 01:23 Update from Matt 01:43 More ground for Salazar 01:56 An updated exploration target 02:22 Realisation that Newmont is different 02:40 The Titanium Factor 02:59 Titanium Exploration Target 03:06 Presence of HPA 03:30 Flow Sheet 04:52 Titanium Mineral Study 06:05 What about this Scandium in Salazar? 07:32 Is Newmont more of a Critical Minerals project as opposed to a Rare Earth project? 09:02 Is there enough volume for the other commodities to be economical? 10:47 What triggers should investors look for to take a position in companies like WC1? 12:55 All about Scandium 14:40 Why is Scandium exciting? 15:43 The high pricing of Scandium. 16:41 Supply bottleneck may be changing 17:50 US Defense Department looking out for Scandium 18:24 Solid oxide fuel cell use of Scandium - green fuel transition 19:13 Where will the new mines come from - reasons why Newmont is the front runner 19:46 Newmont may have a potential positive metallurgical pathway 21:17 High grade vs. normal grade of Scandium 22:48 News Flow 24:43 A Natural pivot for WC1 25:49 Last words from Matt 26:57 Conclusion PODCAST About Matt Szwedzicki Managing Director Matt Szwedzicki has over 20 years of corporate and commercial experience, having worked in senior leadership roles with a focus on M&A, corporate growth and investment strategy. Matt co-founded and is the Managing Director of Spark New Energies, an energy company with its main assets in the UK. Prior to that Matt held various executive corporate and commercial roles in the energy and resources industries. About West Cobar Metals Limited (ASX: WC1) West Cobar Metals Limited (ASX:WC1) is a minerals exploration and development company focused on rare earths and battery minerals within Australia and the US. The Salazar REE Project The Salazar Project comprises granted tenements E63/1469 and E63/1496 located on non-agricultural undeveloped state land approximately 120km north-east of the township and deep water port of Esperance (Figure 1). In terms of geological setting, it is situated in the eastern part of the Proterozoic Albany-Fraser Orogen, east of the Biranup and Fraser Zones, straddling the Heywood-Newman Shear Zone and Nornalup Zone. REE mineralisation at the Newmont deposit (E63/1496) is hosted by in-situ regolith over Proterozoic-aged basement rocks. A geological model has been proposed by Salazar Minerals whereby granites containing REE carbonates and other REE minerals are the source rocks for secondary REE mineralisation in the overlying saprolite profile. Mineralogical studies have indicated that the saprolite targets contain fine-grained secondary REE-bearing phosphates. Newmont Mineral Resource Salazar Minerals was one of the first companies to appreciate the potential for clay REE deposits in Australia. The tenements were first acquired in 2011 (granted in 2012) with the private company carrying out several aircore drilling programs to test for REE mineralisation. In total 165 aircore and RC holes for 6393m have been drilled within the tenements, leading to the discovery and delineation of the Newmont deposit. ​CSA Global ("CSA") was engaged by Salazar Minerals to estimate a Mineral Resource for the Newmont deposit in 2015. CSA estimated an Inferred Mineral Resource of 43.5Mt at 1192ppm TREO + Y2O3 (500ppm cut-off) in accordance with the JORC Code (2012). The Newmont deposit also hosts an Inferred Mineral Resource of 31.2% Al2O3 (15% Al cut-off) in accordance with the JORC Code 2012 (Table 2). The high-grade alumina within kaolin-rich zones has potential to be feedstock for production of high purity alumina. ​Lab test work demonstrates that this material shows high leach extraction and high purification grades to produce 99.99% (4N) High Purity Alumina (HPA). O’Connor Prospect The Salazar Project also includes the O’Connor prospect (E63/1469) which is located 10 kms to the south-east of the Newmont Deposit. The O’Connor Prospect has 32 vertical holes drilled for a total of 901 meters. Some of the drill intersections at O’Connor include: ​ SAC160, 19m @ 1939 ppm TREO + Y2O3 from 8m SAC161, 20m @ 2392 ppm TREO + Y2O3 from 7m SAC162, 19m @ 1350 ppm TREO + Y2O3 from 17m SAC179, 9m @ 3258 ppm TREO + Y2O3 from 14m SAC178, 10m @ 1586 ppm TREO + Y2O3 from 10m SAC188, 23m @ 1454 ppm TREO + Y2O3 from 16m SAC157, 17m @ 1186 ppm TREO + Y2O3 from 15m SAC159, 12m @ 1110 ppm TREO + Y2O3 from 8m Newmont Metallurgy & Studies Technical work on the deposit has involved reputable institutions including the CSIRO, the University of Western Australia and the University of Newcastle and mineral processing firms Nagrom and Amdel. Early metallurgical studies and characterisation testwork show the REE clays are amenable to acid leach processing Magnet rare earths (MREO) - Neodymium, Praseodymium, Dysprosium and Terbium concentrations up to 25% Heavy rare earth (HREO) concentrations up to 30% Critical rare earth (CREO) concentrations up to 37% Nevada Lithium Project The Montezuma Well and Big Smoky Valley claims are considered prospective for large-scale sedimentary-hosted lithium claystone deposits. The claims are located within the world class mining-friendly jurisdiction of the Nevada lithium district and host similar geology to known major lithium deposits in the region – including American Lithium (TLC deposit), American Battery Technology Company (Tonopah Flats deposit), Ioneer (Rhyolite Ridge deposit) and Century Lithium (Clayton Valley deposit).​ Hermit Hill Lithium Project The Hermit Hill project area is located in the Litchfield Province in the Northern Territory, roughly 100km south-southwest of Core Lithium’s Finniss Lithium Project and Lithium Plus Minerals’ Lei lithium prospect, and 30km west of Ragusa Minerals’ Tank Hill lithium discovery. The project is prospective for pegmatite-hosted lithium mineralisation. Disclaimer The information or opinions provided herein do not constitute investment advice, an offer or solicitation to subscribe for, purchase or sell the investment product(s) mentioned herein. It does not take into consideration, nor have any regard to your specific investment objectives, financial situation, risk profile, tax position and particular, or unique needs and constraints. Read full Disclaimer. Share to Grow: Your Bonus Samso has just released an eBook: How to Add Value to your Share Portfolio A lesson on geological models sought by mining companies that gives insight and an understanding of which portfolios are better - and potentially more lucrative – investments. Click here to download this eBook. If you find this article informative and useful, please help me share the information.  I try and write about topics that are interesting and have the potential to be of investment value.  It is not easy to find stories that fit those parameters. If you or your organisation see the benefit of what Samso is trying to achieve and have a need to share your journey, please contact me on noel.ong@samso.com.au. About Samso Samso ASX stories are also through the Brilliant-Online channels. Subscribe to Brilliant Investments.

Exchange-traded funds (ETFs) have gained significant traction among Australian investors in recent years. Offering a diversified portfolio of assets, ETFs are traded on stock exchanges much like individual stocks, making them an accessible and versatile investment vehicle. The ASX ETF market has over A$190 billion in funds under management (FUM) as of April 2024, a stark contrast to less than A$10 billion a decade ago (Figure 1). There are currently 341 ETFs listed on the ASX with over 2 million investors holding ETFs in their portfolio. However, like any investment, ETFs come with their own set of advantages and disadvantages, which this article will be tackling. Figure 1: Australian ETP trends (Source: ASX) Advantages of ETFs One of the primary benefits of ETFs is diversification. By investing in a single ETF, investors gain exposure to a broad range of assets, which can include stocks, bonds, or commodities. This diversification can mitigate risk, as the performance of the ETF is not tied to a single company or sector. For instance, the SPDR S&P/ASX 200 ETF (ASX: STW) provides exposure to the top 200 companies listed on the ASX (Figure 2). Figure 2: Excerpt from SPDR S&P/ASX 200 ETF Factsheet (Source: ASX) This broad exposure helps investors avoid the pitfalls of putting all their eggs in one basket, thereby spreading risk across various assets. ETFs also offer liquidity and flexibility. Since they are traded on exchanges, investors can buy and sell ETF shares throughout the trading day at market prices. This intraday trading capability allows for timely entry and exit points, which is advantageous compared to mutual funds that are priced only at the end of the trading day. This liquidity makes ETFs particularly attractive to active traders and those looking to take advantage of short-term market movements. Cost-effectiveness is another significant advantage. ETFs typically have lower management fees compared to mutual funds, making them a more cost-efficient way to diversify a portfolio. For example, the Vanguard Australian Shares Index ETF (ASX: VAS) boasts one of the lowest expense ratios in the market, making it an attractive option for cost-conscious investors (Figure 3). Figure 3: Vanguard Australian Shares Index ETF ( Source: Vanguard Website) Lower fees mean that a larger portion of an investor’s capital is working for them, potentially leading to higher returns over the long term. Transparency is also a key benefit of ETFs. The holdings of most ETFs are disclosed daily, providing investors with clear visibility into the underlying assets. This transparency allows investors to make informed decisions and better understand the risks associated with their investments. Additionally, ETFs can be a tax-efficient investment vehicle. The structure of ETFs generally results in fewer capital gains distributions compared to mutual funds, which can lead to lower tax liabilities for investors. Disadvantages of ETFs Despite their benefits, ETFs are not without drawbacks. Market risk is a significant concern, as the value of an ETF can fluctuate with the market. While diversification can reduce individual stock risk, it cannot eliminate the systemic risk inherent in the market. For example, during a market downturn, even a well-diversified ETF can experience significant losses. Investors must be prepared for the possibility of volatility and should consider their risk tolerance before investing in ETFs. Tracking errors are another potential issue. ETFs aim to replicate the performance of their underlying index, but discrepancies can occur due to various factors such as fees, management errors, or liquidity issues. These tracking errors can result in the ETF underperforming its intended benchmark. For instance, an ETF designed to track the ASX 200 index might not perfectly match the index’s performance, leading to potential discrepancies in expected returns. Additionally, while ETFs offer liquidity, they can still be affected by market conditions. During periods of high volatility or low trading volumes, the bid-ask spread for an ETF can widen, leading to higher transaction costs for investors. This scenario can be particularly pronounced in niche or sector-specific ETFs, where trading volumes may be lower. Investors should be aware of the potential for increased costs during volatile market periods and plan their trades accordingly. Complexity is another factor to consider. While ETFs are often marketed as simple investment vehicles, the reality can be more complex. Some ETFs, particularly those that use leverage or focus on specific sectors or commodities, can be difficult to understand and come with higher risks. For instance, leveraged ETFs aim to deliver multiples of the performance of the underlying index, which can lead to significant gains but also substantial losses. Investors should ensure they fully understand the structure and risks of any ETF before investing. The Australian Context For Australian investors, it is important to consider the local context when investing in ETFs. The Australian ETF market has grown significantly, with a wide range of options available that cater to different investment strategies and preferences (Figure 4). Figure 4: ETP Market Growth (Source: ASX) However, investors should be mindful of the specific risks and opportunities presented by the Australian market. One consideration is the impact of currency fluctuations. Many Australian ETFs provide exposure to international markets, which means that currency movements can affect returns. For example, an Australian investor holding an ETF that tracks the US S&P 500 index will be exposed to changes in the exchange rate between the Australian dollar and the US dollar. Currency-hedged ETFs are available to mitigate this risk, but they may come with higher costs. Regulatory considerations are also important. The Australian Securities and Investments Commission (ASIC) regulates ETFs in Australia, ensuring that they meet certain standards of transparency and investor protection. However, it is still crucial for investors to conduct their due diligence and understand the specific characteristics and risks of each ETF. Get Deeper Insights The latest and most reliable information from experienced sources, that are completely unbiased are now available through a Paid Membership. Sign up here  for a more trustworthy source of well-researched and independent information for investors.  ------- Disclaimer The information or opinions provided herein do not constitute investment advice, an offer or solicitation to subscribe for, purchase or sell the investment product(s) mentioned herein. It does not take into consideration, nor have any regard to your specific investment objectives, financial situation, risk profile, tax position and particular, or unique needs and constraints. Read full Disclaimer. ------ About Samso Samso  is a trusted platform that equips dedicated investors with up-to-date industry knowledge and insights from top CEOs and thought leaders. By staying informed on business advancements and market trends, investors can enhance their financial decisions through a combination of expert guidance and their own research. Coffee with Samso Experience

Mach7 Technologies (ASX: M7T) , a leader in medical imaging software, continues to show impressive growth and strategic refinement under the leadership of CEO Mike Lampron. The company reported a 20% increase in Annual Recurring Revenue (ARR), reflecting the success of its transition to a subscription-based revenue model, which resulted in record sales orders of A$56.9 million in FY24. With a strong cash position of A$24.8 million and no debt, Mach7 is poised for further expansion and innovation. The company's focus on cloud enablement, service supportability, and interoperability aligns with the evolving demands of modern healthcare providers. Mach7’s strategic investments in product innovation aim to enhance patient care by empowering healthcare providers with better decision-making tools. Ideal for investors interested in companies driving technological advancements in healthcare, read our full blog on Mach7’s strategic positioning and growth potential by subscribing to Samso Insights on Patreon. Three types of membership on Samso Insights Choose one or more: FREE : These insights  are free and available to all investors. Subscribe here  for free. PAID MEMBERSHIP : If you are a bold investor and want more, you get access to the latest and most reliable information from experienced sources that are completely unbiased starting from US$10/month. Start accessing our exclusive content to help with your investment research . PAID ARTICLES : Trustworthy source of well-researched and independent information for investors. Choose what interests you and unlock your choice of article from US$10. Disclaimer The information or opinions provided herein do not constitute investment advice, an offer or solicitation to subscribe for, purchase or sell the investment product(s) mentioned herein. It does not take into consideration, nor have any regard to your specific investment objectives, financial situation, risk profile, tax position and particular, or unique needs and constraints. Read full Disclaimer. If you find this article informative and useful, please help me share the information.  I try and write about topics that are interesting and have the potential to be of investment value.  It is not easy to find stories that fit those parameters. If you or your organisation see the benefit of what Samso is trying to achieve and have a need to share your journey, please contact me on noel.ong@samso.com.au . About Samso