Samso Search Results

Coffee with Samso Episode 7 with Scott Williamson, Managing Director, Blackstone Minerals Limited (ASX:BSX) In this session of Coffee with Samso, the conversation is all about Nickel and what Blackstone Minerals Limited (ASX:  BSX) are doing.  Scott Williamson who is the Managing Director of the company is sharing a coffee at Cherry and Grapes in West Perth.  Scott gives us a brief on himself and what the company is doing with their nickel project in Vietnam. PODCAST 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. www.samso.com.au 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 8 with Ed Mead, Executive Director, Artemis Resources Limited (ASX:ARV) The latest episode of Coffee with Samso brings Samso to talk with Ed Mead. Ed Mead is the Executive Director of Artemis Resources Limited (ASX:  ARV).  This conversation is about the company’s recent acquisition of the South Telfer Gold and Copper project.  The discussion focused on several topics such as, South Telfer Project Paterson Range The historical drilling results for the project The fact that infrastructure is not an issue for exploring in the Paterson Range. Exploration is all about a systematic process. The conversation was fun and brought out some myth busters about the Paterson Range. This is a shorter version of the conversation. This segment is the introduction to the South Telfer project and why Ed feels it has interesting merits. PODCAST 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. www.samso.com.au 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 9 with Richard Charlton, Electro.Aero In this episode of Coffee with Samso, the conversation is all about Electronic Propulsion.  Electro.Aero is a start-up based at the Jandakot Airport in Perth, Western Australia, by Richard Charlton and Josh Portlock.  Samso speaks to Richard Charlton about the company and what it is doing to revolutionise the light aircraft industry.  Samso was taken on a flight over the airport and experience first-hand the simplicity in an electric aircraft.  There are many aspects of this company that really should be on the list of every interested investor. When you break down what Electro.Aero means to your average investor you will understand why I use the term Google.  When you have a “start-up” that is already delivering products to the industry and is at the forefront of the electronic engine for light aircraft, you cannot ignore the fact that great things lie ahead for the company. There are a lot of advantages to being the first to market and especially when you go to the market with a product that actually works. I thoroughly enjoyed my chat with Richard and look forward to future updates. PODCAST 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. www.samso.com.au 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 10 with Mike Young In this episode of Coffee with Samso, I was delighted to have a conversation with Mike Young about the Uranium business.  I believe that this is going to be the future of clean and efficient energy.  Unfortunately, this is such a topical subject that the mention of the word “uranium” strikes abundant negative connotations to the general public.  Two major disasters in this nuclear sector have created a universal fear of the most efficient and cleanest energy source. There is no argument that there is risk involved in having nuclear energy.  However, there are risks involved in everything. There are countless disasters that have left a long term footprint on this planet that is not related to nuclear. However, that has not stopped continued activity within those sectors.  With the increasing momentum in the renewable energy sector, one should look at nuclear energy to reduce our energy costs. In this conversation, Mike Young gives Samso a great insight into what is little know about the uranium industry and what is happening around the world. PODCAST 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. www.samso.com.au 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 11 with Christian Price, CEO, Resource and Energy Group Limited (ASX: REZ) In this episode of Coffee with Samso, Christian Price, the CEO of Resource and Energy Group Limited (ASX: REZ), talks about exploration in an area that has high-grade historical results. Christian tells us about the good historical drill intercepts from the Menzies Goldfields and the high-grade Radio Mine.  In addition,  Samso and Christian talk about the potential and the market sentiment for projects at the greenfield level. PODCAST 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. www.samso.com.au 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 12 with Steve Rosewell, Mak Corp Episode 12 of Coffee with Samso is about a very important aspect of all investors, market research.  Steve Rosewell talks to Samso about the way his business Mak Corp works for all scales of investors.  When Steve talked to me about the business I was immediately intrigued as I could see how easily one can use this platform to get a lot of market information.  Most investors need to search for information to make investing decisions. The Mak Corp platform is very affordable for retail investors and the content is almost sufficient for the general enquiries. About Mak Corp The MakCorp platform was born in 2017. MakCorp provides market intelligence on all ASX & TSX/TSXV Resource companies, projects and people. MakCorp has; Over 8,000 mining, oil & gas projects Over 4,000 directors Over 20,000 Top 20 shareholders Lots of financial information And more market insights PODCAST 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. www.samso.com.au 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 14 with Vincent Algar, Managing Director Australian Vanadium Limited (ASX: AVL) The latest episode of Coffee with Samso is all about the business of Vanadium. Vincent Algar who is the Managing Director of Australian Vanadium (ASX: AVL) Limited speaks to Samso about the Vanadium market and how to look at the different types of vanadium resources. Samso and Vincent discuss several topics on what completes the Vanadium market such as what the vanadium business is all about from the supplier side and what constitutes a good deposit. We also discuss the potential of the Redox Flow Battery in regards to the future uses of vanadium. PODCAST 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. www.samso.com.au 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 15 with Davide Bosio, DJ Carmichael / Shaw Partners DJ Carmichael was founded in 1896 and has its fair share of ups and downs.  Recently it was bought by Shaw and Partners which itself had new owners earlier this year with the Swiss private bank, EFG International taking a 51% stake.  On the surface, this is may appear to be just a transaction but when you view the Patersons Securities and Canaccord Genuity partnership in June 2019 at the same time, there is a trend appearing.  The quiet nature in the way  DJ Carmichael and Shaw did the deal gives me the impression a sense of urgency to get the consolidation of the broking industry completed. Coffee with Samso sensed that there is more to learn and invited Davide Bosio to have a coffee.  I have known Davide for several years.  I have seen his progress from the early days at CK Locke which. was followed by a move to his own firm at Pareto Capital in 2008.  Finally, there was the move to drivers role at DJ Carmichael.  The times I have spoken to Davide, he has given me a great breath of fresh air in this industry in Perth. When he accepted my invitation to have coffee at Blacksmith, I was very appreciative of his time. Who is EFG International? EFG was a start-up which has grown up to a major player in the world of equities.  I view private banks more like a private fund than the typical meaning of a bank.  The operations are more akin to that of a stockbroker with access to their own stash of funding.  When their clients are positioned, they will let the other participants in the game.  This is no different to the Macquaries, the UBS, the Goldman Sachs, the Citibanks…etc According to the EFG website, these are the major milestones for the company, 1995: Establishment of the bank in Zurich by two entrepreneurs with a wealth of experience in Swiss private banking The geographical expansion follows as a result of organic growth and acquisitions 2005: Listing on the SIX Swiss Exchange 2016: Combination with BSI, one of Switzerland’s oldest banks (founded in 1873 in Lugano) that has a strong tradition of Swiss private banking and a broad international network. 2019: Acquisition of majority stake in Shaw and Partners What is interesting to me is the mention of the 2019 acquisition of Shaw and Partners.  These are major milestones and this makes me wake up.  The acquisition of Shaw must be a major drawcard.  In the early 2000s, there was the consolidation of the nickel industry and recently we are seeing the consolidation of the gold midcaps.  What we have not really seen is the consolidation of the broking industry. We all know that there is a decrease in the market participation of many broking firms since the onset of online broking.  However, this is the first time that we have seen two major transactions of this size.  My theory is that the resource market is poised to make some significant gains and the big players are taking advantage of the low valuation of broking firms to get future market share. It is a no brainer that the likes of Shaw and partners taking over DJ Carmichael will allow them a foot in the door to the “players” in town.  It is a win-win scenario as existing clients of DJs will get a much larger network of investors and the EFG funds will get a larger share of the smallcap plays.  However, one would also wonder if that is a really good thing :-). PODCAST 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. www.samso.com.au 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

Marron is the largest Australian freshwater crayfish which lives on the sandy bottoms of rivers and streams. The marron is native to Western Australia and is the third largest freshwater crayfish in the world. Marrons can grow up to 1.5kg (one mentioned up to 2kg) in weight as opposed to Yabbies which are commonly about 150g in weight. The photos below show marrons in the wild and on the plate. In Western Australia, recreational fishing for marron is popular but restricted to 4 weeks of the year. This restriction is to help maintain the stock for the future. In the 1960s and the 1970s, the recreational catch was around 150,000 tonnes: today it is 15,000 tonnes. Types of Marron There are two main types are found in WA: hairy marron (Cherax tenuimanus) and smooth marron (Cherax cainii). Smooth marrons are found in most south-west rivers and dams. They are commonly seen and caught in the wild and are the farmed aquaculture species. Hairy marrons are listed as critically endangered and only found in the upper reaches of Margaret River. (The head and sometimes tail (of larger marron) are covered in short hairs.) Marron is endemic between the Western Australian towns of Harvey and Albany. Historically, marron was stocked into farm dams and waterways from Hutt River north of Geraldton inland to the WA Goldfields and east to Esperance on the south coast. They are stocked into commercial aquaculture farms in South Australia. Marron survive well with water that is low in salinity, high in oxygen or low temperatures. They prefer to live in parts of rivers and dams where there is permanent water and plenty of suitable habitat and food, containing fallen trees and submerged leaves. Marron spawn in spring and grow in summer. They grow by moulting and it is at this stage that they become most vulnerable to predators as it is this time of hardening their inner shell where predators can get to them at ease. Juvenile marron is rare as they hide under rocks and in the forest litter on the river or dam bed. The biggest danger to a sustaining marron lifecycle is the introduced species of redfin perch and trout. Marrons eat living, dead and decaying plant and animal material found on the river and dam bed, including small invertebrates, fish eggs, fish larvae and algae. Marron Industry The Marron industry is very “cottage” industry because the growers have not been able to invest in increasing production. In my years of speaking to people in the aquaculture industry, this has been a sore point for many years. Currently, there are 60T of marron produced in Western Australia and about 10-25T from the rest of Australia. In my opinion, international markets will not be reachable for local growers until they find new investments to help them to increase production. Recently, in a meeting with an associate who was in the industry, he describes the need for funds as a necessary step to any expansion as the traditional owners are small family operators who can’t invest large sums of money into the business. Usually, marron takes 2-3 years to grow, and this can be a hindrance to increasing commercialisation. Live trade for marrons is sustainable because they can survive a long time during transit. The opportunity for innovative long-term investors is to invest some time to look at the Marron Industry in Western Australia. The south-west, here all the marron industry has an A-class infrastructure and has the best climate. It is still very unappreciated, so the land cost will not be prohibitive. In 2016, there were reports that the marrons stocks were declining due to change in climate. Falling water levels lead to extensive marron deaths. You would think that in n industry that at a guess is worth protecting, there would be sufficient means not to allow this to happen. These are the factors which would be perfect for potential investors to fix and partner with existing growers to make the industry more robust and profitable. An example of foreign investment interest is the purchase of the 289 hectares Andermel Marron Farm on Kangaroo Island for more than AUD$1.6 million in 2016. The purchaser was the investment arm of the Chinese government-backed miner, Shandong Geo-mineral. Whether the interest is on the marron or the 8-hectare boutique vineyard and cellar door selling wines under the Two Wheeler Creek label and the Marron Cafe is up for debate  :-). Source: www.abc.net.au, www.fish.wa.gov.au, www.marrongrowers.org, www.arkive.org, www.wikipedia.org 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. www.samso.com.au 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 16 with Peter Canterbury, Triton Minerals Limited (ASX: TON) Graphite is a commodity that is well known but I feel the investing market does not really understand the business and its commercial use as a commodity.  While I was at the 2019 Diggers and Dealers Conference in Kalgoorlie, I spoke to a couple of people about the commercial part of graphite.  As most investors only need to know that it’s a hot commodity and if your company has it, that is good, few people really know why. In this episode of Coffee with Samso, we speak to Peter Canterbury from Triton Minerals Limited (ASX: TON).  Triton has a graphite project in northern Mozambique.  The company has recently made an announcement that it has received funding from Qingdao Jinhui Graphite Co. Ltd.  Jinhui is one of China’s largest graphite companies with extensive mining, process and sales experience.  The Company produces natural flake graphites, expandable graphites, natural flake graphites, and other products. Who is Qingdao Jinhui Graphite Co. Ltd? (Source:  Triton Minerals) Founded in 1999, Jinhui is a privately-owned Shandong based graphite company and one of China’s biggest graphite producers with more than 600 employees. The company produces approximately 60,000mtpa of high purity and value-added graphite products that are distributed to more than 200 enterprises throughout China and exported to more than 10 countries and regions including Japan, the United States, South Korea, Europe and South-East Asia. PODCAST 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. www.samso.com.au 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 17 with Tony Cunningham and Arnaud Moret In this episode of Coffee with Samso, the conversation was all about Stocks In Play (SIP).  SIP is an app and a website. Members can get free live data, news and research and theoretical trades that will allow them to compete with other traders.  It is not about competition but collaborating with all traders to get a sense of market sentiment.  Market sentiment underpinned by the information about where are the masses going is critical for punters. In today’s online trading environment, SIP provides an independent platform where traders can come and get third party information on the market. Most importantly is the ranking trading leaderboards where members can get “tips” to follow or DYOR.  Historically, traders have been relying on Forums, but that has seen some reduction in importance.  Today, social media platforms such as Twitter, Whatsapp, Facebook and Wechat have taken a lot of gloss from the old Forum platforms. Samso speaks to Tony Cunningham and Arnaud Moret about what is happening with SIP and what is in store for the future.  We talk about the journey and the hurdles that were faced since the start of this story. PODCAST 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. www.samso.com.au 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

What is happening with the gold sector ? It was not so long ago that gold was riding high at around USD $1370 (Figure 1). Everything gold was fantastic and I could see many exploration projects attracting the eyes of investors. That was a fantastic run. I think the Australian investing (small cap exploration types…) community was getting excited and rightly so. Then gold started going the opposite direction. Trump was taking office and the jokes were getting less and less and the reality started sinking in that maybe he is not that bad…. or could he…. ? The good thing was that the consultants that I know were still telling me that they were very busy. The fact that the gold price in AUD was really not moving that much meant that many investors still felt comfortable that Australian gold producers were still doing well. However, the fickle market seem to always look at the USD gold price as sentiment. The good news is that China is a buyer and a a big buyer. I think if the market thought the iron ore project buying spree was big, I think they have not seen anything yet. I hear news on the grapevine that things have been and will be getting busy. The bad news is that they are a lot wiser now and things will not be so easily sold without proper due diligence. Where will the gold price go ? If you look at the gold price from the mid to late 1990s (Figure 2), the approximate 50% retracement is around the 1050 mark. Now the current price of 1169 is not too far. So if you are a gold punter and you are looking for a base to work from, this is a very interesting time. When the gold price was above 1200, many traders were saying that it needed to break that support to create a clear view and now that we are at these levels, many are calling for support signs above 1200 before they will call a long buy. I think this is a very interesting scenario as it was about 12 months ago that the gold price was at the level of 1060. I think as usual, the market has already prepared for something, bad or worst, I am not sure but as you can see, a lot of gold producers are now with share prices at lower values than months ago. I do see some that are going up (ASX:SLR) and to me, that could be a sign that the company is healthy or have a healthier play in place… 🙂 Dacian Gold not getting their full placement is very interesting but I am sure the quality management have that under control. Even the Michael Jordan of the industry, Northern Star Resources (ASX:NST) have taken a belting in the share price since July. As the great Warren Buffet have always said, companies do not devalue overnight so when there is a sale happening on the share price, buy happily. What does it all mean for me? It very simple. We are coming off the worst downturn that I have seen in my 25 years in this resource sector. Pricing of every commodity that is worthy of mentioning have come off its lows and some like tin have gone to as high as it was in the last 7 years. Coal has taken a run and in an article on the Australian Financial Review quoting coking coal prices at as high as $US300/tonne and thermal coal at Newcastle port at up to $US89/tonne. (http://www.afr.com/markets/how-an-administrative-oversight-in-china-sent-aussie-miners-skyrocketing-20161208-gt6w92) I have been a buyer for the last 12 months but I think there is a correction happening now.So I will go with Mr Warren Buffet. Buy wisely when the sale is on …. 🙂 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. www.samso.com.au 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