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Coffee with Samso Episode 29 with Ed Turner, CEO, Kingwest Resources Limited (ASX: KWR) High-grade gold mining is relatively uncommon in today’s era of “raging” gold prices, but it’s an interesting aspect of the gold mining industry that merits closer examination. In this respect, Kingwest Resources Limited (ASX: KWR) is in an enviable position, with its portfolio of projects in a highly-respected region of historical high-grade mining that has perceived potential of more resources waiting to be found. When KWR listed late last year I looked into their projects and realised I’d forgotten about the flurry of work in Menzies back in the 1980s and 1990s. Not much was discovered then, but I remember a swag of companies working in the Menzies area. So, I wanted to talk to KWR’s Chief Executive Officer Ed Turner for an update on KWR’s drilling programme in Menzies. Key points made by Ed in our conversation include: Following last year’s successful drilling a further AUS$3.5 million has been raised to fund a bigger drilling programme this year Recently-acquired archival data shows exciting prospects in historic workings Savvy investors are looking for good high-grade gold companies to invest in With the state of the gold price it’s time to advance projects and get them into production 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 31 with James Marsh, Managing Director, Andromeda Metals Limited (ASX:ADN) This interview with James Marsh of Andromeda Metals Limited was important to me, because I consider Andromeda to be a unique beast in the mining jungle. It’s one of the very few companies that can confidently claim to be close to mining, despite using processes I’ve always considered simple. My opinion’s based on experience of working in the corporate mining sector over the past 15 years and becoming frustrated with the mentality of companies who mine deposits without feasibility studies or proper drill-out phases. They do this to satisfy investors by getting rewards as quickly as possible, but in all cases I know it’s ended in tears. In Andromeda’s case the timeframe is similar, though not as complicated as a typical mineral project. There’s an element of just digging up and sending it on the back of a truck – proper due diligence is there, but it really is almost that simple. James Marsh was able to shed light on Andromeda’s process and detail the company’s activities in the coming months. Highlights include: We’re switching from dry to wet process, which can give a massive boost to numbers The whole world is a potential market for us, we have interest from Europe, Asia and the Middle East We meet with the government regularly and they’re very happy with what we’re doing We have a government-funded project to research Halloysite use in high pressurised storage systems for hydrogen transport, a potentially huge market 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 32 with Christian Easterday, Managing Director of Hot Chili Limited (ASX: HCH) The land of giant porphyry deposits is one that is hard to visualise when you have not worked in that particular style of geology.  Most Australian geologist will never work in that environment.  However, I will not be surprised to be challenged for stating that as I have only worked in two states of Australia.  Porphyry Copper-Gold deposits are frequently found in the Andes of South America, especially in Chile.  Christian Easterday, the Managing Director of Hot Chili Limited (ASX: HCH), has been working in that area for over ten years and this is why the company potentially has one of the largest porphyry deposits discovered in recent times. A classic David and Goliath story of a small-cap company, on the Australian Stock Exchange (ASX) with a market capitalisation of AUD$40M, with a project that respectfully should be developed by a Tier 1 company with a market capitalisation of billions.  The discovery last year of a massive intercept of 622m of 0.6% copper and 0.2g/t gold is testament to what this project should become in future. The repetition of such great mineralisation drill results supports the excitement that Christian portrays in the conversation that lasted for over 48 minutes.  Watch how Christian dissects the journey of the company and what is in store for a more significant 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

The commodity market is in a quandary at the moment. What I mean is that there is no doubt that there is going to be a shortage of metals on the market soon.  The lack of supply is well documented, and there is no shortage of news professing all sort of theories.  However, commodity pricing is not setting any all-time highs.  You would think that if there were going to be a shortage in metals or even a prediction that there would be a shortage, you would see signs of a resurgence. Yes, the price has moved up over the period, but investors are not jumping up and down.  Fear is still in the market.  Even with a known shortage of metals and a rising price, investors are sensing FEAR. Lithium and Cobalt pricing has taken a beating and is still not showing any signs of a resurgence.  The darlings of the resource industry have taken a backward step as the world adjusts to the falling demand out of China.  The Chinese economy is dealing with a financial issue that has stemmed from their over-eagerness to generate a GDP worthy of a gladiator.  In that journey, a shadow banking industry developed, and it has since blown up.  A bubble that is a Chinese economy size is not an easy thing to fix, and I am sure this shadow banking bubble is more significant than many GDPs put together. The fear of what may come in a decreasing consumption level is driving a market into a fear syndrome and most people sitting on the fence.  Take Palladium,  it is now worth more than gold, but try raising some funds to explore for the metal.  The demand for iron-ore is also showing some signs of slowing. I cannot see demand increasing for commodities which would reflect a lowering of pricing shortly. However, the charts show a cautious to a complex scenario. Nickel History of Nickel (Source:  Wikipedia) Use of nickel (as a natural meteoric nickel-iron alloy) has been traced as far back as 3500 BCE. Nickel was first isolated and classified as a chemical element in 1751 by Axel Fredrik Cronstedt, who initially mistook the ore for a copper mineral, in the cobalt mines of Los, Hälsingland, Sweden. The element’s name comes from a mischievous sprite of German miner mythology, Nickel (similar to Old Nick), who personified the fact that copper-nickel ores resisted refinement into copper. An economically important source of nickel is the iron ore limonite, which often contains 1–2% nickel. Nickel’s other essential ore minerals include pentlandite and a mixture of Ni-rich natural silicates known as garnierite. Major production sites include the Sudbury region in Canada (which is thought to be of meteoric origin), New Caledonia in the Pacific, and Norilsk in Russia. Nickel Pricing There is no secret that the investing world has been telling everyone that there is going to be a nickel supply issue very soon. I have been a nickel, copper and zinc bull for the last two years.  Looking a the 5-year price above and the LME stock levels will hopefully give readers a clear view of the shortage scenario.  There is a clear correlation in a decreasing or an increasing nickel price with a corresponding increasing or decreasing supply.  If this were a reasonable demand and supply Economics 101 world, you would be excused for saying – what is the big deal? Its just market equilibrium. I would agree too, but with the onset of an expected rush for lithium batteries for EVs, there will be a supply crunch. This is mainly due to the miners holding off on producing as they await a more stable nickel price. This is probably a smart move considering the last price crunch would have hurt a lot of them. The other issue that readers need to understand is that reopening mines is not like reopening a cafe.  And some of the economics of these mines are very thin so if the integrity of the spreadsheets may be entirely dependent on a consistent and efficient system. Opening and shutting the operations could tilt the balance so much that the system cannot be recreated economically. Speaking to some of the nickel producers in Perth, they tell me that consistent pricing in the USD7,000 per Ib or USD15,000 (currently USD13,000+)  per tonne is where they feel comfortable.  Some of the mines are now taking steps in anticipation of the price rise and gone ahead with re-opening the mines they closed. Copper History of Copper (Source:  Wikipedia) Copper is a chemical element with symbol Cu (from Latin: cuprum) and atomic number 29. It is a soft, malleable, and ductile metal with very high thermal and electrical conductivity. A freshly exposed surface of pure copper has a pinkish-orange colour. Copper is used as a conductor of heat and electricity and as a building material.  Copper is also used as a constituent of various metal alloys, such as sterling silver used in jewellery, cupronickel used to make marine hardware and coins, and constantan used in strain gauges and thermocouples for temperature measurement. Copper is one of the few metals that can occur in nature in a directly usable metallic form (native metals). This led to very early human use in several regions, from c. 8000 BC. Thousands of years later, it was the first metal to be smelted from sulfide ores, c. 5000 BC, the first metal to be cast into shape in a mould, c. 4000 BC and the first metal to be purposefully alloyed with another metal, tin, to create bronze, c. 3500 BC. In the Roman era, copper was principally mined on Cyprus, the origin of the name of the metal, from aes сyprium (metal of Cyprus), later corrupted to сuprum (Latin), from which the words derived, copper (Old English) and copper, first used around 1530.[5] Copper Pricing When you look at the copper pricing and its LME stock levels, you see the same patterns as that of Nickel.  Copper is usually the barometric indicator of the economy.  If copper goes up, things are going well.  The beginning of 2016 was effectively the bottom of the commodity slide, and the bounce ran for three years.  At the same time, Gold was hovering around the USD1050 mark.  It was at a point where many pundits thought it was going to break the USD1000 mark. Typically, people look at the worst case scenario, but when you look at it logically, at that time, no mines would be able to produce gold at sub USD1,000 mark for an extended period.  If the price of gold had gone down that low, production would have ceased.  And what happens when you do that, the price goes up. I feel that this is the case with Nickel and Copper. The two metals are like the main components of our civilisation.  Looking at the LME stock levels, you can see the sharp drop in supply with the price around the pre-2016 timing.  When you looked at the stock level dropping in 2018,  you noticed that the price is going the other way.  The price reacted much faster than the supply change, and this is consistent with the reversal in pricing in 2016. Zinc History of Zinc Zinc is a chemical element with symbol Zn and atomic number 30. It is the first element in group 12 of the periodic table. In some respects zinc is chemically similar to magnesium: both elements exhibit only one normal oxidation state (+2), and the Zn2+ and Mg2+ ions are of similar size. Zinc is the 24th most abundant element in Earth’s crust and has five stable isotopes. The most common zinc ore is sphalerite (zinc blende), a zinc sulfide mineral. The most massive workable lodes are in Australia, Asia, and the United States. Zinc is refined by froth flotation of the ore, roasting, and final extraction using electricity (electrowinning). The element was probably named by the alchemist Paracelsus after the German word Zinke (prong, tooth). German chemist Andreas Sigismund Marggraf is credited with discovering pure metallic zinc in 1746. Work by Luigi Galvani and Alessandro Volta uncovered the electrochemical properties of zinc by 1800. Corrosion-resistant zinc plating of iron (hot-dip galvanizing) is the primary application for zinc. Zinc is an essential mineral, including prenatal and postnatal development.[9] Zinc deficiency affects about two billion people in the developing world and is associated with many diseases.[10] In children, deficiency causes growth retardation, delayed sexual maturation, infection susceptibility, and diarrhoea.  Enzymes with a zinc atom in the reactive centre are widespread in biochemistry, such as alcohol dehydrogenase in humans. Zinc Pricing Zinc has a very interesting chart history.  For those people who have read my previous blogs ( Zinc Market- What happened to the price surge?  and 7 Interesting Zinc Companies on the ASX ) on zinc will know that I am a big bull on this commodity.  Like all the commodities, it rose from the ashes in 2016 and has continued the run.  Currently, like its other commodity cousins, the price has taken a rest recently, but it has also started to move again. What is the most glaring is the steady reduction in stock since 2014?  You will find lots of commentary about how this commodity is going to be the darling of the market, but you will not find too many companies succeeding with mining zinc comfortably. The relentless slide in supply is not seen in Nickel nor Copper.  But you will see it in aluminium which I will discuss below.  This relentless slide in stock levels is due to the combination of a lack of investment in exploration and a lack of profitable deposits to mine.  When I did my research on the previous articles on zinc,  I struggled to identify the decent projects, and those that look decent appear to be lacking in the strike length which I assume will lead to a deposit that cannot be mined profitably. Aluminium History of Aluminium Aluminium or aluminum is a chemical element with symbol Al and atomic number 13. It is a silvery-white, soft, nonmagnetic and ductile metal in the boron group. By mass, aluminium makes up about 8% of the Earth’s crust; it is the third most abundant element after oxygen and silicon and the most abundant metal in the crust, though it is less common in the mantle below. The chief ore of aluminium is bauxite. Aluminium metal is so chemically reactive that native specimens are rare and limited to extreme reducing environments. Instead, it is found combined in over 270 different minerals. Aluminium is remarkable for its low density and its ability to resist corrosion through the phenomenon of passivation. Aluminium and its alloys are vital to the aerospace industry[8] and important in transportation and building industries, such as building facades and window frames. The oxides and sulfates are the most useful compounds of aluminium. The history of aluminium has been shaped by the usage of alum. The first written record of alum, made by the Greek historian Herodotus, dates back to the 5th century BCE. The ancients are known to have used alum as dyeing mordant and for city defence. After the Crusades, alum, an indispensable good in the European fabric industry, was a subject of international commerce; it was imported to Europe from the eastern Mediterranean until the mid-15th century. The nature of alum remained unknown. Around 1530, Swiss physician Paracelsus suggested alum was a salt of earth of alum.[51] In 1595, a German doctor and chemist Andreas Libavius experimentally confirmed this; In 1722, German chemist Friedrich Hoffmann announced his belief that the base of alum was distinct earth. In 1754, German chemist Andreas Sigismund Marggraf synthesized alumina by boiling clay in sulfuric acid and subsequently adding potash. Attempts to produce aluminium metal date back to 1760. The first successful attempt, however, was completed in 1824 by Danish physicist and chemist Hans Christian Ørsted. He reacted anhydrous aluminium chloride with potassium amalgam, yielding a lump of metal looking similar to tin. He presented his results and demonstrated a sample of the new metal in 1825 Pricing of Aluminium I think Aluminium is one of the most exciting commodity. I know I have stated that I like nickel and copper, but aluminium to me is the most significant part of EVs.  What is this considerable part, you may ask?  Aluminium is light, and EVs need to be light.  For it to go far with the battery, it cannot be carrying too much weight.  Like zinc, I have previously written two blogs on bauxite, and this is why I see the excitement. To understand what I am talking about, have a read of  Bauxite – The next commodity rush? And The Best Small-Cap Bauxite Companies on the ASX – Canyon Resources Limited (ASX: CAY) and Metro Mining Limited (ASX: MMI). The bauxite industry and hence the alumina industry took a beating a while back, and I don’t think that the supply team has been able to catch up.  As mentioned in my previous blogs, the bauxite industry is not as prevalent as other commodities. It is a tight market.  This means that there is a deficit game in catching up with demand.  When you start taking into consideration that the EVs will boost the need for more metal, that is just not a good thing. Conclusion In conclusion, as readers can see from the charts, the negative news in regards to the resource industry is not consistent with what we see in the price and stock charts.  All the technicals tell a situation where supply is low, and the price has to be rising.  Why is the market negative?  I believe that it is the FEAR factor.  The fear if the unknown and what is this big Chinese Panda bear is going to do. Market sentiment tells us that the recent biggest consumer of commodities may appear to be in hibernation, but I think the bear is too big not to eat over winter.  The Chinese government will not simply shut consumption.  It needs to stimulate the industry. It needs to stimulate investments that will drive the GDP or at least keep it turning over. Exploration funding is very hard to find, and pre-production or brownfield project funding are getting very expensive. Production funding, on the other hand, is getting cheaper as they are now the best bet in the game. Those companies that I have mentioned in my other blogs will do well if they find what they are looking for with whatever funding they have received.  This shortage of metals and is not going to go away very soon.  I think the next boom that many people talked about post-2016 is just getting some legs. I remembered in 2016 when I told many people that the bottom is near or at least the worst is over, and I was proven correct.  I sense that we are in a similar place with all the same parameters in play, just at a different price level.  The same signs are appearing, lack of funding, everyone is negative, China is slowing down, and consumption is not coming.  I heard that in 2000 and 2016. 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 30 with Thomas Reddicliffe, GeoCrystal Limited In this episode I talk to diamond industry veteran Thomas Reddicliffe of GeoCrystal Limited, who currently works on the Webb Diamond Project. I was keen to interview Thomas because diamonds and diamond exploration have been missing from geological conversations for many years, although in that time there have been many good diamond discoveries. In fact, I have to go back as far as the mid-1990s to recall when diamond exploration was openly discussed. The current investment environment seems to be good for diamonds and Thomas was the ideal industry insider to ask about this. Webb Diamond Project is one of the most exciting diamond explorations of recent times, giving enough vectors to a potential source of diamond-bearing Kimberlites. However, although drilling has confirmed the presence of Kimberlites, the prize of these diamond-bearing Kimberlites is still elusive. Thomas didn’t disappoint in his information-filled conversation, with great insights into the ins and outs of diamond exploration. Key points of his interview include: A northern section of the Webb field contains “a tantalising spread” of microdiamonds, the best indicator of diamonds GeoCrystal has invested more than AUS$4 million so far in the project and would benefit from additional investment Many targets remain to be tested in the Webb field, which has ideal geology and mineral chemistry for diamonds, and optimism is high for discovery In fact, Thomas gave me so much information it was difficult to edit it all – so this is a longer-than-usual interview. I hope you find it an interesting object lesson in diamond exploration and its investment potential. 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

Rooster Talk Episode 1 The first episode of Rooster Talk is all about the Ta Khao Nickel project in Vietnam. We speak to Scott Williamson about the current state of affairs and how the company is dealing with the current situation facing the industry. It is a short conversation but this is a great way of keeping the news flow circulating. Rooster Talk is a new product that Samso and Samso Media are adding to the different tools for Investor engagement. In a time like the current COVID 19 pandemic, life in the business world needs to be supported. The idea behind this is to keep supporting the mineral industry and keep the flow of information out in the general public. Everyone is doing it tough. A short chat to industry leaders about what they are doing and what their story is about. Let’s support each other and get to that light at the end of the tunnel ASAP. This is not another way to make money, this is all complimentary for the industry.  Hoping to get support and keep news flow happening. 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

Originally posted on Smart Money Gains The Cannabis industry is rapidly expanding and is growing at a compound annual growth rate of over 30%. The cannabis market is driven by various factors such as the growing medicinal application of cannabis and the increasing legalization around the world. This space is constantly evolving and it offers tremendous opportunities for investors. Investing in early-stage companies has the potential to yield many multiples of capital invested. The World’s first Cannabis ETF Purchasing an ETF that includes a broad selection of cannabis stocks has proved to be an effective way to diversify. The HMMJ Index is designed to provide exposure to the performance of a basket of North American publicly listed life sciences companies with significant business in the Cannabis industry. HMMJ is the World’s First Cannabis ETF and has close to $1 Billion in assets. The fund managers analyze many factors when making a selection and only select companies that meet a strict criteria. This ETF does quarterly rebalance to ensure the composition of fund reflects the changing leadership and drivers of growth within the industry. The most recent announcement on the North American Marijuana Index shows that WRLD.U is included.  This means that this company’s stock should see increased interest as well as buying. About WRLD.U ICC International Cannabis, through its subsidiaries, has operating assets and is developing a platform for cultivation, extraction, formulation and distribution across the globe. The company deployed a growth by acquisition strategy over the last year and has been able to expand its operations to 16 licences, spanning 12 countries and four continents. ICC International Cannabis recently closed on $45M financing in order to develop their new assets and begin production of cannabis across more jurisdictions. WRLD.U has a 750,000-kilo cannabis production capacity and they are planning on capitalizing on the growing European medical Cannabis demand shipping their products through their network of 39,100 pharmacies. The company is close to completing a very significant transaction with Wayland Group that will make International Cannabis the company with the most impressive European foothold. Equipped with experienced cross-functional teams, healthy treasuries, and the most robust licence and asset portfolio in the industry, WRLD.U shows significant promise. Bottom Line It is certainly becoming evident that smart money is slowly pouring into this stock. ICC International Cannabis is developing into a leading international cannabis player. WRLD.U is undervalued at current levels and investors are presented with an opportunity to buy shares at a discount. HMMJ has added 1.79M shares to their position according to their latest filings. Once the WRLD.U and WAYL deal closes and an additional 300M shares are issued the company’s company’s cap will move materially higher. Therefore we expect another big bump to the number of shares the ETF will hold in its next quarterly rebalance in June. Front running the fund before the next rebalance is a good strategy for enterprising investors that want to build a position in this promising company. 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

Rooster Talk Episode 2 In this episode of Rooster Talk, we talk to Simon Mitchell from Southern Gold Limited (ASX: SAU).  Simon tells us about what is happening in their strategy and shares his thoughts on keeping engaged and preparing for the recovery.  The recent raising of AUD4M is a great success story in the current financial environment. Rooster Talk is a new product that Samso and Samso Media are adding to the different tools for Investor engagement. In a time like the current COVID 19 pandemic, life in the business world needs to be supported. The idea behind this is to keep supporting the mineral industry and keep the flow of information out in the general public. Everyone is doing it tough. A short chat to industry leaders about what they are doing and what their story is about. Let’s support each other and get to that light at the end of the tunnel ASAP. This is not another way to make money, this is all complimentary for the industry.  Hoping to get support and keep news flow happening. 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

Rooster Talk Episode 3 with Vincent Algar, Australian Vanadium Limited (ASX: AVL) This episode has Samso talking to Vincent Algar about how his company is managing through these tough times.  Vincent reassures the investing community that things are progressing with caution but it is progressing. 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

Rooster Talk Episode 4 with Ivy Chen, Principal Consultant, CSA Global In this session of Rooster Talk, I am talking to Ivy Chen who is the Principal Consultant in CSA Global. Ivy comes with a wealth of knowledge in this industry and has worked for a good time with the Australian Securities & Investments Commission (ASIC). Ivy and I have had many conversations over the years about the whole issue or corporate compliance and continuous disclosure of companies in the ASX. I have found her to be a person with very practical advice to the complicated and important issue within the ASX listing rules. This is a very candid and informative conversation which was great fun. 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 34 with Rick Rule, CEO, Senior Managing Director, Sprott Inc.; President & CEO, Sprott U.S. Holdings This was a highly-anticipated session - I was eager to sit down with renowned industry commentator Rick Rule to sound him out on gold, equities and gold exploration. Unfortunately, circumstances meant we couldn’t meet, but I’m very grateful to Rick for allowing us to talk over Zoom. I was interested to know his views on Australian gold exploration projects and what part small-cap companies play in Sprott Management Investment strategies. Rick has dedicated his long and focused career to many aspects of natural resources securities investing and leads a highly-skilled team of earth science and finance professionals with a worldwide reputation for resources investment management. Sprott U.S. Holdings Inc. is a holding company made up of three separate and distinct companies: Sprott Global Resource Investment; Sprott Asset Management USA Inc.; and Resource Capital Investment Corporation, that make up the U.S. Subsidiaries of Sprott Inc. They’re active in securities brokerage, segregated account money management and investment partnership management involving both equity and debt instruments, across the entire spectrum of the natural resources industry, with expertise in sectors including agriculture, alternative energy, forestry, oil and gas, mining and water. Rick is a frequent speaker at industry conferences; often interviewed for radio, television, print and online media outlets concerning natural resources investment and industry topics; and frequently quoted by prominent natural resources-oriented newsletters and advisories. He’s also particularly active in private placement markets, having originated and participated in hundreds of debt and equity transactions with private, pre-public and public companies. Rick’s insights included: We absolutely love green fields projects, it’s really a question of who the people are My experience has been that small mines have all the risks of big mines, but small mines could never make you big money What I like about uranium is that it’s still essential and has to go up if there’s going to be electricity in the developed world Making money in renewable energy involves a very cynical sense of public perception Watch the interview here or see the video above. 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

Rooster Talk Episode 5 with Paul Werndly, Medical Naturopath In this session of Rooster Talk, Samso is talking to Paul Werndly about how to help ourselves while we are dealing with COVID-19.  A view from a Medical Naturopath on understanding the issues and what we can do while we are doing Social Distancing. We are hoping to do this as a weekly segment.  Let us all try our best to be healthy while doing the right thing in self-isolating. 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