Samso Search Results

Rooster Talk Episode 6 with Andy Jiang Andy Jiang and I crossed paths about 10 years ago. I wanted to reach out to him to get his views on Tourism and the Airline industry as he has extensive experience in this sector. He was with Tourism Australia for 5 years and has since been working as a consultant within the same sector. Andy shares some great insight into what is happening now and the post-COVID-19 period. Andy Jiang is an independent consultant who enjoys developing new ideas and framing new perspectives to help businesses think differently. Prior to having his own adventure, Andy ran the China operation at Tourism Australia, responsible for growing China to become the largest inbound visitor market for Australia. Before that, Andy ran Deloitte’s China business unit in Australia, responsible for attracting strategic investments for energy, resources and agriculture projects. A Shanghai native from Texas, Andy is fluent in Mandarin, has a CFA designation, received MBA from INSEAD and loves trading foreign currency. 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 7 with Shaun Yeap, Sedap Place In this episode of Rooster Talk, I am talking to Shaun Yeap.  Shaun runs a Malaysian restaurant that is finding it tough like all of his counterparts in the food and beverage industry.  Shaun talks to us about the challenges he is facing and how he is taking action to change the strategy of his business.  He is optimistic about the path forward as he sees this as a time to innovate and create opportunities that were not present in the “old days”.  The business plan has changed and by innovating and taking on new ways as opportunities, Shaun is creating news ways to keep moving forward in a new frontier. Great conversation and it is good to see young entrepreneurs making changes to meet a new 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

Rooster Talk Episode 9 with Mike Ghasemi, Digital & Chief Analyst, Mike Ghasemi Research Mike Ghasemi operates a research business that looks at the digitalisation of industries. The application of technology to help streamline the Retail, Tourism and Hospitality industry. Mike speaks at conferences all over the world and has a vast experience on these topics, which are more relevant today than one would realise. Mike shares with me on rooster Talk his views on the Retail transformation. 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 10 with George Bauk, Managing Director, Northern Minerals Limited (ASX:NTU) The REE market has always been one that is hard to analyse. The market is complicated and the cost of getting a project to production is difficult. The implication of Chinese dominance has made market pundits aware wary of investing. This implied issue of a China Monopoly of this sector has made it difficult for many companies. Northern Minerals Limited (ASX; NTU) is one of these companies but NTU is different. They are already in a pilot production stage and the changing world market due to COVID-19 may swing favour to the company. George Bauk talks to us about what is happening with the company and the path forward. 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 11 with Rene Sterk, Director and Principal Geologist, RSC Mining & Mineral Exploration. Rene Sterk has built RSC Mining & Mineral Exploration into an international consulting practise that is highly sought after in the mineral exploration and mining space. I have known Rene since 2009 and have followed his work over the years. While building Samso, I have come and respected the way Rene has established RSC as a major consultancy business in the mineral resource industry. Hence I was very keen to get him to speak about what is happening in the industry. Something about RSC and Rene: RSC carries out resource evaluation, training and technical geology consulting throughout Africa, Asia, Europe and Oceania in a variety of geological settings and commodities. I am a Fellow and Chartered Professional with the Australian Institute of Mining & Metallurgy and a Member and Registered Professional Geologist with the Australian Institute of Geoscientists, and hold a Master’s Degree in Structural Geology and Tectonics. I established RSC in 2008, employing up to 75 technical staff around the globe, and specialise in exploration management for gold and base metals, with a strong added skill set in resource modelling, grade control, reconciliation, QA/QC and successful sampling. 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 13 with Mohamed Mughal, Founder and CEO, First Forte Consultancy Mohamed Mughal is one of my associates that I work with all over the world. Mo works in Dubai. He shares with us his thoughts on what is happening in Dubai and the investment strategies of the region. The founders of First Forte have extensive investment banking and financial market experience in the international capital markets of North America, Europe and Africa and will introduce its selected clients to a targeted group of qualified investors in Europe, the Middle East, South Africa and South Asia region which includes Sovereign Wealth Funds, Public Pension Funds, Corporate Pension Funds, Foundations, Endowments, Financial Institutions and Family Offices. 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 35 with Keith Bowes, Executive Director, Technical, Matador Mining Limited (ASX: MZZ) It’s always good to talk to a company with a trailblazing story to tell, so I was delighted to sit down with Keith Bowes of Matador Mining to hear some details behind their pioneering high-grade gold mining in Canada. Matador was the first Australian gold developer to enter the Canadian gold market following the acquisition of its Cape Ray project in 2018. Located in the south of Newfoundland, a large island east of the Canadian mainland, the Cape Ray gold project is in the Cape Ray Shear, a geological structure that extends around 400 kms. through Newfoundland and is regarded as one of the most prospective yet under-explored regions in North America. Matador consolidated the southern portion of this geological structure, with its tenure extending across approximately 65 kms. of a potential strike. Following a review of historical drilling, as well as completion of the company’s inaugural drill programme during late 2018, a JORC resource of 1.02Moz Au at an average grade of 2.2g/t was defined at the project. This resource is contained within four areas covering a total strike of around 14kms. The majority of the source is at the Central Zone, which hosts more than 800,000oz of gold at a grade of 2.6g/t Au. This Central Zone shows excellent potential for future open pit operations as well as significant underground potential. Keith Bowes, Matador’s Executive Director, Technical, is a highly- regarded mining executive with extensive experience in metallurgy, project management and operational management. Here’s some of his points from our conversation: We pride ourselves in being a high-grade open pit operation; we’re expecting our head grades to be something in the order of two, maybe 2.2 grams per tonne I don't think we're going to find one massive pit; I think we're going to find multiple big pits Even within that area we're think we're going to find some more in there as well, so very, very highly productive from a relatively small area Canada's very similar to Australia in terms of there's a very defined process that you need to go through. So long as we go through those steps and meet all the different hurdles at each of the different steps, we don't see any issues coming up with the project Watch the interview here or see the video above. For further information about Coffee with Samso and Rooster Talks visit: samso.co.au 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 13 with Lee Heng, Founder and CEO, My Blue Tea I came across www.mybluetea.com.au a couple of weeks ago.  To my surprise, there was a huge story behind this humble website.  I spoke to Lee Heng, who is one of the Founders of the business. The business is based on the Blue Butterfly Pea flower which is called Bunga Telang in Malay. As I discovered this is a great story and some great healthy products as well. 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 15 with Bryan Raebun, Vice President, Australian MiniFootball Association I met Bryan Raeburn late last year while they were promoting the 2019 Mini Football World Cup in Perth, Western Australia. This is a catch-up chat and Bryan is now looking to set up the next sporting code in Australia. The COVID-19 situation has been a very distracting event for business, however, the fact that there is no serious sporting event happening now may be good news for Bryan. The mini-football code is not new as it is well played all over the world. The fact that there have been past World Cup events is a true testament to the popularity of the event. http://www.ausminifootball.com/ Bryan Raeburn email: vicepresident@ausminifootball.com 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 16 with Ed Turner, CEO, Kingwest Resources Limited (ASX:KWR) This episode of Rooster Talk is with Ed Turner of Kingwest Resources Limited (ASX: KWR). Ed and I made a Coffee with Samso late last year and I was immediately keen to keep updated with the progress of the project. It is good to hear that they are doing well and have been getting some great results. The recent drilling results that were published by the company are very encouraging.  The results do give some more evidence that there is a potential mining scenario here in the historical Menzies Goldfields.  The positive results do indicate that continued drilling is warranted and should be encouraged. Kingwest Resources Limited (ASX: KWR) Ed is a geologist with 30 years of experience throughout Europe, South America, Africa and Australia in a range of roles encompassing base, precious and speciality metals for leading mining companies. Technical strengths include exploration, underground mining, resource estimation, feasibility studies and development level work. Ed was previously engaged as the CEO and General Manager of Exploration of Geology for Galena Mining Limited where he delineated the high-grade Abra lead-silver deposit that is shaping up to be a highly profitable mine development. 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 17 with Paola Rojas, Managing Director, Synergy Resource Capital This episode is all about the Capital markets in Australia.  Paola Rojas shares her thoughts on what is happening in the Capital Markets in Australia. I met Paola in May 2019 and we had a great conversation which prompted me to reach out to her to speak on The Rooster Talk.  Paola works in the smallcap scene and we have a lot in common. Paola shares her experience in the industry and gives some wise thoughts. A native of South America, it is interesting to get her view on what will be of the post COVID era. Synergy Resource Capital Synergy Resource Capital is an investment and corporate advisory firm focused on identifying resource and technology opportunities, mainly Australian and Latin American, and bringing together capital, ideas, and partners to unlock value. Based in Sydney, Synergy has allies locally and throughout the Americas. The firm relies on its cross-cultural acumen, extensive network and analytical capabilities to work closely with clients, partners, and investors to acquire, invest in and develop assets, as well as with companies seeking funding for expansion and growth, or divestment. Paola Rojas Paola is a resource investment specialist who combines a focus in Australia and Latin America with business development, financial and operational expertise. She has 15+ years of experience in the management of exploration mining companies, including legal, finance, project management, financial modelling, and public relations. She holds a Master of Commerce with a specialisation in Finance from UNSW, in Sydney. Additionally, she is an associate member of AusIMM (Australasian Institute of Metallurgy and Mining), FINSIA (Financial Services Institute of Australasia), and a member of the Australian Institute of Company Directors. She began her career at BHP Minerals (now BHP Billiton). She was a partner at Rojas & Asociados, Mining Consultants until 2014; the firm’s service model allowed her to become a director of subsidiaries of Canadian, American and Australian publicly listed mining companies (TSX; TSX-V; NASDAQ; ASX; NYSE) including Silver Standard Resources (now SSR Mining) and Cliffs Natural Resources. She is fluent in Spanish and English, has working proficiency in Portuguese, and intermediate knowledge of Italian, and French. 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 37 with Rick Rule, CEO, Senior Managing Director, Sprott Inc.; President & CEO, Sprott U.S. Holdings This episode of Coffee with Samso with Rick Rule is an update to my previous conversation with Rick in March which unfortunately was dogged by technical issues. I was eagerly looking forward to speaking with him again, as there had been many changes in the intervening four weeks and I wanted to hear Rick’s opinions on them. Rick Rule began his career in the securities business in 1974 and has been principally involved in natural resource security investments ever since. He’s a leading resource investor specialising in mining, energy, water utilities, forest products and agriculture, and has originated and participated in hundreds of debt and equity transactions with private, pre-public and public companies. Rick is also the Founder of Global Resource Investments, President and CEO of Sprott U.S. Holdings, Inc. and a member of the Sprott Inc. Board of Directors. He’s a frequent speaker at industry conferences and has been interviewed for numerous radio, television, print and online media outlets concerning natural resource investment and industry topics. He’s also frequently quoted by prominent natural resource-oriented newsletters and advisories. Some highlights of Rick’s views were: We believe this decline in sales will lead to decline in margins and will lead to a decline in the ability to service debt at all levels of society. But for right now the market is very bullish, very buoyant and we expect precious metals markets, while volatile, will also continue to be buoyant There's plenty of liquidity in the market now and I’m afraid that investors that don't have a credit background are confusing liquidity that is cash in the system with solvency; and those are actually very different words There are no certainties in life, I've learned that after 67 years, but there are probabilities and the probability is that the policy response to an economic slowdown will be continued quantitative easing, which is to say counterfeiting, continued low or in fact negative real interest rates, and a continued deterioration of central government balance sheets I'm concerned about the fact that a lot of the valuation that occurred in the tech sector, like in the mineral exploration sector, was highly speculative and if we have a circumstance where a business is growing very rapidly but on low margins, the idea that it’s capital intensive, that it requires cheap capital and its margins are under pressure really scares me Because the ethos in Australia is more geared towards making money and also because of this wonderful combination of a low and declining Australian dollar in the face of rapidly increasing gold prices in Australian dollars, there’s wonderful combination hard to screw it up, even I couldn't screw it Watch the interview here or see the video above. For further information about Coffee with Samso and Rooster Talks visit: samso.co.au 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