Rooster Talk Episode 8 with Tony Cunningham, Director & Founder, CPS Capital In this episode of Rooster Talk, we are talking about COMPLII with Tony Cunningham. Tony is the founder of CPS Capital which is a stockbroking firm based in Perth, Australia. He is also the founder of Stocks In Play. Tony and I have known each other since the mid-1980s and it was a great conversation about what COMPLII is about and how this is changing the way brokers in the stock market are raising funds. The efficiency and the speed of the process are what COMPLII is all about. 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 39 with James E Marsh, Andromeda Metals Limited (ASX: ADN) The much anticipated Pre-Feasibility Study (PFS) for Andromeda Metals Limited (ASX: ADN) is finally published. James Marsh (Managing Director) talks to us about what is in the study and what it means to the company. Andromeda Metals Limited (ASX: ADN) Andromeda Metals Limited is an Australian Securities Exchange-listed company (ADN) with a focus on developing the Carey’s Well halloysite-kaolin deposit in South Australia The company has built a highly prospective exploration portfolio of projects covering 5,374 sq km within 19 exploration licences located in South Australia, Queensland and Western Australia. Andromeda Metals (previously Adelaide Resources) was incorporated on 23 December 1993 and subsequently listed on the ASX on 11 September 1996. The Company’s head office is in Adelaide, South Australia. Andromeda Metals’ vision is to be a sustainable industrial minerals producer of high-quality halloysite-kaolin and high purity alumina material and thus providing shareholders with a sustainable financial return on their investment in the Company. James E Marsh BSc (Hons), MAusIMM James Marsh is an industrial chemist and holds tertiary qualifications in chemistry and physics. He has extensive experience across a wide range of industrial minerals spanning a 25 year period, including senior technical and marketing roles with two global market leaders. He previously worked for 7 years as Business Development Manager for Active Minerals Australia, part of the Active Minerals International group, a worldwide leader in the production and marketing of kaolin and gel quality attapulgite clay minerals. Mr Marsh has been instrumental in developing and launching industrial minerals products into established and new applications globally and has a successful track record in general management and sales. The market has been anticipating this PFS for a while and the recent share price movement prior to the release was in anticipation of something extraordinary. However, the decrease in share price after the release of the PFS is in no indication of the quality of the PFS. My thoughts are that the decreasing share price is due to market trading rather than a reflection of poor results from the PFS. In this chat, James highlights all the major points that reflect that the company’s path forward is well and truly on track and according to plan. What viewers should take away from this Coffee with Samso is that the potential upside of Andromeda Metals is just about to be realised and shareholders should realise that James is fully invested in this story. My conclusion has not changed since our first Coffee with Samso late last year. This company has a product that is not easily found in a combination of quality and delivery. The two most important part of the project, that being quality of resource and logistic to market, is well covered and is under controlled. The PFS, at an early stage, is showing that the playability of the project is on the right path. Remember to subscribe to the Samso Media channel as well and click on the Like button as well. Feel free to leave any comments below. 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

Coffee with Samso Episode 41 with Scott Williamson, Managing Director of Blackstone Minerals Limited (ASX: BSX) This latest Coffee with Samso has Scott Williamson, Managing Director of Blackstone Minerals Limited (ASX: BSX), giving us an update on what has been happening with their flagship Ta Khoa Nickel Sulphide project in Vietnam. I have been watching the progress over the last 6 months and Scott has been busy getting a strategic partnership secured with EcoPro. EcoPro is a South Korea – based company engage in the battery and environment material business. EcoPro manufacture cathode active materials and precursors for Lithium-ion batteries. The partnership with EcoPro will secure the future of the project in delivering an end-user to the process of mining and delivering nickel to the EV industry. Blackstone Minerals Limited (ASX: BSX) is a company that is listed on the Australian Stock Exchange (ASX) which is exploring and mining nickel sulphide. The company has projects in Australia, Vietnam, and Canada. The Ta Khoa Nickel Project - Vietnam The Ta Khoa Nickel-PGE Project is located 160 km west of Hanoi in the Son La Province of Vietnam and includes an existing modern nickel mine built to Australian standards, which is currently under care and maintenance. The Ban Phuc nickel mine successfully operated as a mechanised underground nickel mine from 2013 to 2016. Previous project owners invested more than US$136m in the capital and generated US$213m in revenue during a 3.5-year period of falling nickel prices. The project was placed into care and maintenance in mid-2016 during some of the lowest nickel prices in the past 10 years. Existing infrastructure associated with the project includes an internationally-designed 450 ktpa processing plant connected to local hydro grid power with a fully-permitted tailings facility and a modern 250-person camp. My interest in Blackstone Minerals stems from the fact that investors seeking a position in the nickel sector should put BSX on their watchlist. The reason is that you are looking at a company that has a nickel mining operation that has an almost completed web of operation structures to mine and process nickel. The mine is located within the economic hub of South Korea, Japan, China and Vietnam/Indochina. This region will be the future of all Electrical Vehicle manufacturing in the coming future. Having an operational mine within the backyard of end-users will be advantageous. In the Coffee with Samso, we get to hear about the progress of the project and what path lay ahead in the coming months. Conclusions My thoughts after the conversation are that patience is the key as the end result will undoubtedly be bright. The demand and the certain shortage of supply will be the impetus of a rising nickel price. This will mean that the patient and astute investors will no doubt be smiling in time. Remember to subscribe to the Samso Media channel as well and click on the Like button as well. Feel free to leave any comments below. For further information about Coffee with Samso and Rooster, Talks visit: www.samso.com.au or contact noel.ong@samso.com.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 22 In this episode of Rooster Talk, I spoke with Mohamed Mughal (Mo), Founder & Chief Executive Officer of First Forte Consultancy about what is happening in the Middle East in regards to investments. Mo is based in Dubai and he tells us that the Gulf states are open for business. Apparently, the investing appetite is getting large and they are looking abroad to place their funds. Equity capital is looking at Gold and REE predominantly seeking near production or strategic projects. IT across all industries are doing well and the funding out of this Gulf states are gearing up to potentially help Australia decouple from Chinese capital funding. First Forte is based in Dubai with representation in London and Asia. First Forte offers a boutique professional service and is committed to delivering comprehensive consultancy advice by leveraging our experienced senior professionals' knowledge and long-standing business relationships within North America, Europe, Asia, Australia; and the GCC (Bahrain, Kuwait, Oman, Qatar, Saudi Arabia and the UAE). 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. If you have any questions, please contact me at noel.ong@samso.com.au PODCAST About Mohamed Mughal Mohamed Mughal (Mo) is the Founder & Chief Executive Officer at First Forte Consultancy. Mo has spent 17 years in the financial industry and covered the Middle East for more than 8 years. His product coverage has ranged from Investment Banking, Asset Management, Brokerage, FX, Derivatives and Credit & Rates. 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

May 2020 was kind of a D-Day for the glove making sector. The KLSE (Kuala Lumpur Stock Exchange), where the world's largest producers congregate, had one of those light bulb moments where investors pulled into all the glove makers. The run was exceptional as you can see in Figure 1. Figure 1. Share price charts for the biggest four glove manufacturers in the KLSE. (source: Investing.com ) The glove sector has been doing exceptionally well in the last decade but this May, it took a turn for the stratosphere. If anyone ever doubts the seriousness of COVID-19 , think again. Speaking to punters from Malaysia, the run was short of spectacular. Just so that readers get an appreciation of the run, these companies are not your penny stocks, they are companies with a market capitalisation in the billions. Figure 3, taken from a research note by CGSCIMB on 15th July, gives a good summary of the nature of these companies. As you can see from the charts, those investors were making up to 10 baggers depending on when you got on the train. Supermax Corporation Berhad (SUPM) was the best performer with punters getting in at RM1-RM2 and its now RM17.70 on Friday (17th July 2020). This is also after the sector correcting up to 10%. The price is now higher than before the correction. When you compare that to the previous Research Note by the same company on June 23rd 2020, the number has changed significantly. Remember that we are talking about a one month difference. Hartalega Holdings added USD4B to its market capitalisation, and Top Glove Corporation has added nearly USD5B to its value. Where do we think this demand is coming from? It is obvious that COVID-19 is a major cause of this run, aided by the global uncertainty of when this will come to an end. There is a school of thought that this will become a virus that the world has to live with for a long time. If this is the case, Figure 5 below will not end the way it is drawn. Year-on-year growth of 10% for the next three years may actually be severely underestimated. As you can see in Figure 5, the previous virus incidents created spikes but they were followed with a decline in growth however, the general curve is one that is rising. When you look at what happened in the past with SARS, MERS , H1N1 and EBOLA, the world did not stop. The world did not stop in unison with any veracity. The next three-year projection in Figure 5 is theoretical in nature hence if you look at what the virus is doing around the world, one would have to re-evaluate the potential growth of these companies. Robustness of the Sector In the week beginning 13th July 2020, the heavyweights of the glove industry in Malaysia took hiding of 5% to 8%. A total of USD2B was wiped out collectively. This would be a big number except that these giants of glove-making have made 100s of percentage growth and significantly more billions in growth. Companies like Supermax have not only recovered but also increased their share price from the previous high. Whatever the sceptics may want to say, investors are voting with their money and supporting these companies every discount they get. Even Top Glove, who had a detention notice from the US Customs at the end of the week, could do no wrong. Time will tell how Top Glove gets over this bump on the road but what is wrong for Top Glove will only mean a supply shortage. And a shortage in supply will be great news for the rest of the sector. For those that understand the concept of inelastic demand , this sector is the king of that economic term. Buyers of gloves are telling me that they are paying 50% deposits and every new order is being met with a new higher price. Who would not want a business like this? Secret Component of the Glove Sector Nitrile gloves which are the higher value of the gloves are made from synthetic materials. No need for rubber trees. The main component is Nitrile Butadiene Rubber (NBR). NBR is a copolymer . A copolymer is a polymer that is made from several species of monomer . NBR is made by a process of copolymerization which binds butadiene and acrylonitrile . Acrylonitrile enhances the chemical resistance, while butadiene creates flexibility and tear resistance of nitrile gloves. Looking at Figure 6, I believe that the glove makers are enjoying a healthy margin. I read an article that the price of NBR was supposed to go up in 2019. As you can see, that was not the case and the combination of a steep decline in raw material cost and a rising selling price is a recipe for many happy investors. The greatest asset these nitrile glove manufacturers have is that their raw materials are synthetic. Hence, that means they are grown in a "lab" and there is little motivation to be costly, at this stage anyway. Is this a COVID-19 boom story? There is no doubt that the onset of COVID-19 has been a catalyst. However, the "rubber gloves" industry has been doing well for a long time. Many investors forget that the use of gloves has been increasing and not just in the medical sector. The increasing number of industries using gloves have been increasing as well. It is also noted that the use of PPE (Personal Protective Equipment) has been increasing as well, especially in the use of masks. What is interesting in all this rush for better hygiene is that the average person in the ASX (Australian Stock Exchange) does not even know which company is getting rewarded for the market demand. Most investors don't even know how to get a part of this journey. When you look at the share price charts in Figure 1, there is no doubt that the magnitude of COVID-19 is a major catalyst for the demand. What punters will need to decide is how long is this "New World" going to be finished. Will this be a permanent New World Order? If so, will the demand for PPEs such as gloves be ongoing? Conclusion For Malaysian investors, the glove-making industry is well known. Malaysian companies have been in this industry for a very long time. My understanding of this industry, by comparison, is still very fresh. However, looking at numerous research reports and talking to industry experts over the last few months have definitely opened my eyes and ears to what makes this sector click. When I looked over the charts in Figure 1, I was amazed and disturbed that there has been so much growth in such a short time. The word "Bubble" comes to mind. This is even more enhanced when I looked at the charts closer at the previous bullish trends over the last eight years. Figure 7 and Figure 8 show this journey and you can see the ups and downs over time and then the high lift in May this year. This period is not related to SARS nor H1N1. The sharp drop looks like it was dividend paid. The Financial Report dated March 2014 seems to indicate that its dividend paid. If this geologist has read the report correctly, this makes for interesting thoughts. The two charts showing a run and paying dividends has put my fears aside about the "Bubble". This was all during so-called "normal" trading situations. The COVID situation has stopped the world and this is by no means a "normal" situation. Hence the large rise could be argued to be "normal". What will power this further will be dependent on how long this "New World Order" takes to settle. In my opinion, I believe that the world we live in from here onwards will look nothing like what was pre-COVID. COVID-19 and the potential next COVID-19 will mean that the expectancy of hygiene will be reflected in the increase and sustained use of basic PPE. We are not going to walk around in "sperm suits" but I think the wider use, and the wide common availability of masks and gloves will be here to stay. As for glove manufacturers, the continued money-making habits are not going away anytime soon. 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

As the EV race hots up, an aspiring nickel producer prepares to take on the mantle of being the next nickel sulphide producer. BSX share price has risen significantly over the last couple of months, so what has changed? Samso talks to Scott Williamson, Managing Director of Blackstone Minerals Limited (ASX: BSX) about its aspiration to produce nickel with its Ta Khoa Nickel project in Vietnam. The company is based in Perth, Western Australia. The Ta Khoa Nickel-Copper-PGE Project is located 160 km west of Hanoi in the Son La Province of Vietnam and includes an existing modern nickel mine built to Australian standards, which is currently under care and maintenance. The Ban Phuc nickel mine successfully operated as a mechanised underground nickel mine from 2013 to 2016. Previous project owners invested more than US$136m in capital and generated US$213m in revenue during a 3.5-year period of falling nickel prices. The project was placed into care and maintenance in mid-2016 during some of the lowest nickel prices in the past 10 years. Existing infrastructure associated with the project includes an internationally-designed 450 ktpa processing plant connected to local hydro grid power with a fully-permitted tailings facility and a modern 250-person camp. Since commencing maiden drilling in August 2019, Blackstone has made significant progress at Ta Khoa, drilling over 9,000 m of diamond core in more than 47 holes into the Ban Phuc DSS deposit and the highly prospective King Cobra discovery zone. An initial scoping study evaluating mining and processing options is well advanced, including potential in-country downstream processing to deliver high-value nickel sulfate into Asia’s rapidly expanding electric vehicle (EV) industry. The recently announced MOU with Asia’s largest and the world’s second-largest EV battery cathode manufacturer, Ecopro BM Co Limited represents a significant step toward making this a reality. Scott Williamson is the Managing Director and this Rooster Talk is to chat over what Blackstone has been doing since our last Coffee with Samso. The share price has risen significantly over the last couple of months and I wanted to know what has changed. Scott shares with us the recent drilling activities and results from the last campaign. We also touched on the sentiment of the current capital market and the medium to long term predictions of the nickel price. I was interested to know what Scott thinks about how the changing world events will impact the strategy and plans of Blackstone Minerals. Listen to this podcast to find out more About Scott Williamson Experienced Managing Director with a demonstrated history of working in the mining & metals industry. Skilled in Open Pit & Underground Mining, Corporate Finance, Investor Relations and Project Planning. A strong business development professional with equity capital markets experience graduated from West Australian School of Mines and Curtin University of Technology. Scott holds a WA First Class Mine Manager’s Certificate and is a member of the Australasian Institute of Mining and Metallurgy. Disclaimer The information or opinions provided herein do not constitute investment advice, an offer or solicitation to subscribe for, purchase or sell the investment product(s) mentioned herein. It does not take into consideration, nor have any regard to your specific investment objectives, financial situation, risk profile, tax position and particular, or unique needs and constraints. Read full Disclaimer. Share to Grow If you find this article informative and useful, please help me share the information.  I try and write about topics that are interesting and have the potential to be of investment value.  It is not easy to find stories that fit those parameters. If you or your organisation see the benefit of what Samso is trying to achieve and have a need to share your journey, please contact me on noel.ong@samso.com.au. About Samso

Rooster Talk Episode 24 Summary Hot Chili Limited (ASX: HCH) has a cluster of copper-gold porphyry deposits in Chile. The company has been in Chile since 2010 and is not a copper producer. In this Rooster Talk Episode 24, Christian Easterday, Managing Director, reveals the latest metallurgical results released by the company. Recent developments Hot Chili has partnered with a company that is owned by the Chilean Government- ENAMI. The partnership will allow 120,000 tonnes per annum of ore to be mined and process at its Productora deposit. The main asset of the company is Cortadora and its adjacent projects, San Antonio and Productora. Christian Easterday, Managing Director, shares with us about the latest metallurgical results released by the company. The outcome of the test has shown that the trio of projects, Productora, Cortadera and San Antonio can be treated as one ore type. This means that the processing of the ore can be done in one facility which will allow the savings in treating the ore. The next phase of the company will be the release of the JORC resource which should cement Hot Chili as a viable copper producer with a Tier 1 project. The fact that Hot Chili is not a major miner and is holding a project in the first quartile of best projects in the world is significant. The sequence of events that will take the company to a major producer with a Tier 1 project will slowly unveil itself over the coming months. Investors should take time to do research and take stock of what could happen if all the events were to come true. Listen to this podcast to find out more. About Christian Easterday Mr. Easterday is a geologist with over 20 years experience in the mineral exploration and mining industry. He holds an honours degree in geology from the University of Western Australia, a masters degree in Mineral Economics from Curtin University of Technology and a masters degree in Business Administration from Curtin’s Graduate School of Business. Mr. Easterday has held several senior positions and exploration management roles with top-tier gold companies including Placer Dome, Hill 50 Gold and Harmony Gold, specialising in structural geology, resource development and mineral economic valuation. For the past eight years, Mr. Easterday has been involved in various aspects of project negotiation. This work has involved negotiations and valuations covering gold, copper, uranium, iron ore, nickel, and tantalum resource projects in Australia and overseas. Mr Easterday is a member of The Australian Institute of Geoscientists. Disclaimer The information or opinions provided herein do not constitute investment advice, an offer or solicitation to subscribe for, purchase or sell the investment product(s) mentioned herein. It does not take into consideration, nor have any regard to your specific investment objectives, financial situation, risk profile, tax position and particular, or unique needs and constraints. Read full Disclaimer. Share to Grow If you find this article informative and useful, please help me share the information.  I try and write about topics that are interesting and have the potential to be of investment value.  It is not easy to find stories that fit those parameters. If you or your organisation see the benefit of what Samso is trying to achieve and have a need to share your journey, please contact me on noel.ong@samso.com.au. About Samso

Rooster Talk Episode 28: A Margaret River Series Ed Turner, CEO, Kingwest Resources Limited redirects focus on developing the highly prospective Menzies Gold Project Recent results on the drilling are shaping the Menzies Project into a real winner for shareholders. Ed Turner shares the significance of the recent drilling and how the gold resources have doubled since they took on the project. The recent capital raising and the selling of non-core assets have really boosted the bank balance. This allows the company to take on further drilling and make the mining of the resource a reality. Watch this Rooster Talk with Ed Turner below. About Kingwest Resources Limited and its Menzies Gold Project Kingwest Resources Limited (“Kingwest”) is a mining and exploration company focused primarily on gold exploration in the Eastern Gold Fields Region of Western Australia. It will aggressively explore for and extract gold in a mix of advanced, intermediate, and greenfield projects within this highly prospective district. With a new team on board and new projects, Kingwest is redirecting its focus on developing the highly prospective Menzies Gold Project. The Menzies Gold Project contains some of the highest-grade historic production in the Eastern Goldfields with the five underground mines producing between 16g/t and 32g/t Au over their respective life of mine for a total of 650,000 oz @ 22.5g/t. The last underground mining ceased in 1943 and there has been limited drilling beneath the historic workings since then. Open Pit mining during the 1990s before the collapse of the gold price in 1999 also produced 145,000 oz at a high-grade average of 2.6g/t Au. A relatively shallow resource comprising 2.42Mt at 2.2g/t Au for 171,300 oz (using 1g/t cut off) has been estimated in recent years however the best future economic potential is in targeting the high-grade mineralisation that remains open at depth beneath every deposit. Ed has been a constant participant on Coffee with Samso and Rooster Talk and I felt that it is a good time to get some updates on Kingwest. Recent results on the drilling are shaping the Menzies Project into a real winner for shareholders. Listen to the podcast below as Ed shares the significance of the recent drilling and how the gold resources have doubled since they took on the project. The recent capital raising and the selling of non-core assets have really boosted the bank balance allowing the company to take on further drilling and making mining of the resource a reality. Podcast About Ed Turner BSc (Hons), MAusIMM 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. Tune in for more Menzies Goldfields updates The recent M&A activity within the Eastern Goldfield gold producers is proof that if you cannot find more resources, you just buy them. Really, play video below to find out more. Ed Turner from Kingwest Resources Limited (ASX: KWR), returns to talk about the progress of the company at the Menzies Gold Mining District. Kingwest's recent drilling has increased the gold resources and confirmed extensions to the existing orebodies raising capital of AUD3.5M. COVID-19 has not affected Kingwest's fieldwork and Ed announced high grade of gold deposits. Disclaimer The information or opinions provided herein do not constitute investment advice, an offer or solicitation to subscribe for, purchase or sell the investment product(s) mentioned herein. It does not take into consideration, nor have any regard to your specific investment objectives, financial situation, risk profile, tax position and particular, or unique needs and constraints. Read full Disclaimer. Share this Rooster Talk 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 Samso. About Samso

Rooster Talk Episode 26: A Margaret River Series August 2020 Featuring Scott Williamson of Blackstone Minerals Limited (ASX:BSX) Scott Williamson Managing Director of Blackstone Minerals Limited (Blackstone) tells us how things are going in Vietnam. I have been a fan of the Ta Khoa Nickel Copper PGE project from the start and the share price is also telling us that the market has the same thoughts. Blackstone is all about having a great project, fantastic exploration results and management delivering shareholders great value. Blackstone will deliver the only green nickel project that Elon Musk is asking from the market. The market is now slowly finding it out for themselves. About Blackstone Minerals Limited Blackstone Minerals Limited (ASX: BSX) is developing the district scale Ta Khoa Project in Northern Vietnam where the company is drilling out the large-scale Ban Phuc Nickel-PGE deposit. The Ta Khoa Nickel-PGE Project has existing modern mine infrastructure built to International Standards including a 450ktpa processing plant and permitted mine facilities. Blackstone also owns a large landholding at the Gold Bridge project within the BC porphyry belt in British Columbia, Canada with large scale drill targets prospective for high-grade gold-cobalt-copper mineralisation. In Australia, Blackstone is exploring for nickel and gold in the Eastern Goldfields and gold in the Pilbara region of Western Australia. Blackstone has a board and management team with a proven track record of mineral discovery and corporate success. Podcast About Scott Williamson Experienced Managing Director with a demonstrated history of working in the mining & metals industry. Skilled in Open Pit & Underground Mining, Corporate Finance, Investor Relations and Project Planning. A strong business development professional with equity capital markets experience graduated from West Australian School of Mines and Curtin University of Technology. Scott holds a WA First Class Mine Manager’s Certificate and is a member of the Australasian Institute of Mining and Metallurgy. Disclaimer The information or opinions provided herein do not constitute investment advice, an offer or solicitation to subscribe for, purchase or sell the investment product(s) mentioned herein. It does not take into consideration, nor have any regard to your specific investment objectives, financial situation, risk profile, tax position and particular, or unique needs and constraints. Read full Disclaimer. Share this Rooster Talk 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 Samso. About Samso

Rooster Talk Episode 27: A Margaret River Series August 2020 James Marsh, Managing Director of Andromeda Metals Limited (AXS:ADN) James tells us about the plans for the company as they move into mining. The appointment of a marketing company to establish binding contracts is a great sign that Andromeda is making the right moves to establishing itself as a world-class Kaolin mining company. We go on to talk about the logistical aspects of shipping and how they intend to maximise margins while minimising the costs. Tune in to Rooster Talk 27 below with James Marsh. Andromeda has been one of my favourite stories. It is such a simple business and it has very minimal CAPEX. These Coffee With Samso interviews with James Marsh will give you a good idea of what this business is all about. Coffee with Samso - Episode 027 The myth and facts about the Halloysite and Kaolinite Industry. Coffee with Samso - Episode 031 The mining of Kaolinite with Andromeda Metals Ltd (ASX: ADN) About Andromeda Metals Limited Andromeda Metals Limited is an emerging industrial minerals company listed on the Australian Securities Exchange (ASX: ADN) with a vision of becoming the world's leading supplier of high-grade halloysite-kaolin. The Company's current focus is on bringing the Carey's Well halloysite-kaolin deposit into production in order to generate immediate cash flows to grow the business and reward shareholders through the payment of dividends. Halloysite is a naturally occurring but rare 'tubular shaped' derivative of kaolin which has a variety of industrial uses. The company has built a highly prospective exploration portfolio of projects covering 5,374 sq km within 19 exploration licences located in South Australia, Queensland and Western Australia. Andromeda Metals (previously Adelaide Resources) was incorporated on 23 December 1993 and subsequently listed on the ASX on 11 September 1996. The Company’s head office is in Adelaide, South Australia. Andromeda Metals’ vision is to be a sustainable industrial minerals producer of high-quality halloysite-kaolin and high purity alumina material and thus providing shareholders with a sustainable financial return on their investment in the Company. Company Information (as at 30 June 2020) Ordinary Shares on Issue 1,532,863,256 Cash Balance $2.999 million Number of shareholders 4,989 12 month trading 1.9 to 8.2 cents Market capitalisation $78.18 million Podcast About James E Marsh BSc (Hons), MAusIMM James Marsh is an industrial chemist and holds tertiary qualifications in chemistry and physics. He has extensive experience across a wide range of industrial minerals spanning a 25 year period, including senior technical and marketing roles with two global market leaders. He previously worked for 7 years as Business Development Manager for Active Minerals Australia, part of the Active Minerals International group, a worldwide leader in the production and marketing of kaolin and gel quality attapulgite clay minerals. Mr. Marsh has been instrumental in developing and launching industrial minerals products into established and new applications globally and has a successful track record in general management and sales. Here is the official statement on Samso's previous interviews with James Marsh. Disclaimer The information or opinions provided herein do not constitute investment advice, an offer or solicitation to subscribe for, purchase or sell the investment product(s) mentioned herein. It does not take into consideration, nor have any regard to your specific investment objectives, financial situation, risk profile, tax position and particular, or unique needs and constraints. Read full Disclaimer. Share this Rooster Talk 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 Samso. About Samso

Rooster Talk Episode 30: A Margaret River Series August 2020 Mineral Exploration More Buoyant than Before Mineral Exploration is alive and well today as the equity markets have not been this buoyant since the 1980s. There have been segments where certain commodities would be hot but I have not seen anything like this on all levels of market capitalisations for a long time. This is why I am excited to talk to Ralph Winter, Commercial Director of Moho Resources Limited (ASX: MOH). The methodological way in which the company is going about exploring the East Samson project gives some good indication that they know what they are doing, in regards to their exploration. Exploration is a long term play and it is exciting times for MOH. If Moho Resources Limited can get some early production and become self-funding, it would be one of the few minnows in this sector that have achieved that goal. About Moho Resources Limited Moho Resources Limited (ASX: MOH) is a gold exploration company with projects in Western Australia and Queensland, Australia. They have three projects, Empress Springs in Queensland, Burracopin and Silver Swan North in Western Australia. Silver Swan North The Silver Swan North project is located about 50km northeast of the regional mining centre of Kalgoorlie in Western Australia. The project covers approximately km² and encompasses X granted tenements within the Kalgoorlie terrane. Moho believes that the Silver Swan North project area is considerably underexplored and highly prospective for gold and nickel mineralization. Moho will focus on shear hosted and porphyry related gold mineralization and identifying komatiite-hosted nickel sulphide deposits. The Silver Swan North project sits on the eastern flank of the Kanowna/Scotia dome within the Boorara domain. The regional Mount Monger-Moriarty fault runs through the middle of the project area, which effectively straddles two major tectonic domains, the Kurnalpi terrane to the east, and the Kalgoorlie terrane to the west. Burracoppin The Burracoppin project is located within the Southwest terrane, the southwestern element of the Archean aged Yilgarn Craton in Western Australia. The project tenements consist of five granted exploration licenses and two exploration licenses under application covering approximately 480km². The Burracoppin project is located close to two regional shears and in particular on the aero-magnetic well defined north-south regional shear which is also associated with Tampia gold mine mineralization to the south. The operating Edna May mine is located approximately 22km east of the Burracoppin project area, in the Westonia Greenstone Belt. Empress Springs The Empress Springs Project is located 50 km to the south of the town of Croydon and comprises thirteen adjacent exploration permits with a total area of 2,889 km². The project is located about 25km due south of the town of Croydon and 700km west-northwest of Townsville in North Queensland. The Croydon Goldfield, which extends from north of the town, contained over 300 gold occurrences with historical production estimated at 1.2Moz of Au. The Empress Springs project is a joint venture with IGO Limited (IGO). Moho considers Empress Springs has the potential to host large Tier 1 gold deposits due to the presence of the intersection of significant interpreted structures within the tenements, some of which penetrate down to the earth’s mantle and are potential fluid flow paths and traps for mineralization, mafic dyke swarms reflecting major melting episodes, and coherent gold, antimony and bismuth anomalies coincident with the regional structures and gravity anomalies. PODCAST About Ralph Winter Ralph Winter specialises in corporate affairs and finance, marketing and promotion and business development in both exploration and development companies. Ralph was involved in the listing of Trafford Resources Limited, Ironclad Mining Limited, Robust Resources Limited, Mineral Products. Ralph is also currently a Director of Breast Cancer Care WA and Owner of Australian Remote Assistance. Disclaimer The information or opinions provided herein do not constitute investment advice, an offer or solicitation to subscribe for, purchase or sell the investment product(s) mentioned herein. It does not take into consideration, nor have any regard to your specific investment objectives, financial situation, risk profile, tax position and particular, or unique needs and constraints. Read full Disclaimer. Share this Rooster Talk 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 Samso. About Samso

Rooster Talk Episode 31: A Margaret River Series August 2020 Gold in Canada Canadian geology is one of the most endowed places in the world. It is the "harsh" environment that is making discoveries fewer. I like the North American geology and the potential of finding those double-digit million-ounce deposits which are common in that part of the world. This Rooster Talk with Rob Longley, the Managing Director of Ardiden Limited (ASX: ADV) is about the progress of the company's Pickel Lake Gold Deposit. When discoveries happen, they seem to be big and sustained. What Ardiden has is one of the many "belts" that require systematic drilling and lots of patience. Rob explains the challenges and the potential of being patient and allowing the capital to be deployed to uncover what may become a great gold deposit. About Ardiden Limited Ardiden Limited (ASX: ADV) is an ASX-listed exploration company focused on building a compelling gold resource at its 100%-owned Pickle Lake Gold Project in one of Canada’s most prolific gold mining districts in Northwest Ontario, Canada. The project consists of over 664km2 of highly prospective landholding across three Deposits, Kasagiminnis (Kas), Dorothy and Dobie Gold Deposit. Ardiden has a maiden Inferred 110,000oz high-grade gold resource (790,000t @ 4.3g/t Au) at the Kasagiminnis Gold Deposit and in May 2020 defined an exploration target of 500,000oz to 1.2Moz @ 3.9 – 6.6g/t Au. The Deposit represents only a small section (600m) of a continuous 120km strike length at the flagship Pickle Lake Gold Project. During 2020, Ardiden aims to build on this Resource at Kasagiminnis with definition drilling as well as applying modern exploration techniques to unlock value at its highly prospective numerous prospects, identified in June 2020 through the interpretation of various geological and geophysical data sets. The initial exploration of these targets has been very encouraging. Ontario is a tier-one mining jurisdiction and produced 2.5Moz gold in 2018, nearly half of Canada’s total annual gold production. The Province hosts 18 active gold mining projects. Ardiden also has 100% ownership of the Seymour Lake Lithium Project in Ontario, where it is seeking a partner or alliance to draw value from the project, as well as other lithium interests in Ontario including the Root Lake and Wisa Lake Lithium Projects. PODCAST About Rob Longley Managing Director and Chief Executive Officer Geologist with extensive experience in global resources across gold, nickel, cobalt, lithium and iron ore sectors. His experience includes Managing Director of Helios Gold Limited and before that was General Manager Geology for Sundance Resources in Africa from 2007 to 2015. Rob has an impressive track record of successfully managing and executing exploration programs in difficult and remote locations and delivering progressive results and Mineral Resources to bring shareholder value and underpin the development of mineral projects. Rob is well-respected in the industry for his professional integrity, his resource growth achievements and commercial leadership. Disclaimer The information or opinions provided herein do not constitute investment advice, an offer or solicitation to subscribe for, purchase or sell the investment product(s) mentioned herein. It does not take into consideration, nor have any regard to your specific investment objectives, financial situation, risk profile, tax position and particular, or unique needs and constraints. Read full Disclaimer. Share this Rooster Talk 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 Samso. About Samso