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- Venture Minerals Limited - Getting Closer to the Julimar look-alike.
Rooster Talk Episode 62 is all about why Chalice Mining Limited (ASX: CHN) chose those targets. Venture Minerals Limited (ASX:VMS) has just received some interesting news on their Thor JV with Chalice Mining. The Thor JV has been one of the company's assets with an active exploration program. It is an important part of the portfolio of assets which is worked by Chalice Mining. We have had a Coffee with Samso that was dedicated to that topic (Julimar's Twin Brother - The Thor Project - Venture Minerals Limited (ASX: VMS) - Episode 83) as there is a lot of interest riding on what Chalice is doing in the project. To me, the recent announcement that was published on 13th July has something that is very interesting. The area that they have identified is at a place where I thought was a jog or an area where some extension may have happened. This is fairly observant from the magnetic image where this distinct bend is. This is a very early stage target and I am not saying that there is an X on the ground to discover. What is nice to see is the coincidence with the geophysics. The subtle nature of the wording in the announcement is not consistent with my observation. What I mean is that if they did not find anything geochemically at that spot, I would have been disappointed. I encourage viewers to watch and listen to Andrew Radonjic, Managing Director of Venture Minerals, as today´s conversation has some good points for investors to consider with the "tough" times currently on the market. Chapters 00:00 Start 00:20 Introduction 01:01 Andrew updates. 02:55 The Two Targets. 07:26 Maybe Chalice has found the sweet spot. 12:05 The Western Yilgarn margin. 14:16 Factors that create mineral exploration discoveries. 19:48 Market and Exploration Expectations. 20:36 Other Venture projects. 24:24 The need to understand market sentiment and mineral exploration. 26:40 The need for investors to play the patience game. 27:37 Andrew´s last words. 29:05 Conclusions PODCAST About Andrew Radonjic Qualifications: BAppSc (Mining Geology), MSc (Mineral Economics), MAusIMM Mr. Radonjic is a geologist and mineral economist with over 30 years of experience in mining and exploration, with an initial focus on gold and nickel in the Eastern Goldfields of Western Australia. Andrew has fulfilled a variety of senior roles which gave rise to three gold discoveries, totalling in excess of 3 million ounces in resources and resulting in 1.5 million ounces being produced. Since 2006 Andrew has been an executive director with Venture Minerals, which he has been co-leading during the discovery of the Mount Lindsay Tin-Tungsten deposit. Andrew is a founder and recently was a director of Blackstone Minerals Limited (ASX: BSX). About Venture Minerals Limited Venture Minerals Ltd (ASX: VMS) has refocused its approach to developing the Mount Lindsay Tin-Tungsten Project in northwest Tasmania, already one of the world's largest undeveloped Tin-Tungsten deposits. With higher Tin prices and the recognition of Tin as a fundamental metal to the battery revolution, Venture has commenced an Underground Feasibility Study on Mount Lindsay that will leverage off the previously completed open-pit feasibility work. At the neighbouring Riley Iron Ore Mine, the mine is prepared for a quick restart should the market conditions become favourable. In Western Australia, Chalice Mining (ASX: CHN) recently met its expenditure requirement of $1.2 million to earn up to 51% with a further $2.5 million (at its election) over the next two years to earn 70% at Venture’s South West Project with new targets identified at Thor. At the Company’s Golden Grove North Project, downhole EM has delineated a large conductor under High Grade Zinc-Copper-Gold drill intersections within the 5km long Volcanogenic Massive Sulfide Target Zone, along strike to the world class Golden Grove Zinc-Copper-Gold Mine. Venture has a significant Nickel-Copper-PGE landholding at Kulin with two highly prospective 20-kilometre long Ni-Cu-PGE targets. Share to Grow: Your Bonus eBook: How to add value to your Share Portfolio This is a good time to download our Free Ebook as it is all about VMS (Volcanogenic Massive Sulfides). The eBook is about lessons on geological models sought by mining companies. It gives insight and an understanding of which portfolios are better - and potentially more lucrative investments. Click here to download this eBook. Disclaimer The information or opinions provided herein do not constitute investment advice, an offer or solicitation to subscribe for, purchase or sell the investment product(s) mentioned herein. It does not take into consideration, nor have any regard to your specific investment objectives, financial situation, risk profile, tax position and particular, or unique needs and constraints. Read full Disclaimer. About Samso Samso-Brilliant Distribution Outreach Powerful Advertising opportunities for Samso’s ASX and private business clients. The Brilliant-Online partnership is an opportunity to reach new and wider audiences in a fresh, appealing format to pique and retain investor interest. Contact Veronica directly for your special Samso-Brilliant advertising rate. Read Brilliant Investments
- How an IPO works
Listen to Samso on Mining HQ Podcasts Ep.23 Noel explains the process of how an IPO works for a start-up mining company to eventually listing on the ASX. We are seeing a busy period for IPOs (Initial Public Offering). Noel talks about what makes a good IPO, and the factors involved. He also shares about how important pre-IPO investors are. It has been two very busy years for IPO. Noel thinks there has been nearly 100 IPOs in 2021 and we are now at 62 (September 2022). Noel personally has been involved with two, one currently and several indirectly. It is never a simple process and always hard work. Factors to discuss Good projects Market Sentiment Commodity Strong conceptual Exploration strategy Not over priced projects Cornerstone investor You need an investor group or an investor who believes you. The strength of the IPO usually comes out of this group of investors. The strength of the company post listing comes out of this group of investors as well. Supportive Pre IPO Investors A pre-IPO group of investors that support the story of the company is the next critical step. Good story telling process The concept or the story of the IPO is something that is going to drive the reasons for all investors. The story will be a combination of the project, as in how good it is etc and backing the management. They are proven players, they have the incentive, they have the skill to do it. Market sentiment helps. This will be obvious factor. Although Noel does find that there is support for IPOs that look at upcoming trends. Market sentiment or flavour helps immensely. Noel is currently involved in an IPO, getting their prospectus live, with projects in South Australia and WA, and they are looking at a mineral system in South Australia that is unknown and could be very big. Exciting times are ahead. Listen here: Radio Interviews with Mining HQ reaching out to 100,000 audiences per broadcast Noel Ong of Samso and Chris LeMesurier of 1055 TripleM speak fortnightly on Mining HQ about Mineral Exploration, Commodities and Mineral Resources. For the investors: Our interviews with Mining HQ includes topics to help you make good investment decisions. We also share Stock Picks, Stocks to Watch and Weekly Summaries. For Samso's clients: This is an additional opportunity for you to engage with investors directly. Samso works with a number of Media Partners like MiningHQ and Brilliant-Online to widen your reach. Contact Samso
- What to do when the market is slow
Mining HQ Podcasts Ep. 3 - 28:03 Noel says market is slow and that is a good thing because money is out there, so look at the substance and not the hype. Don´t get burnt due to FOMO. Projects take time to develop, so go for long term results. Or go to 28:03 - https://www.listnr.com/podcasts/mining-hq Radio Interviews with Mining HQ reaching out to 100,000 audiences per broadcast Noel Ong of Samso and Chris LeMesurier of 1055 TripleM speak fortnightly on Mining HQ about Mineral Exploration, Commodities and Mineral Resources. For the investors: Our interviews with Mining HQ includes topics to help you make good investment decisions. We also share Stock Picks, Stocks to Watch and Weekly Summaries. For Samso's clients: This is an additional opportunity for you to engage with investors directly. Samso works with a number of Media Partners like MiningHQ and Brilliant-Online to widen your reach. Contact Samso
- The End of Outdated Resumes
This week I have decided to go off tangent and introduce an associate of mine who works and lives in the exciting city of Dubai. Maria Kanakrieh and I met in 2013 on one of my many investor relations trip and we have kept in touch sporadically. I was surprised to find out that Maria is now an IT guru with the launch of her own App. I was automatically intrigued with what is it and how she started this journey with multiple questions. So I invited Maria to share her thoughts on the journey and her App. Maria Kanakrieh began her career in a specialist marketing role, before shifting to a business development role which services all sizes of businesses in the Middle East. The positions allowed her to gain great relationships with many local and international companies ranging from SME to corporate. After joining the investment industry, Maria has been able to connect and coordinate opportunities ranging from oil and gas, confectioneries and mining. After a few years in the industry, Maria decided to pursue the entrepreneurship road where she is currently focusing on tech business ideas. The End of Outdated Resumes by Maria Kanakrieh Finding the right job might sound like a dream come true to many, whilst finding the right candidate – better yet, team player, is one of employers’ toughest jobs. They say, hire people smarter than you, hence why many dedicated much of their time and resources to go through hundreds if not thousands of resumes and dissect experiences of those beings, on a piece of paper! Fascinating stuff. LinkedIn has successfully been able to cater to the professional world and been one of the most used platforms to connect to potential candidates. They mastered the art of taking an outdated resume and plugging it on the web for easier access, plus added some pretty cool features to make it more social. Major thumbs up where simple creativity had put them on the map of superbly successful companies. The question is, is it not an outdated method? Aren’t many candidates losing their chance of being hired due to reasons such as not enough degrees because of money issues, or, not enough exposure to corporate companies because they did not attend elite schools and colleges, the list can go on. My co-founder (Laith Al Hassan) and I spent some time trying to figure out how we can begin our entrepreneurship journey with a cool business idea that would be useful. That is when some funny and crazy ideas started bouncing off during our brainstorming sessions. A shorter version of the story ends with us thinking about our close friends always asking us to hook them up with job openings. They were all great individuals; smart, presentable, hardworking – the whole package! Why were they unable to secure interviews from sending through their resumes? Because they were not even given a chance to show their personalities. They were only being judged by a piece of paper – that, let’s be real, sometimes includes information that is exaggerated and not interesting. It is, after all, a piece of paper. With social media’s popularity over the past few years, and peoples’ obsession with their smart phones and stalking – I mean, watching other peoples’ moves online, came the idea of our first business. Clipme – think about resume, in a clip form (and yes, it is pronounced similar to resume with the accent). Clipme is an app that allows anyone looking for a job, to upload a 20 second clip of themselves. One can simply pitch themselves and enjoy their 15 seconds of fame (hence why we went with ’20 seconds’ – close enough). Once their clip goes live, employers can simply scroll through the different categories of jobs and double tap on the clips of candidates they fancy to connect with. Sounds interesting? Would you like to know more? Check out www.clipmeintl.com Please feel free to contact Maria through www.clipmeintl.com or email me on noel.ong@samso.com.au and I will make the connection for you. 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
- Sustainable Mining and the Impact to the Environment
Samso on Mining HQ Podcasts Ep.22 - start 00:26 The whole meaning of sustainable mining is kind of contradictory as what we take out of the ground is not going to be generated and all mining has an environmental impact. We all know that the statement I have just made is merely a statement of the obvious. As a mining community, it has always been about having the least amount of footprint and the least amount of environmental impact. The concept of lowering environmental impact has been around for decades. This is not a new phenomenon and listeners should take note that proponents of the mining industry are always looking for ways to mine in a compliant manner. It is now good for business to be known as a master of green mining. In my opinion, the measure of being sustainable and being environmentally compliant is the hard path. As I described earlier, it is difficult to get all those ducks in a row and keep them in that row. Go to 00:26 Or go to 00:26 - https://open.spotify.com/episode/7j27xIsXWVLDvpAgWtC8BJ Radio Interviews with Mining HQ reaching out to 100,000 audiences per broadcast Noel Ong of Samso and Chris LeMesurier of 1055 TripleM speak fortnightly on Mining HQ about Mineral Exploration, Commodities and Mineral Resources. For the investors: Our interviews with Mining HQ includes topics to help you make good investment decisions. We also share Stock Picks, Stocks to Watch and Weekly Summaries. For Samso's clients: This is an additional opportunity for you to engage with investors directly. Samso works with a number of Media Partners like MiningHQ and Brilliant-Online to widen your reach. Contact Samso
- Where Does Indigenous Engagement Fit in ESG?
Coffee with Samso Episode 104 is with Florence Drummond, CEO & Co-Founder of IWIMRA (Indigenous Women in Mining and Resources Australia). ESG are three letters that is taking centre stage in the world of mineral commodities. ESG is a topic of discussion in every conversation but we ask, where does First Nation members fit in this discussion? In this episode of Coffee With Samso, Florence Drummond and I are discussing where does engagement with the Indigenous sector fit into the whole ESG statement. How do we measure Social Performance without making it about pointing fingers. There are many forms of engagement which are not industry specific. Crossing into other businesses to encourage participation with the company is a great way of engagement. We discuss several methods and ways to form relationships with companies and indigenous platforms which create mutual benefits. Tune in to find out more about Florence Drummond and IWIMRA. Chapters 00:00 Introduction 01:02 Where Does Indigenous Engagement Fit in ESG? 02:26 How do our sector get into the middle road? 03:43 How is the process of Indigenous people moving into employment? 04:44 How do we measure Social Performance? 06:22 Has the Indigenous sector been active in getting into the Field workplace? 10:07 What has been happening in the IWIMRA area? 11:11 90% of mineral exploration companies do not have a Indigenous policy. 12:32 Has the Indigenous suppliers increased over the time? 14:18 Other ways of engaging with Indigenous people in non-mining business. 15:18 Social engagement can be more about indigenous private business. 17:29 Why are Indigenous business not more 'In Your Face". 18:55 How does IWIMRA get involved in promoting Indigenous business. 20:49 People need to get into the media space to create engagement. 22:36 Sustainable Investments and ESG is here to stay. 23:18 Conclusion PODCAST About Florence Drummond CEO & Co-Founder IWIMRA Florence Drummond leads IWIMRA, a community for Aboriginal and Torres Strait Islander women in the mining and resources sector. Founded in 2017 with the focus of raising the profile of Indigenous women, the national network is now stepping into the international arena and engaging with all Indigenous peoples in the sector. It is an organic shift into the NFP space to better contribute towards best practice. Florence's introduction to the mining industry was as a Machine Operator. Within the 8 years of her time working directly for tier one companies, alongside her national team, she has successfully built IWIMRA as a peak body for Indigenous relations within the sector. Her international participation and experience in attending forums such as UN Commission of the Status of Women in New York and also representing Australia at the regional forum of UN ESCAP in Bangkok, has continued to shape the expectations of the network to contribute at a policy level to ensure best practice for Indigenous stakeholder engagement in the industry. In 2020 Florence was recognised as WIMUK Global Top 100 Most Influential Women in Mining, joining a cohort of influential women who continue to reflect and uphold what good leadership looks like. Check out our last Coffee With Samso Episode 95 where Florence discussed about Indigenous Women In Mining, their Challenges and Future. About IWIMRA Indigenous Women In Mining and Resources Australia Indigenous Women in Mining and Resources Australia (IWIMRA) was founded in 2017 to create a stronger connection amongst Indigenous women in Australia’s Mining and Resource sector. IWIMRA partners with industries to continually raise the profile of Aboriginal and Torres Strait Islander women and to contribute to best practice solutions. Through their lived experiences, and their narrative of Indigenous intersectionality, it is their priority to ensure the visibility, voice and quality participation of Indigenous women. IWIMRA aspires to lead with clarity and purpose. Working with industries to build solutions-driven, cross-culture influential relationships, together they continue to contribute towards a sustainable future for everyone 1. Why does IWIMRA exist? To raise the profile of Indigenous women in the mining and resources industry 2. What does IWIMRA do? As a membership based organisation, IWIMRA aims to build an online community to engage in conversation with women across the industry. Our digital platform is designed to overcome geographical barriers with the core aim to identify gaps for career progression and opportunities to improve for Indigenous women. Furthermore, promote culturally safe professional development tools, access to community of mentors, quality opportunities and brokering greater relations with key industry stakeholders. IWIMRA is focused on building capacity that is fit for purpose, to align with the innovative nature of the mining and resources industry. 3. Who does IWIMRA benefit? IWIMRA is established to benefit Indigenous Women in the mining and resources sector. Indigenous women are identified as the cornerstone of many families and communities. Indigenous women's participation and influence in the industry can be utilised to strengthen relations within the Indigenous workforce, to promote retention initiatives. From a global perspective, Indigenous women are identified as most vulnerable, in their opportunities to innovate with the fast paced society. The mining and resources industry is informed by global instruments such as the Sustainable Development Goals 2030. 4. How will IWIMRA achieve its goals? IWIMRA will achieve its goals by strengthening its digital platform, which encompasses key focus areas that include: access to professional development pathways services, community of mentors and relations & investment by employee companies. This partnered approach to raising the profile of Indigenous women in mining and resources, will ensure transparency, accountability and ownership. 5. What does success look like? Success for IWIMRA will be a self sustaining network of confident, capable and informed women. Leading the conversation internally for specific Indigenous initiatives and contributing to industry best practice. The success of our digital platform to facilitate robust conversations within the mining and resources industry which will continue to promote and inform best practice, with a lens that is culturally safe, future focused and fit for purpose. To learn more of IWIMRA's membership opportunities contact here. 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. Your Bonus Samso has just released an eBook: How to Add Value to your Share Portfolio A lesson on geological models sought by mining companies that gives insight and an understanding of which portfolios are better - and potentially more lucrative – investments. Click here to download this eBook. If you find this article informative and useful, please help me share the information. I try and write about topics that are interesting and have the potential to be of investment value. It is not easy to find stories that fit those parameters. If you or your organisation see the benefit of what Samso is trying to achieve and have a need to share your journey, please contact me on noel.ong@samso.com.au. About Samso
- Junior and mid-tier resource companies on the ASX
Here's another insight from Samso on Mining HQ Podcasts Ep.24 Noel looks at junior and mid-tier resource companies on the ASX that we may consider including into our superannuation fund. It's always a good time to start thinking about our eventual retirement, and what we can do now to see our nest egg hatch fruitfully. Noel speaks to Chris Le Messurier in today's episode about what people could be doing with their hard-earned dollars from the resource point of view. Noel gives some suggestions about a good space for conservative investors as well, so it's a good place to start your own research. Mid Tier Gold - Northern Star Resources Limited (NST) - Calidus Resources Limited (CAI) Lithium - Pilbara Minerals Limited (PLS) Copper - OZ Minerals (OZL) - Cyprium Minerals Limited (CYM) / Austral Resources Australia Limited (AR1) Nickel - Mincor Resources Limited (MCR) Uranium - Boss Energy Limited ( BOE) - Peninsular Energy Limited (PEN) Junior End Gold - Miramar Resources Limited (M2R) / Aurumin Resources Limited (AUN) Lithium - Red Dirt Metals (RDT) Copper - Rex Minerals Limited (RXM) Nickel - Adavale Resources Limited (ADD) Uranium - Bannerman Energy Limited (BMN) REE - Lanthanein Resoruces Limited (LNR) Listen here: Radio Interviews with Mining HQ reaching out to 100,000 audiences per broadcast Noel Ong of Samso and Chris LeMesurier of 1055 TripleM speak fortnightly on Mining HQ about Mineral Exploration, Commodities and Mineral Resources. For the investors: Our interviews with Mining HQ includes topics to help you make good investment decisions. We also share Stock Picks, Stocks to Watch and Weekly Summaries. For Samso's clients: This is an additional opportunity for you to engage with investors directly. Samso works with a number of Media Partners like MiningHQ and Brilliant-Online to widen your reach. Contact Samso
- Hydrogen Cars - Are they safe? How do they work?
This topic has been a burning question for me lately. About 12 months ago, I started looking into Hydrogen cars. What I found was the typical issue of Hydrogen cars? Are they safe? How do they work? “. I started doing some research in preparation to write a blog. As I read more about it, I slowly understood the complexity of the whole issue. Like everything in this complex world of ours, its all about money and the protection of what makes money, even though it means we put the existence of the human species at risk. Why let the progress of humanity get in the way of making a shit load of money. 🙂 Recently, I got inspired to write on the topic again when I started seeing all these news of people taking investments on this technology. I began to think that maybe I am just too pessimistic about the investment world.. they do care… 🙂 I started thinking that my thinking is not silly but just a bit too early… 🙂 What is a Fuel Cell? Source: Smithsonian Institution – Fuel Cell Basics A fuel cell is a device that generates electricity by a chemical reaction. Every fuel cell has two electrodes called, respectively, the anode and cathode. The reactions that produce electricity take place at the electrodes. Every fuel cell also has an electrolyte, which carries electrically charged particles from one electrode to the other, and a catalyst, which speeds the reactions at the electrodes. Hydrogen is the basic fuel, but fuel cells also require oxygen. One great appeal of fuel cells is that they generate electricity with very little pollution–much of the hydrogen and oxygen used in generating electricity ultimately combine to form a harmless byproduct, namely water. One detail of terminology: a single fuel cell generates a tiny amount of direct current (DC) electricity. In practice, many fuel cells are usually assembled into a stack. Cell or stack, the principles are the same. How do fuel cells work? The notes from the Smithsonian Institution – Fuel Cell Basics, has a lengthy explanation and you can read at your leisure. In summary, the fuel cells are a combination of a combustion engine and that of battery power. Fundamentally, fuel cells make the energy on the run. The engine uses the hydrogen and combines air to produce electricity which is then used to drive the motor. This process creates water as a waste product, and it is so pure you can drink it. So we are told. The vehicle stores compressed hydrogen in a tank, and it is like your traditional fuel in a combustion engine car as opposed to a battery in an electric vehicle. What is the positive news on Fuel Cell cars? Hydrogen fuel cell vehicles will be the greenest form of energy, claiming the zero-emission title. The hydrogen is produced from water, and the only waste product is water that is pure enough to drink. The way you fill your car will take the same amount of time as putting in traditional fuel in your car that is running on the combustion engine. Hydrogen cars will be able to drive much further than your Tesla (although some of the newer EV cars can do that now.) Fuel cells work best in bigger vehicles and trucks, and this will help with the current environmental issues of pollution. The clean environment has got to be positive in anyone’s books. Imagine all those soccer mums driving Landcruisers. The other obvious positive is that you do not have to wait hours for your car to refuel. You drive to a station and fuel up in minutes and not hours. Your only problem now is that you don’t have a station to drive to fuel up. But they will come soon. Readers can view other positive effects of using hydrogen fuel cells at a site called Fuel Cell Today. Why has fuel cells technology been slow for uptake? They are expensive to produce (Platinum is a key component. This I did not know), as is hydrogen. The gas is flammable and difficult to store. And while hydrogen can be produced using renewable energy via electrolysis (using a current to separate water into hydrogen and oxygen), it’s more commonly produced from natural gas, releasing carbon dioxide in the process. For those who have read my earlier postings, I talked about the environmental negatives of renewable energy. Have a read of the blog, Solar Energy – Could we alter the Climate? Tesla’s Elon Musk has called the fuel cell technology “fool cells”. There’s an industry joke: hydrogen is the fuel of the future – and it always will be. The process of making hydrogen from natural gas is called Natural Gas Reforming, and unfortunately, this is not very green. In short, this is the process of exposing a methane source to high-temperature steam (700-1000 degree Celsius) and 3-25bar pressure in the presence of a catalyst. Apart from all the technical issues that are apparent, the biggest stumbling block is the lack of refuelling stations. Will Hydrogen cars blow up? – Hydrogen Fuel Tank Integrity. The big issue with hydrogen cars was the previous belief that the vehicles would repeat the Hindenberg scenario. I read an article about the Honda Clarity and came across their documentation regarding the integrity of the fuel tanks. I have quoted an article on Slash Gear March 19, 2017. The 2017 Clarity Fuel Cell actually uses two of them, splitting its fuel between a larger tank behind the rear seats and a smaller one underneath them. Each is made of carbon fiber and, in a world’s first, lined with aluminum. They’re designed both to withstand huge pressure – the total 5.46 kg of hydrogen is stored at 10,000 PSI – but also to fail, should the worst happen, in a predictable and manageable way. It’s tested to withstand extremes both of pressure and heat. Should the temperature rise to a point where an explosion could be a possibility, there’s a special valve that’s designed to safely vent the contents before that happens. Known as a thermally activated pressure relief device (TPRD), it’s a one-time-use outlet which can quickly release the hydrogen in a controlled manner. As for the possible consequences of a crash, frankly the hydrogen tank is probably the safest part of the whole car when it comes to sustaining damage. Independent testing by Vancouver’s Powertech Labs of the sort of carbon-fiber tanks Honda – and other fuel-cell vehicles currently on the road, like Toyota’s Mirai – is relying on have found that nothing short of a .50-caliber bullet can make it through. Anything less just bounces off. And if something does manage to pierce the carbon-fiber? The tanks themselves are designed to vent, but not rupture, just as the TPRD is: in effect, they release their pressure in a controlled way, rather than peeling open like a rotten cantaloupe. As the Honda engineers explained to me, it’ll be loud, and give you quite a shock, but it won’t actually explode. Hydrogen sensors scattered near the fuel cell stack and near the tanks themselves keep their electronic noses primed for any escaping gases, shutting the system down if necessary. Vents on the front fenders and at the filler cap avoid any rogue hydrogen building-up. Since it’s lighter than air, it should quickly dissipate; nonetheless, a warning message is flagged up on the dashboard of the Clarity Fuel Cell, advising the driver to contact the dealership. Recent News Recently, in an article published by “The Australian – CSIRO on brink of a breakthrough in enabling hydrogen fuel cell supplies”, where they talked about a new technology that will make hydrogen fuel cell more viable in future vehicles. According to the article, the technology from CSIRO (Commonwealth Scientific and Industrial Research Organisation, an independent Australian federal government agency responsible for scientific research.) will solve the issue of transporting hydrogen to pumps that will refuel cars. The technology will also make it commercially viable to export hydrogen overseas as ammonia (NH3) for use in fuel cells. Earlier this month, Andrew Forrest of Fortescue Mining announced that they would invest AUD$19M over a five-year period into research at the CSIRO’s Brisbane laboratories. I am guessing that it is a pleasant diversion for Fortescue Mining to go into something new and different. Low-grade iron ore industry is not looking great for them at the moment. Andrew Forrest’s Fortescue joins hydrogen push with CSIRO tie-up. Andrew Forrest gives $20m to help kickstart a hydrogen industry in Australia Mining billionaire Andrew Forrest is throwing $20 million behind the CSIRO’s solution to one of the biggest problems holding back hydrogen-powered cars Who is investing in Hydrogen Fuel vehicles? The main visible proponents of hydrogen fuel vehicles have been Toyota, Honda, Hyundai and Mercedes. The likes of BMW and Volkswagen/Audi are not far behind with prototypes. In Germany, a program called H2 mobility is planning to build 100 hydrogen fueling stations across the country by 2019. Mercedes has been in the news lately here in Australia with the detailing of its new hydrogen fuel-cell plug-in hybrid vehicle (www.news.com.au – 14th November 2018) Mercedes plans to have up to 25% of their production in electric cars by 2025. I am sure all the car makers will be doing that, and this is the reason why there are a lot of pf people shorting the profitability of Tesla. For Hyundai, the car that has been making news is the Nexo SUV. The price of the car would be a deterrent to your everyday folk, and the lack of refuelling station would make the lack of interest. However, like everything new, this will become more affordable with time. (www.news.com.au – 23rd February 2019) What do the financial markets think about all the fuss? Honda like all its competitors are all into green technology. Electric cars are now the future, and everyone is into it. Tesla is no longer synonymous to the phrase electric vehicle. Interestingly, there are a lot of Wall Street people who are shorting (selling, for those who are not familiar with the terminology) Tesla on the market. Steve Eisman who is the real Steve Baum in the movie “The Big Short” is one of those guys that do not believe in the longevity of Tesla as the Michael Jordon of electric vehicles. Interestingly I found a rebuttal to this thinking, and it is worth a read. Amusing, entertaining and relatively informative. Its an article by Clean Technica – “Does Hedgefund Honcho Steve Eisman Not Have A Research Department To Give Him The Facts On Tesla?” by a Maarten Vinkhuyzen. I must say that the recent announcement by Tesla saying that they are back on track with production may be the downfall of Steve Eisman’s issue with their execution. He was right that they had an execution issue as Elon Musk himself said that they nearly went broke because they could not meet production numbers. Whats the Future? In regards to the hydrogen cells, the fact that all the major car makers are going there even with the whole EV market, tells me that they are all hedging their bets. I believe that the lottery is like this, time to charge vs the number of fueling stations. Whichever wins, will win the war. The war is easier to win with building refuelling stations. The recent media announcement by CSIRO will mean that the reality of hydrogen energy will be closer than say ten years ago. When you look at the EV market now, it’s not a done deal. There are still so many factors to consider. Hydrogen is easier to manufacture once the technology is understood, it will be a smooth ride. A recent report by the Future Fuels Cooperative Research Centre (FFCRC) announced in April 2018, has secured more than $90 million in funding (including $26.5 million from the federal government and $8 million from gas network businesses) to undertake research and development to help transition Australia’s energy infrastructure to low-carbon fuels such as hydrogen and biogas. (Hydrogen for Australia’s Future) I have not found any ASX companies that are in this industry so please let me know if anyone does find one. In Conclusion, I must say that two years ago I was looking at a similar project and I will make sure that I contact those guys again. They had an exciting technology, and after doing all this research, I am very bullish on the sector. I will revisit those guys and get them to take the technology off the shelf. 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
- Malaysian Artistic Talent with Soul and it's Not 1MDB
Malaysian Artistic Talent with Soul and it’s Not 1MDB. Who would have thought I would say this… You would not be wrong to feel that Malaysians are now more known for the 1MDB scandal than anything with soulful artistic talents. My recent trip to Malaysia has surprisingly shown me that there is some real profound talent in the country. Skills that do not only involve gambling or multi-billion dollar scandals. The now famous quote by the U.S. attorney-general, Jeff Sessions, “Jeff Sessions calls Malaysia’s 1MDB scandal ‘kleptocracy at its worst’ I am Australian with Malaysian heritage or more specifically, an Australian Sarawakian (from Sarawak, Malaysia). Some call me a Banana, which in some respect may be right. There is no denying that we expat Malaysians are full of opinions and we all know how things should be done in Malaysia. However, I have to say; it is very refreshing to finally see and understand the Malaysia that Malaysians love apart from food. To finally realise what people have described being as the artistic flair of Malaysia. Maybe I am just becoming an old fart now and blossoming in my appreciation of art? Serena Chiam and Michael Teh – Gold Art Distributors My friend Michael Teh (Aureo Gallery) invited me to a charity event where a Korean artist, who mix 24-carat gold with oil and glue to create paintings, was displaying his collection for charity. Michael had shown me this art late last year, and I have admired from afar since. This time I was in the same room as the artist himself. The only downside was that I never thought of getting a photo with the man himself… Micheal Teh and I met late last year when I was asked to meet a guy who was selling Gold Art. We hit it off immediately as we discovered our passion for ASX mineral companies. Since I have been coming to the SE Asian region, there has not been one person who understood the small-cap resource sector this well. This guy was a refreshing sight after so many years trying to entertain people in this region with small cap companies. Serena Chiam was the instigator of the distribution of this intriguing artwork. As I believe, Michael came into the partnership after buying some of the art pieces himself and becoming a fan of Kim Il Tae. Serena and Michael are the primary distributors of the art by Kim IL Tae. Having met and spoken to Serena, this is the entrepreneur side of Malaysia. Tatler Malaysia did an excellent piece on Serena and Aureo Gallery. In fact, from this first meet, I felt that they were onto something. Australians are art lovers, and I had a feeling, even at that stage, that this could be a good business. The only problem was that I don’t have the background. Although, many characters in the mineral resource sector do like to dabble in these art pieces, especially with its association with gold. Doing it the Australian way 🙂 – We adopt everything good. I know the artist is a Korean and not a Malaysian but like good Australian spirit, I have envelope great things and make it Malaysian :-). I have learnt well from being Australian. We have claimed, Olivia Newton-John (actually English), Mel Gibson (Born in the USA and came to Australia when he was 12yrs old), Jimmy Barnes (He is Scottish), Keith Urban (New Zealand), Nicole Kidman (Born in Honolulu), Russell Crowe (New Zealand), Naomi Watts (England)…etc. Jokes aside, the entrepreneur spirit shown by Serena and her partners are what I believe is the Malaysian thing… Finding something that is not in vogue and taking it to the market. And the introduction of this kind of art is more than impressive. My inspiration for this blog. My invite to a charity event to raise money for an Autism Centre in the Malaysian state of Perlis was the highlight of my very long roadshow in Asia. It was like the halfway mark, and we could relax and enjoy some rest and recreation. To my surprise, I was mentally enlightened and inspired and decided that I must write something about the night and the people I met at the table. When I think of the works by Kim Il Tae, I think of Malaysia. Its kind of silly but the mind works with an association. I am sure that no one cares what my thoughts are but I think that speaks volumes of the work that Serena and Michael are doing. One can see that there are significant synergies between all the partners. As a geologist, I can appreciate what Kim Il Tae is trying to do, and as I have mentioned it many times, I am impressed. Kim Il Tae I am drawn to write about Kim Il Tae because his place in time now is a journey of inner self. Like many people in this planet, the drive to realising one’s inner passion as an artist comes about after a period of submission. Like many people, the realisation of this passion came later in his life. The desire is what I call “The Journey”. Kim Il Tae (b. 1956) was born and raised in South Korea. He was good at art since he was a child but did not pursue an artistic career when he graduated from college. It was only in his late thirties that Kim Il Tae rekindled his passion for art when he enrolled at a university in San Francisco to study oil painting. At that time, he harboured a dream of becoming an international fine art artist, to represent an Asian name in the art world. What’s so Special about Kim Il Tae? I admire the passion for Kim to make a difference in the art world and make it unique with the skill to create and innovate. He has created art that will test time and be as its pristine state even when generations have left this world. I see his craft in the same light as the creators of IT and all the modern devices in this world or like Leonardo Da Vinci, Michelangelo, Claude Monet, Vincent Van Gogh and all the world-famous artist that have gone by over the years. The creativity to make the best software, the best app is the same as what Kim Il Tae has done. The skill required to create and persist on this path to the ultimate goal of acceptance is a testament to his genius. What I am most impressed is that this man sat down at some time and said, what can I do to make this different… What can I do that nobody has done… And then go and create it. The thought process is no different from the likes of Bill Gates and Steve Jobs. These two technological maestros have transformed our lives in the area of technology. Similarly, Kim in time will be at those levels, if he is not already. The Beginning The story – The Journey. Liu Cheng Hua – Malaysia’s Future It was also at this event that I met my first Malaysian artist. I was seated next to a guy called Liu Cheng Hua, a young bloke who turns out to be a great up and coming artist. He showed me his collection, and I was impressed. Liu showed me one that he had done on the current Malaysian Prime Minister Mahathir. Mr Liu has created this collection with acrylic on aluminium. To me, a non-artist buff, this seemed very impressive. As I am the least respected art critic on this planet, I have to say that I was impressed and thought at that moment, this guy is good. Imaginative, not mainstream, not afraid to explore his boundaries and has a great personality. I am not sure if all artist is like him, but I suddenly got even more inspiration to write this piece. As I mentioned, my understanding of Malaysian artist with soul. Liu Chen Hua – The Inspiration The inspiration for these works is very eye-opening. Mr Liu was born during the Mahathir era. Since when he was young, he was told by his parents that Mahathir is a wise, intelligent and knowledgeable Prime Minister. Today, he has seen for himself the truth that was spoken and realised that he is the person that was described by his parents. Personally, over the years I have too learned that Mahathir is an extraordinary person. There is no denying that there are things which may tarnish his status, but he did manage the country well. And the recent come back to the Prime Ministerial role cements his greatness. For Malaysia, I hope he stays around long enough to clean it up. Liu has created a collection of great pieces of art that is related to several Malaysian stories. There are many collections, and I encourage readers to visit his site. I am sure many Malaysian artists have this artistic soul that is not related to creating 1MDB. To Liu’s credit, he has featured in many media articles which I am sure is boasting his profile. https://www.star2.com_Liu Cheng Hua: First Sculpture Exhibition – Taiping Here are a collection of media publications. Liu’s most inspiring artists. I asked Liu what his most inspiring piece of art is and his reply was, Andy Warhol’s Two Car Crash. The braveness of the artist to show what looks like an incomplete piece of work. It makes me think that art is not just about the work that is nice or beautiful because every audience sees and think differently. Just do what we like to do! My Conclusion To me, the Andy Warhol piece looked pretty complete, but that shows the shallow understanding I have of this kind of things. Irrespective of my level of knowledge, what I did get out of all the research I had done for this piece of writing, I have really got a better appreciation of the art world, the way the artist thing and I feel that their thought process is not that different to your other inspirational people in the world. As I mentioned, the Bill Gates, the Steve Jobs, the Elon Musk, the Mark Zuckerberg, the Jeff Bezos and the list goes on… Not seen as an artist but they came up with this thought that this thing that they want to do will change the world. 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
- Flexible Workspace : Redefining Asia’s Officespace Business Landscape
A combination of sustained high economic growth, government support and financial incentives for new businesses, particularly in the technology sector, has attracted investors and technopreneurs to Asia and in particular, Southeast Asia (“SEA”). These businesses and start-ups generate demand for office spaces. Unsurprisingly, flexible workspace arrangements are favoured for businesses setting up new office locations in the region, where premier real estates in major cities typically command a high rental. Expanding Potential of Flexible Workspace in Asia The convenience of a fully-furnished flexible workspace leasing option can be a very attractive proposition. This is important in the early days of a business start-up or new regional office. Flexible workspaces allow the option to scale up when required. This distinguishes themselves from traditional office spaces. The flexible workspace industry in the Asia Pacific is expanding rapidly compared to the rest of the world. Flexible workspace providers in the SEA region are aggressively opening more sites. They are leasing larger spaces and expanding their foothold. From 2014 to 2017, flexible workspace inventory across the region recorded a compound annual growth rate of 35.7% in the Asia Pacific. This is much higher than in the United States (25.7%) and Europe (21.6%) over the same period. The flexible workspace industry in SEA leased more than 8.0 million square feet in the last two years. Local flexible workspace providers like JustCo, EV Hive and KMC Solutions accounted for more than half of the space leased by all such operators in 2017. KMC alone has more than 50% market share of the flexible workspace industry in the Philippines. JustCo’s spaces are occupied by some of the region’s leading start-ups. The photos below are examples of what is available in Singapore, for example – Office Hub – Club Co – The Working Capital – The Collective Works Increasing Trend with Supply of Flexible Workspace Jones Lang LaSalle (JLL) predicted that “the supply of flexible workspace is expected to grow in 2018 and beyond, thanks in part to the ambitions of major global and regional operators.” Such findings are in line with Singapore-based flexible workspace operator, JustCo’s recent news, where it announced that it has signed an exclusive joint venture partnership with TICON, one of Thailand’s leading property owners and developers that is majority-owned by Frasers Property. JustCo is on a quest to “become the largest flexible workspace network in Asia by 2020.” The company’s ambitious plan is to open 100 centres over the next 2 years. Challenges of Flexible Workspaces One of the key challenges for operators in the Asia Pacific is that the office stock is controlled by a small number of landlords. For example, in the United States, commercial holdings are much more dispersed. In the Asia Pacific markets, a handful of landlords dominate the market. What this means is that if a single landlord decides not to lease space to a particular operator, the impact to the operator will be significant. This will leave the operator with very limited options to offer sufficient inventory to potential customers. It also means that property owners and developers have enough leverage to determine the scale of the flexible workspace market. Fortunately for operators in Asia, the flexible workspace is becoming an attractive option to those looking to create active, vibrant spaces where collaboration opportunities among tenants abound. Creating more Supply of Flexible Workspaces Many are considering to develop these facilities on their own or in partnership with another operator” — as with the case between JustCo and TICON. JustCo’s joint venture partnership with TICON will give it an edge and advantage over the competition. This provides them with the stock and first-mover advantage into an increasingly competitive market. Yet in order to stay ahead of the game, they will need to move rapidly. JLL predicts that “join ventures of management contracts between landlords and flexible workspace operators are likely to become more common.” Joint ventures are especially attractive for flexible workspace operators seeking to expand and for investors that are interested in entering the market. JustCo’s strategic partnership will help the company leverage and tap a wider network of industries such as commercial real estate, retail, hospitality, food & beverage, and industrial customers. More photos of Flexible Workspaces in Singapore – The Hive – The Great Room Mike Ghasemi is the founder and chief analyst of Mike Ghasemi Research Pte Ltd. He’s a retail and hospitality and travel industry futurist, analyzing trends and the use of emerging technologies to digitally transform organizations. Also Check for:- Tungsten Power- A New Age Metal and The Next EV Story 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
- Solar Energy - Could we alter the Climate?
Recently, I have been looking at renewable energy applications, especially solar energy. I wondered what is the cost of applying solutions such as those large solar power farms ? Does it affect the environment, does it alter the climate? I know it sounds strange but like all physical matters, there is always a cost of doing business. Solar energy which is the most common of the renewable space is now the norm when talking about non fossil fuel applications. Wind power generation is the next biggest and is also very significant part of the renewable space especially in Europe. Has anyone thought about the possibility of all these changes to the natural equilibrium with habitat changes and land uses that may affect the ecosystem? Could we alter the climate that we are trying to save? The Renewable Infrastructure. Currently we have the following items that help us become green, Solar – solar farms are today growing rapidly and they are growing larger in size. Some of these farms can power up to 200,000 homes. Wind – Wind farms are now slowlly taking a larger role however, I do think that the visual impact and thier inefficiency may limit their purpose in the future. Hydro – This is old technology and it has a great impact on the environment and society. However, it si better than buring coal, or is it? Wave – A very new technology and the real impact is still unknown. There is a fifth component to that list which I consider is green but the general public would not consider it as a green alternative. That fifth element is Nuclear. In 2009, I found information showing that nuclear power has less carbon impact than any know “green” alternative power generation. However, at the 2019 International Business Conferrence, I heard a talk mentioned that that is no longer the case. There is now evedecnce that solar power is getting more efficent and cheaper which is why the use of solar power is growing in popularity. Footprint – Significant or Not ? According to a report entitled “Understanding future emissions from low-carbon power systems by integration of life-cycle assessment and integrated energy modelling”, which I found on www.nature.com, the conclusion was that it is not significant unless you talking about Hydro… 🙂 We find that cumulative emissions attributable to upscaling low-carbon power other than hydropower are small compared with direct sectoral fossil fuel emissions and the total carbon budget. Fully considering life-cycle greenhouse gas emissions has only modest effects on the scale and structure of power production in cost-optimal mitigation scenarios. The study took into consideration emmissions including from manufacture, construction and fuel supply. The study also included nuclear energy. It is obvious that fossil fuels are the main bad energy source, but comparatively, the use of Hydro and Bioenergy are also considered bad. For a climate protection scenario, we project life-cycle emissions from fossil fuel carbon capture and sequestration plants of 78–110gCO2eq kWh−1, compared with 3.5–12gCO2eq kWh−1 for nuclear, wind and solar power for 2050. Life-cycle emissions from hydropower and bioenergy are substantial (∼ 100 gCO2eq kWh−1), but highly uncertain. What surprised me was the significant differentce between, nuclear,wind and solar and that of hydropower and bioenergy. It one thing to say the economic efficientcy of the different power generation types, but I do think that the impact will be on the footprint. The argument against not having a mine operation becasue it harms the environment when you look at farming is one that I find facinating. The footprint of a typical mining operation makes is insignificant when compared to farming. This is the same when you look at solar or wind farms. The lack of Carbon Debt? When people talk about the carbon debt between types of renewable energy, I think the article above see to be a good answer. However, I do feel that people need to look at the longer term ramification of having these large solar and wind farms. The visual environmental impact needs to be considered. Its fine if you have a Sahara desert or a Gobi desert to put these panels. I would think that the large area that is required for these solar farms will cause damage to flora and fauna. In regards to wind energy, some of the wind turbines are huge. According to a report by CNBC, GE is building a turbine that is over 260m tall. It will have a capacity of 12 megawatts and 107m blades. According to GE, they will spend over USD4ooM developing and building over the next 5 years. The turbine will produce over 65GWh annually. That will power about 16,000 European households An article in www.sciencing.com published some very interesting facts, For example, environmental reports underestimated the number of desert tortoises that would be displaced by the Ivanpah Solar Generating System in California’s Mojave Desert. The same solar farm also came under scrutiny when an increasing number of bird deaths were reported on its premises. Many of their wings had been melted or burned off by heat from the solar farm’s mirrors. Being a geologist, we are always made to be the anti-environmentalist. When in fact,we are more protective of the environment. I have always thought that a solar farm is like tree logging, or land farming. You need to clear lots of land. We all know that the ecosystem is one that works hand in hand with all species that exist, so if you take one out, you are going to have an issue. A bit like losing an arm, or a kidney or a liver ? Sounds all very environmentall difficult but even a geologist thinks there must be an alternative :-). I am not saying that we dont have these alternative energy sources but what I am saying is that maybe having solar farms is very primitive? Should we be looking at better ways to use these solutions. Clean energy changing Climate This leads to the most interesting article I have read which glued together my pontification over this subject. The fact that a wind or solar farm could actually change the climate. The bad would be what we have just discussed, which is the habitat and wildlife issue. But there is research going on now that is trying to see if having a solar farm would trigger climate change. They are trying to discover if solar and wind farms may alter the movement of air to a degree that it could create more moisture and allow vegetation to grow where it was not possible. The study is made over the Sahara desert. In principle, this area would be ideally placed to house such a project, as it is sparsely populated and well placed to supply the growing energy demands of Europe, Africa and the Middle East. The researchers found that, when installed on a large enough scale, both wind and solar infrastructure would trigger feedback loops that bring more rainfall and promote the growth of vegetation in the desert. In a region that is already feeling the effects of global warming as the Sahara desert creeps further into the fertile lands bordering it, the scientists say the net effect would be surprisingly positive. If readers think that this is something out of Star Trek movie, the attraction of turning the Sahara desert from a non productive patch of dirt into a ocean of solar panels or wind turbines will happen. It is in breed in the human species to be greedy to make that happen. If that was to happen, the result of more rain, more green will happen. What we dont know is if that is a good thing or a bad thing. No doubt, the positives is that this ocean of solar and wind energy will create so much cheap and useful power to the region. It will change the whole region to productivity that the world will need to feed ourselves. There is a few articles on the reasons why wind and solar farms can bring significant climates changes to the Sahara desert. The one that I found had a clear explanation was that in www.theconversation.com. The Future? As technology becomes smarter and cheaper, there are now a series of panels that are made to line buildings in the big cities. They are classed as smart windows which transfer the sunlight that shines on them to energy. A company in Australia called ClearVue (ASX:CPV) has come up with a patented advanced glazing technology that sits within an activated interlayer sandwiched between two panes of glass. This kind of stuff makes good sense and if commercialised, it will be a big money spinner. Through the combination of special compound materials, the interlayer prevents heat and unwanted solar radiation (UV or Infrared) from penetrating the glass pane. This energy is then redirected to the edge of the glass for controlled distribution and harvesting through conventional PV solar cells, whilst allowing the natural visible wavelength light to pass through largely unaltered. — ClearVue Limited (ASX:CPV) There is a video on their website that gives a good explanation of the technology. Another form of smart windows is one that is made of perovskites. Windows with this material allow windows to be clear on cold days but turns them dark in the hot summer sun. Some groups have mentioned that they can harvest power like solar cells from the windows. Perovskites are materials made of a mix of elements with a particular crystalline structure, and solar cells made from them are nearly as efficient at converting sunlight to electricity as state-of-the-art silicon solar panels: The best ones convert more than 22 of the energy in sunlight to electricity, compared with 25 for silicon. By changing the perovskites’ elemental components, researchers can also control their transparency. What’s more, the starting materials for perovskites are far cheaper than existing solar cells. — www.sciencemag.org Recently, I have also been working on a wave technology concept. It is still in the early stage of commercialisation testing but I can still see a pretty big footprint too. It is smaller than the ones I have seen so at least that is working in the right direction. I have no idea what the solution is but I am sure there are very smart people out there that will have an answer. Conclusion The journey to have a greener energy solution is something that I am in favour. The reality is that the use fossil fuel will be around for probably two more generations and maybe more. In my opinion, the uptake of renewable energy will only accelerate if ggovernmentsforce the population to do adopt the changes. For example, in UK and I suppose most of the advanced countries in Europe, this is very evident and I can see some major changes. However, the point I am trying to highlight is that the human race is damn scared of being extinct. The rush to be green is really driven by the material greed and not the need to be morally green. History tells us that humans will eventually make a real mess of it because our so called “greenness” is rushed because we want the green bills. That's why we continually look back in history and see all the things that we could or should have done better. source: All photos ar sourced from Bing. 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
- Dementia Awareness - A Common Issue of Misunderstanding
A lack of Dementia Awareness in our society is not helping to detect one of the most devastating diseases. There is a misunderstanding that dementia is all about memory loss. It is discerning to learn that the average Joe in the street does not know what is dementia. Dementia can strike anyone, and there are so many types of dementia. Research shows that there will be over 65 M people in the world with have dementia by 2030. This number is expected to increase to 100M by 2050. The Myth Dementia is not a part of Alzheimer’s disease. In actual fact, it is the opposite, Alzheimer’s disease is a type of Dementia. What is Dementia? According to Dementia Australia, Dementia describes a collection of symptoms that are caused by disorders affecting the brain. It is not one specific disease. Dementia affects thinking, behaviour and the ability to perform everyday tasks. Brain function is affected enough to interfere with the person’s normal social or working life. Types of Dementia According to Dementia Australia, Dementia is the umbrella term for a number of neurological conditions, of which the major symptom includes a global decline in brain function. It is a condition that has been noted in people for hundreds of years. Dementia was a relatively rare occurrence before the 20th century as fewer people lived to old age in pre-industrial society. It was only in the mid 1970s that dementia began to be described as we know it today. We now know dementia is a disease symptom and not a normal part of ageing. There are over 100 diseases that may cause dementia. The most common causes of dementia include Alzheimer’s disease, vascular dementia and dementia with Lewy bodies. Alzheimer’s disease Vascular dementia Lewy Body disease Frontotemporal dementia Alcohol related dementia Down syndrome and Alzheimer’s disease HIV associated dementia Misunderstanding Dementia As I mentioned above, most people, when asked what dementia is, would say memory loss. This thinking is common, and however as you can see from the definition above, memory loss is just one small part. From my reading and speaking with some researchers in this field, they all agree that misunderstanding dementia will become a sociological problem for our society. As you can see in the Dementia Australia definition, this disease affects the thinking, the behaviour and ability to perform everyday tasks for the sufferers. The person’s typical social or working life is altered as the brain function is changed, and there is no mention of memory loss. There are many cases of dementia where the person takes on another identity and leaves loved ones , wondering how they have been isolated in that person’s mind. Personal Experience My wife and I are a “carer” for my mother, who has these symptoms. Memory loss is prevalent, and its the first thing you observe. However, it’s the other parts that are hard to manage regarding, not understanding what a real situation is and what is not a real (made up in their mind) situation like did they eat that, take that, move that. What is done or spoken is real or made up? This one is tough because they are not telling untruths on purpose, it is just in their mind, and you have to figure out what is real and what is not valid. Managing the paranoia character? The accusation of anything you could think of and even the things you would never have thought you could ever be accused of in normal life 🙂 Patterned behaviour requirements. Using boxes of tissues in days because they need to wipe the plates and utensils that you are going to wash anyway, washing every item of clothing every day of the week, rain, hail or shine? 🙂 People with dementia symptoms are great pattern followers. We are told to help create as many new things to do as possible. We are told to help the brain create new paths, to promote the brain do new things, and get out of the regular patterns in their mind. I feel that the best way is not to ask them what they want but to give them what is right for them. I found that simple things such as asking what they want to eat or asking them if they’re going to do this or not, you are sure to get the same answer. What we did not notice. Looking back, I noticed the “weird” behaviour first but just thought that she was being difficult and being this and that… It was not until the memory issue became apparent that we started thinking about the possibility of dementia. Again, we have fallen straight into the “misunderstanding dementia” syndrome. When we started reading more, we learned about the paranoia and the odd behaviour were caused by dementia. However, it never really became the light bulb moment until much later because we never really understood what we read. This moment is an awareness problem. I am saying that we thought the part where she was difficult, the annoying behaviours, the annoying things that she would say, was her being difficult. We now realise that these were clear signs of symptoms already. That was dementia. Family and friends need to understand and accept the way they are now. Sadly, this is not the case in many cases, as people tend to forget the human side of compassion. I know that this may appear to be a very unfair statement in many cases but its the raw truth. Dementia patients will be challenging socially, and they will cause your life severe problems. Care Providers (have to mention them…) The carers we have, from the Chung Hua Association, are the best. All I can say about them is that they make our lives so much better. And to top it all off, I see them treating my parents with the greatest of care and respect. I understand that this care is also exceptional in the community centre as well, with the other aged people. I have seen it with myself. Unfortunately, I can only vouch for the Chung Hua Association as they are the only ones I have experienced firsthand. I am sure the other care providers are just as good. I see lots of care providers around, and I am sure they provide exceptional care. My 5 minutes of Fame and Glory A few months ago, the Chung Hua Association ( Aged Care Providers) asked us to go and participate in a survey. Unknowingly we were the centre of attention with The Australian, The ABC and the WA Miniter for the Age Care, Mr Ken Wyatt being there to talk/interview us. The National Health and Medical Research Council (NHMRC) National Institute for Dementia Research (NNIDR) was making a short video for Dementia awareness, and we were one of the candidates. I did not realise that we were the only person who turned up and so we were the single target for all the guests, the VIP guests, and all the media. We also met with Dr Bianca Brijnath and Nick Lee ( both from the National Aging Research Institute) who were doing this project (called Moving Pictures). We learned a lot from speaking to Nick later on in regards to similar behaviour from dementia patients. It was Nick who talked about needing to give them more pathways, as in disrupting their patterns to help their brains work better. Anyway, we made all these comments to these people. What surprised me was that everyone was taken back by what we had to say. I never realised that the lack of awareness was so extensive. I think even Minister Ken Wyatt, was enlightened by our comments. The whole idea was that we would help make a video. The video will be distributed to non-English speaking families and friends to help recognise and eventually care for those affected by dementia. The 5 minutes of fame included being written up in the news and being shown on ABC TV. Read the ABC article Read The Australian article. I have included the ABC news segment. The quality is not the best but its the best I could do 🙂 Something interesting I found this youtube video that I thought I will share. It is an app that was created to show the world through the eyes of someone with Dementia. It was created by AlzheimersResearch UK Read the comments. It is interesting because it gives a sense of what the level and type of care expectations. The couple is from a loving partner perspective and the character Joe is obviously from another level. This is what happens when you need care… How we manage our world with Dementia. I will make it implicitly clear at the onset that the following is something that works for us. There is no argument that every situation is different. However, I would like to think that the basic principles that I am sharing, will be helpful to other people who are in the same position as Sandra and I. The key for me being in a dementia environment is to make yourself understand that the things that they do are not typical. Now, this is one of the hardest things to do as it is very reasonable for us humans to react on impulse. We get emotional, and we become sentimental. Unfortunately, in my opinion, that will make the situation worse. Ignoring the need to treat them as anything other than being different will detract us from treating them with respect and dignity. I do believe that this is not easy. Only people who are not in this environment will say otherwise. I have a friend who describes all the same symptoms in her mother. He describes the same “crazy stuff” that is common with dementia. Generally, the patterns are very similar. I am no expert in the dementia world, but I will say that every case is different. Some are severe, and some are milder. The best things to do – what works for us Acceptance and Patience. We are learning just to let her be who she wants to be in her world. Again, this is not easy. It is from lots of frustrations, anger and total frustration that has taught us to look at the issue. However, we have to treat her as she treated us when we were annoying babies, not being able to feed ourselves nor clean ourselves. This act, I will admit, is a difficult thing to master. However, as soon as we did that, it became easier for us to deal with the “issues”. I will say that this is an ongoing learning experience and we are by no means saying that we are saintly and perfect… 🙂 In our case, my parents have been together for 50yrs+, and as far back as I can remember, they were a do everything together couple. Hence, my mother is the one who cares and does everything so in her old age; she still looks to do that. In my mother’s case, she still sees that as her role. When this role is replaced (even partly), the defensive nature of the human being (remember at this stage, the person is in and out of “sanity”) comes out. So it is tough to understand the real reason for that “weird” reaction. The hard part is that the truth is intermingled with the half-truths and the nontruths. So this mix is challenging. The way we manage is to filter what is necessary so that we can try to find the truth. Those thoughts that we filter as “not important”, We agree with them and ignore. In summary, what works for us is learning to have more patience (more than you ever thought you could have) and ignoring the “annoying” ways. Ignoring these “annoying” behaviours is an ongoing learning experience for us… :-). As I have mentioned earlier, the best approach is to do what is right for them and not let them do what they want. Their need to do things that do not make sense will drive the average person bonkers… 🙂 We are lucky… We draw on conversations between friends and associates, and readings from the internet to try and make sense. In our case, I feel that the fact that they are still a couple does shield us from more issues. My father, who has no dementia symptoms, but has mild Parkinson’s, shield us from those behaviours as he is her source of conversation. In many cases, when there is a single surviving parent, and they have dementia symptoms, I believe that it is more complicated. What’s Happening Now. Just this week, I received an email from the National Health and Medical Research Council (NHMRC) National Institute for Dementia Research (NNIDR). The NHMRC was inviting expressions of interest from people living with dementia and carers/former carers of people living with dementia to be on their Consumer and Community Involvement Program Reference Group. I gladly volunteered to see if they would accept me into the Reference Group. I wanted to join because I feel that it is an excellent way for me to give back to society. — In fact, this prompted me to write this blog as I have the intention to do this for a while now.— The primary purpose for me wanting to join the Reference Group is so that I could give them time and share my exposure to an unfortunate process of growing old. In truth, there is no possible way for us to improve old respectfully nor in any acceptable, respectful way. However, a better understanding of what happens to us at that stage of our lives may help the people who will eventually care for us. I am speaking of the carers that will be the people who will help us finish our life in this world, whoever that may be… HOPEFULLY…. Please feel free to contact me with any comments or questions. I have included lots of links to people and organisations, so they are probably going to know more than me. I would think that people such as Dr Bianca Brijnath and Nick Lee would be the best point of contact, so I am happy to pass your details and questions to them. To conclude this blog, I want to leave with this perfect message made by Alzheimer’s Research UK I think it is a good message to think about… To end this on a positive note, I found a CNN documentary regarding a village in the Netherlands for people with dementia. source: New film project to raise dementia awareness in migrant communities, by Nicolas Perpitch https://www.nhmrc.gov.au/research/boosting-dementia-research-initiative/nhmrc-national-institute-dementia-research-nnidr https://www.theaustralian.com.au/national-affairs/health/language-barrier-an-added-problem-for-families-dealing-with-dementia/news-story/af4b524e1a192fd34766cb91061c3a9a Feature photo Also, Check for:– Best way to find a Gold Mine : A Mineral Exploration Success 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. 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