Coffee with Samso cover art

Coffee with Samso

Coffee with Samso

By: Samso
Listen for free

About Samso Samso is a renowned resource among the investment community for keen market analysis and insights into the companies and business trends that matter. ​ We have a track record of developing successful business concepts in the Australasia region, and provide bespoke research and counsel to businesses seeking to raise capital and procuring projects for ASX listings. ​ About Noel Ong, CEO, Samso. Industry veteran Noel Ong is a geologist with nearly 30 years of industry experience and a strong background in capital markets, corporate finance and the mineral resource sector. Based in Perth, Western Australia, he was the founder and managing director of ASX publicly-listed company Siburan Resources Limited from 2009-2017 and has also been involved in several other ASX listings, providing advice, procuring projects and helping to raise capital. He brings all this experience and expertise to the Samso interviews such as Coffee with Samso and Rooster Talk, where his engaging conversation style with business figures gives revealing insights into Australian Stock Exchange (ASX) companies, related concepts and industry trends that can pique investor interest. Noel Ong travels across Australia to record the interviews, only requiring a casual environment where they can be set up. ​ Enquiries about appearing on Coffee with Samso and Rooster Talk can be made by contacting Noel Ong at www.samso.com.au All interviews (286)286 posts Coffee with Samso (129)129 posts Rooster Talk (49)49 posts Insights (93)93 posts Metals & Mining (217)217 posts Media & Technology (15)15 posts Healthcare (14)14 posts Renewable Energy (12)12 posts Industrial & Business (23)23 posts Financial Services (12)12 posts News (3)3 posts ESG (8)8 posts Investment Podcasts (13)13 posts The deliverables Samso brings to Clients a number of Content Channels that are all about telling compelling ASX stories. Clients' dialogues are delivered through these Samso channels. ​ Coffee with Samso, our core product, is a compelling format of relaxed online video dialogue to allow thought leaders to share their company's story and have an in-depth discussion on the company and their strategies. Rooster Talk is supplementary content that enables more condensed, bite-sized conversations with industry experts about market insights, trends and learnings that benefit businesses across all sectors on the ASX. Samso Insights provide a clear and concise analysis on the commodities landscape and subsequent market movements and trends that can impact ASX-listed companies. Investor Podcast specially focuses on a critical theme of sustainable investment strategies aired through Triple M, Mining HQ. Content Distribution. ​ Collaborative partnerships are important at Samso to widen clients' business presence and deepen brand value. Samso's interviews are posted on their website, podcast and YouTube channels and via other relevant online environments where they can be shared among investment communities. These client ASX stories are further distributed via Samso's partners Proactive Investors, Brilliant-Online and Triple M Mining HQ bringing in a new point of interest to the subscribers of other channels. Economics Personal Finance Politics & Government
Episodes
  • The Start of a Compelling PGE Story - Galileo Mining Limited (ASX: GAL) | Coffee With Samso Ep. 152

    The Start of a Compelling PGE Story - Galileo Mining Limited (ASX: GAL) | Coffee With Samso Ep. 152
    Aug 18 2022
    Coffee with Samso Episode 152 with Brad Underwood, Executive Chair and Managing Director of Galileo Mining Limited (ASX: GAL) is sharing with us about the Castillo PGE/Palladium discovery.. The discovery of a PGE system has been made in Norseman, Western Australia. Now it si all about establishing a resource and create a path to production. This episode is a discussion on the the potential, the understanding of what Castillo can be and the path to production. The project is blessed with the best access to highway, railway, gas pipeline and access to a deep port in Esperance. As Galileo Mining moves into a new phase of drilling, I ask Brad Underwood, how do investor understand the PGE story? I ask him what can investors look for to better understand a good result and how to see value creation s more drill results materialize. Galileo has been creating so much value for shareholders lately with the discovery so I asked Brad what he thinks of the mineral resource industry. What is his thoughts about the future market sentiment. This sentiment will also dictate when his potential production path follows. This is one of the best episodes with Brad Underwood so I urge readers to get a cup of coffee , tea or hot chocolate and settle in for 30 minutes of the Galileo story. Chapters: 00:00 Start 00:20 Introduction 01:28 Updates on the Callisto discovery 02:10 Understanding the Callisto Project 05:28 Interpreting the cross sections? 07:00 What is the next drill program testing? 08:48 Is this the biggest drill program in Galileo? 10:21 Lessons learnt from Exploration Results 12:12 PGE Story - Rhodium 14:15 PGE Story - Palladium 15:28 How Do Investors Understand the PGE Story? 17:25 The Fraser Range Project 18:10 Investors - Patience in PGE projects 20:25 Plans on other projects 21:46 Callisto - Production and cashflow timeline 23:36 Will the Mineral Resources Boom Continue? 26:30 News flow summary 28:16 Conclusions
    Show More Show Less
    29 mins
  • The Risk - Reward Myth of Mineral Exploration: Jon Hronsky

    The Risk - Reward Myth of Mineral Exploration: Jon Hronsky
    Mar 22 2021
    Coffee with Samso Episode 76 is with Jon Hronsky, of Western Mining Services   Mineral Exploration has always been thought of as the highly speculative and hence is a high risk investment. Jon Hronsky, a geoscientist of the last 37 years shares his thoughts on why this is not true.   I met Jon way back in the late 1989 when I was in my second year of my undergraduate geology studies. I have casually been following his work since then and value his high level (regional) targeting strategies.   One of the hardest things to research are the myriad of projects that exist in companies in ASX. Over the years, I have been asked many times what I think of the projects in this company of that company. What is hard to comment on is the legacy that exist in these projects. If you do not know the history or the content of management, this is extremely hard to give a "correct" answer.   The general consensus is that if there is historical history of mineralisation, this will be a better project. As many experienced proponents of this sector will tell you, this is not anywhere near sufficient information to make a "intellectual" comment. There are way too many other information required before it comes near the point of an "educated" estimation.   Jon Hronsky comes form a breed of mineral exploration that looks at the picture and this is what I call the need for the right ingredients. I am talking about greenfield projects where the "out of the box" thinking have taken the "risk" to chase the potential. These kind of projects normally comes up with the greatest rewards for investors.   In this episode, Jon shares with us his thoughts on mineral exploration and why he thinks the Empress Springs project is a great example of the First Mover Strategy for Moho Resources Limited (ASX; MOH) .   This is the biggest coherent anomaly I have seen. - Jon Hronsky on the Empress Springs project. The risk for investors is realistically less for greenfield exploration as opposed to advanced projects.
    Show More Show Less
    30 mins
  • The Olympic Dam Story:An Insight into the Mineral Exploration Genius of WMC Limited.

    The Olympic Dam Story:An Insight into the Mineral Exploration Genius of WMC Limited.
    Sep 8 2022
    Samso Insight Episode 98: The Discovery of Olympic Dam concluded one of the longest search for a commodity. In 1957, Western Mining Corporation Limited (ASX: WMC) initiated a search for Copper which started a sequence of events that lead to the discovery of the largest known mineral deposit in 1976. It would take the company another two years before they understood the magnitude of their discovery. Olympic Dam was the third discovery by WMC in 10 years. The significance of the discovery is that it would be another twenty years before the next big deposit , Prominent Hill was to be discovered. WMC was created in 1933 and was taken over by BHP in 2002. In 2009, Olympic Dam had a resource of 9.1BT of resource and it was 4.4 times bigger than the initial resource that WMC had announced. It was worth USD863B. In 2017, it was reported that there was 120MT of Cu eq (equivalent) and it will take 500 years to deplete the resource at that time. The Story of the Olympic Dam was documented by the book "The Olympic Dam Story" by David Upton. I was able to find David and had organised to meet David and get his view of the discovery and his book on this episode of Samso Insights. I hope this episode had brought out the essence of the hard work and perseverance of the WMC group to search and discover a once in a life time deposit such as Olympic Dam. I am a big believer of mineral exploration. My thoughts are that the low hanging fruits of mineral discovery was a couple of decades ago. The giants to be found are all undercover or in areas that have been misunderstood or neglected such as Tropicana, Nova-Bollinger, Winu, Havieron, Julimar, and Fosterville, just to name a few. Chapters: 00:00 Start 00:20 Introduction 01:36 How it started 09:21 The journey to look for copper 12:55 Communicating with shareholders 15:57 The work culture in Western Mining 19:35 The search for Mineral Systems 24:05 Discussion of new technologies and ideas 27:42 The need of interpretation of data 30:14 The complexity of the Olympic Dam 32:52 Political issues of Uranium 35:06 What drives the exploration? 37:37 The drilling 39:07 What is David Upton up to these days? 41:04 The vast amount information available 42:46 Why read the The Olympic Story 45:51 Summary of the Olympic Dam Story 49:35 Conclusion
    Show More Show Less
    51 mins
adbl_web_anon_alc_button_suppression_c
No reviews yet