『Coffee with Samso』のカバーアート

Coffee with Samso

Coffee with Samso

著者： Samso
無料で聴く

今ならプレミアムプランが3カ月 月額99円

2026年5月12日まで。4か月目以降は月額1,500円で自動更新します。

概要

 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. 個人ファイナンス 政治・政府 経済学
エピソード
  • A Discussion on Mining and Politics: Implications from State, Federal and International.

    A Discussion on Mining and Politics: Implications from State, Federal and International.
    2022/08/15
    Samso Insight Episode 97: This episode is a general discussion on how politics and mining are interbedded in conversations. One of the most important factors about investing in this mineral resource sector is understanding what the macro instruments are doing and how they will affect your investments. For example, Tony gave us a good (long) discussion of what will ultimately be the cost that industry will wear with the onset of policies that will create bureaucracy hurdles which ultimately means more cost and headaches to industry. This episode is a good change of pace from our technical discussions. This is a discussion which will univariably create more questions than answers. This is the very reason I invited Tony to come and share his thoughts. As we all know, investing in any sector or industries, we have to look at all aspects that will affect the earning and capital appreciation of the product. This episode gives viewers a good understanding of what those factors may be in reality. Chapters 00:00 Start 00:20 Introduction 01:12 All about Tony Goode 03:08 The factors affecting mining investments. 10:03 The cost of ESG? 22:30 How can investors digest the need to go clean energy? 26:19 How much influence do politicians have on investments when they speak? 28:49 Can Australia play the Nationalism card to protect out critical metals? 32:15 The changing geopolitical boundary could be positive for the mining industry. 33:48 Last words from Tony Goode. 36:21 Conclusion
    続きを読む 一部表示
    37 分
  • The Risk - Reward Myth of Mineral Exploration: Jon Hronsky

    The Risk - Reward Myth of Mineral Exploration: Jon Hronsky
    2021/03/22
    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.
    続きを読む 一部表示
    30 分
  • Tempest Minerals Limited (ASX: TEM) - Acquire Producing Asset - Tolukuma and Mt Penck Projects.

    Tempest Minerals Limited (ASX: TEM) - Acquire Producing Asset - Tolukuma and Mt Penck Projects.
    2022/08/16
    Rooster Talk Episode 64 is with Don Smith, Managing Director, Tempest Minerals Limited (ASX:TEM) and Iain Macpherson, CEO of Lole Mining Limited. Tempest Minerals is now moving into a production space with what looks like a project that I am vaguely familiar. In my travels in this industry, I came across this project almost 10 years ago. It was in private hands at that time, and it definitely had the credentials to perk my interest. The transaction is still far from being complete as there are still several steps to be completed. Assuming all goes well, the inclusion of Tolukuma will add significant value for shareholders as Tempest moves to become a producer. I don't think that the company is making any proclamations that this will be an easy path. In this episode of Rooster Talk, Don Smith and Iain Macpherson share with us the motivation of Tempest to take on the Tolukuma mine which was historically mined for gold and silver. Iain Macpherson, who is the CEO of Lole Mining Limited has experience in Africa and he accepts the challenging times ahead. Papua New Guinea is not a place of the faint hearted but it is also a place for that elusive pot of gold if you get all the ducks in line. The focus now for Tempest is to get the transaction completed and then work on the non-JORC resource in the mine. According to Iain Macpherson, the establishment of these resources could see the mine back pouring gold withing 12 months. Chapters 00:00 Start 00:20 Introduction 01:02 Don updates us on the acquisition story. 01:37 Iain updates on the PNG projects. 03:04 Comparing Tolukuma and other PNG projects. 04:45 Is Tolukuma the main Non-Highland style of mineralisation? 06:46 What are the risk of PNG? 08:10 All about the Non-JORC resource. 10:08 Tolukuma Structures and the Penck projects 10:29 Tolukuma Mine 11:17 Mt Penck Projects 12:35 How do investors look at Tempest Minerals now? 13:51 What are the next steps after the acquisition? 14:32 Iain explains what this means for Tempest. 15:27 When could cashflow happen? 16:33 What is happening at Yalgoo? 17:08 Newsflow 17:52 Last words? 18:41 Conclusions
    続きを読む 一部表示
    19 分
まだレビューはありません