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  • 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
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    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.
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    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
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    19 分
  • 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
    2022/08/18
    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
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    29 分
  • 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.
    2022/09/08
    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
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    51 分
  • The Business of Water in the ASX - A Critical Resource - Clean Teq Water Limited (ASX: CNQ)

    The Business of Water in the ASX - A Critical Resource - Clean Teq Water Limited (ASX: CNQ)
    2022/09/13
    Coffee with Samso Episode 153 with Willem Vriesendorp, Chief Executive Officer of Clean Teq Water Limited (ASX: CNQ) is all about our most precious resource, Aqua - Water. There is a common understanding that water is a resource that we cannot live without. However, if you ask your average investor in the Australian Stock Exchange (ASX), what is the most critical resource, you will be surprised that many, if not all, will not mention water. Investors talk about critical metals and resources but they forget that without water, nothing will work. No mining can happen if you do not have the correct form of water. You cannot even drill the holes without a good source of water. Willem brings across the business of cleaning water. The business of desalination, nutrient removal, zero liquid discharge and hardness removal may seem unimportant, but these are big revenue generators when you do it for governments and companies. The revenue that can be generated is a lot more than one would expect. I would go as far as saying that the revenue margin is a lot better than most mining projects. Clean Teq currently works with a focus on municipal wastewater, surface water, industrial wastewater and mining process water. What is most important is that Clean Teq is a technology company that is doing business in the water industry. The company creates the tech and they are the innovation. This is the point of difference. Water treatment for industries has to be the most important aspect of the new world. Investors are preparing for the electrification of the next generation, but they must also learn that without water, there is no next generation. Chapters: 00:00 Start 00:20 Introduction 01:20 The Clean TeQ Water Story 02:59 Is water a critical resource? 05:52 The core business of Clean TeQ Water. 11:35 How does the business work? 15:02 Reaction from potential investors. 19:44 Does this new technology work? 22:10 History and success of metal recovery. 25:12 How should investors look at Clean TeQ Water Limited? 29:44 Are there any competitors? 31:59 What are the downsides? 34:15 News flow. 37:36 The image of CNQ. 41:06 Conclusion.
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    43 分
  • Decarbonisation: Implementation Issues and Process.

    Decarbonisation: Implementation Issues and Process.
    2022/09/15
    Samso Insight Episode 100: As we progress to a world of clean energy and a No Emission life, the hard path of implementation begins. The hard apart of all the conversation of decarbonisation and a perfect world of less carbon, less emission to no carbon and no emission is the implementation of some real world details. In this episode we have Matthew Bowen and Adel van der Walt from Jackson McDonald and Joe Wyder from DMIRS speaking with Tony Goode. Matthew and Adel share with us their experience in this sector which seems to be a world of smoke and mirrors. The average citizen of the world seem to have an opinion on the clean world. However, they seem to lack the understanding of how that will work in practice. When we talk about the mining sector, there are so many parameters that needs to be considered. Most importantly, mining is a business and if there are no profits, then there will be no mining. This discussion is all about how we are going to have clean energy for mining and how all proponents of this industry must work together to have best practice. There are some real working examples of cleaner energy and this was discussed and discussed as shown in the image below. The example from King Island and Rottnest Island are prime example of how important hybrid power systems are to the clean energy process. One interesting message that came from this episode is that clean mining will consume more energy. Those people that want clean mining need to understand that to achieve the clean power world, there is a need for more mining. More clean mining means more energy will be consumed. Make sure you have a good cup of your favorite beverage and check in on this episode of Samso Insights. AS stale as you may think the heading is, as you watch the episode, you will begin to get engrossed with this stimulating concept of implementing the decarbonisation process. Chapters: 00:00 Start 00:20 Introduction 03:05 The state of the clean world status. 07:17 Why do we Decarbonise?. 03:18 Changing of mindsets. 14:10 How does the Decarbonisation process look? 15:55 Carbon Consumption - The Business of Mining. 21:41 Clean Mining will consume more power. 22:21 Small Vehicle Fleet on Alternative Fuel 23:43 NASA testing alternative fuel options. 24:25 Is hydrogen cells for the big trucks? 24:57 The birth of hybrids. 25:32 Difficulties of hydrogen. 26:01 Alternative fuel will determine Mine Design. 27:08 The issue with Lithium ion batteries. 28:06 State Government Hydrogen Committee 32:02 The coming of the Mineral Revolution. 33:39 The Purchase Agreement. 35:21 DMIRS New Implementation supporting Decarbonisation. 39:29 Resources provided by DMIRS. 40:54 Jackson McDonald contribution to the Power Agreement templates. 43:38 Agreements are made form the miners perspective. 51:28 The impacts and opportunities for Indigenous communities. 52:36 Challenges of Hybrid vs Conventional power generators. 53:51 Opportunities to help indigenous communities. 54:50 The wealth creation opportunities from the renewable energy space. 57:51 Concluding comments from Matthew Bowen 01:00:20 Conclusion
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    1 時間 2 分
  • Digital Marketing 101: Marketing in 2022 - Invicta Agency | Samso Insights Ep. 99

    Digital Marketing 101: Marketing in 2022 - Invicta Agency | Samso Insights Ep. 99
    2022/09/18

    Samso Insight Episode 99: The world of marketing has been changing since the onset of the internet. Digital marketing is now at its most mature where its evolved into a precise targeting tool.

    There are many misconceptions that digital marketing is all about posting and saying some words in on social media platforms. The word engagement is often used too loosely to mean someone is listening of watching your marketing.

    In this episode of Samso Insights, we are talking to Ali Raza from Invicta Agency. Ali has a wealth of experience in this field and I have been talking to Ali about this topic of engagement, targeting of engagement and what digital marketing =cna do in terms of minimising cost of marketing.

    The conversation we are having in this Samso Insight is about the lessons of reaching out to connect with customers and providing the story of business. The translation and the projection of messaging is so important as the subtle points are the often the most impactful.

    In the world of mineral exploration companies in the the Australian Stock Exchange (ASX), there is a lack of understanding the need to have a brand. The aspect of branding is the key to every business that is out in the marketplace. The act of branding is also the cornerstone of every human being. We brand and market ourselves individually everyday to our families and friends.

    In some ways, branding is the end result of a digital marketing phase. Marketing in its traditional form is no different to today's digital marketing conversations. The formula is the same but the way we do it is different.

    I remember a video I watched a decade ago where the narrative was that the hunter who goes into the forest to hunt for customers comes out empty handed. He meets a guy and ask, why are there no customers in the forest. The reply was " the customers are now all around water holes called , Google, LinkedIn, Twitter...etc."

    As Ali Raza points out, the digital marketing space is all about Recent, Frequent and Relevance.

    It is this change in view points that is key in getting noticed in the marketplace toady, in 2022.

    Chapters:

    00:00 Start

    00:20 Introduction

    01:13 Ali talks about Invicta

    03:48 Is there a platform that works for a specific industry?

    10:55 The types of content

    11:59 Fitting the content into the marketing strategy

    13:37 How important is branding?

    16:55 A sector where branding is less relevant?

    20:27 How important is viewership?

    25:46 The concept of retargeting

    31:03 Does subtleness work?

    34:31 Building the strategies

    48:44 Narrating the value of the product

    51:17 The evolvement of digital marketing

    54:56 Invicta moving forward

    59:27 Massive untapped opportunities

    1:00:26 Conclusion
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    1 時間 1 分