Rooster Talk 47 with Robert Martin, Executive Chair of Suvo Strategic Minerals Limited (ASX: SUV). Suvo is positioning itself towards being a Tier 1 Industrial minerals Miner. They have the Kaolin part sorted and is now taking the step to mining silica sands.

Coffee with Samso

Nova Silica Sand Project - The Makings of a Tier 1 Industrial Mineral Miner on the ASX

Blackstone Minerals Limited (ASX: BSX): The Complete Blackstone Story.

Coffee with Samso Episode 110 with Robert Mosig, CEO of Caeneus Minerals Limited (ASX: CAD) Caeneus Minerals is a nearology play that seems to be showing some signs that they may be tapping into a known mineralised system. The Pilbara may well be finally giving up its long held secret of unknow sources of gold occurrences. The first goldfields of Western Australia may finally be giving up its secret.

Caeneus Minerals Limited - Looking for the Next Gold Mine in the Pilbara, Western Australia

 When companies such as Blackstone Minerals Limited (ASX:BSX) are at this stage of the business, many investors lose patience. What I tell people is that this is the best time to be accumulating stock. You are now at the "Sure Thing" part of the market.   People such as Tony Tang are the reasons why investors should see this period of "boredom" as a great time to learn about the business and take positions. There has been a fair level of de-risking taking place and the market has taken a turn for the better. Nickel pricing is buoyant and most importantly, the future looks bright and secure.   In this episode, Tony tang, the General Manager of Downstream Project Development, share with us how Blackstone is going about making this business bullet proof. Tony tells us that the chemistry, the cooking process of making nickel products is like the simple art of making coffee.   The process from taking growing the beans through to the art of making that brew for you is the same as what is happening in Vietnam. The precision, the masterful cooking process of making sure all the finer elements are measured and calculated to make sure the end product is of the highest quality is second to none.   What is also important is to ensure that the team works as one to create an cost efficient and ESG compliant process. What is impressive is that the team members are all singing from the same song sheet and have ESG instilled in their DNA. There is a believe and understanding that this business is one that is made to work for all involved and not for the market.   Tune in to find out how Tony Tang and his Blackstone team make the best Coffee in Vietnam and serving it up as a quality brew for the world markets. 

Nickel Production: Mastering the Art of Blending the Best Coffee.

 Coffee with Samso Episode 108 with Barry Cahill, Executive Director of Cyprium Metals Limited (ASX:CYM)     As the only small cap company on the ASX who is on the verge of becoming copper producer, Cyprium Metals Limited, is making all the right noises.   In this episode of Coffee with Samso Barry shares with us what the business is all about. We get a good insight into how the business works and why this is a simple business that will just happen. This is not to say that it is "simple", but it is more to say that Barry Cahill and his team have done this often enough to know what should work, will work and how to fix if it is not working accordingly.   Cyprium Metals is the only player in this space. For this reason, I feel that this is a good bet for those interested to have exposure in this space. The unvalued Nanadie Well is one of the upside for the company.   

Why Cyprium Metals Limited Is A Different Copper Producer.

 Coffee with Samso Episode 106 with Ed Turner, CEO of Kingwest Resources Ltd (ASX: KWR)   Kingwest has made a gold discovery in a project that has been in plain sight for all to see for decades. The geology may have been there for millions of years, but explorers have gone up and down that area for decades.   Mineral exploration is one of those business activities where patience is the biggest asset to have along with an eager investment partner. Over the years, many have coined the phrase, Cash Is King. The mineral exploration industry has lived and died on the fortunes of investors since the first geological expedition set out many moons ago.   Lady luck is the next obvious attribute that all explorers require and in the case of Kingwest Resources, it seems that the ducks have all lined up for them. When you look at what I have called the Discovery Line, the fact that all but 2 of the drillholes intercepted mineralisation of some sort is incredible. As an exploration geologist, i will attest that this phenomenon is not common. We see more negative results than positive ones, especially in the beginning of the program. 

Kingwest Resoures Limited (ASX: KWR) - Exploration Patience leadcs to Discovery

 Coffee with Samso 101 with Andrew Radonjic, Managing Director of Venture Minerals Limited (ASX:VMS)     Venture Minerals is now a major player in the Tin sector. The Mount Lindsay project now is in the bright lights with the surging Tin price. In addition to that, the nature of the infrastructure is going to make Venture Minerals A Green Tin player by default.   The Mount Lindsay project has always been the flagship project for Venture Minerals. The project has been shelved for several years due to a drop in tin and tungsten price. The recent surge in tin price has definitely changed the value of the project.   The first drilling activity since 2012 has parked this conversation as the company is now going back to test the Renison Mine Sequence that has been the focus for Venture Minerals. What the drilling has shown is that there is a strong indication of a repetition of the mineralising sequence.   

Venture Minerals Limited - The Birth of the Green Tin Story.

 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. It is a topic of discussion in every conversation but we ask, where does First Nation members fit in the 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 business 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.   

Where Does Indigenous Engagement Fit in ESG?

 As Blackstone Minerals Limited (ASX:BSX) moves into the production phase, the implication of good ESG compliance is now of great importance.   In this episode of Coffee with Samso, we have Anna Cranney, who is the Social Performance Lead for Blackstone Minerals Limited (ASX: BSX) sharing with us how they are managing and preparing to be responsibly complaint with ESG.   The importance of ESG in the mineral resource now is now in a state where it is one of the most important criteria from investors and companies. Commodity pricing are now heavily influenced by the need to be compliant with ESG. There are now investment decisions that are solely determined by the state of the ESG component of the product.   Blackstone Minerals is tackling the process by installing the passion of ESG into the DNA of the company. Anna Cranney tells us how they are doing this and why this is the core of the Blackstone business.   Tune in to find out how Anna Cranney and the Blackstone team continue to have best practice in making sure all aspect of the business is fully complaint with the ESG requirements. 

Blackstone Minerals Limited: How Blackstone is Preparing for The Real Impact of ESG.

Rooster Talk Episode 46 is with Jay Upton, Managing Director of Sprintex Limited (ASX: SIX) on the partnership that will bring the company into the EV space. This episode of Rooster Talk is one that is all about the relationship with a new partner to bring the company into the green, no emission space. The announcement to work with Aeristech Limited to supply the Sprintex products into hydrogen energy and clean air markets, including hydrogen fuel cell, industrial turbo blowers and compressor sets. This agreement to supply Hydrogen Fuel Cell Compressors will allow Sprintex to be seen as a Green Engineering company who designs and manufactures clean air compressors. This will do doubt put the company on a path to help participate in the renewable and clean energy technologies for automotive and other industries. As the world economy is moving into the new "Green" industry, Sprintex is doing all the steps to ensure it is in amongst the players in this growing sector. Jay Upton, the Managing Director of Sprintex Limited (ASX: SIX) reminds us that the company is in production and is already supplying the market. The opening of the China factory will open another part of the business that will create revenue stream that is just at its infancy.

Sprintex Limited (ASX: SIX) on Making Green Compressors

 Suvo is on of only three players in the Kaolin sector and they are also the only one with a processing plant. Recently listed on the ASX in 2020, the Kalin and Silica small cap resource company is now a producer. This sector is really about the simple business of mining and exporting high grade quality clay.   According to Robert Martin, the Executive Chair of Suvo, the value adding is just starting. In December 2020, they added the Imery processing plant, the Pittong project in Victoria which effectively moved the company into the producer stage.   However, what the company has which has not been valued is their Silica project in WA. The Nova silica sand project located in the Gingin region of Western Australia could create value that the market have missed.   There are Four Revenue Streams from the Silica project. 

Suvo Strategic Minerals Limited - A Kaolin Producer Going into High Grade Silica.

 Coffee with Samso Episode 104 with Tessa Kutscher, Corporate Affairs Advisor of Blackstone Minerals Ltd (ASX:BSX)     I have noticed that Blackstone Minerals Limited (ASX:BSX) is one of the most visible company on social media platforms. I can tell that this is a well organised strategy which is working very well.   Blackstone Minerals have been a strong supporter of the Samso products since we stared and for this reason, I have been very keen to speak to Tessa Kutscher for a while now. She has been missing dates due to her heavy schedule but I have managed to corner her for this episode of Coffee with Samso.   In this episode we talk about how the mineral resource sector has a belief that there is no need to brand. A mysterious thought as every sector in the commercial world strive on branding and keeping the interaction with consumers. We discuss on the changing market space and the use of different social media platform used. 

Branding a Nickel Producer: The Blackstone Way.

 Rooster Talk Episode 45 is with Thomas Line, Chief Executive Officer of Taruga Minerals Limited (ASX:TAR)     Taruga Minerals is looking for a potential Giant Copper deposit at the Wyacca Project. Thomas Line gives us a great discussion on what the latest announcement means for the company and why the results to date give him the confidence to find a giant motherlode.   In this episode, Thomas give us a detailed explanation of the VTEM figures and what they mean and how they are helping to model the on going exploration strategy. More importantly, he tells us what they mean and the importance of a systematic process of understanding and executing a good exploration plan.   This is a great discussion of geology and how someone like Thomas thinks when he is interpreting the direction of the copper mineralisation at the project scale.   Thomas shares with us the following aspects of the company: Why Wyacca? How to understand VTEM? What the current results mean at Wyacca? Using Plate Modelling to differentiate non copper bearing sulphides. What are the news flow for Taruga? Wyacca has a potential to be a major copper discovery. Historical High Grade Copper mining at up to 40% Cu.     Chapters:   00:00 Introduction 01:08 How are the recent results help your thinking at Wyacca? 05:29 All about Powder Hill 09:16 Coincidence of VTEM and Drilling - Is this a practical rule? 14:37 Exploration strategy to differentiate non copper bearing sulphides. 15:50 How the different VTEM timing mean for Taruga? 20:45 The reason why Taruga is a copper mineralising Tindelpina shale unit. 21:36 The plans for Taruga in the next 12 months. 23:13 Conclusions 

Taruga Minerals Wyacca Copper Project - The Rumblings of Giant Discovery in South Australia.

Coffee with Samso Episode100 with Mark Strizek, Executive Director of Tietto Minerals Limited (ASX: TIE) Tietto Minerals has one of the easiest gold mining story that I have come across. It may be in Côte d’Ivoire, West Africa but the Abujar Gold Project is a simple as it gets for me.

Tietto Minerals Limited - A Simple Gold Mining Story.

 Coffee with Samso Episode 99 with Thomas Line, Chief Executive Officer of Taruga Minerals Limited (ASX: TAR)     Taruga Minerals have one of the most fascinating projects that I have come across for a while. It is an IOCG project that seems to be fit for a small mineral explorer.   Whenever I see a company that talks about IOCG, I normally take a backward step as in most cases, small mineral explorers just do not have the funding capacity. However, after talking to Taruga Minerals on the latest Coffee with Samso, I have seen something different.   

Taruga Minerals Limited - An IOCG Story With A Difference

This is Coffee with Samso.  Samso will have a coffee with someone about something that is interesting and from a different perspective in business.  It is a simple coffee conversation with no formalisation of style.

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Coffee with Samso

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