Episodios

  • Cooper Metals Limited (ASX: CPM) - The Beginning of a Copper Discovery Process.

    Cooper Metals Limited (ASX: CPM) - The Beginning of a Copper Discovery Process.
    May 10 2022
    Coffee with Samso Episode 143 Today's mineral exploration story is about Cooper Metals Limited (ASX: CPM) chasing for Copper and Gold. Ian Warland, Cooper's Managing Director, an exploration geologist with more than three decades of experience shares the concepts of the Cooper Metals story. In this episode of Coffee with Samso, I an gives us a good update on what is happening with their Australian projects in Mt Isa East, Queensland and the Gooroo Gold project in Western Australia. The recent interest in the Mt Isa region is set for exploration activities that is slowly taking shape. As the company is getting ready for more exploration activities, we learn about what is happening and why viewers should be getting some good old DYOR happening. Cooper Metals still has a fairly low market capitalisation so I urge viewers to watch and contact Ian to understand more about the company. Let's listen to these chapters 00:00 Start 00:20 Introduction 01:02 Ian Warland introduces Cooper Metals Limited 01:31 Quick run down on the RC program at King Solomon and Python 04:27 The significance of the ground proofing 04:54 Difference between EM and Fixed EM Loop 06:25 The evolution of Geophysics in exploring for Base Metals 07:42 Importance of modern technology advances like Geophysics 09:15 Geophysics saving exploration expenditure 09:41 Gooroo project 12:07 Geophysical targeting. 12:33 Market expectations 13:27 Current market flow 14:34 Conclusion
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    16 m
  • 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.
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    30 m
  • Matador Mining Limited (ASX: MZZ) - Building a Mining Portfolio.

    Matador Mining Limited (ASX: MZZ) - Building a Mining Portfolio.
    May 11 2022
    The Exploration Focus of Matador Mining - Building a Mining Portfolio Rooster Talk Episode 56 with Sam Pazuki, the new Managing Director/CEO and Ian Murray, Non-Executive Chair of Matador Mining Limited (ASX: MZZ) This episode of Rooster Talk is all about Sam Pazuki, the Managing Director and CEO of Matador Mining. Sam comes from an experienced background with Oceania Gold Limited (ASX: OGC : TSX: OGC) who are a very successful gold miner. I like this move as I have said in my previous comments that Matador is a gold miner in the waiting. The Cape Ray project is 120km in length and has a resource of over 800,000 ounces which is destined to grow over time. In this episode, we get to hear what Sam's vision is for Matador. We also hear from Ian Murray, Non-Executive Chair, who shares his thoughts on the new member of the board and the new CEO. Chapters: 00:00 Start 00:20 Introduction 00:52 Ian Murray introduces Sam Pazuki, as new CEO . 01:53 Self-intro by Sam Pazuki 06:07 Looking at Gold Road No. 2 in making and the handover transition 08:18 Sam smooth transition period into MZZ 12:00 What is the prize for Matador? 17:11 The importance of structural geology. 17:55 The right strategy 19:01 Thoughts on Hermitage Project 19:33 Quick update on Matador 21:38 Ian involvement in MZZ 23:10 Sam on market expectation 25:10 Conclusion
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    26 m
  • Pan Asia Metals Limited (ASX: PAM) An Economical Lithium Story in Thailand.

    Pan Asia Metals Limited (ASX: PAM) An Economical Lithium Story in Thailand.
    May 17 2022
    Coffee with Samso Episode 144 with Paul Lock, Executive Chairman and Managing Director of Pan Asia Metals Limited (ASX: PAM) is all about the next steps in making the Lithium story in Thailand a reality. The company has been transformed since we last spoke in May 2021. The market capitalisation of the company has tripled since that first Coffee with Samso. The story of a company with aspirations to become a lithium producer within a stones throw form major automotive manufacturers is now at a reality stage of the journey. Pan Asia Metals are now on the verge of announcing their maiden Mineral Resource Estimate which will highlight the true potential of the company. Pan Asia Metals is now establishing itself into a mature lithium player on the ASX. Our market is on our doorstep: The Eastern Economic Corridor in Thailand - where there's a big push in LIBs and EVs. Thailand is the 4th largest auto producer in Asia and the largest in SE Asia has a very comprehensive EV and battery policy because they want to retain their market position. Some viewers who look at this story may feel a large jurisdiction issue however, Paul Lock make a some supportive narratives which explains why he is so confident on making this story work for his shareholders. In the past, there was no real demand on lithium, so there were no focus on cost structures. Now with an increasing demand there's been an increasing focus on extracting more for less - cost structures look better. That's what's happening in China. As the market is consolidating itself with the recent turbulent movements, it is another argument in finding the right company with management that has the right strategy. The reason we are in SE Asia is because we want to be competitive and want to be nearby our consumers. It's all about being low on cost curve so can write out the market cycle in long term. Generally investors are looking at short-term price cycles, we build a long term price cycles project because its got to be bankable. Pan Asia Metals is all about creating a business that has low cost of operations, low CAPEX and a viable business. Take time and watch Paul deliver his thoughts on the Pan Asia Metal story. Chapters: 00:00 Start 00:20 Introduction 00:58 Paul introduces Pan Asia Metals Limited 02:17 Location of PAM projects. 02:46 Reasons why PAM is in Thailand. 03:48 Thailand ministry delegation going to project area. 04:17 Deliverables. How has the market responded to your business strategy? 07:11 What are the issues for the project? 10:16 Has the mica lithium processing discussion settled? 11:55 Mica lithium minerals are now part of the Lithium family. 13:51 Everything is market driven. 14:23 The Lithium Narrative - Lots of Lithium in the ground but Processing is the bottleneck. 16:35 Which path is PAM taking to be a producer ? 18:50 Future of the lithium space in battery 20:27 Can PAM be played out as they are a small company. 23:16 Jurisdiction risk investing outside of Australia? 28:39 Countering the Jurisdiction question. 28:58 Complying with ESG makes things work. 29:40 Good business principals drive process. 30:34 News flow 32:32 Why is PAM flying under the radar? 34:42 Why PAM? 36:32 Conclusion
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    38 m
  • The Miramar Story - Miramar Resources Limited (ASX: M2R)

    The Miramar Story - Miramar Resources Limited (ASX: M2R)
    May 19 2022
    Coffee with Samso Episode 145 is with Allan Kelly, Executive Chair of Miramar Resources Limited (ASX: M2R) This episode of Coffee with Samso is all about the details of the projects in Miramar Resources. I have made a special effort to make this the longest Coffee With Samso because I wanted to highlight the details of each project. I wanted Allan Kelly to tell us as much as possible on why he likes the projects and what his intentions are for each project. I think we have achieved the objective to get details for each project. We also got Allan to talk about what makes each project tick. The conversation has be fantastic and the result is a video that is just over an hour. This is a special episode of Coffee with Samso for all those viewers wanting to learn about the Miramar projects. In addition, viewers get a first hand introduction to what makes an exploration company work and allows Allan to showcase how to explore for minerals. Gidji is more than smoke. We have more than 1km of +2grams and 5 grams hits in there. Could this be a supergene deposit? The prize is the bedrock. Allan Kelly spares no doubt that the is aware on the potential of Gidji. He believes that Gidji alone will be sufficient for any company to work on, however the potential of the other projects is too enticing to let go. The time stamps below will help those unable to watch the whole video. This is more than a conversation about the projects of Miramar. This is a discussion about what you need to know to pick projects, what you need to know to operate the exploration programs and what is the best methods to deploy to find yourself a mineral deposit. Chapters 00:00 Start 00:20 Introduction 00:55 The Capital Raise That Needed to be Done. 03:05 Good timing on the placement. 04:10 The Gidji Story - Allan narrates the story. 16:57 What does Gidji need to wake Investors up? 18:27 Gidji is more than a smoking gun. 19:15 What is the Worst case, Ok Case and Best case scenario for Gidji? 23:24 Mineral Exploration is not an Overnight Process. 24:52 Does the potential of Gidji keep Allan awake at nights? 29:02 Is there a model for Gidji? 33:08 The Glandore story? 39:11 What will the diamond drilling create for Miramar? 41:06 The Lang Well Story. 47:09 Good REE results will create a good solution for Miramar. 47:37 The Whaleshark Story. 53:04 Bangemall Project 55:11 The realistic pathway for the projects. 56:33 The upside of testing theories. 57:18 The potential of Gidji and easily misunderstood. 58:18 News Flow from Miramar? 01:00:51 The Miramar Pitch 01:02:09 Conclusions
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    1 h y 3 m
  • Galileo Mining Limited (ASX: GAL) - Palladium Discovery - Persistent Mineral Exploration Rewarded.

    Galileo Mining Limited (ASX: GAL) - Palladium Discovery - Persistent Mineral Exploration Rewarded.
    May 25 2022
    Rooster Talk Episode 57 with Brad Underwood, Executive Chair and Managing Director of Galileo Mining Limited (ASX: GAL) is all about the discovery of the Palladium province from the last round of drilling. The systematic approach that Galileo has been using to explore has now been rewarded with the confirmation of a palladium prospect in Norseman, Western Australia. This episode is a discussion on the discovery of the Callisto discovery. Six RC drillholes have results returning anomalous grades which is making the Callisto prospect a discovery that has the share price of Galileo rising. Callisto is a mineralised sulphide unit developed at the base of an ultramafic sill where it intrudes into sedimentary rocks. NRC266 returned significant palladium-platinum-gold-copper-nickel mineralisation over 33m; 33m @ 2.00g/t 3E (1) (1.64g/t Pd, 0.28g/t Pt, 0.09g/t Au), 0.32% Cu & 0.30% Ni from 144m incl. 6m @ 2.69g/t 3E (2.21 g/t Pd,0.37 g/t Pt,0.11 g/t Au), 0.41% Cu & 0.36% Ni from 159m and 1m @ 3.21 g/t 3E (2.66 g/t Pd, 0.41 g/t Pt, 0.14 g/t Au), 0.48% Cu & 0.46% Ni from 176m Numbers like this is going to make the next phase of drilling interesting to say the least. Brad is measuring this to the Platreef deposit on the northern limb of the Bushveld Complex in South Africa. Deposits like Platreef are generally very large in nature and have a combined resources of greater than 700Mt at a 1g/t 3PGE + Au cut off. These deposits normally contain metals such as palladium, platinum, gold, rhodium, copper and nickel. Chapters: 00:00 Start 00:20 Introduction 00:52 Brad Updates. 01:39 Is this a Palladium Discovery Province? 02:31 This is a Discovery? 03:26 Is the geology theory a long term concept? 04:41 The Platreef Analogy. 05:50 Will the discovery grow in size? 06:37 Will the positive results change your Plan A? 07:39 News Flow. 09:07 Why is Galileo mining? 09:52 Conclusions
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    10 m
  • Update on Meleya Project - Discovery and Proof of Concept - Tempest Minerals Limited (ASX: TEM)

    Update on Meleya Project - Discovery and Proof of Concept - Tempest Minerals Limited (ASX: TEM)
    Jun 2 2022
    Rooster Talk 58 is with Don Smith, Managing Director, Tempest Minerals Limited (ASX:TEM) Its been a while since the excitement of the discovery of a large sulphide system at Meleya. I have been very keen to get to see the rocks and have a discussion with Don. In my opinion, the rocks will be the key to the continuation of the story. Prior to the drilling, the general discussion was primarily on the the potential of the geology being similar to Golden Grove VMS deposit. When Tempest announced the drilling results on the 28th March 2022, there was general excitement in the market. The realisation from the concept was now closer to fact, however, there is still a wait on the actual numbers of the assays. Irrespective of the numbers, I think there is no denying that there is some sort of a discovery at Meleya. In this episode of Rooster Talk, I asked Don about the geology. The geology from the drilling is the key factor. I asked Don, if this was a Discovery or a Proof of Concept. We also talked about the numerous alteration within the length of the hole which points to a large cooking system that could be endowed with metals. The main takeaway for this episode is to have an understanding of the geology of the area. The assay numbers will be interesting. However, I suspect that will not be the conclusive answer for or against the project. There will be more drilling and more discussion. In my opinion, this is proof that the geology is similar and it is mineralised. This has been a great conversation and I like their method of understanding the geology first before rushing out to drill holes. Chapters 00:00 Start 00:20 Introduction 02:10 Discovery or Proof of Concept 03:16 Lets talk geology of both drill holes. 06:03 Where is the geological thinking now? 07:15 How can Investors understand your geology? 08:50 What is Tempest thinking now? 10:27 Is there any issues with the progress of Tempest? 11:23 Other Projects 14:25 News Flow 15:21 Why Tempest? 16:20 Conclusion
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    17 m
  • Great Boulder Resources Limited (ASX: GBR) - Discovery of a New Mineralised System - Ironbark

    Great Boulder Resources Limited (ASX: GBR) - Discovery of a New Mineralised System - Ironbark
    Jun 30 2022
    Rooster Talk Episode 59 is with Andrew Paterson, Managing Director of Great Boulder Resources Limited (ASX: GBR) This is an update on the Side Well Project which is all about the recent drilling results with the discovery of new mineralisation at Ironbark. Great Boulder Resources appear to have a mineralised province with Side Well as the system that is producing metals in Ironbark is distinctly different to what is happening at Mulga Bill. Andrew narrates us on why this appear to be the case. Ironbark is 1.4km to the east of Mulga Bill. The the drilling results may be showing that there is a series of potential pods of mineralisation which will help the overall picture of potential for Side Well. A intercept of 20m @ 3.05 g/t of gold should not be ignored. In any project, this is clear indication of mineralisation that is not isolated. In my opinion, the discovery of these kind of drill intercepts may be early indication of a level of gold endowment which would excite any company. The excitement stems from the fact that it is within a province that has already shown continuous mineralisation at Mulga Bill. If you are isolated without Mulga Bill, you can be safe to question the potential. However, if you are in a decent system, you would expect numerous deposits nearby. What is interesting with the results coming out from the announcements is that there is clear horizons where the gold is being identified. There is clear indication that it is still early to make a decision of the future potential, but it is looking promising. The presence of copper at Mulga Bill and the lack (currently) of copper at Ironbark is determining the perception of difference at Side Well. It is this that should be noted for audiences. Chapters: 00:00 Start 00:20 Introduction 00:55 Andrew update the Great Boulder Resources Limited 01:24 Is Ironbark similar to Mulga Bill? 02:50 Will the Ironbark mineralisation be a similar system to Mulga Bill? 03:24 Geologically, can multi system exist in a similar area? 05:44 Is multi system a good thing for Side Well? 07:00 Is the copper in Mulga Bill significant? 08:40 Is Great Boulder Resources feeling like Side Well will be a Mine? 10:28 Will Mulga Bill be a series of pits along strike? 11:29 Is the copper good or a bad thing for the project. 13:32 Mineralisation seem to happen in the same horizon. 14:31 Is IP the holy grail for Great Boulder? 16:27 Is geophysics being used more today than 20 years ago? 17:34 News flow for Great Boulder Resources Limited? 19:45 What does Andrew think of the current market sentiment? 22:37 Why this is a good time to look at good companies. 23:24 Andrews last words 23:46 Conclusions
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    25 m