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.

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:

1. Why Wyacca?
2. How to understand VTEM?
3. What the current results mean at Wyacca?
4. Using Plate Modelling to differentiate non copper bearing sulphides.
5. 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

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.   Mark Strizek tells us about how the founder of Tietto, Caigen Wang went about finding and now developing the Abuja Gold Project. One of Mark's stories was that Caigen saw the amount of people working in the mine and immediately realise that this is a mine waiting to be developed.   As we celebrated the 100th episode of Coffee with Samso, Mark shared with us the Tietto story and why we both believe that it is simply A Simple Gold Mining Story.   Cote D'Ivoire is a place that is rich in minerals and is blessed with greenstones (See Figure below under About Abujar Project) not much different to those we see in the Kalgoorlie Goldfields. There are numerous multi million ounces of gold discovered in the country and the pro-economic government is a bonus.   ESG is something that is in the forefront of Tietto's hurdles to make the mine a reality and Mark share with us the challenges and who they are making this a no-event. There appears to be no deal breaking events in front of the company as they progress aggressively to get the first gold bar poured for shareholders.     Drilling is important. If you do not drill you cannot grow. This is a Simple Story. Tietto saved over USD60M by having their own drill rigs. This is money Tietto shareholders have saved since 2018. -Mark Strizek August 2021   I have been wanting to chase this story since 2018. The first time I met with Mark and Caigen and heard the story, I was sold on its journey and in 2021, it si great to see the fruits nearly coming out for the shareholders.   I am gad to have the inaugural guest of Coffee with Samso back telling this story in Episode 100.

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.   In this episode of Coffee with Samso, Thomas Line, the CEO of Taruga Minerals Limited (ASX: TAR) talks to us about his projects which are showing a lot of smoke that is normally reserved for bigger companies.   Thomas shares with us on the following aspects of the company.

1. The passion and the reason why Thomas Line is doing this?
2. Why South Australia and Why these projects?
3. The potential that the geology of the Gawler Craton has secrets that have not been found because it is greatly misunderstood.
4. What are the components of the projects that Investors should take note?

One of the most promising aspect of Thomas is his understanding of ESG. Not only is Thomas realising that ESG is important, he is also a practitioner of his words. The quote below by Thomas exemplifies his actions.   Native Title is a boundary that was put in place. It was not a boundary pre-colonisation. Native Title land is not the only land that is important to the Aboriginal people. All land is important to the Aboriginal people. Aboriginal people need to be engage to talk about Non-Native Title land as well as Native Title land.   I will say that I am again delighted to learn something from Coffee with Samso. Many people do not realise that there are many things that a good discussion can bring out. Investors should learn to understand as much as possible from the company. Investors should also realise that they don't know everything and by listening, they will learn even more.       Chapters:   0:00 Introduction 00:52 Thomas Line introduces himself and Taruga Minerals Limited. 02:32 Why choose South Australia and the Projects in Taruga. 08:58 Is the perception that Gawler Craton ss misunderstood and underexpl0ored valid? 11:07 What does the recent results in Mt Craig mean? 16:47 How does Taruga focus on all the Prospects? 20:41 Are your projects easy to access? 22:26 Why are your IOCG projects different? 24:20 What issues do you have in your projects? 27:15 ESG has been part of the equation - Is it true? 30:45 What is the business of Taruga Minerals ? 35:06 Conclusion

Galileo Mining is one company that is not shying away from finding Nickel Sulphides. The recent drilling results is more evidence on a potential new source of nickel sulphides?     Investors in the Australian Stock Exchange or ASX Limited (ASX: ASX) that are looking for a company that actually spend the majority of their funds on good exploration should look at Galileo Mining Limited (ASX: GAL). Since the company has listed on the ASX, they have undergone 13 drill programs since early 2018.   In this episode of Coffee with Samso, Brad Underwood, the Chair and Managing Director of the company share with us the technical merits of their projects. Brad highlight that there is a potential of a different source of nickel sulphides in the Albany - Fraser Range..   Here are some topics that Brad shared with us:

1. What the recent results mean in realising a potential new source for the nickel sulphides.
2. The need to understand the "Black Art" of geophysics
3. What the Ni-Cu-PGE story?
4. The reasons why the Galileo story is robust and is worthy of an Investment for ASX investors.

 

Chapters:   00:00 Introduction 01:39 Recent Drilling Results - What does it Mean? 04:04 Does the current findings give you new ides? 05:56 The significance of the S2 trend. 07:38 What is the controlling the mineralisation? 08:14 What are the EM numbers mean? 10:59 What is happening with the other projects? 12:00 What is all about the Ni - Cu - PGE story? 13:55 How do you find palladium? 15:15 What is happening going forward? 17:40 Conclusion   Exploration is about doing the work and this includes the Black Art of Geophysics.

Coffee with Samso Episode 97 with Bronwyn Barnes, Executive Chair of Indiana Resources Limited (ASX: IDA), is all about the Gawler Craton.   Bronwyn is back sharing with us what is happening with the Gawler Craton and the Tanzanian litigation. The Indiana story is intriguing for me as this is one of several companies in the area that is exploring a severely under-explored region of Australia.   The Gawler Craton is no stranger to producing giant deposits. In fact, it is the host to the biggest uranium come copper mine. The Olympic Dam story is well talked about however, no matter how significant the discovery of the Challenger Gold mine is to the mature mineral exploration punters, it is a total non event for current investors in the sector.   Mineral exploration in the "Shear-hosted" world of the Gawler Craton is relatively unknown to the general public. I have done two Samso insights on this topic to highlight why investors should look at this area of Australia, as the next Commodity rush.   You can see the two insights by clicking the links below:   Challenger Gold Mine - Calcrete Anomaly Exploration Success   The Gawler Craton - The Next Commodity Rush ... Again.   Bronwyn share with us on the following,  

1. What has happened since the first Coffee with Samso in May 2001- (Indiana Resources Limited (ASX:IDA) is all about the Gawler Craton.
2. The results of the latest exploration drilling at Minos and why this is slowly showing the start of an exciting region for discovery.
3. How the Tanzanian litigation if progressing
4. Why Bronwyn feels that the Gawler project is the focus for the company.
5. The upcoming resource statement from further drilling.

Indiana Resources is one of the fortunate companies that has a great project and is literally filling in their own blank canvas.  

Coffee with Samso 96 with Andrew Radonjic, Managing Director of Venture Minerals Limited (ASX:VMS)   Venture Minerals is suffering from too much value in its portfolio. What was a defensive strategy to gather as many projects as possible to find a jewel has turned out to be a chest full of jewels.   In this episode of Coffee with Samso, Andrew Radonjic help us understand the significance of Kulin and why this is not just another greenfield project. This is not a nearology play nor is it a project using namesakes to attract attention. Andrew share with us the sound exploration deduction to create a project that will add significant value to shareholders.   Kulin is a Ni-Cu-PGE target in its own right. Andrew tells us that the geology is consistent with current thinking on this style of deposits. Furthermore, a big major has taken a large tenement package adjacent to the current Venture ground.   What further belief would you need on the prospectivity of this area if a major mineral company is taking big chunks of land as well.   The other great story in this Coffee with Samso is the story of the surging Tin price. The Mount Lindsay project is set up to take advantage of the current pricing. The bigger story is that the Mount Lindsay project is naturally Green in the sense of making this a totally ESG compliant project.   Do not miss out on this story.   Download latest ASX announcement         Today, Andrew Radonjic shares with us:

1. Update on the Kulin Project
2. Why Kulin could be a Ni-Cu-PGE project in its own right.
3. What is Ni-Cu-PGE all about.
4. The surging Tin price making Mount Lindsay a big bear to watch.
5. The Green Story for Mount Lindsay
6. Mining Mount Lindsay may be Green due to economics and not a ESG requirement.

Coffee with Samso Episode 94 with Scott Williamson, Managing Director of Blackstone Minerals Ltd (ASX:BSX)     Blackstone Minerals Limited (ASX:BSX) is is a business that sounds highly complicated but it is actually very simple. Its like selling hamburgers.   Scott Williamson, the Managing Director of Blackstone Minerals Limited, has been on Coffee with Samso since July 2019. Scott has shared this journey with Samso from the beginning of the acquisition and they are now on the verge of watching the fruits grow and being prepared to be harvested.  

Coffee with Samso Episode 93 is with David Frances, Managing Director of Province Resources Limited (ASX: PRL).   Have you come across a project that is totally de - risked ? This episode of Coffee with Samso is about two things, Green Hydrogen and a De-risked ESG Business.   I think this is one of the most Compelling ASX Stories that has graced Coffee With Samso.     If there was a second chance to ride an energy wave, Province Resources Limited (ASX: PRL) gives me the fuzzy feeling that this could be the horse to ride. If you look at the chart, you do get the feeling that the horses have bolted.   In these situations, I like to think of what it was like to buy into Woolworths when it listed. I remember that I subscribed to the IPO and was calling the broker like every week asking what it was doing. The company share rice started the IPO around the $2.50 mark and it is now at $40 per share, with a market capitalisation of AUD50B.   Woodside is now worth AUD21.23B and they are in a sunset industry and I still remember them in the 1990s, the new emerging energy company.   The business of Green Hydrogen has just started and a company like Province Resources with a market capitalisation of approximately AUD150M is cheap considering that the likes of Woodside are worth billions.   David Frances shares with us on this Coffee With Samso the unique entity that is taking on the Green Hydrogen story. We learn that there are a myriad of Hydrogen.   Hydrogen is Not Hydrogen. The only thing that will kill this industry will be Government. ESG is here to stay. - David Frances   I have to say that this is one of the most compelling ASX story I have come across. The research that I looked at prior to my first meeting with David was nothing compared to understanding the whole story. Province Resources Limited is about a totally re-risked business which is just waiting for the government for some direction.     Chapters:   00:00 - Introduction 54:20 - Who Is David Frances 01:28 - Why have we not heard of the Hydrogen business ? 02:17 - Hydrogen 101 03:59 - Is Hydrogen Hydrogen? 05:59 - How is the journey for the Efficiency of Hydrogen? 07:56 - What will Province produce? 08:49 - Are you specific to a type of Hydrogen? 10:13 - What is the business for Province and how does it work? 11:43 - The Hydrogen Royalty debate? 13:23 - Green Tariff will drive the Green Hydrogen business 14:54 - The ESG pushing this sector. 15:28 - What is the money people saying about this Green Hydrogen business. 17:17 - The Importance of ESG parameters. 18:21 - The business plan for Province Resources Limited. 19:38 - Why Carnarvon? 20:55 The Total Eren Factor 22:21 Total De-risking 23:59 - Be careful of the use of the word Hydrogen.... 24:36 - How Green Hydrogen fair with Cost vs. Scale of business. 26:18 - Making the entire supply chain to be Green. 27:56 - The path that needs to be taken. 28:24 - Has the value of the shares over? 28:54 - The reasons why investing in Province is still in the early stage. 29:35 - When should investors come in? More reasons for investing in Province. 30:15 - What can break this business? 31:07 - Conclusion