The year 2020 is turning out to be the best year for mineral resource companies, especially here on the Australian Stock Exchange (ASX). Everything is running and to those uninitiated in this cut-throat sector, I strongly recommend a strong dose of DYOR. I have seen many projects in my geological life and it is these times that companies that have strong fundamentals need to be noticed.   Calidus Resources Limited (ASX: CAI) in my opinion deserves some attention. I have liked this story for a while as they have been on the edge of making that leap into production for a while now. The recent gold price movement upwards has given the company all the positive reasons to take the leap of faith and move into the production cycle.   In this episode of Coffee with Samso, David Reeves shares with us the progress on the Warrawoona Gold Project. We talked about why CAI is undervalued and the re-rating fo the stock value in the coming months. The inevitable first gold pour will stamp this company as a fundamental story for eager investors.  

This episode sees Terry Streeter, a well-known investor in this industry sharing with us decades of wisdom in this sector.

Malaysia is the home to many of the world's largest rubber and nitrile glove producers. Over the past 10 years, Malaysia has grown to become the world's largest producer of rubber and nitrile gloves, accounting for over 60% of global glove production.

VIP Gloves Limited was established in 2016 to manufacture nitrile disposable gloves from its plant located in Selangor, Malaysia. Currently, its products are sold to local and overseas distributors under original equipment manufacturer (OEM) basis.

This episode of Rooster Talk has been on my sights for a while. I like that location and the potential of finding those double-digit million-ounce deposits which are common in this part of the world.

Rob Longley shares with us the progress of the company on its Pickel Lake Gold Deposit. Rob tells us what are the challenges and what is the potential of being patient and allowing the capital to be deployed to uncover what may become a great gold deposit.

Mineral Exploration is alive and well today as the equity markets have not been this buoyant since the 1980s. There have been segments where certain commodities would be hot but I have not seen anything like this on all level of market capitalisations for a long time.

This is why I am excited to talk to Ralph Winter, Commercial Director of Moho Resources Limited (ASX: MOH).

This episode of Rooster Talks sees James marsh telling us about the plans for the company as they move into mining. The appointment of a marketing company to establish binding contracts is a great sign that Andromeda is making the right moves to establishing itself as a world-class Kaolin mining company.

We go on to talk about the logistical aspects of shipping and how they intend to maximise margins while minimising the costs.

This episode has Scott telling us how things are going in Vietnam. I have been a fan of the Ta khoa project from the start and the share price is also telling us that the market has the same thoughts. Blackstone is all about having a great project, fantastic exploration results and management delivering shareholders great value.

Ed Turner from Kingwest Resources LImited (KWR) shares on the significance of the recent drilling and how the gold resources have doubled since they took on the project. The recent capital raising and the selling of non-core assets have really boosted the bank balance. This will allow the company to take on further drilling and make the mining of the resource more of a reality.

The Margaret River Rooster Talk Series - August 2020

Galileo Mining is a resources company listed on the Australian Securities Exchange (ASX) under the code GAL and is exploring for base metals in south-east Western Australia. The company has a 100% ownership of its Norseman Project and has Joint Ventures with the Creasy Group over highly prospective tenements in the Fraser Range.

Moho Resources Limited (ASX: MOH) is a gold exploration company with projects in Western Australia and Queensland, Australia. They have three projects, Empress Springs in Queensland, Burracopin and Silver Swan North in Western Australia.