Bahay Ozcakmak

Matt Szwedzicki, Managing Director of West Cobar Metals Limited (ASX: WC1), shares with us the potential multi-commodity aspect of the Newmont deposit in today's Coffee with Samso 196. The company has come a long way in its new strategy of bringing in Titanium and Scandium. Credit goes to the management for looking at the alternative value of the Newmont project. If the Scandium and Titanium strategy holds ground, the shareholder value will be very interesting. Listen to Matt here: https://hubs.ly/Q02tHPgN0 01:43 More ground for Salazar 01:56 An updated exploration target 02:22 Realisation that Newmont is different 02:40 The Titanium Factor 02:59 Titanium Exploration Target 03:06 Presence of HPA 03:30 Flow Sheet 04:52 Titanium Mineral Study 06:05 What about this Scandium in Salazar? 07:32 Is Newmont more of a Critical Minerals project as opposed to a Rare Earth project? 09:02 Is there enough volume for the other commodities to be economical? 10:47 What triggers should investors look for to take a position in companies like WC1? 12:55 All about Scandium 14:40 Why is Scandium exciting? 15:43 The high pricing of Scandium. 16:41 Supply bottleneck may be changing 17:50 US Defense Department looking out for Scandium 18:24 Solid oxide fuel cell use of Scandium - green fuel transition 19:13 Where will the new mines come from - reasons why Newmont is the front runner 19:46 Newmont may have a potential positive metallurgical pathway 21:17 High grade vs. normal grade of Scandium 22:48 News Flow 24:43 A Natural pivot for WC1 #Samso #Investments #CoffeeWithSamso #RoosterTalk #SamsoInsights #NoelOng #MineralExploration #ASX #compellingASXstories #Patreon #WestCobarMetalsLimited #WC1 #Scandium #SalazarProject #REE #RareEarths #MattSzwedzicki

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Focused and intensive progress towards providing a secure antimony source to the world.

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#ASXNews LINDSAYS PROJECT EXPLORATION UPDATE HIGHLIGHTS DYNAMIC METALS LIMITED is pleased to provide an update on exploration activities at its Lindsays Project, located in the Eastern Goldfields of Western Australia. 🔸Dynamic continues to expand its exploration target inventory through a methodical and systematic approach to its generative exploration tenure in Western Australia. 🔸Desktop studies identified multiple targets at Lindsays Project for first pass exploration: 🔹 36 gold targets generated with 18 selected a priority for reconnaissance field work 🔹 22 lithium targets generated with 5 selected as priority for field assessment. 🔸Dynamic funded for exploration after receiving $4M from Mineral Resources Limited as part of the Widgiemooltha lithium joint venture. Over the last 12 months Dynamic has progressed the grant of 3 tenements covering 300km2 of the Lindsays Project. In parallel to this process Dynamic has completed a detailed data compilation of surface and downhole geochemistry, structural interpretation and geological interpretation that formed the basis for first pass #gold and #lithium target generation. This approach has focused the Company’s attention on a number of targets that it intends to follow up over the next quarter, ahead of a comprehensive field campaign in CY2025. View the Announcement https://loom.ly/06sDTQQ #goldnews #mining #dynamicmetals #exploration #asx

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Battery prices must come down for mass adoption. The tricky part is to preserve decent incentives for miners! That is if we want to have the materials to make the batteries, of course... 🔹 Pilbara Minerals Limited | PLS 🔹 Core Lithium LTD | CXO 📊 Bloomberg News #lithium #EVs #EnergyTransition

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Another MHM article from Investing.com highlighting the details of our upcoming IPO. Bring on the activity in the prolific Cobar basin! Check out www.mounthopemining.com.au for more info

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Westgold on track to meet FY25 Guidance with ramp-up back-ended in H2   Westgold Resources Limited (ASX/TSX: WGX, OTCQX: WGXRF – Westgold or the Company) produced a record 77,369 ounces of gold from its expanded portfolio, achieving an average sale price of $3,723/oz.   Westgold Managing Director and CEO Wayne Bramwell commented:   “In August Westgold successfully completed a $1.4B merger that created a top 5 ASX and top 10 TSX listed gold producer and propelled the company into the ranks of the ASX200. Q1 FY25 delivered our highest quarterly gold production yet, with the results only reflecting two months’ production from our Southern Goldfields operations.   Westgold remains on-track to achieve our stated full-year production guidance, with production back-ended in the second half of the financial year as Bluebird South-Junction expands to the 1.2Mtpa run rate, Beta Hunt reaches expected run rate of >2Mtpa and mining commences at Great Fingall.   We look forward to delivering more quarterly production records and cash-build as we optimise, then expand our extended portfolio of assets in two of Australia’s most prolific gold-producing regions.” Link to full announcement: https://lnkd.in/gn6Skc_g #westgold #thenextphase #growth #gold

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Robert Sinn of Goldfinger Capital and the CEO.CA Technician writes up (see link below) Golden Sky Minerals Corp (AUEN.V). In the article he writes about why he sees AUEN as a potentially good speculation in the junior mining space The charts below are visual representations of share movement after a discovery or an excellent drill hole that expands an initial discovery. One thing is clear in exploration companies is investors have to have some patience because discovery is a process with a few surprises along the way Robert discusses the investment potential of Golden Sky Minerals, a junior mining company with a large property package in British Columbia, particularly its Rayfield Project. Here are the key points Investment Thesis Sinn emphasizes the importance of copper exposure and highlights the success of past investments in porphyry copper deposits. Company Overview Golden Sky Minerals (TSX-V: AUEN, OTC: LCKYF) holds approximately 35,000 hectares in the Quesnel Trough, a prolific mineral belt in British Columbia. This area is advantageous due to its established infrastructure, skilled labor, and supportive regulatory environment Exploration Potential The Rayfield Project is strategically located and geologically promising, with five large-scale copper-gold porphyry target zones and six known mineral occurrences Geophysical Survey Results A recent induced-polarization (IP) survey detected significant chargeability and resistivity anomalies, indicating potential mineralization to a depth of 800 meters. Historical drilling in the area supports the presence of copper and gold Drilling Plans Golden Sky has obtained drill permits and plans to commence a 3,000-meter maiden drill program at Rayfield later this year, targeting the identified anomalies Other Targets The Mowich and Criss Creek zones also show promising potential. Fieldwork has discovered copper-rich materials and significant magnetic anomalies, suggesting further exploration is warranted Company Strengths Tight share structure with all options and warrants priced above the current market price Experienced management, led by CEO John Newell, who has a strong track record in the industry and significant insider ownership 100% owned project portfolio with no underlying royalties Strong financial backing, including support from major shareholders like Crescat Capital Upcoming Catalysts The commencement of the maiden drill program at Rayfield and further exploration at other priority targets are expected to be significant catalysts for the company's growth Robert concludes that Golden Sky Minerals offers an attractive speculation opportunity at its current market cap, with substantial upside potential from its upcoming exploration activities https://lnkd.in/g9DxEYM7 #gold #copper #lithium #venturecapital #geologists #geologyq #jobs #renewableenergy #educate #educateyourself #motivate Florian (aka Florzinho) Grummes Thomas Parilla Sary Schultz Pete Thomas Greg Shafransky Jack Ambler

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#ASXNews Poseidon Nickel Limited is pleased to announce it has entered into an Agreement with Encore Minerals Pty Ltd to develop the gold and nickel tailings at the Windarra Tailings Project using Draslovka a.s.’s (Draslovka) proprietary Glycine Leaching Technology (GLT) and other patented technology. • Encore Minerals intends to use proprietary Glycine Leaching Technology (GlyCatTM + GlyLeachTM) to process the Windarra #gold and #nickel tailings and potentially the Lancefield gold tailings • Under the Agreement Encore Minerals is responsible for the funding, development, operation, closure and rehabilitation of the Windarra tailings project, subject to various conditions precedent and milestones being met Consideration to Poseidon includes: • A$250,000 non-refundable cash payment upon execution of the Agreement • Further payments totalling $1 million cash, payable upon commencement of the development period and the production period • 3% Net Smelter Return royalty, once the Project is in production • Encore Minerals to pay $1.6 million to Poseidon to partially cover the $3.5 million environmental bond held by Poseidon for the Windarra project #POS CEO, Brendan Shalders, commented, “Once unconditional, this Agreement will provide the basis for a mutually beneficial relationship for the Company and Encore Minerals to develop and monetise the Windarra Tailings Project using Draslovka’s proprietary and revolutionary GLT and other technology, which has been developed to extract minerals such as gold, copper, cobalt and nickel by using amino acids such as glycine to leach tailings and ores. We are pleased to see that Draslovka have applied and expanded the use of Glycine Leaching Technology successfully at a number of operations worldwide.” View the full announcement: https://bit.ly/4d3g4u2 #PoseidonNickel #MiningNews #ASX

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🚨 Alma Metals: Porphyry Potential in a Changing Copper Landscape 🚨 As global copper grades continue to decline, Alma Metals is advancing its Briggs Copper Project, a porphyry deposit with the potential for large-scale, long-life production. The Stockhead article below highlights that while grade is important, it isn’t always king—especially with porphyry deposits like Briggs that offer significant tonnage and scalability. In a world where many copper mines are aging, facing lower yields and declining grades, projects like Briggs are becoming more valuable, aligning perfectly with the growing demand for copper driven by electrification and clean energy. Alma Metals is committed to leveraging this opportunity to contribute meaningfully to the global copper supply. 🔗 https://lnkd.in/g8gSteTz #AlmaMetals #PorphyryCopper #BriggsProject 

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Plenty of exciting results being released to the #ASX, pertaining to gold, of late. #TorqueMetals was pleased to rank among the top 5 commodity-wide intercepts reported on the ASX for the week 4-10 November. Interestingly, of the 5 listed intercepts, 4 results have come from #goldexplorers and #goldoperators. We're awaiting further results from our recently completed extensional #RCDrilling campaign at the Paris Gold Project and look forward to providing further updates to market as they arise. #ASXNews #Gold #GoldExploration #GoldOperations #Gold #Au #GoldNews

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Australia mining giant Rio Tinto ($108 billion market value) has announced to buy lithium chemicals company Arcadium for $6.7 billion in all-cash-deal,representing +39% premium to Arcadium Volume Weighted Average Price (VWAP) on 4th October 2024 (From 4/1/24). Read - https://lnkd.in/gVHUyjxR follow Caproasia | Driving the future of Asia Australia mining giant Rio Tinto ($108 billion market value) has announced to buy lithium chemicals company Arcadium for $6.7 billion in all-cash-deal,representing +39% premium to Arcadium Volume Weighted Average Price (VWAP) on 4th October 2024 (From 4/1/24). Announcement (9/10/24):  Rio Tinto and Arcadium Lithium plc today announced a definitive agreement (the “Transaction Agreement”) under which Rio Tinto will acquire Arcadium in an all-cash transaction for US$5.85 per share (the “Transaction”). The Transaction represents a premium of 90% to Arcadium’s closing price of $3.08 per share on 4 October 2024, a premium of 39% to Arcadium’s volume-weighted average price (VWAP) since Arcadium was created on 4 January 2024, and values Arcadium’s diluted share capital at approximately $6.7 billion.  The Transaction will bring Arcadium’s world-class, complementary lithium business into Rio Tinto’s portfolio, establishing a global leader in energy transition commodities – from aluminium and copper to high-grade iron ore and lithium.  Arcadium is a global, fast-growing, vertically integrated lithium chemicals producer with an asset base of long-life, low-cost operations and growth projects. It has leading capabilities in lithium chemicals manufacturing and extraction processes, including hard-rock mining, conventional brine extraction and direct lithium extraction. Arcadium’s current annual lithium production capacity across a range of products including lithium hydroxide and lithium carbonate is 75,000 tonnes lithium carbonate equivalent, with expansion plans in place to more than double capacity by the end of 2028. Arcadium’s global operations, comprising approximately 2,400 employees, include facilities and projects in Argentina, Australia, Canada, China, Japan, the United Kingdom and the United States."

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Pursuit Minerals Ltd | Aaron Revelle | Stockhead TV 📺 Market Talk | Investor Relations and Media Collaborations is an investor event series that brought together seven ASX-listed resource developers and producers for an afternoon of presentations on 6 May at Sydney’s Hubert Theatre Royale. 🗞️ Read the editorial feature here: https://lnkd.in/g9Gzw4Nm -- Hosted by Perth-based ResolveIR and Investability IR and in partnership with Australia's leading news website, covering emerging stories Stockhead , the one-day investor event showcased carefully selected, high growth companies at various levels of development in the resources sector. This week’s #MarketTalk event showcased seven companies that prove there’s still immense value to be unlocked on the ASX. -- Watch the interview with Pursuit Minerals Ltd, Aaron Revelle and Stockhead TV 📺👇🏽: https://loom.ly/QVOQwzE Pursuit Minerals Ltd holds the Rio Grade Sur #lithium brine project that covers 9260 hectares of the Rio Grande Salar within Argentina’s Salta province. It has an inferred resource of 251,300t of lithium carbonate equivalent at an average grade of 351mg/L lithium. The Stage 1 drilling campaign on the four tenements to the south of the tenement package is underway with drilling of the first hole DDH-1 in progress. “We are quite excited by the interim and intermediate results that are coming out from some of the packer samples as we progress to depth,” Revelle said. “We are expecting that program to continue over the remainder of the quarter into the half of the year, when we are expecting to complete all four diamond holes, which should total about 2500m of drilling.” Results to date indicate that a significant upgrade to the resource could be delivered before the half year or into the third quarter. The company has also completed its lithium carbonate pilot plant, with its engineering team now focused on producing the first 5-10kg of lithium carbonate products, which will be sent to potential offtake partners for quality certification and product analysis. This will in turn enable the company to carry out advanced offtake discussions with that plant and turn the plant into a 250t continuous operation even as its constructs and develops evaporation ponds at site. “We are working towards those milestones in the near term, as well as advancing some of the other elements of our project including our bankable feasibility study, which we are on track to deliver a larger, commercial scale study by the end of this year,” Revelle added. -- Nara Kassam Dannika Warburton Evy Litopoulos #criticalminerals #PUR

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#ASXNews St Anne’s Mineral Resource Update Meeka Metals Limited is pleased to report a 60% increase in the St Anne’s Mineral Resource to 0.4Mt @ 3.1g/t Au for 40k ounces. •The open pit constrained grade of 3.1g/t Au increased 11% following the inclusion of shallow infill #drilling reported in the March 2024 quarter. •100% of the Mineral Resource is Indicated and is based on ~39,000m of drilling up to 1 April 2024. •St Anne’s is a shallow, high-grade deposit with no prior mining and remains open at depth with an interpreted southerly plunge. •The total Mineral Resource at the Murchison #Gold Project (MEK 100%) has increased to 1.23 million ounces @ 3.0 g/t Au. •Mineral Resource upgrades for Turnberry and Andy Well (last updated in 2017) will be released in the June 2024 quarter. •Murchison Gold Project development documentation was submitted in December 2023 with approvals expected in the June 2024 quarter. •The Murchison Gold Project Definitive Feasibility Study (DFS) is focussing on restarting the fully permitted Andy Well mill. The DFS is expected to require significantly less time and capital to restart operations in a high-gold price environment while allowing for future expansion. •Secured debt funding for the Murchison Gold Project is also progressing well and an update will be provided in the June 2024 quarter. Commenting on this update, #MEK’s Managing Director Tim Davidson said: “This resource update captures the strong infill drilling results from St Anne’s reported in the March 2024 quarter. It confirms the up-dip position and continuity of gold in the shallow oxide zone. It also shows an improved grade in the open pit Mineral Resource and provides immediate input into the DFS. The open pit constrained resource is 100% Indicated and available for inclusion in an updated Ore Reserve, further supporting the development ready status of the Murchison Gold Project”. See full announcement: https://bit.ly/3VWpcuZ #MeekaMetals #MiningNews #ASX

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Australian industrial sand mining company Mayur Resources has secured $155 million in funding to complete its Central Lime Project (CLP) in Papua New Guinea. NS Energy reported that funding structure combines $115 million in debt financing from Appian Capital Advisory with a $40 million equity investment from Vision Blue Resources. Appian's contribution includes a $70 million senior secured loan and royalty financing arrangement specifically designated to help the CLP achieve its base production capacity of 400,000 tonnes of quicklime annually. Additionally, a $22.2 million over-run facility and another $22.2 million allocated for potential expansion beyond base capacity provide flexibility for the project's future. Mayur's Managing Director, Paul Mulder stated “Today marks the key funding milestone in delivering the CLP, which will be a transformative development for Papua New Guinea’s landowners, central province, and the broader manufacturing sector. “Hundreds of new jobs, support service businesses, electricity, roads, education/health facilities are all part of the benefits that will be created for landowners, whom to date, have lacked such basic services and have been negatively impacted by isolation. Beyond its economic impact, the CLP is positioned to play a crucial role in the clean energy transition by supplying a key input for processing energy transition metals in the region. Construction of the CLP began in mid-2023, with a focus on wharf infrastructure. This early start allows for optimized logistics and a potentially shortened development schedule. Mayur also anticipates generating early revenue through the sale of raw limestone aggregate during construction. Appian Capital Advisory CEO and founder Michael Scherb said: “Appian is excited to partner with Mayur and Vision Blue on the Central Lime Project in Papua New Guinea. “CLP is a leading asset, set to produce low-cost lime products for metal processing, strategically located close to end markets in Australia and Asia. “The project will also play a pivotal role in highlighting foreign direct investment in png, supporting the country’s growing industrial sector. “This collaboration showcases the ongoing success of Appian’s dedicated credit and royalties offering, highlighting the significant value our team brings to the delivery of mining assets globally.”

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#ASXNews Commercialising resources to advance exploration targets Lefroy Exploration Ltd is pleased to provide an update on its recently completed air core #drilling program and ongoing targeting activities across its broader Lefroy #Gold Project. • The Company has engaged with multiple regional operators and prospective developers along its pathway to commercialise advanced gold resource projects within the broader Lefroy Gold Project. • Recent exploration has confirmed the compelling #exploration upside across the Company’s flagship Lefroy project. • New and emerging exploration targets at Wren, Carnilya South and the northern extensions of Havelock and Lucky Strike, with results including: o 16 m@ 0.27 g/t Au (from 36 m), in LEFA2219 at Wren Prospect • Multiple highly prospective shallow high-grade gold targets identified associated with structures over a 4km corridor extending from Neon to Burns North, with notable historical intersections including: o 2m@ 2.67 g/t Au (from 20m), in SAL0746 west of Neon o 7m @ 1.06 g/t Au (from 54m) in LEFD009 at Lovejoy o 2m @ 2.76 g/t Au (from 76m) in LEFR322 at Flanders; and o 7m @ 3.68 g/t Au (from 80m) in LEFR307 • Exploration at Coogee South due to recommence shortly (last explored in 2021) with shallow plunging gold targets representing a strong pathway to unlocking additional highgrade resources. #LEX CEO Graeme Gribbin, Commented: “We are focused on unlocking value for our shareholders across our tenure, with the dual strategic approach of discovery and commercialisation. “We are very pleased with the result of our air core drilling, with the identification of a significant number of areas for follow up. These new targets provide us with confidence in our pathway to discovering high grade resources.” See the full announcement: https://loom.ly/I_t6qhM #LefroyExploration #ASX #MiningNews

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I'm not really sure where to start with this....but i'll have a go to kick off a discussion 1. Surely there is no talking ones book here !?!?!?! 2. Reminds me of a call some while ago for Oil to reach $200/bbl by an analyst at a large bank ! 3. No mention of demand destruction/substitution ? 4. At $40,000/t copper (wins the prize for the highest forecast i have seen in my 35 year career) aluminium competes at up to $14,000/tonne ? 5. Demand WILL double in the time period (is it written or a given ?) 6. In year deficits are theoretical they cannot exist/persist if there are not stocks to draw down. There are not excess stocks in the system to be drawn down (Can be seen as bullish of course). 7. Current market price boost is being driven more by speculation than fundamentals but they are supportive given smelter maintenance and mine disruptions. Much uncertainty around global economic resilience which more defines demand than energy transition uses at this juncture

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🛎️🔁 Pursuit Minerals Ltd (ASX: #PUR) Managing Director, Aaron Revelle presentation at MarketTalk Natural Resources Matinee, 6 May 2024, Sydney. Pursuit is a lithium development company focused on its flagship Rio Grande Sur Lithium Brine Project in Salta, Argentina. Situated in the ‘Lithium Triangle’, which contains more than 50% of the estimated global lithium resources and 40% of current world production, Pursuit’s Rio Grande Sur Project hosts a maiden JORC Resource of 251.3kt at 351mg/Li. Pursuit is currently undertaking its Stage 1 drilling campaign targeting an upgrade of this resource. A key component of the Rio Grande Sur Project is the 250tpa Lithium Carbonate Pilot Plant which recently commenced operations and is focused on producing Lithium Carbonate on a small commercial scale in the near term. Hosted by ResolveIR, Investability IR Media Partner, Stockhead -- About Market Talk | Investor Relations and Media Collaborations MarketTalk is a collaborative Investor Relations (IR) initiative, designed to deliver the investment community with valuable insights and exclusive access to ASX-listed companies. Connecting investors with the companies that are shaping our economy and driving growth. Website: https://markettalk.au/ Watch the replay here: https://lnkd.in/grFuMR6E

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