Terrain Minerals Limited (ASX: TMX) - A Mineral Explorer with Gallium in Its Sights
Release Date: 05/28/2024
Coffee with Samso – Pioneer Minerals and the Search for America’s Next Tungsten System
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Coffee with Samso: Carbonatites, Niobium, and the Birth of a New Province – A Conversation with Jon Hronsky.
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Coffee with Samso | Episode 209 | UWA Club, Crawley, Western Australia In this latest episode of Coffee with Samso, I reconnect with exploration legend Jon Hronsky to unpack one of the most significant emerging geological stories in Australia: the Westrunter carbonatite province. This conversation builds on John's recent presentation at the AIG’s event and dives deep into how Encounter Resources Limited (ASX: ENR) has methodically uncovered what may become a globally significant carbonatite-hosted niobium and rare earth element (REE) district in remote Western Australia. From big...
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Coffee with Samso - An Emerging Gold Mining Story | Horizon Minerals Limited (ASX : HRZ)
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Coffee with Samso Episode 207 is all about a company that is feeling left behind in the midst of a unprecedented gold price rush. Gold miners, the producing companies on the ASX, are all buoyant and experiencing an emotional high on valuation. Shareholders are in a state of euphoria but in the rush, there are always some hidden value. The hidden value that is typically brushed aside by the juggernaut of cash producing gold miners speeding past the sights of investors. The big question that this episode of Coffee With Samso is addressing is whether Horizon Minerals Limited is that hidden...
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Coffee with Samso - Miramar Resources Limited (ASX:M2R) - A Perfectly Valued Gold Story - The Gidji Gold Project and the Path to being a Gold Mining Business.
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info_outlineSamso Insight Episode 118 is with Justin Virgin, Executive Director of Terrain Minerals Limited (ASX: TMX)
Commodity pricing has a history for being volatile and it is especially susceptible to sovereign risks. The ups and downs of the mineral resources sector on the ASX is a direct reflection of the volatile commodity chart. Pricing of commodities are constantly evolving and retreating which makes the fortunes of ASX companies in this sector exciting and depressing, depending on which the investor's circumstances.
In this episode of Samso Insights, we look at Terrain Minerals Limited (ASX: TMX). We speak with Justin Virgin who is the Executive Director of the company. I came across Terrain Minerals at the 2024 RIU Conference in Sydney. What looked like a non-descript booth became an interesting proposition when we Justin explained to me the different views on their projects.
Terrain Minerals main story is the potential for a Gallium player who has been flying under the radar. The Gallium sector is small but lucrative. Figure 1 below highlight the bullish nature of the pricing and it is forecast to continue on that trend in years to come.
Figure 1: Gallium price chart. (Source: https://strategicmetalsinvest.com/gallium-prices/)
From an exploration point of view, the projects that Terrain have a grassroots and there is no hiding form the fact that there is a lot of work to do and there are also a lot of room for error. Investors who look at Terrain from rom a valuation point of view and measuring risk as from that angle will like the market capitalisation of the company.
Check out the Samso Insight conversation with Justin and make your own decision.
Samso's Conclusion
Terrain Minerals is one of those companies that you literally take a "punt". Personally, I like the Gallium but I don't know what is good and what is bad in terms of numbers. At the time of writing this blog, the company has released the results from their latest drilling. The numbers for the REE look ok but not mind blowing but I do not know how to comment on the Gallium numbers.
This would be a great opportunity for readers to give Justin a call and get it from the man himself.
Chapters:
00:00 Start
00:20 Introduction
00:50 Justin introduce Terrain
02:38 The Gallium Story
03:58 What Kind of results are expected?
05:10 Is Saltbush the main project?
06:48 The Terrain Minerals Projects
09:14 Why Terrain Minerals?
10:30 Conclusion