Coffee with Samso - A Gold Mining Story: Clasping Victory from the Jaws of Defeat.
Release Date: 02/16/2025
The Copper Is Hiding in the Minerals, Not the Assays — CSIRO's Tobias Schlegel on IOCG Vectoring
Coffee with Samso
Coffee with Samso — with Dr Tobias Schlegel, Senior Research Scientist, CSIRO We're back at Samso HQ at the University Club, on the UWA campus in Crawley, and this is a conversation that has been a few years in the making. I first came across Tobias Schlegel at an IOCG workshop in Adelaide. He was up the front talking about how these deposits actually form, and I remember thinking, I need to talk to that guy. It has taken two or three years, but here we are. Tobias is a Senior Research Scientist at CSIRO, where he has spent close to seven years, and he has been working on Iron Oxide Copper...
info_outline
The Discovery of the Challenger Gold Mine – Gawler Craton, South Australia
Coffee with Samso
There are discoveries that change a region's prospectivity forever. The Challenger Gold Mine in the Gawler Craton is one of them. In this episode of Coffee with Samso, I sat down with David Edgecombe, the geologist who was instrumental in the discovery of the Challenger Gold Deposit in outback South Australia. David is not simply a man who happened to drill a good hole. He is a geologist's geologist — one who understood the rocks, trusted the science, and applied a methodology that was, at the time, genuinely groundbreaking in this part of the world. At 1.2 million ounces of gold,...
info_outline
The Discovery of the Paris Silver Deposit
Coffee with Samso
Coffee with Samso – John Anderson and the Thinking Behind the Paris Silver Discovery There are mining discoveries, and then there are stories about why discoveries happen. The difference matters. In this episode of Coffee with Samso, I sat down with John Anderson, the geologist most closely associated with the discovery of the Paris Silver Deposit on South Australia’s Eyre Peninsula. John is not just another explorer who drilled a successful hole. He represents a generation of geologists who built discoveries through persistence, pattern recognition, and the willingness to...
info_outline
Echo IQ Limited – AI Diagnostics, Mayo Clinic & Hypergrowth
Coffee with Samso
Coffee with Samso – Echo IQ Limited: AI Diagnostics, Mayo Clinic & the Path to a Cardiovascular Platform A much awaited Coffee with Samso conversation with Dustin Haines from Echo IQ Limited (ASX: EIQ)is all about a clear investment narrative: this is not just an AI story, but a proven data-driven healthcare business building a scalable diagnostic platform anchored in real clinical need. The main business for Echo IQ is in the cardiovascular diagnostics space, using artificial intelligence to analyse echocardiograms and assist physicians in identifying complex conditions such as...
info_outline
Coffee with Samso – Iron Bear Resources Limited (ASX: IBR) – A Magnetite Story Positioned for Steel Decarbonisation
Coffee with Samso
A Magnetite Iron Ore Project Sitting Where the Market Is Going - Steel Decarbonisation In this episode of Coffee with Samso, we are having a conversation with Iron Bear Resources Limited again since May 2025. The business has progressed and we are now anticipating the release of the Pre Feasibility Study which will be the platform that begins the studies towards a Decision To Mine. As a shareholder of the company, these are exciting times as the path forward is all about creating the building blocks that will shape the valuation of the business. Currently at AUD $50M, this has got to be...
info_outline
OD6 Metals (ASX: OD6) – Quinn Fluorspar Project Nevada: US Critical Minerals Opportunity Explained
Coffee with Samso
In this episode of Coffee with Samso, Noel Ong sits down with OD6 Metals Limited Managing Director Brett Hazelden and Chief Technical Officer Dr. Darren Holden to unpack the company’s acquisition of the Quinn Fluorspar Project in Nevada, USA. The discussion centres on why OD6 has expanded beyond its rare earths and copper portfolio into fluorite (fluorspar), a critical mineral increasingly tied to global supply chain security. The project aligns with the United States’ push to secure domestic sources of key industrial inputs, particularly given its current reliance on imports and...
info_outline
Kaiser Reef Limited (ASX: KAU) – Henty Gold Mine Acquisition Driving Cash Flow and Growth
Coffee with Samso
Coffee with Samso - Episode 220 | Kaiser Reef Limited (ASX: KAU) | The University Club | Crawley | Western Australia There are moments in the ASX mining space where a transaction changes everything for a company. This Coffee with Samso conversation with Brad Valiukas from Kaiser Reef Limited is one of those moments. Filmed back at Samso HQ at the University of Western Australia, this discussion centres on what I described as an “overnight producer” story—driven by the acquisition of the Henty Gold Mine. And in many ways, that label fits. The “Overnight Producer” – What...
info_outline
Tusker Minerals (ASX: TSK) – Building a Rutile Discovery Story in Cameroon & Malawi | Coffee with Samso
Coffee with Samso
Coffee with Samso - Episode 221 | Tusker Minerals Limited (ASX: TSK) | Capetown - South Africa | Perth - Western Australia There are times when you revisit a story and it just feels different. This Coffee with Samso with Tusker Minerals Limited and CEO Cliff Fitzhenry is one of those moments. The last time we spoke in 2025, the narrative was still forming. This time around, you can see where things are heading. The conversation is not about ideas anymore. It’s about execution. It sis about the Tusker Minerals Rutile story. The Rutile Story Has Moved – And It’s Now About Scale What stood...
info_outline
Investigator Silver Limited (ASX: IVR) – Paris Silver Project Set to Ride the Silver Bull Market
Coffee with Samso
Coffee with Samso - Episode 218 | Investigator Silver (ASX: IVR) – Understanding the Leverage to Silver Through the Paris Project | Adelaide Markets | Adelaide | South Australia In this episode of Coffee with Samso, I had the opportunity to sit down with Lachlan Wallace, Managing Director of Investigator Silver Limited, to discuss what I would call a very timely story in the current commodities cycle. Silver has always been one of those metals that sits quietly in the background—until it doesn’t. When it moves, it tends to move quickly, and often, the market is not fully prepared...
info_outline
Coffee with Samso: Rosewood Titanium Discovery Could Be a Major South Australian Project
Coffee with Samso
In this episode of Coffee with Samso, Noel Ong sits down with the team from PTR Minerals Limited to discuss the discovery of the Rosewood Titanium Deposit in South Australia. This is a fascinating conversation with a team that carries strong exploration credentials, including members linked to the discovery of Prominent Hill. The discussion covers how PTR Minerals moved from its Petrotherm origins into minerals exploration, how the Rosewood discovery was made through field mapping and reinterpretation of historical data, and why this shallow high-grade titanium project may become a significant...
info_outlineCoffee with Samso Episode 200 is a David and Goliath story that could be a second chance for those investors who felt they missed out on past opportunities.
The Greatland Gold Plc (AIM: GGP) is the classic case of the need to understand the content of management and the technical aspects of a mineral resource project.
Like all investment partitioners, their main challenge is hearing fellow participants overlook the essential elements of comprehending and applying the principles of First Principal's business.
I have been in the industry since 1992, and over the past three decades, I've learnt that understanding the sector requires insights from a geologist's perspective, an investor's viewpoint, and those who influence the markets, such as stakeholders (brokers, major investors, and vendors of the company and projects).
It's crucial to gather wisdom from experienced individuals and recognise that no two operations, projects, mineral orebodies, or extraction methods are identical. This is evident in the many success stories that have emerged from so-called "unloved" and "impossible" projects that seemed doomed from the start.
The list of companies that have been created from these unloved "investment concepts" or the "too Small for Majors" are clearly exemplified recently by the following list below;
There are numerous others to include on that list, and the surprising fact is that ASX retail investors are slow to invest in these stocks. The issue for these investors is that by the time these stocks gain attention, the capital appreciation for their type of portfolio has decreased, leaving opportunities to institutions and more "sophisticated" investors seeking consistent income generation.
Why do I still see Greatland Gold Plc as a viable Proposition for the Retail Investor?
Firstly, they are largely unknown to the sector. Currently, they have an AUD $2B market capitalisation hidden on the London Stock Exchange AIM Market platform. If you click on that link, you will see the unimpressive on the London Stock Exchange. What is an AUD billion dollar company hidden in this nature?
The answer to that question is one of the first points I make in the Coffee with Samso with Shaun Day, the Managing Director of Greatland Gold. The company is an overnight success that has taken a decade of hard work and sweaty rattling of the tin to keep the doors from shutting.
This episode of Coffee with Samso is a perfect companion to our first story on Greatland Gold we published on July 2, 2022, entitled "The Havieron Gold - Copper Discovery in Patterson Range, Western Australia". That was now almost 3 years ago, and today, they are a fully fledged miner with the words "Undervalued- Underrated" written all over the story.
For those who felt that they have not caught a good investment in a raging bull gold market that seems to have no short-term end, especially in Australian dollars. This will have to be a must-see Coffee with Samso before you begin your process of DYOR.
I cannot emphasise the need to spend good quality time to DYOR for Greatland Gold, which is still not listed on the ASX. That will come in June, so better get your knee pads from Bunnings and start resorting to begging, as I am 100 percent sure there will be limited shares available to the common man when their IPO comes around.
Chapters:
01:28 Start
02:34 Who is Shaun Day?
03:45 How did Greatland buy back the assets?
05:39 Composition of the acquisition price paid by Greatland Gold.
07:34 Significance of Havieron being next to Telfer
09:04 Where is the uplift of Telfer and Havieron for Greatland Gold.
10:31 Reason for the cost of Telfer
13:14 An explanation to the concept of Vertical Ounce?
15:20 Breaking down the potential value of the Telfer Operations.
20:05 The size of the processing capabilities of the Telfer/Havieron Operations.
25:33 Thoughts on the future of mining costs
28:33 Hemi vs Havieron
31:17 What is the status of the ASX Listing ?
39:11 Tungsten deposit
46:57 Takeaway from the Greatland story
50:27 Closing remarks
52:15 Conclusion
About Shaun Day
Shaun is Managing Director of Greatland Gold plc. Shaun has over 25 years of experience in executive and commercial roles across mining, infrastructure and investment banking.
Prior to joining the Company, Shaun was Chief Financial Officer of Northern Star Resources Limited, an ASX100 company and a global-scale Australian gold producer.
Prior to this, Shaun was Chief Financial Officer of SGX-listed Sakari Resources Plc, which operated multiple mines ahead of its takeover. Shaun is a Non-executive Chairman of Blue Ocean Monitoring Limited and a member of the Senate of the University of Western Australia.
About Greatland Gold
Greatland’s operating asset is its 100%-owned Telfer gold-copper mine, one of Australia’s largest gold-copper mining complexes with significant established processing and infrastructure.
Greatland’s development asset is its 100% owned Havieron development project, a high-grade gold-copper deposit located 45km west of Telfer that will utilise the Telfer infrastructure to process Havieron ore.
In addition to Telfer and Havieron, Greatland holds interests in a significant exploration portfolio, the focus of which is the relatively underexplored surrounding Paterson Province. Ownership of the Telfer infrastructure greatly enhances the potential value of exploration success in Greatland’s Paterson exploration portfolio.
Strategy of Greatland Gold
Greatland aspires to become a profitable multi-mine resources company by focusing on the responsible and sustainable discovery, development, extraction, processing and sale of precious and base metals.
Greatland’s strategy to achieve this growth is built on four horizons:
-
Profitable operation of the Telfer gold-copper mine and pursuit of Telfer mine life extension;
-
Continued advancement of the world-class Havieron gold-copper project through to production;
-
Exploration to identify new precious and base metals deposits, with a focus on the Paterson Province surrounding Telfer; and
-
Disciplined assessment and, where compelling, pursuit of new investment and acquisition opportunities in the resources sector.
Greatland has assembled a highly experienced team that is committed to delivering our growth strategy. The senior team is supported by a Board with extensive expertise and experience in the global resources sector. Greatland’s leadership team has a track record of success and value creation for shareholders.