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Coffee with Samso: Andromeda Metals - the halloysite and kaolin industry, myth and facts

Published: 10:14 14 Nov 2019 AEDT

Andromeda Metals Ltd - Coffee with Samso: Andromeda Metals - the halloysite and kaolin industry, myth and facts
Samso and Andromeda Metals’ James Marsh over coffee in Adelaide

In my opinion, Andromeda Metals Ltd (ASX:ADN) is one of those companies that has a story so simple the market can’t understand.

I spoke to James Marsh a few months ago after I published my article on their ‘clay’ business – A simple business in mining clay – Andromeda Metals Ltd (ASX:ADN).

In that conversation, I got my first insight into what could be driving the surge in the share price.

Interest in 'clay'

I was not sure why a 'clay' business could harvest all the market interest.

I have known about the clay story for a while as there are a lot of known kaolin resources in Western Australia. These resources have never been successful due to logistics.

James and I spoke for a while and we agreed to try and catch up for a Coffee with Samso one day.

Engaging conversation

Well, that day has happened in the beautiful city of Adelaide. The conversation was very engaging and we had the longest ever Coffee with Samso. 

This is a testament to how effective it is to get a story out with the Coffee with Samso format. 

It was one of the most interesting conversations as I learnt a lot from James and the kaolinite industry and how halloysite is positioned in this market.

What I can say is that Andromeda Metals has some very natural barriers to entry for new players. 

The company is very lucky to have someone who knows the end product market and at the same time have had over 30 years of experience with Halloysite.

I don’t think these parameters are easily replicated.

www.samso.com.au

Samso is primarily a consulting company that delivers digital information to the market in terms of creating organic content.
Samso simplifies your story to customers or investors. Samso creates organic content for you to engage your audience and BRAND yourself to them.
Samso provides bespoke research and presentation for clients to engage their customers or investors.
Organic content allows audiences to feel a real sense of sincerity when you share your business strategy, allowing your business to stand out among the sea of social media traffic.
Working with Proactive Group allows exposing our insights to over 1.2 million monthly unique views internationally.
Samso has nearly 30 years of experience in developing business ideas and concepts in the Australasian region.
Samso has worked primarily in the mineral resources industry, capital markets and corporate finance. Noel Ong is the founder of SAMSO.

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