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Coffee with SamsoAuthor: Samso
This is Coffee with Samso. Samso will have a coffee with someone about something that is interesting and from a different perspective in business. It is a simple coffee conversation with no formalisation of style. Language: en Genres: Business, Business News, Investing, News Contact email: Get it Feed URL: Get it iTunes ID: Get it |
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Tusker Minerals (ASX: TSK) – Building a Rutile Discovery Story in Cameroon & Malawi | Coffee with Samso
Episode 221
Saturday, 28 March, 2026
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 out early in the discussion is how much ground the company has covered — literally. The Cameroon portfolio has grown into something meaningful: The Central Rutile Project now sits at just under 9,000 km² Additional licences have been added to create a contiguous footprint Active exploration is ongoing across multiple targets This isn't a small exploration play anymore. When you start talking about this kind of landholding in a residual system, you are thinking in terms of province-scale potential. And that's really the angle here — not a single deposit, but the possibility of a new rutile province. I Samso Concluding Comments The Tusker Minerals Rutile is still an early-stage story, but it is progessing and the dust is settling and I feel the narrative is is clearer. You can see what Tusker is trying to build — a rutile-focused exploration play with scale in Cameroon and optional upside in Malawi. The infrastructure work in Cameroon is a big tick for me. That's not something you do if you're thinking short term. Zimba adds another layer. It's early, but it has the right signs. If that turns into something meaningful, it changes the story again. For now, this is about watching the results. If they start showing consistency, the market will catch up. Chapters 00:00 Start 02:21 Introduction to Tusker Minerals Limited 06:09 Cliff walking us through the latest ASX Release. 10:27 Can Tusker see any continuation of the mineralisation? 11:41 Is Malawi more a Titanium or a Rare Earth story? 12:42 How Do Tusker want potential investors to view its narrative ? 14:39 The Titanium Market 16:17 Is Graphite still a component of the business? 17:55 Is the recent hostilities in the Middle East affecting operations? 19:40 Any competition in Cameroon? 20:56 Where does Cliff see the future value creation coem from? 22:30 What thoughts of dissasters would keep Cliff awake at night? 24:05 Why would investors look at Tusker Resources? 26:02 What are the Capital market saying about the Titanium market? 28:05 A Good reporting standrad. 29:07 Conclusion
