ASX BRIEFS

40 Episodes
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By: Andrew Musgrave

Welcome to 'ASX BRIEFS,' the definitive podcast for enthusiasts, investors, and professionals keen on staying ahead of the curve in the Australian Stock Exchange (ASX). Hosted by Andrew Musgrave, 'ASX BRIEFS' delves deep into the heart of Australia's financial markets, bringing you insightful conversations with the minds shaping the future of investing down under. Each episode, join Andrew as he interviews a diverse lineup of fund managers, executives, and industry insiders, offering you a unique blend of expert analysis, strategic insights, and the latest trends affecting the ASX. Whether you're a seasoned investor or just starting out, 'ASX BRIEFS...

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CHANGE FINANCIAL LTD (ASX:CCA) - How Change Financial Turns Payments As A Service Into Profit
Last Wednesday at 10:00 PM

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ASX Investment Opportunity - Change Financial Ltd (ASX:CCA)

Profit doesn’t arrive overnight in fintech, especially when you’re building the core infrastructure that other brands depend on. We’re joined by Tony Sheehan, CEO of Change Financial Limited, to break down the FY26 result and the operational choices that helped tip the company into profit after years of losses. We talk through the mechanics behind the numbers: sustained revenue growth, a stable fixed cost base, and why scaling card issuing volumes can materially lift margins as the platform matures.


NOVA EYE MEDICAL LTD (EYE) - Interventional Glaucoma Explained
Last Monday at 9:00 PM

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ASX Investment Opportunity - Nova Eye Medical Ltd (ASX:EYE)

One of the biggest surprises in eye health is how often cataracts and glaucoma overlap, and what that means for treatment choices. We’re joined by Tom Spurling, Managing Director of Nova Eye Medical, to unpack interventional glaucoma and the iTrack™ Advance platform, including why “treat earlier” can be a very different patient journey compared with years of glaucoma eye drops and the risks of waiting until the disease is severe.

We talk through how iTrack™ Advance can be performed...


MICHAEL HILL INTERNATIONAL LTD (MHJ) - The Next Steps For Sustainable Growth
09/03/2026

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ASX Investment Opportunity - Michael Hill International Ltd (ASX:MHJ)

Gold prices keep pushing higher, currencies swing, and consumer spending stays selective, yet Michael Hill International is finding ways to grow. We’re joined by CEO Jonathan Waecker to talk through why he calls FY26 the beginning of a turnaround, not the end, and what has to be true for the market to trust the next phase. We get specific on the levers behind the numbers: same store sales growth across markets, stronger EBIT, lower net debt, and the push for su...


CULPEO MINERALS LTD (CPO) - Two Fresh IP Targets At Fortuna And What Comes Next
09/01/2026

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ASX Investment Opportunity - Culpeo Minerals Ltd (ASX:CPO)

Two fresh IP anomalies, a four-kilometre copper-bearing structure, and a drill rig on the move across Chile, this chat is packed with near-term catalysts. We’re joined by Geoff McNamara, co-founder and Non-Executive Chair of Culpeo Minerals (ASX: CPO), to break down how a copper-focused explorer chooses targets that can realistically become an open-pit mine, not just an interesting hole on a map.

We start with Culpeo’s core strategy in Chile’s coastal cordillera, where infrastructure like roads, power and wa...


VALIANT GOLD LTD (VAL) - Restarting Comet And Growing Reedy In WA’s Murchison
08/26/2026

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A demerged gold company can look like “just another explorer” on day one, but the real story is whether it can execute like a developer. We’re joined by Brendan Tritton, Managing Director and CEO of Valiant Gold Limited, to talk through what’s changed since the separation from Westgold and why Valiant believes its brownfields gold projects in Western Australia’s Murchison region can support a near term production pathway.

We dig into the Comet restart in plain language: why Mako Mining is on site for dewatering and underground rehabilitation, what it me...


ARGENICA THERAPEUTICS LTD (AGN) - What A WHO Drug Name Means For Global Trials
08/25/2026

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A drug’s name can sound like a footnote, but it can be the key that unlocks global trust. We sit down with Dr Liz Dallimore, Managing Director and CEO of Argenica Therapeutics, to explain why the World Health Organization’s recognition of xaranetide (ARG-007) is a meaningful step as the company scales clinical and commercial engagement in neuroprotection.

From there, we get practical about what comes next: Argenica is finalising a late-stage clinical trial protocol in moderate to severe acute ischaemic stroke, and the approach is sharper than before. Liz walk...


ADVANCED BRAKING TECHNOLOGY LTD (ABV) - ABT Shows How Better Braking Lifts Safety And Margins
08/25/2026

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If a braking system can prevent incidents, cut maintenance, and even reduce emissions, why wouldn’t every mine be looking at it harder? We sit down again with Andrew Booth, Managing Director and CEO of Advanced Braking Technology (ASX: ABV), to unpack what’s driving the company’s momentum and where mining safety technology is heading next.

We talk through ABT’s safety-critical braking solutions designed and manufactured out of Western Australia, including the BrakeSAFE range built on its patented Sealed Integrated Braking System (SIBS). Andrew explains why mines across Australia, North Am...


MOUNT RIDLEY MINES LTD (MRD) - Rare Earth Breakthrough At Grass Patch
08/23/2026

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Supply chains are tightening, export rules are shifting, and suddenly the “hard” parts of critical minerals projects matter more than the hype. We’re joined by Allister Caird, Managing Director and CEO of Mount Ridley Mines Limited, to unpack what’s happening at the Grass Patch project near Esperance in Western Australia and why Mount Ridley is betting hard on metallurgy to unlock a full critical mineral basket.

We talk through Mount Ridley’s strategy at Grass Patch, including the exploration upside across a tenement package that is still largely untouched, plus the p...


BLACK CANYON LTD (BCA) - A High-Grade Manganese Seam Is Taking Shape In Western Australia
08/20/2026

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A manganese discovery that drills like a seam, sits near surface, and may produce a saleable concentrate with simple separation is the kind of story that can move fast on the ASX. We’re joined by Brendan Cummins, Managing Director of Black Canyon Limited, to break down what’s emerging at Wandanya in the Pilbara region of Western Australia and why the market is paying attention to this high-grade manganese and iron ore pairing. 

We talk through the drilling campaign and what a near-90% hit rate suggests about continuity, thickness, and minin...


HAZER GROUP LTD (HZR) - The Hazer Process Shows How Decarbonisation Can Scale Fast
08/17/2026

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Hydrogen is already everywhere in modern industry, but the hard part is making it clean, affordable and scalable without waiting for perfect conditions. We sit down with Glenn Corrie, Managing Director of Hazer Group Limited, to unpack how the proprietary Hazer Process aims to do exactly that: convert natural gas and other methane-rich gases into low emissions hydrogen while producing a valuable co-product, high quality graphite. It’s a practical decarbonisation conversation built for steel, ammonia, refining, power and other hard to abate sectors that can’t simply electrify overnight.

We dig...


OLYMPIO METALS LTD (OLY) - Why Bousquet And Jacknife Are Becoming The Company’s Core Growth Drivers
08/17/2026

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A single assay can spark attention, but patterns are what build conviction. We sit down with Sean Delaney, Managing Director of Olympio Metals Limited, to unpack how the company has evolved into a high grade-focused explorer chasing gold and silver across North America, and why its two key assets are starting to look like complementary growth engines rather than side quests. 

We start in Quebec at the Bousquet Gold Project on the Cadillac Break near Val-d’Or, where Olympio has already earned 51% and is working towards 80% through a staged earn-in that bal...


KLEVO REWARDS LTD (KLV) - Stablecoins To Credit Cards
08/12/2026

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A rewards business turning into a payments and credit platform is not a small pivot, and that’s exactly what we unpack with Alex Gold, CEO of Klevo Rewards Limited. We talk through how Klevo has evolved beyond loyalty into digital wallets, stablecoin payments, and card issuing, and why the Fly Wallet acquisition matters when you’re aiming to operate across multiple jurisdictions with real payments capability.

We also dig into the recent 14-day commercial trial of Klevo’s stablecoin transaction platform, including the headline US$1.22 million in gross revenue and, more i...


VINYL GROUP LTD (VNL) - Culture Meets Commerce At Vinyl Group
08/12/2026

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If you’ve ever wondered what a modern media business looks like when it’s built to sell outcomes, not just impressions, this chat with Josh Simons from Vinyl Group Limited (ASX: VNL) lays it out in plain language. We talk through how Vinyl is wiring together trusted cultural publishing brands with music technology platforms to “connect culture with commerce”, and why that strategy is changing the way advertisers and creators can work with a single network.

Josh breaks down the two halves of the business: Vinyl Media’s portfolio of recognizab...


RAIZ INVEST LTD (RZI) - From Pocket Change To $2.32 Billion Under Management
08/10/2026

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$5 is enough to start investing, but the real question is what happens after that first deposit. We’re joined by Craig Keary, CEO of Raiz Invest Limited, to break down how an ASX listed micro investing pioneer is evolving into a broader wealth platform built for everyday Australians and the habits that make investing feel doable in real life, not just in theory.

We dig into the numbers behind the momentum: active customers growing to more than 350,000, ARPU lifting year on year, and average account balances pushing higher as markets rise an...


QUICKFEE LTD (QFE) - QuickFee Explains Why Australia Is Surging While The US Resets For Integration
07/28/2026

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QuickFee is not trying to be everything to everyone. We’re talking about a focused ASX listed finance company that helps accounting and law firm clients pay fees on time, while giving those clients up to 12 months to repay. Founder and CEO Bruce Coombes joins us to explain how that simple working capital product translates into growth when distribution and partnerships click.

We dig into the quarter’s split story: strong momentum in Australia alongside a reset in the US. Bruce walks us through the lift in Australian finance total transaction valu...


FIRST GRAPHENE LIMITED (FGR) - Inside First Graphene’s Push Into Cement
07/27/2026

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China pours more cement than any other country on earth and even a tiny share of that market can reshape a small materials company’s future. We sit down with Michael Bell, CEO of First Graphene, to unpack what it really takes to commercialise graphene at scale, not in a lab, but in customer products that ship, perform, and reorder.

We start with the fundamentals: what graphene is, why it behaves differently across suppliers, and why First Graphene’s early decision to build manufacturing capacity in Western Australia now pays off. With...


NOXOPHARM LTD (NOX) - A New Immune System Discovery Could Change Drug Development
07/26/2026

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A single scientific insight can open up an entire pipeline, and that’s what makes this conversation with Noxopharm Limited so compelling. We’re joined by CEO Olivier Laczka to talk about Sofra™, the company’s RNA technology platform built on a breakthrough discovery about how the immune system triggers inflammation, developed alongside the Hudson Institute of Medical Research in Melbourne and published in a leading journal. If you care about where ASX biotech is heading, this is a clear look at how platform science turns into real drug programs.

We dig into...


4DMEDICAL LTD (4DX) - Reinventing Lung Imaging
07/22/2026

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A lung scan can do more than show a shadow on an image. We sit down with Dr Andreas Fouras, MD, CEO and founder of 4DMedical, to talk about the shift from “how the lung looks” to “how the lung works” and why functional lung imaging is becoming a commercial reality across Australia, Europe and the United States.

We dig into the binding agreement to acquire Austria’s contextflow and why an established Vienna-based team with existing insurance reimbursement contracts in Germany can beat a slow greenfield build. Andreas explains the uncomforta...


ANTEOTECH LTD (ADO) - AnteoTech’s Two-Track Chemistry
07/22/2026

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Six times lower capture antibody usage and faster activation sounds like a marketing claim until you unpack what it does to cost, workflow, and test performance. We sit down with Merrill Gray, Managing Director and CEO of AnteoTech Limited (ASX: ADO), to explain how AnteoTech’s chemical and materials science platform improves molecule-to-surface bonding and why that matters in modern immunoassays and precision diagnostics.

We walk through AnteoTech’s move into CLIA diagnostics, including the successful completion of an initial stage in a collaborative CLIA development program with a large global life...


IMUNEXUS THERAPEUTICS LTD - How Imunexus Builds Next-Gen Antibody Medicines
07/21/2026

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We’re joined by Philippa Lewis, Chair and CEO of Imunexus Therapeutics, to break down a protein engineering platform that aims to “turbocharge” existing biologics like monoclonal antibodies, enzyme therapies, and even cell therapies. The idea is modular: attach small human protein components that can add new targeting, adjust immune activity, extend half-life, or enable multi-pathway action, while keeping the parent drug’s core function and manufacturability intact. For anyone tracking biotech innovation and the ASX biotech IPO pipeline, this is a clear look at how platform companies try to build repeatable value.


EVERGOLD MINERALS LTD (EG1) - How Evergold Is Rewriting The Mount Monger Story
07/07/2026

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A single drill intercept can change the whole story, especially when it challenges the idea that a deposit should “pinch out” with depth. We’re joined by Tim Fraser, General Manager at Evergold Minerals Limited, to break down what’s happening at the Mount Monger gold project in Western Australia and why the latest result at Duchess of York (22 metres at 1.8 g/t gold) is such a meaningful confidence boost for the geological model and the next phase of drilling.

We talk through how Evergold’s understanding of Mount Monga has evolved af...


AML3D LTD (AL3) - Additive Manufacturing Is Moving From Prototype To Submarines
07/06/2026

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A defence supply chain crunch is forcing a rethink: what if you could manufacture certified metal parts closer to the shipyard, the depot, or even the operational edge, instead of waiting on long, fragile supplier queues? We sit down with Sean Ebert, CEO of AML3D Limited, to unpack how large-scale additive manufacturing and 3D metal printing are being put to work right now, not as a prototype, but as an operational capability.

We explore what AML3D actually does, from combining arc welding, metallurgical science, and software to produce industrial...


ALTERITY THERAPEUTICS LTD (ATH) - ATH434 And The Race To Treat MSA
07/01/2026

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MSA is rare, relentless, and too often diagnosed only after the most obvious neurological symptoms arrive. We’re joined by David Stamler, Managing Director and CEO of Alterity Therapeutics, to explain what multiple system atrophy can look like from the first vague signs through to rapid loss of mobility, and why symptomatic treatments leave such a large unmet need. 

We talk through the phase two signal for ATH434, including what “48% slowing” on the MSA rating scale could translate to in everyday life, from walking and balance to tasks like dressing and eating...


CALIX LTD (CXL) - How Calix Heats Heavy Industry Without The Emissions
06/30/2026

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Cement and steel making doesn't just burn fuel, CO₂ is also released as part of the process. That’s why industrial decarbonisation is so hard, and why a “just electrify it” slogan falls short once you get into kilns, furnaces, and process emissions. We’re joined by Phil Hodgson, Managing Director and CEO of Calix Limited, to break down an Australian-developed platform technology designed to change the way heavy industry heats and processes materials.

We talk through Calix’s core technology: an externally heated steel tube kiln that keeps combustion and process gase...


CLEANSPACE HOLDINGS LTD (CSX) - A Smarter PAPR For Real Work
06/25/2026

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Silica dust does not care about good intentions, and neither do regulators. We sit down with Gabrielle O’Carroll, CEO of Sydney-based CleanSpace Holdings Ltd, to unpack how respiratory protection is evolving as workplaces face tighter exposure limits, stronger enforcement, and rising expectations across mining, construction, quarrying and manufacturing.

We start with the core problem: workers are exposed to hazardous airborne particles every day, yet traditional protection can be uncomfortable, awkward, and inconsistent in real-world use. Gabrielle explains why CleanSpace designs powered air purifying respirators (PAPR) that people actually want to we...


INTELLIGENT MONITORING GROUP LTD (IMB) - How IMG Is Building A One-Stop Security Partner Across Australia And New Zealand
06/17/2026

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A security monitoring business doesn’t grow a $63.2m secured installation pipeline by accident, so we sat down with Dennison Hambling, Managing Director of Intelligent Monitoring Group (IMG), to understand what’s really driving the momentum. We talk candidly about why large enterprises across Australia and New Zealand are increasingly choosing a single national provider for electronic security, fire protection, and monitoring, and how IMG is rebuilding that “one trusted partner” position as the industry stays highly fragmented.

We dig into the numbers behind the story, including operating cash flow and what Den...


AIRTASKER LTD (ART) - Inside Airtasker’s Q3 Growth And The New Membership Play
05/26/2026

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A marketplace can tell you more about the economy than a headline number, especially when thousands of everyday jobs are priced in real time. We sit down with Tim Fung to break down Airtasker’s Q3 performance and what’s really driving momentum in Australia: rising job volumes, strong completion rates, and an uplift in average task prices that reflects both demand and the cost-of-living squeeze pushing more people to earn on-platform. We also talk candidly about what’s next as consumer sentiment darkens and interest rate settings start to bite.

From t...


MYECO LTD (MCO) - GRS Certified Recycling Meets The Supermarket Shelf
05/24/2026

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“Recycled” sounds simple until you ask one awkward question: what exactly was recycled to make this product? We’re joined by Marie De Perthuis, CEO of MyEco Group Limited, to talk about how sustainable packaging earns trust when greenwashing is everywhere and shoppers are time-poor at the shelf.

We get a clear view of MyEco Group’s model: a Melbourne-based brand with manufacturing and R&D capability that supports traceability from resin to finished goods. Marie explains why third-party certification (including GRS for post-consumer recycled materials) is more than a logo. It’s how...


SYNTARA LTD (SNT) - How Syntara Builds A Biotech Pipeline With Multiple Shots On Goal
05/22/2026

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A small ASX biotech can feel impossible to value until the data starts landing, and that’s exactly where Syntara is headed. We’re joined by CEO Gary Phillips to map out a tight run of clinical catalysts and the thinking behind a pipeline built around extracellular matrix dysfunction and amine oxidase chemistry, backed by specialist institutional investors and real in-house drug discovery.

We dig into Amsulostat, the lead program in myelofibrosis, and what positive FDA feedback actually means in practice: a clearer regulatory development pathway, a Phase 2B add-on design agai...


ORTHOCELL LTD (OCC) - How Remplir Makes Nerve Repair Simpler
05/20/2026

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A medical device can be brilliantly engineered and still fail for one simple reason: it never makes it from regulatory clearance to routine use in hospitals. We talk with Paul Anderson, CEO and Managing Director of Orthocell Limited, about how his team is trying to close that gap with a collagen-based regenerative medicine platform designed to support repair of bone, nerve and tendon injuries, and why their nerve product Remplir is now the commercial focus. 

We unpack the growth story behind recent revenue momentum, starting with a successful Australian launch where R...


SPACETALK LTD (SPA) - Can One Telco Customer Become A Whole Family?
05/19/2026

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A kids smartwatch can be a solid business. A family safety platform that telcos can deploy to millions of customers is a very different ambition, and that’s what we explore with Simon Crowther, CEO and Managing Director of Spacetalk Limited (ASX: SPA).

We start with the core product that built the Spacetalk brand: a kids safety smartwatch that gives parents peace of mind through location features and a locked-down contact experience, without social media or a browser. Then we move into the real strategic shift, away from being device-led and to...


FIREBIRD METALS LTD (FRB) - Australia Can Build A Non-China Battery Materials Alternative
05/14/2026

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The EV battery revolution isn’t just about who sells the most cars, it’s about who controls the materials that make batteries cheaper, safer, and easier to source. I’m joined by Ron Mitchell, CEO of Firebird Metals, to talk about a different kind of advantage: taking manganese concentrate and turning it into high value battery materials in a single integrated processing circuit, rather than shipping intermediates across a fragmented, multi-country supply chain. If you care about Australian critical minerals, battery materials, and the future of energy storage, this conversation is packed with p...


ROCKETDNA LTD (RKT) - Autonomous Drones In Mining
05/13/2026

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Mine sites are drowning in tasks that are repetitive, risky, and time-heavy, yet the real value sits on the other side of the work: clean data that helps people make faster calls. We chat with Chris Clark, Managing Director and CEO of RocketDNA Limited, about how AI-driven autonomous drones are taking on aerial surveying, security and surveillance, and asset inspection for Tier 1 mining customers across Australia and Africa and what that means when the output is trusted enough to drive day-to-day decisions.

We break down RocketDNA’s latest momentum, including revenue gr...


ONE CLICK GROUP LTD (1CG) - How One Click Group Builds A One Stop Financial Life Platform
05/12/2026

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A fintech business can grow fast, but growing efficiently is the real test. We sit down with Mark Waller, Managing Director of One Click Group Limited, for a clear update on how One Click Life is scaling as a financial life admin app for Australians. Mark walks us through the company’s FY2025 performance, including record revenue of $6.1 million and its first underlying EBITDA profit, and why that profitability milestone changes what’s possible when it comes to funding marketing and expanding the product suite.

We also get practical about the oper...


GREENTECH METALS LTD (GRE) - A Historic Reef And Mine Data Could Re-Rate GreenTech Metals
05/10/2026

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A thin, high-grade reef can be impressive on paper, but it can also be hard to mine at scale. That’s why we sit down with GreenTech Metals CEO James Rattenbury to talk about a different way to view the Munni Munni platinum group metals system in Western Australia’s West Pilbara: not just the reef, but the wider mineralised zones around it that bring copper and nickel into the story.

We walk through what Green Tech Metals is building across a dominant regional footprint, anchored by two projects only about 10 kilo...


IMPACT MINERALS LTD (IPT) - High-Purity Alumina And The Tech Supply Chain
05/08/2026

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One obscure material is quietly doing heavy lifting across the modern economy: high purity alumina (HPA). From LED lighting to semiconductor manufacturing to the thermal management challenges inside fast-growing data centres, HPA shows up where heat and chemical stability can’t be left to chance. We sit down with Dr Mike Jones, Managing Director of Impact Minerals, to break down what HPA actually is, why it often becomes artificial sapphire, and why demand growth is catching investors’ attention.

We then move from the big picture to the execution plan at the Lake...


BRAZILIAN CRITICAL MINERALS LTD (BCM) - BCM’s Ema Project Explained From Giant Clay Resource To Low Cost In Situ Recovery
05/05/2026

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A rare earth project that aims to get to production without crushers, grinding circuits, or a high-cost processing maze gets our attention fast. We sit down again with Andrew Reid, Managing Director of Brazilian Critical Minerals (ASX: BCM), to unpack the Ema ionic adsorption clay deposit in Brazil and why in situ recovery (ISR) could be a genuine cost and schedule advantage for a new Western rare earth supply source.

We walk through the latest drilling at Ema and what it says about scale and consistency, alongside the updated mineral resource...


OPTISCAN IMAGING LTD (OIL) - Real-Time Digital Pathology From A Pen-Sized Scanner
05/03/2026

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A pen-sized microscope that can see living tissue in real time sounds like science fiction, but it’s exactly what Optiscan Imaging Limited is building. We welcome back Dr Camile Farah to talk through the company’s confocal laser endomicroscopy platform and why real-time digital pathology could change the way surgery, cancer care, and veterinary medicine make decisions at the point of care.

We dig into Optiscan’s latest regulatory milestone: the US FDA dossier submission for InSpecta®, a portable veterinary imaging device designed for clinic and field use. Camile explains why the...


FIREBRICK PHARMA LTD (FRE) - Indonesia’s Approval Signals A Commercial Turning Point For Firebrick Pharma
04/29/2026

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A product can be ready for the world and still be held back by one thing: how regulators choose to classify it. We sit down again with Dr Peter Molloy, Executive Chairman of Firebrick Pharma, to unpack the company’s shift from R&D to commercial execution and why a single regulatory milestone in Indonesia changes the scale of the Nasodine opportunity.

Peter walks us through the origin story that starts with Betadine and leads to Nasodine, a povidone-iodine nasal spray designed to target the viral cause of the common cold us...


RADIOPHARM THERANOSTICS LTD (RAD) - When Earlier Detection Becomes Better Survival
04/27/2026

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A scan that finds brain metastases earlier could change the whole treatment timeline, and that is exactly what we dig into with Riccardo Canevari, CEO and Managing Director of Radiopharm Theranostics. We walk through how a clinical-stage ASX biopharmaceutical company designs radiopharmaceuticals for oncology, and why “theranostics” is more than a buzzword when patients need faster, clearer answers. 

Riccardo breaks down the company’s two-platform approach: small molecules for imaging that can penetrate tissue and light up tiny tumours, and larger antibody-based therapies that stay in the body long enough to deliver...