ASX BRIEFS
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...
EPIMINDER LTD (ASX:EPI) - A New Standard For Epilepsy Monitoring
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ASX Investment Opportunity - Epiminder Ltd (ASX:EPI)
Seizure diaries ask people to remember the hardest moments of their lives, then clinicians are expected to make high-stakes treatment calls off that memory. That’s the gap Epiminder Limited wants to close, and we’re joined by CEO Rohan Hoare to explain how continuous long-term EEG monitoring could push epilepsy care towards objective evidence rather than best guesses.Â
Rohan breaks down what Epiminder actually builds: an implantable EEG device placed under the scalp, paired with a wearable, a companion phone, and a...
SENSEN NETWORKS LTD (ASX:SNS) - How Councils Use Cameras And Sensors To Automate Street Work
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ASX Investment Opportunity - SenSen Networks Ltd (ASX:SNS)
City streets generate endless problems that still get handled the old way: clipboards, call-outs, manual counts, and delayed reporting. We talk with Dr Subhash Challa, CEO of SenSen Networks, about a different approach: physical AI that uses cameras and sensors to automate labour-intensive city council monitoring in real time, turning everyday street activity into data councils can act on quickly.
We break down the latest momentum behind the business, including record Q1 cash receipts of $5.3 million and a record annual...
KGL RESOURCES LTD (ASX:KGL) - How KGL Moves Jervois From Plan To Construction
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ASX Investment Opportunity - KGL Resources Ltd (ASX:KGL)
A mining project can look great on paper and still fail on the basics: funding, timing, and execution. We sit down with Sam Strohmayr, CEO of KGL Resources, to unpack how the Jervois copper project in the Northern Territory moves past the point of promise and into real construction, with first copper concentrate targeted for early 2028.
We talk through the board’s Final Investment Decision and what had to be in place before KGL could confidently say “go”. Sam explains the pr...
VECTUS BIOSYSTEMS LTD (ASX:VBS) - A Drug That May Reverse Lung Scarring
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ASX Investment Opportunity - Vectus Biosystems Ltd (ASX:VBS)
Lung scarring that won’t stop, treatments that mostly slow the slide, and a median survival often measured in years, not decades, is why idiopathic pulmonary fibrosis (IPF) is one of the most urgent targets in respiratory medicine. We’re joined by Dr Tara Speranza, CEO and CTO of Vectus Biosystems, to explain why the company is putting VB0004 forward as its lead program and why the preclinical signals suggesting fibrosis reversal have caught the attention of clinicians and key opinion leaders.
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OVERWATCH TECHNOLOGIES LTD (ASX:OWL) - How Overwatch Turns Drones Into Maritime Intelligence
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ASX Investment Opportunity - Overwatch Technologies Ltd (ASX:OWL)
Australia and the Indo-Pacific are dealing with a hard truth: our oceans are vast, threats move fast, and traditional maritime surveillance is expensive to scale. We sit down with Oscar Leslie, Managing Director and co-founder of Overwatch Technologies Limited, to dig into how modern maritime domain awareness can be built with autonomous systems, AI-enabled surveillance, and smart sensor networks that spot what matters before a navy has to launch its most costly assets.
Oscar explains why Overwatch stays platform agnostic...
PIONEER CREDIT LTD (ASX:PNC) - Ethical Debt Recovery On The ASX
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ASX Investment Opportunity - Pioneer Credit Ltd (ASX:PNC)
A 245% jump in statutory profit doesn’t happen by accident, especially in a part of finance most people only hear about when things go wrong. We’re joined by Keith John, Managing Director of Pioneer Credit Limited, to explain how an ASX-listed debt purchaser can grow fast while keeping customer outcomes and compliance front and centre. If you’ve ever wondered how purchased debt portfolios work, why banks sell non-performing loans, and what “ethical recovery” looks like in practice, this chat lays it out cle...
CYCLOPHARM LTD (ASX:CYC) - Why Lung Imaging Guidelines Are Shifting Towards Technegas
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ASX Investment Opportunity - Cyclopharm Ltd (ASX:CYC)
China’s leading medical bodies have now named Technegas the preferred ventilation agent for pulmonary embolism imaging, and that single line has big implications. We sit down with Cyclopharm Managing Director and CEO James McBrayer to unpack what’s driving the sudden global alignment of clinical guidelines across the US, Europe, Australia and New Zealand, and China and why it’s rare for medical guidance to call out a brand by name.
We start with the fundamentals of Technegas lung imaging: how a...
MYECO GROUP LTD (ASX:MCO) - MyEco’s Three Growth Engines
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Council contracts don’t sound exciting until you realise they can change how millions of Australians deal with food waste every week. On this podcast, Marie de Perthuis, CEO of MyEco Group Limited, unpacks a refined growth strategy built to scale: council supply, national retail distribution, and product range expansion. If you follow ASX-listed sustainability businesses, this is a grounded look at how a “better for the planet” product becomes a repeat-purchase staple with real distribution behind it.
We talk through why each additional council win matters for compostable kitchen caddy liners...
FORTUNA METALS LTD (ASX:FUN) - What Happens When Critical Minerals Meet A Supply Crunch
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ASX Investment Opportunity - Fortuna Metals Ltd (ASX:FUN)
A world-scale rutile story doesn’t usually appear overnight, but Mkanda has moved at a pace that’s hard to ignore. We sit down with Tom Langley, CEO of Fortuna Metals, to trace how the Mkanda Rutile Graphite Project in Malawi jumped from acquisition to an inferred resource that ranks among the top contained rutile deposits globally, and why that speed is possible when mineralisation starts at surface and stays open.
We break down what makes Mkanda geologically different from many...
QBIOTICS LTD - QBiotics Cancer Injection Shows Strong Early Responses
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A cancer therapy discovered through Australian nature sounds like folklore until you hear the data and the strategy behind it. Andrew is joined by Ebru Davidson, interim CEO and Managing Director of QBiotics Limited, to unpack how an unlisted Brisbane biotech is building “partner-ready” clinical programs from its epoxy tigilianes platform.Â
We walk through tigilanol tiglate (TT), an intratumoural oncology drug candidate in phase two development, and what it means to report a 78% objective response rate in injected tumours in a refractory head and neck cancer trial. Ebru explains the clinical conte...
ALCHEMY RESOURCES LTD (ASX:ALY) Bryah Basin Iron Ore Breakthrough
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ASX Investment Opportunity - Alchemy Resources Ltd (ASX:ALY)
A junior explorer can’t do everything at once, so the smart ones pick their shots, partner early, and protect the balance sheet while they drill. That’s what we dig into with James Wilson, CEO of Alchemy Resources Limited, after a busy quarter across Western Australia and New South Wales that moves iron ore, copper-gold and gold assets forward while keeping funding front of mind.Â
We start with the Bryah Basin iron ore project, where Newcam Minerals exercises its optio...
AML3D LTD (ASX:AL3) - Record FY26 Results Show What Scales Next For AML3D
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ASX Investment Opportunity - AML3D Ltd (ASX:AL3)
A metal part fails on a ship, the clock starts ticking, and the supply chain suddenly matters more than the design. That’s the lens we bring to our chat with Sean Ebert, Managing Director and CEO of AML3D Limited, as we unpack how industrial-scale metal 3D printing is moving into real defence and infrastructure workflows, not just lab demos.
We talk through AML3D’s record FY26 result, including $12.5 million in revenue growth and the first half-year EBITDA prof...
GALE PACIFIC LTD (ASX:GAP) - GALE Pacific’s Turnaround Playbook
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ASX Investment Opportunity - GALE Pacific Ltd (ASX:GAP)
Revenue drops, yet EBITDA rises and the balance sheet flips to net cash. That’s the tension at the heart of our chat with Troy Mortleman, CEO of GALE Pacific Limited, the ASX-listed manufacturer behind innovative shade fabrics and technical textile solutions sold across Australia, New Zealand, the United States, Dubai and more than 40 countries.
We walk through how GALE Pacific lifts earnings quality on a smaller revenue base by tightening cost control, simplifying operations, and improving product and customer mi...
CHANGE FINANCIAL LTD (ASX:CCA) - How Change Financial Turns Payments As A Service Into Profit
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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
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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
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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
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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
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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
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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
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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
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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
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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.Â
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
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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
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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.Â
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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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.Â
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
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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
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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
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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
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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...