Red Leaf Securities

Can AI get smarter while using less power?


On this episode of the Red Leaf Podcast, John Athanasiou speaks with BrainChip (BRN) CEO Sean Hehir about taking AI out of the data centre and onto everyday devices.


We explore the technology, the path from licensing deals to royalties, what Sequora brings to the business, and the milestones investors should watch next.


A big thank you to Bennett’s Lane, Melbourne CBD, for hosting us—a co-working space with full office facilities and even a gym!


Disclaimer: General information only...

What can AI spot at a supermarket checkout that people miss—and how valuable could that be to retailers around the world?


Today on the Red Leaf Podcast, we’re joined by Joel Rappolt, CEO of RocketBoots, listed on the ASX under code ROC.


RocketBoots uses AI to analyse video, helping retailers detect losses and make smarter decisions in their stores. Now, a major global rollout—with a contract worth around A$9.1 million a year once fully deployed—could change the scale of the business.


We’ll explore how the technology works, wha...

Is the Turnaround Finally Here? | Australian Vintage CEO Tom Dusseldorp


Australian Vintage (AVG) has endured a difficult few years — but are we finally seeing the beginning of a turnaround?


Following the company's latest results, Red Leaf Securities CEO John Athanasiou sits down with Australian Vintage CEO Tom Dusseldorp to discuss what has changed, whether the worst is behind the business, and why investors should take another look at AVG.


They discuss debt and the balance sheet, changing drinking habits, the future of the wine industry, product innovation, dividends, growth opportunities and wh...

Welcome to the Red Leaf Securities Podcast.


Today we're joined by Christopher Clark, Chief Executive Officer and Managing Director of RocketDNA (ASX: RKT), a company rapidly evolving from a commercial drone operator into a technology business focused on software, automation and AI-driven data solutions for the global mining industry.


RocketDNA has delivered consecutive quarters of positive operating cash flow, built a substantial pipeline of pre-booked drone missions, and is developing strategic software partnerships that could significantly expand its global reach.


In this episode, we'll discuss the company's transition to higher-margin recurring...

Welcome to the Red Leaf Securities Podcast. I'm John Athanasiou, CEO of Red Leaf Securities.

Today we're joined by Mohan Jesudason, Managing Director of X2M Connect Limited (ASX: X2M), a company that has undergone a significant transformation from a smart city technology provider to an emerging AI infrastructure business.

With artificial intelligence driving unprecedented demand for high-quality data, data centres and digital infrastructure, X2M is positioning itself at the intersection of these powerful long-term trends. We'll discuss the company's strategic pivot, its expansion into Australian data centres, the strength of its South Korean...

Inside DXN Ltd’s 100%+ AI Surge | Shalini Lagrutta


When DXN Limited announced its recent AI data centre contract, shares didn't just climb - they exploded intraday by several hundred percent. But what happens after the initial smoke clears?
In this episode of the Red Leaf Securities Podcast, we sit down with Shalini Lagrutta (CEO & Managing Director at DXN Limited) to ask the hard questions every investor wants answered:
What drove the massive market reaction?
How sustainable is this AI-fueled momentum?
What is the long-term vision for DXN's data centre pipeline?


Di...

Today on the Red Leaf Podcast, we’re joined by Brendan Malone CEO of Raiz Investment (RZI).
Raiz Investment is one of Australia’s best-known digital wealth platforms, starting out as a simple micro-investing app built around round-ups and evolving into a much broader investment ecosystem. Today, it manages over $2 billion in funds under management and serves more than 300,000 active customers.

We’ll dig into how that journey has unfolded — from product-market fit and shifting customer behaviour, through to increasing competition from banks, brokers, and ETF platforms, and what really differentiates Raiz in an increasingly crowded low-cost investin...

Welcome to the Red Leaf Securities podcast.


Today we’re joined by Dr Stuart Gunzburg, CSO and Executive Director of EVE Health Group. Stuart sits at the intersection of science, clinical development, and capital markets, helping guide EVE’s strategy as it targets large, patent-expiry pharmaceutical markets through reformulated therapies and telehealth-enabled distribution.


In this conversation, we explore the science and commercial pathway behind EVE’s lead products Libbo® and Dyspro™, the realities of clinical adoption in a competitive prescribing environment, and the regulatory and execution risks that matter most. We also unpack how telehealt...

Welcome to the Red Leaf Securities Podcast.

In this episode we’re joined by Tom Wickenden, Investment Strategist at BetaShares, to discuss the BetaShares S&P/ASX Australian Technology ETF, which tracks the S&P/ASX All Technology Index and provides exposure to Australia’s leading ASX-listed technology companies.

We discuss what an ETF is, how investors use them to gain exposure to sectors like technology, and where Tom believes the Australian tech sector could be heading, particularly as investors weigh both the opportunities and risks around AI.

🎧 Let’s get into the conversation.

Welcome back to another episode of The Red Leaf Podcast — where we dive deep into the stories behind Australia’s most dynamic companies and the leaders shaping their futures. I’m your host, and today we’ve got a special guest joining us to unpack one of the most intriguing biotech names on the ASX.

Jason Hine is the Executive Director and Chief Operating Officer of Bioxyne Limited, listed on the ASX as BXN — a company focused on advancing evidence-based wellness solutions and unlocking scientific value from natural biopolymers. With over three decades of leadership experience across operations, commercial...

Welcome to the first Red Leaf Securities Podcast of 2026, and we’re kicking off the year with a major name in the global medicinal cannabis industry.

Joining us today is Paul Long, CEO of Little Green Pharma (ASX:LGP) — a company that has firmly positioned itself as one of the leading pure-play medicinal cannabis producers globally.

Little Green Pharma has been at the forefront of industry consolidation, most notably with its proposed acquisition of Cannatrek, a transaction that would create one of the largest vertically integrated medicinal cannabis platforms across Australia and Europe. With Europe’s larges...

Welcome to the Red Leaf Podcast. I’m John Athanasiou.

Today, I’m speaking with Josh Simons, the CEO of Vinyl Group, a company at the intersection of music, media, and technology. Vinyl has built a unique ecosystem combining premium media brands like Rolling Stone and Variety with tech platforms such as Vampr, Jaxsta, and Vinyl.com. Together, these divisions reach millions of fans and creators worldwide.

I recently spoke with Richard White from WiseTech, who described his investment in Vinyl as a “big bet.” Today, we’ll explore that bet with Josh, diving into Vinyl’s path to pr...

Today, we’re diving into the cutting-edge world of cybersecurity and cloud technology with Danny Maher, CEO of FirstWave Cloud Technology (ASX: FCT). FirstWave is helping thousands of organisations worldwide—big and small—protect their networks and manage complex IT systems. They’ve even got NASA on their client list!

In this episode, we’ll explore FirstWave’s growth plans, how they’re unlocking value from a massive 150,000-organisation user base, and what makes their software stand out in a highly competitive market.

Danny Maher, welcome to the podcast!

Disclaimer: This podcast is for educational pu...

Today on the Red Leaf Securities Podcast, we’re joined by Richard White, Founder and Executive Chair of WiseTech, along with Zubin Appoo, who has been selected as the company’s new CEO. In this episode, we’ll dive into WiseTech’s FY25 results, discuss the leadership transition, and explore the company’s latest acquisition.
Richard, Zubin, it’s great to have you both on the show!

Become a supporter of this podcast: https://www.spreaker.com/podcast/red-leaf-securities--6387900/support.

Welcome to the Red Leaf Securities Podcast. In this episode, we sit down with Richard White, Founder and Chair of WiseTech Global Ltd (WTC), to discuss his investment in Vinyl Group Ltd (VNL) – the only music media and technology company listed on the ASX. If you’re curious about why Richard has become the largest shareholder in Vinyl Group, this is an episode you won’t want to miss.
Richard, it’s great to have you on the show.

Disclaimer: This is for informational purposes only and is not investment advice.

Become a supporter of this pod...

Today on the Red Leaf Podcast, we’re thrilled to welcome Demetrios Christou, the Interim CEO of DigitalX Limited, an Australian digital investment manager focused on Bitcoin and innovative digital assets. Demetrios stepped into the CEO role in March 2025, after serving as DigitalX’s General Manager of Finance, bringing extensive experience in corporate finance and digital asset strategy.
Under his leadership, DigitalX has been driving its Bitcoin-first strategy, expanding institutional offerings, and securing significant strategic investments. Today, we’ll dive into his vision for the company, the opportunities he sees in the digital asset space, and how DigitalX is naviga...

Today on the podcast, we're joined by Daniel Lai, the CEO and founder of Archtis Limited—an Australian cybersecurity company helping governments and enterprises protect and share their most sensitive information. With a deep background in both public sector IT and tech innovation, Daniel has led Archtis from its Canberra roots to an international footprint. We’ll be talking strategy, security, and the future of data protection—but just a reminder to listeners: this conversation is for informational purposes only and is not financial advice.

Daniel, great to have you on the show!

Become a supporter of thi...

Welcome to the Excite Technology Services (ASX:EXT) investor presentation. Today we’re joined by CEO Bryan Saba to explore how Excite — a specialist in cybersecurity and digital forensics — is building a strong presence across government, defence, and critical infrastructure.

We’ll discuss their strategic pivot toward organic growth, the expansion of the Nangu Tactical Centre, and how the company is positioning itself for long-term, scalable profitability in an increasingly cyber-driven world. Let’s get into it.

Become a supporter of this podcast: https://www.spreaker.com/podcast/red-leaf-securities--6387900/support.

Welcome to the latest Red Leaf Securities podcast — where we speak with the leaders shaping Australia’s next generation of listed companies.

Today, we’re joined by Yoav Amitai, CEO of Elsight (ASX:ELS), a company pioneering secure, real-time connectivity for autonomous systems and mission-critical operations. Their flagship solution, Halo, is quickly becoming the connectivity backbone for drones, autonomous vehicles, and defence applications around the world.

Under Yoav’s leadership, Elsight has transitioned from a deep tech R&D phase to commercial execution — forming key partnerships across defence, logistics, and smart mobility, and solving one of the most c...

Welcome back to the Red Leaf Securities Podcast. We’re speaking with Brad Valiukas, Executive Director of Kaiser Reef Limited — ASX code KAU. Brad is a highly experienced mining executive with over 20 years in the industry, leading operations and development across some of Australia's most prominent gold assets.

Kaiser Reef has been making headlines with its high-grade gold operations in Victoria, including the A1 underground mine and the Maldon processing plant. We’ll be discussing the company’s strategy, recent milestones, and how it’s navigating the current gold market environment.
As always, a quick reminder — this podcast is f...

Welcome, everyone, to a special edition of the podcast. Normally, we focus on interviewing CEOs of ASX-listed companies, but given the current market turbulence, we wanted to bring in a guest with deep insights into global trade and diplomacy.

Over the past week, Trump’s so-called 'Liberation Day' tariffs have sent shockwaves through global markets, rattling investors and forcing world leaders to reconsider their economic strategies. With tensions rising and uncertainty gripping markets, who better to help us unpack these developments than someone who’s navigated U.S.-Australia relations at the highest level?

Joining us toda...

Today, we’re joined by Stephen Kowal, CEO of Atturra Limited (ASX: ATA) — a rapidly growing IT services and consulting firm that’s making waves in digital transformation. Under Stephen’s leadership, Atturra has expanded both organically and through strategic acquisitions, including its recent move into the US market.

In this conversation, we’ll dive into Atturra’s core business, its approach to acquisitions, and how it helps organizations harness the power of data—especially in the AI era. We’ll also discuss its strong recurring revenue model and what sets the company apart in the competitive IT landscape.
...

Welcome back to the Red Leaf Podcast!

Today, we’re exploring the future of AI-powered communications with a company making serious moves in the space.

Joining us is Paul Ostergaard, the CEO of Norwood Systems (ASX:NOR) — a leader in AI-driven voice and messaging solutions. Norwood has been gaining attention for its cutting-edge technology and, most recently, for its exciting deal with Optus, which we’ll be discussing in detail today.

A quick reminder before we dive in — this conversation is for informational purposes only and is not personal financial advice. Always do your own rese...

Joining me today is Anoushka Gungadin, CEO of HeraMed Limited (ASX: HMD), a company at the forefront of digital healthcare innovation. HeraMed is making waves in the remote pregnancy monitoring space, and with its recent partnership announcement with Garmin, there’s significant potential upside for the company.

We'll be diving into what this collaboration means, HMD’s broader growth strategy, and the future of digital maternal health.

As always, this is not financial advice—please do your own research and consult a licensed financial professional before making any investment decisions. Now, let’s get into it!

Joining me today is a true veteran of the Australian investment landscape—Robert Millner, Chairman of Washington H. Soul Pattinson (SOL). Robert has played a key role in shaping one of Australia’s most successful and diversified investment houses, overseeing long-term wealth creation across industries ranging from resources and telecommunications to property and pharmaceuticals.

I’m thrilled to have Robert back on the podcast to share his insights on Soul Pattinson’s investment strategy, how the company navigates market cycles, and where he sees opportunity in the current environment.

Robert, thanks for joining us again—it's always a p...

Joining me today is Keith Cullen, CEO of WT Financial Group Limited (ASX: WTL), one of the few small-cap companies on the ASX that pays a dividend. We'll be discussing the company’s strategy, growth plans, and what sets WTL apart in the financial services space.

As always, this is not financial advice—please do your own research and speak with a licensed financial advisor before making any investment decisions.

Become a supporter of this podcast: https://www.spreaker.com/podcast/red-leaf-securities--6387900/support.

Welcome to our first podcast of 2025!

We’re kicking off the year with one of the hottest topics—AI—and a company making waves in this space and on the ASX, Live Verdure Ltd (ASX: LV1).

Joining us today is David Brudenell, Executive Chairman of LV1, to discuss the company’s future direction, including the exciting upside potential of their majority-owned AI business, Decidr.

Just a quick reminder—nothing in this discussion is financial advice. Always do your own research and speak to your investment advisor before making any decisions.
With that said, let’s dive...

Welcome back, everyone, to Red Leaf podcast! Today, I’m thrilled to have a very special guest joining us—Grant Straker, the CEO and Co-founder of Straker Ltd, listed on the ASX under the ticker STG.
Straker Ltd has been making waves in the tech and language services space, and it’s no secret that I’ve been watching this company closely. In fact, I’m calling Straker my stock pick for 2025!
But, before we dive in, let me be clear—this is not financial advice. Our discussion today is purely for general information and to help you learn more a...

Welcome back to the Red Leaf podcast! Today, we’re diving into the world of fintech with a very special guest. Joining us is Brendan Malone, CEO of Raiz Invest, a company listed on the ASX under the ticker RZI. Raiz is known for its innovative micro-investing platform that makes investing accessible for everyday Australians.
Brendan will share insights into the company’s vision, recent growth, and the exciting opportunities they see in the rapidly evolving fintech landscape. Please remember, as always, that the discussion is for informational purposes only and should not be considered financial advice. Always do your...

Welcome to our latest podcast! Today, we’re excited to bring you a conversation with Zach Riaz, Investment Manager at Banyan Tree. While Zach might still be flying under the radar for some, his sharp eye for market opportunities speaks volumes—he nailed the stock of the year, Findi Ltd (ASX: FND), which surged by over 900% in 2024! We’ll uncover how he spotted this standout performer, discuss the trends shaping the market, and—most importantly—reveal his top stock pick for 2025.
Remember, this podcast is for informational purposes only and not investment advice. Tune in—you won’t want to miss Zach’s...

Today, we’re thrilled to welcome Justus Hammer, the CEO and co-founder of Mad Paws, to the podcast. Under his leadership, Mad Paws has grown into one of Australia’s leading platforms for pet services, connecting pet owners with trusted pet sitters, walkers, and more.
Justus is a seasoned entrepreneur with a proven track record in building successful businesses, and today, he’ll share insights into Mad Paws' journey, the challenges of scaling in the pet care industry, and the exciting opportunities ahead.

Just a quick reminder: this conversation is for informational and educational purposes only. It’s not fi...

Welcome to today’s episode, where we explore the innovative companies shaping tomorrow’s economy. Joining us is Matthew Barrie, the CEO of Freelancer Limited, listed on the ASX under the ticker FLN. Freelancer is a global marketplace connecting businesses with freelancers, tapping into the growing gig economy and remote work trends.
We’re thrilled to have Matthew share his insights into Freelancer’s journey, its growth strategy, and the company’s potential to capitalize on emerging market opportunities.

Before we dive in, we’d like to remind our listeners that this podcast is for informational purposes only and doe...

Welcome to our latest podcast! Today, we’re thrilled to bring you an exclusive conversation with Lee Rodne, Executive Chairman of LTR Pharma (ASX:LTP). In this episode, Lee delves into the company’s innovative SPONTAN product, a nasal spray developed to treat erectile dysfunction quickly and effectively. We’ll discuss LTR Pharma’s vision for advancing biotech solutions, as well as the challenges and opportunities that lie ahead. Whether you're a current investor or just curious about emerging biotech innovations, this discussion offers a closer look at SPONTAN and the company’s potential future. Please remember, however, that this conversati...

Curious about potential growth stocks? Don’t miss our insightful conversation with Tinybeans Group CEO, Zsofi Paterson, where we dive into the company’s vision and strategy. Tinybeans Group (TNY), a leading platform for families, is on the rise with a unique niche in the parenting tech space. In this vlog, you'll discover why TNY could be a smart investment opportunity, backed by strong market trends and a growing user base.

Whether you’re a current shareholder or exploring new investment opportunities, this is a must-watch! Zsofi, thanks for your time.

(note this is not financial advice...