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Send us Fan MailMine 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 growth and the milestone of first positive operating cash flow, and why management keeps coming back to recurring revenue as the foundation for a scalable ASX microcap business. Chris explains how the xBot® solution brings together autonomous drone hardware, remote operations, and two key software layers: the SiteTube visualisation platform and Skylink®, RocketDNA’s proprietary operating system for managing autonomous drone fleets at enterprise level.Skylink® is where the conversation gets practical: access control, scheduling, demand planning, maintenance oversight, and the jump from running a handful of drones to operating fleets across multiple sites. We also dig into the leading indicators that show whether a platform is becoming “sticky” including flight mission growth and active software users and why land-and-expand economics can beat constant greenfield chasing when customers keep ordering more units to meet demand.If you care about autonomous drone technology, mining digitisation, and the shift from hardware projects to software-backed recurring revenue, this one is for you. Subscribe, share it with a mate in resources or tech, and leave us a review, then tell us: where do you think autonomous drones deliver the biggest productivity win first?

Send us Fan MailA 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 operating model: how One Click keeps fixed operating costs largely steady while the user base climbs, and how a shift toward organic growth channels is lowering user acquisition costs. Mark explains what’s driving engagement outside the traditional tax season, and why adding more services creates multiple paths to market instead of relying on a single product cycle. If you follow ASX fintech stocks, unit economics, or scalable software platforms, there’s plenty here to consider.From there we explore product expansion across online tax returns, wills, insurance, lending, and the Little Money cash advance product, designed to meet year round demand for short term liquidity. We also unpack One Click Super, built and awaiting trustee approval, with a focus on helping younger users consolidate and manage superannuation in one place. To finish, Mark shares what success looks like through 2026 from both a shareholder and customer lens, and how automation and API integration help deliver a smoother experience at scale.If you found value here, subscribe, share the episode with a mate, and leave a review. What would you most want to manage in one app: tax, super, or day to day cash flow?

Send us Fan MailA 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 kilometres apart: Munni Munni (PGE with base metals potential) and Whundo (a high-grade copper-zinc VMS asset with overlooked gold). James explains why commodity prices, mining methods, and development benchmarks have shifted since earlier studies, and how that changes what “historic” data can be worth today. We also unpack the practical work underway, including drilling, resampling preserved legacy core, and QA/QC designed to support a JORC 2012 mineral resource estimate targeted for the June quarter.From there, we look ahead to the 2026 catalyst timeline: Money Money’s re-estimated resource in late June, Whundo’s update by August, drilling news flow from June, and the metallurgical test work needed to confirm a simple concentrate pathway with meaningful PGE credits. If you follow ASX mining, critical minerals, platinum group metals, copper, nickel, and WA exploration, this conversation maps the milestones that could drive a re-rate.Subscribe for more ASX Briefs, share this episode with a mate who follows resources, and leave a review so more listeners can find the show.

Send us Fan MailOne 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 Hope HPA project in Western Australia. Mike explains the practical mining concept on a salt lake, the logistics of moving clay feedstock to Perth, and how the Alluminous processing technology changes the commercial timeline. With a pilot plant progressing from batch toward continuous operation, plus a specialised analytical lab to control impurities, the focus turns to throughput, product consistency, and what it takes to qualify HPA for battery and technology customers, including early test work with a US battery technology company.There’s more optionality on the table too. We unpack a separate flowsheet that targets sulfate of potash (SOP) fertiliser and hydrochloric acid from lake clays around Salmon Gums, and why location matters for both agricultural demand and WA goldfields consumption. Finally, we hit the exploration leverage: high-grade gold and silver results at the Commonwealth VMS project with Kuniko’s drilling ramping up, plus Impact’s large Broken Hill ground position and a compelling magnetotelluric conductor target lined up for future drilling.If you want clear, investor-focused context on Impact Minerals, Lake Hope, HPA processing, SOP fertiliser, Commonwealth drilling, and Broken Hill targeting, hit play, subscribe, share the episode with a mate, and leave a review so more people can find the show.

Send us Fan MailA 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 estimate that underpins the move toward a bankable feasibility study (BFS). Andrew explains the vertical profile many clay deposits show, including enrichment toward the base of the clay, and why Ema’s rare earth mix stands out. We also dig into the commercial reality of rare earths: buyers care about the basket, so discussions around neodymium praseodymium and the presence of heavies like dysprosium and terbium can shape offtake interest and downstream pathways.From there, we get practical on execution risk. Andrew shares where the BFS work is focused now, why BCM is doing capital cost estimation in-country in Brazil, and how sourcing standard equipment locally can support credibility. We also cover BCM’s collaboration agreement with an established ISR operator and the strategic tailwinds Andrew is seeing in US-facing conversations about critical minerals and rare earth supply chain security.If you’re tracking ASX rare earth stocks, Brazilian critical minerals, or the path from feasibility to financing, this is a grounded look at what matters next: BFS completion, permitting, offtake, and bankable project funding. Subscribe, share the episode with a mate who follows rare earths, and leave a review with the key risk or catalyst you think will decide the outcome.

Send us Fan MailA 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 US market matters so much, why veterinary is a smart entry point with a lower barrier than human healthcare, and how that step can de-risk the broader FDA pathway. If you’re tracking ASX medical device stories, this is a clear look at how regulatory strategy links directly to commercial readiness and revenue timing.From there, we move to human health and a world-first in-human head and neck cancer imaging study at St John of God Murdoch Hospital, combining the InVue® precision surgery device with the InForm® Digital Pathology Platform. The core promise is simple and powerful: help surgeons and pathologists assess margins and tissue features in real time, cutting down the anxious wait for lab reports and reducing the risk of a second surgery. We also cover the partnership with Australian Clinical Labs and how telepathology streaming could enable fast expert reads across distance, much like teleradiology did for medical imaging.If you want practical insight into real-time pathology, telepathology, FDA submissions, and the commercial triggers ahead, listen now. Subscribe to ASX Briefs, share the episode with a colleague, and leave a review with your biggest question about live microscopic imaging in theatre.

Send us Fan MailA 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 using a topical antiseptic approach. We dig into why povidone-iodine remains compelling after decades of use, how low concentrations can still be potent, and why the “no resistance” profile matters when consumers are surrounded by symptom-only OTC options. Just as importantly, we talk about the practical reality for ASX health companies: Australia’s TGA can treat products like Nasodine as a drug, while markets such as Singapore may treat it as an antiseptic, dramatically changing time, cost, and pathway to market.From there, the conversation turns to growth: Indonesia’s approval and its 60 to 65 million middle and upper-middle class consumers, the Philippines as the next potential major approval, and plans to broaden the Nasodine product range. We also cover the business model behind the strategy, including licensing partnerships that reduce manufacturing and marketing burden, recent capital raising, cash burn, and what “runway” looks like in a tough funding environment. If you’re following Firebrick Pharma, Nasodine, or healthcare commercialisation in Southeast Asia, this is the roadmap and the reality check.Subscribe for more ASX Briefs, share this with a mate who follows biotech, and leave a review with your biggest question about Nasodine’s path to global markets.

Send us Fan MailA 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 a targeted radioactive payload. We talk about RAD 101 and its interim Phase 2B results in recurrent brain metastases, including strong concordance with MRI and the bigger goal of proving clinical value by detecting more disease earlier. Earlier detection can mean earlier treatment, which can ultimately mean better outcomes. We also cover the first patient dosed in the Phase 1 RAD 404 study for advanced prostate cancer, using a Terbium‑161 radio labelled antibody designed to damage cancer cell DNA. From there, we zoom out to the broader pipeline, including ongoing Australian studies such as RAD 202 and RAD 204 across lung and breast cancers, and how the team thinks about prioritisation when multiple trials are running at once. Finally, we look at next steps towards a pivotal Phase 3 program, FDA alignment, and what fast track designations could mean as the company moves towards late-stage registrational pathways. If you found this useful, subscribe for more ASX biotech conversations, share the episode with a mate, and leave a review so more people can find the show.

Send us Fan MailFive complete responses in advanced pancreatic cancer should make anyone in biotech sit up. We’re joined by Dr Chris Burns, CEO and Managing Director of Amplia Therapeutics, to unpack what the latest mature ACCENT trial data really says about narmafotinib when it’s added to standard chemotherapy with gemcitabine and Abraxane and why “making other drugs work better” is more than a slogan when patients are running out of time.We talk through the headline numbers, including an 11.1 month median overall survival signal and what “complete response” means in practical clinical terms. Just as important, we dig into tolerability: the combination appears to keep the side effect burden largely in line with chemotherapy alone, which is critical for any add on cancer therapy hoping to move into larger, registration enabling studies. We also explore how the US FDA fast track designation helps shape timelines and strengthens discussions with potential partners watching the pancreatic cancer pipeline closely.Not every combo is worth forcing, and are transparent about that. We cover the recruitment halt in the AMPLICITY trial pairing narmafotinib with the more aggressive FOLFIRINOX regimen, why the limiting toxicity was linked to the chemotherapy, and how the broader landscape is shifting toward targeted and personalised medicines, including emerging RAS inhibitors. We finish with the commercial foundations, from key patents extending protection to at least 2040 in major markets to the next 12 months of milestones across pancreatic and ovarian cancer.If you want clear, investor friendly context on pancreatic cancer drug development, clinical trial readouts, FDA pathways, and partnering strategy, hit play. Subscribe, share this with someone following oncology breakthroughs, and leave us a review with the one result you’ll be watching next.

Send us Fan MailA junior explorer doesn’t often get the chance to step into prime ground that’s already been stress-tested by a major miner, right in the middle of a proven hard-rock lithium district. That’s why we sat down with Mitch Thomas, CEO of Solis Minerals, to unpack Solis’ strategic acquisition from Rio Tinto in Brazil’s Lithium Valley and what a 93,000 hectare land position can really mean when the targets are already defined and the plan is to drill.We talk through the story behind the deal, including why this particular concession package is so compelling, how it sits in a region the team knows intimately, and how Solis’ history of building a lithium discovery next door shapes their technical approach today. Mitch explains what makes the early indicators worth chasing, from high lithium soil results to spodumene pseudomorphs, and why Rio Tinto’s extensive groundwork may give Solus a head start as it moves from surface work into scout drilling.Lithium isn’t the only pillar. We also dig into Solis’ Peru copper portfolio, how the company thinks about copper porphyry exploration alongside lithium, and why operating across two in-demand energy metals can support more consistent market updates. Mitch also shares why Solis moved to an Australian-registered structure, what it means for ASX investors in terms of governance and liquidity, and the milestones to watch as the company targets drilling around mid-2026.If you follow lithium exploration, Brazil mining projects, ASX resource stocks, or copper growth stories, hit subscribe, share this episode with a mate, and leave us a review so more investors can find the conversation.

Send us Fan MailGuinea supplies a huge share of the traded bauxite market and that concentration is forcing buyers and investors to rethink supply security. We sit down with Ryan De Franck, Managing Director of VBX Limited, to unpack why the Wuudagu Bauxite Project in Western Australia’s North Kimberley could stand out in the global bauxite landscape through a simple idea: pair high-grade, low-silica bauxite with logistics that are short, efficient, and built around real customer needs. We talk through what makes Wuudagu strategically significant, from its proximity to the coast and protected sea conditions for transshipment, to the shipping advantage of being closer to key end-user regions such as China, India, and the Middle East. Ryan also explains the impact of VBX’s 108% lift in Measured and Indicated Mineral Resource to 131.9 million tonnes, and how that larger, higher-confidence base supports a bigger development case as the Definitive Feasibility Study progresses. Metallurgy gets a spotlight too, with recent test work indicating a 23% increase in mass recovery versus prior assumptions, and what that can mean for operating costs, profit margins, and payback timing if it carries through at scale. We finish with the execution roadmap: the DFS timeline toward mid-2026, a pathway to first production in 2027, and the near-term milestones that matter most, including traditional owner agreements, approvals, and definitive off-take and funding work with strategic partners. If you follow ASX mining, bauxite projects, aluminium supply chains, or energy transition materials, this is a sharp update you’ll want in your queue. Subscribe to ASX Briefs, share this episode with a mate watching the sector, and leave a review telling us which milestone you think will be the biggest value driver.

Send us Fan MailA kid can’t learn well if the world sounds muffled, painful, or simply out of reach. We’re joined by Dr James Fielding, Managing Director and CEO of Audeara Limited, to talk through a pivotal stretch for this ASX-listed hearing health technology and audio technology company, following strong Q3 FY26 results and a growing global footprint.We start with what Audeara actually builds: hearing health tech solutions sold as Audeara-branded hardware, plus the AUA Technology platform that can power other brands. James then explains the significance of an exclusive agreement with ShokzHear, the global leader in bone conduction listening devices. The goal is practical and urgent: create an optimised listening option for children dealing with chronic ear infections, particularly in regional and remote communities where in-ear devices can be uncomfortable or unusable. We also discuss just how widespread classroom listening issues can be and what better audio access could mean for learning outcomes.From there we dig into the numbers investors care about, including back-to-back positive net operating cash flow and accelerating Australian wholesale revenue, supported by closer partner execution with audiology groups such as Amplifon. We finish with Audeara’s Auracast™ momentum, the Clinico partnership in Taiwan, and the BT-03 Audio Broadcaster rollout into environments like universities, hospitals, government buildings, and even sports bars where people can choose exactly what they want to hear.If you’re tracking ASX small caps, medtech commercialisation, Auracast, bone conduction, or accessible audio, hit subscribe, share this with a mate, and leave a review to help more people find the show.

Send us Fan MailElectrification gets most of the headlines, but what happens when an industry needs constant high-temperature heat and the equipment is built for gas? That’s where biomethane and renewable gas infrastructure start to look less like a niche and more like a missing piece of Australia’s decarbonisation plan.We’re joined by Joe Oliver, Managing Director of Delorean Corporation Limited, to explain how Delorean turns organic waste into renewable energy and why the company is shifting from being known for engineering into becoming a build-own-operate bioenergy infrastructure owner. Joe walks us through the NSW1 Horsley Park final investment decision, including the $30.5 million in non-dilutive grant funding, the 25-year lease and gas offtake agreement with Brickworks, and why the integrated behind-the-meter model can deliver de-risked, infrastructure-style contracted cash flow.We also dig into the real-world “hard-to-abate” problem for sectors like brick and glass manufacturing and why biomethane is a practical substitute for natural gas that can work with existing infrastructure. With green gas demand rising fast due to corporate targets and regulatory pressure, Joe outlines the current supply-demand gap in Australia and what corporate and technical catalysts to watch over the next 12 months, from financial close through to construction milestones, first gas and first revenue, alongside progress on SA1 and the broader project pipeline.If you found this useful, subscribe to ASX Briefs, share this episode with a colleague following renewable gas and bioenergy, and leave us a review. What’s the biggest barrier you see to scaling biomethane in Australia?

Send us Fan MailA copper story can sound simple until you ask the hard questions: can it be built, can it be funded without brutal dilution, and is there genuine upside left to find? We’re joined by Ivan Fairhall, Managing Director of Pivotal Metals Limited, to walk through how the company is tackling those questions with a dual-track strategy in Quebec, one of the world’s most supportive mining jurisdictions.We start with the structural edge Quebec offers critical minerals explorers and developers: strong infrastructure, an experienced mining services ecosystem, and access to abundant low-cost hydro power that’s both green and commercially meaningful. Ivan also explains how flow-through shares can help fund exploration more efficiently, a concept many ASX investors haven’t encountered, and why these real-world advantages can change the risk profile of a junior company.From there we get specific on the Hordern Lake Copper Project, including the existing 37Mt resource at about 1.1% copper equivalent, the appeal of shallow open-pittable mineralisation, and why metallurgy sits at the centre of any credible development plan. We then shift to the Belleterre Project, where Pivotal is drilling for the first time on a district-scale land package with historic high grades nearby and large areas that have barely been tested. Ivan breaks down the targeting approach using modern EM and other geophysics to hunt for new massive sulphide systems, plus what to expect from assay timing and ongoing fieldwork.If you’re comparing ASX copper stocks, looking for Quebec mining exposure, or trying to understand what separates a “good resource” from a real development opportunity, this conversation gives you a clear framework. Subscribe, share the episode with a mate who follows copper, and leave a review telling us what topic you want us to tackle next.

Send us Fan MailPaying rent should be simple, but for millions of Australians it is anything but. Bonds can demand weeks of rent upfront, payment options are often rigid, and renters are left stitching together workarounds just to secure a home and stay on top of weekly costs. We sit down with Jan Ferreira, CEO of Rent.com.au Limited, to unpack how a renter-focused fintech platform can reduce that friction and build a more sustainable business at the same time.Jan walks us through Rent.com.au’s shift from a rental search portal into a full-service renter platform, anchored by two flagship products. RentBond® is built to bridge the bond gap when renters need to stump up funds before they have even moved out of their current place, including a 21-day repayment window that can be fee-free. RentPay tackles the ongoing grind of rent payments by letting renters choose how and when they pay, across methods like bank transfer, direct debit, credit card, PayPal, and Alipay, while still delivering rent to agents in the way and timing they prefer.We also dig into the size of the opportunity, with tens of billions in annual rent flows and rents rising sharply, and what that means for product adoption, partnerships, and repeat usage. Jan explains how expanded lending capacity and bringing loans in-house can lift revenue and profit, why recurring revenue changes predictability, and the milestones the team is targeting on the path to positive group EBITDA and cash flow before the end of 2026.If you care about the future of renting in Australia, fintech in the property ecosystem, or how ASX-listed platforms grow recurring revenue, listen now. Subscribe, share this with a mate who rents, and leave a review, what feature would make renting less stressful for you?

Send us Fan MailHeavy rare earths sit at the centre of magnets, electrification, and the modern supply chain, but getting to a product customers will actually buy is the hard part. We’re joined again by Dr Mark Cooksey, Managing Director and CEO of ABx Group Limited, to hear what’s changed since our last chat and why ABx believes its Tasmanian Deep Leads project is moving into a more serious development phase.We break down ABx’s second high purity mixed rare earth carbonate (MREC) sample and why it stands out: a higher proportion of heavy rare earths and even lower aluminium and iron impurities. Mark explains what MREC is used for, how separation plants think about feed quality, and why customer validation ultimately decides what “good” looks like. We also dig into processing choices for ionic clay rare earths, including what column leaching can tell you about heap leaching potential versus stirred tank leaching, and how that flexibility can shape capital cost, operating strategy, and approvals.The conversation widens to the bigger Australian critical minerals ecosystem, including ABx’s involvement in the $240m Critical Metals for Critical Industries CRC and the push to accelerate practical R&D that supports real project decisions. We cover the Ucore Rare Metals MOU as a reminder that rare earths are a specification driven market, then switch gears to ABx’s ALCORE technology and the continuous pilot plant being built at Bell Bay to make industrial fluorine chemicals from aluminium smelter byproducts. We close with bauxite updates across Queensland, New South Wales, and Tasmania, and ABx’s priorities through 2026: engineering design, environmental approvals, customer deals, exploration upside, and getting the pilot plant running.If you found this useful, subscribe to ASX Briefs, share the episode with a mate tracking critical minerals, and leave a review telling us what topic you want next.

Send us Fan MailTitanium sits inside some of the most important machines on the planet, yet supply chains are tightening and governments are treating critical minerals like strategy, not just commodities. That’s why we wanted to talk with Tom Langley, CEO of Fortuna Metals Limited, about what the company is uncovering in Malawi, an emerging rutile and graphite province that sits right beside Sovereign Metals’ world-class Kasiya deposit. We walk through Fortuna’s Mkanda discovery and what the numbers are hinting at so far, including high-grade rutile at surface and expanding core areas that point to serious scale. Tom explains the logic behind their rapid 0–2 metre sampling strategy, how it helps prioritise drill targets, and why confirming mineralisation at depth is the next value-defining step. We also dig into the deposit style, the role of weathering in concentrating heavy minerals, and why Malawi’s preserved profile can be such a powerful ingredient for rutile projects. From there, we zoom out to the bigger picture: why rutile is the highest-grade natural titanium feedstock, where titanium demand shows up in aerospace and defence, and how graphite credits could materially improve project economics. We touch on the market validation coming from next door at Kasiya, including strategic partners, funding interest and offtake agreements, then finish with what investors can watch for through 2026, from drilling programs and an exploration target to a maiden resource and metallurgical testwork. If you care about ASX resources, rutile, graphite, titanium supply chains and critical minerals policy, subscribe, share this with a mate, and leave us a review. What’s the single milestone that would most change your view on Fortuna Metals?

Send us Fan MailAncient rocks may hold a faster, cheaper path to low‑carbon energy. We sit down with Dr Krista Davies, Managing Director of Prominence Energy, to unpack how the Gawler Craton’s hot granites, iron‑rich rocks, and deep crustal faults create multiple natural hydrogen “play types” across a massive 64,000 km² land position in South Australia. Krista brings three decades in oil and gas and a pioneering PhD in natural hydrogen to explain, in plain terms, why white hydrogen and helium could reshape heavy industry and unlock new export opportunities.We walk through the exploration strategy from the ground up. First comes low‑impact soil gas and water bore sampling to detect subtle seepage signatures of hydrogen and helium, providing cost‑effective field validation across broad terrain. Then we integrate those anomalies with structural models to pick the smartest seismic lines, image reservoir and seal configurations, and rank traps before drilling. It’s a disciplined, geology‑led approach that turns a district‑scale thesis into drill‑ready targets while preserving capital and minimising surface disturbance.Beyond the rocks, we map the market. Hydrogen demand today is big but emissions‑heavy; natural hydrogen offers a discovery‑and‑produce pathway that could lower costs and accelerate adoption for green steel, heavy transport, and industrial heat. Proximity to the Spencer Gulf, Whyalla’s industrial hub, and mining centres near Olympic Dam strengthens the case for local offtake and future export. We also dig into helium’s rising strategic value for MRI, semiconductors, and data centre cooling—an opportunity made sharper since Australia became a net helium importer. If exploration confirms accumulations of both gases, helium can enhance project economics and resilience.We close with a clear 2026 roadmap: complete the geochemical survey on PEL 803, integrate insights to focus seismic in the second half, then advance a risk‑ranked portfolio toward drilling next year. If you care about energy transition, critical minerals, and practical paths to decarbonisation, this is a grounded, data‑driven look at what could be Australia’s next energy chapter. Follow the show, share it with a friend who follows ASX explorers, and leave a quick review to help others find these conversations.

Send us Fan MailA 149% revenue surge, first‑to‑market GMP MDMA in Australia, and a plan to scale faster than demand—Sam Watson, CEO of Bioxyne, joins us to unpack how a focused manufacturer turns emerging therapeutics into real‑world access. We dig into the mechanics behind record growth, the patient need driving MDMA and psilocybin uptake, and why replicable GMP capacity across Australia, the UK, and Europe is Bioxyne’s not‑so‑secret weapon.Sam explains how medicinal cannabis remains the commercial engine while psychedelic therapeutics validate a long‑term bet on treatment‑resistant depression and PTSD. With authorised prescriber pathways opening and imports giving way to local GMP supply, clinics gain reliable access and patients get consistent, pharmacy‑grade dosing. We talk through the numbers—upgraded adjusted EBITDA guidance to 16–19 million—and the process upgrades that power it: automation, digitised quality systems, and operating leverage as volumes climb.We also map the international play. Germany leads as a prescriber‑led, pharmacy‑dispensed market where cannabis flower dominates and Bioxyne targets five to ten tons over the next year through strong local partnerships. The UK mirrors Australia’s earlier stage, making it ripe for a copy‑and‑paste facility to relieve supply bottlenecks. Finally, Sam outlines how rapid clean room buildouts, short payback cycles, and white‑label reliability for 300+ brands create a durable moat: faster turnaround, fewer stockouts, and scalable quality at GMP standards.If you’re tracking ASX‑listed growth stories, the evolution of medicinal cannabis, or the practical path for MDMA and psilocybin in regulated care, this conversation offers data, strategy, and on‑the‑ground execution. Follow and subscribe, share this with a friend who invests in healthcare, and leave a quick review to help others find the show.

Send us Fan MailWhen 77% of mortgages are written by brokers, the real power sits with the platform that connects lenders and customers. We sit down with David Bailey, CEO of Australian Finance Group, to unpack how AFG’s scale, data, and funding strategy power the broker-led mortgage market while delivering record results and resilient margins.David explains AFG’s role as infrastructure for more than 4,300 brokers and 70+ lenders, detailing how the platform model converts volume growth into operating leverage. We explore the levers behind a 46% NPAT surge to $22.4 million, from the annuity strength of trail income to disciplined cost control and targeted investment in technology and compliance that speeds loan processing and reduces friction for busy brokers. The conversation also dives into AFG Securities’ margin expansion to 124 basis points, highlighting improved warehouse funding, portfolio optimisation, and the benefit of a highly liquid RMBS market. Strong credit selection and scale are central, translating into better spread management and a standout loss history across billions originated.With consolidation reshaping the industry, David outlines how AFG’s size brings three structural advantages: stronger lender relationships, deeper data insights, and ongoing investment capacity. We discuss the company’s strategy of taking equity stakes in high-quality broker businesses to align incentives, support succession, and lift network productivity. Finally, we look ahead to FY29 aspirations, from growing faster than system to expanding the manufacturing segment with strict credit and margin discipline, all while maintaining capital discipline and sustainable dividends.If you care about mortgage distribution, funding costs, RMBS dynamics, and the future of broker technology, this conversation lays out the roadmap. Subscribe, share this episode with a colleague, and leave a quick review to tell us what you want to hear next.

Send us Fan MailA small mineral with outsized impact takes centre stage as we explore how high-grade antimony, refined onshore, can reshape America’s critical minerals backbone. We sit down with Kerrie Matthews, Managing Director and CEO of Locksley Resources, to chart a clear path from drill bit to product: rigorous structural mapping, a data-driven maiden drill program at the Desert Antimony Mine, and a pilot plant designed around real metallurgy rather than wishful thinking. The stakes aren’t academic. With defence, flame retardants, and supply security on the line, the United States needs more than ore; it needs refining capacity, standards, and speed.Kerrie breaks down how layered geophysics, geochemistry, and underground analysis improved the model before drilling kicked off, helping target above historic workings for faster, more meaningful results. We dive into batch sampling that returned weighted averages around 18% Sb and peaks above 25%, what that means for processing efficiency, and why high-grade feed can shrink plant footprint and operating costs. Then we zoom out to the policy landscape: the executive focus on downstream bottlenecks, a DPA Title III application to accelerate the pilot facility, and early engagement with funding channels that can bring refinery capacity back onshore.Scale and diversification also come into play. The newly identified Beefeater shear, a 10 to 15 metre wide corridor that mirrors the Desert Antimony Mine structure, hints at a larger multi-vein system, with Hendricks offering further upside. On the rare earths front, El Campo’s proximity to MP Materials and strong surface TREO samples set the stage for a compelling follow-on drill program. We round it out with process innovation: advancing antimony purity targets, moving toward trioxide, and partnering with Rice University on Deepsolv™ pathways to inform a cleaner, smarter hydrometallurgical design.If you care about resilient supply chains, practical project delivery, and the real work of turning geology into metals, this conversation brings clarity and momentum. Subscribe, share with a friend who follows critical minerals, and leave a review to tell us what you want to hear next.

Send us Fan MailWaves don’t just crash; they carry steady, reliable energy that can help power the grid. We sit down with Jonathan Fievez, CEO of Carnegie Clean Energy, to explore how CETO—a submerged, three‑belt buoy system—captures that motion and turns it into electricity. Jonathan walks us through the upcoming Phase 3 EuropeWave deployment at the Biscay Marine Energy Platform in the Basque Country, why that site accelerates learning with grid and environmental approvals in place, and how a successful launch becomes a defining moment for utilities evaluating wave energy at scale.We dig into the engineering in clear terms: how the buoy stays a few metres below the surface, why drum-driven shafts and integrated tensioners matter for power quality, and how electricity is delivered ashore. Then we widen the lens. Carnegie’s MoorPower concept aims at diesel displacement for aquaculture barges, using the barge’s natural motion to generate energy and cut refueling risks. On the defence front, persistent sensing and surveillance need more power than batteries can offer; wave-driven systems can keep remote nodes online for longer with higher-fidelity data.Control is where the cost curve bends. Backed by the EU-funded COIN program, Carnegie is advancing short-horizon wave prediction and AI-based reinforcement learning controls developed with Hewlett Packard Enterprise. The goal: survive brutal seas while extracting more energy from every set, and reduce costs via predictive maintenance. Jonathan also outlines the funding strategy—non‑dilutive grants and R&D tax credits in Australia and the Basque Country—and the near-term investor milestones: EuropeWave deployment, operational data, and progress toward a multi‑megawatt, full-scale project that aligns with Europe’s push for resilient, indigenous renewable energy.If you’re curious about how ocean power can complement wind and solar with winter-peaking output and a compact footprint, this is a timely, practical dive into the next frontier of clean energy. Subscribe, share with a friend who loves climate tech, and leave a review with your top question about wave farms.

Send us Fan MailWhat if the backbone of smarter cities isn’t a shiny app, but a quiet layer that connects every meter, sensor and inverter into one brain? We sit down with X2M Connect CEO Mohan Jesudason to unpack how a device‑agnostic platform gathers data at scale, feeds AI, and then reaches back to control critical infrastructure without human intervention. From leak detection and automated billing to balancing renewable energy and boosting public safety, the story is about outcomes, not dashboards.We dive into X2M’s expansion into Japan’s ageing water market, partnering with a leading local meter manufacturer to turn vast installed bases into high‑margin SaaS revenue. With more than 90% gross margins on recurring fees per device, even a small slice of Japan’s roughly 60 million meters becomes meaningful. Mohan shares how Korea’s utility market, where X2M is the incumbent, continues to accelerate through repeat orders and a broader product lineup, while channels strengthen in Australia, the UAE, and Taiwan’s renewable‑energy AI segment.Financially, the company reports a 65% year‑on‑year Q2 revenue lift to $2.8 million, positive operating cash for the quarter, and a bolstered balance sheet aided by an R&D rebate and a $3 million capital raise. That capital is earmarked for growth and debt reduction as the business moves deeper into “horizon three” — scaling from a small enterprise to a substantial, cash‑generating operation. We also spotlight “Help Me,” a coin‑sized public safety device now rolling out in Seoul. Press it, and CCTV operators, police, and nominated contacts receive instant location and alerts, showing how smart city infrastructure can deliver real‑world safety in seconds.Across 12 to 24 months, the focus is clear: harvest value from 88 enterprise and government customers, penetrate new markets, and scale three core products — utility monitoring, public safety, and hybrid AI for renewables. If data is the new infrastructure, the platforms that move it fast and act on it reliably will define the next decade of urban life. Enjoy the conversation, and if it resonates, follow the show, share this episode with a colleague, and leave a quick review to help others discover it.

Send us Fan MailDebt recovery rarely gets framed as a story of dignity, data, and disciplined growth—until you hear how Keith John runs Pioneer Credit. We sit down with the Managing Director to unpack a model that buys non‑performing loans from Australia’s big four banks, restores customer health through sustainable repayment plans, and turns empathy into durable cashflows.Keith explains why banks prefer a partner that won’t extend the credit cycle or dabble in payday lending, and how that stance protects brands while securing steady forward flow agreements. We dig into the numbers: investing around $80 million at roughly 18–19 cents in the dollar, generating strong free cashflow, and driving down the cost of funds through real performance. A 315 bps margin cut on medium‑term notes and sharper pricing on a $272 million senior facility now at 435 bps over BBSW say as much about lender confidence as any earnings performance.The heart of the advantage is operational. ESG metrics tied to customer outcomes triggered a further margin reduction sooner than expected, proving that fewer complaints and better arrangements are not just good ethics—they’re good economics. Data‑led segmentation improves cure rates, while cost to serve has fallen to around 32%, among the best globally. With newer vintages forecast to outperform older ones thanks to improved purchase dynamics and analytics, Pioneer is building a compounding flywheel: better outcomes lower funding costs, cheaper funding fuels selective portfolio growth, and efficiency expands margins.We also tackle the macro picture. The key risk to watch is a sharp rise in unemployment, but current forecasts remain steady. Execution, not macro luck, will decide the next leg: disciplined purchasing, continued ESG delivery, and maintaining bank and lender trust. If you care about how ethical finance, strong data, and disciplined capital allocation can co‑exist—and outperform—this conversation offers a rare, clear playbook for sustainable returns in the Australian financial services market.If this episode sparked new thinking, follow the show, share it with a mate, and leave a quick review so more listeners can find conversations like this.

Send us Fan MailA sprawling land package is only as valuable as the strategy behind it—and that’s where this conversation with James Wilson, CEO of Alchemy Resources, gets exciting. We dig into a data-led approach that targets big growth levers across WA and NSW: a standout 750-metre IP anomaly at Yellow Mountain, funded lithium drilling at Roe Hills beside the Manna project, and a de-risked iron ore path through a free-carried JV at Valley Bore.We start with the portfolio: gold remains centre stage in the eastern goldfields near Kalgoorlie, where access and proximity to producing neighbours create practical advantages. From there, we unpack Yellow Mountain’s momentum—first-pass drilling returned 113 metres at 1.17% copper equivalent, and high-powered, 3D IP has now mapped three compelling targets, including a never-drilled eastern body that could represent the system’s heat source. James explains how modern assays and structural mapping tighten vectors that old imperial grids simply couldn’t resolve, and why careful fieldwork now will determine whether the area hosts one segmented system or two distinct domains.Next, we turn to smart capital: iron ore is all about logistics, so Alchemy partnered with Newcam, an active miner with ports, storage, and customers in place. The 40% free-carried structure to decision to mine keeps upside alive while containing risk, and if the option is exercised, it could accelerate timelines on an existing mining lease. On lithium, Roe Hills benefits from aggressive JOGMEC funding, outcropping pegmatites, and clear LCT pathfinders, with a nine-hole RC program now chasing the right structural and thermal window near Global Lithium’s advancing Manna project.We close with a crisp set of 2026 catalysts: drilling the large Yellow Mountain IP target to validate sulphides at scale, a possible option exercise at Valley Bore that would inject capital and operational muscle, and JV-driven news from Roe Hills and Briar alongside steady gold exploration near Carosue Dam. The through-line is deliberate: de-risk with partners where complexity is highest, and focus internal effort where discovery could be transformational. If you’re tracking ASX exploration stories with real leverage to discovery, logistics, and funding, this one belongs on your list.Enjoyed the conversation? Follow the show, share it with a mate, and leave a quick review to help others find us.

Send us Fan MailWA’s grid is changing faster than most realise, and the evening peak is where the challenge bites. We sit down with Frontier Energy CEO Adam Kiley to explore how the Waroona Renewable Energy Project—120 MW of solar paired with a 6.9‑hour, 81.5 MW battery—aims to serve the 4 pm to 10 pm window that coal and gas used to cover. With a prime location only 500 metres from the Landwehr Terminal and a connection to 330 kV lines, Waroona is built on strong grid bones that support both Stage One delivery and future expansion.Adam unpacks the numbers driving confidence: a guaranteed $32 million per annum from WA’s reserve capacity mechanism over the first five years, independent banker‑case models reflecting record‑high wholesale prices, and a clear pathway to 60–70% project debt. We dig into the macro: around 6.6 TWh per year of retiring coal and older gas, plus 3.5 TWh of new demand by 2031, creating an 11 TWh hole on a 22 TWh grid. Rather than waiting on long, costly transmission build‑outs, Frontier’s strategy co‑locates generation and storage at a strong node to shift midday sun into night-time supply when prices and reliability needs are highest.We also talk execution: updated financials and technical expert reports for lenders, equipment contracting, and the timeline to final investment decision. Then we look at what’s next—an accelerated Stage Two study with similar scale, backed by 830 hectares of controlled land, approvals to amend, and a focus on replicable revenue certainty. If you care about clean baseload, peak-hour pricing, and practical solutions to the SWIS transition, this conversation lays out how firmed renewables can deliver.Enjoyed the conversation? Follow the show, share it with a friend who tracks the energy transition, and leave a quick review so others can find it.

Send us Fan MailWhat if a beam of light could turn the tide against stubborn tumours and even wake the immune system? We sit down with Professor Thian Chew, Executive Chair and CEO of Invion Limited, to unpack how their photodynamic therapy zeroes in on cancer cells, stays inert until activated by a specific wavelength, and then triggers targeted oxidation that spares healthy tissue. The kicker: this same mechanism appears to amplify immune responses and shows promise against infectious agents like bacteria, fungi, and viruses.We walk through concrete progress already underway. A non‑melanoma skin cancer study advances a topical application, while a forthcoming anogenital cancer trial with the Peter MacCallum Cancer Centre explores combining light‑activated therapy with established immunotherapies to convert “cold” tumours into “hot” responders. Backing from South Korea’s KDDF and partner Hanlim Pharma brings up to two million dollars in non‑dilutive support focused on oesophageal cancer and the development of an IV formulation. With both topical and IV routes, the platform can map to diverse clinical settings and multiple tumour types.A major strategic shift came with Invion’s perpetual, exclusive global licence to the Photosoft™ platform. That move removes a long‑standing overhang, giving us the freedom to set indication priorities, simplify global partnerships, and negotiate clean commercial pathways. Under the hood, the science uses glucose conjugates to exploit the Warburg effect, letting sugar‑hungry tumours absorb the compound across a range of cancers. Beyond human oncology, our partnership with Protect Animal Health pushes a parallel pet oncology program that can reach companion animal trials faster, potentially generating earlier revenue and translational insights.We close with a clear look at the next 12–18 months: continued recruitment and readouts in skin cancer, regulatory steps and initiation milestones with Peter Mac, preclinical efficacy and formulation updates in oesophageal cancer, and progress across companion animal studies. With recent capital raised and R&D facilities in place, plus non‑dilutive partner funding, the runway supports a steady cadence of data. If you’re tracking precision oncology, immune priming, and platform therapeutics, this is a roadmap worth following.Enjoyed the conversation? Subscribe, share with a friend who follows biotech, and leave a quick review to tell us which upcoming catalyst you’re watching most.

Send us Fan MailA stubborn truth in healthcare is that the right treatment can still be the wrong format. We sit down with Damien Wood, CEO of EVE Health Group, to unpack how rethinking delivery—gummies for period pain and rapid oral films for ED—can remove friction, speed relief, and improve adherence across everyday conditions that carry massive personal and economic costs.We start with Dyspro, a cannabinoid-based chewable designed for dysmenorrhea. It addresses a problem that drains billions from productivity and quality of life, yet is under-treated with options many find harsh or inconvenient. Then we dig into Libbo, an oral soluble vardenafil film that dissolves in seconds, works in about 15 minutes, and avoids first-pass metabolism. The result is a discreet, water-free option that fits real-world behaviour, supported by telehealth consultations, e-scripts, and home delivery through StiffIssue.com and partner clinics.The conversation widens to strategy. We explore Australia-first launches, TGA pathways for export, and why alcohol-free formulations unlock the Middle East and North Africa, where cultural fit and regulation matter. With higher ED price points across MENA, partnerships and local distributors create a pragmatic route to scale. Damien also lifts the hood on Eve’s core capability: solubilising water-insoluble drugs to improve bioavailability and recast known actives into films, sprays, and topicals. As the patent cliff hits, this opens a pipeline where better formats can drive better adherence, particularly for older adults and anyone managing polypharmacy or swallowing issues.By the end, you’ll see how delivery science, digital access, and cultural insight combine into a playbook for growth: expand adoption at home, target markets where differentiation matters, and licence where partners can move faster. If healthcare should feel simpler, faster, and more human, this is a roadmap worth watching. Enjoy the episode, then follow and share your thoughts—what format would make your own care easier? Subscribe and leave a quick review to help others find the show.

Send us Fan MailA newly listed small cap with a giant resource, a blue-chip funding partner, and a market hungry for reliable gas—this conversation with Equus Energy’s Will Barker gets right to the heart of how strategic timing can transform a project into a regional anchor. We unpack the Equus Gas Project on Western Australia’s Northwest Shelf, a mature, independently certified 2C contingent resource of 1.7 TCF of gas plus condensate, located alongside Gorgon, Io‑Jansz, Pluto and Scarborough. With over US$1.5 billion already invested in appraisal and studies, Equus now targets existing infrastructure to compress timelines and reduce development risk, aiming to supply both LNG backfill and domestic gas.Will explains how Equus’s current valuation implies around 24 cents per barrel of oil equivalent—far below several offshore peers with smaller certified resources—setting up a potential re-rating if the team delivers milestones. A key driver is a landmark arrangement with Alcoa, Western Australia’s largest gas buyer, providing over US$30 million in staged funding to advance feasibility, commercial work, partner selection and offtakes. This is not debt or prepayment; it’s a strategic commitment that secures exclusivity over Equus’s domestic gas obligation and signals confidence from a major industrial customer at a time when WA faces a looming gas shortfall.We also dive into the roadmap ahead: completing feasibility, updating economics, launching a structured partnering process, selling down at the project level to bring in an operator with balance sheet strength, and progressing gas offtake and infrastructure agreements. For listeners tracking ASX energy, LNG backfill, and domestic gas security, this is a clear, data-rich look at how a 100% owned resource can be transformed into long-term supply for Asia and Australia. If you value grounded strategy, real milestones, and market timing, you’ll find plenty to analyse here. Enjoy the conversation, then follow and subscribe—leave a quick review to tell us what milestone you’re watching next.

Send us Fan MailA pee-in-a-cup that can change urology care might sound too simple, but that’s exactly the point. We sit down with Dr Peter Meintjes, CEO of Pacific Edge, to explore how Cxbladder turns a urine sample into decisive signals that help rule out bladder cancer, reduce invasive cystoscopies, and save health systems money without cutting corners on accuracy.We walk through how the test works, why choosing RNA from urine is such a technical leap, and how a stabilising buffer keeps samples viable at room temperature for up to 11 days. Then we dig into Cxbladder Triage Plus, a multimodal upgrade that blends RNA and DNA with advanced algorithms. With stronger performance and a US Medicare price of USD 1,328, Triage Plus is positioned to deliver real-world savings by avoiding unnecessary scopes and scans while giving clinicians clearer answers for patients with hematuria.Reimbursement drives adoption, so we unpack the pathway with Novitas, the Medicare contractor, following inclusion in the American Urological Association guideline. Peter explains the evidence framework—analytical validation, clinical validation, and clinical utility—that underpins coverage decisions, and why a new local coverage determination could reset the company’s US strategy. We also cover capital discipline after coverage loss, the send-out testing model across Australia and Southeast Asia, and the longer-term plan to simplify the assay into an IVD kit that partner labs can run closer to patients.We close with a practical look ahead: restoring Medicare coverage, charting a return to profitable operations, and fully resourcing high-priority projects. If you care about cancer diagnostics, health economics, and how evidence shapes access, this conversation offers a clear map of the science, the policy, and the commercial levers at play. Enjoy the episode, share it with a colleague, and subscribe to get the latest updates—then tell us what part of this strategy you want to hear more about next.

Send us Fan MailCritical minerals move fast when geology, chemistry and execution align. We sit down with Dr Mark Cooksey, Managing Director and CEO of ABx Group, to unpack how the company plans to bring heavy rare earths and clean fluorine chemicals to market while capturing value from proven bauxite assets.First, we break down why ABx’s Tasmanian ionic clay resource matters: cleaner leaching, fewer process steps and a mixed rare earth carbonate with higher proportions of dysprosium and terbium, the workhorses behind high‑temperature permanent magnets. Mark explains how collaboration with ANSTO strengthens metallurgy from bench to larger test scales, and how a new exploration licence in northern Tasmania bridges existing leases, supports resource growth and deepens understanding of the geological controls behind the ionic clay system.We then shift to fluorine. With fluorspar supply tightening and fluorine recognised as a critical input for semiconductors, fluoropolymers and refrigerants, ABx is developing a process to convert a surplus aluminium smelter byproduct into hydrogen fluoride. The pilot plant at Bell Bay, Tasmania, leased within a Rio Tinto facility, is designed for fast learning: build over the next six months, then run to generate performance data and samples for customers. Alongside, ABx advances bauxite projects through agreements with GII in Queensland and New South Wales, progressing environmental approvals and option studies, while a smaller Tasmanian bauxite operation targets early 2026.Across the conversation, Mark lays out clear FY26 priorities: finalise metallurgy and engineering for a right‑sized rare earths start‑up, advance commercial talks for premium MREC, complete and operate the fluorine pilot, and drive bauxite approvals toward near‑term cash flow. If you care about heavy rare earths, fluorine supply chains, and practical, local execution in Australia, this is a timely look at where the market is heading and how ABx plans to lead.If you enjoyed the conversation, follow the show, share it with a friend, and leave a quick review so more people can discover it.

Send us Fan MailA tiny dose that holds cancer at bay for a year, scans that turn solid tumours into “donuts,” and a bold trial where patients receive cell therapy before chemo—this conversation with Dr Rebecca McQualter, CEO of Chimeric Therapeutics, is packed with data and real-world impact. We dig into the CHM CDH17 CAR T program as it clears dose level two with clean safety and early signs of activity across colorectal, mid and hindgut neuroendocrine, and select pancreatic cancers. The durability story stands out: a patient on the lowest dose maintained stable disease for 12 months with detectable CAR T cells and no further treatment, trading chemo sessions for time with family and a long-postponed trip to the Redwoods.We also unpack the CHM Core NK platform for blood cancers, an off-the-shelf approach with a unique frontline design at MD Anderson Cancer Center. By delivering engineered NK cells first and chemotherapy second in frail, high-risk AML patients, the study is seeing three complete responses and one partial response trending to complete, alongside stronger persistence signals. For clinicians and investors, this sequencing could reshape how frontline care is conceived when transplant isn’t an option, offering a path that prioritises efficacy while preserving patient resilience.On strategy, we talk portfolio breadth and focus: four clinical-stage programs, yet concentrated execution on the first-in-class CHM CDH17 asset where unmet need and market potential intersect. With only five patients left to finish phase one, FDA-cleared phase one/two mechanics to accelerate, and active partnering underway for phase two, the near-term roadmap is clear. We close with how a lean team, refreshed board, and disciplined spend power complex cell therapy programs without losing sight of the person behind each data point. If you care about CAR T innovation, NK cell persistence, and rethinking cells-before-chemo in AML, this is your next listen. Subscribe, share with a friend who follows oncology, and leave a quick review to tell us what you want answered next.

Send us Fan MailA boom, a backlash, and a pivot with teeth—this conversation traces how Zoono Group turned a pandemic-era hygiene surge into a durable, data-backed strategy to cut food waste and boost supermarket margins. We unpack the science behind a dry-active antimicrobial coating that bonds to packaging, survives heat and storage, and delivers a mechanical kill through cell disruption. The result is a protective surface that prolongs freshness, reduces shrink, and moves retailers from cost-centre thinking to a measurable return on investment.We walk through the road from lab to store shelf: multi-year regulatory and safety validation in the UK, proof-of-concept with Marks & Spencer across soft fruit categories, and the durability tests required for real-world packaging lines. Then come the commercial wins—Sharpak in the UK, Mpact in South Africa, and Multisteps in Australia—adding up to roughly $50 million in contracted sales over five years. The economics are striking: one extra day on 150 million punnets of raspberries can save an estimated £11 million, while coating those trays costs about £1 million. For packaging suppliers, the technology becomes a point of difference; for retailers, it’s a direct line to less waste and stronger margins.We also touch on capital discipline—remaining debt-free, fully subscribed rights issues, and guidance to return to profit by year-end. Looking ahead, we explore growth in Asia and India, including trials on bananas and mangoes, and the network effects that could take the UK model into Europe at larger scale. If you care about food waste reduction, packaging innovation, or the business of fresh produce, this is a clear-eyed look at how a durable antimicrobial platform can create value across the supply chain.Enjoyed the episode? Follow the show, share it with a colleague in retail or packaging, and leave a quick review so others can find it too.

Send us Fan MailCorrosion, costs, and clean energy collide as we sit down with Nick O’Loughlin, Managing Director of Sparc Technologies, to unpack a focused plan for real-world impact. We trace how a graphene-based additive called ecosparc® aims to make protective coatings tougher for critical steel assets, and why a pilot plant north of Adelaide could change the economics of green hydrogen by using light, not large amounts of electricity.First, we dig into the coatings story. ecosparc® targets measurable gains in barrier performance, adhesion, and durability, designed to slot into existing formulations used on bridges, mining gear, and oil and gas infrastructure. Nick shares why trials with BHP Mitsubishi Alliance and the Cape Jaffa Lighthouse matter, and how recognition alongside Aramco at the Middle East Corrosion Conference signals technical credibility at the highest level. With a consolidated market of global coating manufacturers, Sparc is pursuing commercial agreements that could accelerate deployment once specifications are met. The goal: reach commercialisation by FY26 and scale through partners with worldwide reach.Then we pivot to energy innovation through the Sparc Hydrogen joint venture with Fortescue and the University of Adelaide. The Roseworthy pilot is built and moving through commissioning to demonstrate photocatalytic water splitting—hydrogen production driven by light-activated catalysts with minimal electricity input. Nick explains how this approach addresses a core barrier in electrolysis economics, what success at pilot scale would mean for technology readiness, and how a strong data set could unlock global interest. Along the way, we talk about the complementary nature of these two bets: near-term revenue potential from coatings and a bold push in next-gen hydrogen.If you’re tracking graphene in coatings, green hydrogen technologies, or ASX innovation stories, this conversation delivers clear milestones, partner validation, and timelines to watch. Subscribe, share with a colleague who lives in materials or energy, and leave a quick review with the question you want answered next.

Send us Fan MailA quiet revolution is happening in cancer screening: a simple blood draw is starting to find what used to hide in plain sight. We sit down with Shane Ryan, CEO of BCAL Diagnostics, to unpack how a Sydney-built breast cancer test is scaling nationwide and why a new exclusive partnership with ClearNote Health could change the game for ovarian and pancreatic detection across Australia and New Zealand.Shane explains how thousands of donated samples and deep clinician engagement powered BCAL’s breast cancer test from research to real-world use. With Sonic Healthcare enabling local collection close to home, women can access testing without the travel and scheduling hurdles that often delay early screening. From there, we dive into ClearNote’s genomic technology, the high specificity and sensitivity thresholds guiding clinical confidence, and the significance of being selected for the US Vanguard Study—an indicator that the science stands on strong ground.We also map the road to Q1 CY26: GP and specialist education, laboratory readiness in Sydney, efficient logistics to ClearNote’s California lab, and a results pipeline designed for speed and clarity. The stakes are high—ovarian cancer can reach about 90% five-year survival at stage one, yet overall survival lingers near 49%; pancreatic cancer shows a similar gap, with roughly 80% at stage 1A versus about 13% overall. By making testing accessible and reliable, BCAL aims to move more diagnoses into those early windows when treatment works best.Finally, Shane shares the 12–18 month plan: accelerate breast test volumes, ramp ovarian and pancreatic launches, and build toward a one‑stop biomarker hub for clinicians, alongside preparation to enter the US breast cancer market. If early detection, practical access, and robust data matter to you or your patients, this conversation brings the strategy into focus. Subscribe, share with a colleague, and leave a quick review telling us which barrier to early screening you want solved next.

Send us Fan MailA near-forgotten gold mine with a modern decline, bought for under a million dollars, and already delivering drill grades that beat expectations—that’s the kind of edge we love to unpack. Steve Norregaard, Managing Director of WIN Metals, joins us to share how the team pivoted from nickel exploration to a high-grade gold strategy built around speed, grade, and smart capital use. We dig into the Radio Gold Mine acquisition, why the existing infrastructure matters, and how a “soft start” could put ounces back into production by mid next year.We walk through the first 9,000 metres of drilling at Radio, the plan to recalculate resources early in the new year, and the path to a clear mine plan shortly after. Steve explains why Repeater could be a northeast extension of the main Radio structure and how deeper hits, including a metre at 14 g/t, support a bigger system than first thought. The conversation then shifts to the Kimberley, where the Butchers Creek scoping study outlines around 200,000 recoverable ounces from a 250,000-ounce resource, a C1 cost near A$2,500/oz, and strong project metrics at current Australian gold prices—all while funding a new A$70 million plant.If you care about near-term production, margin resilience, and exploration that actually feeds a mine plan, this one’s for you. We cover the funding runway, upcoming drill news, a maiden resource at Radio, and the staged development that keeps dilution in check. Plus, we talk optionality: the nickel and lithium assets remain in the portfolio, ready for a price turn that could unlock value fast. Subscribe, share with a friend who follows ASX miners, and leave a quick review to tell us what you want us to analyse next.

Send us Fan MailThe map is changing faster than most businesses can. We sit down with Aerometrex CEO Robert Veitch to unpack how a leaner operating model, smarter products, and disciplined sales are turning a complex geospatial portfolio into a growth engine with real operating leverage.Robert breaks down the three pillars: MetroMap, a high‑resolution aerial imagery subscription updated up to six times a year in major cities; LIDAR, delivering precision terrain and asset intelligence for sectors like environment, energy, mining, and infrastructure; and hyper‑realistic 3D meshes that power digital twins and scenario planning. We explore why MetroMap’s ACV now has outsized margin impact, how oblique imagery, elevation profiles, contours, and hillshade reduce site visits and accelerate approvals, and what a cleaner interface means for enterprise adoption. On the LIDAR side, we go inside recent wins with the Queensland Government and Shell QGC, the 52% revenue lift, and the importance of asset utilisation without extra capex. For 3D, we dig into international momentum, practical use cases that justify spend, and the path to scale as digital twins move mainstream.The strategy pivots on “One Aerometrex”: a unified organisation where product, production, PMO, and sales work as one, breaking silos so customers get solutions rather than isolated services. That shift, paired with more than $2 million in cost reductions and two quarters of zero cash burn, sets the stage for profitable growth. Robert also shares highlights from the Q1 trading update, the renewed Landchecker partnership with a multi‑year commitment, and a measured stance on M&A, partnerships, and licensing to maximise shareholder value.If you care about spatial data that actually changes outcomes, this conversation delivers clarity and numbers you can trust. Subscribe, share with a colleague who lives in maps, and leave a quick review to tell us which feature you want to see next.

Send us Fan MailA quieter revolution is unfolding inside battery recycling: selective chemistry that finally makes economic and environmental sense. We sit down with Dr Ebbe Dommisse, CEO of Iondrive, to explore how deep eutectic solvents enable clean, closed-loop recovery of critical minerals from battery black mass, e-waste, magnets, and end-of-life solar panels—and why that unlocks real scale.We trace the strategic entry into Europe through a €3.1 million German battery recycling consortium led by RWTH Aachen and Fraunhofer. With upstream partners supplying black mass and downstream partners preparing to validate cells, the project closes the loop from waste to new materials. Ebbe explains how DES separates nickel and cobalt with high selectivity, cuts the environmental footprint versus hydrometallurgy, and lines up with strict European regulations. Beyond chemistry, the win is commercial: secured feedstock, credible offtake, and performance validation that matters to OEMs.Urban mining becomes the broader play. In North America, the focus is permanent magnets and rare earth recovery alongside partner Colt Recycling. In Europe, EV batteries still dominate, with solar waste rising fast. In Australia, a wave of retired solar panels brings silver and silicon recovery to the fore, supported by local partnerships and policy engagement. We break down why Iron Drive is pursuing two complementary deployment models—hub-and-spoke for Europe’s centralised processing, and modular, co-located units for the geographic sprawl of the US—so the same DES platform can flex across regions and feedstocks.We also map the near-term milestones: commissioning an Australian pilot plant supported by a government grant, initial debugging, then shipping to Germany for consortium operations on a defined timeline. Expect announcements on technology expansion across e-waste verticals, plus additional supply and offtake agreements that firm up volume. If you care about battery recycling, rare earth supply chains, and the economics of circular materials, this conversation offers a clear view of where the market is going and how a chemistry-first approach can lead.If you enjoyed this conversation, follow the show, share it with a colleague who tracks energy transition, and leave a quick review with the one insight you’re taking away.

Send us Fan MailA lab surprise turned frontline hope: we sit down with Dr Liz Dallimore, CEO of Argenica Therapeutics, to unpack a peptide drug designed to protect the brain during the chaotic minutes after stroke and other injuries. Built from a chain of arginines, the therapy targets the glutamate‑driven calcium surge that kills neurons, aiming to stabilise tissue while clot dissolvers or thrombectomy restore blood flow.We trace Argenica’s journey from Perth lab benches to a multi‑centre Phase 2 trial across Australia, where the drug met its primary safety endpoint and showed encouraging trends in functional outcomes at day 30 and day 90, including a 23% improvement in cognitive impairment at day 90. Just as important, the 10‑minute IV infusion fits the reality of emergency care and did not interfere with the efficacy of standard clot‑busting drugs. That bedside practicality matters for hospitals and regulators alike, aligning neuroprotection with established stroke pathways.The conversation digs into AI‑enabled imaging with Brainomix to better understand collateral flow, penumbra, and the fast‑progressor subgroup where an efficacy signal emerged. We also explore the broader pipeline: compelling ferret data in traumatic brain injury that supports a direct move into Phase 2, and an FDA‑orphan backed program in hypoxic ischaemic encephalopathy for newborns, now progressing through piglet studies and heading toward an IND and potential Fast Track. On capital, Liz outlines a pragmatic plan combining cash on hand, the R&D tax rebate, and non‑dilutive grants such as US Department of Defense funding to advance multiple trials without slowing the pivotal stroke study.If you’re tracking innovations in stroke treatment, neuroprotective drugs, AI imaging in acute neurology, or the future of TBI and HIE care, this is a clear-eyed look at what’s working, what’s next, and how trial design is sharpening to benefit the right patients at the right time. Follow the show, share it with a colleague, and leave a review to tell us which milestone you’re watching next.

Send us Fan MailHeavy industry doesn’t need another moonshot. It needs a practical way to swap carbon-heavy hydrogen for a cleaner, cost-competitive alternative that slots into plants already running at scale. That’s where Hazer Group steps in: an iron ore–catalysed process that turns methane into clean hydrogen and high-purity graphite, delivered through a fluidised bed reactor built for industrial realities, not lab-bench hopes.We sit down with Hazer CEO Glenn Corrie to unpack how the technology works, why lowering operating temperature and energy demand is the real unlock for cost, and how a “climate brick” design plugs into ammonia, methanol, refining, LNG, and even power assets as an over-the-fence hydrogen solution. Glenn breaks down the momentum behind the strategic alliance with KBR, including a 30–50 ktpa process design package on track for early next year and a global go-to-market push that targets KBR’s deep footprint across hundreds of ammonia plants. The goal is simple and bold: replace steam methane reforming’s ten tonnes of CO2 per tonne of hydrogen with a drop-in, cleaner pathway that competes on price.The story doesn’t end with hydrogen. For every unit of hydrogen produced, Hazer outputs around three and a half units of graphite—now a designated critical mineral in many regions. We explore the strategy to capture value from graphite amid tightening global supply, including partnerships with First Graphene and Mitsui, new IP in Singapore, and progress on purification to battery-grade specs. Add a strengthened cash runway via a non-dilutive R&D refund, reduced burn, and early revenues from paid studies, and the path to 2026 commercialisation sharpens into view.If you’re tracking decarbonisation of ammonia, methanol, and steel—or you’re weighing the economics of clean hydrogen at industrial scale—this conversation offers a grounded, data-rich view of what’s next. Subscribe, share with a colleague who runs projects or plants, and leave a review with the one question you want us to put to Glenn in the next update.

Send us Fan MailA reliable pay cheque from shares sounds like a dream, but it doesn’t have to be. We sit down with portfolio manager Phil Cornet from Atlas Funds Management to unpack a straightforward idea with powerful outcomes: hold quality Australian dividend payers and sell call options over them to target a 10% annual cash yield, paid quarterly. It’s a candid look at how buy-write strategies trade some upside for steadier income and lower volatility, and why that swap can make sense when multiples stretch and nerves fray.Phil walks us through the mechanics of covered calls in plain English, the role of option premiums in smoothing returns, and the clear limitations when markets surge. We dig into their stock selection process across the ASX 200, blending a quantitative dividend-and-liquidity screen with qualitative checks on balance sheets, earnings durability, and industry structure. Instead of big sector bets, the portfolio spreads across GICS groups and stays underweight tech where dividends and liquidity are thin, aiming to deliver market-like breadth with a calmer ride.We also talk practicalities: who uses a strategy like this, how advisers and institutions blend it with growth allocations, and what realistic distribution targets look like in shifting rate and volatility regimes. With a benchmark tied to RBA cash plus 3%, the fund sets a clear income bar above term deposits, while acknowledging the inevitable trade-offs in runaway bull markets. If you value dependable cash flow, franking potential, and measured risk-taking over chasing every last uptick, this conversation offers a grounded blueprint for income from Australian equities.Enjoyed the conversation? Follow the show, share it with a friend, and leave a quick review so others can find it. Your feedback helps us bring you more clear, practical investing insights.

Send us Fan MailPrices are surging, supply is squeezed, and buyers are searching for reliable sources of tungsten outside China and Russia. We sit down with Gary Lyons, Non‑Executive Chair of Tungsten Mining, to unpack how Mt Mulgine in Western Australia could become a cornerstone supplier for hardmetals, aerospace, energy, and defence—while using near‑term gold to fund the path to scale.Gary takes us inside the market fundamentals: China at roughly 80% of concentrate, Russia near 10%, export bans in place, and a demand profile that could double over the next eight years. Against this backdrop, Mt Mulgine stands out for its size, jurisdictional stability, and multi‑commodity upside—including molybdenum, copper, and silver. We explore the company’s $9.5m capital raise and why a staged, gold‑first approach—supported by strong metallurgical test work and conventional processing—can create early cash flow, reduce upfront capital intensity, and de‑risk the larger tungsten build.We map the execution roadmap from studies to site: advancing engineering, environmental work, and permitting; fast‑tracking PFS and moving to DFS with a target to finalise by end‑2026 to early 2027; and aligning development with market and partnership conditions. Gary also reflects on portfolio strategy—how a years‑long acquisition program built one of the largest “tungsten warehouses” outside China, and why the focus now is on unlocking value rather than more deals. If you care about critical minerals security, supply diversification, and the practical steps to bring a world‑class tungsten project online, this conversation offers clarity, timelines, and a compelling plan.Enjoyed the chat? Follow the show, share it with a colleague who tracks critical minerals, and leave a quick review to help others find us.

Send us Fan MailAustralia’s Iron Corridor is one of the busiest shipping routes on earth—and one of the hardest to decarbonise. We sit down with NH3 Clean Energy chair Charles Whitfield to map a practical path forward: large-scale clean ammonia produced in the Pilbara, bunkered at Dampier, and burned by a new generation of ammonia-ready ships. Instead of chasing hype, we dig into the concrete pieces now falling into place: a 650,000 tpa phase one (scaling to 1.3 million), a 2029 first production target, and a landmark MOU with Mitsui O.S.K. Lines and Oceania Marine Energy to build a reliable bunkering ecosystem.We unpack the demand flywheel driven by Japanese and Korean energy policies and the looming economics of the IMO’s carbon pricing from 2028. Charles explains why an end-to-end value chain matters—production at Maitland, near-port storage for fast turnarounds, refuelling tankers operated by Oceania, and MOL’s leadership on the Pilbara–Asia route—to make switching easy for iron ore exporters. A scarce 7.5-hectare site at the Port of Dampier emerges as a quiet game-changer, enabling storage buffers, efficient loading, and scalable capacity for both export cargoes and marine fuel, reducing bottlenecks and downtime.We also talk investor milestones on the road to a 2026 final investment decision: approvals, detailed engineering, construction and operations agreements, and financing pathways. Whether via traditional project finance and an EPC partner or a build–own–operate collaboration, the team’s strategy is to de-risk delivery while aligning with Western Australia’s push to become a global renewable energy powerhouse. If you’re tracking clean shipping, hydrogen and ammonia markets, or ASX-listed energy transition plays, this conversation lays out the how, not just the why.Enjoyed the chat? Follow the show, share this episode with a colleague in shipping or resources, and leave a short review to help more people find thoughtful conversations on clean energy and decarbonised trade.

Send us Fan MailWhat if the real competitive edge in enterprise transformation isn’t a new tool, but the ability to deliver at speed with trust? We sit down with StepChange Holdings’ managing director Shane Bransby to unpack how a fresh ASX listing became a lever for credibility, talent, and tier-one wins—especially across Western Australia’s resource-heavy economy where multi-year programs demand both governance and grit.We explore why demand for ERP transformation keeps rising: capital projects in mining and energy, the urgency of cloud migration, and the push for measurable productivity gains in finance, HR, and supply chain. From SAP-led programs to pragmatic client-side integration, we share the playbook that’s helping StepChange beat prospectus forecasts and grow to 161 billable consultants. Being sovereign-based and on the ground in Perth matters here—shorter feedback loops, tighter security postures, and a delivery culture that prioritises outcomes over slideware.You’ll hear how cloud is the true starting line for AI, not the finish, and why structured ERP data unlocks practical automation—from invoice coding and asset maintenance to demand planning and spend analytics. We also talk through the growth thesis for FY26: steady organic demand from tier-one clients, a measured M&A strategy to add specialisation and scale, and the operating discipline that turns programs into referenceable wins. If you care about SAP, cloud ERP, AI readiness, or the realities of building a credible consultancy on the ASX, this conversation offers a clear, actionable view of what creates value right now.If this resonated, follow the show, share it with a colleague, and leave a quick review—your support helps more leaders find conversations like this.

Send us Fan MailHealthcare shouldn’t feel like a maze. In this candid talk with Global Health Managing Director Mathew Cherian, we unpack how a connected SaaS stack—MasterCare+ for clinicians, Lifecard for consumers, HotHealth as the digital front door, and ReferralNet for secure messaging—can turn fragmented journeys into coordinated care. The stakes are real: chronic mental health, diabetes, cardiovascular disease, and AOD services demand team-based workflows that stretch from hospital to home. With budgets tight across public and private sectors, the only path forward is smarter systems that do more with less.Mathew explains the company’s heavy lift from legacy desktop to modern SaaS and AI, a three-year investment that’s now driving a 6% subscription revenue lift and a return to positive operating margins. We dig into practical AI: scribes that cut documentation time, triage avatars that route people to the right help, and clinical documentation support that raises quality and compliance. The vision is grounded—open integrations, best-of-breed components, and choice for customers—so organisations can adopt the right tools without lock-in.We also explore growth levers: Lifecard’s refreshed UI/UX and new monetisation via direct-to-consumer and B2B2C models; a partnership with Best Practice that opens access to 6,000+ GP practices; and a measured international push into ASEAN markets where ageing populations and chronic disease trends mirror Australia’s. With R&D spend tapering and more than a dozen implementations underway, the team is shifting energy to sales, marketing, and repeatable migrations that compress delivery timelines and improve margins. The message to investors is clear: complete the SaaS transition in 12–18 months, grow ARR, and return to profitability by June 2026, with a portfolio that follows the patient from first consult to recovery across settings.If you value thoughtful takes on digital health, AI in care delivery, and the hard work of turning platforms into outcomes, this conversation is for you. Subscribe, share with a colleague who’s wrestling with care coordination, and leave a review with your biggest question about patient-controlled records.

Send us Fan MailRare earth elements are the unsung heroes powering everything from wind turbines to guided missiles, yet securing their supply remains one of the greatest challenges in the transition to clean energy and advanced technologies. In this revealing conversation with Andrew Reid, Managing Director of Brazilian Critical Minerals, we explore a breakthrough that could fundamentally alter the rare earth landscape.The results from BCM's in-situ pilot trials at their Ema Project in Brazil have exceeded all expectations. Solution grades reaching nearly 8,000 ppm – far surpassing laboratory predictions – demonstrate the exceptional leaching characteristics of their ionic clay deposit. "Every time we ask it to perform, it's been able to deliver quite outstanding results," Reid explains. Perhaps most striking is how the mineralization, while not exceptionally high-grade in the ground, achieves remarkable recovery rates through their innovative extraction approach.What truly sets the Ema Project apart is its economic profile. With a projected capital cost of just US$55 million – a fraction of what competitors require – BCM has positioned itself to potentially become the next commercial rare earth producer outside China. This capital efficiency isn't just good for investors; it dramatically accelerates the timeline to production at a moment when rare earth prices have surged 30% in recent months. The project's unique composition includes significant quantities of samarium and other middle rare earths crucial for defense and aerospace applications, making it exceptionally valuable for strategic industries.As the company progresses toward completion of its feasibility study in early 2024, the Ema Project represents a potential turning point in Western efforts to secure critical mineral supply chains. For investors watching the critical minerals space, Brazilian Critical Minerals offers a compelling combination of technical innovation, capital efficiency, and strategic value that's worth following closely. Subscribe to hear more breakthrough stories from companies transforming the resources landscape.

Send us Fan MailA blocked artery isn’t the end of the story—what happens when blood rushes back can decide how much tissue survives. We sit down with Nyrada CEO James Bonner to unpack how Xolatryp, a small molecule TRPC channel blocker, aims to protect mitochondria, cut calcium overload, and reduce injury after heart attack, traumatic brain injury, and stroke. With Phase I safety in the bank and a Phase IIA study planned for PCI patients, we dig into the practical metrics that matter: MRI‑based infarct size, blood biomarkers, heart function, and arrhythmia rates.James explains why mitochondrial stability is the hinge point in ischemia‑reperfusion injury and how preclinical work with the Walter Reed Army Institute of Research supports Xolatryp’s mechanism. We talk through the study design choices that bring the drug into the cath lab at the right moment, the potential to standardize dosing alongside angioplasty, and the broader clinical logic that could translate across cardiology and neurology. The conversation also explores Nyrada’s IP moat with a composition‑of‑matter patent, the company’s lean, virtual operating model, and a funding plan combining new equity and R&D rebates to carry the program through Phase IIA.If you care about where the next leap in acute care may come from, this is a grounded look at a therapy built for minutes‑matter medicine. We share Nyrada’s two‑to‑three‑year outlook, including a licensing‑by‑indication strategy across key markets, and frame the market size anchored by roughly two million annual PCI procedures in developed regions. Subscribe for more ASX‑focused biotech briefings, share this with a colleague who tracks cardiovascular or neuro trauma innovations, and leave a review to tell us which endpoints you believe should define success.

Send us Fan MailDive deep into Medallion Metals ambitious gold and copper development strategy with Managing Director Paul Bennett in this revealing conversation. Paul outlines how the company is revolutionising their approach by acquiring the Forrestania processing infrastructure from IGO, a move that dramatically reduces both time and capital requirements on their path to production.With impressive mineral resources of 1.1 million ounces of gold and 40,000 tonnes of copper in Western Australia's southern goldfields, Medallion is strategically positioned for growth. Paul explains their calculated decision to secure a secondary ball mill ahead of final investment decision, keeping them on track for first metal production by late 2026 and commercial production in 2027.The economics look compelling – their previous scoping study showed a $329 million NPV and 129% IRR, figures that are likely to improve substantially given rising gold prices and plans to increase mill throughput. Recent drilling at the Kundip Mining Centre has revealed exciting new loads that could extend mine life and increase production rates, while strong interest from offtake partners (with some offering funding solutions up to $85 million) validates the project's quality.With $29 million in cash reserves and a clear development pathway, Medallion Metals stands at the threshold of transformation. Whether you're an investor seeking exposure to precious metals, a mining enthusiast tracking emerging producers, or simply curious about innovative approaches in the resources sector, this episode offers valuable insights into a company poised for significant growth. Subscribe to ASX Briefs for more conversations with the leaders shaping Australia's mining future.

Send us Fan MailThe global logistics industry is long overdue for a technological revolution. With most systems still running on software developed 25-30 years ago, freight forwarders and customs brokers have been starved of innovation and choice. That's where Yojee Limited steps in.Mark Connell, CEO of Yojee Limited, reveals how his company is disrupting traditional logistics models with their groundbreaking MOSAIC platform. Unlike competitors who simply build "better mousetraps," Yojee approaches longstanding industry problems from entirely fresh angles. Their single, seamless global platform unites supply chain participants in a community-driven ecosystem that simplifies cargo management while challenging entrenched incumbents.The market response has been extraordinary. Following MOSAIC's unveiling at Australia's largest freight forwarding conference, Yojee saw their share price jump as industry insiders rushed to invest. A recent heavily oversubscribed capital raise will accelerate R&D at their Sydney headquarters and support expansion of their Transport Carrier Management System (TCMS) across Asia Pacific.Perhaps most impressive is Yojee's strategic shortcutting of barriers that have kept others from challenging industry monopolies. Through their SmartYojee joint venture, they've secured critical customs technology—typically taking years to develop—reducing both time-to-market and costs by 2-5 years. Meanwhile, enterprise contracts with major players like APP Indonesia and Röhlig Logistics Singapore are providing immediate revenue streams.What's next? Their beta program remains on track for completion this quarter, with revenue-generating contracts expected in early 2026. From there, expansion will continue across Australia, New Zealand, Southeast Asia and eventually into Africa and Latin America. Want to witness a logistics revolution in action? Yojee is definitely one to watch.

Send us Fan MailDiscover how Critica Limited is positioning itself to become Australia's next rare earth developer through its flagship Jupiter project – the largest clay-hosted rare earth deposit in Australia with an impressive 1.8 billion tons of resource at 1,700 ppm TREO.CEO Jacob Deysel, a mining engineer with nearly three decades of global experience, reveals the three key advantages setting Jupiter apart: scale, simplicity, and speed. The project's innovative beneficiation-first approach reduces mass by 95% while achieving an 800% upgrade in feed grade using conventional metallurgical equipment. This pathway delivers a high-grade mixed rare earth carbonate while keeping capital expenditure, operating costs, and environmental footprint exceptionally lean.What makes Jupiter particularly valuable is its rich concentration of magnet rare earth elements – neodymium, praseodymium, terbium, and dysprosium – which represent 80-90% of the basket value and are essential for manufacturing permanent magnets that power future technologies. With China controlling approximately 70% of global mining and 90% of refining capacity, Western manufacturers are urgently seeking alternative, transparent, and ESG-compliant supplies of these critical minerals.Jupiter's concentrate also features exceptionally low uranium and thorium levels, simplifying approvals, shipping logistics, and market access to sensitive regions including the US, Japan, Korea, and Europe. Beyond Jupiter, satellite discoveries at Aurora and Juno demonstrate the district-scale potential of the Brothers project, potentially transforming it from a single-deposit story into a multi-deposit rare earth district.Listen as Jacob outlines Critica's ambitious development timeline, including partnerships with ANSTO, Minutech, and GAVAQ to advance their metallurgical program, a pilot plant to upscale beneficiation, and a comprehensive scoping study expected before mid-2024. Subscribe to ASX Briefs for ongoing updates as Critica works to transform Jupiter from a world-class resource into Australia's next rare earth development success story.