Homodeus Research

Further Reading & Listening 🎧 GU Cast | Urology Podcast – "Is Copper the new Gold??! Co-PSMA trial in European Urology" https://www.podchaser.com/podcasts/gu-cast-urology-podcast-2221144/episodes/is-copper-the-new-gold-co-psma-292293994 📄 European Urology – Co-PSMA Trial Publication https://doi.org/10.1016/j.eururo.2026.03.001 These resources were referenced during the webinar and provide additional clinical context around the Co-PSMA trial and the development of Cu-64 SAR-bisPSMA. Can Clarity Pharmaceuticals (ASX:CU6) become a global leader in radiopharmaceuticals for prostate cancer? In this episode of the Homodeus Research Podcast, Dr Alan Taylor, Executive Chair of Clarity Pharmaceuticals, discusses the company's differentiated copper-based radiopharmaceutical platform, progress across its Phase 3 clinical programs, and the commercial opportunity for next-generation prostate cancer imaging and therapy. Dr Taylor explains why Clarity chose copper isotopes over conventional imaging agents, the science behind the company's proprietary SAR technology, and how its platform is designed to improve both cancer diagnosis and treatment. The discussion covers the landmark Co-PSMA study, progress across the CLARIFY, AMPLIFY and ACCURACY Phase 3 trials, manufacturing strategy, intellectual property, regulatory pathway, commercialisation plans and the long-term outlook for radiopharmaceuticals in oncology. The episode concludes with an extensive live investor Q&A covering competitive positioning, partnerships, M&A, manufacturing capacity, future pipeline expansion and the key catalysts investors should watch over the coming 12–24 months. Whether you're interested in biotechnology, nuclear medicine, oncology or ASX healthcare companies, this episode provides a comprehensive overview of one of Australia's leading radiopharmaceutical developers. Topics Covered - Introduction to Clarity Pharmaceuticals - Why copper isotopes may outperform existing imaging agents - The science behind the SAR technology platform - Co-PSMA clinical trial results - CLARIFY, AMPLIFY & ACCURACY Phase 3 programs - Commercialisation strategy - Manufacturing and intellectual property - Regulatory pathway and future milestones - Expansion beyond prostate cancer - Live investor Q&A

Can Flexiroam (ASX:FRX) become a global leader in eSIM connectivity? In this episode of the Homodeus Research Podcast, Founder & CEO Jef Ong and CFO Grant Wong discuss Flexiroam's transformation from a travel eSIM provider into a global connectivity platform serving consumers, enterprises and IoT devices across more than 200 countries and regions. Jef explains why he returned as CEO to lead the company's next phase of growth, how Flexiroam navigated the challenges of the COVID-19 pandemic, and the strategic initiatives that have repositioned the business for sustainable, recurring revenue growth. The discussion explores the rapid adoption of eSIM technology, expanding enterprise and IoT opportunities, strategic partnerships with Etihad Airways and DragonPass, AI-driven customer support, financial performance, and the long-term outlook for global mobile connectivity. The episode concludes with a live investor Q&A covering customer acquisition, competitive positioning, profitability, international expansion and future growth catalysts. Whether you're interested in telecommunications, travel technology, enterprise connectivity or ASX technology companies, this episode provides a comprehensive overview of Flexiroam's business model, competitive advantages and long-term strategy. Topics Covered - Flexiroam's journey from startup to ASX-listed company - Why Jef Ong returned as CEO - The global eSIM market opportunity - Consumer, enterprise and IoT connectivity - Partnerships with Etihad Airways and DragonPass - AI and automation across the business - Recurring revenue and financial turnaround - International expansion strategy - Key growth catalysts - Live investor Q&A

Can Green & Gold Minerals (ASX:GG1) become one of North Queensland's next significant gold and critical minerals explorers? In this episode of the Homodeus Research Podcast, Quentin Hill, Managing Director of Green & Gold Minerals, discusses the company's strategy to build a diversified exploration portfolio spanning gold, copper, tin and silver across one of Australia's most prospective mining regions. Quentin explains the investment case behind the Wandoo Gold Project, the acquisition of the Herberton Critical Metals Project, and how Green & Gold Minerals is combining resource growth, regional consolidation and disciplined exploration to create long-term shareholder value. The discussion covers the company's existing mineral resources, high-priority exploration targets, upcoming drilling programs, development strategy and the key catalysts investors should watch over the next 12 months. Quentin also shares his outlook on the current gold market, the growing importance of critical minerals, and why North Queensland is emerging as a highly attractive exploration jurisdiction. The episode concludes with a live investor Q&A covering exploration priorities, project economics, regional opportunities and future growth plans. Whether you're interested in ASX gold stocks, copper explorers or Australia's critical minerals sector, this episode provides a comprehensive overview of Green & Gold Minerals' investment thesis and long-term strategy. Topics Covered - Introduction to Green & Gold Minerals - Investment thesis and company strategy - Wandoo Gold Project overview - Herberton Critical Metals Project - Gold, copper, tin and silver opportunities - North Queensland exploration potential - Resource growth strategy - Upcoming drilling programs - Near-term catalysts - Live investor Q&A

Can Australia build sovereign AI infrastructure that competes on the global stage? In this episode of the Homodeus Research Podcast, David Keane, Co-Founder & CEO, and Rahul Vaidya, CFO, of SCX.ai (ASX:SCX) discuss the company's vision to build Australia's sovereign AI infrastructure and why access to high-performance AI compute is becoming a strategic national capability. The discussion explores SCX.ai's AI factory strategy, the launch of Node One, the transition from AI training to inference, and how enterprises are increasingly seeking secure, low-latency AI infrastructure hosted within Australia. Management explains why sovereign AI is emerging as a key theme for governments and businesses, and how SCX.ai aims to capitalise on this structural shift. David and Rahul also discuss customer adoption, infrastructure economics, capital allocation, scalability, and the long-term opportunity created by accelerating demand for enterprise AI and GPU computing. During the discussion, the team also demonstrates SCX.ai's public benchmarking platform, allowing users to compare AI model performance, latency and response speeds in real time. Try the benchmark yourself: https://scx.ai/benchmarks Whether you're interested in artificial intelligence, cloud infrastructure or emerging ASX technology companies, this episode provides an in-depth look at one of Australia's newest AI infrastructure businesses. Topics Covered - Introduction to SCX.ai - Why sovereign AI matters - AI factories and GPU infrastructure - The shift from AI training to inference - Node One and future infrastructure rollout - Customer adoption and enterprise demand - AI infrastructure economics - Capital allocation and growth strategy - Live AI benchmark demonstration - Future catalysts and investor Q&A

Can the next major AI investment opportunity come from solving one of artificial intelligence's biggest infrastructure challenges? In this episode of the Homodeus Research Podcast, Tim Wither, Managing Director of Critical Resources (ASX:CRR), is joined by Eric Martinez Gurrea, Technical Adviser, to discuss the company's entry into two-phase spray cooling technology and why advanced thermal management could become a critical enabler of next-generation AI infrastructure. As AI models continue to demand exponentially more computing power, traditional air cooling systems are approaching their practical limits. Tim and Eric explain how two-phase cooling works, why it can improve thermal performance and energy efficiency, and how the technology could support higher-density AI servers and hyperscale data centres. The discussion also explores the size of the global data centre cooling market, the commercialisation pathway, technology validation, intellectual property strategy, and the long-term opportunity created by the rapid expansion of AI infrastructure worldwide. Whether you're interested in artificial intelligence, semiconductors, data centres or emerging ASX technology companies, this episode provides an in-depth look at one of the fastest-growing segments supporting the AI revolution. Topics Covered - Why AI is transforming data centre infrastructure - The growing importance of advanced cooling technologies - How two-phase spray cooling works - Limitations of conventional air cooling - Energy efficiency and higher computing density - Commercialisation strategy and technology validation - Intellectual property and competitive positioning - Global market opportunity for AI infrastructure - Key milestones and future catalysts - Live investor Q&A

Can Alterity Therapeutics (ASX:ATH) become the first company to develop a disease-modifying treatment for Multiple System Atrophy (MSA)? In this episode of the Homodeus Research Podcast, Dr David Stamler, Managing Director & CEO of Alterity Therapeutics, discusses the company's lead therapeutic candidate, ATH434, and the latest progress toward a pivotal Phase 3 clinical trial following alignment with the U.S. Food and Drug Administration (FDA). Dr Stamler explains the underlying science behind ATH434, how abnormal iron accumulation contributes to neurodegenerative disease, and why Alterity believes its therapy has the potential to slow disease progression rather than simply manage symptoms. The discussion explores recent clinical data, biomarker results, the significance of the FDA's feedback on the Phase 3 registration pathway, the recently granted U.S. composition-of-matter patent, commercial opportunities in rare neurological diseases, and the key milestones investors should watch over the coming years. Whether you're an investor interested in biotechnology, neuroscience or ASX healthcare companies, this episode provides a comprehensive overview of Alterity's science, regulatory strategy and long-term growth potential. Topics Covered - Overview of Alterity Therapeutics - Understanding Multiple System Atrophy (MSA) - How ATH434 works - FDA agreement on the Phase 3 registration study - Clinical trial and biomarker results - The significance of the new U.S. patent - Commercial opportunity for disease-modifying therapies - Pipeline and future development strategy - Key regulatory and clinical catalysts - Live investor Q&A

Can Complii FinTech Solutions (ASX:CF1) become the software infrastructure powering Australia's capital markets? In this episode of the Homodeus Research Podcast, Craig Mason, Executive Chair of Complii FinTech Solutions (ASX:CF1), discusses the company's vision to build an integrated software ecosystem for stockbrokers, corporate advisers, wealth managers and listed companies. Craig explains how Complii has evolved from a compliance software provider into a comprehensive capital markets SaaS platform, offering solutions across CRM, compliance, registry, capital raising, investor engagement and corporate advisory workflows. He also shares how artificial intelligence is being integrated throughout the platform to improve productivity, automate repetitive tasks and create additional value for customers. The discussion explores Complii's recurring revenue model, customer acquisition strategy, enterprise opportunities, product roadmap and long-term growth outlook, while highlighting the structural trends driving digital transformation across financial services. The episode concludes with a live Q&A, where Craig answers shareholder questions on product development, acquisitions, AI strategy, profitability and future growth opportunities. Topics Covered - Overview of Complii FinTech - Building an end-to-end capital markets software platform - AI integration across Complii's products - CRM, compliance and registry solutions - Capital raising and investor engagement software - Recurring SaaS revenue strategy - Enterprise customer opportunities - Product roadmap and acquisitions - Financial outlook and long-term growth - Live investor Q&A

What does it take to develop one of Queensland's largest undeveloped copper projects? In this episode of the Homodeus Research Podcast, Frazer Tabeart, Managing Director of Alma Metals (ASX:ALM), discusses the company's strategy to advance the Briggs Copper Project in central Queensland—a large-scale copper development with existing resources, established infrastructure and significant exploration upside. Frazer explains why Alma has positioned itself as a pure-play copper company, the advantages of operating in a Tier-1 mining jurisdiction, and how the company is progressing the project through engineering studies and an extensive drilling campaign designed to unlock additional value. The conversation covers the Briggs Joint Venture, resource scale, development strategy, metallurgy, infrastructure, permitting, copper market fundamentals and the key milestones investors should watch as the project moves towards future development. The episode concludes with a live Q&A, where Frazer answers shareholder questions on exploration, project economics, financing and the long-term outlook for Alma Metals. Topics Covered - Overview of Alma Metals and the Briggs Copper Project - Why copper demand is expected to grow - Resource scale and exploration upside - Joint venture structure with Canterbury Resources - Pre-preliminary feasibility study (Pre-PFS) progress - Current drilling program and development milestones - Infrastructure advantages near Gladstone - Project economics and pathway to development - Copper market outlook - Live investor Q&A

How can artificial intelligence simplify one of the world’s most complex business processes? In this episode of the Homodeus Research Podcast, Amos Simantov, CEO of Way2VAT (ASX:W2V), discusses how the company is using AI to automate global VAT recovery, e-invoicing and tax compliance for multinational businesses. Amos explains how Way2VAT has evolved from a VAT reclaim provider into a broader AI-powered TaxTech platform, helping enterprises reduce costs, improve compliance and streamline financial operations across multiple jurisdictions. The discussion explores the company’s four-pillar growth strategy, including VAT reclaim, e-invoicing, invoice validation and AI-driven tax automation. Amos also shares insights into the size of the global TaxTech opportunity, customer adoption trends, recurring SaaS revenue, competitive advantages, and the long-term vision for the business. Whether you’re an investor, finance professional or interested in enterprise AI software, this episode provides an in-depth look at one of the ASX’s emerging AI-enabled SaaS companies. Topics Covered * Way2VAT’s AI-powered TaxTech platform * Global VAT reclaim automation * AI-driven invoice validation * E-invoicing and digital tax compliance * The four-pillar growth strategy * SaaS business model and recurring revenue * Enterprise customer adoption * International expansion opportunities * Competitive positioning in the TaxTech industry * Live investor Q&A

Could titanium become one of the next major critical minerals investment themes? In this episode of the Homodeus Research Podcast, the CEO of McLaren Minerals joins us to discuss the company’s flagship heavy mineral sands project, its strategy to become a future producer of titanium-bearing minerals, and why demand for critical minerals is expected to remain strong over the coming decades. The conversation explores the project’s resource scale, the economics of heavy mineral sands, the importance of ilmenite, rutile and zircon, and the role these minerals play across aerospace, pigments, advanced manufacturing and renewable energy supply chains. Management also provides an update on the company’s development strategy, progress towards a Bankable Feasibility Study (BFS), permitting, funding considerations, and the key milestones investors should watch over the next 12–24 months. Whether you’re an investor interested in mining, critical minerals or the titanium supply chain, this episode offers a comprehensive overview of McLaren Minerals’ strategy, project quality and long-term growth potential. Topics Covered * Overview of McLaren Minerals * The investment case for titanium * Heavy mineral sands explained * Ilmenite, rutile and zircon markets * Critical minerals demand outlook * Project development strategy * Bankable Feasibility Study (BFS) update * Permitting and approvals * Financing and pathway to production * Live investor Q&A

How is Freelancer (ASX:FLN) positioning itself for the next wave of AI-driven productivity and global digital commerce? In this episode of the Homodeus Research Podcast, Dylan Carter, Chief Financial Officer of Freelancer Limited, discusses the company’s evolving strategy, the impact of artificial intelligence on its marketplace, and how businesses including Escrow.com and Loadshift are creating additional growth opportunities. The conversation explores Freelancer’s leadership in the global freelancing marketplace, how AI is changing both client demand and freelancer productivity, and why management believes the company is well positioned to benefit from long-term structural trends in remote work and digital services. Dylan also provides insight into Escrow.com’s expanding role in high-value online transactions, the growth of AI-related projects, capital allocation, financial performance, and the key milestones investors should watch over the coming years. The episode concludes with a live Q&A covering shareholder questions on AI, marketplace dynamics, Escrow.com, profitability, and future growth initiatives. Topics Covered * Freelancer’s marketplace strategy and competitive advantages * How AI is transforming freelance work * Growth in AI-related projects and demand * Escrow.com’s expanding opportunities * Loadshift and the logistics marketplace * Financial performance and capital allocation * Margin expansion and profitability * Product innovation and marketplace enhancements * Long-term growth strategy * Live investor Q&A

How is embedded finance reshaping the way small businesses access capital? In this episode of the Homodeus Research Podcast, Rael Ross, CEO of Butn (ASX:BUT), discusses the company’s mission to simplify business funding through technology-driven lending solutions and embedded finance partnerships. Rael explains how Butn has evolved from invoice finance into a broader working capital platform, the strategic importance of its partnership with MYOB, and why embedding finance directly into business software could significantly expand the company’s addressable market. The conversation also explores Butn’s proprietary lending platform, credit risk management, funding model, customer acquisition strategy, profitability outlook, and the key growth opportunities management sees over the coming years. Whether you’re an investor, fintech enthusiast or interested in the future of SME lending, this episode provides valuable insight into one of the ASX’s emerging financial technology companies. Topics Covered * Butn’s evolution into an embedded finance platform * How embedded finance is changing SME lending * The strategic MYOB partnership * Invoice finance and working capital solutions * Credit risk management and proprietary technology * Funding model and capital efficiency * Customer growth and distribution strategy * Path to sustainable profitability * Australian fintech industry outlook * Live investor Q&A

How does an Australian-listed company become one of the world's leading electric two-wheeler manufacturers? In this episode of the Homodeus Research Podcast, Ivan Teo, Managing Director of Vmoto (ASX:VMT), discusses the company's global strategy, commercial partnerships, and the long-term outlook for the electric motorcycle industry. Ivan explains why Vmoto is targeting commercial fleet operators, how partnerships with Uber, Ducati, and MotoGP are strengthening the brand, and why electric motorcycles are expected to play an increasingly important role in urban transportation around the world. The conversation also covers Vmoto's manufacturing footprint, international expansion strategy, battery technology, competitive positioning, and the key opportunities and challenges facing the business over the coming years. Whether you're an investor, EV enthusiast or simply interested in the future of sustainable mobility, this episode provides an in-depth look at one of the ASX's leading electric mobility companies.

Havilah Resources (ASX:HAV) Managing Director Dr Chris Giles joins Homodeus Research to discuss the company's strategy of discovering, advancing and partnering major mineral projects across South Australia's highly prospective Curnamona Province. The discussion covers Havilah's flagship Kalkaroo copper-gold project, the Mutooroo copper-cobalt project, strategic partnerships with Sandfire Resources and Hillgrove Resources, and why copper and critical minerals are expected to play an increasingly important role in the global energy transition. Topics covered include: • Havilah's "Prospect, Prove & Partner" business model • Why South Australia remains one of the world's premier mining jurisdictions • Kalkaroo copper-gold development strategy • Mutooroo copper-cobalt opportunity • Sandfire and Hillgrove partnerships • Exploration pipeline and long-term growth • Copper demand and critical minerals outlook • Live investor Q&A Whether you're an ASX investor, mining enthusiast or interested in the future of copper and critical minerals, this episode provides an in-depth look at one of Australia's emerging resource companies.

Union Star Metals (ASX:USM) CEO Lucas Stanfield joins Homodeus Research to discuss the company's transformation into a focused US precious metals explorer and why its Cobb Creek Gold Project in Nevada has become its flagship asset. In this conversation, Lucas explains the strategic reset of the business, the investment case for exploring in Nevada, and the significance of the newly identified Central Concealed Target. The discussion also covers the historic McColl gold deposit, permitting progress, upcoming maiden drilling, and how management has streamlined the company's portfolio to focus on high-impact exploration. Whether you're an existing shareholder or looking for emerging ASX gold opportunities, this episode provides a comprehensive overview of Union Star's strategy, project potential and near-term catalysts.

Helium is becoming an increasingly strategic commodity, underpinning industries such as semiconductors, AI infrastructure, MRI systems, aerospace and advanced manufacturing. At the same time, natural hydrogen is emerging as a potentially transformative new energy source, with Australia positioned as one of the most prospective regions globally. In this episode, Wei Sim, Founder and Lead Analyst at Homodeus Research, speaks with Dr Krista Davies, Chief Operating Officer of Prominence Energy (ASX:PRM) and one of Australia's leading experts in natural hydrogen exploration. The discussion explores: Why helium demand is accelerating and why global supply remains constrained. The growing investment case for natural hydrogen and how it differs from green and blue hydrogen. Prominence Energy's Gawler Hydrogen Project and Northern Hinge Project in South Australia. Geological evidence supporting the company's exploration strategy. Upcoming exploration milestones, target ranking and drilling plans. Farm-out opportunities, funding strategy and exploration optionality, including methane potential. A live Q&A covering the company's next catalysts. Whether you're interested in critical minerals, the energy transition or emerging ASX opportunities, this conversation provides an in-depth look at one of Australia's most exciting frontier exploration stories. Guest: Dr Krista Davies, Chief Operating Officer, Prominence Energy (ASX:PRM) Host: Wei Sim, Founder & Lead Analyst, Homodeus Research

In this episode of the Homodeus Research Podcast, Wei Sim sits down with Ron Mitchell, Managing Director of Firebird Metals, to discuss one of the most significant developments in battery materials: lithium manganese iron phosphate (LMFP). Ron explains why LMFP isn't a completely new battery technology—but rather an evolution of lithium-ion chemistry that can deliver similar performance while reducing reliance on expensive nickel. The discussion explores why global battery manufacturers are increasingly focused on manganese-rich chemistries, how Western producers can improve their cost competitiveness, and why Firebird's proprietary processing technology could position the company at the forefront of this emerging trend. The conversation also covers Firebird's technology, commercial strategy, industry partnerships, upcoming catalysts, and the broader outlook for battery materials as EV adoption continues to accelerate. Topics covered: Why LMFP is attracting global attention LFP vs NMC vs LMFP battery chemistry explained How manganese can reduce battery costs Why battery manufacturers are changing chemistries Firebird's proprietary processing technology Commercialisation strategy and competitive advantages The outlook for Western battery supply chains Key catalysts investors should watch Whether you're an investor, battery enthusiast, or interested in the future of electric vehicles, this episode provides an accessible overview of one of the industry's fastest-evolving technologies.

Qualitas (ASX: QAL) is one of Australia's leading real estate alternative investment managers, with $10.9 billion in funds under management and $40 billion in real estate assets financed over 18 years. In this Sharewise investor webinar, Group Managing Director and Co-founder Andrew Schwartz joins Homodeus Research founder Wei to discuss why Qualitas exists at the intersection of Australia's housing shortfall and the banks' structural retreat from real estate lending. Topics covered include: How Qualitas performed through 13 consecutive rate hikes — and why the model works in both rising and falling rate environments The stability of Qualitas' capital base, with more than 90% held in closed-ended or listed structures The recent acquisition of Starz, giving Qualitas its first European platform in a market five times the size of Australia's Qualitas' proprietary AI-enabled credit execution platform and its role in the group's upgraded margin target What recent Federal Budget changes to negative gearing and CGT mean for real estate private credit How institutional investors are re-rating Australia as a destination for real estate credit capital Qualitas' risk management approach and portfolio stress-testing assumptions Important note: This discussion took place during Qualitas' results blackout period. All statements referenced information already publicly disclosed to the ASX, including the Macquarie Australia Conference presentation (5 May 2026), the European expansion announcement (12 June 2026), and the AI initiatives update (26 June 2026). No new financial or performance information was provided, and nothing in this episode constitutes financial product advice. This content has been produced by Homodeus Research (homodeus.one), a Corporate Authorised Representative of Sharewise Pty Ltd (AFSL 280420), under an issuer-pays research model. Qualitas is a current or prospective client of Sharewise/Homodeus Research. This is general information only and does not constitute personal financial product advice. It does not take into account your objectives, financial situation, or needs. Homodeus Research and its representatives may receive fees from the companies covered. Full disclosures are available at homodeus.one.

Manhattan Gold Corporation [ASX: MHC] has spent the past year quietly assembling one of the more compelling junior gold setups on the ASX: a 665km² project in Canada's second-largest greenstone belt, a newly refreshed management team, a fully funded drill program, and a historic resource that's barely been touched at depth. In this episode, Homodeus Research's Anthony Han speaks with Bay Rezos, General Manager of Manhattan Gold, about the company's 2026 exploration program at Hook Lake in Nunavut — the first modern drill campaign on the project in 30 years. What we cover: Hook Lake Overview Hook Lake sits in the Rankin-Ennadai greenstone belt — the second-largest in Canada — alongside neighbours Agnico Eagle (5 million ounce resource, 4,000oz/yr production) and B2Gold's Vickers deposit. The project covers 665km² with 12 identified prospects. Manhattan holds 20-year exploration agreements with the two local Inuit communities and a 7-year drilling permit following regulatory clearance from the Nunavut Impact Review Board. JAWS — The Anchor Target The JAWS deposit carries a historical resource of 285,000oz at 2.3g/t gold. Historic drilling only reached 190m vertical depth on average — compared to Agnico Eagle drilling to over 1km in the same belt. Manhattan is allocating ~3,000m of its 4,000m RC program to test depth extensions and grow the strike from 940m toward 3km. The Five 2026 Drill Targets JAWS — depth and strike extension of the existing resource Omega — first-ever drill test of a banded iron formation (BIF) gold target, identified via aeromagnetics; same geology type that underpins the large deposits in the belt Quantum & Lotus — two orogenic gold targets, never drill-tested, with 2025 rock chips returning up to 11g/t Au and 1,400g/t Ag Spectre — a volcanogenic massive sulphide (VMS) deposit drilled in the 1970s; shallow holes returned 3% Cu, 95g/t Ag and 1g/t Au Vanquish — a newly acquired target 80km west in the Kaminak greenstone belt, with the strongest gold-arsenic till anomaly recorded in that belt; channel and rock chip assays are currently in the lab Supporting Exploration Program Till sampling across the project to better define the BIF geology; aeromagnetic survey expanded to cover Vanquish (two planes now operating); LiDAR and orthophoto survey recently completed for both targeting and project engineering. News Flow Assay turnaround is approximately two to three weeks via the Yellowknife lab. With the drill now turning at JAWS, investors can expect regular results through to approximately November 2026. Nunavut: Why It Matters Beyond the geology, Bay discusses why Nunavut is an increasingly compelling jurisdiction: growing Inuit-led communities that see mining as a pathway to economic self-sufficiency, Canadian government investment in Arctic infrastructure (all-season roads, deep-sea ports, the Grays Bay Road & Port Project), and the broader geopolitical backdrop of Arctic sovereignty and critical minerals security. Other Assets Tivovara (NSW) — 220km of strike in the Coonaberry Gold District; earn-in farming agreement with Novo Resources progressing (Stage 1 complete; Stage 2 underway; 70/30 split post A$1.5M spend). Ponton (WA) — 8th-largest uranium deposit in WA; optionality play on any change to WA uranium exploration laws. Path to 2027 Bay discusses the ambition to expand the 2026 program to 6,000–7,000m if conditions allow, before packaging all data — drilling, till sampling, aeromag, LiDAR — into a materially larger 2027 campaign. Long-term optionality includes standalone development, joint venture, or M&A. Duration: ~33 minutes Recorded: July 2026 Host: Anthony Han, Homodeus Research Guest: Bay Rezos, General Manager, Manhattan Gold Corporation DISCLAIMER This podcast episode was produced by Homodeus Research Pty Ltd, a Corporate Authorised Representative of Sharewise Pty Ltd (AFSL 280420). Content is general financial information only and does not constitute personal financial advice. Manhattan Gold Corporation has engaged Homodeus Research in connection with this episode. For full disclosures including the Financial Services Guide and per-report disclosure annexure, visit homodeus.one.

What does it take to turn around a struggling healthcare software company — and why does the unglamorous world of medical image management matter more than ever in the age of AI? In this episode, Wei Sim of Homodeus Research sits down with Teri Thomas, CEO of Mach7 Technologies (ASX: M7T), a global enterprise imaging software company serving hospitals and health systems worldwide. Teri brings a rare playbook to the role: 20 years at Epic Systems (joining when it had under 100 employees, leaving when it had over 10,000) and a prior CEO stint at ASX-listed Volpara Health Technologies, where she led a successful turnaround before its acquisition by Lunit. They dig into why the $2B enterprise imaging market — projected to double by 2030 — is becoming critical infrastructure for the AI era, how Mach7's vendor-neutral architecture positions it as the "data lake" that AI algorithms actually need, and what makes this turnaround story different from the ones that fail. Topics covered: - What a vendor-neutral archive (VNA) is and why true neutrality is rare - Why most hospitals can't use AI at scale yet — and what has to happen first - The Flamingo modular architecture and Mach7's shift from "archive to architecture" - How Teri is applying Epic's customer success-led sales model at Mach7 - Mach7 vs ProMedicus: frenemies, coexistence, and competitive positioning - The AI trust problem in radiology: FDA approvals, proprietary data silos, and foundation models - FY27 strategic priorities: growth, product shift, and financial discipline If you're interested in healthcare IT, small-cap turnarounds, or the infrastructure layer that will underpin medical AI, this is a must-listen.

In this episode, Homodeus Research hosts a semiconductor industry deep dive with YT Boon — a semiconductor specialist and portfolio manager with a decade of engineering experience in microprocessor and ASIC chip design across the UK, Taiwan and China, having worked at Arm, Cadence Designs, Broadcom, Global Unichip, TSMC and Huawei. YT unpacks the rapid shift underway in the semiconductor industry over the past 6-9 months: how 2025's tariff-driven supply chain disruption gave way to a renewed focus on materials and technology innovation as AI infrastructure capex from the major hyperscalers continues to accelerate into 2026 and 2027. The conversation covers why a slowing Moore's Law is redirecting industry focus toward advanced packaging, thermal management and high-purity materials, and how new classes of materials are emerging across the supply chain — from semiconductor-grade chemicals to automotive and space-grade chips. Joining the discussion is Rob Williamson, Managing Director of Alpha HPA (ASX: A4N), who brings a supply-side perspective on how high-purity alumina is being adopted as a thermal management solution in advanced chip packaging, replacing silica in next-generation applications as GPU power demands climb from a few hundred watts to over 1,000 watts. Topics discussed: - The AI infrastructure capex cycle and its flow-through to semiconductors - Why Moore's Law is slowing — and what that means for materials innovation - Advanced packaging, chip stacking and the growing thermal management challenge - The shift from wet to dry cleaning processes in semiconductor manufacturing - Localisation of the materials supply chain amid geopolitical and export-control pressures - How qualification cycles work for new materials entering the semiconductor supply chain - Whether AI-driven demand is structural or a "one-trick pony" This is general industry commentary and does not constitute financial product advice. Homodeus Research operates under an issuer-pays research model as a Corporate Authorised Representative of Sharewise's AFSL. Please refer to our Financial Services Guide and relevant disclosures at homodeus.one.

Homodeus Research hosts Alpha HPA (ASX: A4N) Managing Director Rob Williamson for a deep dive into one of the ASX's less obvious AI-adjacent plays — a fully-funded, $1B+ market cap business that manufactures high-purity alumina (HPA), a performance material rather than a mined commodity. Alpha closed a $225M capital raise backed by the National Reconstruction Fund, AusSuper and Orica, and now holds $200M+ in cash funding its Stage 2 build in Gladstone, Queensland. Rob explains the proprietary technology, the customer base, and why Alpha sits structurally on the supply side of the AI capex boom. In this conversation: - The solvent extraction technology and proprietary HPA precursor IP — protected as a trade secret, "like the Coca-Cola recipe" - Stage 1 vs Stage 2 economics — a $700M build ramping toward ~$300M EBITDA by 2027–2028 - Why Alpha's ~$7/kg cash cost undercuts Japanese incumbents Sumitomo Chemical and Nippon Light Metal (~$12–15/kg) - Thermal fillers — how HPA solves the heat problem in advanced-node AI chips as GPU power draw pushes past 1,000 watts - Alpha radiation and "bit flips" — the ultra-low-alpha spec required for TSMC's advanced packaging, and a competitor that gave up trying to match it in-house - CMP polishing, the nano-alumina product, and a 50% higher removal rate versus industry-standard aluminas - The 5,000-tonne battery LOI and anode-coating applications for LFP chemistry - Alpha Sapphire — the GaN-on-sapphire power semiconductor sideline - 118% LOI subscription on the 10,000-tonne Stage 2 plant, and Rob's read on customer sentiment from recent trips to Taiwan and Hong Kong Recorded July 2026. ⚠️ This content is general information only and does not constitute financial or investment advice. It does not take into account your objectives, financial situation or needs. Investments in small/mid-cap companies carry significant risk, including risk of loss of capital. Alpha HPA is a Homodeus Research issuer-pays client — see full disclosures at homodeus.one. Always do your own research and consider seeking advice from a licensed financial adviser.

Phosphate is usually thought of as a fertiliser mineral — but its strategic importance may be expanding. In this episode, we speak with Canadian Phosphate about the company’s North American phosphate strategy, including its Wapiti and Fernie projects in Canada and the Diamond Mountain phosphate project in Utah. The conversation explores why phosphate is critical for food security, how Canada currently relies on imported phosphate, and why domestic supply could become increasingly important as governments focus on supply-chain resilience and critical minerals. We also discuss phosphate’s emerging role in LFP battery supply chains, the potential for battery-grade phosphoric acid, and the company’s work with NovaFOS as a possible pathway to higher-value phosphate products. Topics discussed include: * Why phosphate matters for fertiliser and food production * Canada’s dependence on imported phosphate * Wapiti, Fernie and Diamond Mountain project updates * The role of phosphate in LFP batteries * Battery-grade phosphoric acid and NovaFOS * North American supply-chain security * Critical minerals policy and geopolitics * Drilling, permitting and development timelines This episode is for informational purposes only and does not constitute financial advice. Listeners should do their own research and seek professional advice before making investment decisions.

00:00 Welcome & introduction 01:36 Greenwing Resources overview 02:42 Investment thesis & critical minerals outlook 05:40 The three assets at a glance 11:49 Lithium: the supply/demand dislocation 15:09 Graphite fundamentals & China supply risk 17:27 The team & board 19:26 San Jorge Lithium Project (Argentina) 23:27 Grafmada Graphite Project (Madagascar) 25:47 Kew River: polymetallic mining + data centre 30:21 Summary & 2026 objectives 31:51 Audience Q&A 47:51 Closing remarks

Western brands, Chinese consumers, and loyalty points on the blockchain — Xenitra Group (ASX: XEN) is doing something genuinely new on the ASX. In this Homodeus Research investor interview, founder Wei Sim speaks with Dr Anthony Noble, Executive Chairman of Xenitra, about the company's transformation from the former AUMake tourism business into a focused China FMCG brand accelerator built on three growth pillars: - Nutritionals: a streamlined, B2B-led channel selling household-name brands into China, recently anchored by a ~$30M Danone-related contract with conglomerate RockCheck. - OTC Medicines: a fast-emerging cross-border opportunity, now operational via the Fukang pharmacy acquisition, a wholesale and retail licence, and a leadership hire out of JD Health. - OPAL Tokenisation: one of the first real-world-asset (RWA) tokenisation platforms applied to mainstream FMCG distribution on the ASX, with over $1M in sales and 500+ distribution partners in under two months. Dr Noble explains how the OPAL token works as an appreciating loyalty asset (think Qantas Frequent Flyer, but where the points get more valuable over time), the Hong Kong regulatory framework behind it, the path to cash-flow positivity, and where he sees the biggest upside heading into FY27. Guest: Dr Anthony Noble, Executive Chairman, Xenitra Group (ASX: XEN) Host: Wei Sim, Founder, Homodeus Research CHAPTERS 00:00 Introduction & investment thesis 01:26 From AUMake to Xenitra: the turnaround 02:02 The brand accelerator model 05:13 Three sales channels overview 06:02 The OTC medicines opportunity 07:04 What is RWA tokenisation? 10:33 OTC deep dive & the Fukang pharmacy acquisition 13:53 OPAL tokens explained 16:41 The Zen Shop & the rewards flywheel 23:14 Key takeaways 25:17 Q&A begins 25:34 What's driving the tokenised sales growth? 26:43 Path to cash-flow positivity & capital needs 27:58 OTC vs nutritionals: comparing the segments 32:38 Regulatory & compliance: OPAL, ASIC and Hong Kong More research and subscribe: https://homodeus.one DISCLAIMER: This episode is general information only and does not constitute financial product advice or a recommendation to buy, hold or sell any security. It does not take into account your objectives, financial situation or needs. Homodeus Research operates on an issuer-pays model and is a Corporate Authorised Representative under Sharewise's AFSL; Homodeus has been engaged in connection with Xenitra Group. Consider the relevant disclosure documents and seek independent professional advice before making any investment decision. Past performance is not indicative of future results.

Provaris Energy (ASX: PV1) is developing proprietary tank designs to store and ship two energy-transition commodities — compressed hydrogen and liquid CO2 — with a commercial focus on Europe, where regulation, infrastructure investment and a looming supply deficit are converging into the 2030s. In this episode, Homodeus Research founder Wei Sim sits down with Provaris CEO Martin Carolan to unpack the company's shift from engineering and approvals into commercialisation. They cover the capital-light business model (licensing tank IP and retaining carried interest, with revenue beginning at construction rather than owning fleets), Tier-1 partnerships with K-Line and Yinson, why Europe rather than Australia, the competitive edge over ammonia and liquid-hydrogen carriers, fabrication and capacity constraints, and the near-term catalysts — FEED completion, class/GASA approvals and FID-readiness by year-end. Martin also outlines a conceptual single-project revenue opportunity of roughly US$30–35m (approaching A$50m) — a multiple of the company's current market cap. TIMESTAMPS 00:00 Intro: who is Provaris Energy 01:30 Company overview, strategy & the commercialisation inflection point 03:27 Why Europe? Hydrogen, CO2 & shorter shipping distances 05:07 What's driving the supply deficit into the 2030s 13:54 Growth vs returns: dividends & capital allocation 15:27 The revenue model: licensing fees, carried interest & per-project economics 17:47 Competitive landscape vs ammonia & liquid hydrogen 19:49 Capacity constraints, fabrication & the GTT question 21:35 Catalysts & milestones to watch over the year ahead GUEST Martin Carolan, CEO, Provaris Energy (ASX: PV1) HOST Wei Sim, Founder, Homodeus Research — independent, AI-augmented equity research on ASX SMID-cap technology and growth companies. More at homodeus.one DISCLAIMER This episode is general information only and does not constitute financial product advice or a recommendation to buy, hold or sell any security. It does not take into account your objectives, financial situation or needs. Homodeus Research operates on an issuer-pays basis as a Corporate Authorised Representative under Sharewise's AFSL; coverage of Provaris Energy may be commissioned. Investing in micro-cap securities carries significant risk, including loss of capital. Seek licensed, personal advice and do your own research before making any investment decision.

Avecho Biotechnology (ASX: AVE) is heading into one of the nearest-term binary catalysts on the ASX: the interim analysis of its pivotal Phase 3 insomnia trial, due late June. In this Sharewise webinar, Wei Sim sits down with Avecho CEO Dr Paul Gavin to unpack the science, the strategy and the setup behind a ~$45M-market-cap biotech with a global pharma partner already locked in. Avecho has spent six years developing a proprietary cannabidiol (CBD) capsule enhanced with its own TPM drug-delivery technology, which increases CBD absorption roughly four-fold versus the only existing pharmaceutical CBD product, Epidiolex. The target indication — insomnia — affects an estimated 10–30% of the population, and Avecho is aiming to become the world's first pharmaceutical CBD product registered with the TGA, and uniquely, available over-the-counter. Dr Gavin explains the trial design that he argues separates Avecho from the wave of medicinal-cannabis trials that failed: dual primary endpoints (Insomnia Severity Index and sleep efficiency, only one needs to succeed), an adaptive interim analysis, and a two-week placebo run-in to strip out high placebo responders. He also walks through the Sandoz licensing deal (US$3M upfront, up to US$16M in milestones, 14–19% tiered royalties), the regulatory "carrot" the TGA has dangled for OTC registration, the patent moat around the TPM formulation out to 2043, and a potentially accelerated US FDA pathway under recent single-Phase-3 rule changes. The conversation closes on commercialisation timelines, label-expansion potential into anxiety, depression, pain, IBS/IBD, osteoarthritis and menopause, capital strategy if a second cohort is required, and the long-term M&A endgame. Whether the trial succeeds is not guaranteed — and Dr Gavin says so plainly. This is a clear-eyed look at the bull case, the risks, and why a Phase 3 readout is exactly the moment biotech investors pay attention. 🎙️ Guest: Dr Paul Gavin, CEO, Avecho Biotechnology (ASX: AVE) 🎙️ Host: Wei Sim, Sharewise ⚠️ This podcast is general information only and is not financial or investment advice. It does not consider your objectives, financial situation or needs. Pre-revenue, single-catalyst biotech stocks carry significant risk, including total loss of capital. Do your own research and consider consulting a licensed financial adviser. The host and/or affiliated entities may receive fees in connection with companies discussed — see full disclosures.

Homodeus Research speaks with Paul Ferguson, CEO of Metals Australia (ASX: MLS), about the company's flagship Lac Carheil Graphite Project in Quebec, Canada — positioned by management as the country's next fully integrated, mine-to-anode graphite play. Paul walks through both halves of the project: the upstream mine and flake graphite concentrate plant near Fermont, and the downstream Battery Anode Material (BAM) refinery planned for Baie-Comeau, the subject of a Preliminary Economic Assessment released on 28 April 2026. He frames the resource scale, the grade advantage over Canadian peer Nouveau Monde Graphite, the supportive Quebec and federal funding backdrop, and the structural demand case for natural graphite in lithium-ion battery anodes. The conversation also covers Nouveau Monde's recent Final Investment Decision as a read-through for the sector, the natural-vs-synthetic graphite debate, China's dominance of the anode supply chain, the path from PFS to FID, and the outlook for off-take agreements. What's covered: Paul's background — 35+ years across mining, oil & gas and industrial minerals, including cold-climate processing in Canada Metals Australia's portfolio across Quebec, Western Australia and the Northern Territory The Lac Carheil resource: ~50Mt at ~10.2% Cg for ~5.1Mt contained graphite — and why that's drawn from just ~2.3km of a ~36km mapped strike Upstream plan: an ~860,000 tpa concentrate plant producing ~100,000 tpa of flake graphite concentrate Downstream BAM refinery: ~51,000 tpa of product, ~25-year life, and PEA economics of ~US$1.39bn after-tax NPV-8 (~A$1.98bn) ~US$884m (C$1.26bn) refinery capex and the ~US$260m clean-tech investment tax credit rebate How MLS compares with Nouveau Monde on grade, plant size, capex and downstream NPV Canada's critical minerals plan: five graphite mines and five CSPG refineries targeted by 2040 Government support: a C$600k Quebec grant, mineral exploration tax credits, and clean manufacturing ITCs Conservative price assumptions vs Canada's announced floor price Natural vs synthetic graphite, the China supply-chain question, and the tariff/policy backdrop Cash position (~A$4.4m at end-March), the PFS due mid-2026, and the off-take pathway Guest: Paul Ferguson, CEO, Metals Australia Ltd (ASX: MLS) Host: Wei, Homodeus Research 🔗 Company: metalsaustralia.com.au 🔗 Research: homodeus.one Guest bio Paul Ferguson has been CEO of Metals Australia since January 2024. A mining engineer with a postgraduate finance background, he has more than 35 years of experience across the mining and oil & gas sectors, much of it offshore in Asia and North America — including over a decade in Canada. His experience spans heavy mining, mineral processing and refining in cold-climate environments (notably a ~US$30bn oil sands project with ExxonMobil and Imperial Oil) and the industrial minerals sector, giving him direct insight into the graphite industry. Chapters / timestamps Approximate, based on the recording. Adjust to the final published cut. 00:00 — Introduction & Paul Ferguson's background 02:00 — Metals Australia overview & project portfolio 06:00 — The Quebec graphite project: an integrated mine-to-anode solution 08:30 — Downstream BAM refinery at Baie-Comeau (PEA) 10:00 — Upstream mine, the resource & mineral endowment 12:30 — Resource scale: ~5.1Mt and decades of supply potential 14:00 — Demand outlook & Canada's critical minerals plan 15:00 — The flake graphite concentrate plant & PFS 17:00 — Conservative pricing vs Canada's announced floor price 18:00 — Downstream refinery economics (~A$2bn NPV) 20:00 — Benchmarking MLS against Nouveau Monde Graphite 26:00 — Next steps: PFS, feasibility study & environmental work 29:00 — Q&A: Canadian & Quebec government support 33:00 — PFS timeline and what's left to do 34:00 — Nouveau Monde's FID — the read-through for MLS 36:00 — Natural vs synthetic graphite 38:00 — Policy, tariffs & the macro backdrop 40:00 — Countering China's supply-chain dominance 42:00 — Q&A: supply/demand and the PFS → FEED → FID timeline 46:00 — Cash balance & quarterly spend 48:00 — The path to first off-take agreements 50:30 — Closing remarks Tags / keywords (SEO) Metals Australia · ASX MLS · Lac Carheil · graphite · flake graphite · battery anode material · BAM · lithium-ion battery · critical minerals · Quebec mining · Nouveau Monde · Paul Ferguson · EV supply chain · natural graphite · Baie-Comeau · Fermont · critical minerals Canada · graphite refinery · ASX small caps · Homodeus Research

📌 KEY TAKEAWAYS • Critical minerals explorer-developer, dual-listed ASX:RMX and OTCQB:RMXFF, capped under A$20M with over A$2M cash at end of quarter, focused on antimony-gold across Australia and the US • Four-pillar investment framework — commodity, projects, jurisdictions, timing — and Nic's case for why all four currently align for RMX • Antimony supply sits 85–90% with China, Russia and Tajikistan; classified by the US as a national security issue; end uses (armour-piercing rounds, semiconductors, night vision, infrared sensors, solar PV, fire retardants) are difficult to substitute • China's late-2024 export bans drove antimony ~6x to ~A$95,000/tonne. Controls have since been relaxed; per Nic's understanding, they will be reinstated in September • Armidale Antimony-Gold (NSW) — flagship on the Southern New England Orogen, the same province as Larvotto Resources' (ASX:LRV) Hillgrove, Australia's largest antimony deposit. Nearly 2,000 surface samples completed across 2025–26; results up to ~40% stibnite with 1g/t associated gold; multi-kilometre soil anomaly coincident in Au-As-Sb, five priority targets defined for the maiden drill program • Utah Antimony Project — acquired for proximity to American Tungsten & Antimony's (ASX:AT4) Antimony Canyon Project; claims overlie the same Flagstaff stratigraphy that hosts AT4's resource. Geophysics planned to map controlling N-S faults • Thompson Falls (the project Nic said he's "most excited about") — 4-5km from United States Antimony Corp's Stibnite Hill Mine, recently re-entered production, and proximal to UAMY's antimony oxide smelter. Initial fieldwork up to 37% Sb with 0.5g/t Au; three historical underground adits and one open pit; within the Coeur d'Alene district (~20% of US silver production / ~1.2 billion ounces historically) • Catalyst calendar — maiden Armidale drill program (~2,000m / ~20 holes, deepest 300m, on-site XRF) targeting end of this half / early next pending APO. IP survey trial at Oakey Creek South. US program ~6 months behind on winter; Thompson Falls field team mobilising in the coming weeks, then Utah drone + chargeability survey, then drill • Dr Max Baker (Newmont-era exploration manager, multi-million-oz discoveries) joined the advisory board