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ASX BRIEFS

Author: Andrew Musgrave

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Welcome to 'ASX BRIEFS,' the definitive podcast for enthusiasts, investors, and professionals keen on staying ahead of the curve in the Australian Stock Exchange (ASX). Hosted by Andrew Musgrave, 'ASX BRIEFS' delves deep into the heart of Australia's financial markets, bringing you insightful conversations with the minds shaping the future of investing down under. Each episode, join Andrew as he interviews a diverse lineup of fund managers, executives, and industry insiders, offering you a unique blend of expert analysis, strategic insights, and the latest trends affecting the ASX. Whether you're a seasoned investor or just starting out, 'ASX BRIEFS' is your go-to source for comprehensive updates and thought-provoking discussions designed to inform, inspire, and empower your investment journey. Tune in to 'ASX BRIEFS' and take the pulse of Australia's financial markets right at your fingertips.

199 Episodes
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Send a text Ancient 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 cou...
Send a text A 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 comme...
Send a text When 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 ope...
Send a text A 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 ...
Send a text Waves 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 su...
Send a text What 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 dashb...
Send a text Debt 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 stan...
Send a text A 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 ...
Send a text WA’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 Sta...
Send a text What 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 li...
Send a text A 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...
Send a text A 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. Wi...
Send a text A 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 samp...
Send a text Critical 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 terbiu...
Send a text A 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 durabil...
Send a text A 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-c...
Send a text Corrosion, 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...
Send a text A 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 powe...
Send a text A 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 s...
Send a text The 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 sector...
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