ASX BRIEFS

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.

  1. 3 days ago

    VALIANT GOLD LTD (VAL) - Restarting Comet And Growing Reedy In WA’s Murchison

    Send us Fan Mail A demerged gold company can look like “just another explorer” on day one, but the real story is whether it can execute like a developer. We’re joined by Brendan Tritton, Managing Director and CEO of Valiant Gold Limited, to talk through what’s changed since the separation from Westgold and why Valiant believes its brownfields gold projects in Western Australia’s Murchison region can support a near term production pathway. We dig into the Comet restart in plain language: why Mako Mining is on site for dewatering and underground rehabilitation, what it meant to successfully re enter the Comet Underground Mine, and how the unexpectedly solid underground conditions could accelerate timelines. We also unpack the practical mine engineering work underway to shape an initial life of mine plan, built from prior operating designs rather than waiting on a long, traditional study cycle. On the growth side, we cover the Reedy project’s standout diamond drilling at depth, what a strong intercept well below the current mineral resource estimate suggests about the system, and how upcoming assays may help tighten confidence and support resource conversion from inferred to indicated. Plus, we look at why a second rig is heading to the Boomerang deposit, and how that resource could underpin an open pit start with longer term underground optionality. We finish with funding and valuation: Valiant’s quarter end cash position, how management prioritizes parallel workstreams, and why Brendan thinks the market still underappreciates the shift from explorer to developer. If you enjoy these ASX mining updates, subscribe, share the episode with a mate, and leave a review so more investors can find it.

  2. 3 days ago

    ARGENICA THERAPEUTICS LTD (AGN) - What A WHO Drug Name Means For Global Trials

    Send us Fan Mail A drug’s name can sound like a footnote, but it can be the key that unlocks global trust. We sit down with Dr Liz Dallimore, Managing Director and CEO of Argenica Therapeutics, to explain why the World Health Organization’s recognition of xaranetide (ARG-007) is a meaningful step as the company scales clinical and commercial engagement in neuroprotection. From there, we get practical about what comes next: Argenica is finalising a late-stage clinical trial protocol in moderate to severe acute ischaemic stroke, and the approach is sharper than before. Liz walks us through how Phase 2 results changed once AI was applied to stroke imaging, revealing stronger efficacy in patients with more severe strokes and larger visible brain injury. We talk precision medicine, why AI imaging diagnostics are now common in hospitals, and how selecting the right patients can give a trial its best chance of showing a real benefit. We also cover the FDA pathway, including the hERG cardiac safety assay, TNK interaction testing with a clot-dissolving standard-of-care drug, and additional genotoxicity work, plus why trial design and clinical workflow matter just as much as the molecule. Finally, Liz shares landmark pre-clinical data in repeated mild traumatic brain injury and concussion, where a single low dose showed lasting neuroprotection out to 11 days, and we touch on cash runway, grant support and near-term milestones. If you care about stroke treatment innovation, AI in clinical trials, and where Australian biotech is heading next, listen in, share it with a mate, and leave a review to help more people find the show.

  3. 4 days ago

    ADVANCED BRAKING TECHNOLOGY LTD (ABV) - ABT Shows How Better Braking Lifts Safety And Margins

    Send us Fan Mail If a braking system can prevent incidents, cut maintenance, and even reduce emissions, why wouldn’t every mine be looking at it harder? We sit down again with Andrew Booth, Managing Director and CEO of Advanced Braking Technology (ASX: ABV), to unpack what’s driving the company’s momentum and where mining safety technology is heading next. We talk through ABT’s safety-critical braking solutions designed and manufactured out of Western Australia, including the BrakeSAFE range built on its patented Sealed Integrated Braking System (SIBS). Andrew explains why mines across Australia, North America, Africa and Asia are focused on the same pressure points: safety, reliability, automation readiness and lifecycle cost. We also dig into the FY26 performance highlights, including record quarterly revenue, stronger profitability, and what improving gross margins can signal as an industrial technology business scales. A big part of the story is what happens after the first sale. We explore how ABT’s growing installed base supports recurring aftermarket revenue through spares, consumables and service, plus the role refurbishment can play in extending asset life and supporting sustainability targets. Then we shift to BRAKEiQ, ABT’s autonomous braking initiative, and why moving from warning-based collision avoidance to active vehicle intervention could be a major step-change for existing fleets that already run proximity detection systems. If you found this useful, subscribe to ASX Briefs, share the episode with a mate in mining or industrial tech, and leave us a review so more listeners can find the show.

  4. 5 days ago

    MOUNT RIDLEY MINES LTD (MRD) - Rare Earth Breakthrough At Grass Patch

    Send us Fan Mail Supply chains are tightening, export rules are shifting, and suddenly the “hard” parts of critical minerals projects matter more than the hype. We’re joined by Allister Caird, Managing Director and CEO of Mount Ridley Mines Limited, to unpack what’s happening at the Grass Patch project near Esperance in Western Australia and why Mount Ridley is betting hard on metallurgy to unlock a full critical mineral basket. We talk through Mount Ridley’s strategy at Grass Patch, including the exploration upside across a tenement package that is still largely untouched, plus the push to secure downstream and metallurgical pathways early. Alastair explains why many rare earth elements projects succeed or fail in the processing plant, not the drill core, and how the company is trying to de-risk that with a proprietary in-house leach method called the Selectro™ Process. Then we get into the numbers that turned heads: strong recoveries across heavy rare earth elements, light rare earth elements, scandium, and especially gallium, where a hydrochloric acid baseline returned zero but Selectro™ delivered meaningful recovery. We also dig into what a closed loop, recyclable reagent design could mean for project economics and environmental footprint, and why simpler flowsheets can be a competitive edge in hydrometallurgy. Zooming out, we look at geopolitics and western supply chains for heavy rare earths, scandium alloys, and gallium, and how Mount Ridley is positioning through partnerships including CSIRO and US national laboratories. If you care about Australian critical minerals, rare earth processing, and what catalysts actually move a project towards development, this one’s for you. Subscribe, share the episode, leave a review, and tell us: which critical mineral do you think becomes the biggest bottleneck next?

  5. 20 Aug

    BLACK CANYON LTD (BCA) - A High-Grade Manganese Seam Is Taking Shape In Western Australia

    Send us Fan Mail A manganese discovery that drills like a seam, sits near surface, and may produce a saleable concentrate with simple separation is the kind of story that can move fast on the ASX. We’re joined by Brendan Cummins, Managing Director of Black Canyon Limited, to break down what’s emerging at Wandanya in the Pilbara region of Western Australia and why the market is paying attention to this high-grade manganese and iron ore pairing.  We talk through the drilling campaign and what a near-90% hit rate suggests about continuity, thickness, and mining confidence, plus what the next RC program is trying to prove on the northern and southern extensions. Brendan also explains the thinking behind a large gravity survey designed to look deeper, asking the bigger geological question: where did the manganese-rich fluids come from, and could there be a second concealed system below what’s already been found?  On the processing and product side, we dig into metallurgy results, including density-based separation producing manganese oxide concentrates above 40% Mn with strong recoveries, and why that matters for capex and operating costs. We also unpack iron ore test work pointing to a durable lump product and the commercial meaning of “direct ship ore”, where simpler crushing and screening can translate into a cleaner development pathway.  We finish with the roadmap: the maiden mineral resource estimate, scoping study inputs, funding runway, and the catalysts investors should watch across the next 12 months. If you want more clear, jargon-free updates on Australian mining, exploration and development, subscribe, share this episode, and leave us a review.

  6. 17 Aug

    HAZER GROUP LTD (HZR) - The Hazer Process Shows How Decarbonisation Can Scale Fast

    Send us Fan Mail Hydrogen is already everywhere in modern industry, but the hard part is making it clean, affordable and scalable without waiting for perfect conditions. We sit down with Glenn Corrie, Managing Director of Hazer Group Limited, to unpack how the proprietary Hazer Process aims to do exactly that: convert natural gas and other methane-rich gases into low emissions hydrogen while producing a valuable co-product, high quality graphite. It’s a practical decarbonisation conversation built for steel, ammonia, refining, power and other hard to abate sectors that can’t simply electrify overnight. We dig into a major commercial milestone with KBR: a completed process design package for a 30,000 TPA hydrogen facility. Glenn explains why a standardised engineering design changes the tone of customer engagement, enabling serious technoeconomic work and clearer decisions on deployment. We also explore where demand is strongest right now across Australia, Asia, the Middle East and North America, and why energy security and supply chain resilience are now accelerating industrial decarbonisation plans. Graphite becomes the surprise centre piece. Glenn details why graphite monetisation can transform project economics, how partnerships in South Australia could create real offtake pathways, and what independent purification to 99.99% purity could mean for battery and electrical applications in a world worried about critical mineral concentration. We finish with Hazer’s move into low carbon liquid fuels like sustainable aviation fuel, the importance of patents in Japan, and how a capex-light licensing model supports the shift from technology development to commercial execution. If you like deep dives on Australian climate tech, clean hydrogen, sustainable aviation fuel and critical minerals, subscribe, share this with a mate, and leave us a review. What’s the biggest barrier you think industry needs to clear to adopt low emissions hydrogen at scale?

  7. 17 Aug

    OLYMPIO METALS LTD (OLY) - Why Bousquet And Jacknife Are Becoming The Company’s Core Growth Drivers

    Send us Fan Mail A single assay can spark attention, but patterns are what build conviction. We sit down with Sean Delaney, Managing Director of Olympio Metals Limited, to unpack how the company has evolved into a high grade-focused explorer chasing gold and silver across North America, and why its two key assets are starting to look like complementary growth engines rather than side quests.  We start in Quebec at the Bousquet Gold Project on the Cadillac Break near Val-d’Or, where Olympio has already earned 51% and is working towards 80% through a staged earn-in that balances flexibility with committed exploration spend. Sean explains what the Phase 3 drilling at Paquin is showing so far, why consistent gold across holes matters as much as the headline numbers, and how the team thinks about the moment a project begins to feel like resource definition rather than pure exploration. We also talk sequencing: pending assays, structural mapping, surface geochemistry, and the practical push to generate new drill targets while the weather window is open.  Then we head to Idaho for the newly acquired Jacknife Silver Project, a high grade polymetallic opportunity with patented mining claims at its core. Sean shares why that detail can change the approvals and execution pathway, how an old pre-43-101 silver figure and historic underground development adds confidence, and why having a local partner with rigs and core facilities helps speed up the path to drilling. We close on the Dufay divestment uplift, what it does for the balance sheet, and the key catalysts to watch over the next 12 months, including the company’s view on silver price upside.  Subscribe to ASX Briefs, share this chat with a mate who follows ASX explorers, and leave a review if you want more straight, timely company updates.

  8. 12 Aug

    KLEVO REWARDS LTD (KLV) - Stablecoins To Credit Cards

    Send us Fan Mail A rewards business turning into a payments and credit platform is not a small pivot, and that’s exactly what we unpack with Alex Gold, CEO of Klevo Rewards Limited. We talk through how Klevo has evolved beyond loyalty into digital wallets, stablecoin payments, and card issuing, and why the Fly Wallet acquisition matters when you’re aiming to operate across multiple jurisdictions with real payments capability. We also dig into the recent 14-day commercial trial of Klevo’s stablecoin transaction platform, including the headline US$1.22 million in gross revenue and, more importantly, what the trial was designed to prove. Alex explains the focus on the full transaction cycle, cross-border flows, and the compliance framework required to move from a working beta into a reliable commercial launch. If you care about stablecoin payments in Australia, cross-border payments infrastructure, or how fintechs actually scale, this part is packed with practical detail. From there, we shift to licensing and product strategy. Alex walks us through why Klevo acquired an Australian credit licence (rather than waiting 9–12 months for a new application) to support credit card issuing and future credit products. We explore what “crypto-linked credit” might look like for customers, including using credit to acquire crypto or collateralising digital assets like Bitcoin for real-world spending. We also touch on custody and wholesale capability through the ASFIN acquisition, plus what investors can watch as revenue and rollout milestones develop. Since the interview was recorded, Klevo has announced revenue of $18.9 million for the month of July 2026 — with approximately $17.8 million attributable to the stablecoin platform now in commercial operation — alongside completion of two licence acquisitions and an Extraordinary General Meeting convened for 21 August 2026 to consider a proposed share consolidation and company name change to Klevo Group Limited. Subscribe to ASX Briefs, share this with a mate who follows ASX fintech, and leave a review with the question you want us to ask next.

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About

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.

Information

  • Creator
    Andrew Musgrave
  • Years Active
    2024 - 2026
  • Episodes
    244
  • Rating
    Clean
  • Copyright
    © 2026 ASX BRIEFS
  • Show Website
    ASX BRIEFS

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