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Equity research and market commentary from Homodeus Research.

  1. 4d ago

    Alterity Therapeutics (ASX:ATH): CEO Dr David Stamler on ATH434, FDA Phase 3 & the Quest to Treat Multiple System Atrophy

    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

  2. 6d ago

    Complii FinTech (ASX:CF1): Executive Chair Craig Mason on AI, SaaS & the Future of Capital Markets Technology

    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

  3. Aug 18

    Alma Metals (ASX:ALM): CEO Frazer Tabeart on the Briggs Copper Project & Queensland's Largest Undeveloped Copper Resource

    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

  4. Aug 6

    Way2VAT (ASX:W2V): CEO Amos Simantov on AI, TaxTech & the Future of Global Tax Compliance

    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

  5. Aug 5

    McLaren Minerals: Unlocking a Major Titanium Opportunity in Western Australia | CEO Interview

    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

  6. Aug 5

    Freelancer (ASX:FLN): CFO Dylan Carter on AI, Escrow.com & the Future of Online Work

    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

  7. Aug 4

    Butn (ASX:BUT): CEO Rael Ross on Embedded Finance, SME Lending & the Future of Business Funding

    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

  8. Aug 3

    Vmoto (ASX:VMT): CEO Ivan Teo on Uber, Ducati, MotoGP & the Future of Electric Motorcycles

    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.

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Equity research and market commentary from Homodeus Research.

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  • Creator
    Homodeus Research
  • Years Active
    2026
  • Episodes
    24
  • Rating
    Clean
  • Copyright
    © Copyright 2026 Homodeus
  • Show Website
    Homodeus Research