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. 1d ago

    CHANGE FINANCIAL LTD (ASX:CCA) - How Change Financial Turns Payments As A Service Into Profit

    Send us Fan Mail ASX Investment Opportunity - Change Financial Ltd (ASX:CCA) Profit doesn’t arrive overnight in fintech, especially when you’re building the core infrastructure that other brands depend on. We’re joined by Tony Sheehan, CEO of Change Financial Limited, to break down the FY26 result and the operational choices that helped tip the company into profit after years of losses. We talk through the mechanics behind the numbers: sustained revenue growth, a stable fixed cost base, and why scaling card issuing volumes can materially lift margins as the platform matures. We also get practical about where growth really comes from. Tony explains what Change Financial delivers across card processing, card issuing and payments testing, including support for digital wallets and white-label card programs. We unpack the drivers behind rising active card counts, how new fintech wins compare with existing customers scaling, and why investors should pay attention to the six to nine month lag between signing a client and seeing meaningful live-program revenue. Then we zoom in on PaySim, the payments testing product that’s the default EFTPOS certification standard in Australia, yet still holds a tiny share of a massive global market. Tony shares what has held sales back, why modernising the interface matters as testing teams change, how a partner distribution model supports global expansion, and where agentic AI is already improving development speed and operational efficiency. We finish with a candid lesson from exiting the US: in payments, controlling your own destiny often comes down to licensing and regulatory leverage. If you found this useful, please subscribe, share the episode with a mate, and leave us a review so more listeners can find ASX Briefs.

  2. 3d ago

    NOVA EYE MEDICAL LTD (EYE) - Interventional Glaucoma Explained

    Send us Fan Mail ASX Investment Opportunity - Nova Eye Medical Ltd (ASX:EYE) One of the biggest surprises in eye health is how often cataracts and glaucoma overlap, and what that means for treatment choices. We’re joined by Tom Spurling, Managing Director of Nova Eye Medical, to unpack interventional glaucoma and the iTrack™ Advance platform, including why “treat earlier” can be a very different patient journey compared with years of glaucoma eye drops and the risks of waiting until the disease is severe. We talk through how iTrack™ Advance can be performed during cataract surgery, the world’s most common operation, and why that channel matters so much for adoption in the US. Tom also explains Nova Eye Medical’s competitive stance in the minimally invasive glaucoma surgery (MIGS) market: a tissue-sparing, implant-free approach versus alternatives that cut tissue, bypass pathways, or leave an implant behind. It’s a clear lens on how clinicians make choices when patient safety, outcomes, and simplicity all compete for attention. On the numbers, we cover FY26 sales growth, expanding gross margins, and what positive EBITDA signals about operating leverage as the business scales. We also look at the market runway in the US, the logic behind FY27 guidance, and where international growth could come from next, including Europe and the longer-term potential of China. If you care about ASX healthcare stocks, medtech commercial execution, or the future of glaucoma treatment, hit subscribe, share the episode with a mate, and leave us a review so more people can find ASX Briefs.

  3. Sep 3

    MICHAEL HILL INTERNATIONAL LTD (MHJ) - The Next Steps For Sustainable Growth

    Send us Fan Mail ASX Investment Opportunity - Michael Hill International Ltd (ASX:MHJ) Gold prices keep pushing higher, currencies swing, and consumer spending stays selective, yet Michael Hill International is finding ways to grow. We’re joined by CEO Jonathan Waecker to talk through why he calls FY26 the beginning of a turnaround, not the end, and what has to be true for the market to trust the next phase. We get specific on the levers behind the numbers: same store sales growth across markets, stronger EBIT, lower net debt, and the push for sustainable momentum rather than a single strong year.  We also unpack how a jewellery retailer defends gross margin when precious metals hit repeated record highs, and why Jonathan believes customers will still pay when value is clear. From there, we go market by market: Canada’s record performance and the way stores and e-commerce reinforce each other, Australia’s ability to lift sales and margin without needless discounting, and New Zealand’s rebound driven by sharper value and the right range across key categories like bridal, solid gold, and diamond fashion.  The conversation turns to execution and focus. Jonathan explains the Bevilles reset, the decision to simplify the brand portfolio so more energy goes into the core Michael Hill brand, and the size of the online opportunity with digital penetration still well below global peers. We finish on capital allocation, transparency between constant currency and AUD reporting, and the single metric he most wants to move over the next 12 months: EBIT.  If you found this useful, subscribe to ASX Briefs, share the episode with a mate who follows retail and the ASX, and leave a review with your take on what makes a turnaround truly stick.

  4. Sep 1

    CULPEO MINERALS LTD (CPO) - Two Fresh IP Targets At Fortuna And What Comes Next

    Send us Fan Mail ASX Investment Opportunity - Culpeo Minerals Ltd (ASX:CPO) Two fresh IP anomalies, a four-kilometre copper-bearing structure, and a drill rig on the move across Chile, this chat is packed with near-term catalysts. We’re joined by Geoff McNamara, co-founder and Non-Executive Chair of Culpeo Minerals (ASX: CPO), to break down how a copper-focused explorer chooses targets that can realistically become an open-pit mine, not just an interesting hole on a map. We start with Culpeo’s core strategy in Chile’s coastal cordillera, where infrastructure like roads, power and water can change the economics of discovery. Geoff explains the company’s “sweet spot”: aiming for around 100 million tonnes at 0.7% copper equivalent (CuEq) or better, at scales a modest company can develop. From there, we get specific on Fortuna, where extending historical induced polarisation (IP) lines has delivered two strong, close-to-surface anomalies: El Quillay North and the new El Quillay West. We talk about how surface copper, structure, and geophysics fit together when you’re trying to vector back to the source of a mineralised system. The conversation then shifts to current fieldwork and what’s next. Geoff outlines drilling at El Quillay South targeting structurally enhanced zones for potentially wider copper and gold mineralisation, plus the broader geochemical work that helps unify the project-scale picture. The biggest headline is Lana Corina and Vista Montana: access is back, the rig is set to move, and a maiden drilling program is about to kick off at a target the team believes extends a system that previously returned 454 metres at 0.96% CuEq from surface. We also cover Culpeo’s landholding expansion and a funding approach built around options and upcoming news flow. If you’re following ASX copper exploration, Chilean drill results, IP survey targets, or the path from discovery to resource, hit play, subscribe, and share the episode with a mate. If you enjoy it, leave a review and tell us what milestone you’re watching most closely.

  5. Aug 26

    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.

  6. Aug 25

    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.

  7. Aug 25

    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.

  8. Aug 23

    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?

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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
    248
  • Rating
    Clean
  • Copyright
    © 2026 ASX BRIEFS
  • Show Website
    ASX BRIEFS

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