ASX BRIEFS

Andrew Musgrave
  • 0.0 (0)
  • INVESTING
  • UPDATED DAILY

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. 12/22/2025

    ABX GROUP LTD (ABX) - Heavy Rare Earths, Clean Fluorine, Near-Term Bauxite

    Send us 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 terbium, the workhorses behind high‑temperature permanent magnets. Mark explains how collaboration with ANSTO strengthens metallurgy from bench to larger test scales, and how a new exploration licence in northern Tasmania bridges existing leases, supports resource growth and deepens understanding of the geological controls behind the ionic clay system. We then shift to fluorine. With fluorspar supply tightening and fluorine recognised as a critical input for semiconductors, fluoropolymers and refrigerants, ABx is developing a process to convert a surplus aluminium smelter byproduct into hydrogen fluoride. The pilot plant at Bell Bay, Tasmania, leased within a Rio Tinto facility, is designed for fast learning: build over the next six months, then run to generate performance data and samples for customers. Alongside, ABx advances bauxite projects through agreements with GII in Queensland and New South Wales, progressing environmental approvals and option studies, while a smaller Tasmanian bauxite operation targets early 2026. Across the conversation, Mark lays out clear FY26 priorities: finalise metallurgy and engineering for a right‑sized rare earths start‑up, advance commercial talks for premium MREC, complete and operate the fluorine pilot, and drive bauxite approvals toward near‑term cash flow. If you care about heavy rare earths, fluorine supply chains, and practical, local execution in Australia, this is a timely look at where the market is heading and how ABx plans to lead. If you enjoyed the conversation, follow the show, share it with a friend, and leave a quick review so more people can discover it.

    9 min

  2. 12/04/2025

    CHIMERIC THERAPEUTICS LTD (CHM) - Cancer Cell Therapy Breakthroughs

    Send us 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 durability story stands out: a patient on the lowest dose maintained stable disease for 12 months with detectable CAR T cells and no further treatment, trading chemo sessions for time with family and a long-postponed trip to the Redwoods. We also unpack the CHM Core NK platform for blood cancers, an off-the-shelf approach with a unique frontline design at MD Anderson Cancer Center. By delivering engineered NK cells first and chemotherapy second in frail, high-risk AML patients, the study is seeing three complete responses and one partial response trending to complete, alongside stronger persistence signals. For clinicians and investors, this sequencing could reshape how frontline care is conceived when transplant isn’t an option, offering a path that prioritises efficacy while preserving patient resilience. On strategy, we talk portfolio breadth and focus: four clinical-stage programs, yet concentrated execution on the first-in-class CHM CDH17 asset where unmet need and market potential intersect. With only five patients left to finish phase one, FDA-cleared phase one/two mechanics to accelerate, and active partnering underway for phase two, the near-term roadmap is clear. We close with how a lean team, refreshed board, and disciplined spend power complex cell therapy programs without losing sight of the person behind each data point. If you care about CAR T innovation, NK cell persistence, and rethinking cells-before-chemo in AML, this is your next listen. Subscribe, share with a friend who follows oncology, and leave a quick review to tell us what you want answered next.

    8 min

  3. 12/02/2025

    ZOONO GROUP LTD (ZNO) - How A Dry-Active Antimicrobial Turned Food Trays Into Profit Machines

    Send us 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-centre thinking to a measurable return on investment. We walk through the road from lab to store shelf: multi-year regulatory and safety validation in the UK, proof-of-concept with Marks & Spencer across soft fruit categories, and the durability tests required for real-world packaging lines. Then come the commercial wins—Sharpak in the UK, Mpact in South Africa, and Multisteps in Australia—adding up to roughly $50 million in contracted sales over five years. The economics are striking: one extra day on 150 million punnets of raspberries can save an estimated £11 million, while coating those trays costs about £1 million. For packaging suppliers, the technology becomes a point of difference; for retailers, it’s a direct line to less waste and stronger margins. We also touch on capital discipline—remaining debt-free, fully subscribed rights issues, and guidance to return to profit by year-end. Looking ahead, we explore growth in Asia and India, including trials on bananas and mangoes, and the network effects that could take the UK model into Europe at larger scale. If you care about food waste reduction, packaging innovation, or the business of fresh produce, this is a clear-eyed look at how a durable antimicrobial platform can create value across the supply chain. Enjoyed the episode? Follow the show, share it with a colleague in retail or packaging, and leave a quick review so others can find it too.

    12 min

  4. 11/20/2025

    SPARC TECHNOLOGIES LTD (SPN) - How Graphene Additives And Novel Hydrogen Tech Could Shift Heavy Industry

    Send us 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 measurable gains in barrier performance, adhesion, and durability, designed to slot into existing formulations used on bridges, mining gear, and oil and gas infrastructure. Nick shares why trials with BHP Mitsubishi Alliance and the Cape Jaffa Lighthouse matter, and how recognition alongside Aramco at the Middle East Corrosion Conference signals technical credibility at the highest level. With a consolidated market of global coating manufacturers, Sparc is pursuing commercial agreements that could accelerate deployment once specifications are met. The goal: reach commercialisation by FY26 and scale through partners with worldwide reach. Then we pivot to energy innovation through the Sparc Hydrogen joint venture with Fortescue and the University of Adelaide. The Roseworthy pilot is built and moving through commissioning to demonstrate photocatalytic water splitting—hydrogen production driven by light-activated catalysts with minimal electricity input. Nick explains how this approach addresses a core barrier in electrolysis economics, what success at pilot scale would mean for technology readiness, and how a strong data set could unlock global interest. Along the way, we talk about the complementary nature of these two bets: near-term revenue potential from coatings and a bold push in next-gen hydrogen. If you’re tracking graphene in coatings, green hydrogen technologies, or ASX innovation stories, this conversation delivers clear milestones, partner validation, and timelines to watch. Subscribe, share with a colleague who lives in materials or energy, and leave a quick review with the question you want answered next.

    10 min

  5. 11/18/2025

    BCAL DIAGNOSTICS LTD (BDX) - A Partnership Aiming To Save Lives By Catching Cancer Earlier Through Accessible Blood Testing

    Send us 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 powered BCAL’s breast cancer test from research to real-world use. With Sonic Healthcare enabling local collection close to home, women can access testing without the travel and scheduling hurdles that often delay early screening. From there, we dive into ClearNote’s genomic technology, the high specificity and sensitivity thresholds guiding clinical confidence, and the significance of being selected for the US Vanguard Study—an indicator that the science stands on strong ground. We also map the road to Q1 CY26: GP and specialist education, laboratory readiness in Sydney, efficient logistics to ClearNote’s California lab, and a results pipeline designed for speed and clarity. The stakes are high—ovarian cancer can reach about 90% five-year survival at stage one, yet overall survival lingers near 49%; pancreatic cancer shows a similar gap, with roughly 80% at stage 1A versus about 13% overall. By making testing accessible and reliable, BCAL aims to move more diagnoses into those early windows when treatment works best. Finally, Shane shares the 12–18 month plan: accelerate breast test volumes, ramp ovarian and pancreatic launches, and build toward a one‑stop biomarker hub for clinicians, alongside preparation to enter the US breast cancer market. If early detection, practical access, and robust data matter to you or your patients, this conversation brings the strategy into focus. Subscribe, share with a colleague, and leave a quick review telling us which barrier to early screening you want solved next.

    10 min

  6. 11/17/2025

    WIN METALS LTD (WIN) - From Nickel To High-Grade Gold: Inside Win Metals’ Turnaround Strategy

    Send us 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 start” could put ounces back into production by mid next year. We walk through the first 9,000 metres of drilling at Radio, the plan to recalculate resources early in the new year, and the path to a clear mine plan shortly after. Steve explains why Repeater could be a northeast extension of the main Radio structure and how deeper hits, including a metre at 14 g/t, support a bigger system than first thought. The conversation then shifts to the Kimberley, where the Butchers Creek scoping study outlines around 200,000 recoverable ounces from a 250,000-ounce resource, a C1 cost near A$2,500/oz, and strong project metrics at current Australian gold prices—all while funding a new A$70 million plant. If you care about near-term production, margin resilience, and exploration that actually feeds a mine plan, this one’s for you. We cover the funding runway, upcoming drill news, a maiden resource at Radio, and the staged development that keeps dilution in check. Plus, we talk optionality: the nickel and lithium assets remain in the portfolio, ready for a price turn that could unlock value fast. Subscribe, share with a friend who follows ASX miners, and leave a quick review to tell us what you want us to analyse next.

    11 min

  7. 11/13/2025

    AEROMETREX LIMITED (AMX) - Mapping Australia’s Future

    Send us 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 sectors like environment, energy, mining, and infrastructure; and hyper‑realistic 3D meshes that power digital twins and scenario planning. We explore why MetroMap’s ACV now has outsized margin impact, how oblique imagery, elevation profiles, contours, and hillshade reduce site visits and accelerate approvals, and what a cleaner interface means for enterprise adoption. On the LIDAR side, we go inside recent wins with the Queensland Government and Shell QGC, the 52% revenue lift, and the importance of asset utilisation without extra capex. For 3D, we dig into international momentum, practical use cases that justify spend, and the path to scale as digital twins move mainstream. The strategy pivots on “One Aerometrex”: a unified organisation where product, production, PMO, and sales work as one, breaking silos so customers get solutions rather than isolated services. That shift, paired with more than $2 million in cost reductions and two quarters of zero cash burn, sets the stage for profitable growth. Robert also shares highlights from the Q1 trading update, the renewed Landchecker partnership with a multi‑year commitment, and a measured stance on M&A, partnerships, and licensing to maximise shareholder value. If you care about spatial data that actually changes outcomes, this conversation delivers clarity and numbers you can trust. Subscribe, share with a colleague who lives in maps, and leave a quick review to tell us which feature you want to see next.

    9 min

  8. 11/09/2025

    IONDRIVE LTD (ION) - From Batteries To Beyond: How DES Technology Scales Recycling

    Send us a text A quieter revolution is unfolding inside battery recycling: selective chemistry that finally makes economic and environmental sense. We sit down with Dr Ebbe Dommisse, CEO of Iondrive, to explore how deep eutectic solvents enable clean, closed-loop recovery of critical minerals from battery black mass, e-waste, magnets, and end-of-life solar panels—and why that unlocks real scale. We trace the strategic entry into Europe through a €3.1 million German battery recycling consortium led by RWTH Aachen and Fraunhofer. With upstream partners supplying black mass and downstream partners preparing to validate cells, the project closes the loop from waste to new materials. Ebbe explains how DES separates nickel and cobalt with high selectivity, cuts the environmental footprint versus hydrometallurgy, and lines up with strict European regulations. Beyond chemistry, the win is commercial: secured feedstock, credible offtake, and performance validation that matters to OEMs. Urban mining becomes the broader play. In North America, the focus is permanent magnets and rare earth recovery alongside partner Colt Recycling. In Europe, EV batteries still dominate, with solar waste rising fast. In Australia, a wave of retired solar panels brings silver and silicon recovery to the fore, supported by local partnerships and policy engagement. We break down why Iron Drive is pursuing two complementary deployment models—hub-and-spoke for Europe’s centralised processing, and modular, co-located units for the geographic sprawl of the US—so the same DES platform can flex across regions and feedstocks. We also map the near-term milestones: commissioning an Australian pilot plant supported by a government grant, initial debugging, then shipping to Germany for consortium operations on a defined timeline. Expect announcements on technology expansion across e-waste verticals, plus additional supply and offtake agreements that firm up volume. If you care about battery recycling, rare earth supply chains, and the economics of circular materials, this conversation offers a clear view of where the market is going and how a chemistry-first approach can lead. If you enjoyed this conversation, follow the show, share it with a colleague who tracks energy transition, and leave a quick review with the one insight you’re taking away.

    12 min
See All (186)

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 - 2025
  • Episodes
    186
  • Rating
    Clean
  • Copyright
    © 2025 ASX BRIEFS
  • Show Website
    ASX BRIEFS

You Might Also Like