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Equity research and market commentary from Homodeus Research.

  1. 3h ago

    The Future of Helium & Natural Hydrogen | Prominence Energy (ASX:PRM) with COO Dr Krista Davies

    Helium is becoming an increasingly strategic commodity, underpinning industries such as semiconductors, AI infrastructure, MRI systems, aerospace and advanced manufacturing. At the same time, natural hydrogen is emerging as a potentially transformative new energy source, with Australia positioned as one of the most prospective regions globally. In this episode, Wei Sim, Founder and Lead Analyst at Homodeus Research, speaks with Dr Krista Davies, Chief Operating Officer of Prominence Energy (ASX:PRM) and one of Australia's leading experts in natural hydrogen exploration. The discussion explores: Why helium demand is accelerating and why global supply remains constrained. The growing investment case for natural hydrogen and how it differs from green and blue hydrogen. Prominence Energy's Gawler Hydrogen Project and Northern Hinge Project in South Australia. Geological evidence supporting the company's exploration strategy. Upcoming exploration milestones, target ranking and drilling plans. Farm-out opportunities, funding strategy and exploration optionality, including methane potential. A live Q&A covering the company's next catalysts. Whether you're interested in critical minerals, the energy transition or emerging ASX opportunities, this conversation provides an in-depth look at one of Australia's most exciting frontier exploration stories. Guest: Dr Krista Davies, Chief Operating Officer, Prominence Energy (ASX:PRM) Host: Wei Sim, Founder & Lead Analyst, Homodeus Research

  2. 1d ago

    The Future of Battery Chemistry with Firebird Metals CEO Ron Mitchell

    In this episode of the Homodeus Research Podcast, Wei Sim sits down with Ron Mitchell, Managing Director of Firebird Metals, to discuss one of the most significant developments in battery materials: lithium manganese iron phosphate (LMFP). Ron explains why LMFP isn't a completely new battery technology—but rather an evolution of lithium-ion chemistry that can deliver similar performance while reducing reliance on expensive nickel. The discussion explores why global battery manufacturers are increasingly focused on manganese-rich chemistries, how Western producers can improve their cost competitiveness, and why Firebird's proprietary processing technology could position the company at the forefront of this emerging trend. The conversation also covers Firebird's technology, commercial strategy, industry partnerships, upcoming catalysts, and the broader outlook for battery materials as EV adoption continues to accelerate. Topics covered: Why LMFP is attracting global attention LFP vs NMC vs LMFP battery chemistry explained How manganese can reduce battery costs Why battery manufacturers are changing chemistries Firebird's proprietary processing technology Commercialisation strategy and competitive advantages The outlook for Western battery supply chains Key catalysts investors should watch Whether you're an investor, battery enthusiast, or interested in the future of electric vehicles, this episode provides an accessible overview of one of the industry's fastest-evolving technologies.

  3. Jul 10

    Qualitas (ASX: QAL): Banks Are Retreating From Real Estate — Here's Who's Stepping In

    Qualitas (ASX: QAL) is one of Australia's leading real estate alternative investment managers, with $10.9 billion in funds under management and $40 billion in real estate assets financed over 18 years. In this Sharewise investor webinar, Group Managing Director and Co-founder Andrew Schwartz joins Homodeus Research founder Wei to discuss why Qualitas exists at the intersection of Australia's housing shortfall and the banks' structural retreat from real estate lending. Topics covered include: How Qualitas performed through 13 consecutive rate hikes — and why the model works in both rising and falling rate environments The stability of Qualitas' capital base, with more than 90% held in closed-ended or listed structures The recent acquisition of Starz, giving Qualitas its first European platform in a market five times the size of Australia's Qualitas' proprietary AI-enabled credit execution platform and its role in the group's upgraded margin target What recent Federal Budget changes to negative gearing and CGT mean for real estate private credit How institutional investors are re-rating Australia as a destination for real estate credit capital Qualitas' risk management approach and portfolio stress-testing assumptions Important note: This discussion took place during Qualitas' results blackout period. All statements referenced information already publicly disclosed to the ASX, including the Macquarie Australia Conference presentation (5 May 2026), the European expansion announcement (12 June 2026), and the AI initiatives update (26 June 2026). No new financial or performance information was provided, and nothing in this episode constitutes financial product advice. This content has been produced by Homodeus Research (homodeus.one), a Corporate Authorised Representative of Sharewise Pty Ltd (AFSL 280420), under an issuer-pays research model. Qualitas is a current or prospective client of Sharewise/Homodeus Research. This is general information only and does not constitute personal financial product advice. It does not take into account your objectives, financial situation, or needs. Homodeus Research and its representatives may receive fees from the companies covered. Full disclosures are available at homodeus.one.

  4. Jul 9

    First Drill in 30 Years: Manhattan Gold's Nunavut Gold Hunt with Bay Rezos

    Manhattan Gold Corporation [ASX: MHC] has spent the past year quietly assembling one of the more compelling junior gold setups on the ASX: a 665km² project in Canada's second-largest greenstone belt, a newly refreshed management team, a fully funded drill program, and a historic resource that's barely been touched at depth. In this episode, Homodeus Research's Anthony Han speaks with Bay Rezos, General Manager of Manhattan Gold, about the company's 2026 exploration program at Hook Lake in Nunavut — the first modern drill campaign on the project in 30 years. What we cover: Hook Lake Overview Hook Lake sits in the Rankin-Ennadai greenstone belt — the second-largest in Canada — alongside neighbours Agnico Eagle (5 million ounce resource, 4,000oz/yr production) and B2Gold's Vickers deposit. The project covers 665km² with 12 identified prospects. Manhattan holds 20-year exploration agreements with the two local Inuit communities and a 7-year drilling permit following regulatory clearance from the Nunavut Impact Review Board. JAWS — The Anchor Target The JAWS deposit carries a historical resource of 285,000oz at 2.3g/t gold. Historic drilling only reached 190m vertical depth on average — compared to Agnico Eagle drilling to over 1km in the same belt. Manhattan is allocating ~3,000m of its 4,000m RC program to test depth extensions and grow the strike from 940m toward 3km. The Five 2026 Drill Targets JAWS — depth and strike extension of the existing resource Omega — first-ever drill test of a banded iron formation (BIF) gold target, identified via aeromagnetics; same geology type that underpins the large deposits in the belt Quantum & Lotus — two orogenic gold targets, never drill-tested, with 2025 rock chips returning up to 11g/t Au and 1,400g/t Ag Spectre — a volcanogenic massive sulphide (VMS) deposit drilled in the 1970s; shallow holes returned 3% Cu, 95g/t Ag and 1g/t Au Vanquish — a newly acquired target 80km west in the Kaminak greenstone belt, with the strongest gold-arsenic till anomaly recorded in that belt; channel and rock chip assays are currently in the lab Supporting Exploration Program Till sampling across the project to better define the BIF geology; aeromagnetic survey expanded to cover Vanquish (two planes now operating); LiDAR and orthophoto survey recently completed for both targeting and project engineering. News Flow Assay turnaround is approximately two to three weeks via the Yellowknife lab. With the drill now turning at JAWS, investors can expect regular results through to approximately November 2026. Nunavut: Why It Matters Beyond the geology, Bay discusses why Nunavut is an increasingly compelling jurisdiction: growing Inuit-led communities that see mining as a pathway to economic self-sufficiency, Canadian government investment in Arctic infrastructure (all-season roads, deep-sea ports, the Grays Bay Road & Port Project), and the broader geopolitical backdrop of Arctic sovereignty and critical minerals security. Other Assets Tivovara (NSW) — 220km of strike in the Coonaberry Gold District; earn-in farming agreement with Novo Resources progressing (Stage 1 complete; Stage 2 underway; 70/30 split post A$1.5M spend). Ponton (WA) — 8th-largest uranium deposit in WA; optionality play on any change to WA uranium exploration laws. Path to 2027 Bay discusses the ambition to expand the 2026 program to 6,000–7,000m if conditions allow, before packaging all data — drilling, till sampling, aeromag, LiDAR — into a materially larger 2027 campaign. Long-term optionality includes standalone development, joint venture, or M&A. Duration: ~33 minutes Recorded: July 2026 Host: Anthony Han, Homodeus Research Guest: Bay Rezos, General Manager, Manhattan Gold Corporation DISCLAIMER This podcast episode was produced by Homodeus Research Pty Ltd, a Corporate Authorised Representative of Sharewise Pty Ltd (AFSL 280420). Content is general financial information only and does not constitute personal financial advice. Manhattan Gold Corporation has engaged Homodeus Research in connection with this episode. For full disclosures including the Financial Services Guide and per-report disclosure annexure, visit homodeus.one.

  5. Jul 8

    The Ex-Epic Executive Turning Mach7 Into Healthcare's AI Data Backbone

    What does it take to turn around a struggling healthcare software company — and why does the unglamorous world of medical image management matter more than ever in the age of AI? In this episode, Wei Sim of Homodeus Research sits down with Teri Thomas, CEO of Mach7 Technologies (ASX: M7T), a global enterprise imaging software company serving hospitals and health systems worldwide. Teri brings a rare playbook to the role: 20 years at Epic Systems (joining when it had under 100 employees, leaving when it had over 10,000) and a prior CEO stint at ASX-listed Volpara Health Technologies, where she led a successful turnaround before its acquisition by Lunit. They dig into why the $2B enterprise imaging market — projected to double by 2030 — is becoming critical infrastructure for the AI era, how Mach7's vendor-neutral architecture positions it as the "data lake" that AI algorithms actually need, and what makes this turnaround story different from the ones that fail. Topics covered: - What a vendor-neutral archive (VNA) is and why true neutrality is rare - Why most hospitals can't use AI at scale yet — and what has to happen first - The Flamingo modular architecture and Mach7's shift from "archive to architecture" - How Teri is applying Epic's customer success-led sales model at Mach7 - Mach7 vs ProMedicus: frenemies, coexistence, and competitive positioning - The AI trust problem in radiology: FDA approvals, proprietary data silos, and foundation models - FY27 strategic priorities: growth, product shift, and financial discipline If you're interested in healthcare IT, small-cap turnarounds, or the infrastructure layer that will underpin medical AI, this is a must-listen.

  6. Jul 8

    Semiconductor Deep Dive with YT Boon: Inside the AI Chip Supercycle

    In this episode, Homodeus Research hosts a semiconductor industry deep dive with YT Boon — a semiconductor specialist and portfolio manager with a decade of engineering experience in microprocessor and ASIC chip design across the UK, Taiwan and China, having worked at Arm, Cadence Designs, Broadcom, Global Unichip, TSMC and Huawei. YT unpacks the rapid shift underway in the semiconductor industry over the past 6-9 months: how 2025's tariff-driven supply chain disruption gave way to a renewed focus on materials and technology innovation as AI infrastructure capex from the major hyperscalers continues to accelerate into 2026 and 2027. The conversation covers why a slowing Moore's Law is redirecting industry focus toward advanced packaging, thermal management and high-purity materials, and how new classes of materials are emerging across the supply chain — from semiconductor-grade chemicals to automotive and space-grade chips. Joining the discussion is Rob Williamson, Managing Director of Alpha HPA (ASX: A4N), who brings a supply-side perspective on how high-purity alumina is being adopted as a thermal management solution in advanced chip packaging, replacing silica in next-generation applications as GPU power demands climb from a few hundred watts to over 1,000 watts. Topics discussed: - The AI infrastructure capex cycle and its flow-through to semiconductors - Why Moore's Law is slowing — and what that means for materials innovation - Advanced packaging, chip stacking and the growing thermal management challenge - The shift from wet to dry cleaning processes in semiconductor manufacturing - Localisation of the materials supply chain amid geopolitical and export-control pressures - How qualification cycles work for new materials entering the semiconductor supply chain - Whether AI-driven demand is structural or a "one-trick pony" This is general industry commentary and does not constitute financial product advice. Homodeus Research operates under an issuer-pays research model as a Corporate Authorised Representative of Sharewise's AFSL. Please refer to our Financial Services Guide and relevant disclosures at homodeus.one.

  7. Jul 3

    Alpha HPA (A4N): AI's Hidden Chip Supply Chain Play

    Homodeus Research hosts Alpha HPA (ASX: A4N) Managing Director Rob Williamson for a deep dive into one of the ASX's less obvious AI-adjacent plays — a fully-funded, $1B+ market cap business that manufactures high-purity alumina (HPA), a performance material rather than a mined commodity. Alpha closed a $225M capital raise backed by the National Reconstruction Fund, AusSuper and Orica, and now holds $200M+ in cash funding its Stage 2 build in Gladstone, Queensland. Rob explains the proprietary technology, the customer base, and why Alpha sits structurally on the supply side of the AI capex boom. In this conversation: - The solvent extraction technology and proprietary HPA precursor IP — protected as a trade secret, "like the Coca-Cola recipe" - Stage 1 vs Stage 2 economics — a $700M build ramping toward ~$300M EBITDA by 2027–2028 - Why Alpha's ~$7/kg cash cost undercuts Japanese incumbents Sumitomo Chemical and Nippon Light Metal (~$12–15/kg) - Thermal fillers — how HPA solves the heat problem in advanced-node AI chips as GPU power draw pushes past 1,000 watts - Alpha radiation and "bit flips" — the ultra-low-alpha spec required for TSMC's advanced packaging, and a competitor that gave up trying to match it in-house - CMP polishing, the nano-alumina product, and a 50% higher removal rate versus industry-standard aluminas - The 5,000-tonne battery LOI and anode-coating applications for LFP chemistry - Alpha Sapphire — the GaN-on-sapphire power semiconductor sideline - 118% LOI subscription on the 10,000-tonne Stage 2 plant, and Rob's read on customer sentiment from recent trips to Taiwan and Hong Kong Recorded July 2026. ⚠️ This content is general information only and does not constitute financial or investment advice. It does not take into account your objectives, financial situation or needs. Investments in small/mid-cap companies carry significant risk, including risk of loss of capital. Alpha HPA is a Homodeus Research issuer-pays client — see full disclosures at homodeus.one. Always do your own research and consider seeking advice from a licensed financial adviser.

  8. Jun 27

    Canadian Phosphate: Food Security, Batteries & Geopolitics

    Phosphate is usually thought of as a fertiliser mineral — but its strategic importance may be expanding. In this episode, we speak with Canadian Phosphate about the company’s North American phosphate strategy, including its Wapiti and Fernie projects in Canada and the Diamond Mountain phosphate project in Utah. The conversation explores why phosphate is critical for food security, how Canada currently relies on imported phosphate, and why domestic supply could become increasingly important as governments focus on supply-chain resilience and critical minerals. We also discuss phosphate’s emerging role in LFP battery supply chains, the potential for battery-grade phosphoric acid, and the company’s work with NovaFOS as a possible pathway to higher-value phosphate products. Topics discussed include: * Why phosphate matters for fertiliser and food production * Canada’s dependence on imported phosphate * Wapiti, Fernie and Diamond Mountain project updates * The role of phosphate in LFP batteries * Battery-grade phosphoric acid and NovaFOS * North American supply-chain security * Critical minerals policy and geopolitics * Drilling, permitting and development timelines This episode is for informational purposes only and does not constitute financial advice. Listeners should do their own research and seek professional advice before making investment decisions.

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Equity research and market commentary from Homodeus Research.

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  • Creator
    Homodeus Research
  • Years Active
    2026
  • Episodes
    14
  • Rating
    Clean
  • Copyright
    © Copyright 2026 Homodeus
  • Show Website
    Homodeus Research