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ASX BRIEFS
Andrew Musgrave
186 episodes
2 weeks ago
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 ter...
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Investing
Business
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All content for ASX BRIEFS is the property of Andrew Musgrave and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
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 ter...
Show more...
Investing
Business
Episodes (20/186)
ASX BRIEFS
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 ter...
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2 weeks ago
9 minutes

ASX BRIEFS
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 dura...
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1 month ago
8 minutes

ASX BRIEFS
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 cos...
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1 month ago
12 minutes

ASX BRIEFS
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® targ...
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1 month ago
10 minutes

ASX BRIEFS
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 p...
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1 month ago
9 minutes

ASX BRIEFS
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 “sof...
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1 month ago
10 minutes

ASX BRIEFS
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 sec...
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1 month ago
8 minutes

ASX BRIEFS
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 consorti...
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2 months ago
12 minutes

ASX BRIEFS
ARGENICA THERAPEUTICS LTD (AGN) - Neuroprotection For Stroke, Explained
Send us a text A lab surprise turned frontline hope: we sit down with Dr Liz Dallimore, CEO of Argenica Therapeutics, to unpack a peptide drug designed to protect the brain during the chaotic minutes after stroke and other injuries. Built from a chain of arginines, the therapy targets the glutamate‑driven calcium surge that kills neurons, aiming to stabilise tissue while clot dissolvers or thrombectomy restore blood flow. We trace Argenica’s journey from Perth lab benches to a multi‑centre P...
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2 months ago
18 minutes

ASX BRIEFS
HAZER GROUP LTD (HZR) - Hydrogen, Graphite, And A Faster Path To Net Zero
Send us a text Heavy industry doesn’t need another moonshot. It needs a practical way to swap carbon-heavy hydrogen for a cleaner, cost-competitive alternative that slots into plants already running at scale. That’s where Hazer Group steps in: an iron ore–catalysed process that turns methane into clean hydrogen and high-purity graphite, delivered through a fluidised bed reactor built for industrial realities, not lab-bench hopes. We sit down with Hazer CEO Glenn Corrie to unpack how the tech...
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2 months ago
18 minutes

ASX BRIEFS
ATLAS FUNDS MANAGEMENT - Targeting Income In A Volatile Market
Send us a text A reliable pay cheque from shares sounds like a dream, but it doesn’t have to be. We sit down with portfolio manager Phil Cornet from Atlas Funds Management to unpack a straightforward idea with powerful outcomes: hold quality Australian dividend payers and sell call options over them to target a 10% annual cash yield, paid quarterly. It’s a candid look at how buy-write strategies trade some upside for steadier income and lower volatility, and why that swap can make sense when ...
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2 months ago
11 minutes

ASX BRIEFS
TUNGSTEN MINING NL (TGN) - Can Australia secure the world’s tungsten future?
Send us a text Prices are surging, supply is squeezed, and buyers are searching for reliable sources of tungsten outside China and Russia. We sit down with Gary Lyons, Non‑Executive Chair of Tungsten Mining, to unpack how Mt Mulgine in Western Australia could become a cornerstone supplier for hardmetals, aerospace, energy, and defence—while using near‑term gold to fund the path to scale. Gary takes us inside the market fundamentals: China at roughly 80% of concentrate, Russia near 10%, expor...
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2 months ago
8 minutes

ASX BRIEFS
NH3 CLEAN ENERGY LTD (NH3) - How NH3 Clean Energy Plans to Decarbonise Global Shipping by 2029
Send us a text Australia’s Iron Corridor is one of the busiest shipping routes on earth—and one of the hardest to decarbonise. We sit down with NH3 Clean Energy chair Charles Whitfield to map a practical path forward: large-scale clean ammonia produced in the Pilbara, bunkered at Dampier, and burned by a new generation of ammonia-ready ships. Instead of chasing hype, we dig into the concrete pieces now falling into place: a 650,000 tpa phase one (scaling to 1.3 million), a 2029 first producti...
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2 months ago
7 minutes

ASX BRIEFS
STEPCHANGE HOLDINGS LTD (STH) - ERP momentum on the ASX: Step Change’s path from WA roots to tier-one delivery at scale
Send us a text What if the real competitive edge in enterprise transformation isn’t a new tool, but the ability to deliver at speed with trust? We sit down with StepChange Holdings’ managing director Shane Bransby to unpack how a fresh ASX listing became a lever for credibility, talent, and tier-one wins—especially across Western Australia’s resource-heavy economy where multi-year programs demand both governance and grit. We explore why demand for ERP transformation keeps rising: capital pro...
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2 months ago
9 minutes

ASX BRIEFS
GLOBAL HEALTH LTD (GLH) - From Clinics to the Couch: How Global Health Links Care Teams and Patients
Send us a text Healthcare shouldn’t feel like a maze. In this candid talk with Global Health Managing Director Mathew Cherian, we unpack how a connected SaaS stack—MasterCare+ for clinicians, Lifecard for consumers, HotHealth as the digital front door, and ReferralNet for secure messaging—can turn fragmented journeys into coordinated care. The stakes are real: chronic mental health, diabetes, cardiovascular disease, and AOD services demand team-based workflows that stretch from hospital to ho...
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3 months ago
13 minutes

ASX BRIEFS
BRAZILIAN CRITICAL MINERALS LTD (BCM) - Beyond China: The Breakthrough Deposit Transforming Critical Mineral Security
Send us a text Rare earth elements are the unsung heroes powering everything from wind turbines to guided missiles, yet securing their supply remains one of the greatest challenges in the transition to clean energy and advanced technologies. In this revealing conversation with Andrew Reid, Managing Director of Brazilian Critical Minerals, we explore a breakthrough that could fundamentally alter the rare earth landscape. The results from BCM's in-situ pilot trials at their Ema Project in Braz...
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3 months ago
11 minutes

ASX BRIEFS
NYRADA INC (NYR) - Inside Nyrada’s Bid to Protect the Brain and Heart After Attack
Send us a text A blocked artery isn’t the end of the story—what happens when blood rushes back can decide how much tissue survives. We sit down with Nyrada CEO James Bonner to unpack how Xolatryp, a small molecule TRPC channel blocker, aims to protect mitochondria, cut calcium overload, and reduce injury after heart attack, traumatic brain injury, and stroke. With Phase I safety in the bank and a Phase IIA study planned for PCI patients, we dig into the practical metrics that matter: MRI‑base...
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3 months ago
8 minutes

ASX BRIEFS
MEDALLION METALS LTD (MM8) - From Acquisition to Production: Medallion Metals Sulphide Strategy
Send us a text Dive deep into Medallion Metals ambitious gold and copper development strategy with Managing Director Paul Bennett in this revealing conversation. Paul outlines how the company is revolutionising their approach by acquiring the Forrestania processing infrastructure from IGO, a move that dramatically reduces both time and capital requirements on their path to production. With impressive mineral resources of 1.1 million ounces of gold and 40,000 tonnes of copper in Western Austr...
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3 months ago
9 minutes

ASX BRIEFS
YOJEE LIMITED (YOJ) - Breaking Supply Chain Monopolies: The Yojee Story
Send us a text The global logistics industry is long overdue for a technological revolution. With most systems still running on software developed 25-30 years ago, freight forwarders and customs brokers have been starved of innovation and choice. That's where Yojee Limited steps in. Mark Connell, CEO of Yojee Limited, reveals how his company is disrupting traditional logistics models with their groundbreaking MOSAIC platform. Unlike competitors who simply build "better mousetraps," Yojee app...
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3 months ago
11 minutes

ASX BRIEFS
CRITICA LIMITED (CRI) - Pioneering Australia's Largest Clay-Hosted Rare Earth Deposit
Send us a text Discover how Critica Limited is positioning itself to become Australia's next rare earth developer through its flagship Jupiter project – the largest clay-hosted rare earth deposit in Australia with an impressive 1.8 billion tons of resource at 1,700 ppm TREO. CEO Jacob Deysel, a mining engineer with nearly three decades of global experience, reveals the three key advantages setting Jupiter apart: scale, simplicity, and speed. The project's innovative beneficiation-first appro...
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3 months ago
10 minutes

ASX BRIEFS
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 ter...