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ASX BRIEFS

ASX BRIEFS

By: 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.

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Episodes
  • PREMIER1 LITHIUM LTD (PLC) - Pivoting from Lithium to Promising Gold Discoveries
    May 29 2025

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    Gold exploration is taking centre stage at Premier1 Lithium as Managing Director Jason Froud reveals the company's strategic pivot towards promising gold targets within their Western Australian portfolio. Demerged from SensOre last year with an initial lithium focus, Premier1 has adapted to challenging market conditions by unlocking the substantial gold potential hiding within their tenements.

    The spotlight falls on their Yalgoo project, where recent drilling has delivered remarkable results. A 3,000-metre RC program uncovered significant intercepts including 7 metres at 4.3 g/t gold at Carlisle and an impressive 3 metres at 30 g/t gold at Crescent South. What makes these discoveries particularly exciting is that they represent mineralisation in areas largely untouched since limited drilling in the late 1980s. The Crescent shear zone alone offers kilometres of untested strike length with proven high-grade potential.

    Premier1's disciplined exploration approach combines thorough historical data analysis with modern techniques—high-resolution drone magnetics, detailed geochemical sampling, and litho-structural studies—maximising their chances of success while carefully managing capital. This methodology has already yielded dividends with the discovery of a previously unrecognised mineralised system west of Olive Queen, confirming the gold-rich nature of the broader Yalgoo area.

    Looking ahead, Premier1 has secured a $180,000 co-funded drilling grant under WA's Exploration Incentive Scheme for their Mount Kersey and Central Block targets, where rock chips have returned values up to 26 g/t gold along a 2-kilometre geochemical anomaly. Their Abbots North project is also showing early promise with rock chips up to 7 g/t gold. With results pending from Abbots North, imminent drilling at Carlisle, and the EIS-supported program at Mount Kersey commencing in August, Premier1 is poised for a catalyst-rich period that could significantly enhance their growing reputation as a focused gold explorer in prime Western Australian terrains.

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    14 mins
  • CYNATA THERAPEUTICS LTD (CYP) - Stem Cell Breakthroughs and Clinical Trials
    May 28 2025

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    Stem cell therapeutics represent one of medicine's most promising frontiers, and Australian biotech Sonata Therapeutics stands at the cutting edge with breakthrough treatments poised to transform patient care across multiple diseases.

    Dr. Killian Kelly, CEO and Managing Director of Sonata Therapeutics, reveals how their proprietary manufacturing process creates mesenchymal stromal cells (MSCs) with consistent quality and potency—solving a fundamental challenge that has limited stem cell therapy development. This technological advantage underpins their impressive clinical pipeline targeting conditions with significant unmet needs.

    Their graft-versus-host disease treatment has already demonstrated remarkable efficacy, boosting two-year survival rates from a typical 20% to 60% in early trials. With Phase 2 enrollment nearing completion and results expected by year-end, this therapy could soon offer hope to patients facing this devastating transplant complication. Meanwhile, their kidney transplant program aims to eliminate the toxic immunosuppressants that paradoxically damage the very organs patients are trying to preserve.

    Perhaps most revolutionary is Sonata's approach to osteoarthritis, which focuses not just on managing pain but actually halting the disease's progression—something no current treatment achieves. With 321 patients treated and final results expected within months, this therapy could fundamentally change how we approach a condition affecting millions worldwide, potentially eliminating countless knee replacements and transforming patient outcomes.

    The next 9-12 months represent the most significant period in Sonata's history, with multiple trial readouts potentially triggering pharmaceutical partnerships and reshaping treatment landscapes. For investors and patients alike, Sonata Therapeutics represents a compelling opportunity at the intersection of innovation, medical need, and commercial potential.

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    13 mins
  • WEEBIT NANO LTD (WBT) - Beyond Flash: How Weebit Nano's ReRAM is Transforming Semiconductor Memory
    May 25 2025

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    Memory technology might seem mundane, but it's actually at the heart of the most exciting technology revolution we're experiencing today. In this fascinating conversation with Coby Hanoch, CEO of Weebit Nano Limited, we explore how this Australian-listed semiconductor company is pioneering the next generation of non-volatile memory.

    Traditional Flash memory simply can't keep up with the demands of modern AI applications, especially at the edge where devices need to process information locally rather than sending everything to the cloud. Weebit's resistive RAM (ReRAM) technology solves this problem by enabling smaller, more efficient, and more secure memory solutions. As Coby explains, their recent automotive qualification (AEC Q100) proves their technology can withstand extreme conditions—operating at 150°C for 10 years—making it suitable for virtually any application worldwide.

    What makes Weebit's story particularly compelling is their emerging position as the only independent supplier of ReRAM technology. While competitors have fallen by the wayside, Weebit has secured partnerships with semiconductor powerhouses like OnSemi (a NASDAQ 100 company) and DB HiTek. With over $90 million in cash, they're poised for significant growth as the industry increasingly recognizes ReRAM as Flash memory's successor. If you're curious about the technologies that will power everything from your smartphone to autonomous vehicles in the coming years, this episode provides a rare glimpse into a critical but often overlooked sector of the tech industry.

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    17 mins
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