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
  • AUSTRALIAN STRATEGIC MATERIALS LTD (ASM) - Building a Non-China Critical Minerals Supply Chain: ASM's Mine-to-Metal Strategy
    May 20 2025

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    The vulnerability of global rare earth supply chains has just moved from theoretical to tangible with China's new export restrictions. This couldn't make Australian Strategic Materials' strategy more relevant – or more urgent.

    When Rowena Smith, CEO and Managing Director of ASM, explains their mine-to-metal capability, what stands out is how few companies globally can do what they do. As the only ASX-listed company with established metallisation capability outside China, ASM offers something increasingly precious: supply chain security for critical minerals essential to clean energy, defence, and emerging technologies.

    The company's Korean metals plant is already shipping products to customers, with validation processes completed for multiple magnet producers across several jurisdictions. What's particularly exciting is their breakthrough in heavy rare earth metallisation – they're on the verge of commercial dysprosium production, with terbium to follow. Smith notes that only two other companies outside China have similar capabilities, positioning ASM at the forefront of this critical technology.

    ASM's two-pronged strategy combines the shovel-ready Dubbo project in NSW with global metals plants. Their expansion plans include replicating their Korean facility in the US, with strong interest from the Department of Defense seeking domestic manufacturing capability through allied nations. The company is also exploring a phased approach to the Dubbo project, potentially targeting the rare earths portion first to reduce initial capital requirements below $1 billion.

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    12 mins
  • ASTRAL RESOURCES NL (AAR) - Unlocking Value in Western Australia's Gold Belt: Inside Astral Resources' Growth Strategy
    May 19 2025

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    Gold is commanding over $5,000 per ounce in the Australian market, and Astral Resources is poised to capitalize on this opportunity with their growing portfolio of gold assets in Western Australia's renowned Kalgoorlie region. Managing Director Marc Ducler pulls back the curtain on how this emerging producer is methodically advancing toward development with a remarkable discovery cost of just $20 per ounce.

    The conversation centers on Astral's flagship Mandilla Gold Project, which already boasts a 1.43 million ounce resource that could support up to 20 years of processing. With the Pre-Feasibility Study nearing completion and scheduled for release before the end of June, Marc reveals they've already secured the essential technical inputs needed to generate "very, very good financials." The company isn't stopping there – they're immediately transitioning to a Definitive Feasibility Study targeting completion in mid-2025, maintaining momentum toward a production decision.

    What sets Astral apart is their strategic approach to resource growth and project optimization. Rather than simply accumulating ounces, their recent acquisition of Maximus Resources provides both the physical space needed for infrastructure and additional exploration upside at the Spargoville project. Meanwhile, drilling at both Spargoville and Feysville specifically targets higher-grade material that could displace lower-grade Mandilla ore, potentially boosting the project's net present value significantly. With $22 million in the bank and additional funding possible from in-the-money options, Astral is fully funded to execute this strategy while maintaining continuous exploration across their expanded land package.

    Ready to discover more about the companies shaping Australia's future? Subscribe to ASX Briefs for direct conversations with the leaders driving innovation and growth in the market.

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    10 mins
  • COSMO METALS LTD (CMO) - Untapped Potential: The New England Orogen Gold Rush
    May 18 2025

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    Discover the untapped potential of Australia's forgotten gold districts as Cosmo Metals makes a strategic leap into New South Wales. Managing Director Ian Prentice reveals how the company's acquisition of the Bingara and Nundle projects could transform their prospects in the precious and base metals space.

    The conversation takes us deep into the geological significance of these newly acquired assets, situated within the New England Orogen – a vast mineral province that has historically yielded 35 million ounces of gold but remains surprisingly underexplored. What makes this opportunity particularly compelling is the scale: with nearly 500 square kilometres at Bingara and 260 square kilometres at Nundle, these truly represent district-scale exploration plays that haven't seen modern exploration techniques applied in over three decades.

    Ian's excitement is palpable as he describes the commodity mix of gold, copper, and antimony across these projects, highlighting historical drill results like six metres at six grams per tonne gold from surface that have never been properly followed up. The comparison to world-class deposits like Mount Morgan (multi-million ounces gold plus 360,000 tonnes copper) demonstrates the scale of targets Cosmo is pursuing. Through cutting-edge exploration techniques including LiDAR and Sub-Audio Magnetics surveys, the company is rapidly building a modern understanding of these forgotten mineral districts.

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    9 mins
  • MLG OZ LTD (MLG) - How MLG Oz is Connecting Mines to Processing Hubs Across Australia
    May 16 2025

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    The mining services landscape in Australia is evolving rapidly, and few companies exemplify this transformation better than MLG Oz Limited. Murray Leahy, Managing Director and founder, joins us to unpack how this Kalgoorlie-based company has grown from identifying a market gap to becoming an integrated powerhouse delivering critical services to Australia's most prominent mining operations.

    At the heart of MLG's success is their pioneering hub-and-spoke model, connecting remote mining sites to centralized processing facilities through an intricate network of logistics, crushing, screening, and civil services. What once existed as fragmented offerings from multiple small providers has been reimagined as a seamless, integrated solution driving efficiency across the mining value chain. Murray explains how this approach has secured major contracts with gold producers like Westgold Resources, Northern Star, and Evolution Mining—partnerships characterized by longevity and mutual growth.

    Despite posting impressive 20% revenue growth in the first half of FY25, MLG has faced challenges including project delays affecting short-term margins. However, Murray confidently outlines how strategic capital investments in fleet expansion and dedicated Kalgoorlie accommodation facilities are now bearing fruit, positioning the company for stronger profitability in the coming months. Perhaps most fascinating is MLG's innovative approach to the industry-wide skills shortage—their new-to-industry training program has brought 350-400 workers into specialized mining roles over just two and a half years, creating pathways for non-traditional workers while building their workforce capacity. As gold prices reach historic highs and Australia's mining sector continues its expansion, MLG's selective approach to quality partnerships and operational excellence offers valuable insights for anyone interested in the future of mining services.

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    16 mins
  • NOVA EYE MEDICAL LTD (EYE) - Record US Sales: Inside the Glaucoma Treatment Revolution
    May 14 2025

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    The ophthalmology world is taking notice as Nova Eye Medical achieves its strongest US sales quarter ever. In this fascinating conversation with Managing Director Tom Spurling, we unpack the remarkable growth trajectory of their minimally invasive glaucoma treatment technology that's winning over doctors and patients alike.

    Spurling reveals the powerful simplicity behind their success: "We have a really good product and a driven sales team. The more doctors that try our product, the more take it up." With approximately 1,300 monthly procedures already and an estimated 20,000-30,000 minimally invasive glaucoma procedures occurring monthly in the US market, Nova Eye's runway for growth appears substantial and sustainable.

    The financial transformation is equally impressive, with the glaucoma segment nearly achieving break-even in Q3 – posting just a $30,000 EBITDA loss compared to a $1.8 million loss in the first half. This dramatic improvement stems from enhanced manufacturing processes, resolved supply chain issues, and accelerating sales. Perhaps most exciting is the forecast of break-even performance for the glaucoma segment by second half FY25, with group-wide profitability following shortly thereafter.

    Beyond the core glaucoma application, Nova Eye has identified a potentially transformative opportunity in ocular drug delivery. Pharmaceutical companies have approached them about leveraging their iTrack technology for targeted medication delivery within the eye – potentially opening an entirely new revenue stream. With minimal exposure to international trade uncertainties and clear catalysts on the horizon, Nova Eye Medical demonstrates why they're positioning themselves at the forefront of ophthalmic innovation. Listen now to understand how this Australian company is revolutionizing glaucoma treatment globally!

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    8 mins
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