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ASX BRIEFS
Andrew Musgrave
178 episodes
2 days ago
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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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 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...
Show more...
Investing
Business
Episodes (20/178)
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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5 days 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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1 week 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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1 week 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 weeks 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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3 weeks 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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3 weeks 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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1 month 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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1 month 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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1 month 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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1 month 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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1 month 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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1 month ago
10 minutes

ASX BRIEFS
JINDALEE LITHIUM LTD (JLL) - Unlocking America's Lithium Future
Send us a text Ever wondered how a small Australian explorer becomes a key player in America's critical minerals strategy? Jindalee Lithium's story might just be the blueprint. The race for battery metal security is reshaping global mining, and Jindalee has positioned itself at the center of America's lithium ambitions. In this compelling conversation with CEO Ian Rodger, we dive deep into the McDermitt Project – one of the largest lithium resources in the United States, strategically locate...
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1 month ago
7 minutes

ASX BRIEFS
SCIDEV LTD (SDV) - SciDev's Strategic Pivot: Transforming Industrial Water Challenges into Opportunity
Send us a text Water is our most precious resource, yet industries worldwide face increasingly complex challenges in using it efficiently and responsibly. In this fascinating conversation with Seán Halpin, Managing Director & CEO of SciDev Limited (ASX: SDV), we explore how this Australian company is revolutionising water treatment across multiple sectors with proprietary technologies that deliver both environmental and economic benefits. Seán reveals SciDev's dual-focused business model...
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2 months ago
11 minutes

ASX BRIEFS
AROVELLA THERAPEUTICS LTD (ALA) - Killer Cells on a Mission: The iNKT Cell Cancer Therapy Story
Send us a text Revolutionary cancer therapies are no longer confined to science fiction. Dr. Michael Baker, CEO of Arovella Therapeutics (ASX: ALA), reveals how the company's groundbreaking work with invariant natural killer T-cells (iNKT cells) is transforming cancer treatment through truly off-the-shelf cell therapies. Traditional cell therapies face significant hurdles – they're expensive, time-consuming to produce, and limited to treating the same patient they're derived from. Arovella's...
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2 months ago
16 minutes

ASX BRIEFS
JANISON EDUCATION GROUP LTD (JAN) - Assessment Innovation: How Janison Is Reshaping Education Worldwide
Send us a text The future of education assessment is digital, and Janison Education Group is leading the global transformation. In this eye-opening conversation, CEO Sujata Stead reveals how this Australian tech pioneer has evolved from its humble beginnings in country NSW to delivering over 7 million assessments across 117 countries annually. Janison's impressive growth trajectory continues with 9% revenue growth to $47 million in FY25, a healthy $11 million cash position, and zero debt. Th...
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2 months ago
14 minutes

ASX BRIEFS
PROPHECY INTERNATIONAL HOLDINGS LRD (PRO) - AI Meets Data: Prophecy and Complexica Join Forces
Send us a text The merger of Prophecy International Holdings and Complexica represents a watershed moment in Australian enterprise technology. As artificial intelligence continues to transform business operations worldwide, this strategic combination creates something truly unique in the ASX landscape – a comprehensive, end-to-end AI technology company with deep expertise and global reach. What makes this merger particularly compelling is how perfectly complementary these businesses are. Pro...
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2 months ago
10 minutes

ASX BRIEFS
ROCKETDNA LTD (RKT) - From Security Concerns to Multi-Year Contracts: RocketDNA's Aerial Data Journey
Send us a text The sky above Australia's mining sector is changing dramatically as autonomous drones revolutionise how critical data is gathered, processed, and utilised. In this revealing conversation with Chris Clark, Managing Director of RocketDNA, we uncover the remarkable journey from conventional drone services to AI-powered autonomous aerial solutions that are now embedded in the daily operations of Australia's biggest miners. What began as a response to nighttime security threats at ...
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2 months ago
10 minutes

ASX BRIEFS
GREAT BOULDER RESOURCES LTD (GBR) - Beyond the Surface: The Hidden Value of Side Well Gold Project
Send us a text Gold explorers often make big promises, but Great Boulder Resources is quietly delivering real results at its flagship Side Well Gold Project near Meekatharra in Western Australia's gold-rich Murchison region. Managing Director Andrew Paterson shares how they've built a substantial high-grade resource in just four years, with clear pathways to reach one million ounces this year and ambitious plans for 1.5 million ounces in the medium term. The company's approach blends methodi...
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2 months ago
12 minutes

ASX BRIEFS
KINETIKO ENERGY LTD (KKO) - Unlocking South Africa's Natural Gas Giant
Send us a text Ever wondered how a small ASX-listed company could be sitting on one of South Africa's largest onshore gas discoveries? Kinetiko Energy (ASX: KKO) is redefining energy exploration with their breakthrough at Brackfontein, delivering an eye-popping 370,000 cubic feet per day peak gas flow from a well just 417 metres deep. Executive Chairman Adam Sierakowski takes us behind the scenes of this remarkable achievement, revealing how 144 metres of gas pay zone (representing 35% of th...
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2 months ago
9 minutes

ASX BRIEFS
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...