Our special guest for this episode is Loui Kannikoski, the Founder, Managing Director & CEO of leading marine solutions provider Bhagwan Marine. After leaving school at age 14, Loui began his career working in the family cray fishing business in Geraldton, taking over the business in the mid-1980s. In the late 90s, Loui and his family decided to change tack and shift out of crayfishing and enter the oil and gas industry as a service provider. Well the rest as they say is history. In 2000, Bhagwan Marine was formed and some 24 years later the company listed on the ASX now operating across the oil & gas, resources, civil construction, logistics and defence industries. There are not too many journeys around like this one. To request a Euroz Hartleys team member to contact you or if you have some feedback on the podcast please click here   Please follow us and stay up to date with Euroz Hartleys on LinkedIn To be added to the podcast “new release” email distribution list please click here

In this Ep of Finding the Front it was a privilege to host Robert Millner AO, widely regarded as one of Australia’s most experienced and respected investors and Chair of iconic company, the 120+ year old Soul Patts (Washington H. Soul Pattinson). Rob is the 4th generation of his family to lead the business and the simple but important takeaways from this conversation are compelling for all investors. Rob has been Chair of Soul Patts over the past quarter of a century overseeing significant growth in shareholder value and increasing the dividends paid every year over the last 25 years. This podcast covers comparison to Berkshire Hathaway, his family upbringing, first job in the markets, the Soul Patts journey and focusing on good people and cash generation, New Hope Coal, Brickworks, TPG, buying businesses and what is key, his view on the cost of doing business, the current market conditions and the US and much more. To request a Euroz Hartleys team member to contact you or if you have some feedback on the podcast please click here   Please follow us and stay up to date with Euroz Hartleys on LinkedIn To be added to the podcast “new release” email distribution list please click here

For this brand new episode of Finding the Front we are so fortunate to have biotech and life sciences veteran Matt Callahan on the show. Matt is a Philadelphia based, Australian born life sciences entrepreneur, with a track record of building and exiting numerous life sciences companies in pain, oncology, dermatology, cell therapies, animal health and regenerative medicine.He starts the show off on the front foot answering the question of Donald Trumps impact going forward on the US Biotech and Life Science sector showcasing his thoughts for aspiring investors.Matt has accumulated 25 years legal, life sciences, IP and investment management experience and is founder and executive director of ASX listed Botanix Pharmaceuticals, co-founder and director of Respirion Pharmaceuticals Pty Ltd and was also a co-founder of life science companies Dimerix Bioscience Ltd, Mirata Pharmaceuticals LLC and Orthocell Ltd, as well as the Bill Gates backed climate tech company, Rumin8 Pty Ltd.Matt is such a great communicator and provides some deep insights into being an entrepreneur, the world of life sciences, FDA approval, the phases of a company and distribution. This really is a captivating chat. To request a Euroz Hartleys team member to contact you or if you have some feedback on the podcast please click here   Please follow us and stay up to date with Euroz Hartleys on LinkedIn To be added to the podcast “new release” email distribution list please click here

Welcome to our latest Ep of Finding the Front. We are very fortunate to have leading, award winning, Western Australian property developer Paul Blackburne as our special guest. Paul’s 20+ year old business Blackburne has developed and settled some $1 billion of property in the last two years alone with a strong future pipeline of high end apartments in hand. In this wide ranging podcast, Paul provides a unique insight into his background, travel, building his business and property development including risk, using your own equity, buyer types, assessing a potential development, cost of building and lots more. For those who love their property, there is plenty to take away from this conversation given Paul’s vast experience and understanding of the industry.

Our very special guest is Pilbara Minerals MD & CEO Dale Henderson and there is no stone left unturned in this conversation around PLS, the lithium story and both the challenges but also the opportunity set in a world of growing EV and battery storage adoption. Dale grew up in NZ, excelled at University, thrives on a challenge and kept on building his skill set to be the leader he is today. If you want an understanding of Dale’s global views on the current Lithium market and where it is positioned, this is compulsory listening. 0.00: Growing up in NZ and getting an education 9.25:  “building stuff and scale”, career kicks off 13.04: Move to Australia, Newman Hope Downs 1, Middle East Oil & Gas, Back to Australia, Worley Parsons, Fortescue Metals Group 25.50: Joining Pilbara Minerals, intro to Lithium, Great Team, 28.42: Deep Dive; including Origins, EV Sales, Supply, Demand, Pricing, Battery Manufacturing and the long game, Partnering, Downstream, Car Companies, Global markets and the role of China, being CEO and Strategy, New Transport Tech, Capital Allocation, Opportunity 1.08.28: Family and work/life balance? Ultra Marathons & Mountaineering

Our special guest is one of Australia’s legendary stock pickers, Mr David Paradice AO, the founder of Paradice Investment Management.   The Paradice Investment Management team manage a phenomenal amount of money - around $17 billion in assets under management. Its namesake founder, David Paradice AO, is so passionate about his craft. In this deep dive, David shares his experiences on just about everything from growing up in Scone in the Hunter region, boarding school, trying to find a job, how he made his way into the public markets, building a funds management business, his team, his love of picking stocks and the small cap sector, meeting with management, doing the work and how there is no “short cut” and his current views on the markets. He also shares his thoughts on why he learns from Warren Buffett but doesn't follow him - they have their own way of doing things including going out and picking the stocks, doing the numbers, working out if something is cheap or expensive and then having a real crack at it! Plus we hear first-hand about his love of giving back, the game of Polo, including meeting the Queen and of course, family.  Timestamps 0:00 - Intro 4:03 - Tales from growing up on a 150 acre farm just outside of Scone, NSW 10:37 - Paradice's first role as a research analyst at a stock broker, investing through the 1987 crash 15:38 - The pressure of managing others people’s money 17:59 - Paradice's five-year stint managing small caps at Mercantile Mutual/ING Group + Why company visits are not a chore 19:34 - Why Paradice decided to go out on his own despite the knock backs 23:09 - The super funds that have supported Paradice IM + How the Paradice team's culture has evolved over time 27:17 - What company visits reveal to stock pickers and analysts + Why Paradice wants to take inspiration from Warren Buffett but not follow him 30:33 - Why Paradice respects businesses and funds who cap their returns + Is managing too much money a bad thing? 33:21 - Should portfolio managers be generalists or sector specialists? 36:12 - How Paradice and his team approached the 2008 GFC + how they make a decision on when and what to deploy cash into 42:39 - 'Part of the skill is sticking to the right stocks so that your performance doesn't get belted during the bad times' 44:40 - A good investment can be expensive - but if they grow at 30-40%, it's warranted 46:26 - Receiving the Order of Australia for philanthropic services 48:50 - How Paradice's selection of funds has grown over time + Why doing the work, even at the earliest hours, is what makes the difference  51:28 - Current market views: Trump, Musk, China, growth, commodities, themes 57:32 - Commodities, threats with AI, gold, bitcoin, silver 1:01:53 - Working with Geoff Wilson's Future Generation, supporting the Taronga Zoo Foundation, and other charitable pursuits 1:06:01 - Health, work and life balance, trust, love of polo, teamwork, the Queen To request a Euroz Hartleys team member to contact you or if you have some feedback on the podcast please click here   Please follow us and stay up to date with Euroz Hartleys on LinkedIn To be added to the podcast “new release” email distribution list please click here   Paradice Investment Management This material represents only the views of David Paradice and is not intended, and may not, represent the views of Paradice Investment Management Pty Ltd (ABN 64 090 148 619, AFSL No. 224158)(Paradice) or any of its investment teams. The information is of a general nature only and was current only at the time of initial discussion.  This material (or contribution to it) is not intended to constitute advertising or advice (including legal, tax or investment advice or security recommendation) of any kind. Where this includes reference to securities, Paradice may have a relevant interest in securities mentioned therein. Returns are not guaranteed by any person and reference to past performance is not an indicator of future performanc

Our special guest for this Ep is Jennifer Westacott AO and what a conversation it is – an inspiring story of one of Australia’s leading women. After growing up in public housing in a troubled family environment, Jennifer became (amongst lots more) Chief Executive of the Business Council of Australia for some 12 years, Non-Exec Director of Wesfarmers, Chair of Future Generation Global, the first female Chancellor of Western Sydney University, Board Member of energy company ATCO Australia and Co-Patron of Pride in Diversity. Over her journey Jennifer provides her first hand insights into the housing shortage in Australia, her views on Corporate Australia, meeting Donald Trump and when he was President and other international leaders, the role of the Private Sector and her views on WA as an economic power house of Australia including her take on policies making mining difficult. She discusses energy supply and her role with ATCO. She also provides her highly qualified perspective on Tertiary education and where it goes next, and the building of the new airport and city in Western Sydney (which she Chairs) which is a game changer for Australia. Jennifer was awarded a Centenary Medal and an Order of Australia. This really is an inspiring story with a national perspective.

For all those who love property and seek some insight into the property development sector and current property market - look no further. Our special guest for this brand new episode is Nathan Blackburne, the Managing Director of one of Australia’s leading property developers Cedar Woods Properties that was established way back in 1987. Nathan is a leader in his field. He comes from a family upbringing steeped in property history and his national journey to his current role, including 17 years in Melbourne and some 23 years with Cedar Woods provides some very valuable insights. Nathan shares his perspective on the opportunities but also the challenges of Australia’s property market. There are some such excellent takeaways. 

In this fantastic new episode of Euroz Hartleys Finding the Front we have a very special guest, Dr Nina Webster, the CEO & MD of clinical stage biopharmaceutical company Dimerix (ASX:DXB). Nina has more than 30 years experience in the pharmaceutical/biotechnology industry and has a wonderful story of starting out as a trainee lab technician to working hard, building her knowledge base through some serious education (including a PhD) and extending herself in her career roles, to becoming a leader of a company, Dimerix, that is working to improve the lives of patients globally with inflammatory diseases such as the fast growing and well known kidney disease. This is a fascinating insight into the nature of biotech companies, their growth path and their challenges. Nina speaks so well and reflects on her journey so far with many insights and takeaways on her experiences and the biotech industry as a whole.

In this episode we are very lucky to have a Managing Director and a leader in mining giant Rio Tinto, and a Non-Executive Director gold miner Northern Star, join the show. Marnie Finlayson is truly a leader in the field she loves – mining - and what a story this is! Her journey, from being just out of school doing the hard yards shovelling 12 hours a day under the crusher on the Sons of Gwalia mine to being the Managing Director of Rio’s Battery Materials business really is something. Moving around Australia as a metallurgist gaining experience across a range of commodities including iron ore, base metals, diamonds and coal is just the start. Overlay this with being General Manager for Port Maintenance for Rio Tinto Iron Ore, General Manager Operations for Dampier Salt and Serbia Country Head for Rio Tinto responsible for their Jadar deposit in Western Serbia provides some hugely valuable insights into building a career in mining, leadership, being part of a team, her challenges and the difficult decisions, and her deep insights across the mining sector including her global lithium views and understanding. Marnie speaks so well and provides an inspiring showcase for women in mining and makes for seriously compelling listening.

Our special guest for this Episode is Simon Lawson the MD of Spartan Resources. “Walking the path of opportunity”, “drilling like you are going to go out of business tomorrow, drill like you absolutely NEED to make that discovery” or “challenge the accepted” are narratives that apply to this fantastic story. Simon was born on the South Island of NZ, eventually achieved a Masters in Science majoring in Geology then carved out a career in the Mining industry of WA. His journey includes household names like Jubilee Mines, Silver Lake and Northern Star forming the fabric of why he is highly regarded as a hunter of gold and the way he approaches his leadership role today. This is a story that is driven by a passion and love of what he does for a living. Lots of takeaways for those who also love the Mining industry and being a part of it.

Our special guest on this episode is Brandon Munro, the Executive Chair and MD of listed Uranium development company, Bannerman Energy. Brandon is a corporate lawyer by profession who has built an entrepreneurial career that developed into a passion and leadership in the field of mining, in the country of Namibia in southern Africa, in the commodity of Uranium. Brandon was born in South Africa but moved to Australia when he was very young, his family background is fascinating when you see where he has ended up (eg. amongst other things Brandon co-authored the Namibian Mining Charter). Brandon has deep insights into the world of Uranium and Nuclear Power. We talk about the impacts of the Fukushima earthquake on the nuclear industry and the long journey back to the current standing and the future possibilities for Uranium. As a side note, Brandon was also the Captain of the Prague Cricket Club, leading them to a trifecta of trophies in the Czech/Eastern European League! A great conversation with many takeaways.

What an opportunity we have in this episode to have a captivating chat with veteran exploration and mining legend Dr Mark Bennett, the founding MD and CEO of huge success story Sirius Resources which was acquired by IGO for $1.8 billion dollars in 2015. Mark is now the Executive Chair of the follow on company from Sirius, S2 Resources. Mark has an enviable exploration track record of finding mineral deposits and building mines but what a background story he has. He grew up in Birmingham in the West Midlands region of England eventually arriving in Australia on the slight chance of a job in geology with Western Mining Corporation. Well the rest is history with Mark, amongst other things, making massive company making discoveries like the Thunderbox gold discovery and the Nova-Bollinger nickel copper deposit. In recognition of his amazing achievements Mark was twice awarded the prestigious AMEC Prospector of the Year in 2002 and then again over 10 years later in 2013 which says it all.

Our very special guest for this episode is a Lycopodium legend, an original founding member and Chair since inception until last year – 40 year mineral processing industry veteran - Mr Michael (Mick) Caratti. An electrical engineer that grew up in Wollongong in NSW who through a couple of sliding door decisions ended up in WA and became a key founding member of the team that has grown Lycopodium into the leading global integrated engineering, construction and asset management solutions provider success story it has become. This is truly a wonderful story told by an understated, highly regarded, absolute leader in his field.

For our last episode for 2023 our very special guest is Mr Robert Scott, the MD and CEO of one of Australia’s most well known and highly respected companies, the iconic Wesfarmers. Rob is a high achiever. An dual Olympian in rowing winning the silver medal in 1996 in the Atlanta games, a dedicated family man and only the eighth CEO in Wesfarmers 100 plus year history – need more be said.  This is a captivating broad ranging conversation with Rob offering so many detailed insights and takeaways.

What an absolute cracker of an episode we have today – Mr Anthony Kiernan AM, Non-Exec Chair of lithium powerhouse Pilbara Minerals and growing Leonora gold company Genesis Minerals. Tony is a highly respected and highly regarded, 35 year veteran in the management and operation of listed public companies and has many highlights from a wonderfully impressive career. These include over the years being Non-Exec Chair of BC Iron, Non-Exec Chair of Chalice Mining and Non-Exec Chair of Saracen Minerals. Tony provides some seriously fantastic insights into his career and his observations including the deal making with Saracen such as buying 50% of the Kalgoorlie Super Pit, the mighty lithium growth story - and the challenges - since he commenced as Chair of Pilbara Minerals in 2016, his views on the role of a Board and the Chair and the challenges of cost inflation and labour in the mining sector.  Tony’s firm belief in the importance of cash flow, dividends and his love of the mining sector and the people involved shines through. He was awarded a member of the Order of Australia for his significant service to business and the community which says it all.

This episode of Finding the Front is simply quite special. It is like a feature length movie and will no doubt provide you another person’s perspective. The takeaways are something else. Our guest is Malaysian born Mr Simon Lee AO, the recent former Chair and current Non-Exec. Dir. of ASX listed Emerald Resources. This is a story that covers humble beginnings, global business, leadership, immense WA gold mining success and extreme generosity. After embracing a fortunate opportunity to study in Perth and a globally diversified business career that followed, then starts a strong and treasured relationship with WA, the WA Gold Mining Industry and the people involved. The story just gets better and better. It includes his formative insights into gold company success stories Samantha, Equigold and Emerald Resources, and the people who have been close to him and played an integral part along the way. Simon’s largely unknown, enormously impactful philanthropic contributions have been wide ranging. Add to this his role in assisting politicians at both a federal and state level and establishing the WA Chinese Chamber of Commerce in the late 1980s you can understand why Simon was awarded an Officer of the Order of Australia (AO) for service to the development of Australian-Asia trade relations and to the Chinese community. Journeys like this do not come along often.

Our special guest for this brand new episode is Mr Nick Griffin, the founding partner & chief investment officer for highly regarded funds management business Munro Partners. Munro Partners was founded in 2016 as an investment manager with a core focus on global growth equities and has grown and grown having now some $4.5 billion dollars of funds under their management. Nick provides some fantastic insights into his background, how he commenced on a  20+ year pathway in funds management and his wider views on the exciting world of global investing including growth investing, what they look for and how they assess big structural changes and identify companies that will participate in these changes. The conversation includes the key characteristics that makes a great growth company, a thorough insight into an emerging structural change being that of artificial intelligence, and other areas they are considering including the current market conditions. There really are many fantastic takeaways from Nick’s well delivered insights.

Welcome to another brand new episode of Euroz Hartleys Finding the Front! With Euroz Hartleys being the Principal Partner for the upcoming Dowerin Machinery Field Days at the end of this month we thought it would be a fantastic opportunity to spend some time again, and get an update from, the CEO of the CBH Group, Mr Ben Macnamara. Ben was a guest on Finding the Front back in early 2022 when he had just been appointed to the role of CEO, a huge responsibility. That episode was very well received. Over the past 18 months CBH has experienced pressure packed back to back bumper record breaking crops which has required some serious thought and action on key infrastructure to handle such a massive volume of grain. Ben provides his insights into the last 18 months covering all the challenges and opportunities faced including infrastructure, truck and rail transport, port capacity, shipping, market pricing and fertiliser. He also delivers his insights into the CBH strategy on their pathway to 2033. For those who are involved in agriculture or love the land this is a must listen as it is a powerful insight  and a classic example of the incredibly important role agriculture, farmers and grain growers play in the success of this amazing state.

This episode we certainly have a special opportunity to spend some time with a veteran of some 50 years of the mining industry, someone who originated from the US and travelled out to WA, who has dedicated himself to geology, mineral processing and mining in the US, Canada and Australia and someone who backed himself in from the very start. He simply just loves the mining and resources industry. Our guest is none other than Charlie Bass. Charlie co-founded Eagle Mining in 1992. The company won both explorer of the year and then Developer of the Year at  the Diggers & Dealers before being subject to a hostile takeover in 1997. He then co-founded Aquila Resources in 2000 transitioning it from a gold explorer to iron ore and coal before it too was subject to a hostile $1.4 billion takeover in 2014 at the hands of a joint bid between Baosteel and ASX listed Aurizon. These days Charlie is still heavily involved in mining being the Managing Director of Eagle Mountain Mining, is active in philanthropy and, with his own hard earned money, is the founder and Chairman of the Centre of Entrepreneurial Research and Innovation, fostering a start-up culture to drive the future economy of WA. This story delivers some serious insights and understanding into life of a very successful and passionate mining entrepreneur and historic big WA deals.