Podcast
ASX BRIEFS
Hosted by Andrew Musgrave · EN
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.
14episodes
Episodes
Newest firstAll episodes
4DMEDICAL LTD (4DX) - Reinventing Lung Imaging
2w ago00:15:27Tap to summarizeSend us Fan MailA lung scan can do more than show a shadow on an image. We sit down with Dr Andreas Fouras, MD, CEO and founder of 4DMedical, to talk about the shift from “how the lung looks” to “how the lung works” and why functional lung imaging is becoming a commercial reality across Australia, Europe and the United States.We dig into the binding agreement to acquire Austria’s contextflow and why an established Vienna-based team with existing insurance reimbursement contracts in Germany can beat a slow greenfield build. Andreas explains the uncomfortable truth in medtech: FDA clearance and CE marking open doors, but reimbursement is what builds a durable business. We also explore how adding AI lung cancer screening and workflow tools complements CT:VQ™ and CT:VQ™ , creating a fuller clinical pathway from screening through to functional assessment and procedure planning.Closer to home, we cover the TGA approval and ARTG inclusion for CT:VQ™ and why Australia’s high CT scanner density makes a software-only, non-contrast solution so compelling. From there we head to the US, looking at adoption at leading sites and the commercial meaning of the SimonMed Imaging agreement across 170 outpatient centres, including the value of health economics data for payer conversations. If you want a clear view of what to watch through 2026, we outline the practical metrics that matter: site wins, network progress and the scan volumes that drive SaaS revenue. Subscribe, share the episode with a mate, and leave a review to help more listeners find ASX Briefs.
Transcribe →ANTEOTECH LTD (ADO) - AnteoTech’s Two-Track Chemistry
2w ago00:19:43Tap to summarizeSend us Fan MailSix times lower capture antibody usage and faster activation sounds like a marketing claim until you unpack what it does to cost, workflow, and test performance. We sit down with Merrill Gray, Managing Director and CEO of AnteoTech Limited (ASX: ADO), to explain how AnteoTech’s chemical and materials science platform improves molecule-to-surface bonding and why that matters in modern immunoassays and precision diagnostics.We walk through AnteoTech’s move into CLIA diagnostics, including the successful completion of an initial stage in a collaborative CLIA development program with a large global life sciences company and the next stage already agreed. Merrill breaks down the practical value of superior antibody orientation on magnetic beads, and why reproducibility and sensitivity are the difference between a promising chemistry and a deployable in vitro diagnostics solution. We also discuss the upcoming ADLM 2026 launch of a ready-to-use CLIA kit that bundles magnetic beads, AnteoBind™ NXT , and optimised activation protocols, plus what “moving up the value chain” looks like when your customers range from vaccine R&D teams to pathology and research labs.Then we pivot to advanced battery technology, where the same platform shows up as performance additives and materials choices that target real manufacturing constraints. You’ll hear how Anteo C progressed from 100 mL lab work to a 20-litre sample shipped for manufacturing scale trials in South Korea, why primer coatings on copper foil and aluminium foil matter for electrode performance, and how separator integrity links to safety and thermal runaway risk. We close on what to watch over the next six months, including regional go-to-market choices and progress on Ultranode™ high-silicon anode work aimed at high-power battery packs. If you find value here, subscribe, share the episode, and leave a review so more investors and builders can discover it.
Transcribe →IMUNEXUS THERAPEUTICS LTD - How Imunexus Builds Next-Gen Antibody Medicines
2w ago00:22:58Tap to summarizeSend us Fan MailWe’re joined by Philippa Lewis, Chair and CEO of Imunexus Therapeutics, to break down a protein engineering platform that aims to “turbocharge” existing biologics like monoclonal antibodies, enzyme therapies, and even cell therapies. The idea is modular: attach small human protein components that can add new targeting, adjust immune activity, extend half-life, or enable multi-pathway action, while keeping the parent drug’s core function and manufacturability intact. For anyone tracking biotech innovation and the ASX biotech IPO pipeline, this is a clear look at how platform companies try to build repeatable value.We also get into the business case hiding in plain sight: more than 100 FDA-approved monoclonal antibody drugs exist, and many are now off-patent. Imunexus argues that enhancing validated medicines can deliver differentiated next-generation biologics plus new intellectual property, giving pharma a way to refresh valuable assets as biosimilar competition grows. We talk partnering and licensing dynamics, why early preclinical deals can be meaningful, and what “capital-efficient” development looks like when you’re designing trials to generate fast, decision-grade data.On the science side, the focus lands on IMX39 for multiple sclerosis, a market measured in the tens of billions of US dollars. Beyond relapse control, the discussion centres on progression, remyelination, and the possibility of repairing nerve damage, supported by preclinical results and a planned path to first-in-human studies in Australia under the TGA. We then zoom out to the wider pipeline, including IMX101 for small cell lung cancer, IMX113 for Gaucher disease with half-life extension, and a regenerative medicine angle for stem cell therapy enhancement.If you found this useful, subscribe to ASX Briefs, share the episode with a mate who follows biotech, and leave a review with the one question you want answered next.
Transcribe →EVERGOLD MINERALS LTD (EG1) - How Evergold Is Rewriting The Mount Monger Story
4w ago00:09:25Tap to summarizeSend us Fan MailA single drill intercept can change the whole story, especially when it challenges the idea that a deposit should “pinch out” with depth. We’re joined by Tim Fraser, General Manager at Evergold Minerals Limited, to break down what’s happening at the Mount Monger gold project in Western Australia and why the latest result at Duchess of York (22 metres at 1.8 g/t gold) is such a meaningful confidence boost for the geological model and the next phase of drilling.We talk through how Evergold’s understanding of Mount Monga has evolved after a full quarter of gravity surveys, soil geochemistry, and mapping. Tim explains why the team is now thinking beyond shallow resource potential, and how modern datasets like 3D gravity and drone magnetics can reveal a larger mineralised system hiding in plain sight. If you’re interested in ASX gold exploration, targeting strategy, and how technical work translates into investor catalysts, this is a clear look at the decision-making behind the scenes.The conversation goes deeper on the Gladiator prospect and the sanukitoid intrusion model, described simply as the engine, the plumbing, and the trap. We unpack what that means in the field, why coincident soil anomalies and gravity features matter, and what the upcoming aircore drilling is designed to prove. We also cover Evergold’s growing Leonora Goldfields footprint, including the Randwick Tenements, and how the company is thinking about funding, discipline, and sequencing exploration alongside longer-term development goals like Craig’s Rest.Subscribe to ASX Briefs, share this with a mate who follows WA gold, and leave a review if you want more straight-talking updates on drilling results, discovery models, and what to watch next.
Transcribe →AML3D LTD (AL3) - Additive Manufacturing Is Moving From Prototype To Submarines
Jul 600:06:48Tap to summarizeSend us Fan MailA defence supply chain crunch is forcing a rethink: what if you could manufacture certified metal parts closer to the shipyard, the depot, or even the operational edge, instead of waiting on long, fragile supplier queues? We sit down with Sean Ebert, CEO of AML3D Limited, to unpack how large-scale additive manufacturing and 3D metal printing are being put to work right now, not as a prototype, but as an operational capability.We explore what AML3D actually does, from combining arc welding, metallurgical science, and software to produce industrial grade parts using wire feedstock, through to why open-air, large-format printing can matter for defence, aerospace, and oil and gas. Sean explains the significance of ARCEMY® systems becoming operational at Newport News Shipbuilding, one of the biggest players in US naval construction, and what it means to be embedded in a vessel’s supply chain over its life. We also talk about the promise of faster delivery, including the claim of parts produced up to 75% faster than traditional manufacturing, and where that speed genuinely changes outcomes.From there we get practical about scaling: doubling the Ohio facility, expanding production capacity, and balancing system builds with parts manufacturing. We also dig into one of the most compelling “point of need” stories, a fully containerised ARCEMY® system built into a 20-foot shipping container at the US Navy Additive Manufacturing Center of Excellence in Danville with Austal USA, plus the real-world constraints like post-print machining and non-destructive testing.If AUKUS and advanced manufacturing are on your radar, you’ll hear why AML3D sees itself positioned across Australia, the UK, and the US for both new build and sustainment work. Subscribe for more ASX-focused interviews, share this with a mate who follows defence tech, and leave a review with your biggest question about additive manufacturing.
Transcribe →ALTERITY THERAPEUTICS LTD (ATH) - ATH434 And The Race To Treat MSA
Jul 100:19:30Tap to summarizeSend us Fan MailMSA is rare, relentless, and too often diagnosed only after the most obvious neurological symptoms arrive. We’re joined by David Stamler, Managing Director and CEO of Alterity Therapeutics, to explain what multiple system atrophy can look like from the first vague signs through to rapid loss of mobility, and why symptomatic treatments leave such a large unmet need. We talk through the phase two signal for ATH434, including what “48% slowing” on the MSA rating scale could translate to in everyday life, from walking and balance to tasks like dressing and eating, plus the importance of swallowing outcomes and orthostatic hypotension symptoms. David also shares how ATH434 is designed to work as an iron chaperone, why iron biology matters in neurodegenerative disease, and how new endpoints like digital biomarkers can track real-world walking with wearable sensors. A major focus is the regulatory path: Alterity’s alignment with the US FDA at the end of phase two meeting, why it de-risks the program, and what the agreed phase three clinical trial design looks like. We cover the practical steps still required before first patient enrolment, the expected timeline to results, what larger partners look for in a program like this, and how manufacturing and patent strategy support longer-term value. If you care about biotech, clinical trials, and the hunt for disease-modifying treatments in neurodegeneration, listen now and share this with someone following MSA research. Subscribe, leave a review, and tell us what question you want answered next.
Transcribe →CALIX LTD (CXL) - How Calix Heats Heavy Industry Without The Emissions
Jun 3000:17:52Tap to summarizeSend us Fan MailCement and steel making doesn't just burn fuel, CO₂ is also released as part of the process. That’s why industrial decarbonisation is so hard, and why a “just electrify it” slogan falls short once you get into kilns, furnaces, and process emissions. We’re joined by Phil Hodgson, Managing Director and CEO of Calix Limited, to break down an Australian-developed platform technology designed to change the way heavy industry heats and processes materials.We talk through Calix’s core technology: an externally heated steel tube kiln that keeps combustion and process gases separate. For cement and lime, that matters because limestone is nearly half CO₂ by weight. By preventing gases from mixing, Leilac Technology can deliver a relatively pure CO₂ stream, making carbon capture simpler and helping chart a path to low emissions cement. Phil also explains why hybrid heating is central to commercial adoption, switching between renewable electricity, conventional fuels, or waste fuels to stay cost-effective even where carbon pricing and policy support are not available.From there we dig into real-world strategy: the restructure of the PLS lithium midstream joint venture toward a capital-light licensing model, the major joint development agreement with Adani Group’s Ambuja Cements, and what India’s rapid cement expansion could unlock across Asia. We also look beyond cement to green iron and steel using hydrogen (Zesty), alumina progress with Norsk Hydro, and how Calix’s magnesia water treatment business helps fund broader growth.If you care about climate technology, clean industry, carbon capture, electrified kilns, and how ASX-listed innovators try to scale in tough markets, this conversation is for you. Subscribe to ASX Briefs, share the episode with a mate in resources or climate, and leave a review with your biggest takeaway.
Transcribe →CLEANSPACE HOLDINGS LTD (CSX) - A Smarter PAPR For Real Work
Jun 2500:10:12Tap to summarizeSend us Fan MailSilica dust does not care about good intentions, and neither do regulators. We sit down with Gabrielle O’Carroll, CEO of Sydney-based CleanSpace Holdings Ltd, to unpack how respiratory protection is evolving as workplaces face tighter exposure limits, stronger enforcement, and rising expectations across mining, construction, quarrying and manufacturing.We start with the core problem: workers are exposed to hazardous airborne particles every day, yet traditional protection can be uncomfortable, awkward, and inconsistent in real-world use. Gabrielle explains why CleanSpace designs powered air purifying respirators (PAPR) that people actually want to wear, and how better comfort and fit can lift compliance and improve health outcomes over time. We also talk about the regulatory tailwinds in Australia, Europe and North America, including the impact of respirable crystalline silica limits and the public attention sparked by Australia’s engineered stone ban.Then we get specific on CleanSpace Agile, described as the world’s first loose fitting PAPR with patented AirSensit® technology that senses breathing demand and adjusts airflow in real time. We explore why the form factor matters, how ditching hoods, belts and hoses can change day-to-day usability, and why loose fitting protection helps employers manage fit testing burdens and clean-shaven policies. Finally, we dig into EN 12941 certification for Europe, the fast follow ANZ certification, the distribution ramp, the R&D roadmap, and what milestones may signal commercial traction into FY27.If you care about workplace safety tech, industrial PPE, or ASX-listed growth stories, listen now, then subscribe, share the episode with a mate, and leave a review so more people can find ASX Briefs.
Transcribe →INTELLIGENT MONITORING GROUP LTD (IMB) - How IMG Is Building A One-Stop Security Partner Across Australia And New Zealand
Jun 1700:17:11Tap to summarizeSend us Fan MailA security monitoring business doesn’t grow a $63.2m secured installation pipeline by accident, so we sat down with Dennison Hambling, Managing Director of Intelligent Monitoring Group (IMG), to understand what’s really driving the momentum. We talk candidly about why large enterprises across Australia and New Zealand are increasingly choosing a single national provider for electronic security, fire protection, and monitoring, and how IMG is rebuilding that “one trusted partner” position as the industry stays highly fragmented.We dig into the numbers behind the story, including operating cash flow and what Dennison calls improving earnings quality, plus the seasonality that can make quarter-to-quarter comparisons tricky. Dennison also shares how the company’s balance sheet journey and legacy tax losses influence capital allocation, and why he wants dividends to be sustainable when they arrive, not just symbolic.A big segment focuses on the completed acquisition of Blue Sky Hold Co, including Wormald New Zealand (Tyco NZ) and Red Wolf Security. We unpack what these businesses do, how they strengthen IMG’s New Zealand footprint to more than 500 people across 12 locations, and why national coverage matters when serving government and large multi-site customers. We also explore why prior alignment within the Johnson Controls ecosystem can reduce integration risk and simplify the transition.Then we zoom out to the technology shift: Video Guard and AI-powered video monitoring. Dennison explains how “threat assessment” changes the old alarm response model, why New Zealand is earlier in adoption than Australia, and how monitored video can expand the addressable market by competing with guarding and patrols while making real security more affordable.If you care about security industry trends, ASX growth stories, or the practical realities of scaling a services business across Australasia, hit play now. Subscribe, share the episode with a mate, and leave a review so more people can find the show.
Transcribe →AIRTASKER LTD (ART) - Inside Airtasker’s Q3 Growth And The New Membership Play
May 2600:10:35Tap to summarizeSend us Fan MailA marketplace can tell you more about the economy than a headline number, especially when thousands of everyday jobs are priced in real time. We sit down with Tim Fung to break down Airtasker’s Q3 performance and what’s really driving momentum in Australia: rising job volumes, strong completion rates, and an uplift in average task prices that reflects both demand and the cost-of-living squeeze pushing more people to earn on-platform. We also talk candidly about what’s next as consumer sentiment darkens and interest rate settings start to bite.From there, we zoom out to the brand battle. Airtasker’s focus is simple: when a roof leaks, a tap drips, or IKEA furniture needs assembling, we want Airtasker to be the first name people think of. We unpack the strategic media partnership with Nine Entertainment and how it complements other channels to lift unprompted brand awareness, while also using the balance sheet in a disciplined way through delayed settlement structures.Internationally, the story splits in two. The UK approaches a scale point where the marketplace can become cash generative quickly with low fixed costs, while the US remains in build mode, investing to strengthen network effects. We also cover the newer membership product, designed to lift frequency and create sticky recurring revenue through an annual fee and added credits. If you care about the gig economy, marketplace growth, ASX tech, and how pricing power shows up in the real world, this one is packed with signal. Subscribe, share it with a mate, and leave a review so more people can find the show.
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