Andrew Musgrave
ASX BRIEFS
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...
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Episodes
PIVOTAL METALS LTD (PVT) - Building A Dual-Track Copper Story In Quebec 08.04.2026 11:57
Send us Fan Mail A copper story can sound simple until you ask the hard questions: can it be built, can it be funded without brutal dilution, and is there genuine upside left to find? We’re joined by Ivan Fairhall, Managing Director of Pivotal Metals Limited, to walk through how the company is tackling those questions with a dual-track strategy in Quebec, one of the world’s most supportive mining...
RENT.COM.AU LTD (RNT) - What If Paying Rent Worked For Renters Too 07.04.2026 5:33
Send us Fan Mail Paying rent should be simple, but for millions of Australians it is anything but. Bonds can demand weeks of rent upfront, payment options are often rigid, and renters are left stitching together workarounds just to secure a home and stay on top of weekly costs. We sit down with Jan Ferreira, CEO of Rent.com.au Limited, to unpack how a renter-focused fintech platform can reduce tha...
ABX GROUP LTD (ABX) - Heavy Rare Earth Breakthrough 24.03.2026 11:12
Send us Fan Mail Heavy rare earths sit at the centre of magnets, electrification, and the modern supply chain, but getting to a product customers will actually buy is the hard part. We’re joined again by Dr Mark Cooksey, Managing Director and CEO of ABx Group Limited, to hear what’s changed since our last chat and why ABx believes its Tasmanian Deep Leads project is moving into a more serious deve...
FORTUNA METALS LTD (FUN) - The Mkanda Rutile Discovery Next To A Global Giant 18.03.2026 8:11
Send us Fan Mail Titanium sits inside some of the most important machines on the planet, yet supply chains are tightening and governments are treating critical minerals like strategy, not just commodities. That’s why we wanted to talk with Tom Langley, CEO of Fortuna Metals Limited, about what the company is uncovering in Malawi, an emerging rutile and graphite province that sits right beside Sove...
PROMINENCE ENERGY LTD (PRM) - How Natural Hydrogen And Helium Could Power Industry And Lower Emissions 11.03.2026 14:26
Send us Fan Mail Ancient rocks may hold a faster, cheaper path to low‑carbon energy. We sit down with Dr Krista Davies, Managing Director of Prominence Energy, to unpack how the Gawler Craton’s hot granites, iron‑rich rocks, and deep crustal faults create multiple natural hydrogen “play types” across a massive 64,000 km² land position in South Australia. Krista brings three decades in oil and gas...
BIOXYNE LIMITED (BXN) - How GMP MDMA And Psilocybin Are Reshaping Access For Treatment‑Resistant Patients 10.03.2026 9:49
Send us Fan Mail A 149% revenue surge, first‑to‑market GMP MDMA in Australia, and a plan to scale faster than demand—Sam Watson, CEO of Bioxyne, joins us to unpack how a focused manufacturer turns emerging therapeutics into real‑world access. We dig into the mechanics behind record growth, the patient need driving MDMA and psilocybin uptake, and why replicable GMP capacity across Australia, the UK...
AUSTRALIAN FINANCE GROUP LTD (AFG) - How AFG Turns Scale Into Sustainable Profit And Choice For Borrowers 09.03.2026 10:17
Send us Fan Mail When 77% of mortgages are written by brokers, the real power sits with the platform that connects lenders and customers. We sit down with David Bailey, CEO of Australian Finance Group, to unpack how AFG’s scale, data, and funding strategy power the broker-led mortgage market while delivering record results and resilient margins. David explains AFG’s role as infrastructure for more...
LOCKSLEY RESOURCES LTD (LKY) - How High-Grade Antimony Could Reshape America’s Critical Minerals Supply Chain 05.03.2026 10:30
Send us Fan Mail A small mineral with outsized impact takes centre stage as we explore how high-grade antimony, refined onshore, can reshape America’s critical minerals backbone. We sit down with Kerrie Matthews, Managing Director and CEO of Locksley Resources, to chart a clear path from drill bit to product: rigorous structural mapping, a data-driven maiden drill program at the Desert Antimony Mi...
CARNEGIE CLEAN ENERGY LTD (CCE) - From Basque Waves To Defence Grids: The Rise Of Intelligent Ocean Energy 03.03.2026 21:29
Send us Fan Mail Waves don’t just crash; they carry steady, reliable energy that can help power the grid. We sit down with Jonathan Fievez, CEO of Carnegie Clean Energy, to explore how CETO—a submerged, three‑belt buoy system—captures that motion and turns it into electricity. Jonathan walks us through the upcoming Phase 3 EuropeWave deployment at the Biscay Marine Energy Platform in the Basque Co...
X2M CONNECT LTD (X2M) - Scaling Smart Utilities With AI 03.03.2026 13:13
Send us Fan Mail What if the backbone of smarter cities isn’t a shiny app, but a quiet layer that connects every meter, sensor and inverter into one brain? We sit down with X2M Connect CEO Mohan Jesudason to unpack how a device‑agnostic platform gathers data at scale, feeds AI, and then reaches back to control critical infrastructure without human intervention. From leak detection and automated bi...
PIONEER CREDIT LTD (PNC) - Ethical Debt Recovery, Real Results 26.02.2026 11:56
Send us Fan Mail Debt recovery rarely gets framed as a story of dignity, data, and disciplined growth—until you hear how Keith John runs Pioneer Credit. We sit down with the Managing Director to unpack a model that buys non‑performing loans from Australia’s big four banks, restores customer health through sustainable repayment plans, and turns empathy into durable cashflows. Keith explains why ban...
ALCHEMY RESOURCES LTD (ALY) - From Goldfields To Cobar: How Alchemy Resources Is Advancing Gold, Lithium, And Iron Ore 19.02.2026 10:41
Send us Fan Mail A sprawling land package is only as valuable as the strategy behind it—and that’s where this conversation with James Wilson, CEO of Alchemy Resources, gets exciting. We dig into a data-led approach that targets big growth levers across WA and NSW: a standout 750-metre IP anomaly at Yellow Mountain, funded lithium drilling at Roe Hills beside the Manna project, and a de-risked iron...
FRONTIER ENERGY LTD (FHE) - Building Certainty Where The Grid Is Weakest 12.02.2026 12:44
Send us Fan Mail WA’s grid is changing faster than most realise, and the evening peak is where the challenge bites. We sit down with Frontier Energy CEO Adam Kiley to explore how the Waroona Renewable Energy Project—120 MW of solar paired with a 6.9‑hour, 81.5 MW battery—aims to serve the 4 pm to 10 pm window that coal and gas used to cover. With a prime location only 500 metres from the Landwehr...
INVION LTD (IVX) - From Lab To Clinic: How Invion’s Light-Activated Therapy Targets Cancer And Infections 12.02.2026 11:47
Send us Fan Mail What if a beam of light could turn the tide against stubborn tumours and even wake the immune system? We sit down with Professor Thian Chew, Executive Chair and CEO of Invion Limited, to unpack how their photodynamic therapy zeroes in on cancer cells, stays inert until activated by a specific wavelength, and then triggers targeted oxidation that spares healthy tissue. The kicker:...
EVE HEALTH GROUP LTD (EVE) - Rethinking Drug Delivery To Unlock Access, Adherence, And Global Growth 10.02.2026 12:50
Send us Fan Mail A stubborn truth in healthcare is that the right treatment can still be the wrong format. We sit down with Damien Wood, CEO of EVE Health Group, to unpack how rethinking delivery—gummies for period pain and rapid oral films for ED—can remove friction, speed relief, and improve adherence across everyday conditions that carry massive personal and economic costs. We start with Dyspro...
EQUUS ENERGY LTD (EQU) - From Listing To Landmark Deal: How Equus Plans To Power WA And Asia 05.02.2026 10:08
Send us Fan Mail A newly listed small cap with a giant resource, a blue-chip funding partner, and a market hungry for reliable gas—this conversation with Equus Energy’s Will Barker gets right to the heart of how strategic timing can transform a project into a regional anchor. We unpack the Equus Gas Project on Western Australia’s Northwest Shelf, a mature, independently certified 2C contingent res...
PACIFIC EDGE LTD (PEB) - How Pacific Edge Is Rewriting Bladder Cancer Diagnostics With Cxbladder And Triage Plus 20.01.2026 15:47
Send us Fan Mail A pee-in-a-cup that can change urology care might sound too simple, but that’s exactly the point. We sit down with Dr Peter Meintjes, CEO of Pacific Edge, to explore how Cxbladder turns a urine sample into decisive signals that help rule out bladder cancer, reduce invasive cystoscopies, and save health systems money without cutting corners on accuracy. We walk through how the test...
ABX GROUP LTD (ABX) - Heavy Rare Earths, Clean Fluorine, Near-Term Bauxite 22.12.2025 9:17
Send us Fan Mail Critical minerals move fast when geology, chemistry and execution align. We sit down with Dr Mark Cooksey, Managing Director and CEO of ABx Group, to unpack how the company plans to bring heavy rare earths and clean fluorine chemicals to market while capturing value from proven bauxite assets. First, we break down why ABx’s Tasmanian ionic clay resource matters: cleaner leaching,...
CHIMERIC THERAPEUTICS LTD (CHM) - Cancer Cell Therapy Breakthroughs 04.12.2025 8:24
Send us Fan Mail A tiny dose that holds cancer at bay for a year, scans that turn solid tumours into “donuts,” and a bold trial where patients receive cell therapy before chemo—this conversation with Dr Rebecca McQualter, CEO of Chimeric Therapeutics, is packed with data and real-world impact. We dig into the CHM CDH17 CAR T program as it clears dose level two with clean safety and early signs of...
ZOONO GROUP LTD (ZNO) - How A Dry-Active Antimicrobial Turned Food Trays Into Profit Machines 02.12.2025 12:18
Send us Fan Mail A boom, a backlash, and a pivot with teeth—this conversation traces how Zoono Group turned a pandemic-era hygiene surge into a durable, data-backed strategy to cut food waste and boost supermarket margins. We unpack the science behind a dry-active antimicrobial coating that bonds to packaging, survives heat and storage, and delivers a mechanical kill through cell disruption. The r...
SPARC TECHNOLOGIES LTD (SPN) - How Graphene Additives And Novel Hydrogen Tech Could Shift Heavy Industry 20.11.2025 10:22
Send us Fan Mail Corrosion, costs, and clean energy collide as we sit down with Nick O’Loughlin, Managing Director of Sparc Technologies, to unpack a focused plan for real-world impact. We trace how a graphene-based additive called ecosparc® aims to make protective coatings tougher for critical steel assets, and why a pilot plant north of Adelaide could change the economics of green hydrogen by us...
BCAL DIAGNOSTICS LTD (BDX) - A Partnership Aiming To Save Lives By Catching Cancer Earlier Through Accessible Blood Testing 18.11.2025 9:59
Send us Fan Mail A quiet revolution is happening in cancer screening: a simple blood draw is starting to find what used to hide in plain sight. We sit down with Shane Ryan, CEO of BCAL Diagnostics, to unpack how a Sydney-built breast cancer test is scaling nationwide and why a new exclusive partnership with ClearNote Health could change the game for ovarian and pancreatic detection across Australi...
WIN METALS LTD (WIN) - From Nickel To High-Grade Gold: Inside Win Metals’ Turnaround Strategy 17.11.2025 10:33
Send us Fan Mail A near-forgotten gold mine with a modern decline, bought for under a million dollars, and already delivering drill grades that beat expectations—that’s the kind of edge we love to unpack. Steve Norregaard, Managing Director of WIN Metals, joins us to share how the team pivoted from nickel exploration to a high-grade gold strategy built around speed, grade, and smart capital use. W...
AEROMETREX LIMITED (AMX) - Mapping Australia’s Future 13.11.2025 8:32
Send us Fan Mail The map is changing faster than most businesses can. We sit down with Aerometrex CEO Robert Veitch to unpack how a leaner operating model, smarter products, and disciplined sales are turning a complex geospatial portfolio into a growth engine with real operating leverage. Robert breaks down the three pillars: MetroMap, a high‑resolution aerial imagery subscription updated up to si...
IONDRIVE LTD (ION) - From Batteries To Beyond: How DES Technology Scales Recycling 09.11.2025 12:22
Send us Fan Mail A quieter revolution is unfolding inside battery recycling: selective chemistry that finally makes economic and environmental sense. We sit down with Dr Ebbe Dommisse, CEO of Iondrive, to explore how deep eutectic solvents enable clean, closed-loop recovery of critical minerals from battery black mass, e-waste, magnets, and end-of-life solar panels—and why that unlocks real scale....
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