Vantage Point: Driving Success in the Australian Market

Orbital’s CEO Stephen and CFO Mark join us to talk through how the business has repositioned itself over the past two years. They unpack Orbital's proprietary dual fuel injection technology, which allows its two-stroke engines to run cleanly on heavy fuel at altitude, something competitors coming from gasoline and hobby engines still struggle with, and why that translates into market-leading time...

Elsight (ASX: ELS) is the connectivity layer powering the world’s drones and unmanned systems, and the company’s transformation over the past 12 months has been one of the most compelling operational stories on the ASX. We sat down with Yoav Amitai, CEO of Elsight, who joined the company as an operations manager in 2017 and has since built it into a global defence technology business with a rapidl...

On the latest episode of Vantage Point Podcast, Nick Leitl joinsus to discuss the journey from fund manager to co-founder of LSN Capital Partners and what it takes to build and grow an investment business from the ground up. Drawing on more than two decades in markets, including 16 years managing money at K2 Asset Management, Nick reflects on launching a fund in a challenging environment, how LSN&...

Most businesses are using AI the same way; typing prompts into ChatGPT or Claude and hoping for the best. As business usage proliferates during the rush to harness AI, the question of who governs these models, and how, is becoming one of the most important problems the world must face. On the latest episode of Vantage Point Podcast, David joins us for a second time to update us on Decidr AI, an AI...

Multiple System Atrophy progresses faster than Parkinson's, attacks multiple systems at once, and takes an average of seven doctors before patients receive the correct diagnosis. There is currently no approved treatment. On this episode of Vantage Point Podcast, we sit down with David Stamler (CEO) and Daniel Claassen (CMO) of Alterity Therapeutics to discuss their drug candidate ATH434, phase...

In this episode we’re joined by Executive Chairman of Green360 (GT3:ASX), Aaron Banks. Cement is the second most consumed product on earth after water, and the industry generates roughly 8% of global emissions — the equivalent of the entire global car fleet. Yet the chemistry behind it hasn’t meaningfully changed in over 200 years. Green360 is changing that. Aaron acquired a Victorian production p...

In this episode of Vantage Point, we welcome back Nick Lissette, Founder and CEO of Blackpearl, a company operating at the forefront of the Agentic AI shift. Blackpearl is a market-leading data technology company powering next-generation sales and marketing across the US, with its platform delivering 114% year-on-year ARR growth as of last quarter. Nick walks us through how he built the business a...

EMVision co-founder and CEO Scott Kirkland joins the show to explain how their groundbreaking portable brain scanner aims to do for stroke what the ECG did for heart attacks, bringing fast, accurate point-of-care diagnosis to the ambulance and to the bedside.   Scott breaks down the persistent inefficiencies in stroke care today, the race against time, the FDA De Novo pathway, and EMVision’s radio...

In this episode of Vantage Point, we’re joined by Leo Barry, Portfolio Manager at Fairview Equity Partners, one of Australia’s longest-standing small cap funds, with nearly 19 years of operation and top quartile returns across most periods. Leo’s path into funds management was anything but conventional. After a 15-year AFL career with the Sydney Swans, he began with unpaid work experience on the e...

In this episode, we welcome Chris Judd back to Vantage Point — and a lot has changed since we last spoke. Cerutty Macro Fund has delivered annualised returns of close to 25% since inception in June 2023, built on a macro-thematic framework that prioritises secular tailwinds, liquidity awareness, and elite management teams over style-box convention. We dive into how Cerutty navigates shifting marke...

Laserbond might be one of Australia’s best-kept industrial secrets. In this episode, we sit down with CEO Rob Freeman to unpack how a 30-year-old surface engineering business is evolving into a globally scalable technology company. From extending the life of mining and industrial equipment to building proprietary laser tech and coatings, Laserbond is solving real-world problems that save customers...

In this episode of Vantage Point, we’re joined by Saluda Medical CEO Barry Regan for an insightful discussion around one of the ASX’s most compelling medtech growth stories.   Drawing on more than three decades across medtech, biotech and pharma, Barry reflects on the experiences that shaped his career and what drew him to Saluda. We explore how the company’s Evoke® system is transforming the spin...

In this episode, we sit down with Sam Watson, managing director of Bioxyne (BXN:ASX), to unpack how the company is positioning itself at the intersection of medicinal cannabis, psychedelics, and precision medicine.   We dive into the regulatory landscape across the UK and Australia, breaking down how prescribing works and why navigating compliance is critical to success. A key focus is GMP certifi...

Most biotech stories are about risks and setbacks, but this one is built on resilience, innovation, and a long-term vision to change healthcare. Will and Ali share how they’ve strategically blended a platform approach, lean operations, and disruptive technology to accelerate growth — all while navigating clinical milestones and regulatory hurdles. Discover how a $50 million deal could fast-track d...

In this in-depth interview, Glenn discusses Hazer's innovative technology for converting methane emissions into hydrogen and graphite, its market potential, strategic partnerships, and future growth plans. Discover how Hazer aims to revolutionise decarbonisation and capitalise on the massive global demand for clean hydrogen and steelmaking solutions. Key topics Hazer's proprietary technolo...

The conversation explores the evolution of Solvar, a lending company, its strategies in the non-bank lending market, financial performance, customer care, and future outlook. The discussion highlights the importance of adapting to market changes, focusing on customer relationships, and maintaining shareholder value through dividends and strategic growth. Takeaways Solvar has evolved significantly...

Summary In this episode of Vantage Point, Hugh Robertson from Morgan's shares insights into the evolving landscape of stockbroking, the importance of finding undervalued small-cap companies, and the value of long-term client relationships. He discusses the challenges faced by small companies, the role of directors in public companies, and provides an outlook for 2026, highlighting emerging opp...

In this episode, we sit down with the CEO of Wagner's Cameron Coleman to unpack one of Australia’s most distinctive industrial stories. From humble beginnings as a Toowoomba-based trucking operation in the late 1980s to a vertically integrated, ASX-listed construction materials and composites group, Wagners’ journey is deeply tied to Queensland’s growth and global infrastructure trends. We sta...

In this episode, we sit down with Joe Bartolo, Founder and Group Managing Director of Symal Group, to unpack one of Australia’s most compelling founder-led infrastructure stories. Joe shares his journey from starting a small landscaping and driveway business in 2001 to leading a vertically integrated, ASX-listed infrastructure services group generating around $1 billion in annual revenue and emplo...

Fresh off a $150 million IPO, Advanced Energy Holdings (AIH) CEO Andrew Beneon joins us to unpack the company’s maiden FY25 results and the material-science platform driving its global scale. AIH develops, engineers and manufactures mission-critical products that protect some of the world’s most valuable energy infrastructure across hazardous and highly regulated environments. In this episode, And...

IkeGPS CEO Glenn Milnes joins us to unpack one of the most compelling growth stories on the ASX. ikeGPS is redefining how utilities, telcos and engineering firms digitise, design and maintain overhead networks — at a time when the U.S. is undertaking the largest grid hardening and fibre build-out in its history. Glenn discusses the company’s evolution from hardware to a software-led “pole OS,” the...

In this episode of Vantage Point, we sit down with Nick Lissette , CEO of Black Pearl Group , the AI-driven data technology company listed on the NZX and preparing for an ASX debut later this month. Nick walks us through a strong recent quarterly update, the company’s $15 million capital raise , and how Black Pearl’s Pearl Engine is helping SMEs accelerate sales and marketing through smarter data....

In this episode of Vantage Point, we’re joined by Peter De Leo, Managing Director and CEO of Lycopodium Limited (ASX: LYL) — a leading global engineering and project delivery organisation with an established track record across the resources, infrastructure and industrial processes industries.   Peter discusses how Lycopodium continues to deliver strong performance through disciplined project exec...

Hashan De Silva, Founder and Managing Partner of new specialist healthcare fund KP Rx, speaks to Vantage Point about how his investment process has an edge in the life sciences sector, why now is the right time to invest, and the diverse experience he brings to to funds management

Chris Oates recently took on the role of managing director of Duratec, a company he co-founded in 2010. In this episode of Vantage Point, Chris talks about what the business was initially at its core and how this has developed over time, as well as how a strong culture has been an integral part of the business’s success and some of the key drivers going forward.