ASX BRIEFS

Hosted by Andrew Musgrave

Business Investing

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Episodes

240

Latest episode

Aug 2026

Language

EN-AU

About the show

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.

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60 recent

August 20, 202613 min

BLACK CANYON LTD (BCA) - A High-Grade Manganese Seam Is Taking Shape In Western Australia

Send us Fan Mail A manganese discovery that drills like a seam, sits near surface, and may produce a saleable concentrate with simple separation is the kind of story that can move fast on the ASX. We’re joined by Brendan Cummins, Managing Director of Black Canyon Limited, to break down what’s emerging at Wandanya in the Pilbara region of Western Australia and why the market is paying attention to this high-grade manganese and iron ore pairing. We talk through the drilling campaign and what a near-90% hit rate suggests about continuity, thickness, and mining confidence, plus what the next RC program is trying to prove on the northern and southern extensions. Brendan also explains the thinking behind a large gravity survey designed to look deeper, asking the bigger geological question: where did the manganese-rich fluids come from, and could there be a second concealed system below what’s already been found? On the processing and product side, we dig into metallurgy results, including density-based separation producing manganese oxide concentrates above 40% Mn with strong recoveries, and why that matters for capex and operating costs. We also unpack iron ore test work pointing to a durable lump product and the commercial meaning of “direct ship ore”, where simpler crushing and screening can translate into a cleaner development pathway. We finish with the roadmap: the maiden mineral resource estimate, scoping study inputs, funding runway, and the catalysts investors should watch across the next 12 months. If you want more clear, jargon-free updates on Australian mining, exploration and development, subscribe, share this episode, and leave us a review.

August 17, 202621 min

HAZER GROUP LTD (HZR) - The Hazer Process Shows How Decarbonisation Can Scale Fast

Send us Fan Mail Hydrogen is already everywhere in modern industry, but the hard part is making it clean, affordable and scalable without waiting for perfect conditions. We sit down with Glenn Corrie, Managing Director of Hazer Group Limited, to unpack how the proprietary Hazer Process aims to do exactly that: convert natural gas and other methane-rich gases into low emissions hydrogen while producing a valuable co-product, high quality graphite. It’s a practical decarbonisation conversation built for steel, ammonia, refining, power and other hard to abate sectors that can’t simply electrify overnight. We dig into a major commercial milestone with KBR: a completed process design package for a 30,000 TPA hydrogen facility. Glenn explains why a standardised engineering design changes the tone of customer engagement, enabling serious technoeconomic work and clearer decisions on deployment. We also explore where demand is strongest right now across Australia, Asia, the Middle East and North America, and why energy security and supply chain resilience are now accelerating industrial decarbonisation plans. Graphite becomes the surprise centre piece. Glenn details why graphite monetisation can transform project economics, how partnerships in South Australia could create real offtake pathways, and what independent purification to 99.99% purity could mean for battery and electrical applications in a world worried about critical mineral concentration. We finish with Hazer’s move into low carbon liquid fuels like sustainable aviation fuel, the importance of patents in Japan, and how a capex-light licensing model supports the shift from technology development to commercial execution. If you like deep dives on Australian climate tech, clean hydrogen, sustainable aviation fuel and critical minerals, subscribe, share this with a mate, and leave us a review. What’s the biggest barrier you think industry needs to clear to adopt low emissions hydrogen at scale?

August 17, 202612 min

OLYMPIO METALS LTD (OLY) - Why Bousquet And Jacknife Are Becoming The Company’s Core Growth Drivers

Send us Fan Mail A single assay can spark attention, but patterns are what build conviction. We sit down with Sean Delaney, Managing Director of Olympio Metals Limited, to unpack how the company has evolved into a high grade-focused explorer chasing gold and silver across North America, and why its two key assets are starting to look like complementary growth engines rather than side quests. We start in Quebec at the Bousquet Gold Project on the Cadillac Break near Val-d’Or, where Olympio has already earned 51% and is working towards 80% through a staged earn-in that balances flexibility with committed exploration spend. Sean explains what the Phase 3 drilling at Paquin is showing so far, why consistent gold across holes matters as much as the headline numbers, and how the team thinks about the moment a project begins to feel like resource definition rather than pure exploration. We also talk sequencing: pending assays, structural mapping, surface geochemistry, and the practical push to generate new drill targets while the weather window is open. Then we head to Idaho for the newly acquired Jacknife Silver Project, a high grade polymetallic opportunity with patented mining claims at its core. Sean shares why that detail can change the approvals and execution pathway, how an old pre-43-101 silver figure and historic underground development adds confidence, and why having a local partner with rigs and core facilities helps speed up the path to drilling. We close on the Dufay divestment uplift, what it does for the balance sheet, and the key catalysts to watch over the next 12 months, including the company’s view on silver price upside. Subscribe to ASX Briefs, share this chat with a mate who follows ASX explorers, and leave a review if you want more straight, timely company updates.

August 12, 20265 min

KLEVO REWARDS LTD (KLV) - Stablecoins To Credit Cards

Send us Fan Mail A rewards business turning into a payments and credit platform is not a small pivot, and that’s exactly what we unpack with Alex Gold, CEO of Klevo Rewards Limited. We talk through how Klevo has evolved beyond loyalty into digital wallets, stablecoin payments, and card issuing, and why the Fly Wallet acquisition matters when you’re aiming to operate across multiple jurisdictions with real payments capability. We also dig into the recent 14-day commercial trial of Klevo’s stablecoin transaction platform, including the headline US$1.22 million in gross revenue and, more importantly, what the trial was designed to prove. Alex explains the focus on the full transaction cycle, cross-border flows, and the compliance framework required to move from a working beta into a reliable commercial launch. If you care about stablecoin payments in Australia, cross-border payments infrastructure, or how fintechs actually scale, this part is packed with practical detail. From there, we shift to licensing and product strategy. Alex walks us through why Klevo acquired an Australian credit licence (rather than waiting 9–12 months for a new application) to support credit card issuing and future credit products. We explore what “crypto-linked credit” might look like for customers, including using credit to acquire crypto or collateralising digital assets like Bitcoin for real-world spending. We also touch on custody and wholesale capability through the ASFIN acquisition, plus what investors can watch as revenue and rollout milestones develop. Since the interview was recorded, Klevo has announced revenue of $18.9 million for the month of July 2026 — with approximately $17.8 million attributable to the stablecoin platform now in commercial operation — alongside completion of two licence acquisitions and an Extraordinary General Meeting convened for 21 August 2026 to consider a proposed share consolidation and company name change to Klevo Group Limited. Subscribe to ASX Briefs, share this with a mate who follows ASX fintech, and leave a review with the question you want us to ask next.

August 12, 202612 min

VINYL GROUP LTD (VNL) - Culture Meets Commerce At Vinyl Group

Send us Fan Mail If you’ve ever wondered what a modern media business looks like when it’s built to sell outcomes, not just impressions, this chat with Josh Simons from Vinyl Group Limited (ASX: VNL) lays it out in plain language. We talk through how Vinyl is wiring together trusted cultural publishing brands with music technology platforms to “connect culture with commerce”, and why that strategy is changing the way advertisers and creators can work with a single network. Josh breaks down the two halves of the business: Vinyl Media’s portfolio of recognizable mastheads across music, entertainment, lifestyle and youth culture, plus a platform division that includes Vampr’s creator network, vinyl.com e-commerce, and Serenade music collectibles. We also tackle the Q4 headline numbers and the real story underneath them: acquisitions that completed late in the quarter, 60-day billing cycles, operating costs that start immediately, and a $4.1 million surplus working capital position that helps explain why revenue and cash receipts temporarily disconnect. From there we look ahead to the operating leverage plan for FY27: consolidating duplicated systems, integrating commercial teams, and embedding an AI first operating strategy that speeds up research, transcription, metadata, audience intelligence and campaign activation without replacing journalists. We also cover the centralised content management system rollout, why it improves site performance, SEO and security, and how new products like Vinyl Shelf and Workshop by Vampr aim to turn discovery into commerce. Guidance of more than $7 million in Q1 customer receipts and $38 to $40 million in FY27 revenue frames the target, but the focus stays on revenue quality and sustainable cash profitability. Subscribe to ASX Briefs, share this episode with someone who follows Australian media and tech, and leave us a review with your biggest question about Vinyl’s path to profit.

August 10, 20268 min

RAIZ INVEST LTD (RZI) - From Pocket Change To $2.32 Billion Under Management

Send us Fan Mail $5 is enough to start investing, but the real question is what happens after that first deposit. We’re joined by Craig Keary, CEO of Raiz Invest Limited, to break down how an ASX listed micro investing pioneer is evolving into a broader wealth platform built for everyday Australians and the habits that make investing feel doable in real life, not just in theory. We dig into the numbers behind the momentum: active customers growing to more than 350,000, ARPU lifting year on year, and average account balances pushing higher as markets rise and customers stay engaged. Craig walks us through the platform’s growing funds under management, including the standout performance of Jars portfolios and Kids accounts. It’s a sharp lens on what Australians are prioritising right now: goal-based saving and investing, and families helping younger people get started early, especially in a cost-of-living environment where every decision needs to count. Superannuation also features as a core part of the proposition, with Raiz Invest Super earning strong recognition for performance and value. From there, we look forward to the FY27 product roadmap, including instant payments for live trading, access to US listed equities, and direct ASX trading through a single HIN. Craig also shares why the company is renewing its focus on acquisition, onboarding, conversion and activation, how AI capabilities and partnerships may support that push, and why “ambition” is the cultural anchor he wants driving disciplined execution. If you’re interested in investing apps in Australia, wealth building, superannuation, and what to watch in ASX fintech, this conversation is packed with practical signals. Subscribe for more ASX Briefs, share this with a mate who’s trying to get on top of their money, and leave a review to help others find the show.

July 28, 20265 min

QUICKFEE LTD (QFE) - QuickFee Explains Why Australia Is Surging While The US Resets For Integration

Send us Fan Mail QuickFee is not trying to be everything to everyone. We’re talking about a focused ASX listed finance company that helps accounting and law firm clients pay fees on time, while giving those clients up to 12 months to repay. Founder and CEO Bruce Coombes joins us to explain how that simple working capital product translates into growth when distribution and partnerships click. We dig into the quarter’s split story: strong momentum in Australia alongside a reset in the US. Bruce walks us through the lift in Australian finance total transaction value and the surge in legal disbursement funding, pointing to a sustained push into commercial law firms plus targeted efforts in the personal injury market that landed major new firms. If you follow specialty finance, fintech, or professional services payments, you’ll hear exactly what’s driving volumes rather than vague market talk. On the US side, we cover the impact of exiting business units and the delayed embedding of QuickFee’s finance offering into Aiwyn’s payment solutions, now expected around December 2026. We also explore the potential upside once that integration goes live, given Aiwyn’s reach into top US CPA firms and the implied total addressable market. To round it out, we break down net interest margin, why pricing can be resilient, and how RBA, BBSW, and Fed rate moves can still shape the cost of funds. If you want a clear view of QuickFee’s strategy, risks, and FY27 catalysts, hit play. Subscribe, share the episode with a mate who follows ASX growth stories, and leave us a review so more investors can find the show.

July 27, 202616 min

FIRST GRAPHENE LIMITED (FGR) - Inside First Graphene’s Push Into Cement

Send us Fan Mail China pours more cement than any other country on earth and even a tiny share of that market can reshape a small materials company’s future. We sit down with Michael Bell, CEO of First Graphene, to unpack what it really takes to commercialise graphene at scale, not in a lab, but in customer products that ship, perform, and reorder. We start with the fundamentals: what graphene is, why it behaves differently across suppliers, and why First Graphene’s early decision to build manufacturing capacity in Western Australia now pays off. With an established 100 tonne per year production platform, the conversation shifts to demand generation, customer conversion, and a pipeline that spans composites, polymers, conductive and thermal applications, and protective coatings. Then we go deep on cement and concrete through PureGRAPH® CEM, where strength gains and durability improvements intersect with a decarbonisation story. Michael explains how lowering the clinker factor can cut CO2 emissions at scale, and why UK progress creates a springboard into bigger markets. That leads to the new MOU with Sixth Element, a major Chinese distributor in the 2D materials space, designed to validate and take PureGRAPH® CEM into the Chinese cement market with a partner-led approach. We also cover the settled MITO® acquisition, what functionalised graphene oxide adds to the product portfolio, and why a real US footprint matters for aerospace and defence opportunities. If you care about advanced materials, construction innovation, and the practical path to revenue, this one is for you. Subscribe, share the episode with a mate, and leave a review so more people can find the show.

July 26, 20268 min

NOXOPHARM LTD (NOX) - A New Immune System Discovery Could Change Drug Development

Send us Fan Mail A single scientific insight can open up an entire pipeline, and that’s what makes this conversation with Noxopharm Limited so compelling. We’re joined by CEO Olivier Laczka to talk about Sofra™, the company’s RNA technology platform built on a breakthrough discovery about how the immune system triggers inflammation, developed alongside the Hudson Institute of Medical Research in Melbourne and published in a leading journal. If you care about where ASX biotech is heading, this is a clear look at how platform science turns into real drug programs. We dig into SOF-SKN™, Noxopharm’s lead asset aimed at cutaneous lupus, a skin disease with a growing global market and no specific designed treatments. Olivier explains why a topical cream that blocks lupus-linked inflammation could be a meaningful shift for patients, and he shares the latest progress including a completed safety trial in healthy volunteers and the practical next step of moving into a trial with lupus patients. We also touch on how the same approach could expand into broader inflammatory skin diseases and chronic conditions where inflammation drives long-term damage. Then we move into immuno-oncology, where Sofra™ isn’t used to dampen inflammation but to deliberately boost targeted immune activation for cancer treatment. Olivier walks us through newly released breakthrough data, including a 200-fold increase in immune activation when combined with a clinical stage TLR8 agonist in human skin biopsies ex vivo, plus supportive animal model results, and why IP protection and US patents matter when scaling a platform globally. Finally, we cover validation through an Australian Government MRFF grant linked to pelvic floor disorders and birth injury repair, and the key 6 to 12 month milestones investors watch: manufacturing, FDA engagement for IND preparation, cancer program progress, and growing international partnerships. If you enjoyed this deep dive into RNA therapeutics, inflammation research, and clinical stage biotech execution, subscribe, share the episode with a mate, and leave a review to help more listeners find the show.

July 22, 202615 min

4DMEDICAL LTD (4DX) - Reinventing Lung Imaging

Send us Fan Mail A 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.