The Bellcast

Hosted by Bell Direct

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Latest episode

Dec 2025

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EN-US

About the show

Bridge the investing and markets knowledge gap with the Bell Direct Bellcast. From bite-size thought snippets, to full length interviews with the top executives of leading ASX200 companies, you'll be informed and ready for any market movement.

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60 recent

December 15, 202516 min

From the helm: Blackpearl Group Limited (ASX:BPG), Nick Lissette, CEO

In this episode of From the helm, Sophia Mavridis chats with Blackpearl Group’s Chief Executive Officer, Nick Lissette to discuss the rapid evolution of AI-powered sales and marketing tools, and how enterprise adoption is set to accelerate as major platforms like Microsoft, HubSpot, Salesforce and Google embed foundational models deeper into their ecosystems.Nick shares insights into Blackpearl’s product suite, data advantage, acquisition strategy, and the company’s roadmap toward scaling globally through its enterprise “Data as a Service” model.In this interview, Nick covers:• (0:55): enterprise adoption of AI sales and marketing tools over the next 3–5 years• (1:24): how BPG differentiates itself in a crowded AI-augmented sales market• (3:07): expected ARR contribution from each product over the next 12–24 months• (7:27): BPG’s acquisition strategy, including the recent B2B Rocket purchase• (9:32): scalability of the enterprise “Data as a Service” model with NZ$300k–$700k ARPU• (11:03): upcoming product releases and new categories on the roadmap• (12:29): variables influencing the path to NZ$50m ARR within 3–5 years• (13:45): the level of ARR contribution expected from future acquisitions.Note: This interview was filmed on 11 December 2025.

October 29, 202513 min

From the Helm: Rural Funds Group (ASX:RFF), Tim Sheridan, COO & James Powell, GM

In this episode of From the Helm, Grady Wulff sits down with Rural Funds Group (ASX:RFF) COO Tim Sheridan and General Manager of Investor Relations, Corporate Affairs & Sustainability, James Powell, to discuss Australia’s first ASX-listed agricultural REIT, its diversified portfolio of farmland, and growth strategy, including its expanding macadamia holdings.Tim and James share insights into RFF’s portfolio composition, market outlook, and how the company is leveraging technology and sustainability initiatives to maintain a competitive edge in Australian agriculture.In this interview, they cover:• (0:52) an overview of Rural Funds Group and its diversified agricultural portfolio• (4:27) competition for farmland from domestic and offshore institutional investors, and how RFF maintains its advantage• (5:13) the role of precision irrigation, varietal selection, and data-informed farming in differentiating RFF• (8:36) the rebound in macadamia and cattle prices and its impact on short- and long-term investment priorities• (9:29) emerging agricultural sectors, including avocados, citrus, and renewables-integrated farming• (11:30) rental income sensitivity to macadamia nut-in-shell price movements and exposure passed through to lessees• (13:56) key news flow and updates investors should watch for over the next 12 months.Note: This interview was filmed on Tuesday 28 October 2025.

October 27, 202518 min

From the helm: SenSen Networks Limited (ASX: SNS), Dr Subhash Challa, CEO

In this episode of From the Helm, Grady Wulff sits down with SenSen Networks Limited (ASX:SNS) CEO, Dr Subhash Challa, to discuss the company’s strong FY25 performance, growing profitability, and strategic roadmap amid the global AI and sensor analytics boom.Dr Challa shares insights into SenSen’s key growth drivers, expansion into international markets, and the company’s progress in scaling its AI-powered “SenDISA” data fusion platform across government and enterprise sectors worldwide.In this interview, Dr Challa covers:(0:32) an overview of SenSen Networks and the markets it operates in(4:27) revenue growth of over 20% year on year and key drivers heading into FY26–FY27 (6:20) addressable market opportunities within the global AI and vision analytics sector(10:09) how SenDISA differentiates SenSen from competitors and establishes barriers to entry(12:20) the company’s recurring revenue mix and targets for long-term scalability(13:33) turning profitable and generating cashflow — capital allocation and reinvestment strategy(15:09) technology protection and partnerships driving sustained competitive advantage(17:59) key news flow investors should watch for over the next 12 months.Note: This interview was filmed on 23 October 2025.

October 1, 20258 min

From the helm: Bhagwan Marine Limited (ASX:BWN), Andrew Wackett, Director of Finance

In this episode of from the helm, Grady Wulff sits down with Bhagwan Marine Limited (ASX:BWN) Director of Finance, Andrew Wackett, to unpack the company’s record FY25 results, divisional growth opportunities, and strategic plans for FY26 and beyond.Andrew shares insights into Bhagwan Marine’s revenue drivers, vessel utilisation strategies, and expansion into new sectors including renewable energy and offshore wind.In this interview, Andrew covers:(0:49) an overview of Bhagwan Marine and its primary revenue streams(1:18) the key drivers behind BWN’s record FY25 results(3:06) managing rising day rates and tight vessel supply to drive margin expansion(4:15) strategies to optimise vessel utilisation and maintain strong margins(6:11) long-term goals for Bhagwan Marine over the next 5–10 years(6:41) plans for expansion into new sectors like renewable energy and offshore wind(7:20) key news flow investors should watch for over the next 12 months.Note: This interview was filmed on 24 September 2025.

October 1, 202511 min

From the helm: Argenica Therapeutics (ASX:AGN), Dr. Liz Dallimore, CEO & MD

Join Bell Financial Group's Senior Market Analyst Grady Wulff as she sat down with Dr. Liz Dallimore, CEO & MD of Argenica Therapeutics (ASX:AGN) to discuss the company's lead drug candidate ARG-007, and its pathway to commercialisation to become the world's first neuroprotective drug for the protection of brain cells post stroke or catastrophic brain injury. In this interview, Liz covers:• (0:40) an overview of Argenica Therapeutics (ASX:AGN) • (1:28) details on ARG-007, including its mechanism in protecting brain cells after stroke• (4:59) expected runway, and potential need for additional financing pre-Phase 3• (8:42) other drug candidates in development within Argenica’s pipeline• (10:01) expected investor news flow over the next 12 monthsNote: This interview was filmed on 24 September 2025.

October 1, 20259 min

From the helm: Cobram Estate Olives (ASX:CBO), Sam Beaton, Co-CEO

In this episode of from the helm, Grady Wulff sits down with Cobram Estate Olives (ASX:CBO) Co-CEO, Sam Beaton, to explore the company’s impressive FY25 performance, US expansion strategy, and premium olive oil brand growth.Sam shares insights into Cobram Estate’s branded product sales, grove development plans, and investment priorities across Australia and California, while discussing how the company maintains its premium brand positioning in competitive markets.In this interview, Sam covers:• (0:41) an overview of Cobram and its core operations in olive farming and extra virgin olive oil production• (3:03) branded product sales growth in Australia and the US• (5:10) timeline and yield expectations for newly acquired California groves• (5:45) main operational risks including climate, water, and labour• (6:55) managing the 15% US price increase and consumer retention• (8:36) key investor news flow to watch over the next 12 monthsNote: This interview was filmed on 24 September 2025.

October 1, 20258 min

From the helm: Metallium (ASX:MTM), Michael Walshe, CEO & MD

In this episode of From the Helm, Senior Market Analyst Grady Wulff is joined by Metallium (ASX:MTM) CEO & MD Michael Walshe – watch as they discuss Metallium’s low-carbon, high-efficiency approach to recovering critical and precious metals from mineral concentrates, and what investors can expect from the company in the future. In this interview, Grady covers:• (0:30): who Metallium are their recent collaboration with Ucore• (2:01): why Metallium’s offering is so unique and how its IP is protected• (3:19): the main customers for Metallium and why it chose the US• (6:18): the runway to free cash flow for Metallium • (7:42): what investors can expect from the company over the next 12 months.Note: This interview was filmed on 24 September 2025.

October 1, 20259 min

From the helm: Metal Powder Works (ASX:MPW), John Barnes, Founder & MD

In this episode of From the Helm, Senior Market Analyst Grady Wulff sits down with Metal Powder Works (ASX:MPW) Founder and MD John Barnes to unpack their transformative, industry-disrupting welding technology offering and what investors can expect looking forward. In this interview, Grady covers:• (0:34): an overview of Metal Powder Works and what they do• (2:12): MPW’s cash situation and the runway to scaling• (5:10): what differentiates MPW from its competition • (7:42): MPW’s outlook and growth targets for FY26 and beyond. Note: This interview was filmed on 24 September 2025.

October 1, 20259 min

From the helm: Cash Converters (ASX:CCV), Sam Budiselik, CEO & MD

Join Bell Financial Group's Senior Market Analyst Grady Wulff as she sat down with Cash Converters (ASX:CCV) CEO & Managing Director, Sam Budiselik to discuss the company's FY25 results, shift away from franchising and recent launch of its luxury stores. Cash Converters is a household name in Australia with the company being a franchisor, retailer of second-hand goods and financial services, and a provider of secured and unsecured loans.In this interview, Sam covers:• (0:38) an overview of Cash Converters (ASX:CCV) and its core operations in franchising• (2:02) FY25 results, including revenue growth of 1%, profit increase of 41% • (3:22) target mix of lending products • (4:21) managing net loss rate risks while growing lending products• (7:42) levers to drive margin improvement, including loss rates, product mix, and retail efficienciesNote: This interview was filmed on 24 September 2025.

September 19, 202518 min

From the helm: Sports Entertainment Group (ASX:SEG), Craig Hutchison, CEO and Trent Bond, CFO

In this episode of From the Helm, Grady Wulff sits down with Sports Entertainment Group (ASX:SEG) CEO Craig Hutchison and CFO Trent Bond to unpack the company’s strong FY25 results, its multi-platform content strategy, and growth outlook heading into FY26.Craig and Trent share insights into SEG’s radio and non-radio pillars, the company’s recent RSN acquisition, and how SEG is positioning itself for growth in a rapidly evolving media landscape.In this interview, Craig and Trent covers:(0:48) an overview of SEG’s brand, company makeup, vision and pillars(2:23) beyond radio: the other divisions driving SEG value and growth(5:10) the record FY25 results and key drivers of performance(7:55) strategy and earnings potential from the RSN acquisition(12:05) reaccelerating revenue growth into FY26 and beyond(13:26) SEG’s structural advantage over the broader media industry(16:08) upcoming news flow and outlook over the next 12 monthsNote: This interview was recorded on Tuesday 9 September 2025.