08 Oct 202649:11PlayingTrajan (ASX): Stephen Tomisich on Earnings Recovery, AI & HealthcareTrajan (ASX) co-founder and CEO Stephen Tomisich joins Wei Sim to discuss the company’s FY27 earnings recovery, cash generation, debt reduction and margin opportunities, alongside laboratory automation, AI, drug-discovery software and blood microsampling.
01 Oct 202657:14Advanced Engineered Materials (ASX): Richard Seville & Mick Adams on HPA, AI & SemiconductorsAdvanced Engineered Materials Executive Chair Richard Seville and CEO & Managing Director Mick Adams join Homodeus Research to discuss high-purity alumina, growing demand from AI and semiconductors, AEM's low-cost Quebec production base, its customer qualification pipeline and plans to scale production.
30 Sept 202653:50Neurizon Therapeutics (ASX): Sergio Duchini & Dan O'Connell on NUZ-001, HEALEY Phase 2/3 & ALSNeurizon Therapeutics Interim Executive Chair Sergio Duchini and CFO Dan O'Connell discuss NUZ-001, the fully recruited Phase 2/3 HEALEY ALS Platform Trial, the NIH-funded Expanded Access Program and the company's pathway toward a major clinical data readout in 2027.
29 Sept 202644:56Aureka Limited (ASX): James Gurry on Fiddlers Creek, Wedderburn Mill & the Path from Explorer to ProducerAureka Limited Managing Director James Gurry joins Homodeus Research to discuss the proposed acquisition of Fiddlers Creek and the Wedderburn Gold Processing Mill, the company’s transition toward gold production, the pathway for Comstock and the longer-term growth potential at Irvine.
25 Sept 202631:14RareX (ASX): James Durrant on Copper Porphyry Potential, Rare Earths & Mrima HillRareX Managing Director James Durrant joins Homodeus Research to discuss the company's emerging copper porphyry opportunity at Khaleesi, its Cummins Range rare earths project, upcoming exploration at Piper and the potentially transformational Mrima Hill opportunity being pursued with Iluka Resources.
21 Sept 202634:01Dimerix (ASX: DXB): Nina Webster on DMX200, DMX652 & the Global Kidney Drug OpportunityDimerix Managing Director and CEO Nina Webster discusses DMX200, the fully recruited Phase 3 ACTION3 trial for FSGS, the company’s five global commercial partnerships and DMX652’s development as a potential treatment for acute kidney injury.
17 Sept 202635:00Whitefield Investments (ASX:WHF, ASX:WHI): Angus Gluskie on Quant Investing, Monthly Franked Income & 100 Years of InvestingHow does a 100-year-old Australian investment manager combine long-term inveWhitefield Investments Managing Director Angus Gluskie joins Homodeus Research to discuss the firm's 100-year history, quantitative investment strategies, monthly franked income, compounding, AI, and the long-term outlook for Australian equities.
10 Sept 202642:54Clarity Pharmaceuticals (ASX:CU6): Executive Chair Dr Alan Taylor on Phase 3, Co-PSMA & the Future of Prostate Cancer ImagingUntitled episodeDr Alan Taylor, Executive Chair of Clarity Pharmaceuticals (ASX:CU6), joins Homodeus Research to discuss the company's copper-based radiopharmaceutical platform, the landmark Co-PSMA study, progress across its Phase 3 clinical trials, and the long-term commercial opportunity in prostate cancer imaging and therapy.
07 Sept 202638:13Flexiroam (ASX:FRX): Founder Jef Ong on eSIM, Global Connectivity & the Company's Turnaround StrategyFounder & CEO Jef Ong and CFO Grant Wong join Homodeus Research to discuss Flexiroam's turnaround strategy, the rapidly growing eSIM market, enterprise and IoT connectivity, and how the company is positioning itself for long-term global growth.
03 Sept 202628:56Green & Gold Minerals (ASX:GG1): MD Quentin Hill on Gold, Copper & North Queensland's Emerging Critical Minerals OpportunityGreen & Gold Minerals Managing Director Quentin Hill joins Homodeus Research to discuss the Wandoo Gold Project, the Herberton Critical Metals Project, North Queensland's exploration potential, and the company's strategy to grow a diversified portfolio of gold and critical minerals assets.
01 Sept 202642:55SCX.ai (ASX:SCX): CEO David Keane on Sovereign AI, AI Factories & Australia's AI Infrastructure OpportunitySCX.ai CEO David Keane and CFO Rahul Vaidya join Homodeus Research to discuss sovereign AI, AI factories, GPU infrastructure, Node One, enterprise AI demand, and why Australia is investing in domestic AI capability. The discussion also includes a demonstration of SCX.ai's public AI benchmarking platform.
31 Aug 202658:35Critical Resources (ASX:CRR): CEO Tim Wither & Industry Expert Eric Martinez Gurrea on AI Data Centre Cooling, Two-Phase Technology & the Future of AI InfrastructureCritical Resources Managing Director Tim Wither and Technical Adviser Eric Martinez Gurrea discuss the company's two-phase spray cooling technology, the rapidly growing AI data centre cooling market, and why advanced thermal management could become a key enabler of the next generation of artificial intelligence infrastructure.
26 Aug 202637:12Alterity Therapeutics (ASX:ATH): CEO Dr David Stamler on ATH434, FDA Phase 3 & the Quest to Treat Multiple System AtrophyAlterity Therapeutics CEO Dr David Stamler joins Homodeus Research to discuss ATH434, the FDA pathway to Phase 3, the company's approach to treating Multiple System Atrophy (MSA), and the long-term commercial opportunity in neurodegenerative disease.
24 Aug 202636:09Complii FinTech (ASX:CF1): Executive Chair Craig Mason on AI, SaaS & the Future of Capital Markets TechnologyCraig Mason, Executive Chair of Complii FinTech (ASX:CF1), joins Homodeus Research to discuss the company's AI-powered capital markets software platform, recurring SaaS strategy and long-term vision to become the operating system for Australia's financial services industry.
18 Aug 202634:50Alma Metals (ASX:ALM): CEO Frazer Tabeart on the Briggs Copper Project & Queensland's Largest Undeveloped Copper ResourceAlma Metals Managing Director Frazer Tabeart joins Homodeus Research to discuss the Briggs Copper Project, one of Queensland's largest undeveloped copper resources, and the company's strategy to advance it through drilling, engineering studies and future development.
06 Aug 202640:56Way2VAT (ASX:W2V): CEO Amos Simantov on AI, TaxTech & the Future of Global Tax ComplianceWay2VAT CEO Amos Simantov joins Homodeus Research to discuss how AI is transforming global tax compliance through VAT reclaim automation, e-invoicing and enterprise TaxTech solutions, while outlining the company’s long-term SaaS growth strategy.
05 Aug 202633:58McLaren Minerals: Unlocking a Major Titanium Opportunity in Western Australia | CEO InterviewMcLaren Minerals’ CEO discusses the company’s large-scale titanium project, the growing importance of heavy mineral sands, progress toward development, and why titanium could become an increasingly important critical mineral for global industry.
05 Aug 202638:08Freelancer (ASX:FLN): CFO Dylan Carter on AI, Escrow.com & the Future of Online WorkFreelancer CFO Dylan Carter joins Homodeus Research to discuss the impact of AI on the freelance economy, the growth potential of Escrow.com and Loadshift, and why Freelancer is positioning itself for the next phase of digital commerce.
04 Aug 202649:45Butn (ASX:BUT): CEO Rael Ross on Embedded Finance, SME Lending & the Future of Business FundingButn CEO Rael Ross joins Homodeus Research to discuss embedded finance, the company’s partnership with MYOB, the future of SME lending, and how technology is transforming access to business funding across Australia.
03 Aug 202640:25Vmoto (ASX:VMT): CEO Ivan Teo on Uber, Ducati, MotoGP & the Future of Electric MotorcyclesVmoto Managing Director Ivan Teo joins Homodeus Research to discuss the company's global electric mobility strategy, partnerships with Uber and Ducati, MotoGP branding, and why electric motorcycles are poised for long-term growth.
01 Aug 202643:01Havilah Resources (ASX:HAV): Copper, Gold & Critical Minerals in South AustraliaHavilah Resources (ASX:HAV) Managing Director Dr Chris Giles joins Homodeus Research to discuss the company's exploration strategy, flagship copper and gold projects, partnerships with Sandfire and Hillgrove, and the long-term outlook for critical minerals in South Australia.
30 July 202633:12Unlocking Untested Gold Potential in Nevada | Union Star Metals (ASX:USM) CEO Lucas StanfieldUnion Star Metals CEO Lucas Stanfield explains the company's strategic transformation, the investment opportunity at Nevada's Cobb Creek Gold Project, and why upcoming drilling could be a pivotal catalyst for the ASX-listed explorer.
27 July 202629:21The Future of Helium & Natural Hydrogen | Prominence Energy (ASX:PRM) with COO Dr Krista DaviesWei Sim interviews Dr Krista Davies, COO of Prominence Energy (ASX:PRM), discussing the investment case for helium and natural hydrogen, Australia's emerging exploration opportunity, Prominence's South Australian projects and the key milestones investors should watch over the coming months.
26 July 202640:37The Future of Battery Chemistry with Firebird Metals (ASX:FRB) CEO Ron MitchellFirebird Metals Managing Director Ron Mitchell joins Wei Sim to explain why LMFP battery chemistry could become one of the next major innovations in electric vehicles. The discussion explores battery technology, cost advantages, commercialisation plans, and the catalysts that could shape Firebird's future.
10 July 202638:18Qualitas (ASX: QAL): Banks Are Retreating From Real Estate — Here's Who's Stepping InAndrew Schwartz, Group Managing Director of Qualitas (ASX: QAL), joins Homodeus Research to unpack the structural bank retreat from real estate financing, the group's new European platform, its AI-enabled credit engine, and what recent Budget tax changes mean for the sector.
09 July 202630:10First Drill in 30 Years: Manhattan Gold's Nunavut Gold Hunt with Bay RezosManhattan Gold's GM Bay Rezos walks through the company's first modern drill campaign in 30 years at Hook Lake, Nunavut — 4,000m targeting JAWS, two virgin orogenic gold prospects, a BIF target, and a high-grade VMS deposit. Plus: Arctic geopolitics, Inuit community relations, and the path to 2027.
08 July 202644:04The Ex-Epic Executive Turning Mach7 Into Healthcare's AI Data BackboneTeri Thomas, CEO of ASX-listed Mach7 Technologies, joins Wei Sim to unpack the company's turnaround, its vendor-neutral imaging platform, and why solving healthcare's "data plumbing problem" is the unlock that makes AI in radiology actually work.
08 July 202653:02Semiconductor Deep Dive with YT Boon: Inside the AI Chip SupercycleA semiconductor industry deep dive with chip specialist YT Boon (ex-Arm, Cadence, Broadcom, TSMC, Huawei) on AI capex, the slowdown of Moore's Law, and the resurgence of materials innovation in advanced packaging — with supply-side commentary from Rob Williamson, MD of Alpha HPA (ASX: A4N).
03 July 202646:00Alpha HPA (A4N): AI's Hidden Chip Supply Chain PlayAlpha HPA MD Rob Williamson on the $1B ASX company manufacturing high-purity alumina for TSMC's supply chain, why it undercuts Japanese incumbents on cost, and how it solves the heat problem in advanced AI chips.
27 June 202646:00Canadian Phosphate: Food Security, Batteries & GeopoliticsCanadian Phosphate discusses why phosphate is becoming strategically important across food security, LFP battery supply chains and geopolitics, while outlining its North American phosphate projects and development plans.
19 June 202644:05Greenwing Resources (ASX: GW1): Lithium, Graphite & a Tasmanian Data Centre Play — with MD Peter WrightHomodeus Research hosts Greenwing Resources (ASX: GW1) Managing Director Peter Wright for a deep dive into the company's three-pronged critical minerals strategy — and an unexpected data centre opportunity emerging in Tasmania. With a ~$40M market cap, ~$3M cash and no debt, Greenwing is positioning for a critical minerals recovery after a humbling few years in lithium and graphite. Peter lays out the supply/demand dislocation he sees building, why he thinks the market is mispricing the long-term thesis, and how the team plans to unlock value across all three assets in 2026. In this episode: - San Jorge Lithium Brine Project (Argentina) — a 100%-owned salar in the lithium triangle, one of only four companies that can claim an entire salar, with 38,000 ha of surrounding tenure and a strategic investor process underway - Grafmada Graphite Project (Madagascar) — a 62Mt resource and former producer qualified into the EU and US, under mining lease to 2042 - Kew River (Tasmania) — a polymetallic open-pit (gold, silver, zinc, lead, copper) with scoping study cash flows in excess of $100M, plus a compelling data infrastructure opportunity backed by a 63MW hydropowered substation and 200+ megalitres of water - The lithium maths: ~2Mt of supply added in 16 years vs ~5Mt needed by 2030 - China's ~90% grip on natural graphite and the strategic-minerals lens - Capital allocation, funding strategy, and the path to a strategic partner Hosted by Anthony for Homodeus Research, with audience Q&A. About Homodeus Research Homodeus Research is an independent, AI-augmented equity research firm focused on ASX small- and mid-cap technology and growth companies, with research distributed via Bloomberg and other institutional channels. Learn more at https://homodeus.one Disclaimer: This episode is general information only and does not constitute financial product advice. It does not take into account your objectives, financial situation or needs. Homodeus Research operates under an issuer-pays model and is a Corporate Authorised Representative under Sharewise's AFSL. Consider the relevant disclosure documents and seek advice from a licensed financial adviser before making any investment decision. Past performance is not indicative of future results.
13 June 202645:38Xenitra (ASX: XEN): Tokenising FMCG Sales in China — with Dr Anthony NobleDr Anthony Noble, Executive Chairman of Xenitra Group (ASX: XEN), on the company's turnaround from AUMake, its China FMCG and OTC medicine channels, and the OPAL real-world-asset tokenisation platform.
09 June 202624:46Provaris Energy (ASX: PV1): Shipping Hydrogen & CO2 — with CEO Martin CarolanProvaris Energy CEO Martin Carolan on proprietary tanks for shipping hydrogen and CO2, a capital-light IP-licensing model, Europe's supply deficit into the 2030s, and the catalysts that could re-rate this ASX micro-cap.
06 June 202644:17Avecho Biotechnology (ASX: AVE): A $45M Biotech, a Sandoz Deal & a Phase 3 Readout in Weeks — Dr Paul GavinAvecho Biotechnology (ASX: AVE) CEO Dr Paul Gavin on the company's CBD insomnia capsule, its TPM absorption technology, the Sandoz licensing deal, the TGA over-the-counter opportunity, and a pivotal Phase 3 interim analysis due in weeks. General info only, not financial advice.
24 May 202651:20Canada's Next Integrated Graphite PlayMetals Australia CEO Paul Ferguson on the Lac Carheil graphite project, its Quebec anode refinery, and how MLS stacks up against Nouveau Monde.
19 May 202623:54Red Mountain Mining (ASX:RMX)40% antimony at surface. Red Mountain Mining's (ASX:RMX) flagship Armidale Antimony-Gold Project in NSW begins its maiden drill program this quarter — 2,000m across up to 20 holes, targeting five priority anomalies. Wei Sim sits down with Nic Matich, Director of Corporate Development at Red Mountain Mining, to walk through the antimony thesis: the commodity, the projects, the jurisdictions, and the timing.
