https://homodeus.one/research/videos
2026-08-21T07:30:32.897Z
https://homodeus.one/research/videos/HPJOMJvGSMM
2026-08-21T07:30:32.897Z
https://i1.ytimg.com/vi/HPJOMJvGSMM/hqdefault.jpg
Alma Metals (ASX:ALM): CEO Reveals the Briggs Copper Project Growth Strategy
Can Alma Metals (ASX:ALM) unlock one of Queensland's largest undeveloped copper resources? In this exclusive Homodeus Research webinar, Frazer Tabeart, Managing Director of Alma Metals, discusses the company's flagship Briggs Copper Project, its strategy to create shareholder value, and why copper remains one of the world's most important critical commodities. The discussion explores the scale of the Briggs resource, the project's favourable location near existing infrastructure, ongoing drilling, metallurgy, engineering studies, and the pathway towards future development. Frazer also shares his outlook on global copper demand, supply constraints, and the long-term investment case for large-scale copper projects. Whether you're an investor looking for ASX copper stocks or interested in the future of the energy transition, this interview provides valuable insight into Alma Metals' strategy, competitive advantages and upcoming catalysts. Key Topics - Alma Metals company overview - The investment case for the Briggs Copper Project - Why copper demand is expected to accelerate - Resource size and exploration upside - Drilling results and resource growth potential - Metallurgy and engineering studies - Infrastructure and development advantages - Permitting and project milestones - Copper market outlook - Live investor Q&A About Homodeus Research Homodeus Research provides independent investor education through in-depth interviews with ASX-listed companies, helping investors better understand business models, industry dynamics and long-term investment opportunities. π Subscribe for more CEO interviews, ASX company analysis, mining industry insights and educational content. Disclaimer: This video is provided for educational purposes only and should not be considered financial advice. Always conduct your own research and consult a licensed financial adviser before making investment decisions.
https://www.youtube.com/embed/HPJOMJvGSMM
2026-08-18T23:04:03+00:00
https://homodeus.one/research/videos/giBzaEbDEjE
2026-08-21T07:30:32.897Z
https://i4.ytimg.com/vi/giBzaEbDEjE/hqdefault.jpg
Way2VAT (ASX:W2V): CEO Reveals the AI TaxTech Growth Strategy
Can Way2VAT (ASX:W2V) become a global leader in AI-powered tax technology? In this exclusive Homodeus Research webinar, Amos Simantov, CEO of Way2VAT, explains how the company is using artificial intelligence to automate VAT recovery, e-invoicing, invoice validation and tax compliance for multinational businesses. The discussion explores Way2VATβs transition from a specialist VAT reclaim provider into a comprehensive AI-powered TaxTech platform, helping enterprises reduce administrative costs, improve compliance and simplify finance operations across multiple jurisdictions. Amos also outlines the companyβs four-pillar growth strategy, recurring SaaS revenue model, enterprise customer traction, international expansion opportunities, and how AI is creating new growth avenues across global finance and compliance. Whether youβre an investor, finance professional or interested in enterprise AI software, this interview provides valuable insight into one of the ASXβs emerging AI-enabled SaaS companies. Key Topics * Company overview and investment thesis * How AI is transforming tax compliance * Global VAT reclaim automation * E-invoicing and invoice validation * Way2VATβs four-pillar growth strategy * Enterprise customer adoption * SaaS business model and recurring revenue * International expansion opportunities * Financial outlook and growth strategy * Live investor Q&A βΈ» About Homodeus Research Homodeus Research provides independent investor education through in-depth interviews with ASX-listed companies, helping investors better understand business models, industry trends and long-term investment opportunities. π Subscribe for more CEO interviews, ASX company analysis and educational content covering technology, healthcare, mining and emerging growth companies. Disclaimer: This video is provided for educational purposes only and should not be considered financial advice. Always conduct your own research and consult a licensed financial adviser before making investment
https://www.youtube.com/embed/giBzaEbDEjE
2026-08-06T10:27:18+00:00
https://homodeus.one/research/videos/BkneH4soxWg
2026-08-21T07:30:32.897Z
https://i3.ytimg.com/vi/BkneH4soxWg/hqdefault.jpg
McLaren Minerals CEO Interview | Titanium, Zircon & Rare Earth Growth
Can McLaren Minerals become one of Australiaβs next significant titanium and heavy mineral sands developers? In this exclusive Homodeus Research webinar, McLaren Mineralsβ CEO discusses the companyβs flagship project, development strategy, and the growing importance of titanium in global industrial and critical mineral supply chains. The conversation explores the scale and quality of the companyβs mineral sands resource, the economics of ilmenite, rutile and zircon, and how demand from aerospace, advanced manufacturing, renewable energy and industrial pigments is supporting long-term market growth. Management also provides an update on the Bankable Feasibility Study (BFS), permitting, project development milestones, funding strategy and the key catalysts investors should watch as the project advances toward production. Whether youβre an investor interested in critical minerals, mining stocks or the titanium industry, this interview provides valuable insight into McLaren Mineralsβ strategy and long-term potential. Key Topics * Company overview and investment thesis * Why titanium demand is growing * Heavy mineral sands market fundamentals * Ilmenite, rutile and zircon explained * Resource scale and project economics * Bankable Feasibility Study (BFS) progress * Permitting and development timeline * Funding strategy and pathway to production * Critical minerals outlook * Live investor Q&A βΈ» About Homodeus Research Homodeus Research provides independent investor education through in-depth interviews with ASX-listed and emerging resource companies, helping investors better understand business models, industry trends and long-term investment opportunities. π Subscribe for more CEO interviews, mining industry insights and educational content covering ASX-listed companies. Disclaimer: This video is provided for educational purposes only and does not constitute financial advice. Always conduct your own research and consult a licensed financial adviser before making investm
https://www.youtube.com/embed/BkneH4soxWg
2026-08-05T12:36:36+00:00
https://homodeus.one/research/videos/zNE0fXyVMVs
2026-08-21T07:30:32.897Z
https://i3.ytimg.com/vi/zNE0fXyVMVs/hqdefault.jpg
Freelancer (ASX:FLN): CFO Reveals the AI, Escrow.com & Growth Strategy
Can Freelancer Limited (ASX:FLN) capitalise on the rapid adoption of artificial intelligence while continuing to grow its global marketplace and fintech businesses? In this exclusive Homodeus Research webinar, Dylan Carter, Chief Financial Officer of Freelancer Limited, discusses how the company is leveraging AI to improve marketplace efficiency, expand customer engagement and unlock new growth opportunities across its ecosystem. The discussion explores the performance and outlook for Freelancer.com, Escrow.com, and Loadshift, including the structural growth drivers behind each business. Dylan also explains how AI is reshaping freelance work, why Escrow.com continues to strengthen its position in high-value online transactions, and how Freelancer is positioning itself for long-term profitable growth. Whether youβre an investor, technology enthusiast or interested in the future of digital work and online marketplaces, this interview provides valuable insight into one of the ASXβs leading technology companies. Key Topics * Freelancerβs global marketplace business * How AI is transforming freelance work * Growth in AI-related projects and demand * Escrow.comβs competitive advantages and expansion opportunities * Loadshift and the Australian freight marketplace * Financial performance and capital allocation * Profitability and margin expansion * Product innovation and marketplace improvements * Long-term growth strategy * Live investor Q&A βΈ» About Homodeus Research Homodeus Research provides independent investor education through in-depth interviews with ASX-listed companies, helping investors better understand business models, industry trends and long-term investment opportunities. Subscribe for more CEO and CFO interviews, ASX company analysis, and educational content covering technology, mining, healthcare and emerging growth businesses. Disclaimer: This video is provided for educational purposes only and should not be considered financial advice. Always conduct your
https://www.youtube.com/embed/zNE0fXyVMVs
2026-08-05T05:19:33+00:00
https://homodeus.one/research/videos/OLe1BEnyLSE
2026-08-21T07:30:32.897Z
https://i4.ytimg.com/vi/OLe1BEnyLSE/hqdefault.jpg
Butn (ASX:BUT): CEO Reveals the Embedded Finance Growth Strategy
How is embedded finance transforming the future of business lending? In this exclusive Homodeus Research webinar, Rael Ross, CEO of Butn (ASX:BUT), explains how the company is building a technology-driven platform that gives Australian businesses faster and more flexible access to working capital. The discussion explores Butnβs transition from invoice finance to a broader embedded finance model, the strategic importance of its MYOB partnership, proprietary credit technology, funding model, customer acquisition strategy, and the long-term opportunity in Australiaβs growing SME finance market. Whether youβre an investor, fintech enthusiast or interested in the future of business finance, this interview provides valuable insight into Butnβs strategy, competitive advantages and key growth catalysts. Key Topics * What is embedded finance? * Butnβs business model and competitive advantage * The strategic partnership with MYOB * Invoice finance and working capital solutions * Proprietary lending technology and credit assessment * Customer acquisition and distribution strategy * Funding model and capital efficiency * Profitability outlook and future growth opportunities * Australian SME lending market * Live investor Q&A βΈ» About Homodeus Research Homodeus Research provides independent investor education through in-depth interviews with ASX-listed companies, helping investors better understand business models, industry trends and long-term investment opportunities. π Subscribe for more CEO interviews, ASX company analysis and investor education. Disclaimer: This video is provided for educational purposes only and does not constitute financial advice. Always conduct your own research and seek advice from a licensed financial adviser before making investment decisions.
https://www.youtube.com/embed/OLe1BEnyLSE
2026-08-04T11:43:48+00:00
https://homodeus.one/research/videos/UWDaugX0Kfo
2026-08-21T07:30:32.897Z
https://i2.ytimg.com/vi/UWDaugX0Kfo/hqdefault.jpg
Vmoto (ASX:VMT): Exec Director Reveals Uber Partnership, Ducati Deal & Global EV Growth Strategy
Could Vmoto (ASX:VMT) become one of the leading global electric two-wheeler companies? In this exclusive Homodeus Research webinar, Vmoto Managing Director Ivan Teo discusses the company's strategy to accelerate the adoption of electric motorcycles and scooters across more than 100 countries. The conversation explores Vmoto's growing commercial partnerships with Uber, Ducati, and MotoGP, its expanding B2B fleet business, battery swapping infrastructure, global manufacturing capabilities, and the long-term outlook for the electric two-wheeler market. Whether you're an investor, EV enthusiast, or interested in the future of sustainable mobility, this interview provides valuable insights into Vmoto's business model, competitive advantages, and upcoming growth opportunities.
https://www.youtube.com/embed/UWDaugX0Kfo
2026-08-03T10:42:58+00:00
https://homodeus.one/research/videos/UXvZdV9tUh4
2026-08-21T07:30:32.897Z
https://i2.ytimg.com/vi/UXvZdV9tUh4/hqdefault.jpg
Havilah Resources (ASX:HAV): Copper, Gold & Critical Minerals | Sandfire, Hillgrove & Kalkaroo
Havilah Resources (ASX:HAV) Webinar | Corporate Presentation & Investor Q&A In this webinar, Havilah Resources Managing Director Dr Chris Giles explains the company's unique exploration strategy, major mineral projects and partnership model. Havilah has built one of Australia's largest multi-commodity exploration portfolios in South Australia's highly prospective Curnamona Province, with exposure to: β’ Copper β’ Gold β’ Cobalt β’ Molybdenum β’ Uranium β’ Critical minerals Key discussion topics include: β
Havilah's "Prospect, Prove & Partner" business model β
The Kalkaroo copper-gold project β
The Mutooroo copper-cobalt project β
Strategic partnerships with Sandfire Resources and Hillgrove Resources β
Why South Australia's Curnamona Province remains underexplored β
Infrastructure advantages and project economics β
Growth pipeline and exploration upside β
Live investor Q&A Whether you're an ASX investor interested in copper, gold or critical minerals, this webinar provides an in-depth look at Havilah's strategy and long-term value proposition. About Homodeus Research Homodeus Research produces independent investor education and corporate research designed to help investors better understand ASX-listed companies through interviews, webinars and detailed analysis. π Like this video if you found it helpful. π Subscribe for more ASX interviews, webinars and company deep dives.
https://www.youtube.com/embed/UXvZdV9tUh4
2026-08-01T04:06:31+00:00
https://homodeus.one/research/videos/bBQjwTgxr9g
2026-08-21T07:30:32.897Z
https://i3.ytimg.com/vi/bBQjwTgxr9g/hqdefault.jpg
Why Nevada Could Deliver Union Star's Biggest Breakthrough (ASX:USM)
Could Union Star Metals (ASX:USM) be on the verge of a major gold discovery? In this exclusive Homodeus Research webinar, CEO Lucas Stanfield explains why the company has transformed into a focused Nevada gold explorer, the investment case behind the Cobb Creek Gold Project, and why the newly identified Central Concealed Target has the potential to become a significant discovery. The discussion covers Nevada's world-class geology, historical drilling results, upcoming maiden drilling, permitting progress, and the key catalysts investors should watch over the next 12 months. The webinar concludes with a live Q&A where Lucas answers shareholder questions on exploration strategy, project risks and future milestones. Key Topics β’ Why Nevada is one of the world's premier gold jurisdictions β’ The Cobb Creek Gold Project investment case β’ The Central Concealed Target and exploration upside β’ Historic McColl Gold Deposit and geological potential β’ Upcoming drilling program and key catalysts β’ Corporate strategy and portfolio rationalisation β’ Live shareholder Q&A π About Homodeus Research Homodeus Research produces independent educational content featuring interviews with ASX-listed companies, helping investors better understand businesses, industries and long-term investment opportunities. π Subscribe for more CEO interviews, ASX analysis and investor education. This video is for educational purposes only and does not constitute financial advice. Investors should conduct their own research and seek professional advice before making investment decisions. Chapters 00:00 Introduction 01:35 Company overview 06:20 Why Nevada? 12:10 Cobb Creek Gold Project 20:05 Central Concealed Target 29:15 Exploration strategy 37:10 Upcoming catalysts 45:40 Live Q&A
https://www.youtube.com/embed/bBQjwTgxr9g
2026-07-30T06:40:03+00:00
https://homodeus.one/research/videos/oHmJ_pngFFM
2026-08-21T07:30:32.897Z
https://i4.ytimg.com/vi/oHmJ_pngFFM/hqdefault.jpg
Prominence Energy (ASX:PRM) on Natural Hydrogen, AI Demand & Australia's Opportunity
Could helium become one of the world's most important strategic commodities? In this Homodeus Research webinar, Wei Sim is joined by Dr Krista Davies, Chief Operating Officer of Prominence Energy (ASX:PRM) and one of Australia's leading experts in natural hydrogen exploration. The discussion explores why helium demand is accelerating due to AI infrastructure, semiconductor manufacturing, MRI machines and space applications, alongside the emerging opportunity in naturally occurring hydrogen. Dr Davies also outlines Prominence's exploration strategy across South Australia's Gawler Craton and discusses the company's key catalysts over the next 12β18 months. Topics covered β±οΈ 00:00 Introduction β±οΈ Why helium has become a critical commodity β±οΈ Natural hydrogen explained β±οΈ Why South Australia is emerging as a global exploration hotspot β±οΈ The Gawler Hydrogen Project & Northern Hinge Project β±οΈ Recent exploration results and geological validation β±οΈ Near-term catalysts and drilling plans β±οΈ Funding strategy and farm-out opportunities β±οΈ Methane optionality β±οΈ Live investor Q&A Key discussion points - Why AI and semiconductor manufacturing are reshaping helium demand. - How natural hydrogen differs from green and blue hydrogen. - Why Prominence believes its portfolio is positioned for exploration success. - Geological evidence supporting the company's projects, including soil gas and satellite results. - Expected exploration milestones, resource estimates and drilling programme. Guest: Dr Krista Davies β COO, Prominence Energy (ASX:PRM) Host: Wei Sim β Founder & Lead Analyst, Homodeus Research Subscribe for more ASX management interviews, webinars and deep-dive investment research.
https://www.youtube.com/embed/oHmJ_pngFFM
2026-07-27T08:38:32+00:00
https://homodeus.one/research/videos/PgGtncORvek
2026-08-21T07:30:32.897Z
https://i1.ytimg.com/vi/PgGtncORvek/hqdefault.jpg
The Next Battery Revolution? Why LMFP Could Transform Electric Vehicles | Firebird Metals CEO
Could LMFP (Lithium Manganese Iron Phosphate) become the next major advancement in electric vehicle batteries? In this interview, Wei Sim from Homodeus Research sits down with Ron Mitchell, Managing Director of Firebird Metals (ASX), to discuss why manganese-rich battery chemistries are attracting global attention and how LMFP could deliver lower costs, improved energy density and a more resilient battery supply chain. The conversation explores Firebird's proprietary processing technology, commercial strategy, industry partnerships and the major milestones investors should watch over the coming months. Whether you're an investor, battery enthusiast or simply interested in the future of electric vehicles, this episode provides a practical overview of one of the fastest-growing areas in battery technology. In this interview What is LMFP battery chemistry? Why battery manufacturers are looking beyond traditional LFP How manganese could reduce EV battery costs Firebird Metals' proprietary technology Commercialisation strategy and competitive advantages Global battery market outlook Upcoming company catalysts Risks and opportunities for investors Chapters 00:00 Introduction01:55 Firebird Metals overview03:20 What is LMFP?07:12 Why manganese matters12:46 Firebird's technology advantage22:38 Commercial strategy31:08 Market opportunity41:37 Industry adoption and demand outlook51:15 Key catalysts and closing thoughts β οΈ Disclaimer This interview is produced by Homodeus Research for investor education purposes only. It should not be considered financial advice. Investors should conduct their own research and consult a licensed financial adviser before making investment decisions.
https://www.youtube.com/embed/PgGtncORvek
2026-07-26T00:25:55+00:00
https://homodeus.one/research/videos/nAD0DQ3l8Gw
2026-08-21T07:30:32.897Z
https://i3.ytimg.com/vi/nAD0DQ3l8Gw/hqdefault.jpg
Qualitas (ASX: QAL): Banks Are Retreating From Real Estate β Who's Stepping In?
Qualitas (ASX: QAL) Group Managing Director Andrew Schwartz joins Homodeus Research to explain why banks are structurally retreating from real estate financing β and how Qualitas is stepping into that gap, at home and now in Europe. In this Sharewise investor webinar, Andrew and host Wei (Homodeus Research) cover: 0:00 Introduction [chapters inserted below] Qualitas is one of Australia's leading real estate alternative investment managers, with $10.9 billion in funds under management and $40 billion in real estate assets financed over an 18-year track record. This conversation covers: How the business performed through 13 consecutive rate hikes, and why the model works across both rising and falling rate environments Why more than 90% of Qualitas' committed FUM sits in closed-ended or listed structures The recent acquisition of Starz, giving Qualitas its first European platform in a market five times the size of Australia's Qualitas' proprietary AI-enabled credit execution platform and how it supports the group's upgraded margin target What recent Federal Budget changes to negative gearing and CGT mean for real estate private credit How institutional investors are re-rating Australia as a destination for real estate credit capital Qualitas' risk management approach and portfolio stress-testing assumptions IMPORTANT: This discussion took place during Qualitas' results blackout period. All statements referenced information already publicly disclosed to the ASX, including the Macquarie Australia Conference presentation (5 May 2026), the European expansion announcement (12 June 2026), and the AI initiatives update (26 June 2026). No new financial or performance information was provided, and nothing in this video constitutes financial product advice. π Learn more: qualitas.com.au π Homodeus Research: homodeus.one DISCLAIMER: This content has been produced by Homodeus Research (homodeus.one), a Corporate Authorised Representative of Sharewise Pty Ltd (AFSL 280420), unde
https://www.youtube.com/embed/nAD0DQ3l8Gw
2026-07-13T01:40:56+00:00
https://homodeus.one/research/videos/rR4L-zM178c
2026-08-21T07:30:32.897Z
https://i3.ytimg.com/vi/rR4L-zM178c/hqdefault.jpg
First Drill in 30 Years: Manhattan Gold's Hunt for the Next Nunavut Giant
Manhattan Gold Corporation [ASX: MHC] is kicking off its first modern drill campaign in 30 years at Hook Lake β a 665kmΒ² project in the second-largest greenstone belt in Canada, surrounded by neighbours Agnico Eagle and B2Gold. In this investor webinar hosted by Sharewise, Anthony Han speaks with Bay Rezos, General Manager of Manhattan Gold, covering the full 2026 exploration program: 4,000m of RC drilling across five key targets, imminent assay results, and the path to a potentially district-scale gold discovery in Nunavut. KEY HIGHLIGHTS β
JAWS resource: 285,000oz at 2.3g/t β only drilled to 190m depth, wide open at depth and along strike β
Five drill targets in 2026: JAWS, Omega (BIF), Quantum, Lotus & Spectre (high-grade VMS: 3% Cu, 95g/t Ag) β
New target Vanquish: highest gold-arsenic till anomaly in the Kaminak greenstone belt β assays imminent β
Quantum & Lotus rock chips: up to 11g/t Au + 1,400g/t Ag, never drill-tested β
Canadian government investing heavily in Nunavut Arctic infrastructure β tailwind for the sector β
20-year Inuit land agreements and 7-year drilling permits secured β
Fully funded 4,000m program with optionality to expand to 6,000β7,000m this season CHAPTERS 00:00 Introduction & Company Overview 01:13 Bay Rezos Presentation Begins 02:00 Tivovara (NSW) & Ponton (WA Uranium) Assets 03:03 Hook Lake: The 2026 Focus Project 04:06 Neighbours: Agnico Eagle & B2Gold in the Same Greenstone Belt 04:47 JAWS Resource: 285,000oz at 2.3g/t Gold 05:27 New Management Team 06:10 Why Nunavut? Community & Regulatory Advantage 07:44 Geopolitical Tailwinds: Canada's Arctic Infrastructure Push 09:40 Peer Comparison: Sizable Gold Mines in the Rankin-Ennadai Belt 10:44 2026 Field Season: All Five Targets Explained 10:58 JAWS: Depth Extension & Strike Expansion to 3km 12:06 Omega: First-Ever Drill Test of BIF Gold Target 12:36 Vanquish: New Target, Assays in the Lab Now 13:15 Spectre: High-Grade VMS Cu-Au-Ag Deposit 13:39 JAWS Drill Plan Deep Dive β Cross-Sections
https://www.youtube.com/embed/rR4L-zM178c
2026-07-09T10:06:18+00:00
https://homodeus.one/research/videos/YMbk0rYaDTU
2026-08-21T07:30:32.897Z
https://i2.ytimg.com/vi/YMbk0rYaDTU/hqdefault.jpg
The Epic Growth/Turnaround Story Behind This Overlooked HealthTech Stock Mach7 Tech (ASX:M7T)
Mach7 Technologies (ASX: M7T) CEO Teri Thomas joins Wei Sim of Homodeus Research to break down the company's turnaround, its vendor-neutral imaging platform, and why the unglamorous world of medical image management is becoming critical AI infrastructure. Teri brings a rare playbook to the role β 20 years at Epic Systems (joining when it had under 100 employees, leaving when it had over 10,000) and a prior CEO stint at ASX-listed Volpara Health Technologies, where she led a turnaround before its acquisition by Lunit. In the past year: costs down 6%, zero debt, positive operating cash flow in Q2 and Q3, and a new modular product platform (Flamingo Architecture) now live with paying customers. ββββββββββββββββββββββββββββββββββ WHAT WE COVER ββββββββββββββββββββββββββββββββββ β What a vendor-neutral archive (VNA) actually is β and why most competitors aren't truly neutral β Why AI in radiology is stalling β and what has to change first β Flamingo Architecture: Mach7's shift from archive vendor to modular imaging platform β How Teri is applying Epic's customer success playbook at Mach7 β Mach7 vs ProMedicus: frenemies sharing 12+ customers β The FDA barrier slowing AI adoption β and how hospitals could route around it β FY27 priorities: pipeline growth, product expansion, financial discipline ββββββββββββββββββββββββββββββββββ TIMESTAMPS ββββββββββββββββββββββββββββββββββ 0:00 Introduction 0:35 What Mach7 does 0:58 3 reasons to watch Mach7 now 1:21 Teri Thomas's background (Epic, Volpara) 2:43 Enterprise imaging market overview 3:44 Tailwinds: radiologist shortage, AI, interoperability 6:32 Product suite: VNA, eUnity, Flamingo 9:06 What is a vendor-neutral archive? 10:51 eUnity: zero-footprint FDA-approved viewer 12:42 Key differentiators & security 14:25 Financial snapshot 15:08 Flamingo Architecture explained 16:08 FY27 go-to-market & sales strategy 20:23 Teri's Epic learnings & leadership style 23:13 Volpara turnaround lessons 25:19 Biggest market opportunities 26:2
https://www.youtube.com/embed/YMbk0rYaDTU
2026-07-08T09:25:00+00:00
https://homodeus.one/research/videos/3ypmtn_Ac2A
2026-08-21T07:30:32.897Z
https://i4.ytimg.com/vi/3ypmtn_Ac2A/hqdefault.jpg
Semiconductor Deep Dive with YT Boon & Alpha HPA (ASX:A4N): Inside the AI Chip Supercycle
A semiconductor industry deep dive with veteran chip specialist YT Boon β a semiconductor specialist and portfolio manager with a decade of engineering experience in microprocessor and ASIC chip design across the UK, Taiwan and China, having worked at Arm, Cadence Designs, Broadcom, Global Unichip, TSMC and Huawei. YT unpacks the rapid shift underway in the semiconductor industry over the past 6-9 months: how 2025's tariff-driven supply chain disruption gave way to a renewed focus on materials and technology innovation as AI infrastructure capex from the major hyperscalers continues to accelerate into 2026 and 2027. The conversation covers why a slowing Moore's Law is redirecting industry focus toward advanced packaging, thermal management and high-purity materials, and how new classes of materials are emerging across the supply chain β from semiconductor-grade chemicals to automotive and space-grade chips. Joining the discussion is Rob Williamson, Managing Director of Alpha HPA (ASX: A4N), who brings a supply-side perspective on how high-purity alumina is being adopted as a thermal management solution in advanced chip packaging, replacing silica in next-generation applications as GPU power demands climb from a few hundred watts to over 1,000 watts. 00:00 Welcome & introductions 05:14 Setting the scene: AI, semiconductor capex and industry context 07:34 2025 supply chain disruption to 2026 reconfiguration 09:11 Hyperscaler capex acceleration (Google, Microsoft, Meta) 12:38 Moore's Law slowing β the shift to materials & equipment innovation 13:16 When did the high-purity materials trend start? 17:44 Is this an AI trend or something structural beyond AI? 20:17 Moore's Law, heat, and low/zero-alpha emission materials 22:04 Advanced packaging (CoWoS) and where alumina can displace silica 24:20 Thermal management: chip stacking, HBM and heat dissipation 27:58 Why silica is being displaced β the 1,000-watt GPU problem 29:31 Japanese and Korean customer qualification upgra
https://www.youtube.com/embed/3ypmtn_Ac2A
2026-07-08T01:02:20+00:00
https://homodeus.one/research/videos/DJS6WHDsPaU
2026-08-21T07:30:32.897Z
https://i1.ytimg.com/vi/DJS6WHDsPaU/hqdefault.jpg
The $1B ASX Stock Nvidia Doesn't Know It Needs β Alpha HPA (A4N) Deep Dive
Homodeus Research hosts Alpha HPA (ASX: A4N) Managing Director Rob Williamson for an investor webinar on one of the ASX's less obvious AI plays β a $1B+ market cap, fully-funded critical minerals business that isn't a miner at all. Alpha HPA manufactures high-purity alumina (HPA) β a performance material, not a commodity β selling into semiconductors, direct lithium extraction, batteries and pharma. The company recently closed a $225M capital raise backed by the National Reconstruction Fund, AusSuper and Orica, and now sits on $200M+ of cash funding its Stage 2 build in Gladstone, QLD. Rob walks through the technology, the customer base, and why Alpha is structurally positioned on the supply side of the AI capex boom. What's covered: - The solvent extraction technology and proprietary HPA precursor IP β trade secrets protected "like the Coca-Cola recipe" - Stage 1 vs Stage 2: a $700M build, ~$260M already deployed, ramping toward ~$300M EBITDA by 2027β2028 - Why Alpha's cash cost (~$7/kg) undercuts Japanese incumbents Sumitomo Chemical and Nippon Light Metal (~$12β15/kg) β cheaper AND greener - Thermal fillers: how HPA solves the heat problem in advanced-node AI chips as GPU power draw pushes past 1,000 watts - Alpha radiation and "bit flips" β the ultra-low-alpha specification required for TSMC's advanced packaging, and why a competitor gave up trying to match it - CMP polishing, the nano-alumina product, and a 50% higher removal rate vs industry-standard aluminas - The 5,000-tonne battery LOI and anode-coating applications for LFP chemistry - Alpha Sapphire: the GaN-on-sapphire power semiconductor sideline - 118% LOI subscription on the 10,000-tonne Stage 2 plant, and Rob's read on customer sentiment from recent trips to Taiwan and Hong Kong Chapters: 00:00 Introduction β why Alpha HPA is an interesting story right now 01:57 What Alpha HPA actually is (hint: not a miner) 04:57 Stage 1 vs Stage 2 β the $700M Gladstone build 07:56 Inside the tech: solvent extraction
https://www.youtube.com/embed/DJS6WHDsPaU
2026-07-03T01:44:27+00:00
https://homodeus.one/research/videos/wJiKNGnIgts
2026-08-18T23:00:04.489Z
https://i4.ytimg.com/vi/wJiKNGnIgts/hqdefault.jpg
Canadian Phosphate: A Critical Mineral Story Across Food Security, Batteries and Geopolitics
Phosphate is best known as a key fertiliser input β but it is also becoming increasingly important to LFP battery supply chains and strategic resource security. In this investor webinar, Canadian Phosphate discusses its North American phosphate strategy, including its 100%-owned Wapiti and Fernie projects in Canada, the recently acquired Diamond Mountain phosphate project in Utah, and the companyβs ambition to become a major supplier of phosphate fertiliser using high-grade, low-impurity rock phosphate. The discussion covers why phosphate matters for food security, why Canada currently imports 100% of its phosphate needs, the role of Morocco, China and the US in global phosphate supply, and how phosphate could also play into the battery-grade phosphoric acid market for LFP batteries. Topics covered include: * Why phosphate is a critical input for fertiliser and food production * Canadaβs reliance on imported phosphate * Wapiti, Fernie and Diamond Mountain project updates * The role of phosphate in LFP batteries * Novaphos and potential battery-grade phosphate upside * North American supply-chain security * Drilling, permitting and feasibility study timelines * The strategic importance of domestic phosphate supply This video is for informational purposes only and does not constitute financial advice. Viewers should do their own research and seek professional advice before making investment decisions.
https://www.youtube.com/embed/wJiKNGnIgts
2026-06-27T02:07:07+00:00
https://homodeus.one/research/videos/l02w_uRTnGQ
2026-08-06T10:15:51.810Z
https://i1.ytimg.com/vi/l02w_uRTnGQ/hqdefault.jpg
Lithium, Graphite & a Data Centre Surprise: Greenwing Resources (ASX: GW1)
Homodeus Research hosts Greenwing Resources (ASX: GW1) Managing Director Peter Wright for an investor webinar covering the company's three-pronged critical minerals strategy β and an unexpected data centre opportunity in Tasmania. With a ~$40M market cap, ~$3M cash and no debt, Greenwing is positioning for a critical minerals recovery across lithium, graphite and polymetallic assets. Peter walks through the investment thesis, the supply/demand dislocation he sees building in lithium and graphite, and how the team plans to unlock value across all three projects in 2026. What's covered: - San Jorge Lithium Brine Project (Argentina) β a 100%-owned salar in the lithium triangle, one of only four companies that can claim an entire salar, plus 38,000 ha surrounding tenure and a strategic investor process underway - Grafmada Graphite Project (Madagascar) β a 62Mt resource and past producer qualified into the EU and US, under mining lease to 2042 - Kew River (Tasmania) β a polymetallic open-pit (gold, silver, zinc, lead, copper) with scoping study cash flows in excess of $100M, plus a compelling data infrastructure opportunity (63MW hydropowered substation, 200+ megalitres of water, cool-climate secure site) - The lithium market maths: ~2Mt added in 16 years vs ~5Mt needed by 2030 - China's 90% grip on natural graphite and the strategic-minerals angle - Capital allocation, funding strategy and the path to a strategic partner Presented by Anthony for Homodeus Research, with audience Q&A. CHAPTERS 0:00 Welcome & introduction 1:36 Greenwing Resources overview 2:42 Investment thesis & critical minerals outlook 5:40 The three assets at a glance 11:49 Lithium market: the supply/demand dislocation 15:09 Graphite fundamentals & China supply risk 17:27 The team & board 19:26 San Jorge Lithium Project (Argentina) 23:27 Grafmada Graphite Project (Madagascar) 25:47 Kew River: polymetallic mining + data centre opportunity 30:21 Summary & 2026 objectives 31:51 Audience Q&A 47:51 Closing
https://www.youtube.com/embed/l02w_uRTnGQ
2026-06-20T01:46:21+00:00
https://homodeus.one/research/videos/Ux6gSyL1FTc
2026-08-05T12:30:49.432Z
https://i2.ytimg.com/vi/Ux6gSyL1FTc/hqdefault.jpg
$1M in 7 Weeks: Inside Xenitra's OPAL Tokenisation Play | ASX: XEN
Western brands, Chinese consumers, and loyalty points on the blockchain β Xenitra Group (ASX: XEN) is doing something genuinely new on the ASX. In this Homodeus Research investor webinar, founder Wei Sim sits down with Dr Anthony Noble, Executive Chairman of Xenitra, to unpack the company's transformation from the former AUMake tourism business into a focused China FMCG brand accelerator built on three growth pillars: - Nutritionals β a streamlined, B2B-led channel selling household-name brands into China, recently anchored by a ~$30M Danone-related contract with conglomerate RockCheck. - OTC Medicines β a fast-emerging cross-border opportunity, now operational via the Fukang pharmacy acquisition, a wholesale + retail licence, and a leadership hire out of JD Health. - OPAL Tokenisation β one of the first real-world-asset (RWA) tokenisation platforms applied to mainstream FMCG distribution on the ASX, with $1M+ in sales and 500+ distribution partners in under two months. Dr Noble explains how the OPAL token works as an appreciating loyalty asset (think Qantas Frequent Flyer, but the points get MORE valuable over time), the regulatory framework in Hong Kong, the path to cash-flow positivity, and where he sees the biggest upside heading into FY27. Guest: Dr Anthony Noble, Executive Chairman, Xenitra Group (ASX: XEN) Host: Wei Sim, Founder, Homodeus Research CHAPTERS 00:00 Introduction & investment thesis 01:26 From AUMake to Xenitra: the turnaround 02:02 The brand accelerator model 05:13 Three sales channels overview 06:02 The OTC medicines opportunity 07:04 What is RWA tokenisation? 10:33 OTC deep dive & the Fukang pharmacy acquisition 13:53 OPAL tokens explained 16:41 The Zen Shop & the rewards flywheel 23:14 Key takeaways 25:17 Q&A begins 25:34 What's driving the tokenised sales growth? 26:43 Path to cash-flow positivity & capital needs 27:58 OTC vs nutritionals: comparing the segments 32:38 Regulatory & compliance: OPAL, ASIC and Hong Kong π Research & subscribe:
https://www.youtube.com/embed/Ux6gSyL1FTc
2026-06-13T03:32:31+00:00
https://homodeus.one/research/videos/Z8JWINMxPqU
2026-08-05T04:00:06.970Z
https://i3.ytimg.com/vi/Z8JWINMxPqU/hqdefault.jpg
Provaris Energy: The Capital-Light Play on Europe's Hydrogen & CO2 Supply Crunch (ASX: PV1)
Provaris Energy (ASX: PV1) is developing proprietary tank designs to store and ship two energy-transition commodities β compressed hydrogen and liquid CO2 β targeting Europe, where regulation, infrastructure spend and a looming supply deficit are converging into the 2030s. In this webinar, Homodeus Research founder Wei Sim speaks with Provaris CEO Martin Carolan about the company's inflection point: moving from engineering and approvals into commercialisation. We unpack the capital-light model (licensing tank IP plus carried interest, with revenue starting at construction rather than owning fleets), the Tier-1 partnerships with K-Line and Yinson, the competitive edge over ammonia and liquid hydrogen carriers, and the near-term catalysts β FEED completion, class/GASA approvals and FID-readiness by year-end. Martin also walks through a conceptual single-project revenue opportunity of roughly US$30β35m (approaching A$50m) β a multiple of the company's current market cap. β CHAPTERS β 00:00 Intro: who is Provaris Energy 01:30 Company overview, strategy & the commercialisation inflection point 03:27 Why Europe? Hydrogen, CO2 & shorter shipping distances 05:07 What's driving the supply deficit into the 2030s 13:54 Growth vs returns: dividends, capital allocation & the board 15:27 The revenue model: licensing fees, carried interest & per-project economics 17:47 Competitive landscape vs ammonia & liquid hydrogen 19:49 Capacity constraints, fabrication & the GTT question 21:35 Catalysts & milestones to watch over the year ahead β GUEST β Martin Carolan, CEO, Provaris Energy (ASX: PV1) β HOST β Wei Sim, Founder, Homodeus Research β independent, AI-augmented equity research on ASX SMID-cap technology and growth companies. π homodeus.one #ProvarisEnergy #ASX #PV1 #Hydrogen #CarbonCapture #CO2 #EnergyTransition #ASXStocks #SmallCaps #CleanEnergy #InvestorInterview #Homodeus β DISCLAIMER β This interview is general information only and does not constitute financial product advic
https://www.youtube.com/embed/Z8JWINMxPqU
2026-06-09T12:47:49+00:00
https://homodeus.one/research/videos/KTRXuswgjTE
2026-08-04T11:45:07.440Z
https://i4.ytimg.com/vi/KTRXuswgjTE/hqdefault.jpg
The $40M Biotech With a June Phase 3 Catalyst: Avecho on CBD for Insomnia (ASX: AVE)
Wei Sim is joined by Dr Paul Gavin, CEO of Avecho Biotechnology (ASX: AVE), to walk through one of the more intriguing catalyst-driven stories on the ASX small-cap biotech scene. Avecho has spent six years developing a proprietary cannabidiol (CBD) capsule enhanced with its TPM drug-delivery technology, which significantly boosts CBD absorption versus existing products. The company is targeting insomnia β a market affecting an estimated 10β30% of the global population (200M+ patients) β and is aiming to become the first pharmaceutical CBD product registered with the TGA. Dr Gavin discusses: β’ The TPM technology and why absorption matters (the "better Epidiolex" thesis) β’ The Sandoz licensing deal for Australian commercial rights, including upfront, milestone and royalty terms β’ The pivotal Phase 3 trial design β dual primary endpoints, the placebo run-in, and the upcoming interim analysis (targeted late June) β’ What an interim result means for the path forward, whether the trial completes or recruits an additional cohort β’ The shifting US FDA landscape and a potential accelerated single-Phase-3 approval pathway β’ Commercialisation timelines, label-expansion opportunities (anxiety, depression, IBS/IBD, osteoarthritis, menopause) and the long-term M&A endgame Avecho's interim analysis is one of the nearest-term binary catalysts in the space, and this conversation unpacks both the upside and the risks heading into the readout. β±οΈ Recorded June 2026. β οΈ This content is general information only and does not constitute financial or investment advice. It does not take into account your objectives, financial situation or needs. Biotech investments β particularly pre-revenue, single-catalyst stocks β carry significant risk, including the risk of total loss. Always do your own research and consider seeking advice from a licensed financial adviser. Sharewise/Homodeus may receive fees in connection with covered companies; see full disclosures.
https://www.youtube.com/embed/KTRXuswgjTE
2026-06-06T10:15:39+00:00
https://homodeus.one/research/videos/KaLfijnssZQ
2026-08-03T10:30:06.288Z
https://i4.ytimg.com/vi/KaLfijnssZQ/hqdefault.jpg
Lac Carheil: Canada's Next Integrated Graphite Play β Metals Australia (ASX:MLS)
Homodeus Research speaks with Paul Ferguson, CEO of Metals Australia (ASX: MLS), about the Lac Carheil Graphite Project in Quebec β a high-grade flake graphite resource and a planned battery anode material (BAM) refinery that management positions as Canada's next fully integrated, mine-to-anode graphite play. Paul covers the upstream mine near Fermont, the downstream refinery planned for Baie-Comeau (subject of a Preliminary Economic Assessment released 28 April 2026), the grade advantage over peer Nouveau Monde Graphite, Canada's critical minerals funding backdrop, and the structural demand case for natural graphite in lithium-ion battery anodes. π§ Listen / read research: https://homodeus.one π Company: https://metalsaustralia.com.au ββββββββββββββββββββ CHAPTERS ββββββββββββββββββββ 0:00 Introduction & Paul Ferguson's background 2:00 Metals Australia overview & project portfolio 6:00 The Quebec graphite project: an integrated mine-to-anode solution 8:30 Downstream BAM refinery at Baie-Comeau (PEA) 10:00 Upstream mine, the resource & mineral endowment 12:30 Resource scale: ~5.1Mt and decades of supply potential 14:00 Demand outlook & Canada's critical minerals plan 15:00 The flake graphite concentrate plant & PFS 17:00 Conservative pricing vs Canada's announced floor price 18:00 Downstream refinery economics (~A$2bn NPV) 20:00 Benchmarking MLS against Nouveau Monde Graphite 26:00 Next steps: PFS, feasibility study & environmental work 29:00 Q&A: Canadian & Quebec government support 33:00 PFS timeline and what's left to do 34:00 Nouveau Monde's FID β the read-through for MLS 36:00 Natural vs synthetic graphite 38:00 Policy, tariffs & the macro backdrop 40:00 Countering China's supply-chain dominance 42:00 Q&A: supply/demand and the PFS β FEED β FID timeline 46:00 Cash balance & quarterly spend 48:00 The path to first off-take agreements 50:30 Closing remarks ββββββββββββββββββββ KEY POINTS DISCUSSED ββββββββββββββββββββ - Lac Carheil resource: ~50Mt at ~10.2% Cg f
https://www.youtube.com/embed/KaLfijnssZQ
2026-05-24T04:47:57+00:00
https://homodeus.one/research/videos/yyKoOVIH20g
2026-08-01T04:00:14.212Z
https://i2.ytimg.com/vi/yyKoOVIH20g/hqdefault.jpg
40% Antimony at Surface, Drilling This Quarter | Red 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 β 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. β¬β¬β¬β¬β¬β¬β¬β¬β¬β¬β¬β¬β¬β¬β¬β¬β¬β¬β¬ π KEY TAKEAWAYS β’ Critical minerals explorer-developer, dual-listed ASX:RMX and OTCQB:RMXFF, capped under A$20M with over A$2M cash at end of quarter, focused on antimony-gold across Australia and the US β’ Four-pillar investment framework β commodity, projects, jurisdictions, timing β and Nic's case for why all four currently align for RMX β’ Antimony supply sits 85β90% with China, Russia and Tajikistan; classified by the US as a national security issue; end uses (armour-piercing rounds, semiconductors, night vision, infrared sensors, solar PV, fire retardants) are difficult to substitute β’ China's late-2024 export bans drove antimony ~6x to ~A$95,000/tonne. Controls have since been relaxed; per Nic's understanding, they will be reinstated in September β’ Armidale Antimony-Gold (NSW) β flagship on the Southern New England Orogen, the same province as Larvotto Resources' (ASX:LRV) Hillgrove, Australia's largest antimony deposit. Nearly 2,000 surface samples completed across 2025β26; results up to ~40% stibnite with 1g/t associated gold; multi-kilometre soil anomaly coincident in Au-As-Sb, five priority targets defined for the maiden drill program β’ Utah Antimony Project β acquired for proximity to American Tungsten & Antimony's (ASX:AT4) Antimony Canyon Project; claims overlie the same Flagstaff stratigraphy that hosts AT4's resource. Geophysics planned to map controlling N-S faults β’ Thompson Falls (the project Nic said he's "most excited about") β 4-5km from United States Antimony Corp's Stibnite Hill Mine, recently re-entered production, and p
https://www.youtube.com/embed/yyKoOVIH20g
2026-05-10T23:31:47+00:00
https://homodeus.one/research/videos/9RLk8-ovya4
2026-07-30T05:15:13.858Z
https://i2.ytimg.com/vi/9RLk8-ovya4/hqdefault.jpg
Delorean Corporation (ASX:DEL) Joseph Oliver with | Webinar | 13/04/26
Watch our webinar with Delorean Corporation, featuring Managing Director and Co-Founder Joseph Oliver. The webinar will commence with a presentation, followed by a live Q&A with the audience, providing you the opportunity to ask Joseph any questions about DEL that you may have. Key Topics: -The role Bioenergy can play in a zero-carbon future -How businesses can harness food and other organic waste to generate renewable natural gas for their operation -Delorean's project portfolio and future for Australia's bioenergy industry. ----------------- Delorean Corporation Ltd (ASX:DEL) is Australiaβs leading bioenergy infrastructure developer, having constructed 4 out of 6 anaerobic digestion projects across Australia and New Zealand converting organic waste to renewable gas. The company is building out a national pipeline of over $200M+ build-own-operate renewable gas infrastructure portfolio through a blended finance approach with strong economics backed by government grants, strategic partnerships, and long-term offtake agreements. // Homodeus Research β differentiated, AI-augmented equity research on ASX SMID-cap and growth stocks. Sign up for free research access at π https://homodeus.one
https://www.youtube.com/embed/9RLk8-ovya4
2026-04-18T06:15:57+00:00