Could RareX (ASX) be entering a new phase as exploration at Khaleesi shows signs of a potential copper porphyry system while the company advances its broader rare earths and critical minerals strategy?

In this episode of the Homodeus Research Podcast, RareX Managing Director James Durrant discusses the company's three-pillar strategy spanning the advanced Cummins Range project, high-impact exploration at Khaleesi and Piper, and the potentially transformational Mrima Hill opportunity in Kenya through its consortium with Iluka Resources.

James explains why recent drilling at Khaleesi has increased RareX's interest in the potential for a copper porphyry system, while also outlining the upcoming exploration program at Piper and the development pathway for Cummins Range.

The discussion also explores Mrima Hill's rare earth and niobium potential, RareX's relationship with Iluka Resources, the importance of downstream processing infrastructure such as Eneabba, the company's investment portfolio and funding position, and how geopolitical shifts are reshaping global critical mineral supply chains.

The episode concludes with a discussion of RareX's upcoming drilling, assay results, development milestones and the key catalysts investors should watch.

TOPICS COVERED

- RareX's three-pillar growth strategy

- Cummins Range rare earths and critical minerals project

- Khaleesi and potential copper porphyry mineralisation

- Upcoming exploration at Piper

- Mrima Hill rare earths and niobium opportunity

- Consortium with Iluka Resources

- Eneabba and downstream critical minerals processing

- Project development and PFS timelines

- RareX's investment portfolio and funding position

- Geopolitics and critical mineral supply chains

- Upcoming exploration and development catalysts

Can Dimerix build a global kidney disease business around two clinical-stage drug candidates?

Dimerix (ASX: DXB) Managing Director and CEO Nina Webster joins Homodeus Research to discuss the company’s kidney disease pipeline, led by DMX200 and DMX652.

DMX200 is being evaluated as a potential treatment for focal segmental glomerulosclerosis (FSGS) in the fully recruited global Phase 3 ACTION3 trial. Nina explains the trial’s clinical endpoints, the significance of its five international commercial partnerships and the milestones leading to top-line results expected in the first half of 2028.

The discussion also explores DMX652, Dimerix’s Phase 2 candidate for acute kidney injury following cardiac surgery, including its clinical development program and upcoming milestones.

Nina also addresses funding, orphan drug designation, competition, drug pricing, reimbursement, additional licensing opportunities and the key catalysts investors should be watching.

TOPICS COVERED

- Dimerix’s two-drug kidney disease pipeline

- DMX200 and the Phase 3 ACTION3 trial

- FSGS and the global treatment opportunity

- Proteinuria and eGFR clinical endpoints

- Five international commercial partnerships

- Potential indications beyond FSGS

- DMX652 and acute kidney injury

- Phase 2 development milestones

- Orphan drug designation

- Competition and complementary treatments

- Drug pricing and reimbursement

- Funding and capital requirements

- Global licensing opportunities

- Key investor catalysts through 2028

How does a 100-year-old Australian investment manager combine long-term investing principles with modern quantitative strategies?

In this episode of the Homodeus Research Podcast, Angus Gluskie, Managing Director of Whitefield Investments, discusses how Whitefield has evolved since its founding in 1923 and how quantitative investment techniques now sit alongside the firm's long-term investment philosophy.

Angus explains the strategies behind Whitefield Industrials and Whitefield Income, including portfolio construction, monthly franked dividends, the role of earnings cycles, and why Whitefield remains focused on Australian equities.

The discussion also explores how Whitefield uses data and AI as tools within its investment process, the benefits of staying fully invested, the role of compounding, and how income-focused equity strategies compare with alternatives such as bonds.

The episode concludes with investor Q&A covering proprietary data, portfolio construction, costs, long-term returns and how Whitefield's quantitative models have evolved over time.

Topics Covered

- Whitefield's 100-year investment history

- The shift from traditional to quantitative investing

- How Whitefield uses AI

- Whitefield Industrials

- Whitefield Income

- Monthly franked dividends

- Earnings-cycle investing

- Portfolio construction

- Compounding and long-term wealth creation

- Australian equities versus bonds

- Live investor Q&A

Further Reading & Listening

🎧 GU Cast | Urology Podcast – "Is Copper the new Gold??! Co-PSMA trial in European Urology"

https://www.podchaser.com/podcasts/gu-cast-urology-podcast-2221144/episodes/is-copper-the-new-gold-co-psma-292293994

📄 European Urology – Co-PSMA Trial Publication

https://doi.org/10.1016/j.eururo.2026.03.001

These resources were referenced during the webinar and provide additional clinical context around the Co-PSMA trial and the development of Cu-64 SAR-bisPSMA.

Can Clarity Pharmaceuticals (ASX:CU6) become a global leader in radiopharmaceuticals for prostate cancer?

In this episode of the Homodeus Research Podcast, Dr Alan Taylor, Executive Chair of Clarity Pharmaceuticals, discusses the company's differentiated copper-based radiopharmaceutical platform, progress across its Phase 3 clinical programs, and the commercial opportunity for next-generation prostate cancer imaging and therapy.

Dr Taylor explains why Clarity chose copper isotopes over conventional imaging agents, the science behind the company's proprietary SAR technology, and how its platform is designed to improve both cancer diagnosis and treatment.

The discussion covers the landmark Co-PSMA study, progress across the CLARIFY, AMPLIFY and ACCURACY Phase 3 trials, manufacturing strategy, intellectual property, regulatory pathway, commercialisation plans and the long-term outlook for radiopharmaceuticals in oncology.

The episode concludes with an extensive live investor Q&A covering competitive positioning, partnerships, M&A, manufacturing capacity, future pipeline expansion and the key catalysts investors should watch over the coming 12–24 months.

Whether you're interested in biotechnology, nuclear medicine, oncology or ASX healthcare companies, this episode provides a comprehensive overview of one of Australia's leading radiopharmaceutical developers.

Topics Covered

- Introduction to Clarity Pharmaceuticals

- Why copper isotopes may outperform existing imaging agents

- The science behind the SAR technology platform

- Co-PSMA clinical trial results

- CLARIFY, AMPLIFY & ACCURACY Phase 3 programs

- Commercialisation strategy

- Manufacturing and intellectual property

- Regulatory pathway and future milestones

- Expansion beyond prostate cancer

- Live investor Q&A

Can Flexiroam (ASX:FRX) become a global leader in eSIM connectivity?

In this episode of the Homodeus Research Podcast, Founder & CEO Jef Ong and CFO Grant Wong discuss Flexiroam's transformation from a travel eSIM provider into a global connectivity platform serving consumers, enterprises and IoT devices across more than 200 countries and regions.

Jef explains why he returned as CEO to lead the company's next phase of growth, how Flexiroam navigated the challenges of the COVID-19 pandemic, and the strategic initiatives that have repositioned the business for sustainable, recurring revenue growth.

The discussion explores the rapid adoption of eSIM technology, expanding enterprise and IoT opportunities, strategic partnerships with Etihad Airways and DragonPass, AI-driven customer support, financial performance, and the long-term outlook for global mobile connectivity.

The episode concludes with a live investor Q&A covering customer acquisition, competitive positioning, profitability, international expansion and future growth catalysts.

Whether you're interested in telecommunications, travel technology, enterprise connectivity or ASX technology companies, this episode provides a comprehensive overview of Flexiroam's business model, competitive advantages and long-term strategy.

Topics Covered

- Flexiroam's journey from startup to ASX-listed company

- Why Jef Ong returned as CEO

- The global eSIM market opportunity

- Consumer, enterprise and IoT connectivity

- Partnerships with Etihad Airways and DragonPass

- AI and automation across the business

- Recurring revenue and financial turnaround

- International expansion strategy

- Key growth catalysts

- Live investor Q&A

Can Green & Gold Minerals (ASX:GG1) become one of North Queensland's next significant gold and critical minerals explorers?

In this episode of the Homodeus Research Podcast, Quentin Hill, Managing Director of Green & Gold Minerals, discusses the company's strategy to build a diversified exploration portfolio spanning gold, copper, tin and silver across one of Australia's most prospective mining regions.

Quentin explains the investment case behind the Wandoo Gold Project, the acquisition of the Herberton Critical Metals Project, and how Green & Gold Minerals is combining resource growth, regional consolidation and disciplined exploration to create long-term shareholder value.

The discussion covers the company's existing mineral resources, high-priority exploration targets, upcoming drilling programs, development strategy and the key catalysts investors should watch over the next 12 months. Quentin also shares his outlook on the current gold market, the growing importance of critical minerals, and why North Queensland is emerging as a highly attractive exploration jurisdiction.

The episode concludes with a live investor Q&A covering exploration priorities, project economics, regional opportunities and future growth plans.

Whether you're interested in ASX gold stocks, copper explorers or Australia's critical minerals sector, this episode provides a comprehensive overview of Green & Gold Minerals' investment thesis and long-term strategy.

Topics Covered

- Introduction to Green & Gold Minerals

- Investment thesis and company strategy

- Wandoo Gold Project overview

- Herberton Critical Metals Project

- Gold, copper, tin and silver opportunities

- North Queensland exploration potential

- Resource growth strategy

- Upcoming drilling programs

- Near-term catalysts

- Live investor Q&A

Can Australia build sovereign AI infrastructure that competes on the global stage?

In this episode of the Homodeus Research Podcast, David Keane, Co-Founder & CEO, and Rahul Vaidya, CFO, of SCX.ai (ASX:SCX) discuss the company's vision to build Australia's sovereign AI infrastructure and why access to high-performance AI compute is becoming a strategic national capability.

The discussion explores SCX.ai's AI factory strategy, the launch of Node One, the transition from AI training to inference, and how enterprises are increasingly seeking secure, low-latency AI infrastructure hosted within Australia. Management explains why sovereign AI is emerging as a key theme for governments and businesses, and how SCX.ai aims to capitalise on this structural shift.

David and Rahul also discuss customer adoption, infrastructure economics, capital allocation, scalability, and the long-term opportunity created by accelerating demand for enterprise AI and GPU computing.

During the discussion, the team also demonstrates SCX.ai's public benchmarking platform, allowing users to compare AI model performance, latency and response speeds in real time.

Try the benchmark yourself:

https://scx.ai/benchmarks

Whether you're interested in artificial intelligence, cloud infrastructure or emerging ASX technology companies, this episode provides an in-depth look at one of Australia's newest AI infrastructure businesses.

Topics Covered

- Introduction to SCX.ai

- Why sovereign AI matters

- AI factories and GPU infrastructure

- The shift from AI training to inference

- Node One and future infrastructure rollout

- Customer adoption and enterprise demand

- AI infrastructure economics

- Capital allocation and growth strategy

- Live AI benchmark demonstration

- Future catalysts and investor Q&A

Can the next major AI investment opportunity come from solving one of artificial intelligence's biggest infrastructure challenges?

In this episode of the Homodeus Research Podcast, Tim Wither, Managing Director of Critical Resources (ASX:CRR), is joined by Eric Martinez Gurrea, Technical Adviser, to discuss the company's entry into two-phase spray cooling technology and why advanced thermal management could become a critical enabler of next-generation AI infrastructure.

As AI models continue to demand exponentially more computing power, traditional air cooling systems are approaching their practical limits. Tim and Eric explain how two-phase cooling works, why it can improve thermal performance and energy efficiency, and how the technology could support higher-density AI servers and hyperscale data centres.

The discussion also explores the size of the global data centre cooling market, the commercialisation pathway, technology validation, intellectual property strategy, and the long-term opportunity created by the rapid expansion of AI infrastructure worldwide.

Whether you're interested in artificial intelligence, semiconductors, data centres or emerging ASX technology companies, this episode provides an in-depth look at one of the fastest-growing segments supporting the AI revolution.

Topics Covered

- Why AI is transforming data centre infrastructure

- The growing importance of advanced cooling technologies

- How two-phase spray cooling works

- Limitations of conventional air cooling

- Energy efficiency and higher computing density

- Commercialisation strategy and technology validation

- Intellectual property and competitive positioning

- Global market opportunity for AI infrastructure

- Key milestones and future catalysts

- Live investor Q&A

Can Alterity Therapeutics (ASX:ATH) become the first company to develop a disease-modifying treatment for Multiple System Atrophy (MSA)?

In this episode of the Homodeus Research Podcast, Dr David Stamler, Managing Director & CEO of Alterity Therapeutics, discusses the company's lead therapeutic candidate, ATH434, and the latest progress toward a pivotal Phase 3 clinical trial following alignment with the U.S. Food and Drug Administration (FDA).

Dr Stamler explains the underlying science behind ATH434, how abnormal iron accumulation contributes to neurodegenerative disease, and why Alterity believes its therapy has the potential to slow disease progression rather than simply manage symptoms.

The discussion explores recent clinical data, biomarker results, the significance of the FDA's feedback on the Phase 3 registration pathway, the recently granted U.S. composition-of-matter patent, commercial opportunities in rare neurological diseases, and the key milestones investors should watch over the coming years.

Whether you're an investor interested in biotechnology, neuroscience or ASX healthcare companies, this episode provides a comprehensive overview of Alterity's science, regulatory strategy and long-term growth potential.

Topics Covered

- Overview of Alterity Therapeutics

- Understanding Multiple System Atrophy (MSA)

- How ATH434 works

- FDA agreement on the Phase 3 registration study

- Clinical trial and biomarker results

- The significance of the new U.S. patent

- Commercial opportunity for disease-modifying therapies

- Pipeline and future development strategy

- Key regulatory and clinical catalysts

- Live investor Q&A

Can Complii FinTech Solutions (ASX:CF1) become the software infrastructure powering Australia's capital markets?

In this episode of the Homodeus Research Podcast, Craig Mason, Executive Chair of Complii FinTech Solutions (ASX:CF1), discusses the company's vision to build an integrated software ecosystem for stockbrokers, corporate advisers, wealth managers and listed companies.

Craig explains how Complii has evolved from a compliance software provider into a comprehensive capital markets SaaS platform, offering solutions across CRM, compliance, registry, capital raising, investor engagement and corporate advisory workflows. He also shares how artificial intelligence is being integrated throughout the platform to improve productivity, automate repetitive tasks and create additional value for customers.

The discussion explores Complii's recurring revenue model, customer acquisition strategy, enterprise opportunities, product roadmap and long-term growth outlook, while highlighting the structural trends driving digital transformation across financial services.

The episode concludes with a live Q&A, where Craig answers shareholder questions on product development, acquisitions, AI strategy, profitability and future growth opportunities.

Topics Covered

- Overview of Complii FinTech

- Building an end-to-end capital markets software platform

- AI integration across Complii's products

- CRM, compliance and registry solutions

- Capital raising and investor engagement software

- Recurring SaaS revenue strategy

- Enterprise customer opportunities

- Product roadmap and acquisitions

- Financial outlook and long-term growth

- Live investor Q&A