On the Couch

Welcome to the latest episode of 'On the Couch'. This occasional podcast series of chats with brokers, CEOs, and fund managers aims to give you an insight into the investing world.

In this episode, I am talking to Jon Pilcher CEO of Neuren Pharma (NEU).
Jon is an old friend, having chatted around 2-year ago about the exciting new drug and deal the company had done with Acadia on its 'Daybue' drug for Rett Syndrome.
A lot has happened since then and plenty more to come.
2025 is shaping up to be another good year for NEU. Cashed up with leverage to its new drug in trials NNZ 2591. A terrific opportunity to hear this success story first hand.

Disclaimer: This is general advice only and you should consult your financial adviser regarding any of the thoughts, ideas or insights in this podcast.
 

Welcome to the latest episode of 'On the Couch'. This occasional podcast series of chats with brokers, CEOs, and fund managers aims to give you an insight into the investing world.

In this episode, Henry Jennings is joined by good friend Adam Dawes, Senior Investment Adviser at Shaw and Partners.

As always, a delight to have Adam on the podcast as he talks some very interesting stock picks. No wishy-washy stuff here with high-conviction sectors and specifics. Sit back and enjoy.

NXL is the stock code if you are wondering.

Disclaimer: This is general advice only and you should consult your financial adviser regarding any of the thoughts, ideas or insights in this podcast.

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Welcome to the latest episode of 'On the Couch'. This occasional podcast series of chats with brokers, CEOs, and fund managers aims to give you an insight into the investing world.

In this episode, Henry Jennings is joined by Professor Stephen R. Foerster.

Stephen is an investment historian, award-winning author, and professor of finance. He has just released his latest book: Trailblazers, Heroes, and Crooks: Stories to Make You a Smarter Investor.

In his book, he delves into key stories from history, teaching lessons about sound principles of investing, and controlling emotions and bias when managing your investment portfolio to help you become a stronger, more intelligent investor.

• What a Roman general, the NY Mets, and Cristiano Ronaldo teach us about investing today.
• Why investing success requires we act rationally and how our emotions and bias often get in the way. The dangers of impulsivity: what not to do when investing (thanks to history!).
• Learning from legends: how to develop an evidence-based investment philosophy that helps you achieve your financial goals.
• Three levers to achieve our financial goals: how much we save and invest, how long we save and invest, and what returns we expect.
• For anyone starting on their investment journey, what would be the most important lesson you could give them?
• What is the best advice anyone has ever given you?
• What has been your biggest mistake and what did you learn from it?
• How about your success, what did that teach you?

Disclaimer: This is general advice only and you should consult your financial adviser regarding any of the thoughts, ideas or insights in this podcast.

Why not sign up for a free trial? Get access to expert insights and research and become a better investor.

Use the promo code 'OTC24' for a discount on subscriptions 6 months and over.

Subscribe now for in-depth market analysis, stock recommendations, investment and ideas strategies, and the suite of Marcus Today tools to manage your portfolio.

Welcome to the latest episode of 'On the Couch'. This occasional podcast series of chats with brokers, CEOs, and fund managers aims to give you an insight into the investing world.

In this podcast, Henry Jennings is joined by Jonathon Higgins, Head of Research, MD Unified Capital Partners.

Many of you will be familiar with Jonathon from previous podcasts.

He has worked in equities research for approximately a decade, having held previous roles at Shaw and Partners and Bell Potter Securities.

During that period, Jonathon has covered a range of sectors including telecommunications, healthcare, financials, payments and broader industrials, with a focus on structural growth.

Jonathon has a passion for financial markets and a desire to get out and meet the new wave of entrepreneurial emerging high-quality companies.

Talking points:

• Reporting season? Any standouts?
• What are your three favourite stocks currently?
• Have you been surprised by the rise and turnaround in ZIP?
• Are there any lessons we can learn from that?
• How do you handle the volatility of reporting season?
• Any advice you can give investors on coping with volatility?
• Is there a sleeper stock out there?

Disclaimer: This is general advice only and you should consult your financial adviser regarding any of the thoughts, ideas or insights in this podcast.

Why not sign up for a free trial? Get access to expert insights and research and become a better investor.

Use the promo code 'OTC24' for a discount on subscriptions 6 months and over.

Subscribe now for in-depth market analysis, stock recommendations, investment and ideas strategies, and the suite of Marcus Today tools to manage your portfolio.

Welcome to another episode of 'On the Couch'. This occasional podcast series of chats with brokers, CEOs, and fund managers aims to give you an insight into the investing world.

In this episode, Henry Jennings is joined by Scott Kirkland, CEO and Co-Founder at EMVision Medical Devices (ASX: EMV).

Scott has held several senior sales positions, including Head of Client Sales at Quantcast, a US-based technology company, before establishing EMVision as a leader in innovative neurodiagnostic technology.

In this episode they talk:

• What is EMV trying to achieve?
• Why is it important?
• What progress has EMV made with Emu and First Responder?
• How long do the trials take?
• When can we expect the first revenue?
• How is the cash position?
• What are the milestones and catalysts for investors in the next 12 months?
• Why should investors buy EMV?

Disclaimer: This is general advice only and you should consult your financial adviser regarding any of the thoughts, ideas or insights in this podcast.

Why not sign up for a free trial? Get access to expert insights and research and become a better investor.

Use the promo code 'OTC24' for a discount on subscriptions 6 months and over.

Subscribe now for in-depth market analysis, stock recommendations, investment and ideas strategies, and the suite of Marcus Today tools to manage your portfolio.

Henry Jennings answers your questions in real-time, making for a fast, furious and fun session.

Disclaimer: This is general advice only and you should consult your financial adviser regarding any of the thoughts, ideas or insights in this podcast.

Why not sign up for a free trial? Get access to expert insights and research and become a better investor.

Welcome to another episode of 'On the Couch'. This occasional podcast series of chats with brokers, CEOs, and fund managers aims to give you an insight into the investing world.

In this episode, Henry Jennings is joined by John Caulfield from VanEck - Director, Institutions and Intermediaries.

John joined VanEck Australia in 2014 and has over 20 years of experience in the finance sector. He is an ETF expert and features regularly on ausbiz and podcasts.

John is responsible for the institutional and intermediary client business in New South Wales, Queensland and New Zealand. He previously worked at FTSE Group (Australia) as the Director of Business Development and at the London Metal Exchange. John has a Bachelor of Business Science (Hons) in Finance from the University of Cape Town.

Some of the things discussed:

• How are ETFs handling this volatility? 
• Given the current volatility, which strategy should ETF investors use?
• Are there any products that can help with managing volatility?
• Where do you see the opportunities in the current market?
• Some see the rise of passive ETFs as a bad thing, thoughts?
• Do ETFs distort the market and chase the winners to extreme levels?
• What are the trends in the ETF market?
• Are ETFs a great way for investing beginners to build wealth over the long term?
• You put out a magnificent email every week, how do our members access that?

Disclaimer: This is general advice only and you should consult your financial adviser regarding any of the thoughts, ideas or insights in this podcast.

Why not sign up for a free trial? Get access to expert insights and research and become a better investor.

Use the promo code 'OTC24' for a discount on subscriptions 6 months and over.

Subscribe now for in-depth market analysis, stock recommendations, investment and ideas strategies, and the suite of Marcus Today tools to manage your portfolio.

Welcome to the latest episode of 'On the Couch'. This occasional podcast series of chats with brokers, CEOs, and fund managers aims to give you an insight into the investing world.

In this episode, Henry Jennings is joined by Luke Cummings from Harvest Lane Asset Management.

Luke is the Chief Investment Officer and Managing Director of this pure-play M&A fund, specialising in takeover arbitrage.

He has more than 20 years of financial markets experience.

In this podcast, they discuss:

• Why M&A?
• The M&A Checklist.
• What is so special about Harvest Lane?
• How do you assess the risk-reward of a bid going through?
• Do you identify M&A targets beforehand (and take a position) or wait until the deal is announced?
• Is there an optimal point to take profits?
• What sort of return do you target for a bid situation?
• What advice can you give to retail investors playing this game?

Disclaimer: This is general advice only and you should consult your financial adviser regarding any of the thoughts, ideas or insights in this podcast.

Why not sign up for a free trial? Get access to expert insights and research and become a better investor.

Use the promo code 'OTC24' for a discount on subscriptions 6 months and over.

Subscribe now for in-depth market analysis, stock recommendations, investment and ideas strategies, and the suite of Marcus Today tools to manage your portfolio.

Henry Jennings answers your questions in real-time, making for a fast, furious and fun session.

Disclaimer: This is general advice only and you should consult your financial adviser regarding any of the thoughts, ideas or insights in this podcast.

Why not sign up for a free trial? Get access to expert insights and research and become a better investor.

Welcome to another episode of 'On the Couch'. This occasional podcast series of chats with brokers, CEOs, and fund managers aims to give you an insight into the investing world.

In this episode, Henry Jennings is joined by Colin Moorhead, Executive Chairman and MD at Xanadu Mines (ASX: XAM).

Colin is an experienced industry executive with a demonstrated track record of over three decades building value in mining companies.

A geologist by training, Colin is a Fellow, Chartered Professional and Immediate Past President of AUSIMM, a graduate of AICD and Harvard Business School Advanced Management Program (AMP).

Some of the topics covered:

• Let’s talk copper. Big rally, can it keep going? Where are the big growth projects? (Starts at 1:47)
• What is the attraction of Mongolia? How do the locals feel about the project? (Starts at 4:22)
• Brief overview of Xanadu and why it should be on investors' radar. (Starts at 7:09)
• How does a company with a market cap of around $120m get maximum leverage without being diluted out by its partners? (Starts at 10:26)
• The Bacchus adviser role. Funding options. (Starts at 13:14)
• Working relationship with Zijin Mining, what are they like? (Starts at 13:48)
• When is the PFS due, and what key changes are expected relative to the scoping study? (Starts at 15:40)
• Let's talk about grades. Is 0.3% going to cut it? Is it going to be an open pit to begin with (like RIO)? (Starts at 18:16)
• When do you plan to recommence deep drilling? Will fresh funds need to be raised for that? (Starts at 19:33)
• Other 2 projects (Red Mountain + Sant Tolgoi), what are the ownership and current activities on each? (Starts at 22:54)
• What are the expected milestones for 2024? (Starts at 23:48)
• With Zijin at 19% of the company, is there a risk it could bid for the whole company before a serious value uplift? (Starts at 24:50)
• Will there be more industry consolidation with BHP kicking things off? (Starts at 25:30)
• As an ASX investor, it’s hard to find copper plays since Oz Minerals was bought by BHP, only really SFR.  It’s particularly hard to find quality companies run by good quality management with good quality projects. (Starts at 26:48)
• Mongolian insights into people, infrastructure, political system and climate. (Starts at 29:40)

Disclaimer: This is general advice only and you should consult your financial adviser regarding any of the thoughts, ideas or insights in this podcast.

Why not sign up for a free trial? Get access to expert insights and research and become a better investor.

Use the promo code 'OTC24' for a discount on subscriptions 6 months and over.

Subscribe now for in-depth market analysis, stock recommendations, investment and ideas strategies, and the suite of Marcus Today tools to manage your portfolio.