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

In this episode, I am joined by Peter Gray, Co-Founder and COO of Zip Co (ZIP). Peter co-founded Zip Co with Larry Diamond in 2013.

Peter oversees Zip Co's global operations, including credit and risk management. He has over 25 years' experience spanning regulated consumer credit, operations, risk, legal, compliance and publicly listed companies.

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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Ask the Analyst with Henry Jennings is back! Henry 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.

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

In this episode, I am joined by Oleg Vornik, CEO of DroneShield (DRO).

Oleg is an experienced senior executive with successful track record of rapid business scale up, including IPO and subsequent growth of the DroneShield teams in Australia and the U.S., and presence in over 100 countries. Through that time, he fostered organic deep technology development, through to mass deployment of the solutions around the world in the homeland security, intelligence community and military segments.

Prior to DroneShield, Oleg’s career spanned across Deutsche Bank, Royal Bank of Canada, Brookfield and ABN AMRO.

Oleg has a Bachelor of Science (Mathematics) from Canterbury University and completed a Columbia University business program.

DroneShield (ASX:DRO) offers Artificial Intelligence-powered hardware and software solutions against unmanned threats from drones used in negative applications by terrorists, State-based warfare, criminals and other nefarious actors. Their solutions are safe and harmless, both for the drones and for humans.

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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In this 'On the Couch' special, Henry Jennings sits down with two small-cap biotechs and one fund manager to discuss what makes a successful biotech, and how to invest successfully in the cutting edge of medical science and drug treatments.


Dr Michelle Miller, Managing Director at Biotron Ltd - Market Cap $23.5m

• Over 25 years in the biotech industry with extensive experience in commercial drug development.
• Since 2002 has been Chief Executive Officer at Biotron.

Biotron

Developing lead compound BIT225 for the treatment of HIV-1 and Hepatitis C. Two fully recruited Phase 2 HIV-1 trials underway in Sydney and Thailand, results expected mid-2023. Added a COVID-19 sub-study to one of its HIV-1 trials, with any participant of the trial being infected with SARS-CoV-2 being included. Results also expected mid-2023.


Gary Phillips, Chief Executive Officer at Pharmaxis - Market Cap $38m

• Joined Pharmaxis in 2003 and was Commercial Director and Chief Operating Officer before being appointed Chief Executive Officer in 2013.

Pharmaxis

Developing drugs for inflammatory and fibrotic diseases with a focus on bone marrow cancer myelofibrosis. 5 trials underway with multiple near-term value opportunities. PXS-5505 for myelofibrosis is in Phase 2 with a data readout expected mid-23. Also developing PXS-6302 as a topical skin scarring treatment, led by renowned burns specialist Professor Fiona Wood.


Jeremy Curnock Cook

• Started out in the sector in 1973 founding a biotech company. 
• Over his career successfully managed in excess of US$1b in equity investments.
• Founder and Managing Director of BioScience Managers, Non-Executive Director of AVITA Medical.

BioScience Managers

An international healthcare investment firm that invests in innovative science and technology. BioScience Managers was created in 2001 and established its Australian base in 2003, making it the oldest specialist biotech fund in Australia.

Currently has A$250m funds under management.


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 fund managers, CEO’s and brokers aims to give you an insight into the investing world.

In this episode, I am joined by David Tudehope, CEO Macquarie Telecom Group. Absolutely delighted to get the opportunity to chat with him. David quit his banking job some years ago as a fresh faced 25-year old to start MAQ.

David co-founded the company with his brother Aidan. He is responsible for overseeing the general management and strategic direction of the Company, and is actively involved in the Company’s participation in regulatory issues. He was previously a director of the Service Providers’ Industry Association. He is a member of the Australian School of Business Advisory Council and the Australian Government’s B20 Leadership Group.

In this podcast we look at what MAQ does, why it is worth a look for investors in the tech space, the USP that MAQ has in a competitive IT field, and some lessons that David has learnt along the way to building a $1.3bn company.

Great podcast and worth listening to, especially if you are keen on local tech exposure.

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

In this episode I am joined by Paul Rennie, the Founder and Executive Chairman at Paradigm (PAR).

Paul is recognised as a leading authority in drug development and has been involved in a number of pre-clinical and clinical trial programs over his accomplished career. He was the inaugural COO of Mesoblast and most recently as Executive VP, New Product Development at Mesoblast Ltd. Paul has broad experience in commercialising Intellectual Property.

• Paradigm Biopharmaceuticals is a late-stage drug development company working with some of the world’s leaders in pharmaceutical product development and approaching science from a completely different angle.
• The immediate commercial focus is the development of injectable pentosan polysulfate sodium (iPPS/PPS, brand name Zilosul®) for the treatment of osteoarthritis (OA). This is a global unmet need and Paradigm has advanced to phase 3 trials in the space. Addressing all aspects of the disease: inflammation, pain and regeneration, PPS has genuine disease modifying potential. 
• Pentosan polysulfate sodium (PPS) is a semi-synthetic drug manufactured from the wood chips of European beech trees. Extracted glucurono-xylans are sulfated to produce a negatively charged product that mimics glycosaminoglycans (GAGs).

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 first 2023 episode of 'On the Couch'. This occasional podcast series of chats with fund managers, CEO’s and brokers aims to give you an insight into the investing world.

In this episode I am joined by Ben Clark from TMS Capital.

Ben will be a familiar face and voice to some, as he appears on various media channels and is on the Ausbiz 'Investment Committee' with me.

With over 20 years’ experience, he is principally responsible for analysing, selecting and monitoring the businesses that TMS Capital invests in, and also provides advice on overall portfolio construction. Whether visiting companies or performing deep dive analysis of outlooks, Ben is a highly skilled and hands-on investor, sharing his insights with the TMS team and clients alike. An excellent communicator, Ben regularly features in the media. Ben completed a Bachelor of Commerce at the University of Sydney, majoring in Finance and Economics.

Some of the topics we cover:

·       How was 2022 for you?
·       Any lessons learnt that you can pass on to our listeners?
·       What did you get right and what did you get wrong?
·       New year, so in general terms, how do you go about building a portfolio?
·       What criteria do you use to select stocks?
·       Are there any red flags?
·       If you started from scratch, what five stocks would you put in the portfolio?
·       If you had to pick three stocks for 2023, what would they be?
·       Is there any stock that you feel is completely the wrong price?
·       What will be the big theme for 2023?
·       Where do you see the index going this year?

Note: Ben talks about a Royalty Stock in this episode:  it is Deterra (DRR) - He talks at one stage about gold royalties, he was talking about how most other royalty stream companies are based on gold royalties. DTR is different. Iron ore royalties. It may not have been clear  in the excitement of the moment. It is an iron ore royalty from BHP's  South Flank operations.

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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In this episode of On the Couch, Marcus is joined by Peter Harold, CEO of Poseidon Nickel (POS). POS had just announced a $6m capital raising which has been put away with sophisticated investors, and they are now in the middle of a $3m share purchase plan.

In this podcast, Peter explains the recent delays to their 'Decision to Proceed' with the Black Swan Project and sets out the new timetable, talks about the nickel market, and also gives us a couple of hot stock tips.

Note - Both Peter Harold and Marcus Padley hold shares in POS.

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In this episode of On the Couch, I catch up with the CEO of Highfield Resources, Ignacio Salazar.

We last spoke to Ignacio in December 2021, and plenty has happened since with the Muga Project in Northern Spain.

Ignacio is currently in Australia updating investors on the progress of permitting, construction and financing for this important project in the European fertiliser market.

Ignacio Salazar is an international executive with more than 30 years of experience in the natural resources industry. He has lived and worked in various countries in Europe and South America. Ignacio assumed the position of CEO of Highfield in July 2020, after coming from Orosur Mining, a Canadian gold mining company with operations in Colombia, Uruguay and Chile, which is listed in the London and Toronto stock markets, and in which he worked as CEO and CFO for 12 years.

Ignacio has extensive experience in the exploration, development, construction and operation of open pit and underground mines.

Grab a glass of Rioja and sit back and enjoy the conversation with Ignacio.

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There are also plenty of free podcasts from Marcus Today and the team covering daily updates, chats with fund managers and CEOs of companies that interest us.

Welcome to another episode of 'On the Couch' with myself, Henry Jennings from Marcus Today. In this episode we are talking lithium, and AGY Argosy in particular. I have as my guest Jerko Zuvela, the MD.

• Jerko is a Chartered Professional Geologist having spent over 20 years in the mining and resources industry. He has held executive management roles for private and public resources companies, with operational and corporate experience in various commodities covering exploration, project development, business development, finance, commercial and corporate activities involved with projects in Australia, Asia, Africa and South America.
• Jerko has considerable experience in building junior resources companies and understands the requirements working within this sector, including fundamental parameters, strategic drivers and market requirements within the junior resources industry. 

Background on Rincon.

• The Rincon Lithium Project currently comprises up to ~2,794 hectares of Mining Titles and mining easement landholdings at the Salar del Rincon in Salta Province, Argentina.
• Argosy currently has a 77.5% interest in the JV entity that owns Rincon Lithium Project - Puna Mining S.A., with the right to move to 90% ownership in consideration for funding Stage 3 development.

If you enjoyed this podcast, why not sign up for a free trial? Get access to expert insights and research and become a better investor.

There are also plenty of free podcasts from Marcus Today and the team covering daily updates, chats with fund managers and CEOs of companies that interest us.