On the Couch

In ‘On the Couch’ this week, Henry talks to serial technology entrepreneur and clean energy advocate, Eytan Lenko from Beyond Zero Emissions. Eytan talks us through his ‘million jobs’ plan for Australia, his thoughts on hydrogen and alternative clean energy sources and what sectors should do well as the global economy de-carbonises.

Eytan Lenko is a founder of Outware, one of Australia’s most awarded and fastest growing technology companies.  He has extensive technical, commercial and leadership expertise having grown Outware from 3 co-founders to a team of over 250 based in Melbourne, Sydney and Brisbane. Outware was successfully acquired by Melbourne IT in 2017.

Eytan has an engineering background and has deep knowledge around the current state of our energy transition. He is passionate about the exceptional opportunities that we have to transform our economy in response to climate change.  Eytan's Twitter feed here

On the Couch with Henry this week are Ellerston Capital Australian Micro Cap Fund Managers David Keelan and Alexandra Clarke. The Fund has returned 24.10% pa since inception on May 1st 2017 - Click Here for the latest performance report.

The Fund is an actively managed portfolio of Australian listed smaller company securities. The fund is made up of a portfolio of between 30 – 60 Micro Cap stocks.  The Fund invests across a number of sectors, and offers access to higher growth companies not widely known. The investment team employ a fundamental, bottom up approach to stock selection and combine that with a focus on risk management when constructing the portfolio aiming to outperform the S&P/ASX Small Ordinaries Accumulation Index over a rolling three year investment horizon.

David Keelan has been with Ellerston since 2008 - David has 13 years experience as an Investment Analyst and prior to joining Ellerston, David worked for UISL/Old Mutual in the UK for a period of 4 years in a Senior Dealing role. David graduated from Liverpool John Moore’s University with a BSc. Hons. in Technology Management in 2004.

Alexandra Clarke joined Ellerston Capital as a Senior Analyst in 2017 and has 11 years of financial market experience.  Prior to joining Ellerston, Alexandra worked as a lead analyst at Morgans. Alexandra graduated from Queensland University of Technology with a Bachelor of Laws and a Bachelor of Business majoring in Banking & Finance in 2007. She also holds a Graduate Diploma in Applied Finance from Finsia. 

This week Henry is on the virtual couch with author and founder of ‘Shareplicity’, Danielle Ecuyer. Danielle has had a long career in broking having worked for some of the big names in investment banks both here in Australia and London. She has recently written a book ‘Shareplicity’ which aims to make share investing as simple as possible. Danielle brings a no-nonsense approach to the business of investing on the stock market and offers some great advice for both beginners and experienced investors alike. We are all learning and all on a journey. It never ends. Investing truly is a work in progress. Click here to go to Danielle's website and buy her book. Meanwhile - Enjoy!

Vlado Bosanac the CEO has been kind enough to spend an hour with Henry chatting about the opportunities of this $100m ASX listed company that is starting to make waves. In fact, Vlado is proof of its impact having ‘dechunked’ during CV19 and losing 14kg with the help of the new technology. An unexpected consequence of using the technology. Vlado speaks to us from Perth. He is the CEO at Myfiziq Limited & Body Composition Technologies - Accurate body measurements from your phone. (ASX: MYQ) - Enjoy! 

You cannot keep a good man down and this weekend in a departure from the usual Financial Education we indulge Henry as he indulges you with a chat on the Couch with Rock Legend Paul Christie from Mondo Rock. I could explain why, what its about and disclaim any advice but there is none, I don't know why and I suggest you just sit back and you'll find out what its about - Enjoy!

After last week’s technology SNAFU and the end of the reporting season Henry is on the virtual couch again with stock broker Adam Dawes from Shaw and Partners talking through reporting season, the winners and losers, their top picks in the small-cap space for the next quarter and what just happened in the technology sector. 

This week On the Couch Henry is joined by not one but two guests with Bryce Leske and Alec Renehan the podcast doyens from EquityMates. Two great young guys starting out on their investment journey and sharing with the world. They have created a series of successful educational podcasts which interview industry experts on investing and all things finance. Marcus and I have both done interviews with them, but today we turn the tables. We had a great chat. Get your kids to listen as well. 

This week Marcus presents the first of a new series called In the Boardroom which this week takes us into the boardroom of listed company Poseidon Nickel (ASX Code: POS) accompanied by its CEO Peter Harold. POS is sitting on nickel resources that at some point, with a bit of exploration success and a higher nickel price, will become an operating mine, at which point the share price would no longer be 4.5c. Can it be done? Peter knows all about turning a small resource into a full scale nickel operation having done just that with a company called Panoramic Resources that listed as a $3m IPO called Sally Malay in 2001. On the day of listing it hit 11c. Peter and his team turned it into a 600c nickel behemoth at the peak of the resources boom. Can Peter and the Poseidon Nickel team turn POS into another 60 bagger? Hear for yourself as Marcus takes Peter, "Into the Boardroom".  

This week Henry is on the Couch with the Chief Economist of Betashares, David Bassanese. David is a seasoned media veteran and has had an illustrious career at Treasury, the OECD and Macquarie Bank. In a wide ranging podcast, David and Henry talk about the direction of the local economy, the AUD and the US economy, and why he sees the US as still the place to be, despite some asset valuations being a little stretched and reminiscent of the dotcom days. This time it really is different; these behemoths make money. Join me On the Virtual Couch to hear his thoughts. 

Henry's Guest this week is Hedley Widdup, an executive director at Lion Selection Group (LSX). LSX is a listed specialist investor in small and mid-cap gold miners and explorers. Hedley started life as a geologist on some of the country’s most iconic projects including Olympic Dam, Mt Isa (Black Star open cut), and St Ives Gold Mine. In 2012 Hedley joined the board of Lion and is a regular contributor to Livewire Markets and an expert on gold and gold juniors. In the podcast, Hedley gives his view on gold, some miners to watch for plus what to look for in those all-important drill results. Enjoy!