In this episode of From the helm, Grady Wulff sits down with Infratil (ASX:IFT) CEO Jason Boyes to discuss the company’s global infrastructure portfolio, spanning renewables, data centres, healthcare and more. Jason shares insights on Infratil’s long-term returns, key growth thematics, and what investors can expect in the year ahead.

In this interview, Grady covers:
• (0:37) an overview of Infratil and its history
• (3:08) Infratil’s long-term performance and returns
• (5:47) why investors should consider infrastructure
• (8:55) Infratil’s data centre exposure through CDC
• (10:41) renewable energy opportunities and returns
• (13:57) what’s ahead for Infratil in the next 12 months.

Note: This interview was filmed on Friday 8 August 2025.

In this episode of From the Helm, Bell Financial Group’s Grady Wulff sits down with Yojee (ASX:YOJ) CEO, Mark Connell, to discuss how the company is harnessing artificial intelligence and machine learning to lead innovation in logistics software. With shares climbing over the past year, Mark shares what’s driving growth and where Yojee is headed next.

In this conversation, Mark covers:
• (0:31): What Yojee does and how its software is reshaping delivery operations
• (3:50): Key factors behind Yojee’s strong share price performance in the last 12 months
• (6:52): How Mark’s experience with Mainfreight and WiseTech Global shapes his leadership
• (12:36): Yojee’s revenue model and pricing strategy to drive sustainable growth
• (13:50): Key updates and news investors can watch for in the year ahead

Note: This interview was recorded on 23 July 2025.

In this episode of From the Helm, Bell Financial Group’s Grady Wulff speaks with DroneShield (ASX: DRO) CEO, Oleg Vornik, about the company’s rapid momentum in FY25, key contract wins, and how it’s positioned as a leader in counter-drone technology amid heightened global defence spending.

In this video, Oleg covers:
• (0:58): FY25 momentum and major contract wins
• (2:09): $13m facility expansion and scaling plans
• (3:10): how AI powers DroneShield’s tech
• (4:50): competitive edge in a growing market
• (6:30): global addressable market size for DroneShield in FY26
• (7:31): cybersecurity and software protection of DRO software
• (9:09): what’s ahead for DroneShield over the next 12 months

Note: This interview was recorded on 16 July 2025.

Join us for a tactical deep dive into the Defence sector in this special episode of our 2025 Meet the Analyst series.

Bell Direct’s Senior Market Analyst, Grady Wulff, sits down with Bell Potter Industrials Analyst, Daniel Laing, to explore one of the market’s most talked-about themes, defence stocks.

From unpacking global defence spending trends to identifying the standout stocks riding the drone warfare wave, including why Daniel remains bullish on DroneShield (ASX:DRO). This conversation is essential viewing for investors seeking exposure to a high-growth thematic heading into FY26.

In this video, Daniel discusses:

• (0:42): The outlook for defence spending and its impact on the ASX
• (2:18): how drone technology is reshaping military strategy and who’s set to benefit
• (3:17): country-specific tailwinds and where the contracts are flowing
• (4:25): the key risks facing the sector in FY26
• (5:14): how investors can gain exposure to the Defence theme
• (7:03): why DroneShield (ASX:DRO) remains a standout pick
• (8:40): broader market outlook and what FY26 might hold for investors.

Note: This interview was filmed on 8 July 2025.

In this episode of From the Helm, Bell Financial Group’s Grady Wulff speaks with Perseus Mining (ASX: PRU) CEO, Jeff Quartermaine, about the company’s strategic direction, growth projects across West Africa, and how it’s positioned amid a booming gold market.

In this video, Jeff covers:

• (0:37): how current gold market tailwinds are shaping its success
• (1:10): operating conditions in West Africa compared to Australia
• (2:06): highlights from Perseus’ 5-year gold production outlook
• (7:32): the role of M&A in current and future strategic planning
• (10:02): sustainability & social licence to operate
• (11:11): what investors can expect in news flow over the next 12 months.

Note: This interview was recorded on 3 July 2025.

In this episode of From the helm, Bell Financial Group’s Grady Wulff speaks with Proteomics International Laboratories (ASX: PIQ) CEO, Dr. Richard Lipscombe, about the company’s ground breaking work in predictive diagnostics and the global opportunity for its world-first blood tests.

In this video, Dr. Lipscombe covers:
·      (0:47): An overview of PIQ and its FY26 goals
·      (1:38): The significance of three world-first blood tests
·      (5:26): The global addressable markets for these conditions
·      (6:25): Clinical trial progress and commercialisation roadmap
·      (8:14): How the diagnostic tests work and deliver value to patients
·      (9:16): Commercialisation strategy across key regions
·      (11:23): Additional assets in the PIQ pipeline
·      (12:36): What investors can expect over the next 12 months

Note: This interview was recorded on 3 July 2025.

In this episode of From the helm, Bell Financial Group’s Grady Wulff speaks with Elsight (ASX: ELS) Director, Howard Digby, about the company’s AI-powered connectivity solutions and its role in the rapidly growing unmanned systems market.

In this video Howard covers:
• (0:33): Elsight’s current financial position and the path to profitability
• (4:07): capacity to meet demand and capital needs for expansion
• (5:13): how the Halo advantage supports growth for design partners
• (9:11): emerging trends in the unmanned vehicle market
• (10:45): what’s next in the US, Japanese and European markets.

Note: Interview recorded on 19 June 2025.

This video offers exclusive insights for investors looking to tap into the growing drone and autonomous systems market, understand the edge of Elsight’s technology, and track the company’s global growth trajectory.

In this episode of the From the helm, Bell Financial Group’s Grady Wulff speaks with Flynn Gold (ASX: FG1) Managing Director, Neil Marston about the company’s high-grade gold discovery at the Golden Ridge project in Tasmania.

In this video Neil covers:
• (1:38): what Flynn Gold has uncovered at Golden Ridge
• (2:08): how it compares to other major goldfield projects
• (2:58): exploration upside and key milestones ahead
• (5:38): why Tasmania is attracting more gold explorers
• (6:35): what makes Flynn Gold an emerging opportunity.

Note: Interview recorded on 20 May 2025.

In this special edition of Bell Direct’s From the helm series, we take a closer look at LinQ Minerals – a company set to make waves with its upcoming IPO.

With investor interest in gold and copper ramping up, Bell Direct Market Analyst Grady Wulff speaks with Executive Chairman Clive Donner to discuss LinQ’s standout assets in NSW, recent high-grade drill results, and post-listing strategy.

In this video, Clive discusses:
• (0:30): LinQ’s story and asset overview
• (2:30): how the company secured premium ground
• (9:00): use of IPO funds and exploration focus
• (9:18): why NSW is a strategic location
• (12:04): what makes LinQ an exciting IPO opportunity.

Note: This interview was filmed on 15 May 2025.

Join our Market Analyst, Grady Wulff as she sits down with Bell Potter's Analyst, John Hester as he discusses an update on the below healthcare stocks.

In this video, John discusses:
- (3:15) Telix's Pharmaceuticals (ASX:TLX)
- (7:34) Clarity Pharmaceuticals (ASX:CU6)
- (10:54) Avita Medical (ASX:AVH)
- (12:16) Mesoblast (ASX:MSB)
- (14:31) Promedicus (ASX:PME)

Note: This interview was filmed 8 May 2025