The Sub11 Podcast

Bryah Resources: An Overview

• Ash Jones, CEO of Bryah  Resources, discusses the company's operations, asset portfolio, and market insights with Chris Titley of the Sub11 podcast.

Company and Operations

• Bryah  Resources is a small junior company with valuable assets, including a manganese JV with RMH Hollins and another JV with Australian Vanadium.
• They have a diverse portfolio of assets, including lithium, copper, and degreaser (high-risk, high-reward copper target).
• The company's operations are based in the Bryah Basin, known for its copper deposits, with Sandfire's DeGrussa as the biggest success story.
• The region is also prospective for manganese and gold, with the Fortnum Goldmine nearby.

Market Insights

• Manganese market was subdued but recently jumped from $2.80 to $5.60 due to a cyclone damaging South 32's Groote Eylandt deposit, affecting 25% of the world's manganese trade.
• Ash expects this high price to sustain for ~15 months, providing an opportunity for Bryah  Resources.
• The copper market is expected to grow due to electrification, with increased demand for electric engines requiring more copper.
• Studies suggest a need to double copper production in the next 30 years to achieve net zero, ensuring long-term demand.

Joint Ventures and Projects

• The Copper-Nickel-Gold Project with Australian Vanadium involves processing their tails to extract copper, nickel, and cobalt sulfides without mining or processing ore.
• Bryah  Resources focuses on adding value to its assets through exploration and monetization, with a proactive approach to capital allocation.

CEO Insights and Resilience

• Ash emphasizes the importance of technical expertise, exploration, and making their own luck through smart drilling with investor funds.
• He acknowledges the challenge of balancing market sentiment with personal beliefs, adapting messaging to align with shareholder expectations.
• Resilience in the mining industry requires the right personality, a combination of luck, timing, and taking action through exploration and drilling.

This content is factual information only, does not contain financial product advice and has not been prepared in consideration of your personal circumstances or needs. Views shared by individuals are their own personal views and not the views of Sub11. We are not licenced to provide financial product advice and cannot make investment recommendations to you. Investments carry risk. Please consider seeking professional financial advice, and read the relevant disclosure documents, before making any decisions to invest in financial products.

Today I chat with Steven Yatomi-Clarke around Prescient Therapeutics.

Steven delves in to the history of the business , the growth of the portfolio and the importance of PTX-100 to the business.

Steven talks about the importance of PTX-100 , the process of design, the testing, how it works and also how meaningful the future results are.

Steven also talks about the timeline of broader advances in medicine, the time, the effort as well as trends in AI.

This content is factual information only, does not contain financial product advice and has not been prepared in consideration of your personal circumstances or needs. Views shared by individuals are their own personal views and not the views of Sub11. We are not licenced to provide financial product advice and cannot make investment recommendations to you. Investments carry risk. Please consider seeking professional financial advice, and read the relevant disclosure documents, before making any decisions to invest in financial products.

Sub 11 Uncovered Series: Episode 1 with James Morrell Co-founder of Muval

1. Muval is a booking platform for moving house, similar to booking.com but for moving services.
2. The company was founded in 2018 by James Muval and his co-founder Mahdi, who noticed underutilized space in moving trucks.
3. Muval leverages technology to connect customers with moving companies, allowing for discounted prices and better space utilization.
4. The platform addresses the industry practice of backloading, scaling it across the country.
5. Moving is identified as a key moment for consumers to change consumption habits, presenting opportunities for various services and products.
6. The moving industry was largely untouched by technology, presenting an opportunity for Muval to innovate and solve pain points.
7. Muval faced the classic marketplace challenge of balancing supply and demand, eventually establishing a credible name that attracted moving companies.
8. The company focused on unit economics and organic search to efficiently acquire customers on the consumer side.
9. Trust and customer reviews are crucial for Muval, with a focus on turning negative feedback into positive outcomes.
10. Customer feedback drives product innovation, focusing on convenience, good pricing, and expanding service offerings.
11. Muval has repeat customers and targets specific life moments for moving, using content and partnerships to stay relevant.
12. The company has benefited from angel investors and a family office, valuing their network and support.
13. Muval future plans include expanding distribution, focusing on corporate relocations, and continuing to scale the business.
14. Advice from fellow startup founders about the reality of startup struggles has been valuable for resilience and solidarity.

Tim and I sit down at Airtasker's Global HQ in Sydney to discuss the origins of Airtasker, the global ambitions, the challenges, the highs the lows as well as some advice for entrepreneurs.

This content is factual information only, does not contain financial product advice and has not been prepared in consideration of your personal circumstances or needs. Views shared by individuals are their own personal views and not the views of Sub11. We are not licenced to provide financial product advice and cannot make investment recommendations to you. Investments carry risk. Please consider seeking professional financial advice, and read the relevant disclosure documents, before making any decisions to invest in financial products.

In this episode I chat with Tom Millner from Contact. Contact manages two funds - ASX listed BKI Investments as well as the Contact Australian Ex-50 fund.

Tom talks about the history of Contact, some of their existing investments, the importance of dividends, the current market conditions as well as some of his stories around hits and misses with various investments.

Content was obtained as Fact from 16/01/2024 - BKI Investor Presentation - HY24 Results 

This content is factual information only, does not contain financial product advice and has not been prepared in consideration of your personal circumstances or needs. Views shared by individuals are their own personal views and not the views of Sub11. We are not licenced to provide financial product advice and cannot make investment recommendations to you. Investments carry risk. Please consider seeking professional financial advice, and read the relevant disclosure documents, before making any decisions to invest in financial products.