The Bellcast: Recent Episodes
Bell Direct
Bridge the investing and markets knowledge gap with the Bell Direct Bellcast. From bite-size thought snippets, to full length interviews with the top executives of leading ASX200 companies, you'll be informed and ready for any market movement.
In this episode of From the helm, Sophia Mavridis chats with Blackpearl Group’s Chief Executive Officer, Nick Lissette to discuss the rapid evolution of AI-powered sales and marketing tools, and how enterprise adoption is set to accelerate as major platforms like Microsoft, HubSpot, Salesforce and Google embed foundational models deeper into their ecosystems.
Nick shares insights into Blackpearl’s product suite, data advantage, acquisition strategy, and the company’s roadmap toward scaling globally through its enterprise “Data as a Service” model.
In this interview, Nick covers:
• (0:55): enterprise adoption of AI sales and marketing tools over the next 3–5 years
• (1:24): how BPG differentiates itself in a crowded AI-augmented sales market
• (3:07): expected ARR contribution from each product over the next 12–24 months
• (7:27): BPG’s acquisition strategy, including the recent B2B Rocket purchase
• (9:32): scalability of the enterprise “Data as a Service” model with NZ$300k–$700k ARPU
• (11:03): upcoming product releases and new categories on the roadmap
• (12:29): variables influencing the path to NZ$50m ARR within 3–5 years
• (13:45): the level of ARR contribution expected from future acquisitions.
Note: This interview was filmed on 11 December 2025.
In this episode of From the Helm, Grady Wulff sits down with Rural Funds Group (ASX:RFF) COO Tim Sheridan and General Manager of Investor Relations, Corporate Affairs & Sustainability, James Powell, to discuss Australia’s first ASX-listed agricultural REIT, its diversified portfolio of farmland, and growth strategy, including its expanding macadamia holdings.
Tim and James share insights into RFF’s portfolio composition, market outlook, and how the company is leveraging technology and sustainability initiatives to maintain a competitive edge in Australian agriculture.
In this interview, they cover:
• (0:52) an overview of Rural Funds Group and its diversified agricultural portfolio
• (4:27) competition for farmland from domestic and offshore institutional investors, and how RFF maintains its advantage
• (5:13) the role of precision irrigation, varietal selection, and data-informed farming in differentiating RFF
• (8:36) the rebound in macadamia and cattle prices and its impact on short- and long-term investment priorities
• (9:29) emerging agricultural sectors, including avocados, citrus, and renewables-integrated farming
• (11:30) rental income sensitivity to macadamia nut-in-shell price movements and exposure passed through to lessees
• (13:56) key news flow and updates investors should watch for over the next 12 months.
Note: This interview was filmed on Tuesday 28 October 2025.
In this episode of From the Helm, Grady Wulff sits down with SenSen Networks Limited (ASX:SNS) CEO, Dr Subhash Challa, to discuss the company’s strong FY25 performance, growing profitability, and strategic roadmap amid the global AI and sensor analytics boom.
Dr Challa shares insights into SenSen’s key growth drivers, expansion into international markets, and the company’s progress in scaling its AI-powered “SenDISA” data fusion platform across government and enterprise sectors worldwide.
In this interview, Dr Challa covers:
- (0:32) an overview of SenSen Networks and the markets it operates in
- (4:27) revenue growth of over 20% year on year and key drivers heading into FY26–FY27
- (6:20) addressable market opportunities within the global AI and vision analytics sector
- (10:09) how SenDISA differentiates SenSen from competitors and establishes barriers to entry
- (12:20) the company’s recurring revenue mix and targets for long-term scalability
- (13:33) turning profitable and generating cashflow — capital allocation and reinvestment strategy
- (15:09) technology protection and partnerships driving sustained competitive advantage
- (17:59) key news flow investors should watch for over the next 12 months.
Note: This interview was filmed on 23 October 2025.
Join Bell Financial Group's Senior Market Analyst Grady Wulff as she sat down with Dr. Liz Dallimore, CEO & MD of Argenica Therapeutics (ASX:AGN) to discuss the company's lead drug candidate ARG-007, and its pathway to commercialisation to become the world's first neuroprotective drug for the protection of brain cells post stroke or catastrophic brain injury.
In this interview, Liz covers:
• (0:40) an overview of Argenica Therapeutics (ASX:AGN)
• (1:28) details on ARG-007, including its mechanism in protecting brain cells after stroke
• (4:59) expected runway, and potential need for additional financing pre-Phase 3
• (8:42) other drug candidates in development within Argenica’s pipeline
• (10:01) expected investor news flow over the next 12 months
Note: This interview was filmed on 24 September 2025.
In this episode of from the helm, Grady Wulff sits down with Bhagwan Marine Limited (ASX:BWN) Director of Finance, Andrew Wackett, to unpack the company’s record FY25 results, divisional growth opportunities, and strategic plans for FY26 and beyond.
Andrew shares insights into Bhagwan Marine’s revenue drivers, vessel utilisation strategies, and expansion into new sectors including renewable energy and offshore wind.
In this interview, Andrew covers:
- (0:49) an overview of Bhagwan Marine and its primary revenue streams
- (1:18) the key drivers behind BWN’s record FY25 results
- (3:06) managing rising day rates and tight vessel supply to drive margin expansion
- (4:15) strategies to optimise vessel utilisation and maintain strong margins
- (6:11) long-term goals for Bhagwan Marine over the next 5–10 years
- (6:41) plans for expansion into new sectors like renewable energy and offshore wind
- (7:20) key news flow investors should watch for over the next 12 months.
Note: This interview was filmed on 24 September 2025.
In this episode of from the helm, Grady Wulff sits down with Cobram Estate Olives (ASX:CBO) Co-CEO, Sam Beaton, to explore the company’s impressive FY25 performance, US expansion strategy, and premium olive oil brand growth.
Sam shares insights into Cobram Estate’s branded product sales, grove development plans, and investment priorities across Australia and California, while discussing how the company maintains its premium brand positioning in competitive markets.
In this interview, Sam covers:
• (0:41) an overview of Cobram and its core operations in olive farming and extra virgin olive oil production
• (3:03) branded product sales growth in Australia and the US
• (5:10) timeline and yield expectations for newly acquired California groves
• (5:45) main operational risks including climate, water, and labour
• (6:55) managing the 15% US price increase and consumer retention
• (8:36) key investor news flow to watch over the next 12 months
Note: This interview was filmed on 24 September 2025.
In this episode of From the Helm, Senior Market Analyst Grady Wulff is joined by Metallium (ASX:MTM) CEO & MD Michael Walshe – watch as they discuss Metallium’s low-carbon, high-efficiency approach to recovering critical and precious metals from mineral concentrates, and what investors can expect from the company in the future.
In this interview, Grady covers:
• (0:30): who Metallium are their recent collaboration with Ucore
• (2:01): why Metallium’s offering is so unique and how its IP is protected
• (3:19): the main customers for Metallium and why it chose the US
• (6:18): the runway to free cash flow for Metallium
• (7:42): what investors can expect from the company over the next 12 months.
Note: This interview was filmed on 24 September 2025.
Join Bell Financial Group's Senior Market Analyst Grady Wulff as she sat down with Cash Converters (ASX:CCV) CEO & Managing Director, Sam Budiselik to discuss the company's FY25 results, shift away from franchising and recent launch of its luxury stores. Cash Converters is a household name in Australia with the company being a franchisor, retailer of second-hand goods and financial services, and a provider of secured and unsecured loans.
In this interview, Sam covers:
• (0:38) an overview of Cash Converters (ASX:CCV) and its core operations in franchising
• (2:02) FY25 results, including revenue growth of 1%, profit increase of 41%
• (3:22) target mix of lending products
• (4:21) managing net loss rate risks while growing lending products
• (7:42) levers to drive margin improvement, including loss rates, product mix, and retail efficiencies
Note: This interview was filmed on 24 September 2025.
In this episode of From the Helm, Senior Market Analyst Grady Wulff sits down with Metal Powder Works (ASX:MPW) Founder and MD John Barnes to unpack their transformative, industry-disrupting welding technology offering and what investors can expect looking forward.
In this interview, Grady covers:
• (0:34): an overview of Metal Powder Works and what they do
• (2:12): MPW’s cash situation and the runway to scaling
• (5:10): what differentiates MPW from its competition
• (7:42): MPW’s outlook and growth targets for FY26 and beyond.
Note: This interview was filmed on 24 September 2025.
In this episode of From the Helm, Grady Wulff sits down with Sports Entertainment Group (ASX:SEG) CEO Craig Hutchison and CFO Trent Bond to unpack the company’s strong FY25 results, its multi-platform content strategy, and growth outlook heading into FY26.
Craig and Trent share insights into SEG’s radio and non-radio pillars, the company’s recent RSN acquisition, and how SEG is positioning itself for growth in a rapidly evolving media landscape.
In this interview, Craig and Trent covers:
- (0:48) an overview of SEG’s brand, company makeup, vision and pillars
- (2:23) beyond radio: the other divisions driving SEG value and growth
- (5:10) the record FY25 results and key drivers of performance
- (7:55) strategy and earnings potential from the RSN acquisition
- (12:05) reaccelerating revenue growth into FY26 and beyond
- (13:26) SEG’s structural advantage over the broader media industry
- (16:08) upcoming news flow and outlook over the next 12 months
Note: This interview was recorded on Tuesday 9 September 2025.
In this episode of From the Helm, Grady Wulff sits down with Cynata Therapeutics (ASX:CYP) CEO, Kilian Kelly, to discuss the company’s pioneering work in stem cell and regenerative medicine. Kilian shares insights on Cynata’s mesenchymal stromal cell (MSC) platform, its unique “one donor, one time” approach, the path to commercialisation, and what investors can expect in the coming year.
In this interview, Grady covers:
- (0:29) an introduction to Cynata and its core technology
- (1:05) the role and importance of mesenchymal stromal cells (MSCs)
- (2:06) how Cynata addresses the challenges facing MSC therapies
- (3:24) the game-changing “one donor, one time” model
- (8:09) Cynata’s pipeline of assets in development
- (9:10) balance sheet strength and funding position
- (9:56) how Cynata compares with ASX peers
- (10:52) expected news flow over the next 12 months.
This interview was recorded on Thursday, 11 September 2025.
In this episode of From the Helm, Senior Market Analyst Grady Wulff sits down with Raymond van Hulst, CEO of Omni Bridgeway (ASX:OBL) to discuss what is a unique diversification opportunity for investors in the legal space.
Raymond dives into who Omni Bridgeway are, why investors should consider investment into the company, their recently released FY25 results and what’s ahead over the next 3-5 years.
In this interview, Raymond covers:
• (0:34) an overview of Omni Bridgeway and how they evaluate the cases they take
• (7:22) a look at Omni Bridgeway’s FY25 results and the outlook for FY26
• (11:19) why investors should consider investing in Omni Bridgeway
• (12:35) the 12-month news flow front and opportunities over the next 3-5 years
Note: this interview was filmed Tuesday, 2 September 2025
In this episode of From the helm, Grady Wulff sits down with Electro Optic Systems (ASX:EOS) CEO, Andreas Schwer to unpack the company’s recent share price momentum, global expansion strategy, and breakthrough technology in the defence sector.
Andreas shares insights into EOS’s contract pipeline, advancements in high-energy laser systems, and what investors can expect from the company over the next 12 months.
In this interview, Andreas covers:
• (1:00) why EOS is a compelling defence investment in the current market environment
• (2:58) the significance of EOS’s counter-drone laser system contracts
• (4:00) aligning product development with evolving defence needs
• (6:07) EOS’s global expansion plans across Singapore, the US and UAE
• (8:29) balancing R&D investment with profitability goals
• (9:29) key news flow investors should watch for in the year ahead.
Note: This interview was filmed on Tuesday 19 August 2025.
In this episode of From the helm, Grady Wulff sits down with Grant Nichols, Centuria Head of Listed Funds and CIP Fund Manager, and Belinda Cheung, COF Fund Manager, to discuss sector tailwinds driving investor appetite across industrial and office real estate as FY26 kicks off.
Grant shares his outlook for the industrial sector amid resilient demand and stabilising valuations, while Belinda provides insights into the office market, including leasing dynamics, transactions, and where opportunities may lie as the cycle evolves.
In this interview, Grant and Belinda cover:
• (5:40) why industrial REITs are well-placed to outperform peers in the current market cycle
• (11:25) unlocking marriage value through strategic acquisitions in the industrial portfolio
• (12:37) the forward supply pipeline of new office buildings and what this means for landlords
• (19:05) leasing conditions compared to 12 months ago
Note: This interview was filmed on Tuesday 19 August 2025.
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
In this Bell Direct macro update, we break down the latest March quarter CPI figures and what they could mean for the RBA’s next move.
With trimmed mean inflation easing to within target and key categories like services and housing shifting, could a rate cut be on the horizon?
Watch now for expert analysis and market insights.
Join Market Analyst Grady Wulff as she sits down with Scott Kirkland, CEO and Managing Director of EMVision Medical Devices (ASX:EMV), to discuss how the company’s pioneering portable brain scanner is set to revolutionize stroke diagnosis and care.
In this video, Scott covers:
• (0:31) EMVision’s history and breakthrough technology
• (3:09) key trial results and development progress
• (8:54) US market opportunity and commercialisation strategy
• (10:00) financial position and future pipeline
• (12:01) major upcoming catalysts.
Note: This interview was filmed on 3 March 2025.
In this latest instalment of Bell Direct’s From the helm series, we kick off 2025 with an exciting deep dive into the healthcare sector. Host Bell Direct’s Market Analyst, Grady Wulff sits down with Opthea (ASX:OPT) CEO, Fred Guerard to discuss the company’s remarkable 168% share price surge over the past six months as it advances toward commercialising its novel retinal disease treatment, Sozinibercept. With an initial focus on wet age-related macular degeneration, Opthea is poised to disrupt the market with its innovative approach to vision care.
In this video, Fred discusses:
• (0:43): Opthea’s history and its mission in the healthcare space
• (1:40): how Sozinibercept compares to existing therapies
• (3:22): recent Phase 3 data and confidence in trial success
• (6:22): commercialisation strategy and financial runway
• (8:15): key milestones and future pipeline treatments.
Note: This interview was filmed on 5 February 2025.
In today’s market update, we’re diving into the latest inflation numbers for Australia, with underlying inflation falling to its lowest level in 3 years at 3.2%, exceeding expectations and bringing it closer to the RBA’s target range. While CPI for the 12-months to December rose by 2.4%, we saw some sectors, like housing and transport, offsetting price increases in areas like recreation and alcohol. This decline in inflation raises hopes for a rate cut from the RBA, though challenges like rising energy costs and sticky services inflation could complicate the outlook. Plus, a strong labour market and recent unemployment data are key factors influencing the RBA's decisions. With markets now pricing in an 84% chance of a rate cut, the tech sector is leading the charge on the ASX today, fueled by investor optimism and a strong overnight performance in the Nasdaq. Stay tuned as we unpack the latest moves and what it means for your investments!
Dive into the latest commodity trends with our Market Analyst Grady Wulff’s quarterly chat featuring Lion Selection Group (ASX:LSX) CEO, Hedley Widdup.
Gold’s 2024 Performance – What’s Next?
Gold dazzled in 2024, reaching record highs of US$2,697/oz. Can this momentum continue with Trump back in office? Hedley sees strong tailwinds ahead, fuelled by:
- inflation concerns and geopolitical uncertainty
- robust demand from China and promising production from Northern Star Resources (ASX:NST) and Newmont Corporation (ASX:NEM).
Silver & Copper: Bright Spots in 2025
- silver surged 37% YoY, driven by its pivotal role in green energy technologies like solar panels and EVs
- copper continues to rise, with 5.4% annual growth powered by the energy transition, digitalisation, and Asia-Pacific demand leadership.
Our Market Analyst, Grady Wulff, sits down over the next 6 minutes with 6 executives who are exploring all parts of the world from uranium to a gold and silver deposit discovered in Chile recently.
Watch Grady catch up with the following executives:
- (0:42) Neil McDonald, Managing Director - Gold Hydrogen
- (1:45) Rowan Johnston, Executive Chair - Kin Mining
- (2:28) Chris Byrne, Managing Director - Legacy Minerals
- (3:37) Siobhan Lancaster, Managing Director & CEO - 92 Energy
- (4:16) Andrew Munckton, Managing Director - Talisman Mining
- (4:59) Ray Shorrocks, Executive Director - Mitre Mining Corporation
These exclusive interviews are provided to experienced clients trading with Bell Direct.
This audio was filmed by and belongs to the ASX.
Our Market Analyst, Grady Wulff, featured on the ASX The Ideas Exchange Podcast, hosted by Jacinta King.
In this episode, Grady talks about:
- Sector outlook
- How far can the tech rally go?
- Will gold remain popular in 2024?
- Consumer Discretionary surprised the market in 2023
- Opportunities to assess in 2024.
Be sure to listen to the episode on the ASX website here.
In this instalment of our From the helm series, Bell Direct’s Grady Wulff speaks to DroneShield's (ASX:DRO) Managing Director and CEO, Oleg Vornik.
DroneShield is making waves in the capital goods industry through the use of artificial intelligence and machine learning. The company is an Australia defence manufacturer specialising in counter-drone technology, servicing military and intelligence, law enforcement, critical infrastructure and commercial parties globally.
In this video Oleg discusses:
- (1:05) DroneShield's recent contract worth $9.9 million
- (3:00) The company's mid-year performance
- (3:55) The role they play in combating rising geopolitical tensions
- (5:49) AI's role in DroneShield
- (7:15) The Australian Defence Review's impact
- (8:22) DroneShield's outlook and future plans
Note: This interview was filmed on 5 July 2023
Live from the Resources Rising Stars conference on the Gold Coast, Bell Direct's Market Analyst, Grady Wulf, sat down with Liontown Resources (ASX:LTR) Chairman and mining magnate, Tim Goyder to discuss updates on the Kathleen lithium project, the Albemarle takeover and the company's outlook for the next 12 months. Hear it from the Helm here, as we collaborate with Resources Media to bring you the From the Helm Live at the RRS2023.
In this video Tim discusses:
- (0:32) The Kathleen lithium project's journey from discovery to development
- (1:15) How the lithium price and outlook affects near and long term outlooks for Liontown and the Kathleen Valley
- (2:46) An update on the Kathleen Valley project's timeline and budget
- (3:27) His thinking on the US Inflation Reduction Act and expanding refining capacity ex China
- (4:10) His thoughts on the Albermarle offer
- (4:53) Why investors should invest in Liontown
Note: This interview was filmed yesterday, 16 May 2023.
View both parts of the latest episode of our Meet the Analyst series where our Market Analyst, Grady Wulff, sits down with Dr. Tara Speranza, Healthcare & Biotech Analyst at Bell Potter, to discuss her outlook on the stocks she covers, Orthocell (ASX:OCC), Microba Life Sciences (ASX:MAP), and Monash IVF Group (ASX:MVF).
Take a look at Dr. Tara's journey, her approach to analysing a company, and the first stock to be discussed, Orthocell (ASX:OCC).
In this video, Dr. Tara discusses:
- (0:59) Becoming a Bell Potter Analyst
- (2:56) Approaches to analysing a company
- (7:18) Orthocell's global 25-year exclusive agreement
- (7:53) Orthocell's TGA approval for its Remplir device
- (8:44) Orthocell's speculative buy rating
Note: This interview was filmed on 7 February 2023.
Continue on to learn about the remaining stocks, Microba Life Sciences (ASX:MAP) and Monash IVF (ASX:MVF), as well as what to expect from these companies in 2023.
In this video, Dr. Tara discusses:
- (0:34) Impacts of Ferring's FDA approval on Microba
- (5:30) Drivers behind Microba's increase in revenue
- (7:12) What 2023 looks like for Monash IVF
- (8:39) Monash IVF's rating
- (11:45) Monash IVF's impact from legal action
Note: This interview was filmed on 7 February 2023.
In this instalment of our From the helm series, Bell Direct’s Grady Wulff speaks to Pilbara Mineral's (ASX:PLS) Managing Director & CEO, Dale Henderson.
Pilbara is making waves in the global lithium boom through its Pilgangoora Project, which is one of the largest independently owned hard rock lithium mines in the world.
In this video Dale discusses:
- (0:32) The new partnership with Calix and what it means for PLS
- (1:55) The Pilgangoora expansion opportunities
- (2:41) How PLS plans to expand the market share moving forward
- (3:53) The outlook Pilbara Mineral's has on lithium demand
- (5:19) Why Pilbara over alternate lithium stocks
Note: This interview was filmed on 30 November 2022.
In Part 2 of our Meet the Analystseries, Bell Direct's Grady Wulff sits down with Olivia Hagglund to talk about the stocks she covers in the technology sector: Ai Media (ASX:AIM) and Cluey (ASX:CLU).
In this video, Olivia discusses:
- (0:30) The reasoning behind the rating and price target of AIM
- (2:23) How AIM stays relevant post-pandemic
- (4:08) What AIM can do to overcome the risk of data breach
- (7:38) The rationale behind CLU's target price
- (10:15) How Cluey aims to grow, expand and innovate
Note: This interview was filmed on 20 October 2022.
View our brand new series:Meet the Analyst where Bell Direct's, Grady Wulff sits down and discusses stock recommendations with the analysts behind Bell Potter’s research.
Olivia Hagglund analyses stocks in the technology sector and discusses what’s important when valuing a company.
In this video, Olivia discusses:
- (0:29) Her background as an analyst
- (1:30) What approach she takes when analysing a stock
- (3:21) What she looks out for when making a price target on a stock
- (4:34) Janison's performance post pandemic
- (9:00) What makes Janison stand out from an investor point of view
Note: This interview was filmed on 20 October 2022.
In this instalment of our From the helm series, Bell Direct’s Grady Wulff speaks to Starpharma's (ASX:SPL) Chief Executive Officer, Dr. Jackie Fairley.
Starpharma Holdings Limited (ASX:SPL) is a global biopharmaceutical company and a world leader in the development of new pharmaceutical and medical products based on proprietary polymers called dendrimers. In this video Dr. Fairley discusses:
- (0:56) A brief overview of Starpharma
- (2:31) Growing distribution network for Viraleze
- (3:29) SPL's exciting oncology portfolio and key partnerships with major companies
- (4:56) How Viraleze works and the market opportunity going forward
- (6:09) What's coming up next for SPL
In the most recent ASX-partnered ‘Ringing the Bell’ series, Tim Sparks talks to Roger Daniel, Senior Product Manager at the ASX.
As at the end of the June quarter, ETF assets listed on the ASX were above $121 billion across 275 products. Australian investors continue to embrace the ETF structure to gain access to markets and asset classes not previously available on the ASX.
In this video, Tim and Roger discuss:
- (1:00) Where ETF investors have been allocating their money
- (3:02) Potential shifts in investor behaviour and sentiment
- (5:25) The most common thematic ETFs
- (6:48) The ASX's three key considerations when admitting an ETF
This interview was filmed on Tuesday 2nd August 2022.
As we enter into the new financial year, Sophia Mavridis caught up with SMSF expert Olivia Long.
They discuss a number of key changes to super that create opportunities for all SMSF members to grow their retirement savings.
In this video Olivia covers:
- (0:28) Two key changes to super that are now in effect
- (2:36) The super guarantee contribution rate for FY23
- (3:37) The increased cut-off age to access the bring forward rule
- (4:45) Changes to the downsizer contribution
- (5:44) The First Home Super Saver Scheme
- (6:17) Tips for retirees to consider
This interview was filmed on Wednesday 22 June 2022.
Inflation is growing at its fastest pace in 20 years. The cost of living is rising, and company profits are under pressure. This has led to a significant amount of media coverage for investors to work through.
So, our Market Analyst, Sophia Mavridis, sat down with James Holt, Director of Investment Solutions at Perpetual, to discuss the key considerations for investors in an inflationary market environment.
In this video James covers:
- (1:23) What's driving inflation
- (2:56) How markets have generally reacted
- (4:08) The consequences for equities
- (4:41) What stocks Perpetual favours
This interview was filmed on Thursday the 9th of June 2022.
In this instalment of our From the helm series, Bell Direct’s Sophia Mavridis speaks to Immutep's (ASX:IMM) Executive Director and CEO, Marc Voigt.
Global biotechnology company, Immutep is a leading developer of autoimmune and cancer immunotherapy treatments. The business has been gaining a lot of attention lately as its lead product is in its late-stage clinical trials for metastatic breast cancer.
In this video Marc discusses:
- (0:40) What IMM does and its key strength in the market
- (1:27) The impact of the FDA's recent feedback on its lead product
- (2:53) IMM's collaborations with big pharma names like Pfizer & Merck
- (4:03) When to expect data from its current clinical trials
- (5:10) What's coming up for IMM
Note: This interview was filmed on 22 March 2022.
In the most recent ASX-partnered ‘Ringing the Bell’ series, Tim Sparks talks to Blair Harrison, Senior Manager of Listings at the ASX.
2021 saw 240 new companies start their journey on the ASX, the highest level since the mining boom in 2007. It was also a record year for billion-dollar IPOs.
In this video, Tim and Blair discuss:
- (0:49) The breakdown of IPOs by industry
- (1:29) Four multi-year trends that continue to play out
- (2:27) Why overseas companies choose to list in Australia
- (4:57) The IPO pipeline for 2022
- (5:54) How you could position IPOs in your portfolio
This interview was filmed on Wednesday 16th March 2022.
In the most recent ASX-partnered ‘Ringing the Bell’ series, Jessica Amir talks investing in managed funds, or ‘mFunds’, with Helen Chong, Business Development Manager of Investment Products at the ASX.
mFunds can be bought and sold through the ASX just like a share, and popularity is taking off, with mFund investments growing 50% over the last year.
In this video, Jessica and Helen discuss:
- (0:48) The benefits of using mFunds for investors
- (2:25) The most popular mFunds over the last 12 months
- (5:22) Why an investor could use mFunds over ETFs
- (6:12) Key considerations before investing in mFunds
In this instalment of our From the helm series, Bell Direct’s Jessica Amir speaks to Cirralto's (ASX:CRO) MD and CEO, Adrian Floate.
Micro-cap company, Cirralto has been making waves amid the world’s shift to a cash free society, and with partnerships with companies like Xero and MYOB, it's a company that's worth keeping an eye on.
In this video Adrian discusses:
- (0:34) CRO's diverse product offering: the four key pillars
- (2:16) Triple digit growth and key catalysts for shareholders
- (3:33) New partnerships on the horizon
- (4:05) Where CRO will be in three years' time
In this instalment of our From the helm series, Bell Direct’s Jessica Amir speaks to Immutep's (ASX:IMM) Executive Director and CEO, Marc Voigt.
Immutep has gained a lot of attention, as its trials in collaboration with big-names, Pfizer and Merck, has seen a remission in patients' tumours. Between capital raisings and partnerships, Immutep continues to deliver impressive results...
In this video Marc discusses:
- (0:40) IMM's progress: the year that was, and the year ahead
- (1:30) Promising results from an IMM study in collaboration with Pfizer and Merck
- (2:29) Its unique discovery in immunotherapy - which spells new opportunities
- (4:02) Key catalysts that could drive share price growth
- (6:00) Fund managers who bought into IMM recently - and how funds raised will be spent
This interview was filmed on 18 August 2021.
In the most recent ASX-partnered "Ringing the Bell" series, Jessica Amir talks ETF trends with Rory Cunningham, Senior Manager of Investment Products at the ASX.
Since 2016, we've seen the ETF market quintuple to $100 billion. There are also now over 220 ETFs listed on the ASX. But what's driving this growth? In this video, Jessica and Rory look at the 5 major drivers of ETF growth.
They discuss:
- (0:53) Younger generations increasingly using ETFs
- (2:02) Investors using ETFs to invest in megatrends
- (4:02) The US$1.3 trillion expected to flow into global ESG ETFs
- (6:08) Breaking the Aussie home bias through ETF investing
- (9:18) The rising popularity of multi-asset (fully diversified) ETFs among older investors
This interview was filmed on Friday 13th August 2021.
In this instalment of our From the helm series, Bell Direct’s Jessica Amir speaks to Province Resources' (ASX:PRL) MD & CEO, David Frances.
The global clean energy movement continues to gain momentum, as governments change laws and investors strive to be more environmentally conscious. A revolutionary energy solution, hydrogen power, is gaining a lot of traction. And the first entrant to this industry on the ASX, Province Resources has seen its share price grow a remarkable 1,000% this year... could there be more to come?
In this video David discusses:
- (0:54) The basics of PRL's WA project
- (2:10) What PRL's partnership with Total Eren means for PRL shareholders
- (3:00) How its competitors can only cash in on PRL's 'left overs'
- (3:39) The key catalysts that could drive share price growth
- (4:52) PRL's 2-year plan
Could the 21st century be the age of the electric hum? With Norway and the Netherlands planning to completely ban petrol cars and another 30 countries planning to be emission free by 2050 the electric vehicle (EV) mega trend is well worth deeper analysis.
In our latest interview, Bell Direct’s Jessica Amir speaks to Loftus Peak's Chief Investment Officer, Alex Pollak, and Hyperion's Chair, Tim Samway to get their expert insights on what investors should consider when investing in the global EV market.
In this video, Jessica, Alex & Tim discuss:
- (1:05) The most telling piece of evidence that supports the EV mega trend
- (2:55) The challenge for existing companies producing fossil fuel cars
- (4:04) The impact on consumers as EVs scale up
- (5:07) How investors can tap into the EV mega trend
With the end of the 2021 financial year just around the corner, Jessica Amir caught up with Bell Direct SMSF expert Olivia Long.
Olivia shares a strategy for SMSF investors that many accountants may not be aware of, plus, she provides some words of wisdom for those that take advantage of salary sacrificing.
In this video Olivia covers:
- (0:32) The importance of topping up your super if you're still working, or why you might need to take money out before June 30 - if you're retired
- (0:53) How you can claim a tax deduction this current year
- (2:07) Three key considerations for SMSF investors
In the most recent ASX-partnered "Ringing the Bell" series, Jessica Amir talks once more with Andrew Campion, General Manager of Listed Products at the ASX.
With the financial year nearly coming to a close, Jess and Andrew reflect on what's driving markets and touch on ETFs that have outperformed the Aussie share market. They also reflect on new emerging opportunities to consider.
In this video, Jess and Andrew discuss:
- (0:55) What's driving the economy & markets
- (2:25) Two outperforming ETFs that are up about 30% YTD
- (5:38) How to look at valuing a company
- (6:50) How to tap into megatrends: a Tech case study
- (7:48) The ETF picking checklist
- (8:36) Investment opportunities for the new financial year
This interview was recorded on Wednesday 9th June 2021.
In this instalment of our From the helm series, Bell Direct’s Jessica Amir speaks to IOUpay's (ASX:IOU) Chief Marketing Officer, Calvin Yeap.
Another Buy Now Pay Later (BNPL) industry player, IOUpay is the Asian industry giant. It boasts a proud 20 year history in online banking, which in turn sets IOU apart from the rest of the industry. Could this be the BNPL platform to rule them all?
In this video Calvin discusses:
- From banking platform to BNPL leader: IOU's story
- How IOU's BNPL offering differs from the rest of the pack
- The impact of COVID-19 restrictions on the business
- IOU's future proofing plan: warding off competition
- Where IOU plans to be in 2 years
In this instalment of our From the helm series, Bell Direct’s Jessica Amir speaks to Zip's (ASX:Z1P) Co-founder and COO, Peter Gray.
The Buy Now Pay Later (BNPL) industry has never been hotter, and Zip has become an increasingly dominant contender in the United States. It's been one of the most traded stocks across Bell Direct, it's rated as a Citi BUY, with many viewing the stock as the undervalued cousin of Afterpay...
In this video Peter discusses:
- Where Zip sits in the BNPL industry
- Zip's unique selling proposition and who it's appealing to
- Continued growth in a seasonally weak period
- Catalysts for future growth: gaining US market share & moving into Asia
- How the business views the competitive landscape
- Future horizons: the two-year plan
In the most recent ASX-partnered "Ringing the Bell" series, Jessica Amir talks to Andrew Weaver, Senior Manager of Investment Products at the ASX.
ETF assets have just passed $100 billion in Australia. Jess and Andrew discuss 'active Exchange Traded Funds' and the evolution of cryptocurrency ETFs.
In this video, Jessica and Andrew cover:
- What you need to know about active ETFs
- Active strategies in the pipeline
- Recent ETF innovations
- ESG investing: is it growing faster than the rest of the ETF market?
- Cryptocurrency ETFs: the next big thing?
In this instalment of our From the helm series, Bell Direct’s Jessica Amir speaks to IMDEX's (ASX:IMD) CEO, Paul House.
Mining spending is predicted to lift 20% this year, making mining fundamentals quite attractive. These fundamentals, partnered with a strong future proofing strategy marks IMD as a serious contender for a spot in investors' portfolios.
In this video Paul discusses:
- (0:41) IMD's unique product offering and solutions
- (2:08) How IMD are diversifying and future proofing
- (4:05) The key catalysts that will drive share price growth
- (5:17) The two-year plan
In the most recent ASX-partnered "Ringing the Bell" series, Jessica Amir talks to Anastasia Anagnostakos, Business Development Manager at the ASX.
In celebration of International Women's Day, Jess and Anastasia deep dive into female investing trends along with some tips on how ladies can get started on their investment journey.
In this video, Jessica and Anastasia cover:
- (0:51) Female trends; the average female stock portfolio returns are strong
- (1:57) The stocks & ETFs women are investing into to meet their investment objectives
- (3:59) 51% of people intending to invest are women
- (4:58) How ladies can start investing and tips for younger investors
- (6:48) Why the investment journey should start now
In this instalment of our From the helm series, Bell Direct’s Jessica Amir speaks to Pacific Smiles' (ASX:PSQ) MD & CEO, Phil McKenzie.
Pacific Smiles' shares have outperformed the market, rising 15% so far this year. The business remained profitable and continued to grow revenue despite the pandemic. Find out how this perceivably pandemic proof business is keeping its investors smiling.
In this video Phil discusses:
- (0:41) The 470,000 appointments in the first-half of FY21
- (1:29) New catalysts: PSQ's expansion potential
- (2:30) What to expect this year following its recent reporting results
- (3:08) The two-year plan - PSQ's path to 250 centres
In this instalment of our From the helm series, Bell Direct’s Jessica Amir speaks to Lake Resources' (ASX:LKE) MD, Steve Promnitz.
With electric car-makers searching for clean energy sources, high-quality pure lithium company LKE has seen its shares skyrocket over 400% so far this year.
In this video Steve discusses:
- (0:35) LKE's pitch; including its prime location near lithium giants Orocobre (ASX:ORE) and China's Gangfeng
- (2:37) New catalysts: forming new partnerships with household names, plus expanding its collaboration with Novonix (affiliated with Tesla)
- (4:15) How the shift to electric vehicles benefits LKE
- (5:01) Where LKE will be in two years
In the most recent ASX-partnered "Ringing the Bell" series, Jessica Amir talks to James Posnett, Senior Manager of Listings at the ASX.
Did you know that Initial Public Offerings (IPOs) jumped 23% in 2020, with a big influx in December. Jess and James deconstruct the 2020 IPO frenzy, before moving to the IPO pipeline for 2021.
In this video, James covers:
- (0:33) The three IPO themes of 2020 that will play out in 2021
- (1:45) How the 200 tech and international IPOs can diversify portfolios
- (3:06) Golden soil - why international companies are listing on the ASX
- (4:03) What companies might come to the ASX this year
In this instalment of our From the helm series, Bell Direct’s Jessica Amir speaks to Cyclopharm's (ASX:CYC) MD & CEO, James McBrayer.
Cyclopharm is a little known Aussie company. Its medical technology is used in 60 countries around the world to help doctors identify lung capacity, as well as find potential blood clots. With earnings mostly coming from Europe, CYC's US journey gathers momentum with USFDA approval looming. The US is home to the world's largest nuclear medicine market.
In this video James discusses:
- (0:31) What CYC does & its "imminent" entry into the US
- (1:11) Key catalysts to drive share price growth
- (1:47) Commercialising the product in the US
- (2:46) CYC's product being endorsed to help fight COVID-19 in the US
- (3:31) How the company has reduced its risks
- (4:56) After a 110% rise in share price last year, what can investors expect for the year ahead?
Tech stocks and ETFs made headlines in 2020, but what could take centre stage in 2021? Jess caught up with Chris Bennett, Director of Index Investment Strategy at S&P Dow Jones Indices to get his thoughts.
In this video Chris covers:
- (0:36) The next biggest investment trend
- (1:25) How 'normal' could be returning quicker than you'd think
- (2:15) Cyclicals rallying as long as the economy grows
- (3:29) The mining boom is taking shape... but when could it end?
- (4:20) What investors could be considering to hedge
- (5:31) The case for global diversification
In this instalment of our From the helm series, Bell Direct’s Jessica Amir speaks to Matt Gaden, the Head of Australia at Janus Henderson (ASX:JHG).
Janus Henderson is a global asset manager with nearly $500 billion dollars under management. Its share price is up around 100% since its COVID-19 low with further growth on the cards.
In this video Matt discusses:
- (0:34) Why investors should consider JHG
- (1:20) Why JHG is poised for further growth
- (3:08) Key investment opportunities for 2021
- (5:05) What to look out for in an ESG stock
With the marked increase of Australians opening SMSFs this year, Jessica Amir caught up with Bell Direct SMSF expert Olivia Long.
Olivia discusses why more Australians are opting to run their own super fund, as well as some key strategies that you might be able to take advantage of, if you run or start your own SMSF.
In this video Olivia covers
- (0:45) Key trends in the SMSF industry
- (1:38) How COVID-19 is prompting SMSF establishments
- (2:44) The tax effectiveness of superannuation
- (3:33) Three strategies to consider if you're a non-retiree SMSF user
In the most recent ASX-partnered "Ringing the Bell" series, Jessica Amir talks to Martin Dinh, a Senior Product Manager from the ASX.
They discuss the stocks and ETFs that dominated 2020, and cast their eyes on what to watch in 2021. Jessica and Martin also cover ESG investing, the acceleration of the tech sector and the continued purchase of 'beaten down' stocks and ETFs.
In this video, Martin covers:
- (1:17) The key take-outs from 2020
- (3:03) Why underperforming ETFs look good for 2021
- (4:00) The increased appetite for ESG portfolios
- (5:19) Whether Technology ETFs are a fad
- (7:04) How the ETF structure held up during the pandemic
In this instalment of our From the helm series, Bell Direct’s Jessica Amir speaks to carsales.com (ASX:CAR) CEO, Cameron McIntyre.
A number of behavioural shifts have emerged during COVID-19 that are affecting the way Australians buy cars. CAR's shares have benefited, up about 100% from March this year, despite travel restrictions.
In this video Cameron discusses:
- (0:45) What's driving CAR's share price
- (2:09) How COVID-19 has set the trend for used car sales
- (3:52) What could drive further share price growth
- (6:29) Why you should consider adding CAR to your portfolio
In the most recent iteration of our ASX-partnered "Ringing the Bell" series, Jessica Amir talks to Rob Nash, Head of Relationship Management - Trading Services for the ASX.
So far in 2020, investors have navigated COVID-19, synchronised global central bank stimulus and most recently, the U.S. election. Hear more about how retail investors are adjusting their investment portfolios.
In this video, Rob covers:
- (0:47) Investors taking charge with retail participation surging
- (2:42) Investment themes: from tech to blue-chips
- (4:22) Popular ETF investments this year
- (5:42) Stocks to watch after the U.S. election
We're delighted to introduce our new series "Ringing the Bell" with the ASX. Jessica Amir will be catching up with key figures from the ASX to bring you the latest investing trends, considerations and insights.
In the inaugural instalment of this series, Jessica caught up with the ASX's General Manager of Investment Products, Andrew Campion, to unveil the major trends highlighted in the "ASX Australian Investor Study 2020."
In this video, Andrew covers:
- (0:51) How Aussies have invested since COVID-19
- (2:36) The influx of young people into the market
- (4:29) Girl power: more women are investing than ever before
- (6:00) Increasing risk appetites
- (7:59) Where investors want to invest in the next 12 months
Jessica Amir caught up with Investment Trends' Research Director, Recep Peker to chat about the $733bn Self-Managed Super Funds (SMSF) industry.
Investment Trends, a leading financial services market research organisation, surveyed the SMSF industry from March to August, to see how they reacted to the pandemic and to determine what they're planning on doing next.
In this video, Recep talks about:
• (0:47) The top challenges for SMSFs
• (2:06) What SMSF trustees are doing differently
• (2:35) The defensive pre-pandemic positioning of SMSF trustees
• (3:05) How SMSFs are taking advantage of discounted stocks
• (4:00) What older vs. younger trustees are investing in
• (5:25) How and why SMSF trustees are diversifying their investments
In this instalment of our From the helm series, Bell Direct’s Jessica Amir speaks to Westgold Resources' (ASX:WGX) CEO, Debbie Fullarton.
A significant player in the Australian gold market, valued at over $1 billion and a Bell Potter buy, WGX is certainly worth a thought. With new mines materialising in the not-so-distant future, and with them, a 15-30% increase in gold sales projected, the Perth mining giant becomes even more attractive...
- (0:26) WGX's elevator pitch
- (1:52) What's driving the growth?
- (3:00) Where the future of the gold price lies
- (4:19) Mining and sustainability - the WGX approach
- (5:42) How WGX addresses gender balance
In this instalment of our From the helm series, Bell Direct’s Jessica Amir speaks to Megaport's (ASX:MP1) CEO, Vincent English.
Cloud services business Megaport is a leader in the Network-as-a-Service (NaaS) market. With its revenue jumping 66%, and its shares rising about 46% year-to-date, Megaport has enjoyed success in an otherwise turbulent market. Only one question remains - what's its path to profitability?
In this video Vincent discusses:
- (0:24) MP1's elevator pitch
- (1:52) What investors should know about MP1's results
- (4:18) When investors can expect MP1 to generate net profit after tax
- (4:53) The inside scoop on the cloud industry
- (7:09) MP1's focus on ESG
- (8:58) How MP1 addresses gender balance
This interview was conducted on the 8th of September, 2020.
In this instalment of our From the helm series, Bell Direct’s Jessica Amir speaks to Centuria Capital's (ASX:CNI) Joint CEO, John McBain.
With the search for stability increasing, Centuria Capital Group might be worth a thought. The listed property fund manager has grown its earnings over the past six years, which has led to strong historical dividends. CNI exceeded its FY20 operating earnings per security guidance and has already acquired $600m in direct real estate in FY21.
In this video John discusses:
- (0:42) CNI's elevator pitch
- (1:13) The highlights of its FY20 financial report
- (1:55) Acquiring NZ fund manager, Augusta Capital - the key facts
- (3:10) Future growth prospects: $900m funds growth in six months
- (4:28) Strong rent collections despite the pandemic: CNI is collecting 90% of its rents, why?
- (6:19) Centuria Capital is BIG... what makes up the group?
In this instalment of our From the helm series, Bell Direct’s Jessica Amir speaks to a2 Milk's (ASX:A2M) Asia Pac CEO, Peter Nathan.
Since debuting on the ASX five years ago, a2 Milk has consistently outperformed the broader market by delivering strong profit, earnings and revenue results. With such a strong growth history, it begs the question - is the grass really greener with a2 Milk and how will it spend its surplus cash?
In this video Peter discusses:
- A2M's elevator pitch
- What investors need to know now
- What's in the pipeline?
- A2M's regional and product revenue breakdown
- Why there was a sell-off on the day of A2M's results
- Where the growth is coming from?
- Why you should add A2M to your portfolio
In this instalment of our From the helm series, Bell Direct’s Jessica Amir speaks to Splitit's (ASX:SPT) CEO, Brad Paterson.
After being an executive at Visa and Paypal, Brad now heads up the US-based, buy now, pay later company. Splitit has seen record sales growth in North America and Europe, and its shares have gained over 110% on the ASX so far in 2020. Splitit partners with credit card providers, including Mastercard, allowing consumers to use their credit limit to pay for items “in bite sized chunks”.
In this video Brad discusses:
- (0:43) How Splitit works
- (1:43) What to expect for the buy now, pay later industry in 10 years
- (2:51) Operational results: Quarterly and year-on-year sales surge due to a COVID-19 induced change in consumer buying behaviour
- (4:26) What to expect after the Government handouts come to an end
- (7:03) The most popular items bought using Splitit
- (8:01) Regulation to shake the industry
- (8:59) Why you should add SPT to your portfolio
In this instalment of our From the helm series, Bell Direct’s Jessica Amir speaks to Elders' (ASX:ELD) MD & CEO, Mark Allison.
Elders' shares have gained over 50% so far in 2020, so it's no wonder the Consumer Staples business has garnered the attention of the market. Four of its five business divisions are benefiting from increased demand, seasonable changes, and organic growth, which is why Elders also looks like it's sowing a path for further growth.
Mark reflects on historical results that defied expectations, what to expect from its results in November, and how it's taking part in growing the Australian Agricultural industry by $40 billion in 10 years.
This interview was recorded on the 7th July 2020.
In this instalment of our From the helm series, Bell Direct’s Jessica Amir speaks to Auswide Bank's (ASX:ABA) Managing Director and CEO Martin Barrett.
Auswide Bank is a classic Aussie success story - starting as a regional bank and growing to national status. Auswide Bank’s nimble nature has seen it grow half-year profits over 9% as it broadens the competitive landscape.
In this video, Martin discusses what to expect from its second-half results due in August, what the challenges are for the bank amid COVID-19, and how the State of Origin is boosting its brand.
In the latest instalment of Bell Direct's From the helm series, Jessica speaks with Select Harvests' (ASX:SHV) MD & CEO Paul Thompson.
Select Harvests is one of the world's largest almond growers and the business has been consistently growing its earnings and cashflow for the last three years. UBS and Bell Potter both back the stock as a Buy.
In this video, Paul talks to the ins-and-outs of almond production and distribution, with its products being available in Australian supermarkets, as well as in China, India and Europe. Despite challenging conditions and higher water prices, output has remained solid – and the business has already inked 70% of its crop sales for 2020.
Note: This was recorded on Monday 25 May 2020.
In this instalment of our From the helm series, Ingenia Communities' (ASX:INA) MD & CEO, Simon Owen talks us through how its shares have gained >600% over the past 8 years.
Simon explains how the business has navigated turbulent COVID-19 waters; what’s in the pipeline with the economy reopening; other business projects, as well as why earnings are likely to continue to grow.
This interview was recorded on Friday the 22nd of May 2020.
Jordan Eliseo, Senior Investment Manager from Perth Mint (ASX:PMGOLD) walks us through its success story. How is it possible for PMGOLD to be the best performing ETF year-on-year, according to Bell Direct's Strategy Builder tool?
What lies ahead for the gold price, and what are the fundamental tenets of gold's performance vs. equities?
In the latest instalment of Bell Direct's From the Helm series, Jess speaks with Bubs Australia's founder & CEO Kristy Carr.
In this video, Kristy talks to the reasoning behind Bubs Australia’s (ASX:BUB) strategic direction in the Australian market and their plans for overseas expansion. Kristy also sheds some light on their impressive first half results.
How does the Bubs Australia product range differ from its key competitors, and how is COVID-19 impacting the business?
In the latest instalment of Bell Direct's From the helm series, Jess speaks with Appen's CEO Mark Brayan.
Just what exactly does Appen do? Mark explains Appen's hand in developing technologies from autonomous vehicles to voice recognition, and how they've managed to grow their share price by 4000%.
For 5 years straight, all of Appen's key financial metrics have grown. So what does its future hold? What do their partnerships with the world's major tech companies and the US government mean?
In the latest instalment of Bell Direct's From the helm series, Jess has a chat with CSL's CFO David Lamont.
David gives the inside scoop on CSL, the market leader in the blood plasma and vaccine market. Additionally, he explains CSL's own products, programmes and partnerships, and the steps taken by the medical giant to tackle coronavirus.
Plus, he sheds some light on the unique situation the broader pharmaceuticals industry finds itself in when it comes to new competition, as well as CSL's future proofing strategy.
In the latest instalment of Bell Direct's From the helm series, Jess speaks with Brickworks' Managing Director Lindsay Partridge.
Lindsay reflects on how Brickworks has sucessfully grown from a small Australian brick company to a well-diversified multinational company.
What projects are in the mix? How has Brickworks managed to maintain dividend repayments since 1976? Why is Brickworks a favourite stock pick amongst retirees?
Jess caught up with Bell Potter's Head of Research TS Lim to find out what investors should look out for this reporting season.
They also covered:
- Bell Potter's top pick for banks and insurers
- A regional bank pick
- The pecking order for majors
Magellan Chairman, Co-Founder and CIO Hamish Douglass, discusses everything from the trade dispute with China, right the way through to the Magellan investing 'secret sauce'. Hear it straight from the helm, how despite achieving extraordinary levels of success, Magellan maintains a humble culture and investing mindset.
BlackRock’s Chief Investment Officer, Australia, Michael McCorry paves out what to expect in 2020, from not expecting 20% returns, to tilting towards cyclical stocks that will outperform from the rise of global growth and manufacturing. Plus, what Australian's can expect from the May 2020 budget.