Shows / Homodeus Research
Episodes
- Homodeus Research
Black Canyon (ASX:BCA): Brendan Cummins on Wandanya, 23.6Mt Manganese & the Path to Production
Can Black Canyon (ASX) turn its Wandanya manganese discovery into a new Western Australian mining operation as global manganese supply tightens? In this…
- Homodeus Research
Solvar (ASX:SVR): Scott Baldwin on the $1bn Loan Book, Record Lending Growth & Dividends
Can Solvar (ASX) accelerate growth as its Australian loan book passes $1 billion and lending originations move to record levels? In this episode of the…
- Homodeus Research
Volt Resources (ASX:VRC): Prashant Chintawa on US Graphite, Alabama & Government Funding
Can Volt Resources (ASX) build a meaningful position in America’s emerging high-purity graphite supply chain? In this episode of the Homodeus Research Podcast…
- Homodeus Research
Strata Minerals (ASX:SMX): Pete Woods on the 42koz Gold Resource, BML Ventures & the Path to Production
Can Strata Minerals (ASX) turn its newly defined gold resource into a near-term producing asset while continuing to unlock a much larger exploration…
- Homodeus Research
Elk Range Mining (ASX:ELK): Edward Keyes on Visible Gold, the Friday Mine & Idaho's District-Scale Opportunity
Can Elk Range Mining (ASX) unlock a historically productive but underexplored gold district in Idaho using modern Australian exploration techniques? In this…
- Homodeus Research
TIP Group (ASX:TIP): Andrew Coleman on Compounding, Private Equity & Patient Capital
What happens when an investment company stops chasing short-term growth and instead builds its entire strategy around compounding for decades? In this episode…
- Homodeus Research
Trajan (ASX:TRJ): Stephen Tomisich on Earnings Recovery, AI & Healthcare
Can Trajan turn its improving earnings and cash generation into sustained growth? In this episode of the Homodeus Research Podcast, Wei Sim speaks with Trajan…
- Homodeus Research
Advanced Engineered Materials (ASX): Richard Seville & Mick Adams on HPA, AI & Semiconductors
Can Advanced Engineered Materials (ASX) capitalise on rapidly growing demand for high-purity alumina across semiconductors, AI infrastructure and advanced…
- Homodeus Research
Neurizon Therapeutics (ASX): Sergio Duchini & Dan O'Connell on NUZ-001, HEALEY Phase 2/3 & ALS
Neurizon Therapeutics (ASX) is approaching a critical period in the development of NUZ-001 for amyotrophic lateral sclerosis (ALS), the most common form of…
- Homodeus Research
Aureka Limited (ASX:AKA): James Gurry on Fiddlers Creek, Wedderburn Mill & the Path from Explorer to Producer
Can Aureka Limited (ASX) transform from a Victorian gold explorer into a producer while continuing to advance its larger growth projects? In this episode of…
- Homodeus Research
RareX (ASX): James Durrant on Copper Porphyry Potential, Rare Earths & Mrima Hill
Could RareX (ASX) be entering a new phase as exploration at Khaleesi shows signs of a potential copper porphyry system while the company advances its broader…
- Homodeus Research
Dimerix (ASX: DXB): Nina Webster on DMX200, DMX652 & the Global Kidney Drug Opportunity
Can Dimerix build a global kidney disease business around two clinical-stage drug candidates? Dimerix (ASX: DXB) Managing Director and CEO Nina Webster joins…
- Homodeus Research
Whitefield Investments (ASX:WHF, ASX:WHI): Angus Gluskie on Quant Investing, Monthly Franked Income & 100 Years of InvestingHow does a 100-year-old Australian investment manager combine long-term inve
How does a 100-year-old Australian investment manager combine long-term investing principles with modern quantitative strategies? In this episode of the…
- Homodeus Research
Clarity Pharmaceuticals (ASX:CU6): Executive Chair Dr Alan Taylor on Phase 3, Co-PSMA & the Future of Prostate Cancer ImagingUntitled episode
Further Reading & Listening 🎧 GU Cast | Urology Podcast – "Is Copper the new Gold??! Co-PSMA trial in European Urology"…
- Homodeus Research
Flexiroam (ASX:FRX): Founder Jef Ong on eSIM, Global Connectivity & the Company's Turnaround Strategy
Can Flexiroam (ASX:FRX) become a global leader in eSIM connectivity? In this episode of the Homodeus Research Podcast, Founder & CEO Jef Ong and CFO Grant Wong…
- Homodeus Research
Green & Gold Minerals (ASX:GG1): MD Quentin Hill on Gold, Copper & North Queensland's Emerging Critical Minerals Opportunity
Can Green & Gold Minerals (ASX:GG1) become one of North Queensland's next significant gold and critical minerals explorers? In this episode of the Homodeus…
- Homodeus Research
SCX.ai (ASX:SCX): CEO David Keane on Sovereign AI, AI Factories & Australia's AI Infrastructure Opportunity
Can Australia build sovereign AI infrastructure that competes on the global stage? In this episode of the Homodeus Research Podcast, David Keane, Co-Founder &…
- Homodeus Research
Critical Resources (ASX:CRR): CEO Tim Wither & Industry Expert Eric Martinez Gurrea on AI Data Centre Cooling, Two-Phase Technology & the Future of AI Infrastructure
Can the next major AI investment opportunity come from solving one of artificial intelligence's biggest infrastructure challenges? In this episode of the…
- Homodeus Research
Alterity Therapeutics (ASX:ATH): CEO Dr David Stamler on ATH434, FDA Phase 3 & the Quest to Treat Multiple System Atrophy
Can Alterity Therapeutics (ASX:ATH) become the first company to develop a disease-modifying treatment for Multiple System Atrophy (MSA)? In this episode of the…
- Homodeus Research
Complii FinTech (ASX:CF1): Executive Chair Craig Mason on AI, SaaS & the Future of Capital Markets Technology
Can Complii FinTech Solutions (ASX:CF1) become the software infrastructure powering Australia's capital markets? In this episode of the Homodeus Research…
- Homodeus Research
Alma Metals (ASX:ALM): CEO Frazer Tabeart on the Briggs Copper Project & Queensland's Largest Undeveloped Copper Resource
What does it take to develop one of Queensland's largest undeveloped copper projects? In this episode of the Homodeus Research Podcast, Frazer Tabeart…
- Homodeus Research
Way2VAT (ASX:W2V): CEO Amos Simantov on AI, TaxTech & the Future of Global Tax Compliance
How can artificial intelligence simplify one of the world’s most complex business processes? In this episode of the Homodeus Research Podcast, Amos Simantov…
- Homodeus Research
McLaren Minerals: Unlocking a Major Titanium Opportunity in Western Australia | CEO Interview
Could titanium become one of the next major critical minerals investment themes? In this episode of the Homodeus Research Podcast, the CEO of McLaren Minerals…
- Homodeus Research
Freelancer (ASX:FLN): CFO Dylan Carter on AI, Escrow.com & the Future of Online Work
How is Freelancer (ASX:FLN) positioning itself for the next wave of AI-driven productivity and global digital commerce? In this episode of the Homodeus…
- Homodeus Research
Butn (ASX:BUT): CEO Rael Ross on Embedded Finance, SME Lending & the Future of Business Funding
How is embedded finance reshaping the way small businesses access capital? In this episode of the Homodeus Research Podcast, Rael Ross, CEO of Butn (ASX:BUT)…
- Homodeus Research
Vmoto (ASX:VMT): CEO Ivan Teo on Uber, Ducati, MotoGP & the Future of Electric Motorcycles
How does an Australian-listed company become one of the world's leading electric two-wheeler manufacturers? In this episode of the Homodeus Research Podcast…
- Homodeus Research
Havilah Resources (ASX:HAV): Copper, Gold & Critical Minerals in South Australia
Havilah Resources (ASX:HAV) Managing Director Dr Chris Giles joins Homodeus Research to discuss the company's strategy of discovering, advancing and partnering…
- Homodeus Research
Unlocking Untested Gold Potential in Nevada | Union Star Metals (ASX:USM) CEO Lucas Stanfield
Union Star Metals (ASX:USM) CEO Lucas Stanfield joins Homodeus Research to discuss the company's transformation into a focused US precious metals explorer and…
- Homodeus Research
The Future of Helium & Natural Hydrogen | Prominence Energy (ASX:PRM) with COO Dr Krista Davies
Helium is becoming an increasingly strategic commodity, underpinning industries such as semiconductors, AI infrastructure, MRI systems, aerospace and advanced…
- Homodeus Research
The Future of Battery Chemistry with Firebird Metals (ASX:FRB) CEO Ron Mitchell
In this episode of the Homodeus Research Podcast, Wei Sim sits down with Ron Mitchell, Managing Director of Firebird Metals, to discuss one of the most…
- Homodeus Research
Qualitas (ASX: QAL): Banks Are Retreating From Real Estate — Here's Who's Stepping In
Qualitas (ASX: QAL) is one of Australia's leading real estate alternative investment managers, with $10.9 billion in funds under management and $40 billion in…
- Homodeus Research
First Drill in 30 Years: Manhattan Gold's Nunavut Gold Hunt with Bay Rezos
Manhattan Gold Corporation [ASX: MHC] has spent the past year quietly assembling one of the more compelling junior gold setups on the ASX: a 665km² project in…
- Homodeus Research
The Ex-Epic Executive Turning Mach7 Into Healthcare's AI Data Backbone
What does it take to turn around a struggling healthcare software company — and why does the unglamorous world of medical image management matter more than…
- Homodeus Research
Semiconductor Deep Dive with YT Boon: Inside the AI Chip Supercycle
In this episode, Homodeus Research hosts a semiconductor industry deep dive with YT Boon — a semiconductor specialist and portfolio manager with a decade of…
- Homodeus Research
Alpha HPA (A4N): AI's Hidden Chip Supply Chain Play
Homodeus Research hosts Alpha HPA (ASX: A4N) Managing Director Rob Williamson for a deep dive into one of the ASX's less obvious AI-adjacent plays — a…
- Homodeus Research
Canadian Phosphate: Food Security, Batteries & Geopolitics
Phosphate is usually thought of as a fertiliser mineral — but its strategic importance may be expanding. In this episode, we speak with Canadian Phosphate…
- Homodeus Research
Greenwing Resources (ASX: GW1): Lithium, Graphite & a Tasmanian Data Centre Play — with MD Peter Wright
00:00 Welcome & introduction 01:36 Greenwing Resources overview 02:42 Investment thesis & critical minerals outlook 05:40 The three assets at a glance 11:49…
- Homodeus Research
Xenitra (ASX: XEN): Tokenising FMCG Sales in China — with Dr Anthony Noble
Western brands, Chinese consumers, and loyalty points on the blockchain — Xenitra Group (ASX: XEN) is doing something genuinely new on the ASX. In this…
- Homodeus Research
Provaris Energy (ASX: PV1): Shipping Hydrogen & CO2 — with CEO Martin Carolan
Provaris Energy (ASX: PV1) is developing proprietary tank designs to store and ship two energy-transition commodities — compressed hydrogen and liquid CO2 —…
- Homodeus Research
Avecho Biotechnology (ASX: AVE): A $45M Biotech, a Sandoz Deal & a Phase 3 Readout in Weeks — Dr Paul Gavin
Avecho Biotechnology (ASX: AVE) is heading into one of the nearest-term binary catalysts on the ASX: the interim analysis of its pivotal Phase 3 insomnia…
- Homodeus Research
Canada's Next Integrated Graphite Play
Homodeus Research speaks with Paul Ferguson, CEO of Metals Australia (ASX: MLS), about the company's flagship Lac Carheil Graphite Project in Quebec, Canada —…
- Homodeus Research
Red Mountain Mining (ASX:RMX)
📌 KEY TAKEAWAYS • Critical minerals explorer-developer, dual-listed ASX:RMX and OTCQB:RMXFF, capped under A$20M with over A$2M cash at end of quarter, focused…