Key considerations in an inflationary market environment | Perpetual's James Holt

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.

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.

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.

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 Analyst series, 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