The Bellcast

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

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