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MarketOpen Podcast

MarketOpen Podcast

di MarketOpen Australia

MarketOpen Podcast Episode 172 - Alterity Therapeutics

This episode features David Stamler, Managing Director and CEO of Alterity Therapeutics (ASX:ATH), discussing the company’s progress in developing ATH434 as a potential treatment for Multiple System Atrophy (MSA), including Phase 2 clinical results, regulatory progress and preparation for a potential Phase 3 clinical trial. The conversation explores the significance of MSA as a rare neurodegenerative disease, ATH434’s clinical development pathway, recent findings and feedback, Phase 3 trial design, patient enrolment plans, timelines, funding considerations and the key milestones investors can expect as Alterity advances its clinical program.

MarketOpen Podcast Episode 171 - Leeuwin Metals

This episode features Christopher Piggott, Managing Director of Leeuwin Metals (ASX:LM1), discussing the company’s progress at the Marda Gold Project, including resource growth activities, development pathways and upcoming milestones. The conversation explores Leeuwin’s broader exploration strategy, its position within the current gold market, financial capacity to support ongoing programs, strategic opportunities and the key developments investors can expect over the next 6–12 months.

MarketOpen Podcast Episode 170 - Culpeo Minerals

This episode features Geoff McNamara, Managing Director of Culpeo Minerals (ASX:CPO), discussing the company’s strategy to discover large scale copper systems in Chile and the progress across its Lana Corina and Fortuna projects. The conversation explores the significance of the Lana Corina discovery, the potential to expand the broader copper system, Culpeo’s exploration programmes and upcoming catalysts, the company’s position within Chile’s mining sector, the outlook for copper demand, community engagement, and the key milestones investors can expect as the company advances its project portfolio.

MarketOpen Podcast Episode 169 - Eve Health Group

This episode features Ben Rohr, CEO of EVE Health, discussing the company's reformulation platform, flagship product Libbo, and its approach to developing differentiated pharmaceutical products. The conversation explores the market opportunity in erectile dysfunction treatments, Libbo’s role as a proof point for the platform, the impact of the pharmaceutical patent cliff, EVE Health’s broader growth strategy, global market opportunities, and the key milestones investors can expect as the company continues to commercialise its portfolio.

MarketOpen Podcast Episode 168 - Andromeda Metals

This episode features Sarah Clarke, CEO of Andromeda Metals, discussing the company's progress towards developing the Great White Project, including construction readiness and funding. The conversation also explores Andromeda's High Purity Alumina (HPA) opportunity, covering its proprietary low cost production process, competitive advantages, the growing importance of HPA as a critical mineral, potential by product opportunities, and the key milestones investors can expect over the coming months.

MarketOpen Podcast Episode 167 - Great Bear Exploration

Welcome to the MarketOpen Podcast. I'm joined by Rod McIllree, Executive Director of Great Bear Exploration Great Bear is preparing to list on the ASX with a district scale exploration portfolio in Canada's Northwest Territories, targeting copper, gold, silver and uranium. 1. For investors discovering Great Bear for the first time, what’s the simplest way to understand the opportunity you’ve assembled in Canada? 2. Why did this project stand out versus other opportunities globally, and what made it worth building a public company around? 3. This is a multi commodity story spanning copper, gold, silver and uranium. Why is that diversification important in today’s market? Section 2: Why this district matters 4. The project spans more than 2,800km² in Canada’s Northwest Territories. How important is district scale when assessing long-term upside? 5. This region has historically produced 13.7M lbs of U₃O₈, 34.3M oz of silver, and more than 11.3M lbs of copper. How does that historical production validate what could still exist today? 6. The project is fully permitted and has walk-up drill targets already identified. How important is that from a timeline perspective? Section 3: What investors are paying attention to 7. Phoenix delivered some exceptional copper, gold and silver results. What did those results tell you about the broader system? 8. Slider produced bonanza silver grades that caught a lot of market attention. How significant could that target become? 9. Coyote appears to be one of the more interesting large-scale targets. What makes that target different? 10. How much additional upside exists beyond the headline targets investors have already seen? Section 4: Why now? 11. Why do you believe this district remained underexplored for so long despite its production history? 12. How much value has already been created simply by digitising and reinterpreting decades of historical exploration data? Section 5: Execution 13. What should investors understand about how IPO funds will be deployed over the next 12 months? 14. Your board has strong operational and capital markets experience. Why is this the right team to unlock this opportunity? Section 6: The rerating path 15. What are the major milestones over the next 12 months that could materially change how the market values Great Bear?

MarketOpen Podcast Episode 166 - Nexsen Limited

Joining the podcast today is Mark Muzzin, Managing Director, Nexsen, ASX:NXN. Mark will speak about the recent FDA feedback on StrepSure®, the company’s global rollout strategy, and the pathway toward regulatory submission and initial commercialisation. Podcast Questions Introduction to company 1. Nexsen is developing rapid point of care diagnostics, can you outline the core focus of the business and the unmet need you are targeting in healthcare? Strategy 2. With the FDA pre submission feedback now received, how does this shape your regulatory and commercial strategy for StrepSure® moving forward? Flagship Projects 3. StrepSure® is your lead diagnostic product, what differentiates it from current lab based testing methods and why is this clinically important? Market Dynamics 4. Group B Streptococcus screening is integrated into standard prenatal care, how does this existing framework support adoption of StrepSure®? Growth Opportunity 5. With an estimated 132 million births annually, how do you view the scale of the global opportunity for StrepSure®? Community Engagement 6. You are working with hospitals, CROs and clinical partners across multiple regions, how important are these relationships in supporting validation and adoption? Financial Position 7. With multiple workstreams progressing across clinical, regulatory and commercial activities, how are you managing execution to support consistent milestone delivery? I ndustry Collaboration 8. How does engagement with regulators such as the FDA and partnerships across different jurisdictions strengthen your pathway to market? Upcoming Milestones 9. Looking ahead, what are the key milestones investors should focus on over the coming months, particularly around clinical trials, QMS audits and regulatory submission timing? Vision of Success 10. As StrepSure® progresses toward commercialisation, how does this product validate the broader diagnostic platform and future pipeline?

MarketOpen Podcast Episode 165 - Impact Minerals

Joining the podcast today is Dr Mike Jones, Managing Director of Impact Minerals, ASX: IPT. Mike joins us to discuss Impact Minerals’ strategy across high purity alumina development, emerging sulphate of potash and hydrochloric acid opportunities at Lake Hope, and exploration progress across the company’s broader project portfolio. Introduction to Company 1. For listeners who may be discovering Impact Minerals for the first time, can you introduce the company and explain the core focus of the business today? Strategy 2. Impact has several projects progressing across different commodities and development stages. How would you describe the company’s overall strategy for building long term value across the portfolio? Flagship Projects 3. The Lake Hope project has become a central asset for Impact. What makes this project technically and strategically important for the company? 4. The recent announcement outlined a potential pathway to produce sulphate of potash and hydrochloric acid from lake clays. What led the team to explore this additional opportunity alongside the existing High Purity Alumina development? Market Dynamics 5. From a market perspective, how do you view the demand dynamics for products such as high purity alumina, sulphate of potash and hydrochloric acid, and how does that shape your development strategy? Growth Opportunity 6. Impact has also been advancing its HiPurA® high purity alumina program through the Alluminous partnership. How significant is this development pathway in terms of accessing advanced technology and battery markets? 7. The shipment of high purity alumina samples for testing represents an important milestone. What does this step mean in terms of validating the product and moving toward potential commercial applications? Community Engagement8. Many of Impact’s projects are located in regional areas. How important is community engagement and maintaining strong relationships with local stakeholders as projects progress? Financial Position 9. Resource development and technology programs require careful capital management. How is Impact approaching funding, partnerships and capital allocation as it advances these projects? Industry Collaboration 10. Impact has worked with a range of partners across technology development and exploration programs. How important are industry collaborations in accelerating both technical progress and market access? Exploration Portfolio 11. The company also continues to explore in the Broken Hill region, which is one of the most historically significant mining districts in Australia. What excites you most about the exploration potential in that area? 12. Recent geophysical work has identified deep conductive structures and near surface targets. How do these kinds of results guide the next steps in exploration and drilling programs? Upcoming Milestones 13. Looking ahead over the next year, what are the key milestones investors and stakeholders should be watching across the Impact Minerals portfolio? Strategic Direction 14. As the company continues to develop both technology driven projects and exploration assets, how do you see Impact positioning itself within the broader resources and advanced materials sector? Vision of Success 15. Finally, when you look five to ten years ahead, what does success look like for Impact Minerals and what role do you hope the company will play in global supply chains?

MarketOpen Podcast Episode 164 - Australian Oil Company (ASX:AOK)

Managing Director Kane Marshall joins the podcast today to run through the following questions. Introduction to Company 1. For investors new to the story, can you introduce Australian Oil Co and explain the focus of the Surat Basin assets? Strategy 2. What is the core strategy behind restarting production and optimising existing wells before expanding exploration? Flagship Projects 3. Can you walk us through the significance of the Emu Apple and Riverslea fields within the company’s portfolio? Market Dynamics 4. How does the domestic oil market in Australia influence the opportunity for these assets? Growth Opportunity 5. The presentation highlights step-out drilling targets and undrilled plays. How large could the broader exploration opportunity be? Community Engagement 6. How does Australian Oil Co work with regulators and local stakeholders to ensure responsible development of these fields? Financial Position 7. The project already has infrastructure and production history. How does that affect capital requirements and development timelines? Industry Collaboration 8. The company is already selling oil under an agreement. How important are partnerships and offtake arrangements to the development plan? Upcoming Milestones 9. Looking at the 2026 execution roadmap, what milestones should investors watch most closely over the next 12 months? Vision of Success10. If everything progresses as planned, what does success for Australian Oil Co look like over the coming years?

MarketOpen Podcast Episode 163 - Mount Ridley Mines

Joining the podcast today is Allister Caird, Chief Executive Officer, Mount Ridley Mines, ASX: MRD. Allister speaks about Mount Ridley’s strategy in critical minerals, its flagship projects in Western Australia, the Company’s move toward downstream processing pathways, and how recent collaboration with a United States national laboratory fits into its long term vision.

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