MarketOpen Podcast

MarketOpen Podcast

by MarketOpen Australia

MarketOpen Podcast Episode 175: Jacaranda Natural Resources

This episode features Craig Hatch, Managing Director, and Jonathan King, Chief Technical Officer, of Jacaranda Natural Resources (proposed ASX: JRL), discussing the company’s IPO and exploration strategy across Queensland and Botswana. The conversation covers the IPO structure, planned funding allocation, the team’s experience and the White Cockatoo exploration strategy, including Quartz Ridge, Tea Tree, Cave Mountain and Spring Creek. Craig and Jonathan also discuss the Globe Gold Project, Motloutse and Nkwe, the company’s exploration priorities following its proposed ASX listing and the key catalysts investors should watch over the next 12 months.

MarketOpen Podcast Episode 174: Camplify Holdings

This episode features Justin Hales, Chief Executive Officer and Founder of Camplify Holdings (ASX:CHL), discussing the company’s global RV marketplace and FY26 results. The conversation covers Camplify’s return to EBITDA profitability, the progress of MyWay Mutual and Camplify Xchange, the June quarter demand shock, community engagement and customer retention, the partnership with JB Group and the company’s priorities for FY27. Justin also discusses the financial levers for further improvement, opportunities across the broader RV lifecycle and what long term success could look like for Camplify.

MarketOpen Podcast Episode 173: Australasian Metals

This episode features Dr Qingtao Zeng, Managing Director of Australasian Metals (ASX:A8G), discussing the company’s strategy across lithium, gold and critical minerals, including its project portfolio, acquisition opportunities and growth plans. The conversation explores Qingtao’s background in the lithium sector, the value drivers across the Atex, Alliance and Australian projects, the current lithium market environment, expansion into Côte d’Ivoire, community engagement, capital allocation and the key operational and corporate milestones investors should be watching as Australasian Metals advances its portfolio.

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?

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