Welcome to the latest episode of On the Couch, the podcast series where we chat with brokers, CEOs, and fund managers to give you valuable insights into the investing world.

In this episode, Henry Jennings is joined by Nick Griffin, founding Partner and Chief Investment Officer at Munro Partners. Nick has been a guest on the podcast before, and it's great to have him back.

As CIO, Nick is responsible for managing Munro's key investment funds and leading the firm's proprietary investment process. He has over two decades of experience managing global long/short equity mandates.

Talking Points:

• Last time Henry and Nick caught up was at the SOHN conference in Adelaide - and a lot has changed since then
• Thoughts on the current market environment
• Early takeaways from Trump 2.0
• How Nick manages investments in a volatile market
• Munro's strategy and how it's playing out
• Why Nick is a big believer in the AI revolution and how Munro is positioned
• Stock ideas and standout opportunities
• Market outlook for the US and global equities
• Performance of Munro's funds
• Discussion on Munro's ASX-listed funds, including MAET
• Are they ETFs or something else?
• How an active fund manager navigates the rise of ETFs
• Risks to be cautious of going forward
• Key indicators to watch in the tech space
• Words of wisdom for retail investors 

Views held are current at the time of recording and are subject to change.

Disclaimer: This is general advice only. Please consult your financial adviser before making any investment decisions.

If you’re looking for personal financial advice, our friends at Clime Investment Management can help. Their team of licensed advisers operates across most states, offering tailored financial planning services.

Want to invest with Marcus Today? The Managed Strategy Portfolio is designed for investors seeking exposure to our strategy while we do the hard work for you.

Why not sign up for a free trial? Gain access to expert insights, research, and analysis to become a better investor.

Welcome to the latest episode of On the Couch, the podcast series where we chat with brokers, CEOs, and fund managers to give you valuable insights into the investing world.

In this episode, Henry Jennings is joined by Marnie Reid, CEO of Issuer Services for Australia and New Zealand at Computershare. Marnie is responsible for the leadership, growth, and day-to-day management of the Issuer Services business across both countries.

Before joining Computershare in 2022, Marnie had been a client of the business for 30 years through her roles at AMP Limited and NRMA (now IAG). At AMP, she oversaw governance of the retail register as Head of Shareholder Services, working closely with Investor Relations and Corporate Communications teams.

In 2021, Marnie was made a Fellow of the Australasian Investor Relations Association (AIRA) in recognition of her work advocating for best practice and development programs in retail investor relations.

In this episode, they discuss:

• The rise of scams and how to spot them
• What Computershare is doing to keep investor data and shareholdings safe
• Practical steps investors can take to help prevent fraud
• Important considerations around estate planning

Disclaimer: This is general advice only. Please consult your financial adviser before making any investment decisions.

If you’re looking for personal financial advice, our friends at Clime Investment Management can help. Their team of licensed advisers operates across most states, offering tailored financial planning services.

Want to invest with Marcus Today? The Managed Strategy Portfolio is designed for investors seeking exposure to our strategy while we do the hard work for you.

Why not sign up for a free trial? Gain access to expert insights, research, and analysis to become a better investor.

Welcome to another episode of On the Couch, the podcast series where we chat with brokers, CEOs, and fund managers to give you valuable insights into the investing world.

In this 'quickie' episode, Henry Jennings is joined by his good friend Andrew Wielandt, also known as The ETF Whisperer.

The focus is on defence investing, with growing pressure on Europe to defend itself and massive gains in European arms makers over the past few years - Rheinmetall is up 600% since the invasion of Ukraine. With defence spending on the rise, Henry and Andrew take a closer look at how investors can gain exposure to the sector.

It may not be very ESG-friendly, but it's becoming a necessity.

They cover the three main Defence ETFs on the ASX:

• DFND
• ARMR
• DTEC

Disclaimer: This is general advice only. Please consult your financial adviser before making any investment decisions.

If you’re looking for personal financial advice, our friends at Clime Investment Management can help. Their team of licensed advisers operates across most states, offering tailored financial planning services.

Want to invest with Marcus Today? The Managed Strategy Portfolio is designed for investors seeking exposure to our strategy while we do the hard work for you.

Why not sign up for a free trial? Gain access to expert insights, research, and analysis to become a better investor.

Welcome to the latest episode of On the Couch, the podcast series where we chat with brokers, CEOs, and fund managers to give you valuable insights into the investing world.

In this episode, Henry Jennings is joined by Guy Keller, Portfolio Manager for the Tribeca Nuclear Energy Opportunities Strategy, which invests in the equity and debt of companies involved in the nuclear energy industry, with a key focus on the uranium sector.

As a senior member of the Tribeca Global Natural Resources investment team, Guy provides valuable insight and supply-and-demand modelling across key commodities such as iron ore, base metals, and precious metals. With over two decades of global commodity trading experience, including 15 years as Head of Asia Base Metals Trading at Macquarie Bank, he brings deep expertise in resource markets. Guy holds a Bachelor of Social Science (Economics) from UNSW and a Master of Applied Finance from Macquarie University, Sydney.

Talking Points:

• What happened to the uranium rally?
• Despite strong demand for power from data centres, uranium prices have slumped to $64 - why?
• Every broker remains bullish, yet shorts have driven the sector lower. Is there any optimism among investors to match the analysts?
• The ASX uranium sector has been heavily sold off - what could change that?
• Where does value exist in the sector right now?
• Running a uranium-focused fund when the whole sector is struggling - how do you manage it?
• How does the fund invest? Does it have the ability to short uranium stocks?
• What needs to change in the uranium market to trigger a turnaround?
• How could life under Trump impact the sector? Would it?
• What would signal a turning point for the industry?
• What advice can be given to investors in resource stocks?

Disclaimer: This is general advice only. Please consult your financial adviser before making any investment decisions.

If you’re looking for personal financial advice, our friends at Clime Investment Management can help. Their team of licensed advisers operates across most states, offering tailored financial planning services.

Want to invest with Marcus Today? The Managed Strategy Portfolio is designed for investors seeking exposure to our strategy while we do the hard work for you.

Why not sign up for a free trial? Gain access to expert insights, research, and analysis to become a better investor.

Welcome to another episode of On the Couch, the podcast series where we chat with brokers, CEOs, and fund managers to give you valuable insights into the investing world.

In this episode, Henry Jennings is joined by Dr Nina Webster, CEO and Managing Director of Dimerix (ASX: DXB), a clinical-stage biopharmaceutical company working on treatments for inflammatory diseases. With a market cap of $270 million, Dimerix is advancing its proprietary Phase 3 candidate DMX-200 to treat Focal Segmental Glomerulosclerosis (FSGS), a rare kidney disease, and is also developing DMX-700 for respiratory disease.

Nina has over 30 years of experience in the pharmaceutical industry, with leadership roles across research, development, and commercialisation. She was formerly Commercial Director at Acrux (ASX: ACR), an Australian pharmaceutical company that successfully developed and commercialised multiple products globally. She is also Non-Executive Chairperson for SYNthesis BioVentures and a Non-Executive Director at Linear Clinical Research Limited. Dr Webster holds a Ph.D in Pharmaceutics from Cardiff University, a Bachelor’s degree in Pharmacology, a Master’s in Intellectual Property Law from Melbourne University, and an Executive MBA from RMIT.

Talking Points:

• Dimerix is focused on developing and commercialising new treatments for inflammatory diseases with poor outcomes. The leading drug candidate is a treatment for a rare kidney disease known as FSGS - what’s the nature of this disease and its current treatment?
• What’s changed, and how did DXB come about?
• DMX-200 is now in a global Phase 3 clinical trial - an update on the trial and when results are expected.
• The upside from here following DXB’s strong run.
• Are all the eggs in one basket if this trial is not successful? What is Plan B?
• Three successful commercial deals - how they came together.
• CEOs shouldn’t speculate on future licensing deals, but the US market is always the big one. What interest has there been from US pharma companies?
• How does what’s happening in the US impact Dimerix? Elon Musk has been vocal about the FDA, and with Kennedy in charge, is there extra risk of regulatory slowdowns?
• NEU as a playbook - Dr Webster previously worked with NEU’s CEO at Acrux. Is Dimerix a bona fide Neuren replica?
• Cash reserves and burn rate - what’s the current financial position?
• Who are Dimerix’s biggest shareholders?
• If the FSGS trial goes well, what happens next? Licensing?
• What will be the major Dimerix milestones for 2025?

A deep dive into Dimerix, the biotech sector, and what’s ahead for the company.

Listen now to hear the full conversation.

Disclaimer: This is general advice only. Please consult your financial adviser before making any investment decisions.

If you’re looking for personal financial advice, our friends at Clime Investment Management can help. Their team of licensed advisers operates across most states, offering tailored financial planning services.

Want to invest with Marcus Today? The Managed Strategy Portfolio is designed for investors seeking exposure to our strategy while we do the hard work for you.

Why not sign up for a free trial? Gain access to expert insights, research, and analysis to become a better investor.

A new weekly podcast highlighting one stock or idea in just five minutes.

This short episode breaks down a high-conviction idea, covering the pros and cons - all in about five minutes.

This week, Henry Jennings looks at SGH. Despite its recent run, there's still more to go as the Boral turnaround gains momentum. Strong management and solid mining services exposure make it one to watch.

Disclaimer: This is general advice only. Please consult your financial adviser before making any investment decisions.

If you’re looking for personal financial advice, our friends at Clime Investment Management can help. Their team of licensed advisers operates across most states, offering tailored financial planning services.

Want to invest with Marcus Today? The Managed Strategy Portfolio is designed for investors seeking exposure to our strategy while we do the hard work for you.

Why not sign up for a free trial? Gain access to expert insights, research, and analysis to become a better investor.

Prefer to watch? Catch the full video interview here: https://www.youtube.com/watch?v=6SDn1u-RThQ

Welcome to the latest episode of On the Couch, the podcast series where we chat with brokers, CEOs, and fund managers to give you valuable insights into the investing world.

In this episode, Henry Jennings catches up with his good friend Adam Dawes, a senior adviser at Shaw and Partners and a familiar face on CNBC and ausbiz. Adam shares his thoughts on reporting season, market winners and losers, and what investors should be watching in the months ahead.

Talking points include:

• How is the year shaping up so far?
• The big winners and losers of reporting season
• Key results to watch and how investors should prepare
• Why Adam likes STO and whether SXE and NXL are still on his radar
• His latest stock recommendation
• How to navigate a volatile political landscape as an investor
• AI in investing - how Adam is using it in his business
• The best opportunities in Australia this year - or is it time to embrace the US again?
• The best piece of investment advice he’s ever received

 A great discussion packed with insights, market trends, and expert perspectives. 

Disclaimer: This is general advice only. Please consult your financial adviser before making any investment decisions.

If you’re looking for personal financial advice, our friends at Clime Investment Management can help. Their team of licensed advisers operates across most states, offering tailored financial planning services.

Want to invest with Marcus Today? The Managed Strategy Portfolio is designed for investors seeking exposure to our strategy while we do the hard work for you.

Why not sign up for a free trial? Gain access to expert insights, research, and analysis to become a better investor.

In this episode, something a little different - the roles are reversed as Louise Bedford takes the lead, asking the questions while Henry Jennings joins as the guest. This special edition is part of her Trading Podcasts series.

The conversation covers what 2025 has in store, what it takes to become a consistent long-term trader, and why this year could be different.

Louise Bedford is a behavioural finance expert, bestselling author, and seasoned trader with over 30 years of experience. She hosts the Talking Trading podcast and is one of Australia's most compelling voices in the financial markets today.

Disclaimer: This is general advice only and you should consult your financial adviser regarding any of the thoughts, ideas or insights in this podcast.

Why not sign up for a free trial? Get access to expert insights and research and become a better investor.

Welcome to the latest episode of 'On the Couch'. This occasional podcast series of chats with brokers, CEOs, and fund managers aims to give you an insight into the investing world.

In this episode, Henry Jennings sits down with Matthew Fist, a Small Cap Portfolio Manager at Firetrail Investments.

Firetrail is a boutique investment management firm specialising in high-conviction investing. The team builds concentrated portfolios of their best ideas, aiming to deliver outstanding long-term performance for clients.

Matt manages the Small Companies Fund, with a particular focus on the resources sector. Before joining Firetrail, he was a Portfolio Manager at Macquarie and began his career in the mining industry with BHP.

Tune in to hear Matt's insights and expertise on small caps and resources investing.

Disclaimer: This is general advice only and you should consult your financial adviser regarding any of the thoughts, ideas or insights in this podcast.

Why not sign up for a free trial? Get access to expert insights and research and become a better investor.

Welcome to another episode of 'On the Couch'. This occasional podcast series of chats with brokers, CEOs, and fund managers aims to give you an insight into the investing world.

In this podcast,  Henry Jennings is joined by Coby Hanoch, CEO of Weebit Nano Ltd (ASX: WBT) - a stock Henry has followed closely for years. It's been over a year since their last chat, so he's eager to hear about the progress.
 
Coby brings a wealth of experience, with 15 years in engineering and engineering management, along with 26 years in sales management and executive roles. As Vice President of Worldwide Sales at Verisity, Coby was part of the founding team that grew the company to over $100 million in annual sales, leading to its acquisition by Cadence Design Systems (NASDAQ: CDNS). He later served as Vice President of Worldwide Sales at Jasper, where he doubled sales before its acquisition by Cadence.

Coby holds a Bachelor of Science in Systems Design from the Technion - Israel Institute of Technology.

Topics covered in the podcast include:

• Why was 2024 a little disappointing?
• The game-changing deal with onsemi - what does it mean for Weebit Nano?
• When can investors expect meaningful revenue?
• What's the outlook for 2025?

Disclaimer: This is general advice only and you should consult your financial adviser regarding any of the thoughts, ideas or insights in this podcast.

Why not sign up for a free trial? Get access to expert insights and research and become a better investor.

Welcome to the latest episode of 'On the Couch'. This occasional podcast series of chats with brokers, CEOs, and fund managers aims to give you an insight into the investing world.

In this podcast, Henry Jennings is joined by Jonathon Higgins, Head of Research, MD Unified Capital Partners.

Many of you will be familiar with Jonathon from previous podcasts.

He has worked in equities research for approximately a decade, having held previous roles at Shaw and Partners and Bell Potter Securities.

During that period, Jonathon has covered a range of sectors including telecommunications, healthcare, financials, payments and broader industrials, with a focus on structural growth.

Jonathon has a passion for financial markets and a desire to get out and meet the new wave of entrepreneurial emerging high-quality companies.

Henry and Jono discuss ZIP, BNPL, and their top stock picks for 2025 - including one small cap and one large global company.

• Key investment thematics for 2025.
• Top stock picks and outlook, featuring Energy One Limited, Zip Co, SCEE Electrical, AMD, MONEYME, and more.
• Insights on the Fed, risks, inflation, and Donald Trump.
• What’s changed in markets.

Disclaimer: This is general advice only and you should consult your financial adviser regarding any of the thoughts, ideas or insights in this podcast.

Why not sign up for a free trial? Get access to expert insights and research and become a better investor.

A new weekly podcast that highlights one stock or idea.

This five-minute episode breaks down a high-conviction idea. The pros and cons—all in about 5 minutes.

Disclaimer: This is general advice only and you should consult your financial adviser regarding any of the thoughts, ideas or insights in this podcast.

Why not sign up for a free trial? Get access to expert insights and research and become a better investor.

Welcome to another episode of 'On the Couch'. This occasional podcast series of chats with brokers, CEOs, and fund managers aims to give you an insight into the investing world.

In this episode, Henry Jennings chats with an old friend, Ben Clark from TMS Private Wealth.

Ben and Henry both sit on the ausbiz Investment Committee, and Ben features regularly on TV and radio.

With 25 years of experience in financial markets, Ben brings a wealth of expertise, not just in stock selection, but in developing a deep understanding of the companies TMS Private Wealth invests in.

Known for his educational approach, Ben's thorough analysis and keen insights are hallmarks of his investment style.

In this podcast, Henry and Ben discuss:

• What worked in 2024.
• What didn’t work.
• What 2025 might hold for investors.
• Three stand-out stocks or sectors to watch in the new year.

Disclaimer: This is general advice only and you should consult your financial adviser regarding any of the thoughts, ideas or insights in this podcast.

Why not sign up for a free trial? Get access to expert insights and research and become a better investor.

In the special episode of 'On the Couch', Henry Jennings sits down with two medical pioneers in the CAR-T field, who are leading the charge in the search for cures for various cancers.

Dr. Deborah Rathjen, CEO and MD of Carina Biotech, represents a small, unlisted Adelaide-based company funded by the Forest Foundation. Carina Biotech focuses on treatments for solid cancers.

Dr. Michael Baker, CEO and MD of Arovella (ASX: ALA), leads a listed Melbourne-based company progressing to Phase One human trials for a new drug to treat blood cancers.

CAR-T therapy is a type of personalised cancer immunotherapy treatment.

CAR-T stands for 'Chimeric Antigen Receptor T-cell', named after the chimera - a fire-breathing monster in Greek mythology made up of different animal parts.

This therapy utilises a specific type of immune cell called a 'T cell'. T cells are one type of immune cell found in our bloodstream. Think of them as soldiers, constantly on patrol, surveying for threats such as microbes, bacteria, viruses, and, in some cases, cancer cells.

For CAR-T, T cells are genetically altered in the laboratory, often with the help of a friendly virus. These cells are then "armed" with a specific receptor on their surface, enabling them to recognise, bind to, and destroy specific cancer cells.

Once the CAR-T cells are armed, they are grown into hundreds of millions - or even billions - and reinfused into the patient. This process empowers the patient's own immune system to hunt down and fight their cancer.

Each type of CAR-T cell therapy is designed to recognise and target a specific marker or "antigen" on a cancer cell.

Disclaimer: This is general advice only and you should consult your financial adviser regarding any of the thoughts, ideas or insights in this podcast.

Why not sign up for a free trial? Get access to expert insights and research and become a better investor.

A new weekly podcast that highlights one stock or idea.

This five-minute episode breaks down a high-conviction idea. The pros and cons—all in about 5 minutes.

Disclaimer: This is general advice only and you should consult your financial adviser regarding any of the thoughts, ideas or insights in this podcast.

Why not sign up for a free trial? Get access to expert insights and research and become a better investor.

A new weekly podcast that highlights one stock or idea.

This five-minute episode breaks down a high-conviction idea. The pros and cons—all in about 5 minutes.

Disclaimer: This is general advice only and you should consult your financial adviser regarding any of the thoughts, ideas or insights in this podcast.

Why not sign up for a free trial? Get access to expert insights and research and become a better investor.

Welcome to another episode of 'On the Couch'. This occasional podcast series of chats with brokers, CEOs, and fund managers aims to give you an insight into the investing world.

In this episode, Henry Jennings welcomes back Jon Pilcher, CEO of Neuren Pharma (NEU).

Jon is an old friend, having joined us around two years ago to discuss the exciting deal with Acadia for their 'Daybue' drug, developed to treat Rett Syndrome. Since then, much has changed, with even more to come.

2025 is shaping up to be another good year for NEU. Cashed up with leverage to its new drug in trials, NNZ-2591. Don't miss this opportunity to hear the NEU success story first-hand.

Disclaimer: This is general advice only and you should consult your financial adviser regarding any of the thoughts, ideas or insights in this podcast.

Why not sign up for a free trial? Get access to expert insights and research and become a better investor.

Welcome to the latest episode of 'On the Couch'. This occasional podcast series of chats with brokers, CEOs, and fund managers aims to give you an insight into the investing world.

In this episode, Henry Jennings is joined by good friend Adam Dawes, Senior Investment Adviser at Shaw and Partners.

As always, a delight to have Adam on the podcast as he talks some very interesting stock picks. No wishy-washy stuff here with high-conviction sectors and specifics. Sit back and enjoy.

NXL is the stock code if you are wondering.

Disclaimer: This is general advice only and you should consult your financial adviser regarding any of the thoughts, ideas or insights in this podcast.

Why not sign up for a free trial? Get access to expert insights and research and become a better investor.

Welcome to the latest episode of 'On the Couch'. This occasional podcast series of chats with brokers, CEOs, and fund managers aims to give you an insight into the investing world.

In this episode, Henry Jennings is joined by Professor Stephen R. Foerster.

Stephen is an investment historian, award-winning author, and professor of finance. He has just released his latest book: Trailblazers, Heroes, and Crooks: Stories to Make You a Smarter Investor.

In his book, he delves into key stories from history, teaching lessons about sound principles of investing, and controlling emotions and bias when managing your investment portfolio to help you become a stronger, more intelligent investor.

• What a Roman general, the NY Mets, and Cristiano Ronaldo teach us about investing today.
• Why investing success requires we act rationally and how our emotions and bias often get in the way. The dangers of impulsivity: what not to do when investing (thanks to history!).
• Learning from legends: how to develop an evidence-based investment philosophy that helps you achieve your financial goals.
• Three levers to achieve our financial goals: how much we save and invest, how long we save and invest, and what returns we expect.
• For anyone starting on their investment journey, what would be the most important lesson you could give them?
• What is the best advice anyone has ever given you?
• What has been your biggest mistake and what did you learn from it?
• How about your success, what did that teach you?

Disclaimer: This is general advice only and you should consult your financial adviser regarding any of the thoughts, ideas or insights in this podcast.

Why not sign up for a free trial? Get access to expert insights and research and become a better investor.

Use the promo code 'OTC24' for a discount on subscriptions 6 months and over.

Subscribe now for in-depth market analysis, stock recommendations, investment and ideas strategies, and the suite of Marcus Today tools to manage your portfolio.

Welcome to the latest episode of 'On the Couch'. This occasional podcast series of chats with brokers, CEOs, and fund managers aims to give you an insight into the investing world.

In this podcast, Henry Jennings is joined by Jonathon Higgins, Head of Research, MD Unified Capital Partners.

Many of you will be familiar with Jonathon from previous podcasts.

He has worked in equities research for approximately a decade, having held previous roles at Shaw and Partners and Bell Potter Securities.

During that period, Jonathon has covered a range of sectors including telecommunications, healthcare, financials, payments and broader industrials, with a focus on structural growth.

Jonathon has a passion for financial markets and a desire to get out and meet the new wave of entrepreneurial emerging high-quality companies.

Talking points:

• Reporting season? Any standouts?
• What are your three favourite stocks currently?
• Have you been surprised by the rise and turnaround in ZIP?
• Are there any lessons we can learn from that?
• How do you handle the volatility of reporting season?
• Any advice you can give investors on coping with volatility?
• Is there a sleeper stock out there?

Disclaimer: This is general advice only and you should consult your financial adviser regarding any of the thoughts, ideas or insights in this podcast.

Why not sign up for a free trial? Get access to expert insights and research and become a better investor.

Use the promo code 'OTC24' for a discount on subscriptions 6 months and over.

Subscribe now for in-depth market analysis, stock recommendations, investment and ideas strategies, and the suite of Marcus Today tools to manage your portfolio.

Welcome to another episode of 'On the Couch'. This occasional podcast series of chats with brokers, CEOs, and fund managers aims to give you an insight into the investing world.

In this episode, Henry Jennings is joined by Scott Kirkland, CEO and Co-Founder at EMVision Medical Devices (ASX: EMV).

Scott has held several senior sales positions, including Head of Client Sales at Quantcast, a US-based technology company, before establishing EMVision as a leader in innovative neurodiagnostic technology.

In this episode they talk:

• What is EMV trying to achieve?
• Why is it important?
• What progress has EMV made with Emu and First Responder?
• How long do the trials take?
• When can we expect the first revenue?
• How is the cash position?
• What are the milestones and catalysts for investors in the next 12 months?
• Why should investors buy EMV?

Disclaimer: This is general advice only and you should consult your financial adviser regarding any of the thoughts, ideas or insights in this podcast.

Why not sign up for a free trial? Get access to expert insights and research and become a better investor.

Use the promo code 'OTC24' for a discount on subscriptions 6 months and over.

Subscribe now for in-depth market analysis, stock recommendations, investment and ideas strategies, and the suite of Marcus Today tools to manage your portfolio.

Welcome to another episode of 'On the Couch'. This occasional podcast series of chats with brokers, CEOs, and fund managers aims to give you an insight into the investing world.

In this episode, Henry Jennings is joined by John Caulfield from VanEck - Director, Institutions and Intermediaries.

John joined VanEck Australia in 2014 and has over 20 years of experience in the finance sector. He is an ETF expert and features regularly on ausbiz and podcasts.

John is responsible for the institutional and intermediary client business in New South Wales, Queensland and New Zealand. He previously worked at FTSE Group (Australia) as the Director of Business Development and at the London Metal Exchange. John has a Bachelor of Business Science (Hons) in Finance from the University of Cape Town.

Some of the things discussed:

• How are ETFs handling this volatility? 
• Given the current volatility, which strategy should ETF investors use?
• Are there any products that can help with managing volatility?
• Where do you see the opportunities in the current market?
• Some see the rise of passive ETFs as a bad thing, thoughts?
• Do ETFs distort the market and chase the winners to extreme levels?
• What are the trends in the ETF market?
• Are ETFs a great way for investing beginners to build wealth over the long term?
• You put out a magnificent email every week, how do our members access that?

Disclaimer: This is general advice only and you should consult your financial adviser regarding any of the thoughts, ideas or insights in this podcast.

Why not sign up for a free trial? Get access to expert insights and research and become a better investor.

Use the promo code 'OTC24' for a discount on subscriptions 6 months and over.

Subscribe now for in-depth market analysis, stock recommendations, investment and ideas strategies, and the suite of Marcus Today tools to manage your portfolio.

Welcome to the latest episode of 'On the Couch'. This occasional podcast series of chats with brokers, CEOs, and fund managers aims to give you an insight into the investing world.

In this episode, Henry Jennings is joined by Luke Cummings from Harvest Lane Asset Management.

Luke is the Chief Investment Officer and Managing Director of this pure-play M&A fund, specialising in takeover arbitrage.

He has more than 20 years of financial markets experience.

In this podcast, they discuss:

• Why M&A?
• The M&A Checklist.
• What is so special about Harvest Lane?
• How do you assess the risk-reward of a bid going through?
• Do you identify M&A targets beforehand (and take a position) or wait until the deal is announced?
• Is there an optimal point to take profits?
• What sort of return do you target for a bid situation?
• What advice can you give to retail investors playing this game?

Disclaimer: This is general advice only and you should consult your financial adviser regarding any of the thoughts, ideas or insights in this podcast.

Why not sign up for a free trial? Get access to expert insights and research and become a better investor.

Use the promo code 'OTC24' for a discount on subscriptions 6 months and over.

Subscribe now for in-depth market analysis, stock recommendations, investment and ideas strategies, and the suite of Marcus Today tools to manage your portfolio.

Welcome to another episode of 'On the Couch'. This occasional podcast series of chats with brokers, CEOs, and fund managers aims to give you an insight into the investing world.

In this episode, Henry Jennings is joined by Colin Moorhead, Executive Chairman and MD at Xanadu Mines (ASX: XAM).

Colin is an experienced industry executive with a demonstrated track record of over three decades building value in mining companies.

A geologist by training, Colin is a Fellow, Chartered Professional and Immediate Past President of AUSIMM, a graduate of AICD and Harvard Business School Advanced Management Program (AMP).

Some of the topics covered:

• Let’s talk copper. Big rally, can it keep going? Where are the big growth projects? (Starts at 1:47)
• What is the attraction of Mongolia? How do the locals feel about the project? (Starts at 4:22)
• Brief overview of Xanadu and why it should be on investors' radar. (Starts at 7:09)
• How does a company with a market cap of around $120m get maximum leverage without being diluted out by its partners? (Starts at 10:26)
• The Bacchus adviser role. Funding options. (Starts at 13:14)
• Working relationship with Zijin Mining, what are they like? (Starts at 13:48)
• When is the PFS due, and what key changes are expected relative to the scoping study? (Starts at 15:40)
• Let's talk about grades. Is 0.3% going to cut it? Is it going to be an open pit to begin with (like RIO)? (Starts at 18:16)
• When do you plan to recommence deep drilling? Will fresh funds need to be raised for that? (Starts at 19:33)
• Other 2 projects (Red Mountain + Sant Tolgoi), what are the ownership and current activities on each? (Starts at 22:54)
• What are the expected milestones for 2024? (Starts at 23:48)
• With Zijin at 19% of the company, is there a risk it could bid for the whole company before a serious value uplift? (Starts at 24:50)
• Will there be more industry consolidation with BHP kicking things off? (Starts at 25:30)
• As an ASX investor, it’s hard to find copper plays since Oz Minerals was bought by BHP, only really SFR.  It’s particularly hard to find quality companies run by good quality management with good quality projects. (Starts at 26:48)
• Mongolian insights into people, infrastructure, political system and climate. (Starts at 29:40)

Disclaimer: This is general advice only and you should consult your financial adviser regarding any of the thoughts, ideas or insights in this podcast.

Why not sign up for a free trial? Get access to expert insights and research and become a better investor.

Use the promo code 'OTC24' for a discount on subscriptions 6 months and over.

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Welcome to the latest episode of 'On the Couch'. This occasional podcast series of chats with brokers, CEOs, and fund managers aims to give you an insight into the investing world.

In this episode, Henry Jennings is joined by Dr Francis Wedin, Executive Chair at Vulcan Energy (ASX/FSE: VUL).

Henry has chatted with Francis a couple of times in the past, and this time you get to hear about Vulcan's progress on its Lithium Extraction Optimisation Plant (LEOP) in Germany.

Dr Wedin is a battery materials and renewable energy industry executive, focused on developing global-scale decarbonisation opportunities.

He founded Vulcan Energy and its Zero Carbon Lithium™ Business. They are aiming to become the world’s first dual lithium chemicals and renewable energy producer with net zero greenhouse gas emissions.​

Disclaimer: This is general advice only and you should consult your financial adviser regarding any of the thoughts, ideas or insights in this podcast.

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Subscribe now for in-depth market analysis, stock recommendations, investment and ideas strategies, and the suite of Marcus Today tools to manage your portfolio.