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Welcome to "Vantage Point," the podcast where we engage in enlightening conversations with influential business executives who have achieved remarkable success in their respective fields. Join us as we gain unique insights and perspectives from these accomplished leaders, exploring the secrets behind their achievements and uncovering the valuable lessons they've learned along the way. In each episode of "Vantage Point," we sit down with CEOs, entrepreneurs, and thought leaders who have made a significant impact in the business world. Through thought-provoking discussions.
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AI-Media Technologies Ltd (ASX: AIM) Co-Founder, Director and Chief Executive Officer Anthony Abrahams sat down with the host of Vantage Point Podcast Simon Hinsley to discuss the 23-year journey from a captioning start-up for Foxtel to a global, AI-native broadcast technology business. Tony walks through the pivotal 2021 acquisition of US based EEG, the maker of captioning encoders that sit at the very last point of the broadcast signal before it goes to air and why owning that hardware turned out to be the key strategic asset behind everything that followed. Tony details the company's 2025 shift to being fully AI-native, retiring its last human live captioner and replacing legacy revenue with a growing suite of LEXI products, including LEXI Voice, which live-dubs broadcast content into other languages. Tony shares real examples in action, including a Taiwanese broadcaster needing live Mandarin translation of Donald Trump. It's a candid conversation about surviving early cash flow scares, scaling without returning to the market for capital, and what needs to happen next to grow the company across EMEA, APAC, government, and enterprise.
Calix's (ASX: CXL) Managing Director and CEO Phil Hodgson returns to the Vantage Point Podcast with host Simon Hinsley to discuss the company's journey from a 53-cent IPO to a peak valuation north of $1 billion, and the sharp reset that's followed as clean tech sentiment has cooled. Phil is candid about the lessons learned, including why Calix should have pivoted to a leaner, lower-cost model a full year earlier than it did. Phil unpacks the quiet turnaround underway in the water treatment business, where the US magnesium hydroxide operation has scaled from just $300,000 to $3.8 million in EBITDA by hitting critical mass, and why Calix believes it's still only scratching the surface of that market. He also details the progress of zesty, Calix's hydrogen-based iron-making technology, walking through how the core kiln technology works, why Rio Tinto backed it after its own in-house solution stalled, and what's left to solve, including the ARENA grant funding and a newly announced hydrogen supply partnership, before the Kwinana project can move to a final investment decision. It's a frank conversation about resetting a business after riding a boom-bust cycle, why Phil believes the market is undervaluing Calix's big-name industrial partnerships (Rio Tinto, Adani, Heidelberg) by treating the stock purely as a clean tech proxy, and what needs to happen for that to change. #VantagePoint #Calix #Decarbonisation #CleanTech #ASX
Lakes Blue Energy has had an eventful 12 months since its last appearance on Vantage Point Podcast, moving from relisting on the ASX to drilling its first 1.5km horizontal well, Wombat-5, in Gippsland, Victoria. On this episode of Vantage Point Podcast, we are re-joined with CEO Richard Ash, alongside newly appointed Senior Technical Advisor and General Manager Mike McGowan and Reservoir Engineer John Mackintosh to unpack the story of Lakes Blue Energy over the last 12 months. We discuss the Wombat-5 well, which confirmed 237 metres of gas-bearing sands across three separate zones, but also encountered formation damage from drilling fluids reacting with clays in the reservoir, delaying the path to a commercial flow result. The team discusses the remediation program now underway to fix it, including re-establishing fluid compatibility, then perforating the well using propellant-assisted technology to drive deeper into the formation and reconnect the wellbore to the reservoir. Richard also outlines the scale of the opportunity: a 2C contingent resource of around 329 Bcf, enough to supply roughly 10% of Victoria's gas needs for the next 20 years, along with early-stage discussions around powering data centre demand given the field's proximity to existing pipeline infrastructure. Testing is planned for late August/early September, subject to regulatory approval, with results expected to be communicated by around November. A grounded, technical conversation on what it takes to turn a gas discovery into a commercial outcome, and why the team believes the risk profile has improved materially since drilling began.
Life insurance is one of the last corners of financial services still running on decades-old technology, and the businesses trying to modernise it are usually competing not against rivals, but against the internal IT teams of the insurers themselves. Listing at 12pm today, we sit down with Board Chairman Russell Baskerville and CEO Simon Bright of Monvia (ASX: MNV), a SaaS platform built to help large life insurers modernise the end-to-end client experience, from new business and policy administration through to claims. The pair previously worked together at Empire, and have reunited to take Monvia to market, with the board and management now owning around 40% of the stock post-IPO. Russell and Simon walk us through the 30-year history of the business, why a five-year-old cloud-native platform gives them a head start most competitors don't have, and how one long-standing client has grown at a 66% CAGR in its retail insurance book since adopting the software. They also cover the enterprise licensing model behind the business, plans to expand into Southeast Asia, how they're building AI into both their own operations and the platform itself, and what "success" looks like three years from now.
Orbital’s CEO Stephen and CFO Mark join us to talk through how the business has repositioned itself over the past two years. They unpack Orbital's proprietary dual fuel injection technology, which allows its two-stroke engines to run cleanly on heavy fuel at altitude, something competitors coming from gasoline and hobby engines still struggle with, and why that translates into market-leading time between overhauls and a lower cost of ownership for operators. Stephen and Mark walk us through Orbital's three go-to-market models, from the historical partnership program built around tier-one military customers, to the emerging "power by the hour" model, where drone operators lease engines rather than buy them outright. We also get into the commercial opportunities now opening up in pipeline and infrastructure surveying, logistics, and agriculture, and why the company is targeting a more even split between defence and commercial revenue in the years ahead. It's a candid conversation about diversifying away from customer and product concentration, overcoming a reputation for being expensive, and what's actually changing in the broader drone propulsion market. #VantagePoint #Orbital #UAV #Drones #Defence
Elsight (ASX: ELS) is the connectivity layer powering the world’s drones and unmanned systems, and the company’s transformation over the past 12 months has been one of the most compelling operational stories on the ASX. We sat down with Yoav Amitai, CEO of Elsight, who joined the company as an operations manager in 2017 and has since built it into a global defence technology business with a rapidly growing revenue base and real free cash flow generation. In this conversation, Yoav breaks down what Elsight actually does and why it’s fundamentally different to DroneShield and EOS, the Halo product and the critical distinction between concurrent connectivity and failover, and how the business went from 5% defence revenue to 90% in just a few years. He also addresses the bear case on customer concentration, explains what being trusted by US Special Operations Command means for future growth, and shares his view on when the commercial drone market will finally hit its inflection point. For investors watching the ASX defence and drone technology space, this is essential listening.
On the latest episode of Vantage Point Podcast, Nick Leitl joinsus to discuss the journey from fund manager to co-founder of LSN Capital Partners and what it takes to build and grow an investment business from the ground up. Drawing on more than two decades in markets, including 16 years managing money at K2 Asset Management, Nick reflects on launching a fund in a challenging environment, how LSN's investment process has evolved over the past four and a half years and the lessons learned along the way. We also explore why management quality sits at the centre of LSN's investment philosophy, how the team approaches sector allocation and capacity management and a candid investment mistake where a compelling macro thematic ultimately couldn't overcome poor execution at the company level.
Most businesses are using AI the same way; typing prompts into ChatGPT or Claude and hoping for the best. As business usage proliferates during the rush to harness AI, the question of who governs these models, and how, is becoming one of the most important problems the world must face. On the latest episode of Vantage Point Podcast, David joins us for a second time to update us on Decidr AI, an AI infrastructure company that sits on top of the major models, OpenAI, Anthropic, and other open source models, and orchestrates them into structured, deterministic business workflows. David explains why the world is moving from prompting to tasks, how Decidr’s approach to deterministic workflow design tackles the twin problems of AI accuracy and cost, and why he believes we're entering what he calls the sovereign era of AI; where governance, accountability, and visibility matter as much as capability. We also get into SugarWork, Decidr’s recently acquired knowledge-capture platform, the concept of building your own company large language model, and why protecting how your business actually does things is fast becoming a strategic priority. A genuinely interesting discussion on what it looks like when AI grows up.
Multiple System Atrophy progresses faster than Parkinson's, attacks multiple systems at once, and takes an average of seven doctors before patients receive the correct diagnosis. There is currently no approved treatment. On this episode of Vantage Point Podcast, we sit down with David Stamler (CEO) and Daniel Claassen (CMO) of Alterity Therapeutics to discuss their drug candidate ATH434, phase two results showing nearly 50% reduction in disease progression rate, and the path to a phase three trial. We also cover Alterity's orphan drug and fast track FDA designations, upcoming phase three study design discussions, and the drug's potential beyond MSA - including Parkinson's and Friedreich's Ataxia.
In this episode we’re joined by Executive Chairman of Green360 (GT3:ASX), Aaron Banks. Cement is the second most consumed product on earth after water, and the industry generates roughly 8% of global emissions — the equivalent of the entire global car fleet. Yet the chemistry behind it hasn’t meaningfully changed in over 200 years. Green360 is changing that. Aaron acquired a Victorian production plant from French multinational Imerys for $1.9 million — an asset that would cost $120 million to replicate today — and has built it into a business doing circa $25 million in revenue over the last two years, supplying blue-chip clients including Dulux, Visy, Selleys, Bostik, Nufarm, Estée Lauder and Body Shop. Now he’s commercialising metakaolin, a low-carbon supplementary cementitious material that partially replaces Portland cement inside the concrete binder system.
In this episode of Vantage Point, we welcome back Nick Lissette, Founder and CEO of Blackpearl, a company operating at the forefront of the Agentic AI shift. Blackpearl is a market-leading data technology company powering next-generation sales and marketing across the US, with its platform delivering 114% year-on-year ARR growth as of last quarter.Nick walks us through how he built the business around a simple premise: helping SMEs generate revenue by identifying the moments that matter between buyers and sellers. At its core is the Pearl Engine, a proprietary data platform that processes more than 31 billion data signals to drive outcomes for marketers, sales teams and DaaS clients across the B2B ecosystem. In this conversation, we explore how Blackpearl turns data into revenue opportunities, the strategic acquisition of B2B Rocket, the signal-to-noise problem in AI, and why Nick believes much of the market remains years behind where the technology already is today.
EMVision co-founder and CEO Scott Kirkland joins the show to explain how their groundbreaking portable brain scanner aims to do for stroke what the ECG did for heart attacks, bringing fast, accurate point-of-care diagnosis to the ambulance and to the bedside. Scott breaks down the persistent inefficiencies in stroke care today, the race against time, the FDA De Novo pathway, and EMVision’s radio frequency technology designed to deliver faster triage, transfer and patient management for dramatically better patient outcomes. He also shares their ambitious go-to-market strategy targeting the US Stroke Belt and why this could be one of Australia’s most promising medtech stories on the ASX.
In this episode of Vantage Point, we’re joined by Leo Barry, Portfolio Manager at Fairview Equity Partners, one of Australia’s longest-standing small cap funds, with nearly 19 years of operation and top quartile returns across most periods. Leo’s path into funds management was anything but conventional. After a 15-year AFL career with the Sydney Swans, he began with unpaid work experience on the equity desk at Citigroup, before moving to the sell side at Merrill Lynch and eventually finding his home on the buy side at Fairview Equity Partners. We cover the mechanics of how Fairview operates: a small team of generalist portfolio managers, a deliberately concentrated but diversified portfolio, and a simple one-page investment process that has remained largely unchanged since the fund launched. Leo also shares why resources have been such an important part of the portfolio, how gold became Fairview’s strongest-performing sector over time and why sell discipline is often more important than stock picking.
In this episode, we welcome Chris Judd back to Vantage Point — and a lot has changed since we last spoke. Cerutty Macro Fund has delivered annualised returns of close to 25% since inception in June 2023, built on a macro-thematic framework that prioritises secular tailwinds, liquidity awareness, and elite management teams over style-box convention. We dive into how Cerutty navigates shifting market conditions, current views on gold, energy, and AI infrastructure plays including Vysarn and ikeGPS, and why Chris has built the fund for returns rather than scale. He also speaks candidly about the psychology of staying the course through volatility, the lessons elite sport brings to investing, and what it really takes to back yourself.
Laserbond might be one of Australia’s best-kept industrial secrets. In this episode, we sit down with CEO Rob Freeman to unpack how a 30-year-old surface engineering business is evolving into a globally scalable technology company. From extending the life of mining and industrial equipment to building proprietary laser tech and coatings, Laserbond is solving real-world problems that save customers considerable amounts in maintenance and downtime while pushing the boundaries of materials science. We dive into the big themes shaping the business right now, including the role of R&D in staying ahead of competition and what it takes to scale an Aussie industrial company. Rob shares candid insights on leadership, innovation, and why continuous product development beats trying to protect IP. If you’re interested in industrial tech, smart manufacturing, or how to build a durable, world-class business, this one’s worth your time.
In this episode of Vantage Point, we’re joined by Saluda Medical CEO Barry Regan for an insightful discussion around one of the ASX’s most compelling medtech growth stories. Drawing on more than three decades across medtech, biotech and pharma, Barry reflects on the experiences that shaped his career and what drew him to Saluda. We explore how the company’s Evoke® system is transforming the spinal cord stimulation market through its innovative and differentiated closed-loop technology, delivering a personalised, responsive and clinically superior approach to pain management. The discussion also covers the scale of the US$23B chronic pain market, limitations of incumbent therapies, the burden of opioids, and how Saluda is delivering a true step-change in the standard of care. Barry also elaborates on the strategy behind scaling its US commercial footprint and execution currently underway.
In this episode, we sit down with Sam Watson, managing director of Bioxyne (BXN:ASX), to unpack how the company is positioning itself at the intersection of medicinal cannabis, psychedelics, and precision medicine. We dive into the regulatory landscape across the UK and Australia, breaking down how prescribing works and why navigating compliance is critical to success. A key focus is GMP certification, and how maintaining pharmaceutical-grade standards builds trust and creates a competitive edge. We also explore Bioxyne’s strategy of manufacturing finished products, from inhalable flower to fast-growing formats like pastilles, and how they’ve carved out a strong position in the Australian market. Beyond cannabis, the conversation touches on emerging therapies like psilocybin and MDMA, and the growing opportunity to treat conditions like depression and PTSD. Finally, Sam shares Bioxyne’s unique approach to commercialising investigational medicines earlier to accelerate growth while managing risk. This is one of the fastest-growing sectors in healthcare — and Bioxyne is one of the few ASX-listed names that’s doing it profitably.
Most biotech stories are about risks and setbacks, but this one is built on resilience, innovation, and a long-term vision to change healthcare. Will and Ali share how they’ve strategically blended a platform approach, lean operations, and disruptive technology to accelerate growth — all while navigating clinical milestones and regulatory hurdles. Discover how a $50 million deal could fast-track drug delivery applications that might revolutionize treatment for neurodegenerative diseases and beyond.You'll learn how their proprietary polymer platform enables multiple applications from bone regeneration to nasal drug delivery without compromising on safety or manufacturing consistency. We break down how applying a SaaS-like business model in medtech allows for rapid scaling, high margins, and strategic joint ventures that keep the company lean and flexible. Plus, dive into the importance of global partnerships, clinical validation, and meaningful KOL engagement in building a sustainable, patient-centric biotech.Why does all this matter? Because in a world demanding shorter hospital stays, outpatient procedures, and less invasive treatments, this platform could redefine how healthcare providers deliver therapies at a global scale. If you’re an investor, entrepreneur, or healthcare professional seeking exposure to the next wave of breakthrough medtech, this episode is essential listening.Perfect for those interested in innovative biotech strategies, accelerated clinical pathways, and the future of drug delivery. Will and Ali’s insights reveal not just how to build a resilient company, but how to do it with a clear mission to impact millions of lives. Tune in and discover the long game of biotech innovation that’s already happening. Will is the CEO of TetraTherix, known for his strategic vision in medtech commercialization. Ali is the founder and chief scientist, with deep expertise in polymer engineering and regenerative medicine.
In this in-depth interview, Glenn discusses Hazer's innovative technology for converting methane emissions into hydrogen and graphite, its market potential, strategic partnerships, and future growth plans. Discover how Hazer aims to revolutionise decarbonisation and capitalise on the massive global demand for clean hydrogen and steelmaking solutions. Key topics Hazer's proprietary technology and its unique approach to decarbonisation Market opportunities in green hydrogen and critical minerals Strategic partnerships with KBR and industry players Hazer's pipeline and commercialisation strategy
The conversation explores the evolution of Solvar, a lending company, its strategies in the non-bank lending market, financial performance, customer care, and future outlook. The discussion highlights the importance of adapting to market changes, focusing on customer relationships, and maintaining shareholder value through dividends and strategic growth. Takeaways Solvar has evolved significantly over the past 18 years. The lending market has seen a rise in non-bank lenders due to banks exiting certain sectors. Solvar's focus on customer care is crucial for managing high-risk clients. The company has seen a strong turnaround in lending volumes post-ASIC issues. Dividends are a key part of Solvar's capital management strategy. Solvar's market position is strengthened by its low leverage and equity funding. The leadership team has remained stable, fostering a strong company culture. Future growth is expected from the Benji product and commercial lending. The company aims to simplify operations and focus on the Australian market. Solvar's commitment to community service is integral to its business model.
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Apple Podcasts rankings via the Mato Topic Intelligence Platform.
Observed September 11, 2026. Cached outside the daily freshness window; the positions keep the date they were taken on.
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