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Homodeus Research

Homodeus Research

Equity research and market commentary from Homodeus Research.

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Episodes

45 episodes

  1. Venari Minerals (ASX:VMS): Matthew Healy on Nevada Lithium, Strontium & US Defence Supply 34:50
  2. Intelligent Monitoring Group (ASX:IMB): Dennison Hambling on ADT UK, AI Security & Recurring Revenue 48:56
  3. Patagonia Lithium (ASXPL3): Phil Thomas on 3.8Mt Lithium, DLE & the Path to Production 42:35
  4. Black Canyon (ASX:BCA): Brendan Cummins on Wandanya, 23.6Mt Manganese & the Path to Production 36:08
  5. Solvar (ASX:SVR): Scott Baldwin on the $1bn Loan Book, Record Lending Growth & Dividends 47:44
  6. Volt Resources (ASX:VRC): Prashant Chintawa on US Graphite, Alabama & Government Funding 28:21
  7. Strata Minerals (ASX:SMX): Pete Woods on the 42koz Gold Resource, BML Ventures & the Path to Production 24:50
  8. Elk Range Mining (ASX:ELK): Edward Keyes on Visible Gold, the Friday Mine & Idaho's District-Scale Opportunity 52:09
  9. TIP Group (ASX:TIP): Andrew Coleman on Compounding, Private Equity & Patient Capital 46:42
  10. Trajan (ASX:TRJ): Stephen Tomisich on Earnings Recovery, AI & Healthcare 49:11
  11. Advanced Engineered Materials (ASX:AEM): Richard Seville & Mick Adams on HPA, AI & Semiconductors 57:14
  12. Neurizon Therapeutics (ASX:NUZ): Sergio Duchini & Dan O'Connell on NUZ-001, HEALEY Phase 2/3 & ALS 53:50
  13. Aureka Limited (ASX:AKA): James Gurry on Fiddlers Creek, Wedderburn Mill & the Path from Explorer to Producer 44:56
  14. RareX (ASX:REE): James Durrant on Copper Porphyry Potential, Rare Earths & Mrima Hill 31:14
  15. Dimerix (ASX: DXB): Nina Webster on DMX200, DMX652 & the Global Kidney Drug Opportunity 34:01
  16. Whitefield Investments (ASX:WHF, ASX:WHI): Angus Gluskie on Quant Investing, Monthly Franked Income & 100 Years of InvestingHow does a 100-year-old Australian investment manager combine long-term inve 35:00
  17. Clarity Pharmaceuticals (ASX:CU6): Executive Chair Dr Alan Taylor on Phase 3, Co-PSMA & the Future of Prostate Cancer ImagingUntitled episode 42:54
  18. Flexiroam (ASX:FRX): Founder Jef Ong on eSIM, Global Connectivity & the Company's Turnaround Strategy 38:13
  19. Green & Gold Minerals (ASX:GG1): MD Quentin Hill on Gold, Copper & North Queensland's Emerging Critical Minerals Opportunity 28:56
  20. SCX.ai (ASX:SCX): CEO David Keane on Sovereign AI, AI Factories & Australia's AI Infrastructure Opportunity 42:55
  21. Critical Resources (ASX:CRR): CEO Tim Wither & Industry Expert Eric Martinez Gurrea on AI Data Centre Cooling, Two-Phase Technology & the Future of AI Infrastructure 58:35
  22. Alterity Therapeutics (ASX:ATH): CEO Dr David Stamler on ATH434, FDA Phase 3 & the Quest to Treat Multiple System Atrophy 37:12
  23. Complii FinTech (ASX:CF1): Executive Chair Craig Mason on AI, SaaS & the Future of Capital Markets Technology 36:09
  24. Alma Metals (ASX:ALM): CEO Frazer Tabeart on the Briggs Copper Project & Queensland's Largest Undeveloped Copper Resource 34:50
  25. Way2VAT (ASX:W2V): CEO Amos Simantov on AI, TaxTech & the Future of Global Tax Compliance 40:56
  26. McLaren Minerals: Unlocking a Major Titanium Opportunity in Western Australia | CEO Interview 33:58
  27. Freelancer (ASX:FLN): CFO Dylan Carter on AI, Escrow.com & the Future of Online Work 38:08
  28. Butn (ASX:BUT): CEO Rael Ross on Embedded Finance, SME Lending & the Future of Business Funding 49:45
  29. Vmoto (ASX:VMT): CEO Ivan Teo on Uber, Ducati, MotoGP & the Future of Electric Motorcycles 40:25
  30. Havilah Resources (ASX:HAV): Copper, Gold & Critical Minerals in South Australia 43:01
  31. Unlocking Untested Gold Potential in Nevada | Union Star Metals (ASX:USM) CEO Lucas Stanfield 33:12
  32. The Future of Helium & Natural Hydrogen | Prominence Energy (ASX:PRM) with COO Dr Krista Davies 29:21
  33. The Future of Battery Chemistry with Firebird Metals (ASX:FRB) CEO Ron Mitchell 40:37
  34. Qualitas (ASX: QAL): Banks Are Retreating From Real Estate — Here's Who's Stepping In 38:18
  35. First Drill in 30 Years: Manhattan Gold's Nunavut Gold Hunt with Bay Rezos 30:10
  36. The Ex-Epic Executive Turning Mach7 Into Healthcare's AI Data Backbone 44:04
  37. Semiconductor Deep Dive with YT Boon: Inside the AI Chip Supercycle 53:02
  38. Alpha HPA (A4N): AI's Hidden Chip Supply Chain Play 46:00
  39. Canadian Phosphate: Food Security, Batteries & Geopolitics 46:00
  40. Greenwing Resources (ASX: GW1): Lithium, Graphite & a Tasmanian Data Centre Play — with MD Peter Wright 44:05
  41. Xenitra (ASX: XEN): Tokenising FMCG Sales in China — with Dr Anthony Noble 45:38
  42. Provaris Energy (ASX: PV1): Shipping Hydrogen & CO2 — with CEO Martin Carolan 24:46
  43. Avecho Biotechnology (ASX: AVE): A $45M Biotech, a Sandoz Deal & a Phase 3 Readout in Weeks — Dr Paul Gavin 44:17
  44. Canada's Next Integrated Graphite Play 51:20
  45. Red Mountain Mining (ASX:RMX) 23:54