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Red Leaf Securities Pty Ltd Channel is dedicated to interviewing Australian Listed Small Cap CEO's that run companies who have huge potential upside. Enjoy the interviews.
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27 OCT 2026 · Steve Baxter: Australia’s Next Big Investment Opportunity? Defence Tech Explained
What makes defence technology a smart investment—and what should make investors walk away?
Steve Baxter, entrepreneur, Shark Tank investor and founder of Beaten Zone Venture Partners, joins John Athanasiou on the Red Leaf Podcast to explore Australia’s defence technology opportunity.
We discuss drones, cybersecurity, the path from technology to revenue, and what ASX investors should look for beyond headline contract announcements.
General information only. Not personal financial advice.
#SteveBaxter #DefenceTech #ASX #RedLeafPodcast Become a supporter of this podcast: https://www.spreaker.com/podcast/red-leaf-securities--6387900/support.
Transcribed
22 OCT 2026 · Can AI get smarter while using less power?
On this episode of the Red Leaf Podcast, John Athanasiou speaks with BrainChip (BRN) CEO Sean Hehir about taking AI out of the data centre and onto everyday devices.
We explore the technology, the path from licensing deals to royalties, what Sequora brings to the business, and the milestones investors should watch next.
A big thank you to Bennett’s Lane, Melbourne CBD, for hosting us—a co-working space with full office facilities and even a gym!
Disclaimer: General information only, not personal financial advice. Investing involves risk.
Red Leaf Securities Pty Ltd | AFSL 510097. Become a supporter of this podcast: https://www.spreaker.com/podcast/red-leaf-securities--6387900/support.
Transcribed
5 OCT 2026 · What can AI spot at a supermarket checkout that people miss—and how valuable could that be to retailers around the world?
Today on the Red Leaf Podcast, we’re joined by Joel Rappolt, CEO of RocketBoots, listed on the ASX under code ROC.
RocketBoots uses AI to analyse video, helping retailers detect losses and make smarter decisions in their stores. Now, a major global rollout—with a contract worth around A$9.1 million a year once fully deployed—could change the scale of the business.
We’ll explore how the technology works, what convinced a global retailer to commit, and what RocketBoots needs to deliver next.
Joel, welcome to the Red Leaf Podcast.
Disclaimer: This podcast is for information only and does not constitute financial advice. Always do your own research and consider your circumstances before investing. Become a supporter of this podcast: https://www.spreaker.com/podcast/red-leaf-securities--6387900/support.
Transcribed
1 SEP 2026 · Is the Turnaround Finally Here? | Australian Vintage CEO Tom Dusseldorp
Australian Vintage (AVG) has endured a difficult few years — but are we finally seeing the beginning of a turnaround?
Following the company's latest results, Red Leaf Securities CEO John Athanasiou sits down with Australian Vintage CEO Tom Dusseldorp to discuss what has changed, whether the worst is behind the business, and why investors should take another look at AVG.
They discuss debt and the balance sheet, changing drinking habits, the future of the wine industry, product innovation, dividends, growth opportunities and what Australian Vintage could look like three years from now.
Plus, Tom faces a quick-fire round on his favourite wines, Australia's most underrated wine region and the trends shaping the industry.
🎧 Essential listening for investors following AVG and the changing Australian wine sector. Become a supporter of this podcast: https://www.spreaker.com/podcast/red-leaf-securities--6387900/support.
Transcribed
5 AUG 2026 · Welcome to the Red Leaf Securities Podcast.
Today we're joined by Christopher Clark, Chief Executive Officer and Managing Director of RocketDNA (ASX: RKT), a company rapidly evolving from a commercial drone operator into a technology business focused on software, automation and AI-driven data solutions for the global mining industry.
RocketDNA has delivered consecutive quarters of positive operating cash flow, built a substantial pipeline of pre-booked drone missions, and is developing strategic software partnerships that could significantly expand its global reach.
In this episode, we'll discuss the company's transition to higher-margin recurring software revenue, the commercial opportunity ahead, its growth strategy, and the milestones investors should be watching over the next 12 months.
Disclaimer: This podcast is for educational and informational purposes only and does not constitute financial product or investment advice. Investors should conduct their own research and seek independent professional advice before making any investment decisions. Become a supporter of this podcast: https://www.spreaker.com/podcast/red-leaf-securities--6387900/support.
Transcribed
4 AUG 2026 · Welcome to the Red Leaf Securities Podcast. I'm John Athanasiou, CEO of Red Leaf Securities.
Today we're joined by Mohan Jesudason, Managing Director of X2M Connect Limited (ASX: X2M), a company that has undergone a significant transformation from a smart city technology provider to an emerging AI infrastructure business.
With artificial intelligence driving unprecedented demand for high-quality data, data centres and digital infrastructure, X2M is positioning itself at the intersection of these powerful long-term trends. We'll discuss the company's strategic pivot, its expansion into Australian data centres, the strength of its South Korean operations, its recent capital raising, and the key milestones investors should be watching over the next 12 months.
We'll also explore why Mohan believes the real value in AI isn't just in the chips or the data centres, but in the quality of the data itself—and why that could make X2M one of the more overlooked AI infrastructure opportunities on the ASX.
Mohan, welcome to the Red Leaf Securities Podcast.
Disclaimer: This podcast has been prepared for educational and informational purposes only and does not constitute personal financial advice, investment advice, or a recommendation to buy or sell any financial product. The views expressed are those of the participants at the time of recording and may change without notice. Investors should consider their own objectives, financial situation and needs, and obtain independent professional advice before making any investment decision. Become a supporter of this podcast: https://www.spreaker.com/podcast/red-leaf-securities--6387900/support.
Transcribed
22 JUN 2026 · Inside DXN Ltd’s 100%+ AI Surge | Shalini Lagrutta
When DXN Limited announced its recent AI data centre contract, shares didn't just climb - they exploded intraday by several hundred percent. But what happens after the initial smoke clears?
In this episode of the Red Leaf Securities Podcast, we sit down with Shalini Lagrutta (CEO & Managing Director at DXN Limited) to ask the hard questions every investor wants answered:
What drove the massive market reaction?
How sustainable is this AI-fueled momentum?
What is the long-term vision for DXN's data centre pipeline?
Disclaimer: This podcast is for informational purposes only and does not constitute investment advice. Become a supporter of this podcast: https://www.spreaker.com/podcast/red-leaf-securities--6387900/support.
Transcribed
11 MAY 2026 · Today on the Red Leaf Podcast, we’re joined by Brendan Malone CEO of Raiz Investment (RZI).
Raiz Investment is one of Australia’s best-known digital wealth platforms, starting out as a simple micro-investing app built around round-ups and evolving into a much broader investment ecosystem. Today, it manages over $2 billion in funds under management and serves more than 300,000 active customers.
We’ll dig into how that journey has unfolded — from product-market fit and shifting customer behaviour, through to increasing competition from banks, brokers, and ETF platforms, and what really differentiates Raiz in an increasingly crowded low-cost investing landscape.
Brendan, great to have you on the show. Become a supporter of this podcast: https://www.spreaker.com/podcast/red-leaf-securities--6387900/support.
Transcribed
28 APR 2026 · Welcome to the Red Leaf Securities podcast.
Today we’re joined by Dr Stuart Gunzburg, CSO and Executive Director of EVE Health Group. Stuart sits at the intersection of science, clinical development, and capital markets, helping guide EVE’s strategy as it targets large, patent-expiry pharmaceutical markets through reformulated therapies and telehealth-enabled distribution.
In this conversation, we explore the science and commercial pathway behind EVE’s lead products Libbo® and Dyspro™, the realities of clinical adoption in a competitive prescribing environment, and the regulatory and execution risks that matter most. We also unpack how telehealth is reshaping the route-to-market, and what needs to occur for EVE to transition from early-stage development into meaningful commercial scale.
Let’s get into it. Become a supporter of this podcast: https://www.spreaker.com/podcast/red-leaf-securities--6387900/support.
Transcribed
16 MAR 2026 · Welcome to the Red Leaf Securities Podcast.
In this episode we’re joined by Tom Wickenden, Investment Strategist at BetaShares, to discuss the BetaShares S&P/ASX Australian Technology ETF, which tracks the S&P/ASX All Technology Index and provides exposure to Australia’s leading ASX-listed technology companies.
We discuss what an ETF is, how investors use them to gain exposure to sectors like technology, and where Tom believes the Australian tech sector could be heading, particularly as investors weigh both the opportunities and risks around AI.
🎧 Let’s get into the conversation. Become a supporter of this podcast: https://www.spreaker.com/podcast/red-leaf-securities--6387900/support.
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Red Leaf Securities Pty Ltd Channel is dedicated to interviewing Australian Listed Small Cap CEO's that run companies who have huge potential upside. Enjoy the interviews.
Information
| Author | John Athanasiou |
| Organization | John Athanasiou |
| Categories | Investing |
| Website | - |
| john@redleafequities.com.au |
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