The Bellcast
Bridge the investing and markets knowledge gap with the Bell Direct Bellcast. From bite-size thought snippets, to full length interviews with the top executives of leading ASX200 companies, you'll be informed and ready for any market movement.
Episodes
In this episode of From the Helm, Grady Wulff sits down with Rural Funds Group (ASX:RFF) COO Tim Sheridan and General Manager of Investor Relations, Corporate Affairs & Sustainability, James Powell, to discuss Australia’s first ASX-listed agricultural REIT, its diversified portfolio of farmland, and growth strategy, including its expanding macadamia holdings.
Tim and James share insights into RFF’s portfolio composition, ma...
In this episode of From the Helm, Grady Wulff sits down with SenSen Networks Limited (ASX:SNS) CEO, Dr Subhash Challa, to discuss the company’s strong FY25 performance, growing profitability, and strategic roadmap amid the global AI and sensor analytics boom.
Dr Challa shares insights into SenSen’s key growth drivers, expansion into international markets, and the company’s progress in scaling its AI-powered “SenDISA” data fusion pla...
In this episode of from the helm, Grady Wulff sits down with Cobram Estate Olives (ASX:CBO) Co-CEO, Sam Beaton, to explore the company’s impressive FY25 performance, US expansion strategy, and premium olive oil brand growth.
Sam shares insights into Cobram Estate’s branded product sales, grove development plans, and investment priorities across Australia and California, while discussing how the company maintains its premiu...
Join Bell Financial Group's Senior Market Analyst Grady Wulff as she sat down with Dr. Liz Dallimore, CEO & MD of Argenica Therapeutics (ASX:AGN) to discuss the company's lead drug candidate ARG-007, and its pathway to commercialisation to become the world's first neuroprotective drug for the protection of brain cells post stroke or catastrophic brain injury.
In this interview, Liz covers:
• (0:40) an overview of ...
In this episode of from the helm, Grady Wulff sits down with Bhagwan Marine Limited (ASX:BWN) Director of Finance, Andrew Wackett, to unpack the company’s record FY25 results, divisional growth opportunities, and strategic plans for FY26 and beyond.
Andrew shares insights into Bhagwan Marine’s revenue drivers, vessel utilisation strategies, and expansion into new sectors including renewable energy and offshore wind.
In this interview...
Join Bell Financial Group's Senior Market Analyst Grady Wulff as she sat down with Cash Converters (ASX:CCV) CEO & Managing Director, Sam Budiselik to discuss the company's FY25 results, shift away from franchising and recent launch of its luxury stores. Cash Converters is a household name in Australia with the company being a franchisor, retailer of second-hand goods and financial services, and a provider of secured ...
In this episode of From the Helm, Senior Market Analyst Grady Wulff sits down with Metal Powder Works (ASX:MPW) Founder and MD John Barnes to unpack their transformative, industry-disrupting welding technology offering and what investors can expect looking forward.
In this interview, Grady covers:
• (0:34): an overview of Metal Powder Works and what they do
• (2:12): MPW’s cash situation and the runway to sca...
In this episode of From the Helm, Senior Market Analyst Grady Wulff is joined by Metallium (ASX:MTM) CEO & MD Michael Walshe – watch as they discuss Metallium’s low-carbon, high-efficiency approach to recovering critical and precious metals from mineral concentrates, and what investors can expect from the company in the future.
In this interview, Grady covers:
• (0:30): who Metallium are their recent collaboration...
In this episode of From the Helm, Grady Wulff sits down with Sports Entertainment Group (ASX:SEG) CEO Craig Hutchison and CFO Trent Bond to unpack the company’s strong FY25 results, its multi-platform content strategy, and growth outlook heading into FY26.
Craig and Trent share insights into SEG’s radio and non-radio pillars, the company’s recent RSN acquisition, and how SEG is positioning itself for growth in a rapidly ev...
In this episode of From the Helm, Grady Wulff sits down with Cynata Therapeutics (ASX:CYP) CEO, Kilian Kelly, to discuss the company’s pioneering work in stem cell and regenerative medicine. Kilian shares insights on Cynata’s mesenchymal stromal cell (MSC) platform, its unique “one donor, one time” approach, the path to commercialisation, and what investors can expect in the coming year.
In this interview, Grady covers:
In this episode of From the helm, Grady Wulff sits down with Electro Optic Systems (ASX:EOS) CEO, Andreas Schwer to unpack the company’s recent share price momentum, global expansion strategy, and breakthrough technology in the defence sector.
Andreas shares insights into EOS’s contract pipeline, advancements in high-energy laser systems, and what investors can expect from the company over the next 12 months.
In ...
In this episode of From the helm, Grady Wulff sits down with Grant Nichols, Centuria Head of Listed Funds and CIP Fund Manager, and Belinda Cheung, COF Fund Manager, to discuss sector tailwinds driving investor appetite across industrial and office real estate as FY26 kicks off.
Grant shares his outlook for the industrial sector amid resilient demand and stabilising valuations, while Belinda provides insights into the off...
In this episode of From the Helm, Senior Market Analyst Grady Wulff sits down with Raymond van Hulst, CEO of Omni Bridgeway (ASX:OBL) to discuss what is a unique diversification opportunity for investors in the legal space.
Raymond dives into who Omni Bridgeway are, why investors should consider investment into the company, their recently released FY25 results and what’s ahead over the next 3-5 years.
In this interview, Raymond cov...
In this episode of From the helm, Grady Wulff sits down with Infratil (ASX:IFT) CEO Jason Boyes to discuss the company’s global infrastructure portfolio, spanning renewables, data centres, healthcare and more. Jason shares insights on Infratil’s long-term returns, key growth thematics, and what investors can expect in the year ahead.
In this interview, Grady covers:
• (0:37) an overview of Infratil and its history
...
In this episode of From the Helm, Bell Financial Group’s Grady Wulff sits down with Yojee (ASX:YOJ) CEO, Mark Connell, to discuss how the company is harnessing artificial intelligence and machine learning to lead innovation in logistics software. With shares climbing over the past year, Mark shares what’s driving growth and where Yojee is headed next.
In this conversation, Mark covers:
• (0:31): What Yojee does and how...
In this episode of From the Helm, Bell Financial Group’s Grady Wulff speaks with DroneShield (ASX: DRO) CEO, Oleg Vornik, about the company’s rapid momentum in FY25, key contract wins, and how it’s positioned as a leader in counter-drone technology amid heightened global defence spending.
In this video, Oleg covers:
• (0:58): FY25 momentum and major contract wins
• (2:09): $13m facility expansion and scaling plans<...
Join us for a tactical deep dive into the Defence sector in this special episode of our 2025 Meet the Analyst series.
Bell Direct’s Senior Market Analyst, Grady Wulff, sits down with Bell Potter Industrials Analyst, Daniel Laing, to explore one of the market’s most talked-about themes, defence stocks.
From unpacking global defence spending trends to identifying the standout stocks riding the drone warfare wave, in...
In this episode of From the helm, Bell Financial Group’s Grady Wulff speaks with Proteomics International Laboratories (ASX: PIQ) CEO, Dr. Richard Lipscombe, about the company’s ground breaking work in predictive diagnostics and the global opportunity for its world-first blood tests.
In this video, Dr. Lipscombe covers:
· (0:47): An overview of PIQ and its FY26 goals
· (1:38): The significance of three wo...
In this episode of From the Helm, Bell Financial Group’s Grady Wulff speaks with Perseus Mining (ASX: PRU) CEO, Jeff Quartermaine, about the company’s strategic direction, growth projects across West Africa, and how it’s positioned amid a booming gold market.
In this video, Jeff covers:
• (0:37): how current gold market tailwinds are shaping its success
• (1:10): operating conditions in West Africa compared to...
In this episode of From the helm, Bell Financial Group’s Grady Wulff speaks with Elsight (ASX: ELS) Director, Howard Digby, about the company’s AI-powered connectivity solutions and its role in the rapidly growing unmanned systems market.
In this video Howard covers:
• (0:33): Elsight’s current financial position and the path to profitability
• (4:07): capacity to meet demand and capital needs for expansion
• (5:13): how...
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