Morgans Conversations

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Morgans Conversations is a collection of short interviews with company executives from firms listed on the ASX.


    • Sep 8, 2022 LATEST EPISODE
    • monthly NEW EPISODES
    • 22m AVG DURATION
    • 42 EPISODES


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    Latest episodes from Morgans Conversations

    Monica Zagrodny, Co-founder of Monarc Global: Deloitte Tech Fast 50

    Play Episode Listen Later Sep 8, 2022 3:12


    Morgans is a proud sponsor of Deloitte's Tech Fast 50 2022.Nick Harris, Morgans Senior Analyst sat down with the Tech Fast 50 2021 winner Monica Zagrodny, the Co-founder of Monarc Global to discuss what winning Tech Fast 50 and the Female Leadership awards has meant for her and her business. Monarc Global provides automated pricing software for aircraft, supporting operators and owners within the industry.Nominate your business today for the Tech Fast 50 2022 for the opportunity to be recognised as one of this year's fastest-growing technology companies: https://bit.ly/3vfQKxnCheck out more from Morgans:Visit the Morgans website: www.morgans.com.auCheck out our blog: www.morgans.com.au/BlogOn Facebook: www.facebook.com/MorgansAUOn Instagram: www.instagram.com/Morgans.AustraliaOn Twitter: twitter.com/MorgansAU

    Royce Crown, Chief Executive Officer & Co-founder of Monarc Global: Deloitte Tech Fast 50

    Play Episode Listen Later Aug 31, 2022 4:02


    Morgans is a proud sponsor of Deloitte's Tech Fast 50 2022.Nick Harris, Morgans Senior Analyst sat down with the Tech Fast 50 2021 winner Royce Crown, the CEO & Co-founder of Monarc Global to discuss what winning this award has meant for his business. Monarc Global provides automated pricing software for aircraft, supporting operators and owners within the industry.Nominate your business today for the Tech Fast 50 2022 for the opportunity to be recognised as one of this year's fastest-growing technology companies: https://bit.ly/3vfQKxnCheck out more from Morgans:Visit the Morgans website: www.morgans.com.auCheck out our blog: www.morgans.com.au/BlogOn Facebook: www.facebook.com/MorgansAUOn Instagram: www.instagram.com/Morgans.AustraliaOn Twitter: twitter.com/MorgansAU

    Morgans Conversations: Alex Waislitz, CEO of Thorney Opportunities (ASX:TOP)

    Play Episode Listen Later Mar 28, 2022 27:44


    In today's Morgans Conversations, adviser Chris Titley chats with Alex Waislitz from Thorney Opportunities (ASX Code:TOP). Alex talks about the existing portfolio, the sectors they operate in and the composition of the portfolio and why they are so enthused. Alex also gives his views on the overall market.Check out more from Morgans:Visit the Morgans website: www.morgans.com.auCheck out our blog: www.morgans.com.au/BlogOn Facebook: www.facebook.com/MorgansAUOn Instagram: www.instagram.com/Morgans.AustraliaOn Twitter: twitter.com/MorgansAU

    Morgans Conversations: Danny Lessem, Co-Founder and CEO of ELMO

    Play Episode Listen Later Feb 23, 2022 27:45


    This episode of the Morgans Conversations was with Danny Lessem, CEO and Co-founder of ASX listed Elmo. Danny goes into the history of Elmo, the progress they have made since the peak of Covid-19, the shifting workforce dynamics as well as the recent result. The company is forecasting >$100m of ARR for the full year – a milestone never achieved before by the company.Check out more from Morgans:Visit the Morgans website: www.morgans.com.auCheck out our blog: www.morgans.com.au/BlogOn Facebook: www.facebook.com/MorgansAUOn Instagram: www.instagram.com/Morgans.AustraliaOn Twitter: twitter.com/MorgansAU

    Morgans Conversations: Sam Budiselik, Managing Director of Cash Converters (ASX:CCV)

    Play Episode Listen Later Nov 7, 2021 21:04


    Morgans Adviser Chris Titley chats to Sam Budiselik , MD of ASX listed Cash Converters. Cash Converters is known throughout Australia, but many may not know their involvement in lending, and how they are assisting customers in Australia and beyond. Sam talks about the history of the company, how they navigated through 2020-21, and why he is excited about the future.Check out more from Morgans:Visit the Morgans website: www.morgans.com.auCheck out our blog: www.morgans.com.au/BlogOn Facebook: www.facebook.com/MorgansAUOn Instagram: www.instagram.com/Morgans.AustraliaOn Twitter: twitter.com/MorgansAU

    Morgans Conversations: Cathie Reid, Chair & Phil Dawson, MD of Sovereign Cloud (ASX:SOV)

    Play Episode Listen Later Aug 17, 2021 20:47


    Morgans Analyst Nick Harris talks with Sovereign Cloud Chair, Cathie Reid & MD, Phil Dawson.Check out more from Morgans:Visit the Morgans website: www.morgans.com.auCheck out our blog: www.morgans.com.au/BlogOn Facebook: www.facebook.com/MorgansAUOn Instagram: www.instagram.com/Morgans.AustraliaOn Twitter: twitter.com/MorgansAU#Cloudstorage #Cloud #Data

    Morgans Conversations: Genex Power (ASX:GNX): Simon Kidston ED and James Harding CEO

    Play Episode Listen Later Aug 11, 2021 26:21


    Morgans' power sector analyst, Max Vickerson, speaks with Simon Kidston (Executive Director) and James Harding (CEO) of Genex Power. They discuss the major construction milestones for Kidston Pumped Hydro, the Bouldercombe Battery Project, and M&A trends in the renewable energy sector.Check out more from Morgans:Visit the Morgans website: www.morgans.com.auCheck out our blog: www.morgans.com.au/BlogOn Facebook: www.facebook.com/MorgansAUOn Instagram: www.instagram.com/Morgans.AustraliaOn Twitter: twitter.com/MorgansAU

    Morgans Conversations: Anthony Noble, CEO of Fiji Kava

    Play Episode Listen Later Aug 6, 2021 18:03


    Anthony Noble is today's guest on Morgans Conversations. Anthony is the newly appointed CEO of ASX listed Fiji Kava. Fiji Kava is a medicinal Noble kava company based in Australia, providing a natural solution to calm and soothe nerves, support muscle relaxation, increase mind relaxation and induce sleep. In this episode, Anthony talks about his background and why he joined as CEO, the use cases for Kava, the outlook for the industry as well as why mental health, sleep and wellness are front of mind during and post a global health pandemic.Check out more from Morgans:Visit the Morgans website: www.morgans.com.auCheck out our blog: www.morgans.com.au/BlogOn Facebook: www.facebook.com/MorgansAUOn Instagram: www.instagram.com/Morgans.AustraliaOn Twitter: twitter.com/MorgansAU

    Morgans Conversations: Alex Waislitz, Chairman of Thorney Technologies

    Play Episode Listen Later Jul 8, 2021 29:23


    Alex Waislitz joins Chris Titley to chat about Thorney Technologies (ASX:TEK). TEK has just >$20m and Alex explains the recent performance, why they raised capital, and the outlook on particular sub-sectors within the technology sector. Alex also gives his macro views on the market in general.Check out more from Morgans:Visit the Morgans website: www.morgans.com.auCheck out our blog: www.morgans.com.au/BlogOn Facebook: www.facebook.com/MorgansAUOn Instagram: www.instagram.com/Morgans.AustraliaOn Twitter: twitter.com/MorgansAU

    Morgans Conversations: Justin Hales, Founder and CEO of Camplify

    Play Episode Listen Later Jun 30, 2021 22:49


    In today's episode of Morgans Conversations, Morgans Adviser Chris Titley chats with Camplify's founder and CEO Justin Hales. Justin talks about why he started the business, how the business has progressed, how they navigated 2020 as well what Justin is most excited about with the future of Camplify. Camplify, post this podcast, subsequently listed on the ASX on June 28 and is currently trading at $1.32 per share under the ASX Code CHL.Morgans Corporate Limited was Lead Manager & Underwriter to the Initial Public Offer of shares in Camplify Holdings Limited in June 2021 and received fees in this regard. The interviewer owns shares in the following stock(s) mentioned in this report: N/A Check out more from Morgans:Visit the Morgans website: www.morgans.com.auCheck out our blog: www.morgans.com.au/BlogOn Facebook: www.facebook.com/MorgansAUOn Instagram: www.instagram.com/Morgans.AustraliaOn Twitter: twitter.com/MorgansAU#CHL #Camping #Motorhomes #Leisure #Morgans

    Morgans Conversations: Jason Orthman, Lead Portfolio Manager of Hyperion Asset Management

    Play Episode Listen Later Jun 4, 2021 16:21


    Morgans Adviser Tim Evans interviews Jason Orthman, Lead Portfolio Manager, Deputy CIO & Deputy Chair of the Executive Committee at Hyperion Asset Management.Hyperion has over $10 billion in funds under management and an exceptional track record of performance since establishment in 1996.Jason discusses Hyperion's past successes, investment process, maintaining conviction, and current market factors. Hyperion conducts deep fundamental analysis on businesses before investing and has a long term investment horizon.Hyperion conducts fundamental analysis on businesses for three to five years before investing.Check out more from Morgans:Visit the Morgans website: www.morgans.com.auCheck out our blog: www.morgans.com.au/BlogOn Facebook: www.facebook.com/MorgansAUOn Instagram: www.instagram.com/Morgans.AustraliaOn Twitter: twitter.com/MorgansAU#fundmanager #hyperion #ETF

    Morgans Conversations: Tim Fung, CEO and Co-Founder of Airtasker

    Play Episode Listen Later Jun 1, 2021 27:26


    In this interview, we chat with Tim Fung, CEO and Co-founder of Airtasker, in the first podcast post the IPO. We caught up with Tim 6 months ago, and since then a lot has happened in regards to the business with an IPO as well as expansion in to the US via their first acquisition. Tim talks about the platform enhancements, the global nature of the business , why and how they are entering the US, as well as what he is most excited about.Morgans Corporate Limited was Lead Manager & Underwriter to the Initial Public Offer of shares in Airtasker Limited in March 2021 and received fees in this regard. Morgans Corporate Limited was Lead Manager & Underwriter to the Placement of shares in Airtasker Limited in May 2021 and received fees in this regard.The interviewer owns shares in the following stock(s) mentioned in this report: ARTCheck out more from Morgans:Visit the Morgans website: www.morgans.com.auCheck out our blog: www.morgans.com.au/BlogOn Facebook: www.facebook.com/MorgansAUOn Instagram: www.instagram.com/Morgans.AustraliaOn Twitter: twitter.com/MorgansAU#Airtasker #Outsource #Tasks

    Morgans Conversations: Sam Riley, Co-Founder and CEO of Ansarada

    Play Episode Listen Later May 26, 2021 27:57


    In today's Morgans Conversations Podcast, Adviser Chris Titley interviews Sam Riley, Co-founder and CEO of ASX listed Ansarada (ASX:AND). Ansarada, named aptly after the four founders, provides cloud-based software as a service (SaaS) information governance solutions. The company recently listed on the stock exchange post the merger with The Doc Yard. Sam goes in to conversation about the history of the business, the navigation of the COVID-19 period , the customer growth story as well as the macro environment.Morgans Corporate Limited acted as Joint Lead Manager and Underwriter for the Capital Raising of Ansarada Group Limited and received fees in this regard.Check out more from Morgans:Visit the Morgans website: www.morgans.com.auCheck out our blog: www.morgans.com.au/BlogOn Facebook: www.facebook.com/MorgansAUOn Instagram: www.instagram.com/Morgans.AustraliaOn Twitter: twitter.com/MorgansAU#SaaS #Software #Cloudservices

    Morgans Conversations: Danny Lessem, CEO of ELMO Software

    Play Episode Listen Later Apr 27, 2021 22:05


    Morgans Adviser Chris Titley chats over the phone with Danny Lessem, Co-founder and CEO of ASX listed Elmo. Danny talks through the history of the business (19 years old), the evolution of the business and the modules they deploy as well as their growth over the last five years.Check out more from Morgans:Visit the Morgans website: www.morgans.com.auCheck out our blog: www.morgans.com.au/BlogOn Facebook: www.facebook.com/MorgansAUOn Instagram: www.instagram.com/Morgans.AustraliaOn Twitter: twitter.com/MorgansAUCheck out more from Morgans:Visit the Morgans website: www.morgans.com.auCheck out our blog: www.morgans.com.au/BlogOn Facebook: www.facebook.com/MorgansAUOn Instagram: www.instagram.com/Morgans.AustraliaOn Twitter: twitter.com/MorgansAU

    Morgans Conversations: Alex Waislitz, Thorney Technologies

    Play Episode Listen Later Apr 27, 2021 26:31


    In today's Morgans Conversations, Adviser Chris Titley chats via phone with Alex Waislitz from Thorney Technologies (ASX Code: TEK). Alex gives an update from his last interview in December, and talks about the first 4 months of the 2021 Calendar year including snippets about crypto currency, SPAC's, as well the IPO market. Alex also talks about a number of their stocks within the portfolio as well as his views on the market in general.Check out more from Morgans:Visit the Morgans website: www.morgans.com.auCheck out our blog: www.morgans.com.au/BlogOn Facebook: www.facebook.com/MorgansAUOn Instagram: www.instagram.com/Morgans.AustraliaOn Twitter: twitter.com/MorgansAU

    Morgans Conversations: Mark Watkin, Global CEO of Bike Exchange

    Play Episode Listen Later Mar 30, 2021 26:27


    In this interview, Chris Titley chats with Mark Watkin, Global CEO of ASX listed Bike Exchange (ASX Code: BEX). Mark talks about the history of Bike Exchange a marketplace selling anything to do with Bikes, the category size and industry thematics as well as their geographical expansion. Mark also talks about how they are deploying capital for their next chapter of growth.Disclaimer: Morgans was lead manager to the IPO of Bike Exchange and received fees in this regard.Check out more from Morgans:Visit the Morgans website: www.morgans.com.auCheck out our blog: www.morgans.com.au/BlogOn Facebook: www.facebook.com/MorgansAUOn Instagram: www.instagram.com/Morgans.AustraliaOn Twitter: twitter.com/MorgansAU

    Morgans Conversations: Peter Lancken, Non-Executive Charirman of Acrow

    Play Episode Listen Later Mar 22, 2021 23:10


    In today's Morgans Conversations, adviser Chris Titley chats with Peter Lancken, Chair of Acrow Formwork (ASX Code: ACF). Peter delves into the story of Acrow – from his background at Kennards to now the opportunity at large. Peter discusses why he joined Acrow, how they navigated through 2020, as well as his views about the current infrastructure thematic. He also talks about the importance of culture, and the business acumen the company is deploying for future growth.Check out more from Morgans:Visit the Morgans website: www.morgans.com.auCheck out our blog: www.morgans.com.au/BlogOn Facebook: www.facebook.com/MorgansAUOn Instagram: www.instagram.com/Morgans.AustraliaOn Twitter: twitter.com/MorgansAU

    Morgans Conversations: Alex Waislitz, Chairman of Thorney Investment Group

    Play Episode Listen Later Dec 14, 2020 22:49


    Alex Waislitz from Thorney Technologies joins us again to give an update on the last two months. TEK has announced a $37m capital raising, had two companies namely Credit Clear and Cluey float on the ASX as well as a very strong uplift in NTA. Alex also gives us some Macro and market views leading into 2021.Check out more from Morgans:Visit the Morgans website: www.morgans.com.auCheck out our blog: www.morgans.com.au/BlogOn Facebook: www.facebook.com/MorgansAUOn Instagram: www.instagram.com/morgans.australiaOn Twitter: twitter.com/morgansau#Morgans #TEK #AlexWaislitz

    Morgans Conversations: Mick Simmons, MD and CEO of Uniti Wireless

    Play Episode Listen Later Dec 7, 2020 27:03


    Mick Simmons, Group MD & CEO of Uniti Wireless (ASX:UWL) joins Chris Titley for a chat about the last two-year journey of Uniti from being an unprofitable company to now, forecasting c$90m through both acquisitions and organic growth. Mick also talks about various trends and how they've navigated through 2020.Check out more from Morgans:Visit the Morgans website: www.morgans.com.auCheck out our blog: www.morgans.com.au/BlogOn Facebook: www.facebook.com/MorgansAUOn Instagram: www.instagram.com/morgans.australiaOn Twitter: twitter.com/morgansau

    Morgans Conversations: Grant Straker, CEO and Co-Founder of Straker Translations

    Play Episode Listen Later Dec 2, 2020 22:48


    Grant Straker from Straker Translations (ASX:STG) joins us on the call from NZ to talk about the history of Straker, the progress over the last decade and the recent IBM Deal. Grant delves into the growth of the business, the tools and views on AI as well as how they managed the uncertainty of 2020.

    Morgans Conversations: Lance Giles, Founder and CEO of Youfoodz

    Play Episode Listen Later Dec 1, 2020 21:18


    In the latest Morgans Conversations Series Podcast, Morgans Adviser Chris Titley catches up with Lance Giles , CEO and Founder of Youfoodz. The company is a leader in high quality, affordable, ready-made meals. Lance tells the story of how the company has evolved over the years, the challenges they faced, the market segments they play in as well as describing how the company managed the unpredictable and unprecedented year that was 2020.Morgans is Joint Lead Manager and Underwriter to the IPO of Youfoodz and received fees in this regard.Check out more from Morgans:Visit the Morgans website: www.morgans.com.auCheck out our blog: www.morgans.com.au/BlogOn Facebook: www.facebook.com/MorgansAUOn Instagram: www.instagram.com/morgans.australiaOn Twitter: twitter.com/morgans

    Morgans Conversations: Tim Fung, Co-Founder and CEO of Airtasker

    Play Episode Listen Later Nov 26, 2020 23:10


    We catch up with Tim Fung from Airtasker who we last caught up within 2016. Tim talks about the progress of the company into new international markets, the murky waters that was 2020, and how they've responded internally, as well as some of the new verticals and uses for Airtasker including home office installation and IT setup, etc (including some very random ones!). Tim also delves into their future plans with launches in different geographies.Check out more from Morgans:Visit the Morgans website: www.morgans.com.auCheck out our blog: www.morgans.com.au/BlogOn Facebook: www.facebook.com/MorgansAUOn Instagram: www.instagram.com/morgans.australiaOn Twitter: twitter.com/morgans

    Morgans Conversations: Aaron Cooper, Co-Founder of Livepreso

    Play Episode Listen Later Nov 13, 2020 24:12


    In this episode of Morgans Conversations, we catch up with Aaron Cooper from Livepreso. Livepreso assists businesses with creating a better presentation by having the ability to overlay datasets, be dynamic and interactive, and increased data analytics. They recently raised $5m to scale with investors such as Chris Ridd who was formerly the CEO of Xero locally.Check out more from Morgans:Visit the Morgans website: www.morgans.com.auCheck out our blog: www.morgans.com.au/BlogOn Facebook: www.facebook.com/MorgansAUOn Instagram: www.instagram.com/morgans.australiaOn Twitter: twitter.com/morgansau#Data #Datasets #Analytics

    Morgans Conversations: Anthony Millet, Partner of Antler Australia

    Play Episode Listen Later Nov 13, 2020 21:18


    Today's Morgans Conversation was with Anthony Millet, Partner of Antler Australia. Antler Australia is a global early-stage VC enabling and investing in exceptional entrepreneurs. They bring together entrepreneurs from all backgrounds to build the defining companies of tomorrow, based in Sydney. Anthony talks about the Antler process, the cohorts thus far, how they are building community, and how they've managed through COVID-19.

    Morgans Conversations: Gopi Karunakaran, Co-Chief Investment Officer of Ardea

    Play Episode Listen Later Nov 13, 2020 17:47


    Gopi Karunakaran, Ardea's Co-Chief Investment Officer in conversation with Morgans Equity Strategist, Andrew Tang. Gopi walks through the strategies and uses of the Ardea Real Outcome Fund and how it can play a role in providing attractive and consistent returns in portfolios.

    Morgans Conversations: Alex Waislitz, Chairman of Thorney Investment Group

    Play Episode Listen Later Oct 2, 2020 25:20


    Today, we chat with Alex Waislitz, Chairman of Thorney Investments, particularly around their listed entity Thorney Technologies (ASX:TEK). Alex deep dives into their portfolio positioning which has seen their performance rise c30% in the last quarter with strong outperformance in sectors such as Fintech, Health Tech, life sciences, and diagnostics.Alex also talks about their opportunities in the unlisted space and the mandate to invest through the life cycle of a company as well as the pipeline of investments that are potentially coming to the ASX soon. He also gives a macro update on what he is seeing with the easing of government stimulus.

    Morgans Conversations: Graham Russell, Managing Director of HSC Technology Group

    Play Episode Listen Later Oct 2, 2020 21:05


    Today's episode of Morgans Conversations is with Graham Russell , MD of ASX Listed HSC Technology Group (ASX Code: HSC). Graham goes into the history of HSC, the current product suite they have on offer focusing on the Aged Care sector as well as some of the opportunities at large. Graham also talks about how they've attempted to make their tech as simplistic as possible.

    Morgans Conversations: Nicholas Therkelsen, Co-Founder and CEO of Max Kelsen

    Play Episode Listen Later Sep 21, 2020 23:31


    Today's conversation was with Nicholas Therkelsen, Co-founder and CEO of Max Kelsen (unlisted). Max Kelsen is an Artificial Intelligence and Machine Learning consultancy that delivers a competitive advantage for government and enterprise. Nicholas goes into detail about how they are assisting organisations such as Dominos and working with large global tech like Amazon and Google. He also goes into detail around privacy, their use cases as well as how COVID-19 and the restrictions around the ability to work at a workplace have seen a rapid digital transformation.

    Morgans Conversations: Mark Englund, Founder and CEO of FiberSense

    Play Episode Listen Later Sep 14, 2020 24:56


    In this episode we chat with Mark Englund , Founder and CEO of FiberSense. FiberSense helps with real time detection and ranging of objects and events.Mark talks about the history of FiberSense , the projects they've been working on, and the use cases and verticals for their application. He also talks about the involvement and investment from Bevan Slattery - one of Australia's most prominent technology entrepreneurs.

    Morgans Conversations: Nicholas Simms, Founder and MD of Fiji Kava (ASX:FIJ)

    Play Episode Listen Later Sep 10, 2020 20:53


    Today's guest is Nicholas Simms, Non Executive Director of Fiji Kava Limited. Nicholas tells the story of Fiji Kava, and how they have turned what is a popular Fijian product to various medicinal uses at a commercial level. Nicholas also talks about the partnerships they have secured thus far, the global market for their style of product as well some of the feedback they've received.

    Morgans Conversations, Paul Weightman, MD of Cromwell Property Group

    Play Episode Listen Later Sep 3, 2020 12:22


    Cromwell Property Group is the subject of a proportional takeover offer from Singapore based ARA Group, another EGM seeking the appointment of two new directors and last week released its FY20 financial results. In this interview, Morgans Senior Advisor Ben Hatcher hosts Paul Weightman with a discussion on their FY20 results and how Cromwell directors are advising shareholders to act in relation to the proportion takeover offer and voting at the forthcoming EGM.

    Morgans Conversations: Graham "Skroo" Turner, CEO of Flight Centre

    Play Episode Listen Later Sep 3, 2020 19:08


    Today's Morgans Conversations was with Skroo Turner, CEO of Flight Centre. Flight Centre has seen an unprecedented decline in Travel across the globe during 2020 due to the COVID-19 Pandemic restrictions. Skroo talks about 2020, the swift actions they took quickly to ensure liquidity, the c$1b in refunds they processed, the reduction in costs as a business and the actions moving forward to allow Flight Centre to continue to grow in the future.

    Morgans Converstations: Ian Olson, CEO of Pointerra (ASX:3DP)

    Play Episode Listen Later Aug 9, 2020 33:14


    Morgans Adviser Chris Titley chats to Ian Olson , MD of Pointerra (ASX:3DP). Pointerra is involved with 3D datasets and operates across multiple verticals including energy, resources, sport and film/TV. Ian talks about the history of Pointerra and how it was created with the current CEO of Nearmap (ASX Code:NEA) , how they are different to NEA and others, as well as the recent placement to Bevan Slattery (NXT, MP1, SLC founder) of $2.5m.

    Morgans Conversations: Jens Monsees, CEO and MD AUNZ of WPP (ASX:WPP)

    Play Episode Listen Later Jul 24, 2020 24:11


    Morgans Adviser Chris Titley chats with Jens Monsees, MD of WPP AUNZ (ASX:WPP). WPP provides marketing, content and communications services in Australia and internationally. Jens previously held roles at BMW and Google and talks about WPP's offering here in Australia as well as the importance of digital transformation, particularly through the COVID-19 Pandemic. Jens also discusses what is unique about Australia and NZ when it comes to consumer trends, behaviours and innovation.

    Morgans Conversations: Lindsay Partridge AM, Managing Director of Brickworks

    Play Episode Listen Later Jul 15, 2020 19:43


    Morgans Adviser Chris Titley chats to Lindsay Partridge, MD of Brickworks (ASX: BKW). Lindsay talks about the history of the company, why he joined, the evolution and innovation of building products, the changing dynamic of property due to COVID-19 as well his views on the longevity of the business and their various business units.

    Morgans Conversations: Michael Chetner, Head Of Australia and Asia Pacific of Zoom

    Play Episode Listen Later Jul 1, 2020 25:09


    Morgans Adviser, Chris Titley, chats with Michael Chetner, Head of Australia and Asia Pacific of Zoom Video Communications (ZM. NAS). Zoom was built in 2011, listed on the Nasdaq last year and has risen to prominence recently as a tool for personal and business use via video communications. The platform has seen roughly 30x the normal usage - now about 300 million daily ‘Zooms” compared to 10 million a day last year. Michael chats about why Zoom has exploded in growth, how they have handled the scale and the spotlight that goes with it, the feedback they have received from users as well as their plans for future functionality.

    Morgans Conversations: Adam Brimo, Co-Founder and CEO of Openlearning

    Play Episode Listen Later Jun 24, 2020 20:03


    Morgans Adviser Chris Titley chats with Adam Brimo, co-founder and CEO of ASX Listed Openlearning Limited (ASX:OLL). Adam goes in to detail about why and how they built the business and how online education has been transformed on it's head in recent months. He talks about the liquidity of online marketplaces and how to balance the content with the users that want to consume, as well the some traction they are seeing with the University sector. Adam also discusses how they have positioned the business to be global, as well as some advice for other business leaders.

    Morgans Conversations: Alex Waislitz, Chairman of Thorney Investment Group

    Play Episode Listen Later Jun 15, 2020 22:01


    In the latest Morgans Conversations Podcast episode, Chris Titley chats to Alex Waislitz from Thorney Investments. Thorney run two listed portfolios - Thorney Tech (TEK) and Thorney Opportunities (TOP). Both of these are trading at a material discount to NTA. Alex discusses how Thorney was positioned in March and the subsequent months and sharemarket recovery, his views on the overall economy and the sharemarket, the performance of some of their stocks such as Afterpay, Zip, Mesoblast as well what he thinks of the future of work and the advancement of technological trends. Disclosure: Interviewer owns shares in TEK (Thorney Technologies)

    Morgans Conversations: Ron Weinberger, CEO of EMvision (ASX:EMV)

    Play Episode Listen Later Jun 10, 2020 30:26


    Morgans Adviser Chris Titley chats with EMVision CEO, Dr Ron Weinberger, about the progress the company is making with their medical imaging technology to assist with stroke diagnosis. Ron was previously Managing Director of Nanosonics (ASX:NAN) before taking up the recent CEO role at EMVision. The company is currently trialling their technology at the PA Hospital in Brisbane.

    Morgans Conversations: Rene Sugo, CEO of MNF Group

    Play Episode Listen Later Jun 4, 2020 24:13


    As part of the Morgans Conversations Podcast Series, Chris Titley caught up with Rene Sugo, CEO of MNF Group (ASX:MNF). Rene talks about the history of MNF dating back to 2002 when they saw a trend of VOIP and have built a business leveraging that market opportunity. Now in 2020, VOIP powers such things as Zoom, Skype and many remote teams. The company has seen enormous demand through this Covid-19 period and whilst 18 years old, they have plans for many more years of growth.

    Morgans Conversations: Dom Pym, Co-Founder of Ferocia & Up Bank

    Play Episode Listen Later Nov 28, 2019 26:47


    Morgans Adviser Chris Titley recently interviewed Dom Pym, Co-founder of Ferocia and Up Bank about the success the company has seen in the last 6 months. Up has seen exceptional user growth in a very limited time-frame and continues to partner with well established brands to re-define banking in Australia. Dom chats about what is driving that success, what their ambitions and goals are as well as why they see technology as such an important driver to their success.

    Morgans Conversations: Alex Waislitz, Chairman of Thorney Investment Group

    Play Episode Listen Later Nov 13, 2019 21:08


    Alex discusses what has happened in the last 6 months regarding TOP (Thorney Opportunities) and TEK (Thorney Technologies) as well mentioning some success stories in Credible Labs, Afterpay, Zip and others. Alex also talks about technology in general and how the investment community perceives the sector as well as his views on valuation, selling and themes he is personally interested in within the sector.

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