Forum Topics Strawman Meeting Guests
Strawman
Added a month ago

Happy to report that we've secured a meeting with Botanix (ASX:BOT) Founder & Executive Director Matt Callahan.

Tuesday the 29th of April at 9:30m AEST

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mikebrisy
Added a month ago

@Strawman thats great timing as it will likely come after their currently expected 1Q update.

Definitely looking forward to this one!

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Arizona
Added a month ago

YES!!!


Thanks @Strawman

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Schwerms
Added a month ago

You bloody legend

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Strawman
Added 2 months ago

Apologies for not getting to the questions with Alan Kohler -- he only had 45 minutes, and time got away from me!

Looking back at the questions, I think we covered most of them during the conversation, but it would have been great to put some directly to him. I’ll see if I can arrange a follow-up discussion down the track.

On a side note, Alan calling CBA a bubble was a nice boost to my confirmation bias! :)

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Lewis
Added 2 months ago

Great interview.

I'll 2nd your shout-out of Chris Kohler's Instagram. He's filling the giant hold Clarke and Dawe left. A great follow for those who have so far missed it.

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Scot1963
Added 2 months ago

Was a good interview Andrew and interesting to hear his replies. It all makes sense - the most complex issues can be explained simply if you have the skill. I think your challenge is there is such a wide spectrum of topics you could engage Alan with that 45 mins really can only be focused on one topic, and not much more.

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Schwerms
Added 2 months ago

@Strawman

Hi Andrew any chance you could try and get someone from AML3D (AL3) on for an interview please? They doubled down on their US manufacturing capacity recently and it would be good to try and get some insight into the expansion potential over there with their Arcemy system.

Would be great to hear from Botanix as well re the sofdra launch after they release their half year results and guidance if that's possible I know it wasn't that long ago Matt was on here.

Thankyou

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Strawman
Added 2 months ago

Just emailed the MD Sean Ebert now @Schwerms -- would be good to learn more about the business.

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Alpha18
Added 3 months ago

@Strawman Could we try and get someone from Infratil on? Could be tricky, but I’d love to hear their views on what they think of the Deepseek development in relation to their data centre expansion

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Strawman
Added 3 months ago

I can certainly try! Leave it with me @Alpha18

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