Talk Money To Me

In this Order Pad episode of Talk Money To Me, Felicity revisits one of her highest-conviction ideas Silex Systems (ASX: SLX) and explains why this is no longer just a uranium story, but a strategic enrichment and energy security opportunity that the market may still be underpricing.This episode breaks down:Why uranium is only part of the story and why enrichment is the real bottleneckHow Silex’s laser enrichment technology is progressing towards commercialisationThe significance of TRL-6 milestone achievement and what it unlocksThe Paducah opportunity and why “tails re-enrichment” could be a game-changerThe growing role of US policy and funding in nuclear fuel securityWhy a cooling uranium price (~US$84–85/lb) actually strengthens the investment caseValuation insights, broker targets, and what needs to happen nextThe key risks, timelines, and milestone-driven upside potentialThis is not a broad market update it’s a deep dive into one high-conviction idea, how it fits within a portfolio, and why sometimes the best investments are the ones worth revisiting as the thesis strengthens.As Felicity outlines, Silex sits at the intersection of:Nuclear energy’s long-term structural growthWestern energy security and fuel independenceA critical, underappreciated choke point in the fuel cycle🎯 A must-listen for investors looking to understand where the real scarcity and opportunity sits in the nuclear value chain.⚖️ DisclaimerThis podcast is prepared by Felicity Thomas a Financial Adviser at Shaw and Partners Limited (AFSL 236048). The information discussed is general in nature only and does not take into account your personal objectives, financial situation or needs. You should consider whether the information is appropriate for you and seek professional advice before making any investment decisions. Past performance is not a reliable indicator of future performance. Markets can and do move both up and down, and all investments carry risk.All views are based on information available as at the time of recording (7 April 2026) and may change without notice.SLX.ASX is trading around $5.20 - $5.30 at the time of this recording. 📩 Contact UsIf you’d like to discuss how this investment idea or broader portfolio positioning may apply to your personal situation, please reach out:Shaw and Partners📧 [email protected] connect with us via Talk Money To Me for more insights. Hosted on Acast. See acast.com/privacy for more information.

Markets have just experienced one of the most volatile periods in recent years driven by geopolitical tensions, surging oil prices, and renewed concerns around inflation.In this episode of Talk Money To Me, Felicity and Candice break down what’s really happening in global markets following the Iran conflict, why oil remains the key driver of inflation and interest rate expectations, and what the latest insights from global CIO Moz Afzal mean for investors right now.We unpack:What changed overnight in markets and why equities reboundedThe real impact of rising oil prices on inflation and rate cutsWhy geopolitics (and not fundamentals) is driving volatilityThe significance of US$7.7 trillion sitting in cashWhere professional investors are positioning portfolios todayThe key investable ideas we are focusing on right nowIncluding:✔️ Energy & commodities as inflation hedges✔️ Short-duration bonds and income opportunities✔️ AI infrastructure and long-term growth themes✔️ Credit vs private debt — is the illiquidity premium worth it?Despite recent market swings, earnings remain strong and the opportunity set continues to build making this a critical time to stay disciplined and positioned for long-term growth.📩 Get in touchIf you’d like help navigating markets like this or reviewing your portfolio strategy:📧 [email protected]⚠️ DisclaimerThis podcast is prepared by Felicity Thomas and Candice who are advisers at Shaw and Partners Financial Services Pty Ltd AFSL 236048 and is for general information purposes only. It does not constitute personal financial advice and does not take into account your personal objectives, financial situation or needs. You should consider whether the information is appropriate for you and seek professional advice before making any investment decisions. Past performance is not a reliable indicator of future performance.Recording 1st April 2026 Hosted on Acast. See acast.com/privacy for more information.

In this Order Pad episode, Candice Bourke takes a deep dive into what is happening globally with rising oil prices 🛢️, the Iran conflict, and how these macro events are accelerating one of the biggest investment shifts of our time the move toward renewable energy 🌱.Candice breaks down how oil shocks impact inflation 📈, interest rates, and household finances, and explains why countries like China have been preparing for this environment by stockpiling oil while simultaneously investing heavily in electric vehicles 🚗, batteries 🔋, and solar infrastructure ☀️.Candice also explores the investable opportunity in solar, highlighting First Solar (FSLR) as a current BUY idea with an attractive entry point.Candice’s bullish conviction for FSLR includes:Strong revenue growth and profitability 📊High margins and a solid balance sheet with significant cash reserves 💰A large forward order book providing visibility on future earnings 📅Expansion of global manufacturing capacity 🏭Long-term tailwinds from energy security and global solar demand 🌞The stock has a potential upside of approximately 25% to 50%, depending on execution and market conditions. Time will tell ⏳.This episode connects global macro trends to real investment ideas, helping listeners understand not just what is happening in the world but how to position themselves financially 📌.Disclaimer ⚠️This podcast is provided by Shaw and Partners Limited ABN 24 003 221 583, AFSL 236048. Candice Bourke and Felicity Thomas are Authorised Representatives of Shaw and Partners Limited. The information contained in this podcast is general in nature only and does not take into account your personal objectives, financial situation or needs. It does not constitute personal financial advice, a recommendation, or an offer to buy or sell any financial product. Before acting on any information, you should consider the appropriateness of the information having regard to your objectives, financial situation and needs, and seek advice from a licensed financial adviser if required. All investments carry risk, including the risk of loss of capital. Past performance is not a reliable indicator of future performance.Contact Us 📩If you would like to discuss your portfolio or explore any of the ideas raised in this episode, please reach out to us:📧 [email protected] Hosted on Acast. See acast.com/privacy for more information.

Australian Property Market SpecialWhat do rising interest rates actually mean for your borrowing power, property strategy, and investment decisions in 2026?In this episode, Candice Bourke and Felicity Thomas sit down with leading mortgage broker Mitchell Lobb from Distinctive Finance to break down what’s really happening in the Australian property market and where the smartest opportunities may lie.Whether you're a first home buyer, seasoned investor, or business owner, this episode unpacks the real-world lending strategies most people don’t understand but absolutely should.🔍 In this episode, we cover:What interest rate rises mean in practice for borrowers todayWhy waiting for rate cuts could cost you more than you thinkHow banks calculate borrowing power (and why it varies so much)Strategies for self-employed borrowers & business ownersWhen refinancing becomes a strategic move not just rate chasingDebt recycling explained simply (and why it’s back in focus)Structuring loans, offsets & equity across multiple propertiesThe 2026 property market outlook where prices may be headingTop 3 things to do now if you want to buy property in the next 12–24 months💡 Key takeaway:In uncertain markets, structure and strategy matter more than ever and those who understand lending dynamics can unlock opportunities others miss.👤 About our guest - Mitchell LobbMitchell brings over 20 years of experience across NAB, ANZ, St.George and Westpac, including time as a Private Banker in Asia. He now works closely with clients to structure lending strategies that align with long-term wealth creation.📩 Want help with your investment or property strategy?Contact us: [email protected] and we can faciliate a meeting with Mitch.⚠️ DisclaimerCandice Bourke and Felicity Thomas are Authorised Representatives of Shaw and Partners Limited. This podcast is general information only and does not constitute personal financial advice. You should consider your personal circumstances and seek professional advice before making any financial decisions. Information is current as at 4 March 2026. Hosted on Acast. See acast.com/privacy for more information.

In this TMTM Order Pad episode of Talk Money To Me, Felicity Thomas takes a deep dive into AML3D Ltd (ASX: AL3) an Australian advanced manufacturing company using industrial metal 3D printing to produce large-scale components for industries like shipbuilding, utilities, infrastructure, energy and defence supply chains.With a market capitalisation of under $100 million and the share price down more than 50% from recent highs, Felicity asks the key question investors care about:Has the market mispriced the opportunity?AML3D’s proprietary ARCEMY® additive manufacturing systems are designed to produce large industrial metal components using advanced robotics, welding technology and metallurgical science. These systems allow manufacturers to produce complex parts faster, locally and often at lower cost, helping reduce reliance on long and fragile global supply chains.The company is positioning itself in a specialised niche within the global additive manufacturing industry, particularly producing large structural components used in shipbuilding and heavy industry — including work linked to the **United States Navy maritime industrial base.In this 15-minute deep dive, Felicity breaks down:• What AML3D actually does and how ARCEMY works • The global additive manufacturing landscape • Key international players including Lincoln Electric, Gefertec GmbH, and Desktop Metal • How AML3D compares with Australian peers like Titomic Ltd and SPEE3D • The company’s US expansion strategy and Ohio manufacturing facility • Its $78 million potential pipeline of opportunities • Revenue forecasts and the balance sheet position • Why analysts believe the stock could have significant upside from current levelsAML3D sits at the intersection of several powerful structural themes:• reshoring of global manufacturing • advanced industrial technology • additive manufacturing (metal 3D printing) • shipbuilding and infrastructure investment • modernisation of global supply chainsAs always on Order Pad, the goal is simple to explore whether the market could be missing something important in the underlying business story.⚠️ DisclaimerThis podcast is general information only and does not constitute personal financial advice. The views expressed are those of the host and have been prepared without taking into account your individual objectives, financial situation or needs.Felicity Thomas is an Authorised Representative of Shaw and Partners Limited, holder of Australian Financial Services Licence (AFSL) 236048.Before acting on any information discussed in this episode, you should consider whether it is appropriate for your circumstances and seek independent professional advice.Investing in small capitalisation companies involves higher risk, including potential loss of capital. Past performance is not a reliable indicator of future performance.If you want the latest research report email [email protected] Hosted on Acast. See acast.com/privacy for more information.