The Bellcast

From the helm: Blackpearl Group Limited (ASX:BPG), Nick Lissette, CEO

In this episode of From the helm, Sophia Mavridis chats with Blackpearl Group’s Chief Executive Officer, Nick Lissette to discuss the rapid evolution of AI-powered sales and marketing tools, and how enterprise adoption is set to accelerate as major platforms like Microsoft, HubSpot, Salesforce and Google embed foundational models deeper into their ecosystems. Nick shares insights into Blackpearl’s product suite, data advantage, acquisition strategy, and the company’s roadmap toward scaling globally through its enterprise “Data as a Service” model. In this interview, Nick covers: • (0:55): enterprise adoption of AI sales and marketing tools over the next 3–5 years • (1:24): how BPG differentiates itself in a crowded AI-augmented sales market • (3:07): expected ARR contribution from each product over the next 12–24 months • (7:27): BPG’s acquisition strategy, including the recent B2B Rocket purchase • (9:32): scalability of the enterprise “Data as a Service” model with NZ$300k–$700k ARPU • (11:03): upcoming product releases and new categories on the roadmap • (12:29): variables influencing the path to NZ$50m ARR within 3–5 years • (13:45): the level of ARR contribution expected from future acquisitions. Note: This interview was filmed on 11 December 2025.

From the Helm: Rural Funds Group (ASX:RFF), Tim Sheridan, COO & James Powell, GM

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, market outlook, and how the company is leveraging technology and sustainability initiatives to maintain a competitive edge in Australian agriculture. In this interview, they cover: • (0:52) an overview of Rural Funds Group and its diversified agricultural portfolio • (4:27) competition for farmland from domestic and offshore institutional investors, and how RFF maintains its advantage • (5:13) the role of precision irrigation, varietal selection, and data-informed farming in differentiating RFF • (8:36) the rebound in macadamia and cattle prices and its impact on short- and long-term investment priorities • (9:29) emerging agricultural sectors, including avocados, citrus, and renewables-integrated farming • (11:30) rental income sensitivity to macadamia nut-in-shell price movements and exposure passed through to lessees • (13:56) key news flow and updates investors should watch for over the next 12 months. Note: This interview was filmed on Tuesday 28 October 2025.

From the helm: SenSen Networks Limited (ASX: SNS), Dr Subhash Challa, CEO

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 platform across government and enterprise sectors worldwide. In this interview, Dr Challa covers: * (0:32) an overview of SenSen Networks and the markets it operates in * (4:27) revenue growth of over 20% year on year and key drivers heading into FY26–FY27  * (6:20) addressable market opportunities within the global AI and vision analytics sector * (10:09) how SenDISA differentiates SenSen from competitors and establishes barriers to entry * (12:20) the company’s recurring revenue mix and targets for long-term scalability * (13:33) turning profitable and generating cashflow — capital allocation and reinvestment strategy * (15:09) technology protection and partnerships driving sustained competitive advantage * (17:59) key news flow investors should watch for over the next 12 months. Note: This interview was filmed on 23 October 2025.

From the helm: Cobram Estate Olives (ASX:CBO), Sam Beaton, Co-CEO

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 premium brand positioning in competitive markets. In this interview, Sam covers: • (0:41) an overview of Cobram and its core operations in olive farming and extra virgin olive oil production • (3:03) branded product sales growth in Australia and the US • (5:10) timeline and yield expectations for newly acquired California groves • (5:45) main operational risks including climate, water, and labour • (6:55) managing the 15% US price increase and consumer retention • (8:36) key investor news flow to watch over the next 12 months Note: This interview was filmed on 24 September 2025.

From the helm: Bhagwan Marine Limited (ASX:BWN), Andrew Wackett, Director of Finance

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, Andrew covers: * (0:49) an overview of Bhagwan Marine and its primary revenue streams * (1:18) the key drivers behind BWN’s record FY25 results * (3:06) managing rising day rates and tight vessel supply to drive margin expansion * (4:15) strategies to optimise vessel utilisation and maintain strong margins * (6:11) long-term goals for Bhagwan Marine over the next 5–10 years * (6:41) plans for expansion into new sectors like renewable energy and offshore wind * (7:20) key news flow investors should watch for over the next 12 months. Note: This interview was filmed on 24 September 2025.