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Proactive - Interviews for investors

Cuscal FY25 update: profit grows on stable volumes

Cuscal Limited Managing Director Craig Kennedy talked with Proactive at AIM's Small and MIdcap conference about the company’s role in Australia's financial infrastructure and its recent financial performance for the first half of FY25. Kennedy explained that Cuscal is one of only five organisations in Australia with the full suite of licensing, infrastructure, and capabilities required to offer end-to-end payment services—alongside the four major banks. The company serves a range of clients including other banks, corporates, and fintechs, as well as working with NAB’s UBank division. Kennedy emphasised Cuscal’s position as a “neutral, independent” access point to payment infrastructure. On financial performance, Kennedy said Cuscal expects to “modestly exceed the forecast in the prospectus” issued at the time of its IPO in November. He noted that the business enjoys stable, predictable revenue and has completed significant investment in areas like real-time payments and operational upgrades. As a result, the company is beginning to see operational leverage. Kennedy stated: “Mid to high single digit volume growth will translate to low double digit profit growth.” He said H1 FY25 results showed 7% volume growth and between 12% to 13% profit growth. Reflecting on sector innovation, Kennedy described Cuscal as an "airport" enabling new players—like fintechs—to create and deliver new customer experiences on top of a stable infrastructure. He also said investors view the company as a “safe harbour,” appreciating its unique market position and stable growth outlook. #Cuscal #ASXStocks #FintechAustralia #PaymentsInfrastructure #CraigKennedy #InvestorUpdates #RealTimePayments #ASXConference #FinancialServices #BankingInnovation

Proactive - Interviews for investors

COSOL Sees U.S. market as key growth driver

COSOL Limited Managing Director Scott McGowan talked with Proactive at AIM's Small and Midcap Conference about the company’s role in driving operational efficiency across asset-intensive industries. COSOL Limited works with organisations in mining, oil and gas, utilities, and public infrastructure to enhance the performance of their physical assets. McGowan explained the company’s core service as unlocking value by helping clients reduce costs through better asset management. “We look at ways that we can save them real dollars to be able to manage that asset more effectively,” he said. The company’s client list includes major names such as Glencore, Rio Tinto, BHP, and several government departments. COSOL provides the systems and processes behind the scenes to manage these organisations’ equipment and facilities, potentially impacting hundreds of millions in operational costs. Even a 2–3% improvement, McGowan said, “makes a significant difference to their bottom line.” COSOL has grown revenue from AUD 30 million to over AUD 110 million since listing. It is now targeting organic growth in the mid-teens and exploring earnings-accretive acquisitions. McGowan also highlighted COSOL’s presence in the U.S., describing it as the company’s largest potential market, where current operations may be expanded through acquisition. #COSOL #ASXStocks #ScottMcGowan #AssetManagement #MiningTech #Utilities #PublicInfrastructure #OperationalEfficiency #DataSolutions #IndustrialSoftware #GrowthStocks #USExpansion #InvestingInTech -

Proactive - Interviews for investors

Airtasker CEO on growth, AI & global expansion

Airtasker Ltd CEO Tim Fung talked with Proactive at AIM's Small and Midcap Conference about the company’s strategic focus across innovation, growth, and international expansion.** Fung outlined how Airtasker differentiates itself in the local services marketplace by operating as a community platform, where both customers and taskers set job scopes and pricing, rather than the company enforcing set rates. He emphasised Airtasker’s approach to worker empowerment, noting, *“The top people on our platform are running 150, 200 thousand dollars a year doing these kinds of jobs.”* Fung also acknowledged the challenges of the current consumer environment, pointing to Airtasker’s 14.8% revenue growth in the half as a result of lean operations and renewed brand investment. A key part of Airtasker’s strategy involves innovation across customer acquisition, user experience, and operational efficiency—highlighting its collaboration with OpenAI and use of AI tools like Copilot and Zendesk AI. Fung also discussed partnerships, including one with Visa Cash App Racing Bulls, as examples of how Airtasker showcases the diverse range of skilled work enabled by the platform. He concluded by outlining the investor case: a cash-generative, proven business model in Australia being used to fund international growth in the US and UK, offering upside potential with limited downside. #Airtasker #TimFung #ASX #GigEconomy #AIIntegration #MarketplacePlatform #SmallCapStocks #TechInnovation #FY25Strategy #ProactiveInvestors #OpenAI #GlobalExpansion #InvestorUpdates #StartupGrowth

Proactive - Interviews for investors

Structural Monitoring Systems: 20% growth & cash flow milestone

Structural Monitoring Systems Executive Chairman and CEO Ross Love talked with Proactive about the company’s aviation-focused growth strategy, recent product developments, and financial performance. Love explained that the company operates across three segments: avionics for special mission fleets, contract manufacturing, and the development of CVM (Comparative Vacuum Monitoring) technology for detecting microscopic cracks in metal structures. He noted, “The investment case is this is a business that will grow at around about 20% a year plus or minus.” One of the highlights discussed was the launch of a compact version of their digital audio system, which is tailored for emergency services and aerial firefighting fleets. These products are increasingly in demand, with installations underway across North America, including for California’s CAL FIRE — the largest aerial firefighting fleet. Love also detailed their expansion into South America, which is facilitated by similar infrastructure to the North American market. He said, “We supply most of the critical flights across North America… we’re making inroads into Europe and into South America.” On the financial front, Love highlighted that the company has doubled in size over the last two and a half years and is now operating with positive cash flow for the first time, following a successful capital raise of over $8 million. The company expects its first commercial revenues from CVM technology in the first quarter of the next financial year. #StructuralMonitoringSystems #AviationTechnology #CVMTechnology #AerialFirefighting #EmergencyServices #AerospaceInnovation #PositiveCashFlow #ASXSMN #AviationGrowth #DigitalAudioSystem #SouthAmericaExpansion

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