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.

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.

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.