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.

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.