The next Sip & Learn webinar on Thursday 19 June at 12:30 AEST will feature four companies across cybersecurity, health and wellness and mineral exploration: Southern Palladium (ASX:SPD), Copper Search (ASX:CUS), EZZ Life Science Holdings (ASX:EZZ) and archTIS (ASX:AR9).
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Southern Palladium (ASX:SPD, JSE:SDL)
Southern Palladium offers investors exposure to a Tier-1 platinum group metals (PGM) development project located in South Africa’s Bushveld Complex—the world’s richest PGM region. The company holds a 70% interest in the Bengwenyama project, which contains one of the largest remaining undeveloped PGM resources globally, with over 40Moz in total mineral resources and a maiden Ore Reserve of 6.29Moz (6E).
A 2024 pre-feasibility study (PFS) returned robust economics, including a post-tax NPV of US$1.06bn, IRR of 28%, and a projected payback of 3.5 years, supported by low forecast operating costs (AISC US$800/oz 6E) and strong margins (50% EBITDA). Revenue contributions are well balanced across platinum, palladium, and rhodium, with valuable by-products including chrome and iridium. Development is underpinned by shallow mineralisation, ready access to infrastructure, and regulatory progress—highlighted by recent Environmental Authorisation and an expected Mining Right approval in 2025.
The company is now advancing into Definitive Feasibility Study (DFS) work and preparing for staged mine development, with funding recently bolstered by an A$8m institutional placement. With structural supply deficits forecast across key PGMs and growing demand from hybrid vehicle production, Southern Palladium presents a value-focused opportunity in a tightening global market.
Copper Search (ASX:CUS)
Deep-value explorer chasing big mineral systems in NSW and SA Copper Search’s multi-commodity pipeline includes:
- Heavy Mineral Sands (HMS) at the Peake Project in SA
- Copper-gold porphyry targets at Byrock and Theseus in NSW
Helmed by ex-Everest climber and serial explorer Duncan Chessell, the team includes geologists who discovered over $100bn in past resources, including Prominent Hill (BHP) and Jacinth-Ambrosia (Iluka).
The model is simple:
- Low-cost, high-impact exploration
- Multiple parallel targets to drive near-term news flow
- Leveraging AI-driven geophysics and historical datasets
Copper Search gives investors early exposure to emerging mineral provinces—notably in HMS, copper, gold, uranium and rare earths. If even one of its targets hits, the upside could be transformational.
EZZ Life Science Holdings (ASX:EZZ)
High-margin health and wellness brand expanding into the US EZZ is a rapidly growing life sciences company producing nutraceuticals and skincare, with a strong consumer following in Greater China and plans for US expansion in 2H FY25. EZZ-branded products—such as growth support capsules, probiotics, and anti-ageing formulations—account for over 94% of sales. The company also distributes EAORON skincare products exclusively in Australia and New Zealand.
With over 750 e-commerce partners and 600+ pharmacies, EZZ combines scale with digital savvy. Its strategic focus now shifts to:
- Cracking the US wellness market with localised branding
- Launching new gut health and women’s health products
- Expanding beyond China via distributors in new regions
archTIS (ASX:AR9)
Cyber security specialist trusted by defence and legal sectors Canberra-based archTIS is a pure-play on the rising demand for data-centric security—software that ensures sensitive information stays protected, even within collaborative environments.
Its key platforms include:
- Kojensi – secure collaboration for governments and defence
- NC Protect – document-level access control and watermarking for Microsoft environments
- Direktiv – acquired automation technology enabling zero-touch IT deployments
The company is scaling fast, with strong annual recurring revenue and gross margins, and new wins across Japan, Korea, the US, and Australia’s Department of Defence. With growing traction inside Five Eyes-aligned nations and early-stage proof-of-concepts across Microsoft and the US DoD, archTIS is positioning itself as the go-to provider for secure cross-domain collaboration.
