TCN Investor Briefing | Stocks on Location featuring TIP AGR PER & BB

Stocks on Location Caulfield Melbourne Racing Club featuring TIP, AGR, PER & BB1

October marks a milestone for The Capital Network with the third event for Stocks on Location.

Here, we have partnered with Foley Durham Executive Search & Board Advisory to create an exclusive events management business designed to connect investors, executives, and CEOs in some of Australia’s most iconic settings.

I am proud and excited that the third event of this series of premium investor events is now just around the corner.

Stocks on Location: On Track will deliver a thrilling and unique afternoon combining live horse racing, ASX investor presentations, high-level networking with guests dressed in fashions on the field. 

It will be complemented by lunch and beverages amidst the vibrant atmosphere of Melbourne's Spring Carnival.

This exclusive investor luncheon will be held at the Caulfield Melbourne Racing Club on Wednesday 15 October 2025 between 12:30pm and 5:30pm.

Whilst the event is now full, readers can subscribe to attend Stocks On Location: On Wineries on Thursday 27 November at Levantine Hill Estate winery in the glorious Yarra Valley. Speakers include Starpharma (ASX:SPL), Indiana Resources (ASX:IDA) and Power Minerals (ASX:PNN). More details to come.

Readers interested in attending Stocks on Track or our other marquee events are invited to join the Stocks on Location membership program. Click here to subscribe.

An annual membership provides access to tickets for any of our signature events, held at prestigious venues such as racetracks, private wineries, exclusive golf clubs, and major sporting arenas.

To kick things off, we are delighted to welcome four emerging ASX-listed companies and a high-performing private investment fund as presenters at next week’s Stocks on Track event.

Giddy up! 

TIP Group: Creating wealth through compounding success

­TIP Group (ASX:TIP) is an ASX-listed investment house dedicated to compounding knowledge and wealth.

The group is highly cash generative and has established a proven track record of success across three core verticals.

Firstly, it invests directly in small and medium-sized enterprises (SMEs), where it has achieved 3.0x return on invested capital.

Tip Group is also helping people become better investors through its educational and advisory initiatives, underpinned by a 24-year track record delivering 18.39% per annum gross returns.

And its funds management arm has outperformed benchmarks by around 300 basis points per annum over more than 10 years.

Percheron Therapeutics: Fighting cancer with next generation therapies

Percheron Therapeutics (ASX:PER) is a biotechnology company focused on developing new therapies for cancer and rare diseases.

It recently attained a worldwide exclusive license to develop, manufacture, and commercialise an immuno-oncology drug candidate known as HMBD-002.

HMBD-002 works by turning the body’s own immune system against the cancer - an approach which has already transformed the treatment of several cancers and yielded a number of billion-dollar pharmaceutical products.

HMBD-002 recently completed a phase I clinical trial with a full read-out expected in October 2025.

The company also aims to commence a phase II human trial in 2026.

BlinkLab: Transforming mental health diagnostics with AI innovation

BlinkLab Limited (ASX:BB1) is pioneering the future of digital healthcare by harnessing the power of AI and machine learning to transform how neurodevelopmental conditions such as autism and ADHD are diagnosed.

Originating from extensive research at Princeton University, BlinkLab offers early detection and effective intervention solutions through its smartphone-based diagnostic platform.

The company is dedicated to advancing global mental health care globally, beginning with the world’s youngest and most vulnerable patients.

Aguia Resources: Unlocking gold and phosphate potential in South America

Aguia Resources (ASX:AGR) has long been recognised as a specialist rock phosphate company operating in Brazil.

However, last year the company successfully diversified its operations and is now also developing the Santa Barbara gold project in Colombia.

Santa Barbara is a high-grade, narrow-vein system typical of Colombia’s renowned gold deposits that can extend to 1,000 metres below the surface.

The project already boasts an operating treatment plant and is processing underground feed material, which facilitates cash flow generation whilst continuing exploration drilling in preparation for a formal resource estimate.

Meanwhile, development of Aguia’s phosphate project is progressing in parallel.

With phosphate prices at elevated levels, the project offers a compelling growth profile and robust profit margins from a technically straightforward operation designed to supply Brazil’s local farming industry.

First phosphate production is targeted for 2026.

Waterhouse VC: Turning risk-managed insights into winning returns

Waterhouse VC is a private investment fund focused on technology suppliers serving the global wagering industry.

Founded in 2019 by Tom Waterhouse, the fund draws on the Waterhouse family’s deep-rooted expertise in wagering and investment.

The fund implements a unique, risk-managed strategy that helps limit downside exposure whilst preserving upside potential.

Here, it initially acquires options in targeted businesses before committing to equity positions.

Since inception, Waterhouse VC has delivered an annualised gross return of 83.3%, equating to 38.8x cumulative performance.

Refer The Capital Network

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1. Reach out to schedule a meeting, we’d be happy to share how we can help your company gain the recognition and engagement it deserves.

2. Refer us to a friend or contact at another listed company.

3. Introduce us to a listed company you’re invested in.

The more clients we partner with, the greater our ability to deliver an even richer investor relations experience for you.