Red Leaf Securities

Red Leaf with X2M Connect Ltd CEO Mohan Jesudason

August 4, 2026·11 min
Episode Description from the Publisher

Welcome to the Red Leaf Securities Podcast. I'm John Athanasiou, CEO of Red Leaf Securities.Today we're joined by Mohan Jesudason, Managing Director of X2M Connect Limited (ASX: X2M), a company that has undergone a significant transformation from a smart city technology provider to an emerging AI infrastructure business.With artificial intelligence driving unprecedented demand for high-quality data, data centres and digital infrastructure, X2M is positioning itself at the intersection of these powerful long-term trends. We'll discuss the company's strategic pivot, its expansion into Australian data centres, the strength of its South Korean operations, its recent capital raising, and the key milestones investors should be watching over the next 12 months.We'll also explore why Mohan believes the real value in AI isn't just in the chips or the data centres, but in the quality of the data itself—and why that could make X2M one of the more overlooked AI infrastructure opportunities on the ASX.Mohan, welcome to the Red Leaf Securities Podcast.Disclaimer: This podcast has been prepared for educational and informational purposes only and does not constitute personal financial advice, investment advice, or a recommendation to buy or sell any financial product. The views expressed are those of the participants at the time of recording and may change without notice. Investors should consider their own objectives, financial situation and needs, and obtain independent professional advice before making any investment decision.Become a supporter of this podcast: https://www.spreaker.com/podcast/red-leaf-securities--6387900/support.

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