Shared Lunch

In the second part of our Air New Zealand conversation, we put your questions to CEO Greg Foran. Things like: why pay a dividend if things are so tough? Will airfares come down? How is the cost of living crisis affecting how we fly? For more or to watch on youtube—check out http://linktr.ee/sharedlunch Investing involves risk. This episode is brought to you by Sharesies Australia Limited (ABN 94 648 811 830; AFSL 529893) in Australia and Sharesies Limited (NZ) in New Zealand. Information provided is general only and current at the time and does not take into account your circumstances, objectives or needs. We do not provide recommendations and you should always read the disclosure documents available to the product's issuer before making a financial decision. Our disclosure documents, including a Target Market Determination for Sharesies, can be found on our website. If you require financial advice, you should consider speaking with a qualified financial advisor. The views expressed by individuals are their own and Sharesies does not endorse any of the guests or the views they hold. See omnystudio.com/listener for privacy information.

We chew on the headwinds the national carrier is battling and what it's doing to fly a smoother path with CEO Greg Foran.  Our conversation follows a 65% drop in net profit and earnings down by more than half for the 2024 financial year, plus no guidance due to uncertainty ahead.  But Greg Foran is candid about how resourceful a little airline at the bottom of the world needs to be to ride out fleet and maintenance issues, and an economic downturn.  We ask him about his tenure since early 2020 and what he’d do differently? And when will the airline be flying into London after an absence of 5 years?  For more or to watch on youtube—check out http://linktr.ee/sharedlunch Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own. Shared Lunch is not financial advice. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You might lose the money you start with. Content is current at the time. See omnystudio.com/listener for privacy information.

We put some investor questions to Contact Energy Mike Fuge as the gentailer makes its case for a $2.3 billion takeover of renewable wholesale power company Manawa Energy.  Mike provides a picture of what a combined portfolio of energy assets would look after adding Manawa’s 25 hydro power stations, plus how this acts as a natural hedge.   But is Contact paying too much given recent challenges at Manawa (including a recent earnings downgrade) and what does it mean if Manawa majority shareholder Infratil sells and takes a 10.5 % stake in Contact?  When does the transaction pay its way? And what does the Commerce Commission need to weigh up to approve the deal that would make Contact the number 2 gentailer behind Meridian? Tune in to find out!   For more or to watch on youtube—check out http://linktr.ee/sharedlunch Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own. Shared Lunch is not financial advice. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You might lose the money you start with. Content is current at the time. See omnystudio.com/listener for privacy information.

We chat with George Adams, the chairman of distressed milk company Synlait ahead of shareholders voting on a capital rescue package.   Adams is intent on saving this second tier player in the export dairy industry,  and tells us why there are opportunities it can pursue that are different to those chased by Fonterra. He’s pragmatic about the challenge of raising three and a half times Synlait's market capitalization, and the fact minority shareholders will have their holdings diluted by more than half, in favour of larger shareholders including a2 Milk.  And who knew adult milk products (not infant) and cream (the shelf-stable variety) are the way of the future?    For more or to watch on youtube—check out http://linktr.ee/sharedlunch Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own. Shared Lunch is not financial advice. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You might lose the money you start with. Content is current at the time. See omnystudio.com/listener for privacy information.

In this bonus episode of Shared Lunch we break down the latest Aussie earnings season and chat about the potential of smaller mid-cap companies with Sydney-based, Head of Australasian Equities and Portfolio Manager at Pie Funds, Michelle Lopez.  Michelle shares her expertise on evaluating mid-cap sized companies, discusses the potential impact of the upcoming U.S. election on markets, and offers a glimpse into emerging opportunities in both the Australian and New Zealand markets.  For more or to watch Shared Lunch on youtube—check out http://linktr.ee/sharedlunch Investing involves risk. This episode is brought to you by Sharesies Australia Limited (ABN 94 648 811 830; AFSL 529893) in Australia and Sharesies Limited (NZ) in New Zealand. Information provided is general only and current at the time and does not take into account your circumstances, objectives or needs. We do not provide recommendations and you should always read the disclosure documents available to the product's issuer before making a financial decision [and do your own due diligence]. Our disclosure documents, including a Target Market Determination for Sharesies, can be found on our website. If you require financial advice, you should consider speaking with a qualified financial advisor. The views expressed by individuals are their own and Sharesies does not endorse any of the guests or the views they hold. See omnystudio.com/listener for privacy information.

With recent reports that New Zealanders have the lowest level of home ownership since 1945, is the New Zealand dream over? From liberalising planning laws to creating more livable cities, to tackling the intergenerational equity issue, we chat to Housing Minister Chris Bishop to hear about the government’s plan to create a more affordable housing market. Tune in to find out how the government plans to help bridge the gap between home ownership and what needs to change to get there. For more or to follow the podcast—check out http://linktr.ee/sharedlunch Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own. Shared Lunch is not financial advice. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You might lose the money you start with. Content is current at the time. See omnystudio.com/listener for privacy information.

In this quick bite Don Braid, Managing Director of Mainfreight shares how sustainability has been ingrained into the company's operations since its early days, from recycling initiatives, to implementing off-grid solar power and water systems in their facilities worldwide. Plus, hear more around what Mainfreight's plans are with their electric trucks, if Telsa's will become a part of their fleet, and what are the issues for Electric Vehicles (EVs) when it comes to long-haul transportation? This quick bite is from our previous episode 'Mainfreight–Where next for the blue trucks?' For more or to watch on youtube—check out http://linktr.ee/sharedlunch Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own. Shared Lunch is not financial advice. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You might lose the money you start with. Content is current at the timeSee omnystudio.com/listener for privacy information.

Having Aussies run the Australian arm of freight and logistics giant Mainfreight has helped it become the biggest earner—surpassing the Kiwi business this financial year.  In a candid chat with Mainfreight Managing Director Don Braid we also find out how it’s cracked getting established in India.     Back home a key concern is no decision about the upgrade of the Picton Ferries, and a lack of consultation with those at the coalface of rail networks. Learn how Mainfreight’s approach to mandatory climate reporting is being adopted by other overseas companies, but it hasn’t been able to get long-haul electric vehicles (yes Tesla)! Plus who makes up those famous inspirational quotes you see on the blue trucks, at airports and the like?  For more or to watch on youtube—check out http://linktr.ee/sharedlunch Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own. Shared Lunch is not financial advice. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You might lose the money you start with. Content is current at the time. See omnystudio.com/listener for privacy information.

In the second part of our conversation with Sir Peter Beck, we put a bunch of Sharesies investor questions to the Rocket Lab founder. Things like: Why space? What are the macro events that impact the space industry? And what's his favourite space movie?  Plus Sharesies co-founder and CEO Leighton Roberts gets a brief tour of Rocket Lab’s Auckland site.   For more or to watch on youtube—check out http://linktr.ee/sharedlunch Investing involves risk. This episode is brought to you by Sharesies Australia Limited (ABN 94 648 811 830; AFSL 529893) in Australia and Sharesies Limited (NZ) in New Zealand. Information provided is general only and current at the time and does not take into account your circumstances, objectives or needs. We do not provide recommendations and you should always read the disclosure documents available to the product's issuer before making a financial decision. Our disclosure documents, including a Target Market Determination for Sharesies, can be found on our website. If you require financial advice, you should consider speaking with a qualified financial advisor. The views expressed by individuals are their own and Sharesies does not endorse any of the guests or the views they hold. See omnystudio.com/listener for privacy information.

As Rocket Lab makes history shipping twin spacecraft for NASA’s Mars mission, we catch up with company founder and CEO Sir Peter Beck.  Our conversation at Rocket Lab’s Auckland site, follows a June-quarter revenue jump of 70%, and is in anticipation of its Neutron rocket launch in 2025, which the company says will end the SpaceX monopoly for medium launch vehicles.      Find out why Rocket Lab is actually an infrastructure company, how it builds for interplanetary research (think the Red Planet) faster and cheaper, and the state of the space industry. Plus what does Sir Peter like to invest in?   We’re giving away four official Rocket Lab drink bottles. Only for use on earth. To enter, check out this episode on YouTube and leave us a comment. T&Cs apply .   For more or to watch on youtube—check out http://linktr.ee/sharedlunch Investing involves risk. This episode is brought to you by Sharesies Australia Limited (ABN 94 648 811 830; AFSL 529893) in Australia and Sharesies Limited (NZ) in New Zealand. Information provided is general only and current at the time and does not take into account your circumstances, objectives or needs. We do not provide recommendations and you should always read the disclosure documents available to the product's issuer before making a financial decision. Our disclosure documents, including a Target Market Determination for Sharesies, can be found on our website. If you require financial advice, you should consider speaking with a qualified financial advisor. The views expressed by individuals are their own and Sharesies does not endorse any of the guests or the views they hold. See omnystudio.com/listener for privacy information.