We welcome back Michelle Lopez, Head of Australasian Equities and Portfolio Manager at Pie Funds—our go-to expert on small caps and big potential. Michelle shares how she sees caution among her peers despite market highs, and why she sees this market rally as “narrow”. Michelle covers the state of travel, retail, property, and the rise of DIY—and the sectors set to benefit as we move deeper into a national rate cutting cycle. How are Michelle’s team watching for clues to indicate that the data center boom is slowing? Hear about the three big factors propelling performance for Australian small caps, a massive year for gold, and possible risks in rare earths. Plus, getting indirect exposure to AI through Aussie infrastructure and software companies. For more or to watch on YouTube—check out http://linktr.ee/sharedlunch Shared Lunch is brought to you by Sharesies Australia Limited (ABN 94 648 811 830; AFSL 529893) in Australia and Sharesies Limited (NZ) in New Zealand. It is not financial advice. Information provided is general only and current at the time it’s provided, and does not take into account your objectives, financial situation and needs. We do not provide recommendations and you should always read the disclosure documents available from the product issuer before making a financial decision. Our disclosure documents and terms and conditions—including a Target Market Determination and IDPS Guide for Sharesies Australian customers—can be found on our relevant Australian or NZ website. Investing involves risk. You might lose the money you start with. If you require financial advice, you should consider speaking with a qualified financial advisor. Past performance is not a guarantee of future performance. 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. PIE Funds Management Limited is the manager and issuer of the funds in the PIE Funds Management Scheme (the Schemes). The product disclosure statements for the Schemes are available at: www.piefunds.co.nz/investor-documents.See omnystudio.com/listener for privacy information.
--------
24:20
--------
24:20
Bite: Fonterra is out of your fridge and betting on B2B
Fonterra CFO Andrew Murray breaks down the co-op’s new focus on ingredients and food service—and why divesting consumer brands less about retreating, and more about doubling down on value for farmers. How is dairy’s protein power is driving global demand? What's driving the growth of “natural nutrition” and how will Fonterra milk that opportunity? For more or to watch on YouTube—check out http://linktr.ee/sharedlunchShared Lunch is brought to you by Sharesies Australia Limited (ABN 94 648 811 830; AFSL 529893) in Australia and Sharesies Limited (NZ) in New Zealand. It is not financial advice. Information provided is general only and current at the time it’s provided, and does not take into account your objectives, financial situation and needs. We do not provide recommendations and you should always read the disclosure documents available from the product issuer before making a financial decision. Our disclosure documents and terms and conditions—including a Target Market Determination and IDPS Guide for Sharesies Australian customers—can be found on our relevant Australian or NZ website. Investing involves risk. You might lose the money you start with. If you require financial advice, you should consider speaking with a qualified financial advisor. Past performance is not a guarantee of future performance. 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.See omnystudio.com/listener for privacy information.
--------
3:30
--------
3:30
Fonterra talks proteins and profits
Can Fonterra maximise returns for farmers while taking risks off the table? We’re joined by Andrew Murray, Group Chief Financial Officer for the dairy exporter. Andrew walks us through the $4.22B NZD sale of Fonterra’s consumer business, and their new laser focus on high-return channels like ingredients and food service. Discover how their evolved strategy has delivered Fonterra’s highest-ever dividend amidst geopolitical tensions and tariffs. Why is the surging global demand for protein a big deal for dairy? What makes Andrew confident about selling off brands like Anchor and Mainland? How does the co-op aim to win back market share from its competitors? Plus, Fonterra’s plans to generate earnings from financial trading. For more or to watch on YouTube—check out http://linktr.ee/sharedlunchShared Lunch is brought to you by Sharesies Australia Limited (ABN 94 648 811 830; AFSL 529893) in Australia and Sharesies Limited (NZ) in New Zealand. It is not financial advice. Information provided is general only and current at the time it’s provided, and does not take into account your objectives, financial situation and needs. We do not provide recommendations and you should always read the disclosure documents available from the product issuer before making a financial decision. Our disclosure documents and terms and conditions—including a Target Market Determination and IDPS Guide for Sharesies Australian customers—can be found on our relevant Australian or NZ website. Investing involves risk. You might lose the money you start with. If you require financial advice, you should consider speaking with a qualified financial advisor. Past performance is not a guarantee of future performance. 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.See omnystudio.com/listener for privacy information.
--------
26:22
--------
26:22
Quick bite: Are we pricing tourists out of NZ?
In this quick bite, Air New Zealand CFO Richard Thomson lifts the lid on why the airline’s recovery has been harder — and more expensive — than expected. With soaring visa costs to a sharp drop in visitors from China, are we pricing ourselves out of the tourism market? And how is Air NZ staying optimistic as it rebuilds for the future?Hear more in our most recent episode, 'Air New Zealand on facing headwinds'. For more or to watch on YouTube—check out http://linktr.ee/sharedlunchShared Lunch is brought to you by Sharesies Australia Limited (ABN 94 648 811 830; AFSL 529893) in Australia and Sharesies Limited (NZ) in New Zealand. It is not financial advice. Information provided is general only and current at the time it’s provided, and does not take into account your objectives, financial situation and needs. We do not provide recommendations and you should always read the disclosure documents available from the product issuer before making a financial decision. Our disclosure documents and terms and conditions—including a Target Market Determination and IDPS Guide for Sharesies Australian customers—can be found on our relevant Australian or NZ website. Investing involves risk. You might lose the money you start with. If you require financial advice, you should consider speaking with a qualified financial advisor. Past performance is not a guarantee of future performance. 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.See omnystudio.com/listener for privacy information.
--------
4:34
--------
4:34
Air NZ on facing headwinds
Richard Thompson, Air NZ CFO, joins us to discuss the headwinds facing our national carrier. With engine disruptions pushing costs skyward and grounding sections of the fleet, and up against a tough economy, Richard explains why he remains confident in Air NZ’s future. Why are the new engines from Rolls-Royce lasting only a quarter of their normal maintenance cycle? How do unseen costs like extra inventory play into the engine crisis? How does a weak NZ dollar impact the cost of US parts and materials? And why has the airline chosen this troubled time to carry out a $100 million share buyback? Plus, how rising costs of entry—including pricey visas and a conservation levy—have become a "friction point" for our visitors. For more or to watch on YouTube—check out http://linktr.ee/sharedlunchShared Lunch is brought to you by Sharesies Australia Limited (ABN 94 648 811 830; AFSL 529893) in Australia and Sharesies Limited (NZ) in New Zealand. It is not financial advice. Information provided is general only and current at the time it’s provided, and does not take into account your objectives, financial situation and needs. We do not provide recommendations and you should always read the disclosure documents available from the product issuer before making a financial decision. Our disclosure documents and terms and conditions—including a Target Market Determination and IDPS Guide for Sharesies Australian customers—can be found on our relevant Australian or NZ website. Investing involves risk. You might lose the money you start with. If you require financial advice, you should consider speaking with a qualified financial advisor. Past performance is not a guarantee of future performance. 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.See omnystudio.com/listener for privacy information.
A conversation with experts, CEOs, and you. We talk to company leaders and industry experts every week. Listen or watch over lunch or whenever for what’s happening in the economy, the markets, and the companies you invest in.
Investing involves risk. This channel 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 advice only and current at the time and does not take into account your objectives, financial situation and needs. We do not provide recommendations and you should always read the product disclosure documents available from the product issuer before making a financial decision. Our disclosure documents, including a Target Market Determination for Sharesies, can be found on our website at https://sharesies.com.au/disclosures. If you require financial advice, you should seek advice from 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.
Ireland