PODCAST · business
Recap
by Sharesies
Rethink financial news. Monday through Friday, we recap the events shaping the share markets across New Zealand, Australia, and the US. De-jargoned and delivered in 10(ish) minutes. Made for you, by Sharesies.www.sharesies.com Investing involves risk. You aren’t guaranteed to make money, and you might lose the money you start with. We don’t provide personalised advice or recommendations. Any information we provide is general only and current at the time.
Episodes
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Lunch Money: Oil be darned 🛢 - 4th November 2022
This is an audio version of the Lunch Money newsletter for the 4th November 2022, from Sharesies, your easy-to-digest round-up of news and announcements coming out of the NZ, US, and Australian share markets. Lunch Money is not intended as advice. We won’t be making recommendations. We won’t be...
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Tetchy tech stocks 📱28th October 2022
This is an audio version of the Lunch Money newsletter for the 28th October 2022, from Sharesies, your easy-to-digest round-up of news and announcements coming out of the NZ, US, and Australian share markets. Lunch Money is not intended as advice. We won’t be making recommendations. We won’t be...
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Another Netflix Blockbuster 🎥 - 21st October 2022
This is an audio version of the Lunch Money newsletter for the 21st October 2022, from Sharesies, your easy-to-digest round-up of news and announcements coming out of the NZ, US, and Australian share markets. Lunch Money is not intended as advice. We won’t be making recommendations. We won’t be...
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Lunch Money: The chips are down 🍟
This is an audio version of the Lunch Money newsletter, from Sharesies, your easy-to-digest round-up of news and announcements coming out of the NZ, US, and Australian share markets. Lunch Money is not intended as advice. We won’t be making recommendations. We won’t be suggesting anything. It’s...
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Lunch Money: Fewer bites of the Apple
This is an audio version of the Lunch Money newsletter, from Sharesies, your easy-to-digest round-up of news and announcements coming out of the NZ, US, and Australian share markets. Lunch Money is not intended as advice. We won’t be making recommendations. We won’t be suggesting anything. It’s...
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The twists keep coming with Elon Musk and his proposed Twitter takeover; Private Equity company targeting Australian pallets business and the Wallabies; update from Andrew Jefferies - CEO of NZO
Elon Musk puts a temporary brake on his takeover of Twitter (TWTR), some takeover news from across the ditch and John catches up with New Zealand Oil & Gas CEO Andrew Jefferies to chat about its current capital raise. www.sharesies.com For more share market news, subscribe to Lunch Money,...
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Casual Friday: A technology stock special with tech commentator Peter Griffin, Netflix and some important news.
Netflix (NFLX) shareholders have filed a class action lawsuit against the company accusing it of misleading the market and not informing investors quickly enough about a slide in subscriber numbers. José talks to tech writer and commentator Peter Griffin about the downturn in the market for the...
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ANZ reaches a profit milestone; Lockdowns in China dent Starbucks’ balance sheet; AMD celebrates a strong first quarter.
The New Zealand based part of ANZ’s (ANZ) business increased its net profit by 18 per cent, representing a lift from $930 million to $1.1 billion dollars. The China lockdowns have forced Starbucks (SBUX) to suspend their guidance for the year. AMD (AMD) experiences 71 per cent sales growth in the...
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RocketLab snags a rocket with a big hook; AGL and Cannon-Brookes lock horns; EU regulators accuse Apple of anti-competitive practices.
RocketLab (RKLB) successfully catches a rocket with a helicopter. Billionaire Mike Cannon-Brookes continues to fight AGL’s (AGL) proposed demerger. The European Commission says Apple (AAPL) has been running Apple Pay in such a way that it harms fair competition with rivals in the mobile and…
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A recap of Warren Buffett’s “Woodstock for Capitalists”; Qantas confirms non-stop long haul flights; Fortescue and Firstgas seek green hydrogen.
All the details from Berkshire Hathaway’s (BRK.A) quarterly results. Qantas (QAN) confirms its Airbus order fro new planes to connect Australia and any major city in one flight. Fortescue (FMG)and Firstgas sign a memorandum of understanding to investigate green hydrogen projects.…
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Casual Friday: A choppy week for the US markets; Kogan profit slides on less customer demand; Elon Musk and Twitter: ¯\_(ツ)_/¯
Amazon (AMZN), Apple (AAPL) and Meta (FB) all lift the bonnet on their quarters in a volatile week on the US markets. Kogan’s (KGN) stockpiling of inventory backfires somewhat as customers return to stores. NZ Herald’s Business Editor at Large Liam Dann chats about Elon Musk and his pursuit of...
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NZ Oil & Gas to move its main listing to ASX; Alphabet Q1 results miss expectations; Microsoft earnings buffed by cloud business.
New Zealand Oil & Gas (NZO) is looking to switch its primary listing to the ASX and launch a rights offering. Alphabet (GOOGL) misses estimates for its first quarter results, YouTube came in at $6.87 billion vs. $7.51 billion expected. Microsoft (MSFT) results meet and beat expectations for the...
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The Twitter board approves Elon Musk’s $46.5 billion bid; QEX Logistics is delisted from the NZX; It’s raining takeover offers for Pushpay.
The Twitter (TWTR) board votes unanimously to approve Elon Musk’s bid to buy the social media company. QEX Logistics is delisted from the NZX after a saga of censures and fines for not meeting market disclosure obligations. Pushpay (PPH) informs the NZX it's received buyout offers and interest…
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Casual Friday: Elon Musk doubles down on his Twitter takeover; MOVe Logistics seeks a parking space on the ASX; NZ’s inflation rate hits a 30 year high.
Elon Musk shakes off the Twitter (TWTR) board’s poison pill and comes back with funding and a plan. MOVe Logistics (MOV) has applied to become a foreign exempt entity in the ASX: it could be dual listed by the end of May. Independent economist and Casual Friday guest Tony Alexander makes sense of...
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Netflix reports its first subscriber loss in 10 years; Ramsay Health Care considers a $20 billion AUD takeover bid; Johnson & Johnson suspends its vaccine sales forecast.
Netflix (NFLX) share price drops 25 percent. Johnson & Johnson (JNJ) beats Q1 estimates, but reports weak demand for its Covid-19 vaccine. Ramsay Health Care (RHC) says it's received a takeover bid from a consortium led by KKR & Co (KKR), if it goes through it could be the biggest overseas…
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Bank of America bucks banking results; Apple workers make moves to unionise; Rua Bioscience launches its first medicinal cannabis medicine.
US banks have not fared well this earnings season, but Bank of America’s (BAC) consumer lending business gives it a left. The wave of unionisation has breached Apple’s (AAPL) shores, workers at a New York store plan to organise and petition for better conditions. Rus Bioscience (RUA) is to…
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The Reserve Bank increases the OCR to 1.5 percent; New Zealand King Salmon announces capital raise; Lululemon starts a trade-in and resell programme.
To fight inflation the Reserve Bank hikes the OCR by 0.5 percent. Lululemon (LULU) launches a trade-in and resell programme for gently used leggings, tops and jackets later this month in the US. NZME (NZM) inks an agreement with Meta (FB) to support subscriber growth and retention. New Zealand…
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Shopify puts a proposed stock split in its cart; Pfizer inks a deal to buy med-tech company ResApp; NZ news given approval to bargain with Meta, Google.
Shopify (SHOP) wants to restructure its shares with a stock split and unorthodox shares for CEO Tobi Lütke. The Commerce Commission has granted provisional approval for the NPA to start collective bargaining with the Meta (FB) and Google (GOOGL) overlords for content deals. ResApp (RAP) signs a...
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Amazon seeks to overturn historic union win; Spark starts looking for a new owner of its cell towers; BlueScope triples its US capacity with one acquisition.
Spark (SPK) starts a process that may lead to selling off part of its cell tower network. Amazon (AMZN) argues the election that created the first union of its workers was “tainted”. BlueScope (bsl) is to buy Cornerstone Building Brands (CNR) owned Coil Coatings for $500 million USD expanding its...
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Special Interview: Air New Zealand CEO Greg Foran on the capital raise
Join us for an interview with Air New Zealand CEO Greg Foran where he takes us through why the company is undertaking this $2.2 billion capital raise and its plans for the future. We also put to Greg some of the most common questions that Sharesies investors are asking. Air New Zealand rights...
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Casual Friday: My Food Bag says revenue was up for 2022; Buffett buys up a chunk of HP; could investors help avoid climate disaster?
Meal kit company My Food Bag (MFB) offers up preliminary results that see it increase revenue and earnings. Hewlett Packard (HPQ) stock jumps almost 15% on the NYSE. José talks to Dr Tommy Wiedmann, one of the authors of the IPCC report on climate change, about how the world might be able to meet...
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Air New Zealand’s rights offer officially opens; Elon Musk gets welcomed to the Twitter board; Crown Resorts say they're cooperating fully with gambling investigations.
The Air New Zealand rights offer is open. The period in which investors can sell or buy rights ends on the 26th of April and investors have up to the 1st of May to exercise those rights. A comprehensive breakdown can be found here on the Sharesies website. Our interview with CEO Greg Foran…
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Elon Musk buys up a chunk of Twitter; IGO Group’s merger with Western Areas hits a snag; a group of climate concerned investors puts big EU companies on notice.
Elon Musk buys up a 9 per cent stake in Twitter (TWTR) causing a jump in stock price. IGO Group (IGO) says an independent expert has recommended to the Western Areas Limited (WSA) board that a proposed merger isn’t in the best interest of shareholders. A group of investment firms with $7 trillion...
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Air New Zealand shares move in the wake of the capital raise; Tesla’s first quarter deliveries below estimates; Perpetual's buying spree is rebuffed by its latest takeover target.
Air New Zealand (AIR) peaks at $1.06 before settling down about 24% at 96c. Tesla (TSLA) delivers 310,048 vehicles in the first quarter, which is up 70% from this time last year. Perpetual (PPT) offers up $2.4 billion AUD which pushes Pendal (PDL) stock up 24 per cent. www.sharesies.com For more...
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Synlait Milk records $28m first-half profit; Chinese ADRs may be in for a rough ride; a new report shines a light on ethical fund mangers.
Synlait (SML) posts its half-year results and records Net Profit After Tax was up 338% to $27.9 million compared to this time last year. Chinese ADRs might be in for a rough ride with the SEC. José talks to Dr Sebastian Gehricke from Otago Uni’s Climate and Energy Finance Group (CEFGroup) which…
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The $1.2 billion Air NZ capital raise; Apple makes big changes to its app store.
Alice breaks down Air New Zealand’s (AIR) capital raise. Apple (AAPL) makes big changes to its app store and payment systems, but only to some apps. www.sharesies.com For more share market news, subscribe to Lunch Money, Sharesies’ bite-sized email update: https://www.sharesies.nz/lunch-money If...
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Air NZ to reveal details of its capital raise; Genesis Energy found not to have breached power market rules; Fortescue enters an unexpected trading halt
In some late breaking news: Air NZ (AIR) is to hold a press conference at 6:20pm to offer details of its capital raise, the airline's shares are in a trading halt until 10am Thursday. The Electricity Authority says Genesis Energy didn’t breach electricity market rules by not generating more power...
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Another stock split is waiting in Tesla’s glovebox; Sigma Healthcare records a net loss, but sees a shinier future; not guilty plea in the Pushpay insider trading case.
Tesla (TSLA) adds $110 million in value after reports the company will ask shareholders to approve a stock split. Sigma Healthcare’s (SIG) full year results are a mixed bag, reporting a net loss, but also expecting a return to profitability this year. A person accused of insider trading involving...
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Air NZ awarded more government support; Apple agrees to a multimillion dollar settlement; Star Entertainment Group CEO resigns in the middle of gambling inquiry.
Air New Zealand (AIR; AIZ) announces it’s been awarded another twelve months of financial support from the New Zealand Government for cargo flights. The CEO of the Star Entertainment Group (SGR) steps down as the New South Wales casino and gambling regulator hears allegations of breaching...
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Casual Friday: NZME looks set to shack up with Google; Hallensteins Glassons profit falls 40 percent; why should investors care what a B Corp is?
Hallensteins Glassons (HLG) announces its half year results losing 5,432 trading days across its store network due to the pandemic. NZME (NZM) is to sign a deal with Google and partly step out of a media collective seeking payments from big tech. José talks to Sharesies' executive assistant and...
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Elon Musk opens a new “gigafactory’ in Berlin; Kathmandu records a first-half loss of $5.5 million; Trustpower enters a joint venture for its first solar power project.
KMD Brands (KMD) reports on a tough first-half year, but is ready to ride a wave of pent up demand. Elon Musk and Tesla (TSLA) open up a new "gigafactory" in Germany that could make up to 500,000 cars annually. Trustpower (TPW) joins forces with haeke’s Bay Airport to build its first solar power...
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The latest on the world’s reaction to the invasion of Ukraine; The Warehouse first-half profit declines; US companies may have to disclose how they contribute to climate change.
Russia’s invasion of Ukraine continues and Europe feels the impact with repercussions for supply chains; but some countries have been quick to strike up new deals to compensate. Warehouse Group Limited (WHS) releases its first-half year results with lockdowns closing stores and hitting profits.…
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Fonterra is the latest company to wind back its Russian ops; General Motors gets deeper into self-drive cars; Barrick Gold and Pakistan end a decade old dispute.
Fonterra (FCG) says it will wrap up operations in Russia, including shutting down its Moscow office. General Motors (GM) buys even more shares of its autonomous car unit. Barrick Gold (GOLD) waives a $11 billion dollar award to get access to one of the world’s biggest deposits of gold and copper....
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Sorry for the hiatus, but we're back!
After a small break we are back on Monday the 21st of March. We can't wait to get back on the Recap horse!
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Google announces US$5.4 billion deal; NZX’s CEO on its latest results and capital raise; ASX companies due to pay dividends.
Alphabet’s (GOOG) Google announces its plans to acquire cybersecurity company Mandiant (MNDT). ASX companies are due to pay out an estimated AU$36 billion in dividends in coming months. NZX (NZX)’s CEO, Mark Peterson, joins us to chat about the company’s latest results and the company’s $44M...
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Oil and energy disruptions are being felt worldwide; Iconic US brands suspend trading in Russia; Pacific Smiles Group reports declines due to COVID-19.
The US has banned imports of oil and other energy products from Russia as the far reaching effects of the war in the Ukraine are starting to bite globally. In a symbolic move, iconic US brands suspend trading in Russia. Pacific Smiles Group (PSQ) provides an update on its performance for the...
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The Ukraine invasion will impact food supplies; Bed, Bath & Beyond’s new top shareholder blasts its leaders; Data around economic gender inequality makes for dark reading.
Countries that rely on Ukraine and Russia for key food goods could be left in the cold. A report by investment bank Citigroup suggests that achieving gender parity in business could boost GDP by as much as 2 trillion dollars. Reddit short squeeze favourite Ryan Cohen emerges as a new major...
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Threat of Russian oil sanctions push prices to 13 year high; a takeover of AGL gets pushed back for the second time; Honda and Sony get into the electric car business.
Oil prices reach their highest peak since 2008 after the US suggests specific oil sanctions against Russia may be on their way. The joint takeover of AGL (AGL)bid by Mike Cannon Brookes and Brookfield is formally over after their latest bid was rejected by the AGL board. Honda and Sony (SONY)…
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A week of the Russian invasion of Ukraine; Costco beats expectations with its Q2 results; despite volatility Kiwis are advised to hold tight with their savings and investments.
The price of oil hits a 14 year high, but a small amount of certainty creeps back into markets. Costco (COST) sales jumped 11.1 percent from the same quarter last year. José talks to the head of the Financial Services Council, Richard Klipin, about what's been their advice to investors and…
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Fed Reserve set to raise rates this month; “We’re going all in”, Ford separates its EV and gas car operations; AUS regulators give the all clear to a major travel acquisition.
Federal Reserve Chair, Jerome Powell, reiterated the Fed’s plans to raise interest rates later this month, despite the uncertainty of the Ukraine crisis. Corporate Travel Management (CTD) gets the the signal to taxi to runway for its proposed acquisition of Helloworld Travel’s (HLO) business...
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More western companies pull out of Russia; Core Lithium to send Tesla sweet, sweet Lithium; Target caps off a year of record growth.
Apple (AAPL) and Boeing (BA) limit or restrict sales to Russia. Core Lithium (CXO) is to supply Tesla (TSLA) with 110,000 tonnes of lithium over four years. Target (TGT) made a profit of $1.5 billion, up 12% on the same period last year. Take the amazing Recap audience survey and win one of 5 $50...
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Sanctions start to bite the Russian economy; Rocket Lab marks full year losses, but more contracts; cinema audiences return to give Vista Group a spring in its step.
The markets respond to another 24 hours of the Russia-Ukraine crisis and the US makes a show of support to Taiwan. Vista Group’s (VGL) revenue for the year came in at just over $98 million, which was 12% higher than the previous year. RocketLab (RKLB) sits on a $545 million USD contract backlog…
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An update on the Russia-Ukraine conflict; Genesis Energy powers up profits; Restaurant Brands bounces back from COVID-19.
As the Russia-Ukraine conflict unfolds, markets brace themselves for an uncertain week ahead. Genesis Energy (GNE) records a boost in its half year profits, and also upgrades its guidance for its full financial year. Restaurant Brands (RBD) reports improvements in its financial results, despite...
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Casual Friday: an update on how markets around the world reacted to the Russian invasion of Ukraine; the Air NZ CEO on the company’s half year results.
For Casual Friday this week we kick off with an update on the Russian invasion of Ukraine, how have markets reacted the intense geopolitical uncertainty and Alice talks to Greg Foran the CEO of Air NZ about the company's half year results released on Thursday. Take the amazing Recap audience…
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Air NZ reports a significant loss; Omicron pushes back Qantas’ recovery; Sky TV returns to revenue growth.
Air New Zealand (AIR) reports a significant financial loss in its half year results, driven by COVID-19. Qantas (QAN) reports that the Omicron outbreak is pushing back its recovery by six months. Sky Network Television (SKT) returns to revenue growth in its half year results, although reports a...
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Spark reports a $179m profit; Steel & Tube weathers the storm with a boosted dividend; The US slaps sanctions on Russia.
US President Joe Biden imposes economic sanctions on Russia, but why is the situation with Ukraine influencing markets? Spark (SPK) sees increases in almost all its key metrics in its first half year results. Even with Covid and supply chain impacts, Steel & Tube (STU) sees a lift In profit....
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Mercury Energy results “reflect significant business change”; PGG Wrightson revenue up for the half year; Covid cost Coles $150 million over six months.
Mercury’s (MCY) profit more than triples to $427 million, driven by the sale of its 20% ownership in Tilt Renewables. Coles (COL) costs are up, but its supermarkets and liquor businesses saw higher margins. PGG Wrightson’s (PGW) net profit jumps 32 per cent to $22.5 million. www.sharesies.com For...
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A2 Milk forecasts higher revenue; AGL Energy knocks back surprise takeover bid; Freightways and its “half of two quarters”.
A2 Milk (ATM) said its revenue outlook for the six months through to the end of June had improved, but is not expected to translate into higher earnings. The AGL Energy (AGL) board said they rejected A $8 billion AUD offer on the grounds that it “materially undervalues the company”. Freightways...
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Casual Friday: Wesfarmers' profits impacted by rising costs. Sky TV wins back major sports rights. Why does the Ukraine/Russia crisis affect markets?
Wesfarmers (WES) said that its retail businesses experienced extra costs of about $43 million due to Covid-19 related costs. After missing out four years ago, Sky Network Television Limited (SKT) has won back broadcast rights to the English Premier League. José talks to Betashares Chief Economist...
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Spotify adds to its podcast basket with two new acquisitions; Nvidia dials up record revenue; Hallenstein Glassons forecasts a decrease in sales and profit.
Hallenstein Glassons Holdings (HLG) advised today that all up it expects sales for the half year to be $170 million dollars, which would be a 6% decrease compared to the same period a year ago. Spotify (SPOT) has announced that they’ve bought two podcast technology companies: Podsights and...
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ABOUT THIS SHOW
Rethink financial news. Monday through Friday, we recap the events shaping the share markets across New Zealand, Australia, and the US. De-jargoned and delivered in 10(ish) minutes. Made for you, by Sharesies.www.sharesies.com Investing involves risk. You aren’t guaranteed to make money, and you might lose the money you start with. We don’t provide personalised advice or recommendations. Any information we provide is general only and current at the time.
HOSTED BY
Sharesies
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Recap currently has 184 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.
What is Recap about?
Rethink financial news. Monday through Friday, we recap the events shaping the share markets across New Zealand, Australia, and the US. De-jargoned and delivered in 10(ish) minutes. Made for you, by Sharesies.www.sharesies.com Investing involves risk. You aren’t guaranteed to make money, and you...
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Recap publishes regularly with 184 episodes available. Check the episode list for the typical release schedule.
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Recap is created and hosted by Sharesies.
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