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Recap — 184 episodes · page 1 of 2

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1

Lunch Money: Oil be darned 🛢 - 4th November 2022

2

Tetchy tech stocks 📱28th October 2022

3

Another Netflix Blockbuster 🎥 - 21st October 2022

4

Lunch Money: The chips are down 🍟

5

Lunch Money: Fewer bites of the Apple

6

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

7

Casual Friday: A technology stock special with tech commentator Peter Griffin, Netflix and some important news.

8

ANZ reaches a profit milestone; Lockdowns in China dent Starbucks’ balance sheet; AMD celebrates a strong first quarter.

9

RocketLab snags a rocket with a big hook; AGL and Cannon-Brookes lock horns; EU regulators accuse Apple of anti-competitive practices.

10

A recap of Warren Buffett’s “Woodstock for Capitalists”; Qantas confirms non-stop long haul flights; Fortescue and Firstgas seek green hydrogen.

11

Casual Friday: A choppy week for the US markets; Kogan profit slides on less customer demand; Elon Musk and Twitter: ¯\_(ツ)_/¯

12

NZ Oil & Gas to move its main listing to ASX; Alphabet Q1 results miss expectations; Microsoft earnings buffed by cloud business.

13

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.

14

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.

15

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.

16

Bank of America bucks banking results; Apple workers make moves to unionise; Rua Bioscience launches its first medicinal cannabis medicine.

17

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.

18

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.

19

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.

20

Special Interview: Air New Zealand CEO Greg Foran on the capital raise

21

Casual Friday: My Food Bag says revenue was up for 2022; Buffett buys up a chunk of HP; could investors help avoid climate disaster?

22

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.

23

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.

24

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.

25

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.

26

The $1.2 billion Air NZ capital raise; Apple makes big changes to its app store.

27

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

28

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.

29

Air NZ awarded more government support; Apple agrees to a multimillion dollar settlement; Star Entertainment Group CEO resigns in the middle of gambling inquiry.

30

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?

31

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.

32

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.

33

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.

34

Sorry for the hiatus, but we're back!

35

Google announces US$5.4 billion deal; NZX’s CEO on its latest results and capital raise; ASX companies due to pay dividends.

36

Oil and energy disruptions are being felt worldwide; Iconic US brands suspend trading in Russia; Pacific Smiles Group reports declines due to COVID-19.

37

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.

38

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.

39

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.

40

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.

41

More western companies pull out of Russia; Core Lithium to send Tesla sweet, sweet Lithium; Target caps off a year of record growth.

42

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.

43

An update on the Russia-Ukraine conflict; Genesis Energy powers up profits; Restaurant Brands bounces back from COVID-19.

44

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.

45

Air NZ reports a significant loss; Omicron pushes back Qantas’ recovery; Sky TV returns to revenue growth.

46

Spark reports a $179m profit; Steel & Tube weathers the storm with a boosted dividend; The US slaps sanctions on Russia.

47

Mercury Energy results “reflect significant business change”; PGG Wrightson revenue up for the half year; Covid cost Coles $150 million over six months.

48

A2 Milk forecasts higher revenue; AGL Energy knocks back surprise takeover bid; Freightways and its “half of two quarters”.

49

Casual Friday: Wesfarmers' profits impacted by rising costs. Sky TV wins back major sports rights. Why does the Ukraine/Russia crisis affect markets?

50

Spotify adds to its podcast basket with two new acquisitions; Nvidia dials up record revenue; Hallenstein Glassons forecasts a decrease in sales and profit.

51

Airbnb beats Q4 expectations; Fortescue faces labour costs and weaker iron ore prices; Fletcher Building records increases in revenue and profit.

52

AMD and Xilinx make a record-breaking deal; Infratil downgrades its earnings guidance; BHP beats expectations for the first half-year.

53

Covid-19 restrictions bite into Sky City’s half-year profit; double-digit growth for Contact Energy; markets on a bumpy ride after latest US inflation data.

54

Kathmandu update reports higher sales; growth in new sign ups for Twitter; where are NZ investors putting their money?

55

Disney tucks more streaming subscribers into its belt; Sanford sales volumes are up; Vulcan Steel reports record half-year performance.

56

Nvidia’s buyout of Arm is no more; Pfizer beats earnings expectations; FMA alleges insider trading of Pushpay shares.

57

Bumble matches with Fruitz; Peloton’s takeover rumours; Contact Energy updates on new geothermal station.

58

Amazon Q4 earnings mostly beat expectations; Snapchat daily active users up by 20 percent; the energy crisis and the world’s climate ambitions butt heads.

59

Spotify shares dip again after earnings call; Meta reports its first ever quarterly decline of daily active users; Serko lowers expected revenue.

60

Google Ad revenue a winner for Alphabet; General Motors: semiconductor drought to ease up; Mainfreight profit up on elevated volumes.

61

The video game company buy up continues; climate change to affect NZ King Salmon’s earnings; latest quarter strongest yet for ikeGPS.

62

US markets wrap up rollercoaster week; Google’s US$1 billion investment into India; Spotify’s content controversy

63

Share Market dip: what you need to know

64

iPhone sales boosts Apple’s revenue; Synlait upgrades its forecasted farmer payouts; NZ inflation hits 5.9 percent.

65

The Federal Reserve says interest rates are going up soon; Tesla posts record Q4 profit; Restaurant Brands sales exceed $1 billion.

66

Microsoft beats Q2 estimates with $18.8 billion profit; Johnson & Johnson revenue just misses expectations; the pandemic short circuits General Electric’s quarter.

67

Analysts and investors wait on the Federal Reserve; Fonterra forecasts another record payout for dairy farmers; IBM sees its best sales growth in a decade.

68

EROAD’s latest acquisition helps grow sales in America; Fortescue seeks to decarbonise; a challenging week for Peloton.

69

Bonus Episode - 2022: Setting the Scene

70

Casual Friday: S&P 500 at its lowest level since October; My Food Bag has a jolly Christmas; “unrest” in the Australian retail sector.

71

Autodesk picks up NZ based Moxion for an undisclosed sum; Santos benefits from strong oil and gas prices; Microsoft/Activision: what happened next?

72

Microsoft to make its biggest ever deal; Seeka shareholders vote for a new acquisition; US markets open to a bumpy start.

73

JB HiFi’s better than expected half year results; ikeGPS wins million dollar contract extension; strong competitors force Redbubble’s costs up.

74

Interest rates rattle global markets; Wesfarmers says Covid impacted Kmart and Target sales; Wells Fargo leads the pack over Citigroup and JPMorgan.

75

Look out 2022! Recap is back.

76

Casual Friday: A look back at the big stories of 2021 - supply chain disruptions; Covid-19; Gamestop and the meme stocks.

77

What happened in the Fed’s latest decision?; Trustpower a step closer to retail business sale; Qantas flies into 2022 earnings loss.

78

Toyota announces EV investment; the latest on Pfizer; updated guidance from two kiwi companies.

79

Rocket Lab’s latest acquisition; Air NZ receives boost to support package; Peloton's product placement gone wrong.

80

Ford to ramp up EV production; Roku and Google reach a deal;Senex Energy’s board gets behind Posco bid.

81

Amazon is fined over 1 billion dollars; Tourism Holdings merges with Aussie RV firm; 2021: a look back at the year on the NZX.

82

Pacific Edge lands Australian deal; Pfizer & BioNTech update on Omicron; EBOS acquires a path into Asia.

83

Fletcher Building wants in on retirement villages; Qantas to help out with the post this Xmas; Stellantis revs up a new software strategy plan.

84

100th Episode Special: Kiwis’ attitudes towards money; Buzzfeed goes public; Sky TV raises guidance.

85

Didi plans to delist from US; Vulcan Steel’s earnings upgrade; DocuSign declines after latest results.

86

IPO Friday: Grab goes public; A new listing for the NZX; Is 2021 the Year of the IPO?

87

Wesfarmers bid for API threatened; Kiwi Property Group and IKEA reach a deal; GM revises its 2021 guidance.

88

Allbirds grows revenues but widens losses; Meta might be forced to undo an acquisition; Salesforce guidance fails to meet expectations.

89

Markets rebound from Friday’s declines; Rua Bioscience to acquire Zalm Therapeutics; NZME acquires BusinessDesk.

90

How Omicron affected the markets; Me Today seeks a cash injection; higher costs affect Radius Care’s profit.

91

Casual Friday: What happened with the OCR? Green Cross Health delivers ‘positive’ performance; EROAD makes a net loss.

92

Fisher & Paykel Healthcare beats forecasts; Westpac NZ board “falls short”; The supply chain hits Gap right in the sales.

93

Serko announces a capital raise; Tesla’s $1.06 billion investment; CVS, Walgreens and Walmart linked to opioid crisis.

94

Zoom unmutes expectations with its Q3 results; Arvida profits increase despite pandemic woes; TradeWindow lists on the NZX.

95

Ford and Rivian cancel their EV plans; Refining NZ confirms Marsden Point will be import only; Kiwi Property Group increases its half year profit.

96

Casual Friday: My Food Bag to deliver its first dividend; Alibaba’s results miss the mark; CVS to shut 900 stores.

97

Nvidia’s ‘outstanding’ quarter; Sanford’s pandemic-impacted profits; AFT Pharmaceuticals eyes up the US.

98

Plexure’s growth strategy “no longer relevant”; Commonwealth Bank profit up 20 percent; regulators take a closer look at Nvidia/Arm takeover.

99

Oatly Milk's challenging quarter; Napier Port results make a splash; Hollywood avoids a strike.

100

Johnson & Johnson to split into two; Warby Parker grows revenues; Good Spirits Hospitality to acquire Nourish Group.