Shared Lunch

In this quick bite, Dan Brunskill talks with Damian Spring, CEO of Santana Minerals, as it examines the economic potential of the new gold mine in Otago, New Zealand. What’s Santana’s thinking on where the gold price might go and how has the company scoped the viability if the price drops? Plus, we had to ask about Bitcoin, a so-called digital gold - what’s a traditional gold miner’s take on crypt...

What does going for gold look like?  No, not the Olympics but a conversation about the potential and the challenges with the gold discovery near Queenstown by newly listed NZX company Santana Minerals.      Santana CEO Damian Spring explains the road ahead including the need to raise capital, the journey to get  consent—including fast track legislation— and showing Resources Minister Shane Jones t...

The medicinal cannabis market has been a long, hard road for NZ players and the patience of retail investors is wearing thin.     We talk to Ruatoria based Rua Bioscience about why it's pinning its hopes on a pivot from cultivation and manufacturing, to selling cannabis genetics overseas.  Rua CEO Paul Naske sees significant growth as new legal frameworks in western countries make way for the medi...

In this bonus episode to celebrate the launch of Sharesies AI Search, Sharesies co-CEO Sonya Williams talks toTelescope AI CEO Luke Pettit and our own CTO Richard Clark about how artificial intelligence can be applied to investing. The conversation covers recent breakthroughs that have propelled AI into the mainstream like GPT-4, how businesses need to embrace AI, and the impact on capital markets...

If you have more than $15,000 and no will, it could be time to sort your life admin.     It’s Wills Week 2024 and we look at the perils of not having will, but also the growing trend of leaving something to a cause you’re passionate about.  Our conversation with Public Trust wills expert Catherine Simpson busts myths about wills and charitable giving. We cover not just leaving cash, but other asse...

Coming up this Thursday on Shared Lunch we speak with Catherine Simpson from Public Trust about Wills Week 2024. In this quick bite: Why do you need a will & what happens to your estate and investments when you don't have one?  In our upcoming episode we also delve into charitable giving and the average amount passed on. Stay tuned for the full episode, but in the meantime here's a taster to k...

Is an interest rate cut next? Have we had enough pain?  We put these questions and more to Infometrics Principal Economist Brad Olsen after the Reserve Bank held the Official Cash Rate at 5.5% for the eighth time in a row.   In this short episode we discuss if November will bring the change mortgage holders and businesses are hoping for. Plus whether the Reserve Bank has gone too far in its quest...

In this quick bite, we dive deep into the world of offshore investing for New Zealanders. Mark Lash from Deloitte Private breaks down the complexities of the Foreign Investment Fund (FIF) regime, explaining: The threshold for FIF rules Special exemptions for Australian investments Fair Dividend Rate vs Comparative Value When to call in the professionals This quick bite is from our previous episode...

Is tax something you dread or would rather avoid?  We’ve got you covered.  We ask common questions and chat about what you need to know about your tax as a retail investor.   Mark Lash, a partner with Deloitte Private, helps demystify some of that pesky jargon and breaks down the what, when and how of tax when investing in company shares and funds.  Things like what’s an imputation credit? What ar...

In this quick bite: Chris Di Leva from Harbour Asset Management discusses the surprising performance of the Japanese stock market with host Dan Brunskill. Did you know Japan's market hit an all-time high in 2024, matching its 1989 peak? Chris explains the 35-year journey of zero nominal returns and recent reforms driving Japan's market rally. Plus, get insights on how U.S. tech giants are becoming...

Why invest locally when the action appears to be in the US?  The meteoric rise of US chipmaker NVIDIA and the dominance of high earning tech stocks makes it hard for the likes of the NZX and ASX to compete.  We talk to Harbour Asset Management’s Chris di Leva about how the sector make-up of an index and the local economy are a huge influence. But also why New Zealand is starting to look more attra...

In this quick bite: Todd Dawson, CEO of Napier Port, discusses the vital role of ports in New Zealand's economy. Did you know 90% of the country's exports and imports travel by sea? Plus what are the revenue streams for a port? Eg: container trade, bulk trade (primarily logs), and the growing cruise industry. This quick bite is from our previous episode 'Why invest in a port?' Tell us how to impro...

Ports are critical to our island nation given more than 90% of our exports and imports travel by sea.  Our conversation with Napier Port CEO Todd Dawson explores how a traditional business has embraced tech and supply chain logistics.  You’ll find out the benefits of a public-private partnership model (including employees with skin in the game), how COVID and Cyclone Gabrielle have changed busines...

In this quick bite we talk to Dr Deborah Lambie, global equity analyst at Milford Asset Management, about how cutting-edge technologies like AI-driven molecular design, accelerated simulations, and the concept of "self-driving labs" are enabling companies to develop new medicines up to 10 times faster and at significantly lower costs. Plus, we explore the pros and cons of focusing on individual ph...

US big pharma, including Ozempic maker Novo Nordisk, continue to make huge gains from the new generation of obesity drugs. But how do investors weigh up the potential of this industry?     We talk to Dr Deborah Lambie, global equity analyst at Milford Asset Management, about why these drugs have captured the world and the eye watering share price gains.  We hear about the benefits of these drugs b...

In this quick bite: Infratil CEO Jason Boyes reflects on why it’s important for the infrastructure company to not only grow globally, but still appeal to the hearts and minds of NZers. For more or to watch on youtube—check out http://linktr.ee/sharedlunch Brought to you by Sharesies, with BusinessDesk. Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, gu...

What’s next for the market darling infrastructure investment company infratil? Can it maintain double digit growth?  We talk to Infratil CEO Jason Boyes as the company reflects on 30 years and its $14 billion portfolio of 15 companies across four sectors—digital, renewables, healthcare and airports. Off the back of Infrail’s full year results and outlook, we discuss Asia Pacific including a potent...

In this quick bite, Tony Alexander looks at current downturn in New Zealand's housing market, delving into the surge of listings and the emerging trend of investors offloading properties. Plus the big question, when will the market recover? For more or to watch on youtube—check out http://linktr.ee/sharedlunch Brought to you by Sharesies, with BusinessDesk. Appearance on Shared Lunch is not an end...

A sharp increase in house listings as some long-time investors exit, has put the ball back in the buyer's court. We talk to independent economist Tony Alexander about his analysis on this and the latest results from the quarterly Sharesies Investing Insights survey.    You'll hear his prediction on when interest rate cuts will start, why house prices are flat lining or down, the consequences of ax...

EROAD has 120,000 devices in cars in New Zealand and is making inroads in the US. What’s the potential of this data combined with the latest in AI development? We find out in this bonus episode featuring EROAD co-CEOs Mark Heine and David Kenneson following the company’s recent financial results. Our conversation covers technology, privacy and future growth opportunities. Plus are two CEOs better...

The transition to net-zero has put NZ founded tech company Gentrack on the investor map.  We talk to CEO Gary Miles off the back of some impressive half-year results and as Gentrack expands into the Middle East, Asia and Europe with its software that includes smart metering, sensors and billing for power and water utilities, and airports. You’ll learn how Gentrack is taking on global players Oracl...

In a landscape of fluctuating interest rates, where are you parking your cash? Economist Brad Olsen breaks down the current financial environment and we ask what decisions are facing savers and borrowers? Plus, the emerging trend of shorter fixed mortgage terms... This is from our previous episode 'When will interest rates turn? Brad’s view' For more or to watch on youtube—check out http://linktr....

The economy has been a bleak subject for much of this year. But are we starting to see that light at the end of the tunnel? For a pulse check we talk to Infometrics Principal Economist Brad Olsen about how NZ is faring and what makes our situation different to other parts of the world.  Unsurprisingly the higher interest rate environment dominates our conversation and Brad makes a call on which wa...

In this bonus bite, Frances Cook & Milford's Daniel Wu dive into Meta's (Facebook's) planned use of AI and the potential to leverage its massive user data trove. We explore how Meta might responsibly use this data for other purposes, such as training AI models, while addressing privacy concerns. Join us as we discuss Meta's AI ambitions, the challenges, and the opportunities that lie ahead. Th...

What’s next for Meta, the tech titan behind brands like Facebook, Instagram and WhatsApp?   Sydney based Milford Asset Management senior analyst, David Wu, covers all the bases following Meta’s Q1 earnings, including why its forward guidance disappointed some investors.  This conversation looks at the potential and the challenges ahead for Meta including how it hopes to justify, and monetize, AI i...