Genesis Energy CEO Malcolm Johns discusses the realities of adopting an extensive renewable strategy to achieve 95% renewable electricity generation by 2035, aligning with New Zealand's 2050 net-zero carbon legislation.

This is a quick bite from our previous episode: Genesis Energy–charged for change.

For more or to watch the episod 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, 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.

So how does gentailer Genesis leverage its maligned coal and gas assets to help forge a new future in renewables? 

New CEO Malcolm Johns tells us why he took on one of the biggest challenges in the energy sector. He says the so-called ESG discount applied to the Genesis share price will be harder for the market to justify under its new strategy.

Our conversation also covers how Genesis plans to cut costs, its lower dividend, and shoring up  national supply when hydro, wind and solar are down. 

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, 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.

Tony Alexander shares his perspective on the NZ property market heading into next year, why does he think a frenzy isn't on the horizon just yet — and what markers , like interest rates and stock listings, is he looking for to signal significant changes for potential buyers?

This is a quick bite from our previous episode: What will the summer property market bring?

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, 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.

Investors are riding out economic headwinds and adjusting share portfolios to find investments that take advantage of trends such as Ai and renewables.  

These are some of the findings from the quarterly Sharesies Investor Insights survey conducted by independent economist Tony Alexander.

Tony tells us why he thinks shares are still the most popular investment, but that momentum is returning to the property market—the action being with first-home buyers initially, while investors watch and wait.

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, 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.

Managing director of Mainfreight Don Braid joined Shared Lunch to talk about the not-so down and dirty world of freight. As part of what’s become a high tech industry, Mainfreight has made some big international moves. Don shares why he thinks more NZ companies should be looking offshore.

This quick bite is from our previous episode 'Mainfreight–A 100+ year business in the making' 

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, 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.

Logistics and transport multinational Mainfreight is bouncing back after reporting a 42.6% drop in net profit which it puts down to a more normalised trading environment after a post pandemic boom.  

Our conversation with Managing Director Don Braid delves beyond the numbers, including his 26 year tenure, how the company has kept growing, and further expansion overseas. We also discuss the dividend payout and the six months ahead.

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, 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 we talk to Milford Asset Management’s Daniel Wu about Apple’s approach to AI, new products such as the Vision Pro - is this the plan for the future of the company?

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, 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.

Apple’s September quarter earnings were slightly down, but the outlook remains positive.

We talk to Milford Asset Management’s Daniel Wu about the tail and headwinds ahead, including Huawei challenging the iPhone in China. Plus Apple’s approach to AI, new products such as the Vision Pro, being carbon neutral by 2030, and are the shares overvalued?

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, 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.

How scarce is fresh water globally and why is water infrastructure so important for NZ?

In this quick bite we talk to the chief investment officer of Pathfinder’s Global Water Fund,  Paul Brownsey.

Check out the full conversation in our previous epsiode 'Investing in water' where we explore the issues that spurred the fund’s inception in 2010, and how they are even more acute today as the world grapples with climate change. We look at the options around water investment, including the vexed issue of bottled water. 

For more or to watch the full episode 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, 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.

Have you thought about  investing in a commodity that’s not oil, not gold, but water? The very thing we need to live.

We talk to Paul Brownsey, the chief investment officer of Pathfinder’s Global Water Fund who has been watching global water trends for the past 15 years.  This conversation looks at the options around water investment, plus the vexed issue of bottled water.  

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, 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.