THE LONG AND THE SHORT OF IT: A new year, a new takeover
Paul McBeth and Oliver Mander opine on marketland.
The Bottom Line’s Paul McBeth and New Zealand Shareholders’ Association chief executive Oliver Mander return with The Long and the Short of It, where they discuss the latest goings-on in marketland.
In the first episode of 2026, Oliver talks about the surprise takeover bid for Australia’s BlueScope Steel by ASX-listed SGL and the Nasdaq’s Steel Dynamics, and ponders it what it might mean for NZ Steel and New Zealand’s broader steel sector.
And while we’re on takeover talk, Rakon’s upcoming bid from America’s Bourns spurs some thoughts about how under-valued some NZX-listed firms are.
Meanwhile, the mooted listing of miner Tāiko Critical Minerals gets a healthy discussion on the next generation of extractive industries in New Zealand.
Paul forgets to introduce the name of podcast.
Or listen on Spotify here.
Image from Curious News.
Disclosure: Paul McBeth has owned shares of Rakon since January 2024. He’s travelling to the West Coast next week at the expense of Tāiko Critical Minerals. Oliver Mander owns shares of Rakon.
