THE LONG AND THE SHORT OF IT: Eroad and THL rumblings and a flurry of earnings

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.

This week, Oliver looks at Eroad’s latest shareholder agitation and a sweetened offer for Tourism Holdings.

He rattles through the final flurry of the shoulder earnings season, with New Zealand King Salmon Investments and Fisher & Paykel Healthcare shining for him.

And the Reserve Bank’s embrace of transparency and revenue minister Simon Watts’ tweak to the foreign investment fund tax regime get a few thoughts.

Paul really likes sausage rolls.

Or listen to it on Spotify here.

You can watch the episode in parts too:

-            Eroad

-            THL

-            Commercial sensitivity and wholesale investors

-            NZ King Salmon and F&P Healthcare

-             Mainfreight

-            Ryman Healthcare

-            Goodman NZ, Stride Property and unlisted property

-            Black Pearl

-            Savor

-            Infratil

-            The RBNZ

-            The budget

Image from Curious News.

Disclosure: Paul McBeth has owned shares of Mainfreight since July 2025. Oliver Mander owns shares of Eroad, Black Pearl, Infratil, Ryman Healthcare and NZ King Salmon.