THE LONG AND THE SHORT OF IT: Infratil’s transformation, My Food Bag’s conundrum and Australian insights
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.
This week, Oliver looks at the transformational contract Infratil’s CDC data centres business has signed and the staggering surge in the infrastructure investor’s share price.
Gentrack’s woes in the face of the SaaS-pocalypse and the rise of the Kraken poses a different side to the AI theme, while My Food Bag’s strategic review might not be the straightforward sale that people ae thinking.
And the Australian Shareholders’ Association’s annual conference got Oliver thinking.
Paul works hard on the segues.
Or listen to it on Spotify here.
Image from Curious News.
Disclosure: Paul McBeth has owned shares of Rakon since January 2024 and accepted the Bourns takeover in April. Oliver Mander owns shares of Infratil, My Food Bag, Taiwan Semicondiuctor and Channel Infrastructure. He travelled to the ASA’s conference in Melbourne on behalf of the New Zealand Shareholders’ Association.
