THE LONG AND THE SHORT OF IT: Petroleum, ports and high-tech parts
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 heightening conflict in the Middle East and ponders New Zealand’s slow conversion to an electric vehicle fleet and how policymakers will have to navigate those treacherous waters of a supply-side inflation shock.
He also reports back on Port of Tauranga’s investor day last week and broader questions of New Zealand’s maritime hubs. And he discusses some of the things Rakon shareholders will need to consider as Bourns bears down on the 90% threshold it needs to trigger mop-up provisions in its takeover bid for the high-tech manufacturer.
Paul manages to avoid the distraction of a puppy.
Or listen to it on Spotify here.
Image from Curious News.
Disclosure: Paul McBeth has owned shares of Rakon since January 2024. Oliver Mander owns shares of Rakon.
