THE LONG AND THE SHORT OF IT: The oil on Air NZ’s existential crisis
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 rippling effects of the latest conflict in the Middle East, as rising oil prices revive the threat of a new inflation dragon rearing its head and putting central banks, including our own Reserve Bank, on notice.
National carrier Air New Zealand gets some special attention as its hedging programme comes up as a strategic review raises some thorny policy questions about what to do with regional routes.
And despite the turmoil, successful listings by Rua Gold and Taiko Critical Minerals have revived some newfound optimism for the NZX this year, with departing chief executive Mark Peterson laying a solid foundation for his still-to-be-announced successor.
Splodge steals the show.
Or listen to it on Spotify here.
Image from Curious News.
Disclosure: Paul McBeth and Oliver Mander travelled to Punakaiki courtesy of Taiko Critical Minerals in January. Paul McBeth has owned shares of NZX since January 2024. Oliver Mander owns shares of NZX, BP and Fletcher Building.
