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    Chanticleer

    Today

    Australia’s data centres could consume nearly 10 per cent of the country’s power by the end of the decade.

    How much will hungry data centres take out of the power grid?

    Australia’s ability to make the most of AI and digitisation is only as good as its energy sources. Next decade, that will become a hot topic.

    • Anthony Macdonald
    Newmont CEO Tom Palmer.

    Headaches are part of mining M&A, just ask Newmont

    It should be a good time to sell a copper/gold project, but Newmont’s portfolio tidy-up has hit a hurdle.

    • Anthony Macdonald
    Telstra’s Kim Krogh Andersen is in charge of AI projects across the group.

    How an AI-powered Santa makes the case for tax reform

    AI threatens to change everything, from education to manufacturing. Ed Husic is right to ask whether tax reform is needed as part of this revolution.

    • James Thomson
    Stockland CEO Tarun Gupta outlined his strategy in November 2021. A new development deal with US-based Invesco is part of it.

    How Stockland is punting on a bit of Goodman Group magic

    Goodman Group is the gold-standard for creating value in Australian property, so it is interesting to see the likes of Stockland replicating its model.

    • Updated
    • Anthony Macdonald
    Adam Driussi.

    AI could claim 30pc of executive jobs in two years

    As Commonwealth Bank CEO Matt Comyn keenly monitors the AI revolution, Adam Driussi of Quantium says more executives need to follow suit. 

    • James Thomson
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    Yesterday

    Lendlease chief executive Tony Lombardo has been forced into a strategic reckoning.

    The two forces driving Lendlease to tear itself apart

    For 66 years, Lendlease has been an icon of Australian business. But its global ambitions lie in tatters after a reckoning that’s been coming for decades.

    • James Thomson
    Profit downgrades are reminding investors that conditions are tricky.

    The indicator that has Macquarie fearing a ‘downgrade cluster’

    Confession season has been quiet this year, but that doesn’t mean investors shouldn’t be looking over their shoulders.

    • Anthony Macdonald

    What Canva’s cringeworthy rap song really tells us

    The rap song announcing Canva’s pitch to enterprise customers is all a part of the firm telling its growth story as it heads towards public markets. 

    • James Thomson

    This Month

    Lendlease chief executive Tony Lombardo is feeling the heat from major investor John Wylie’s Tanarra Capital, and David Di Pilla’s HMC Capital.

    Lendlease is finally doing what its investors have been begging for

    This restructuring is indicative of what big investors want this year. Simple and focused businesses are in, sprawling empires with global ambitions are out.

    • Anthony Macdonald
    KKR’s Michael Small is one of five partners in its private credit unit globally. He says last year was a “golden age” for private credit.

    KKR partner’s simple reason why private credit is running hot

    From David Di Pilla’s HMC Capital to Pengana’s newly listed trust, private credit is everywhere you look. A 20-year industry veteran helps us understand why.

    • Anthony Macdonald
    Bears that have tried to sit out this rally are looking very foolish.

    Everyone hates bears right now. Here’s why you shouldn’t ignore them

    Chanticleer has surveyed the arguments from six bears who see cracks in the bullish narrative pervading markets. Here’s what could go wrong from here.

    • Updated
    • James Thomson
    BHP chief executive Mike Henry has got his big break in the battle for Anglo.

    Make no mistake, BHP’s Anglo dream is alive and kicking

    Mike Henry has finally got what he always wanted – a chance to convince the Anglo American board of the merits of his deal. But he’s paid a hefty price to get here. 

    • Updated
    • James Thomson
    Sukhinder Singh Cassidy has delivered on her rule of 40 goal.

    The ASX tech giant surging without jumping on gen AI bandwagon

    ASX companies are scrambling to show they too have a generative artificial intelligence halo. But one of our hottest tech stocks is being far more measured. 

    • James Thomson
    Origin Energy chief executive Frank Calabria has made sure his shareholders got the better of the risk/reward balance.

    Why NSW had to underwrite Origin’s coal-fired plant

    NSW cannot afford to allow Origin Energy to shut Eraring Power Station, so it has offered up a generous insurance policy.

    • Anthony Macdonald
    Ben Cleary says Anglo’s copper mine in Peru took 30 years to come to market.

    The Anglo mine BHP craves explains why a deal boom is coming

    Investors expect the growing demand for copper and the surging costs of building new mines will spark a frenzy of big mining deals, regardless of the outcome.

    • James Thomson
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    The lack of offers to fund nuclear power has been deafening.

    Private capital not there for nuclear dream

    There’s vested interests everywhere in the energy sector, but it’s hard to find a deep-pocketed investor interested in nuclear over renewables and gas.

    • Anthony Macdonald

    Big China question hangs over Australia’s critical minerals sector

    Geopolitical tensions between China and the West loom large over Australia’s critical minerals industry, and there are no easy answers.

    • James Thomson
    Webjet boss John Guscic is sitting on plenty of cash but needs to pay out bondholders.

    Why Webjet wants to let the Ferrari out of the garage

    Breaking up is usually hard to do – but fed-up investors are mad for it. Webjet is jumping on the bandwagon.

    • Anthony Macdonald

    Lendlease change can’t stop with chairman’s retirement

    The retirement of Lendlease chairman Michael Ullmer will be welcomed by the company’s small army of critics. But it’s what happens next that counts. 

    • James Thomson
    Capgemini CEO Aiman Ezzat says his team has 400 generative AI projects on the go, and another 1600 in the works.

    ‘How to get fit’: 400 AI projects under way as consultants start having fun

    Cost avoidance has turned into cost transformation, as CEOs reshape business models to be ready to capitalise when growth returns.

    • Anthony Macdonald

    The Australian Financial Review Magazine

    BOSS Financial Review

    Life & Leisure

    Rich List

    Grant Petty, founder of Blackmagic Designs, cautions that AI is not new, and is currently at the top of a hype cycle.