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    Opinion

    Chanticleer

    Today

    Figuring out where to extract value from the energy transition isn’t getting any easier for investors.

    Nine ways to make money from the world’s energy mess

    As the political push against the energy transition builds, the challenge for investors to find value in the sector is also growing.

    • 1 hr ago
    • James Thomson
    Market darling Telix Pharmaceuticals suffered an embarrassing knock back in the US. It now needs to get back to business to shore up its valuation.

    Aussie high-flyer’s wings clipped by US investors

    Red-hot biotech Telix got a shock when US investors wanted a chunky discount to buy stock. So it’s walking away looking silly, but with its pride intact.

    • 1 hr ago
    • Anthony Macdonald
    Tesla founder Elon Musk has the backing of his investors once again.

    The cult of Musk is alive and well. Now he needs to deliver

    Elon Musk’s massive pay deal has been re-approved by Tesla investors. But the billionaire needs to stop selling the same old blue sky and start delivering.  

    • James Thomson

    Yesterday

    Robert Gottliebsen with other former Chanticleer columnists.

    Australian business is at a crossroads. Can we get out of our own way?

    Chanticleer’s 50th anniversary celebration showed Australia’s long period of prosperity and growth will be challenged by geopolitics, regulation and competition.

    • James Thomson
    Transurban CEO Michelle Jablko started dealing with Chanticleer two decades ago, when she was a banker at UBS.

    ‘Chanticleer for a day’ draws out three big issues

    Infrastructure planning, boosting equity markets and re-thinking social advocacy by companies are three things these movers and shakers put on Chanticleer’s agenda.

    • Anthony Macdonald
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    'They could talk to each other now via my words. And they did.': Gottliebsen
    0:37

    'They could talk to each other now via my words. And they did.': Gottliebsen

    Founding Chanticleer columnist Robert Gottliebsen describes what it was like at the birth of "personality journalism".

    • Updated
    Chemist Warehouse’s deal to list via Sigma Healthcare is part way through an ACCC merger review.

    Chemist Warehouse deal can still get past ACCC health check

    The issue of the competitiveness of Sigma’s pharmacies may require a more direct solution, such as disposing of a few Chemist Warehouse outlets.

    • Updated
    • James Thomson
    The AI race has extended to the world of finance academia, and a group of University of Sydney analysts have staked an early claim.

    ChatGPT can make human-like judgments, pick good stocks, researchers say

    Earnings season looms – and expect to see more fund managers and brokers using AI to analyse information. ChatGPT could be a game-changer, according to some academics researching how it can analyse results.

    • Anthony Macdonald
    Jerome Powell did his best to keep the rate cut narrative alive on Wednesday night.

    Rate cuts are coming, but Wall Street guru fears ‘unstable’ backdrop

    Good news on US inflation helped Wall Street to a fresh record. But Morgan Stanley’s Mike Wilson sees two big worries hanging over markets. 

    • James Thomson

    ‘Stories were dropping out of trees’: The roaring ’90s

    The choice of a new Chanticleer columnist is a tricky task, writes former Financial Review editor Colleen Ryan.

    • Updated
    • Colleen Ryan
    Robert Gottliebsen, the first Chanticleer columnist.

    Fifty years on, it’s time to share the secret origin story of Chanticleer

    I had lined up a major scoop to launch my first Chanticleer column on July 8, 1974, founding Chanticleer columnist Robert Gottliebsen reveals.

    • Updated
    • Robert Gottliebsen
    50 years of Chanticleer

    Through 50 years of change, Chanticleer’s mission endures

    While the corporate landscape has shifted over five decades, the ingredients of the Chanticleer column remain the same: a healthy degree of scepticism, a dash of humour, and an eternal sense of curiosity.

    • James Thomson

    ‘Topical, sometimes controversial’: Why I read Chanticleer

    Ten of Australia’s most influential business leaders share their thoughts on Chanticleer and its impact.

    Superannuation’s rise has changed Australia’s capital markets and capital account for good. It’s too late to put the genie back in the bottle.

    Digital world wants, real world needs: Chook’s next 50 years

    The battle for physical world assets shifts to those things that will underpin the digital world in the next 50 years. It will be a bigger battle, and Chanticleer will be there to cover it.

    • Anthony Macdonald

    The top 21 moments in Chanticleer history

    The Chanticleer column has charted the highs and lows of corporate Australia since 1974. Here are a few of the highlights.

    • James Thomson and Anthony Macdonald
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    This Month

    Ian Gow, University of Melbourne professor and author, warned of a potential extinction-level event over tax auditing among the big four.

    Big four can’t be allowed to stay in ‘grey zone’ of PwC scandal

    The Senate report makes it clear the big accounting firms have fallen through the regulatory gaps. That structural problem must eventually be addressed.

    • James Thomson
    Origin Energy chief executive Frank Calabria is showing the market the energy giant can walk and chew gum at the same time.

    AusSuper was right on Origin. But that’s not great for the rest of us

    If Origin and its investors loom as winners from various phases of the energy transition, it’s worth considering who the losers will be.

    • Updated
    • James Thomson
    Cliff Obrecht, chief operating officer and co-founder of Canva speaks during the keynote at the Morgan Stanley Australia Summit in Sydney.

    Canva’s IPO pitch lands just as markets are warming up

    You can tell from the way Canva has upped its engagement that its IPO is coming, and it was on Wednesday, when co-founder Cliff Obrecht wheeled out a pitch with just about the lot.

    • Anthony Macdonald
    GYG co-founder and CEO Steven Marks: There will be plenty of interest in the fast-food chain’s IPO.

    The Warren Buffett question at the heart of Guzman y Gomez float

    Morningstar is the first to initiate coverage on the Mexican fast-food chain and has whacked a valuation of $15 a share on the company, far less than the $22 that the stock will be valued at under the IPO.

    • James Thomson
    Karen Chester says if companies want to tender for government consulting work, they must be “a proprietary limited company, and thus subject to directors’ duties”.

    The simple fix to the PwC scandal that consultants would hate

    On the eve of the final report of the Senate inquiry into the consulting sector, a simple way of ensuring accountability has been proposed.

    • James Thomson