Podcasts about GrainCorp

Wall Street closed mixed on Friday but posted strong gains across the key indices for the month of May as investors shrugged off Trump's tariff turmoil and global trade uncertainty to send equities higher for the month. The S&P500 closed flat on Friday but gained 6.2% for the month, the Dow Jones rose 0.13% on Friday and 3.9% for the month, and the tech-heavy Nasdaq ended the day down 0.32% but posted a 9.6% surge for the month of May.On Friday a trade deal between the U.S. and UK was reached, boosting investor optimism that more deals of this kind can be done.Across the European region on Friday, markets closed mostly higher on the UK trade deal and as investors welcomed the potential blocking of his tariffs on certain regions.The STOXX600 rose 0.1%, Germany's DAX added 0.3%, the French CAC fell 0.36%, and, in the UK, the FTSE100 ended the day up 0.64%.Across the Asia region on Friday markets closed mostly lower as the appeals court in the U.S. allowed majority of Trump's tariffs to be re-instated. Japan's Nikkei fell 1.22%, China's CSI index lost 0.48%, South Korea's Kospi index declined 0.84%, and Hong Kong's Hang Seng ended the day down 1.2%.Locally on Friday, the ASX200 posted a 0.3% gain despite Trump's tariff-related volatility weighing on the key index early in the session. Investors again moved into defensive and safe-haven stocks like the banks and staples, while shifting out of riskier stocks like tech on Friday as uncertainty arose again on the tariffs front. The local market posted a second straight monthly gain for the month of May despite heightened volatility and macro uncertainty.On Friday morning it was announced that a federal appeals court temporarily upheld many of President Trump's tariffs on China and other countries, pausing a lower court ruling that had challenged them. This move allows the tariffs to remain in place while the court reviews the case and considers the administration's request for more time. The appeal success came not even 12-hours after a federal court announced a blockage of the tariffs amid overuse of Presidential power. This week will be an interesting time for tariffs as the appeals process unfolds, but we are no closer to clarity on exactly what tariffs are allowed to remain and the implications on our locally listed companies.Retail sales fell by 0.1%, missing the forecasted 0.3% increase, with warmer weather contributing to reduced clothing purchases. Clothing and department store spend were the key contributors to the weaker-than-expected reading for April, while cafes and food related spend was still on the rise. Surprisingly, niche retailers like Accent Group and Universal Stores still rallied on Friday despite the retail spend figure being released.In data out this week, Q1 2025 GDP figures are also expected to show a slowdown in growth to 0.2%, down from 0.6% in Q4 2024, primarily due to weaker household consumption. Markets are now factoring in a 73% chance of a rate cut out of the RBA when it next meets in July, up from the 59% chance expected prior to the retail sales data being released. What to watch today:On the commodities front this morning, oil is trading 0.25% lower at US$60.79/barrel, gold is 0.9% lower at US$3288.58/ounce and iron ore is down 0.15% at U.S.$99.12/tonne.The Aussie dollar has weakened against the greenback to buy 64.37 U.S. cents, 92.57 Japanese yen, 47.76 British pence and 1 New Zealand dollar and 8 cents.Ahead of Monday's trading session here in Australia the SPI futures are anticipating the ASX will open the first trading session of June up 0.09%.Trading ideas:Bell Potter has decreased the 12-month price target on IPD Group (ASX:IPG) from $4.60 to $4.10 and maintain a buy rating on the leading Australian distributor of electrical equipment and industrial digital technologies, following the company provid

"You know if you can secure their backing, that's incredibly empowering." - Alison WatkinsIn this candid conversation, seasoned director Alison Watkins pulls back the curtain on boardroom dynamics from both the CEO and director perspectives. Having been CEO at Coca-Cola Amatil, Graincorp, and Berri before transitioning to non-executive positions, Alison reveals the completely different experience of attending the same board meeting depending on your role. She discusses the unique pressures CEOs face, the challenge of measuring impact as a non-executive director, and why former CEOs must be careful not to cross operational boundaries. This episode offers valuable guidance for anyone involved in governance relationships._____________Follow Podcast Host ⁠⁠⁠⁠⁠⁠⁠⁠⁠Richard Conway⁠⁠⁠⁠⁠⁠⁠⁠⁠ on LinkedInFollow ⁠⁠⁠⁠⁠⁠⁠⁠⁠boardcycle⁠⁠⁠⁠⁠⁠⁠⁠⁠ on LinkedInVisit the ⁠⁠⁠⁠⁠⁠⁠⁠⁠boardcycle website

Nationals leader David Littleproud joins the show over the Coalition's future, GrainCorp reports 17 per cent surge in net profit. Plus, the RBA expected to cut cash rate on Tuesday.See omnystudio.com/listener for privacy information.

Investor optimism fuelled a strong start to the week following the announcement of a temporary 90-day trade agreement between the US and China. This positive sentiment propelled the ASX200 up 1.3% so far this week (Monday to Thursday), with gains in technology stocks overshadowing declines in the utilities, staples, and REIT sectors.In this week's wrap, Grady covers:(0:36): the latest update on US – China trade(1:41): wage price growth & jobs data out this week(3:13): the rally in Xero, Aristocrat Leisure, GrainCorp & Life360(4:45): how the ASX200 performed this week so far(5:24): the most traded stocks & ETFs by Bell Direct clients(5:51): economic news items to watch out for.

This is the Fear and Greed Afternoon Report - everything you need to know about what happened in the markets, economy and world of business today, in just a few minutes. ASX up slightly Graincorp soars New Greens leader Oil prices drop Trump Qatar deals Find out more: https://fearandgreed.com.auSee omnystudio.com/listener for privacy information.

This is the Fear and Greed Afternoon Report - everything you need to know about what happened in the markets, economy and world of business today, in just a few minutes. ASX up slightly Graincorp soars New Greens leader Oil prices drop Trump Qatar deals Support the show: http://fearandgreed.com.auSee omnystudio.com/listener for privacy information.

With tariffs expected on Australian agricultural products, could companies like AACo or Graincorp suffer on the market? MARKET WRAP: ASX200: up 1.04% to 7,925 GOLD: $3,160 US/oz BITCOIN: $133,689 AUD Every sector finished in the green, with Real Estate up by more than 2%. Homebuilder AV Jennings rose by 8.3% to 65 cents after it accepted a $365 million takeover bid from an American real estate company. Goodman gained 2.7%, Stockland rose 2.2% and Charter Hall lifted 3.7% Southern Cross Electrical Engineering sold for $53.5 million, up 9.6%. BHP gained 1.8%, Woodside rose 1.7% and QBE lifted 1.9%. Paladin Energy dropped another 5.7% to $4.82 and is now down more than 26% over the last week Tower fell by 10.4% after Bain Capital sold more than 68 million shares it held in the insurer. Sigma healthcare was more than 1% lower, with James Hardie also falling back by 3.9%. CURRENCY UPDATE: AUD/USD: 62.46 US cents AUD/GBP: 48.4 pence AUD/EUR: 57 Euro cents AUD/JPY: 93 Japanese yen AUD/NZD: 1.10 NZ dollars See omnystudio.com/listener for privacy information.

Toby speaks with George Symes, founder of Evaluate Strategy, a consultancy specialising in decarbonising complex fleets. With over 15 years in transport and infrastructure consulting, George shares insights on the challenges and opportunities of electrifying emergency services, rental fleets, and logistics companies. From the UK's ZEV mandate to fleet telematics, this discussion dives into the future of sustainable mobility. George runs EValuate Strategy Consulting, helping complex fleets to decarbonise. These fleets include emergency services, and shared mobility operators such as car rental, car sharing and e-scooter operators. Typically, they are characterised by unpredictable and “spikey” demand, critical services and a “many-to-one” relationship between the drivers and vehicles.  George has over 15 years strategy consulting experience in the infrastructure, automotive and mobility industries, with experience across fleet and charging infrastructure in the UK, mainland Europe and Australia. He has diverse experience within new mobility in both advisory and operational roles: with Neuron Mobility (e-scooter and e-bike sharing), Zipcar (car and van sharing) and Avis.  Prior to EValuate he worked at GrainCorp and KPMG, focused on infrastructure, transport and energy clients.  Links: Evaluate Strategy: www.evaluatestrategy.com  George's LinkedIn profile: www.linkedin.com/in/georgesymes  I hope you enjoy the show and if you have any comments or suggestions, please write to me at: toby@wickedproblems.fm. Wicked Problems is powered by Adaptavis® Adaptavis is a Business Performance Management and Transformation consultancy aimed at forward-thinking leaders, based in London UK. The company specialises in helping organisations to enhance operational efficiency, drive business growth, and navigate complex transformations. From strategy to execution, they focus on providing insights and practical solutions to improve the overall performance of businesses, ensuring they can adapt to changing market conditions and achieve sustainable success. Toby Corballis is a Partner at Adaptavis.  You can find out more about their work by visiting: www.adaptavis.com Enjoy, Toby Corballis

GrainCorp is Australia's largest exporter of tallow and in 2024 has been celebrating 100 years of the tallow industry.

The market has rebounded today following the slight declines of yesterday.  Laura and Stevie reflect on the session yesterday which was the worst decline in two weeks and the performance that we saw today.  Tariff concerns are in conversation today and they discuss how international and local markets have reacted.  Inflation is back in focus as are conversations around rate cuts, they share the stocks that caught their eye including City Chic and GrainCorp, and look to the rest of the week. The content in this podcast is prepared, approved and distributed in Australia by Commonwealth Securities Limited ABN 60 067 254 399 AFSL 238814. The information does not take into account your objectives, financial situation or needs. Consider the appropriateness of the information before acting and if necessary, seek appropriate professional advice.See omnystudio.com/listener for privacy information.

In a jam-packed two-hour long episode 747, we're talking about everything from the RSG kidnapping to accruals in the QAV checklist, the performance of ASG, why Cam didn't buy SWM when he read Kerry Stokes' AGM speech, Zombie companies on the ASX, the NAB being sued by ASIC, the retirement of Joyce Corporation's CEO, GrainCorp profits, Brokers hype, Findi's Indian ATM / IPO play, before wrapping up with after-hours chatter about horses, boxing, movies, fascism, and 20 years of podcasting.

Grain handlers across New South Wales are downing tools, after the union and operators at Graincorp failed to come to an agreement on a pay dispute.  The Australian Workers Union rejected a 14% increase over three years, as well as increasing the sign on bonus and back pay to the first of July.  The Industrial action will bring the bumper winter harvest to a standstill.  Rural Editor Emily Minney spoke with AWU State Secretary Tony Callinan, outlining what the union wants from the company.See omnystudio.com/listener for privacy information.

GrainCorp wage dispute drags on despite offers on the table.

The US election is not far away, so how would a presidency of Donald Trump or Kamala Harris affect the financial markets? MARKET WRAP: ASX200: down 1.66% to 8,205 GOLD: $2,747 US/oz BITCOIN: $100,816 AUD REITs fell, with Lendlease down 2.6% to $6.74, Charter Hall dropped 3.5% to $15.68, and Stockland Group sank 2.4% to $5.24. Mirvac on its update managed to sneak past, shares flat at $2.19. The banks took a hit, with Commbank down 2.2%, NAB losing 2.1%, Westpac 1.8% lower and ANZ off by 0.8%  Viva Energy dropped 6.7% on an outlook of softer retail conditions. Metcash fell 6.2%, James Hardie dropped 4.7%, and Mineral Resources down 4.3% A lift in output for mining company Stanmore Resources helped its shares up 3.4%. Escaping losses were Coles, up 0.3%, Graincorp, up 0.8%, and Pilbara Minerals, up 0.7%. CURRENCY UPDATE: AUD/USD: 66.85 US cents AUD/GBP: 51.4 pence AUD/EUR: 61 Euro cents AUD/JPY: 100 Japanese yen AUD/NZD: 1.10 NZ dollars See omnystudio.com/listener for privacy information.

Grain workers are expected to carry out strike action during an expected bumper harvest in New South Wales.  200 grain handlers at Graincorp sites across the state could refuse to load or unload grain trucks and trains during the upcoming winter harvest.  Members of the Australian Workers Union will vote on Friday, after negotiations for better pay stalled.  Rural Editor Emily Minney spoke with State Secretary Tony Callinan, who says workers want to be paid the same as their interstate counterpartsSee omnystudio.com/listener for privacy information.

Wall Street rose for a second straight session on Wednesday to record territory as investors shook off geopolitical concerns and bought back into tech stocks. The Dow Jones rose 1.03% to a record close, as did the S&P500 ending the day up 0.71% also to a record close, and the tech-heavy Nasdaq added 0.6% at the closing bell. The driver of the rally in the US was the release of the Fed's latest meeting minutes whereby majority of participants favoured reducing interest rates by more than 50 basis points.Over in Europe overnight, markets closed higher ahead of key rate decisions out later this week and on easing oil prices. The STOXX 600 rose 0.66%, Germany's DAX added 0.99%, the French CAC rose 0.52% and, in the UK, the FTSE100 ended the day up 0.65%.Across the Asia region on Wednesday it was a mixed session with China's CSI index snapping a 10-day winning streak with a tumble of 7.05%, while Hong Kong's Hang Seng fell 1.7%, but Japan's Nikkei rose 0.87% and South Korea's Kospi Index was closed for a holiday.The Australian market closed 0.13% higher on Wednesday as a strong tech rally offset sharp declines among materials and energy stocks.What to watch today:The local tech rally was on the back of Wall Street rising overnight back to near record territory. The materials sell off sparking investors to hit the sell-button on the big iron ore miners followed Beijing dampening hopes of more fiscal spending to aid China's post-pandemic recovery efforts. BHP (ASX:BHP) and Rio Tinto (ASX:RIO) fell 1.2% and 2.3% respectively on Wednesday.On the Rio Tinto story, the mining giant has become the first mining giant to snap up a large lithium company when it agreed to acquire Arcadium Lithium for US$6.7bn in an all-cash deal announced on Wednesday. While BHP is going hard at expanding into the copper space, Rio Tinto becomes the first major mining player to back the lithium space following years of depressed pricing for the once-loved green commodity.Over in New Zealand the RBNZ cut the cash rate by 50bps to 4.75% as inflation returned to the target 1-3%.Ahead of Thursday's trading session on the ASX the SPI futures are anticipating the ASX to open the day up 0.4% tracking Wall Street's rally overnight.On the commodities front this morning, oil is down 0.3% at US$73.36/barrel, gold is down 0.54% at US$2607/ounce and iron ore is down 5.42% at US$106.30/tonne.The Aussie Dollar is buying 67.31 US cents, 100.26 Japanese Yen, 51.36 British Pence, and 1 New Zealand dollar and 11 cents.Trading Ideas:Bell Potter has downgraded the rating on GrainCorp (ASX:GNC) from a buy to a hold and have reduced the 12-month price target on the grain logistics and storage company on the back of analysing key drivers for FY25 including a frost event impacting East coast production and the narrowing of domestic oilseed pricing premiums. Trading Central has identified a bullish signal on KMD Brands (ASX:KMD) following the formation of a pattern over a period of 27-days which is roughly the same amount of time the share price may rise from the close of 47cps to the range of 56 to 58cps according to standard principles of technical analysis.

Wall Street closed lower across the board on Friday as investors assessed the August jobs report which was released on Friday morning. The S&P500 fell 1.73% to post its worst week since 2023 with a 4.3% decline over the 5-trading days, while the Nasdaq tumbled 2.55% on Friday and the Dow Jones ended the day down 1.01%. The jobs data out for August on Friday indicated non-farm payrolls rose by 142,000 compared to economists' expectations of 161,000, but the unemployment rate fell to 4.2%, painting a mixed picture about the strength of the US jobs market. Investors took the weaker-than-expected reading in non-farm payrolls as a signal of economic weakness and as a result sold out of equities on Friday.Over in Europe, markets closed Friday's session lower in the worst week since the early August slump as the US jobs report clouded investor sentiment around global economic stability. The STOXX600 fell 1.15%, Germany's DAX lost 1.48%, the French CAC fell 1.07% and, in the UK, the FTSE100 ended Friday's session down 0.73%.Across the Asia region on Friday the sea of red mostly extended across the region as key economic data weighed on investor sentiment including Japan's household spending data for July rising just 0.1% on the previous year, compared to the 1.2% rise economists were expecting. Japan's Nikkei fell 0.72%, South Korea's Kospi Index lost 1.21% and China's CSI index ended the day down 0.81%.Locally on Friday the ASX200 rose 0.4% with the bankers driving the positive close to offset some of the heavy losses experienced this week. Energy stocks tumbled over 3% on Friday, extended the week's losses amid the volatile price of oil, while consumer discretionary stocks rallied 1% on the final trading session of last week.Materials stocks came under pressure on Friday after China's steel advisory group advised mills to be cautious on boosting outlook on fears of subdued demand and subdued pricing. Therefore, impacting iron ore prices late last week and the local miners were sold off as a result.Strike Energy soared almost 9% on Friday in the days after the gas exploration and development company released plans to expand the Eastern Perth Basin with major discoveries at its Erregulla Deep-1 exploration well.What to watch today:Ahead of the first trading session of the new trading week, the SPI futures are expecting the ASX to open the day down 1.28% following the Wall St slide last week.On the commodities front this morning, oil is trading 0.80% higher at US$68.20/barrel, gold is up 0.41% at US$2497/ounce and iron ore is up 0.34% at US$91.61/tonne.AU$1.00 is buying US$0.66 cents, 50.79 British Pence, 94.86 Japanese Yen, and NZ$1.08.Trading Idea:Bell Potter has increased the 12-month price target on GrainCorp (ASX:GNC) from $9.90 to $10.20 and maintain the buy rating following the release of the ABARE September 2024 east coast winter crop forecast reflecting a 6% upgrade relative to the record June 2024 estimate to 28.8million tonnes. The consensus EBITDA FY25 expectations for GNC of $320m imply an outcome consistent with GNC's through-the-cycle EBITDA projection, which appear conservative especially if the basis trade emerges over harvest which Bell Potter would expect to occur on a winter crop of this magnitude.

In this episode of QAV, Cameron and Tony dive into recent market activities, the RBA's decisions, the Lindy Effect, substantial shareholder announcements, and GrainCorp's prospects, along with a detailed analysis of Embark Early Education (EVO). Member questions about living off a share portfolio during down years and the differences between value and quality investing are addressed. Additionally, Tony clarifies the calculation of shares on issue for Rio Tinto, emphasizing global figures for earnings per share. In after hours, the duo also covers Mario Puzo's 'The Godfather', Alphonse Mucha, and the Archibald Prize, and discuss the potential and risks of AI, drawing references from science fiction. They wrap up with thoughts on films and books, including 'Klara and the Sun'.

Wall Street closed higher on Tuesday across the key indices amid a decline in treasury yields and ahead of key jobs data out on Friday. The Dow Jones rose 0.36%, the S&P500 added 0.15% and the tech-heavy Nasdaq climbed 0.17% on Tuesday. Investors are eagerly awaiting the release of key nonfarm payrolls data out on Friday for the month of May with hopes of an ease in the number of people currently employed in the US to support the Fed's interest rate cut outlook, but not a major decline as that would spark recession fears.In Europe overnight, markets closed lower across the region as investors await the European Central Bank's rate decision out on Thursday to see if the inflation print for the region that came in hotter-than-expected last Friday, deters the ECB from cutting rates as is widely expected. The STOXX600 fell 0.5% as mining stocks weighed on the bourse, while Germany's DAX fell 1.09%, the French CAC lost 0.75% and, in the UK, the FTSE100 ended the day down 0.37%.Across the Asia markets on Tuesday, India's stock market tumbled 5% as the country continued voting for its 2024 election, while Hong Kong's Hang Seng rose 0.12% on Tuesday, South Korea's Kospi index shed 0.76% and Japan's Nikkei ended the day down 0.22%.Weakened commodity prices and a mixed session in the US on Monday caused the ASX to reverse Monday's gains to post a 0.31% decline on Tuesday. A sharp slide energy stocks weighed on the local bourse following the 3.75% drop in the price of oil on Tuesday as the markets digested OPEC+'s further production cut announcement, while financials stocks closed 0.23% higher to offset some of the heavy losses.A positive crop outlook forecast from the Australian Bureau of Agricultural and Resource Economics and Sciences (ABARES) fuelled a rally for some agriculture stocks yesterday including GrainCorp which climbed 4.8%. The report detailed national winter crop production is set to increase to 51.3m tonnes which is a 9% increase on the last financial year.Gold miners also climbed again on Tuesday amid a rise in the price of the precious commodity driven by rate cut outlook in the US.What to watch today:All eyes locally will be on the release of Australia's GDP growth rate data for Q1 which is released today at 11:30am with economists expecting a second consecutive reading of 0.2% growth, which would reflect softer economic growth. Australia's trade balance data for April is also out on Thursday with the forecast of the country's trade surplus to improve slightly to $5.5bn from $5.024bn in March.On the commodities front this morning oil is trading a further 1.78% lower at US$72.89/barrel, gold is down just over 1% at US$2326.86/ounce and iron ore is down a steep 6.31% at US$110.10/tonne.The Aussie dollar has slightly weakened overnight to buy 66 US cents, 102.88 Japanese Yen, 51.98 British Pence and 1 New Zealand dollar and 8 cents.Ahead of the midweek trading session here in Australia the SPI futures are anticipating the ASX to open the day down just 0.06%.Trading Ideas:Bell Potter has maintained a buy rating on GrainCorp (ASX:GNC) and raised the 12-month price target from $9.50 to $9.90 following the release of the ABARE June east crop forecast report surprising to the upside. The ABARE forecast implies another strong cropping outcome for GrainCorp in FY25 with the initial June forecast implying the fifth largest crop on record.Bell Potter has maintained a hold rating on Synlait Milk (ASX:SM1) and decreased the 12-month price target from $0.66 to $0.47 after the milk processing company released a further FY24 update downgrading FY24 EBITDA expectations to the lower end of guidance reflecting lower ingredients values and inventory impairments.

Wall Street closed mixed on Friday but higher across the three major averages for the week as investors welcomed softer economic data over recent weeks. The Dow Jones industrial average rose 0.34% on Friday to top 40,000 points for the first time in history which has some investors questioning how far the current rally can go, but the recent inflation on earnings outlined in many corporate results indicates the value is still there for the rally to continue. The S&P500 rose 0.12% on Friday and the Nasdaq ended the session down 0.07%. The Dow posted its 5th straight weekly gain of 1.2%, while the S&P500 and Nasdaq ended the 5 trading days up 1.5% and 2.1% respectively.Over in Europe, markets closed lower to snap a 9-day winning streak in the region as corporate earnings weighed on investor sentiment. The STOXX600 fell 0.13%, Germany's DAX lost 0.18%, the French CAC fell 0.26%, and, in the UK, the FTSE100 ended the day down 0.22%.Across the Asia markets on Friday, markets closed mixed however, China's CSI300 index rose 1% as investors welcomed the announcement out of China's central bank for sweeping measures to boost the country's deteriorating property market.Locally on Friday the ASX200 closed 0.85% lower with every sector aside from materials stocks closing the day in the red, with the tech and healthcare sectors posting the greatest declines of 3.05% and 2.27% respectively. For the week though, the key index rose 0.84% led by the consumer discretionary sector soaring 3.23%. Investors took some profits on Friday after the key index closed 0.2% shy of a record high on Thursday following the unemployment rate rising to 4.1% in Australia. This data indicates rate cuts could be on the horizon out of the RBA sooner than expected as economic data continues to fall in line with RBA expectations and requirements.Lithium miners offset some of the market losses on Friday amid forecasts for increased demand outlook of the commodity driving a rebound in the price, with Pilbara Minerals rising 2.2%, while Mineral Resources ended the day up 0.8%.What to watch today:Ahead of the first trading session of the new week, the SPI futures are expecting the ASX to open Monday up 0.45%.On the commodities front this morning oil is trading 0.14% higher at US$80.11/barrel, gold is up 0.28% at US$2421/ounce, iron ore is up 0.15% at US$117.02/tonne, and uranium is down 0.28% at US$90.65/pound.AU$1.00 is buying US$0.67, 104.21 Japanese Yen, 52.91 British Pence, and NZ$1.09.Trading Ideas:Bell Potter has increased the 12-month price target on GrainCorp (ASX:GNC) from $9.20 to $9.50 and maintain a buy rating on the end-to-end grain producer following the release of the company's the 1H24 results including NPAT coming in modestly ahead of Bell Potter's expectations. Despite revenue falling below BP expectations, the outlook for FY24 was maintained amid a likely lift on new oilseed crush capacity.And Bell Potter has initiated coverage of SRG Global (ASX:SRG) with a buy rating and a price target of $1.30 amid strong short-to-medium term outlook for the leading diversified industrial services group, driven by Government-stimulated construction activity in the Infrastructure and Non-Residential sectors. 

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The sharemarket enjoys its best day of the year as unemployment rises and inflation in the US cools. Plus, Graincorp's CEO explains why profit fell at the wheat and oil processor, and Anglo American proposes a radical transformation.See omnystudio.com/listener for privacy information.

Wall St closed higher overnight as traders lifted Federal Reserve rate cut expectations. The Dow Jones closed 0.46% higher, the S&P 500 ended the trading session over 1% higher and the tech-heavy Nasdaq closed 1.19% in the green.Over in Europe, markets closed higher following the release of softer-than-expected US jobs data. Germany's DAX rose 0.96% and the French CAC and the FTSE 100 both gained nearly half a percent.Locally yesterday, the ASX200 closed 0.70% higher with the majority of the sectors closing in the green. The real estate and utilities sectors led gains, rallying 1.73% and 1.24% respectively. This was offset by the industrial sector which fell 0.18%.What to watch today:The Australian share market is set to open higher with the SPI futures suggesting a rise of 0.49% at market open this morning.On the commodities front this morning, Oil is trading 0.75% higher at 78 US dollars and 70 cents a barrel after Saudi Arabia rose crude prices for Asian customers, suggesting confidence in global energy demand. Gold is trading 0.98% higher at 2323 US dollars an ounce and iron ore is trading 0.04% lower at 118 US dollars and 3 cents a tonne.Trading Idea:Bell Potter maintains a buy rating on GrainCorp (ASX:GNC) despite slightly lowering its 12-month price target to $9.20. The buy rating is maintained by Bell Potter after the outlook for GNC is shifting towards the 2024-25 crop and potential La Nina development and what this means for FY25 earnings. Improved east coast prospects have emerged at a period when Northern Hemisphere crop conditions have arguably deteriorated and would be typically viewed as favourable for accumulation margins and oilseed basis.

General Advice only

Wall St fell overnight as Apple shares declined, pulling technology stocks down. The Dow Jones and the S&P 500 lost just over 1% each with the tech-heavy Nasdaq ending the session 1.65% in the red. Apple lost 3% following the release of a report from Counterpoint Research that showed iPhone sales in China plunged in the first six weeks of 2024. Other tech stocks such as Netflix and Microsoft also fell by more than 2% each with Tesla following suit, losing 3%.Over in Europe, markets closed lower as they struggle to find positive momentum with investors awaiting the ECB meeting later in the week. The STOXX600 ended the day down 0.27% with the majority of sectors closing lower with mining stocks falling 0.9% whilst the utilities sector added 1.8%. Germany's DAX closed 0.1% lower, the French CAC fell 0.3% and over in the UK the FTSE100 closed 0.08% in the green.Locally yesterday, the ASX200 fell 0.15% with the consumer discretionary and consumer staples sector leading losses down 1.21% and 1.05% respectively. This was offset by the health sector which gained 1% by the closing bell.What to watch today: The Australian share market is set to open lower, with the SPI futures suggesting a fall 0.26% at market open this morning.In terms of economic news, Australian GDP growth data will be released this morning with a forecast of 0.2% growth quarter on quarter, the same as its previous result.On the commodities front this morning, Oil is trading 0.65% lower at US$78.23 a barrel as uncertainties surrounding interest rates changes in major economies, add to market uncertainty. Gold is trading 0.7% higher at US$2129 an ounce and iron ore is trading 1.28% lower at US$116 a tonne. Trading Ideas: Bell Potter maintains a buy rating on GrainCorp (ASX:GNC) and has an unchanged 12-month price target of $9.30. The buy rating is maintained by Bell Potter as they continue to view the GrainCorp share price as not reflecting the underlying improvement in through the cycle earnings and GrainCorp has a stronger balance sheet position of $350m in net corporate cash.And Trading Central has identified a bearish signal in Australian United Investment (ASX:AUI), indicating that the stock may fall from the close of $9.91 to the range of $9.48-$9.56 on a pattern formed over 8 days according to the standard principles of technical analysis.

Victoria experiences a massive power outage, former Snowy Hydro CEO Paul Broad explains how fragile the state's power network is. Plus, CEO Matt Comyn on Commonwealth Bank's profit records, and GrainCorp slashes guidance by over 50 per cent.See omnystudio.com/listener for privacy information.

Over in Europe, markets started the week lower as investors in the European region prepare for the World Economic Forum in Switzerland. The STOXX600 fell 0.5% on Monday, while Germany's DAX closed down 0.49%, the French CAC lost 0.72% and, in the UK, the FTSE100 ended the day 0.4% lower. Germany's DAX closed in the red after fresh GDP data indicated the economy contracted 0.3% in 2023 amid rising interest rates, weaker domestic and foreign demand and high inflation in the region. Despite the 0.3% contraction in the region, Germany's GDP was still 0.7% higher in 2023 than pre-pandemic in 2019.Locally on Monday, the ASX was little unchanged with the key index closing the day down just 0.03% as a 2.11% surge in energy stocks was offset by losses among materials, healthcare and utilities companies.Uranium stocks have enjoyed an extended rally into the first trading weeks of 2024 as global sentiment around nuclear energy continues to rise. Locally, Boss Energy and Palandin Energy rose over 9% and over 7% respectively on Monday.On legal battles front yesterday, Santos and Qantas had very different outcomes that led to mixed reactions from investors. Santos shares rallied almost 4% after the mining giant received the green light to push ahead with laying the pipe at its $5.8bn Timor Sea gas project, after the Federal Court judge rejected cultural and environmental evidence from a group seeking to halt the project.Qantas shares on the other hand fell 4.44% on Monday on news that the airline is engaged in another legal case with its workforce over alleged underpayment of its aircraft engineers.What to watch today:Ahead of Tuesday's trading session on the ASX, the local market is set to open the day 0.3% lower, taking no lead from Wall Street overnight as the U.S. was closed for the Martin Luther King Junior holiday.On the economic calendar today, we can expect Westpac's consumer confidence data for January out this morning with the expectation of a slight rise by 0.5% for the first month of the year, that's down from a 2.7% rise that ended 2023 on a high for consumers.Looking at the commodities, oil is trading 0.1% lower at US$72.61/barrel, uranium is up 1.65% at US$92.50/pound, gold is up 0.26% at US$2054/ounce and iron ore is down 2.92% at US$133/tonne amid ongoing weak economic growth fears out of China.AU$1.00 is buying US$0.67, 97.07 Japanese Yen, 52.31 British Pence and NZ$1.08.Trading Ideas:Bell Potter has increased the price target on Santana Minerals (ASX:SMI) from $1.40 to $1.85 and maintain a speculative buy rating on the gold explorer and developer after the company released an update outlining it is awaiting one last batch of infill drilling results before commencing an updated Rise-and-Shine Mineral Resource Estimate. Bell Potter's re-rating follows an update on the outlook for gold price forecasts, a modification to Bell's Notional Development Scenario to confine the initial project development to an open pit mine development on the Rise-and-Shine deposit and an increase in exploration valuation to account for unutilised Mineral Resources.And Bell Potter has maintained a buy rating on GrainCorp (ASX:GNC) but has slightly decreased the 12-month price target on the end-to-end grain logistics company following a review of key drivers at the end of harvest season including improved soil moisture and tighter domestic wheat premiums. The reason for the slight decline in price target is due to NPAT expectation being reduced by around 4% in FY24 on lower assumed crush margins. 

Wall Street closed higher on Friday, extending on the November rally among equities in the US with each of the key indices posting a gain for a third straight week. The rally on Friday extended from the prior sessions on the back of softer-than-expected inflation data being released, boosting investor hopes that further rate hikes will be off the table. The Dow Jones added 0.01% on Friday while the S&P500 rose 0.13% and the tech-heavy Nasdaq added 0.08%.Shares in clothing retailer Gap soared 30% on Friday, a day after the company posted better-than-expected results for the third quarter. While on the other end of the market, EV charging network ChargePoint tanked 35% after the company announced a change up to its product suite and cut forecast for third-quarter revenue.Over in Europe, markets closed higher on Friday following the release of eurozone inflation data indicating a sharp slowdown, with October's YoY inflation reading coming in at 2.9% compared to 4.3% in September. The STOXX600 rose 1%, Germany's DAX added 0.84%, the French CAC added 0.91%, and, in the UK, the FTSE100 rose 1.26% boosted by a 0.3% decline in retail sales figures to the lowest level since early 2021.Locally on Friday, the ASX200 fell 0.13% as a sharp decline in the price of oil sparked a sell-off in energy stocks, with the sector ending the day down 1.6%. Industrials and tech stocks offset some of the session's heavy losses with 0.45% and 0.43% gains respectively.Gold miners rallied on Friday on a rise in the price of the precious commodity, with Northern Star Resources, Evolution Mining and Bellevue Gold each rising over 3%.Telix Pharmaceuticals and NextGen Energy were two beneficiaries of the Sohn Hearts & Minds Conference last week after industry experts said the healthcare stock and uranium stock were undervalued and the top stock pick, respectively at the conference.What to watch today:Ahead of the local trading session here in Australia the SPI futures are expecting the local market to open the new trading week 0.4% higher.On the commodities front this morning, oil has rebounded to trade 4.1% higher at US$75.89/barrel, gold is down 0.04% at US$1980.01/ounce and iron ore is down 0.38% at US$132.50/tonne.1 Aussie dollar is buying 65 US cents, 97.40 Japanese Yen, 52 British Pence and 1 New Zealand dollar and 9 cents.Stocks trading ex-dividend today include Silk Laser Australia and Tamawood. If you've been thinking about these stocks, it might be worth considering buying in today as stocks trading ex-dividend generally trade lower on the ex-dividend date.Trading Ideas:Bell Potter has increased the 12-month price target on GrainCorp (ASX:GNC) from $9.45 to $9.55 and maintain a buy rating on the leading Australian grain facilitation company following the release of the company's FY23 results including underlying NPAT slightly above Bell Potter expectations at $268.9m, revenue up 5% to $8.23bn which topped Bell Potter expectations and lease adjusted operating cash inflow of $534.6m, which is above the inflow of $407.1m in FY22.And Trading Central has identified a bullish signal on ClearView Wealth (ASX:CVW) following the formation of a pattern over a period of 278 days which is roughly the same amount of time the share price may rise from the close of $0.58 to the range of $0.69 to $0.71 according to standard principles of technical analysis.

The government cuts 50 road & rail infrastructure projects; the unemployment rate climbs to 3.7%; Graincorp sees its farmers making it through tougher conditions; a fight brews over Smart TV real estate; the 2023 Asian-Australian Leadership Awards are announced; and Tony Sycamore joins us for the Market Wrap.   Hosts: Scott Haywood Executive Producer: Tom Storey Technical Producer: Michael Robertson Publisher: Nine RadioSee omnystudio.com/listener for privacy information.

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Wall St rallied overnight as treasury yields fell which saw the Dow Jones have its best day since June, ending the session up 1.7%. The S&P 500 and the tech-heavy-Nasdaq followed suit, gaining 1.89% and 1.78% respectively at the closing bell. All 11 sectors in the S&P 500 ended the day in the green, led by gains in the energy and real estate sectors.US treasury yields dropped to 4.67%, after the benchmark yield topped 5% last month.US Data was released overnight showing easing inflation and a slowing labour market, which added to investor confidence that the Federal Reserve may be done raising rates for the time being.Over in Europe, markets closed higher, following investor reaction to the Federal Reserve holding rates over in the US. The STOXX 600 ended the day 1.6% higher with all sectors positive, led by auto stocks up 3% and tech stocks up 2.7%. Germany's DAX ended the day up 1.48%, the French CAC closed the trading session up 1.85% and over in the UK the FTSE 100 gained 1.42%.Locally yesterday, the ASX 200 finished 0.9% in the green led by the information technology and real estate sectors which gained 3.23% and 2.35% respectively. However, this was offset by the utilities sector which lost 3.83% on Thursday.What to watch today:The Australian share market is set to open higher, with the SPI futures suggesting a rise of 1.23% at the open this morning, extending the green run into the final trading session of the week.In terms of economic data,US Non-Farm Payrolls data is set to be released after Australian market close with a forecast of 180,000 new jobs added to the US economy in October which is down from the 336,000 recorded in September.And US unemployment rate data will also be released with a forecast to remain steady at 3.8%.On the commodities front this morning,Oil is up 2.51% to 82 US dollars and 46 cents a barrel, following the Federal Reserve's decision to maintain rates. Gold is up 0.18% to 1985 US dollars an ounce and iron ore is up 0.81% to 124 US dollars and 50 cents a tonne.Trading Ideas:Bell Potter maintains a buy rating on Graincorp (ASX:GNC) and maintains the 12-month price at $9.45 on the agricultural stock. The buy rating is maintained as the share pricing in a material retracement is below normalised crop level earnings and there is also a potential utilisation of surplus capital through investment in new oilseed crush capacity that lifts the sustainable earnings base.And Trading Central has identified a bullish signal in Pacific Current Group (ASX:PAC), indicating that the stock price may rise from the close of $9.91 to the range of $11.20-$11.70 on a pattern formed over 26 days according to the standard principles of technical analysis.

It's another one of your favourite episodes with Candice and Felicity delving into current market sentiments, highlighting both bullish and bearish trends, before giving us two investing ideas. Bullish indicators include the S&P being oversold, strong M&A activity, and positive labor news. On the flip side, bearish signals involve hawkish tones from the Fed, upward pressure on rates, and a shift in investor sentiment towards safer assets. Candice brings her new investment idea - Uber, an international growth company trading below its IPO price but at a higher valuation, and reiterates CSL as a buy - known for its strong performance in revenue, margin, and cash flow. RMD, another stock in the sector, has become less attractive due to uncertainties around obesity drugs and a significant 6-month sell-off of 30%. Felicity pitched a new idea in GrainCorp a leading Australian agribusiness and processing company, with integrated operations across four continents and a proud history of delivery for customers for more than 100 years. Then she reiterates a buy for IGO - the mining and metals industry supports nearly half of the world's economic activity according to some estimates, providing the raw materials that make life possible for nearly eight billion people.Follow Talk Money To Me on Instagram, or send Candice and Felicity an email with all your thoughts here. Felicity Thomas and Candice Bourke are Senior Advisers at Shaw and Partners, and you can find out more here. *****In the spirit of reconciliation, Equity Mates Media and the hosts of Talk Money To Me acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. *****Talk Money To Me is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697.Talk Money To Me is part of the Acast Creator Network. Hosted on Acast. See acast.com/privacy for more information.

Replanting wine grapes, Graincorp on China barley and Victorians win big at Mt Isa rodeo

In this week's Espresso, we cover news from, Nubank, Despegar, Apprenty, and more!Outline of this episode:[00:28] – IRSA announces the launching of Shefa[00:40] – ZoomAgri secures a $6M Series A round[00:53] – Apprenty secures a $1.6M round[01:07] – Despegar partners with Binance Pay and Inswitch[01:21] – Vetalia closes a $10M round[01:38] – Tenpo launches a new credit card[01:49] – Nubank reaches 85M customers in Latin America[02:01] – Licify secures $3.4M Seed round[02:17] – Bright raises $35.5M Series C round[02:35] – Latamlist's featured articles[02:53] – Crossing BordersResources & people mentioned:Startups: ZoomAgri, Apprenty, Despegar, Vetalia, Tenpo, Nubank, Licify.VCs: Shefa, GrainCorp, GrainInnovate, Canary, Brick & Mortar Ventures, Accion Venture Lab.People: Pedro Pablo del Campo

It was a mixed session in the US on Friday as investors digested the latest slew of earnings results and the Dow Jones extended its rally to 10 sessions, the longest for the key index since 2017. American Express shares slipped around 4% on Friday after the company reported second quarter revenue of US$15.05bn which fell short of analysts' expectations at US$15.48bn. Corporate earnings so far have been mixed with 75% of S&P500 companies that have reported, exceeding analysts expectations according to FactSet. For the week, the Dow Jones rose 2.08%, the S&P500 added 0.7% and the tech-heavy Nasdaq fell 0.57% over the 5 trading days. Over in Europe on Friday, a results-driven rally fuelled markets to close higher in the region as investors responded to key corporate earnings results released. UK retail sales data for June was released on Friday coming in at a rise of 0.7% month-on-month, in a sign UK consumer spend remains resilient despite rising inflation and interest rates. Swiss miner Glencore released results on Friday including profits around US$4bn as the commodity market continues to normalise after a particularly strong 2022. Europe's earnings season ramps up into full swing this week with key Pharmaceuticals, banks and automotive companies releasing results. On Friday the STOXX600 rose 0.3%, Germany's DAX fell 0.17%, the French CAC rose 0.65%, and, in the UK, the FTSE100 rose 0.23%.Locally on Friday, the ASX200 closed the last trading session of the week down 0.15%, weighed down by a 2.73% sell-off in the technology sector while energy stocks offset some of the heavy losses, closing up 1.3% at the session's end. The local tech sell-off followed a slide in the Nasdaq on Wall St on the back of a disappointing revenue forecast out of Netflix and Tesla reporting a drop in tis gross margins.What to watch today:Ahead of the local trading session here in Australia, the SPI futures are anticipating the ASX to open the new trading week up 0.4%.Looking at commodities this morning, oil is trading almost half a percent lower at US$76.75/barrel, coal is up 0.76% at US$133/tonne, gold is up 0.04% at US$1962.57/ounce and iron ore is down 0.85% at US$116/tonne. AU$1.00 is buying US$0.67, 95.42 Japanese Yen, 52.36 British Pence and NZ$1.09.This week we may see some market movements following the release of key economic data including Australia's annual inflation rate data for Q2 out on Wednesday with consensus expecting a fall from 7% in Q1 to 6.2% in Q2. Overseas, the US interest rate decision is out on Thursday with the expectation of the Fed's to announce a 25-basis point rate hike, which will take the cash rate in the US to 5.5%. Trading Ideas:Bell Potter has decreased the price target on Coronado Global Resources (ASX:CRN) from $2.15/share to $2/share and maintain a buy rating on the coal miner and producer following the release of the June trading update including quarterly saleable coal production of 4.5 million tonnes and sales volume of 4 million tonnes. This was an improvement on the prior weather impacted quarter however revenue fell 5% quarter-on-quarter driven by lower index and realised prices. Net cash for the company also fell from US$256m to US$192m over the quarter, and Bell Potter expects a lift in second half production and CAPEX which are the factors contributing to the price target decline to $2/share.And Trading Central has identified a bullish signal on GrainCorp (ASX:GNC) following the formation of a pattern over a period of 180-days which is roughly the same amount of time the share price may rise from the close of $8.12 to the range of $9.60 to $10 according to standard principles of technical analysis. 

In this episode of Getting to Aha!, Darshan Mehta is joined by Luka Popovac, Head of Customer Experience at GrainCorp. They discuss why businesses need to change their way of thinking when it comes to customer experience; why businesses need to be more straightforward with their customers; and how to make customer experience the key driver of your decision making

In this episode of The Leadership Lounge, we discuss Global Leadership conversations with TDL. Clint has 15 years' experience driving transformational change for organisations. He is highly skilled at custom designed leadership solutions engaging a range of stakeholders to deliver innovative and tailored coaching/development programs to drive long-term behaviour change and improve leadership culture in organisations to boost business performance. Organisation he has coached and provided professional development for: Australian Government, NSW Government, Manchester Utd, St Helens RFC Qantas, Jetstar, BT Financial Services, The Australian Turf Club, Toyota, PMC Property Buyers, SILK Laser Clinics, GrainCorp, Open Colleges, AHEIA, James Cook University, CQ University, ACU, The University of Notre Dame. Clint: Clint's success has been underpinned by his unique experience developing Global, National and Military leaders. He takes an evidence-based approach and combines it with practical, action orientated steps to close the ‘knowing doing' gap. He focusses on intentional leadership to increase self-awareness, build relationships and align teams to enable improved team and organisational results. Clint has a broad base of experience and tools spanning higher education, logistics and supply chain, health care, automotive, sports, entertainment, agriculture, corporate services and armed forces. He has worked with front line managers to senior executives influencing and building important relationships to deliver results. Clint is a International Coaching Federation (ICF) Associate Certified Coach (ACC), studying his MBA and is a member of the AHRI and AITD. He is qualified in an array of psychometric testing tools and vast experience in 360-degree feedback surveys. Steve Mellor: A native of England, Steve has spent most of the 2000's in the US as a collegiate swimmer and swim coach. He spent 4 years as a student-athlete at North Carolina State, and coached 2 years there also. He then moved into coaching full time and spent almost a decade as the Associate Head Coach with the Louisiana State University Swim Team. During his swim coaching career he guided athletes to the heights of NCAA and SEC Swimming, and was able to guide LSU's first ever American swimmer to an Olympic team in Brooks Curry who went on to win an Olympic Gold Medal. In October of 2021, Steve turned his passion for optimizing individual performance into founding his company, Career Competitor LLC. where he serves as a Performance Coach & Culture Consultant. The company was built off a four-year old podcast also titled Career Competitor where former athletes discuss how they optimize performance in a specific field by utilizing competitive and athlete-minded characteristics. With a Bachelors of Arts in Communications, a Master's of Science in Management from NC State, Steve brings both his educational background and years of elite coaching into his work today. Driven by the intention to best serve the unique needs of each client, Steve's mission is to facilitate the personal growth of those he works with to help reveal and commit to their optimal self. ----- Website: https://www.tdlfuture.com/ LinkedIn: https://www.linkedin.com/company/tdl-future/ Instagram: tdl_future Subscribe now on your favorite podcast platform - new episodes are released every Wednesday!

Australia and New Zealand's land-based agricultural industries have set ambitious sustainability targets for the future. In this episode we've got a reality check- looking beyond sustainability frameworks in agriculture, industry experts share the realities of their progress beyond frameworks and targets, what keeps them up at night, and how producers can be part of the solution. Involved in this conversation is Michael Anderson, Head of Sustainability, GrainCorp, Bridgit Hawkins, Chief Sustainability Officer, CropX, and Anna Speer, Managing Director, Greenstock- Woolworths Group's stand-alone red meat business. The panel is facilitated by The Australian's Rural Reporter, Charlie Peel. evokeAG 2023 examined how global agrifood innovation and tech intersect to drive change for our food, farmers, and the natural resources which sustain them.Save the date for evokeAG 2024 on 20-21 February 2024 in Perth, Western Australia. In the meantime catch up on the other conversations about sustainability, climate resilience and the role of agtech in meeting those challenges from evokeAG 2023 here.

The ASX started the week on a positive note closing yesterday's session in the green. Utilities led the market yesterday, while tech stocks came under pressure. Gold stocks were also sold off with the price of the commodity down almost half a per cent.Energy stocks advanced on the price of oil rallying more than 2% on Friday following strong earnings results out of the U.S. Yesterday however, oil fell 1.4% to trade below US$76/barrel on weak Chinese manufacturing activity data.Overnight, US equities declined as investors prepare for the Fed's meeting. Investors were focused on the banking sector, following the announcement that JP Mogan won the auction for First Republic Bank. On another note, investors are also watching out for news on the debt ceiling, after Treasury Secretary Janet Yellen warned the US may run out of measures to pay its debts as early as June 1st. What to watch today:Following New York overnight, the SPI futures are suggesting the Australian market will open 0.07% lower this morning. In commodities: Oil has extended a two-week decline, as unexpected weak manufacturing Chinese data raised demand concerns for the crude importer. Iron ore continues to decline due to the low demand from Chinese steelmakers. Looking at the gold price – overall for April, the gold price increased for the second consecutive month. Currently however, gold is trading lower as investors await another rate hike by the Fed this week. The Fed is widely expected to raise rates by 25 basis points on Wednesday, in response to robust US economic data and persistent inflationary pressures. That brings us over to economic news this week, as other central banks including the European Central Bank and the RBA are also announcing monetary policy decisions this week. At 2:30pm today, the RBA will announce the latest interest rate decision for May with much of the market now expecting a second consecutive pause.Trading Ideas:Bell Potter have upgraded their recommendation on GrainCorp (ASX:GNC) from a Hold to a Buy, and maintain their price target of $8.00. At the stock's current share price of $6.95, this implies 15.1% share price growth in a year. Trading Central has identified a bearish signal in oOh media (ASX:OML) indicating that the stock price may fall from the close of $1.61 to the range of $1.50 to $1.52 over 20 days, according to the standard principles of technical analysis. 

Docket F1 Melbourne update Asahi to close Green Beacon Production Brewery - https://craftypint.com/news/3105/asahi-to-close-green-beacons-geebung-production-brewery Jim's mowing beer (Hendo live reaction) - Jim's Lawn Lager on Channel 10 news! Free Deez Nuts - https://www.bintani.com.au/blog/2023/03/17/Introducing%20the%20Bintani%20Nut%20Bar ChatGPT content reach experiment starts today. Last 2 week average 1,038 - Hendo predicts over 3,000 Both Dan and Hendo have written a CMS in ASP….who would have thunk it? AI-generated beers: https://blackhops.com.au/using-ai-to-design-black-hops-beer-cans/ https://www.facebook.com/dainton.beer/posts/601702278667627 https://www.linkedin.com/in/james-watt-21a5a912b/ 12 questions https://www.facebook.com/groups/bossandthebrewer/posts/979274883456226/ Grain takeover - https://www.graincentral.com/news/soufflet-launches-takeover-bid-for-united-malt-group/ Podcast summary (created by Chat GPT) Dan and Hendo discussed the technical difficulties with Dan's laptop stand, which led to them considering using a lexicon half coaster to balance it. They joked about whether Paul, who listens to the show, would notice or care. After trying to find other solutions, Dan ripped up a book written in a foreign language to use as a makeshift stand. The conversation then turned to writing books, with Hendo expressing interest in writing one. Dan offered to help with the formatting and Amazon logistics, and mentioned that he knew a graphic designer who specialized in book covers. They also discussed drinking beer and lamented the possible closure of a local brewery. At one point, they shared photos of their beers, with Hendo showing off his "Belgium Botax" ale in honor of his favorite driver. Dan took a screenshot of both photos to share on social media. Hendo predicts that Daniel Ricciardo will take Checo's seat in Red Bull by 2024, and they both agree that Max is a fast racer. They also talk about their plans to go to Melbourne and visit a brewery. They briefly mention a previous discussion about driver of the day, with Dan choosing Alonso and Hendo choosing Gly, but neither of them won. They make their predictions for driver of the day for an upcoming race, with Hendo choosing "badass" and Dan choosing Max. Dan and Hendo discuss the recent acquisition of a brewery and how it does not make sense for a big company to own any brewery other than the massive production breweries they already have. They mention that there is an immediate need for more production and that's why the smaller breweries are being bought out. They also discuss the impact on employees who may have to relocate and how it affects their passion for working in a smaller brewery versus a bigger production facility. Dan expresses concern about big companies buying out smaller breweries and shutting them down. They briefly talk about the promise of a stone and wood brewery in Mebo and why it doesn't make sense for them to build it. Finally, they discuss the purchase of land and the value of property development when you are a big brewery. Two people are discussing watching a Jim's Mowing video without infringing copyright. They discuss the need for visible faces and sharing sound. They go on to discuss a mowing franchise and its new beer. They joke about the brand and the possibility of making it with the scent of freshly cut grass. They mention that the beer is crafted and not mass-produced, and one of them mentions that it has a good taste, although they themselves do not drink. Hendo and Dan discuss films that Hendo recommends watching. He suggests that Meet The Feebles Too Old and Brain Dead are must-see films, especially if they are more than 15 years old. Hendo goes on to explain that Brain Dead is a spatter movie, and they used to show it at a cinema in Woo and gaba during the midnight screening. He recalls a scene where custard is being eaten, and body parts are falling into it. Dan mentions that he saw a TikTok video where an actor who played Sarah was cut out of the last Lord of the Rings movie, but he recommends watching the director's cut version to see his performance. Hendo expresses his dislike for the trilogy and thinks the characters Saruman and Gandalf look the same. The conversation then turns to Jim Penman and his lawn mowing business, Jim's Mowing. Hendo praises Jim for being a good businessman and caring about his business. Dan suggests that Jim and Tim Cooper could be the same person with a different mask, which prompts Hendo to joke about copyrighting the color green. Hendo and Dan talk about a giant salted nut roll that weighs a pound and has marshmallow in the middle. They discuss making it into a protein-packed snack and joke about their experiment using Chat GPT to amplify their content. They also briefly talk about AI beers made by Dayton and BrewDog. Hendo offers to transcribe the video file, but it will have spelling mistakes and ums and rs. Dan suggests using Chat GPT to fix it. Hendo and Dan discuss a beer recipe. Hendo goes over the recipe for a hazy grapefruit XPA called Sunset Haze. He lists the ingredients, the mash process, and the yeast targeted water profile to create a soft, juicy mouthfeel. Hendo also mentions the dry hopping process and the importance of cold crashing the beer to clarify it. He suggests a CO2 volume of 2.4 for carbonation. The conversation then shifts to a plugin thing called ChatGBT, which provides random ideas for modern beers. Hendo and Dan discuss the benefits of using the plugin for design and name suggestions. They also touch upon the idea of creating something new versus taking inspiration from others. Hendo points out that the Sunset Haze recipe is similar to other beer recipes and doesn't show a lot of creativity. Dan questions the need for creating something entirely new and wonders how much innovation is happening in beer brewing. The hosts discuss the security issues they faced in the early days of web development, and mention some of their clients including Buckingham Palace, Kia, and Alpha Romeo. They also discuss the risk of rebranding, citing Mazen's pinstripe cans of Hawkers as an example. The hosts remind listeners to use proper punctuation and grammar when submitting questions to their Facebook group, where they ask and answer 12 questions each week. They then proceed to answer a question from Adam Shell about whether rebranding can damage a brand. Dan and Hendo discuss who could potentially buy the Green Beacon facility. Dan suggests that a major brewery could buy it, shut it down, and scrap the equipment. They both agree that it is unlikely to be sold to a competitor, as Ashi sees all craft brewers as competitors. They then discuss the highest finishing Australian in F1, F2, and F3. Jack Doin is mentioned to be in F2, but they are unsure about F3. They discuss the technical specs of F2 cars and note that they are all identical, making it a driver-focused sport. They agree that F2 is exciting to watch. They talk about flying with Hen's favorite airline alliance, their opinions on a takeover bid for United Malt Group, and Francis Sole's recent actions. They discuss the bid and how it would create the world's largest maltster. They also mention GrainCorp, Barrett Burston, and Crime Malt, all of which are involved in the takeover bid. They also mention Louie G and how he breaks news. Dan and Hendo find the news to be significant and noteworthy. Dan and Hendo discuss various topics, including flying with Hendo's favorite airline alliance and a takeover bid for United Malt Group by Sule, which would create the world's largest maltster. They also talk about Louie G, who seems to have broken the news about the takeover bid, and how he always seems to know everything. The discussion is casual, with lots of back-and-forth between the two hosts, and some parts are difficult to understand due to unclear speech and background noise. Chat GPT Result # Grapefruit Hazy XPA Recipe ## Name Suggestion **Sunset Haze** ## Design Elements * Vibrant sunset colors (yellow, orange, and pink) inspired by the grapefruit hues * Silhouette of a hop plant at the forefront, with grapefruit slices and a stylized sun in the background * Black Hops Brewing logo prominently featured with a grapefruit twist ## Batch Size 50 hectoliters (HL) ## Ingredients ### Malt * 4700 kg Pale malt (2-row) * 400 kg Wheat malt * 300 kg Flaked oats * 200 kg Munich malt * 100 kg Carapils malt ### Hops * 4 kg Citra (First Wort Hops) * 4 kg Amarillo (Whirlpool, 15 minutes) * 4 kg Simcoe (Whirlpool, 15 minutes) * 8 kg Citra (Dry hop, 3 days before packaging) * 8 kg Amarillo (Dry hop, 3 days before packaging) * 8 kg Simcoe (Dry hop, 3 days before packaging) ### Yeast * London Ale III (Wyeast 1318) or equivalent ### Water * Target a water profile with a chloride to sulfate ratio of 2:1 for a soft, juicy mouthfeel ### Additives * 20 kg Grapefruit puree (Secondary fermentation, added after primary fermentation) ## Process ### Mash 1. Mash in with 52.5 HL of water at 68°C for 60 minutes. 2. Mash out at 76°C for 10 minutes. 3. Sparge with 60 HL of water at 76°C to collect 112.5 HL of wort. ### Boil 1. Boil wort for 60 minutes. 2. Add Citra first wort hops as the wort comes to a boil. 3. At flameout, start the whirlpool and add Amarillo and Simcoe whirlpool hops. 4. Chill wort to 19°C before transferring to the fermentation vessel. ### Fermentation 1. Aerate wort and pitch yeast according to manufacturer's instructions. 2. Ferment at 19°C until the gravity stabilizes, approximately 7-10 days. 3. Add grapefruit puree to the fermenter, being careful to minimize oxygen exposure. 4. Allow fermentation to continue for an additional 3-5 days or until gravity stabilizes. 5. Add dry hops (Citra, Amarillo, and Simcoe) 3 days before packaging. Use a hop bag or other method to contain the hops for easy removal. 6. Cold crash at 2°C for 48 hours to help clarify the beer and drop out yeast and hop particles. 7. Package the beer in kegs or bottles, and carbonate to a target CO2 volume of 2.4. Enjoy your refreshing and hazy Grapefruit Hazy XPA, "Sunset Haze"! Cheers!

On the latest episode of Talk Ya Book, Chris Judd welcomes back Nick Quinn from Spatium Capital. Nick shares his insights on the current volatile market and why it's a good time for investors with shorter term investment time frames. He then talks us through three stocks he sees interesting set ups in - Coronado Global Resources Resources, Insignia Financial and GrainCorp. Proudly presented by Honan Insurance (www.honan.com.au) and Marketech (https://marketech.com.au/focus/).See omnystudio.com/listener for privacy information.

To learn more about their collaboration and the role that technology can play in the commodities industry, Trade Finance Global (TFG) spoke with Peter Johnston (PJ), senior manager digital and agtech at GrainCorp, and Sean Birrell, CTO and co-founder of Veridapt. To read more:  https://www.tradefinanceglobal.com/posts/agriculture-beyond-iot-technology-transcending-industry-silos/

China's reopening is sending mixed messages to investors, with some concerned about the way the nation will manage its quick lifting of restrictions and the impact to growth, while others say it's an opportuntiy. SBS Finance Editor Ricardo Gonçalves speaks with Hebe Chen from IG Markets Securities Limited for more. Plus Charlie Page chats to GrainCorp's Chief Operations Officer Klaus Pamminger as agri product prices surge and exports to China.

GrainCorp posts record 2022 profit but floods devastate the NSW crop and wet weather has meant downgrades to much of Queensland's grain.

The Australian sharemarket fell slightly for a third day, with gains from major miners offset by losses from the banks. Nufarm, Aristocrat Leisure and GrainCorp all released profit results.   This report is approved and distributed in Australia by Commonwealth Securities Limited ABN 60 067 254 399 AFSL 238814 (CommSec) a wholly owned but non-guaranteed subsidiary of the Commonwealth Bank of Australia ABN 48 123 123 124 AFSL 234945 (the Bank), and a Market Participant of the ASX Limited and Cboe Australia Pty Limited, a Clearing Participant of ASX Clear Pty Limited and a Settlement Participant of ASX Settlement Pty Limited. The information contained within this report is general in nature and has been prepared without taking account of the objectives, financial situation or needs of any particular individual. Any advice contained in this document is general advice only. Before making any investment decision, and before acting on any information in this report, you should consider the appropriateness and suitability of the information to your own needs and if needed, seek professional investment advice. Past performance is not a reliable indicator of future performance. For certain products, you should also consider the relevant Product Disclosure Statement or prospectus in deciding whether to acquire that product. CommSec, our employees and agents may receive commission and fees from transactions involving securities and other investments referred to in this report. We have effected or may effect transactions for our own account on securities and other investments in this report and may make investment decisions that are inconsistent with the recommendations or views in this report. Please see relevant CommSec disclosures at www.commsec.com.au/disclosures. This report is produced by Commonwealth Securities Limited based on information available at the time of publishing and any opinions, statements or recommendations contained herein are subject to change without notice and do not reflect the view of CBA Group or any other employee within CBA Group.  We believe that the information in this report is correct and any opinions, conclusions or recommendations are reasonably held or made as at the time of its compilation, but no warranty is made as to accuracy, reliability or completeness.  To the extent permitted by law, neither CommSec, the Bank nor any of its subsidiaries accept liability to any person for loss or damage arising from the use of this report. This report is under copyright to CommSec and the Bank and may not be used without their prior consent.   Data in this report is sourced from third party providers and is provided for information purposes only. Any reliance on this data when deciding to buy/sell stocks is at your own risk and CommSec is not liable for any losses you may incur. CommSec does not give any representation or warranty as to the reliability, accuracy or completeness of any third party material nor does it accept responsibility for errors or omissions in third party material. Charts display historical prices that may have been adjusted for corporate action activity. Adjusted prices may differ to actual historical prices when looking at a stock's course of sales or historical closing prices.

In this episode Katie Litchfield speaks to Robert Spurway, the CEO of GrainCorp, a leading global agribusiness, which helps to supply the world with grain. WeQual's mission is gender equality at the top of the world's largest companies. Katie Litchfield, WeQual Founder, talks with global CEOs about why it is taking so long to achieve gender equality and what they are doing to close that gap. Website WeQual Global Member Site LinkedIn

In the first quarter of this year Western Australia's feedlot sector has increased 83 per cent to 73, 500 head of cattle. The state's capacity, or the amount of cattle allowed to be put into feedlots, has also significantly increased over the last year, up 30 per cent to almost 93, 000 head. WA has now overtaken Victoria as the third major player in the industry after Queensland and New South Wales. A perfect storm of high livestock prices, property prices and a good season has seen Elders deliver strong growth in the first half of the year. East coast bulk grain handler, Graincorp has announced a multi-million dollar expansion to its storage capacity ahead of an expected bumper crop.

Graincorp posted a record half-yearly profit of $246 million off the back of a reduction in Ukrainian grain supplies and a bumper winter crop harvest. See omnystudio.com/listener for privacy information.

Southern Queensland wheat farmer Philip Coggan from Westmar said he's quite positive about the start of this year's wheat planting with excellent prices and good soil moisture it could be an excellent year and Graincorp's regional manager in Queensland Brad Foster said it has been a big job readying the company's grain receival sites to handle the huge influx expected.

The CSIRO is teaming up with Graincorp and food processor V2 in a multi million dollar program to develop plant based food products, and a New Zealand hemp fibre processor says they are processing hemp using the wool fibre plants to make useful products from the crop grown there