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ASX 200 jumps to a record high before seeing profit taking creep in and close up only 5 to 8592 (0.1%). News from the UK on the trade talks were lacking in detail, US futures weaker before the CPI number tonight. Banks eased back with CBA off 0.3% and the Big Bank Basket down to $284.04 (0.2%). MQG fell 0.6% with insurers slightly weaker. REITs were firm, GMG up 0.2% and VCX up 2.4%. Industrials mixed, WES fell 0.6% with QAN falling 1.3% in news it was closing Jetstar Asia. Tech steady with REA up 0.6% and XRO falling 2.3%. Resources were interesting again, BHP rallied 1.5% with FMG up 3.5%, gold miners fell again despite bullion rising, lithium stocks squeezed higher, PLS upgraded its MRE, up 5.6% and MIN rallying again up 3.2%. Uranium stocks fell, PDN was off 2.7% and LOT was down 8.6%. WDS and STO better, with BPT down 7.5% on a broker downgrade. In corporate news, ZIP raced 15.5% ahead on another guidance upgrade, JLG revealed a NBIO with no price tag attached. MVF bounced after the drubbing yesterday and FBU rose 10.0% on M&A talk. Nothing on the economic front. Asian markets better on trade talk, Japan up 0.4%, HK up 1.1% and China up 0.9%.10-year yields steady at 4.29%.Want to invest with Marcus Today? The Managed Strategy Portfolio is designed for investors seeking exposure to our strategy while we do the hard work for you. If you're looking for personal financial advice, our friends at Clime Investment Management can help. Their team of licensed advisers operates across most states, offering tailored financial planning services. Why not sign up for a free trial? Gain access to expert insights, research, and analysis to become a better investor.
ASX 200 kicks off the week in style, up 72 points to 8587, a new record. Banks kicked again with CBA up 1.2% and NAB running 1.5% higher. The Big Bank Basket up to $284.50 (1.2%). MQG kicked 1.1% with financials generally doing well, IFL up 0.9% and ZIP up 6.4% on BNPL reforms. REITs also in demand, GMG up 2.1% and MGR better by 2.2% with healthcare better too, CSL up 0.9%. Retail stocks rallied as JBH gained 2.1% and ALL up 3.6% and tech stocks in demand, WTC up 2.4% and XRO rising 1.8% with the all-tech index up 1.6%. In resources, iron ore miners mixed, gold miners sold down aggressively, GMD off 1.3% with EVN down 3.8% and shorts in the lithium space gaining momentum. PLS up 5.5% and LTR up 4.8% with MIN gaining 5.1%. Rare earth stocks remain in favour and oil and gas stocks better. Uranium stocks tried to put in another stellar day but off the highs, PDN up 3.6% and BOE up 2.1%. In corporate news, ASB rallied another 7.3% as the US approved Hanwha holding. NXT up 5.2% on Malaysian expansion plans. MVF cratered 26.9% on another clinical issue. JLG in a trading halt pending a change of control announcement. Nothing on the economic front, Asian markets slightly higher, Japan up 0.2% and HK down 0.5% and China down 0.6%. 10-year yields at 4.26%, steady. Want to invest with Marcus Today? The Managed Strategy Portfolio is designed for investors seeking exposure to our strategy while we do the hard work for you. If you're looking for personal financial advice, our friends at Clime Investment Management can help. Their team of licensed advisers operates across most states, offering tailored financial planning services. Why not sign up for a free trial? Gain access to expert insights, research, and analysis to become a better investor.
“Even though this is a book about snake girls and lizard boys — it's about universal experiences: we can't change what's happening, but you never know when being kind will change somebody else. ,” Jonathan Hill's an award-winning cartoonist, illustrator, and educator in Portland, Oregon — and a returning guest - to celebrate the launch of his latest graphic novel: “Lizard Boy 2: The Most Perfect Summer Ever.” While the sci-fi title might have you scratching your head, this YA sequel is actually a beautiful, compelling story of self-acceptance, community, and family — we can't recommend it enough for parents and kids alike, as well as it's prequel “Tales of a Seventh-Grade Lizard Boy.” Jonathan is HALF Vietnamese American - and while the story is about an immigrant family, community acceptance, and belonging - Jonathan's work, his characters and their journey are important for all of us to be reading at this particular moment in our nation. Jonathan's work has been published by Walker Books, First Second, and Oni Press - and featured at ABC New Voices, YALSA and JLG selections, and won awards like the 2012 Carla Cohen Free Speech Award, the 2021 Believer Book Award for Graphic Literature, and the 2022 Junior Library Guild Selection. Jonathan's also an accomplished cartoonist with clients like Microsoft, the Portland Trailblazers, the Viet Nam Literature Project, the Inlander, Fantagraphics Books, Dark Horse Comics, Tor.com, The Believer Magazine, Literary Arts, and Powell's City of Books. AND he's been the staff illustrator to The Asian Reporter since 2007. Jonathan also teaches comics and visual narrative - having taught at the Pacific Northwest College, the Oregon College of Art and Craft. He graduated as valedictorian from the prestigious Savannah College of Art & Design, and currently serves on the Board of Directors of Literary Arts and chairs the Youth Programs Advisory Council. Jonathan's an important voice, creating important work for not just our kids, but for all of us to be learning from — so be sure to check out his work. LEARN MORE oneofthejohns.com/one-of-the-johns instagram.com/oneofthejohns BOOK 1: Tales of a Seventh-Grade Lizard Boy - penguinrandomhouse.com/books/714742/tales-of-a-seventh-grade-lizard-boy-a-graphic-novel-by-jonathan-hill-illustrated-by-jonathan-hill/ BOOK 2: Lizard Boy 2: The Most Perfect Summer Ever - penguinrandomhouse.com/books/774237/lizard-boy-2-the-most-perfect-summer-ever-by-jonathan-hill-illustrated-by-jonathan-hill/9781536216479/ MENTIONS OUR FIRST CHAT (May 2023): podcasts.apple.com/us/podcast/jonathan-hills-tales-of-belonging/id1507595726?i=1000613932953 COMIC: Speechless: A Graphic Novel (Aron Nels Steinke): goodreads.com/book/show/210563340 MUSIC: Neko Case - https://www.allmusic.com/artist/neko-case-mn0000381371 MUSIC: Kim Deal's New Album - https://kimdeal.bandcamp.com/album/nobody-loves-you-more Learn more about your ad choices. Visit megaphone.fm/adchoices
A quiet muted start to the week with the ASX rising a modest 16 points to 7964 (0.2%) as US futures pointed to another tricky US session ahead. Banks were flat with the Big Bank Basket easing to $241.33 (-0.3%). MQG down another 0.4% with insurers looking better as Cyclone Alfred was downgraded. REITS improved led by GMG up 0.6% with some bottom fishing taking place. Industrials a mixed bag too, QAN off 1.7% and ALL down 0.5% with retail steady, APE rose 3.3% with JBH up 0.8%. Some buying in BXB and CPU with TLS off 1.0%. Tech stocks mixed, WTC off 1.1% and XRO up 0.6% with the All-Tech Index up 0.1%. Resource stocks were generally firmer, BHP rallied 0.6% with RIO doing very well up 3.1% as the capital raise looks to have been put on ice. FMG still struggling. Gold miners still in demand, NEM up 0.6% and VAU up 3.7%. MIN had a good day up 3.3% with PLS rallying too. Oil and gas stocks also finding friends, WDS up 1.9% and BPT up 4.1%. Uranium still toxic, BOE down 3.9% and NXG off 1.4%. In corporate news, GQG were off 0.9% on FUM, JLG fell 12.5% on index changes due on March 25th. SGR looks to have had a last-minute rescue attempt from Bally although it remains in a trading halt. Nothing on the economic front. Asian markets mixed, China down 0.9% and HK off 2.1% with Japan up 0.3%.10-year yields at 4.44%.Want to invest with Marcus Today? The Managed Strategy Portfolio is designed for investors seeking exposure to our strategy while we do the hard work for you.If you're looking for personal financial advice, our friends at Clime Investment Management can help. Their team of licensed advisers operates across most states, offering tailored financial planning services. Why not sign up for a free trial? Gain access to expert insights, research, and analysis to become a better investor.
The ASX gave up another 56 points to 8252 (0.7%). Results and a negative US lead dominated. Some real shockers today, JLG, DMP and VEA in the frame. Banks and sellers return with CBA down 1.3% and NAB falling 1.4% as the Big Bank Basket fell to $250.25 (-1.1%). MQG slipped 1.0% and PNI retreated 3.3%. Insurers firmed and REITs did better after the sell off yesterday. GMG failed to inspire again though down another 1.4%. Industrials weakened, WES fell 3.4% with ALL off 2.8% and retail suffering again. JBH down 0.5% with DMP falling 10.5% on results and store closure costs. LOV dropped % on broker downgrades, GYG continued to fall, and WTC remained under pressure ahead of results tomorrow, off 2.8%. Tech generally eased with the All-Tech Index down 1.4%. Resources were weak too, BHP, RIO and FMG under pressure, MIN fell 4.6% and PRN rallied 8.6% on a rethink. gold miners found some buyers, NEM bucked that trend down 2.8%. WDS rose 2.8% on better-than-expected results, VEA collapsed 26.7% on challenging condition in the convenience space, uranium stocks were punished again today. In corporate news, JLG fell 33.4% as it revised down guidance on lack of natural disasters.ZIP rose 13.9% on better results, HLI up 17.2% too on better numbers. QOR rose 4.3% on results and DRO fell 8.6% as numbers underwhelmed. In economic news, nothing locally, South Korea cut rates by 25bps. Asian markets fell, HK down 0.6%, China off 0.1% and Japan off 0.3%. 10-year yields slipped to 4.39%. Want to invest with Marcus Today? The Managed Strategy Portfolio is designed for investors seeking exposure to our strategy while we do the hard work for you. If you're looking for personal financial advice, our friends at Clime Investment Management can help. Their team of licensed advisers operates across most states, offering tailored financial planning services. Why not sign up for a free trial? Gain access to expert insights, research, and analysis to become a better investor.
In this Rental Roundtable, we sit down with Don Hundley, founder and CEO of Iron Pulse Solutions, to dive into digital marketing for equipment rental businesses. Don is a marketing mastermind with a unique perspective, having worked at Synergy Equipment as it grew from one to 20 locations, spent time at JLG, and now helps 1-10 location rental companies with digital marketing strategies. We discuss: ✅ Where to start if you're new to digital marketing ✅ How to bridge the gap between rental operations and online marketing ✅ The #1 digital marketing mistake rental companies make
kalikam -ragam JLG group thallimathan krishi for jan 23
Episode 435 - Amy True - From Swoony Romance Novels to Young Adult Historical NovelAmy Trueblood grew up in Southern California only ten minutes from Disneyland which sparked an early interest in storytelling.Her debut YA Historical novel, NOTHING BUT SKY was a Junior Library Guild selection and was called, “An action-packed first novel exploring the post-World War I époque with visceral period detail” by Publishers Weekly. Her second novel, ACROSS A BROKEN SHORE, also a JLG selection, was named a Best Feminist Book in Children's Literature by the American Library Association. It also won the Gold Medal for Historical Fiction in both the Independent Publisher Book Awards and Moonbeam Children's Awards.Under the name Amy True, she writes swoony romance novels with both heat and heart. The first book in her new Ivy Falls series, Meet Me in Ivy Falls, debuts this summer with another book following in late fall.Now living in Arizona, Amy spends most of her time trying to stay out of the sizzling heat which means hiding in cool little coffee shops, sipping on her favorite iced tea, and dreaming up her next novel.Amy also writes as Amy TrueNew Book: Meet Me in Ivy FallsBook 1: Ivy Falls SeriesIn the gorgeous small town of Ivy Falls, Torran is putting all her passion into building her new career in house restoration, trying desperately to help the town keep its identity and charm. She has no time for love but when her childhood sweetheart, Beck, comes back to town and outbids her on her dream house at auction, sparks fly. This man broke her heart. Can she ever trust him again?For Beck, Ivy Falls means trauma and loss. He knows his sudden departure hurt Torran badly but there are things she doesn't know. He never intended to return to Ivy Falls so why is he there, bidding on his childhood home? His feelings for Torran are as strong as ever but Torran means Ivy Falls and Beck can't go back there. Can he find a way to heal his past and find his future?https://www.amytruebloodauthor.com/Support the show___https://livingthenextchapter.com/podcast produced by: https://truemediasolutions.ca/
The heart is wicked above all things and exactly where Jesus wants to hang out. Join us today on JLG as Zena and Diane try to figure out how to get there!
ASX 200 fell 13 points to 8071 (+0.2%) as some results fatigue set in. Banks slipped from lofty heights, with CBA off 1.0% and NAB falling 1.0%, with the Big Bank Basket down to $234.90 (0.8%). Insurers dipped, financials were also in the doldrums, with MQG off 0.5% and ASX down 1.7%. REITS mixed but drifted to the downside, GMG bounced 1.2% from a loss yesterday, and GPT fell 0.6%. Industrials were mixed, WOW off 1.1% and COL rallied 1.7% on better results. Tech slid, WTC off 0.4% and XRO fell 2.2%, the All-Tech Index dropping 0.9%. TLS drifted 0.5% lower and retail came under some pressure, with LOV smacked 13.0% on results, JBH off 1.4% and PMV down 1.2%. Travel stocks still on the nose, with FLT down 1.6%. In resources, iron ore stocks bounced, BHP beating expectations rose 1.3% on results, RIO up 0.8% and FMG up 1.8%. Lithium stocks slightly firmer, PLS up 2.0% and MIN up 1.0% with gold miners mixed, uranium stocks found buyers despite the fall in the spot price. DYL unchanged, and PDN down only 1.1%. Oil and gas leader WDS rose 3.9% on better-than-expected results. STO following suit up 1.9%. In corporate news, GYG rose 3.2% on its first set of numbers after the IPO. WOR rose 2.8% after results, JLG slumped 27.1% after a revenue decline, ZIP came undone down 7.9% despite a lift in transaction value. ASB up 3.6% on a settlement in the US. Nothing in economic news. Asian markets quiet, Japan +0.7%, HK +0.2%, China down 0.3%. 10Y yields slightly higher at 3.914%. Dow Futures down 13 points. NASDAQ Futures up 20 points. Why not sign up for a free trial? Get access to expert market insights and manage your investments with confidence. Ready to invest in yourself? Join the Marcus Today community.
How can the design of our schools transform the way students learn and teachers thrive? In this episode of Better Buildings for Humans, Joe Menchefski sits down with Katie Becker from JLG Architects to explore the powerful impact of biophilic design in K-12 education. Katie shares eye-opening insights on how connecting people to nature through design isn't just a trend—it's a game-changer for wellness and learning. But is it really as costly and complex as some believe? And what does the future hold for our educational spaces? Tune in to discover how the schools of tomorrow are being built today, one natural element at a time. More about Katie: https://jlgarchitects.com/ https://www.linkedin.com/in/katiebecker1/ Katie Becker, AIA, NCARB, LEED Green Assoc. – JLG Architects Katie Becker is an architect and K12 Planner at JLG Architects in Minneapolis, MN. She has spent the last decade leading the design, research, and implementation of best practices in education design for JLG's K12 studio. Becker works with districts to create progressive improvement in learning environments, enhanced student opportunities, and sustainable design for future facility resiliency. Katie currently serves on the regional board for the A4LE Midwest Great Lakes region. CONTACT:Katie Becker, AIA, NCARB, LEED Green Assoc.JLG Architects710 S 2nd Street, 8th FloorMinneapolis, MN 55401605.271.2990cbecker@jlgarchitects.com Where To Find Us: https://bbfhpod.advancedglazings.com/ www.advancedglazings.com https://www.linkedin.com/company/better-buildings-for-humans-podcast www.linkedin.com/in/advanced-glazings-ltd-848b4625 https://twitter.com/bbfhpod https://twitter.com/Solera_Daylight https://www.instagram.com/bbfhpod/ https://www.instagram.com/advancedglazingsltd https://www.facebook.com/AdvancedGlazingsltd
Ever received a cold email that actually made an impact? Today's guest did just that. Hi, Jason Andrew here, and this is Stark Naked Numbers – the podcast that strips down the numbers of business, investing, and wealth creation to help you become a better entrepreneur and investor, and ultimately build your net worth.Today, I'm joined live in the studio by Simon Plummer, someone who shares a career trajectory similar to mine: an accountant-turned-business owner with a passion for helping other aspiring business owners.Simon is honestly one of the most exceptional people I've met. We talk about building his operating and leadership chops at Johns Lyng Group, a $billion insurance building company he helped scale; to starting a tech startup, through to acquiring a boring brick tool manufacturing business.In this chat we unpack the art of cold emailing, creative ways to generate deal flow for business acquisitions, lessons learned from starting and operating businesses, and key insights for anyone considering buying into a small business.Alrighty, let's get started.Links:To keep up with Simon, follow him on LinkedIn.If you enjoyed this episode, subscribe to Stark Naked Numbers on Apple Podcasts, Spotify, Stitcher or wherever you get your pods. Want the secrets the other accountants won't give you? Follow Jason Andrew on LinkedIn.To learn more about uncovering your financials, unlocking your cash and unleashing your cash, visit starknakednumbers.com.Show Notes:(01:22) - Simon's ‘killer' cold email(06:53) - Inside Johns Lyng Group (JLG)(14:33) - Equity incentives and subsidiary ownership at JLG(21:42) - Simon's investment in JLG at just 25(24:35) - The biggest learning curve of Simon's career(35:56) - Exit and transition to a new business idea (41:33) - How Simon cherry picked his dream business(59:08) - What's next for Simon(01:01:09) - Simon's key takeaways for aspiring entrepreneurs
Émission faux semblants, basic fit et egotrip. Nous n'étions que des fous, mais par amour. Elle a fait de nous des fous, des fous d'amour. Notre ciel c'étaient ses yeux, sa bouche. Notre vie, c'était son corps, son cœur. On va ouvrir grand les volets. Crevez-nous le cœur, on est prêt. On va s'endormir pour toujours près d'elle.Dispo également on da tube :Au programme cette semaine :* Hit Man, nouveau film de notre Richard Linklater adoré, qui plus qu'un film "pour eux", réalise un film "pour lui", son wonder boy Glen Powell.* Love Lies Bleeding, de Rose Glass. Thelma et Louise vont à la salle. Pas de bol, c'est pas notre Ridley de prédilection, et de loin, et on n'est pas non plus très sportifs.* C'est pas moi, de Leos Carax. Exercice vaniteux fascinant et émouvant, qui vire full JLG, et pourtant ça fonctionne.______PUBLIC SERVICE ANNOUNCEMENT: Le Film du Dimanche Soir, le 23 juin, avec les meilleurs copains du monde.______Coups de cœur :THOMAS : The Tracker (Rolf de Heer)THIBAUT : Les Looney Tunes passent à l'action (Joe Dante)DOC ERWAN : L'Empire du soleil (Spielberg)Margaux: The Direktor (Lars Von Trier)PLAYLISTPrégénérique / Extrait Holy MotorsDr. John / Such a nightAllen Toussaint / Cast Your Fate To The WindExtraits / Annette + Mauvais Sang
So einen Film hätte sonst nur JLG hinbekommen – im neuen podcast aus Cannes erzählt Rüdiger Suchsland, warum Leos Carax den besten Film von Cannes gemacht hat, und warum das alles trotzdem weder leicht zu erzählen noch zu verstehen ist. Außerdem geht es um "Limonov" von Kiril Serebrennikov, "Emilia Perez" von Jacques Audiard, "Kinds of Kindness" von Yorgos Lanthimos und um "La Belle de Gaza" von Yolande Zaubermann.
A snapshot of Be's direction in 1998 post-Apple merger talks and pre-bankruptcy. Original text by Henry Bortman. Selected Jean-Louis Gassée quotes: “Who could have put a date on not getting fired for using Linux?” “One of my role models is Michael Dell. […] He looks like a sage in the industry now, but he didn't always look like this.” “The simple fact is, today if you write a line of C++ code, chances are you're competing with Microsoft.” The 1996 BeOS vs. NeXTSTEP bakeoff story as told by Avie Tevanian. JLG refers to striking a deal with “a Japanese PC maker”, resulting in preinstalls of BeOS on the Hitachi Flora Prius (not that Prius). Yes, Apple's marketing slogan for the Macintosh really was “it does more and it costs less” in the early 1990s. Related comic. In audio as in video applications, the talk-to-shipping-products ratio was extremely poor. Back in the day I only heard of one video editor shipping on BeOS, Adamation (ex-NeXT!) personalStudio. The BeBits software catalog reflects this as of mid-2000 when third-party application development seemed to stop altogether. I'm not counting the Edirol DV-7 because, like the Otari RADAR system, it was an expensive custom hardware appliance built on top of BeOS, priced mostly out of the reach of casual home users. Windows NT on PowerPC did exist… briefly.
ASX rose a modest 10 points to 7663 (+0.1%). Off early lows. Results the focal point again. Once again, the banks doing the heavy lifting with the Big Bank Basket up to $205.96 (+0.8%). CBA leading the charge up 1.0%. MQG up 0.8% and GQG up 1.4%. While NAB, WBC and ANZ hit 52-week highs. Insurers slid, with QBE up 0.4% and SUN down 1.9%. REITs falling, GMG down 0.6% and SGP off 1.1%, with MGR down 1.8%. Industrials going well, WES up 0.7% and WOW up 0.9% with COL shooting the lights out on results, up 5.5%. Telcos down led by TPG on broker reaction falling 4.3%. In resources, iron ore stocks shrugged off weaker prices, BHP up 0.2% and RIO up 0.5%. Lithium stocks mixed, IGO up 1.2% and MIN up 0.9%. Uranium pushed ahead with PDN getting some positive broker comments. Gold miners fell, with NST down 0.9% and NEM off 3.8%. Oil and gas mixed, WDS up 0.9% on results. In corporate news, CSR announced a binding agreement with the French up 5.0%, good results from REH, GEM and HLI, but the market didn't like JLG crashing 13.2% and TYR giving back recent gains despite better results, falling 10.0%. ZIP had a volatile day spurting ahead before a rethink, closing down 14.4%. PNV swung to a profit though falling 1.7%, and ABC announced the nod to CRH's bid. Nothing on the economic front. Japanese CPI only thing of note. Asian markets mixed, Japan flat. China up 0.5%, and HK down 0.4%. 10Y yields slightly higher at 4.15%. Dow Futures down 19 points. NASDAQ Futures down 25 points. Why not sign up for a free trial? Get access to expert market insights and manage your investments with confidence.Ready to invest in yourself? Join the Marcus Today community.
In this exciting, first-ever 19th HEP-isode, we invite you to come along, on an enthralling voyage through the dynamic realm of trucking and construction technology, where Mike and Jo talk about the new JLG mini-dumper, explore the revolutionary new Revoy EV trailer that converts diesel semi trucks to hybrids in minutes, and dissect the meaning behind all those WARN letters the UAW guys are getting from Ford. All this and Marissa Tomei, on the Summer of George!
Como es de costumbre en Gepiano Podcast, Ivanidades en Navidades
Dans cet épisode exclusif de "Dans la Jungle des Affaires", nous rencontrons Louis Leblanc, le Vice-Président dynamique de Mortier en Trémie ABL Inc. Une entreprise innovante dans le domaine de la construction, Mortier en Trémie ABL Inc. est un distributeur de renom pour des produits de maçonnerie de qualité, ainsi que des marques réputées telles que JLG, Skytrak, Xtreme Manufacturing EzGrout et JLG rotatif. En plus de fournir des équipements de pointe, l'entreprise propose des services de location de chariots élévateurs télescopiques et de nacelles, adaptés à tous types de travaux.
HEP-isode 6 has news from MOVE America in Austin and Utility Expo in Louisville, a look into what Mike and Jo think the UAW strike is really all about, JLG breaking away from Caterpillar, and how upfitters like Knapheide are rising to the challenge of uncooperative OEMs. Also: the people of Lake Placid don't think Mike is funny!
ASX 200 climbed another 51 points to 7211 (+0.7%). Banks and resources leading the way, with BHP up 1.2% and RIO doing well up 1.1%. FMG bounced back from a loss yesterday with lithium stocks also in demand, PLS up 5.1%. MIN results cheered the sector rallying 8.0%, with IGO also better by 1.7%. Gold miners continued to attract interest, with NCM up 1.1% and NST up 1.4%. Oil and gas becalmed but coal stocks better. Banks continued higher, ANZ and WBC the pick of the bunch. The Big Bank Basket up to $175.79 (0.5%), MQG had a good day up 1.2%. Industrials slightly higher, COL up 1.1% and WES continuing to move higher up 3.0%. Tech stocks mixed XRO up 1.0% and WTC down 0.4%. The All-Tech Index pretty much unchanged, Healthcare still struggling. In corporate news, results once again dominated, BNPL in demand with EML up 31.5% on a beat, ZIP looking better on results, up 4.6%. SGR moved higher on its numbers and write-offs, TYR also in demand again on results beating expectations, rising 14.7%, and JLG gave a positive outlook and rose 9.0%. In economic news, Consumer confidence rose slightly. Asian markets up slightly; Japan up 0.2%, China up 1.3%; and HK up 2.3%. 10-year yields steady at 4.11%. Dow Futures up 34 points. Nasdaq Futures up 25 points. Why not sign up for a free trial? Get access to expert insights and research and become a better investor.Make life simple. Invest with Marcus Today.
In this week's Monday Market Highlights, Investment Analyst Kate Power discusses the RBA's rates hold, US employment data showing falling vacancies and job cuts are at an eight-month low, with 209,000 jobs added in June. She also looks into the Fed's June board meeting. In equity news, Kate looks into the ASX 200 down 2.24%, Costa Group, United Malteries, JLG, Suncorp and Redox. This podcast is intended to provide general information only. It does not take into account your investment needs or personal circumstances. It is not intended to be viewed as investment or financial advice. Should you require financial advice you should always speak to a Financial Adviser. Past performance is not a reliable indicator of future performance. Milford is an active fund manager with views and portfolio positions subject to change.
This week we cover RBA rates, US employment data, the ASX200, M&A activity, JLG, Suncorp, and Redox. This podcast is moving to Milford's new podcast channel OnTrack with Milford. Head over to https://podcasts.apple.com/nz/podcast/ontrack-with-milford/id1682163597 and subscribe so you don't miss any episodes. Join the Ensombl platform: App Store: http://www.ensombl.com/apple Google Play: http://www.ensombl.com/google Desktop: https://www.ensombl.com/ General Disclaimer – https://www.ensombl.com/disclaimer/
Blood on the streets on ASX 200 today, closingdown 90 points to 7163 (-1.2%), as investors exercised caution after the FOMC meeting minutes reaffirmed expectations that interest rates would remain higher for longer. Financials and miners weighed, with the big four banks losing between 1%-2%. The Big Bank Basket took a hit down to $171.07 (-1.6%). Copper prices fell overnight as overseas data dampened demand outlook. BHP, RIO and FMG all lost over 1.4% each with iron ore dropping in Asia. Energy stocks fell while oil prices steadied as demand fears offset tighter supply forecasts. WDS off 1.4%, and STO down 0.5%. Tech stocks struggled for direction but finished up with the All-Tech Index up 0.2%. SQ2 surprised, jumping 3.9%, XRO +0.1% and WTC +1.0%. Defensive sectors were no good. Healthcare and telecoms both in the red, RHC down 1.4%, and TLS off 0.5%. REITS down as bond yields rose. Retailers hit hard WES -2.6%, DMP -3.2%, and MYR down 4.6%. In corporate news, MFG -8.3% after it disclosed $2.1bn in outflows in June. BUB -2.2% disclosed the outcome of its strategic review. JLG completed $65m institutional placement. TIE -1.0% on Commercial production news. In economic news, Australia's trade surplus exceeds expectations widening to $11.79bn in May 2023 from a downwardly revised $10.45bn in April. Asian markets are down, Japan's Nikkei down 1.3% on tech pullback, HK down 3.1%, with mainland China off 0.6%. Australia's 10Y yield up to 4.13%. Dow Jones futures down 112 points, and Nasdaq futures down 70 points. Why not sign up for a free trial? Get access to expert insights and research and become a better investor.Make life simple. Invest with Marcus Today.
ASX 200closed down 26 points to 7253 (-0.4%), letting go of yesterday's gains, snapping a three-day advance. Financials weighed on the market, with significant losses in the banking sector. NAB -0.8% CBA -0.5%, ANZ -0.8% and WBC -0.7%. Big Bank Basket down to $173.81 (-0.6%). Resources and base metals were mixed, with commodity prices falling as the commodity outlook turned negative, BHP -0.4%, RIO flat, and S32 +1.1%. Energy stocks mixed as oil prices eased, AGL +2.4%, hitting a 52-week high in the morning, while STX finished flat, and WDS fell 0.4%. Lithium mostly down, Canadian lithium darling PMT jumped 15% in early trade after it flagged high-grade lithium processing before closing up a mere 2.5%. Tech closed in positive territory, All-Tech Index up 0.2%. REITs finished higher as bond yields dipped, GMG up 0.1%. In corporate news, UBS upgraded TLS to buy, up 1.2%. JLG, signed two agreements to acquire Smoke Alarms Australian and Link Fire Holdings. RED -4.9% despite hitting production guidance. BGL rose 4.1% on a signed agreement with GMD to process material from BGL's mine. In economic news, Ai Group Australian Industry Index fell to -11.9 in June from -10.9 in May. China services PMI fell to 53.9 in June from 57.1 in the previous month. Asian markets are down as weak manufacturing and services data amplified market concerns about a global economic slowdown, Japan flat, HK off 1.4%, and China down 0.6%. 10Y yield down to 4.0%. Dow Jones futures down 49 points, and Nasdaq futures down 29 points. Why not sign up for a free trial? Get access to expert insights and research and become a better investor.Make life simple. Invest with Marcus Today.
ASX 200 took an ugly turn today falling 119 points to 7196 (-1.6%). No real reason, slight weak lead from US, no Asian session. US futures eased slightly but stop losses and maybe Powell's testimony kicked us lower. Losses across all sectors, Banks under serious pressure, NAB down 1.4% and CBA off 1.6% with the Big Bank Basket down to $170.57 (-1.5%). MQG toppling 2.7% with insurers also in trouble. QBE down 1.3% and the fund managers sloppy, MFG giving back some recent gains falling 6.2%. Industrials in trouble too, consumer stocks eased back, WOW and COL down around 1.2%, WES a similar amount with retail stocks falling, JBH down 1.7% and APE off 1.5% %. Travel stocks taking a plunge, FLT down 3.8% and WEB off 3.0%. Healthcare slumped into ICU led by CSL off 0.6% and COH down 1.7%. REITs in trouble, GMG off 1.5% and SGP down 3.3%. Tech in the seller's sights too WTC off 4.0% and XRO minus 4.4%. The All-Tech Index fell 3.0%. Resources were sold off aggressively with BHP down 2.4% and FMG falling 2.2%. Gold miners fell, NCM down 1.3% and oil and gas lost ground. Coal stocks drifted lower. Lithium plays were mixed with winners and losers. In corporate news, DEG fell 1.8% as it bought into a neighbouring project, GOR fell 8.3% on production issues, JLG dropped 11.9% on a business update and ERD jumped 60.3% on a NBIO. Nothing on the economic front, although Treasurer Jim Chalmers said the new RBA governor would be named in July. Did not rule Lowe out. Asian markets quiet with China and HK closed. Much fuss about Biden's dictator comments though. Japan eased. 10-year yields steady at 3.97%. Dow futures down 49 points. NASDAQ futures down 47 points. And continuing under pressure ahead of BoE.Why not sign up for a free trial? Get access to expert insights and research and become a better investor.Make life simple. Invest with Marcus Today.
ASX 200 finished only down 15 points to 7338 (0.2%) as BHP fought back as the day wore on. After an initial 2% plus fall, BHP went on the charm offensive and won back the disbelievers, closing down only 0.3%. Resources were back in demand on Mike Henry's comments on China, lithium stocks bounced hard, PLS up 4.5%, MIN up 3.8% and IGO rising 1.4%. Iron ore miners pushed higher as commodities strengthened in Asia, RIO up 0.8% and FMG picking up the baton up 3.2%. Rare earths and base metals also in demand, LYC up 1.2% and ARU up 9.1%. Gold miners were mixed, NST fell 2.0% and NCM up 0.6%. Oil and gas stocks better, WDS up 0.9% and STO rising 0.6%. Coal stocks eased. Industrials flat, staples eased, WES down 1.2%, WOW down 0.2% and BXB falling 1.2%. Tech fell, CPU down 1.6% and WTC off 1.2%. The All-Tech index fell 0.8%. Healthcare down too, FPH down 1.2% and RHC off 1.3% ahead of numbers. Banks were soft with CBA down 0.7%, NAB off 0.7% and WBC down 0.7%. The Big Bank Basket falling to $179.08 (-0.7%). Financials mixed, MFG fell 5.0% and MQG eased 0.2%. Insurers modestly mixed. Big day for results, BHP talked of optimistic outlook after some misses on the numbers. JLG had a cracker on results and an earnings upgrade, up 13.2%. HUB spoke well on results and rallied 7.7%. CXL signed a MoU with DAC and released results rallying 6.1%. INA fell hard down 13.4%, MND -8.8% talked cost pressures and staffing falling %. SGP dropped hard on results. COL down 0.9% on results and new female CEO. On the economic front, RBA minutes showed how close the board came to a 50bps rise. Consumer confidence rose slightly. Asian markets - Japan down slightly 0.1%, China unchanged, HK down 1%. 10-year yields steady around 3.83% Why not sign up for a free trial? Get access to expert insights and research and become a better investor.
ASX 200 crashed 110 points to 7024 (1.5%) today on a killer combo of weaker US, RBA minutes and the shock of the BoJ effectively letting rates drift higher. 10-year yields jumped to 3.71% and banks at least held their ground on the jump but everything else, well Split Enz summed it up. I See Red! Maybe more Martha with no where to run, no where to hide. Except banks with the Big Bank Basket unchanged at $182.68 MQG fell hard 1.6%, Insurers better, just, Fund managers turned lower, MFG down another 2.0%, AMP off 1.5%. Healthcare in ICU with CSL down 0.9% and FPH off 2.0%, RHC down 2.5% and RMD easing back. REITS were smashed on higher interest rates, GMG down 4.5%, SCG off 3.8% and DXS down 2.4%. Old skool platform stocks dropped hard as DHG revealed surprisingly weak listing numbers. REA followed down 7.7% and CAR off 3.3% with SEK not found off 5.5%. Industrials hit hard, WES down 3.4%, ALL off 4.5% and DMP falling 4.0%. Resources though bore the brunt of the sell off. Holding in for so long it was only natural, that ice would melt and so would BHP off 1.6%, FMG slid 1.5% and lithium and base metal stocks saw sellers back ready or not. PLS down 4.2% and S32 off 2.4%. Energy stocks too ran out with WDS off 1.2% and WHC down 2.6%. In corporate news, DHG whacked 9.1% with NEC, on update. BWX returned and wished they hadn't falling 53.2%. JLG cratered 12.3% as the COO sold 4m shares to ‘diversify his risk'. CCX freaked out falling 31.4% on volatile demand. BHP extended its DD on OZL for another week. Someone is working over Xmas. In economic news, consumer confidence end 2022 on a weak note. Maybe a middle D. The RBA minutes showed could have been anything. BoJ raised rates! 10 year yields soared, Asian markets slapped down. Why not sign up for a free trial? Get access to expert insights and research and become a better investor.
On this episode of Scouting For Growth, Sabine VdL talks to Christie Downs. A self-made entrepreneur and problem solver who started handdii with her co-founder Kathryn Wood.After working as an executive in the construction industry, building deep experience and broad industry relationships, Christie saw an opportunity to use technology to improve the way customers connect with contractors when they are making property insurance claims.This is how handdii was born as a three-way digital platform, combining insurance, construction and contractors, where contractors can easily connect, engage and promote their businesses. KEY TAKEAWAYS I am a high-energy business leader who loves solving problems and creating exciting solutions that transform people's lives. After working as an executive in the construction industry, building deep experience and broad industry relationships, I saw an opportunity to use technology to improve the way customers connect with contractors when they are making property insurance claims, making it quicker, faster, and cheaper for insurers, clients, and tradespeople. We're just at the starting line, there's so much opportunity ahead. I think the early innovation in our sector has been pretty straightforward. How do we buy faster, make things convenient, streamline processes and save cost? Quite a lot of separate practical solutions. For example, right now, there are many inspection tools and solutions an insurance company would use – virtual inspections, drones, AI, and they might actually use various tools all at once. Our vision is to make small property claims amazing. The industry has a cumbersome process for property claims with multiple people and approvals involved designed for large losses. This process is not designed to fast-track small claims, and moreover, the major suppliers to the insurance industry would prefer not to handle small claims. So, my Co-Founder and I set out to change that! Handdii is a really practical solution to a common problem. Any Claims leader can see the opportunity in their portfolio to improve how small claims are managed. We're really focused on our niche, and when we partner with an insurer, we make it easy to work with us. Our team has a solid property claims background, reflected in the product and program we have built. This makes it easy for the insurer to work with us because we speak their language and understand their challenges while having the speed and the money to be an innovative partner creating solutions for them. BEST MOMENTS‘My experience also includes being Executive of Carlton Football Club as the General Manager of Business Development introducing unique revenue streams, the creation of Carlton Respects program against family violence and Blue Skies program supporting diversity and inclusion in the inaugural year of AFLW.'‘I think the future of innovation will become more and more integrated into our lives, activities, and systems. Bringing all of these different solutions together, then once that efficiency is achieved, we'll look to bring innovation to achieve more purposeful outcomes around sustainability, inclusion, and prosperity.'‘COVID has made some things much easier and others more challenging. For example, onboarding contractors, meeting via video rather than in person, has streamlined how quickly we have expanded our contractor network across multiple states this year. Whereas meeting new insurance companies is more challenging, we are certainly happy the in-person conferences are kicking off again now.'‘When working with large enterprises, be patient, be persistent, be astute commercially – if you're bringing great value, hold your line on your cost.' ABOUT THE GUESTChristie Downs: I am a high-energy business leader who loves solving problems and creating exciting solutions that transform people's lives and work. After working as an executive in the construction industry, building deep experience and broad industry relationships, I saw an opportunity to use technology to improve the way customers connect with contractors when they are making property insurance claims, making it quicker, faster, and cheaper for insurers, clients, and tradespeople. I made the leap to entrepreneurship in 2018, starting handdii with Kathryn Wood.handdii is a three-way platform where contractors can easily connect, engage and promote their businesses, insurers experience reduced cost, and both and customers find their property insurance repairs are easier and cheaper to organize with better results.My core career experience of ten years was as group sales director and board member of the national construction company, Johns Lyng Group, ASX listed as JLG. I played a lead role in the national expansion and exponential revenue growth of the group, from $12 million in 2004 to $350 million in 2015. During this experience, I saw first-hand the problems people had with getting repairs done, often after stressful situations, and experienced fantastic contractors who ran great businesses.My experience also includes being the Executive of Carlton Football Club as the General Manager of Business Development, introducing unique revenue streams, the creation of the Carlton Respects program against family violence, and the Blue Skies program supporting diversity and inclusion in the inaugural year of AFLW.I am passionate about contributing to society and was Chair of Starball Committee Sydney for 3 years, raising more than USD $1 million for Starlight Children's Foundation.I love to share my experiences and learnings with #public speaking on the value of diversity and inclusion, starting your own venture, and how the insurtech industry is evolving. About handdii: Having worked as a Director of a Construction company in the Insurance industry for 10 years, I know customer satisfaction in property claims is very low. This is because the traditional fulfillment process is complicated and takes 60 days on average to get a property repaired. Yet, 80% of property claims are small and only require 1 or 2 trades.For this 80% of small claims, handdii dramatically improves the customer experience by pairing the customer with the trade they need to assist in claim determination and complete works immediately. Cutting claim life from 2 months to 1 week.handdii makes workflow easy for trades through pre-agreed rates, opt-in scheduling, automated processing, and payment. Minimizing these friction points empowers the trades to focus on providing quality work and an awesome customer experience.For insurance companies, handdii can provide claim lodgement and allocation, save 25% in claims cost and enable digital transformation for property claims. A significant positive impact on customer satisfaction (NPS) will lead to new customer acquisition and further product opportunities. https://www.handdii.com/ ABOUT THE HOST Sabine is a corporate strategist turned entrepreneur. She is the CEO and Managing Partner of Alchemy Crew, a venture lab that accelerates the curation, validation, and commercialization of new tech business models. Sabine is renowned within the insurance sector for building some of the most renowned tech startup accelerators around the world, working with over 30 corporate insurers and accelerating over 100 startup ventures. Sabine is the co-editor of the bestseller The INSURTECH Book, a top 50 Women in Tech, a FinTech and InsurTech Influencer, an investor & multi-award winner. Twitter: SabineVdLLinkedIn: Sabine VanderLindenInstagram: sabinevdLofficialFacebook: SabineVdLOfficialTikTok: sabinevdlofficialEmail: podcast@sabinevdl.comWebsite: www.sabinevdl.comThis show was brought to you by Progressive Media
Émission du 2 novembre 2022 composée d'archives et d'un peu plus,- Médecine post-mortem (dialogue avec Jean-Pierre par Luigi) 2022- Aucune raison (extrait du film Rubber de Quentin Dupieux découpé par Le Frigo)- Du montage à MeToo (rencontre de Jiji avec Paola) 2020- Balade en VO à la Clé cinéma occupé (reportage par Luigi) 2019- La Clé-Revival : Un fond de dotation pour racheter collectivement un ciné (billet de Luigi)- Au téléphone avec Bacri (appel du Frigo) – 2021- Hand mayday tale par Tyb et M.Cousin en 2021- Samantha, Richard, Barbara, Dylan et les déchets nucléaires (Sitcom de Luigi) 2021- Après les nuages (Rencontre en super 8 avec les scotcheuses par M.Cousin & Tyb) 2021- Scénario catastrophe (Coup de fil et ré-assurance par Luigi) 2018- Rencontre posthume avec Belmondo par Le Frigo en 2021- Se planquer au ciné pendant la manif (micro-son de Luigi) 2019- La dernière séance (Récit proustien by Le Frigo) - 2018Musique : Stéréo Total – CinémascopeUSA Nails – Life cinémaavec des extraits des films, On connaît la chanson d'Alain Resnais (1997), Rubber de Quentin Dupieux (2010), Attache-Moi de P.Almodovar (1990), Cuisines et dépendances de Philippe Muyl (1992), La nuit américaine de François Truffaut (1973), Pierrot le fou de Jean-Luc Godard (1965)Image tirée de la scène d'introduction du Mépris par JLG (1963)
ASX 200 fell 95 points to 6668 (1.4%). Falls across the board with the only bright spot iron ore, RIO up 0.9% and FMG up 1.9%. Base metals fell slightly as PLS dropped 3.9%, S32 down 1.6% and IGO off 0.6%. A falling AUD helping the resource sector but no such luck for the gold miners with NCM off 4.0% and NST down 4.4%. Energy stocks failed to find buyers today with WDS down 0.7% and STO off 1.0%. Coal stocks also saw some profit taking as WHC slipped 4.7%. In the banks the Big Bank Basket fell to $170.08 (2.0%). CBA down 1.5% and MQG sliding 1.2% with ASX off 4.8% and MFG falling yet again another 4.1%. Healthcare down, CSL off % and industrials eased with REITs suffering from higher 10-year yields. GMG down 1.9% and SCG falling 1.9%. Tech followed Nasdaq lower with the Index down 3.0% and WTC off 2.3%. In corporate news, JLG crashed 14.8% as the CEO sold 4m shares to buy a house in the US. PPH rose 4.9% on an increased bid speculation, TYR rose 1.7% after a business update. Nothing exciting on the economic front. In Asia, China back and weaker following PMI numbers Saturday and lower spending during Golden Week, off the worst down only 0.9%, HK down 2.5% and Japan falling 0.7%. 10-year yields 3.90%.Why not sign up for a free trial? Get access to expert insights and research and become a better investor.
Grady Wulff from Bell Direct and Mathan Somasundaram go in-depth and stock specific. Stocks covered: BGA, APE, ELD, JLG, OZL, WHC, RRL, SPL, TPW, UMG. Our stock of the day is Appen (APX). Hosted on Acast. See acast.com/privacy for more information.
another day another episode, how did we even get here? After putting out some fires, we return with our thoughts on our Highs and Lows series kickstarter, The Craft + Duelle. This freewheeling and kaleidoscopic journey dovetails with a brief solemn salute to JLG, a teaser of an upcoming series, and a few quick thoughts on the soon-to-be-revealed CIA psy-op known as the genre of pop punk
Basta de reina Isabel y monarquías, ha muerto Godard y con esto buena parte del cine está de luto. Hacemos este programa especial sobre el director maldito. “ Es preciso pasar por el error para llegar a la verdad y la verdad está en todo, incluso en el error” JLG.
"Er war der Jüngste von allen!" - im artechock-podcast erinnert Rüdiger Suchsland an den wichtigsten Filmregisseur der Gegenwart, den Revolutionär, Avantgardisten und Provokateur, der am Liebsten seiner Gegenwart eine lange Nase gedreht hat. Jetzt ist JLG im Alter von 92 Jahren gestorben.
Et oui, c'est la reprise comme disait Zizou. Emission puissance des mots et choc des photogrammes. Ouaip ouaip, c'est le ciné qui a dicté nos codes, ouaip ouaip génération ouaip ouaip, alors ouaip on déconne, nope nope on étonne, ouaip ouaip c'est le ciné qui a dicté nos codes.Émission également disponible sur le tube.Quinzième saison et JLG en profite pour passer l'arme à gauche le même jour. Quel cabotin.Tribute et imitations.Au programme cette semaine:* As Bestas, nouvelle bombe de Rodrigo Sorogoyen.* Nope, de Jordan Peele. Sa mise en scène s'affine, mais pas sa lourdeur didactique.* 3000 ans à t'attendre - 3000 Years of Longing, de George Miller. L'australien revient avec un sujet idéal pour lui, a priori, et donc il passe forcément à côté de beaucoup de paramètres pour faire fonctionner pleinement sa narration.Coups de cœur:THOMAS: Light & Magic (Lawrence Kasdan)THIBAUT: L'exposition "Pas Sommeil" in Rain City + Add Violence (Nine Inch Nails)DOC ERWAN: Lettre d'une inconnue (Letter from an Unknown Woman - Max Ophüls)Prégénérique / Extrait Key & PeeleExtrait / JLG Je vous salue, SarajevoVCNCS / Dirty State Fabulous Sheep / Dogs
David Novac from Wealthwise Education and Michael Gable from Fairmont Equities go in-depth and stock specific. Stocks covered: A2M, BKG, IFL, OZL, PXA, CTD, JLG, FEX, IVC and BET. Our stocks of the day are Bubs (BUB) and Woodside (WDS) . Our GDPR privacy policy was updated on August 8, 2022. Visit acast.com/privacy for more information.
I interviewed Dr. Paulette Evans. Dr. Evans earned her MBA from Stetson University, where she graduated Magna Cum Laude. She is currently enrolled at Capella University, where she is working on a Doctor of Education degree, focused on Performance Improvement Leadership. Dr. Evans is an expert in researching, developing, and implementing engaging and comprehensive membership and leadership tools, which was essential for her work with the Junior League of Greensboro, NC; she is now using those skills in the Junior League of Raleigh, NC. She has served on the Board of Directors for JLG as Treasurer and Finance Vice President. As part of the Training & Education Committee, Dr. Evans was the W2W Coordinator & Women's Leadership Summit Budget Analyst where she implemented a three-track system for the breakout sessions at the annual Women's Leadership Summit. The tracks were designed to meet a woman where she was in her career and prepare her for where she wanted to go. The three tracks included “Developing” (for women looking for skills to become a leader), “Supporting” (for those who needed support for their current leadership roles), and “Encouraging” (for women who have been a leader and wanted to encourage other women leaders). She has also held various positions on the Executive Board of the Burlington Alumnae Chapter of Delta Sigma Theta Sorority, and she served on the Board of Directors for the YWCA of Greensboro. With all of her aciculate, she has maintained her passion to be a servant leader; she is currently in leadership positions in the Junior League of Raleigh, the Raleigh Alumnae Chapter of Delta Sigma Theta Sorority, and the Wake Forest Chapter of Soroptimist International. Professionally, Dr. Evans is the Senior Business & Quality Improvement Leader for the Revenue Cycle department at UNC Health Care. She is tasked with partnering with leaders and front-line staff to improve their processes, identifying ways to enhance project team performance, and serving as a key champion of the organization's strategic priorities. In the last 6 years, Paulette has also obtained a certification in Project Management and a certification in Healthcare Quality. Prior to UNC Health Care, she was a Senior Project Manager at Cone Health where she led and managed the development, implementation, and coordination of projects for Reinventing Care, a collaborative process that combined architectural and health care experts from across the country to inform the design, construction and renovation of Cone Health's hospitals. Before transitioning to the healthcare industry, she held a variety of leadership positions at General Electric where she honed and cultivated her project and operations management skills and earned a Six Sigma Black Belt. As Electrical Project Specialist, she managed 430 projects totaling $13.4MM for the sales team in the North Florida district and helped the team reach $58MM for the 2006 budget year. In 2017, Paulette was recognized as one of 40 Leaders Under 40 by the Triad Business Journal, and she was featured in the Clemson World Magazine as a “Tiger on the Move.” I encourage everyone to buy her book follow her and be transformed through her insights. Everyone has a story, and this is her story. Below are the sites that house her work. https://www.linkedin.com/in/paulettejevans (https://www.linkedin.com/in/paulettejevans) https://www.facebook.com/paulettejevans/ https://www.instagram.com/paulettejevans/ (https://www.instagram.com/paulettejevans/) Visit our Threads of Enlightenment store: https://threads-of-enlightenment.myshopify.com/ (https://threads-of-enlightenment.myshopify.com/) We shop worldwide to find some of the highest-quality and some limited hard-to-find products online for you. We work closely with many suppliers to get the lowest prices. Enjoy our store!!!!!!.
Scott Daly is the JLG General Manager of Australia & New Zealand. I managed to catch up with Scott at the HIRE22 convention in Adelaide, during the episode we learn how Scott first joined the industry and roles he has had over his career, some of JLG's new products such Service Plus, the new electric powered rough terrain scissor lifts and compact crawler boom while learning about JLG's manufacturing capabilities in Port Macquarie.LEARN ABOUT OUR SPONSORS & PARTNERShttps://www.thefleetoffice.com.au/Get away from paper documents and spreadsheets and become more compliant by using our cloud-based fleet management software. Save money by streamlining your hire business and understanding your fleet and utilization better.Create quotes and invoices, allocate equipment and operators to jobs, and easily compare your projected income with your current invoices, making you more profitable. Track your hired assets for accurate automated invoicing by capturing additional usage. Pre-starts, risk assessments, maintenance, timesheets, dockets, and asset efficiency all managed on one-easy to use platformhttps://hireandrental.com.au/about-the-hria/The Hire & Rental Industry Association (HRIA) promotes hire as the preferred choice for Australian business and consumers through supporting members, hire businesses, developing people and growing the industry. Celebrating our 50th anniversary in 2018, the HRIA continues to be a powerful voice for the hire industry in Australia, providing direction and support to enhance the success and safety of hire businesses in Australia.PODCAST INFO:Podcast website: https://www.therentaljournal.com/podcast-episodesApple Podcasts: https://podcasts.apple.com/au/podcast/the-rental-journal-podcast/id1529824111Spotify: https://open.spotify.com/show/1EhZH7P39tgHJpmAyaF1He?si=xDVjELiFTqSX_u8fwbV5Uw&nd=1SOCIAL:LinkedIn: https://www.linkedin.com/company/the-rental-journalInstagram: https://www.instagram.com/therentaljournalpodcast
Mathan Somasundaram from Deep Data Analytics and Gaurav Sodhi from Intelligent Investor go in-depth and stock specific. Stocks covered: BKW, ACL, DSK, CXO, ORI, JLG, ANZ, BGA, COB, BET. Our stock of the day is Suncorp (SUN). See acast.com/privacy for privacy and opt-out information.
ASX 200 fell another 101 points today to 7020 (-1.4%) as once again banks saw widespread selling and resources eased despite good numbers from China. The Big Bank Basket fell to $167.72 (2.6%). CBA down 2.6%, WBC down another 3.7%. MQG held up with a small loss, insurers were under a little pressure, QBE down 0.7% and MFG rose 2.2% on news of Hamish. Industrials were patchy with CSL up 0.3% and RHC up 0.6% with SHL off 1.7%, WES continued its slide down 1.0%, GMG down 1.7% and QAN falling 4.1% as it strains to cope with travel boom. Tech under pressure again with WTC down 3.1%, XRO off 2.6% and the All-Tech Index off 1.3%. BNPL stocks steadied at lower levels, ZIP flat and SQ2 up 0.2%. In resources, BHP fell 2.4%, RIO dropped 1.2% with base metals and lithium under a little pressure, PLS down 5.4% and AKE off 4.2%. Energy stocks mixed, WDS up another 1.9% with STO off 1.1% and coal stocks seeing some sellers as Chinese coal imports weaken on demand. In corporate news, JLG dropped 5.5% again despite reaffirming guidance, SYR fell 10.1% on a little trouble in Mozambique. In economic news, banks and economists racing to talk down property and the economy and rates rises to come. Meanwhile, in Asia, China slid a little as Shanghai is seeing some isolated lockdowns again, HK down 1.2% and Japan flat.Why not sign up for a free trial? Get access to expert insights and independent research and become a better investor.
Yesterday, the Aussie share market started the month of June with a gain of 0.3% or 22 points, despite a huge lithium sell-off.The market was mixed. The communication services sector advanced the most, while the utilities sector fell a massive 5.3%. Looking at the ASX200 stock leaderboard, lithium miners, like Pilbara Minerals (ASX:PLS), Liontown Resources (ASX:LTR) and Allkem (ASX:AKE) were amongst the worst performers, all falling over 15%. This is due to three key factors: Firstly, Goldman Sachs have warned of a “sharp correction” in lithium prices in the next two years, secondly, customs in Argentina have set a reference price to stop ‘irregularities” and thirdly, Chinese EV giant BYD signalled plans to buy six African lithium mines. Meanwhile, the best performers yesterday included Fortescue Metals (ASX:FMG), Telstra (ASX:TLS) and TPG Telecom (ASX:TPG).Looking at the US, Wall Street started the month of June lower, amid worries about the health of the economy. All three benchmarks were in the red, with the Dow dropping nearly 200 points, the S&P500 falling 0.75%, and the tech-heavy Nasdaq down 0.72%. What to watch today:Following the negative session in the US, our local market is set to fall this morning if you go by the SPI futures. The futures are suggesting a drop of 0.76% at the open.Economic news wise, today we'll get the latest data on Australia's trade surplus for April, and the market is forecasting $9 billion trade surplus for the month. Keep watch of Pilbara Minerals (ASX:PLS), who have announced its new CEO. According to its release, the business will be promoting its chief operating officer, Dale Henderson to the CEO role. Moving to commodities: The oil price rose as the European Union leaders agreed to a phased ban on Russian oil, and as China ended its COVID-19 lockdowns in Shanghai. The gold price also lifted from its two-week low, as investors looked towards the safe-haven asset amid worries over an increase in inflation. However, a stronger dollar and higher US yields kept gains in check. The seaborne iron ore price is trading 2.6% higher at US$137 a tonne. TechnologyOne (ASX:TNE) is set to go ex-dividend today. Trading Ideas:Bell Potter have maintained its Buy rating on building company, Johns Lyng Group (ASX:JLG), with a reduced price target, from $8.70 to $7.50. Bell Potter's favourable view on JLG is supported by the business being the category leader in Australia, its scalable business model, strong cash flow, as well as its opportunities in the US. Now, at its current share price of $5.92, this implies 26% share price growth in a year.Trading Central has a bearish signal on Mineral Resources (ASX:MIN) indicating that the stock price may fall from the close of $58.70 to the range of $47 - $50 in the next 16 days according to standard principals of technical analysis.
The ASX 200 rallied from extreme lows finding support at 7000 closing down only 70 points at 7051 (1.0%). A decent turnaround after falling over 170 points shortly after the opening. Good close too. Selective buying emerged in some tech stocks and industrials, WTC rallied 4.1% and XRO finding friends rising 4.2%. The All- Tech Index slightly positive despite a 8.5% fall in SQ2. CSL was better but other healthcare stocks remain under pressure with RHC down 2.0% as AustralianSuper pulled out of a KKR bid. Banks on the nose again with the Big Bank Basket down to $183.92 (0.6%). The Big four banks made $14bn combined cash profits in the first half, back to pre CV19 levels. NAB up 0.3% ahead of the ex div tomorrow and CBA off 0.9%. MQG steadied at lower levels down only 1.1% with insurers doing ok. QBE up 0.7%. Industrials mixed, TLS fell 1.3% with some bounces in REITs with GMG up 0.3%. Resources under pressure as was the AUD as China growth worries continue. BHP fell 2.6%, FMG off 2.7% and RIO down 3.6% with iron ore second liners like MGX down 3.1%. Gold miners fell, NCM down 3.6% and NST off 3.6%. S32 hit hard by 3.5% as were other base metal and lithium stocks but off lows, energy stocks fell with STO down 1.7% and WPL off 2.6%. Coal stocks too under pressure as WHC fell 1.8% and SMR down 2.4%. In corporate news, PDL rose 8.1% on a very respectable set of numbers. IMU up 3.1% on moving to Phase II trials, AUB returned from its capital raise, ex entitlement and fell 9.9%, JLG got walloped down 16.6%, not sure of reason. In economic news, retail sales were better than expected with cafes and restaurants in demand. Asian markets weaker with Japan down 0.5%, HK down 2.3% and China actually up 0.6%. 10-year yields steady at 3.55%. Why not sign up for a free trial? Get access to expert insights and independent research and become a better investor.
Ben Clark from TMS Capital and Mark Gardner from Maqro Capital go in-depth and stock specific. Stocks covered: MMM, AXE, LIT, CIP, NCK, ANZ, JLG, IAP. HPG, RCP. Our stock of the day is Aristocrat Leisure (ALL). See acast.com/privacy for privacy and opt-out information.
David wraps up his miniseries on Godard as he and his guests interrogate JLG's final collaborations with Jean-Pierre Gorin as part of the Dziga Vertov Group.
David wraps up his miniseries on Godard as he and his guests interrogate JLG's final collaborations with Jean-Pierre Gorin as part of the Dziga Vertov Group.
Today I am continuing our series on the six principles of human performance. This time we are covering principle #2, Error-likely situations are predictable.After we gain awareness of error and system induced violations, how our brains are wired, and why inattention and complacency are natural; we become stronger at predicting error. We start to see this concept on a macro and a micro scale. This is a beautiful thing because when we can predict error, we are better equipped to defend against it. Sometimes we can even change the system to eliminate error.Last time, we talked about different performance modes. Skill based mode is less prone for error. Rule and knowledge based modes are more prone for error. If people have to follow a bunch of rules within a procedure, there is a chance our brain will forget a step. If that procedure is unavailable, error is highly likely.In a study of this by James Reason, people are 20 times more likely to make an error if a procedure is unavailable. If a worker is unfamiliar with a task, they are 17 times more likely to make an error. If they are in a hurry, 10 times more likely to error.When we look at our systems through this lens, it becomes much more predictable where the next incident will occur. We can't predict everything, but we can get better at predicting.FatigueIn construction, fatigue is a common, predictable, error-likely situation.Fatigue has the same effect on your brain as alcohol. Although a hard concept to accept, we are often managing a bunch of drunk people. If they were drunk on alcohol, we would most likely kick them off the job (and hopefully get them some help). But fatigue drunkenness is a risk tolerance that our industry commonly accepts.I'll start with an extreme example. If a paving contractor has to work all day and into the night, to meet the demands of the client, within the limited resources of the company; they could feasibly be awake for 21 hours straight between work demands, the commute and the stuff everyone has to deal with at home. According to WorkSafeBC, that is the blood alcohol equivalent of .08%. The same number the State of Georgia uses to determine if you are too drunk to drive.It's an extreme example, and not every contractor is working that many hours, but some do in our industry. There are people out there doing road construction whose brains are operating the same way as a legally drunk person. That is a predictable, error-likely situation.A less extreme example, but even more common in our industry, is going 17 hours without sleep. If a worker has to pull a 12-hour shift, drive an hour to and from work, we are up to 14 hours, just with the job aspect alone. But what about their home life? Who doesn't have crap to do at home? Marriage, parenting, house chores; we all have stuff we are responsible for outside of work too. So, if we give the worker 30 minutes in the morning to get out of bed and hit the road, and 2.5 hours after work to deal with life before they get back in bed, we are up to 17 hours without sleep. In this example, the blood-alcohol equivalent is 0.05%. So, they could pass a breathalyzer but they are one beer away from being legally drunk. In other words, they may not be drunk yet, but the fatigue is still equal to people drinking on the job from a brain-based standpoint. Error is predictable.Everyone has a different relationship with alcohol but I'll throw myself under the bus for a minute. Intellectually, I know how much I can drink before I do something stupid. But I also understand my brain can't make great rational decisions when alcohol is introduced to it.Let's say a person plans to have two drinks. Then they are more relaxed, “oh heck I'll have one more”. At that point, moderation and good decision making go out the window. Why? Because our brain has stopped making good judgement. Next thing you know, you are drunk while never intending to get that way. It happens, because the alcohol impairs our ability to make good judgements.I'm sure not everyone listening has done that, but I'm also sure some of you know exactly what I'm talking about.From a brain perspective, that's happening on the jobsite. The more fatigued someone is, the less likely they will make good decisions. If you know people are working a 12, then error-likely situations are predictable. Especially when they are operating under a rule or knowledge based mode.Some companies are very concerned with work-rest schedules. Is a fatigue management plan part of your safety program? If long shifts are predictable in your organization, then fatigue management should be an official system. It would be good to review if fatigue is in the table of contents and how is it actually being managed in the real world.Scope of WorkScope of work is another error-likely situation. The more work flows away from our typical scope, the more likely error becomes. Being unfamiliar with the task, means the worker is 17 times more likely to make a mistake. Combine the fatigue issue we just covered and you can easily predict where we are headed.If we typically build poured in place concrete jobs, and now we have a wood frame job, error is predictable. From a general contractor perspective, we are now managing a completely different set of contractors. We may have mastered formwork, shoring and concrete systems; but now we are dealing with a bunch of carpenters. As the scope of work changes, error becomes predictable.On a smaller scale, the client has some safety rules that are different than most jobs we work on. The rules have become normalized on our other projects. They have become more subconscious. On this current project, we have to stop and think more often and are expected to make good decisions. Because of this, our prefrontal is doing the work and more prone for error.Let's say we normally work on a scaffold, without personal fall arrest, as long as all the guardrails are in place. Now we are working for a new client and they require personal fall arrest and guardrails at all times. Maybe they have the best intent ever. Maybe they are viewing safety through the lens of layers of defenses. At the same time, we are requiring our workforce to work differently. Someone is going to forget no matter how long the safety orientation was. Instead of getting mad that someone forgot we should expect them to forget.Any change in the scope of work is an error likely situation, both on a macro and a micro scale. Another one is operating different equipment. Normally a worker operates a CAT. Something goes wrong and we send it back to the shop for maintenance. In the meantime, we are provided with a Komatsu. The equipment operates differently, which means error is predictable.Most of the time we use Genie, but this time rental company sent out JLG. Same thing. Change in equipment, controls operate differently, capacity numbers change, approved attachments change, operational rules change; error is predictable.New equipment, new harnesses, new fall anchorage, hydraulic shoring vs. a trench box, new rigging manufacturer, new type of scaffold; all of these things are creating error-likely situations. When we are aware of these things, we can predict them. Then we can implement defenses if we are forced to use new and different stuff. We might even be able to change the system to lessen the amount of different equipment people use. Either way, it's that style of thinking we need to evolve. Do we get this concept, talk about it in meetings and do something about it?Another one is systems that influence error-likely situations. Especially within the context of violations. A common one that comes to mind is not having the right tools for the job. The reason it falls under the system category is that we commonly drift away from providing the right stuff to do the job. We will cover drift as its own topic in the future, but as a simple explanation, humans are always looking for an easier way to accomplish a task. It's another brain-concept. The difference between the perception of efficiency and taking a safety shortcut is usually based on the outcome. If the shortcut got the work done faster and no one got hurt, it was a good, efficient decision. If someone got hurt, it was a safety shortcut.So back to the right tools for the job. Sometimes organizations start with great intent of determining the needs on a project, providing those needs and then going to work. Over time, people can drift away from doing this. An equipment manager can perceive that they have done this so many times in the past, they know the work, they know what the people need, and provide equipment based on past, similar projects.Now the workers are faced with some new challenges. They've used scissor lifts on previous projects but they have some unique challenges on this job that require a boom lift or a one-man lift, and now they perceive that management wants them to get the work done with what they have. So, we end up seeing workers standing on the rails of the scissor lift to get the job done.Some may think the workers should tell us when these situations arise. From their view, maybe they are thinking management never does a needs assessment anymore. What they really want is for us to figure it out with what we have. The system has drifted and evolved.There are overlaps in these principles. People and organizations drift. What is the official system on paper can drift into the unspoken system that is not on paper. It's normal and needs a recheck from time to time. Our industry is constantly evolving. Our systems evolve to. Sometimes, in directions we would prefer them not to.We may have a system that requires us to sub out a portion of our work. A common one I see is subbing out the role of traffic control in the road building industry. Maybe due to budget concerns, the organization has determined that subbing out flaggers is more cost effective. But at the worker level, our team may be forced to use subpar traffic control. Now the overall job is normalizing risky behavior because of the workplace system.Complexity of a system is a predictable error-likely situation. When workers are overloaded with information, they are 6 times more likely to make an error. The complexity of filling out a LOTO form, ensuring stored energy is dissipated, all locks and keys are where they should be, everything has been communicated to all parties involved, and everything has been timed at the appropriate moment, is very complex. That's a lot to put on the brain. You should expect errors with LOTO. That's why a peer check, or a buddy system, a second set of eyes, can be valuable when you predict error to occur.You can train, measure and hold people accountable for doing LOTO procedures perfectly. But when you view this as a complex system in which error is likely, you will change the system based on expecting error to occur. If your system is modified with a second set of eyes doing a double check, you minimize the potential for a human to forget a step.That same concept can be applied to personal fall arrest systems, confined space work or anything that is a complex system. Complexity breeds error-likely situations.As you can see, through the eyes of human error, there are many things going on in our work that make error more predictable. When we look at our organization through this lens, we have a better success rate at reducing these errors. It's not about a one-and-done view. It's about thinking this way. Thinking about error likely scenarios and accepting that its an ongoing process. Things will always be changing including the scope of work, the client's requirements, the tools, the equipment, the way we do the work and the systems we work within.When we meditate on these concepts, we can come up with methods to defend against the errors that are predictable to occur. Especially in construction, we can't eliminate everything. There are some things we just don't have control over. What we can do is accept those realities and put in better defenses for these predictable scenarios. I want to leave you with one last thought on all of this. Here's a quote from Jay Shetty:“It's a mistake to think that when we read a book, attend a class, and implement changes that we'll fix everything.”This quote can be applied to so many things in life. There is no universal plan for perfection. We are not perfect and neither are the systems we work in. The way we get there is by training our minds to think differently. Life, work, systems; they are always going to take a detour. We should expect the organizational ship to swerve, to change, to evolve, to drift. If we think differently about error, we can improve how we react and how we respond, when those never-ending changes occur. We are not searching for the magic one-and-done fix-all. There is no magic safety dust. Our focus should be on evolving the way we think about risk, violations and the potential for human error. At the end of the day, understanding human error and defending against it is mostly concerned with thinking differently.Next time we'll tackle my favorite principle, individual behaviors are influenced by culture and leadership. Till then, hope you have a beautiful day my friends.
US stocks rallied for the third straight day as equities climbed back to record highs. Investors bought into oil, tourism and vaccine stocks. Following the US, the Aussie share market is set to open higher. What to watch today: ASX listed vaccine developers are likely to rally, such as CSL (ASX:CSL) and Telix Pharmaceuticals (ASX:TLX). This follows the US overnight, where Pfizer shares rose over 2%, BioNTech shares rose about 10%, Moderna rose 9%, and Trillium Therapeutics soared 188% off the back of news of a Pfizer takeover. Expect oil stocks to charge. After the oil price jumped 6%, it partially recovered from its 9% pull back. This is its biggest weekly decline in 9 months. The copper price jumped 1.9%. This supports stocks such as BHP (ASX:BHP) and Oz Minerals (ASX:OZL). Company earnings results today: Seek (ASX:SEK) reported a net profit of $752 million in the 2021 financial year, rebounding from 2020's loss of $113 million. As for the current financial year, SEK guided that profit will be lower, between $190 million and $200 million, amid unprecedented COVID-19 conditions. Boral (ASX:BLD) recovered from a $1.1 billion loss in 2020, swinging profit in FY21 to $639.9 million. This is an 156% improvement, beating market expectations of $260 million. The company will not be paying a final dividend, to preserve capital and remain cautious of COVID-19 conditions. Johns Lyng Group (ASX:JLG) reported net profit grew 17% in the full year to $18.6 million, missing expectations of $21.2 million profit. Western Areas (ASX:WSA) reported net loss after tax of $7.7 million, in line with expectations. AMA (ASX:AMA) reported a net loss of $97 million, after the market expected a profit. AMA declared it is unable to pay a final dividend. McMillan Shakespeare (ASX:MMS) reported net profit of $61 million. Trading Ideas: Best & Less (ASX:BST) was initiated as a Bell Potter BUY rating, with a price target of $3.30, implying 30% share price growth in a year. Openpay Group (ASX:OPY), Genetic Signatures (ASX:GSS) and Arometrex (ASX:AMX) are all giving off bullish charting signals, according to Trading Central.
In this episode of Rental's The Bottom Line, Rental Editor Alexis Brumm sits down with Rob Messina, senior vice president of product development and product management for JLG Industries' Access team. They discuss what JLG is doing in terms of connect products and autonomy, where the company wants to go in the future with integrating new technologies in aerial products, and safety innovations. Learn more about your ad choices. Visit megaphone.fm/adchoices
This episode of Supply Chain is Boring features Maryanne Ross. Maryanne has been active in adult education for over 25 years, starting her own training company in October 2001. She is recognized through the APICS Instructor Development Program as a Master Instructor for CPIM and CSCP and a Lead Instructor for Lean Enterprise, Global Sourcing and the Principles Courses. She is also recognized as a Master Instructor of new instructors for all three of the APICS Instructor Training Programs.Maryanne has 18 years of experience in a variety of manufacturing, purchasing and logistics positions, including automotive, medical, consumer goods, electronic and food industries. Maryanne has been an APICS member for over 25 years. She has developed interactive exercises to enhance the entire suite of APICS CSCP and CPIM review courses, and has served as a subject matter expert on the APICS CPIM, CSCP, and Principles content development committees. She has also been instrumental in creating activities and enhancements for the CPIM, Principles and Lean programs. Her passion is stimulating the learning experience for adult learners by creating hands on exercises that engage all learning styles. She is often engaged to deliver 5S and Lean training for Fortune 500 organizations, utilizing their internally developed curriculums, working in union and non-union environments She has trained several thousand participants around the world, working for clients such as Astra Zeneca, Exxon Mobil, AOL, Merck, DuPont, Volvo, Northrop Grumman, Hollister, GE, Fairchild Controls, The Hershey Company, JLG, Manitowoc Crane Group, Wabtec, and the U.S. Department of Veterans Affairs. Supply Chain is boring is hosted by Chris Barnes. Learn more and listen to other Supply Chain is Boring episodes here: www.supplychainnowradio.com/supply-chain-is-boring