Podcast appearances and mentions of viva energy

The market has seen a solid improvement today following a week which saw some sizable swings. Stevie is back on board and joins Laura to reflect on this recent performance and to further unpack the latest in the tariff saga. The majority of the sectors have seen gains and so they run through the big winners including Viva Energy and DroneShield, discuss the performance of gold stocks, and look at what to expect across this short week with US earnings data likely to gain attention. 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.

The servo wars are on, with Viva Energy affected by a huge sell-off after a profit downgrade. MARKET WRAP: ASX200: down 0.68%, 8,251 GOLD: $2,953 US/oz BITCOIN: $141,579 AUD Woolworths jumped 1%, they are expected to report tomorrow. Telix Pharmaceuticals up more than 2/1/2 % to $31.14 CSL is bouncing off 12 month lows up ½ % to $262 Zip jumped 13 per cent to $2.71 after its cash earnings more than doubled amid growing transactions and low bad debts. Nine Entertainment advanced more than 3% per cent to $1.69 despite reporting a 15 per cent fall in interim earnings Johns Lyng Group shares down more than 30% to $2.53 Viva Energy also disappointed the market with a weaker outlook. Shares down more the 25% to $1.75 Dominos shares down 10% to $28.89 GYG shares down 2 ½ per cent to $34.97. CURRENCY UPDATE: AUD/USD: 63.42 US cents AUD/GBP: 50.3 pence AUD/EUR: 60 Euro cents AUD/JPY: 94 Japanese yen AUD/NZD: 1.10 NZ dollars See omnystudio.com/listener for privacy information.

Star Entertainment are looking for a cash injection, but with state governments unlikely to help, is this the end for the casino operator? MARKET WRAP: ASX200: up 0.45%, 8,347 GOLD: $2,748 US/oz BITCOIN: $172,773 AUD Dropping over 5% to $1.41 was Karoon Energy on disappointing news about its US exploration well. Woodside down 0.6% and Viva Energy, down 1.8%. Down by more than 1% were Transurban, Evolution Mining, and Ramsay Health Care. Commbank & NAB up 0.8%, and Macquarie gaining 1.9% Software company Iress lifted by 6.2% after saying it would sell its superannuation business for $40 million. And a loan from the US Department of Energy worth $1.6 billion helped lithium miner Ioneer to shoot up more than 20% to 20 cents a share. CURRENCY UPDATE: AUD/USD: 62.18 US cents AUD/GBP: 50.9 pence AUD/EUR: 60 Euro cents AUD/JPY: 97 Japanese yen AUD/NZD: 1.10 NZ dollars See omnystudio.com/listener for privacy information.

Mosaic Brands is the latest retail chain to suffer the fate of administration, but should we be surprised? MARKET WRAP: ASX200: up 0.12%, 8,221 GOLD: $2,753 US/oz BITCOIN: $103,737 AUD The Tech sector leading the way, up 2%, led by Xero, up 2.5%, and Wisetech Global, up 0.9% A lift in the iron ore price on futures markets helped our big miners, as BHP lifted 1.3%, Fortescue rose 2.2% and Rio Tinto gained 1.7%. Sleep apnoea med tech company Resmed gained 3.6% to $39.07 Sliding backwards by 15.3% to $10.36 was uranium producer Paladin Energy Lowering tensions in the Middle East brought the oil price down, with Woodside, Santos and Viva Energy all finishing in the red. Mosaic Brands heading into voluntary administration, with shares suspended at 3.6 cents since late August. CURRENCY UPDATE: AUD/USD: 66.00 US cents AUD/GBP: 50.90 pence AUD/EUR: 61 Euro cents AUD/JPY: 101 Japanese yen AUD/NZD: 1.10 NZ dollars See omnystudio.com/listener for privacy information.

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.

Our guest in The Sustainable Hour no. 523 is Dr Sanja Van Huet who is concerned about Viva Energy's plans to build a large gas hub.

Telix Pharmaceuticals have pulled out of a plan to list on the Nasdaq and will take on $650 million worth of debt. ASX200: down 0.09% to 7,963 AUD: 65.99 US cents GOLD: $2,413 USD/oz BITCOIN: $100,424 AUD There were mixed fortunes for Tesla & Alphabet in overnight reporting.  Gains were led by the gold miners, with Emerald Resources up 6%, Ramelius up 4.2% and Evolution up 4.1%. Gains of more than 1% for Cochlear, Suncorp and Resmed. It was a sell off for energy and real estate stocks driving the losses today. Falls in the oil price – with one barrel of Brent crude oil at $US 81 – saw losses of 1.3% for Ampol, Viva Energy down 1% and Beach Energy off by 3.3% Goodman Group and Stockland led the real estate losses, down 2.1 and 2% respectively. And Flight Centre shed 4.7% after revising its profit guidance. See omnystudio.com/listener for privacy information.

This episode is focussed on Viva Energy, an Australian company, which holds ownership of the Geelong Oil Refinery and distributes Shell-branded fuels throughout Australia through a license agreement. The company operates in three primary sectors:Energy & Infrastructure, with a focus on the refinery, which is one of the two refineries in Australia.Commercial and Industrial, catering to Business-to-Business (B2B) needs, including aviation, maritime, and agricultural sectors.Convenience & Mobility, managing retail petrol stations across the country.Our guest expert is Oscar Oberg, a seasoned professional, who's the Lead Portfolio Manager at Wilson Asset Management. The Equity Mates Summer Series is proudly supported by CommSec. If the Equity Mates content isn't enough for you, CommSec has a content hub stocked with all the support, information and resources you need to build confidence and make the right money moves.Get $0 brokerage on your first 10 trades for Australian markets, when you join. Download the CommSec app today or visit commsec.com.au. CommSec T&Cs and other fees and charges apply.If you want to go beyond the podcast and learn more, check out our accompanying email. Buy a copy of Don't Stress, Just Invest now, click here. You could win $500 by filling out our EM Community Survey. Click here. *****In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast 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. *****This episode contained sponsored content from Commsec. *****Equity Mates Investing Podcast 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.Equity Mates is part of the Acast Creator Network. Hosted on Acast. See acast.com/privacy for more information.

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CAGR reporting, YAL's PrOpCaF, US Portfolio, SGM market update, Lithium a Sell for PLS, Viva Energy & Vitol, QAN troubles, Mortgage rate change 6.58%, CCP now ex-div, Brisbane catch up, Pulled Pork: WGX, borrowing against a mortgage to invest in shares, ex-dividend and Josephine status, and charting our buy list.

In this week's Monday Market Highlights, Sustainable Investment Analyst Nick Morgan discusses inflation data out of the US, with the core CPI slowing for the fifth consecutive month. He also covers the ECB interest rate decision for September, the UK's rising unemployment rate, Chinese retail sales,  Australian employment data, and New Zealand's pre-election economic and fiscal update. In equity news, Nick looks into global energy and commodity company Vitol's sale of 248m shares of Viva Energy, equal to 16% of Viva's issued capital.   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.

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This week we cover Phillip Lowe stepping down as RBA Governor, US June inflation, the University of Michigan consumer sentiment, the NFIB business optimism index, UK employment data, the RBNZ interest rate decision, Viva Energy, Neuren pharmaceuticals, and Megaport. 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/

In this week's Monday Market Highlights, Sustainable Investment Analyst Nick Morgan discusses RBA Governor Phil Lowe's decision to not renew his tenure, with replacement Michelle Bullock starting in September. He also looks into the US June inflation numbers, the University of Michigan preliminary consumer sentiment survey, and the NFIB business optimism index. In equity news, Nicky discusses Viva Energy, Neuren Pharmaceuticals and Megaport.   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.  

In New York overnight, equities were higher after the large banks gained, following the Federal Reserve's annual stress test. This is a test that ensures the large banks are capitalised and can lend to businesses and households even in a severe recession. All 23 of the US banks that were included in the Fed's annual stress test weathered a severe recession scenario while continuing to lend to consumers and corporations. The banks lifted the Dow Jones to close 0.8% higher, while the S&P500 gained 0.45% and the Nasdaq closed flat. European equity markets were mixed as investors assessed commentary from major central bankers on the need to continue to fight inflation. The STOXX600 ended slightly higher, with retail stocks advancing the most on the back of robust earnings from H&M, while travel and leisure stocks declined. What to watch today:The SPI futures are suggesting the Australian share market will rise 0.17% at the open this morning. Looking at commodities, Crude oil has rebounded above US$70 a barrel, as investors assessed a larger-than-expected decrease in US inventories and weighed the impact of rising interest rates on global growth and fuel demand. The latest Energy Information Administration report saw a significant drop of 9.6 million barrels in crude inventories last week, when the market expected a 1.8 million barrel draw. So, keep watch of energy producers today. Gold stocks will also be on watch after the gold price fell overnight. So watch gold miners such as St Barbara (ASX:SBM) and Newcrest Mining (ASX:NCM). And iron ore has advanced, trading at US$116.50 per tonne, very close the two-month high of US$117 touched mid-June. Markets are assessing concerns of lower demand against the possibility that the Chinese government will provide stimulus measures for its construction sector. Trading Ideas:Bell Potter maintains a Buy rating on Telix Pharmaceuticals (ASX:TLX) after recently completing a site tour of the company's US Head Office and attended an investor day targeted at US investors and the annual SNMMI conference. Their price target remains unchanged at $14, and at TLX's current share price of $11.44, this implies 22.4% share price growth in a year. And Trading Central have identified a bullish signal in Viva Energy (ASX:VEA) indicating that the stock price may rise from the close of $2.98 to the range of $3.29 to $3.37 over 18 days, according to the standard principles of technical analysis.

Join Stevie and Laura for the market close update! The market was ever so slightly down today, along with 7 of the 11 sectors. This comes a day after the RBA's 12th interest rate hike in just over a year. Surgical company Polynovo lifted most after announcing record sales in May. Retailer Adairs hit a 5 year low today and Viva Energy facing major losses following an accident. 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.

Viva Energy, the company behind Shell petrol stations, has acquired service station network On the Run for over $1 billion. Google has made some major updates to its search engine as it starts to face Search competition for the first time in years. Coca Cola produces $3 billion worth of pure cocaine per year and sells it to dentists --- Build the financial wellbeing of your team with Flux at Work: https://bit.ly/fluxatworkDownload the free app (App Store): http://bit.ly/FluxAppStoreDownload the free app (Google Play): http://bit.ly/FluxappGooglePlayDaily newsletter: https://bit.ly/fluxnewsletterFlux on Instagram: http://bit.ly/fluxinstaFlux on TikTok: https://www.tiktok.com/@flux.finance --- The content in this podcast reflects the views and opinions of the hosts, and is intended for personal and not commercial use. We do not represent or endorse the accuracy or reliability of any opinion, statement or other information provided or distributed in these episodes.See omnystudio.com/listener for privacy information.

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Viva Energy buys OTR group for $1.15 billion, RBA Governor Philip Lowe believes inflation will return to the 2-3% range. Plus, Daniel Hynes on OPEC's decision to reduce oil production and its impact on inflation.  See omnystudio.com/listener for privacy information.

The Shahin family owned OTR business has been sold to Viva Energy, which runs Coles Express. The move will see Coles Express rebranded to OTR, growing the SA born-brand right across Australia. Yasser Shahin spoke with Matthew about the announcement. See omnystudio.com/listener for privacy information.

Please note: US markets were closed overnight. The major US benchmarks closed mixed to end last week, with energy stocks down the most, while yields on the 10-year and 2-year Treasury bonds also weighed on equities. European equities were higher however, boosted by gains in mining stocks. Coming up this week – the thinking behind monetary decisions at the Fed will be under the spotlight on Wednesday as the US central bank releases the minutes of its latest meeting, while Friday's release of US Personal Income and PCE, the Federal Reserve's preferred inflation measure will be closely watched for signs of whether inflationary pressures will re-accelerate or become less intense. Also, US earnings season is also full swing a few big names announcing Q4 results during this week. What to watch today:Our local market is poised to open lower this morning, with the SPI futures suggesting a 0.38% drop. It's another busy day in reporting season – these reports are causing a lot of movement in markets this month. So today we'll be watching out for AMA Group, BHP, Coles, G8 Education, Tabcorp and Viva Energy. BHP Group (ASX:BHP) earnings will be one of the most watched today. Goldman Sachs are expecting underlying EBTDA US$13.7b, NPAT of US$6.9b, and an 88 US cents per share interim dividend, compared to the consensus estimate of 98 US cps. In commodities, the oil price is higher, rebounding from an almost two-week low of around US$75 touched last week, as investors weighed optimism about a recovery in Chinese demand against rising US supplies and persistent worries about a global economic slowdown. Gold has steadied after hovering near its weakest levels in seven weeks after hawkish comments from the Fed and strong eco data weighed down on gold, while iron ore has extended its rebound, so keep your eye on iron ore miners this week, such as Champion Iron (ASX:CIA), Fortescue Metals (ASX:FMG), and Rio Tinto (ASX:RIO). Trading Ideas:Following the H1 results for The a2 Milk Company (ASX:A2M) announced yesterday, Bell Potter have reiterated their Buy rating, after A2M reported underlying NPAT ahead of Bell Potter's expectations. There price target has been increased from $6.80 to $7.65, which at its current share price of $6.49, implies 18% share price growth in a year. Trading Central have identified a bearish signal in Metals X (ASX:MLX) indicating that the stock price may fall from the close of $0.33 to the range of $0.23 to $0.25 over 34 days.

In Episode 103 of the No Limitations podcast “A Period of Great Change”, Blenheim Partners' Gregory Robinson speaks to Scott Wyatt, Chief Executive Officer and Managing Director of leading energy company Viva Energy Group Ltd, which supplies about a quarter of Australia's fuel requirements. With change occurring on a multitude of fronts, Scott and Viva Energy are uniquely positioned, catering to Australia's energy needs now and well into the future. Scott shares with us not only Viva Energy's rich 120-year history but also how they are positioning themselves for the new environment, as we embark on a monumental transition that will change the way we live. Having led Viva Energy in the last eight years as well as teams across the world, he casts a light on the pivotal role leadership plays in navigating uncertainty, inspiring new ideas and setting a clear direction. Following a long career with Shell in New Zealand, Australia and Singapore, Scott was appointed CEO of Viva Energy Australia in 2014. He is a Director of the Australian Institute of Petroleum and previously served on the Board of Viva Energy REIT.   Please note: this episode was recorded in June 2022.See omnystudio.com/listener for privacy information.

Boom! What risk event at Jackson Hole later tonight?! The benchmark behaved like Powell will announce he's cutting rates, adding 0.8% to close at 7104.1, almost exactly where it started the week. Across the sectors, only telecommunications finished lower – the one fly in an otherwise perfect ointment. The gains were evenly distributed elsewhere with financials, materials, energy, staples, healthcare and real estate climbing between 0.7% to 1.3%. Mirroring what's been seen the entire week, top and bottom performers were dominated by reporting season. Bega Cheese delivered a tasty treat, surging 11.8% to sit atop the score board. Jumbo Interactive went off, rising 2.3%. Wesfarmers trailed in the distance but still added 1.1%. Viva Energy and Qantas were helped by broker upgrades, climbing 7.2% and 5.5% respectively, while Fortescue rallied 4.4% thanks to gains in iron ore futures and a positive resource update. Not everyone enjoyed such a buoyant Friday, however. PolyNovo was battered and bruised, tumbling 17.5%. It scrapped the bottom of the barrel. Westgold Resources was tarnished, slumping 17.1%. Smartgroup Corporation hit a pothole, losing 11%. Who knows what we'll be walking into on Monday. Over to you, Jay. Our top three VODs:Three retailers for tumultuous timesNeed to know: the key themes driving market movesBusinesses impress during 'frenetic' reporting season Our GDPR privacy policy was updated on August 8, 2022. Visit acast.com/privacy for more information.

The S&P/ASX 200 fell 0.54% to 7032.5, dragged lower by heavy losses in real estate, information technology, healthcare and consumer discretionary. Regular readers would know today's losers were yesterday's big winners. What do they say again? Swings and roundabouts. Despite the small hiccup, the benchmark still logged its fourth straight week of gains. It's been over a year since we've seen a winning streak this long. At the individual level, Telix Pharmaceuticals rediscovered gravity on reports of a share sale from a major investor, plunging 7.3% to sit near the bottom of the scoreboard. It had more than doubled in less than two months prior to today's move. Arena REIT slumped 6.4% on broker activity while Resmed was marked down 3.5% after the release of its full-year accounts. While not a benchmark constituent, Baby Bunting's disappointed investors with its result, sliding 3.3%. That's despite Scutty spending most of his weekends there. Outside of earnings, stocks typically favoured by day traders also underperformed. Energy was a beacon of light an otherwise dreary day, lifting 2.3% as underlying energy prices rallied. Whitehaven, New Hope, Viva Energy, Woodside and Beach climbed between 2.2% and 3.7% respectively.Our top three VODs:Lithium plays set for prolific profitsFinding value in US stocks after the latest bounceScott's earnings winners and losers Our GDPR privacy policy was updated on August 8, 2022. Visit acast.com/privacy for more information.

Another day, another underwhelming performance. COVID outbreaks in China. US earnings risks. Hot inflation persisting – they're all contributing to investor caution and choppy price action as liquidity dries up. That was evident across the sectors today with an even split between winners and losers. Healthcare, consumer staples and utilities rose more than 1%. Financials climbed 0.7% while energy added another 0.2%. At the individual level, Zip topped the leader board, jumping 5.6% after scuppering plans to acquire US rival Sezzle. Shares in the latter tanked nearly 34%. Eagers Automotive and Viva Energy put in strong performances, rising 3% and 2.2% respectively after delivering positive updates. The broader S&P/ASX 200 added 4 points, or 0.06%, to close at 6606.3.Our top three VODs:THREE STOCKS TO CHARGE UP LITHIUM BULLSTHREE SMALL CAP 'BUYS' WITH BIG GROWTH POTENTIALOVERWEIGHT ENERGY AND LOOKING TO ADD MORE See acast.com/privacy for privacy and opt-out information.

This week we cover the US Inflation print, US PPI Data, the Terra/Luna Collapse, Viva Energy and TPG Telecom.  This market highlight is proudly brought to by Milford https://milfordasset.com.au/ Join the XY platform: App Store: http://co.xyadviser.com/xyistore Google Play: http://co.xyadviser.com/xygplay Desktop: https://www.xyadviser.com/ General Disclaimer – https://www.xyadviser.com/disclaimer/

Splat! Losses mounted as the session progressed, sending Australia's benchmark index to the lowest close since late January. Every sector finished deep in the red, almost requiring this scribe to wear sunglasses to peruse the market map. It was glowing, and not in a good way. Tech was taken the woodshed and chopped up, plunging 8.7%. And you thought the Nasdaq unwind was big. Square was smashed, losing 18%. Altium tanked 17%. Xero's half-year was treated like a zero, sliding 10.9% to fresh two-year lows. Orica was one of the few winners, topping the leader board with a gain of 4.6% after releasing its first half results. Ampol and Viva Energy were supported by the latter's positive update. The broader index slumped 123.7 points, or 1.75%, to close at 6941. It's fallen 9% over the past 15 sessions. Our top three VODs: Keep your hands and feet inside at all times, volatility is hereThree blue chips in the bargain binAn easy way to energise your portfolio See acast.com/privacy for privacy and opt-out information.

It was another soggy resources day, balanced out by upbeat financials adding over 1%. BHP's quarterly production miss and soggy guidance sparked a 3% selloff. In contrast, Challenger (up 8%) and Brambles' (up 9.8%) quarterly updates were well received by the market. A broker nod saw Viva Energy add nearly 5%. Tech had a nasty day, the sector shedding 1.8%. There was a 7% slide in poster child Block, but the wooden spoon went to the 21% slump in Megaport. The S&P/ASX200 was edging ever closer to the August record high of 7628.9, until that pesky sell on close, ending the day at 7,593.Our top three VODs:Three Satellite ETFs for your portfolioNetflix, the NASDAQ, and the tyranny of endless growthHas the tech sell-off gone too far? See acast.com/privacy for privacy and opt-out information.

Michelle Martin discuss Bank of America's recovery list of Australian stocks: leading retail drinks and hospitality business Endeavour Group, Airline Qantas and Energy companies, Viva Energy and Ampol.  See omnystudio.com/listener for privacy information.

Check out the story “Thousands in Milan call for climate action” from SBS; The strikers say, “We are in the thick of the climate crisis and yet our government continues to subsidise their mates in the fossil fuel industry, putting all of us at risk”; Science Daily tells us: “New research links tree health to how birds respond to climate change”; Join this webinar on Wednesday, October 13, staged by “Renewables, not gas for Geelong” - A community forum on Viva Energy's proposed gas important terminal in Corio Bay and associated safety risks; From Vote Earth Now: “Key Findings of Climate Council report on security in our region: The federal government's financial support of the fossil fuel industry is actively undermining Australia's national security”; Three stories from Gizmodo: “So Much Ice Has Melted, That the Earth's Crust Is Shifting in Weird, New Ways”; “Privatization Won't Fix This”; “Climate Change May Finally Get Its Day at the Hague”; And now it's three stories from The New York Times: “How the Animal World Is Adapting to Climate Change”; “Trams, Cable Cars, Electric Ferries: How Cities Are Rethinking Transit”; “After Hurricane Ida, Oil Infrastructure Springs Dozens of Leaks”; From Vox: “The case for a more radical climate movement”; And from Energy it's: “Halogen bulb ban 'just a start' in climate change fight”; A trio of stories from The New Daily: “Road to net zero: Scott Morrison has less than a month to unite his government”; “Road to net zero: The very real financial consequences of failure at Glasgow”; “Road to net zero: What the rest of the world thinks about Australia's climate policy”;  From The Canberra Times: “School Strike 4 Climate activists in Canberra continue to call for action from lockdown”; The Financial Post tells readers: “This Is What Europe's Green Future Looks Like”; Coming up are three stories from The Conversation: “Better building standards are good for the climate, your health, and your wallet. Here's what the National Construction Code could do better”; “VIDEO: Michelle Grattan on the Nationals and climate policy, the push for independent candidates, and Malcolm Turnbull”; “Marine heatwaves during winter could have dire impacts on New Zealand fisheries and herald more summer storms”; From The Newsroom: “‘Keep 1.5 alive' is an uninspiring Glasgow goal”; The New Republic tells readers about: “Alexandra Kleeman's Not-So-Distant Dystopia”; And from The Guardian we read: “Giant sequoias and fire have coexisted for centuries. Climate crisis is upping the stakes”; Reuters has a message from The Pope: “'You are making the future today', Pope tells youth climate activists”; The British Library show readers a poster from the First World War that could apply equally to the climate crisis: “'Daddy, what did you do in the Great War?', a British recruitment poster”; Two stories from Climate Conscious on Medium: “Justice, Compassion, and Climate Change”; “Our Approach to Climate Change Is Preventing Us From Solving It”; We finish up today with two stories from The Melbourne Age: “Winds of change blow hope into industrial towns and net zero deal”; “Santos seeks carbon credits for plan to bury emissions underground”.  Enjoy “Music for a Warming World”. Support the show: https://www.patreon.com/climateconversations

The Young Professionals Podcast (TYPP), proudly brought to you by ADAPT Careers (https://adaptcareers.com.au) and co-hosted by Luke Marriott and Nicholas Sargeant (Sarge). Tune into this week's episode with Luke Popovic, Process Engineer at Viva Energy (https://www.vivaenergy.com.au), the operator of the oil refinery in Geelong, Victoria, which is the supplier of about a quarter of Australia's fuel requirements. Before Viva, Luke held roles as a graduate Process Engineer at Wood Group (https://www.woodplc.com), an engineering consulting firm. Before that, Luke was involved in various university placements. Luke studied a Bachelor of Chemical Engineering (https://www.monash.edu/study/courses/majors-minors-specialisations/2022/specialisations/chemical-engineering-xs0002) and a Bachelor of Pharmaceutical Science (https://www.monash.edu/study/courses/find-a-course/2022/pharmaceutical-science-p2001) at Monash University. If you have a career story you would like to share, a role you would like to learn more about or any questions you would like us to ask young professionals, you can reach us through any of our social media that can be found at TYPP.com.au. We would love to hear from you!

The rise in mental health problems caused by the lockdowns in Victoria and NSW have already cost $1 billion in lost productivity and those aged 15 to 25 are likely to be the worst affected, according to updated modelling by the University of Sydney's Brain and Mind Centre. The figure builds on earlier modelling by the centre that estimated the productivity cost of the COVID-19 pandemic at more $20 billion a year due to a projected increase in psychological distress, hospitalisations and suicide. The centre's modelling considers the initial and ongoing cost of increased mental health illness to the health system and the wider economy. This includes estimates of the costs of increased suicide; the costs of caring for the increases in people self-harming and having suicidal thoughts; and estimates of the reduction in productive output of those affected by mental illness. Professor Ian Hickie, the former Mental Health Commissioner, warned the growing COVID-19-related mental health crisis, especially for young people, had become a “shadow pandemic”. Business support for mandating Covid vaccinations in workplaces is growing, with a national survey of 700 companies finding a quarter would like compulsory jabs of their employees. An Australian Industry Group survey of business attitudes to mandatory Covid vaccination in workplaces found more than half were in favour of some form of mandating. 24% said they would like to mandate Covid vaccinations for some or all of their employees; and 27% said they would like Covid vaccinations to be mandated only through a health order related to their industry.Almost 7000 COVID-19 jabs have been administered to critical workers in the food and freight sectors from Sydney's hardest-hit local government areas Co-operation between major employers and the federal government's Operation COVID Shield rollout effort has seen staff of supermarket and food giants Coles, Woolworths, Aldi, OzHarvest and Metcash vaccinated across 19 sites. About 1000 doses have been administered to employees at freight firms Linfox and DHL, according to federal government data. Ahead of a major expansion of workplace vaccinations in coming months, about 6000 Commonwealth Bank and Westpac employees in hotspot local government areas are being jabbed in a pilot phase. Rollout boss Lieutenant General John Frewen is working with the retail and university sectors on workplace vaccinations, and sporting bodies in AFL, tennis, soccer and netball are expected to be included.Hutchison Ports and DP World have told wharfies they must get the jab to come to work next week as new rules introduced by the NSW government ratchet up pressure on employers to mandate vaccinations. The stevedores advised hundreds of workers they could not work at their Port Botany terminals, located in one of the hotspot local government areas in south-western Sydney, from August 30 if they have not had their first dose of a COVID-19 vaccination. The directions confirm what employer groups suspect thousands of employers might be forced to do after the introduction of rules requiring authorised workers in 12 Sydney local government areas to be vaccinated if they work outside their LGA, unless their workplace uses rapid antigen testing. Fully vaccinated travellers will be able to claim 1000 Qantas frequent flyer points, 15 status credits to move up the loyalty tiers and a $20 discount on Qantas and Jetstar flights from tomorrow. It is part of a new initiative from the airline to encourage vaccinations. Frequent Flyer members who claim the rewards will automatically enter a prize draw to get free accommodation at Accor hotels and free fuel from BP service stations. Prize winners will also get a free international flight on Qantas or Jetstar when borders re-open, projected for mid next year. There will be 10 winners overall – one selected from each state and territory, with another two winners chosen from a national pool. The Porsche-driving mortgage broker who filmed dying police officers at a horrific multi-vehicle accident last year has been banned by the corporate cop from providing financial services or credit for at least a decade. Richard Pusey, whom a judge dubbed “the most hated man in Australia”, was banned from performing any function relating to carrying on a financial services or credit business earlier this month by the Australian Securities and Investments Commission. An investigation found the 43-year-old mortgage broker and insurance salesman had given the regulator as many as seven false statements in licence applications and compliance documents. The regulator declared he “is not a fit and proper person to participate in the financial services and credit industries”. In a statement, ASIC said Mr Pusey “has no regard for the law”, “lacks the attributes of good character, honesty, and judgment” and “cannot be relied upon to comply with directions issued from authorities”. ASIC added Mr Pusey “is likely to contravene credit legislation and financial services legislation”. Mr Pusey is in custody awaiting sentencing after pleading guilty to assaulting a woman at his home, and two road rage incidents. Mr Pusey also pleaded guilty to menacing a Westpac bank employee in a series of messages in 2019 following a credit card dispute.Australian electric car charging network JOLT plans to install 5000 free fast chargers across capital cities after Blackrock, the world's largest asset manager, bought a stake in the company and pledged an initial $100 million towards building the network. Drivers using JOLT chargers would receive 7 kWh – equivalent to about 45 kilometres of driving – for free, and be charged for power drawn after that. JOLT would also make money from advertising sold on its charging stations. All the power it sells will be renewable and the installation of the charging points is expected to begin in Sydney in September. JOLT operates charging stations in Adelaide. Charlie Reid, a managing director of BlackRock's Global Renewable Power team, said for the world to reach net zero emissions by 2050, the last internal combustion car engine would need to be sold by 2035. He said this would happen globally and in Australia, whatever government policies were in place, as Australia imported its vehicles.Supermarket giant Woolworths has responded to the push by many shoppers for faster online deliveries, striking a deal with Uber Eats for groceries and fresh fruit and vegetables to be delivered from some of its Woolworths Metro outlets within an hour. Woolworths is starting a trial for Uber Eats drivers to deliver goods ordered from 12 Woolworths Metro stores in Sydney and Melbourne. It aims to roll out the service to about 200 Woolworths outlets by early next year. Woolworths operates 996 large supermarket outlets and 78 Woolworths Metro stores, which have a smaller footprint and are generally positioned in inner-city locations to capture customers and commuters buying smaller amounts of groceries, but more frequently. But the Woolworths Metro format has suffered in the pandemic as more people worked from home and CBDs emptied out. Woolworths in June booked a $50 million write-down on the value of 13 Metro locations located in CBDs or near major train stations, which have borne the brunt of the work-from-home shift.Right-wing extremists are using platforms such as YouTube, PayPal and Buy Me A Coffee to raise money to support their nefarious activities, says the Australian Strategic Policy Institute, which is calling for anti-money-laundering laws to apply to more technology businesses. ASPI analyst Ariel Bogle wants the federal government to develop a centralised hate crime and statistics database to track and understand the financial activities of extremists operating in Australia. She is also calling for regulators to consider whether emerging platforms have obligations under laws such as the Anti-Money-Laundering and Counter-Terrorism Financing Act and the Proceeds of Crime Act.About 7000 truckies at Toll Transport will strike across the country on Friday, disrupting parcel and food deliveries at the height of the pandemic. The Transport Workers Union confirmed drivers would stop work for 24 hours after Toll refused to drop bargaining claims in crisis talks on Monday, including that part-time staff work up to 38 hours a week without overtime and new drivers work six to 12 month contracts. The stoppage is the first national strike in road transport in more than a decade and comes as home deliveries have surged following stay-at-home orders for more than 14 million people in NSW and Victoria.And the profit reporting season continues. Kogan's net profit plunged 87% to just $3.5 million in 2021. Takeover target Afterpay has widened its net loss to $159.4 million in financial 2021, versus $22.9 million in the prior year. Australia's biggest smash repair outfit AMA Group reported a $99.1 million statutory loss for the year. Chorus EBITDA rose slightly to $NZ649 million during the year, up only slightly on $NZ648 million in the 2020 financial year. Its net profit after tax fell to $47 million, from $NZ52 million, and operating revenue dipped to $NZ947 million, from $NZ959 million Reliance Worldwide revenue rose 15.3% to $1.16 billion while net profit climbed 110.5% to $188.2 million. oOh!media's revenue for the period was up 23% to $251.6 million, while earnings before interest, taxes, depreciation, and amortisation more than tripled to $33.3 million. The company reported a $9.3 million net loss after tax compared to a loss of $28 million in the prior comparable period. GPI Property Group's net profit fell to $22.96 million, down from $66.74 million a year earlier. NIB's underlying revenue rose 2.9% to $2.6 billion however its net profit rose 84.5% to $160.5 million. Hotels and cinemas operator Event Hospitality and Entertainment has posted a 45.4% fall in financial 2021 revenue to $449.3 million. It narrowed its statutory loss 15.7% to $48 million on EBITDA of $27.2 million. Mining contractor MACA's net profit after tax jumped 219% to $20.7 million following the $17.4 million loss it reported last year. Ampol's EBIT rose to $340 million, from $221 million a year ago. Michael Hill's net profit rose 15-fold to a record $45.3 million in 2021. Charter Hall reported post-tax operating earnings of $284.3 million. Latitude delivered an 81% rise in cash profits, to $121 million. Ansell sales rose 25.6% to $US2.02 billion while EBIT climbed 56% to $US338 million and profit firmed 57.5% to $US246.7 million. Perenti Global's net profit after tax and amortisation in the second half of the 2021 financial year improved by $75.3 million from a first-half statutory loss of $63.8 million to a statutory gain in the second half of $11.5 million. Underlying net profit after tax and amortisation fell from $211.7 million to $170.8 million. HUB24 reported net profit after tax of $15 million, up 53%, and underlying group earnings before interest, taxes, depreciation, and amortisation of $36.2 million which was a 47% increase on FY20. Monadelphous Group's revenue rose 18% to $1.75 billion while profit climbed 29% to $47.1 million. The Westfield Australia real estate trust Scentre Group has reported its operating profit for the half year to June 30 climbed 27.5% to $460.1 million on property revenue up 21.3% to $1.064.8 million. Total revenue fell 1.2% to $1081.4 million. Alumina's net profit dipped 19% to $US73.6 million. Carbon Revolution revenue declined 10% to $34.9 million as the company reported a $32 million loss after tax. Oil Search's revenue climbed 7% to $US667.7 million in the first half of the year while core net profit soared 463% to $139 million. Nanosonics' full year revenue was up 3% to $103.1 million for the period with an operating profit before tax of $11 million, down from $12.4 million in FY20. Voice communication software provider MNF Group's recurring revenue rose 12% to $113.2 million, while EBITDA increased 13% to $43.1 million, sitting at the top end of market guidance. Estia Health's revenue rose 4.4% to $665.4 million while profit after tax rose to $6 million following a $116.9 million loss a year earlier. Austal's net profit after tax came in at $81.1 million, down from $89 million in FY20. Superloop's total revenue rose 2.9% to $110.7 million during the year however it still reported a loss of $31.9 million for the year. Sleep treatment specialist SomnoMed has narrowed its full-year net loss to $1.18 million and lifted revenue 9% to $62.7 million for financial 2021. ReadyTech's underlying net profit after tax and amortisation rose 27% to $10.6 million. Local fund manager VGI Partners delivered a normalised net profit after tax of $42.9 million for the half-year to the end of June. Fertility specialist Monash IVF has hiked its adjusted net profit 61.5% to $23.3 million on revenue up 26.3% to $183.6 million for financial 2021. Statutory net profit climbed 116.9% to $25.5 million, with the adjusted profit number excluding the impact of JobKeeper subsidies. Viva Energy's gross profit firmed 17% to $788.9 million. Mt Gibson's sales revenue dipped to $329.7 million, from $445.2 million a year earlier, while net profit slid 24% to $92.1 million. Wagner Holdings reported net profit after tax of $10 million. Financial software player Bravura Solutions reported 13.8% fall in financial 2021 profit to $34.6 million. Northern Star's net profit climbed 299.7% to $1.03 billion. Medibank Private's net profit advanced 39.8% to $441.2 million. Sky City's reported profit dipped 33.7% to $NZ156.1 million. Seven Group's net profit firmed 447.6% to $631.4 million. Zircon miner Iluka Resources has posted a half-year net profit up 61.7% to $129 million. Orocobre's losses widened 14.7% to $US59.6 million. IDP Education's earnings before interest and tax were $64.1 million, a 41% decrease on FY20. Adbri's net profit firmed 94.5% to $56.6 million. National Storage REIT grew underlying earnings by 28% to $86.5 million for the financial year that ended in June. Nine Entertainment's net profit firmed 76% to $277.5 million. APA Group's profit after tax 98.8% to $3.68 million due to significant one-off items. Engineering Group Worley's net profit fell 50% to $86 million in financial 2021. IVE Group's net profit rose to $29.5 million, improving on the $20.2 million loss from a year earlier. Growthpoint Properties has posted a financial 2021 statutory net profit of $553.2 million, versus $272.1 million in the prior year. McMahon Holdings' Statutory net profit rose 19% to $77.2 million. Ferries and bus operator Sealink reports its underlying net profit climbed 152.6% in financial 2021 to $74.7 million. Aurelia Metals' net profit firmed 46% to $42.9 million. Green whistle painkiller merchant Medical Developments has swung to a net loss of $12.6 million. Clearview Wealth reported a 54% increase in underlying net profit after tax to $22.7 million. Dalrymple Day Infrastructure reported net profit of $113.2 million. Sunland Group's net profit after tax surged from $2.4 million in FY20 to $24.9 million in FY21. Ridley's EBITDA climbed $9.6 million to $69.1 million while total comprehensive income climbed to $29.9 million following a loss of $10.7 million a year earlier. E-commerce business MyDeal has swung to a $5.9 million loss. Zip Co has reported a staggering $652.5 million loss. Pent-up demand for youth fashion helped Universal Store lift net profit by 90% to $24.4 million in 2021.And that's it for this week. And next week, I'll be talking to Cat Long, the CEO of Trace, a company set up to help businesses and individuals reduce and/or offset their carbon footprint. And I'll be talking to economist Nicholas Gruen about ways to manage our superannuation.In the meantime you can catch me on Facebook, Twitter and LinkedIn. And if you want leave a comment. Wishing you all a safe and healthy week. And looking forward to bringing you Talking Business next week Follow my socials on:https://twitter.com/leongettlerhttps://www.instagram.com/leongettler/https://www.linkedin.com/in/leongettler/https://www.facebook.com/talkingbusinesspodcast See acast.com/privacy for privacy and opt-out information.

The Australian sharemarket fell by 0.93% on Friday, pushing the market lower for the week. Sydney's COVID-19 concerns dragged travel stocks lower, while Viva Energy rose on a profit upgrade.  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 Commonwealth Bank of Australia ABN 48 123 123 124, AFSL 234945 (the Bank). The Bank and its subsidiaries have effected or may effect transactions for their own account in any investments or related investments referred to in this report. This report is not a recommendation to buy, sell or hold any securities or financial products, and has been prepared without taking account of the objectives, financial or taxation situation or needs of any particular individual. For this reason, any individual should, before acting on the information in this report, consider the appropriateness of the information, having regard to the individual's objectives, financial or taxation situation and needs and, if necessary, seek appropriate professional advice. This report is produced by Commonwealth Research based on information available at the time of publishing. We believe that the information in this correspondence 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 the Bank nor any of its subsidiaries accept liability to any person for loss or damage arising from the use of this report.

Tuesday 18 May 2021 It was a red-letter day for the Australian gaming industry, with Crown Resorts rejecting Blackstone’s bid and poker machine maker Aristocrat Leisure hitting record highs. Also today: Gold prices surge on concerns about inflation. Oil refineries Ampol and Viva Energy’s share prices soar after a multi-billion rescue package. And how rural Australia is benefitting from recent rains. Find out more: https://fearandgreed.com.auSee omnystudio.com/listener for privacy information.

Australia's two remaining oil refineries will be paid up to $2.3 billion of taxpayers money in a last ditch bid to encourage them to remain open. The rescue package follows the recent closure of two of Australia's four remaining oil refineries which has left the country even more dependent on imports of jet fuels, petrol and diesel.

The Aussie share market is likely to pull back 0.4% - which could rub out half of yesterday's gain of 0.9%.Commodity stocks are expected to charge again today, while tech stocks will likely move to a lower-gear following moves in overseas markets.  What to watch today:The Iron Ore price hit a brand new 9.5-year high - US$175.50 – a level not seen since September 2011 as China demand remains strong and doubts about Brazilian shipments from Vale, the world's top producer, linger on. Copper rose 1.6%; the Coffee price hit a 2.5 year high and Oil holds steady at US$61.64.Appen (ASX:APX) upgraded its outlook for FY21 expecting earnings to lift up to 28%. Blackmores' (ASX:BKL) profit beat expectations coming in at $18.9 million, beating the $9.1m expectedWoolworths (ASX:WOW) has declared its strongest half-year dividend in six years. Mount Gibson Iron's (ASX:MGX) half-year profit surged 67% on higher iron ore prices, despite sales falling.  Silver Lake Resources (ASX:SLR) profit rose 48%.Other companies reporting: Sydney Airport (ASX:SYD), WiseTech Global (ASX:WTC), Healius (ASX:HLS), Viva Energy (ASX:VEA), Helloworld (ASX:HLO).Trading ideas:Bell Potter upgraded Mader Group's (ASX:MAD) Buy rating with an increased $1.28 price target.Bell Potter upgraded Monadelphous' (ASX:MND) Buy rating with a price target of $14.40.Austral Gold (ASX:AGD), Uniti Group (ASX:UWL) and Iron Road (ASX:IRD) are giving off bullish charting signals according to Trading Central.

The Aussie futures are suggesting a 0.5% gain at the open following yesterday's gain of 3.9%, the best daily gain in 10 weeks. U.S. Retail sales skyrocketed 17.5%, 10% more than expected in May. Plus, U.S. President Trump is tipped to be drafting up a $1 trillion infrastructure plan for roads, rail and 5G, which will create jobs for the economy as well. In Europe, a drug called dexamethasone has been discovered that drastically reduces the death rate of gravely ill COVID-19 patients.Investors will be watching New Home Sales data for May, BHP (ASX:BHP) and CSL (ASX:CSL).Local trading ideas:Macquarie (ASX:MQG) has been reiterated as a buy by Bell Potter with a price target of $135, implying a 19% share price growth.AMA (ASX:AMA) was reiterated as a UBS buy given increased traffic on the roads.UBS has reiterated Viva Energy (ASX:VEA) as a buy, increasing its price target to $2.30 following its gain yesterday of 16%.

The Aussie share market futures are suggesting a gain of 2.5% at the open, which will rub out yesterday's fall of 2.2% and take the ASX200 out of bear market territory which it re-entered yesterday.The Government says we will have to wait two years before the economy is back at preCOVID-19 levels. In that time, the Prime Minister says he's targeting 3.75% annual economic growth until 2025. Despite the Government bolstering jobs and infrastructure, the OECD forecasts the Aussie economy will shrink 5% this year. Investors will be watching Viva Energy (ASX:VEA) and Orora (ASX:ORA).Local trading ideas:Bell Potter upgraded Propel Funeral Partners' (ASX:PFP) price target to $3.65 as the funeral business' earnings guidance came in 7% ahead of expectations. Citi and Bell Potter reiterated Healius (ASX:HLS) as a buy following the $500 million sale of its medical centres.Centuria Capital (ASX:CNI) was reiterated as a UBS buy given: 1 - Continued strong demand for yield income in a low interest rate environment, which should growing CNI's AUM. 2 - Its takeover of Augusta Capital which will grow its assets under management again. 3 - Centuria's other listed entity Centuria Industrial REIT (ASX:CIP) has made it's way into the ASX200. Yesterday Centuria Capital closed at $1.79 and UBS targets it to grow to $2.34.