It's been a year since Candice and Felicity launched Talk Money To Me! To celebrate, they are doing a two part series, reviewing all of the Order Pad stocks they've pitched over the past 365 days. They look at what's changed since they pitched it, and review the updated information that's come across their desk. On the list: Dusk Group Ltd (ASX: DSK), Nitro Software Ltd (ASX: NTO), SVB Financial Group (NASDAD: SIVB), Tesserent Ltd (ASX: TNT), BHP Group Ltd (ASX: BHP), Silex Systems Ltd (ASX: SLX...
Sep 01, 2022•32 min•Transcript available on Metacast Pascal Helyar-Moray was fed up. She read a study that showed worrying information about the gender pay gap, and the resulting super gap that followed. This study also showed that ‘the fastest growing demographic of homeless people in Australia is the older woman’, and she was infuriated knowing firsthand how government and corporate organisations were doing very little to change this at all. So, she thought…. how do we do something to grow the super balance of homemakers who are taking tim...
Aug 25, 2022•49 min•Transcript available on Metacast Try to imagine the world without cell phones, without cars, without your refrigerator, your computer, your washing machine. Look at the things around you. These days, everything has semiconductors in them. Felicity and Candice chat to Coby Hanoch from Weebit Nano about the world of semiconductors. The company was incorporated in 2015 with a vision of creating a leap forward in storage and computing capabilities that will drive the proliferation of intelligent devices. This is a fascinating conve...
Aug 18, 2022•44 min•Transcript available on Metacast Did you know 70% of Australian workers believe that cost of living pressures are negatively impacting their wellbeing? And this is particularly acute amongst Gen Z who are feeling most affected where this number is over 82%? Today Candice and Felicity are in conversation with ELMO’s Chief Commercial Officer Darryl Garber. He talks about how the company recognised the unique opportunity the internet created for automating business processes, and the transparency the analytics from this repo...
Aug 11, 2022•36 min•Transcript available on Metacast Queen’s Road Capital boasts Australia’s top entrepreneurs as their biggest shareholders - the likes of Andrew Forest, Jack Cowin, and Brett Blundy in the mix. In this conversation, Candice and Felicity are joined by the Chairman, CEO and Director of Queen’s Road Capital, Warren Gilman, to find out why. In their conversation he breaks down how he developed his golden rules for investing by working for one of Hong Kong’s richest men - Mr Li Ka-Shing - and then how he adopted and put them to work w...
Aug 04, 2022•46 min•Ep 28•Transcript available on Metacast In this episode, Candice and Felicity set the scene with a market update, and a look at what they think is ahead of us. At first glance, the mix of slowing growth, high inflation, and central banks in tightening mode offers little support for the second half of the year. But the ladies believe it’s the perfect time to look at the other factors that might come into play. The markets have been sold off now to a point that might mean it’s a great entry point to slowly edge back into equities… ...
Jul 28, 2022•24 min•Ep 27•Transcript available on Metacast Given the market volatility, rising interest rates and recession backdrop we are facing, Felicity and Candice wanted to speak with an expert in the Australian floating fixed interest market space - also known as hybrids or preference shares. This type of investment is a very attractive asset allocation in the current market conditions, so the ladies wanted to host an episode on what these are, and why investors like them. Cam has had over thirty years experience in financial markets, including a...
Jul 21, 2022•39 min•Ep 26•Transcript available on Metacast In this episode, Felicity and Candice compare notes on their Order Pads. Felicity talks about her choice - Playside Limited - a Melbourne based company that develops both its own games and partners with movie studios like Walt Disney, Pixar and Universal Studios to develop branded gaming content. Felicity walks us through its track record, and recent milestones. Then Candice chooses another company known to many of us - Microsoft. They’ve expanded over the years into productivity software, ...
Jul 14, 2022•31 min•Ep 25•Transcript available on Metacast Mark Allison from Elders joins Felicity and Candice on this episode of Talk Money To Me. Mark joined the company as a Non-Executive Director in December 2009, served as Chairman and Executive Chairman, before being appointed Managing Director and Chief Executive Officer in May 2014. He oversaw the development and implementation of Elders’ Eight Point Plan in 2014, which returned the company to pure play agribusiness and resulted in the first shareholder distribution in nearly a decade. Sinc...
Jul 07, 2022•35 min•Ep 24•Transcript available on Metacast Felicity and Candice chat to their Shaw and Partners colleague Julius Garofali, together with Frank Yu from Ally Bridge Group. Frank founded Ally Bridge Group in 2013 and is Chief Executive Officer and Chief Investment Officer. In this role, he’s responsible for setting strategic initiatives across the firm, and leading investment objectives across high-impact life science transactions in private and public markets globally. They are also joined by Julius Garofali, who’s a Senior Private Wealth ...
Jun 30, 2022•47 min•Ep 23•Transcript available on Metacast As the last day of June creeps closer and closer, Candice and Felicity thought it would be the perfect time to remind you of some tips you can action to make the End of Financial Year a little bit easier. The ladies talk through their favourite fourteen ideas that cover all the top money topics - superannuation, private health insurance, looking for deductible expenses and equities. Follow Talk Money To Me on Instagram , or send Candice and Felicity an email with all your thoughts here .&n...
Jun 23, 2022•22 min•Ep 22•Transcript available on Metacast Felicity is away this week, so we've decided to drop a bonus episode of The Dive, Equity Mate's newest podcast, into the feed. To subscribe to The Dive, click here. Inflation is the biggest story of the moment. The rapid climb of the cost of basic goods and services is damaging economies, markets, businesses - and most likely your hip pocket as well. In the US, a photo of a Los Angeles gas station went viral charging more than $8 a gallon for fuel, in Australia - a photo went viral after a ...
Jun 16, 2022•19 min•Ep 21•Transcript available on Metacast Have you ever wanted to get a financial adviser, but don’t really know what you should be asking, or looking for? In this episode, the ladies are joined by their producer, Sascha, who asks them all the questions she should be preparing ahead of meeting a financial adviser for the first time. They discuss what you should prepare ahead of time, what questions you should be prepared to answer, and what are the bright red flags to keep an eye out for. Follow Talk Money To Me on Instagram , or ...
Jun 09, 2022•25 min•Ep 20•Transcript available on Metacast The ladies this week are joined by Andrew Lockhart who has more than 30 years’ banking, funds management and financial markets experience specialising in leverage and acquisition finance as well as corporate and institutional lending. His considerable experience includes being responsible for the origination and portfolio risk management of large, diversified and complex loan portfolios including corporate restructurings. In 2019 Andrew was also appointed Chair of the Australian branch of t...
Jun 02, 2022•43 min•Ep 20•Transcript available on Metacast Have you ever wondered what the term debt recycling means? In this Need to Know episode, Felicity and Candice give you the 101 on Debt Recycling. As the name implies, it’s a strategy where you essentially recycle your equity from a property and invest those funds elsewhere - like the stock market. They talk about their own personal strategies and the questions you should be asking your financial adviser if you’d like to implement this strategy. Follow Talk Money To Me on Instagram , or sen...
May 26, 2022•21 min•Ep 18•Transcript available on Metacast Felicity and Candice are joined by Anthony Wilson - Head of Equities at Shaw and Partners. Anthony joined the firm back in July 2021, but previously he was an Equity Partner at Wilsons Advisory working on the Institutional Sales desk focusing on small cap equity sales both domestically and internationally. He has also had roles at LINWAR Securities and Emerging Growth Capital. In this conversation they speak about Anthony’s thoughts on the current investing climate, the importance of his team an...
May 19, 2022•42 min•Ep 17•Transcript available on Metacast Felicity and Candice are joined by Nutri-Grain IronMan series champion, Kendrick Louis. He chased the dream for ten years, and since then, the Ironman champion has won multiple Australian Surf Lifesaving titles, Represented Australia on the world stage as part of the Australian Lifesaving Team, as well as being named Surf Life Saving Australian Athlete of the Year in 2018. Away from the sport, Kendrick is a family man and an entrepreneur having Founded his own media agency originally with his br...
May 12, 2022•33 min•Ep 16•Transcript available on Metacast In this Need to Know episode, Felicity and Candice give you their take on the market and its movements. They discuss the tightening financial climate and Felicity explains why her favourite quote “in the short run the market is a voting machine, but in the long run, it is a weighing machine” said by Benjamin Graham is more relevant than ever before. Then they talk about the rapidly changing energy environment and how they are thinking about balancing their investments between old and new energy....
May 05, 2022•18 min•Transcript available on Metacast Felicity and Candice are joined by Don Meij - who’s celebrating 35 years in the pizza business in 2022. Under Don’s leadership, the Company has grown into a thriving international enterprise with more than 3,000 outlets across 10 markets (Australia, New Zealand, Belgium, France, The Netherlands, and Japan to begin with), making it the biggest Domino’s business in the world outside the United States. Seven pizzas are sold every single second. Don discovered his appetite for the pizza busines...
Apr 28, 2022•40 min•Transcript available on Metacast Felicity and Candice open up their Order Pads. This month they are inspired by their special analyst series they’ve just completed, so each select their favourite stock pick from the twenty that were covered. Felicity chooses IGO Limited, a Nickel-copper-cobalt operation in WA, a purpose-led mining company that’s focussed on metals needed for a clean energy future. Then Candice talks about Elders, an Australian company with a history dating back to 1839. She likes that it’s a leading Rural Servi...
Apr 21, 2022•24 min•Ep 13•Transcript available on Metacast It's a special bonus - listen to the latest episode from the Equity Mates team - The Dive. In this episode, Sascha and Alec look at the future of plant based meat. In 2019, global consultancy AT Kearney predicted that the global market for meat substitutes would be worth $450 billion by 2040. And at the same time, a huge influx of deals were made between the market leaders Impossible Foods and Beyond Meat. Chains like Burger King, Starbucks, McDonalds, PepsiCo, KFC, Subway, Taco Bell and Pizza H...
Apr 20, 2022•18 min•Ep 14•Transcript available on Metacast In the final of their three-part analyst series, Candice and Felicity talk to Philip Pepe, a Senior Analyst at Shaw and Partners covering the Industrials sector. Philip has worked in the investment industry for over 25 years in roles that included Investment Consulting, Funds Management and Stockbroking. He’s also lectured for various educational bodies including the Financial Services Institute of Australasia and the Institute of Actuaries of Australia. In this conversation, they talk about the...
Apr 14, 2022•41 min•Ep 12•Transcript available on Metacast Danny, who's a Senior Analyst at Shaw and Partners is responsible for covering ASX e-commerce, retail and technology based businesses such as companies like, Adore Beauty, Audinate, Dusk Group, Silk Logistics, Prospa, Open Pay and Praemium to name a few within his current research universe. He has also raised capital for many companies including Brainchip (BRN), Openpay (OPY), Wisr (WZR) and many more. In this conversation with Candice and Felicity, he talks about opportunities in...
Apr 07, 2022•57 min•Ep 11•Transcript available on Metacast Peter is an experienced equities analyst specialising in Metals and Mining sectors who has previously held positions as Head of Australian Metals and Mining at Deutsche Bank, Head of Global Metals and Mining at Credit Suisse. Prior to his roles within Financial Services as a research analyst, Peter held operational roles with Rio Tinto for five years and BHP Billiton for five years. His current role today is the Metals & Mining research analyst at Shaw and Partners. In this episode, Felicity...
Mar 31, 2022•42 min•Ep 10•Transcript available on Metacast Tim is the Chairman of Hyperion Asset Management, an Australian and Global equities fund manager with over $13 billion in funds under management. Tim and his team built Hyperion over 24 years into one of the best performing managers in Australia. His other day job is running Packhorse - a business that acquires agricultural properties and manages land through regenerative farming practices. Their mission is to become a global leader in the practice of regenerative grazing and profitable cattle f...
Mar 24, 2022•1 hr 1 min•Ep 9•Transcript available on Metacast Felicity and Candice open up their Order Pads, and share with us through the stocks they are buying and selling this month. Felicity keeps her form, and brings us a Perth-based resource development company with a 220 million market cap, with a focus on a uranium project in Western Australia. Felicity likes this company because it’s developed into a real player in the green energy space, as getting a uranium project to be viable is extremely tricky. Then Candice brings a company with a long legac...
Mar 17, 2022•28 min•Ep 9•Transcript available on Metacast Jules is a Senior Analyst currently responsible for Shaw & Partners Software & Technology coverage. Software, technology businesses such as Whispir, Nitro, Elmo, Gentrack and Technology One, to name a few. Jules has been in the industry since 99, so the recent market volatility is something he’s familiar with, and has weathered a few times before. His circle of expertise within the Australian market is the technology sector and currently has likely the broadest software technology covera...
Mar 10, 2022•44 min•Ep 8•Transcript available on Metacast In this Need to Know episode, Felicity and Candice give you the low down of Australian reporting season so far. At the time of recording, about 50% of companies listed on the ASX have announced their recent financials and earnings update, and there have been a few upsets and misses in the markets, which has seen some stocks fall off a cliff. On the other hand, other companies have killed it with expectations and are enjoying a share price rally since beating on their financial figures. Then Cand...
Mar 03, 2022•27 min•Ep 7•Transcript available on Metacast Felicity and Candice open up their Order Pads, and share with us through the stocks they are buying and selling this month. Candice starts with the first ever sell recommendation for Talk Money To Me’s Order Pad - she looks at Magellan Financial Group and talks about the much-discussed circumstances around this Sydney-based fund manager. Then Felicity brings a very un-Felicity-like stock - a diversified financial manager with a market cap of $2 billion, that provides a dividend yield o...
Feb 24, 2022•25 min•Ep 6•Transcript available on Metacast Candice and Felicity are joined by Grant Hackett, CEO of Generation Life, a company providing Australians with tax effective investment solutions for over 17 years. Grant joined the Generation Life Executive Team in September 2017. With over 12 years of experience, Grant has held many senior positions across marketing, distribution and wealth management for Westpac and BT Financial Group. Grant’s name might be familiar to many for his sporting achievements prior to his corporate career, when he ...
Feb 17, 2022•49 min•Ep 5•Transcript available on Metacast 
