QAV AU 909 — WWIII Investing

by | Mar 4, 2026 | Australia, Blog, Investing Podcast, Podcast Episodes

In this episode of QAV Aus­tralia, Cameron and Tony nav­i­gate the sud­den mar­ket volatil­i­ty trig­gered by the out­break of con­flict between the US, Israel, and Iran. The duo explores the “biggest threat in 50 years” to glob­al oil sup­plies, specif­i­cal­ly the dis­rup­tion of the Strait of Hor­muz and its inevitable impact on ener­gy prices and ship­ping. Amidst the glob­al ten­sion, they find sil­ver lin­ings in a mas­sive 45% takeover jump for den­tal man­u­fac­tur­er SDI Lim­it­ed and a scheme imple­men­ta­tion deed for Cue Ener­gy Resources by Hori­zon Oil. The episode also fea­tures a deep dive into the “mate­r­i­al uncer­tain­ty” sur­round­ing retail com­pa­ny Cettire, a five-year mile­stone review from a ded­i­cat­ed mem­ber, and a “Pulled Pork” analy­sis of Cen­tral Petro­le­um (CTP).

QAV AU 908 — Blowing the Doors Off

by | Feb 25, 2026 | Australia, Blog, Investing Podcast, Podcast Episodes

In this episode of QAV Aus­tralia, Cameron and Tony dive into the Feb­ru­ary report­ing sea­son. They pro­vide an update on the QAV port­fo­lios, take a dive into Par­en­ti (PRN) and its recent price drop, as well as a com­pre­hen­sive “Pulled Pork” analy­sis of Chal­lenger (CGF) amidst poten­tial Japan­ese takeover inter­est and reg­u­la­to­ry changes. Between tech­ni­cal chats about wheat com­mod­i­ty sell lines and the “mon­strous” growth of pas­sive invest­ing, the hosts find time for Michael Caine impres­sions, and a look at the lat­est glob­al geopo­lit­i­cal and AI-dri­ven absur­di­ties.

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