Lumpy Payback — QAV AU 915

by | Apr 15, 2026 | Australia, Blog, Investing Podcast, Podcast Episodes

This week we dig into the chaos of Trump’s Strait of Hor­muz oil block­ade, and why the ASX is shrug­ging off the end of the world. Tony does a Pulled Pork on Perth prop­er­ty devel­op­er Peet (PPC) — a 130-year-old land syn­di­ca­tor with a Gold­man Sachs-dri­ven strate­gic review swirling around it — and we get a Stock Doc­tor data alert affect­ing 100+ div­i­dend-pay­ing stocks that every QAV investor needs to know about. After hours: Rory McIl­roy at Augus­ta, John Can­dy, Otis Red­ding, and man­grove seeds.

Dead Cat or Dead Cert? Navigating the March Sell-Off – QAV AU #914

by | Apr 8, 2026 | Australia, Blog, Investing Podcast, Podcast Episodes

Every­thing fell off a cliff in March, and this week we spend a good chunk of the episode try­ing to fig­ure out which stocks have gen­uine­ly reestab­lished sen­ti­ment ver­sus which are just dead cat bounces. Plus we talk about ASIC want­i­ng more jail time for insid­er trad­ing, using Stock­o­pe­dia for buy­back met­rics, PNR’s hid­den annu­al report, Per­en­ti (PRN) CEO change, CGF (Chal­lenger Finan­cial) sell line check, and Tony does a Pulled Pork on Tow­er Lim­it­ed (TWR). After hours: horse rac­ing, Jeff Beck, Joni Mitchell, a Que­bec duo who speak in made-up space lan­guage, and Cameron built his own AI-pow­ered ebook read­er app.

Drilling for Dollars: BRK, the Strait of Hormuz, and America’s $41 Trillion Hole — QAV AU 913

by | Apr 1, 2026 | Australia, Blog, Investing Podcast, Podcast Episodes

Aus­tralian con­sumer con­fi­dence hits a 53-year low, the US Trea­sury’s own bal­ance sheet reveal­ing effec­tive insol­ven­cy (lia­bil­i­ties near­ly eight times assets), and the Iran war clos­ing the Strait of Hor­muz and send­ing alu­minum prices surg­ing 6%. A lis­ten­er ques­tion from Dar­ryl about buy­back scor­ing. Tony deliv­ers the episode’s Pulled Pork on **Brook­side Ener­gy (BRK)**, an ASX-list­ed, Okla­homa-based shale oil pro­duc­er drilling in the Anadarko Basin. After hours cov­ers Tony’s Chat­G­PT-pow­ered horse rac­ing scraper break­through, Cameron’s Nick Cave obses­sion, Apple TV’s *Friends & Neigh­bors*, and a rec­om­men­da­tion for Seth Rogen’s time-trav­el com­e­dy *Future Man*.

QAV AU #912 — Chicken Little

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

In episode 912 of QAV Aus­tralia (record­ed 24 March 2026), Cameron and Tony open with geopo­lit­i­cal com­men­tary on the Iran-US-Israel con­flict and its impact on oil prices, before reas­sur­ing pan­icked lis­ten­ers that mar­ket chaos is cycli­cal and the QAV rules — includ­ing the three-point trend line and Rule One sell sig­nals — are designed exact­ly for moments like these. Tony deliv­ers a deep-dive Pulled Pork on Karoon Ener­gy (KAR), the upstream oil pro­duc­er. Oth­er stocks touched on include Viva Ener­gy, San­tos, Cen­tral Petro­le­um, Pep­per Mon­ey (CGF’s revised low­ball takeover offer), Har­mo­ny (HMY hit­ting a Rule One sell), and the messy Humm/Credit Corp takeover sit­u­a­tion involv­ing the Takeovers Pan­el. After hours, Tony rec­om­mends jug­gling come­di­an Michael Rayn­er (“The Bro­ken Jug­gler”) and the polit­i­cal mem­oir *All’s Fair*, while Cameron raves about Jack­ie Chan’s *Police Sto­ry*, David Lynch’s obscure 1993 HBO minis­eries *Hotel Room*, and the 1944 film *Gaslight*.

Entangled Interests — QAV AU 911

by | Mar 18, 2026 | Australia, Blog, Investing Podcast, Podcast Episodes

In this episode of QAV, Cameron Reil­ly and Tony Kyne­ston nav­i­gate a world of “pro­longed con­flict” and “sup­ply dis­rup­tions,” exam­in­ing the rip­ple effects of Mid­dle East ten­sions on glob­al oil, fer­til­iz­er, and food secu­ri­ty. They dive deep into Aus­trali­a’s pre­car­i­ous fuel secu­ri­ty, not­ing the coun­try holds sig­nif­i­cant­ly less than the inter­na­tion­al­ly man­dat­ed 90-day buffer. The invest­ment dis­cus­sion focus­es on the “Pulled Pork” of the week, **BSP Finan­cial Group (BFL)**, the largest bank in Papua New Guinea and the South Pacif­ic, which Tony argues is unfair­ly val­ued as a high-risk “fron­tier” stock despite its dom­i­nant mar­ket share and high return on equi­ty. The duo also dis­cuss­es the RBA’s inter­est rate dilem­ma, the “Wild West” of Gen Z using unreg­u­lat­ed AI for finan­cial advice, and the 2018 MIT exper­i­ment prov­ing quan­tum entan­gle­ment.

Agro at TACO — QAV AU 910

by | Mar 11, 2026 | Australia, Blog, Investing Podcast, Podcast Episodes

In this episode of QAV, record­ed on March 10, 2026, Cameron and Tony nav­i­gate a week of absolute mar­ket chaos trig­gered by esca­lat­ing ten­sions in the Mid­dle East and the result­ing volatil­i­ty in ener­gy prices. The duo pays trib­ute to the leg­endary Bris­bane enter­tain­er Jamie Dunn (the man behind Agro) before div­ing into the “ready, fire, aim” nature of the cur­rent mar­ket, where a sin­gle Trump tweet can swing oil prices by 30% in a mat­ter of hours. In the Club episode, Tony pro­vides a com­pre­hen­sive deep dive into Viva Ener­gy (VEA), exam­in­ing its shift from Coles Express to the “On the Run” (OTR) brand­ing, the chal­lenges of domes­tic refin­ing, and the impact of ille­gal tobac­co sales on con­ve­nience mar­gins. They also touch on the “death of soft­ware” era, Cameron’s suc­cess in cod­ing a new com­mod­i­ty check­er using AI, and why hav­ing a mechan­i­cal invest­ing sys­tem is the only way to stay sane when the world feels like it’s in a “black and white” prize fight.

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