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.

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.

QAV AU 907 — Mass vs Gas

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

In this episode, record­ed on Feb­ru­ary 17, 2026, Tony and Cameron reflect on the lega­cy of actor Robert Duvall before div­ing into a deep cri­tique of “gas giant” stocks and the lack of vis­i­ble depre­ci­a­tion on the income state­ments of US tech titans. The pair dis­cuss the cur­rent “josephine” state of the mar­ket, where high-qual­i­ty stocks are com­ing off their highs, lead­ing to a bar­ren buy list and sev­er­al trend­line sells includ­ing Rice Grow­ers (SGLLV), Plen­ty Group (PLT), and Myer (MYR). The episode fea­tures a detailed analy­sis of the Aeris Resources (AIS) acqui­si­tion of Peel Min­ing, a deep dive into ANZ’s recent per­for­mance boost under its “ANZ 2030” strat­e­gy, and a “Pulled Pork” seg­ment on the Glob­al Val­ue Fund (GVF), where Tony explores the influ­ence of invest­ing leg­ends Chris Cuffe and Miles Staude.

QAV AU 906 — It’s What You Do With It

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

In this episode of QAV Aus­tralia, Cameron and Tony nav­i­gate a par­tic­u­lar­ly tur­bu­lent peri­od for the ASX, not­ing a buy list that recent­ly shrank to just three stocks amidst a broad­er mar­ket cor­rec­tion. The duo dis­cuss­es the fall­out for soft­ware com­pa­nies like **Reck­on (RKN)** and **Xero (XRO)** as the “AI pen­ny drops,” the impact of the RBA’s unex­pect­ed rate hike, and the dra­mat­ic 24% jump for **Pep­per Mon­ey (PPM)** fol­low­ing a takeover bid from Chal­lenger. The episode fea­tures a deep dive into **Atlas Pearls (ATP)**, exam­in­ing the unique (and labor-inten­sive) world of Indone­sian pearl farm­ing, before wrap­ping up with a “grit­ty” after-hours seg­ment cov­er­ing every­thing from *Game of Thrones* pre­quels to Baz Luhrmann’s new Elvis doc­u­men­tary.

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