Pilbara Minerals CEO, Dale Henderson

Pilbara Minerals CEO, Dale Henderson speaks with Tom Piotrowski about the strategic priorities of the company, current status of its joint ventures, the outlook for lithium prices and more. 

4 December 2023

 

Recent interviews

Under the Radar Report Head of Investing, Richard Hemming

04 Dec 2023

Richard Hemming, Head of Investing at research newsletter Under the Radar, speaks with Tom Piotrowski about the themes influencing ASX small caps at present, including the outlook for interest rates, perceptions of risk in addition to mergers & acquisitions.

Tom Piotrowski and Richard Hemming 10:59

Pilbara Minerals CEO, Dale Henderson

04 Dec 2023

Pilbara Minerals CEO, Dale Henderson speaks with Tom Piotrowski about the strategic priorities of the company, current status of its joint ventures, the outlook for lithium prices and more. 

Tom Piotrowski and Dale Henderson 12:40

Lake Resources (LKE) CEO & MD, David Dickson

31 Oct 2023

Lake Resources (LKE) CEO & MD, David Dickson speaks with Tom Piotrowski about its flagship Kachi project in Argentina and the significance of new technology in the lithium industry. The pair also discuss the demand outlook for lithium and how politics in South America might impact the business.

Tom Piotrowski and David Dickson 13:29

Zip Co (ZIP) CEO, Cynthia Scott

24 Oct 2023

Zip Co (ZIP) CEO, Cynthia Scott speaks with Tom Piotrowski about its Q1 results, the recent restructuring of the business and changes to the company’s strategic priorities. In addition, the pair also discuss the status of its US operations and how the company is positioned to face increased regulations for the sector.  

Tom Piotrowski and Cynthia Scott 12:42

WAM Leaders (WLE) Lead Portfolio Manager, Matthew Haupt

24 Oct 2023

WAM Leaders (WLE) Lead Portfolio Manager, Matthew Haupt speaks with Tom Piotrowski about his views on interest rates including the potential for rate cuts. The pair also discuss the performance of the consumer discretionary and financial sectors, as well as the impact of the Middle East conflict on financial markets.  

Tom Piotrowski and Matthew Haupt 15:15

Telstra Group (TLS) CFO, Michael Ackland

11 Oct 2023

Telstra Group (TLS) CFO, Michael Ackland speaks with Tom Piotrowski about the company’s structure, T25 strategy, long-term investments, FY24 guidance and its dividend. In addition, he also discusses the recent acquisition of Versent and Telstra’s role in Australia’s digital future. 

Tom Piotrowski and Michael Ackland 22:22

Brickworks Ltd (BKW) MD, Lindsay Partridge (AM)

03 Oct 2023

Brickworks Ltd (BKW) MD, Lindsay Partridge speaks with Tom Piotrowski about the company’s full year results including the performance of its property trust and dividend policy. In addition, he also shares his views on interest rates and the outlook for the commercial property sector.

Tom Piotrowski and Lindsay Partridge 11:36

Seven Group Holdings (SVW) CEO, Ryan Stokes

21 Sep 2023

Seven Group Holdings (SVW) CEO, Ryan Stokes speaks with Tom Piotrowski about the company’s full year results, including the performance of its Beach Energy, Boral, Coates and WesTrac businesses. The pair also discuss the company's strategic sector exposures, as well as the outlook for demand from China. 

Tom Piotrowski and Ryan Stokes 15:36

GQG Partners (GQG) Co-Portfolio Manager, Brian Kersmanc

15 Sep 2023

GQG Partners Co-Portfolio Manager, Brian Kersmanc speaks with Tom Piotrowski about investing in emerging markets, including India and Brazil, his views on the energy market and his outlook for the AI industry.

Tom Piotrowski and Brian Kersmanc 15:57

WiseTech Global Ltd (WTC) Founder & CEO, Richard White

28 Aug 2023

WiseTech Global Ltd (WTC) Founder & CEO, Richard White speaks with Tom Piotrowski about the company’s full-year results, its key achievements during the year including the recent acquisitions.

Tom Piotrowski and Richard White 14:56

Transurban Group (TCL) CEO, Scott Charlton

25 Aug 2023

Transurban Group (TCL) CEO, Scott Charlton speaks with Tom Piotrowski about the company’s full year results, the selection process for his successor Michelle Jablko, and why the toll road operator benefits from an inflationary environment. 

Tom Piotrowski and Scott Charlton 13:08

Woodside Energy Group (WDS) CEO, Meg O'Neill

23 Aug 2023

Woodside Energy Group (WDS) CEO, Meg O'Neill speaks with Tom Piotrowski about the company’s half year results, the outlook for oil and LNG prices, as well as the current status of its Scarborough and Trion projects. In addition, the pair also discuss developments in Woodside’s hydrogen business.

Tom Piotrowski and Meg O'Neill 13:27

Wilson Asset Management Lead Portfolio Manager, Oscar Oberg

02 Aug 2023

CommSec Market Analyst Tom Piotrowski speaks with Wilson Asset Management Lead Portfolio Manager, Oscar Oberg about how WAM identifies small cap opportunities, including the three key metrics they look at before making an investment. 

Tom Piotrowski and Gareth Manderson 25:42

Core Lithium Ltd (CXO) CEO, Gareth Manderson

28 Jul 2023

Tom Piotrowski speaks with Core Lithium (CXO) CEO, Gareth Manderson about the miner’s recently lowered FY24 production and sales guidance, the initiatives currently underway to improve productivity at its Finniss plant and how it’s managing its cash reserves. 

Tom Piotrowski and Gareth Manderson 11:54

Tribeca Investment Partners Portfolio Manager, Jun Bei Liu

25 Jul 2023

Tribeca Investment Partners Portfolio Manager, Jun Bei Liu speaks with Tom Piotrowski about the factors currently influencing the market and company profits ahead of Australia’s reporting season. Jun highlights the impacts of a challenging inflation environment, China’s reopening and the key things to look for this reporting season.

Tom Piotrowski and Jun Bei Liu 16:18

Light & Wonder Inc (LNW) CEO Matt Wilson

29 May 2023

Light & Wonder Inc (LNW) CEO Matt Wilson speaks with Tom Piotrowski about the company’s recent dual listing on the ASX, the history of the company, and the recent progress it has made as a result of its strategic shift. The pair also discuss LNW’s three core businesses, growth in iGaming,  and the outlook of the gaming industry as a whole. 

Tom Piotrowski and Matt Wilson 13:09

Core Lithium Limited (CXO) CEO, Gareth Manderson

27 Apr 2023

Tom Piotrowski speaks with Core Lithium Limited (CXO) CEO, Gareth Manderson about the miner’s progress in relation to its milestones, the outlook for lithium prices and the recent decision taken by the Chilean Government to nationalise the country’s lithium producers.

Tom Piotrowski and Gareth Manderson 8:17

Coolabah Capital Investments CIO, Christopher Joye

27 Apr 2023

Coolabah Capital Investments CIO, Christopher Joye speaks with Tom Piotrowski about the recent collapses of Silicon Valley Bank and Credit Suisse, where he sees risks in the high-yield bond market and non-bank private credit market and in the so-called “zombie companies” which don’t have enough profit to pay the interest bills on their debts. The pair also discuss the fight to tame inflation, the likelihood of a global recession as well as geopolitical risks in China and Taiwan.

Tom Piotrowski and Christopher Joye 48:26

Intelligent Investor Deputy Head of Research, Gaurav Sodhi

27 Mar 2023

Intelligent Investor Deputy Head of Research, Gaurav Sodhi speaks with Tom Piotrowski about the current volatility caused by the collapse of Credit Suisse and Silicon Valley Bank, as well as why he’s cautious about investing in lithium producers. He also speaks about his views on outlook for coal and iron ore on this three part series. 

Tom Piotrowski and Gaurav Sodhi 8:39

Washington H. Soul Pattinson (SOL) Chairman, Rob Millner

24 Mar 2023

Washington H. Soul Pattinson (SOL) Chairman, Rob Millner speaks with Tom Piotrowski about the company’s half-year results, its investment in Macquarie Group and the potential fallout from the Credit Suisse collapse.  

Tom Piotrowski and Rob Millner 8:48

GQG Partners Chairman & CIO, Rajiv Jain

10 Feb 2023

GQG Partners Chairman & Chief Investment Officer, Rajiv Jain speaks with Tom Piotrowski about investing in emerging markets, including Brazil, why he’s shying away from Chinese companies, and the reasons behind GQG’s recent $1.87 billion investment in embattled Indian conglomerate Adani Group. 

Tom Piotrowski and Rajiv Jain 16:12

WiseTech Global Ltd (WTC) Founder & CEO, Richard White

28 Feb 2023

WiseTech Global Ltd (WTC) Founder & CEO, Richard White speaks with Tom Piotrowski about the company’s half-year results, its recently announced agreement with global freight forwarder Kuehne + Nagel, and plans for its North American operations. 

Tom Piotrowski and Richard White 9:49

Woodside Energy Group (WDS) CEO, Meg O'Neill

01 Mar 2023

Woodside Energy Group (WDS) CEO, Meg O'Neill speaks with Tom Piotrowski about the company’s half year results, outlook for commodities as well as the pipeline of its development projects.

Tom Piotrowski and Meg O'Neill 10:26

Adairs Ltd (ADH) CEO, Mark Ronan

01 Mar 2023

Adairs Ltd (ADH) CEO Mark Ronan speaks with Tom Piotrowski about the company’s half year results, the status of supply chains post Covid lockdowns and its strategy to navigate challenges including elevated costs and headwinds for consumer spending.

Tom Piotrowski and Mark Ronan 13:25

Santos (STO) CEO & MD, Kevin Gallagher

01 Mar 2023

Tom Piotrowski speaks with Santos (STO) CEO & Managing Director, Kevin Gallagher about the company’s full year results, including the progress of its Dorado LNG project in Western Australia and how it plans to navigate the energy transition.

Tom Piotrowski and Kevin Gallagher 9:59

Zip Co (ZIP) Co-Founder and Global COO, Peter Gray

24 Feb 2023

Zip Co (ZIP) Co-Founder and Global COO, Peter Gray speaks with Tom Piotrowski about the company’s half-year results, the outcome of its recent strategic review, and how it plans to keep losses under control.

Tom Piotrowski and Peter Gray 10:15

Transurban Group (TCL) CEO, Scott Charlton

13 Feb 2023

Transurban Group (TCL) CEO, Scott Charlton speaks with Tom Piotrowski about the company’s first half results, his plans to step down as CEO at the end of the year, and how the company is positioned in this rising interest rate environment.

Tom Piotrowski and Scott Charlton 9:06

PM Capital Co-Portfolio Manager – Equities, Kevin Bertoli

25 Jan 2023

PM Capital Co-Portfolio Manager – Equities, Kevin Bertoli speaks with Tom Piotrowski about China’s reopening and the impact this could have on the commodities sector. In part two of the interview he speaks about opportunities in Europe, including his fund’s positions in European banks, German industrial manufacturing company Siemens and Dutch brewing company Heineken.

Tom Piotrowski and  Kevin Bertoli 11:12

WAM Leaders (WLE) Lead Portfolio Manager, Matthew Haupt

25 Jan 2023

WAM Leaders (WLE) Lead Portfolio Manager, Matthew Haupt speaks with Tom Piotrowski about the recent performance of the consumer discretionary and resources sectors, and explains why he sees value in LendLease and Dexus Property Group. The pair also discuss the upcoming earnings season as well as the impact of China’s reopening. 

Tom Piotrowski and Matthew Haupt 11:41

Coolabah Capital Investments Chief Investment Officer, Christopher Joye

12 Dec 2022

Coolabah Capital Investments Chief Investment Officer, Christopher Joye speaks with Tom Piotrowski about the outlook for interest rates and the potential impact on a range of investment classes, including bonds, property, equities and hybrids. 

Tom Piotrowski and Christopher Joye 40:54

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