Finding the Front

Paul Moore, Founder, Chair & Chief Investment Officer of PM Capital

This episode we are so fortunate to have as our special guest on the show veteran Fund Manager Mr Paul Moore, the Founder, Chair and Chief Investment Officer of PM Capital based in Sydney.

Paul began his investment management career in 1985, approaching some 40 years ago and he has seen a lot over this time as you could imagine in building out what has been a very successful funds management and business career.

We cover off on Paul’s upbringing in Melbourne and Sydney, his love of AFL footy, how he came to become an Investment Management professional and how he arrived at his first investment management role at such a young age with Bankers Trust Australia which was so formative to his future pathway. We discuss family, starting his own business PM Capital in 1998 and the challenges of doing this at the height of the Tech boom of the late 90s. We look at investing through crises and significant market moments, and then drill down on the challenges of present day investing including inflation, interest rates, Russia, labour supply, supply chain constraints, electrical vehicles and the future facing battery metals, oil, gold and the potential outlook for the stock market with this all in mind. Paul is also a former Board member of the GWS Giants and he gives us an insight into the challenges of football in NSW.

We cover so much in this episode, it’s a real opportunity and a privilege to be able have a chat with someone with so much experience and who is incredibly interesting. 

For more information visit the Euroz Hartleys website 

David Flanagan, AM CitWA Exec. Chair of Battery Minerals, Ind. Non-Exec Chair of Red Dirt Metals & Non-Exec Dir. of MACA

What an episode this, our Episode 20, is!

It was our great pleasure to spend some time with Mr David Flanagan AM CitWA. David grew up in the coastal city of Bunbury WA, went on to be a graduate of the WA School of Mines: Minerals, Energy and Chemical Engineering which led to a mining career where he was ultimately appointed the founding Managing Director of Atlas Iron Pty Ltd where he oversaw it's growth from a junior explorer to ASX top 50 company and the operator of three iron ore mines. 

He is currently Executive Chair of Battery Minerals Limited, Independent Non Executive Chair of Red Dirt Metals and the Australian Remote Operations for Space and Earth (AROSE) and a Non Executive Director of MACA Ltd.

David provides a captivating, passionate and expressive insight into his life and career plenty of great stories to boot! Including starting out, working in West Africa, exploration, the significant highs and the challenges of Atlas, the current battery minerals demand and the supply in WA vs our competition, the leading position of the WA Resources sector with regards to Space and the opportunity set for WA as a whole, and the challenges.

We hope you enjoy! 

For more information visit the Euroz Hartleys website 

Diane Smith-Gander AO, Chair DDH1, HBF Health & Zip Co

This episode really is an absolute ripper!

We are very lucky to have an awesome opportunity to spend some time in conversation with the wonderful Diane Smith-Gander AO who has built an amazing corporate career over many years covering a wide range of Directorships across different entities, industries and geographies.

She has inspired so many with her achievements, the roles she has played and her drive to make a difference.

Diane was recently appointed Chair of private health insurer HBF, is current Chair of leading drilling services company DDH1, is current Chair of buy now pay later company Zip Co, is National Chair of the Committee for Economic Development in Australia, is independent Chair of the Nominations Committee for the World Anti Doping Agency and former Director of companies such as Wesfarmers where she was a member of this board for some 11 years, and former President of pre-eminent women’s advocacy group Chief Executive Women representing senior women leaders from the corporate, public service, academic and not for profit sectors.

In the 2019 Queens Birthday Honours, Diane was made an Officer of the Order of Australia (AO) in recognition of her “distinguished service to business, to womens engagement in executive roles, to gender equality and to the community”

This is such a wide-ranging conversation where Diane shares with us her experiences in life from growing up in Alfred Cove WA to school, education and the massive amount of accumulated experience she has learnt and gained through a hugely decorated corporate career – which is still going.

For more information visit the Euroz Hartleys website 

Episode 18: David Maxwell, Managing Director of Cooper Energy

What an opportunity we have on this show to have as our special guest Mr David Maxwell, the Managing Director of ASX listed Cooper Energy, stock code COE.

David has achieved a massive amount in a career spanning more than 25 years as a leading oil and gas industry executive.

He shares with us his journey in the formative years of Woodside Energy which accumulated in him being appointed Director of the Gas and Marketing business unit and a member of the Woodside Executive Committee of just 5 people which was responsible for the strategy, planning and management of this major Company. During his time with Woodside, David was awarded the Australian Gas Association Silver Flame Award for significant contribution to the gas industry.

David was also a major part of the multinational oil and gas company BG Group, formerly known as British Gas, to build their Asia Pacific Liquid Natural Gas presence and to create a true global LNG business for the company, his rise and success at this company was outstanding and he shares the challenges and opportunities that he was presented with.

David has been the Managing Director of Cooper Energy for more than 10 years.

In 2019 he was awarded Western Australia’s prestigious John Doran Life Time Achievement Award for his contribution to the Australian Oil and Gas industry.

As is well known, there is uncertainty across the globe and here in Australia around the supply and cost of energy.  David shares with us his career and has some captivating insights into the oil and gas industry including his views on the current situation surrounding a shortage of gas, particularly given Cooper Energy operate two gas hubs out of South Eastern Australia.

For more information visit the Euroz Hartleys website.

Episode 17: Jeff Quartermaine, Managing Director and Chief Executive Officer of Perseus Mining

This episode we have a wonderful opportunity to have a great chat with a true leader, Mr Jeff Quartermaine, the Managing Director and Chief Executive Officer of rapidly growing African Gold Producer, Developer and Explorer, Perseus Mining, stock code PRU.

Jeff, who grew up in far north Queensland, has had more than 30 years experience in senior corporate, financial and strategic management roles and has had some seriously amazing experiences in a career that has seen him journey to places such as Papua New Guinea, the Philippines and then spend the past 12 years focused on West Africa with Perseus Mining, building the company into the business it is today with a market cap currently in excess of $2 billion dollars. Jeff shares his views on working in the different regions, the rewards and challenges that come with it, mining and growing Perseus Mining.

This a fantastic episode. We hope you enjoy.  

For more information visit the Euroz Hartleys website.

Episode 16: Patrick (Paddy) Gregg, Chief Executive Officer of Austal

Hey everyone and welcome to another fantastic episode of Euroz Hartleys “Finding the Front”!

This episode we are really fortunate to have as our special guest, Mr Paddy Gregg who is CEO of Austal Limited. Austal is Australia’s global shipbuilder and defence prime contractor designing, constructing and sustaining some of the world’s most advanced commercial and defence vessels.

Paddy grew up in Northern Ireland and has a seriously interesting story to tell on his accumulated experiences on his journey to being the leader he is today. These include building Hunter Killer Class Nuclear submarines for BAE Systems in England and time spent for Network Rail, the owner and infrastructure manager of most of the railway network in Great Britain.

This episode provides some pretty amazing insights into the world of commercial and defence ship building. Paddy talks about the opportunity set in the US and expands on meta-trends such as regional instability, supply chain localisation, decarbonisation and also autonomy and automation which this in itself, after hearing from Paddy, seems not far away at all.

There is a lot in this episode and we hope you enjoy.

For more information visit the Euroz Hartleys website.

 

Episode 15: Michael Chaney AO, Chair of Wesfarmers and Northern Star Resources

Hey everyone & thanks again for tuning into another cracker of an episode of Euroz Hartleys “Finding the Front”! We thank all our listeners for their continued and growing support, and wonderful feedback on the show.

This episode we have a very special and privileged opportunity to chat with someone who is widely regarded as one of this countries most successful, admired and highly respected corporate and business leaders, Mr Michael Chaney AO.

Brought up in Perth, Michael Chaney’s career speaks for itself. Over 20 years at Wesfarmers where he was Managing Director for 13, a Director of BHP for 10 years, Chair of the National Australia Bank Board of Directors for 10 years, Chair of the Woodside Petroleum Board of Directors for some 11 years, Chancellor of the University of Western Australia, President of the Business Council of Australia, re-joining the Wesfarmers Board of Directors in 2015 as Chair, a position he still currently holds and Chair of leading WA gold miner Northern Star, a position he still currently holds.

In this wide ranging conversation, Michael reflects on his upbringing, family, education, employment pathway, business decisions and his decorated corporate career providing some captivating insights into his life and what has shaped him. The chat provides some absorbing thoughts and observations, including the origins and building Wesfarmers and the Bunnings business, his time at NAB including the GFC and the challenges of the banking sector, the honour of being appointed an Officer of the Order of Australia, Australia as a destination to do business, the cycle of rising interest rates and rising inflation, the current supply chain restrictions, the future of education, his views on the role of Boards, Management and maintaining culture, and the current global challenges facing the world.

An episode not to be missed, we hope you enjoy.

For more information visit the Euroz Hartleys website.

Episode 14: Peter Cooper, Founder & Chief Investment Officer of Cooper Investors

Hey everyone! And welcome to another episode of Euroz Hartleys “Finding the Front”!

Our show continues to grow fast and thanks for all the support. In this brand new episode we have something a little bit different and in many ways quite special. Australia has many great fund managers but only a few have achieved the respect and success over such a long period of time as Mr Peter Cooper, the founder of Cooper Investors based in Melbourne. Whilst he won’t acknowledge it himself and shies away from this type of recognition, Peter has been referred to as an investment legend and a titan of Australian Funds Management. An opportunity to sit down with Peter for an extensive conversation and gain such deep insights is rare.

Peter covers off on his background and what led him to his love of investment, the influence of the great Warren Buffett and Charlie Munger, long term investing and the Cooper Investors philosophy, and the present state of the world including his observations on the rising interest rate and rising inflation environment, the Russian Ukraine conflict, China, Bitcoin, Oil. Gold, Governments, the Australian Dollar, decarbonisation and his views on active v passive investing. As they say, knowledge is no burden to carry, and this is a podcast where Peter shares his valuable perspective and one that can give some serious understanding of life as a highly regarded, long established manager and investor of money.

For more information visit the Euroz Hartleys website.

Episode 13: Dr Liz Dallimore, CEO of Argenica Therapeutics

Hey everyone and welcome to another big episode of Euroz Hartleys “Finding the Front”.

This episode is just such an absolute cracker! We have such an awesome opportunity to spend some time in conversation with a true leader in their field - Life Sciences, Technology and Data Strategy, Commercialisation and Innovation specialist Dr Liz Dallimore, the inaugural CEO of Argenica Therapeutics, stock code AGN. Argenica Therapeutics is a biotechnology company developing novel therapeutics to reduce brain tissue death after stroke.

Liz grew up with science as part of her life. Her father achieved a PhD in nuclear physics from Oxford University and her love of science grew from an early stage. She then went on to graduate from the University of WA and Oxford University with a PhD in Nueroscience. In this podcast Liz speaks openly, drawing from her more than 20 years of experience and her deep understanding and highly educated insights. This results in a seriously thought provoking discussion into the human brain, the effect of stroke on the human brain, and the business side of the life sciences and Australian biotechnology sector – a sector which she is very passionate about.

Liz is also a mother of three kids who during her career was awarded winner of the 2019 Women in Technology WA Tech + Awards, was featured in the Sunday Times STM Magazine for International Women’s Day 2020 as one of three WA Women making a difference and was selected as 1 of 25 Australian Female Leaders in the STEM for 2022 Federal Government Women in Leadership Development Program as well as Co-Founding a Medical Device Start Up Company and being the inaugural CEO of an ASX listed Biotech Company. She has numerous Board and Advisory roles including a Non-Executive Director role with the National Energy Resources Australia organisation, a General Council role with the WA Chamber of Commerce and Industry, and with the Stan Perron Charitable Foundation, being part of the Research Investment Advisory Panel.

For more information visit the Euroz Hartleys website.

Episode 12: David Southam, Managing Director of Mincor Resources

Hey everyone, and welcome to Episode 12 of Euroz Hartleys “Finding the Front”.

In this episode, we really are fortunate and grateful to be able to share some time with a real leader in his field. Mr David Southam is the Managing Director of Mincor Resources, an ASX listed nickel sulphide development company within the well known nickel belt region of Kambalda in the goldfields of WA.

David has had a phenomenal career. He grew up in New Zealand and this podcast reveals an absorbing journey that included his family moving to Western Australia, developing a passion for - and learning the ins and outs - of running a wide range of businesses to achieving career goals and enduring setbacks along the way. David delivers a very transparent view of his life growing up, his charitable nature, and navigating life’s challenges and opportunities that presented themselves along the way to where he is today.

In his current role he expands on the importance of team, the importance of nickel in today’s world and growing a business from a market capitalisation of some $70m when he started back in February 2019 to greater than $1bln where it is today.

We hope you enjoy.

For more information visit the Euroz Hartleys website.