BHP’s CFO says copper now makes up more than half of the mining company’s earnings, TenCap’s Jun Bei Liu hands down her reporting season verdicts, and Medallion Financial’s Michael Wayne backs the ASX’s pure AI infrastructure play.
Reporting season is almost done, and this week’s Switzer Show sorts the survivors: what to buy, what to hold, and what to walk away from, plus a rare sit-down with the numbers boss of the biggest company on the ASX:
- Vandita Pant, BHP’s Chief Financial Officer, on the result copper built, the $4.5 billion byproducts story, and the timeline for Copper South Australia
- Jun Bei Liu of TenCap names the gem of the season, the turnaround she bought more of, and the gold miner she’d sell. Which ones?
- Michael Wayne of Medallion Financial on Megaport’s second act, a fallen IPO he thinks could be the next Pro Medicus, and a copper play flying under the radar
The Switzer Show streams on Spotify, Apple Podcasts and YouTube.
This week’s stock picks: All the stocks from the Switzer Show this week.
