TPN :: The Take Two Show » Podcast

Take Two: Australian Business Review: June 8, 2008

garry — Sun, 08 Jun 2008 10:22:49 +0000

Leon Gettler talks this week about the perils facing the Australian economy, the further perils facing the airline industry and Virgin Blue in particular, looks at moral hazard implications in the Government’s Green Paper and surveys the grim outlook for ninemsn, the web portal owned jointly by the Packer organisation and Microsoft.

Take Two: The Australian Business Review: June 1, 2008

garry — Sun, 01 Jun 2008 11:49:37 +0000

Leon talks about changes in the Australian banking scene likely to emerge as Westpac advances to takeover St George. We discuss the Government’s Fuel Watch, which doesn’t look too good, we take a look at the failed British Gas bid for Origin Energy, scuppered, it seems by Malaysia’s Petronas coming in to invest in Santos’ coal gas scheme and we take a look at Qantas and how the fuel crisis is going to affect the world’s airlines and air travel in general.

Take Two: The Australian Business Review: May 25, 2008

garry — Sun, 25 May 2008 22:32:07 +0000

Leon talks about the oil price crisis, Coles as it begins what is looking like a massive restructuring under its new CEO, about QBE’s failed bid to take over IAG, and we discuss the implications of Senator Conroy’s extension of time for prospective bidders to build the national broadband network.

Take Two: The Australian Business Review for May 18, 2008

garry — Mon, 19 May 2008 09:01:28 +0000

Leon talks this week about the Australian Budget, new Treasurer Wayne Swan’s maiden effort, about the implications of China’s rumoured intention to bid for a slice of BHP and what could happen to Australian banking scenery when, or if, Westpac succeeds in taking over St George and all the other minor banks come into play.

Take Two: The Australian Business Review: May 11, 2008

garry — Mon, 12 May 2008 07:54:10 +0000

Leon looks at the ANZ’s problems, at Tricom and the others also in trouble, about Westpac on the eve of its bid to takeover St George, and the National Broadband Network.

Take Two: Australian Business Review: May 5, 2008

garry — Tue, 06 May 2008 06:12:21 +0000

Leon and Garry talk about the economy, the debris still falling around Opes Prime and the ANZ Bank, and a bunch of other stuff, including where, if anywhere, we are at on the National Broadband Network.

Take Two:Australian Business Review: April 20, 2008

garry — Mon, 21 Apr 2008 09:07:23 +0000

Leon Gettler looks at ANZ’s situation in the Opes Prime collapse, talks about BHP and the Chinese Government, and studies Kerry Stokes’s tilt at West Australian Newspapers.

Take Two: Australian Business Review: April 12, 2008

garry — Mon, 14 Apr 2008 09:15:22 +0000

Leon talks about ANZ’s exposure to Opes Prime, Telstra’s approach to Stephen Conroy’s National Broadband Network initiative, and Mick Gatto’s entry into the international debt-collection business.

Take Two: Australian Business Review: April 8, 2008

garry — Tue, 08 Apr 2008 05:28:29 +0000

We talk about Communications Minister Stephen Conroy’s decision to can the Howard Government’s grant of nearly $1 billion to Optus/Elders to build a WiMAX broadband network for regional and rural Australia and spec ulate that everyone is probably relieved it has happened. The Opes Prime scandal and the economy fill out a show shortened because of poor communications.

Take Two: Australian Business Review: March 31, 2008

garry — Sun, 30 Mar 2008 12:18:33 +0000

Leon Gettler and Garry Barker discuss the collapse of Opes Prime and where the fallout may strike, the rise and rise of sovereign funds and what they could imply, and they examine the slower outlook for consumer-dependent business in Australia

Take Two: The Australian Business Review: March 24, 2008

garry — Mon, 24 Mar 2008 10:49:10 +0000

Leon Gettler and Garry Barker discuss the increasingly complex relationship between BHP Billiton, Rio-Tinto and the Chinese and Australian governments. China will do almost anything it can to scupper the merger deal, even to helping Rio Tinto expand its investments and make it a harder takeover target. They look at interest rates and forecast higher rates, whether or not the Reserve Bank adds another 25 basis points, possibly in May, and they examine the TV industry and its advertising outlook.

Take Two: Australian Business Review: March 17, 2008

garry — Mon, 17 Mar 2008 12:12:17 +0000

Leon Gettler and Garry Barker examine the Bear Stearns financial crisis as it touches world banks and Australia in particular and suggest we ain’t seen nothing yet. They touch on Telstra and the Australian national broadband network, yet to be built, and do a bit of forecasting on interest rates.

Take Two: Australian Business Review: March 9, 2008

garry — Sun, 09 Mar 2008 11:46:59 +0000

Very serious times lie ahead, says Leon Gettler, banking and management guru of The Age, in this latest conversation with technology editor Garry Barker. They discuss interest rates and why the banks are putting premiums on the Reserve B ank’s continuing increases, look at the Allco debacle, at ABC Learning, and touch on the mining and telecommunications industries.

Take Two: Australian Business Review: March 1, 2008

garry — Sat, 01 Mar 2008 09:36:46 +0000

Leon Gettler and Garry Barker discuss ABC Learning’s financial crisis, why it happened and what it means in today’s bear market. They look at Allco and its problems, at the retail scene as interest rates rise and Garry talks about his visit to Australia’s newest morphine factory.

Take Two: Australian Business Review for Feb 25

garry — Sun, 24 Feb 2008 22:00:09 +0000

Leon Gettler and Garry Barker chat about the trials of the ANZ, the monoline insurance issue and the Super Thursday profit reporting day; Telstra is up and running and Sol Trujillo’s plan is coming together.

Take Two: Australian Business Review: 4/2008

garry — Sun, 17 Feb 2008 22:35:06 +0000

Leon Gettler and Garry Barker discuss the current state of the Australian economy. Leon predicts tough times ahead and a hard landing ahead. They look at the sharemarket’s state of mind and examine the telecommunications sector, ending with a little prediction on fat lips and cosmetic enhancement.

Take Two: Australian Business Review: 0208

garry — Sat, 09 Feb 2008 11:49:12 +0000

In their second show of the year Leon Gettler and Garry Barker examine the continuing saga of BHP Billiton’s bid to take over Rio Tinto as it comes down to the February 6 takeover panels deadline. And they look at the economy, the near inevitability of further interest rate rises in Australia and the Tricom problem.

Take Two: Australian Business Review: 3 of 2008

garry — Sat, 09 Feb 2008 11:48:48 +0000

Leon Gettler and Garry Barker discuss the BHP Billiton/Rio Tinto situation and forecast that it may be a year before finality is reached and Rio succumbs to BHP’s proposals. Meantime, China and India will make their moves in minerals, too.

They look at Mitsubishi Australia’s factory closure and what it means for the nation’s auto industry, they examine the economy and where Telstra and the new Rudd Government may be going towards a better approach to telecommunications.

Take Two: Australian Business Review: 1 of 2008

garry — Mon, 28 Jan 2008 11:55:39 +0000

Leon Gettler is back, chatting with Garry Barker about Lachlan Murdoch and James Packer joining forces to privatise Consolidated Media Holdings, and he looks at the share market, interest rates and where we might be going in these turbulent times.

Take Two: Australian Business Review: 23

garry — Sun, 06 Jan 2008 20:19:43 +0000

Leon Gettler reviews the BHP/Rio Tinto arm wrestling match and says it has a long way yet to run. We look at Telstra, the banking business and the outlook for 2008 — rocky, but plenty of opportunities, too.

Take Two: Australian Business Review, 24

garry — Sun, 06 Jan 2008 20:17:09 +0000

Leon Gettler looks at the Centro disaster and suggests a fire sale is on the way, and we look at the credit situation in Australia where the banks have broken ranks with the Reserve Bank and begun to push up their mortgage rates.

Take Two: Australian Business review:22

garry — Sun, 23 Dec 2007 21:45:13 +0000

Leon Gettler chats with Garry Barker about the Centro collapse, a victim of too rapid expansion and the sub-prime crisis, and offers some view on the ACCC’s rejection of Optus’s fibre to the node proposals.

Take Two: Australian Business Review, No.21

garry — Mon, 17 Dec 2007 06:46:39 +0000

BHP Billiton has plenty of time ahead in its bid for Rio Tinto, say Leon Gettler and Garry Barker. The merits of the deal are not at issue, only the price. They talk also about increasing competition in the Australian mobile wireless market, and look at changes in the Packer empire.

Take Two: Review of Australian Business: #20

garry — Sun, 09 Dec 2007 21:38:53 +0000

Leon Gettler talks with Garry Barker about Telstra under the Rudd Government and predicts that they will make a deal on a national fibre to the node network. We also look at changes on the poop deck, if not the actual helm, at News Limited, and examine the progress in BHP Billiton’s bid for Rio Tinto Comalco.

Take Two: Review of business in Australia: #19

garry — Sun, 02 Dec 2007 12:29:15 +0000

Leon Gettler discusses with Garry Barker, BHP’s bid for Rio Tinto and concludes that it’s now only a matter of settling the price. NAB has bought a small bank in the US mid-west for $900 million and Leon looks at the implications of that, and Garry talks about the outlook for Telstra as it begins to deal with a new government and an old problem.

Take Two: Review of Australian Business #18

garry — Sun, 25 Nov 2007 13:26:52 +0000

Leon Gettler and Garry Barker review the election result — the return of the Australian Labour Party to power, led by Kevin Rudd — and assess its impact on the Australian economy. They look also at the transformation of Jamie Packer’s PBL and at the $85 million revamp of David Jones.

Take Two: Australian Business Review: #17

garry — Tue, 20 Nov 2007 00:07:50 +0000

Business and management analyst Leon Gettler and technology editor Garry Barker review the week in business in Australia, focusing on BHP Billiton’s bid for Rio Tinto, tapping the election barometer and looking at Telstra’s likely fortunes should there be a change of government.

Take Two: A review of business in Australia. #16

garry — Sun, 11 Nov 2007 11:57:47 +0000

Leon Gettler and Garry Barker discuss BHP Billiton’s move to take over Rio-Tinto Comalco to form the largest, by far, minerals company in the world. They look at the economy, interest rates, Wesfarmers’ successful takeover of Coles, and the little storm over Sol Trujillo’s pay package at Telstra.

Take Two: Australian Business review for November 4, 2007

garry — Sun, 04 Nov 2007 20:51:51 +0000

Leon Gettler examines the soaring Aussie dollar, the also soaring returns of the big banks, and Garry Barker has a look at the outlook at Telstra.

Take Two: Australian Business News; October 28, 2007

garry — Sun, 28 Oct 2007 12:31:25 +0000

Coles may not be the basket case many experts have suggested it is. Two retailing experts say it has an opportunity to leap-frog Woolies, but it’s going to take time. And we look at the upheavals in the top deck at Visy, examine the Australian economy and the forthcoming election and have a look at Telstra.

Take Two: October 21, 2007: Background to Business in Australia

garry — Sun, 21 Oct 2007 11:10:54 +0000

Leon Gettler and Garry Barker discuss changes in management and direction at PBL, the travails of Dick Pratt and the pricing collusion, and the Australian economy.

Take Two for October 14, 2007

garry — Sun, 14 Oct 2007 07:54:21 +0000

Leon Gettler and Garry Barker discuss Telstra’s loss of its legal battle to get disclosure of Government documents relating to the granting of a near-$1 billion subsidy to Opel, the Optu/Elders consortium that won the contract to build out broadband for the bush, and they interview Cameron Reilly, “el commandante” of this, The Podcast Network. Leon also looks at the economy and Dick Pratt’s admission on pricing of packaging.

Take Two - Australian Business commentary: Uranium, gold, silver, iron and all that.

garry — Sun, 30 Sep 2007 22:32:32 +0000

Leon Gettler talks to Garry Barker about BHP’s stunning outlook at Olympic Dam, about Channel 7’s foray into mobile internet and the continuing saga at Coles.

Take Two: Australian Business Commentary: Sen. Stephen Conroy

garry — Sun, 23 Sep 2007 13:38:07 +0000

Garry Barker and Leon Gettler chat about the Australian economy and the telecommunications scene and interview Senator Stephen Conroy, the Opposition spokesman on telecommunications, about the outlook for broadband in Australia. And there’s a bit about Coles, too.

Take Two — Frank deRango — 009

garry — Sun, 16 Sep 2007 22:09:01 +0000

Leon Gettler and Garry Barker chat with the CEO of Direct Factory Outlets, the fastest-growing retail element in Australia and do their weekly thing on the Coles takeover, Qantas bidding for Linfox, the Symbion healthcare saga and the economy, still booming despite some forecasts of a recession ahead.

Take Two #008 - Rob Hillard, Bearing Point

garry — Tue, 11 Sep 2007 08:53:45 +0000

Leon Gettler and Garry Barker discuss the Australian economy, Wesfarmers’ about to be consummated takeover of Coles and they talk with Rob Hillard, the global leader for information management with Bearing Point about the importance of keeping things very straight with emails and other electronic documents.

Take Two - Australian Business commentary

garry — Sun, 02 Sep 2007 13:04:00 +0000

Leon Gettler and Garry Barker discuss the week in business in Australia; the gyrations of the share market, the outlook for some of Australia’s largest companies and chat with Jamie O’Dell, managing director for Australasia and Asia-Pacific of Fosters, the brewing and wine giant. And they look at the retail business: Harvey Norman, JB Hi-Fi and Amcor, all turning in healthy double-digit growth.

Take Two; Australian Business — August 27, 2007

garry — Mon, 27 Aug 2007 02:19:42 +0000

Leon Gettler and Garry Barker discuss the resurgent Australian sharemarket, the volatility, the outlook and the massive profits logged by the mining industry. But CSL, leading biomedical company, also turned in a great profit. And they look at water, the telecommunications industry and Malcolm Turnbull’s problem with Geoffrey Cousins.

Take Two 040807

garry — Sun, 26 Aug 2007 13:29:52 +0000

Leon Gettler and Garry Barker discuss the yo-yo stock markets, the fortunes (or misfortunes) of the Coles-Wesfarmers saga, the controversy over the Government’s Broadband Connect plans and Telstra’s law suit against Minister Helen Coonan, and there’s a bit about Rupert Murdoch and his takeover of the Wall Street Journal.

Take Two 20-08-07

garry — Sun, 19 Aug 2007 13:20:14 +0000

Leon Gettler and Garry Barker discuss the frantic week in Australian Business .. the Reserve Bank’s decision on interest rates and what lies ahead, and we talk with Tim Pethick, founder of the Nudie Juice business and now managing director of the Australian arm of ?WhatIf!. a British company that is one of the world leaders in fostering innovation. And there’s lots more besides

Take Two 120807

garry — Mon, 13 Aug 2007 14:04:35 +0000

Leon Gettler and Garry Barker discuss interest rates and talk with Erik Mather, managing director of Regnan, a private company set up by some of Australia’s biggest superannuation funds about the growth of such funds, now managing more than $160 billion — “owning everything,” says Erik and likely to have more than a trillion dollars in the bag within a few years.

Take Two - Australian Business - 0408907

garry — Mon, 06 Aug 2007 05:45:45 +0000

Take Two for July 30, 2007

garry — Mon, 30 Jul 2007 06:59:33 +0000

Housing affordability is now a big political issue and the grim outlook is that the great Australian dream is now pretty well beyond the reach of all but the upper middle classes and the rich, and the situation is not likely to improve any time soon. Leon and I talk it over with Bernard Salt, distinguished demographer with KPMG. Other topics include the outlook for Channel 7 and Kerry Stokes now the big C7 court case has gone against them, and we look at the financial markets, too. — Garry Barker

Take Two #002 - Justin Milne, BigPond

admin — Wed, 25 Jul 2007 05:20:25 +0000

This week we look at the state of the Australian dollar, at an 18 year high, and examine the reasons, and risks involved in that, and we chat with Justin
Milne, CEO of BigPond, about where the internet is leading Telstra, and the rest of us.

Take Two #001

garry — Mon, 23 Jul 2007 06:38:40 +0000

Leon Gettler, management and economics commentator for The Age newspaper in Melbourne Australia, chats with technology editor Garry Barker about the
resources boom and where it could be heading and looks at the retail scene in Australia where Coles, once the leading supermarket chain, is under the
hammer, likely to be bought by Wesfarmers. They speak with consultant and retail expert David McKinna about the outlook.