My name is Tatasha Bamblet. I'm a proud First Nations woman and I'm here to acknowledge country t Glenn Young Ganya nianar Kaka yah Ya bin Ahaka nian Our gay In Nimbina, yakarum Jar, Dominyamka Domaga Ithawakaman damon Imlan Bomber bang Gadabomba in and now in wakah Ghana on yak rum Jar Waternata. Hello, beautiful friends, we gather on the lands of the Aboriginal people. We thank acknowledge and respect the Abiginal people's land that we're gathering on today. Take pleasure in all the land and respect all that you see. She's on the Money podcast acknowledges culture, country, community and connections, bringing you the tools, knowledge and resources for you to thrive.

My name is Tatasha Bamblet. I'm a proud First Nations woman and I'm here to acknowledge country t Glenn Young Ganya nianar Kaka yah Ya bin Ahaka nian Our gay In Nimbina, yakarum Jar, Dominyamka Domaga Ithawakaman damon Imlan Bomber bang Gadabomba in and now in wakah Ghana on yak rum Jar Waternata. Hello, beautiful friends, we gather on the lands of the Aboriginal people. We thank acknowledge and respect the Abiginal people's land that we're gathering on today. Take pleasure in all the land and respect all that you see. She's on the Money podcast acknowledges culture, country, community and connections, bringing you the tools, knowledge and resources for you to thrive.

She's on the Money. She's on the Money. Hello and welcome to She's on the Money, the podcast that turns share market chaos into something your sleep deprived brain can actually understand. I'm excited your co host here to ask all the investing questions you've definitely thought but maybe you've never said out loud. And luckily I'm joined by the investing expert who actually knows what she's talking about. Tory Divine, Hello, Beck Sage excited mainly because I always love an opportunity to talk about the share market, and you've given me a whole episode. I was going to say, this is very exciting just for you, Thank you, thank you. I do need some more things in my shares these account, so I'm kind of excited too. What's your sharesas account at now?

She's on the Money. She's on the Money. Hello and welcome to She's on the Money, the podcast that turns share market chaos into something your sleep deprived brain can actually understand. I'm excited your co host here to ask all the investing questions you've definitely thought but maybe you've never said out loud. And luckily I'm joined by the investing expert who actually knows what she's talking about. Tory Divine, Hello, Beck Sage excited mainly because I always love an opportunity to talk about the share market, and you've given me a whole episode. I was going to say, this is very exciting just for you, Thank you, thank you. I do need some more things in my shares these account, so I'm kind of excited too. What's your sharesas account at now?

I think it's at seven hundred stop fifty eight dollars or something like that.

I think it's at seven hundred stop fifty eight dollars or something like that.

That's growing. That's crazy weekly. Who are you?

That's growing. That's crazy weekly. Who are you?

I know I wouldn't be able to do that in savings.

I know I wouldn't be able to do that in savings.

I love it, haven't I love it? And I feel like now is a very good time to talk about the share market because it's been the end financial year, which is also my birthday, because if anything, I am a finance baby at heart, and I think given the financial year has now wrapped up, which means I have to wait another like three hundred and sixty five plus days for my birthday to come again. So, buddy, I thought it would be a very good time for you and I to sit down and I guess take a little bit of a step back and go well, what happened with the ASX this year? What did it look like? What did it feel like? Because we do these episodes and you guys love them, and I adore that you love them, because it's any time to yap about shares for me is a good time. But we often look to the share market to make decisions, and we say time and time again, past performance is not a reliable predictor of future performance, and we can look at what has happened, but that doesn't mean that it's going to happen into the future. So anything that we talk about today, like if I go, oh, this etf like was incredible, that doesn't mean it's going to continue to be incredible. But it's just so interesting and I think so pervy to be like what performed what didn't I when we're hah. So, whether you're investing yourself or you just want to learn a little bit more about what actually drives the share market, this episode, from my perspective, is going to give you a really good sneak peek at what I think are the biggest trends. And keep in mind, this is a market research. These are my opinions, these are my I don't know I talked to lots of market experts. I talked to lots of share traders. I talked to lots of financial advices. It's like a culmination of all of that. So it's not like well Combank said totally. It's kind of Lin Buffett, who I know, I had a little bit of saying you shouldn't have a crush on a ninety year old ay, But it's kind of like, I want to show you a little bit of a sneak peek at what I think the biggest trends were. I want to show you what I think the standout performers were, and maybe a few unexpected winners. Because I remember doing the scripture this episode and being like, hold on, what the hell right? I think you'll enjoyed as well? Back so strapping, I hope you're ready to talk about shares, But I guess again, I just really want to double down because maybe I'm just a little conservative baby at heart. But this episode, Becket's not to tell you what to buy, right. Don't go running to your shares E's app and be like, oh my god, we talked about X y Z and that that means I'm just going to buy it. Because she said it did well, Like, I'm not here to tell you what to purchase, because that's actually wildly irresponsible. It's actually here to help you start recognizing I guess what drives a company's growth, what impacts share price, and how to spot what I think is a very strong business versus what's kind of like a bit of a hyped up headline. Because we've all seen the hype online. We see what's going on, like, oh, we see how dramatic people can be. So beck, let's strap in, no more disclaimers, no more anything. Today we're going to dive into some of the biggest share rises on the ASX two hundred, the companies that have seen the strongest percentage growth over the past year. Are you ready?

I love it, haven't I love it? And I feel like now is a very good time to talk about the share market because it's been the end financial year, which is also my birthday, because if anything, I am a finance baby at heart, and I think given the financial year has now wrapped up, which means I have to wait another like three hundred and sixty five plus days for my birthday to come again. So, buddy, I thought it would be a very good time for you and I to sit down and I guess take a little bit of a step back and go well, what happened with the ASX this year? What did it look like? What did it feel like? Because we do these episodes and you guys love them, and I adore that you love them, because it's any time to yap about shares for me is a good time. But we often look to the share market to make decisions, and we say time and time again, past performance is not a reliable predictor of future performance, and we can look at what has happened, but that doesn't mean that it's going to happen into the future. So anything that we talk about today, like if I go, oh, this etf like was incredible, that doesn't mean it's going to continue to be incredible. But it's just so interesting and I think so pervy to be like what performed what didn't I when we're hah. So, whether you're investing yourself or you just want to learn a little bit more about what actually drives the share market, this episode, from my perspective, is going to give you a really good sneak peek at what I think are the biggest trends. And keep in mind, this is a market research. These are my opinions, these are my I don't know I talked to lots of market experts. I talked to lots of share traders. I talked to lots of financial advices. It's like a culmination of all of that. So it's not like well Combank said totally. It's kind of Lin Buffett, who I know, I had a little bit of saying you shouldn't have a crush on a ninety year old ay, But it's kind of like, I want to show you a little bit of a sneak peek at what I think the biggest trends were. I want to show you what I think the standout performers were, and maybe a few unexpected winners. Because I remember doing the scripture this episode and being like, hold on, what the hell right? I think you'll enjoyed as well? Back so strapping, I hope you're ready to talk about shares, But I guess again, I just really want to double down because maybe I'm just a little conservative baby at heart. But this episode, Becket's not to tell you what to buy, right. Don't go running to your shares E's app and be like, oh my god, we talked about X y Z and that that means I'm just going to buy it. Because she said it did well, Like, I'm not here to tell you what to purchase, because that's actually wildly irresponsible. It's actually here to help you start recognizing I guess what drives a company's growth, what impacts share price, and how to spot what I think is a very strong business versus what's kind of like a bit of a hyped up headline. Because we've all seen the hype online. We see what's going on, like, oh, we see how dramatic people can be. So beck, let's strap in, no more disclaimers, no more anything. Today we're going to dive into some of the biggest share rises on the ASX two hundred, the companies that have seen the strongest percentage growth over the past year. Are you ready?

Oh my god, I'm so excited.

Oh my god, I'm so excited.

And I know you say, this is not advice, This is not something you should be running for your phone and buy. But I you can run to your phone and have like a look like you have a look as you know, beg. The chares is like search function And this isn't sponsored by Chase's Like, I haven't paid me to do this, I just I know that you use chasys. And also like if you listen to money diaries, You'll know that, like ninety nine percent of our community. When I'm like, so, tell me, like do you invest, They're like, yeah, clearly on chaz EA's. So I feel like it's the best example to use because so many of you are familiar with it totally worth kind of like using Google. You can run to Google and type it in anyway. So I guess I wonder and I know this is a very broad question because I don't really understand shares whatever. That's my job. That's my job. And I tell you how that's true, thank you.

And I know you say, this is not advice, This is not something you should be running for your phone and buy. But I you can run to your phone and have like a look like you have a look as you know, beg. The chares is like search function And this isn't sponsored by Chase's Like, I haven't paid me to do this, I just I know that you use chasys. And also like if you listen to money diaries, You'll know that, like ninety nine percent of our community. When I'm like, so, tell me, like do you invest, They're like, yeah, clearly on chaz EA's. So I feel like it's the best example to use because so many of you are familiar with it totally worth kind of like using Google. You can run to Google and type it in anyway. So I guess I wonder and I know this is a very broad question because I don't really understand shares whatever. That's my job. That's my job. And I tell you how that's true, thank you.

And so I guess my question is where do we start at the beginning? Okay, got to you? Gotcha? Okay, where is that?

And so I guess my question is where do we start at the beginning? Okay, got to you? Gotcha? Okay, where is that?

So I actually want to start this conversation talking about a topic that I feel like our community has had a lot of conversation around. I've actually gotten a lot of d ms semi recently over the last maybe three months, I'd say, and that is about gold. I feel like even you asked me about gold recently and you're like, hold on, so people buy physical gold and I was like, yes, babe, they buy gold and then they pay people to store it for that.

So I actually want to start this conversation talking about a topic that I feel like our community has had a lot of conversation around. I've actually gotten a lot of d ms semi recently over the last maybe three months, I'd say, and that is about gold. I feel like even you asked me about gold recently and you're like, hold on, so people buy physical gold and I was like, yes, babe, they buy gold and then they pay people to store it for that.

I find very shocking, right, So let's.

I find very shocking, right, So let's.

Start there, because I feel like gold is having a very serious moment at the moment, okay, and lots of people are talking about it, and I mean, yes, we've spoken about it recently, but gold at the moment, or gold is popular, I would say in times of economic uncertainty, like people turn to gold. You could say, like when the share market's going up and down, like it's related, I would say to fear and kind of like buckling down and getting quite serious and being like ooh, like you know, the world's a bit tumultuous, and I mean, you can see why a lot of Americans maybe are turning to gold and going, ah, I don't know about the share prices like Trump seems, I would say, to be having a meltdown online. I've literally never seen a politician swear until the other day, and he's like saying the f work. I just don't get it.

Start there, because I feel like gold is having a very serious moment at the moment, okay, and lots of people are talking about it, and I mean, yes, we've spoken about it recently, but gold at the moment, or gold is popular, I would say in times of economic uncertainty, like people turn to gold. You could say, like when the share market's going up and down, like it's related, I would say to fear and kind of like buckling down and getting quite serious and being like ooh, like you know, the world's a bit tumultuous, and I mean, you can see why a lot of Americans maybe are turning to gold and going, ah, I don't know about the share prices like Trump seems, I would say, to be having a meltdown online. I've literally never seen a politician swear until the other day, and he's like saying the f work. I just don't get it.

I don't know.

I don't know.

The man thinks he can tweet and people are reading his tweets being like, oh, yeah, you're right. I'll have a ceasefire because Donald Trump did I know, I can't get me stud and we shouldn't go on and on about it. Because apparently if I do go on and on about it, I could be banned from the US. Who cares? At the moment, I don't have a lot of want to go there, but I do miss the food in New York.

The man thinks he can tweet and people are reading his tweets being like, oh, yeah, you're right. I'll have a ceasefire because Donald Trump did I know, I can't get me stud and we shouldn't go on and on about it. Because apparently if I do go on and on about it, I could be banned from the US. Who cares? At the moment, I don't have a lot of want to go there, but I do miss the food in New York.

That's so fair. I actually would like to do some.

That's so fair. I actually would like to do some.

Selfishly. I don't want to get banned from the US, but like, I don't have any want to go there at the moment.

Selfishly. I don't want to get banned from the US, but like, I don't have any want to go there at the moment.

It just doesn't feel good.

It just doesn't feel good.

But anyway, gold is seen as a little bit of a safe haven at times where things are a little bit tumultuous, and currently a global demand for gold is rising. It's getting very very popular. And it's not just you know every day mum and dad investors or you know even more on Buffett being like, oh, gold is a good option right now. It's actually we're seeing central banks pick up a lot of it. Like I would say that the Central Bank is actually stockpiling it. So they're trying to do this to diversify away from the US dollar. And even countries like China are buying more gold than ever. So when that starts to happen, people like you and I go, is gold good? Should we be looking at gold? Other people are looking at gold, and obviously when there's demand for gold, the price for gold increases. So we're seeing that going. Oh, it's a little bit of a popularity contest, and we're seeing this reflected in the share market as well. So if you look at the top performers on the AX, which for those of you playing along at home, is the Australian Stock Exchange, at least five of them are gold producers. Oh, which is kind of cool and not that common during I guess non economically tumultuous times to have five gold producers be sitting at the top performers on the ASEX.

But anyway, gold is seen as a little bit of a safe haven at times where things are a little bit tumultuous, and currently a global demand for gold is rising. It's getting very very popular. And it's not just you know every day mum and dad investors or you know even more on Buffett being like, oh, gold is a good option right now. It's actually we're seeing central banks pick up a lot of it. Like I would say that the Central Bank is actually stockpiling it. So they're trying to do this to diversify away from the US dollar. And even countries like China are buying more gold than ever. So when that starts to happen, people like you and I go, is gold good? Should we be looking at gold? Other people are looking at gold, and obviously when there's demand for gold, the price for gold increases. So we're seeing that going. Oh, it's a little bit of a popularity contest, and we're seeing this reflected in the share market as well. So if you look at the top performers on the AX, which for those of you playing along at home, is the Australian Stock Exchange, at least five of them are gold producers. Oh, which is kind of cool and not that common during I guess non economically tumultuous times to have five gold producers be sitting at the top performers on the ASEX.

Confusing to me for some reason.

Confusing to me for some reason.

But what do you mean?

But what do you mean?

I get it.

I get it.

So it's like a mining company, a mining company that goes and digs up all the day. I understand, I understand and stand. So okay, so like going and producing it and like digging it up because obviously gold is I would say, it's not an unlimited resource, but it's relatively limited, and we need companies to be able to, you know, go gold panning, basically, to go find more to sell to us if there's still gold out there. It's crazy, right, did you ever do the balleratte thing where the gold. Yeah, that was very fun. And I have my little somewhere in probably Yeah, I have that little jar of water with the like gold specs. You know, how do you and I like? Because we couldn't I'm assuming the blue box. I think, couldn't find anywhere to go buy some from the thing. I can't even remember how I acquired it, honestly, all I remember from going to Ballarat with those raspberry drops.

So it's like a mining company, a mining company that goes and digs up all the day. I understand, I understand and stand. So okay, so like going and producing it and like digging it up because obviously gold is I would say, it's not an unlimited resource, but it's relatively limited, and we need companies to be able to, you know, go gold panning, basically, to go find more to sell to us if there's still gold out there. It's crazy, right, did you ever do the balleratte thing where the gold. Yeah, that was very fun. And I have my little somewhere in probably Yeah, I have that little jar of water with the like gold specs. You know, how do you and I like? Because we couldn't I'm assuming the blue box. I think, couldn't find anywhere to go buy some from the thing. I can't even remember how I acquired it, honestly, all I remember from going to Ballarat with those raspberry drops.

Yeahs yep ye.

Yeahs yep ye.

Anyway back to proper gold, not panning for gold in grade three. The one at the top that we are going to take a bit of a closer look at beck is called Regious Resources, and their share price over the last twelve months has gone up more than one hundred and fifty percent. Who isn't that insane?

Anyway back to proper gold, not panning for gold in grade three. The one at the top that we are going to take a bit of a closer look at beck is called Regious Resources, and their share price over the last twelve months has gone up more than one hundred and fifty percent. Who isn't that insane?

I feel an urgency to buy, but I'm going to settle down.

I feel an urgency to buy, but I'm going to settle down.

No settling, I mean, yes, settling down, but like one hundred and fifty percent increase.

No settling, I mean, yes, settling down, but like one hundred and fifty percent increase.

Yeah, that's pretty good.

Yeah, that's pretty good.

What makes people interested? Yeah?

What makes people interested? Yeah?

So what what are they who are resource?

So what what are they who are resource?

So their little gold penners, right, they're gold market, so they're probably not out there with their pans. They've got very big machinery, but they are a gold mining company that is based in Western Australia and they explore for gold. They develop the sites, so they like go out scout sites and be like this could be a good place to dig, and then they operate the mines to pull all of the gold out of the ground and then they sell it. One of their biggest assets is a thirty percent stake in the Tropicana gold Mine, which is going to be not that much to you, but like owning thirty percent of another business is a big deal. Which is actually one of the major gold sites here in Australia, and it's a joint venture with another company, because I said before, they're only owned thirty percent of it called Anglo Gold. A shanty beautiful name, I know, a shanty like that's kind of cool, Shri Lankan and like Indian names have like a magic about them. Yeah, totally, just I'm like, majesty pretty, and then I got to the Victoria, you know, like that just feels rude, mum. Anyway, they are known for being a low cost but very high output operation, so it's a very solid cash generator. So if we're looking at it and we zoom out a little bit, we go, well, you know, Regis Resources good company, they're doing some good stuff, but they also own thirty percent of another company that's doing really well. Yeah, so if I told you that, you go. They seem pretty smart, they seem pretty switched on. So they're onto a really good combination at the moment of rising gold prices, which helps any minor to be honest, So any company that mines for gold is going to be pretty happy with the fact that gold's more expensive at the moment. And when you break it down, it's actually a really solid operation. Like their business is running relatively leanly. They are doing you know, good business internally, like they're doing what they said they were going to do. So the production of gold for them is relatively stable, and their costs are i would say, under control, and they've been investing some of their money, so a lot of their profit is going into expanding their mind life so that they're not just living for them now. They're like kind of planning for the future, Like they clearly want to see this increase be sustainable. Yeah, like they want to just keep on keeping on. But I think Beck it's also really worth remembering that mining shares can be really volatile. They actually hold up a lot of the Australian share market because as you know, or maybe do or don't. I don't know how much research you've ever done into it mining, but mining's massive in Australia, right, So like you would have heard about fly and fly out people right, Like you know, I feel like if you're in your twenties or thirties, you've had a friend at some point being like maybe I'll go to the mines for a few years, or like maybe I'll xize it. I've all talked about it. And the reason that we've talked about this and we know, like you and I know that if you go work in the minds, you make big money. Yeah, right, And that exists because we have such a strong mining export in Australia, Like there are lots of options, and I think all of us know that most of it happens in Western Australia because that's where all of the like essentially gold is and all of the other things. But we also export things like iron ore. So mining in Australia is a very big business. In fact, it's I think it's our number one like export. So the thing that other countries buy from us has been mined. Oh, which is kind of cool. But also I went, so funny, maybe the word isn't funny here, but it's interesting as well because so many of us are turning to be ethical investors. Yeah, so therefore we're against mining. I was thinking that.

So their little gold penners, right, they're gold market, so they're probably not out there with their pans. They've got very big machinery, but they are a gold mining company that is based in Western Australia and they explore for gold. They develop the sites, so they like go out scout sites and be like this could be a good place to dig, and then they operate the mines to pull all of the gold out of the ground and then they sell it. One of their biggest assets is a thirty percent stake in the Tropicana gold Mine, which is going to be not that much to you, but like owning thirty percent of another business is a big deal. Which is actually one of the major gold sites here in Australia, and it's a joint venture with another company, because I said before, they're only owned thirty percent of it called Anglo Gold. A shanty beautiful name, I know, a shanty like that's kind of cool, Shri Lankan and like Indian names have like a magic about them. Yeah, totally, just I'm like, majesty pretty, and then I got to the Victoria, you know, like that just feels rude, mum. Anyway, they are known for being a low cost but very high output operation, so it's a very solid cash generator. So if we're looking at it and we zoom out a little bit, we go, well, you know, Regis Resources good company, they're doing some good stuff, but they also own thirty percent of another company that's doing really well. Yeah, so if I told you that, you go. They seem pretty smart, they seem pretty switched on. So they're onto a really good combination at the moment of rising gold prices, which helps any minor to be honest, So any company that mines for gold is going to be pretty happy with the fact that gold's more expensive at the moment. And when you break it down, it's actually a really solid operation. Like their business is running relatively leanly. They are doing you know, good business internally, like they're doing what they said they were going to do. So the production of gold for them is relatively stable, and their costs are i would say, under control, and they've been investing some of their money, so a lot of their profit is going into expanding their mind life so that they're not just living for them now. They're like kind of planning for the future, Like they clearly want to see this increase be sustainable. Yeah, like they want to just keep on keeping on. But I think Beck it's also really worth remembering that mining shares can be really volatile. They actually hold up a lot of the Australian share market because as you know, or maybe do or don't. I don't know how much research you've ever done into it mining, but mining's massive in Australia, right, So like you would have heard about fly and fly out people right, Like you know, I feel like if you're in your twenties or thirties, you've had a friend at some point being like maybe I'll go to the mines for a few years, or like maybe I'll xize it. I've all talked about it. And the reason that we've talked about this and we know, like you and I know that if you go work in the minds, you make big money. Yeah, right, And that exists because we have such a strong mining export in Australia, Like there are lots of options, and I think all of us know that most of it happens in Western Australia because that's where all of the like essentially gold is and all of the other things. But we also export things like iron ore. So mining in Australia is a very big business. In fact, it's I think it's our number one like export. So the thing that other countries buy from us has been mined. Oh, which is kind of cool. But also I went, so funny, maybe the word isn't funny here, but it's interesting as well because so many of us are turning to be ethical investors. Yeah, so therefore we're against mining. I was thinking that.

I was like, is this bad for the environment.

I was like, is this bad for the environment.

But it can be, It can be, and I mean completely so conversation, there are a lot of mining sites that are putting a lot of money into becoming sustainable and working on that and how to put back into the environment because at the end of the day, like even electric cars rely on petrol when it comes down to it, right, Like, and I'm not saying we put petrol into those cars, but like to power the grids, we're probably using some type of coal to burn. I think the only state that really relies on hydro is Tasmania. And so there are Yeah, there's a lot for us to do before we can completely be clean and green. What we want it all from my perspective side note, what we want to see as companies really investing in sustainability and investing in becoming more green and investing in our future.

But it can be, It can be, and I mean completely so conversation, there are a lot of mining sites that are putting a lot of money into becoming sustainable and working on that and how to put back into the environment because at the end of the day, like even electric cars rely on petrol when it comes down to it, right, Like, and I'm not saying we put petrol into those cars, but like to power the grids, we're probably using some type of coal to burn. I think the only state that really relies on hydro is Tasmania. And so there are Yeah, there's a lot for us to do before we can completely be clean and green. What we want it all from my perspective side note, what we want to see as companies really investing in sustainability and investing in becoming more green and investing in our future.

Yes, completely, not.

Yes, completely, not.

Burying their heads in the sand and being like whatever, we're just going to keep getting this iron or bye. But in saying that, mining can be relatively volatile, so it goes up and down over time, and as you would know, right now, people are kind of looking at gold like, oh, that's pretty sexy, that's pretty interesting. I'm interested in it. But like, if that momentum shifts or costs creep up, the shine can wear off pre tea quickly and you get over it and you're like, I'm onto the next thing. And with a share price that's already up more than one hundred and fifty percent back, I would say some of that future optimism might already be priced in.

Burying their heads in the sand and being like whatever, we're just going to keep getting this iron or bye. But in saying that, mining can be relatively volatile, so it goes up and down over time, and as you would know, right now, people are kind of looking at gold like, oh, that's pretty sexy, that's pretty interesting. I'm interested in it. But like, if that momentum shifts or costs creep up, the shine can wear off pre tea quickly and you get over it and you're like, I'm onto the next thing. And with a share price that's already up more than one hundred and fifty percent back, I would say some of that future optimism might already be priced in.

I see.

I see.

Okay, so we're excited and we're just buying it, but like, is it really worth one hundred and more right now? Yeah? Okay, that's good to know, because I guess it does depend on the seat of the economy or absolutely it does. I see, I see, I see. Okay, So this next one I see here hostal a U s t A l Ostill.

Okay, so we're excited and we're just buying it, but like, is it really worth one hundred and more right now? Yeah? Okay, that's good to know, because I guess it does depend on the seat of the economy or absolutely it does. I see, I see, I see. Okay, So this next one I see here hostal a U s t A l Ostill.

I've obviously never heard of this.

I've obviously never heard of this.

What do they do? You're like, what's that? You've put it on the list. I think that's very fair. And I would actually say that most of our audience I have never heard of Ostel. In fact, guessing gay, I feel like you could assume they're Australian, they would think, unless your special interest is ships and shifts.

What do they do? You're like, what's that? You've put it on the list. I think that's very fair. And I would actually say that most of our audience I have never heard of Ostel. In fact, guessing gay, I feel like you could assume they're Australian, they would think, unless your special interest is ships and shifts.

And we will understand that context soon, I am aid.

And we will understand that context soon, I am aid.

Yeah, but they are a Western Australian company, see, and they were started in nineteen eighty eight and they build high end, high speed fairies, high speed fairy high speed fairies. Get imagine album that coming. You're like Ostial obviously fairies obviously obviously fairies speed anyway, Sorry, but over the past few decades, I mean, I haven't had my eye on the fairy trade, but I did do a little bit of research for you. Don't worry, thank you. They're really up to their game when it comes to fairies faster. Yeah. Bet you didn't see that need I did not. Yeah. So the fairy trade, it's been increasing and they've leveled up and they've gone from being just like producing the spirit of Tasmania to being a global player in defense. Oh when you say defense, you go all big dog ships. Yeah right, So they've got a shipyard in Western Australia and the US and the Philippines and Vietnam, and they're one of the only Australian companies that regularly build ships for the US Navy. I would say that's a pretty big deal. Yes, I would see, like you you go fairies, that's cute, and yeah, you go hold on US Navy ships. Yeah, I see. They've really they actually might be big dogs.

Yeah, but they are a Western Australian company, see, and they were started in nineteen eighty eight and they build high end, high speed fairies, high speed fairy high speed fairies. Get imagine album that coming. You're like Ostial obviously fairies obviously obviously fairies speed anyway, Sorry, but over the past few decades, I mean, I haven't had my eye on the fairy trade, but I did do a little bit of research for you. Don't worry, thank you. They're really up to their game when it comes to fairies faster. Yeah. Bet you didn't see that need I did not. Yeah. So the fairy trade, it's been increasing and they've leveled up and they've gone from being just like producing the spirit of Tasmania to being a global player in defense. Oh when you say defense, you go all big dog ships. Yeah right, So they've got a shipyard in Western Australia and the US and the Philippines and Vietnam, and they're one of the only Australian companies that regularly build ships for the US Navy. I would say that's a pretty big deal. Yes, I would see, like you you go fairies, that's cute, and yeah, you go hold on US Navy ships. Yeah, I see. They've really they actually might be big dogs.

It's like in my head, very clear, like angel and devil situation.

It's like in my head, very clear, like angel and devil situation.

Yea, fairies. So they've been working away in the background. Yeah, okay, track in a way, and they've been building their fairies. Sure, and that is why their share price has increased by more than one hundred and fifty percent in the past twelve months. Chans why a lot of people are going hard on hold on, Have I changed my special interest from trains to fairies? Interesting? And a lot of that growth actually came after they won a contract to build up to twelve new what they call a landing ship for the US Navy, and that deal alone for them could be worth more than three hundred and eighty million usd Oh my god.

Yea, fairies. So they've been working away in the background. Yeah, okay, track in a way, and they've been building their fairies. Sure, and that is why their share price has increased by more than one hundred and fifty percent in the past twelve months. Chans why a lot of people are going hard on hold on, Have I changed my special interest from trains to fairies? Interesting? And a lot of that growth actually came after they won a contract to build up to twelve new what they call a landing ship for the US Navy, and that deal alone for them could be worth more than three hundred and eighty million usd Oh my god.

So it hasn't happened yet.

So it hasn't happened yet.

I mean they've won the contract. Oh, I see it, and they're starting to do it, but it's up to twelve ships. It might not be the full twelve ships. They might get to ten in the US Navy. You'll be like that's enough for now, and they've won the contract. So what happens when we say one a contract is often when governments like the US government Australian government does this, they go out to what's called tender. So essentially, let's say let's say the Australian government wanted a new cleaning company for Parliament House and all of the government locations around Australia. They can't just go hey, Becky, if you've got a friend, because that would not be kosher. What they do is they put out a tender and they say hey, we've got this job. And it's basically like putting a job out on seek, but like for big dogs. And they put their job out up and say I want a cleaning company that can do ABC DNA, and then all of the big cleaning companies would quote respond and they would put together a pitch and be like, well I could do it for three hundred million across all of your locations. And then another company might come back and be like, well I can do it for two hundred and fifty million, and they kind of like essentially bid bid. They put in their bid, sure, and then the Australian government will weigh up those bids and make a selection based on that. So that's what clearly happened. In the US, ostil has won the contract for the US Navy ships, which is kind of cool when you think about it, that is really cool. So they like landed or they won this contract, and then the share price took off after that point. Yes, I see like it had been taking off. They'd been going to the next level. They've been doing really well. But I would say that's the thing that really pushed them because that's a massive contract. And I mean it's where three hundred and eighty million US or up to I'm gonna have to have a little Google even though I don't know if I like this one, like investing wise, like is it ethical anyway? They got questions about that, and I mean we can have another conversation on another podcast episode about ethics and how to manage them and negotiate what that means with yourself. But I think this is just interesting pieces around how are they making money? What does that look like? But also Beck if this company's already up one hundred and fifty percent, does that make them a goodbye?

I mean they've won the contract. Oh, I see it, and they're starting to do it, but it's up to twelve ships. It might not be the full twelve ships. They might get to ten in the US Navy. You'll be like that's enough for now, and they've won the contract. So what happens when we say one a contract is often when governments like the US government Australian government does this, they go out to what's called tender. So essentially, let's say let's say the Australian government wanted a new cleaning company for Parliament House and all of the government locations around Australia. They can't just go hey, Becky, if you've got a friend, because that would not be kosher. What they do is they put out a tender and they say hey, we've got this job. And it's basically like putting a job out on seek, but like for big dogs. And they put their job out up and say I want a cleaning company that can do ABC DNA, and then all of the big cleaning companies would quote respond and they would put together a pitch and be like, well I could do it for three hundred million across all of your locations. And then another company might come back and be like, well I can do it for two hundred and fifty million, and they kind of like essentially bid bid. They put in their bid, sure, and then the Australian government will weigh up those bids and make a selection based on that. So that's what clearly happened. In the US, ostil has won the contract for the US Navy ships, which is kind of cool when you think about it, that is really cool. So they like landed or they won this contract, and then the share price took off after that point. Yes, I see like it had been taking off. They'd been going to the next level. They've been doing really well. But I would say that's the thing that really pushed them because that's a massive contract. And I mean it's where three hundred and eighty million US or up to I'm gonna have to have a little Google even though I don't know if I like this one, like investing wise, like is it ethical anyway? They got questions about that, and I mean we can have another conversation on another podcast episode about ethics and how to manage them and negotiate what that means with yourself. But I think this is just interesting pieces around how are they making money? What does that look like? But also Beck if this company's already up one hundred and fifty percent, does that make them a goodbye?

Right?

Right?

Are they going to keep going up? Are they like at the peak? Or is that like you know, have there been heaps of people who are really into ships watching this and just buying incause they're excited when actually the share price is not worth it.

Are they going to keep going up? Are they like at the peak? Or is that like you know, have there been heaps of people who are really into ships watching this and just buying incause they're excited when actually the share price is not worth it.

There's a lot of questions, Yeah, I see, I see.

There's a lot of questions, Yeah, I see, I see.

Okay, so they landed a big contract, their share price takes off, and then what happens happens? So defense contracts, I would say a massive whether that's in Australia, I mean defense contracts in the US obviously are significantly larger. And when you win one, the market is very reactive. They're like, oh damn, because the defense I wouldn't say, they've never knocked so I can't prove it. But like, if the defense says they're going to pay you, they're gonna pay you. It's not like, oh, they promise to do this and then they don't. Like if the defense is engaging you to build twelve ships, like they've already worked out that they need the twelve ships, it's like kind of almost guaranteed that that money is going to go into their pocket, right, they're not going, oh, actually six months, that person's redundant, Like they're not making decisions and theyre being like, all work it out later, Like this is pretty set in stone. But Ostel's not just doing one off builds, which is kind of good. They also do and this is where a lot of their consistency in share price comes from. They do maintenance and upgrades on ships as well, so like they're not just building it and hoping consistently they get new people to buy new ships. They do building and maintenance upgrades on ships that are already out there, which then creates reoccurring revenue because like, your ship needs servicing, babes absolutely every I don't know, one hundred thousand knots or something, Yeah that I mean like that, Like I don't know, do you think that they're like just driving down the freeway one day and then it pings like service.

Okay, so they landed a big contract, their share price takes off, and then what happens happens? So defense contracts, I would say a massive whether that's in Australia, I mean defense contracts in the US obviously are significantly larger. And when you win one, the market is very reactive. They're like, oh damn, because the defense I wouldn't say, they've never knocked so I can't prove it. But like, if the defense says they're going to pay you, they're gonna pay you. It's not like, oh, they promise to do this and then they don't. Like if the defense is engaging you to build twelve ships, like they've already worked out that they need the twelve ships, it's like kind of almost guaranteed that that money is going to go into their pocket, right, they're not going, oh, actually six months, that person's redundant, Like they're not making decisions and theyre being like, all work it out later, Like this is pretty set in stone. But Ostel's not just doing one off builds, which is kind of good. They also do and this is where a lot of their consistency in share price comes from. They do maintenance and upgrades on ships as well, so like they're not just building it and hoping consistently they get new people to buy new ships. They do building and maintenance upgrades on ships that are already out there, which then creates reoccurring revenue because like, your ship needs servicing, babes absolutely every I don't know, one hundred thousand knots or something, Yeah that I mean like that, Like I don't know, do you think that they're like just driving down the freeway one day and then it pings like service.

Too soon, like my heart, yeah, like you swam seven hundreds.

Too soon, like my heart, yeah, like you swam seven hundreds.

But that obviously creates really really consistent, reoccurring revenue between They're really big jobs, which people like because I mean, if I'm going to buy into a company, I want to know that they've got cash coming in consistently, yes, and that stability really helps their numbers. Look, I would say a lot healthier. And I guess defense is also what we call a little bit like to be a bit more negative a boom and bust industry. So if you win the right contracts, sexy great ten out of ten. But if not, or like let's say Ostel won this because remember how they put their bid in. They said, we can build these ships for this amount of cost to the government. What if the cost of the iron to build the ships increases significantly, the government's not going to pay more because that's not what their contract is worth. So that could cost Ostil a lot of money. And if things blow out, the tables can turn very or the waters can turn very quickly. Right, And Ostel's actually had a number of different bumps over the years where this has happened, including what you'd call margin pressure. So essentially, are they actually making a lot of good profit or are they actually like spending what they are making on building these ships and just like calling it even But right now they're on a hot streak. So right now they're doing well, okay, but they don't have an incredible track record for they're doing really well and generating really big profits, like they get the job done, but they might like spend what they made on building the ship and be like, oh, thank god that's over and it didn't cost us any more money, you know.

But that obviously creates really really consistent, reoccurring revenue between They're really big jobs, which people like because I mean, if I'm going to buy into a company, I want to know that they've got cash coming in consistently, yes, and that stability really helps their numbers. Look, I would say a lot healthier. And I guess defense is also what we call a little bit like to be a bit more negative a boom and bust industry. So if you win the right contracts, sexy great ten out of ten. But if not, or like let's say Ostel won this because remember how they put their bid in. They said, we can build these ships for this amount of cost to the government. What if the cost of the iron to build the ships increases significantly, the government's not going to pay more because that's not what their contract is worth. So that could cost Ostil a lot of money. And if things blow out, the tables can turn very or the waters can turn very quickly. Right, And Ostel's actually had a number of different bumps over the years where this has happened, including what you'd call margin pressure. So essentially, are they actually making a lot of good profit or are they actually like spending what they are making on building these ships and just like calling it even But right now they're on a hot streak. So right now they're doing well, okay, but they don't have an incredible track record for they're doing really well and generating really big profits, like they get the job done, but they might like spend what they made on building the ship and be like, oh, thank god that's over and it didn't cost us any more money, you know.

Oh okay, yeah, Gosha risky risky risky.

Oh okay, yeah, Gosha risky risky risky.

Okay.

Okay.

This next one I have heard of, but in a different context.

This next one I have heard of, but in a different context.

Sigma Healthcare Healthcare. Sigma feels frat boy, doesn't it. Sigma Big Beta Yeah, yeah, right, yep, Sigma Healthcare. Why have you heard of your healthcare?

Sigma Healthcare Healthcare. Sigma feels frat boy, doesn't it. Sigma Big Beta Yeah, yeah, right, yep, Sigma Healthcare. Why have you heard of your healthcare?

Just because of that frat boy thing? But also I did google it because I was like, what's.

Just because of that frat boy thing? But also I did google it because I was like, what's.

Going on here? So it's they've just merged with Chemists Warehouse, I believe. So, yes, Sigma, I've been googling and like complete side note. Did you see the house in Byron that the owner of Chemist Warehouse bought?

Going on here? So it's they've just merged with Chemists Warehouse, I believe. So, yes, Sigma, I've been googling and like complete side note. Did you see the house in Byron that the owner of Chemist Warehouse bought?

Oh?

Oh?

I didn't see it. I didn't. It went well for you?

I didn't see it. I didn't. It went well for you?

Can you can? Oh?

Can you can? Oh?

I was link it to you after. It's big it was worth I can't even remember, like twenty three, twenty four million dollars ridiculous Anyway, Yes, you're right, they did just merge with Chemist Warehouse, which was really big, and that's actually exactly why their share prices through the roof. In fact, it's up more than one hundred and forty percent this year.

I was link it to you after. It's big it was worth I can't even remember, like twenty three, twenty four million dollars ridiculous Anyway, Yes, you're right, they did just merge with Chemist Warehouse, which was really big, and that's actually exactly why their share prices through the roof. In fact, it's up more than one hundred and forty percent this year.

Oh that's good.

Oh that's good.

So clearly the people love the facts that Hemists Warehouse is now part of it. And I guess here's what's happened. Sigma Healthcare and Chemist Warehouse merged, so they didn't just buy like Sigma didn't buy Chemist Warehouse. They've like become one company, if that makes sense, which is a little bit different in early twenty twenty five, making them what I would call, I don't know, a pharmaceutical powerhouse. Ohsuse it is. But like, how much do you love Chemists Warehouse? I actually really love it. I love Kemy's ware House. It's like girl Bunnings. Yes, Like you know how boys go to Bunnings and they just like walk.

So clearly the people love the facts that Hemists Warehouse is now part of it. And I guess here's what's happened. Sigma Healthcare and Chemist Warehouse merged, so they didn't just buy like Sigma didn't buy Chemist Warehouse. They've like become one company, if that makes sense, which is a little bit different in early twenty twenty five, making them what I would call, I don't know, a pharmaceutical powerhouse. Ohsuse it is. But like, how much do you love Chemists Warehouse? I actually really love it. I love Kemy's ware House. It's like girl Bunnings. Yes, Like you know how boys go to Bunnings and they just like walk.

Around look at stuff. The guys on the gays, Yeah, the.

Around look at stuff. The guys on the gays, Yeah, the.

Guys, the girls, yep, the girls in the gays, We're all going to Chemists Warehouse. Like we walk around. If I've got a script, I'm like, they're like, do you want to wait in store? Yes, babe, I want to wait in store. I've got to go look at the stuff.

Guys, the girls, yep, the girls in the gays, We're all going to Chemists Warehouse. Like we walk around. If I've got a script, I'm like, they're like, do you want to wait in store? Yes, babe, I want to wait in store. I've got to go look at the stuff.

Thank you, Like, can you take us as long as you can?

Thank you, Like, can you take us as long as you can?

Yeah? I'm always like how long will this take? And it's not because I'm impatient, It's because I want to know what time limit I have to walk around Chemists Warehouse totally baby silly, give me my script, but like at least ten minutes as well police. So now they really own a very large part of the pharmaceutical retail network. And I think that if anyone said name a chemist, immediately you don't go am coow. I feel like in the nineties you said am Cow. Yeah. Sure they are an Amcal as well, but they also own Chemist ware House. I think all of us go there anyway, love a cheap script. But we're talking. They now have more than one thousand pharmacy stores, including Chemists Warehouse. I told you before. They also own Amcow and discount drug stores and Guardian Pharmacies.

Yeah? I'm always like how long will this take? And it's not because I'm impatient, It's because I want to know what time limit I have to walk around Chemists Warehouse totally baby silly, give me my script, but like at least ten minutes as well police. So now they really own a very large part of the pharmaceutical retail network. And I think that if anyone said name a chemist, immediately you don't go am coow. I feel like in the nineties you said am Cow. Yeah. Sure they are an Amcal as well, but they also own Chemist ware House. I think all of us go there anyway, love a cheap script. But we're talking. They now have more than one thousand pharmacy stores, including Chemists Warehouse. I told you before. They also own Amcow and discount drug stores and Guardian Pharmacies.

They sound American, The discount drug store sounds Americans.

They sound American, The discount drug store sounds Americans.

I think there's one in Rosebud. Have you seen it? Really it's painted the same color as Chemist Warehouse. And I'm always confused here and I'm not gonna lie. I'm always disappointed because it's not Chemist Warehouse.

I think there's one in Rosebud. Have you seen it? Really it's painted the same color as Chemist Warehouse. And I'm always confused here and I'm not gonna lie. I'm always disappointed because it's not Chemist Warehouse.

They always get you like that they're painted that same color.

They always get you like that they're painted that same color.

And they also have sixteen very large distribution centers around Australia which manage logistics and like delivery of medications and health products. And the merger is actually ex so they've obviously done their maths. Is actually expected to generate around sixty million dollars in cost savings a year just from streamlining everything. Great. So by these companies coming together, both businesses are saving money because they both have facilities and resources that they can use together. That's like, you know, if you and I, I know you are very into pottery. Beck by the way, guys has just launched her online you have. You're so sweet, you just can't Is it handmade by Beck? It's designed by designed by Everything is handmade free hand everything. Yeah, anyway, you can go check that out. Thank you Beck. It's like if I owned a kiln and you and I k went into business together, it just becomes cheaper for everybody. It's like a long distance relationship, Like you're spending so much money going together, so we have to pay one rent, one rent, one rent, duel income, no more flights back and forth. We're gonna become Dinks. Yes, so exactly. So when you actually own the supply chain and then you also own the shop, you can actually squeeze through more margin, move faster, and create a better customer experience, which is great, but you also become big dogs and you have a lot of money. Plus. Chemist Warehouse I would say, you and I both love it, but so does everybody, right, I would say it is one of the most recognized retail brands in the country, and they move a massive amount of product because have you ever gone in and just bought what you meant to buy? Never? But also the other thing too, did you know that Chemists ware House sell literally everything they're from birth to homo. That's fantastic. I coup believe. I found some like Dexter scales, you know, those like ones that I was like, there's no way Chemist ware House is gonna have this.

And they also have sixteen very large distribution centers around Australia which manage logistics and like delivery of medications and health products. And the merger is actually ex so they've obviously done their maths. Is actually expected to generate around sixty million dollars in cost savings a year just from streamlining everything. Great. So by these companies coming together, both businesses are saving money because they both have facilities and resources that they can use together. That's like, you know, if you and I, I know you are very into pottery. Beck by the way, guys has just launched her online you have. You're so sweet, you just can't Is it handmade by Beck? It's designed by designed by Everything is handmade free hand everything. Yeah, anyway, you can go check that out. Thank you Beck. It's like if I owned a kiln and you and I k went into business together, it just becomes cheaper for everybody. It's like a long distance relationship, Like you're spending so much money going together, so we have to pay one rent, one rent, one rent, duel income, no more flights back and forth. We're gonna become Dinks. Yes, so exactly. So when you actually own the supply chain and then you also own the shop, you can actually squeeze through more margin, move faster, and create a better customer experience, which is great, but you also become big dogs and you have a lot of money. Plus. Chemist Warehouse I would say, you and I both love it, but so does everybody, right, I would say it is one of the most recognized retail brands in the country, and they move a massive amount of product because have you ever gone in and just bought what you meant to buy? Never? But also the other thing too, did you know that Chemists ware House sell literally everything they're from birth to homo. That's fantastic. I coup believe. I found some like Dexter scales, you know, those like ones that I was like, there's no way Chemist ware House is gonna have this.

They they do, they do.

They they do, they do.

They also sell a really good Aprincot delights in their like health food, sect crazy crazy makeup, got you foot yet, Got You and everything. The other cool thing about Chemist Warehouse is that it's one of those companies that it doesn't matter what's happening in the economy. Beck Yeah, people are going to still shop there, so true, like it's not it's it's not a luxury to go to the chemist. And yes, you might stop picking up as many things, but that company is always going to have people coming in their doors because it's an essential service. Yeah, and that's I think for us at the moment, really important to consider when making investment decisions, like is this a luxury? Is it a la boo boo? Yeah, because like what's happening with the pop mart share market at the moment, Like anyway, I've just got lots of questions about that.

They also sell a really good Aprincot delights in their like health food, sect crazy crazy makeup, got you foot yet, Got You and everything. The other cool thing about Chemist Warehouse is that it's one of those companies that it doesn't matter what's happening in the economy. Beck Yeah, people are going to still shop there, so true, like it's not it's it's not a luxury to go to the chemist. And yes, you might stop picking up as many things, but that company is always going to have people coming in their doors because it's an essential service. Yeah, and that's I think for us at the moment, really important to consider when making investment decisions, like is this a luxury? Is it a la boo boo? Yeah, because like what's happening with the pop mart share market at the moment, Like anyway, I've just got lots of questions about that.

Yeah, fair enough.

Yeah, fair enough.

And also I don't know if other people are thinking this way, because I feel like we see chemist Warehouses everywhere, but they're not everywhere yet, Like they feel like they're everywhere, but Chemists Warehouse still has so many growth opportunities in Australia, and they're also moving into international markets, so they're moving into like New Zealand, Ireland, China and get this do you buy oh hor random? I think I'm most surprised about China. Yeah yeah, ah, yeah, true, I'm just like oh okay. Yeah. Also, they're just so like there's no consistency here, so funny they're like New Zealand. Oh, actually Ireland too and Dubai. Yeah, because there's no consistency. Okay, Queens, I'm sure you have a good plan, but also not to bring the mood down. There are a few things that I would watch out for with this. The merger still needs to be integrated properly, and that stuff is always a bit messy, like when you're bringing companies together and then all of a sudden there's two HR teams. It's Battle of the HR teams, and then one team ultimately gets made redundant, you know, like it's not yet fun and there's just a lot of mess There's a lot of programs. They might be using one software in one company and another and another, and it just that just feels messy. But that happens in any merger. Yeah. And then the competition watchdog, the A Triple C, did raise concerns that they're watching closely to make sure that the merged business doesn't push out smaller players or cut off rivals.

And also I don't know if other people are thinking this way, because I feel like we see chemist Warehouses everywhere, but they're not everywhere yet, Like they feel like they're everywhere, but Chemists Warehouse still has so many growth opportunities in Australia, and they're also moving into international markets, so they're moving into like New Zealand, Ireland, China and get this do you buy oh hor random? I think I'm most surprised about China. Yeah yeah, ah, yeah, true, I'm just like oh okay. Yeah. Also, they're just so like there's no consistency here, so funny they're like New Zealand. Oh, actually Ireland too and Dubai. Yeah, because there's no consistency. Okay, Queens, I'm sure you have a good plan, but also not to bring the mood down. There are a few things that I would watch out for with this. The merger still needs to be integrated properly, and that stuff is always a bit messy, like when you're bringing companies together and then all of a sudden there's two HR teams. It's Battle of the HR teams, and then one team ultimately gets made redundant, you know, like it's not yet fun and there's just a lot of mess There's a lot of programs. They might be using one software in one company and another and another, and it just that just feels messy. But that happens in any merger. Yeah. And then the competition watchdog, the A Triple C, did raise concerns that they're watching closely to make sure that the merged business doesn't push out smaller players or cut off rivals.

That's the cutest thing I've ever heard, what the.

That's the cutest thing I've ever heard, what the.

AH Triple C is like, don't be mean to the Lakota. Well, it does happen, and the Atriple seat is in charge of making sure stuff like that doesn't happen, because if you if you create such a big organization that it swallows everything else, is that fair competition?

AH Triple C is like, don't be mean to the Lakota. Well, it does happen, and the Atriple seat is in charge of making sure stuff like that doesn't happen, because if you if you create such a big organization that it swallows everything else, is that fair competition?

No?

No?

Also, I don't know if you know this, but a lot of the chemist warehouses are franchises, so like people will go to chemist warehouse and be like, Yo, I'm a pharmacist. I would love to pay you so that I can open my own chemist warehouse, get access to you distribution centers and all your products. I'll sell it. I'll be the one. You know when you walk into the chemist and there's like the pharmacist's name on the door. Oh, they're the owner of the pharmacy.

Also, I don't know if you know this, but a lot of the chemist warehouses are franchises, so like people will go to chemist warehouse and be like, Yo, I'm a pharmacist. I would love to pay you so that I can open my own chemist warehouse, get access to you distribution centers and all your products. I'll sell it. I'll be the one. You know when you walk into the chemist and there's like the pharmacist's name on the door. Oh, they're the owner of the pharmacy.

Understood.

Understood.

And we don't actually know how happy the franchisees are going to stay and how that will work over the long term, Like is that going to be really smooth for them? Are they going to be really happy being like a franchisee of such a big organization?

And we don't actually know how happy the franchisees are going to stay and how that will work over the long term, Like is that going to be really smooth for them? Are they going to be really happy being like a franchisee of such a big organization?

Like did they?

Like did they?

There's just lots of questions, you know, like you've got franchisees to look after as well. Okay, okay, So but also like if it were, it's going to be pretty big. Yeah, seriously, which is why there are up one hundred and forty percent because I think most of us are looking at it being like, yeah, there's a few red flags, like there are a few watch outs, but overall, I think it's going to work. Well, oh my god, this sounds.

There's just lots of questions, you know, like you've got franchisees to look after as well. Okay, okay, So but also like if it were, it's going to be pretty big. Yeah, seriously, which is why there are up one hundred and forty percent because I think most of us are looking at it being like, yeah, there's a few red flags, like there are a few watch outs, but overall, I think it's going to work. Well, oh my god, this sounds.

Like I mean obviously not giving advice, but ethically I feel okay about this one.

Like I mean obviously not giving advice, but ethically I feel okay about this one.

I'm going to I'm probably gonna everybody wants their medications to be cheaper. Totally, It's nice, exactly.

I'm going to I'm probably gonna everybody wants their medications to be cheaper. Totally, It's nice, exactly.

Okay, so we've covered some big names already. I don't know you've got more of asleep.

Okay, so we've covered some big names already. I don't know you've got more of asleep.

It's not a feeling. That's because you've seen my notes and they're all outlighted. I really do. And after the break week and I have a look at two more top performers on the AX this year. One is cashing in on your online shopping habits smart, and the other is quietly becoming a must have for fossie families. So guys, stick around.

It's not a feeling. That's because you've seen my notes and they're all outlighted. I really do. And after the break week and I have a look at two more top performers on the AX this year. One is cashing in on your online shopping habits smart, and the other is quietly becoming a must have for fossie families. So guys, stick around.

Welcome back. Everyone has always v D left us on a cliffhanger.

Welcome back. Everyone has always v D left us on a cliffhanger.

I don't know if it was a cliff I need to be better at the hook. I need to be creating, like you, guys need to stick around. It's going to change your life. No, because they would be when a million dollars would be a would be really ridiculously rich, would have American accents, would be guys, we wearing baseball caps.

I don't know if it was a cliff I need to be better at the hook. I need to be creating, like you, guys need to stick around. It's going to change your life. No, because they would be when a million dollars would be a would be really ridiculously rich, would have American accents, would be guys, we wearing baseball caps.

We need that kind of like.

We need that kind of like.

But we're just chill.

But we're just chill.

We're just like, hey, this is actually what's coming up.

We're just like, hey, this is actually what's coming up.

We're trying. And I mean, before the break, you and I had a bit of a deep dive into the top three performers based on share price increase, so one of two of them were one hundred and fifty percent increase and one of them was one hundred and forty percent increase. But now I've picked up a couple further down the list, so they don't look as dramatic, but I think they are absolutely worth having a deep dive into the Yeah, okay, I did have just a quick glance, and I'm shocked to my very core that Temple and Webster it's made.

We're trying. And I mean, before the break, you and I had a bit of a deep dive into the top three performers based on share price increase, so one of two of them were one hundred and fifty percent increase and one of them was one hundred and forty percent increase. But now I've picked up a couple further down the list, so they don't look as dramatic, but I think they are absolutely worth having a deep dive into the Yeah, okay, I did have just a quick glance, and I'm shocked to my very core that Temple and Webster it's made.

My list because I just thought they were a scam company.

My list because I just thought they were a scam company.

Sorry you been a scam company.

Sorry you been a scam company.

I just ever bought from that.

I just ever bought from that.

I thought like I thought they were because they were just so affordable. Yeah, yeah, and like that's why we're liking it. Oh, Cozy Lives. I think we all want cheaper furniture. Yeah, like the stories checking out. Yes, I've actually ordered from them before. Then my girlfriend actually got bar stools the other day and I was like, oh, where are these from? They look so like I thought they were like Coca Republic or something expensive, and she's like a one hundred and fifty bucks or something each on Temple and Webster. Temple and Webster, temp Webster anyway, So Temple and Webster is actually not a scam. It is actually Australia's biggest online based homewares brand that is so good to know and for those of you who maybe haven't seen it. They sell barstools to my friend. They've also sold artwork to me. I've bought artwork from my house before. But they also sell things like couches and rugs and even baby cots and furniture like you name it. If it's a piece of furniture in your house, you can probably buy it on Temple and Webster and the most gorgeous cool covers. I always just avoid it, but I'm like, the only things I like are on this legit and it's made my list because over the last twelve months they've seen their share price increase by more than one hundred percent. And get this, if we like zoom Out a little bit more, because like, as we all know, I love zoom Out. Over the last five years, they've increased by more than two hundred and forty percent.

I thought like I thought they were because they were just so affordable. Yeah, yeah, and like that's why we're liking it. Oh, Cozy Lives. I think we all want cheaper furniture. Yeah, like the stories checking out. Yes, I've actually ordered from them before. Then my girlfriend actually got bar stools the other day and I was like, oh, where are these from? They look so like I thought they were like Coca Republic or something expensive, and she's like a one hundred and fifty bucks or something each on Temple and Webster. Temple and Webster, temp Webster anyway, So Temple and Webster is actually not a scam. It is actually Australia's biggest online based homewares brand that is so good to know and for those of you who maybe haven't seen it. They sell barstools to my friend. They've also sold artwork to me. I've bought artwork from my house before. But they also sell things like couches and rugs and even baby cots and furniture like you name it. If it's a piece of furniture in your house, you can probably buy it on Temple and Webster and the most gorgeous cool covers. I always just avoid it, but I'm like, the only things I like are on this legit and it's made my list because over the last twelve months they've seen their share price increase by more than one hundred percent. And get this, if we like zoom Out a little bit more, because like, as we all know, I love zoom Out. Over the last five years, they've increased by more than two hundred and forty percent.

Ooh okay, I'm jumping on that one.

Ooh okay, I'm jumping on that one.

So they're doing well and contrary to popular beck belief like they're legit, they're really And I guess what's been working for them so far is they've been riding this wave of like online shopping growth smart So like I feel like more and more of us. Yes, online shopping has been around forever, not forever, but you know what I mean, more than long enough. But I feel like, especially with cost of living pressures, we're all kind of turning to like checking the price twice, making a list, going online, like cross checking things, seeing if we can get a dupe, seeing if we can get something cheaper somewhere, Like we're all being a little bit savvier. And I actually, and this is not me talking about Amazon, but I did some work with Amazon in what early June, and they had a whole heap of research that said sixty percent of people are now going and like putting things on their list, but also spending more than four weeks researching that eye and before purchasing sixty percent of people like historically we're less impulsive. Yeah, so this is working for Temple and Webster.

So they're doing well and contrary to popular beck belief like they're legit, they're really And I guess what's been working for them so far is they've been riding this wave of like online shopping growth smart So like I feel like more and more of us. Yes, online shopping has been around forever, not forever, but you know what I mean, more than long enough. But I feel like, especially with cost of living pressures, we're all kind of turning to like checking the price twice, making a list, going online, like cross checking things, seeing if we can get a dupe, seeing if we can get something cheaper somewhere, Like we're all being a little bit savvier. And I actually, and this is not me talking about Amazon, but I did some work with Amazon in what early June, and they had a whole heap of research that said sixty percent of people are now going and like putting things on their list, but also spending more than four weeks researching that eye and before purchasing sixty percent of people like historically we're less impulsive. Yeah, so this is working for Temple and Webster.

We that's you.

We that's you.

You caught us like I'm crazy, though, I'm crazy, and they're like, I love a bit of research. And their market share is up to two point nine percent, and they've called this a quote once in a generation shift from offline to online furniture purchasing, because I don't think like even ten years ago, would you have purchased a couch on the internet. Maybe nah, Yeah, but now that's exactly where we're turning. And they have some serious ambition as well, so they've publicly said that they want to be the biggest furniture on homewares retailer in Australia, not just online, just in general. They're like, no, we're going to be the biggest of big dogs. And their business model, when you dive into it, it's actually really lean as well, like most of what they sell is actually drop shipped straight from suppliers kind of genius, which means they don't hold stock or even pay warehouses. Like there's no big Temple and Webster ware house. They just take the order, they process it, they collect their cut, and then they tell the producer of that item to send it to Beck where they which is kind of cool. That being really cool. Less overheads, more flexibility, and fewer inventory risks, so like they don't have big warehouses that they have to ensure, they don't have factories full of fork clifts, they don't have to have all of the people. They get the other people to do it. Yeah. Clever, and they're also smart. They have their own label as well, so they make their own products, so they're kind of designed and branded in house. And now they are making up a very growing chunk of their revenue. And that's important because when you have your own brand, it means that you make more money. Better margins means better profit. Oh my god, that's so good. I feel really bad now. Sorry Template, I didn't I haven't bought from them ever. It's like, if it's all y I have, you can call them later and apologize. I think I will. And Beck also it's twenty twenty five. Yeah, they've gone all in on AI, which lots of people have, but it's working for them, which it's already seen save heaps of money and also improve their margins. Get this, more than sixty percent of their customer service is now handed by technology. Okay, okay, customer care costs set down by more than fifty percent, shipping price accuracy is up, and revenue per site visit has increased, so more people visiting their website are spending more money with them. That's good money win for them. Plus, they've just launched a new category called like built, which sells DIY gear. They now sell like tiles and tap wear, so they're not just furniture anymore. They're just taking over and I reckon they're trying to just like take on the whole reno journey and be like we'll sell anything to you. Hey, why not turn out of ten? Why stop it furniture when exactly, especially if it's drop shipping. I'm like, that's you know, you don't have to worry about like having so many things in your warehouse, Like, oh, we don't, we don't know. They don't even do it. They're just like, oh, we'll call back up when we sell one of her things and she can send it to them. That is so cooler, very interesting. Hey, so is TEMpl and Webster like the funny. I mean, it could be not quite, but they are trying. They're really trying to get a slice of the same pie, especially with I guess people moving more of their online spending online. A little bit of a caveat though, the stock has more than doubled, but it's not cheap oka. It's trading at a high price to earnings ratio, which means investors are pricing it as though it's going to have a lot of future growth. So when you look at it, you go, okay, cool, Like, tell me about this share price. They haven't got the revenue to prove it, but I think a lot of people are like, oh, Temple and Webster is going to take off, and they really believe in it, so that's why they're purchasing it. So if that growth even slows slightly and they don't have the sales to be consistently backing themselves in the way that they have, this share price could actually drop and take a hit. And if you're buying now, I would say, sorry, Temple and Webster, but people are probably paying a premium for your share price. Like I don't know if I can say this but I personally wouldn't be purchasing it at this price. I think it's a little bit overpriced, and I think you're paying a premium for the share and it might take off and you might be absolutely rewarded for that, But for me right now, that's probably you know, when you do a price to earnings ratio, I'm like, that's not making that much sense. That's so smart. VDS. Something I know about you is that you don't act out of urgency. Sometimes I do when I really need a hash brown.