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James Thompson

👤 Speaker
623 total appearances

Appearances Over Time

Podcast Appearances

Chanticleer
Mining’s next boom, the wine sectors big hangover & rich list winners

And I think that's been a pretty successful strategy.

Chanticleer
Mining’s next boom, the wine sectors big hangover & rich list winners

Very similar to what the CEOs, multiple CEOs of JB Hi-5 said.

Chanticleer
Mining’s next boom, the wine sectors big hangover & rich list winners

When you think about buying a phone, watch, kettle, TV...

Chanticleer
Mining’s next boom, the wine sectors big hangover & rich list winners

We want the first place you think of to be JB Hi-Fi.

Chanticleer
Mining’s next boom, the wine sectors big hangover & rich list winners

That's all we want.

Chanticleer
Mining’s next boom, the wine sectors big hangover & rich list winners

The rest of it will take care of itself.

Chanticleer
Mining’s next boom, the wine sectors big hangover & rich list winners

And I think that's still the central part of big box retailing.

Chanticleer
Mining’s next boom, the wine sectors big hangover & rich list winners

You think, I need to buy a shovel.

Chanticleer
Mining’s next boom, the wine sectors big hangover & rich list winners

Oh, I wonder if there's a little hardware store.

Chanticleer
Mining’s next boom, the wine sectors big hangover & rich list winners

No, your mind's straight away going to Bunnings.

Chanticleer
Mining’s next boom, the wine sectors big hangover & rich list winners

So I think the big box premise holds up pretty well.

Chanticleer
Mining’s next boom, the wine sectors big hangover & rich list winners

Jane Herdlick has promised to sell off some of these winery assets that

Chanticleer
Mining’s next boom, the wine sectors big hangover & rich list winners

Endeavour Group has collected over the years.

Chanticleer
Mining’s next boom, the wine sectors big hangover & rich list winners

I think that's smart.

Chanticleer
Mining’s next boom, the wine sectors big hangover & rich list winners

There's no need to own wineries when there's so much wine around in the world.

Chanticleer
Mining’s next boom, the wine sectors big hangover & rich list winners

You can get great deals through that wine glut.

Chanticleer
Mining’s next boom, the wine sectors big hangover & rich list winners

And she's also continuing to invest and renovate some of these pubs, which hopefully increases the patronage.

Chanticleer
Mining’s next boom, the wine sectors big hangover & rich list winners

So the strategy sounds broadly right.

Chanticleer
Mining’s next boom, the wine sectors big hangover & rich list winners

It gets back to what you said, though, Anthony.

Chanticleer
Mining’s next boom, the wine sectors big hangover & rich list winners

Can you get growth beyond population growth?