James Thompson
speaker
6,026 appearances
19 recordings
2 series
first heard Apr 2026
last heard 4d ago
James Thompson’s voice in public audio — every appearance, attributed to the second.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 19 in all, peaking in Jul 2026 with 5.
Appearances
Anthony, like me, you've spent the week on the phone to CEOs.
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Why do you think this is?
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And do you think we're in a bit of a pause here, or are we really in a rut?
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It's there.
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Can I throw another one in, Anthony?
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Go for it.
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Now, for a lot of the big miners, they're chasing copper at the moment.
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And a lot of that copper is overseas.
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So the investment options for these guys are mainly in places like Argentina and Chile and far-off places like that.
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It's not like the last 30 years when for BHP and Rio, a lot of their best investment opportunities were in Australia.
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So there's a bit of a shift.
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there too from a a geographic point of view.
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Anthony, you've written a bit about dividends this week.
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Those companies that are beating dividend expectations, so that's paying out more of their profits to their investors, are getting handsomely rewarded.
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How does this fit into the reinvestment in Australia story or or the lack thereof?
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Well, there's an opportunity for a win-win outcome for Victoria.
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If she can find the winners in those small and micro cap companies, she's going to make some serious coin because they are undervalued.
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Victoria's absolutely right.
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The super funds, partly because of their size, I mean, it it's hard for a big super fund to get a big stake of a very small company.
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The numbers just don't work.
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Showing 1881–1900 of 6,026 · page 95 of 302
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