James Thomson
speaker
2,279 appearances
7 recordings
2 series
first heard Apr 2026
last heard 12 Jun
James Thomson’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 — 7 in all, peaking in May 2026 with 4.
Appearances
You know, the way that Mario tells it is retail is just very, very simple.
And I'm sure he could go over there in an instant and tell you the 59 things that Boots is doing wrong in its stores and it doesn't have the right stock in the right places and all that stuff.
And maybe it's true.
But I mean, if they really are paying US $10 billion for it, that's 14 billion Aussie.
I mean, to do that, they're going to have to raise a heap of equity here in Australia.
It'd be a really big bet for a company that in terms of listed markets, we're still just getting to know it.
That's true.
So straight away, I mean, you know, investors, analysts are like, no way, don't do it to us.
It was just funny, the reaction.
One other interesting thing, Anthony, just to bring this to a conclusion.
We've talked a lot about the merger between Chemist Warehouse and Sigma.
It was finally consummated in early 2025.
You look at the share price, it's really gone nowhere since then.
It had a big spike in the lead up to then, so that's fair enough.
But since then, I think the market's
a little bit more watchful on this Chemist Warehouse growth story, how much growth's already in the price.
So I think that's another thing that investors will be looking at and thinking about as we wait for more news on whether they're going to go boots and all in.
Okay, James, let's jump into our first big topic.
It's ground control to Major Musk.
It is go time.
Showing 101–120 of 2,279 · page 6 of 114
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