NewsBite

Simon Evans

Yesterday

Fairfax Media

Billionaire Geminder mulls asset sales at struggling Pro-Pac business

Flagstaff Partners is part-way through a strategic review at ASX-listed Pro-Pac Packaging, which has shed $300m in market value.

This Month

Luke Trouchet (left) and his brother Karl Trouchet (right) have joined forces with private equity group BGH Capital to make a buyout bid for Tourism Holdings Ltd. THL merged with Apollo Tourism in 2022. Apollo was founded by the Trouchet family in Brisbane.

Queensland brothers join private equity bid for campervan group THL

Private equity group BGH Capital and the Trouchet family have teamed up to lob a $471m bid for ailing campervan operator Tourism Holdings.

Tesla vehicles at the Port of Melbourne in March.

Car dealers face $2b hit from tougher fuel efficiency standards

The surging popularity of hybrid cars is a dilemma for manufacturers and dealers as they grapple with the government’s stricter fuel standards regime.

A cow at Van Diemen’s Land Company’s Woolnorth. The company, and Bellamy’s, were both acquired by Chinese interests a decade ago.

China Mengniu Dairy sheds $1b on Bellamy’s, reassures lenders

The Chinese dairy giant acquired the local infant formula business off the ASX for $1.5 billion in 2019. It has since wiped most of its value amid big losses.

New chief operating officer of BYD Australia Stephen Collins.

Plug-in ute a game changer for BYD in Australia, says top exec

The new chief operating officer in Australia for the fast-growing Chinese brand says having the BYD Shark ute in the line-up has given extra credibility.

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But the star power of food writer and television presenter Maggie Beer, who is also a director of the company, has not translated into solid investment returns.

Cordial maker Bickfords lifts stake in struggling Maggie Beer Holdings

The Kotses family, which owns the cordials brand and the Beenleigh Rum and Beresford Estate liquor businesses, has been building its stake in the food producer.

The wine industry is stepping up its efforts to grow the mid-to-low alcohol segment in response to a global decline in wine consumption.

Winemakers race to find a low-alcohol wine that passes taste test

Penfolds owner Treasury Wine Estates has spent $15m on new technology and a brand called Sorbet as wine tries to catch up with beer.

Scott Wharton, CEO of ASX-listed car leasing group Smartgroup.

From stopping thieves in the GFC to running a $1b company, via The Star

Scott Wharton had an uneasy stint as CEO of The Star Sydney, but it was nothing compared with trying to stop office break-ins during the Lehman Bros collapse.

The Whyalla steelworks was forced into administration in February.

SA rules out taking equity stake in Whyalla steelworks

Treasurer Stephen Mullighan has made a $384 million provision in the budget because the sale process for the business is taking longer than expected.

Kalpi Prasad, who founded Renown Lending in 2023, is upfront with potential clients in non-bank lending, telling them straight away he spent almost two years in prison for fraud almost a decade ago.

Meet the ex-con behind this $400m private credit business

Kalpi Prasad is riding Australia’s private credit wave, drawing on a troubled past to serve clients who don’t fit neatly into traditional financing.

SA Treasury Stephen Mullighan

South Australian budget winners and losers

Whyalla residents and aspiring police officers are winners in the South Australian budget, but inflation is forecast to rise.

Chinese car maker Chery had a record sales month in Australia in May. The Tiggo model is one of its main sellers. Chief operating officer for Chery Australia, Lucas Harris, says local motorists are not overly fussed about where vehicles are made.

The company behind this $24,000 SUV just had its best month

Chinese carmakers accounted for four of the top-selling 15 brands in Australia in May, as more people become less worried about where their vehicles are built.

Peter Piliouras is the CEO of Star Pharmacy Group which has 70 stores nationally. He wants to double its size  in five years to become a truly national player.

Pharmacy chain ‘underdog’ takes the fight to Chemist Warehouse

Peter Piliouras helped the billionaire Shahin family build On The Run, sold to Viva for $1.15b. He is now driving pharmacy expansion at Star Discount Chemist.

Wine market woes inflict more pain at Treasury, Vinarchy

Australia’s two largest wine groups are being forced to make some tough decisions to counter a global decline in consumption.

Australia has a big backlog of new home construction and large companies supplying bricks, tiles, cement and plasterboard have been able to pass on price rises. But investors wanting a slice of the action face diminishing choices after a string of takeovers and deals.

Brickworks merger drains ASX of last local building materials giant

Founded in 1934, the company joined the sharemarket in 1962 and is one of the last left after the buyouts of Boral, CSR and Adbri in the last year.

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A finishing mill operator at BlueScope’s North Star steel mill in Ohio.

This Australian firm is set to win from Trump’s steel call

The US tariffs come amid a global oversupply of steel, with the OECD warning capacity will expand by 7 per cent by 2027, much of it in China.

May

James Hardie chairwoman Anne Lloyd and chief executive Aaron Erter. The company has copped a barrage of criticism for overpaying for Azek and not giving it own shareholders a vote in the biggest ever buyout it has undertaken.

James Hardie’s merger to deliver Azek CEO $30m

Azek shareholders in the US will vote on June 27 on the controversial $14b deal, with Azek boss Jesse Singh in line for a hefty payout.

Katrina Rathie says her time as a corporate lawyer provided important skills when she headed into the Bubs boardroom.

‘I didn’t want to be a lawyer for my whole life’: Bubs chair Rathie

Katrina Rathie – a Chair of the Year in the inaugural Financial Review BOSS Director Awards – says being on a board is becoming more onerous and complex.

Grape grower Bruno Brombal estimates 15 per cent of vineyards in the Riverina region may have been pulled up.

Bulldozers in the vineyards a poor omen for struggling winemakers

Bruno Brombal has seen plenty over his decades as a Riverina grape grower. But amid a never-ending wine glut, he says the best business to be in is excavation.

Victorian barley grower Andrew Weidemann says the ACCC has pinpointed the serious issues facing farmers who would have diminishing choices if the Elders buyout of Delta Ag went through.

Elders will need to sell stores to secure $475m Delta Ag buyout

The competition regulator has concerns about a tie-up of the No.2 and No.3 players in farm supplies, saying farmers could face higher prices and less choice.

Original URL: https://www.afr.com/by/simon-evans-j7gbc