Chanticleer

What we learnt: The ASX giant that can’t excite investors

CSL consistency isn’t winning over investors, Stokes on the new dump truck dance, and Macquarie’s return on equity puzzler.

Feb 11, 2025 – 3.33pm

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The big result | You couldn’t wipe the smile off CSL boss Paul McKenzie’s face on Tuesday morning. Born and bred in Philadelphia, McKenzie is a lifelong fan of the Philadelphia Eagles, who won the Superbowl on Monday. “I bleed green,” McKenzie said, declaring Australian player Jordan Mailata to be his new favourite.

Sadly, his investors were not seeing green as McKenzie delivered a December-half profit on Tuesday that came in just below the market’s expectations.

James Thomson is senior Chanticleer columnist based in Melbourne. He was the Companies editor and editor of BRW Magazine.

Anthony Macdonald is a Chanticleer columnist. He is a former Street Talk co-editor and has 10 years' experience as a business journalist and worked at PwC, auditing and advising financial services companies.