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AGM season

Yesterday

Ruslan Kogan, founder and CEO of Kogan.com.

Proxy firm tells Kogan investors to vote down exec pay

Ownership Matters told its clients to also vote against the re-election of James Spenceley following a questionable options deal earlier this year.

  • Carrie LaFrenz

This Month

Cettire specialises in shipping luxury products from Europe at significantly reduced prices to those that can be found in the brands’ own stores.

Cettire suffers from soft trade in luxury goods

CEO Dean Mintz says more of the online luxury platform’s margin has been passed on to consumers in hefty promotions.

  • Carrie LaFrenz
Goodman Group CEO Greg Goodman makes no apologies for paying based on performance.

The cycle that helps Goodman employees out-earn Macquarie by 2.3 times

Should the tide ever turn on logistics parks, data centres and Goodman Group’s incredible business, perhaps investors will wonder whether they cut it too much slack.

  • Anthony Macdonald
Platinum founder Kerr Neilson casts his ballot at the Platinum annual general meeting in Sydney on Tuesday.

Platinum founder leads shareholder protest over exec pay

Platinum’s board was hit with a dreaded second strike after founder Kerr Neilson led a shareholder revolt against the company’s remuneration report.

  • Jonathan Shapiro
Coles CEO Leah Weckert with chairman James Graham at the AGM on Tuesday.

Coles chairman says cost of living has been ‘politicised’

James Graham told the comapny’s AGM that supermarkets are being targeted unfairly by politicians.

  • Updated
  • Carrie LaFrenz
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Steve Johnson from Forager Funds is advocating for change at the top of Bigtincan.

Forager fundie seeks to spill ASX tech minnow’s board

Forager Funds’ Steve Johnson has written to Bigtincan’s shareholders urging them to deliver a second strike on executive pay and block a SPAC takeover.

  • Tess Bennett

October

New ASX chairman David Clarke, left, with Wayne Byres, who was also elected to the ASX board on Monday morning.

ASX hit with ‘first strike’ at AGM over regulatory concerns

David Clarke and Wayne Byres were elected to the ASX board with strong support, but it faced a backlash on executive bonuses as the CHESS fallout continues.

  • James Eyers
Mark Coulter CEO of Temple & Webster has tuck to full year margin guidance. 

Temple & Webster sales growth slows

The online furniture retailer is the latest to show sales momentum is slowing this half.

  • Carrie LaFrenz
Advertising executive and Qantas board member is a regular on ABC’s Gruen Transfer.

Qantas ponders a future without advertising guru Todd Sampson

Thirteen months since customer and shareholder anger was at its peak, one director remains a lightning rod for investor dissatisfaction.

  • Ayesha de Kretser
APA chairman Michael Fraser (left) and CEO Adam Watson at the AGM in Sydney on Thursday.

UniSuper won’t back up claims it sold APA on gas worries

Dissatisfaction about APA shares trading near a 10-year low added to the complaints voiced by investors at the fiery AGM, which was dominated by concerns over Beetaloo gas.

  • Angela Macdonald-Smith
Super Retail CEO Anthony Heraghty and new chairwoman Judith Swales at the Super Retail Group AGM in Brisbane.

Rebel-owner ups discounts in stores as sales slow

The retailer behind Rebel Sport has placed more product on discount, and says the outlook for the consumer remains uncertain.

  • Carrie LaFrenz
Cobram Estate co-founder Robert McGavin will prolong his stay on the company’s board.

Glass Lewis backflip prompts AGM proxy process questions

It is one thing to have a view, it is another to stand behind it. How much work goes into some of these proxy recommendations?

  • Anthony Macdonald
Nick Scali CEO Anthony Scali says has issues a profit warning due to higher than expected freight costs.

Nick Scali warns on profits as shipping costs jump five-fold

The furniture retailer says it is on track for lower earnings, largely due to higher freight costs. But investors are bullish as the number of orders rises.

  • Updated
  • Carrie LaFrenz
Cobram Estate co-founder Rob McGavin is in the sights of powerful proxy firm CGI Glass Lewis.

Cobram Estate shows AGM season proxy advice can be a slippery slope

Annual shareholder meetings often bring out the nitpickers. A push against the founder and chairman of the ASX-listed olive oil producer is a prime example.

  • Anthony Macdonald
Perpetual’s outgoing chairman Tony D’Aloisio with the company’s new chief executive Bernard Reilly at its annual meeting in Sydney.

Perpetual board fails to show the slightest contrition for failures

There have been plenty of governance fails among ASX-listed companies. But the speed and scale of wealth destruction at Perpetual ranks it among the worst.

  • Jonathan Shapiro
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Perpetual Chairman Tony D’Aloisio with Perpetual CEO Bernard Reilly.

Perpetual investors deliver massive rebuke, 88pc vote against pay plan

The investment management giant has been hit with big outflows, but had proposed paying huge bonuses to retain key staff.

  • Jonathan Shapiro
Telstra chief executive Vicki Brady was paid $5.6 million in 2023-24

Telstra investors protest against executive bonuses

Not all Telstra shareholders are happy about its executive bonuses after the telco’s annual profit was hit by hefty write-downs and restructuring costs.

  • Jenny Wiggins
Bernard Reilly is in the hotseat at Perpetual.

New Perpetual CEO vows to take knife to costs

New boss Bernard Reilly agrees with shareholders who have recommended he cut costs as the firm prepares for life as a slimmed-down asset manager.

  • Jonathan Shapiro
Former AFL chief executive Gil McLachlan is yet to unveil his strategy for Tabcorp.

Tabcorp’s silent hands reveal how activism really works

As AGM season ramps up, the behind-the-scenes discussions happening at Tabcorp are a rare example of how shareholders shape corporate Australia.

  • Anthony Macdonald
Tiwi Islanders say they will be negatively impacted by the Barossa gas project.

Westpac’s Peter King keeps his promise on Tiwi Islands consultation

The outgoing CEO had said at last year’s AGM that he would visit Indigenous leaders on country to listen to concerns about Santos’ Barossa gas project.

  • James Eyers

Original URL: https://www.afr.com/topic/agm-season-1m01