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BHP Chief Financial Officer Vandita Pant joins Peter Switzer after the Big Australian's bumper result, alongside TenCap's Jun Bei Liu and Medallion Financial's Michael Wayne with their reporting season verdicts.
\- Copper now makes up more than half of BHP's earnings. CFO Vandita Pant on whether the run can continue, the $4.5 billion byproducts story, and the timeline for Copper South Australia
\- Jun Bei Liu names the gem of reporting season, the turnaround she's buying more of, and the gold miner she'd sell. Which ones?
\- Michael Wayne on the ASX's pure AI infrastructure play, a fallen IPO he thinks could be the next Pro Medicus, and the tech stocks shooting the lights out
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The Switzer Show airs live each Monday at 7pm AEST on switzer.com.au/tv, plus stream on Spotify and Apple Podcasts.
