AGM Watch

AGM Watch 2022 - Season Wrap-Up with Mike Robey and Lewis Gomes

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Episode notes

Each year the Australian Shareholders' Association monitors the performance of most of Australia’s top 200 companies - protecting the rights of retail shareholders with a dedicated team of volunteer company monitors.


In this episode we're joined by Mike Robey, Company Monitoring Committee Chair for Victoria, and Lewis Gomes, the NSW Company Monitoring Chair.


We spoke about:

  • The Telstra AGM and the challenges it faces
  • The shape of the Telstra restructure and the role of holding companies
  • Vicky Brady’s appointment as CEO
  • How the holding company structure is being implemented at ANZ.
  • BHP & RIO have been star performers despite their attempts to divest out of fossil fuels.
  • SEEK and voting against the remuneration report.
  • SEEK's investment arm and how is this affecting operations?
  • Why Goodman Group a successful company with an outrageous remuneration report
  • CBA - Great results and excellent internal culture/leadership but poor management of its AGM
  • Origin Energy - a tale of two companies
  • The struggles of Lend Lease





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