Chanticleer Speed dating with ASX giants, Nvidia bubble trouble & DroneShield falls to earth
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Nov 21, 2025 This week, the hosts dive into Nvidia's staggering profits and the implications of the AI boom. They explore DroneShield's dramatic fall post-surge and analyze CEO strategies pitching Australia to investors in Singapore. With insights on bank competition, the risks posed by China's economic shifts, and the links between corporate profits and super fund returns, the conversation's rich tapestry highlights the delicate dance between innovation and systemic risks in the financial landscape.
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DroneShield’s CEO Sell‑Off Shocks Retail Investors
- DroneShield surged nearly tenfold then plunged ~70% after executives sold all their shares following performance-rights vesting.
- Anthony Macdonald and James Thomson highlight retail investors felt betrayed by the lack of explanation from CEO Oleg Vornik.
Super Funds Balance Bank Leverage
- APRA's stress test found Australia's banks and unlevered super funds balance systemic risk rather than amplify it.
- The main vulnerability flagged was a hot housing market with large loans and investor lending growth.
Singapore CEO Speed‑Dating For Investors
- Anthony Macdonald attended Morgan Stanley's investor meetings in Singapore held across hotel rooms with CEOs doing repeated half‑hour pitch sessions.
- He described the logistics, investor mix and the 'speed dating' format used to connect companies and investors.