Stephen Mayne

Crikey & founder # shareholder advocate # Ex LG Cr # Money Cafe Podcaster # Crikey & Intelligent Investor contributor.

[Stephen Mayne @MayneReport]

Puzzled why Qualitas chair Andrew Fairley said he would gather the head count data on the rem report and let me know later when it was literally on the slide which was displayed. 32 in favour and 7 against. Now just do head count data in the poll results please.

[Stephen Mayne @MayneReport]

The Qualitas (QAL) AGM is about to start. Only previous engagement was this interesting 49 minute session in 2026 when they gave good considered answers to all 6 written questions submitted. Hope it's not just me again today:
https://t.co/BatoVtG9vp

[Stephen Mayne @MayneReport]

Appreciate that Melbourne-based property fund manager Qualitas (market cap $893) always runs a professional hybrid AGM with considered presentations. They've disclosed these proxy votes early with no protest votes. Will be a smooth 2pm engagement: https://t.co/HDbjH3y1XQ

[Stephen Mayne @MayneReport]

Literally a good pick up by Cricket Et Al’s Peter Lalor after today’s tour de force by Pat Cummins.

[Stephen Mayne @MayneReport]

Would love to be able to sit down and have lunch with Alistair Campbell as The AFR's Andrew Tillett just did. He's the most interesting and powerful analyst and advocate for good democratic politics anywhere: https://t.co/N8xwd7nb8H

[Stephen Mayne @MayneReport]

Was very excited when billionaire Smart Parking chair Chris Morris turned off his Zoom mute. Was he going to enter the Q&A debate? No chance. He was just getting ready to declare the meeting closed, something he clearly wanted to happen ASAP.

[Stephen Mayne @MayneReport]

After a big day of 9 AGMs, it was over to Boyd Community Centre for this 90 minute debate between the Labor, Green, One Nation and an independent candidate for the marginal state seat of Albert Park: https://t.co/D8Ehq0KyFN

[Stephen Mayne @MayneReport]

Knew nothing about Smart Parking (SPZ) when logged into their Zoom AGM today 15 minutes after kick off? Is that Computershare billionaire Chris Morris as exiting chair? Yep.

Market cap circa $300m & Morris owns about 25%. This was fun. Here's the wrap:
https://t.co/ta1LXwMw0k

[Stephen Mayne @MayneReport]

Templestowe billionaire Chris Morris was never much of a fan of answering questions at Computershare AGMs back in the day. Nothing much has changed based on this literally muted performance during this jumbled Smart Parking Q&A just now. He’s the out-going chair.

[Stephen Mayne @MayneReport]

Hilarious to see billionaire Computershare founder Chris Morris blow up this Smart Parking zoom virtual meeting after 38 minutes. Computershare runs the register, so why not use their excellent online meetings platform? The 3 questions were all badly butchered.

[Stephen Mayne @MayneReport]

SGH chair John Gillam says Stokes Senior is more bullish on the media than the SGH board, hence he recently bought an additional 3% stake in Seven Media Group personally. SGH has 20%.

[Stephen Mayne @MayneReport]

Lively debate at SGH AGM in Sydney about the big expansion plans for Melbourne’s Montrose quarry. If Melbourne is going to hit 10m by 2050, then Ryan Stokes says we need a bigger Boral.

[Stephen Mayne @MayneReport]

Opening salvo from David Kingston at SGH - new chair John Gillam says we’re over focused on conformance and under focused on performance.

[Stephen Mayne @MayneReport]

Everyone agrees that out-going SGH CFO Richard Richards is a legend. Yep, a class act.

[Stephen Mayne @MayneReport]

Speak up Ryan Stokes, can barely hear your SGH address.

[Stephen Mayne @MayneReport]

After a big day of 9 AGMs, it was over to Boyd Community Centre for this 90 minute debate between the Labor, Green, One Nation and an independent candidate for the marginal state seat of Albert Park: https://t.co/D8Ehq0KyFN

[Stephen Mayne @MayneReport]

Wrap of the action from entertaining 70 minute Servcorp (SRV) hybrid AGM in Sydney today. Market cap is $564m. Appointed David Kingston as proxy who attended in person and had some excellent exchanges. Chimed in with 2 written questions at the end: https://t.co/qjxQHdeDPg

[Stephen Mayne @MayneReport]

Loved watching Australia’s best AGM floor inquisitor David Kingston hit up cranky 80+ Servcorp Rich Lister Alf Moufarrige for revenue and profit splits from his different global operations. He point blank refused. This was fun to watch.

[Stephen Mayne @MayneReport]

How kind of out-going Servcorp chair Mark Vaile to declare “we’ll let it in” when I lobbed an opening written question 60 minutes into today’s Servcorp AGM. “How long is this going to take?” demanded cranky CEO-founder Alf.

[Stephen Mayne @MayneReport]

Who does former Deputy PM Mark Vaile think he is aggressively declaring “this is the last question” at Servcorp today? The wrangler got to it and tied him up pointing out that with two ex KPMG partners on the board, it wasn’t a good look having KPMG as auditor.