Firmus’ IPO Fallout with Guest John Stensholt, Maas Smashed, Swipejobs’ $2bn IPO and Melbourne Marathon Chaos
The Contrarians with Adam and AdirShow Notes
Adam and Adir unpack the fallout from Melbourne Marathon weekend, the surprising decline in alcohol consumption and the latest consequences of Australia’s surcharge changes, before John Stensholt joins the show to break down the spectacular collapse of Firmus’ planned ASX float.
They dig into what went wrong with the $44 billion IPO, what it means for Oliver Curtis and MAAS Group, and where the data-centre story goes from here, before turning to Katrina Leslie’s remarkable Swipejobs story and its potential multi-billion-dollar listing.
01:34 - Melbourne Marathon Chaos
12:48 - Retail, Furniture and Property
15:40 - Is Australia Giving Up Alcohol?
19:52 - The Surcharge Ban and The ATO Backflip
25:40 - Australia’s Public Sector Productivity Problem
34:03 - John Stensholt On The Firmus IPO Collapse
59:30 - MAAS Group’s Firmus Fallout
1:05:24 - Swipejobs’ $2bn IPO Story
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