Portfolio Update

Reporting Season – Atlas Arteria

Atlas Arteria (ALX) This morning, the Transurban of Eastern France, Atlas Arteria, released their full-year 2023 results. Similar to Transurban, given the regular traffic and revenue updates, there were few surprises, and the result showed the resilience of ALX's business. The [...]

2024-03-04T14:39:05+11:00February 29, 2024|

Reporting Season – Woodside Energy Group

This morning, Woodside (WDS) reported their full-year 2023 results, which came in with few surprises with the company providing production guidance in January and mercifully walking away from merger discussions with Santos, which would have seen Woodside shareholders funding Santos’ inferior growth [...]

2024-02-28T09:54:07+11:00February 27, 2024|
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