Bingo Industries: 2019 Investor Day By Nathan Lead 28 June 2019, 9:54 AM We grow cautiously more bullish on the upside from the Queensland landfill levy Read more...
AusNet Services: Taking the pedal off the metal By Nathan Lead 13 March 2019, 2:32 PM Given the compression in total potential return we downgrade our recommendation from Add to Hold Read more...
Aurizon Holdings: 1H19 result By Nathan Lead 12 February 2019, 12:45 PM Revenue recognition affected 1H19 Read more...
Reporting season preview: Infrastructure & Utilities By Nathan Lead 05 February 2019, 4:25 PM I discussed the Infrastructure & Utilities sectors with the Morgans network ahead of reporting season, including my key stock picks leading into the results. Read more...
APA Group: Knocked out in the prelims By Nathan Lead 09 November 2018, 12:26 PM The Treasurer's preliminary view seems to squash CKI's takeover bid for APA. Read more...
Cleanaway Waste Management: Don't waste this opportunity By Nathan Lead 25 October 2018, 8:30 AM The recent share price decline provides a buying opportunity. We upgrade from Hold to Add. Read more...
Atlas Arteria By Nathan Lead 24 October 2018, 10:19 AM September quarter traffic/toll revenue data Read more...
Atlas Arteria – Strong traffic growth on the APRR continues By Nathan Lead 25 July 2018, 1:49 PM The June quarter data release provided further evidence of continuing strong growth Read more...
Spark Infrastructure – Transgrid final decision By Nathan Lead 23 May 2018, 12:12 PM The AER released its Final Decision regarding Transgrid’s regulated revenues for the five year regulatory period running from July 2018 to June 2023. Read more...
Macquarie Atlas Roads – March quarter traffic and toll revenue data By Nathan Lead 27 April 2018, 12:54 PM MQA offers an attractive DPS growth profile, with the stock a potential takeover candidate post-internalisation. Read more...