Torpedo Tuesday – Worley Parsons

Worley Parsons is up 48% for the year. How much of this gain is from the oil price and how much is derived from stronger growth prospects? Hugh Dive from Atlas Funds Management looks through the numbers to reveal interesting insights to the company’s fragility. Click here to launch the interview

Torpedo Tuesday – Origin Energy

Origin Energy (ORG) is down -19% after reporting season where ORG suspended the dividend yet again. Hugh Dive from Atlas Funds Management reviews ORG at discounted prices to assess whether to see if it’s time to buy or not. Click here to launch the interview

Westfield 2.0 – how does URW stack-up?

Unibail-Rodamco took over Westfield to create URW. Most Australian analysts have stopped covered as the new company is now headquartered in Paris with primary listing in Amsterdam. Atlas Funds Management’s Hugh Dive unpacks the report and provides insight that is now difficult to come by. Click here to launch the interview

Wesfarmers’ plan to demerge its supermarket business Coles has been good for Investors

Hugh Dive of Atlas Funds Management says the proposal will likely to improve the “overall return on capital” for the Australian conglomerate.

Wesfarmers’ plan to demerge its supermarket business Coles is a ‘good move’: investor

Hugh Dive of Atlas Funds Management says the proposal will likely to improve the “overall return on capital” for the Australian conglomerate.