Summary: The newsletters see a smooth road ahead for Transurban and have revised their forecasts, while the drop in the iron ore price remains an obstacle for Fortescue. Meanwhile, expectations are that Alumina will improve over time, there are some concerns over education services provider Navitas, while views are mixed over uranium group Energy Resources of Australia.
Key take-out: The newsletters are positive on Transurban after the company’s latest updates, which demonstrate multiple growth fronts from its acquisitions and asset enhancements.
Key beneficiaries: General investors. Category: Shares.