Collected Wisdom

This week we look at Santos, AGL Energy, Iluka Resources, Cardno and Macquarie Atlas Roads.

Summary: The newsletters like Santos based on the ramp-up of its PNG LNG project and expectations oil output will rise in the second half, but they’re less enamoured with AGL Energy after the retailer foreshadowed a profit hit after the axing of the carbon tax. Meanwhile, they say mineral sands group Iluka Resources is set for a turnaround, while there are concerns around mining services contractor Cardno, and toll roads owner Macquarie Atlas Roads is receiving mixed reviews.


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