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Infrastructure

Yesterday

Will Davidson, UHL CEO (left) and Stephen Cartwright, CEO of GoZero, with a GoZero electric bus at Lane Cove bus depot.

EV bus builder GoZero clinches $400m valuation; kicks off IPO campaign

Morgans and MA Moelis Australia have been appointed joint lead managers on the IPO and will be in the fast lane for a mid-2025 listing date.

Hugh Wehby, new Atlas Arteria CEO.

Atlas Arteria tries to claw back $20b in lost returns on US toll road

The ASX-listed company, partially owned by IFM Investors, says the state of Virginia tried to force the Dulles Greenway toll road near Washington DC into bankruptcy.

This Month

Worley boss Chris Ashton expects the engineering group to benefit from a resurgence in fossil fuel projects.

Worley expects profit boost from Trump energy policies

The engineering group’s shares jumped 11 per cent after it announced a $500 million share buyback and said it would benefit from a resurgence in fossil fuel projects.

Bingo lenders shop debt after S&P downgrade

Sharp-nosed credit funds in Sydney have fielded approaches from New York’s Cantor Fitzgerald, which is said to be shopping a $100 million-plus parcel of Bingo debt.

Sanjeev Gupta’s Whyalla steelworks.

Whyalla steelworks fallout trips up $1.5b mining contractor

NRW Holdings must hastily redo its half-year result because its Golding business is owed up to $120 million in the collapse of part of Sanjeev Gupta’s empire.

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The South Australian government  put Sanjeev Gupta’s Whyalla steelworks into administration on Feb 19 with emergency legislation, declaring it was fed up with unpaid bills.

Gupta’s ‘ringfenced’ InfraBuild bought $430m of Whyalla steel

KordaMentha will scrutinise the sizeable related-party transactions in the administration of the stricken steelworks.

Transurban boss Michelle Jablko

Transurban looks to NZ, US after $15m interim net loss

The toll road group would consider opportunities with “right partners, right structures” in New Zealand after legal costs ate into interim profits.

Goodman Group boss Greg Goodman.

JPMorgan, MS and RBC strong out of the gate with monster Goodman deal

The Goodman raising, the ASX’s sixth-largest ever and the bourse’s largest real estate deal, was done unsounded and with no wall crossings.

Ventia Services’ profits have been boosted by telco services contracts.

Lucrative telco contracts boost Ventia Services’ profits 16pc

Ventia Services has a “very good relationship” with NBN Co but new competitors can struggle to secure telco maintenance work due to high entry barriers, chief executive Dean Banks said.

Aurizon boss Andrew Harding is reconsidering splitting up the rail group’s haulage and infrastructure businesses.

Aurizon revisits splitting rail network from haulage business

The group hasn’t previously accepted banker pitches to separate its rail business. But a share price and earnings slump has put the idea back on the table.

Perceval.

Meet Perceval, the robot dog who could inspect Metro tracks in Sydney

Sydney’s new Western Sydney Airport metro line could use a robot to inspect the cleanliness of trains and check rail tracks for faults.

Downer EDI chief executive Peter Tompkins says the contractor has “turned the corner”

Downer EDI boss says price-fixing claims won’t hurt Defence bid

Peter Tompkins is confident the competition watchdog’s investigation into alleged price fixing won’t hurt its chances of winning multi-billion dollar defence contracts.

SGH chief executive Ryan Stokes in his Sydney office on Tuesday.

Boral earnings bonanza lifts Stokes family’s SGH to bumper payout

The industrial conglomerate will reward shareholders after a rise in Boral profits. It took the massive building supplies business off the ASX in July.

Ryan Stokes says Victoria is the outlier in the Australian economy.

Ryan Stokes declares Victoria in ‘recession’ as investment flees

Ryan Stokes has SGH’s profit margins humming, even despite Victoria’s stalled economy and unending housing supply drought.

A Jetstar plane at Melbourne Airport, which is partly owned by Dexus’ DDIT.

Dexus’ infrastructure fund grounded as $1b redemptions hit

The trustee has kicked off a strategic review and slapped a six-month freeze on all withdrawals – or investments – pending its result.

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A streetlight electric vehicle charger in Newcastle.

EV charging providers demand review of outdated energy tariffs

Electric vehicle charging companies say consumers are paying the price for inappropriately designed tariffs being charged by electricity distributors

Transurban is always going to be big, but will it be expensive?

The ‘too big, too expensive’ takeover target that drives bankers nuts

A $60 billion-plus takeover has never been seen in Australia. So, why are some investors talking about the ASX’s Transurban as a potential target?

London calling… IFM Investors CEO David Neal on one of his regular trips to the UK.

IFM lands British pension giant as its first overseas shareholder

Nest will take a significant stake in the fund manager that, so far, has been owned by Australia’s largest superannuation funds and manages $230 billion.

Toll roads like Sydney’s WestConnex provide steady returns to investors over the long term

Investors say ‘saleable’ Transurban is shaping up as a buyout target

The toll road giant is one of the few infrastructure plays remaining on the ASX. A lacklustre share price has some fund managers thinking its time has come.

Offshore private capital firms can lob a 100 per cent bid without having to draft in an Australian bid partner.

North Queensland Airports kicks off $3b sale

The auction is expected to play out over the next six months, with non-binding indicative offers said to be due by April.

January

The Kinetic Group owns bus and rail transport across the world.

Changing gears: Kinetic’s sell-side revs up bidders with new pitch

Sell-side adviser Macquarie Capital has done some soul-searching over the Christmas break, fronting up to interested parties with a new pitch.

Brisbane Airport in December 2024.

Igneo pares down stake in $14b Brisbane Airport; Rothschild on ticket

Street Talk understands Royal Schiphol Group bought the stake off Igneo, which has been seeking buyers for half of its 25 per cent stake.

Lindsay Fox and grandson Harry were out and about at the Australian Open on Sunday.

Lindsay Fox debuts new branch of family tree at Australian Open

The trucking magnate, closely flanked by his grandson and newest employee, rubbed shoulders with corporates and bankers at the men’s championship.

A Jetstar plane on the tarmac at Launceston Airport in Tasmania.

Tiny airport beats Melbourne and Sydney to recover pre-COVID traffic

This regional airport says Bonza showed the big guys’ network planning teams that they should think differently about smaller markets.

December 2024

A Qantas Airbus A380 at Sydney Airport. A shortage of planes means airfares are unlikely to fall dramatically over the next year.

Surging international flights leave airports bullish for year ahead

A return of American and Chinese carriers has pushed overseas routes to their highest levels since the pandemic. It may not mean dramatically cheaper fares.

Original URL: https://www.afr.com/companies/infrastructure