PortfolioDirect classified Atlas Iron as a Phase II company with a Rating 4 in its 24 February review and commented that the company is moving through a near...
![](https://assets.livewiremarkets.com/rails/active_storage/representations/proxy/eyJfcmFpbHMiOnsibWVzc2FnZSI6IkJBaHBBWXc9IiwiZXhwIjpudWxsLCJwdXIiOiJibG9iX2lkIn19--c2aa664b1ca2f7744d0c90464e98577955b66fe6/eyJfcmFpbHMiOnsibWVzc2FnZSI6IkJBaDdCem9MWm05eWJXRjBTU0lKYW5CbFp3WTZCa1ZVT2hOeVpYTnBlbVZmZEc5ZlptbHNiRnNIYVFISWFRSEkiLCJleHAiOm51bGwsInB1ciI6InZhcmlhdGlvbiJ9fQ==--a788536266c8d052a67a95e113f2ebbff3ad0a97/f9fff80c906634d4cd45b7e8cf6082d01376379067.png)
PortfolioDirect
PortfolioDirect classified Atlas Iron as a Phase II company with a Rating 4 in its 24 February review and commented that the company is moving through a near term peak in capital spending which helps produce a favourable future valuation profile. The PortfolioDirect rating analysis for a Phase II company boils down to two questions: Is the company currently cheap on a cash flow valuation basis and will the valuation rise in the coming years? This assessment is made without any help from commodty prices. Atlas reported March quarter results today.
![John Robertson](https://assets.livewiremarkets.com/rails/active_storage/representations/proxy/eyJfcmFpbHMiOnsibWVzc2FnZSI6IkJBaHBBWXc9IiwiZXhwIjpudWxsLCJwdXIiOiJibG9iX2lkIn19--c2aa664b1ca2f7744d0c90464e98577955b66fe6/eyJfcmFpbHMiOnsibWVzc2FnZSI6IkJBaDdCem9MWm05eWJXRjBTU0lKYW5CbFp3WTZCa1ZVT2hOeVpYTnBlbVZmZEc5ZlptbHNiRnNIYVFISWFRSEkiLCJleHAiOm51bGwsInB1ciI6InZhcmlhdGlvbiJ9fQ==--a788536266c8d052a67a95e113f2ebbff3ad0a97/f9fff80c906634d4cd45b7e8cf6082d01376379067.png)
John Robertson is Chief Investment Strategist for PortfolioDirect a provider of resource sector investment stock ratings and portfolio strategies for mining and oil and gas investors. He has worked as a policy economist, corporate business...
Expertise
No areas of expertise
![John Robertson](https://assets.livewiremarkets.com/rails/active_storage/representations/proxy/eyJfcmFpbHMiOnsibWVzc2FnZSI6IkJBaHBBWXc9IiwiZXhwIjpudWxsLCJwdXIiOiJibG9iX2lkIn19--c2aa664b1ca2f7744d0c90464e98577955b66fe6/eyJfcmFpbHMiOnsibWVzc2FnZSI6IkJBaDdCem9MWm05eWJXRjBTU0lKYW5CbFp3WTZCa1ZVT2hOeVpYTnBlbVZmZEc5ZlptbHNiRnNIYVFISWFRSEkiLCJleHAiOm51bGwsInB1ciI6InZhcmlhdGlvbiJ9fQ==--a788536266c8d052a67a95e113f2ebbff3ad0a97/f9fff80c906634d4cd45b7e8cf6082d01376379067.png)
John Robertson is Chief Investment Strategist for PortfolioDirect a provider of resource sector investment stock ratings and portfolio strategies for mining and oil and gas investors. He has worked as a policy economist, corporate business...
Expertise
No areas of expertise