The way to play WA

Chief Investment Officer and founder of Aitken Investment Management
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Key points

  • It’s going to remain tough for WA-based mining service, engineering, contracting, industrial service, equipment hire and consumer facing companies.
  • In mining services, diversified Seven Group Holdings (SVW) is the only company that has value.
  • The big miners – BHP, Rio, Fortescue and Woodside – look cheap – with their dividend yields to provide a floor.


Once upon a time a stockbroker, an investor and a company director went for a trip to the seaside.

Two thousand kilometres from Perth, 100 kilometres from the nearest town, no food, no water, no shelter, no mobile coverage, tide rising quickly, sun setting even faster, snakes in the bushes and tiger sharks in the water… what happens next?

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