We recently researched Worley (ASX:WOR) after the Company released results for the 12 months to 30 June 2023 (FY23). The key debate around the stock’s investment attraction is the extent to which the Company can monetise the shift towards sustainability-related investments and projects. Positive market sentiment towards WOR often captures this potential upside. However, on occasion, negative sentiment regarding the macro outlook can lead to periods of price weakness. With this in mind, are the shares are fully valued, or …

Read MoreWorley shares still have further to climb

The investment attraction in South32 (ASX:S32) is twofold. Firstly, the Company has an ongoing capital management program which has historically been accretive to earnings. This has helped to smooth earnings swings in recent years. Secondly, S32 has a commodity/portfolio mix that is becoming increasingly skewed towards base metals and critical minerals. These are likely to benefit from the trend towards de-carbonisation and electrification. Despite these attractions, the shares have continued to weaken. This is mainly due to a higher cost …

Read MoreIs the S32 share price as bad as it gets?