David Di Pilla
7 articles
HMC Capital
Di Pilla's power pothole
Yet more tumult for HMC Capital, as its energy transition strategy follows its hospital and data centre funds into the market doghouse.
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Healthscope
Healthscope's problem was private equity
As the US experience demonstrates, PE and hospitals are a terrible mix.
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Note from Joe
Todd Sampson's departure and dancing with David Di Pilla
Qantas' loss of Todd Sampson went unmourned while HMC Capital's investor day intrigued the market.
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Geoff Wilson
Geoff Wilson maximises ambiguity
Wilson holds the underperformers to account. It's only reasonable, then, that his own performance is scrutinised, but for that we'd need real numbers.
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NEXTDC
Craig Scroggie rides his luck
NEXTDC's 'ginger maniac' is surfing the wave to $112 million of free shares. But can the momentum possibly last?
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Sigma Healthcare
Chemist Warehouse’s Di Pilla di lution
The numbers are in on Chemist Warehouse’s reverse takeover of Sigma. Cheap hindsight tells us that a regular IPO would’ve cost Chemist Warehouse shareholders $100 million, but saved them $3 billion.
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