All posts by Adrian Prendergast
Senior Analyst
Sectors Covered: Mining, Energy
By Adrian Prendergast
30 January 2023, 8:00 AM
No major changes to our forecasts for Mineral Resources (ASX:MIN) following a mixed 2Q23 result.
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By Adrian Prendergast
27 January 2023, 9:00 AM
Woodside Energy (ASX:WDS) group revenue for the year was close to consensus despite the bigger production beat, attributed to lower sales volumes and realised prices.
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By Adrian Prendergast
24 January 2023, 8:00 AM
A steady 2Q23 operational result for South32 (ASX:S32), with most segments ahead or in-line with estimates.
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By Adrian Prendergast
20 January 2023, 12:00 PM
Santos (ASX:STO) delivered a steady operational result, while reporting a bumper cash flow performance, with CY22 FCF of US$3.6bn
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By Adrian Prendergast
20 January 2023, 8:00 AM
BHP Group’s (ASX:BHP) 2Q23 impressed despite the difficult operating conditions, with lower metal prices, tight labour markets, inflationary pressures, and significant weather.
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By Adrian Prendergast
18 January 2023, 8:00 AM
A steady 4Q22 operational result from Rio Tinto (ASX:RIO), while we have applied higher long-term iron ore price assumptions to our estimates.
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By Adrian Prendergast
22 December 2022, 8:00 AM
We initiate research coverage on Mineral Resources (ASX:MIN) with an ADD rating .
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By Adrian Prendergast
08 December 2022, 8:00 AM
Despite stable fundamentals, reduced value upside leaves us neutral on the large iron ore miners.
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By Adrian Prendergast
09 November 2022, 7:00 AM
Santos' (ASX:STO) Investor Day outlined a 2023 that does not look as good as we (or consensus) had expected.
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By Adrian Prendergast
25 October 2022, 8:30 AM
A mixed quarter operationally for South32 (ASX:S32), not the kind of start to the year we were expecting.
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