By Adrian Prendergast
20 October 2020, 2:58 PM
BHP has shelved the most recent plan to expand Olympic Dam (BFX), with subsurface drilling in the southern mining area failing to confirm results from earlier surface drilling. The reality is copper assets are hard to come by, and when combined with BHP’s history at Olympic Dam, we do not believe BHP will suddenly take a ruthless approach to the big mine’s position in its portfolio despite its long-held poor performance and low potential for improved returns. This leaves us somewhat confused on BHP’s overarching strategy of “value over volume”.
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20 October 2020, 11:21 AM
In Episode 28 I sit down with Frank Sterle, Chief Operating Officer of GetCapital.
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By Michael Knox
20 October 2020, 10:30 AM
Michael Knox discusses how Mark Zandi of Moodys, estimates that the Biden Program achieves 4.1 % unemployment in 2023.
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By Andrew Tang
19 October 2020, 4:25 PM
The research team nominates stocks that could surprise or disappoint the market as we close out first half FY21.
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By Andrew Tang
19 October 2020, 12:50 PM
Gradually relaxing defensive tilts
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19 October 2020, 11:40 AM
Cleanaway Waste Management (CWY), IDP Education (IEL), Accent Group (AX1) and Medibank (MPL).
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By Adrian Prendergast
19 October 2020, 12:00 AM
RIO posted a mixed 3Q20 result, with iron ore shipments trailing our estimates while mined copper was ahead of expectations.
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16 October 2020, 11:40 AM
Origin Energy (ORG), Pro Medicus (PME), GPT Group (GPT), Beacon Lighting (BLX) and Mirvac Group (MGR).
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15 October 2020, 12:30 PM
In Episode 27 I sit down with Brad Paterson, CEO of Splitit (ASX:SPT).
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By Richard Coles
14 October 2020, 4:00 PM
Z1P has released its 1Q21 quarterly update to the market. We continue to think Z1P’s long term growth profile remains attractive.
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