By Nathan Lead
29 April 2022, 9:00 AM
The Kemps Creek site deal is better than we had assumed (re: incentive payments) and provides additional warehouse capacity that Silk Logistics Holdings (ASX:SLH) can pursue for growth.
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By Adrian Prendergast
29 April 2022, 8:30 AM
A surprisingly strong share price reaction to a mixed quarter for Fortescue Metals Group (ASX:FMG), with rising investor sentiment on strong shipments driving revenue despite costs slipping on all fronts.
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29 April 2022, 8:00 AM
Newcrest Mining (ASX:NCM) is guiding to a strong Q4, needing at least 600koz of production to meet the lower end of revised guidance.
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By Michael Knox
28 April 2022, 9:00 AM
We update our models of US and Australian equities for the selloff in the US and Australian bonds.
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By Steven Sassine
28 April 2022, 8:00 AM
Camplify Holdings (ASX:CHL) recently released its 3Q22 trading update which, in our view, showed solid growth across key business metrics despite what remained a challenging operating environment.
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27 April 2022, 12:00 PM
Shifting to more cautious sector stance with rate rises looking imminent.
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By Scott Murdoch
27 April 2022, 10:30 AM
Credit Corp (ASX:CCP) reaffirmed FY22 earnings guidance and increased PDL and net lending investment guidance. AUS debt sale volumes remain subdued, which is being offset by higher investment in USA PDL’s and accelerated lending volumes.
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By Adrian Prendergast
27 April 2022, 10:00 AM
A mixed 3Q22 quarter from South32 (ASX:S32), with some production beats/misses and some predictable increases to unit cost guidance.
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By Adrian Prendergast
27 April 2022, 9:15 AM
A weaker 1Q22 than expected, with steady equity LNG production vs lower liquids and trading volumes. View our analysis.
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By Tom Sartor
26 April 2022, 10:00 AM
Rising execution risks (timing, capex escalation) appear to be tempering the premium the market had previously built into OZ Minerals' (ASX:OZL) growth projects, and where WMP approval in the 2H may actually prolong that trend.
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