By Adrian Prendergast
26 May 2022, 10:00 AM
We have removed BHP Group’s (ASX:BHP) Petroleum business from our group forecasts and valuation.
Read more...
By Max Vickerson
09 May 2022, 9:00 AM
AGL Energy’s (ASX:AGL) demerger scheme details were released Friday and our view of the company hasn’t significantly changed.
Read more...
By Max Vickerson
03 May 2022, 9:00 AM
AGL Energy (ASX:AGL) has lowered its guidance for FY22 underlying profit after tax by $55m (-18%) largely as a result of the Loy Yang Unit 2 outage.
Read more...
By Max Vickerson
02 May 2022, 8:00 AM
Energy Markets is benefitting from increased electricity sales volumes but we remain concerned about rising fuel costs depressing FY23 earnings.
Read more...
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.
Read more...
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.
Read more...
By Adrian Prendergast
22 April 2022, 9:30 AM
A good underlying performance in 3Q22, with BHP Group (ASX:BHP) contending with WA’s first COVID-19 wave at WAIO and Nickel West, and Omicron hitting Escondida.
Read more...
By Adrian Prendergast
21 April 2022, 9:00 AM
Enjoying strong Free Cash Flow (FCF), Santos (ASX:STO) has announced a new capital management framework.
Read more...
By Adrian Prendergast
21 April 2022, 8:00 AM
A weak start to the year for Rio Tinto (ASX:RIO), with its operational and productivity challenges remaining a drag on expectations.
Read more...
By Max Vickerson
19 April 2022, 9:00 AM
Allkem's (ASX:AKE) 3Q sales at Mt Cattlin were softer than we’d hoped with delayed shipments from the December quarter having less impact than expected.
Read more...