By Adrian Prendergast
24 August 2023, 9:30 AM
Santos (ASX:STO) have reported an in-line 1H’CY23 result slightly below consensus and our numbers.
Read more...
By Max Vickerson
24 August 2023, 8:00 AM
In a record result NPAT increased 42% YoY to US$441.7m thanks to strong pricing that offset reduced production at Mt Cattlin and softer 2H sales volumes at Olaroz.
Read more...
By Adrian Prendergast
23 August 2023, 10:30 AM
Woodside Energy (ASX:WDS) reported a healthy earnings/dividend result largely in-line with market expectations.
Read more...
By Adrian Prendergast
23 August 2023, 10:00 AM
A solid FY23 result from the big miner, with BHP Group (ASX:BHP) defending again broad global cost pressures, and further building its competitive advantage.
Read more...
By Max Vickerson
18 August 2023, 8:00 AM
Origin Energy (ASX:ORG) reported a strong 2H driven by a significant contribution from its share of Octopus Energy.
Read more...
By Adrian Prendergast
17 August 2023, 8:00 AM
The ASX 200 Materials index is down 7% in the last month, with large-caps leading the selloff (BHP -5%, RIO -12%, FMG -11%, MIN -14%, S32 -7%, IGO -20%).
Read more...
By Max Vickerson
11 August 2023, 8:00 AM
AGL Energy (ASX:AGL) reported a much stronger 2H23 but it is facing structurally higher costs and capital expenditure.
Read more...
By Tom Sartor
10 August 2023, 8:00 AM
ALS (ASX:ALQ) offers value here and we maintain an Add. But we’d prefer to Buy the stock more assertively at better value through the usual market dislocations.
Read more...
By Adrian Prendergast
09 August 2023, 8:00 AM
Over the last 12-months Woodside Energy Group (ASX:WDS) (+21%) and Santos (ASX:STO) (+12%) have both posted market-beating gains despite the oil price steadily losing ground over that time (-11%).
Read more...
By Adrian Prendergast
28 July 2023, 8:00 AM
Fortescue Metals Group (ASX:FMG) posted an in-line 4Q23 result in terms of shipments, pricing and costs.
Read more...