By Nick Harris
28 February 2023, 8:00 AM
Woodside Energy (ASX:WDS) reported a softer than expected 2022 earnings and dividend result, relative to consensus expectations.
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By Max Vickerson
28 February 2023, 8:00 AM
Lithium spot prices have softened but remain above contract prices. The Chinese EV market, still the world’s largest, has slowed recently for the Spring Festival but we expect activity to increase in the near future.
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By Adrian Prendergast
27 February 2023, 8:00 AM
Mineral Resources (ASX:MIN) reported softer 1H23 earnings and the completion of the MARBL JV restructure, for a net positive increase in our valuation.
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By Adrian Prendergast
23 February 2023, 8:30 AM
H2 earnings slightly trailed expectations, with Rio Tinto's (ASX:RIO) announced dividends for the year totalling US$8bn against FCF of US$9bn.
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By Adrian Prendergast
22 February 2023, 9:30 AM
BHP Group (ASX:BHP) reported a softer start to FY23 than we expected, with inflationary pressures and added inventory costs contributing to lower first half earnings.
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By Max Vickerson
20 February 2023, 8:00 AM
Origin Energy’s (ASX:ORG) 1H result was well below expectations as a result of the very tight wholesale electricity market, increase in APLNG operating costs and higher tax burden on cash distributions.
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By Max Vickerson
10 February 2023, 9:00 AM
AGL Energy's (ASX:AGL) 1H result was a significant miss on consensus and our forecast and FY23 underlying net profit guidance was reduced by $20m.
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By Adrian Prendergast
30 January 2023, 8:00 AM
A strong quarter for Fortescue Metals Group (ASX:FMG), coming in ahead of market estimates on shipments, pricing, and cost performance.
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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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