By Tom Sartor
24 August 2022, 7:30 AM
1H23 NPAT guidance issued at ALS Limited’s (ASX:ALQ) AGM was well above expectations.
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By Tom Sartor
06 October 2021, 9:00 AM
Physical market feedback suggests that upside risk to our (conservative) base case coal price forecasts for Whitehaven Coal (ASX:WHC) will persist into 2022. Spot thermal coal prices continue to far exceed our expectations.
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By Tom Sartor
28 September 2021, 8:30 AM
Sandfire (ASX:SFR) appears to have paid a full-ish price for MATSA on our input assumptions. Upside therefore looks linked to higher metals pricing, operating improvements and life extensions.
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By Tom Sartor
22 September 2021, 9:00 AM
Abnormals linked to Acland’s ramp-down took some shine off New Hope Corporation's (ASX:NHC) otherwise strong FY21 operating results.
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By
15 December 2020, 1:00 PM
MAAS Group (ASX:MGH) is a leading independent Australian construction materials, equipment and services
provider with diversified exposures across civil, infrastructure, mining and real estate end
markets. MGH provides investors exposure to a founder-led business benefiting from
positive industry tailwinds and further upside potential from accretive M&A.
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By Belinda Moore
10 December 2020, 3:00 PM
We have added Orica (ASX:ORI) to our Best Ideas list for 2020. Find out why.
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By Adrian Prendergast
27 February 2020, 6:12 PM
Rio Tinto (RIO) revealed the potential Q1 impact from the coronavirus, which is likely to be followed by a period of strong Chinese stimulus (in Q2 if the virus is contained). Volatility could create a better opportunity to accumulate RIO at discounted levels.
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By Adrian Prendergast
20 August 2019, 4:28 PM
Morgans Senior Analyst Adrian Prendergast discusses Wagners (ASX:WGN) FY19 results with the Morgans network.
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By Alex Lu
04 November 2016, 9:03 AM
Waiting for the storm to clear
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By
26 September 2016, 2:09 PM
Good result but nearing the top of the cycle
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