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.
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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.
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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.
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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%).
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By Sharad Bhat
14 August 2023, 8:00 AM
A mixed FY23 result, with Newcrest Mining (ASX:NCM) management focused on scheme meeting (Oct-23) and NCM-Newmont transaction (Nov 23)
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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.
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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%).
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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.
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By Adrian Prendergast
28 July 2023, 8:00 AM
Consensus on Mineral Resources (ASX:MIN) grows increasingly divided, with analysts split in their view on MIN's overarching strategy in lithium. We remain amongst the optimists.
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By Max Vickerson
28 July 2023, 8:00 AM
Allkem's (ASX:AKE) production hit new a record at Olaroz in the last quarter but the soft lithium market conditions in April – May took a toll on sales volumes.
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