By Adrian Prendergast
20 January 2023, 8:00 AM
BHP Group’s (ASX:BHP) 2Q23 impressed despite the difficult operating conditions, with lower metal prices, tight labour markets, inflationary pressures, and significant weather.
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By Max Vickerson
19 January 2023, 8:00 AM
Allkem (ASX:AKE) performed solidly overall in 2Q with production at Olaroz ahead of expectations but Mt Cattlin output will skew to the second half.
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By Adrian Prendergast
18 January 2023, 8:00 AM
A steady 4Q22 operational result from Rio Tinto (ASX:RIO), while we have applied higher long-term iron ore price assumptions to our estimates.
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By Adrian Prendergast
22 December 2022, 8:00 AM
We initiate research coverage on Mineral Resources (ASX:MIN) with an ADD rating .
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By Adrian Prendergast
08 December 2022, 8:00 AM
Despite stable fundamentals, reduced value upside leaves us neutral on the large iron ore miners.
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By Tom Sartor
22 November 2022, 7:30 AM
We think BHP’s revised takeover offer has a high likelihood of proceeding.
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By Adrian Prendergast
09 November 2022, 7:00 AM
Santos' (ASX:STO) Investor Day outlined a 2023 that does not look as good as we (or consensus) had expected.
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By Adrian Prendergast
25 October 2022, 8:30 AM
A mixed quarter operationally for South32 (ASX:S32), not the kind of start to the year we were expecting.
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By Tom Sartor
25 October 2022, 8:00 AM
3Q performance for OZ Minerals (ASX:OZL) was sound in the context of industry challenges.
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By Adrian Prendergast
21 October 2022, 8:00 AM
Strong 3Q22 result from Santos (ASX:STO) with higher revenues and volumes qoq, although slightly missing consensus.
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