By Max Vickerson
31 March 2023, 8:00 AM
The sector has rallied to near the levels seen in late February.
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By Tom Sartor
22 March 2023, 8:00 AM
1H interim dividends were strong, but missed the market’s expectations as New Hope Corporation (ASX:NHC) weighs inorganic growth options against returns, similar to peers.
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By Tom Sartor
15 March 2023, 8:00 AM
Our positive sector outlook is premised on strong upside risk to medium-to-long term coal prices. All producers offer upside potential but suit varying strategies.
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By Tom Sartor
22 February 2023, 10:30 AM
OZ Minerals' (ASX:OZL) in-line CY22 result takes a back seat to progress of BHP’s takeover.
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By Adrian Prendergast
16 February 2023, 8:00 AM
A steady 1H23 earnings result from Fortescue Metals Group (ASX:FMG), which contended with lower prices and higher costs during the half.
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By Tom Sartor
15 February 2023, 8:00 AM
We expect strong dividends at the February results but explain why we feel they risk underwhelming the market.
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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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By Adrian Prendergast
24 January 2023, 8:00 AM
A steady 2Q23 operational result for South32 (ASX:S32), with most segments ahead or in-line with estimates.
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