All posts by Mat Collings
Research Analyst
Sectors Covered: Mining
By Mat Collings
29 April 2022, 8:00 AM
Newcrest Mining (ASX:NCM) is guiding to a strong Q4, needing at least 600koz of production to meet the lower end of revised guidance.
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By Mat Collings
14 April 2022, 9:00 AM
IGO has increased its all-cash offer for WSA to A$3.87/share (from A$3.36) reflecting the positive impact of recent nickel price volatility on Western Areas' (ASX:WSA) near-term cash flow and asset values.
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By Mat Collings
17 February 2022, 3:30 PM
H1 financial results confirmed what the market already knew – lower production leads to lower earnings, with free cash flow further reduced by Newcrest Mining’s (ASX:NCM) investment in the business.
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By Mat Collings
04 February 2022, 9:30 AM
Gold stocks largely retreated over the Q2 reporting season, with company reports focusing on cost pressures being experienced by the industry while a number of producers fell short of consensus production expectations.
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By Mat Collings
31 January 2022, 8:00 AM
Newcrest Mining (ASX:NCM) has maintained group guidance for FY22 but is pointing towards Lihir only achieving the bottom end of range.
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By Mat Collings
28 January 2022, 11:00 AM
Evolution Mining (ASX:EVN) has released its 2Q22 trading update. Q2 production reporting has rattled the market despite reaffirming group guidance for FY22 (admittedly at the bottom end of 670koz of gold).
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By Mat Collings
07 December 2021, 9:00 AM
Using feasibility study announcements and the recent acquisition of Pretium in Canada as a catalyst, we undertake a full bottom-up review of our assumptions for Newcrest Mining (ASX:NCM).
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By Mat Collings
16 November 2021, 8:00 AM
We look at several standard valuation metrics across the sector, with each metric having strengths and weaknesses and all requiring context to be best understood and interpreted.
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By Mat Collings
08 September 2021, 7:30 AM
While the USD gold price was softening, the AUD gold price actually peaked in late August as the AUD weakened.
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By Mat Collings
19 August 2021, 1:30 PM
EPS was boosted by higher gold prices in the first half of the year, and surging copper prices in recent periods.
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