All posts by Adrian Prendergast

Adrian Prendergast

Rio Tinto: Serious effort to get green

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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BHP Group: Stays conservative

By Adrian Prendergast

19 February 2020, 1:15 PM

Despite reporting no direct impact on demand, sales, deliveries or payments stemming from the Coronavirus, BHP decided to remain conservative by not flexing its H1 dividend and keeping gearing at the low end of its target range.

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Oil Search: Tackling new key hurdles

By Adrian Prendergast

23 October 2019, 4:13 PM

Oil Search has had a steady Q3, with stable LNG and weaker liquids volumes of which have already been flagged. A new key hurdle for the PNG expansion has emerged, the P'nyang Gas Agreement talks. OSH is trading at an attractive discount and and we maintain our ADD rating.

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BHP Group: Iron ore could give better opportunity

By Adrian Prendergast

22 October 2019, 1:06 PM

BHP has announced it will spend US$345m on Jansen, ahead of a decision on the project going to the board in February 2021. Weakening demand could see short-term iron ore price volatility. We recommend holding fire to see if iron ore price volatility unfolds and provides a better entry point into BHP.

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