All posts by Adrian Prendergast

Adrian Prendergast

Rio Tinto – Iron ore drives first half

By Adrian Prendergast

30 July 2020, 9:00 AM

1H20 result was ahead of consensus estimates, with ongoing iron ore strength helping Rio Tinto (ASX:RIO) to plug a gap left by lower aluminium and copper prices. We downgrade to a Hold rating on recent share price strength, while still considering RIO a core holding for a wide group of investor types.

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Oil & Gas: Trade War 2.0?

By Adrian Prendergast

14 May 2020, 8:50 AM

The recent recovery in oil & gas stocks has been positive, but some have materially outpaced oil prices, and in doing so have essentially priced in a rapid v-shaped recovery that is looking increasingly unlikely.

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