All posts by Adrian Prendergast

Adrian Prendergast

Oil market: Second phase of downcycle starts

By Adrian Prendergast

21 April 2020, 1:15 PM

We expect the panic selling to continue in oil futures markets and ETF’s and for it to extend into June. We have been waiting for this kind of oil price volatility (waiting for it to hit rock bottom) so we can gain conviction on our buy ideas, and it looks like it is quickly approaching.

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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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