All posts by Adrian Prendergast

Adrian Prendergast

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.


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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