All posts by Adrian Prendergast
Senior Analyst
Sectors Covered: Mining, Energy
By Adrian Prendergast
18 October 2023, 8:00 AM
Rio Tinto (ASX:RIO) reported a strong 3Q’CY23 production result with production up qoq across RIO’s iron ore, copper, and aluminium divisions.
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By Adrian Prendergast
13 October 2023, 8:00 AM
There is tangible risk of the current Hamas/Israel conflict escalating and some major oil producing countries becoming directly involved in combat.
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By Adrian Prendergast
10 October 2023, 8:00 AM
Iron ore fundamentals remain healthy heading into 2024, but face some short-term risks with mandatory cuts to China steel late in 2023.
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By Adrian Prendergast
30 August 2023, 8:00 AM
Mineral Resources (ASX:MIN) delivered a mixed P&L performance, but impressed with its cash flow and dividend performance.
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By Adrian Prendergast
29 August 2023, 9:00 AM
Fortescue Metals Group (ASX:FMG) delivered an in-line FY23 result close to estimates.
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By Adrian Prendergast
24 August 2023, 10:00 AM
Karoon Energy's (ASX:KAR) FY24 is shaping up as a bumper year for KAR in terms of CF generation, with increased production, lower unit costs and much lower capex.
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By Adrian Prendergast
24 August 2023, 9:30 AM
Santos (ASX:STO) have reported an in-line 1H’CY23 result slightly below consensus and our numbers.
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By Adrian Prendergast
23 August 2023, 10:30 AM
Woodside Energy (ASX:WDS) reported a healthy earnings/dividend result largely in-line with market expectations.
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By Adrian Prendergast
23 August 2023, 10:00 AM
A solid FY23 result from the big miner, with BHP Group (ASX:BHP) defending again broad global cost pressures, and further building its competitive advantage.
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By Adrian Prendergast
17 August 2023, 8:00 AM
The ASX 200 Materials index is down 7% in the last month, with large-caps leading the selloff (BHP -5%, RIO -12%, FMG -11%, MIN -14%, S32 -7%, IGO -20%).
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