All posts by Adrian Prendergast
Senior Analyst
Sectors Covered: Mining, Energy
By Adrian Prendergast
21 July 2021, 8:00 AM
A good end to FY21 for BHP Group (ASX:BHP), with solid performances from iron ore, petroleum and metallurgical coal.
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By Adrian Prendergast
19 July 2021, 8:00 AM
A soft 2Q21 operational result across key divisions, with lower iron ore, copper and bauxite production.
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By Adrian Prendergast
05 July 2021, 8:00 AM
With supply-demand fundamentals improving, oil prices have been steadily rising, while equities have surprisingly and materially underperformed.
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By Adrian Prendergast
17 June 2021, 4:00 PM
Lofty market valuations and potential early signs of moderation leave us nervous.
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By Adrian Prendergast
07 June 2021, 10:30 AM
After a remarkable run, and hefty shareholder returns, we see the risk/reward balance for FMG finally skewed to the downside.
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By Adrian Prendergast
31 May 2021, 2:30 PM
Reporting material cost inflation in the Pilbara, Fortescue Metal Group (FMG) has had to downgrade capital expenditure assumptions for Iron Bridge.
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By Adrian Prendergast
21 April 2021, 3:30 PM
Despite heavy weather and COVID-19 impacts, BHP posted a solid underlying operational performance across iron ore, copper, petroleum and nickel. However, metallurgical and thermal coal disappointed.
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By Adrian Prendergast
20 April 2021, 3:30 PM
Rio Tinto (RIO) reported a reasonable 1Q21 result, although weather and travel restrictions impacted RIO's operations, especially in its flagship iron ore business.
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By Adrian Prendergast
22 March 2021, 4:15 PM
Volatility is inevitable, but we view it as likely to generate opportunities to increase exposure to the continuing oil/energy recovery.
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By Adrian Prendergast
18 February 2021, 5:00 PM
South32 reported a strong 1H21 earnings result that exceeded estimates. The SAEC sale is still a major value catalyst, and worth waiting for.
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