Rio Tinto: Tracking to plan By Adrian Prendergast 17 October 2019, 11:30 AM RIO is trading near fair value, but we expect near-term iron ore volatility could uncover a better entry point Read more...
Santos: Makes another solid acquisition By Adrian Prendergast 15 October 2019, 3:13 PM Santos (ASX:STO) has announced it is acquiring ConocoPhillip's northern Australian business. We do not view the acquisition as significantly impacting STO's corporate appeal and we maintain our Add rating, with an increased price target. Read more...
Our preferred oil sector exposures By Adrian Prendergast 17 September 2019, 12:00 AM We reveal our preferred oil sector stock picks following the Saudi oil refinery attack which sparked a +19 surge in oil prices. Read more...
Video: Reporting Season 2019 – Wagners, Adrian-Prendergast, Morgans Senior Analyst By Adrian Prendergast 20 August 2019, 4:28 PM Morgans Senior Analyst Adrian Prendergast discusses Wagners (ASX:WGN) FY19 results with the Morgans network. Read more...
Rio Tinto: Delivers special dividend By Adrian Prendergast 02 August 2019, 5:43 PM Rio Tinto (ASX:RIO) is trading close to fair value, although has ongoing capital management potential. Read more...
2019 Noosa Conference Wrap By Adrian Prendergast 25 July 2019, 12:55 PM We look back on what was another stellar Noosa Mining & Exploration Conference, which was held on July 17-19. Read more...
BHP Group: Chance for a special dividend By Adrian Prendergast 22 July 2019, 12:36 PM We see strong potential for BHP to also announce a special dividend of US$0.40ps when it reports its full year FY19 earnings next month. Read more...
Rio Tinto – Great shape justifies hefty price By Adrian Prendergast 11 July 2019, 9:45 AM After a review of our assumptions and forecasts for RIO, along with a mark-to-market on our iron ore forecasts, we lift our valuation. Read more...
Viva Energy Group: Headwinds still blowing By Adrian Prendergast 21 June 2019, 10:33 AM Peer Caltex delivers materially weaker guidance Read more...
Senex Energy: Harvests cash from Roma North plant By Adrian Prendergast 19 June 2019, 12:08 PM The A$50m sale should remove any remaining funding concerns in the market Read more...