All posts by Adrian Prendergast
Senior Analyst
Sectors Covered: Mining, Energy
By Adrian Prendergast
09 August 2023, 8:00 AM
Over the last 12-months Woodside Energy Group (ASX:WDS) (+21%) and Santos (ASX:STO) (+12%) have both posted market-beating gains despite the oil price steadily losing ground over that time (-11%).
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By Adrian Prendergast
28 July 2023, 8:00 AM
Fortescue Metals Group (ASX:FMG) posted an in-line 4Q23 result in terms of shipments, pricing and costs.
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By Adrian Prendergast
28 July 2023, 8:00 AM
Consensus on Mineral Resources (ASX:MIN) grows increasingly divided, with analysts split in their view on MIN's overarching strategy in lithium. We remain amongst the optimists.
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By Adrian Prendergast
27 July 2023, 8:00 AM
A somewhat fragmented 1H23 result, with a surprisingly strong performance from Rio Tinto's (ASX:RIO) iron ore business, versus the rest of the business which trailed estimates.
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By Adrian Prendergast
24 July 2023, 8:00 AM
South32's (ASX:S32) 4Q’FY23 marked a significantly better operational result compared to the previous period, mostly in-line with expectations.
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By Adrian Prendergast
24 July 2023, 8:00 AM
A soft result revenue wise for Santos (ASX:STO), with realised prices impacting in-line production and sales volumes.
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By Adrian Prendergast
21 July 2023, 10:00 AM
A strong 4Q’FY23 operational result from BHP Group (ASX:BHP), achieving FY23 production and unit cost guidance.
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By Adrian Prendergast
21 July 2023, 8:00 AM
Rio Tinto (ASX:RIO) had a softer quarter on balance, 2Q’CY23 Pilbara shipments fell just short of consensus, RIO downgraded refined copper, bauxite and IOC production guidance, downgraded copper cost guidance.
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By Adrian Prendergast
21 July 2023, 8:00 AM
Woodside Energy (ASX:WDS) had a healthy set of 2Q23 numbers with production and sales generally in-line.
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By Adrian Prendergast
17 July 2023, 8:00 AM
In a sector battling volatile commodity prices and global inflationary pressures we see BHP Group (ASX:BHP) as offering the best risk-reward proposition in its sector.
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