Fortescue Metals Group: Surprise dividend on cash flow windfall By Adrian Prendergast 15 May 2019, 9:01 AM Exceptional iron ore strength, which has especially helped lower grade products, has seen FMG's profitability double during 2H'FY19. Read more...
Reporting season preview: Resources By Adrian Prendergast 05 February 2019, 2:58 PM I discussed the Resources sector with the Morgans network ahead of reporting season, outlining my stock recommendations in the sector. Read more...
Viva Energy Group By Adrian Prendergast 30 January 2019, 11:44 AM Supply glut still being digested Read more...
BHP Group: Big 2H expected By Adrian Prendergast 24 January 2019, 1:25 PM A weaker-than-expected 2Q operational result, although BHP expects a big 2H. Read more...
Woodside Petroleum By Adrian Prendergast 09 January 2019, 10:32 AM Oil volatility uncovers value Read more...
BHP Billiton: Announces buy-back and special dividend By Adrian Prendergast 02 November 2018, 8:26 AM A great outcome for investors Read more...
BHP Billiton: Scalable upcycle By Adrian Prendergast 19 October 2018, 7:39 AM Sustained capital discipline and healthy demand fundamentals have delivered a potentially extended upcycle in resources, with BHP our top pick. Read more...
Rio Tinto: Strategy shifting gears By Adrian Prendergast 18 October 2018, 2:45 PM We maintain our Add rating Read more...
Rio Tinto – Plugs proceeds into new buyback By Adrian Prendergast 21 September 2018, 9:14 AM RIO plans to return the $3.2bn net proceeds from the sale of its remaining coal assets through a new off-market share buyback Read more...