All posts by Adrian Prendergast
Senior Analyst
Sectors Covered: Mining, Energy
By Adrian Prendergast
21 October 2022, 8:00 AM
Strong 3Q22 result from Santos (ASX:STO) with higher revenues and volumes qoq, although slightly missing consensus.
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By Adrian Prendergast
19 October 2022, 7:00 AM
A 3Q22 operational result that reminded us that there are no quick fixes to Rio Tinto’s (ASX:RIO) productivity issues across its global operations.
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By Adrian Prendergast
31 August 2022, 9:00 AM
A solid result from Woodside Energy (ASX:WDS), with earnings beating consensus and coming in close to our estimates.
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By Adrian Prendergast
30 August 2022, 8:30 AM
Fortescue Metals Group (ASX:FMG) delivered a solid FY22 result that was inline with consensus/Morgans expectations.
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By Adrian Prendergast
26 August 2022, 8:00 AM
A strong result from South32 (ASX:S32), very close to consensus expectations, including a bumper final dividend that included a US3 cent special dividend.
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By Adrian Prendergast
23 August 2022, 8:30 AM
Newcrest Mining (ASX:NCM) had a mixed result, with steady earnings, a strong dividend but weaker FY23 guidance for both production and costs.
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By Adrian Prendergast
18 August 2022, 9:00 AM
Santos' (ASX:STO) strong 1H22 result close to estimates, while interim dividend trailed.
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By Adrian Prendergast
17 August 2022, 8:00 AM
Strong result with a final dividend beat. BHP continues to show it is better positioned than most (all?) of its peers. View our analysis.
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By Adrian Prendergast
09 August 2022, 8:00 AM
Easily digestible, and with assets it could add value to, BHP Group (ASX:BHP) announced an all-cash A$25ps non-binding indicative offer for OZ Minerals (ASX:OZL).
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By Adrian Prendergast
29 July 2022, 11:00 AM
Strong 4Q22 shipments led to a slight beat on FY22 guidance, while FY23 guidance points to another high-volume year, driving the positive share price reaction today.
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