Morgans Blog | Morgans

All posts by Tom Sartor

Senior Analyst

Sectors Covered: Junior (Emerging) Resources, Bulk Materials

OZ Minerals: Conviction thesis intact

22 October 2018, 3:52 PM

The market continues to under-appreciate OZL's valuation uplift as Carra transitions from peak capex this year into cash generation from 2020

Equity Strategy: Refundable franking credits and retirees

By Tom Sartor

04 October 2018, 12:24 PM

Labor's proposal to scrap cash refunds of surplus franking credits has created unwanted angst for affected retirees.

Top stock picks from Noosa Mining Conference 2018

By Tom Sartor

25 July 2018, 3:40 PM

Our key picks from Noosa 2018 include producers which look cheap relative to their cashflows, under-appreciated developers, and explorers with upcoming drilling which could prove transformational.

Oz Minerals – Backing their ability to execute

By Tom Sartor

20 April 2018, 9:17 AM

We are backing OZL's ability to commission Carrapateena on schedule and on budget, and to execute its broader growth agenda without over-stretching itself.

Equity strategy: Trim, switch or dissapoint candidates

By Tom Sartor

07 June 2017, 9:25 AM

We flag stocks that are either vulnerable to disappointment ahead of the August financial year results, trading ahead of fundamentals or where our preferences lie elsewhere.