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.
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By Richard Coles
23 July 2019, 4:40 PM
We see more downside risks than upside risks heading into reporting season, with the exception largely being the health insurers.
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By Andrew Tang
23 July 2019, 11:40 AM
We flag several stocks to watch in August with potential to beat expectations, and importantly, flag several stocks to avoid
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By Nathan Lead
22 July 2019, 4:54 PM
Benefits from lower interest rates on new and unhedged debt
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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.
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By
22 July 2019, 9:00 AM
Stimulus initiatives are serving to de-risk outlook for sector
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By Michael Knox
12 July 2019, 1:42 PM
The data has changed since May, they say...
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By
11 July 2019, 11:34 AM
We see REH’s value proposition outweighing near term headwinds.
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By Michael Knox
11 July 2019, 10:56 AM
The Fed needs to slow the economy to a long term sustainable growth rate, before it can cut rates.
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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.
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