Whitehaven Coal: Price offsets transient pressures By Tom Sartor 21 January 2022, 12:30 PM We think today’s price weakness includes an over-reaction to downgraded FY22 physicals and cost guidance. Read more...
OZ Minerals: Drifting into the buy zone By Tom Sartor 19 August 2021, 1:00 PM The larger dividend was the only real surprise among 1H21 financials. Read more...