By Adrian Prendergast
28 January 2022, 12:30 PM
A good looking quarter, with strong 2Q22 production and shipments.
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By Adrian Prendergast
27 January 2022, 11:00 AM
A mixed quarter from South32 (ASX:S32) with strong Cannington volumes helping to offset weaker coal and manganese volumes.
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By Adrian Prendergast
21 January 2022, 12:00 PM
A good end to the year for Santos (ASX:STO) with both 4Q21 production and sales revenue beating consensus estimates according to Visible Alpha data.
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By Adrian Prendergast
21 January 2022, 11:30 AM
A strong end to the year for Woodside Petroleum (ASX:WPL) with a good outlook for 2022. 4Q21 sales and 2022 guidance both came in ahead of our expectations.
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By Adrian Prendergast
20 January 2022, 11:30 AM
Over the next 12 months we are on the lookout for BHP Group's (ASX:BHP) 'next steps' after watching the big miner simplify its business through the divestment of petroleum and coal assets.
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By Chris Brown
20 January 2022, 9:00 AM
Spot lithium prices have hit new records and are putting pressure on contract prices. Tight supply is expected throughout 2022 with futures in contango.
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By Adrian Prendergast
19 January 2022, 8:30 AM
A disappointing operational result from Rio Tinto (ASX:RIO), with flagship Pilbara iron ore again underperforming and 2022 guidance below consensus in most segments.
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By Adrian Prendergast
18 January 2022, 10:00 AM
South32 (ASX:S32) remains a top sector preference, enjoying a support upcycle in metal prices.
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By Adrian Prendergast
20 December 2021, 9:00 AM
We have moved our estimates to reflect the Santos (ASX:STO) - Oil Search (ASX:OSH) merger which has now been implemented.
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By Adrian Prendergast
13 December 2021, 8:00 AM
Fortescue Metals Group (ASX: FMG) has announced plans to transition to a new CEO that will complement its planned shift to becoming a global diversified energy and resources player.
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