By Max Vickerson
11 November 2022, 7:00 AM
Brookfield and EIG have launched an indicative, all-cash, takeover bid for Origin Energy (ASX:ORG) at $9ps which the board will recommend following a due diligence period.
Read more...
By Adrian Prendergast
09 November 2022, 7:00 AM
Santos' (ASX:STO) Investor Day outlined a 2023 that does not look as good as we (or consensus) had expected.
Read more...
By Adrian Prendergast
25 October 2022, 8:30 AM
A mixed quarter operationally for South32 (ASX:S32), not the kind of start to the year we were expecting.
Read more...
By Max Vickerson
24 October 2022, 8:00 AM
Allkem's (ASX:AKE) 1Q production missed expectations but a bigger issue is the cost increases expected for Olaroz’s stage 2 expansion.
Read more...
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.
Read more...
By Max Vickerson
21 October 2022, 7:30 AM
Origin Energy (ASX:ORG) released guidance for FY23 Energy Markets EBITDA that was in line with consensus but well below our expectations.
Read more...
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.
Read more...
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.
Read more...
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.
Read more...
By Max Vickerson
26 August 2022, 8:30 AM
Allkem's (ASX:AKE) FY22 net profit beat was in-line with our forecast (+1%) despite a miss at the EBITDAIX level.
Read more...