By Adrian Prendergast
21 July 2022, 9:00 AM
A solid 2Q22 operational result from Woodside Energy (ASX:WDS), with production and sales in line.
Read more...
By Adrian Prendergast
18 July 2022, 7:30 AM
Metal price weakness and cost pressures have put considerable pressure on Rio Tinto's (ASX:RIO) share price, as RIO tries to work through operational and productivity issues.
Read more...
By Adrian Prendergast
13 July 2022, 9:00 AM
We see oil prices staying higher in the long term but also an undeniable increase in the cost of capital for the oil and gas sector. We have reviewed our funding assumptions leading to an increase in sector WACCs.
Read more...
By Max Vickerson
08 July 2022, 10:30 AM
Electricity markets continue to be extremely tight with QLD approaching the cumulative price cap again and baseload futures at over $100/MWh or above out to FY24.
Read more...
By Max Vickerson
14 June 2022, 8:30 AM
AGL Energy (ASX:AGL) now expects its unit outage at Loy Yang A to extend until the second half of September and a number of units in NSW are also out for short durations.
Read more...
By Max Vickerson
02 June 2022, 8:00 AM
The squeeze in the wholesale market continues as electricity futures surge to new record highs.
Read more...
By Adrian Prendergast
31 May 2022, 10:00 AM
We have merged our Woodside Energy (ASX:WDS) and BHP-Petroleum models, adjusting our estimates for the new combined business.
Read more...
By Adrian Prendergast
26 May 2022, 10:00 AM
We have removed BHP Group’s (ASX:BHP) Petroleum business from our group forecasts and valuation.
Read more...
By Max Vickerson
09 May 2022, 9:00 AM
AGL Energy’s (ASX:AGL) demerger scheme details were released Friday and our view of the company hasn’t significantly changed.
Read more...
By Max Vickerson
03 May 2022, 9:00 AM
AGL Energy (ASX:AGL) has lowered its guidance for FY22 underlying profit after tax by $55m (-18%) largely as a result of the Loy Yang Unit 2 outage.
Read more...