By Adrian Prendergast
28 January 2022, 12:30 PM
A good looking quarter, with strong 2Q22 production and shipments.
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By Mat Collings
28 January 2022, 11:00 AM
Evolution Mining (ASX:EVN) has released its 2Q22 trading update. Q2 production reporting has rattled the market despite reaffirming group guidance for FY22 (admittedly at the bottom end of 670koz of gold).
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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 Tom Sartor
25 January 2022, 11:00 AM
2Q cost pressure shouldn’t surprise in the context of industry-wide pressure. We now incorporate MATSAs into our earnings forecasts, contributing from February.
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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.
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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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