By Tom Sartor
28 September 2021, 8:30 AM
Sandfire (ASX:SFR) appears to have paid a full-ish price for MATSA on our input assumptions. Upside therefore looks linked to higher metals pricing, operating improvements and life extensions.
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By Adrian Prendergast
20 September 2021, 8:00 AM
Despite trading back at lower levels, we remain cautious on our big miners expecting more short-term weakness in iron ore to unfold.
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By Mat Collings
08 September 2021, 7:30 AM
While the USD gold price was softening, the AUD gold price actually peaked in late August as the AUD weakened.
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By Adrian Prendergast
31 August 2021, 8:00 AM
A result that focused on the ambitions of Fortescue Metals Group (ASX:FMG), led by chairman Andrew Forrest, to emerge as a global technology leader in renewables and green products.
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By Tom Sartor
27 August 2021, 7:30 AM
Whitehaven Coal's (ASX:WHC) FY21 operating financials were in-line, but operating cashflow fell modestly short.
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By Adrian Prendergast
25 August 2021, 11:00 AM
An inline 1H21 result from Oil Search (ASX:OSH) has kept our focus on the merger with STO and progress of growth projects in PNG.
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By Adrian Prendergast
25 August 2021, 10:00 AM
Viva Energy Group (ASX:VEA) delivered a strong 1H21 result largely in line with our expectations.
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By Adrian Prendergast
20 August 2021, 6:00 PM
South32's (ASX:S32) FY21 was solid, ahead of our estimates, also leading to a stronger dividend.
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By Adrian Prendergast
19 August 2021, 1:30 PM
Ahead of the 1H21 result, WPL/BHP Petroleum announced their agreed merger.
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By Mat Collings
19 August 2021, 1:30 PM
EPS was boosted by higher gold prices in the first half of the year, and surging copper prices in recent periods.
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