By Tom Sartor
22 June 2022, 9:00 AM
We adjust our modelling inputs around prices and costs (both slightly higher) and for the new QLD royalty regime to apply from July 1.
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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.
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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.
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By Adrian Prendergast
29 April 2022, 8:30 AM
A surprisingly strong share price reaction to a mixed quarter for Fortescue Metals Group (ASX:FMG), with rising investor sentiment on strong shipments driving revenue despite costs slipping on all fronts.
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By Mat Collings
29 April 2022, 8:00 AM
Newcrest Mining (ASX:NCM) is guiding to a strong Q4, needing at least 600koz of production to meet the lower end of revised guidance.
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By Adrian Prendergast
27 April 2022, 10:00 AM
A mixed 3Q22 quarter from South32 (ASX:S32), with some production beats/misses and some predictable increases to unit cost guidance.
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By Tom Sartor
26 April 2022, 10:00 AM
Rising execution risks (timing, capex escalation) appear to be tempering the premium the market had previously built into OZ Minerals' (ASX:OZL) growth projects, and where WMP approval in the 2H may actually prolong that trend.
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By Adrian Prendergast
22 April 2022, 9:30 AM
A good underlying performance in 3Q22, with BHP Group (ASX:BHP) contending with WA’s first COVID-19 wave at WAIO and Nickel West, and Omicron hitting Escondida.
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By Adrian Prendergast
21 April 2022, 9:00 AM
Enjoying strong Free Cash Flow (FCF), Santos (ASX:STO) has announced a new capital management framework.
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By Adrian Prendergast
21 April 2022, 8:00 AM
A weak start to the year for Rio Tinto (ASX:RIO), with its operational and productivity challenges remaining a drag on expectations.
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