Morgans Blog | Morgans

Iron ore: Fundamentals absorbing iron ore headwinds

25 March 2022, 8:00 AM

Potential for short-term weakness in iron ore prices from a combination of diminished steel mill margins, COVID interruptions, and healthier iron ore supply.

New Hope Corporation: Dividend harvest to build

By Tom Sartor

23 March 2022, 12:30 PM

Among New Hope Corporation's (ASX:NHC) record 1H22 financials we are impressed with Bengalla’s strong volume outlook, helping to contain costs.

Rio Tinto: One step forward, two steps back?

By Adrian Prendergast

16 March 2022, 9:30 AM

A lot of developments continue to roll off at Rio Tinto (ASX:RIO), with the big miner experiencing a mix of positive and negatives across its asset portfolio.

New Hope Corporation: 1H22 result preview - 2022 dividend upside

By Tom Sartor

10 March 2022, 8:00 AM

Maintaining stable production, containing costs and the forward capital structure (liquidity vs returns) will be the focus at New Hope Corporation's (ASX:NHC) 1H result on March 22.

Commodities: Offsetting risks from inflation & war

By Adrian Prendergast

04 March 2022, 10:00 AM

The emergence of global inflation and geopolitical risks has resulted in rising uncertainty and some weakness across broader equity markets.

Allkem: Prices then production to lift in CY22

By Chris Brown

01 March 2022, 12:30 PM

Allkem (ASX:AKE) reported 1H22 underlying net profit after tax of $57m (Morgans forecast $73m, Factset consensus $86m) which was impacted by the timing of merger.

Rio Tinto: Big earnings cushion headwinds

By Adrian Prendergast

24 February 2022, 3:30 PM

A full year result for Rio Tinto (ASX:RIO) mostly as expected. With lower 2H21 earnings from falling iron ore prices and broad cost pressures, albeit remaining at healthy levels.