By Adrian Prendergast
18 February 2022, 12:00 PM
South32 (ASX:S32) is enjoying robust prices across its basket of metals, allowing it to increase its dividend, upsize its buyback and strengthen its balance sheet.
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By Adrian Prendergast
18 February 2022, 8:30 AM
Woodside Petroleum's (ASX:WPL) underlying NPAT beat consensus by +18%, while +3% above Morgans estimates.
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By Tom Sartor
18 February 2022, 8:00 AM
1H22 cemented Whitehaven Coal's (ASX:WHC) turnaround, although EBITDA/cashflow were slightly below our forecasts.
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17 February 2022, 3:30 PM
H1 financial results confirmed what the market already knew – lower production leads to lower earnings, with free cash flow further reduced by Newcrest Mining’s (ASX:NCM) investment in the business.
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By Adrian Prendergast
17 February 2022, 9:30 AM
Fortescue Metals Group (ASX:FMG) posted a lower 1H22 result that was close to expectations, with EBITDA of US$4.8bn and NPAT of US$2,777m.
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By Adrian Prendergast
17 February 2022, 8:30 AM
Santos (ASX:STO) posted a steady 2H21 result in line with consensus, while setting reasonable FY22 production and sales guidance.
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By Adrian Prendergast
15 February 2022, 4:00 PM
The further upcycles extend and longer earnings remain elevated the harder it becomes for miners to maintain capital discipline. We cannot rule out this risk for BHP Group (ASX:BHP), but the big miner continues to give all the right signals.
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By Adrian Prendergast
15 February 2022, 12:15 PM
View Senior Analyst Adrian Prendergast's Reporting Season Preview of the Mining & Energy sector for February 2022.
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04 February 2022, 9:30 AM
Gold stocks largely retreated over the Q2 reporting season, with company reports focusing on cost pressures being experienced by the industry while a number of producers fell short of consensus production expectations.
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By Tom Sartor
04 February 2022, 8:00 AM
OZ Minerals' (ASX:OZL) 4Q and updated cost outlook showed a material impact from Covid-19 challenges and industry cost pressures.
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