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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By Adrian Prendergast
18 January 2022, 10:00 AM
South32 (ASX:S32) remains a top sector preference, enjoying a support upcycle in metal prices.
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By Adrian Prendergast
20 December 2021, 9:00 AM
We have moved our estimates to reflect the Santos (ASX:STO) - Oil Search (ASX:OSH) merger which has now been implemented.
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By Adrian Prendergast
13 December 2021, 8:00 AM
Fortescue Metals Group (ASX: FMG) has announced plans to transition to a new CEO that will complement its planned shift to becoming a global diversified energy and resources player.
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By Adrian Prendergast
09 December 2021, 8:00 AM
Rather than keeping pace with industry, Woodside Petroleum (ASX:WPL) is eager to step out ahead deploying capital into New Energy (renewable and green energy resources).
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By Adrian Prendergast
08 December 2021, 12:00 PM
We upgrade our rating on South32 (ASX:S32) to Add, from Hold, after including the Sierra Gorda acquisition in our estimates as it nears completion.
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07 December 2021, 9:00 AM
Using feasibility study announcements and the recent acquisition of Pretium in Canada as a catalyst, we undertake a full bottom-up review of our assumptions for Newcrest Mining (ASX:NCM).
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By Adrian Prendergast
26 November 2021, 8:30 AM
Years of significant underspend in the Pilbara have caught up with Rio Tinto (ASX:RIO) with current issues now looking more long term.
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By Adrian Prendergast
24 November 2021, 9:00 AM
A big week for Woodside Petroleum (ASX:WPL), reaching FID on Scarborough and signing the share sale agreement (SSA) with BHP Group (ASX:BHP) making the oil & gas merger binding.
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By Adrian Prendergast
24 November 2021, 8:30 AM
BHP Group (ASX:BHP) has signed a share sale agreement (SSA) with Woodside Petroleum (ASX:WPL), with the proposal to merge their two petroleum businesses now binding.
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