By Mat Collings
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.
Read more...
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.
Read more...
By Mat Collings
31 January 2022, 8:00 AM
Newcrest Mining (ASX:NCM) has maintained group guidance for FY22 but is pointing towards Lihir only achieving the bottom end of range.
Read more...
By Adrian Prendergast
28 January 2022, 12:30 PM
A good looking quarter, with strong 2Q22 production and shipments.
Read more...
By Mat Collings
28 January 2022, 11:00 AM
Evolution Mining (ASX:EVN) has released its 2Q22 trading update. Q2 production reporting has rattled the market despite reaffirming group guidance for FY22 (admittedly at the bottom end of 670koz of gold).
Read more...
By Adrian Prendergast
27 January 2022, 11:00 AM
A mixed quarter from South32 (ASX:S32) with strong Cannington volumes helping to offset weaker coal and manganese volumes.
Read more...
By Tom Sartor
25 January 2022, 11:00 AM
2Q cost pressure shouldn’t surprise in the context of industry-wide pressure. We now incorporate MATSAs into our earnings forecasts, contributing from February.
Read more...
By Tom Sartor
21 January 2022, 12:30 PM
We think today’s price weakness includes an over-reaction to downgraded FY22 physicals and cost guidance.
Read more...
By Adrian Prendergast
21 January 2022, 12:00 PM
A good end to the year for Santos (ASX:STO) with both 4Q21 production and sales revenue beating consensus estimates according to Visible Alpha data.
Read more...
By Adrian Prendergast
21 January 2022, 11:30 AM
A strong end to the year for Woodside Petroleum (ASX:WPL) with a good outlook for 2022. 4Q21 sales and 2022 guidance both came in ahead of our expectations.
Read more...