Oil market: Second phase of downcycle starts

By Adrian Prendergast

21 April 2020, 1:15 PM

We expect the panic selling to continue in oil futures markets and ETF’s and for it to extend into June. We have been waiting for this kind of oil price volatility (waiting for it to hit rock bottom) so we can gain conviction on our buy ideas, and it looks like it is quickly approaching.

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BHP Group: Stays conservative

By Adrian Prendergast

19 February 2020, 1:15 PM

Despite reporting no direct impact on demand, sales, deliveries or payments stemming from the Coronavirus, BHP decided to remain conservative by not flexing its H1 dividend and keeping gearing at the low end of its target range.

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Gold Sector: Q2-20 Overview

By Dorab Postmaster

05 February 2020, 1:51 PM

The Australian dollar gold price is currently trading at record highs. A strong gold price and weak A$ exchange rate equates to record high A$ gold prices. This positions A$ gold producers extremely favourably.

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Gold: Our top stock picks

By Dorab Postmaster

07 November 2019, 11:10 AM

While gold stocks have already posted strong performances, we see opportunities in junior and emerging companies as well as some larger producers such as Regis Resources that have pulled back to attractive levels.

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