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. Read more...
Origin Energy: Energy markets performance will drag By Max Vickerson 04 November 2019, 2:15 PM Our long-term view of upside in the Brent oil price hasn’t changed but we think there’s not enough upside in our valuation to warrant buying the stock here. Read more...
Rio Tinto: Tracking to plan By Adrian Prendergast 17 October 2019, 11:30 AM RIO is trading near fair value, but we expect near-term iron ore volatility could uncover a better entry point Read more...
Our preferred oil sector exposures By Adrian Prendergast 17 September 2019, 12:00 AM We reveal our preferred oil sector stock picks following the Saudi oil refinery attack which sparked a +19 surge in oil prices. Read more...
Rocks and Stocks: Still value to be found in gold By Dorab Postmaster 06 August 2019, 5:00 PM Geopolitical uncertainty, made worse by ongoing US-China trade fears, has shepherded investors into gold and the US dollar (global reserve currency) as a safe haven. Read more...
Rio Tinto: Delivers special dividend By Adrian Prendergast 02 August 2019, 5:43 PM Rio Tinto (ASX:RIO) is trading close to fair value, although has ongoing capital management potential. Read more...
2019 Noosa Conference Wrap By Adrian Prendergast 25 July 2019, 12:55 PM We look back on what was another stellar Noosa Mining & Exploration Conference, which was held on July 17-19. Read more...
BHP Group: Chance for a special dividend By Adrian Prendergast 22 July 2019, 12:36 PM We see strong potential for BHP to also announce a special dividend of US$0.40ps when it reports its full year FY19 earnings next month. Read more...
Rio Tinto – Great shape justifies hefty price By Adrian Prendergast 11 July 2019, 9:45 AM After a review of our assumptions and forecasts for RIO, along with a mark-to-market on our iron ore forecasts, we lift our valuation. Read more...
Rocks & Stocks: Junior Miners Buy when no one's shopping By Tom Sartor 02 July 2019, 3:14 PM Market interest in the Juniors is depressed despite the fact the large miners – and their shareholders – are reaping the cash flow rewards of a production boom. Read more...