Coronado Global Resources: A global met coal player of scale By Tom Sartor, 30 November 2018, 2:24 PM Senior Analyst Sectors Covered: Resources, Metals We initiate coverage with an Add recommendation
Orocobre: The site visit By Chris Brown, 21 November 2018, 12:33 PM Senior Analyst Sectors Covered: Emerging resource sector We visited Orocobre's lithium carbonate project in Argentina, and we were impressed.
BHP Billiton: Announces buy-back and special dividend By Adrian Prendergast, 02 November 2018, 8:26 AM Senior Analyst Sectors Covered: Mining, Energy A great outcome for investors
OZ Minerals: Conviction thesis intact By Tom Sartor, 22 October 2018, 3:52 PM Senior Analyst Sectors Covered: Resources, Metals The market continues to under-appreciate OZL's valuation uplift as Carra transitions from peak capex this year into cash generation from 2020
BHP Billiton: Scalable upcycle By Adrian Prendergast, 19 October 2018, 7:39 AM Senior Analyst Sectors Covered: Mining, Energy Sustained capital discipline and healthy demand fundamentals have delivered a potentially extended upcycle in resources, with BHP our top pick.
Rio Tinto: Strategy shifting gears By Adrian Prendergast, 18 October 2018, 2:45 PM Senior Analyst Sectors Covered: Mining, Energy We maintain our Add rating
Rio Tinto – Plugs proceeds into new buyback By Adrian Prendergast, 21 September 2018, 9:14 AM Senior Analyst Sectors Covered: Mining, Energy RIO plans to return the $3.2bn net proceeds from the sale of its remaining coal assets through a new off-market share buyback
Reporting Season Results: BHP, Oil Search, Senex Energy By Adrian Prendergast, 23 August 2018, 3:00 PM Senior Analyst Sectors Covered: Mining, Energy Three big buy ideas
Video: Orocobre Company Update By Chris Brown, 02 August 2018, 2:08 PM Senior Analyst Sectors Covered: Emerging resource sector Production as expected, costs down, price up
Evolution Mining: The quarterly – and since By Chris Brown, 02 August 2018, 8:24 AM Senior Analyst Sectors Covered: Emerging resource sector The La Mancha sale has re-based the EVN share price