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. Read more...
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. Read more...
BHP Group: May need to make up ground By Adrian Prendergast 23 January 2020, 1:20 PM Overall a positive second quarter operational result from BHP. Read more...
Rio Tinto: Could be another div surprise By Adrian Prendergast 20 January 2020, 3:50 PM Reporting a solid Q4 for its flagship iron ore operations, we see Rio as having notable potential for announcing a special dividend at its February result. Read more...
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...