By Adrian Prendergast
23 January 2020, 1:20 PM
Overall a positive second quarter operational result from BHP.
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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.
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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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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.
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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
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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.
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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.
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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.
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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.
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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.
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