By Adrian Prendergast
02 November 2018, 8:26 AM
A great outcome for investors
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By Tom Sartor
22 October 2018, 3:52 PM
The market continues to under-appreciate OZL's valuation uplift as Carra transitions from peak capex this year into cash generation from 2020
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By Adrian Prendergast
19 October 2018, 7:39 AM
Sustained capital discipline and healthy demand fundamentals have delivered a potentially extended upcycle in resources, with BHP our top pick.
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By Adrian Prendergast
18 October 2018, 2:45 PM
We maintain our Add rating
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By Adrian Prendergast
21 September 2018, 9:14 AM
RIO plans to return the $3.2bn net proceeds from the sale of its remaining coal assets through a new off-market share buyback
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By Adrian Prendergast
23 August 2018, 3:00 PM
Three big buy ideas
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By Chris Brown
02 August 2018, 2:08 PM
Production as expected, costs down, price up
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By Chris Brown
02 August 2018, 8:24 AM
The La Mancha sale has re-based the EVN share price
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By Tom Sartor
25 July 2018, 3:40 PM
Our key picks from Noosa 2018 include producers which look cheap relative to their cashflows, under-appreciated developers, and explorers with upcoming drilling which could prove transformational.
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By Adrian Prendergast
22 June 2018, 11:40 AM
Infrastructure deal de-risks Project Atlas
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