By Tom Sartor
23 March 2022, 12:30 PM
Among New Hope Corporation's (ASX:NHC) record 1H22 financials we are impressed with Bengalla’s strong volume outlook, helping to contain costs.
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By Tom Sartor
10 March 2022, 8:00 AM
Maintaining stable production, containing costs and the forward capital structure (liquidity vs returns) will be the focus at New Hope Corporation's (ASX:NHC) 1H result on March 22.
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By Adrian Prendergast
04 March 2022, 10:00 AM
The emergence of global inflation and geopolitical risks has resulted in rising uncertainty and some weakness across broader equity markets.
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By Chris Brown
01 March 2022, 12:30 PM
Allkem (ASX:AKE) reported 1H22 underlying net profit after tax of $57m (Morgans forecast $73m, Factset consensus $86m) which was impacted by the timing of merger.
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By Tom Sartor
21 February 2022, 4:00 PM
The slightly larger dividend was a modest surprise among strong CY21 financials for OZ Minerals (ASX:OZL).
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By Tom Sartor
04 February 2022, 8:00 AM
OZ Minerals' (ASX:OZL) 4Q and updated cost outlook showed a material impact from Covid-19 challenges and industry cost pressures.
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By Tom Sartor
25 January 2022, 11:00 AM
2Q cost pressure shouldn’t surprise in the context of industry-wide pressure. We now incorporate MATSAs into our earnings forecasts, contributing from February.
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By Tom Sartor
21 January 2022, 12:30 PM
We think today’s price weakness includes an over-reaction to downgraded FY22 physicals and cost guidance.
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By Chris Brown
20 January 2022, 9:00 AM
Spot lithium prices have hit new records and are putting pressure on contract prices. Tight supply is expected throughout 2022 with futures in contango.
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By Tom Sartor
20 October 2021, 7:00 AM
Whitehaven Coal's (ASX:WHC) 1Q production was broadly in-line with our expectations. Physical market feedback continues to suggest that upside risk to our base-case coal price forecasts will persist into 2022.
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