Morgans Blog | Morgans

Rio Tinto: Positioned to weather the storm

20 April 2020, 12:50 PM

Concern around short-term metal prices for the sector remains, but we maintain our preference for RIO with an Add rating.

Podcast - Oil Price & OPEC

By Adrian Prendergast

16 April 2020, 12:52 PM

I provide an update on the latest developments in the oil market, following the announcement from OPEC+ of record supply cuts. I also detail our top picks across the sector.

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.

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.

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.

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.

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.

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.