By Adrian Prendergast
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.
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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.
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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.
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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.
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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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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.
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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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