Morgans Blog | Morgans

Rocks and Stocks: Still value to be found in gold

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.

Rio Tinto: Delivers special dividend

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.

2019 Noosa Conference Wrap

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.

BHP Group: Chance for a special dividend

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.

Rio Tinto – Great shape justifies hefty price

By Adrian Prendergast

11 July 2019, 9:45 AM

After a review of our assumptions and forecasts for RIO, along with a mark-to-market on our iron ore forecasts, we lift our valuation.

Rocks & Stocks: Junior Miners Buy when no one's shopping

By Tom Sartor

02 July 2019, 3:14 PM

Market interest in the Juniors is depressed despite the fact the large miners – and their shareholders – are reaping the cash flow rewards of a production boom.