BHP Group: Pumped about potash

By Adrian Prendergast

17 February 2021, 9:00 AM

BHP certainly had the ammunition for it, but we had not counted on the company paying out 85% of earnings for a record interim dividend in 1H21. Further, BHP has hoisted potash into its circle of most preferred “future facing” commodities, along with copper and nickel.  

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Australia Strategy: 2021 sector outlooks and strategies

By Tom Sartor

02 December 2020, 9:00 AM

Morgans research analysts re set their sector views, strategies and best stock ideas ahead of an accelerating economic recovery into 2021. The November market bounce was stunning, but we remind investors to continually re asses their portfolio exposures and to prepare for ongoing opportunities as we expect bumps in the road ahead.

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ALS: Firmly on the recovery trajectory

By Tom Sartor

19 November 2020, 3:45 PM

1H21 underlying financials met the market’s expectations helped by thorough disclosure through COVID. All indications suggest 1Q21 will mark the low-point in activity, with resilient margins and much stronger 2Q sample flows seen continuing into 2H21. We forecast earnings to recover back to pre-COVID levels during 1H22, contingent on avoiding further hard lockdowns in key geographies. Our blended valuation is based on our FY22 forecasts and adjus...

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