By Adrian Prendergast
24 January 2019, 1:25 PM
A weaker-than-expected 2Q operational result, although BHP expects a big 2H.
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By Adrian Prendergast
21 January 2019, 8:53 AM
Good 4Q but almost at target
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By Tom Sartor
30 November 2018, 2:24 PM
We initiate coverage with an Add recommendation
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By Chris Brown
21 November 2018, 12:33 PM
We visited Orocobre's lithium carbonate project in Argentina, and we were impressed.
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By Adrian Prendergast
02 November 2018, 8:26 AM
A great outcome for investors
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By Tom Sartor
22 October 2018, 3:52 PM
The market continues to under-appreciate OZL's valuation uplift as Carra transitions from peak capex this year into cash generation from 2020
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By Adrian Prendergast
19 October 2018, 7:39 AM
Sustained capital discipline and healthy demand fundamentals have delivered a potentially extended upcycle in resources, with BHP our top pick.
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By Adrian Prendergast
18 October 2018, 2:45 PM
We maintain our Add rating
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By Adrian Prendergast
21 September 2018, 9:14 AM
RIO plans to return the $3.2bn net proceeds from the sale of its remaining coal assets through a new off-market share buyback
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By Adrian Prendergast
23 August 2018, 3:00 PM
Three big buy ideas
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