By Max Vickerson
09 September 2022, 7:00 AM
Allkem’s (ASX:AKE) share price soared 8% today and 26% in the last month.
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By Tom Sartor
26 August 2022, 3:00 PM
The in-line 1H22 result takes a back seat to OZ Minerals (ASX:OZL) launching into takeover defence mode.
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By Tom Sartor
26 August 2022, 7:00 AM
Whitehaven Coal's (ASX:WHC) key FY22 financials were in line, but the dividend, as well as FY23 production/cost/capex guidance, were all slightly worse than expected.
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By Tom Sartor
24 August 2022, 7:30 AM
1H23 NPAT guidance issued at ALS Limited’s (ASX:ALQ) AGM was well above expectations.
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By Tom Sartor
23 August 2022, 7:00 AM
New Hope Corporation's (ASX:NHC) 4Q Production/Sales were more resilient to disruption than we had feared.
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By Adrian Prendergast
17 August 2022, 8:00 AM
Strong result with a final dividend beat. BHP continues to show it is better positioned than most (all?) of its peers. View our analysis.
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By Tom Sartor
09 August 2022, 7:00 AM
OZ Minerals (ASX:OZL) has rejected BHP’s $25ps indicative takeover proposal, which we concur looks highly opportunistic and undervalues OZL.
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By Adrian Prendergast
26 July 2022, 12:00 AM
BHP delivered a solid 4Q22 operational result and unit cost performance, although the FY23 guidance set looks soft versus current consensus expectations.
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By Adrian Prendergast
13 July 2022, 9:00 AM
We see oil prices staying higher in the long term but also an undeniable increase in the cost of capital for the oil and gas sector. We have reviewed our funding assumptions leading to an increase in sector WACCs.
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By Tom Sartor
22 June 2022, 9:00 AM
We adjust our modelling inputs around prices and costs (both slightly higher) and for the new QLD royalty regime to apply from July 1.
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