Big dividend raise from ASX mainstay
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Big dividend raise from ASX mainstay
Strong commodity pricing helps mining giant.
ASX gold miner overvalued despite stronger gold prices
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ASX gold miner overvalued despite stronger gold prices
Higher gold prices boosted profit yet shares remain materially overvalued.
Major ASX miner remains overvalued following production update
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Major ASX miner remains overvalued following production update
Iron ore strength keeps production on track despite lower copper output.
ASX giant falls short on copper guidance
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ASX giant falls short on copper guidance
Weak copper guidance appears temporary, but valuation concerns remain.
Australia’s largest gold miner downgraded on a falling gold price
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Australia’s largest gold miner downgraded on a falling gold price
A cooling gold price sees fair value cuts across the board.
Major ASX miner reduces aluminium exposure
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Major ASX miner reduces aluminium exposure
The Alcoa transaction unlocks value and sharpens ASX miners focus on base metals.
ASX gold miner under pressure to sell by activist investor
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ASX gold miner under pressure to sell by activist investor
Activist investor presses gold miner on selling to larger players.
World’s largest miner overvalued after solid quarter
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World’s largest miner overvalued after solid quarter
The ongoing war is likely to keep commodity prices even more volatile than usual until it is resolved.
Updating our commodity price assumptions
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Updating our commodity price assumptions
Our view as China’s steel production drops.
ASX coal miners will benefit from higher prices
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ASX coal miners will benefit from higher prices
Middle East conflict pushes coal prices higher.
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