ASX:OZL

What Mattered Today; The travel stocks take flight

James Gerrish
James Gerrish Market Matters / Shaw and Partners

The ASX was strong in early trade today before some selling kicked in and we traded down ~20pts from the highs, however when considering that S&P Futures in the US were trading -0.32% during our afternoon, we fared well in a relative sense. A similar story played out yesterday, and... Show More

A good year ahead for resources

Tim Hannon
Tim Hannon Newgate Capital Partners

We have argued the case for an exposure to the resources sector for over 12 months. Despite the excellent performance of the sector over this period, we continue to remain confident as our multi-pronged investment case remains intact. Show More

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Where in the mining cycle are we today?

Hugh Dive
Hugh Dive Atlas Funds Management

Unlike industrial companies such as Amcor or Transurban, profits for mining companies are inherently cyclical. The earnings from mining companies are subject to booms and busts, largely outside the control of their management teams. This occurs as ultimately any company producing a commodity is a “price taker” not a “price... Show More

resources mining cycle ASX:BCI ASX:OZL ASX:RIO

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See what The CEO's thought of Commodities, US Tax Reform and Heavy Industry this week

NAOS Asset Management
NAOS Asset Management Listed Investment Companies (LICs) ASX: NCC, ASX: NAC, ASX: NSC

“Tax reform gives us the opportunity to be more competitive globally and to accelerate plans for the U.S. Some guiding themes are clear and consistent with how we've been investing — lower prices for customers, better wages and training for associates and investments in the future of our company, including... Show More

ASX:HVN ASX:OZL ASX:WES ASX:MPL ASX:NAC ASX:NCC ASX:NSC NYSE:WMT

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What Mattered Today: Production numbers pick up pace

James Gerrish
James Gerrish Market Matters / Shaw and Partners

Commodities and banks both ended lower, resigning the market to a second consecutive fall. Selling was sustained throughout the day, mostly driven by overnight leads from the US, which reopened after a long weekend, and also soft commodity numbers in overseas trade. The big 4 all finished lower, while BHP... Show More

ASX:OZL ASX:SRX ASX:S32

What Mattered Today; Sellers dominate

James Gerrish
James Gerrish Market Matters / Shaw and Partners

More of the same today only on a bigger scale with early optimism met with some decent selling later in the session after the market traded to a 10 year high of 6150 on the ASX 200 during morning trade. As we cautioned yesterday a market that is trading in... Show More

ASX:MFG ASX:OZL ASX:PTM ASX:SYR

What Mattered Today: TPG ontrack

James Gerrish
James Gerrish Market Matters / Shaw and Partners

Weakness in the commodity complex overnight weighed on the ASX today with the index finishing in the red for the 3rd straight day. Copper the main target overnight and that provided the topic for our AM report this morning. Last night’s fall in Copper was blamed mainly on a stronger... Show More

ASX:OZL ASX:TPM ASX:CTD

Red River chief fears zinc miner will be snapped up ‘on the cheap’

Barry FitzGerald
Barry FitzGerald Independent Journalist

Red River’s MD says it would be a “tragedy” if his Queensland zinc miner is hit with a low-ball offer just as cashflow is set to surge and exploration offers much blue sky. Plus, Cassini tipped to bounce back as investors digest Oz Minerals’ deal with the base metals explorer. Show More

copper zinc nickel ASX:OZL ASX:CZI ASX:RVR

First Impressions from Reporting: STO, SCG, S32, OZL, MYO, FLT

Bell Potter
Bell Potter Stockbroker

In this daily reporting season update, we provide first impressions on key takeouts from companies reporting today, including Santos (STO), Scentre Group (SCG), South32 (S32), OZ Minerals (OZL), MYOB Group (MYO) and Flight Centre (FLT) with links through to more detailed reports. Show More

ASX:FLT ASX:OZL ASX:STO ASX:S32 ASX:SCG ASX:MYO

Copper fizzing at the bungs as supply-demand outlook tightens

Barry FitzGerald
Barry FitzGerald Independent Journalist

Growing confidence in the Chinese economy, forecasts of an electric vehicle boom and a tightening supply outlook have sent the copper price to a two-year high with forecasts of more to come. Plus, Oklo shares get a wriggle on as first assays dribble in from its Mali gold project. Show More

gold copper ASX:BHP ASX:OZL ASX:RIO ASX:SFR ASX:OKU ASX:AVI SolGold

Sunset Strip > Trading Day Wrap From Blue Ocean 20170726

Mathan Somasundaram
Mathan Somasundaram Blue Ocean Equities

Local market moved higher on better commodity prices and positive US reporting cycle. The market has been flip flopping all July…9 up days and 9 down days…July cycle so far has only delivered two consecutive positive days and we just had it. US Fed update early tomorrow morning…will set the... Show More

Australian share market in subdued mood as investors stay away

Tristan K'Nell
Tristan K'Nell CCZ Statton Equities

The Australian share market in a subdued mood heading into the close the index up only 6 points after a volatile week. A flat lead from Wall Street and more negative sentiment on the big banks doing little to spur sentiment. The market had been sold off in early trade... Show More

Aussie market in risk off mood as energy & financials weigh on market

Tristan K'Nell
Tristan K'Nell CCZ Statton Equities

The Australian share market deep in the red on the back of lower oil and commodity prices overnight, with some heavy selling from the opening bell to see a risk off mood today. The selling continued into the afternoon, hitting a daily low around 2:30pm to be trading down 86... Show More

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OZ Minerals and Asaleo Care - First Impressions from reporting

Bell Potter
Bell Potter Stockbroker

OZ Minerals (OZL): Operating cash flow $324.1m was a reduction of $105.7m compared to pcp as a result of lower concentration sales partially offset by cost reduction program. | Outlook: Copper production*105,000 to 115,000 tonnes Gold production*115,000 to 125,000 ounces Allin sustaining cost US 120c -US 130c/lb All in sustaining... Show More

ASX:OZL Longform ASX:AHY February 2017 Reporting Season

Disruption fires up copper bulls

Barry FitzGerald
Barry FitzGerald Independent Journalist

Unlike iron ore, the bulls are out in force when it comes to copper. Show More

resources junior resources ASX:OZL Longform ASX:AVB ASX:IVR

Resources and the Cycle

Tim Hannon
Tim Hannon Newgate Capital Partners

The resources industry performed well over 2016 and it may appear to some that it is ‘too late’ to increase exposure to the sector. Our analysis suggests that the recovery remains in its early stage. In making our case we have written the following research piece providing eight justifications for... Show More

Mining dominates ASX200 leader board

Alex Cowie
Alex Cowie Livewire Markets

Mining, and mining related companies, completely dominate the list of the best performing ASX200 stocks over the last twelve months (Click below for table). And with US rates surging again on last night’s Fed decision, the push to value continues. In last week’s Buy Hold Sell, we hosted Value investing... Show More

Changing times for smallcaps

UBS Asset Management
UBS Asset Management Fund Manager

The environment for equity investing has become a little more challenging in recent months in the wake of developments such as Brexit and the Trump presidency. Rising longer term interest rates (bond yields) and the risk of higher inflation in developed economies (fiscal policy returning to the fore?) has seen... Show More

Five quality resource midcaps

Jim Copland
Jim Copland IFM Investors

In the short-term, zinc and nickel look reasonable based on their respective supply side constraints. We’re not getting carried away with the outlook for China in terms of demand, but equally we don’t expect a financial or policy crisis there in the short to medium-term. Independence Group is a predominantly... Show More

OZ Minerals Half Year Result - Strong result for OZL but keep an eye on falling copper prices

CommSec
CommSec Online Stockbroker

Australian based, copper and gold miner, OZ Minerals (OZL) reported a stronger than expected half year result for the start of the 2016 calendar year, thanks to strong cost controls and the fall in the Australian dollar. OZ minerals has already reported its production numbers for the half and advised... Show More

oz minerals ASX:OZL August 2016 Reporting Season