Oil prices and the US summer driving season; falling Australian East Coast gas prices; Indonesia's influence on nickel prices. Reopening of the Strait soon to become critical US summer driving season to limit US oil exports Falling demand for Australian E... See more
Rio Tinto’s March quarter copper production beat forecasts, offset by a cyclonic period for iron ore. Rio Tinto’s March quarter production a net beat thanks to copper Weather was an offset in the Pilbara and elsewhere across the portfolio Costs increasing... See more
BNPL company Zip Co’s update provides brokers with confidence the company is coping well in an uncertain macroeconomic climate. Zip Co posted a 'beat' on March quarter earnings US bad debts are low despite tough conditions Consumers spending on non-discre... See more
Dalrymple Bay Infrastructure is not a coal company, equating more to a utility, making it attractive in the current environment. Dalrymple Bay Infrastructure generates revenue irrespective of coal volumes Inflation-linked earnings and take-or-pay contract... See more
In a turbulent market, Sigma Healthcare could prove a defensive alternative driven by Chemist Warehouse’s value offering and the company’s international growth. Sigma Healthcare's solid first half overshadowed by war in the Middle East Chemist Warehouse a... See more
