Energy / Resources
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MEDIA
Share buybacks allow investors to scoop up a bigger stake
Roger Montgomery
February 22, 2014
In this column, published in The Australian, I discuss what share buybacks mean for investors in light of the possible impending buyback of shares by BHP Billiton. Read here.
by Roger Montgomery Posted in Energy / Resources, In the Press.
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The Capital and Exploration Expenditure Cut – It’s Only Just Begun!
Ben MacNevin
February 20, 2014
Shareholders of Rio Tinto (ASX:RIO) and BHP Billiton (ASX:BHP), the world’s largest mining companies, have been pleased with their recently released profit announcements. Yet, upon closer inspection, shareholders of some mining services companies may not be pleased. continue…
by Ben MacNevin Posted in Companies, Energy / Resources.
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Downer EDI focus on cash-flow generation
David Buckland
February 6, 2014
Downer EDI (ASX:DOW) provides engineering and infrastructure management services to customers in the minerals, hydrocarbons, power and transport sectors. In the past three half-year periods, their revenue has declined sequentially from $4.7 billion, to $4.4 billion, to $3.9 billion. continue…
by David Buckland Posted in Energy / Resources.
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Following the gold
Tim Kelley
January 8, 2014
Today’s AFR carries an article on gold prices, and makes the point that this time last year, nearly all analysts who followed gold expected the price to rise in 2013. In contrast, gold experienced its worst year since 1981. continue…
by Tim Kelley Posted in Energy / Resources, Insightful Insights.
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The Australian based gas exporters (Part 3)
David Buckland
December 12, 2013
The Fukushima nuclear disaster in March 2011 has seen Japan become the world’s largest LNG buyer, with its gas demand boosted by nearly 25 per cent after shutdown of all nuclear power generating capacity. As the chart below shows, this has seen the Japanese LNG monthly average price move up to around US$16-$18 per million British thermal units (MBtu). continue…
by David Buckland Posted in Energy / Resources.
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A minefield for mining services investors
Russell Muldoon
December 5, 2013
Things are looking tough for the Mining Services sector. Intense competition, falling revenue and lower margins were laid bare in the latest round of Annual General Meeting (AGM) presentations. continue…
by Russell Muldoon Posted in Energy / Resources.
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The Australian based gas exporters (part 2)
David Buckland
December 4, 2013
As we discussed in a post last month, it is unlikely that there will be any new Australian offshore “greenfield” LNG projects, except for floating LNG facilities. continue…
by David Buckland Posted in Energy / Resources.
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The Australian Based Gas Exporters
David Buckland
November 21, 2013
There are seven Australian based LNG projects coming on stream over the next five years, which have a combined capacity of 83.2 billion cubic metres (bcm) and account for around 60 per cent of the 138 bcm under construction worldwide. continue…
by David Buckland Posted in Energy / Resources.
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Monadelphous: leader of the pack?
Roger Montgomery
October 28, 2013
Sometimes it’s easy to identify the source of competitive advantage that drives the performance of a great business. For example, it may be intellectual property supported by large R&D investments in the case of companies like Resmed or Cochlear; it may be network effects and a dominant market position in the case of businesses like REA Group or Carsales; or it may be ownership of long life, very low cost resources for a mining company. continue…
by Roger Montgomery Posted in Companies, Energy / Resources.
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Minerals Industry Jobs – unemployment rising
Roger Montgomery
October 3, 2013
Last week, the President of AusIMM – The Minerals Institute, released the details of AusIMM’s important project exploring the employment status and experiences of minerals industry professionals over the past 12 months. continue…
by Roger Montgomery Posted in Energy / Resources.
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