Dec 3 2018
Resources & environment
Recent Research
Tullow Oil, Capital Markets Day update
Nov 29 2018
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Kenmare
Capital Markets Day reflections and Q3 update on 2018 fiscal outlook
Kenmare’s maiden Capital Markets Day (CMD) and its stated intention to pay a dividend mark further steps in its efforts to present itself as an investment proposition based on mining...
Kenmare
End markets drive record sales and profits; no change to forecast for year
A well guided outcome for the first half of 2018 produced a comfortingly predictable fiscal performance. The results and subsequent conference call indicate that the group looks to be...
Tullow Oil
Free (er) to chose
Throwing off the shackles is perhaps too strong a description, but Tullow’s interim results begin to point to a much-improved landscape for the group. A better oil price, a growing...
Providence Resources
Official confirmation of Porcupine Basin Dunquin South target
While elements of the data were already available to industry, the news confirms the receipt and analysis of the full seismic data set by the operator and participants in the Dunquin...
Kenmare
Grinding out the numbers
Kenmare’s H1 production performance contains a number of solid aspects. Q2 production has improved on Q1 and shipments achieved a new quarterly record, reflecting a very solid...
Aminex
Ruvuma farm-out secures way forward
Notwithstanding the recovery in oil prices and the general pick up in oil and gas sectors, it remains difficult for smaller participants in the industry to finance and advance frontier...
Ormonde Mining
2017 results report that tungsten project is on budget and schedule
The 2017 results contain little by the way of relevant fiscal information at this stage as the mine is still being built. However, the report does show a couple of things. The project is...
Premier Oil
Steady as she goes
Premier Oil’s operating update is characterised by a steady and predictable performance, with most events and metrics within guidelines. This is exactly what is required for a group on...
Falcon Oil and Gas
Beetaloo turns into multi-play asset
A technical paper by Origin, the operator, informs us that the Beetaloo Basin in Northern Australia has the potential to be a multi-play asset. At its simplest, greater resource density...
