by Rowan Goeller | Oct 4, 2021 | Construction and Basic Materials
Key message: 1H FY22 will get a boost from high iron ore prices, but the recent iron price pullback is not unexpected and built into our forecast. Growth is driven by production increases, not higher than normal commodity prices. Afrimat released a Trading Update for...
by Rowan Goeller | Sep 30, 2021 | Construction and Basic Materials
Key message: a positive trading update with the removal of an undertaking for a capital raise the highlight. PPC released a restructuring and operational update for the six months to September 2021.The highlight is the removal of the undertaking for a capital raise as...
by Rowan Goeller | Sep 7, 2021 | Construction and Basic Materials
Key message: Actively managing down the order book should improve the quality of earnings. Signs of a recovery in the mining sector is a positive for WBO. WBHO released FY21 results. HEPS swung back to profitability with reduced loses in Australia off an 11% decline...
