Morgans rates Boss Energy, Northern Star and Woodside shares as accumulate, accumulate and hold
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Broker commentary on three Australian resource names is mixed: Boss Energy met broader guidance but Alta Mesa materially missed consensus due to permitting delays; Northern Star's cost beats were offset by a valuation-driven downgrade after a rebound; Woodside's revenue beat was partly marketing-led while higher net debt looked timing-related. Overall, the updates are stock-specific with limited broader read-through for commodities in the near term.
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AI تجزیاتی سمجھ · NCCOGOLD2USD/USDTAI تجزیاتی سمجھ
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⚠️ AI سے تیار کردہ تجزیاتی سمجھ خبروں کے مواد پر مبنی ہے اور صرف معلوماتی مقاصد کے لیے فراہم کی گئی ہے۔ یہ سرمایہ کاری کا مشورہ نہیں ہے اور نہ ہی BingX کے خیالات کی نمائندگی کرتی ہے۔ سرمایہ کاری میں رسک شامل ہے۔ براہ کرم ذمہ داری سے ٹریڈ کریں۔
Boss Energy (ASX: BOE) reported a quarterly operating update, with Alta Mesa producing 362klb of uranium in 4Q FY2024, up 79% quarter on quarter, meeting its full-year production guidance. However, Alta Mesa’s output was just 45klb on a 100% basis, about 78% below market consensus, as permitting delays held back the start-up of new wellfields. The stock was kept at an ACCUMULATE rating, while the target price was cut to A$1.40 from A$1.55.
