Investors savaged Nufarm stock as oversupply of fish oil hit prices in a key product line. We think the reaction is overdone.

Markets seem overly bearish on this ASX oil and gas heavyweight, which appears to have overlooked secular tailwinds in its favour.

Mineral Resources shares are down almost 50% year to date. Mark Taylor weighs in on some of the reasons why.

First quarter results are strong and debt levels have dropped.

Along with the narrow moat rating we raised our fair value by 12%.

We take a different view than the market on Woodside shares.

Morningstar energy analyst Mark Taylor discusses progress at Santos' two big growth projects, the outlook for gas demand, and why Santos shares look...

Guidance creditably maintained despite cyclones. 

Our fair value estimate holds up better than the share price.  

The industrial services and energy conglomerate is launching an off-market mop-up bid for the 28.4% of the construction materials specialist it...