In today’s briefing:
- Quiddity ASX Dec25 Results: 19/20 Correctly Predicted; US$770mn Combined One-Way Flow; Avoid Crowds
- ConocoPhillips: Inside Surmont & Montney- What Hidden Capacity Expansions Reveal About Its Strategy!
- Air Products and Chemicals: Large-Scale Hydrogen Megaprojects and Clean Energy Investments Reshaping Long-Term Growth!
- PPG Industries Reignites Momentum in Mexico—Is This the Start of a Major Comeback?
- TotalEnergies’ Namibia Power Play: What’s At Stake In The $3 Billion Mopane Deal?
- Wheaton Precious Metals: Why Its Cash-Rich War Chest Could Trigger a Mega Growth Cycle!
- Canadian Natural Resources: These Are The 4 Biggest Challenges In Its Path In 2026 & Beyond!
- EOG Resources Embarks on a High-Stakes LNG Bet; Will It Deliver A Positive Outcome?
Quiddity ASX Dec25 Results: 19/20 Correctly Predicted; US$770mn Combined One-Way Flow; Avoid Crowds
- The ADDs/DELs for the ASX index family for the December 2025 index rebal event were announced after market close on Friday 5th December 2025.
- There are 20 ADDs and 20 DELs collectively for ASX 50, ASX 100, and ASX 200. We got 19/20 predictions correct.
- In this insight, we take a look at our final flow expectations for each of these confirmed index changes.
ConocoPhillips: Inside Surmont & Montney- What Hidden Capacity Expansions Reveal About Its Strategy!
- ConocoPhillips’ third-quarter 2025 results reflect a solid performance marked by strategic shifts and ongoing projects that could influence future financial outcomes.
- The company reported production of 2,399,000 barrels of oil equivalent per day, surpassing the upper limit of its guidance and generating $1.61 per share in adjusted earnings.
- Operational efficiency is evidenced by decreased capital expenditures at $2.9 billion, and robust cash flow from operations amounting to $5.4 billion.
Air Products and Chemicals: Large-Scale Hydrogen Megaprojects and Clean Energy Investments Reshaping Long-Term Growth!
- Air Products and Chemicals, Inc. reported its fiscal year 2025 fourth-quarter results, reflecting a nuanced performance with both advancements and challenges.
- For the year, earnings per share reached $12.03, slightly above the midpoint of their full-year guidance.
- This suggests the company met its commitments despite facing a challenging economic environment.
PPG Industries Reignites Momentum in Mexico—Is This the Start of a Major Comeback?
- PPG Industries’ third-quarter 2025 results provide a mixed picture of the company’s current performance and future prospects.
- On one hand, the company achieved a 2% increase in organic sales growth, marking the third consecutive quarter of volume growth despite a challenging macroeconomic environment.
- PPG’s global reach and strong commercial execution contributed to share gains, particularly in its Industrial Coatings segments with automotive OEM and packaging coatings, as well as in its Performance Coatings segment, which saw robust growth in aerospace and protective and marine coatings.
TotalEnergies’ Namibia Power Play: What’s At Stake In The $3 Billion Mopane Deal?
- TotalEnergies reported strong financial results in the third quarter of 2025, demonstrating its commitment to a multi-faceted growth strategy.
- The company’s two-pillar focus on expanding its oil and gas production and enhancing downstream operations yielded significant benefits, even amidst a challenging pricing environment.
- On the positive side, TotalEnergies achieved impressive growth in its upstream segment.
Wheaton Precious Metals: Why Its Cash-Rich War Chest Could Trigger a Mega Growth Cycle!
- Wheaton Precious Metals presented its third quarter 2025 financial and operational results, projecting both accomplishments and challenges on its path forward.
- The streaming company reported record figures in revenue, earnings, and cash flow, catapulting it toward the upper end of its financial objectives for the year and underscoring its focus on long-life, low-cost assets.
- On the positive side, Wheaton’s notable performances from key assets such as Salobo and Antamina, as well as the initiation of production at Blackwater and Goose, resulted in the production of 173,000 gold equivalent ounces for the quarter.
Canadian Natural Resources: These Are The 4 Biggest Challenges In Its Path In 2026 & Beyond!
- Canadian Natural Resources Ltd. delivered a robust performance in the third quarter of 2025, highlighted by record production levels in both liquids and natural gas.
- The company achieved a total production of approximately 1.62 million barrels of oil equivalent (BOE) per day, signifying a substantial 19% increase compared to the same period the previous year.
- This notable performance was driven by strategic organic growth initiatives and accretive acquisitions, specifically including the acquisition of a 100% interest in the Albian oil sands mines, enhancing Canadian Natural’s oil sands portfolio and boosting production levels.
EOG Resources Embarks on a High-Stakes LNG Bet; Will It Deliver A Positive Outcome?
- EOG Resources showed strong performance in the third quarter of 2025, bolstered by strategic acquisitions and operational excellence.
- The recent acquisition of Encino is a significant milestone for the company, diversifying its production base and enhancing its free cash flow potential.
- The acquisition is seen as a strategic move, adding a high-return asset to EOG’s portfolio, which now includes foundational assets in the Delaware Basin, Eagle Ford, and Utica, along with emerging plays like Dorado and Powder River Basin.
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