Company Interview / the COB: go with the flow

Despite a negative start, the S&P/ASX 200 climbed to end relatively flat - up 2.8  points this Thursday.Despite BHP and CBA in the red, September quarter reports from gold miners reassured investors. Regis Resources climbed 4.5% higher on a reaffirmed production and cost guidance. Meanwhile, new sanctions on Russia, a major oil producer, sent oil prices higher. As a result, Karoon topped the 200 by percentage change (it also posted a quarterly prodction report) & Ampol gained 4.1% during today’s session. Woodside made a similar 4.3% gain while also signing a strategic partnership with the US infrastructure developer Williams. Elsewhere, Deep Yellow slid by 3.3% despite saying that the uranium market is experiencing supply deficits, which would be a positive for its outlook. It seems the stock is still reeling from the abrupt departure of its CEO.In other company news, IAG lifted its FY26 guidance and shares ticked 1.4% higher. Looking ahead, more miners’s reports are expected on Friday from Newmont, PLS and Whitehaven Coal.