Daily FNArena News

Miners such as BHP may force a re-evaluation of treatment and refining charges in the copper smelting industry.

The end has come to a rocky relationship between a mid-tier gold miner and a leading stockbroker. Citigroup has ceased coverage on Croesus Mining.

The March quarter saw the highest volume of net producer de-hedging measured since late 2002.

Both Citigroup and Macquarie like Gunns longer term, but they disagree on the short to medium term outlook.

Global demand for commodities will abate from here on and the markets will have to adjust to the new situation, BCA says.

UBS predicts continuing negative growth for FTA TV in the June half of this financial year. While Seven looks best on ratings, PBL is the only broadcaster not to be revalued downwards.

BHP and RIO are named as potential suitors for Alcan, but rumour has it the real target is Alcoa.

The great media evolution continues as Unwired signs up for Fairfax and Macquarie Radio news services, having already secured Google.

Economists’ measures of risk appetite have collapsed left, right and centre either before or during May. Trying to interpret a meaning is the tricky part, as views differ.

CommBank’s Capurso sees a correlation with China to explain ongoing high business spending plans in Australia. TD Securities’ Koukoulas thinks it could be all too much too late. Maybe the RBA has to step in down the track?