A glance through the latest expert views and predictions about commodities: Lower base metal price forecasts; recommended resource shares; a greater iron ore surplus in 2023 and signposts for an easing of China’s zero-covid strategy
The security of non-China rare earths supply and an above-market view on EV growth has UBS re-initiating on Lynas Rare Earths with a Buy, although not everyone is so enthused
FNArena’s Treasure Chest reports on money making ideas from stockbrokers and other experts. Today’s idea is AMP
Despite a weaker production result in its third quarter, Coronado Resources has benefitted from strong price realisation
Michael Gable of Fairmont Equities notes WiseTech Global has broken out of a consolidating pattern, implying a move higher from here
FNArena’s Treasure Chest reports on money making ideas from stockbrokers and other experts. Today’s idea is NextDC
FNArena’s Monitor keeps track of corporate earnings result releases, including broker views, ratings and target price changes and beat/miss assessments
Tim Boreham notes small caps with cash on the balance sheet are the safer bet compared to ‘pre-revenue’ companies, and highlights several examples
Green revenue provided one of the few highlights in an otherwise dour, interest-rate hampered August reporting season, and this article checks out the season’s darlings: green commodities and mining services
A solid first quarter has not been enough for analysts to find upside value in Pilbara Minerals
