A glance through the latest expert views and predictions about commodities: Middle East impact on fertiliser; and sulphur for nickel production; Chinese mine disaster impact on met coal; and views on the rare earths market
Resolute Mining appears poised for a bullish breakout, Fairmont Equities’ Michael Gable reports, with tightening price action and improving momentum supporting further upside potential
Gentrack Group’s weaker share price reflects concern over delayed project wins and rising competition, yet analysts remain broadly positive on the long-term opportunity
While Brambles faces network disruption and repair constraints delaying margin recovery, some analysts believe these issues will prove temporary (repeated with amendments).
Investors should draw more confidence about the AI infrastructure boom from Nvidia’s latest quarterly update, Janus Henderson argues
James Hardie Industries’ controversial Azek acquisition is beginning to deliver synergy benefits as management targets a broader FY27 earnings inflection
Overviews in raw numbers and calculations that might assist investors with assessing trends and currents that might not be apparent from daily volatility and movements
FNArena’s Monitor keeps track of corporate earnings result releases, including broker views, ratings and target price changes and beat/miss assessments
Strong momentum in North American gaming operations, plus improving AI-driven productivity gains and resilient earnings growth, helped ease concerns around softer social casino trends, AI disruption and US casino demand for Aristocrat Leisure
AI is changing the world in many more ways than investors might realise. Time to adjust investment strategies, argues MFS’ Robert M. Almeida
