Daily FNArena News

A glance through the latest expert views and predictions about commodities: coal; nickel; lithium; and aluminium

SPONSORED: At the start of 2021, the first six ASX-listed companies began improving their Environmental, Social and Governance (ESG) credentials and reporting their progress against the World Economic Forum’s 21 universal ESG metrics, using “ESG on-ramp” technology platform Socialsuite

Peter Warren Automotive is on track for sustainable growth and a further re-rating of the stock is likely from industry consolidation

Beyond the current price and earnings trough that led to Select Harvests’ horrible first half result, brokers remain confident a multi-year cyclical recovery in almond prices is just around the corner

Independent Investment Research updates developments among Australia’s listed investment companies and provides comparative data

Michael Gable of Fairmont Equities is keen on cyclicals as the ASX200 pushes higher and notes Bega Cheese is on the move.

Agricultural conditions may be the best they have been for some time, yet Costa Group can only offer a modest improvement to its earnings outlook for 2021

Stellar iron ore prices are supplying plenty of cash flow for Fortescue Metals so a modest lift in project costs has not induced panic

FNArena’s Monitor keeps track of corporate earnings result releases, including broker views, ratings and target price changes and beat/miss assessments

As equity markets recover from recent interest rate fears, brokers are centred on strategies to counter either re-emerging inflation or a cyclical slowdown