Daily FNArena News

The main positive from the South 32 quarterly production numbers was the performance of manganese assets while thermal coal was a key point of weakness.

Consensus is that it’s not a matter of ‘if’ for coal’s decline but ‘when’. In this second part, FNArena reviews direct impacts from regulators, court cases, new taxes and changing public opinion.

Brokers weigh up a subdued outlook for major banks ahead of interim reports in early May. Dividend reductions are considered highly probable, particularly at National Australia Bank.

Ahead of the Herd’s Rick Mills explains why the rare element palladium is becoming ever more valuable.

Lithium sales were significantly lower in the March quarter for Galaxy Resources, while the sell-down process for Sal de Vida has been formally closed without a deal.

Michael Gable of Fairmont Equities suggests that after a big correction, ARB Corp is now making its way back.

A glance through the latest expert views and predictions about commodities. Mining services; gas; iron ore; and lithium.

Sales growth for the Brambles’ CHEP business reflected strong price realisation and customer expansion in the US, but the critical issue for brokers is easing cost inflation.

Cochlear has launched its MRI-compatible implant but brokers do not expect the new product will impact revenue and market share until FY20.

Elevated inventory persisted over the March quarter amid falling sales for Blackmores, which has recognised the need to reposition its business to better cater for the Chinese market.