Daily FNArena News

Brokers are adding up the substantial returns expected from Rio Tinto over the next 12 months, as the company signals an intention to pay out proceeds from asset sales.

Steven Everett of Belvedere Share Managers recounts his own experience to identify a common mistake investors make.

The potential for costs to creep back into production from sourcing satellite ore was a feature of Regis Resources’ June quarter report, instigating a sell off in the shares.

Senex Energy’s Surat Basin projects have received a boost from the securing of a senior debt facility.

A glance through the latest expert views and predictions about commodities. China’s greener policies are leading to increased burning of coal, for now, while the US shale revolution is hampered by infrastructure constraints with RBC Capital worried about short term outlook for iron ore prices.

Cash conversion was strong at GUD Holdings in FY18 and brokers highlight the potential for the company to consolidate its position in the automotive segment.

Reactions to Independence Group’s downgrade to reserves at Nova have been mixed but brokers generally agree mine life has been shortened.

Michael Gable of Fairmont Equities suggests watching for a breakout for TechnologyOne, with a return to the uptrend on the cards.

Peter Switzer of the Switzer Super Report tuns to pictorial evidence to support his positive view.

Delays to the high-grade feed at Monty and the looming end to DeGrussa’s mine life are pressuring Sandfire Resources to find and develop more copper-gold resources.