Iron Ore
Brokers brushed aside a robust first half result for Aurizon, instead looking at the issues which cloud the outlook beyond FY17.
Feb 14 2017
A glance through the latest expert views and predictions about commodities. China and coal; ASX gold sector; outlook for energy sector; iron ore prices.
Feb 09 2017
A glance through the latest expert views and predictions about commodities. Silver use in PV cells; tight zinc markets; China’s coal policies; dividend outlook for miners.
Jan 30 2017
BlueScope Steel has upgraded earnings estimates for the first half and brokers welcome the work done to improve the outlook and balance sheet.
Jan 25 2017
Previous Stories
Metal Matters: Australian Dollar, Iron Ore, Tin And Gold
May 16 2013
Brokers ask if the recent Australian dollar weakness can help miners, see iron ore prices underpinned, tin in short supply and a deflation threat to gold.
The Overnight Report: Weaker Data, Stronger Market
May 16 2013
Fed exit? Not on last night’s US data. The longer the Fed stays, the more Wall Street rallies. Dow up 60. (Accessible only for subscribers before 10:15 AEST)
Diversified Resources Turning Into… Banks!?
May 15 2013
By Rudi Filapek-Vandyck, Editor FNArena On my observations, it is not well appreciated among market commentators, financial journalists and analysts…
The Overnight Report: Running On Adrenalin
May 15 2013
The rising stock market and rising US dollar are feeding on each other to maintain the momentum on Wall Street. Dow up 123. (Accessible only for subscribers before 10:15 AEST)
Iron Ore Prices Will Fall But How Far?
May 14 2013
Iron ore supply is increasing and there are fears the price will plunge. Commonwealth Bank analysts take a look at what is most likely.
The Overnight Report: In Through The Out Door
May 14 2013
The timing of a Fed exit is the new hot topic on Wall Street, yet stocks closed flat last night. Dow down 26. (Accessible only for subscribers before 10:15 AEST)
Rio Shareholders Should Not Hold Their Breath
May 13 2013
Yield-hungry shareholders are angry at Rio for not providing hand-outs, but management insists a pared back growth strategy is the right path for now.
Weekly Broker Wrap: FY14 Outlook May Be Overly Optimistic
May 13 2013
Brokers ask whether the market outlook is overly optimistic, note the rise of self managed super funds and ponder the value of Telstra’s fixed asset base.
Material Matters: Weak Prices, Base Metals, Oil And Oil Stocks
May 10 2013
Commodity prices remain weak and base metal surpluses are expected, while a resilient oil price puts the spotlight on mid cap oil stocks.
The Overnight Report: Greenback Surges
May 10 2013
No one’s entirely sure why, but last night the US dollar exploded through 100 yen and sent all other currencies, including the Aussie, tumbling. Dow down 22. (Accessible only for subscribers before 10:15 AEST)
