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
Coles And Coal: Why Wesfarmers Is Expensive
Oct 04 2012
Wesfarmers’ success is dominated by Coles, but investors are ignoring coal’s contribution and price slide in valuing the group.
Material Matters: Iron Ore, Oil And Stock Preferences
Oct 04 2012
Analysts are starting to see a recovery in the iron ore market, oil price assumptions are revised, and sector stock preferences are updated.
Coal: From King To Pauper
Oct 03 2012
By Rudi Filapek-Vandyck, Editor FNArena When it comes to commodity markets, medium term developments are seldom the result of changes…
Material Matters: Base, Bulk And Precious Metals
Sep 27 2012
A glance through the latest expert views and predictions about commodities with BA-ML revising commodity forecasts and updates on the bulks, base and platinum group metals.
The Overnight Report: Nerves Creeping In
Sep 27 2012
Wall Street continues to slip, quietly, as the quarter-end approaches. Dow down 44. (Accessible only for subscribers before 10:15 AEDT)
The Overnight Report: Spain Is Revolting
Sep 26 2012
A profit warning from Caterpillar and riots in Madrid finally tipped Wall Street over last night. Dow down 101. (Accessible only for subscribers before 10:15 AEDT)
Material Matters: Outlook Commentary, Gold, Oil, Bulks And Aluminium
Sep 25 2012
A glance through the latest expert views and predictions about commodities with updated expectations for commodity markets, bullish views on gold and oil and commentary on bulks and aluminium.
Material Matters: China, Resources Sector Preferences, And Tin
Sep 20 2012
A glance through the latest expert views and predictions about commodities with forecasts and preferences in the sector updated, some positives from China and a review of the tin market.
Fortescue Buys Time, Rather Well
Sep 19 2012
Fortescue’s refinance is very positive, analysts suggest, and allows plenty of breathing space without completely removing iron ore price risk.
Weekly Broker Wrap: QE3, LNG, Coal And iPhones
Sep 17 2012
Last week saw local brokers cover a wide range of macro and sector specific commentary from QE3 to coal and LNG, with the new iPhone also featuring.
