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
Top Ten Weekly Recommendation, Target Price, Earnings Forecast Changes
Sep 17 2012
Weekly update on recommendation, target price, and earnings forecast changes.
Material Matters: Troubled Aluminium, Pumped Up Oil, And Gold
Sep 14 2012
A glance through the latest expert views and predictions about commodities with Barclays Capital updating forecasts, Citi reiterating oil price estimates and reviews of aluminium, bulks and gold.
Material Matters: Analysts Turn Positive On Commodities Exposure
Sep 13 2012
A glance through the latest expert views and predictions about commodities with both Standard Chartered and UBS turning more bullish resources plus updates on the bulks and mineral sands.
The Mining Boom Is Not Over
Sep 13 2012
Falling iron ore prices and shelved capex plans have the market running scared, but analysts ensure Australia’s mining boom is far from over.
The Short Report
Sep 12 2012
FNArena’s weekly update on short positions in the Australian share market.
Iron Ore Prices And The RBA
Sep 07 2012
Jonathan Barratt of Barratt’s Bulletin discusses the normalising of the iron ore industry and its impact on the Australian economy.
ASX Materials Index Remains Weak
Sep 05 2012
The Chartist analyses the down-trend for the ASX Materials Index (the miners).
Stockbrokers More Cautious On Fortescue
Sep 05 2012
Weak iron ore prices have forced Fortescue Metals to defer expansion plans and while some brokers continue to see value, recommendation downgrades have followed.
The Short Report
Sep 05 2012
FNArena’s weekly update on short positions in the Australian share market.
Material Matters: Weak Iron Ore Prices, Resource Sector Models Updated
Sep 03 2012
A glance through the latest expert views and predictions about commodities, with UBS and Macquarie assessing the impact of weak iron ore prices and Goldman Sachs reviewing resource sector models.
