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
Weekly Broker Wrap: China, Steel And The Carbon Tax
Sep 03 2012
With the reporting season wrapping up last week, we look at what brokers had to say about the big iron ore plays, Chinese stimulus and the carbon tax.
Cleveland Offers Brazilian Exposure
Aug 30 2012
Cleveland Mining is developing gold and iron ore projects in Brazil and following a site visit DJ Carmichael initiates coverage with a Speculative Buy rating.
Forecasting Commodity Prices For 2016
Aug 30 2012
CRU Group has updated its medium term price expectations across the spectrum of metals, minerals and fertilisers.
The Overnight Report: Draghi Pleads The Case
Aug 30 2012
The ECB president has publicly argued the case for bond purchases via a German newspaper while the US economy appears decidedly beige. Dow up 4. (Accessible only for subscribers before 10:15 AEDT)
Material Matters: Thermal Coal, Steel, Base Metals
Aug 29 2012
A glance through the latest expert views and predictions about commodities with thermal coal prices likely to be capped and updates on the Australian steel sector and base metals.
The Short Report
Aug 29 2012
FNArena’s weekly update on short positions in the Australian share market.
The Iron Ore Price Crash
Aug 28 2012
Analysts debate if, when, at at what price spot iron ore prices might find a bottom.
Material Matters: Coal Market Updates
Aug 28 2012
A glance through the latest expert views and predictions about commodities, with updates on the outlook for both thermal and met coal markets and analysis of natural gas displacing coal in the US.
Atlas Feels The Weight Of The World
Aug 28 2012
Atlas iron delivered a weak result but valuation upside from expansion plans is keeping brokers interested.
Switzer Super Report: Could The ECB Make BHP A-OK?
Aug 24 2012
Peter Switzer of the Switzer Super Report discusses wehn it might be the right time to buy the Big Australian.
