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
Exploration Success Beckons For Nimrodel Resources
Jan 30 2012
Exploration success is likely to see Nimrodel Resources add to its coal resource in Botswana, suggests DJ Carmichael.
Weekly Broker Wrap: Building And Digging A Good Year
Jan 30 2012
The 2012 outlook for Australian Building and Materials companies looks to be a lot better than some of the doom and gloom merchants have been habitually predicting.
Baltic Baloney
Jan 19 2012
Much has been said about the Baltic Dry Index and its implications of late, but this forward indicator lost its credibility long ago.
Steel Price Upturn Expected In 2012
Dec 23 2011
While conditions in global markets remain mixed, steel industry consultant MEPS expects an upturn in steel prices in 2012.
Material Matters: Chinese Confidence, Headwinds And Oil
Dec 22 2011
A glance through the latest expert views and predictions about commodities with ANZ noting Chinese confidence remains solid, NAB sees ongoing market headwinds and JP Morgan and UBS offer updates on the oil market.
The Short Report
Dec 21 2011
FNArena’s weekly update on short positions in the Australian share market.
Botswana Coal Resource Makes Nimrodel A Stand-Out
Dec 19 2011
DJ Carmichael has initiated coverage on Nimrodel Resources with a Spec Buy rating, seeing upside from a significant coal resource at the Takatokwane coal project in Botswana.
Top Ten Weekly Recommendation, Target Price, Earnings Forecast Changes
Dec 19 2011
Weekly update on recommendation, target price, and earnings forecast changes.
Whitehaven-Aston ‘Merger’ Receives Thumbs Up
Dec 14 2011
Consolidation in the Australian coal sector looks set to continue, with Whitehaven Coal and Aston Resources proposing a merger of equals.
The Short Report
Dec 14 2011
FNArena’s weekly update on short positions in the Australian share market.
Analyse The Market From A Different Angle
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