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
Treasure Chest: Set For the Mining Services Surge
Nov 09 2011
FNArena’s Treasure Chest reports on money making ideas from stockbrokers and other experts. RBS analysts still see entry opportunity ahead of the earnings surge for mining services companies from FY13.
Material Matters: Investors Over-Reaction, Not All Metals Are Equal
Nov 09 2011
A glance through the latest expert views and predictions about commodities, with cost curves expected to support prices, an over-reaction in iron ore prices and adjustments to metal price estimates.
Material Matters: Iron Ore Undershoots, Silver In Surplus
Nov 08 2011
A glance through the latest expert views and predictions about commodities with updates on base metal markets, why iron ore prices should strengthen and steel markets tighten and silver’s surplus.
Top Ten Weekly Recommendation, Target Price, Earnings Forecast Changes
Nov 07 2011
Weekly update on recommendation, target price, and earnings forecast changes.
Iron Ore Weakness Clouds OneSteel Outlook
Nov 03 2011
Falling iron ore prices have forced OneSteel to cut earnings guidance and brokers have quickly adjusted estimates, targets and ratings lower as a result.
Material Matters: Nickel, Steel, Gold And Oil
Nov 03 2011
A glance through the latest expert views and predictions about commodities with the outlook weak for both steel and nickel, gold expected to go higher and a closing of oil price spreads.
Weather It Be True
Nov 03 2011
Extensive flooding in Thailand may have disturbing ramifications for inflation in China while meteorologists are warning Australia may again be in for another wet tropical summer.
Material Matters: Magnetite Winners And Losers, China Balancing Markets
Nov 01 2011
A glance through the latest expert views and predictions about commodities with updates on iron ore gives recent price weakness, why met coal won’t fall as far and the importance of Chinese production in balancing metal markets.
Top Ten Weekly Recommendation, Target Price, Earnings Forecast Changes
Oct 31 2011
Weekly update on recommendation, target price, and earnings forecast changes.
Global Steel Prices Impacted By USD
Oct 28 2011
Industry consultant MEPS suggests a stronger US dollar has been impacting on global steel prices.
