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
Material Matters: Post-Result Views And Outlooks
Sep 08 2011
A glance through the latest expert views and predictions about commodities with more sector reviews post Australian reporting season, a list of conviction ideas and some adjustments to commodity price forecasts.
Material Matters: Commodity Forecasts Revised, Plus Europe’s Demand
Sep 06 2011
A glance through the latest expert views and predictions about commodities with updates to commodity price forecasts, views on copper, nickel, platinum and oil and a look at Europe’s influence on demand and valuation measures.
Strong Growth Ahead For Sims
Aug 30 2011
Sims beat market expectations for full year earnings and with the stock offering leverage to a US recovery, broker upgrades have followed.
Mining Sectors Two Biggest Risks
Aug 29 2011
Ahead of the Herd’s Rick Mills discusses two major risks facing the mining sector globally.
Top Ten Weekly Recommendation, Target Price, Earnings Forecast Changes
Aug 29 2011
Weekly update on recommendation, target price, and earning forecast changes.
Material Matters: Gold, Bulks, And What If A Recession?
Aug 26 2011
A glance through the latest expert views and predictions about commodities with upgrades to gold price forecasts, reviews of bulk markets, plus more.
Whitehaven’s Vickery Project Keeps Brokers Positive
Aug 24 2011
Whitehaven Coal delivered a solid full year result and continues to progress the Vickery project. Two stockbrokers have upgraded to Buy.
Fortescue Upside Linked To Targets, Iron Ore Prices
Aug 23 2011
While costs are likely to stay higher Fortescue has reiterated production growth targets. Stockbrokers are pleased.
Analysts Reconsider Resource Stocks
Aug 17 2011
Recent turmoil in markets has led resource sector analysts to revisit their price forecasts and stock valuations.
Material Matters: Industrial Metals, Thermal Coal And Energy
Aug 16 2011
A glance through the latest expert views and predictions about commodities with Supportive factors for thermal coal and industrial metals, Chinese social housing revisions and energy sector estimates.
