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
Jul 25 2011
Weekly update on recommendation, target price, and earning forecast changes.
Gone In A Flash
Jul 21 2011
China’s manufacturing activity has contracted for the first time in 12 months according to HSBC.
Material Matters: Oil And Base Metal Forecasts Updated
Jul 19 2011
A glance through the latest expert views and predictions about commodities with brokers revising forecasts for oil and base metals, Chinese steel supporting iron ore and coal and a still tight mineral sands market.
Top Ten Weekly Recommendation, Target Price, Earnings Forecast Changes
Jul 18 2011
Weekly update on recommendation, target price, and earning forecast changes.
Germany Unplugged
Jul 13 2011
Ahead of the Herd’s Rick Mills suggests Germany’s move to phase out nuclear power is likely to prove costly, making it something investors should continue to watch.
Material Matters: Price Revisions and Policy Impacts
Jul 12 2011
A glance through the latest expert views and predictions about commodities including price forecasts being revised and the impact of economic policies on commodity demand.
Top Ten Weekly Recommendation, Target Price, Earnings Forecast Changes
Jul 11 2011
Weekly update on recommendation, target price, and earning forecast changes.
Material Matters: Oz Steel, Oil, Coal And Iron Ore
Jul 11 2011
A glance through the latest expert views and predictions about commodities with the strong Aussie dollar impacting on domestic steel plays, updates to oil and coal forecasts and a note on iron ore.
Carbon Tax Impact on Coal
Jul 08 2011
Just how serious an impost on the coal industry will the proposed carbon tax be?
Material Matters: Midcap Initiations, Coal And Steel Forecasts
Jul 07 2011
A glance through the latest expert views and predictions about commodities with brokers identifying key midcap resource exposures, revisions to steel and coal forecasts.
