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
Book Review: The Big Fella
May 12 2011
This history of BHP Billiton, first published in 2009, is an entertaining insight into mining, the corporate world, and the characters who inhabit it.
China’s Coal Industry Reform
May 10 2011
The longer term outlook for coal prices depends on a battle between China’s infrastructure reform and growing demand, argues Investment U’s Tony D’Altorio.
Material Matters: Chinese Demand To Underpin Prices
May 05 2011
A glance through the latest expert views and predictions about commodities with both NAB and Goldman Sachs revising commodity price forecasts and Macquarie expecting Chinese demand will underpin prices in coming months.
Wet Weather Remains An Issue For Macarthur
Apr 28 2011
Macarthur has just posted its worst quarter since listing. Can it rebound?
Tough Quarter But Still Value In BHP
Apr 21 2011
Bad weather impacted on production in the March quarter but brokers continue to see value in BHP Billiton at current levels.
Resource Sector Losing Oxygen?
Apr 20 2011
While analysts query Woodside’s expansion schedule, Santos and BHP score downgrades.
Material Matters: Coal, Precious Metals, Copper And Uranium
Apr 19 2011
A glance through the latest expert views and predictions about commodities, with higher coking coal forecasts, investors prefering direct exposure to precious metals and support for copper and uranium prices.
Transforming PepinNini Offers New Potential
Apr 15 2011
Intersuisse predicts a positive news flow for PepinNini as the former uranium explorer shifts focus to iron ore.
Material Matters: Uranium, Silver And Copper
Apr 14 2011
A glance through the latest expert views and predictions about commodities with reasons to remain positive on uranium demand, some caution on silver and copper prices and UBS reviewing some forecasts.
Gindalbie In Need Of A Sizeable Capital Raising
Apr 12 2011
While an equity raising may be required to cover a capex increase at the Karara project, DJ Carmichael sees enough value to initiate with a Buy rating on emerging iron ore producer Gindalbie Metals.
