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
Gujarat Coal Attracting Attention
Oct 18 2010
Gujarat NRE Coking Coal continues to attract attention in the Australian market, with more broker coverage forthcoming last week.
Material Matters: Resource Stocks, PGMs, Coal Risks And Mining Volumes
Oct 14 2010
A glance through the latest expert views and predictions about commodities, a comparison of small and large cap resource stocks, palladium prospects, near-term coal price risks and how volume is important to valuations.
Junior Supernova’s
Oct 14 2010
Ahead of the Herd’s Rick Mills doesn’t believe we are witnessing a speculative bubble in commodities.
A Big Tick In A Big Box For Fortescue
Oct 12 2010
Fortescue’s US$2bn re-fi is a get out of jail card for the company and its expansion plans, albeit not free.
Material Matters: More Revisions To Forecasts For Bulks, Base And Precious Metals
Oct 11 2010
A glance through the latest expert views and predictions about commodities as brokers revise price forecasts and stock recommendations.
Material Matters: Copper, Aluminium, Gold And Steel
Oct 07 2010
A glance through the latest expert views and predictions about commodities with Barclays Capital positive on commodities, Goldman Sachs bullish on copper and some headwinds for both gold and steel.
Shipping Costs And Iron Ore
Oct 07 2010
Dry bulk shipping costs have soared this week. What does this tell us about the price of iron ore?
Atlas Seems Destined For $3, Reports TechWizard
Oct 07 2010
The TechWizard reports Atlas shares look very promising on price charts.
Global Steel Prices May Soon Slip
Oct 01 2010
Steel industry consultant MEPS suggests global steel prices may soon slip as conditions remain tough in most markets.
Analysts Begin To Assume No BHP-Rio JV
Sep 21 2010
BHP’s bid for Potash was a clue, as was BHP and Rio’s request for an extension from the ACCC, but at least one broker has now removed the Pilbara JV from its valuation model.
