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: Commodity Indices, Citi Positive On Metals, Oz Coal Takeover Multiples
Aug 09 2010
A glance through the latest expert views and predictions about commodities with Deutsche Bank on new commodity indices, Citi positive on metal prices and Credit Suisse looking at transaction multiples in Oz coal stocks.
Industrials Priced For Disappointment, Construction Stalling
Aug 09 2010
Deutsche suggests the reporting season offers upside for Industrial stocks while DJ Carmichael argues construction has a quiet year ahead. Merrill Lynch chimes in.
Material Matters: Zircon Forecasts Lifted, Iron Ore Potential And Copper Arbitrage
Aug 06 2010
A glance through the latest expert views and predictions about commodities, with Goldman Sachs lifting its zircon estimates, analysts updating on the natural gas and iron ore markets and arbitrage activity in copper.
Rio Tinto Interim Lifts Broker Expectations
Aug 06 2010
Rio Tinto delivered a better than expected interim result and along with increasing earnings estimates brokers are viewing favourably the company’s return to a focus on growth.
Material Matters: Copper And Oil Outlooks Still Favourable, Minor Adjustments In Steel
Aug 05 2010
A glance through the latest expert views and predictions about commodities, with fundamentals looking positive for both copper and oil and Deutsche Bank highlighting some scope for minor changes to estimates in the steel sector.
Material Matters: Platinum, Oil, Copper And New Iron Ore Coverage
Aug 04 2010
A glance through the latest expert views and predictions about commodities with supply seen as the key to platinum prices, oil prices expected to consolidate above US$80 and some new coverage of Oz iron ore plays.
Material Matters: Outlook Improving For Base Metals, Citadel An Undervalued Copper Play
Aug 03 2010
A glance through the latest expert views and predictions about commodities with an improving outlook for base metal prices and Morgan Stanley seeing Citadel as an Undervalued copper exposure.
China July PMI Dips Below 50
Aug 02 2010
As predicted by FNArena, the monthly HSBC/Markit PMI Survey for Chinese manufacturers dipped below 50 in July.
Riversdale’s Real Potential Still Some Years Off
Jul 30 2010
Stockbrokers like the long-term potential for Riversdale Mining, but disappointments could pop-up in the medium-term.
Whitehaven Offers Strong Earnings Growth From FY12
Jul 29 2010
Whitehaven continues to make progress at its Narrabri longwall operation
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