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: LNG Supply Expectations Lowered, Opportunities In Resources
Jun 17 2010
A glance through the latest expert views and predictions about commodities, with Barclays lowering its expectations for LNG supply and Macquarie seeing opportunities in the resources sector.
FY12 Remains Key For Whitehaven Coal
Jun 16 2010
Macquarie has initiated coverage on coal play Whitehaven with an Outperform rating and $5.30 price target.
Material Matters: Mixed Fundamentals
Jun 15 2010
A glance through the latest expert views and predictions about commodities, with aluminium and zinc prices suggestive of production cutbacks and potential for upside in iron ore and oil prices.
Material Matters: Aluminium, Coal And Basic Materials
Jun 10 2010
A glance through the latest expert views and predictions about commodities with signs aluminium prices may be near a bottom, adjustments to coal sector earnings and basic materials yield plays.
Material Matters: Coal, Gold, Iron Ore and Aluminium
Jun 09 2010
A glance through the latest expert views and predictions about commodities, with updated forecasts for coal and comments on potential developments in the gold, iron ore and aluminium markets.
Material Matters: Value In Commodity Stocks, Steel Included
Jun 07 2010
A glance through the latest expert views and predictions about commodities, with value seen in both industrial metal stocks and Australian steel plays.
The RSPT And The Risk-Free Rate
Jun 04 2010
Macquarie examines the potential RSPT impact on Australia’s GDP while GSJB Were notes the critical earnings impact of the “super” threshold.
Economy Watch: It’s A Surplus!
Jun 03 2010
A snapshot of economist responses to today’s trade balance which showed a surprising swing back to surplus in April on surging iron ore and coal prices.
Model Portfolios And Potential Earnings Surprises
Jun 03 2010
UBS has made minor changes to its model portfolio to reflect May market action, while RBS has identified potential ASX100 earnings surprises in August’s reporting season.
Material Matters: Steel, Coal and Palladium
Jun 03 2010
A glance through the latest expert views and predictions about commodities with updates on forecast steel production in 2010, recent coal price settlements and new palladium price forecasts.
