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: Copper And Oil Mispriced, Local Projects Deferred
May 20 2010
A glance through the latest expert views and predictions about commodities with both copper and oil seen as mispriced on fundamentals and the Super tax proposal causing project deferrals in Australia.
The Fear Of Fear Itself
May 20 2010
Of all the negative influences currently impacting on the Australian stock market, none is greater than “Oh God I’ve seen this movie before”.
Material Matters: Henry Downgrades And the Oil Price Distortion
May 17 2010
A glance through the latest expert views and predictions about commodities, looking at current WTI oil price weakness, natural gas price weakness, and and the lastest forecast downgrades to account for the RSPT.
Upside For Downer
May 17 2010
Downer EDI has just been awarded Australia’s biggest ever mining contract but the market is still reflecting on the worrisome NSW rail contract, despite broker enthusiasm.
Material Matters: Bullish Expectations For Gold, Coal and Corn
May 14 2010
A glance through the latest expert views and predictions about commodities, with UBS lifting its gold price forecasts, RBS revising its coal estimates higher and Barclays still positive on corn.
Material Matters: China, Euro, Commodities, Plus Gold
May 13 2010
A glance through the latest expert views and predictions about commodities with updates on the gold price outlook and the impact on commodities of Chinese and European economic conditions.
The Budget: Lots Of Assumption And Little Impact
May 12 2010
Analysts can’t find much in the budget to impact on markets beyond what we already knew, but they are quick to point out the bullish assumptions contained within.
Mining Stocks With No Exposure To Henry
May 10 2010
Stockbroker DJ Carmichael lists those Australian listed mining companies it deems to have no exposure to the resource super profits tax.
Value Now In BHP And Rio?
May 06 2010
The case for taking advantage of Henry-led weakness in the shares of Australia’s two diversified resource majors – the main targets of the tax.
Follow-Up On Wizard’s Fortescue Story
May 04 2010
As things have moved fast since his earlier assessment, the TechWizard has updated his technical analysis of Fortescue shares.
