Iron Ore

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.

Of all the negative influences currently impacting on the Australian stock market, none is greater than “Oh God I’ve seen this movie before”.

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.

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.

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.

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.

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.

Stockbroker DJ Carmichael lists those Australian listed mining companies it deems to have no exposure to the resource super profits tax.

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.

As things have moved fast since his earlier assessment, the TechWizard has updated his technical analysis of Fortescue shares.