While the proposed resource tax is nothing but bad from an industry point of view, confusion over details has led to varying analyst interpretations before we even consider whether this legislation will pass.
The TechWizard reports he is following Fortescue shares with increased interest as a trading opportunity might present itself.
A wrap of events affecting the market on Friday night and the weekend and a preview of the week ahead.
A glance through the latest expert views and predictions about commodities, with BMO revising its commodity price forecasts and Citi seeing only limited impact from any review of the Oz tax system.
A glance through the latest expert views and predictions about commodities, with commentary on lead, nickel and copper among the base metals and some reasons for caution on iron ore.
Morgan Stanley has identified some more small cap companies where it sees value, while Macquarie has Boart Longyear on its Marquee Ideas list.
Fortescue has been a bit left behind in the recent iron ore share price rush but its quarterly production report suggests progress is pretty reasonable.
A glance through the latest expert views and predictions about commodities, with brokers seeing reasons to remain positive on nickel and gold but not aluminum.
A glance through the latest expert views and predictions about commodities, with demand seen as an issue for gold but showing signs of improvement in the base metals and fertiliser sectors.
A glance through the latest expert views and predictions about commodities, with moves to new pricing points for oil and iron ore attracting attention.