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
The Henry Confusion
May 04 2010
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.
Fortescue On Wizard’s Radar
May 04 2010
The TechWizard reports he is following Fortescue shares with increased interest as a trading opportunity might present itself.
The Monday Report
May 03 2010
A wrap of events affecting the market on Friday night and the weekend and a preview of the week ahead.
Material Matters: Oz Tax Review And A Short Term Correction
Apr 28 2010
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.
Material Matters: Base Metal Positives And Iron Ore Questions
Apr 27 2010
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.
Small Caps With Upside
Apr 22 2010
Morgan Stanley has identified some more small cap companies where it sees value, while Macquarie has Boart Longyear on its Marquee Ideas list.
Fortescue Steadily Ticking The Boxes
Apr 21 2010
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.
Material Matters: Support For Gold And Nickel, Aluminium Fundamentals Remain Poor
Apr 20 2010
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.
Material Matters: Gold Demand Uncertain, Base Metals And Fertiliser Improving
Apr 19 2010
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.
Material Matters: New Pricing Points For Oil, Iron Ore
Apr 13 2010
A glance through the latest expert views and predictions about commodities, with moves to new pricing points for oil and iron ore attracting attention.
