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
Brokers Remain Unsure On Wesfarmers
Oct 26 2009
Analysts were generally impressed by Wesfarmers’ first quarter numbers but remain as yet unconvinced overall.
No Standing Ovation For The BHP Quarterly
Oct 22 2009
Strong performances in iron ore and petroleum get BHP off to a solid start, but broker reaction is muted due to a number of issues.
Expansion Plans Remain Key For Fortescue
Oct 13 2009
Fortescue Metals increased production in the September quarter but the market continues to focus on its expansion plans.
Fortescue Not Dealing From A Position Of Strength
Oct 01 2009
Fortescue Metals did not met the deadline for a financing package from its Chinese backers.
Fortescue Scores A Buy Rating
Sep 25 2009
From eight Sell ratings in the FNArena broker universe and one Hold, Fortescue Metals has suddenly scored an upgrade to Buy.
Baltic Dry Index Needs OECD To Rise
Sep 24 2009
The Baltic Dry Index has fallen significantly from its highs earlier this year. What to make of it?
The Long And Short Term Of Commodities (Part II)
Sep 17 2009
A short term correction may be in the cards, but what of the longer term China effect? And how are the various metals and minerals placed?
The Long And Short Term Of Commodities (Part I)
Sep 07 2009
Is the commodity rally a genuine reflection of improving demand conditions, or just a speculative accident waiting to happen?
Fortescue’s Need For Capital The Major Negative
Sep 03 2009
On Morgan Stanley’s estimates, Fortescue Metals needs to raise capital this year and any deal with the Chinese will dilute existing shareholdings.
Timing A Stainless Steel Recovery
Sep 02 2009
After twelve months of painful declines, the outlook for stainless steel seems to be on the mend.
