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
More Coverage, Another Sell On Fortescue
Sep 01 2009
Credit Suisse has picked up coverage of iron ore play Fortescue Metals, rating the stock Underperform. What’s new?
Rudi On Thursday
Aug 31 2009
Weekly musings from your editor. Why the Chinese are unable to break the Big Three’s control over the iron ore market.
Better Times Ahead For Global Steel Producers
Aug 27 2009
Steel industry researcher MEPS believes the tide has definitely turned for all kinds of steel products.
Rudi On Thursday
Aug 17 2009
Weekly musings from your editor. Commodities in a bubble? Yes, they are. But this doesn’t mean another Armageddon lies around the corner.
BHP Shares Fairly Valued, With Potential
Aug 13 2009
BHP Billiton exceeded market expectations with its profit result, but brokers maintain the shares are fairly valued.
Messy Fortescue Result Offers Little Clarity
Aug 11 2009
Fortescue Metals posted a headline profit but brokers were disappointed in the messy nature of the result.
Uncertain Outlook Remains For Iron Ore Prices
Jul 30 2009
China’s unwillingness to commit to iron ore contract prices is creating uncertainty in the market.
Wesfarmers Overpriced Says Credit Suisse
Jul 30 2009
Credit Suisse says Wesfarmers shares are overpriced relative to its peers in the discretionary retail and coal sectors.
China Is ‘Going Out’
Jul 24 2009
The Chinese government has publicly acknowledged its policy to diversify away from the US dollar and into foreign companies.
Brokers Remain Divided On BHP Value
Jul 23 2009
BHP Billiton broadly matched expectations with its quarterly production report but analysts remain divided over the relative value on offer in the stock.
