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
Improving Steel Market Good For Iron Ore Outlook
Jul 17 2009
Improving conditions in global steel markets are proving supportive for iron ore prices.
Quarterly Production Report Confirms Value In Rio Tinto
Jul 16 2009
Rio Tinto’s June quarter production report largely matched market expectations so brokers continue to see value in the stock.
Steel Market Output To Fall In 2009
Jul 14 2009
Steel industry consultant MEPS expects global steel output will be down around 12% this year, an outcome that would have earnings implications for the Australian companies in the sector.
Microcap Rising Stars – QMastor
Jul 07 2009
QMastor is making good on its mission to be a little company that takes on the world.
Rudi On Thursday
Jul 06 2009
Weekly musings from your editor. What is really pushing up prices of commodities?
Stainless Steel Producers Raise Prices
Jul 02 2009
Demand remains fickle, but stainless steel producers have found they can raise prices without scaring away their customers.
The Overnight Report: Best Quarter In A Decade
Jul 01 2009
Wall Street closed a strong quarter on a weak note. Dow down 80.
Short-Term Pressure On Chinese Steel Prices
Jun 29 2009
The Chinese steel market has shown signs of strength in recent weeks but Standard Chartered sees scope for oversupply to put some short-term pressure on prices.
Fortescue – The Quintessential Nigel No-Friends
Jun 26 2009
Fortescue shares surged briefly above $4 or about 300% above some broker price targets for the stock.
Breakfast With BHP
Jun 17 2009
Marius Kloppers chatted to stock analysts yesterday over vegemite toast about iron ore demand and the Rio JV.
