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
Rudi On Thursday
Jun 04 2008
Weekly musings from your editor. Banks are out, resources in. But that doesn’t necessarily mean all of them, does it?
Time For Profit Taking In Commodities?
May 29 2008
ANZ Bank suggests profit taking may hit commodity markets in coming sessions, with lower oil prices to push gold and base metal prices lower in sympathy.
Resources Now The Largest ASX Market Sector
May 23 2008
Resource companies again lead the way on the Australian market in market capitalisation terms, a trend CommSec suggests could see increased interest from global fund managers.
There’s No Missing Linc
May 15 2008
Linc Energy has reached a major milestone, and has also become very popular in the US.
FY09 Earnings The Key For BlueScope
May 13 2008
BlueScope steel reiterated earnings guidance for FY08 but brokers remain divided about the company’s outlook for FY09, with arguments for both upside and downside earnings risk.
Sims Delivers But Is It Priced In?
May 09 2008
Sims Group delivered a solid third quarter result and expects higher 4Q earnings but some brokers argue the stock has run too hard and any good news is already priced in.
Steel Price Forecasts Revised Higher
May 08 2008
Steel industry consultant MEPS has revised up its steel price forecasts but mid-year may prove to be the peak if the global economy slows further.
Further Gains Likely For Stainless Steel Prices
May 02 2008
Industry consultant MEPS suggests stainless steel prices are likely to continue rising, driven largely by higher input costs.
Centennial’s Outlook Good But Priced In
Apr 24 2008
Centennial Coal delivered a slightly better than expected quarterly report and further gains are expected, but holding back broker ratings is much of this appears already priced in.
Rio Jumping At Shadows?
Apr 18 2008
Rio’s share price is being fluffed up by BHP rumours despite a poor production report.
