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 Overnight Report: What Doesn’t Go Up
Mar 26 2015
If you can’t go up you must go down and Wall Street did exactly that last night. Dow down 292. (Accessible only for subscribers before 10:15 AEST)
Material Matters: Iron Ore & Oil, China Factors, Lead And Manganese
Mar 25 2015
Opportunities in iron ore & oil; India lifts iron ore suspension; Chinese demand remains key; lead rallies; and spotlight on manganese.
The Overnight Report: Show Me The Way
Mar 25 2015
Markets are currently choppy, looking for the next catalyst. Perhaps that will be US earnings. Dow down 104. (Accessible only for subscribers before 10:15 AEST)
Treasure Chest: Turning Negative On Fortescue
Mar 24 2015
FNArena’s Treasure Chest reports on money making ideas from stockbrokers and other experts. Morgan Stanley has now abandoned its expectation of rebounding iron ore prices, and as such has downgraded Fortescue Metals to a Sell equivalent rating.
The Overnight Report: Greenback Correction
Mar 24 2015
The post-Fed scramble to cut overbought/oversold currency positions continued last night, sending the Aussie back toward 79. (Accessible only for subscribers before 10:15 AEST)
The Monday Report
Mar 23 2015
Wrap of events affecting the market on Friday night and the weekend and a preview of the week ahead.
The Overnight Report: It Was Just A Flesh Wound
Mar 20 2015
Having understandably tanked over 2% on Wednesday night, the US dollar has bounced straight back. Dow down 117. (Accessible only for subscribers before 10:15 AEST)
Debt Concerns For Iron Ore Miners
Mar 19 2015
Fortescue Metals will forgo the debt refinancing it had announced, which puts the spotlight squarely on the trajectory of iron ore prices and on the debt position of more junior miners.
Not Time To Buy Fortescue, Yet
Mar 19 2015
The Chartist suggests Fortescue’s trajectory remain to the downside ahead of a buying opportunity at lower levels.
Material Matters: Oz Materials, Energy Stocks, Gold Mines, Oil, Aluminium And Alumina
Mar 19 2015
Concerns over Chinese demand post New Year; energy stock picks; gold mine divestment; oil inflows; China’s aluminium demand lifts but its alumina supply slows.
