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: Ghosts Of Tiananmen
Sep 30 2014
Unrest in Hong Kong and implications for Chinese growth are the latest geopolitical considerations in an increasingly crowded global equation. (Accessible only for subscribers before 10:15 AEST)
Material Matters: Outlook For Metals And Bulks In 2015
Sep 29 2014
The outlook for metals and bulk commodity prices reveals few supply constraints in 2015. Broker views converge on iron ore and diverge on some of the base metals.
The Monday Report
Sep 29 2014
Wrap of events affecting the market on Friday night and the weekend and a preview of the week ahead.
No Joy For Iron Ore Stocks, Yet
Sep 26 2014
The Chartist reports the bearish technical signals for the iron ore price are overriding any support level consideration for Australia’s iron ore miners.
The Overnight Report: Geopolitical Fears Return
Sep 26 2014
Credible threats from IS to start attacking Western cities was arguably the main trigger last night of big falls on Wall Street. Dow down 264. (Accessible only for subscribers before 10:15 AEST)
Treasure Chest: Rio Tinto Gaining Support
Sep 25 2014
FNArena’s Treasure Chest reports on money making ideas from stockbrokers and other experts. Morgan Stanley has upgraded Rio to a Buy equivalent rating, joining the eight FNArena database brokers with similarly positive expectations.
The Overnight Report: The Great Divide
Sep 25 2014
Strong economic data in the US and weak sentiment in Europe last night underscored the growing imbalance across the Atlantic. Dow up 154. (Accessible only for subscribers before 10:15 AEST)
The Overnight Report: The China Syndrome
Sep 23 2014
Beijing’s dismissal of stimulus talk has reverberated around global markets over the past 24 hours. Dow down 107. (Accessible only for subscribers before 10:15 AEST)
Material Matters: Oil, Thermal Coal, Base Metals And Gold
Sep 22 2014
Australia’s oil stocks slump as price eases; China’s thermal coal restrictions create uncertainties; broad sell off in metals; and gold finds consumer support.
The Monday Report
Sep 22 2014
Wrap of events affecting the market on Friday night and the weekend and a preview of the week ahead.
