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
Iron Ore Miners: The Squeeze Is On
Sep 10 2014
Global iron ore supply has ramped up considerably this year and prices have slumped. Brokers review the outlook for Australia’s iron ore miners, and take an axe to ratings.
Material Matters: Mining Equities Outlook, Iron Ore And Potash
Sep 10 2014
Could mining equities surprise on the upside over the next year? Meanwhile, Bell Potter reduces iron ore forecasts and Morgans finds an opportunity in potash.
The Overnight Report: Data Not Dates
Sep 10 2014
Speculation that the Fed will make a significant change in policy next week had Wall Street nervous last night. Dow down 97. (Accessible only for subscribers before 10:15 AEST)
The Overnight Report: Aussie Tumbles
Sep 09 2014
Wall Street did little last night but the Aussie suddenly decided to plummet a cent. Dow down 25. (Accessible only for subscribers before 10:15 AEST)
Material Matters: Rhodium, Iron Ore And Thermal Coal
Sep 08 2014
Rhodium demand is on the rise while iron ore pricing is in the eye of the storm and anxiety rises over China’s plans for thermal coal imports.
BHP Setting For Bounce
Sep 08 2014
Nick Linton-Ffrost of Fifth Wave suggests a short-term trading idea in BHP Billiton.
The Monday Report
Sep 08 2014
Wrap of events affecting the market on Friday night and the weekend and a preview of the week ahead.
The Overnight Report: Draghi Walks The Walk
Sep 05 2014
The ECB has instigated QE, after a fashion, but again Wall Street fizzled out towards the close. Dow down 8. (Accessible only for subscribers before 10:15 AEST)
The Overnight Report: Ceasefire Shenanigans
Sep 04 2014
Ceasefire in Ukraine or not? That’s what markets were asking last night, ahead of central bank meetings and US jobs numbers. Dow up 10. (Accessible only for subscribers before 10:15 AEST)
Why The Market Has Misread BHP
Sep 03 2014
The market has sold down BHP on disappointment with regard to capital management, thus overlooking the strategy behind the spin-off as well as increased value in iron ore and copper production.
