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
Material Matters: Downtrodden Miners, Iron Ore, NatGas, Gold And Nickel
Jun 06 2014
Citi believes value can still be found in miners; Oz iron ore miners face higher break-even prices; natural gas and gold outlooks and risk in nickel.
The Overnight Report: Funny Money Round Two
Jun 06 2014
The ECB acted as expected last night, cutting rates and introducing other monetary measures to stimulate the European economy. Dow up 98. (Accessible only for subscribers before 10:15 AEST)
The Overnight Report: Bring It On
Jun 05 2014
The world is squared up ahead of Mario’s press conference tonight. Dow up 15. (Accessible only for subscribers before 10:15 AEST)
The Overnight Report: Waiting For Mario
Jun 04 2014
Wall Street is in drift mode ahead of this week’s ECB meeting and US jobs report. (Accessible only for subscribers before 10:15 AEST)
Where’s The Bottom For BHP?
Jun 03 2014
Michael Gable of Fairmont Equities examines the technicals for BHP in light of the iron ore price-related sell-off.
The Overnight Report: Get It Right
Jun 03 2014
The US PMI result was pulled and republished twice last night in a farce that saw a rare jump in bond yields. Dow up 26. (Accessible only for subscribers before 10:15 AEST)
Material Matters: Iron Ore Inventory & Price, Agricultural Stocks And Zircon
Jun 02 2014
How will China’s iron ore inventory be reduced? What price is required for iron ore equities to break even? El Nino’s impact on Oz agricultural stocks. Zircon outlook is improving.
Treasure Chest: Resource Sector Takeover Possibilities
Jun 02 2014
FNArena’s Treasure Chest reports on money making ideas from stockbrokers and other experts. Brokers discuss two stocks offering takeover potential in the current climate of resource sector consolidation.
The Monday Report
Jun 02 2014
Wrap of events affecting the market on Friday night and the weekend and a preview of the week ahead.
The Overnight Report: New High On US Contraction
May 30 2014
The US GDP was revised into the negative so the S&P 500 made a new all time high. (Accessible only for subscribers before 10:15 AEST)
