By Dorab Postmaster
06 August 2019, 5:00 PM
Geopolitical uncertainty, made worse by ongoing US-China trade fears, has shepherded investors into gold and the US dollar (global reserve currency) as a safe haven.
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By Adrian Prendergast
02 August 2019, 5:43 PM
Rio Tinto (ASX:RIO) is trading close to fair value, although has ongoing capital management potential.
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By Adrian Prendergast
25 July 2019, 12:55 PM
We look back on what was another stellar Noosa Mining & Exploration Conference, which was held on July 17-19.
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By Adrian Prendergast
22 July 2019, 12:36 PM
We see strong potential for BHP to also announce a special dividend of US$0.40ps when it reports its full year FY19 earnings next month.
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By Adrian Prendergast
11 July 2019, 9:45 AM
After a review of our assumptions and forecasts for RIO, along with a mark-to-market on our iron ore forecasts, we lift our valuation.
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By Tom Sartor
02 July 2019, 3:14 PM
Market interest in the Juniors is depressed despite the fact the large miners – and their shareholders – are reaping the cash flow rewards of a production boom.
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By Max Vickerson
11 June 2019, 11:00 AM
We think there's still value but the potential returns are lower
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By Tom Sartor
31 May 2019, 9:00 AM
+20% discount to valuation is a Buy trigger
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By Adrian Prendergast
15 May 2019, 9:01 AM
Exceptional iron ore strength, which has especially helped lower grade products, has seen FMG's profitability double during 2H'FY19.
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By Tom Sartor
15 April 2019, 8:00 AM
We think the market is discounting pricing risk excessively, and that now is a smart time to accumulate.
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