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Commodities
When to short the iron ore rally
Big iron has hit a wall today.
David Llewellyn-Smith
9 years ago
8
Shuffle of the iron ore zombies
The AFR is talking up the latest round of Atlas restructuring talks: Atlas Iron has asked secured bondholders to consider receiving equity in lieu of interest payments, while contractors would operate for minimal cost in exchange for compensation when – and if – the iron ore market improves.
David Llewellyn-Smith
9 years ago
4
Daily iron ore price update (legs)
Here are the iron ore price charts for April 27, 2015: Spot rallies on.
David Llewellyn-Smith
9 years ago
10
Fortescue short squeeze turns nuclear
David Llewellyn-Smith
9 years ago
16
Buyers of Fortescue ponzi-bond revealed
David Llewellyn-Smith
9 years ago
6
Iron ore miners balk at dead cat
The big iron short squeeze continues today in the equity market but it’s a bit of fizzer versus the underlying price.
David Llewellyn-Smith
9 years ago
4
Inside Strongman Iron’s meltdown
The Sauce may be a grab bag of disaffected student nut-jobs but they are much better at analysing iron ore dynamics than the MSM.
David Llewellyn-Smith
9 years ago
4
Are iron ore miners entering a new bull market?
I have been stunned at the swiftness at which one tiny shift in BHP’s iron ore expansion plans has morphed into global media tub-thumping for a new iron ore bull market.
David Llewellyn-Smith
9 years ago
6
Australia in the grip of an historic bear market
Some bright young spark at Bloomberg has declared that iron ore is in a new bull market: Iron ore advanced into a bull market after BHP Billiton curbed expansion plans and supplies from higher-cost mines dropped, easing concern global output will outpace demand and feed a global glut.
David Llewellyn-Smith
9 years ago
Gina: Nobody saw iron ore crash coming
It had to be said, I guess, from the SMH: “None of us predicted it would be as bad as this,” Mrs Rinehart, chairman of Hancock Prospecting, said on Friday at a mining industry lunch in Sydney.
David Llewellyn-Smith
9 years ago
24
Daily iron ore price update (melt-up)
Here are the iron ore charts for April 24, 2015: Now that’s a melt-up.
David Llewellyn-Smith
9 years ago
2
Daily LNG price update (stockpile)
Brent oil rallied to a new high of $65.40 Friday.
David Llewellyn-Smith
9 years ago
How you’ll know when iron ore has bottomed
The hysteria gripping the iron ore market is fun and a great opportunity to get set for the next down leg.
David Llewellyn-Smith
9 years ago
17
Iron ore short squeeze screams higher
We’ve got ourselves a fair dinkum short squeeze going now in iron ore.
David Llewellyn-Smith
9 years ago
3
Winners and losers in iron ore forecasting
The AFR has a piece today on Aquila’s Tony Poli: Tony Poli must be the luckiest man in iron ore.
David Llewellyn-Smith
9 years ago
2
Iron ore is at the bottom!!!
A little knowledge is a dangerous thing.
David Llewellyn-Smith
9 years ago
3
Who bought Fortescue’s ponzi bond?
From the AFR: To get the latest deal away it not only had to offer a significantly higher coupon on the bonds it was forced to secure the debt against the company’s assets.
David Llewellyn-Smith
9 years ago
6
Daily iron ore price update (squeeze)
Here are the charts for April 23, 2015: Spot climbed again with Tianjin benchmark up 1.7% to $53.80.
David Llewellyn-Smith
9 years ago
5
Daily LNG price update (surge)
The Brent oil price surged last night on little extra Yemen bombing but not much else to $64.80.
David Llewellyn-Smith
9 years ago
Big iron equity struggles as FMG triumphs
Big iron shares are making sense today as neither RIO nor BHP has taken off post the overnight surge with the former up a lousy 1.5% and latter 2%.
David Llewellyn-Smith
9 years ago
2
Iron ore lunatics take over asylum
From the AFR: Treasurer Joe Hockey, whose budget hopes are being smashed by falling iron ore prices, has backed a decision by Australia’s biggest miner to curb production of the key export.
David Llewellyn-Smith
9 years ago
14
China cuts more steel
From Morgan Stanley: MIIT targets to reduce 80mnt steel capacity and to limit steel companies to within 300 in the next three years: MIIT targets to reduce 80mnt steel capacity within three years and to limit the number of steel companies to within 300 from the current 500 during the same period.
David Llewellyn-Smith
9 years ago
3
Fortescue locks in iron ore catastrophe
From The Australian: The initial $1.5 billion senior secured notes offer from Fortescue Metals has ballooned to $US2.3 billion due to a high level of demand.
David Llewellyn-Smith
9 years ago
14
Fortescue gets ponzi bond away on BHP blunder (updated)
Yesterday I didn’t make much of the BHP announcement that it would delay some port work for one year which would also slow its rise from 275 million tonnes (mt) of output per year to 290mt.
David Llewellyn-Smith
9 years ago
10
More iron ore cartel clap trap
The AFR back page gives Colin Barnett a lift today with a poorly reasoned rationale for Colin’s cartel: Canada started operating the Canadian Potash Exporters cartel marketing firm 43 years ago to manage the world price of potash, the mineral used in fertiliser.
David Llewellyn-Smith
9 years ago
2
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