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Iron ore price
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
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
Squashed Caterpillar
David Llewellyn-Smith
9 years ago
6
Daily iron ore price update (launch)
Here are the iron ore charts for April 22, 2015: Don’t adjust your television set.
David Llewellyn-Smith
9 years ago
10
S&P cuts Fortescue deeper into junk
Standard and Poors has cut FMG debt deeper into junk: MELBOURNE (Standard & Poor’s) April 22, 2015–Standard & Poor’s Ratings Services said today that it had lowered its corporate credit rating on Fortescue Metals Group Ltd.
David Llewellyn-Smith
9 years ago
4
Big iron still wearing lead shoes
Big iron equity is struggling again today with RIO at its lowest since January down 1.5%, BHP is similar and below $30 and FMG is going nowhere.
David Llewellyn-Smith
9 years ago
11
Beware the RIO iron ore catch-up surge
From Morgan Stanley: Iron ore has seasonally weak 1Q: The 1Q report shows Iron ore sales of 73Mt annualising 17% below guidance, while Pilbara production of 71Mt was 14% below.
David Llewellyn-Smith
9 years ago
11
BHP pours on the ore
David Llewellyn-Smith
9 years ago
4
Daily iron ore price update (steel sink)
Here are the iron ore charts for April 21, 2015: Spot fell and so did paper though Dalian rallied back to 389 overnight.
David Llewellyn-Smith
9 years ago
2
Atlas crushed
From the AFR: Embattled iron ore junior Atlas Iron will extend its suspension from trading on Tuesday but is likely to be in receivership by the end of the month, industry sources told Street Talk.
David Llewellyn-Smith
9 years ago
13
RIO readies iron ore deluge mark II
RIO has released its Q3 production update and disappointed on volume: Pilbara operations First quarter production of 71.1 million tonnes (Rio Tinto share 57.3 million tonnes) was 12 per cent higher than the same period in 2014 following commissioning of the Nammuldi wet plant and the ramp up of Hope Downs 4.
David Llewellyn-Smith
9 years ago
3
Iron ore shudders as China absorbs Africa
From Reuters: Chinese steel company Shandong Iron and Steel Group said it had acquired the remaining 75 per cent stake in the Tonkolili iron ore mine in Sierra Leone from the mining company African Minerals for over $170 million.
David Llewellyn-Smith
9 years ago
17
Daily iron ore price update (CISA)
Here are the iron ore charts for April 21, 2015: Spot firmed with Tianjin benchmark up 10 cents to $50.80.
David Llewellyn-Smith
9 years ago
2
Big iron equity ignores China stimulus
Things sure ain’t what they used to be for big iron.
David Llewellyn-Smith
9 years ago
2
BNP sees huge iron ore shock
From BNP: Iron ore has replaced oil as the worst performing major commodity price in recent weeks as it is caught in a perfect storm of increasing global supply and stalling Chinese demand.
David Llewellyn-Smith
9 years ago
41
Upgrades rain upon Fortescue
They never learn.
David Llewellyn-Smith
9 years ago
22
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