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Iron ore price
Hilarious consensus commodity forecasts
David Llewellyn-Smith
9 years ago
13
Why RIO should forget all about Glencore
From Gotti at Dad’s Army: RIO Tinto and its long-term shareholders know they have every reason to be fearful of Ivan Glasenberg, the chief executive of Glencore.
David Llewellyn-Smith
9 years ago
4
Miners have bottomed!
The reporting season, the falling dollar and a minor rebound in the iron ore price suddenly has a feeling that the bottom is in pervading mining equities.
David Llewellyn-Smith
9 years ago
6
Daily iron ore price update (bouncy)
Here are the iron ore price charts for February 13, 2015: Better price action but nothing to get excited about yet.
David Llewellyn-Smith
9 years ago
Time to buy iron ore miners?
The market seems to think so with everything flying today.
David Llewellyn-Smith
9 years ago
9
Daily iron ore price update (flat)
Here are the iron ore price charts for February 12, 2015: Paltry price action, really, with benchmark iron ore doing better, up 1% to $62.80.
David Llewellyn-Smith
9 years ago
8
RIO “battens down hatches”
Here is the UBS wrap for RIO: Earnings 4% ahead of consensus at US$9,305m.
David Llewellyn-Smith
9 years ago
24
Daily iron ore price update (Simandon’t)
Here are the iron ore charts for February 11, 2015: Erosion day with not much to cheer about.
David Llewellyn-Smith
9 years ago
Gina whatever hits another hurdle
From the West Australian: Fresh cracks are appearing in Roy Hill’s ambitious bid to start shipping iron ore from Port Hedland by September, after major construction contracts at its port operations were torn up yesterday.
David Llewellyn-Smith
9 years ago
4
ANZ destroys its iron ore forecasts
My sympathies go out the ANZ’s Mark “The Pervanator” Pervan this morning after ANZ crushed its iron ore forecasts by 24% for this year and 30% next.
David Llewellyn-Smith
9 years ago
20
Major iron ore miner earnings previews
From UBS: BHP Billiton We forecast an 11% sequential decline in underlying profit to US$5,063m for the first half of FY 15.
David Llewellyn-Smith
9 years ago
1
Daily iron ore price update (stimulus hopes)
Here are the iron ore charts for February 10, 2015: Terrible Chinese data triggered a rally yesterday on stimulus hopes.
David Llewellyn-Smith
9 years ago
2
RIO prepares scorched earth cost cuts
From Australian Mining: An internal document leaked to Australian Mining this week showed Rio Tinto iron ore chief executive Andrew Harding had outlined a series of cost cutting requirements, including an immediate hiring freeze, which he said must be performed to maintain business success.
David Llewellyn-Smith
9 years ago
25
Iron ore shares reach for imbecility
A firmer Australian dollar, a rising oil price, a tumbling iron ore price are all irrelevant to iron ore mining earnings today with BHP up a little, RIO up a bit more and FMG flat.
David Llewellyn-Smith
9 years ago
1
A snapshot of Chinese steel woes
A few charts from Morgan Stanley today nicely illustrate Chinese steel woes.
David Llewellyn-Smith
9 years ago
25
Daily iron ore price update (new low)
Here are the iron ore charts for February 9, 2015: Another new low for Qingdao, which is heading for the 50s if I’m not mistaken.
David Llewellyn-Smith
9 years ago
1
Iron ore miners fade on Chinese shocker
The big iron ore miners are rolling today with BHP and RIO down 1% apiece and FMG down 2.5% on the Chinese trade shocker.
David Llewellyn-Smith
9 years ago
6
Gotti: Gina sold Fairfax to fill Roy Hill black hole
News broke late Friday that Gina Reinhart has sold out of her Fairfax stake.
David Llewellyn-Smith
9 years ago
5
Daily iron ore price update (loose the baboons)
Here are the iron ore charts for February 6, 2015: A little price relief Friday but not for long.
David Llewellyn-Smith
9 years ago
3
Xie: Iron ore to crash to $35 in 2015
All I want to do is go home but this can’t wait.
David Llewellyn-Smith
9 years ago
31
Iron ore miners rally on
The big miners are again riding the global equity tide higher today with BHP up and FMG up 0.6%, RIO up 0.8%.
David Llewellyn-Smith
9 years ago
1
RIO mulls Simandou
From Bloomie: Rio Tinto Group is preparing to restart work on developing the world’s largest untapped iron-ore resource after West Africa’s Ebola crisis curbed progress on the $20 billion project.
David Llewellyn-Smith
9 years ago
11
Daily iron ore price update (raging bear market)
Here are the iron ore charts for February 5, 2015: Well then, paper is weakening again though Dalian holding.
David Llewellyn-Smith
9 years ago
1
Have iron ore miners flamed-out already?
It’s consolidation day for the iron ore miners.
David Llewellyn-Smith
9 years ago
1
US fund throws money into Fortescue
From the AFR: US-based fund management behemoth The Capital Group emerged on Thursday with a 5 per cent stake in struggling iron ore miner Fortescue Metals Group. Capital Group, which has about $US1.25 trillion ($1.61 trillion) in funds under management, is a long-term fund.
David Llewellyn-Smith
9 years ago
19
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