Fortescue Metals: Iron Ore Stronger for Longer
Fortescue Metals (FMG AU) just got stronger for longer with the iron ore numbers
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Ganfeng Lithium: Will the Rally ‘Peter Out’ as Fundamentals Catch-Up
Shares of Ganfeng Lithium (1772 HK) has increased over 250% in the last three quarters. The spectacular rally is only second to Fortescue Metals...
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Fortescue: Time to Book Some Profit on the Name?
Since my first insight on Fortescue Metals (FMG AU) on the 17th of March 2020 (Fortescue Metals 15% Dividend Yield/Buybacks + China Stimulus), a...
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Core Correlations: Iron Ore Research Weekly - July 6th, 2020
Demand China Manufacturing PMI: Manufacturing PMI data from China continues to be healthy after posting a dip in February due to COVID. June data...
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Iron Ore: Brazil Supply Shortage Risk / Play Fortescue and Rio Tinto
Brazil, one of the largest suppliers of iron ore to the seaborne market (~22% market share) is in the spotlight as it registered its 500,000th case...
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