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...
288 Views
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...
261 Views
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...
361 Views
China Data Inflecting Positively - Iron Ore Rising - Fortescue and Rio Direct Plays
In my last insight, Fortescue Metals 15% Dividend Yield/Buybacks + China Stimulus, I had pitched Fortescue Metals (FMG AU) as a direct play on iron...
198 Views