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BHP Group Ltd (BHP LN)
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Australia
BHP Group Limited operates as a mining company. The Companyengages in the exploration, development, production and processing of iron ore, metallurgical coal, and copper. BHP Group serves customers worldwide.
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bullish
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Fortescue Metals
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19 May 2020 08:26
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...
Sameer Taneja
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199 Views
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bullish
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Fortescue Metals
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09 Mar 2020 06:14
New J. Hutton – Exploration Report (Weeks Ending 08/03/20) Abridged
COVID-19 disruption will last longer than many are forecasting China property sales very weak, as is its domestic rebar utilisation Gold Road...
Gaius King
305 Views
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bearish
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Thematic (Sector/Industry)
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03 Feb 2020 04:43
Coronavirus & Commodities – What to Do? (Flash Note)
Coronavirus infection widespread within China with high transmissibility Almost certain to become a global pandemic Investor concerns over future...
Gaius King
384 Views
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bearish
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Fortescue Metals
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28 Nov 2019 17:36
Australian Material: FMG - Too Rich Compared to Its Peers?
Fortescue Metals (FMG AU), an Australian pure-play iron ore producer, has returned nearly 130%, whilst LSE listed Ferrexpo Plc (FXPO LN) is trading...
Venkat Ramana Nandyal
393 Views
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bullish
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Alkane Resources
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11 Nov 2019 22:48
New J Hutton – Exploration Report (Weeks Ending 08/11/19)
Decline in Li price far lower and quicker than anticipated Existing Li producers’ earnings will compress dramatically in time Initiate SELL...
Gaius King
367 Views
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