The Outlook for Copper Prices Is Worse than Most Think
The outlook for copper prices is worse than most think. Battered copper mining stocks may now screen as cheap, but we see further...
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Lowering Long-Term Copper Forecast and Cutting Rio Tinto's Fair Value Estimate to A$38
Like its peer BHP Billiton, Rio Tinto has ridden the commodity supercycle since the early 1990s. Rio Tinto's asset portfolio is less diversified,...
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BHP Billiton's Heavy Investment Through the China Boom Has Diluted Returns and Destroyed the Moat.
BHP Billiton has a number of the world's largest mines. Key mining commodities are iron ore, coking coal and copper. In addition, the company has...
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BHP Billiton (BHP AU): Market Has Overreacted to the Samarco Disaster
Since the Samarco Disaster on 5th November, the market has slashed a whopping A$16.8b from the market cap of BHP Billiton. That's 14% of it's...
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RBA Downbeat on Commodity Price Outlook
In a speech today, Christopher Kent, Assistant Governor, flagged that the RBA expects the speed of China's economic development to ease further,...
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