TMI Snapshot: After Juukan Gorge, Rio Tinto Sentiment Stabilizes. Reckoning Time For FMG?
We text mined for ESG-related coverage of Rio Tinto to find that sentiment (74% correlated with the equity) has stabilized since the Juukan Gorge...
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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...
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MGX: "Cash Is King" – Not Always
Mr Market is pricing Mount Gibson Iron Ltd (MGX AU) for less than its net cash and liquid assets on its balance sheet, which implies that an...
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FXPO: Q3/17 Production Lower, Stock Priced Fairly
Ferrexpo Plc (FXPO LN) reported Q3/17 production of 2.5Mt, slightly lower than our expectation. YTD production is 8% lower compared to similar...
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