Fortescue > 12% Dividend Yield Play
Fortescue Metals is a beneficiary of China loosening. It trades at a 6.8x PE with a 12% div yield, and a historical record of returning almost 34%...
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Screening the Silk Road: Q3 2021 All Cap Screening - Free Cashflow (FCF)
Is it the start of a 12-year bull market in value? That's the duration of the last period when APAC value outperformed growth. Q'1s FCF screen...
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Fortescue: A Big Dividend Coming Your Way!
Strong H2 2021 profits for Fortescue of >6.4 bn USD with an annual dividend yield of 15% make it a good short-term pick into the results.
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Global Metals and Mining: Reluctantly Grinding Higher
Metals and Mining stock exposure among active Global funds is at a 7-year high. Average weights hit a new multi-year peak of 1.64%, with cash...
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Fortescue: Iron Ore at $200/Ton, A Scenario Analysis
Fortescue metals is a pure-play on iron ore. With iron ore prices set to breach 200$/ton and sustain at 160-170$/ton in the short-term, there is a...
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