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...
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Core Correlations: Iron Ore Research Weekly - July 6th, 2020
Demand China Manufacturing PMI: Manufacturing PMI data from China continues to be healthy after posting a dip in February due to COVID. June data...
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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...
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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...
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Fortescue Metals 15% Dividend Yield/Buybacks + China Stimulus
Fortescue is generating bucketloads of cash. The stock is pricing in that this phenomenon will not last very long. Fortunately, on the back of a...
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