Where Is Fortescue Heading ?
Historically, iron ore prices and stock prices have been very correlated. This correlation tends to have short term breakdowns, but over the...
210 Views
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...
253 Views
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,...
310 Views
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...
216 Views
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...
237 Views