FXPO: Geopolitical & Balance Sheet Risks Overblown; Deep Discount Provides Buying Opportunity
Initiating coverage of Ferrexpo Plc (FXPO LN) with a target of £2.10/sh. Markets are unduly concerned about the geopolitical risks and balance...
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Steel and Copper Bull Theme
Chartonics webcast Monday 22 May 2017Jiangxi Copper and Vale - Metals themeTo view click on this link: https://www.screencast.com/t/aHRePSJUw7:19...
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Iron Ore Current Pressure Weighs on Vale Stock Price
Brazil is the second largest exporter of Iron Ore (19,6% of exports).China imported 82,23m tons of Iron Ore in April Vs 95,56m tons in March.Over...
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Future of Cobalt Vis-A-Vis EVs
As per the Financial Times ("FT") article dated 24th Feb 2017, electric vehicle ("EVs") manufacturers and battery producers have been scrambling to...
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Solid Second Quarter for Fortescue; AUD 2.80 Fair Value Maintained
Fortescue’s fiscal 2017 second-quarter iron ore shipments of 42.2 million tonnes were broadly in line with recent periods and our expectation. We...
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