ASX:RIO

Dacian shares poised to play catch-up as countdown to ‘commercial production’ begins

Barry FitzGerald

Dacian missed the gold sector’s recent run – which means there is upside to be had as its production ramp-up gains pace. And Rio is still trying to lock-down more acreage in the red-hot Paterson Province, which may explain its ongoing refusal to shed light on its Winu copper ‘discovery’... Show More

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Will you win from Winu copper ‘find’? Rio still refusing to say

Barry FitzGerald

Details of Rio’s reportedly-huge copper find in WA continue to leak. Following last week’s aerial photos showing a 56-man camp and drill rigs, this column can now reveal the project apparently has a name: Winu. Of course, Rio refuses to confirm this – presumably because that would confirm the discovery... Show More

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RIO buy-back looks attractive, but beware the scale-back

Peter Gardner

On 20 September 2018, Rio announced a $US3.2B (A$4.4B) share buy-back which includes US$1.9B (A$2.6B) as an off-market buyback and the balance being allocated to Rio Tinto’s existing on-market buyback. The buy-back will have a $9.44 capital component, with the balance being a fully franked dividend. The buy-back will be... Show More

Preferring catwalk corduroy over the sexy things

Schroders Australia

It has long been difficult to place rationale around valuations in certain areas of the market. While the supermodels get all the spotlights, it’s the cardigan wearing brigade that seem more like a solid investment, allowing scope for many different futures — both good and not so good — without... Show More

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The fundies' view on thirty key results this August

Livewire Exclusive

If reporting season has kept you busy, you may have missed the regular commentary on notable results from Livewire's contributing managers, so we’ve pulled them all together for you here. For the fundies' view on results from Afterpay, Netwealth, Telstra, JB Hifi, REA Group, and 25 other key stocks, click... Show More

Zircon looks set to give investors some good times

Barry FitzGerald

Mineral sands prices have risen sharply this year and are tipped to continue climbing on the back of a supply deficit. This has underpinned share price gains for emerging producers such as Sheffield, Strandline and Image, which stand to benefit handsomely as their projects progress in parallel with growing demand. Show More

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Why the best, reinvest

Schroders Australia

Reinvestment is a vexing issue for investors. At one extreme, where physical capital is not a barrier to entry, global best practice sees aggressive investment in order to attempt to sustain competitive advantage. Show More