Do investors favour the next big thing, rather than focusing on long term success? Show More
fortescue
When I started Narrow Road Capital in 2012 many people would question why an Australian credit manager was so negative about lending to commodity linked companies. Australia has a plethora of miners so why wouldn’t I want to lend to at least some of those? The journey that Fortescue has... Show More
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Has the plunge in the iron ore price created value in iron ore stocks? The simple answer is no. The iron ore price has crashed 45% over the past ten months to a five-year low, with iron ore-exposed stocks such as Rio Tinto, BC Iron and Fortescue sold off sharply.... Show More
Fortescue has cleared resistance that I mentioned back on 17th July of $4.84 and I'm now targeting $5.14, or if if this is broken my target extends to $5.71. Don't hesitate to call me 02 9238 1308 or email cknights@shawstock.com.au Show More
Morgan Stanley anticipates no real impact if Fortescue Metals misses production guidance, with market's focus on debt repayment. Show More