iron ore

We are entering our 4th week (or so) of a quiet/consolidation period for Capital Raisings. We are chugging along at a pace of 4 to 6 share placements per day, with...

At Tectonic we spend our days (and nights) looking for asymmetric investment opportunities - those set-ups where we can make multiples of our invested capital if we...

The Australian dollar fell sharply at the end of last week, but only after it reached 80 cents for the first time since February 2018. Global factors have been...

The Australian-dollar price is now higher than in its heyday of 2011, delivering big wins for investors in highly-leveraged juniors such as Fenix and Strike. And...

Global equities wobbled on Thursday but overall it is looking increasingly as though markets didn’t really need a ‘blue wave’ US election after all. The MSCI World...

Earlier this month the Aussie dollar was rebuffed as it tested 74 cents, a 2 year high. But the past week has produced a genuine correction, with the Aussie falling...

Last week, Market Matters hosted a Resource Round Table to give an overview of the commodity market, and then delve into picks that give exposure to it, big and small....

The US dollar is on track for its first weekly gain since June. The greenback has been undermined by America’s very patchy coronavirus control policies and political...

Plus, DGO cleaning up on its 16% stake in De Grey and Firefly in a halt pending gold assays Given De Grey Mining’s multi-million ounce Hemi gold discovery in the...

Iron ore, the bulk commodity that underpins the Australian economy, has continued to power along largely undisrupted despite the global economic uncertainty from...

High iron ore prices and supply disruptions in Brazil have many forecasting lower profits for Fortescue in FY21, but Stephane Andre from Alphinity Investment...

Iron ore prices should hold above $100 in the medium term on the back of continued demand from China and stimulus in developed markets, says John Ayoub from Wilson...

At last Friday’s parliamentary appearance, RBA Governor Lowe said that the activity restrictions imposed in Victoria in response to the resurgence of Covid-19 cases...

With the price defying analysts’ predictions of a sharp drop and BHP saying this week that it no longer expects “an abrupt step down”, juniors such as Fenix and Strike...

At a high level, the commodities sector appears to be a bright spot in a market ravaged by the pandemic. The S&P/ASX Metals & Mining Index has advanced 7%...

Zigging and zagging have been the story of 2020. The equity market zigged higher, then zagged sharply lower as the health and economic ravages of COVID-19 became...

Australia has been viewed as an outperformer in the global battle against Covid-19, and with justification. Australia’s death toll of 106 and currently just 10 people...

No, we aren’t projecting a USD150/t iron ore price. Last year we wrote, A Different Kind of Portfolio Manager, wherein we argued Mineral Resources (MIN) was heavily...

2020 has certainly not started the way anyone would have hoped for, and we sincerely hope that you and your loved ones are safe and healthy. From what initially...

Over the last two years, one of the biggest factors driving financial markets globally has been the US-China trade war. Nowhere has this effect been more pronounced...