ASX:ILU

ILUKA RESOURCES LIMITED

Equities
James Gerrish

Another hugely interesting day and we’ve just had BHP across the ticker to round things out (I have done a quick recording below after the numbers dropped). Six large caps dropped more than 6%, a couple by more than 20% while on the flipside, five stocks in the top 200... Show More

Stefan Hansen

On my last trip to China, we were a little cautious despite the optimism displayed by China’s primary industries — a flow on from the stimulus-led recovery of 2016. Our caution proved warranted. Money supply tightened and key macro indicators weakened, which hit bulks in particular. This time around there... Show More

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

Troy Angus

Some of the key issues we are considering as we look into the next financial year are as follows: Will global growth momentum be sustained? Can geopolitical tensions derail the economic expansion? What absolute level of long-term interest rate becomes an impediment to equity prices continuing to rise? Will oil... Show More

Equities
Alex Cowie

The chaos of reporting season makes a good case against markets being efficient. It will take weeks, if not months, to fully parse the recent data download of many hundreds of reports, and to also process views gleamed from the ensuing company roadshows. Reporting season can thus generate a long... Show More