China Data Inflecting Positively - Iron Ore Rising - Fortescue and Rio Direct Plays
In my last insight, Fortescue Metals 15% Dividend Yield/Buybacks + China Stimulus, I had pitched Fortescue Metals (FMG AU) as a direct play on iron...
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The Month the World Stood Still (Part II) - The Cost Could Be Less than the Announced Stimulus
With COVID-19 and stimulus packages being in the news day in and day out, here are my two cents on what policy makers need to do to get over this...
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New J. Hutton – Exploration Report (Weeks Ending 08/03/20) Abridged
COVID-19 disruption will last longer than many are forecasting China property sales very weak, as is its domestic rebar utilisation Gold Road...
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Recommend SELL – BHP, RIO, FMG, PEX, PM8 & LYC
Still forecast Coronavirus will become a global pandemic 31 Chinese Provinces and up to 400m people under expanded quarantine measures Have reason...
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Electricity Sector: Calling RIO’s Bluff
Electricity Sector Calling RIO’s Bluff We are calling Rio Tinto’s (RIO) bluff that closure of its NZAS aluminium smelter at Tiwai Point near Bluff...
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