Iron Ore Tracker (04-Mar-2025): PMI Rebound And China TSF Looking Good, All Eyes On NPC
Iron ore could benefit from China's massive TSF number in January and the rebounding manufacturing PMI number in February. Our tracker helps...
725 Views
Shortlist Of High Conviction Ideas: Income, Value, and Margin of Safety - February 2025
We compile our selection of small and mid-cap names with desired characteristics of high dividend yields, value, and margin of safety and updates.
1.2k Views
Iron Ore Tracker (10-Feb-2025): Rangebound / Pounding the Table On Fenix Resources (FEX AU)
Iron ore received a boost as analysts upgraded their near-term forecasts, anticipating improved demand from China. We strongly recommend employing...
464 Views
Iron Ore Tracker (20-Jan-2025): Temporary Closure of Hedland and Dampier to Boost Prices
Iron ore supply has been temporarily curtailed by inclement weather in Australia and bounced back to >100 USD/ton. January is an important month as...
500 Views
Iron Ore Tracker (6-Jan-2025): What Does the New Year Hold in Store For Iron Ore
We summarize our estimates for iron ore pricing in CY25. We also provide some interesting equity/options-related opportunities for market...
565 Views