False Dawn: The Bulk Commodity Mining Rally Will Prove Short-Lived
Bulk commodity miners are overvalued. Shares of iron ore and met coal miners have rallied to levels notseen since 2014, when Chinese steel demand...
343 Views
Future of Logistics: Australian Logistics Industry to Cash in on Chinese Bauxite Demand Boom
The geographical mismatch between metal ore supply and demand countries is one of the key factors driving logistics industry growth globally. In...
240 Views
ANIMAL SPIRITS: Reflationary Investment Thesis Intact Without Fiscal Trumponomics
Executive Summary Early focus on trade and protectionism by the Trump administration has not stemmed the reflation regime change. The setback in...
402 Views
Bradken - Mine, All (Well, Not Quite) Mine
A 34% premium to the undisturbed price, all conditions (bar the tendering one) received, board approval, directors tendered and the IFA assigning a...
421 Views
Solid Second Quarter for Fortescue; AUD 2.80 Fair Value Maintained
Fortescue’s fiscal 2017 second-quarter iron ore shipments of 42.2 million tonnes were broadly in line with recent periods and our expectation. We...
207 Views