Equity, Bottom-up Analyst, Investics Research

Sameer Taneja

A buy-side analyst with over 18 years of experience investing in Asian markets and specializing in the mid-small cap space, emphasizing value investing in companies with good free cash flows/dividends and long-term holding horizons. 
Exempt Financial Adviser (EFA) under CrossASEAN Research Pte Ltd. It is important to note that the information provided by Investics Research is based on publicly available data and own knowledge, which has been gathered and analyzed from a variety of sources. While every effort has been made to ensure the accuracy and completeness of the information provided, it is not guaranteed to be free from errors or omissions. All forecasts and estimates are based on information that has been obtained from public sources that are considered to be reliable. The sources include but are not limited to, company announcements, exchange filings, presentations, etc. Investics does not guarantee the accuracy and completeness of the forecasts, estimates, and/or other information.

Equity, Bottom-up Analyst

Fortescue Metals Group: 11% Dividend Yield for FY22

China Stimulus: Big Loan Growth Numbers, Good for FMG?

Fortescue Metals (FMG AU): 8% Yield At Spot Price With Risks, Wait For Better Entry Point

Fortescue: A Big Dividend Coming Your Way!

Fortescue: Iron Ore at $200/Ton, A Scenario Analysis

Fortescue Short-Term Better Risk Reward Emerging

Investics Research

It is important to note that the information provided by Investics Research is based on publicly available data and own knowledge, which has been gathered and analyzed from a variety of sources. While every effort has been made to ensure the accuracy and completeness of the information provided, it is not guaranteed to be free from errors or omissions. All forecasts and estimates are based on information that has been obtained from public sources that are considered to be reliable. The sources include but are not limited to, company announcements, exchange filings, presentations, etc. Investics does not guarantee the accuracy and completeness of the forecasts, estimates, and/or other information.

Equity Bottom-up Research

Equity Bottom-Up

<ul>
<li>Over the last three years, <a href="https://www.smartkarma.com/entities/fortescue-metals-group-ltd" target="_blank" data-smartkarma-citation="entities:41:1" rel="noopener">Fortescue Metals (FMG AU)</a> has paid shareholders 6.5 AUD/share of dividends, equivalent to 34% of today's share price. </li>
<li>
<a href="https://www.smartkarma.com/entities/fortescue-metals-group-ltd" target="_blank" data-smartkarma-citation="entities:41:1" rel="noopener">Fortescue Metals (FMG AU)</a> at a 130$/ton iron ore price implies a 12% dividend yield. China's recent easing measures to boost property give us confidence in iron ore prices.</li>
<li>Fortescue's strong net cash balance sheet position ( 2.6 bn USD ) provides a decent margin of safety. </li>
</ul>


Over the last three years, Fortescue Metals (FMG AU) has paid shareholders 6.5 AUD/share of dividends, equivalent to 34% of today's share price. 

Fortescue Metals (FMG AU) at a 130$/ton iron ore price implies a 12% dividend yield. China's recent easing measures to boost property give us confidence in iron ore prices.
Fortescue's strong net cash balance sheet position ( 2.6 bn USD ) provides a decent margin of safety. 


Fortescue Metals

Fortescue > 12% Dividend Yield Play