A look into newly listed Glencore’s valuation
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A look into newly listed Glencore’s valuation
A new ASX heavyweight with coal, copper and trading exposure.
Updating our assumed commodity prices and fair values of the two largest Aussie miners
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Updating our assumed commodity prices and fair values of the two largest Aussie miners
Stronger copper, aluminum and zinc prices offset by iron ore.
ASX rare earths play looks to expand production
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ASX rare earths play looks to expand production
The largest rare-earth producer outside of China acquires competitor to increase production.
ASX miner raises dividend despite earnings miss
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ASX miner raises dividend despite earnings miss
Dividend surprise boosts investor confidence.
World’s largest miner benefits from copper boom
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World’s largest miner benefits from copper boom
Copper driven earnings growth underpins higher dividends and fair value upgrade.
ASX iron ore player downgraded ahead of earnings
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ASX iron ore player downgraded ahead of earnings
Rising costs and delayed production drive fair value cut for ASX iron ore player.
Big dividend raise from ASX mainstay
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Big dividend raise from ASX mainstay
Strong commodity pricing helps mining giant.
ASX gold miner overvalued despite stronger gold prices
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ASX gold miner overvalued despite stronger gold prices
Higher gold prices boosted profit yet shares remain materially overvalued.
Major ASX miner remains overvalued following production update
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Major ASX miner remains overvalued following production update
Iron ore strength keeps production on track despite lower copper output.
ASX giant falls short on copper guidance
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ASX giant falls short on copper guidance
Weak copper guidance appears temporary, but valuation concerns remain.
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