Will China strong arm BHP into lower iron ore prices?
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Will China strong arm BHP into lower iron ore prices?
Allegations that the Chinese government told steel mills to stop buying from BHP shake markets.
2 picks in an undervalued ASX sector
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2 picks in an undervalued ASX sector
Investors may be too pessimistic about this industry.
Anglo American strikes deal to create a new copper giant
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Anglo American strikes deal to create a new copper giant
We are surprised that Teck agreed to the merger on these terms, and wouldn’t be surprised if there is a twist in the tale.
Our view of BHP after June quarter results
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Our view of BHP after June quarter results
Record copper volumes are reported.
Two cheap ASX lithium miners to benefit from recovery
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Two cheap ASX lithium miners to benefit from recovery
We forecast a recovery in lithium prices by the end of 2026 as demand continues to increase.
Are BHP shares cheap after recent fall?
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Are BHP shares cheap after recent fall?
Quarterly performance solid in key iron ore and copper divisions.
ASX gold play to take advantage of surging prices
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ASX gold play to take advantage of surging prices
Strong results on the back of elevated gold prices.
2 cheap ASX resource plays
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2 cheap ASX resource plays
After reporting results these two shares are undervalued.
Dividend drought continues at ASX miner
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Dividend drought continues at ASX miner
Reduced payout rate and lower dividend but we leave our fair value unchanged.
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