IRON ORE News & Analysis

First half results largely met our expectations.

Solid start to the fiscal year from the ASX's largest miner. 

BHP, Rio Tinto and Fortescue have fallen meaningfully this year due to weakness in China. Are they attractive?

We think investors may have overreacted to recent news.

Our view on the potential acquisition and what BHP gets with Anglo American

Morningstar has updated its commodity price forecasts and stock recommendations.

Morningstar updates commodity forecasts and our fair value for miners including BHP, Fortescue and Rio.

Commodity prices supportive, some opportunities available; China’s modest economic growth weighs.

The company grows iron ore sales six percent but we remain wary. 

Strong share price rallies have pulled this well-known blue-chip miner and an Australian software giant deeper into “overvalued”...