MINERS News & Analysis

Exploring the commodity as prices continue to soar. 

This lithium miner is trading at a 22% discount to our fair value. 

Fiscal 2025 first-quarter results were largely in-line with our expectations but shares are trading at 25% premium to our fair value.

With recent movements in commodity prices, we identify shares to avoid at current prices. 

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

Morningstar's Esther Holloway recently opened coverage on an ASX lithium producer. Her report features something very rare in the mining industry.

This share is trading 31% below our fair value.

Is the proposed deal a winner for shareholders?

The shares remain undervalued as we anticipate higher sales from lower-cost mines driving improved margins. 

As the deadline for raising the bid approaches we lower our fair value estimate for BHP.