Major ASX miner remains overvalued following production update Iron ore strength keeps production on track despite lower copper output. Mentioned: Rio Tinto Ltd (RIO) Rio Tinto’s (ASX.RIO) Pilbara iron ore sales of 72 million metric tons in the second qua... See more
ASX giant falls short on copper guidance Weak copper guidance appears temporary, but valuation concerns remain. Mentioned: BHP Group Ltd (BHP) BHP (ASX.BHP) sold 350,000 metric tons of copper in the fourth quarter, down 8% on a year ago, with fiscal 2026 ... See more
New Hope Corp Ltd | Morningstar Rating for Stocks | Fair Value | Economic Moat | Capital Allocation | |---|---|---|---| | J.p | LOCK|&sJ | LOCK|xLhg$Wv | New Hope's Fair Value Increased 9% as We Raise Our Assumed Midcycle Thermal Coal Price Business S... See more
Gold Miners: We Update Our Near-Term Price Assumptions as Gold Enters a Bear Market We lower fair value estimates across our gold mining coverage. The gold price continues to fall. At around $4,200 per ounce now, it is down 13% since we last updated our a... See more
Lynas Rare Earths Ltd | Morningstar Rating for Stocks | Fair Value | Economic Moat | Capital Allocation | |---|---|---|---| | A$26.00 | Cfxtd | Nydrskbws | Lynas Well Placed to Benefit as the West Tries to Create an Independent Rare-Earth Supply Chain Bus... See more
