The Metal Detective:

Have commodity prices bottomed?


METAL prices have defied gloomy predictions by staging a spirited rally in the past few weeks. Does it mean that we have already seen the worst of commodity markets as investors look beyond the current China wobbles? The Metal Detective by Stephen Bell



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Addendum to Metal Detective



YESTERDAY’S Metal Detective, “West African iron ore-over hyped?”, cites a Macquarie Bank report out of London, which featured a table: “Current west African potential iron ore projects”.  - more

West African iron ore over-hyped?



BROKEN dreams are inevitable in the fashionable, but over-hyped, west African iron ore belt, says Macquarie Bank. And some prominent Australia-backed ventures don’t even make it to the bank’s A-list. The Metal Detective by Stephen Bell   - more

Forum an ideal melting pot for deals



WITH the highly anticipated Diggers & Dealers forum literally just days away, merger and acquisition activity along with deals will drive industry interest and market speculation.   - more

Speaker line-up sure to impress



WITH a keynote address by economics and political commentator Niall Ferguson, and colourful Ivanhoe Mines boss Robert Friedland sure to woo the crowd during his talk on the last day, this year’s Diggers & Dealers Forum promises to be anything but boring.  - more

What the brokers saw at Fortescue



AS Andrew Forrest strode the national stage last week on his anti-mining tax crusade, brokers and investors were slogging through Fortescue Metal Group’s Pilbara operations. And … shock, horror … some concluded that Twiggy’s eye-popping expansion plans are too optimistic. The Metal Detective by Stephen Bell   - more


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