Topic Archives: iron ore

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    Thanks HN and AFM for the info on MGX. I was at first confused by the ticker and couldn’t see why you were excited by...

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    Flippa01 on HC is a very knowledgeable bloke in this area. 2 v recent post regards autoclaves. Including delivery ti...

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    It may be better if you don't read this ! There are a lot of exciting near-term opportunities discussed on this threa...

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    I apologize in advance for the length of this article but I haven't worked out how to send a link. Behre Dolbear wants ...

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    My previous big cap preferences were BHP, TCK and Rio Tinto. If I wanted to enter the big cap sector, I would also chec...

  • Travis Johnson, Stock Gumshoe

    True, they've been hit by coal regulation in Alberta, iron ore tanking, and Voisey's Bay royalty disputes. I still own ...

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    $VALE...long...Vale controllers Said at Loggerheads as Pact Deadline Looms...means increased political risk Bloomberg...

  • SoGiAm

    Gains on China's commodities exchanges from Sept 1 Coal +72% Iron Ore +28% Rubber +25% Nickel +16% Palm Oil +15% Z...

  • arch1

    There is good evidence that huge iron ore deposits were built up over eons by what have long been called iron fixing bac...

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    You may be right about the unreasonable cost, but China will do and has done things involving construction and infrastru...

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    Attention Scottu. The company referred to is Mount Gibson Iron. Looked at it only briefly. Iron ore. No position, no i...

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    Thanks Dunnydane. Dolbear newsletter gives a lot of interesting info....nickel and zinc heading up, Joy being acquired f...

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    Doesn't China's Strategy is to buy commodities like iron ore at the lowest prices or own the source and then dump steel ...

  • arch1

    ben that is very interesting as the next iteration of computer technology is likely to be organic in form. That is inc...

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    Sounds like iron ore, where there might be an oversupply just as demand is falling off....

  • Travis Johnson, Stock Gumshoe

    There have been pretty long cycles in many commodities even before the last decade's "supercycle" -- there's an...

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    Iron ore! One blip in 40 years and that's their recommendation? Anyone who resorts to using "Billionaire" in their name ...

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    Sounds like what Iron ore needs is our Political Minions to get serious about an infrastructure rebuilding program. Ther...

  • arch1

    joe I have been otherwise occupied today and just got this far,,,have not read any answers by others so this is my take....

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    Yes it would be deflationary; or rather, one can imagine it happening easily in a deflationary environment. We alre...

  • Travis Johnson, Stock Gumshoe

    FYI, Lemelson reportedly doubled his short position, partly because the spin-off of Viking and the one-time gain from th...

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    Sandi, VALE is a position which has not yet received a recommendation to sell from UWR In other words, we don't yet hav...

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    Hi Ken, No one is predicting high iron ore prices...I think Travis' point was that the iron resources are aleady co...

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    What are you smoking. 62% iron ore at $100 this year? The reason I don't believe the hype about Altius is that most of...

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    $ATUSF Thanks, Travis. Long $ATUSF. What commodity moves do you think would be necessary to kick off a significant c...

  • Travis Johnson, Stock Gumshoe

    I've paid more than this price for some of my shares, though that was when there was substantially more optimism about i...

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    This is a sector that is not a quick return sector. This sector is a BOOM or BUST. It takes years for a boom and when i...

  • Travis Johnson, Stock Gumshoe

    I'd have called my comments "cautious" and I ...

  • Travis Johnson, Stock Gumshoe

    I did so briefly here: http://www.stockgumshoe.com/2014/12/december-idea-of-the-month-close-it-down/ Short answer: the r...

  • Travis Johnson, Stock Gumshoe

    Yes, for Altius it's almost all iron ore concern -- Alderon is a big part of their growth potential, and with iron ore n...

  • Ben Lawrence

    Iron Ore slumps to 5 yr low per Bloomberg Gold rallies from lowest since 2010 per Bloomberg...

  • Ben Lawrence

    Gold and Iron Ore DUST eft up almost 11% today Best-Ben...

  • Travis Johnson, Stock Gumshoe

    Fantastic game! Haven't seen them in person for a while. I am a fan of Altius and still have a major holding in the ...

  • Travis Johnson, Stock Gumshoe

    Earnings just out, iron ore sentiment (and prices) terrible for Alderon, I haven't done anything with my shares -- will ...

  • Travis Johnson, Stock Gumshoe

    Though Altius should have good cash flow next quarter, the price continues to be subject to general pessimism about comm...

  • Travis Johnson, Stock Gumshoe

    FYI, Karim Rahemtulla of Wall Street Daily is out with a ...

  • Travis Johnson, Stock Gumshoe

    Apologies if I left some words out -- I meant that shipping is, as a percentage of cost, a larger issue for iron ore tha...

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    .......'Iron ore is the most valuable export from Australia, which also happens to be the closest major exporter to Chin...

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    RIO's announcement yesterday, in part: Conakry – 26 May 2014 Today in Conakry, the Government of Guinea and its pa...

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    For a PURE Australian iron ore play leveraged to China, there is FMG.ASX. It is a large, efficient iron ore miner, still...

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    ARLP HAS BEEN MY BLACK ROCK AND THE RULES THEY PLAY BY MUST BE DIFFERENT, WHEN I TALKED TO THERE BANK REP LAST YEAR HE...

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    What does this mean ? and shipping the stuff is expensive because it’s heavy, that price is only about six cents a ...

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    If you want a pure bet on iron ore, there is Mesabi Trust (MSB) currently showing a dividend rate of 8.27% on E-Trade ($...

  • Travis Johnson, Stock Gumshoe

    Alderon is down 10-12% today, too -- I don't know of anything happening currently but I suspect it's another wave of pan...

  • Travis Johnson, Stock Gumshoe

    I would and have added to both Altius and Ligand at very close to today's prices, though at these prices I've been nibbl...

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    the main problem with Vale these days is not Brazil but Guinea. It is not about the ebola virus which has broken out the...

  • Travis Johnson, Stock Gumshoe

    I like Alderon, too, but certainly riskier -- they still have to raise a huge amount of money for the project, which is ...

  • Travis Johnson, Stock Gumshoe

    The valuation at Altius is still pretty good, but it's a different calculation now because ongoing cash receipts from ro...

  • Travis Johnson, Stock Gumshoe

    Just that the only real risk to a short on GNI is a huge spike in iron ore prices. Such a spike would benefit the other ...

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    There's the regular rail line that goes from Adelaide (state capital of South Australia) north to Alice Springs and to D...

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    I bought Copa some time back and have really done exceptionally well. Of course I lost a little on Embraer, the Brasili...

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    Advanced Exploration (AXI-V) really does have a project/prospect that has a multi-generational life. It is a massive ir...

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    I hold most of the aforementioned , as well as the largest steel dividend stock> GNI Great Northern iron ore. 1...

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    THE ARTICLE says"there’s not any way to be very sure about what production levels will be and what iron ore p...

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    The mesabi ore is low grade and very hard, so it is more expensive to mine than most other iron ores, i.e., it is more l...

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    Bye the way (CDY) Cardero Resouces went from $1.20 on 23 Oct. to $1.71 yesterday. Looking for $4-6.00 as the bidding for...

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    It has to do with iron ore I believe Jim. Another Aussie iron ore Jr. already made a huge splash. China w/b their bigges...

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    Having grown up on the north shore of Lake Superior and knowing where they are talking about. It will be very doubtful t...

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    Murchison Metals (MMX on the ASX). is an iron ore stock touted with heaps of growth potential. Could be as high as $25-$...

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