Articles On Jameson Resources (ASX:JAL)

Title Source Codes Date
Bulk Buys: Goldman tips balanced iron ore market as seaborne demand plateaus

Goldman Sachs tips 2025 surplus for iron ore as Chinese infrastructure and property market pull steel demand in opposite directions Thinktank warns on met coal costs if market heads into decline But miners remain bullish there is a long r...

Stockhead JAL 2 days ago
Bulk Buys: Is BHP’s Anglo deal a move away or back into fossil fuels?

BHP’s $60 billion bid for Anglo looks like it’s all about copper But it could also make BHP a dominant producer of premium hard coking coal Why does the marriage of the Bowen Basin cousins make sense? BHP’s (ASX:BHP) proposed acquisitio...

Stockhead JAL 1 week ago
Top 10 at 10: It’s a right royal knees-up for Osteopore today

Stockhead’s Top 10 at 10, published at ~10.40am each trading day, highlights the best (and worst) performing ASX stocks in morning trade using live data. It’s a short, sharp update to help frame the trading day by showing the biggest movers...

Stockhead JAL 2 weeks ago
Bulk Buys: Baltimore bridge collapse puts spotlight on coal supplies

Coal markets are on watch for the impact of a shocking bridge collapse blocking the Baltimore port Jarden says stronger Asian steel spreads linked to lower iron ore and met coal prices will be positive for BlueScope Iron ore unlike to dip...

Stockhead JAL 1 month ago
Bulk Buys: BHP lauds cost control as iron ore prices wobble and African supply rush looms

Iron ore prices briefly dipped below US$100/t last week as weak steel fundamentals bite in China BHP’s new CFO Vandita Pant says African iron ore could disturb a balanced market between supply and demand But the world’s biggest miner is b...

Stockhead JAL 1 month ago
Closing Bell: ASX ends higher but iron’s ordinary problem isn’t going away

  Local markets give up early gains then regains them, closing 0.22pc higher Consumer Discretionary stocks offset losses in materials and Energy  Small Caps led by LBT Innovations   It’s hard to stay afloat when BHP sinks to a near nine-m...

Stockhead JAL 1 month ago
Bulk Buys: As iron ore hits first bump of 2024 road, Vale pledges focus on quality

Vale reported a strong fourth quarter, but has pledged to add quality tonnes in iron ore rather than just boost scale Executives at the Brazilian giant say while grade premiums are weak, the pellet market will stand out Needed in green st...

Stockhead JAL 2 months ago
Bulk Buys: BHP and Coronado look to India to keep bulk metals in sweet spot

Iron ore prices shocked to the upside last year, with BHP saying ‘contestable demand’ has eluded bearish estimates for the past five years BHP CEO Mike Henry is bullish on India as a growing hub for steel production, but coking coal could...

Stockhead JAL 2 months ago
Bulk Buys: Coking coal rallies as iron ore feathers Australia’s nest

Coking coal prices surge as China looks to tackle safety at deadly Shanxi coal mines China threatens iron ore price crackdown, in perpetually ineffective jawbone Perth and Canberra continue to get fat on iron ore outperformance Coking c...

Stockhead JAL 5 months ago
Bulk Buys: Fortescue cops a strike while the iron ore’s hot

Andrew Forrest’s FMG copped a first strike against its remuneration report for executive and director payments defended by the mining billionaire Fortescue’s iron ore boss says its new blend of “green” high grade and low grade iron will h...

Stockhead JAL 5 months ago
Bulk Buys: Are booming iron ore prices real or are they a bet on a future we’ll never see?

Iron ore is trading near US$130/t, with investment bank analysts ratcheting up forecasts for 2024 Big banks remain more sceptical that iron ore can hold as China’s property market and emissions reduction hopes loom Glencore joins with Asi...

Stockhead JAL 5 months ago
Bulk Buys: House of Hancock banks $5 billion profit as Roy Hill hits iron ore record

Gina Rinehart’s Hancock Prospecting pulled in a profit of over $5 billion for the third year running Its 70% owned Roy Hill mine, where the company will roll out its first electric locomotive next year, remains the mainstay TerraCom dumps...

Stockhead JAL 6 months ago
Closing Bell: ASX unconvincing ahead of big CPI read and maiden address by new RBA boss

Benchmark ASX index closes ahead +0.19% Materials lead ASX sectors on Tuesday Small caps led by ERW, NMR   Local markets have struggled to hang onto early gains after a mixed run on Wall Street overnight. The benchmark ASX200 (XJO) index...

Stockhead JAL 6 months ago
Bulk Buys: Mark Creasy eyes the iron throne, Rio gets bullish on Pilbara pipeline

High prices, low discounts set stage for development of CZR’s Robe Mesa deposit in the Pilbara Rio Tinto ramps up low grade iron ore sales to lift output With CZR on Rio’s doorstep could the DFS finally be the trigger for a takeover? Ma...

Stockhead JAL 6 months ago
Bulk Buys: Coal industry has a New Hope as investment void stokes higher prices

New Hope CEO Rob Bishop says coal pricing is not going back to historical norms as a dearth of new investments expose the sector to supply shocks NHC generated a record profit of more than $1 billion last year, gearing it up to pursue agg...

Stockhead JAL 7 months ago
Bulk Buys: Green steel is turning real as Fastmarkets launches Asian green steel premium index

A green steel market has taken another big step after Fastmarkets launched its first Asian green steel premium on Friday Fastmarkets regional editor Asia Paul Lim told Stockhead premiums paid for low carbon steel had been seen in excess o...

Stockhead JAL 7 months ago
Bulk Buys: Iron ore hits five-month high despite impending steel caps

Iron ore has in recent memory performed extraordinarily poorly in the second half thanks to a recent cycle of unfettered steel output in the first half of the year in China followed by a string of Government controls to keep output falling...

Stockhead JAL 8 months ago
Bulk Buys: Is MinRes cooling on magnetite?

Mineral Resources could face a deadline in its efforts to create a new magnetite iron ore province in WA’s Yilgarn region Fenix Resources shares drop despite $29m profit as dividend more than halves Bowen Coking Coal retools as Bathurst R...

Stockhead JAL 8 months ago
Bulk Buys: Here’s why BHP is confident US$100/t is the right price for iron ore

BHP sees cost support for iron ore prices at between US$80-100/t It suggests strong margins could remain in place for a while, even as majors look to ramp up iron ore supply and questions hover over Chinese steel demand The process to sel...

Stockhead JAL 8 months ago
Bulk Buys: The IEA reckons coal demand is … at record levels?

IEA predicts coal demand will remain around record levels in 2023, driven by China, India and South-East Asia Exports of thermal and met coal could outstrip 2019 record Rio boss admits China steel may have peaked Coal is on the nose with...

Stockhead JAL 9 months ago
Top 10 at 10: Data-tech firm Pointerra is living the US dream while Zeus digs in

Stockhead’s Top 10 at 10, published at ~10.30am each trading day, highlights the best (and worst) performing ASX stocks in morning trade using live data. It’s a short, sharp update to help frame the trading day by showing the biggest movers...

Stockhead JAL 9 months ago
Closing Bell: ASX 200 ends in damp squib on flat day; Core Lithium tumbles as Telix recovers

The ASX 200 closed -0.10% in the red today, after feeling flat all day Sectors wise, Energy stocks carried the torch with enthusiasm, while Materials wasn’t let anywhere near said torch Notable performers today: pharma stock Telix (ASX:TLX...

Stockhead JAL 9 months ago
Bulk Buys: Even Rio Tinto is concerned about China’s destitute property barons now

The iron ore market is weathering, as always, a particularly confusing range of signals about its next move. Up 1.79% yesterday afternoon in Singapore, iron ore futures hit US$105.50/t despite a host of pretty ordinary Chinese data which sp...

Stockhead JAL 9 months ago
Bulk Buys: Fitch has bearish take on steel markets but there could be second half upside

Try predict what commodity prices will do, and iron ore in particular, and they will make a fool of you. That’s what analysts, economists and forecasters do without any real sense of certainty, especially given the opaque nature of the Chin...

Stockhead JAL 10 months ago
Bulk Buys: Why has coal retreated so fast from last year’s record highs?

If coal’s crazy 2022 was a wonder to behold and a watershed moment for investors who have spent years chastising the ESG lens that has quickly and loudly engulfed the resources market, 2023 has been a chastening experience for those who tho...

Stockhead JAL 10 months ago
Bulk Buys: China’s State buyer not breaking the iron ore price just yet

China’s state iron ore buyer seems to be costing its mills more money than it is saving them in price negotiations with miners Reuters reports little has changed in the iron ore trade since the much-hyped introduction earlier this year of...

Stockhead JAL 11 months ago
Bulk Buys: Falling met coal prices throw a line to iron ore miners

Falling met coal prices have helped stabilise steel mills, providing solace for iron ore miners who have seen prices fall Chinese property data remains a concern for iron ore: NAB Genmin submits mining permit application ahead of FID for B...

Stockhead JAL 11 months ago
Bulk Buys: Dartbrook’s return shows thermal coal isn’t going away just yet

Despite prices falling this year, Australian Pacific Coal interim CEO Ayten Saridas says the thermal coal market has legs Its Dartbrook mine restart is one of a handful of coal developments approved to come online in the coming year Iron o...

Stockhead JAL 1 year ago
Bulk Buys: Chinese steel mills stay busy as iron ore market waits for signals

Chinese steel and iron ore demand an opaque picture as always as strong prices remain Sundance continues legal fight over African iron ore project Could ASX-listed Siberian coal miner be falling foul of Australian sanctions? Chinese steel...

Stockhead JAL 1 year ago
Bulk Buys: Are the bulks a buy? We asked Tribeca’s Todd Warren for his take

Tribeca Investment Partners portfolio manager Todd Warren gives us his take on bulk miners and commodities Champion Iron could be a long term beneficiary of rising spreads for higher grade iron ore Glencore and Teck, currently involved in...

Stockhead JAL 1 year ago
Bulk Buys: FMG puts back first production for US$3.9b Iron Bridge mine again

Fortescue Metals Group signals another, this time minor, delay at its Iron Bridge development First production from the 22Mtpa magnetite mine is due in late April Pearl Gull announces maiden resource at Cockatoo Island Andrew Forrest’s Fo...

Stockhead JAL 1 year ago
Bulk Buys: New Hope pays monster dividend, could double production

New Hope pays monster dividend on last year’s coal boom Targeting doubling of production in three years, with expectations demand will outstrip supply despite ESG pressures Magnetite completes optimisation study ahead of high grade iron or...

Stockhead JAL 1 year ago
Bulk Buys: Is China’s cautious growth target the red flag that halts iron ore’s bull run?

Iron ore’s bull run could be brought to a halt by China’s weaker than expected economic growth target Goldman predicts price record for Rio Tinto Thermal coal prices keep dropping Iron ore has been a bull’s game in 2023, with matadors spe...

Stockhead JAL 1 year ago
Bulk Buys: China’s pollution crackdown a familiar tale amid iron ore price run

China is again ordering sintering restrictions to crack down on pollution from its steel mills It comes after limits were placed on Dalian futures trading last week to bring the heat out of prices Junior miner CuFe posts maiden resource fo...

Stockhead JAL 1 year ago
Bulk Buys: BHP’s number crunchers see blue skies in China’s steely reopening

BHP (ASX:BHP) has reported, leaving only Rio Tinto (ASX:RIO) today to round out our February financial results season for the big three iron ore miners. In Oscars parlance none are expected to be award winners. Lower iron ore prices — and i...

Stockhead JAL 1 year ago
Bulk Buys: Australia’s newest coal miner says emerging economies will power thermal market for the next two decades

South African coal miner Thungela Resources will become the majority owner of Australia’s Ensham coal mine Its CEO July Ndlovu says thermal coal will see demand for at least two, maybe three decades Iron ore sales lift There may be clouds...

Stockhead JAL 1 year ago
CLOSING BELL: Adani and The Crown go head-to-head to see who can lose the most face in one day

King Charles III loses coveted job of lurking on Australia’s $5 notes Adani down in the dumps after binning its multi-billion dollar cake sale Spacetalk heads for the moon on news the company’s found itself a new CEO   The ASX has had yet...

Stockhead JAL 1 year ago
Bulk Buys: Thermal’s 243-day reign as king of coal ends

Newcastle thermal coal’s reign as the top priced product on the market has ended Premium hard coking coal returns to traditional position at a premium to energy coal as European demand wanes Iron ore prices remain strong, but MySteel says...

Stockhead JAL 1 year ago
Bulk Buys: China’s return to Australian coal market to be a slow moving beast

Chinese companies are starting to make bids for Australian coal cargoes after an unofficial ban that ran for over two years But Coronado CFO Gerhard Ziems says Australian coking coal exports to China will only touch half of pre-pandemic le...

Stockhead JAL 1 year ago
Bulk Buys: As the 2023 season begins, who’ll blink first in BHP’s royalty dance off with Annastacia?

BHP did not deliver capital guidance for its BMA coal mines in Queensland last year after new royalty tiers drawing billions for Qld were introduced last July While CEO Mike Henry also cited China’s coal ban as a factor, its capex strike l...

Stockhead JAL 1 year ago
Bulk Buys: Iron ore miners have one last roll of the dice at this green steel thing before 2022 is up

Efforts to develop zero emissions steel are at an early stage Fortescue Metals Group backs new attempt to use low grade iron ore in green steelmaking Coal exports are forecast to outstrip iron ore for the next two financial years Green st...

Stockhead JAL 1 year ago
Top 10 at 10: These ASX gold, uranium stocks look outstanding this morning

Stockhead’s Top 10 at 10, published at ~10.30am each trading day, highlights the best (and worst) performing ASX stocks in morning trade using live data. It’s a short, sharp update to help frame the trading day by showing the biggest movers...

Stockhead JAL 1 year ago
ASX November Winners: Who’s leading the way for small caps as global markets rally?

Global share markets rally continue to rally in November despite ongoing economic and geopolitical pressures Avenira led the gainers in November after reporting a positive update on its proposed DSO Phosphate Project Gut health company Mic...

Stockhead JAL 1 year ago
Bulk Buys: Forrest targets ‘value over volume’ as he flags ramp up of African iron ore project

Fortescue Metals Group boss Andrew Forrest says green energy focused FMG will pursue value over volume in flagship iron ore business Actually also looking to increase volumes, with new high grade mine in Pilbara and African exploration pus...

Stockhead JAL 1 year ago
Bulk Buys: It’s a ‘pivot toward positivity’, but will China’s Covid shift actually light a fire under iron ore?

Iron ore prices posted a recovery on Monday as China relaxed some of its previously steadfast Covid measures Steel mills are still loss-making in China, with a real bounce in demand needed to bring prices back above US$100/t But experts sa...

Stockhead JAL 1 year ago
Closing Bell: High flyin’ Invictus Energy, OD6 Metals shake off small cap slump

Small caps drops 0.53%, fails to recover from the RBA speech overnight CBA says history shows stocks tend to advance after US midterms US megacap and tech companies had a bit of a rough earnings season   Small caps closed 0.53% lower toda...

Stockhead JAL 1 year ago
Closing Bell: Small caps, ASX200 rise; Tinkler takes a tear out of Jameson Resources, shares gain 50%

ASX 200 halves gains on the run home  Small cap index closes about 0.7% higher Tinkler takes more Jameson, shares jumps 50%   Up strongly this morning following some epic 90’s style US leads on Friday… …the benchmark ASX200 is giving it...

Stockhead JAL 1 year ago
CLOSING BELL: No, you haven’t hit your head… HIQ is up 75% today because it’s off to play in the Premier League

ASX 200 bounces back to grind out a 0.47% win for the day HitIQ’s new deals look set to cement its place in professional sports Star gets some heartburn-inducing mail from regulators in Queensland If you’re like me and can’t read the word...

Stockhead JAL 1 year ago
Bulk Buys: New Aussie coal mines are getting off the ground, but supply remains fragile

AQC faces roadblocks in its bid to revive Dartbrook coal mine, while New Hope gets approval for New Acland coal extension after 13 years New coal supply is slowly emerging, but the market is expected to remain tight with wet weather expect...

Stockhead JAL 1 year ago
Bulk Buys: Traders see little optimism in the Chinese steel market, but iron ore miners are looking long term

Iron ore miners are funding a wave of new developments, despite red flags in the Chinese steel market While miners are long term bulls, the short term outlook is clouded by China’s economic issues and Covid Zero policy The gap between low...

Stockhead JAL 1 year ago