#KDNC – Supply Disruptions Raise Morningstar Near-Term Iron Ore Price Forecasts

A STOCK STRATEGIST INDUSTRY REPORTS by Mathew Hodge Near-term tightness in the iron ore market has persisted and intensified, with several developments in Brazil further restricting  Vale’s (VALE)supply and Cyclone Veronica off Australia interrupting Pilbara shipments. We’ve factored in a reduction of another 20 million tonnes in Vale’s output in 2019 and 10 million tonnes in 2020. […]

Ian Pollard – Your Dominos #DOM Christmas – 12 Pizzas A Second

Dominos Pizza Grp DOM saw fourth quarter sales for the 13 weeks to the 30th December produce a strong performance in the UK but with some weakness internationally. Group organic system sales rose by 5.8% compared to 1.6% for international system sales. UK system sales rose by 6% and the company enjoyed its busiest week […]

Redrow Admits To Decades Of Under Supply

Redrow RDW managed to increase its average selling price in 2016 by over 10% which is not bad going in an economy parts of which are struggling with price deflation.  Redrow blames the continuing housing boom on decades of under supply, which raises the question of course as to why Redrow and all the other […]

Alan Green & Zak Mir discuss AAL, BARC & TYM on TipTV

Zak Mir, Technical Analyst for Zak’s Traders Cafe, was alongside Alan Green, CEO for Brand Communications, when he opened the Tip TV Finance Show to discuss the outlook for a variety of stocks, as well as the chance of a UK rate rise and the weakness in the banking sector. Stocks discussed include Anglo American […]

China Slumps Into Growth At Mad Hatters Tea Party

That, dear reader, is what the media, the high flying economists, the serious, oh so serious, news anchormen on Bloomberg and Alice in Wondervision, would have you believe. The Chinese economy is in decline, it is crumbling and look what the decline is doing to the prices of commodities.  They are in free fall, have been in […]