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1. voda 9 juli 2024 07:32

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   Jefferies herhaalt het koopadvies voor RIO TINTO PLC LS-,10
   dinsdag 9 juli 2024 - 04:55u -
   
   Jefferies verhoogt het koersdoel van RIO TINTO PLC LS-,10 naar 6.400,00GBX van 6.000,00GBX. Het koopadvies van woensdag 10 april 2024 wordt herhaald. Dit vorige advies heeft geresulteerd in een rendement van 0,10%.
   
   www.guruwatch.nl/advies/172052/RIO-TI...
2. bearishbull 9 juli 2024 07:49

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   quote:

   voda schreef op 9 juli 2024 07:32:

   Dit vorige advies heeft geresulteerd in een rendement van 0,10%.
   
   

   Yes vuurwerk verwacht dus :)
3. voda 11 juli 2024 12:12

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   Trending Now: BHP to temporarily shut Western Australia Nickel operations
   Power Materials News | July 11, 2024
   
   Australian mining giant BHP said Thursday it will suspend its Western Australia Nickel operations until February 2027, Kallanish reports.
   
   The long-awaited decision comes after BHP started a review of Western Australia Nickel in February, in response to the oversupply in the global nickel market. “Forward consensus nickel prices over the next half of the decade have fallen sharply reflecting strong growth of alternative low-cost nickel supply,” the miner explains.
   
   A transition period will start this month. The miner will suspend its Nickel West mining and processing operations, as well as the West Musgrave project from October.
   
   Despite investing $3 billion since 2020, BHP is expecting an underlying EBITDA loss of around $300 million for the Western Australia Nickel operations in the financial year to 30 June 2024 due to low global nickel prices.
   
   “Like others in the Australian nickel sector, we have not been able to overcome the substantial economic challenges driven by a global oversupply of nickel,” says BHP’s president Australia, Geraldine Slattery. “We have made the difficult but necessary decision to temporarily suspend the Nickel West operation and West Musgrave project.”
   
   Slattery notes the company will continue to invest around AUD 450 million ($300m) per year in the Western Australia Nickel assets to facilitate “a potential re-start.” Highlighting Western Australia as an “important investment destination” for the company, the executive adds investment in the state is expected to be over AUD 12 billion across the next 5 years.
   
   BHP says it will offer all Western Australia Nickel’s frontline employees another role within the company. It will also identify redeployment opportunities for other employees. Additionally, an AUD 20m Community Fund will be set up to support local communities and businesses during the temporary suspension.
   
   A significant increase in Indonesian supply and a drop in EV demand saw nickel prices plunge in the past year. At least six nickel facilities in Australia have either announced a reduction in operations or entered care and maintenance, prompting the Australian government to include nickel in the country’s critical minerals list early this year.
   
   From an average price of over $25,000/tonne in the 18 months from the start of 2022, nickel price is now at $16,725/t, according to the Australian government.
   
   Bron: via email
4. voda 17 juli 2024 06:45

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   RBC herhaalt het houdadvies voor RIO TINTO PLC LS-,10
   woensdag 17 juli 2024 - 06:48u -
   
   RBC verlaagt het koersdoel van RIO TINTO PLC LS-,10 naar 5.800,00GBX van 6.100,00GBX. Het houdadvies van woensdag 24 januari 2024 wordt herhaald. Dit vorige advies heeft geresulteerd in een rendement van -0,87%.
   
   www.guruwatch.nl/advies/172216/RIO-TI...
5. voda 17 juli 2024 09:44

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   Advancing Materials for Tomorrow: Rio Tinto's Second Quarter Milestones
   
   Synopsis: Rio Tinto has reported its second quarter production results, showcasing notable advancements across key operations worldwide. Highlights include progress in the Pilbara iron ore shipments, significant developments in the Simandou iron ore project in Guinea, and strides in decarbonization efforts through innovative technologies like ELYSIS and BioIron.
   Updated on :
   Wednesday, July 17, 2024
   
   Rio Tinto, a global leader in mining and metals, has released its second quarter production results, revealing significant strides in operational performance and strategic initiatives. Led by Chief Executive Jakob Stausholm, the company has underscored its commitment to sustainable growth and innovation in the materials essential for the global energy transition.
   
   During the second quarter of 2024, Rio Tinto’s Pilbara iron ore shipments reached 80.3 million metric tons, marking a 2% increase compared to the same period last year. Despite challenges such as a mid-May train collision impacting rail capacity and stockpiles, productivity gains mitigated these disruptions. Pilbara iron ore production, at 79.5 million metric tons, saw a marginal decline of 2% year-on-year but registered a 2% increase sequentially, showcasing resilience amidst operational adjustments.
   
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   www.oreaco.com/steel/advancing-materi...
6. voda 17 juli 2024 09:45

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   Forging Ahead: BHP's Strategic Insights and Achievements in 2024
   
   Synopsis: BHP, under CEO Mike Henry's leadership, has navigated a transformative year marked by record iron ore production at WAIO, robust copper output globally, and strategic advancements in sustainability and growth projects like the Jansen potash mine. Despite challenges like the temporary suspension of nickel operations, BHP's focus on operational efficiency and strategic divestments underscores its resilience and commitment to sustainable mining practices.
   Updated on :
   Wednesday, July 17, 2024
   
   In the fast-paced realm of global mining, BHP has charted a course of significant achievements and strategic insights throughout 2024. Under the stewardship of Chief Executive Officer Mike Henry, the company has adeptly steered through a year of notable milestones, setting new benchmarks in operational performance and strategic growth.
   
   Central to BHP's success story is its Western Australia Iron Ore operations, which celebrated another year of record production. This achievement reflects ongoing enhancements along the supply chain, propelling BHP closer to its medium-term target of surpassing 305 million metric tons per annum in production. The stellar performance of WAIO has not only underpinned BHP's ability to meet production and cost targets across commodities but also highlighted its operational excellence in one of its cornerstone assets.
   
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7. voda 22 juli 2024 08:22

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   Unveiling BHP's Robust Performance: Record-Breaking Production Amidst Global Challenges
   
   Synopsis: BHP, a leading global resources company, has released its Operational Review for the year ended 30 June 2024. The report highlights record production in several key areas, including Western Australia Iron Ore and copper operations in Chile. The company also completed the sale of Blackwater and Daunia metallurgical coal operations and announced the temporary suspension of Western Australia Nickel operations due to market conditions.
   Updated on :
   Monday, July 22, 2024
   
   BHP's Operational Review for the year ended 30 June 2024 reveals a strong performance across its diverse portfolio of assets. The company achieved record production in several key areas, demonstrating its resilience and operational excellence in the face of global challenges. Western Australia Iron Ore (WAIO) continued its impressive streak, delivering a second consecutive year of record production. This achievement was attributed to ongoing incremental improvements along the supply chain, as BHP progresses towards its medium-term goal of increasing production to more than 305 million metric tons per annum.
   
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8. voda 22 juli 2024 10:00

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   Vale Production Report 2Q24: Positive Signs Despite Challenges
   Jul. 19, 2024 11:55 PM ET Vale S.A. (VALE) StockBHP, FSUMF, RIO10 Comments
   Multiplo Invest profile picture
   
   Summary
   - Positive points were an increase in the volume of iron ore production and a possible positive outcome for environmental liabilities.
   - Negative points were prices lower than expected, due to lower premiums.
   - Despite the risks, the company trades at a valuation of just 3.6x EBITDA, extremely cheap.
   
   Voor meer, zie link:
   
   seekingalpha.com/article/4705230-vale...
9. voda 22 juli 2024 10:02

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   Rio Tinto: Underwhelming Trends And Forecasts (Rating Downgrade)
   Jul. 20, 2024 10:59 AM ET Rio Tinto Group (RIO) Stock, RTNTF Stock, RTPPF Stock10 Comments
   Manika Premsingh
   Investing Group Leader
   
   Summary
   - Rio Tinto's share price remains firmly underwhelming as iron ore prices have weakened and its prospects aren't encouraging either.
   - While some support is possible from aluminium and copper, the company's upcoming H1 2024 results can show weakness. The trend can also continue for the full year 2024.
   - While Rio Tinto's forward dividend yield is notable, the market multiples don't indicate price upside, making it one only for long-term dividend investors and not for capital appreciation right now.
   - I am Manika Premsingh, an investment researcher, writer, and macroeconomist. I focus on converting big-picture trends into actionable investment ideas. I am a contributor for Green Growth Giants where we share ideas on investing in the fast-growing green economy.
   
   Voor meer, zie link:
   
   seekingalpha.com/article/4705296-rio-...
10. voda 24 juli 2024 06:56

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    HSBC verhoogt het houdadvies voor RIO TINTO PLC LS-,10 naar kopen
    woensdag 24 juli 2024 - 05:58u -
    
    HSBC verhoogt het koersdoel van RIO TINTO PLC LS-,10 naar 5.750,00GBX van 5.550,00GBX. Het houdadvies van maandag 20 mei 2024 wordt vervangen door een koopadvies. Dit vorige advies heeft geresulteerd in een rendement van -0,76%.
    
    www.guruwatch.nl/advies/172395/RIO-TI...
11. voda 24 juli 2024 06:57

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    HSBC herhaalt het koopadvies voor GLENCORE PLC DL -,01
    woensdag 24 juli 2024 - 05:56u -
    
    HSBC verhoogt het koersdoel van GLENCORE PLC DL -,01 naar 435,00GBX van 410,00GBX. Het koopadvies van maandag 20 mei 2024 wordt herhaald. Dit vorige advies heeft geresulteerd in een rendement van -16,85%.
    
    www.guruwatch.nl/advies/172396/GLENCO...
12. voda 31 juli 2024 13:20

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    Vale's Coffers Swell: Mining Giant's Profits Soar in Q2 2023
    
    Synopsis: Brazilian mining company Vale reported a significant increase in net profit for the second quarter of 2023, driven by higher iron ore prices and increased sales volumes.
    Updated on :
    Tuesday, July 30, 2024
    
    Vale, one of the world's largest mining companies, has reported a remarkable financial performance for the second quarter of 2023. The Brazilian mining giant, known for its extensive iron ore operations, has seen its net profit surge to impressive levels, showcasing the company's resilience and ability to capitalize on favorable market conditions.
    
    According to the financial report released by Vale, the company's net profit for the second quarter of 2023 reached $2.15 billion. This figure represents a substantial 35.7% increase compared to the $1.58 billion reported in the previous quarter. The significant jump in profits underscores Vale's strong position in the global mining industry and its ability to leverage market opportunities effectively.
    
    One of the primary factors contributing to Vale's impressive financial performance was the increase in iron ore prices during the second quarter. The company benefited from a 10% rise in the average realized price of iron ore fines, which reached $115.2 per metric ton. This price increase played a crucial role in boosting Vale's revenue and profitability, highlighting the importance of market dynamics in the mining sector.
    
    Voor meer, zie link:
    
    www.oreaco.com/steel/vales-coffers-sw...
13. voda 7 augustus 2024 07:12

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    Panmure Gordon & Co geeft verkoopadvies voor RIO TINTO PLC LS-,10
    woensdag 7 augustus 2024 - 05:59u -
    
    Panmure Gordon & Co geeft verkoopadvies voor RIO TINTO PLC LS-,10 met een koersdoel van 3.720,00GBX.
    
    www.guruwatch.nl/advies/172910/RIO-TI...
14. voda 9 augustus 2024 09:01

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    Morgan Stanley herhaalt het koopadvies voor RIO TINTO PLC LS-,10
    vrijdag 9 augustus 2024 - 06:45u -
    
    Morgan Stanley verlaagt het koersdoel van RIO TINTO PLC LS-,10 naar 6.400,00GBX van 6.600,00GBX. Het koopadvies van maandag 24 juni 2024 wordt herhaald. Dit vorige advies heeft geresulteerd in een rendement van -6,59%.
    
    www.guruwatch.nl/advies/172967/RIO-TI...
15. voda 21 augustus 2024 07:03

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    Berenberg herhaalt het houdadvies voor BHP GROUP LTD. DL -,50
    woensdag 21 augustus 2024 - 05:57u -
    
    Berenberg verlaagt het koersdoel van BHP GROUP LTD. DL -,50 naar 2.000,00GBX van 2.100,00GBX. Het houdadvies van donderdag 8 september 2022 wordt herhaald. Dit vorige advies heeft geresulteerd in een rendement van -1,78%.
    
    www.guruwatch.nl/advies/173214/BHP-GR...
16. voda 27 augustus 2024 07:28

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    Citi Research herhaalt het houdadvies voor RIO TINTO PLC LS-,10
    dinsdag 27 augustus 2024 - 05:55u -
    
    Citi Research verlaagt het koersdoel van RIO TINTO PLC LS-,10 naar 5.300,00GBX van 5.700,00GBX. Het houdadvies van dinsdag 4 juli 2023 wordt herhaald. Dit vorige advies heeft geresulteerd in een rendement van 7,13%.
    
    www.guruwatch.nl/advies/173357/RIO-TI...
17. voda 11 september 2024 07:04

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    Deutsche Bank herhaalt het koopadvies voor RIO TINTO PLC LS-,10
    woensdag 11 september 2024 - 06:58u -
    
    Deutsche Bank verlaagt het koersdoel van RIO TINTO PLC LS-,10 naar 6.000,00GBX van 6.200,00GBX. Het koopadvies van woensdag 19 juni 2024 wordt herhaald. Dit vorige advies heeft geresulteerd in een rendement van -11,45%.
    
    www.guruwatch.nl/advies/173773/RIO-TI...
18. voda 13 september 2024 07:20

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    Vale's Iron Ore Ambitions Soar: Defying Market Headwinds with Audacious Forecast
    
    Synopsis: Brazilian mining giant Vale raises its 2024 iron ore production forecast to 323-330 million metric tons despite global price declines. The company cites improved efficiency and logistics as key factors behind the optimistic outlook.
    Friday, September 13, 2024
    
    In a bold move that has caught the attention of the global mining industry, Brazilian powerhouse Vale has announced an ambitious increase in its iron ore production forecast for 2024. Despite facing headwinds in the form of declining iron ore prices on the world market, Vale has set its sights on producing between 323 and 330 million metric tons of iron ore this year. This announcement, reported by Bloomberg, signals Vale's confidence in its operational capabilities and its strategic positioning in the face of challenging market conditions.
    
    Vale's decision to raise its production forecast comes as a surprise to many industry observers, given the current state of the iron ore market. The company attributes this upward revision to several factors, including exceptional performance in the first half of the year, significant improvements in its processes and logistics operations, and maintained profitability across all of its operating segments. This positive outlook persists even as iron ore prices face downward pressure, highlighting Vale's resilience and adaptability in a volatile market environment.
    
    Voor meer, zie link:
    
    www.oreaco.com/steel/vales-iron-ore-a...