Juerg Kiener, managing director & CIO of Swiss Asia Capital Singapore, says BHP Billiton's decision to spin off its smaller assets like lead, zinc and aluminum creates opportunities.
Graham Kerr, CEO of South32, outlines the strategy for the new entity, which consists of "normal but high quality mining assets."
Newly formed mining and metals group South32 is open to acquisitions once it breaks from BHP Billiton, its CEO-elect Graham Kerr said on Wednesday.
Sean Fenton, director & portfolio manager at Tribeca Investment Partners, weighs the pros and cons of investing in South32.
Rob Brierley, head of Research at Patersons Securities, attributes the firm's valuation for South32 at $2.40 per share to potential upsides in aluminum prices.
Ahead of the shareholder vote on Wednesday, Barry Dawes, head of Resources at Paradigm Securities, explains why the demerger of BHP Billiton will be a positive move.
Shareholders of BHP Billiton will meet in Perth and London on Wednesday to vote on the miner's plan to demerge into two new entities, BHP Billiton and South32.
Gaurav Sodhi, resource analyst of Intelligent Investor, warns investors to steer clear of base metal stocks, saying prices are artificially high.
After overshooting on the downside, commodity prices will likely consolidate and rise slightly this quarter, with copper being the first to recover, says Andrew Su, CEO of Compass Global Markets.
Daniel Hynes, commodity strategist at ANZ Research, attributes a rise in investor appetite for commodities to factors like a weaker U.S. dollar and easing moves from China.
Despite a recent 5 percent surge in prices, Juerg Kiener, MD & CIO at Swiss Asia Capital, Singapore, expects iron ore to head back down on the back of supply concerns.
Gaurav Sodhi, Resources Analyst at Intelligent Investor, says iron ore prices remain tied to the supply-demand response, so investors shouldn't get too carried away by recent gains.
Caterpillar reported earnings and revenue that beat expectations. But CEO Doug Oberhelman warned on CNBC: Don't expect a repeat.
Iron-ore's plunge has put Western Australia's credit rating under pressure, but that's not likely to imperil Australia's AAA just yet, analysts said.
The price of iron ore soared overnight as BHP Billiton signaled it would slow its expansion programs, says Jonathan Barratt, chief investment officer of Ayers Alliance Securities.
Shares of BHP Billiton and Rio Tinto will continue to track sideways for the rest of 2015, says Michael Gable, managing director at Fairmont Equities.
Kunal Sawhney, chief executive at Kalkine, explains why the global miner's first-quarter production report "doesn't look very good" compared to a year ago.
Mike Harrowell, director of Resources Research at BBY, says the 12 percent rise in first-quarter iron ore production was a "good number" that will help Rio Tinto meet its 2015 guidance easily.
Jake Klein, executive chairman at Evolution Mining, says the acquisition of La Mancha's Australian gold assets was a "fair-value investment" that offered a "tremendous opportunity."
With more downside ahead in iron ore prices, investors should stay away from Australia's miners, except for BHP Billiton and Rio Tinto, says Gavin Wendt, founding director & senior resource analyst at Minelife.