BULKS

The iron ore price puzzle

If iron ore is trading at around US$163 a tonne, why are the share prices of major producers based on a price of less than US$70/t?

Tim Treadgold
The iron ore price relative to mining companies is proving quite the head-scratcher

The iron ore price relative to mining companies is proving quite the head-scratcher

The only possible answers to that question posed this week in a bank research note are that either the market is mispricing top producers such as Rio Tinto, BHP, Fortescue Metals and Anglo American, or...

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