Quarterly performance solid in key iron ore and copper divisions.

Strong results on the back of elevated gold prices.

After reporting results these two shares are undervalued.

Reduced payout rate and lower dividend but we leave our fair value unchanged.

First half results largely met our expectations.

Deterra owns a unique and world-class asset but is only suitable for investors who know what they are signing up for.

These two companies are trading at a meaningful discount to our fair value. 

Fiscal 2025 first-quarter results were largely in-line with our expectations but shares are trading at 25% premium to our fair value.

Solid start to the fiscal year from the ASX's largest miner. 

Rio have made a counter-cyclical move to buy some of the world's lowest-cost lithium assets. Our mining analyst Jon Mills says the firm is still all...