The last few weeks has seen a significant move in both FMG and AWC with the former rallying over 30% while AWC has corrected over 23% – if we see this relative performance extend further MM will consider taking a short-term profit on FMG and allocating part of the holding into AWC, increasing our holding in the process.
scroll
Question asked
Question asked
Question asked
Question asked
Question asked
Question asked
Question asked
Question asked
Question asked
Question asked
Question asked
Question asked
Question asked
Question asked
Question asked
Question asked
Question asked
Question asked
Question asked
Question asked
Question asked
Question asked
Question asked
Question asked
Question asked
Question asked
Question asked
Question asked
Question asked
Question asked
Question asked
Question asked
Question asked
Question asked
Question asked
Question asked
Question asked
Question asked
Question asked
Question asked
Question asked
Question asked
Question asked
Question asked
Buy Hold Sell: The best and worst performers of FY25
Close
Friday 4th July – Dow up +344pts, SPI up +27pts
Close
Thursday 3rd July – ASX -42pts, PME, NWH, GLF
Close
MM is considering switching from FMG and increasing our AWC position
Add To Hit List
In these Portfolios
Related Q&A
China risks
Thoughts on Fortescue (FMG)
Fortescue (FMG)
Upcoming dividends BHP, FMG and NHC
Is it time to buy the fall in quality mining stocks &/or GQG following their latest FUM nos
BHP v FMG
Energy & mining stocks
Dollar cost averaging
Resource stocks are a hard call at times!!
Thoughts on FMG and WK Kellogg Co (KCG US)
Dividends into reporting season
FMG in income portfolio
Upcoming dividends and growth potential
Thoughts on the pending Acquisition of Alumina (AWC)
Updated thoughts on Iron Ore i.e. RIO,BHP & FMG
Thoughts on Iron Ore names, i.e. RIO, BHP, FMG etc
Your comments on some stocks please
Iron Ore Producers
Updated thoughts on Iron Ore please
Updated view on RIO, BHP & FMG please.
Updated view on Iron Ore, again!
What is your view on major iron ore names RIO, BHP, and FMG?
What are MM thinking on iron ore names FMG, BHP and RIO?
What does MM think of A4N & Alumina?
Does MM like Alumina (AWC)?
How does MM see Fortescue (FMG) trading through 2022?
Does MM prefer FMG or RIO?
Thoughts on FMG dividend
Update on FMG
Do we prefer AD8 or ABB more?
Is there an arbitrage opportunity picking up ICQ shares?
When should we cut our losers?
Querying Fortescue’s cost base
This weeks Commodities Webinar
Fortescue Metals (FMG) & new IPO LIS
Using moving averages in analysis
Would we sell WHC to buy FMG?
Short term price targets for various stocks
Taking profits on miners?
Thoughts on AWC
Outlook for base metals
Tackling FMG & Iron Ore
Thoughts on BHP, RIO & FMG
MM views on AWC
Relevant suggested news and content from the site

Video
WATCH
Buy Hold Sell: The best and worst performers of FY25
James Gerrish & Henry Jennings

Podcast
LISTEN
Friday 4th July – Dow up +344pts, SPI up +27pts
Daily Podcast Direct from the Desk

Podcast
LISTEN
Thursday 3rd July – ASX -42pts, PME, NWH, GLF
Daily Podcast Direct from the Desk
Members only
UNLOCK MARKET MATTERS NOW
Take a free trial.
No payment details required.