27/08/2025 09:50

Fortescue Metals (FMG) $19.22

There is currently only one position in the Active Income Portfolio that is down on our entry price, with FMG 3.3% on the wrong side of the ledger. They reported FY25 earnings yesterday that were solid and largely in line with our expectations, though the dividend of was a touch higher.

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11/08/2025 09:13

Shawn’s Trade Idea: Fortescue Metal (FMG) $18.85

FMG is gathering momentum on the upside as the iron ore price defies gravity, remaining above $US100/MT, and the miner refocuses on its knitting—shipping iron ore most cost-effectively to China.

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24/07/2025 17:17

Fortescue Metals (FMG) $19.00

FMG +4.34%: Shipped 55.2 million tons of iron ore in the 3 months through June, taking its full-year volume to an all-time high of 198.4 million tons.

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23/07/2025 09:46

Fortescue Metals (FMG) $17.81

The market is lukewarm on Iron Ore stocks generally, and as a result, there is not much love for Fortescue, being the purist large cap exposure on the ASX. 66% of analysts have a hold call, 11% are in the sell camp, and only 22% of analysts have it as a buy.

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29/04/2025 17:41

Fortescue Metals (FMG) $16.37

FMG +5.87%: The pure-play iron ore miner impressed with its 3rd quarter result showing a ramp-up of total iron ore production while maintaining full-year production and cost guidance despite adverse weather events.

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17/03/2025 09:00

Chart of the Week – Fortescue Ltd (FMG) $16.27

FMG is undoubtedly a volatile beast, halving from its early 2024 high, with not even its chunky dividend helping offset the capital depreciation in just over one year.

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20/02/2025 17:28

Fortescue Metals (FMG) $18.24

FMG –6.22%: 1H25 result was a slight miss operationally due to higher costs versus consensus and lower revenue. Higher non-cash charges drove a miss on underlying earnings, which translated through to a lower interim dividend. 

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11/02/2025 09:32

Fortescue Ltd (FMG) $18.29

FMG has lagged BHP when it comes to dancing with Chinese stocks, which is no surprise as it’s a pure iron ore (Fe) play. We don’t anticipate a strong move by China’s equity market to drag FMG higher, but we’re already seeing some analysts soften their bearish outlook for Fe

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04/02/2025 09:47

Fortescue Ltd (FMG) $18.29

The iron ore complex was hit hard yesterday with FMG -4.4% the weakest of the majors although RIO -2.1% and BHP -1.8% were still caught in the downdraft, however, the bulk commodity ended the day largely unchanged. China arguably remains Trumps main focus, he just started  his tariff campaign with weaker targets to test the waters, the overnight negotiations with Mexico make this move appear prudent.

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30/01/2025 09:56

Fortescue Ltd (FMG) $19.09

We included FMG this morning because it’s currently the highest-yielding ASX200 on historical numbers,  which has proven to be a yield trap for many – a common issue for investors wearing blinkers.

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