11/05/2026 08:57

Shawn’s Trade Idea: Buy Fortescue Limited (ASX: FMG) $21.27

We believe the risk/reward towards FMG is attractive targeting the $25 area, or 15-20% higher.

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24/04/2026 16:37

Fortescue Metals (FMG) $19.78

FMG -5.67%:  delivered a solid March quarter, with the core Pilbara hematite business again doing the heavy lifting, while weather disruptions weighed on Iron Bridge and prompted a downgrade to FY shipment guidance for that higher-grade product.

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08/04/2026 09:55

Fortescue Ltd (ASX:FMG) $20.68

As we mentioned we hold BHP in our Active Income Portfolio with the iron ore exposure supported by pure play FMG, i.e. currently 12% of our income portfolio has iron ore exposure. This is a simpler story than BHP and Rio, with FMG offering direct leverage to iron ore. As the chart below illustrates, if prices hold above ~$US100, the stock should benefit, supported by an attractive ~6% fully franked yield.

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24/03/2026 09:12

Fortescue Ltd (FMG) $19.05

Fortescue rallied after delivering a high-quality result in February, with strong earnings, expanding margins and a dividend ahead of expectations, all underpinned by its industry-leading cost base. While most operational metrics were already flagged, the key standout was cash generation, with free cash flow more than doubling year-on-year and the balance sheet remaining conservatively geared.

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25/02/2026 18:06

Fortescue Metals (FMG) $21.14

FMG +4.7% had a good move today after they delivered strong earnings, margin expansion and a dividend ahead of expectations, all underpinned by its industry-leading cost base. 

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28/01/2026 09:25

Fortescue Metals (FMG) $21.87

FMG delivered a solid December-quarter update last week, which we didn’t cover at the time. The market took it as a mild negative, and the stock drifted lower - not materially, but enough for it to lag BHP and Rio, which have traded well over the past week, helped by their exposure to the likes of copper.

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17/12/2025 09:39

Fortescue Metals (FMG) $22.10

Iron Ore market fundamentals have been tighter than many expected on a range of factors, which has seen Iron Ore prices stay firm and trade comfortably above $US100/mt. The Iron Ore stocks have been solid as a result, with Rio Tinto (RIO) trading to new all-time highs while Fortescue is up more than 60% from 2025 lows.

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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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