31/07/2025 17:18

Rio Tinto (RIO) $111.70

RIO -3.55%: Released a solid half year result with their UK listing trading overnight and shares there closing 1.3% lower with the shares holding up ok in today’s trade given the historic selloff in copper -20% overnight.

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23/07/2025 09:44

RIO Tinto Ltd (RIO) $118.32

It doesn’t take much effort to see that RIO tracks the iron ore (Fe) price extremely closely. This is no surprise, as over 50% of its revenue came from the bulk commodity in FY24.

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16/07/2025 16:48

Rio Tinto (RIO) $110.52

RIO +0.22%: Reported 2nd quarter results showing mixed operational performance with Pilbara iron ore shipments soft but copper and bauxite production outperforming. 

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08/05/2025 09:25

RIO Tinto Ltd (RIO) $115.93

RIO has outperformed BHP slightly in 2025, having slipped just -1.3% year to date. The miner has a similar exposure to iron ore, with aluminium as its next most important commodity.

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16/04/2025 17:37

Rio Tinto (RIO) $108.37

RIO -2.72%: March quarterly production figures highlighted the miner’s weakest start to a year in a decade on the back of severe weather conditions hitting its Pilbara iron ore operations, with iron ore production and export volumes taking a hit.

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20/03/2025 09:53

BHP vs RIO

First off this morning, we’ve considered whether MM still prefers BHP Group (BHP) over RIO Tinto (RIO) as talk around the potential end to RIO’s dual listing gathers momentum – so far in 2025, RIO is up +1.8%, and BHP group (BHP) +0.2% while both have also paid healthy dividends.

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04/03/2025 09:13

RIO Tinto Ltd (RIO) $117.41

Iron ore giant RIO advanced +3.6% on Monday, outpacing BHP, which closed up +1.4%. There isn’t a massive gap between the two miners at this stage, with both basically flat year-to-date, but as we saw last September when they embraced the China recovery story, the upside is exciting.

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27/02/2025 09:20

RIO Tinto Ltd (RIO) 115.02

RIO fell 3.4% on Wednesday, with weakness gaining momentum in London, on increased talk of a multi-billion dollar capital raise to help settle a $US6.7bn lithium acquisition.

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20/02/2025 09:27

Mineral Resources (MIN) & RIO Tinto (RIO)

The shocking performance by MIN has weighed on our performance, and again, we must ask if this cluster has simply become too hard. MIN was hammered yesterday after revenue and underlying earnings beat consensus, but lower iron ore guidance and higher capex at a time when debt is elevated saw a capitulation-style sell-off. The psychology is half the issue here and it feels like the market has lost faith in some of the rhetoric being espoused by the company. 

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03/12/2024 09:45

RIO Tinto (RIO) $119.28

RIO is less than 10% below its October high, outperforming BHP, which has slipped ~12%. However, both are highly correlated to the iron ore price. If iron ore rallies, so will RIO, which generated ~55% of its revenue last year from the bulk commodity.

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