07/11/2025 11:20

Shawn’s Trade Ideas

Our WDS position still looks good & RIO on the radar

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23/09/2025 09:30

RIO Tinto Ltd (RIO) $116.92

RIO advanced +2.6% on Monday although its still slightly down year-to-date. However, we can see a good move brewing for the diversified but predominantly iron ore miner as the bulk commodity pushes towards $US110 and investors search for value in a rich market, i.e. we can see some rebalancing back towards the profitable and yield-paying stocks that have lagged this year.

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11/09/2025 09:26

RIO Tinto Ltd (RIO) $114.57

RIO has performed better than BHP in the last three weeks, but year-to-date, it is still around 5% behind in the head-to-head race.

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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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