Amteus Share Discussion Threads

[tpaulbeaumont] 06/9/2012 09:38

more on FMG and its cash crunch

[tpaulbeaumont] 03/9/2012 08:30

Seasonalities excepted (Feb/Mar decline from Chinese New Year) it looks pretty grim

[tpaulbeaumont] 03/9/2012 08:17

Final reading for HSBC China Manufacturing #PMI comes in at lowest reading since Mar-09.
Index at 47.5 (Jul: 49.3)

[tpaulbeaumont] 31/8/2012 08:10

60% of the world's iron ore production loss making at current prices...

[tpaulbeaumont] 30/8/2012 10:08

and for balance (biased tho ;)

[tpaulbeaumont] 30/8/2012 09:00

Its truly delicious when fundamental and technical approaches yield the same conclusion :)

[tpaulbeaumont] 29/8/2012 09:01

incase you missed it lol

[tpaulbeaumont] 26/8/2012 13:28

Sinodependency

Teenage angst

The implications of China's slowdown
Aug 25th 2012 | Hong Kong | from the print edition

[tpaulbeaumont] 24/8/2012 09:13

last post on collapsing Iron Ore as theres been far too much written already!

[tpaulbeaumont] 23/8/2012 09:16

HSBC [CHINA] PMI posts second-lowest reading since March 2009

�� New export orders decline at sharpest rate since March 2009
�� Weaker-than-expected sales contribute to record increase in stocks of finished goods
�� Input costs fall at fastest rate in 41 months

[tpaulbeaumont] 22/8/2012 13:50

Iron ore continues to slide

[tpaulbeaumont] 22/8/2012 09:11

the market cap of the Aussie banking sector has now reached US$305bn, for which you could get: US Bancorp; Goldman Sachs; Standard Chartered; Deutsche Bank; and the entire UK domestic banking system. [...]

[tpaulbeaumont] 21/8/2012 08:42

wouldnt be the one that kept me up if i were a stock bull, what about yields, or leverage rates at western banks, or CRB, or historical corp margins, or historical corp top line growth, or VIX, or avg OECD house prices, or EZs balance sheet etc etc ;)

[tpaulbeaumont] 17/8/2012 12:03

...All as demand wanes and the underlying commod prices are falling