Rio Tinto Share Discussion Threads

[huckers] 19/6/2025 10:45:58

What is your (or anyone else's) educated opinion on the probable forward dividend?

[tornado12] 19/6/2025 10:02:42

I added another tranche this morning at £41,61.. I think a good price for divi and long term share price .. at the moment I only see RIO as good value & competitive divi rate GLA

[edmundshaw] 19/6/2025 09:56:09

One or two familiar names cropping up here now!Not surprising I guess at current price levels. :))

[cwa1] 19/6/2025 09:53:35

OK, I've joined you lot with a few FWIW. Fingers crossed and all that stuff

[spud] 19/6/2025 09:23:00

Yeah I think so. Took more at 4500p and will continue to accumulate as and when the opportunities present themselves.

spud

[paulstills] 19/6/2025 09:12:31

In top up territory now?

[poots] 17/6/2025 20:08:29

Divvy looks nice down here.

[montyhedge] 17/6/2025 19:24:54

To stop shareprice weakening further, they must do a merger with Glencore otherwise I see 3950p.

[tornado12] 13/6/2025 16:29:38

Been buying on the way down and still looking to add another 40% to my holding. Happy to see them weaken further on the knowledge of the dividend and pretty core business that is needed around the world.. Divi a bit cyclic I know, but the base-load is still very good GLA

[plastow] 13/6/2025 14:55:11

Rio is nearly touching the 200 ma on the monthly which it hasn't broken for years and the yeald is starting to look good too ill be purchasing soon for value and divi

[tuftymatt] 13/6/2025 10:50:11

Yeah to be this close to the Trump induced April low seems an opportunity to add further in my opinion too.

Good luck all 👍🏻

[bargainsniper] 13/6/2025 10:47:26

Yes the cheap alarm is sounding

[spud] 13/6/2025 08:57:51

Looks as if my limit buy has been triggered @ 4250p.

spud

[montyhedge] 09/6/2025 07:04:46

I think they have got to do a deal with Glencore otherwise this shareprice I feel will just drift and shares don't drift up.

[tornado12] 08/6/2025 10:49:38

I have also been added in small chunks of 50 shares. Looking to continue over the next months, if the price weakness continues. Its a long term play and you have to be comfortable with share price variation. The dividend remains a good play for a diverse portfolio.... A share price <45 quid makes it a reasonable risk vs reward .. GLA

[grahamg8] 07/6/2025 12:41:02

Added at 4482p. Clearly too early.

[cinquepercento] 05/6/2025 08:22:10

Re:top up or not? re: Rio Tinto:

I am holding and limit orders set to continue to buy it in small amounts if or when it drops a few points.

[philanderer] 04/6/2025 09:45:38

RBC cuts Rio Tinto price target to 4,900 (5,300) pence - 'sector perform'


JPMorgan cuts Rio Tinto price target to 5,580 (5,920) pence - 'overweight'

[kipper999] 04/6/2025 09:35:54

LO in @4,200 for topup of 200 more after yesterdays low of 4,269
Bit of a bounce today tho
Good luck all

[philanderer] 04/6/2025 00:24:37

Rio Tinto downgraded as Jefferies flags CEO transition, capex pressures


Jefferies has downgraded Rio Tinto Ltd (LSE:RIO, ASX:RIO, OTC:RTNTF) to 'Hold' from 'Buy', citing emerging headwinds including CEO succession uncertainty, increasing geopolitical risks, and concerns over rising capital intensity in the company’s lithium investments.

“Of the major diversified miners in our coverage, we prefer Glencore, Anglo American and Vale over Rio and BHP,” Jefferies wrote in a note.

Analysts did say that they do not view Rio as fundamentally flawed, but see limited upside given current risks.

Several factors behind the downgrade, starting with the impending departure of CEO Jakob Stausholm. Reports suggest the company’s board is seeking a successor who can improve operational performance, with potential candidates including Rio Iron Ore CEO Simon Trott and Rio Aluminum CEO Jérôme Pécresse.

“Until the new CEO is announced, the strategic direction of Rio will be a risk,” the analysts warned.

Jefferies also flagged concerns about Rio’s growing exposure to lithium. The company completed its acquisition of Arcadium earlier this year and holds interests in several lithium projects. While the investments could be countercyclical, Jefferies warned of rising capital intensity and limited near-term earnings benefit.

“We are concerned about the risk of rising capital intensity and potentially low returns if Rio's view on lithium proves to be too optimistic,” the analysts wrote.
On iron ore, Jefferies maintained a neutral stance but expects near-term prices to soften amid continued weakness in China’s property market, seasonal demand fluctuations, and potential steel production cuts. The firm modeled a third-quarter iron ore price of $90 per tonne, down from current spot prices of $95/t.

The brokerage also highlighted mounting geopolitical pressures. US plans to raise aluminum tariffs to 50%, including on imports from Canada—where Rio is a major producer—are expected to weigh on earnings, offsetting any benefit from higher regional pricing. Meanwhile, potential copper tariffs under Section 232 could provide a small boost to Rio’s Kennecott operations in the US.

Jefferies noted that political developments in Mongolia may pose additional risks for the Oyu Tolgoi copper-gold mine. Although no major changes are expected, the analysts said “the risks there appear to be rising” as Oyu Tolgoi is set to become a more significant contributor to Rio’s earnings.

Still, the firm concluded that the combination of strategic, operational, and macro risks makes Rio’s risk/reward profile less compelling than peers.


proactiveinvestors.co.uk

[spud] 03/6/2025 23:03:44

Limit order in.

spud

[philanderer] 03/6/2025 13:44:22

‘European equity markets struggled to find direction early on Tuesday, with investors still showing signs of nervousness around tariffs and the economic outlook,’ commented AJ Bell’s Mould, citing the OECD’s outlook downgrade. ‘It’s only a small revision – from 3.1% to 2.9% for 2025 – but it’s still enough to cause investors some indigestion as they consume their morning news.

‘The downgrade weighed on the mining sector as the market fears it could mean reduced demand for commodities, and therefore a potential knock to the price of metals and minerals.’

On London’s FTSE 100, for example, Antofagasta was down 2.2% while Rio Tinto lost 1.8% and Glencore lost 1.7%.

[kipper999] 03/6/2025 11:16:41

hxxps://uk.investing.com/news/stock-market-news/rio-tinto-shares-down-after-jefferies-cuts-stock-to-hold-on-emerging-headwinds-4116312