Rising supply constraints in the iron ore sector, driven by weather disruptions and output declines, have prompted a strategic pivot among investors towards copper and lithium. With concerns lingering over logistical bottlenecks and a pricing stalemate in China, analysts recommend trimming exposure to iron ore while selectively building on copper and lithium through dedicated investments. The robust demand for electrification is countered by ongoing challenges, urging a reevaluation of market positions within the mining industry.
“So as just mentioned iron ore 59% of the revenue comes from iron ore. Another huge factor is aluminum 24% and of course obviously those numbers hugely fluctuate with both the price of iron ore and also of aluminum... and then those three in total make up total of 90%.”
“Riotinto back in uh 2023 had an incident where they lost a radioactive capsule somewhere on the way between one of their iron ore mines and their headquarters. And that sparked a huge scandal because of course you cannot just lose radioactive capsules somewhere even though you are in the Australian outback.”
“we have seen so far an overreaching wave three top back in May of 2021 and ever since we have been in a shallow but prolonged prolonged correction of so far 35% down already”
“So you can see that upcoming there is a target zone that we placed in the chart with quite a bit of confidence.”
“if you for example are somebody who definitely definitely desperately wants to get into Riotinto, this up here would be your preferred entry point.”
“Rio Tinto is the fourth biggest mining company in the world it offers everything from aluminum copper lithium to diamonds gold and salt”
“If we were to invest $1,000 into each of those companies 10 years ago today our shares of Rio Tinto would be worth $1,228 and our shares of Vale would be worth $830 so it's a win for Rio Tinto”
“for the last 10 years we would get $850 in dividends from Rio Tinto and $526 from Vale so also here it's a win for Rio Tinto”
“individual insiders own 0.05% of Rio Tinto and 0.00% of Vale so the difference is extremely small but rules are rules it is a check for Rio Tinto”
“the dividend yield for Rio Tinto is 7.6% and for Vale it is 5.2% so it's a check for Rio Tinto”
“Financial Health is four points for riotinto and just one point for Veil.”
