Gemma Dale
speaker
283 appearances
1 recordings
1 series
first heard Aug 2024
last heard Aug 2024
Gemma Dale’s voice in public audio — every appearance, attributed to the second.
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Appearances
And to that extent, we always end up in the black at the end of the year, in terms of that aspect.
So your Fortescue reported, Fortescue's always very handy 'cause it's a pure iron ore play, despite lots of talk about green hydrogen and various other bits and pieces, but it's a very straight line between the iron ore price production and how Fortescue performs.
Yeah, net profit up eighteen percent, right?
They're doing really well.
You've got a yield on Fortis Hue of eleven percent at the moment.
So that's keeping a lot of investors very happy and BHP and Rio doing doing nicely.
So So why it's twenty percent of the market.
Look, there is a story about headwinds, and they are careful not to say that the future is going to be anything like the heady days of $220 a ton, right?
You know, we've had our moments in the sun.
It might be a little bit more challenging, but production's holding up.
Uh, weather conditions are holding up, all those sorts of things.
So
At this point, investors seem relatively happy.
I the bit that's most astonishing if you've been around for quite a while is the yields that come out of these companies, right?
If you are an investor, you're getting these astonishing yields.
out of Australia's biggest miners.
You never look to resources company for yield.
That's not what they're for.
And yet our investors continue to take this beautiful income stream from these guys.
And they're very happy on that.
Showing 21–40 of 283 · page 2 of 15
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