TI1 0.00% 1.4¢ tombador iron limited

Ann: Quarterly Cashflow Report, page-25

  1. 30 Posts.
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    Some sexy charts

    Chinese stocks of rebar are falling faster in 2H22 than in any of the previous 5 years - presumably a good leading indicator for Chinese iron ore demand
    https://hotcopper.com.au/data/attachments/4585/4585639-35fdbbbcf3f2ef363586f41d2fdb55e7.jpg

    Baltic Handysize Index (proxy for tomby shipping cost) is falling like a stone - down 40% from March Q highs
    https://hotcopper.com.au/data/attachments/4585/4585684-e6e1cdcb214534cf8f5c6d372d9149e7.jpg

    I found some POS shipping stock focused on shipping out of Brazil. Looks like the share price has peaked - a good sign for those paying for their services (ie tomby)
    https://hotcopper.com.au/data/attachments/4585/4585709-b3db098dfe1135f278e1d3c80d792e7c.jpg

    What else should we be tracking? I tried to buy some up to date satellite images of the mine but the Maxar website defeated me
 
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