Rio Tinto’s (RTPPF) CEO Jean-Sebastien Jacques on Q2 2016 Results Pilbara cost is $14.30 per ton “Our Pilbara business, they were operating cash flow of $9.71 billion, cost reduced by $138 million in the first half and fully loaded unit … Continued
Sam Walsh Signs of recovery in industrial demand are yet to emerge “Signs of recovery in industrial demand are yet to emerge, and a prolonged downturn brings increased risk. Housing sales in China stabilized during the second half of 2015, … Continued
The rate and nature of Chinese growth is changing “Inevitably, the rate and nature of the growth is changing and it’s becoming less commodity intensive and more consumer focused. But let’s be clear, in the new normal, we’ll see continued … Continued
Each week I read dozens of transcripts from earnings calls and presentations as part of my investment process. Below are some of the most important quotes about the economy and industry trends from the transcripts that I read this week. … Continued
This post is part of a series of posts called “Company Notes.” These posts contain quotes and exhibits from earnings calls, conference presentations, analyst days and SEC filings. The quotes are generally pieces of information that I find interesting or … Continued