-- 独立系調査会社CFRAは、に対し、以下の調査レポートを提供しました。CFRAのアナリストは、以下のように見解をまとめています。リオ・ティントは、天候による課題にもかかわらず、2026年第1四半期に銅換算生産量が9%増加し、堅調な業績を達成しました。鉄鉱石生産量は7,880万トン(13%増)と好調でしたが、熱帯低気圧の影響で出荷量が約800万トン減少したため、売上高の伸びは2%増の7,240万トンにとどまりました。多様な事業ポートフォリオは、回復力と規模の優位性を示しており、オユ・トルゴイ銅鉱山は56%増の10万2千トンに達し、シマンドゥ鉱山は初のフル出荷を達成しました。経営陣は、天候の影響にもかかわらず2026年の業績見通しを維持し、事業運営への自信を示しています。同社は、6億5,000万米ドルの生産性向上策を成功裏に実施し、レゾリューション・カッパー鉱山の土地交換を完了しました。現在、世界最大級の未開発銅鉱床の一つで掘削作業が進行中です。アルミニウム事業の好調な推移と、オユ・トルゴイ鉱山における2028年から2036年にかけての年間生産量50万トンへの増加が見込まれるものの、職場での死亡事故が2件発生したことを受け、経営陣は安全対策への意識を改めて高めている。
Related Articles
BSP Financial Group Appoints Group CIO
BSP Financial Group (ASX:BFL) has appointed Ray Naicker as group chief information officer, subject to regulatory approval, with his start date expected in the third quarter, according to a Monday filing with the Australian bourse.Naicker most recently held the position of group CIO at Nedbank Group, per the filing.Naicker will succeed Richard Nicholls, who will move to a new role leading the implementation of the company's new core banking platform for its Pacific markets, the filing added.
Forrestania Resources Identifies High-Grade Gold Mineralization at Western Australia Projects
Forrestania Resources (ASX:FRS) intersected high-grade gold mineralization during a recent drill program at its British Hill Gold Project, Mt Palmer Gold Project, and Johnson Range Project in Western Australia, according to a Monday Australian bourse filing.The results were up to 9 meters at 2.6 grams per tonne (g/t) gold from 78 meters at British Hill, including 1 meter at about 12 g/t gold from 86 meters.At Mt Palmer, results were up to 6 meters at 7.6 g/t gold from 3 meters, including 1 meter at 19.7 g/t gold from 5 meters and 1 meter at 10.8 g/t gold from 7 meters.At Johnson Range, results were up to 7 meters at 11.6 g/t gold from 17 meters, including 4 meters at 19.7 g/t gold from 19 meters, with assay results still pending at both Mt Palmer and Johnson Range.Forrestania is currently drilling the Lady Lila and Gibraltar gold projects, it added.
IperionX Advances Virginia Titanium Powder Production to Continuous Operations
IperionX's (ASX:IPX) titanium powder production operations in Virginia, US, transitioned to an around-the-clock production schedule during the March quarter, advancing from commissioning to continuous operations, according to a Monday filing with the Australian bourse.The company said all HAMR powder production systems are now in ramp-up and are targeting a run-rate production of around 200 tonnes of titanium powder per year by the close of 2026.Commenting on its titanium product manufacturing operations, the company said additional HSPT sintering furnaces are due to be commissioned in the June quarter, which is expected to ease production bottlenecks and speed up customer qualification timelines.IperionX also anticipates expanding its participation in "high-volume titanium markets where customer engagement is strong and domestic US supply is strategically important, including titanium mill products," the company said.It ended the March quarter with $48.2 million in cash and expects to close fiscal year 2026 with cash in the range of $36 million to $40 million.