Rio Tinto: Reorganization First, Re-Rating Next
2025-12-07 09:30:00 ET
Three months ago, I wrote my first coverage of Rio Tinto ( RIO ) (RTPPF) (RTNTF), and at the time, my reading was different. At that time, I saw the company going through a transition that felt like it never really settled. Iron was weak, and copper showed progress, although always a little behind what one expected from a company of this size, added to the fact that management communication did not help too much. So, at that time, I summed it up as "The Catalysts Are Weak", because I really felt that, a huge company, but without a clear axis to order the thesis....
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Rio Tinto: Reorganization First, Re-Rating NextNASDAQ: RTNTF
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