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Fortescue Ltd

Fortescue Ltd

ASX:FMG

Materials

Summary

The fund managers believe that Fortescue Metals (ASX:FMG) presents a compelling investment opportunity. In their opinion, the recent easing of iron ore prices to just over $US100 a tonne, combined with the company’s scaled-back green hydrogen ambitions, has created an attractive entry point, especially with the share price halving to around $15. They emphasize that Fortescue’s strong balance sheet and reduced management churn contribute to its stability. With a current share price rebound of over 30% from April lows, they see potential for strong dividend support and a price floor for iron ore near $US90 a tonne. The fund managers appreciate Bell's strategy of investing in companies with improving industry dynamics and sustainable returns on equity, reinforcing their confidence in Fortescue’s future performance.

Please note: The completeness, accuracy or current status of the investments referenced are not guaranteed. 

Source: Trading View

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Commentary From The Managers

Solaris Investment Management

11 Aug 2025

Unknown

Summary

  • Michael Bell, chief investment officer of Solaris Investment Management, has significantly invested in Fortescue Metals (ASX:FMG).
  • Investment was triggered by the iron ore price easing to just over $US100 a tonne.
  • Fortescue's green hydrogen ambitions have been scaled back, making the investment more appealing.
  • The share price has halved to around $15, prompting a buying opportunity.
  • Solaris believes the balance sheet is strong and management churn has slowed.
  • Current share price range of $15 to $16 is considered attractive.
  • Solaris holds a decent position in Fortescue, anticipating strong dividend support.
  • Bell sees a floor for iron ore prices near $US90 a tonne.
  • Fortescue’s shares have rebounded over 30% from April lows.
  • Solaris Investment Management focuses on companies with improving industry dynamics, strong management, and sustainable returns.

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Summary

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Please note: The completeness, accuracy or current status of the investments referenced are not guaranteed. 

Become a ThesisTracker Pro Member

  • Unlock current and most recent commentary ahead of the crowd

  • Exclusive access to new insights from the investment community

  • Regular alerts to actionable insights from financial professionals

Commentary From The Managers

Solaris Investment Management

11 Aug 2025

Unknown

Summary

  • Michael Bell, chief investment officer of Solaris Investment Management, has significantly invested in Fortescue Metals (ASX:FMG).
  • Investment was triggered by the iron ore price easing to just over $US100 a tonne.
  • Fortescue's green hydrogen ambitions have been scaled back, making the investment more appealing.
  • The share price has halved to around $15, prompting a buying opportunity.
  • Solaris believes the balance sheet is strong and management churn has slowed.
  • Current share price range of $15 to $16 is considered attractive.
  • Solaris holds a decent position in Fortescue, anticipating strong dividend support.
  • Bell sees a floor for iron ore prices near $US90 a tonne.
  • Fortescue’s shares have rebounded over 30% from April lows.
  • Solaris Investment Management focuses on companies with improving industry dynamics, strong management, and sustainable returns.

Please note: The completeness, accuracy or current status of the investments referenced are not guaranteed. 

Frequently Asked Questions

Who has invested in Fortescue Ltd (ASX:FMG)?

Fund managers including Solaris Investment Management have invested in Fortescue Ltd (ASX:FMG).

Why have investment managers invested in Fortescue Ltd (ASX:FMG)?

Fund managers, such as Michael Bell from Solaris Investment Management, invest in Fortescue Ltd due to several compelling factors. Firstly, the recent decline in iron ore prices to around $100 per tonne presented a buying opportunity, especially as the share price halved to approximately $15. Secondly, Bell notes the company's strong balance sheet and stabilized management, which enhance its investment appeal. Additionally, the potential for strong dividend support and a projected floor for iron ore prices at $90 further solidify the investment case. Overall, fund managers are drawn to Fortescue for its improving industry dynamics, robust management, and sustainable returns.

What happened to Fortescue Ltd (ASX:FMG)?

In August 2025, Michael Bell, chief investment officer of Solaris Investment Management, expressed strong support for Fortescue Metals (ASX:FMG) despite its challenges, as he took a significant position in the beleaguered miner. With the share price halving to around $15 and iron ore prices easing to just over $US100 a tonne, Bell identified a compelling opportunity, noting the company’s solid balance sheet and improved management stability. Solaris now holds a substantial stake, anticipating strong dividend support and a price floor for iron ore near $US90 a tonne, as Fortescue's shares have surged over 30% from their April lows. Bell's investment strategy emphasizes backing companies with strong fundamentals and improving industry dynamics.

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