Coverage List

Metals Companies

Integrated Steel
US Steel (X)

Minimill, Stainless, and Distribution
Nucor (NUE)
Allegheny Technologies (ATI)
Worthington Industries (WOR)

Gold mining
Anglogold (AU)
Barrick Gold (ABX)
Goldcorp (GG)
Newmont Mining (NEM)
Agnico-Eagle Mines (AEM)
Eco Oro Minerals (EOM)
Franco-Nevada (FNV)
Pretium Resources (PXZRF)
Royal Gold (RGLD)
Silver Wheaton (SLW)
Osisko Gold Royalties (OKSKF)
Virginia Mines (VGMNF)
Sandstorm Gold Ltd. (SAND)

Copper, Nickel, and Diversified
Duluth Metals (DULMF)
General Moly (GMO)
Hudbay Minerals (HBM)
Polymet Mining (PLM)
Mercator Minerals ((MLKKF)
Thompson Creek (TC)
Antofagasta (ANFGF)
Freeport-McMoran (FCX)
BHP BIlliton (BHP)
Rio Tinto (RTP)
Teck Resources (TCK)
Fortescue (FSUMF)
Vale (RIO)
Xstrata (XSRAF)
Anglo American (AAUKY)
Glencore International (GLCNF)
Cameco (CCJ)

Alumina LTD (AWC)
Alcoa (AA)
Century Aluminum (CENX)

Forest Products Companies

Norbord (NBRXF)
Packaging Corp (PKG)
Domtar (UFS)
International Paper (IP)
Louisiana Pacific (LPX)
MeadWestvaco (MWV)
Plum Creek (PCL)
RockTenn (RKT)
Weyerhaeuser (WY)

Fertilizer Companies

CF Industries (CF)
Mosaic Company (MOS)

Important notice!

JTVIR provides independent research reports to institutional clients for fixed and subscription fees. JTVIR’s affiliate, JTVIO, provides advisory services to entities in connection with financing deals, mergers and acquisitions, mine services, valuations, fairness opinions, strategy, corporate services and capital raising. For its advisory services, JTVIO may be compensated up to a year after the termination of JTVIO’s services or advisory agreement. It is JTVIR’s policy not to provide research reports or updates to such reports for any entity that has engaged JTVIO’s services.

JTVIR has suspended coverage of Duluth Metals Limited (“Duluth”). Duluth engaged JTVIO’s advisory services from January 29, 2009 — June 20, 2009. Under the terms of such engagement, JTVIO may receive compensation up to a year after the termination of JTVIO’s services. To date, JTVIO has not received any compensation from Duluth.

Since May 6, 2009, there have not been any communications concerning Duluth between JTVIO and any entity it previously approached on Duluth’s behalf.  As of JTVIR’s June 24, 2009 suspension of research coverage, there have been no meetings between Duluth and any potential candidate JTVIO introduced to Duluth and no site visits to Duluth’s Minnesota mineral property.