Archives: Downloads

AGNICO EAGLE MINES “ESTIMATED ROAD MAPS TO $2/SHARE EPS;” COMPARISON OF COMPANY ECONOMICS IN 2017 VERSUS 2007 11/19/2017

ANGLO AMERICAN: SUM OF PARTS VALUATION ANALYSIS; RENEWED DIVIDEND PAYOUTS; SLIGHT CHANGES IN PRICE ESTIMATES 11/17/2017

SANDSTORM GOLD MODELS INCORPORATE BUYBACKS, AMENDED BACHELOR LAKE AGREEMENT AND SALE OF $18.2 MM IN TREK MINING 11/15/2017

FORTESCUE METALS: ECONOMICS OF A 35 MMT CONCENTRATOR 67% VERSUS 13% PRETAX, PRE-INTEREST RETURN OF 30 MMT PELLET PLANT 11/16/2017

SPOT MARKETS – – COPPER AND NICKEL PHYSICAL DEMAND SOFT DESPITE COINCIDENT WORLD GROWTH  11/13/2017

PACKAGING CORPORATION OF AMERICA MODELED WITHOUT ANY BENEFIT FROM TRUMP TAX CUT  11/10/2017

ALLEGHENY TECHNOLOGIES JOINT VENTURE WITH TSINGSHAN DEPENDS ON THE TOLL PRICING FOR ATI ROLLING AND TSINGSHAN SLABS

SOUTHERN COPPER CORP. ENJOYS COPPER PRICES NEARER TO OUR $3.25/LB 2018 ESTIMATE VALIDATING EXPANSIONS TO 1.55 MMT BY 2025

COPPER INDUSTRY – – SENSITIVITY OF VARIOUS STOCKS TO $4.50/LB LONGTERM COPPER PRICES 11/3/2017

COPPER INDUSTRY – – DEMAND GROWTH WEAK WITH 4%-6% EXPECTED IN 7 OF 31 NATIONS OR REGIONS INTO WHICH WE BREAK DOWN THE WORLD 11/3/2017