NORTHERN DYNASTY WAITS FOR POTENTIAL JV PARTNERS OWN TECHNICAL STUDIES; VICTIM OF HISTORIC BEAR RAID 2/15/2017
NORTHERN DYNASTY WAITS FOR POTENTIAL JV PARTNERS OWN TECHNICAL STUDIES; VICTIM OF HISTORIC BEAR RAID 2/15/2017
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NORILSK NICKEL HAS MET ABOUT ½ OF OUR UPSIDE TARGET, WHILE NICKEL MARKET UPSIDE TRAJECTORY “GRADUAL” WITHOUT SHORTAGES 2/14/2017
NORILSK NICKEL HAS MET ABOUT ½ OF OUR UPSIDE TARGET, WHILE NICKEL MARKET UPSIDE TRAJECTORY “GRADUAL” WITHOUT SHORTAGES 2/14/2017
CONTAINERBOARD INDUSTRY – – FEW ALTERNATIVE SUPPLIES AFTER IP LOSES 520,000 TONS OF CAPACITY IN PENSACOLA, FL JAN. 22ND EXPLOSION 2/13/2017
CONTAINERBOARD INDUSTRY – – FEW ALTERNATIVE SUPPLIES AFTER IP LOSES 520,000 TONS OF CAPACITY IN PENSACOLA, FL JAN. 22ND EXPLOSION 2/13/2017
COPPER INDUSTRY – – MOST STRIKES OR DISRUPTIONS ARE TEMPORARY, WHERE REFUSALS TO INVEST OR DECISIONS TO INVEST HAVE LEAD TIMES 2/9/2017
COPPER INDUSTRY – – MOST STRIKES OR DISRUPTIONS ARE TEMPORARY, WHERE REFUSALS TO INVEST OR DECISIONS TO INVEST HAVE LEAD TIMES 2/9/2017
GOLDCORP FORECASTS LOWER 2017-19 AND HIGHER 2020-21 OUTPUT THAN OUR PRIOR ESTIMATES; LOWER SUSTAINING CAPEX ESTIMATES 2/7/2017
GOLDCORP FORECASTS LOWER 2017-19 AND HIGHER 2020-21 OUTPUT THAN OUR PRIOR ESTIMATES; LOWER SUSTAINING CAPEX ESTIMATES 2/7/2017
KIRKLAND LAKE GOLD HIGHER CAP EX AND EXPLORATION 2/6/2017
KIRKLAND LAKE GOLD HIGHER CAP EX AND EXPLORATION 2/6/2017
ARCONIC: LOWER ENGINEERED PRODUCTS REVENUE GROWTH HURTS EARNINGS ESTIMATES WHILE LOWER CASH TAX RATES, HIGHER CASH BALANCES AND HIGHER ALCOA VALUATION RAISE VALUATION 2/3/2017
ARCONIC: LOWER ENGINEERED PRODUCTS REVENUE GROWTH HURTS EARNINGS ESTIMATES WHILE LOWER CASH TAX RATES, HIGHER CASH BALANCES AND HIGHER ALCOA VALUATION RAISE VALUATION 2/3/2017
METALS – – VOLUME 20 LARGELY DESCRIBES REOPENINGS AND NEW INVESTMENTS NO LONGER DISTRESS SHUTDOWNS 1/31/2017
METALS – – VOLUME 20 LARGELY DESCRIBES REOPENINGS AND NEW INVESTMENTS NO LONGER DISTRESS SHUTDOWNS 1/31/2017
TECK HIGHER EARNINGS OUTLOOK WITH LOWER COSTS AND HIGHER NEAR TERM COPPER PRICE ESTIMATES 1/31/2017
TECK HIGHER EARNINGS OUTLOOK WITH LOWER COSTS AND HIGHER NEAR TERM COPPER PRICE ESTIMATES 1/31/2017
RIO TINTO LOWER NEAR TERM COAL PRODUCTION AND PRICES HURT EARNINGS; HIGHER COPPER AND IRON PRICES PARTIALLY OFFSET; GRASBERG STEPUP TO 40% IN 2023 NOT 2021 WITH SLOWER MINING; 1/31/2017
RIO TINTO LOWER NEAR TERM COAL PRODUCTION AND PRICES HURT EARNINGS; HIGHER COPPER AND IRON PRICES PARTIALLY OFFSET; GRASBERG STEPUP TO 40% IN 2023 NOT 2021 WITH SLOWER MINING; 1/31/2017