FOURTH-QUARTER BUSINESS ACTIVITY “LIMITED” 11/10/2008
FOURTH-QUARTER BUSINESS ACTIVITY “LIMITED” 11/10/2008
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LESS SEVERE AND SYNCHRONOUS DOWNTURN IN CERTAIN COMMODITIES AND RESOURCE CURRENCIES ENCOURAGES US 11/2/2008
LESS SEVERE AND SYNCHRONOUS DOWNTURN IN CERTAIN COMMODITIES AND RESOURCE CURRENCIES ENCOURAGES US 11/2/2008
TABLE SET FOR A HUGE UPSIDE REVERSAL IN 2010 OR 2011, BUT BETWEEN NOW AND THEN WE ALL NEED TO SURVIVE 11/10/2008
TABLE SET FOR A HUGE UPSIDE REVERSAL IN 2010 OR 2011, BUT BETWEEN NOW AND THEN WE ALL NEED TO SURVIVE 11/10/2008
HIGHLIGHTS OF NOVEMBER 12, 2008 METALS SEMINAR 11/13/2008
HIGHLIGHTS OF NOVEMBER 12, 2008 METALS SEMINAR 11/13/2008
NEWMONT MINING (NEM $23.00, rated Overweight) THIRD-QUARTER PROVIDES LITTLE GOOD NEWS 11/21/2008
NEWMONT MINING (NEM $23.00, rated Overweight) THIRD-QUARTER PROVIDES LITTLE GOOD NEWS 11/21/2008
MERCATOR MINERALS (MLKKF US$0.33 or ML.TO C$0.40, rated Overweight, Target $18 cut from $30) FIRST CONCENTRATE REVENUES PUSHED BACK TO DECEMBER, THOUGH CAPACITY OF PLANT EQUIPMENT MUCH MORE THAN BUDGETED 11/25/2008
MERCATOR MINERALS (MLKKF US$0.33 or ML.TO C$0.40, rated Overweight, Target $18 cut from $30) FIRST CONCENTRATE REVENUES PUSHED BACK TO DECEMBER, THOUGH CAPACITY OF PLANT EQUIPMENT MUCH MORE THAN BUDGETED 11/25/2008
LOUISIANA-PACIFIC (LPX $3.46, rated Neutral Weight) PRICE TARGET CUT TO $10 AS LPX FINDS NEW WAYS TO LOSE MONEY 11/5/2008
LOUISIANA-PACIFIC (LPX $3.46, rated Neutral Weight) PRICE TARGET CUT TO $10 AS LPX FINDS NEW WAYS TO LOSE MONEY 11/5/2008
NOTES FROM LONDON MANAGEMENT VISITS TO ANGLO-AMERICAN, RIO TINTO, XSTRATA AND ANTOFAGASTA PLC. 11/21/2008
NOTES FROM LONDON MANAGEMENT VISITS TO ANGLO-AMERICAN, RIO TINTO, XSTRATA AND ANTOFAGASTA PLC. 11/21/2008
INTERNATIONAL PAPER (IP $14.88, Overweight) IP’S 7% DIVIDEND IMPLIES UNDERVALUED STOCK PRICE 11/9/2008
INTERNATIONAL PAPER (IP $14.88, Overweight) IP’S 7% DIVIDEND IMPLIES UNDERVALUED STOCK PRICE 11/9/2008
GENERAL MOLY INC. (GMO $0.98, Rated NEUTRAL, Price Target Cut to $1.00 from $6.00); WELL OVER $700MM IN CAPITAL NEEDS AMIDST SOFT MOLY PRICES PRESENTS FINANCING CHALLENGE 11/25/2008
GENERAL MOLY INC. (GMO $0.98, Rated NEUTRAL, Price Target Cut to $1.00 from $6.00); WELL OVER $700MM IN CAPITAL NEEDS AMIDST SOFT MOLY PRICES PRESENTS FINANCING CHALLENGE 11/25/2008