MOST PRICES AND ALL INVENTORIES RISE; WBMS, IAI, WSA AND WGC EACH REPORT STRONG DEMAND 11/24/2009
MOST PRICES AND ALL INVENTORIES RISE; WBMS, IAI, WSA AND WGC EACH REPORT STRONG DEMAND 11/24/2009
MOST PRICES AND ALL INVENTORIES RISE; WBMS, IAI, WSA AND WGC EACH REPORT STRONG DEMAND 11/24/2009
NEWMONT MINING (NEM $53.35, rated Underweight with $45 price target) HIGH EV/OUNCE VALUATION IN MARKET NOT EXPECTED TO BE SUSTAINED GIVEN CAPITAL NEEDS 11/30/2009
LOUISIANA-PACIFIC (LPX $5.26, rating raised from underweight to neutral) POSITIVE 3RD QUARTER VOLUMES AND COST METRICS SLOW CASH OUTFLOWS SIGNIFICANTLY 11/4/2009
INTERNATIONAL PAPER (IP $24.69, rated Neutral) IP’S PRINTING PAPERS SEGMENT SHOWS MAJOR COST IMPROVEMENTS AND DESCENT VOLUME GAINS 11/10/2009
GREYSTAR RESOURCES (GYSLF $5.82, Overweight $17 price target) COVERAGE INITIATED WITH $17 TARGET OWING TO WELL-ENGINEERED GOLD AND SILVER DEPOSITS IN COLOMBIA 11/16/2009
HIGHLIGHTS OF NOV. 19TH METALS AND MINING CONFERENCE (DAY TWO) 11/19/2009
HIGHLIGHTS OF NOV. 18TH METALS AND MINING CONFERENCE (DAY ONE) 11/18/2009
CENTURY ALUMINUM (CENX $8.70, UPGRADED TO NEUTRAL FROM UNDERWEIGHT BASED ON RECENT IMPROVEMENTS IN ALUMINUM PRICES and IMPROVED EARNINGS OUTLOOK) 11/4/2009
Alumina Ltd. is Alcoa’s 40% partner in bauxite and alumina raw materials facilities worldwide. Their AWAC joint venture holds a 19% global share. 11/6/2009
ALUMINUM INDUSTRY – – PRICE FORECAST RAISED AND METHODOLOGY SHIFTS TO A “FINANCIAL” FROM A “SUPPLY-DEMAND” BASIS 11/4/2009