Archives: Downloads

UPDATED “TOP PICKS” OF WEBSITE TAB 4/22/2024

GOLD INDUSTRY – – LOGICAL IRANIAN “LULL” TO ADDRESS MILITARY SHORTCOMINGS 4/19/2024

BARRICK GOLD SECURITY CONCERNS FOR MALI FOR LOULO-GOUNKOTO AND BALOCHISTAN VENUE OF 50% OF REKO DIQ 4/16/2024

ALUMINUM INDUSTRY 4/14/2024

FREEPORT-McMORAN INC. PRICE APPRECIATION ANTICIPATES $5 TO $6 COPPER 4/12/2024

STEEL INDUSTRY – – – IRON ORE PRICES SUBSIDE FROM 1Q HIGHS DESPITE LARGER CHINESE IMPORTS AND DECEMBER WARNINGS OF LOWER 2024 OUTPUT 4/12/2024

GRAFTECH (EAF $1.63, not rated) OUR PUBLIC LETTER TO MANAGEMENT 4/10/2024

GOLD INDUSTRY – – DICHOTOMY BETWEEN RECORD GOLD BULLION PRICES AND MEDIOCRE PERFORMANCE OF GOLD SHARES 4/9/2024

AGNICO-EAGLE MINES PREVIEW OF JUNE 19-20, 2024 DETOUR VISIT AND TECHNICAL STUDY

FOREST PRODUCTS – – LUMBER PRICE DICHOTOMY BETWEEN CME GROUP FUTURES VERSUS “RANDOM LENGTHS,” MEASUREMENT ISSUES AND INDICATIONS OF TOO LITTLE INVENTORY